MINUTES OF MEETING TO ADOPT PROPOSED REVITALIZATION PLAN DRA (419241-64) Marion, Iowa May 18, 2017 A meeting of the Council of the City of Marion, Iowa, was held at the Marion City Hall, 1225 6 th Avenue, in the City, at 5:30 o clock p.m., on May 18, 2017. The Mayor presided and the roll was called, showing members present and absent as follows: Present: Absent:. The Mayor announced that this was the time and place set for hearing upon the designation of the 2017 Workforce Housing Urban Revitalization Area and the Proposed Plan for the 2017 Workforce Housing Urban Revitalization Area. All written objections, statements, and evidence heretofore filed were reported to the City Council, and all oral objections, statements, and all other exhibits presented were considered. The following named persons presented oral objections, statements, or evidence; filed written objections or statements; or presented other exhibits: (List all persons presenting written or oral statements or evidence.) There being no further objections, comments, or evidence offered, the Mayor announced the hearing closed. After further considering all objections, comments, and evidence regarding the designation of the 2017 Workforce Housing Urban Revitalization Area and the Proposed Plan therefor, it was moved by Council Member and seconded by Council Member that Resolution No., the same being a resolution of intention regarding said Plan and Area, be adopted. Whereupon, the Mayor put the question upon the motion and the roll being called, the following named Council Members voted: Ayes:. Nays:. Whereupon, the Mayor declared the said resolution adopted, as follows:
May 12, 2017 Page 2 RESOLUTION NO. A Resolution Adopting the Proposed Plan for the 2017 Workforce Housing Urban Revitalization Area WHEREAS, pursuant to the provisions of Chapter 404 of the Code of Iowa (the Act ) the City of Marion, Iowa (the City ), may designate an area of the City as an urban revitalization area, if that area meets the criteria of Section 1 of said Chapter 404; and WHEREAS, the City Council of the City did find and determine that an area within the City identified by previous resolution as the 2017 Workforce Housing Urban Revitalization Area meets the criteria of Section 1 of said Chapter 404; and WHEREAS, pursuant to the provisions of the Act, before designating any area to be an urban revitalization area, the City must prepare a proposed Plan (the Plan ) for such revitalization area and hold certain public hearings thereon; and WHEREAS, after published notice thereof was given, as required by the Act, the City Council of the City did, on May 18, 2017, hold a public hearing on the designation of the 2017 Workforce Housing Urban Revitalization Area and the Plan therefor and considered all objections, comments, and evidence there presented; and WHEREAS, the City has received a valid waiver of the right to receive mailed notice of the public hearing and of the right to petition for a second public hearing regarding the establishment of the 2017 Workforce Housing Urban Revitalization Area from all private property owners of real property lying within the 2017 Workforce Housing Urban Revitalization Area; NOW, THEREFORE, It Is Resolved by the City Council of the City of Marion, Iowa, as follows: Section 1. hereby adopted. The Plan for the 2017 Workforce Housing Urban Revitalization Area is Section 2. The City Clerk is hereby directed to file a copy of this resolution and of the Plan with the Linn County Assessor. 4835-8571-8344\2
May 12, 2017 Page 3 Section 3. All resolutions or parts of resolutions in conflict herewith are hereby repealed, to the extent of such conflict. Passed and approved May 18, 2017. Attest: Mayor City Clerk 4835-8571-8344\2
May 12, 2017 Page 4 MINUTES OF MEETING PROVIDING FOR FIRST CONSIDERATION OF AN ORDINANCE DESIGNATING REVITALIZATION AREA DRA (419241-64) Marion, Iowa May 18, 2017 A meeting of the City Council of the City of Marion, Iowa, was held at the Marion City Hall, 1225 6 th Avenue, in the City, at 5:30 o clock, p.m., on May 18, 2017. The Mayor presided and the roll was called, showing members present and absent as follows: Present: Absent:. Council Member introduced an ordinance entitled: An Ordinance Designating an Area of Marion, Iowa, as the 2017 Workforce Housing Urban Revitalization Area. It was moved by Council Member and seconded by Council Member that the aforementioned ordinance be given its first consideration and that it be adopted. The Mayor put the question on the motion and the roll being called, the following named Council Members voted: Ayes: Nays:. Whereupon, the Mayor declared the motion duly carried and declared that said ordinance had been given its initial consideration. Upon motion and vote, the meeting adjourned. Mayor 4835-8571-8344\2
Marion/419241-64/urban revite plan URBAN REVITALIZATION PLAN CITY OF MARION, IOWA 2017 WORKFORCE HOUSING URBAN REVITALIZATION AREA
Marion/419241-64/urban revite plan INTRODUCTION The Urban Revitalization Act, Chapter 404 of the Code of Iowa, is intended to encourage development, redevelopment and revitalization within designated areas of a city by authorizing property tax development incentives to the private sector. Qualified real estate within a designated area may be eligible to receive a total or partial exemption from property taxes on improvements for a specified number of years, with the goal of providing communities with a long-term increase or stabilization in the local tax base by encouraging new construction which might not otherwise occur. Section 404.1 of the Code of Iowa provides that a City Council may designate an area of the City as a revitalization area, if that area meets the following definitions: An area in which there is a predominance of buildings or improvements, whether residential or nonresidential, which by reason of dilapidation, deterioration, obsolescence, inadequate provision for ventilation, light, air, sanitation, or open spaces, high density of population and overcrowding, the existence of conditions which endanger life or property by fire and other causes or a combination of such factors, is conducive to ill health, transmission of disease, infant mortality, juvenile delinquency or crime and which is detrimental to the public health, safety, or welfare. An area which by reason of the presence of a substantial number of deteriorated or deteriorating structures, predominance of defective or inadequate street layout, incompatible land use relationships, faulty lot layout in relation to size, adequacy, accessibility or usefulness, unsanitary or unsafe conditions, deterioration of site or other improvements, diversity of ownership, tax or special assessment delinquency exceeding the actual value of the land, defective or unusual conditions of title, or the existence of conditions which endanger life or property by fire and other causes, or a combination of such factors, substantially impairs or arrests the sound growth of a municipality, retards the provision of housing accommodations or constitutes an economic or social liability and is a menace to the public health, safety, or welfare in its present condition and use; An area in which there is a predominance of buildings or improvements which by reason of age, history, architecture or significance should be preserved or restored to productive use. An area which is appropriate as an economic development area as defined in Section 403.17 of the Code of Iowa. An area designated as appropriate for public improvements related to housing and residential development, or construction of housing and residential development including single or multifamily housing ; and Section 404.2 of the Code of Iowa requires that a city prepare a plan to govern activities within the proposed revitalization area, and the balance of this document is intended to set out the elements of a plan that are mandated by state law. -1- DORSEY & WHITNEY LLP, ATTORNEYS, DES MOINES, IOWA
Marion/419241-64/urban revite plan A. DESCRIPTION OF THE AREA AND MAP The revitalization area shall be known as the 2017 Workforce Housing Urban Revitalization Area (the Revitalization Area ), and the legal description of real property to be included within the Revitalization Area is as follows: Certain real property situated in the City of Marion, County of Linn, State of Iowa more particularly described as follows: Iowa Lot 1, 2, 3 and 4 of Sunny Ridge Villas First Addition in the City of Marion, Linn County B. DESIGNATION CRITERIA 1. The Revitalization Area is an area which is appropriate as an economic development area as defined in Section 403.17 of the Code of Iowa. 2. The Revitalization Area is an area which is appropriate for public improvements related to housing and residential development, or construction of housing and residential development, including workforce housing. 3. The economic development and promotion of housing and residential development in the Revitalization Area is necessary in the interest of the public welfare of the residents of the City and the Revitalization Area substantially meets the criteria set forth in Section 404.1 of the Act. C. OBJECTIVES This plan is prepared in conformance with Section 404.2 of the Code of Iowa for the purpose of providing incentives and outlining procedures to enhance the potential for multifamily workforce housing in the Revitalization Area. Planning goals include revitalizing the area through the promotion of new construction of multifamily workforce housing, stabilizing and increasing the tax base and providing overall aesthetic improvement. D. PRESENT ZONING AND PROPOSED LAND USE The property within the Revitalization Area is zoned Planned Development Residential (PD-R) and specifically designated for multifamily workforce housing. The construction of new multifamily workforce housing is proposed in the Revitalization Area. E. PROPOSALS FOR EXPANDING CITY SERVICES The City proposes that, as it becomes financially feasible, the provision of municipal services to the Revitalization Area will be expanded and improved to meet the demands of new multifamily workforce housing. -2- DORSEY & WHITNEY LLP, ATTORNEYS, DES MOINES, IOWA
Marion/419241-64/urban revite plan F. ELIGIBLE IMPROVEMENTS AND EXEMPTIONS Multiresidential Improvements. The construction of new multiresidential facilities if such multiresidential property consists of three or more separate living quarters with at least seventy-five percent of the space used for residential purposes. Exemption: All qualified real estate assessed as multiresidential property is eligible to receive an exemption from taxation for a period of ten years as follows: For the first year, an exemption from taxation on 80% of the actual value added. For the second year, an exemption from taxation on 80% of the actual value added. For the third year, an exemption from taxation on 80% of the actual value added. For the fourth year, an exemption from taxation on 70% of the actual value added. For the fifth year, an exemption from taxation on 70% of the actual value added. For the sixth year, an exemption from taxation on 70% of the actual value added. For the seventh year, an exemption from taxation on 60% of the actual value added. For the eighth year, an exemption from taxation on 60% of the actual value added. For the ninth year, an exemption from taxation on 50% of the actual value added. For the tenth year, an exemption from taxation on 40% of the actual value added. Actual Value Added Actual value added by improvements, as used in this plan, means the actual value added as of the first year for which the exemption was received. In order to be eligible for tax abatement, the increase in actual value of the property must be at least 10%. All improvements, in order to be considered eligible, must be completed in conformance with all applicable regulations of the City of Marion, and must be completed during the time the Revitalization Area is designated by ordinance as a revitalization area. G. TIME FRAME Eligibility for tax abatement under this plan will exist after the date of the adoption of the ordinance designating the Revitalization Area, until, in the opinion of the City Council, the desired level of revitalization has been attained or economic conditions are such that the continuation of the exemption granted would cease to be of benefit to the City, in which case the City Council may repeal the ordinance, pursuant to Section 404.7 of the Code of Iowa. In the event the ordinance is repealed, all exemptions granted prior to such repeal shall continue until their expiration. H. APPLICATION PROCEDURES An application shall be filed for each new exemption claimed. The property owner must apply to the City for an exemption by February 1 st of the assessment year for which the exemption is first claimed. The application shall contain, but not be limited to, the following information: -3- DORSEY & WHITNEY LLP, ATTORNEYS, DES MOINES, IOWA
Marion/419241-64/urban revite plan The nature of the improvement, its cost, and the estimated or actual date of completion of the improvement. I. APPROVAL OF APPLICATIONS The City Council shall approve all applications submitted for completed projects if: 1. The project, as determined by the City Council, is in conformance with this plan; 2. The project is located within the Revitalization Area; and, 3. The improvements were made during the time the Revitalization Area was designated by ordinance as a revitalization area. All approved applications shall be forwarded to the County Assessor for review, pursuant to Section 404.5 of the Code of Iowa. The County Assessor shall make a physical review of all properties with approved applications. The County Assessor shall determine the increase in actual value for tax purposes due to the improvements and notify the applicant of the determination, which may be appealed to the local board of review pursuant to Section 441.37 of the Code of Iowa. After the initial tax exemption is granted, the County Assessor shall continue to grant the tax exemption for the time period specified on the approved application. The tax exemptions for the succeeding years shall be granted without the owner(s) having to file an application for succeeding years. J. OTHER SOURCES OF REVITALIZATION FUNDS The City anticipates no federal or state grants or loans for improvements in the Revitalization Area at this time other than those of conventional lending institutions at normal market rates. However, it is not the intention of the City to prohibit the use of other appropriate federal or state revitalization or incentive programs within the area. K. RELOCATION PROVISIONS The City does not anticipate the displacement or relocation of any persons, families, or businesses as a result of the improvements to be made in the Revitalization Area. L. OWNERS OF PROPERTY AND ASSESSED VALUATION The names and addresses of the owners of the property located within the Revitalization Area and the assessed valuation of such property is set forth on Exhibit B attached hereto. -4- DORSEY & WHITNEY LLP, ATTORNEYS, DES MOINES, IOWA
Marion/419241-64/urban revite plan EXHIBIT A MAP OF PROPERTY IN REVITALIZATION AREA -5- DORSEY & WHITNEY LLP, ATTORNEYS, DES MOINES, IOWA
Marion/419241-64/urban revite plan EXHIBIT B NAME AND ADDRESS OF THE OWNER OF PROPERTY LOCATED WITHIN THE REVITALIZATION AREA AND ASSESSED VALUATION OF SUCH PROPERTY Legal: Lot 1, 2, 3 and 4 of Sunny Ridge Villas First Addition in the City of Marion, Linn County Iowa Owner: DMFA, LLC % Chad M. Pelley 200 3 rd Avenue SW, Suite 304 Cedar Rapids, Iowa 52404 Assessed Valuation: $58,700-6- DORSEY & WHITNEY LLP, ATTORNEYS, DES MOINES, IOWA
May 12, 2017 Page 6 ORDINANCE NO. An Ordinance Designating an Area of Marion, Iowa, as the 2017 Workforce Housing Urban Revitalization Area WHEREAS, pursuant to the provisions of Chapter 404, Code of Iowa (the Act ), the governing body of a city may, by ordinance, designate an area of the city as a revitalization area upon the completion of procedures specified in the Act; and WHEREAS, pursuant to the provisions of the Act, the City Council of the City of Marion, Iowa, has by resolution determined, with respect to an area within the City, hereinafter described in Section 1 and known as the 2017 Workforce Housing Urban Revitalization Area that: (a) The 2017 Workforce Housing Urban Revitalization Area is an area which is appropriate as an economic development area as defined in Section 403.17 of the Code of Iowa; (b) The 2017 Workforce Housing Urban Revitalization Area is an area which is appropriate for public improvements related to housing and residential development, or construction of housing and residential development, including single family or multifamily housing. (c) The economic development of and the promotion of housing and residential development in the 2017 Workforce Housing Urban Revitalization Area is necessary in the interest of the public welfare of the residents of the City and the 2017 Workforce Housing Urban Revitalization Area substantially meets the criteria set forth in Section 404.1 of the Act; WHEREAS, pursuant to the provisions of the Act, the City prepared a Plan (the Plan ) for the 2017 Workforce Housing Urban Revitalization Area and held a public hearing on the Plan for the 2017 Workforce Housing Urban Revitalization Area; and WHEREAS, pursuant to the provisions of the Act, the City has adopted the Plan for the 2017 Workforce Housing Urban Revitalization Area; NOW, THEREFORE, Be It Ordained by the City Council of the City of Marion, in Linn County, Iowa, as follows: Section 1. In accordance with the Act and in consideration of the recitations set out in the preamble hereof, the area formed by contiguous real estate parcels and being described as follows: 4835-8571-8344\2
May 12, 2017 Page 7 Certain real property situated in the City of Marion, Linn County, State of Iowa, more particularly described as follows: Iowa Lot 1, 2, 3 and 4 of Sunny Ridge Villas First Addition in the City of Marion, Linn County is hereby designated as the 2017 Workforce Housing Urban Revitalization Area. Section 2. All ordinances or parts of ordinances in conflict herewith are hereby repealed to the extent of such conflict. Section 3. If any section, provision or part of this ordinance shall be adjudged invalid or unconstitutional, such adjudication shall not affect the validity of the ordinance as a whole or any section, provision or part thereof not adjudged invalid or unconstitutional. Section 4. This ordinance shall be in effect after its final passage, approval and publication, as provided by law. Passed and approved on second consideration on the day of, 2017. Attest: Mayor City Clerk 4835-8571-8344\2
May 12, 2017 Page 8 MINUTES PROVIDING FOR PASSAGE OF AN ORDINANCE DESIGNATING REVITALIZATION AREA 419241-64 (Ord. Second Consideration and Adoption) Marion, Iowa, 2017 The City Council of the City of Marion, Iowa, met on, 2017, at o clock.m., at the Marion City Hall, 1225 6 th Avenue, in the City. The Mayor presided and the roll was called showing members present and absent, as follows: Present: Absent:. The Mayor announced that, on May 18, 2017, the City Council had given its initial consideration to an ordinance entitled Ordinance No.. An Ordinance Designating an Area of Marion, Iowa, as the 2017 Workforce Housing Urban Revitalization Area. It was moved by Council Member and seconded by Council Member that the statutory rule requiring said ordinance to be considered and voted on for passage at two Council meetings prior to the meeting at which it is to be finally passed be suspended. The Mayor put the question on the motion and the roll being called, the following named Council Members voted: Ayes: Nays:. Whereupon, the Mayor declared the motion duly carried. 4835-8571-8344\2
May 12, 2017 Page 9 It was moved by Council Member and seconded by Council Member that the ordinance entitled Ordinance No.. An Ordinance Designating an Area of Marion, Iowa, as the 2017 Workforce Housing Urban Revitalization Area, now be put upon its final passage and adoption. The Mayor put the question on the final passage and adoption of said ordinance and the roll being called, the following named Council Members voted: Ayes: Nays:. Whereupon, the Mayor declared the motion duly carried and declared that said ordinance had been duly adopted. There being no further business to come before the meeting, it was upon motion adjourned. Attest: Mayor City Clerk 4835-8571-8344\2
May 12, 2017 Page 10 STATE OF IOWA COUNTY OF LINN CITY OF MARION SS I, the undersigned, do hereby certify that I am the duly appointed City Clerk of the City of Marion, Iowa, and that the above and foregoing is a true, correct and complete copy of the minutes of the meeting of the City Council, held as therein shown insofar as such minutes pertain to the adoption of the proposed plan for the 2017 Workforce Housing Urban Revitalization Area and the passage of an Ordinance designating the 2017 Workforce Housing Urban Revitalization Area, including a true, correct and complete copy of the ordinance referred to in said minutes. I certify further that I filed a copy of the plan and the resolution approving the plan with the Linn County Assessor. WITNESS MY HAND this day of, 2017. City Clerk 4835-8571-8344\2
May 12, 2017 Page 11 STATE OF IOWA COUNTY OF LINN CITY OF MARION SS I, the undersigned, do hereby certify that I am the duly appointed City Clerk of the City of Marion, Iowa, and do hereby certify that Ordinance No.. An Ordinance Designating an Area of Marion, Iowa, as the 2017 Workforce Housing Urban Revitalization Area, of which the printed slip attached to the publisher s original affidavit hereto attached is a true and complete copy, was published on the date and in the newspaper specified in such affidavit, and that such newspaper has a general circulation in said City. WITNESS MY HAND this day of, 2017. City Clerk (Attach hereto publisher s affidavit of publication with clipping of ordinance as published.) (PLEASE NOTE: Do not sign and date this certificate until you have checked a copy of the published notice and have verified that it was published on the date indicated in the publisher s affidavit.) 4835-8571-8344\2
THIS INSTRUMENT PREPARED BY/RETURN TO: DEVIN C. KELLY, CITY OF MARION 1225 6TH AVENUE, MARION, IA 52302, PHONE: (319) 743-6340 TAX STATEMENT TO: N/A PERMANENT ACCESS EASEMENT AGREEMENT That Engle Properties I, L.C., a limited liability company, (also referred to as Engle Properties, LLC) (hereinafter Grantor ) does in consideration of the sum of one and no/100 dollars ($1.00) and other valuable consideration provided by the City of Marion, Iowa as just compensation upon final approval and acceptance of this easement, hereby convey unto the City of Marion, Iowa, a municipal corporation, in the County of Linn, State of Iowa, a permanent access easement on the following described real estate: Part of Lot 3, Block 13, Original Town, now City, of Marion, Linn County, Iowa more particularly described as follows: Beginning at the Southeast corner of Lot 3, Block 13, Original Town, now City, of Marion, Linn County, Iowa; Thence S 88 50 08 W along the South line of said Lot 3 a distance of 38.50 feet; Thence N 27 31 46 E a distance of 20.52 feet; Thence N 88 50 08 E and parallel to said South line of Lot 3 to the East line of said Lot 3 a distance of 28.70 feet; Thence S 00 59 55 E along said East line of Lot 3 to the Point of Beginning a distance of 18.00 feet. Said easement contains 605 square feet, subject to easements and restrictions of record, and is shown on the Easement Exhibit attached hereto as Exhibit A. WHEREAS, Grantor is the fee simple title holder of the Property; and WHEREAS, Grantee proposes to consociate dumpsters in order to provide services to the general public gathering in the public open space as well as the adjourning tenants. NOW THEREFORE, Grantor, its heirs, successors, and assigns, by this Agreement grants to the Grantee a perpetual access easement for the purpose of the placement of dumpsters that will be used by the public and several adjacent tenants, subject to the following terms and conditions: Page 1 of 5
1. Permanent Easement: Grantor hereby grants to the Grantee a permanent perpetual and continual easement for the purpose of storing and maintaining dumpsters on a portion of the Property, more particularly described as the area on the attached Exhibit A. This Permanent Easement includes the following rights to the Grantee: A. The right to permit general public access by foot, bicycle, ski, or other nonmotorized vehicle. B. The right to lay out, mark, develop, construct, reconstruct, and maintain dumpsters; to post signs marking the area; to manage vegetation on and along the area through selective planting, pruning, or managed removal of trees, exotic or nuisance plant species; and to maintain and enhance the area s scenic, natural, recreational, and/or ecological value. C. The right to prohibit public access by motor vehicles through the installation of gates or other obstructions and to limit access by the public, by appropriate means, from any portion of the area not in use from time to time as the primary path. D. The right to allow motorized vehicles onto the Permanent Easement for the purpose of placing, maintaining, emptying, and removing dumpsters. E. The right to inspect or maintain the area or allow emergency or law enforcement access via motorized or non-motorized vehicles. F. Adequate protection thereof and also a right-of-way with right of ingress and egress thereto, over, through, and across the Easement. G. The right to enter onto land beyond the Easement area and conduct emergency repair which may extend minimally beyond the Easement area, without obtaining a separate temporary easement. Grantee s right to do such work shall be effective only upon Grantee s prior notice to Grantor, and with minimal disruption of area. In the event of such emergency repair, Grantee agrees to restore said area substantially to its prior condition. H. Grantor hereby covenants with Grantee that Grantor is lawfully seized and possessed of the real estate above described by virtue of legal and/or equitable title, and that it has good and lawful right to convey the Easement herein subject to the following mortgages, judgments, liens, and encumbrances: Permanent Public Access Easement Agreement as recorded with the Linn County Recorder at Book 9378, Pages 686-697. 2. Improvements and Obstructions: The Grantor further agrees to erect no building, obstructions, or other improvements upon or under the Permanent Easement which would interfere with construction, reconstruction, maintenance, or emptying of the dumpsters on the area without first obtaining written permission from the Grantee, which permission shall not be unreasonably withheld. 3. Maintenance: The Grantee agrees to be solely responsible for any and all costs and Page 2 of 5
expenses of maintenance, repair, and upkeep whatsoever of the area placed in the area of the Permanent Easement. Grantee shall promptly repair any damage caused by Grantee on any part of the Property in the process of constructing, reconstructing, or maintaining the Permanent Easement and shall restore the Property to its prior-existing condition. Grantee shall indemnify Grantor and hold Grantor harmless from and against any and all claims, damages, causes of action, loss or expenses whatsoever, including without limitation attorney fees and expenses, arising out of or in any manner related to the Grantee s exercise of its easement rights herein by Grantee or Grantee s employees, contractors, agents, representatives, invitees, licensees, or permittees or any member of the general public, of the easements granted herein. 4. Crossing Easement Area: Grantor, for itself and its successors and assigns, reserves the right to cross the area constructed by Grantee, by way of pedestrian or vehicular traffic, in a reasonable manner, at reasonable times, and at reasonable locations as may be reasonably necessary from time to time and reasonably connected to Grantor s use of the Property and any adjacent real estate owned by Grantor. 5. Reciprocal grants: Grantee, in consideration of receipt of the Easements granted herein, hereby agrees as follows: A. Grantor and Grantee acknowledge that Grantor reserves the right to use said Easement area for purposes which will not interfere with Grantee s full enjoyment of its rights hereby granted; provided, that Grantor shall not erect or construct any building or other structures that are permanent in nature or that cannot be moved or relocated; plant any trees; drill or operate any well; construct any reservoirs or other permanent obstructions on said Easement area; and will not diminish or add to the ground cover over said Easement area. Grantor shall not permit any other utility to be put in the Easement area without prior written consent of Grantee. In the event the Grantee must disturb or remove trees and shrubs pursuant to its easement rights described above, Grantee shall not be required to compensate Grantor for the same. B. Grantee further agrees that nothing in this Easement agreement shall in any way preclude Grantor from causing, allowing or permitting utilities to cross the Easement area, but only upon Grantee s approval, which approval shall not be unreasonably withheld, and only if said utilities cross the Easement area in a way as to limit the disturbance of the Easement area. C. Grantee hereby gives notice of Grantor's five-year right to renegotiate construction or maintenance damages not apparent at the time of the signing of this agreement as required by Sec. 6B.52 of the Code of Iowa. D. This agreement shall be recorded at the Linn County Recorder s Office at the cost of the Grantee. 6. Mutual Indemnify Clause: The Grantor and Grantee shall indemnify and holds harmless Page 3 of 5
each other, its employees, representatives and agents against all claims, liabilities, losses or damage for personal injury and/or property damage or any other damage whatsoever on account of the activity described above and/or deviation from normal regulations in the area. The Grantor and Grantee further agree to indemnify and hold harmless each other, its employees, representatives and agents against any loss, injury, death or damage to person or property and against all claims, demands, fines, suits, actions, proceedings, orders, decrees and judgments of any kind or nature and from and against any and all costs and expenses including reasonable attorney fees which at any time may be suffered or sustained by the undersigned or by any person who may, at any time, be using or occupying or visiting the premises of the Easement area or be in, on or about the same, when such loss, injury, death or damage shall be caused by or in any way result from or rising out of any act, omission or negligence of any of the undersigned or any occupant, visitor, or user of any portion of the premises or shall result from or be caused by any other matters or things whether the same kind, as, or of a different kind that the matters or things above set forth. 7. Successors in Interest: This Easement Agreement shall be binding upon the parties hereto, their heirs and beneficiaries, representatives, successors and assigns. 8. Construction of Terms: Words and phrases herein, including the acknowledgment hereof, shall be construed as in the singular or plural number, and as masculine, feminine or neuter gender, according to context. 9. Sunset Clause: The Grantor may request the termination of the Easement by making a written request to the Mayor and City Council of the City of Marion to have the Easement vacated when the following conditions are met: A. The area is no longer being used for public dumpsters, or B. The Grantor has extenuating circumstances that can be justified. The Grantor s request to terminate this agreement by the City shall not be unreasonably withheld, but shall be evaluated to determine what is in the best interest of the public. The Grantee shall agree by City Resolution to vacate the Easement with reasonable amount of time for the removal of dumpsters or other public improvements. Page 4 of 5
IN WITNESS WHEREOF I have hereunto affixed my hand this day of, 20. Engle Properties I, L.C., Grantor By: STATE OF IOWA, COUNTY OF LINN ss: This instrument was acknowledged before me on the day of, 20, by. NOTARY PUBLIC By: Nicolas AbouAssaly, Mayor ATTESTED TO: Wesley A. Nelson, City Clerk STATE OF IOWA, COUNTY OF LINN ss: On this day of, 20, before me, the undersigned, a Notary Public in and for said County, in said State, personally appeared Nicolas AbouAssaly and Wesley Nelson, to me personally known, who being by me dully sworn, did say that they are the Mayor and City Clerk, respectively, of said municipal corporation executing the within and foregoing instrument; that the seal affixed thereto is the seal of said municipal corporation; that said instrument was signed and sealed on behalf of said municipal corporation by authority of City Council of said municipal corporation; and that the said Nicolas AbouAssaly and Wesley Nelson acknowledged the execution of said instrument to be the voluntary act and deed and said municipal corporation, by it and by them voluntarily executed. NOTARY PUBLIC Page 5 of 5
THIS INSTRUMENT PREPARED BY/RETURN TO: DEVIN C. KELLY, CITY OF MARION 1225 6TH AVENUE, MARION, IA 52302, PHONE: (319) 743-6340 TAX STATEMENT TO: N/A PERMANENT ACCESS EASEMENT AGREEMENT That City of Marion, a municipal corporation, (hereinafter Grantor ) does in consideration of the sum of one and no/100 dollars ($1.00) and other valuable consideration provided by Engle Properties I, L.C. as just compensation upon final approval and acceptance of this easement, hereby convey unto Engle Properties I, L.C., a limited liability company, (hereinafter Grantee ) a permanent access easement on the following described real estate: All of the Alley Adjacent to Lots 1, and the North Half of Lot 2, Block 13, Original Town, now City, of Marion, Linn County, Iowa. Said easement contains 918 square feet, subject to easements and restrictions of record, and is shown on the Easement Exhibit attached hereto as Exhibit A. WHEREAS, Grantor is the fee simple title holder of the Property; and WHEREAS, it is the understanding between the Grantor and Grantee that Grantee, and Grantee s tenants, propose to use the easement area for parking of motorized vehicles. NOW THEREFORE, Grantor, its heirs, successors, and assigns, by this Agreement grants to the Grantee a perpetual access easement for the purpose of providing parking to Grantee and Grantee s tenants, subject to the following terms and conditions: 1. Permanent Easement: Grantor hereby grants to the Grantee a permanent perpetual and continual easement for the purpose of parking motorized vehicles on a portion of the Property, more particularly described as the area on the attached Exhibit A. This Permanent Easement includes the following rights to the Grantee: A. The right to permit general public access by foot, bicycle, ski, or other nonmotorized vehicle. Page 1 of 5
B. The right to inspect or maintain the area or allow emergency or law enforcement access via motorized or non-motorized vehicles. C. Adequate protection thereof and also a right-of-way with right of ingress and egress thereto, over, through, and across the Easement. D. The right to enter onto land beyond the Easement area and conduct emergency repair which may extend minimally beyond the Easement area, without obtaining a separate temporary easement. Grantee s right to do such work shall be effective only upon Grantee s prior notice to Grantor, and with minimal disruption of area. In the event of such emergency repair, Grantee agrees to restore said area substantially to its prior condition. E. Grantor hereby covenants with Grantee that Grantor is lawfully seized and possessed of the real estate above described by virtue of legal and/or equitable title, and that it has good and lawful right to convey the Easement herein subject to the following mortgages, judgments, liens, and encumbrances: NA. 2. Improvements and Obstructions: The Grantor further agrees to erect no building, obstructions, or other improvements upon or under the Permanent Easement which would interfere with the Grantee s, and its tenant s, rights to use the area in accordance with the rights granted herein without first obtaining written permission from the Grantee, which permission shall not be unreasonably withheld. Furthermore, Grantee acknowledges that the area remains part of a public right-of-way and may be utilized, entered onto, or crossed by the general public, and Grantee shall not interfere with the general public s use without first obtaining written permission from the Grantor. 3. Maintenance: The Grantor agrees to be solely responsible for any and all costs and expenses of maintenance, repair, and upkeep whatsoever of the area placed in the area of the Permanent Easement. Grantee shall indemnify Grantor and hold Grantor harmless from and against any and all claims, damages, causes of action, loss or expenses whatsoever, including without limitation attorney fees and expenses, arising out of or in any manner related to the Grantee s exercise of its easement rights herein by Grantee or Grantee s tenants, employees, contractors, agents, representatives, invitees, licensees, or permittees or any member of the general public, of the easements granted herein. 4. Crossing Easement Area: Grantor, for itself and its successors and assigns, reserves the right to cross the area constructed by Grantee, by way of pedestrian or vehicular traffic, in a reasonable manner, at reasonable times, and at reasonable locations as may be reasonably necessary from time to time and reasonably connected to Grantor s use of the Property and any adjacent real estate owned by Grantor. 5. Reciprocal grants: Grantee, in consideration of receipt of the Easements granted herein, hereby agrees as follows: Page 2 of 5
A. Grantor and Grantee acknowledge that Grantor reserves the right to use said Easement area for purposes which will not interfere with Grantee s full enjoyment of its rights hereby granted; provided, that Grantor shall not erect or construct any building or other structures that are permanent in nature or that cannot be moved or relocated; plant any trees; drill or operate any well; construct any reservoirs or other permanent obstructions on said Easement area; and will not diminish or add to the ground cover over said Easement area. Grantor shall not permit any other utility to be put in the Easement area without prior written consent of Grantee. In the event the Grantee must disturb or remove trees and shrubs pursuant to its easement rights described above, Grantee shall not be required to compensate Grantor for the same. B. Grantee further agrees that nothing in this Easement agreement shall in any way preclude Grantor from causing, allowing or permitting utilities to cross the Easement area, but only upon Grantee s approval, which approval shall not be unreasonably withheld, and only if said utilities cross the Easement area in a way as to limit the disturbance of the Easement area. C. This agreement shall be recorded at the Linn County Recorder s Office at the cost of the Grantor. 6. Mutual Indemnify Clause: The Grantor and Grantee shall indemnify and holds harmless each other, its employees, representatives and agents against all claims, liabilities, losses or damage for personal injury and/or property damage or any other damage whatsoever on account of the activity described above and/or deviation from normal regulations in the area. The Grantor and Grantee further agree to indemnify and hold harmless each other, its employees, representatives and agents against any loss, injury, death or damage to person or property and against all claims, demands, fines, suits, actions, proceedings, orders, decrees and judgments of any kind or nature and from and against any and all costs and expenses including reasonable attorney fees which at any time may be suffered or sustained by the undersigned or by any person who may, at any time, be using or occupying or visiting the premises of the Easement area or be in, on or about the same, when such loss, injury, death or damage shall be caused by or in any way result from or rising out of any act, omission or negligence of any of the undersigned or any occupant, visitor, or user of any portion of the premises or shall result from or be caused by any other matters or things whether the same kind, as, or of a different kind that the matters or things above set forth. 7. Successors in Interest: This Easement Agreement shall be binding upon the parties hereto, their heirs and beneficiaries, representatives, successors and assigns. 8. Construction of Terms: Words and phrases herein, including the acknowledgment hereof, shall be construed as in the singular or plural number, and as masculine, feminine or neuter gender, according to context. 9. Sunset Clause: The Grantor or Grantee may request the termination of the Easement by making a written request to the Mayor and City Council of the City of Marion or to a governing member of Engle Properties I, L.C. to have the Easement terminated when the following conditions are met: Page 3 of 5
A. The area is no longer required for parking by Grantee or its tenants, or B. The Grantor has extenuating circumstances that can be justified. Neither party s request to terminate this agreement shall be unreasonably withheld. IN WITNESS WHEREOF I have hereunto affixed my hand this day of, 20. Engle Properties I, L.C., Grantor By: STATE OF IOWA, COUNTY OF LINN ss: This instrument was acknowledged before me on the day of, 20, by. NOTARY PUBLIC By: Nicolas AbouAssaly, Mayor ATTESTED TO: Wesley A. Nelson, City Clerk Page 4 of 5
STATE OF IOWA, COUNTY OF LINN ss: On this day of, 20, before me, the undersigned, a Notary Public in and for said County, in said State, personally appeared Nicolas AbouAssaly and Wesley Nelson, to me personally known, who being by me dully sworn, did say that they are the Mayor and City Clerk, respectively, of said municipal corporation executing the within and foregoing instrument; that the seal affixed thereto is the seal of said municipal corporation; that said instrument was signed and sealed on behalf of said municipal corporation by authority of City Council of said municipal corporation; and that the said Nicolas AbouAssaly and Wesley Nelson acknowledged the execution of said instrument to be the voluntary act and deed and said municipal corporation, by it and by them voluntarily executed. NOTARY PUBLIC Page 5 of 5
Application for Financial Assistance Company Name: MOJO Properties LLC Address: 561 58 th Ave Ct SW Primary Company Contact: Jason Olmstead Phone: 319-538-7749 Email: jason@olmsteadconstruction.com Corporate Leadership Team: Jason Olmstead, Matt Olmstead Owners/Members/Shareholders/Partners of the business: See above In Business Since: 1987 Entity to Receive Financial Assistance: MOJO Properties, LLC Officers/Ownership Structure of Corporate Entity to Receive Financial Assistance: Current Full Time Employees: NA Current Part Time Employees: NA Estimated number of new jobs to be created in next 1 year: NA Estimated number of new jobs to be created in next 2 years: NA Estimated number of new jobs to be created in next 3 years: NA Average Wage of Jobs to be Created: NA Total current estimated annual payroll: NA Property address where improvements will be made: 790 11 th Street Parcel Number: 15062-40001-00000 Other Items to be included with the application: 1. Reviewed corporate financial statements or corporate tax returns for the two most recent years in addition to most recent month-end company prepared balance sheet and income statement. 2. Corporate organizational documents (operating agreement, bylaws) for business and entity receiving incentive. E F
Details of Project Improvements Please provide a detailed explanation of your project. Please provide attachments as necessary to fully explain information requested as necessary. At a minimum, the following information must be provided: E F
E F
Application for Financial Assistance MOJO Properties LLC/Olmstead Construction 651 58th Ave Ct SW Cedar Rapids, IA 52404 Jason Olmstead 319-538-7749 jason@olmsteadconstruction.com Leadership Jason Olmstead Matt Olmstead TEAM MOJO Properties LLC: Owner Olmstead Construction: Developer/Contractor Select Structural: Structural Engineer Aspect Architecture; Architectural Partner Bradley and Riley: Legal Counsel Acquisition and Mixed Use Renovation of 790 11th Street Marion IA Rebirth of the Court Building Since Late 1905 the Court Building has graced the corner of 8 th Ave and 11 th Street Built originally as a Livery Barn housing the C.W. Court and Son Livery this building has been home to several businesses including Sweet Motor Express, Witwer Farm Supply, Iowa Illinois Gas and Electric, ESCO Electric and Finally Shermco Industries. It is our goal to transform the building from it s current state into a distinctive mixed use residential/commercial property that will serve as the focal point of the Northwest Quadrant of the Uptown District. Scope of Work The property will undergo a complete warehouse conversion process, exterior renovations will include awning removal, installation of new large windows, new storefronts, new garage doors, and hang on steel cage decks on the second floor. Interior renovations will include a complete removal of the current interior finishes to expose the buildings true assets of steel, wood timbers, exposed brick and concrete. On the first floor the current front stair will be relocated to allow for a more open concept, restrooms will be brought up to ADA requirements and appropriately sized to accommodate the square footage available. Mechanical and Electrical Systems will be upgraded and ready to accommodate tenant build out. Design Concepts including spiral exposed duct work, architectural lighting, polished concrete and wood floors, and interior glass demising walls to capitalize on the natural light from the new windows and storefronts as highlighted in the attached renderings and concept photos. In response to the Marion Housing Market Analysis dated October 31 st 2016, the second floor of the property will be converted into 4 1500 SF luxury condominium units. Finishes will include wood floors, exposed spiral duct work, architectural lighting, exposed brick, custom wood cabinetry, granite counter tops, stainless steel appliances, and private balconies.
ESCO Re-Development
Rebirth of the Court Building 790 11 th Street Marion
Front View From 11 th Street
View from 8 th Ave
View from Alley
Façade, Window and Entry Updates Images for Concept Only
Condo Conversion Images for Concept Only HANG ON DECKS SHARED PUBLIC DECK
ESCO Re- Development 4 New Upscale Residential Condos 4 1500 SF Units Images for Concept Only
Condo Units Images for Concept Only
Commercial Tenant Space 1 st Floor Concept Only
Commercial Tenant Space 1 st Floor Concept Only
Restaurant Space 1 st Floor Concept Only
COMMON AREA RESTAURANT SPACE APPROX 3000 SF COMMERCIAL LEASE SPACE APPROX 3000 SF COMMON AREA UPDATE FACADE AND SELL
Project Budget Use of Funds Building Cost $ 862,500.00 Construction Costs $ 809,605.00 Architectural and Engineering $ 37,300.00 Legal and Accounting $ 40,000.00 Contingencies $ 30,000.00 Initial Costs $ 1,779,405.00 SALE CHAMBER Building $ (300,000.00) Final Costs $ 1,479,405.00 Source of Funds TIF TBD Bank Loan $ 733,125.00 Cash $ 232,209.00 Local Incentives TBD Sources of Funds Other Property Information Annual Rent 12/sf $ 65,574.00 Residential Occupancy Rate 45% Commercial Occupancy Rate 55% Annual Monthly Utilities $ 1,653.00 Maintenance $ 3,306.00 Management/Trash/Janitorial $ 5,280.00 Insurance $ 1,653.00 Reserves $ 1,322.00 Annual $ 13,214.00 Monthly $ 1,101.17 $ 1,101.17 Property Value/Tax Current.66/SF Finished 2.50/SF Monthly $ 18,750.00 $ 1,562.50 Monthly Property Costs
Project Budget Residential Unit Sale # Units Sale Price Total 2 Bedroom 1500 SF 4 $ 235,000.00 $ 940,000.00 with Parking Square Feet 6600 Price/SF $ 12.00 Commercial Lease Rates Item Additional Considerations ADA Improvements Restroom Upgrades $ 30,000.00 ADA Access at Rear of Building $ 7,500.00 Façade Improvements Storefronts, Windows, Patio Doors $ 85,000.00 Steel Decks $ 40,000.00 Railings $ 5,000.00 Selective Tuckpointing/Masonry $ 20,000.00 Concrete Repairs $ 20,000.00 Painting Beams and Railings $ 5,000.00 Safety Improvements Fire Suppression System $ 42,000.00 Water Service Updates $ 17,500.00 Electrical Service Upgrades $ 52,000.00 Building Security $ 20,000.00 Efficiency Solar $ 150,000.00 $ 494,000.00
3 Year Pro Forma Income EOY1 EOY2 EOY3 Condo Income Per Year 3 Year Gross Scheduled Income $ 69,024.00 $ 69,024.00 $ 69,715.00 Units 4 Less: Vacancy 5% $ (3,451.00) $ (3,451.00) $ (3,451.00) Average Sale/Unit $ 235,000.00 Effective Gross Income $ 65,573.00 $ 65,573.00 $ 66,264.00 Gross Sales $ 940,000.00 Plus :Other Income CAM $ 28,760.00 $ 28,760.00 $ 28,760.00 Less Commissions $ (32,900.00) Less Operating Expense $ (28,760.00) $ (28,760.00) $ (28,760.00) Net Project Revenue $ 907,100.00 Net Operating Income $ 65,573.00 $ 65,573.00 $ 66,264.00 Project Cost $ 831,250.00 Less Debt Service $ (51,165.00) $ (51,165.00) $ (51,165.00) Cash Flow $ 75,850.00 Net Cash Flow $ 14,408.00 $ 14,408.00 $ 15,099.00 Construction Interest $ 10,000.00 Revenue $ 65,850.00 $ 21,950.00 Investment Value ROI 7% Project Cost $ 648,155.00 Cap Rate 9% Gross Income $ 65,573.00 Investment Value $ 728,588.89 Equity $ 80,433.89 11% Sales Value Sales Price $ 728,588.89 Project Cost $ (648,155.00) Gross Proceeds $ 80,433.89 Commissions $ 51,001.22 Closing Costs $ 10,000.00 Final Proceeds $ 19,432.67 Project Cost 1st Floor $ 648,155.00 Project Costs 2nd Floor $ 831,250.00 Acquisition $ 581,250.00 Acquisition $ 281,250.00 Ist Floor Exterior Improvements $ 72,000.00 Planning, Design, Legal $ 45,000.00 Architectural $ 25,000.00 Construction $ 580,000.00 Signage $ 5,000.00 Development Funds from Chamber Sale $ (75,000.00) Shell Buildout $ 172,560.00 DEMO $ 25,000.00 INS $ 5,000.00 Leasing $ 4,831.00 Legal/Closing $ 35,000.00 Interest $ 10,000.00 Contingency $ 12,514.00 Chamber Building Sale $ (300,000.00)
Date Wednesday, May 10, 2017 TO: Mayor and City Council CC: City Manager Lon Pluckhahn FROM: Beth Little, Human Resources Coordinator RE: Approval of one year contract renewal for the period of July 1, 2017 through June 30, 2018 for Employee Assistance Program with Mercy Medical Center. Exhibit(s): Amendment to EAP Capitated Fee Agreement.
ORDINANCE 17-10 AN ORDINANCE RELATING TO MAYOR AND CITY COUNCIL COMPENSATION. BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF MARION, IOWA: Section 1. Section 15.03 of the Code of Ordinances is amended by deleting Section 15.03 in its entirety and inserting in lieu thereof the following: 15.03 COMPENSATION. The salary of the Mayor is nine thousand six hundred dollars ($9,600.00) per year, payable monthly. Effective and starting January 1, 2018, the salary of the Mayor shall annually be adjusted up or down by the same percentage as the percentage change in the Consumer Price Index (CPI-U, US City Average, All Items) published by the United States Department of Labor, Bureau of Labor Statistics, for the most recent twelve-month period for which data is available. Section 2. The remainder of Chapter 15 Mayor shall remain unchanged. Section 3. Section 17.04 of the Code of Ordinances is amended by deleting Section 17.04 in its entirety and inserting in lieu thereof the following: 17.04 COMPENSATION. The salary of each Council member is four thousand eight hundred dollars ($4,800.00) per year, payable monthly. Effective and starting January 1, 2018, the salary of each Council Member shall annually be adjusted up or down by the same percentage as the percentage change in the Consumer Price Index (CPI-U, US City Average, All Items) published by the United States Department of Labor, Bureau of Labor Statistics, for the most recent twelve-month period for which data is available. Section 4. The remainder of Chapter 17 Council shall remain unchanged. Section 5. All ordinances and or parts of ordinances in conflict herewith are repealed. Section 6. This Ordinance shall be in full force and effect from and after its passage and publication as by law provided. Passed and approved this day of, 2017. Attested by: Nicolas AbouAssaly, Mayor Wesley A. Nelson, City Clerk
ATTEST: I, Wesley A. Nelson, City Clerk of the City of Marion, hereby certify that the above and foregoing is a true copy of an ordinance passed by the City Council of said City at a meeting held on, 2017, and published as provided by law in the on, 2017. Wesley A. Nelson, City Clerk
AGREEMENT FOR LEGAL SERVICES This agreement will be effective May 18, 2017 between Kara Bullerman, of the law firm of Allen, Vernon & Hoskins, PLC, and the City of Marion, Iowa, a municipal corporation, client, for the provision of legal services to the municipality. Kara Bullerman is hereby retained as Assistant City Attorney for the City of Marion and shall perform the following services: representation of the City in civil legal suits or matters, attend City Council meetings in the absence of the City Attorney, attend other meetings at the request of Council or City Manager, render legal opinions for the City; prepare ordinances, resolutions, contracts or other legal documents and such other services as directed by the City Council, City Manager or City Attorney. The attorney shall provide his own office and secretary. The City shall furnish letterhead, resolution and ordinance paper and shall reimburse the attorney for previously approved conference and travel expenses and for long-distance phone expenses, postage and filing service fees incurred on behalf of the City. In consideration of the above, the City shall pay Kara Bullerman for all hours worked at the hourly rate of One hundred and thirty dollars ($130.00). The attorney shall exercise his professional judgment in the handling of municipal matters and shall report all conflicts of interest to the City Attorney. Where the attorney reasonably believes that the handling of a matter is outside of his areas of professional competence, the attorney shall report the same to the City Attorney. The attorney shall bill the City monthly for hours expended. This agreement shall be effective this date and shall expire on June 30, 2017 and may be terminated by either party upon the giving of ninety (90) days written notice to the other party. ATTEST: Approved this 18 th day of May 2017. Wesley A. Nelson, City Clerk CITY OF MARION Nicolas AbouAssaly, Mayor Kara Bullerman
1225 6 th Avenue, Suite 110 Marion, Iowa 52302 www.cityofmarion.org council memo May 12, 2017 TO: Mayor, City Council Members CC: Lon Pluckhahn, City Manager FROM: Traci Miller, Administrative Assistant, City Manager s Department RE: Departmental Monthly Reports Exhibit(s): Departmental Monthly Report Motion to receive and file April 2017 Departmental Reports. Departmental Reports are submitted monthly from each department and received and filed to Council. The reports show each departments monthly activities.
INSPECTIONS CURRENT LAST MONTH LAST YEAR ALL CONSTRUCTION 655 627 518 WRECKING 1 0 6 COMPLAINT 59 5 94 HOUSING 265 70 90 BEER & LIQUOR INSP 4 7 4 TOTAL INSPECTIONS 984 709 712 PERMITS UNITS UNITS UNITS ACTIVE DEPT PERMITS 3,084 3,018 3,905 PERMITS ISSUED 284 316 332 PERMITS ISSUED FYTD 2,475 2,191 2,958 NEW SINGLE FAMILY 22 15 17 NEW SINGLE FAMILY FYTD 130 108 143 NEW MULTI-FAMILY 6 33 4 11 3 6 NEW MULTI-FAMILY FYTD 23 79 17 46 35 242 NEW COMMERCIAL 2 2 10 REMODEL/ADD. COMMERCIAL 5 6 30 FINANCIAL RECEIPTS CURRENT 86,332 73,760 72,911 RECEIPTS FYTD 552,334 466,002 585,850 CODE COMPLIANCE NEW COMPLAINTS 11 19 8 RESOLVED COMPLAINTS 7 14 6 ACTIVE COMPLAINTS 54 47 74 RENTAL HOUSING RENTAL HOUSING UNITS 4,276 4,274 4,048 REGULAR INSPECTIONS 234 54 166 VIOLATION INSPECTIONS 31 16 113
Jon Morris Shop Electrical code requires an outlet under a work surface. This area under the window could be interpreted as a work surface, but is lower than counter height. So, building officials determined the outlet would not be required in this situation. RDW Plumbing 2
Terrace Glen Village 3
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6 270 5th Avenue (Kathleen Kelley)
7 6075 Woodbridge Crest (Elizabeth Harmer and Pat Lang). 3 years to get to this point.
8 645 49 th Street (Mel Koski)
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monthly report April 2017 CAPITAL PROJECTS (CURRENTLY UNDER CONSTRUCTION) Central Corridor- Roundabout at 7 th Street/ 7 th Ave; STP-A-4775(627)- - 86-57: Final plans were approved by Council on February 19, 2015. Plans were approved by IDOT District 6 on February 27, 2015. IDOT has released the plans for letting. Letting date was May 19, 2015. The IDOT received two bids. Ricklefs Construction $2,871,607.00 (112.3% of Engineers Estimate) and Rathje $3,045,873.10 (119.1% of Engineers Estimate) Liquidated damages of $1500 and 120 working days has been specified by the IDOT. The City requested late start date of 4.11.16 was granted. A preconstruction meeting was held on 3.4.16. An open house was held on 3.22.16. A groundbreaking was held on 3.28.16. The project started on 4.11.16 and as of 12.3.16 the contractor has completed 99% of the contract and has used 115% of the time allotted. A IDOT walkthrough was held on 12.2.16 to develop the final punchlist. A ribbon cutting was held on 11.10.16 and the project was opened to the public. 3 pages of punchlist are currently being completed and staff is preparing for the IDOT audit. Indian Creek / Dry Creek Trunk Sanitary Sewer Project: City Council concurred with the award of Contract to SM Hentges & Son s Inc. in the amount of $2,754,758.59 on January 22, 2015. Cedar Rapids is taking care of the inspection and administration for this phase. The 28E between Cedar Rapids, Hiawatha, Robins, and Linn County was approved at the 6.9.16 Council Meeting. It is being recorded at Linn County. The agreement includes segments 7 and 11 which include: From 36th Street Drive (east of) to approximately 300 feet north of Iowa Highway 100, approximately 6,393 lineal feet. From confluence Indian Creek and Dry Run Creek to approximately 700 feet north of the intersection of Alpine Road and West 14th Avenue, approximately 4,972 lineal feet. An RFQ has been written and distributed to consultants in the area and 7 responses were received. The proposals will be rated and scored between Marion, Cedar Rapids, Hiwatha and Robins to select a consultant. A contract will then be written and voted on by all parties and the design for segment 7 will then commence with design and acquisitions. A walkthrough of the corridor was performed by City staff and the consultants to determine preliminary wetland conditions as they will have a big impact on the design cost and complexity. A contract with Veenstra Kim (VK) was approved on the 1.26.17 for an amount not to exceed $315,000.00. Field survey has been completed and VK has started the design. The consultant has come up with two alternatives and are going to start by talking to the majority property owner Bjornsen to get their input on the two alternatives. One follows the old sanitary trunk sewer and one cuts thru the old railroad alignment. Both have pros and cons. ImaginArt in the Alley: A letting was held on December 22, 2015 and 3 bids were received. The low bid was from
monthly report April 2017 Central States Concrete LLC. Contracts and bonds have been accepted by Council. The bid was for $343,468.15 included the alternate which was 105.6% of engineer s estimate. The contract has a completion date of 10.28.16. A preconstruction was held on 3.30.16. The contactor was originally planning on starting on 4.11.16 but was pushed back to 4.18.16 to allow the uptown painting project to be completed. A utility coordination meeting was held on 4.4.16. Work began on 5.4.16. Additional utilities that were unknown have been discovered and MidAmerican Energy has decided to place a new gas main while everything is torn up. MidAmerican Energy has finished their work and the contractor has come back onto the site. Acceptance of the project occurred on 11.17.16. Retainage has been released and a ribbon cutting is scheduled for the Marion Arts Festival. The ribbon cutting will be at 9AM on 5.20.17 Tower Terrace Road Phase V (10 th St to Winslow Rd): Punchlist items remain. Street has been opened to traffic. Winslow Road Realignment: This is a private / public partnership project. Punchlist items remain. Street has been opened to traffic. Central Corridor 26 th to 31 st Street (Stage 1 Sanitary Sewer): This is a private/public partnership project [$369,232.30]. A preconstruction meeting was held on 8.14.15. Construction started on 8.19.15 for the westerly utility portion of the project. Working days are being tracked but there were not any allocated to this project. For convenience, this has been combined with Stage 2, below. Central Corridor 26 th to 31 st Street (Stage 2 Remaining Improvements): This is a private/public partnership project [$1,949,127.74]. Plans have been approved and issues with the soil, utilities and contract are being worked thru for a spring start. A meeting was held with the IDNR and it was determined the site would not be cleaned up with mitigation so it would be better to cap the site. A preconstruction meeting was held on 5.25.16. The contractor is currently in Stage 3 and 4. Most of the paving has been completed with some hand pours remaining. Due to pending weather the project will not be completed but is anticipated to be opened by 12.7.16. There is painting, lighting, signs, etc. to be performed yet. A spring preconstruction meeting was held on 3.28.17. The contractor intends to begin work again on April 10 and be completed in June. The contractor started back up on April 17, 2017. As of 4.29.17 the contractor has completed 90% of the contract and has used 123 working days. 2016 Lowe Park Lighting Project: Trey Electric was the low bid and was awarded the contract on 6/9/16. Has a late start date of 4.30.2017. Project completed except some bolt covers on bollards. 2016 Winslow Road Reconstruction Project: Plans have been accepted and are out for bids. Letting was 5.31.16. 6 bids were received. The low bidder was Rathje Construction at $994,589.75 which was 82.75% of the Engineers Estimate. A preconstruction meeting was held on 7.11.16. At the meeting the contractor was
monthly report April 2017 going to start with Stage A. On the Wednesday prior to the late start date the contractor requested to change to Stage D due to manpower issues. A change order for staff time was signed to re-notify residents of the change in sequence. Stage D and C have been completed for the winter and the project has been opened. Stage A and B are yet to be completed in the 2017. A preconstruction meeting is scheduled for 4.11.17. The contractor resumed construction in Stage A on 4.24.17. As of 4.29.17 the contractor has completed 34% of the contract and has used 48% of the allotted working days. 2017 Sidewalk Assessment Program: A committee meeting was held on 1.19.17 and the following locations were recommended: 29th Street (East Side) from 10th Avenue north as far as possible. Our preliminary estimate is we can get to the south side of 12th Avenue with the funds available. Total preliminary estimate is $57,466.00 with a budget of $59,055.00 A public hearing was held on 3.23.17 and was approved by Council. City Council approved the final plans on 4.20.17 and the project has a letting date of 5.30.17. 2017 Sidewalk Ramp Repair Project The City received 4 bids on 2.14.17. The low bid was from Hunt Construction Company, Inc. for $79,452.00 which was 84.3% of the engineers estimate. City Council approved the contract on 3.23.17. A preconstruction meeting was held on 3.24.17. The contractor started work on 4.23.17. As of 4.29.17 the contractor has completed 30% of the contract and used 18% of the allotted working days. Bridge Inspections: A contract with Calhoun-Burns and Associates was approved at the 5.19.16 Council Meeting [$3,450.00]. This inspection is required every other year as required by the IDOT. Inspections are complete and the report is being written. The IDOT system SIIMS is down so the information cannot be entered. An embargo did need to be placed on the southerly Winslow Bridge due to scour and a pier pile. A permanent embargo established by ordinance will come to the council in May as well as to receive and file the final bridge reports. 2017 HMA Project The City received one bid on 4.25.17 from LL Pelling at a price of $702,137.00 which was 93.5% of the engineers estimate. Consideration of award will go to City Council the first week in May. 2017 Sanitary Sewer Manhole Project The City received 4 bids on 4.25.17. The low bid was from Rathje Construction Company was $55,825.00 which was 105.4% of the engineers estimate. Consideration of award will go to City Council the first week in May. 2017 Sanitary Sewer Slipling Project The City received 4 bids on 4.25.17. The low bid was from Municipal Pipe Tool Co. Inc. for $174,720.15 which was 71.7% of the engineers estimate. Consideration of award will go to City Council the first week in May.
monthly report April 2017 2017 Sidewalk Repair Program: Several of these locations were added to the 2017 Ramp Repair Project by Change Order approved by City Council on 4.20.17. Armar Drive Extension: A condemnation attorney has been hired and survey and plans have been started by Anderson Bogert. A set of plans was reviewed and sent back to the consultant on 9.9.15. A meeting was held on 7.15.16 and the City agreed to pay for the Rausch appraisal. The appraisal has been received and the City s attorney is reviewing for a response. The recommendation is to proceed with Eminent Domain and Council approved a resolution to start the process on 10.6.16. A compensation hearing was held on 3.15.17. An approval of the compensation as determined by the Linn County compensation board was approve by City Council on 4.20.17. The final plans will go before the City Council for approval in the first meeting in May to allow the project to be bid. CAPITAL PROJECTS (UNDERGOING DESIGN PHASE) 2017 Storm Sewer / Draintile: Locations are being evaluated in conjunction with the Public Service Department. Tower Terrace (C Avenue to Alburnett): Several meetings have been held. Anderson Bogert is the design engineer for the project. This is a joint project with Marion, Cedar Rapids and Linn County. The Environmental study is underway which could take 18 months. Additional funding has been applied for with the CMPO. The IDOT has requested a complete EA process which will add another year to the design process. Due to the extra expense a modification to the 28E will be required. Waldo Rock Park: The Parks Department has received a REAP Grant for this project. Much of the park has been developed by the Parks and Public Service Departments. Park lighting plan is out for Quotes due May 2 nd. Construction of this project will be summer 2017. Grant Wood Trail Extension: Anderson Bogert has submitted preliminary plans. Billings and Barkalow have started negotiations for easements and acquisitions. All acquisitions have been completed. The City is currently finishing up paperwork with the Iowa DNR. Central Corridor Phase at 13 th Street to 26 st Street Acquisitions: Universal has been hired by the Planning Department to start the acquisition and easement process. Hall and Hall is the design engineering firm for this project. A public meeting was held on 11.12.15 and ~20 individuals showed up the meeting to give them an update on the proposed project and the future acquisitions. Plans for 13 th Street to 19 th Street are almost complete however acquisitions may hold this project up during the 2017 construction season. The plans for 19 th to 26 th are also under design.
monthly report April 2017 Alburnett Road Extension: An RFP was released on 3.16.16 to the consultants which are due 4.13.16. Staff evaluated the RFP s to make a selection. Snyder and Associates was selected. Council approved a contract on 6.23.16 and a study of the alignment options has started. A meeting with staff to discuss items was held on 2.17.17. A meeting with the Parks Board will occurred on 4.12.17. A meeting with the water board is set for 5.9.17. A Public meeting has been set for 5.23.17 from 4:30 to 6:30 for the general public. Central Corridor Wetland Basin 31 st St to 35 th St: This site will now be used to establish additional wetlands for disturbance to other sites along the old RR ROW. This project was not funded in the 2017 work program. The Army Corps is reviewing the proposed wetland basin plan. 29th Avenue and HWY 13 Intersection Improvements Survey has been completed. Design has started. The IDOT did work in this area and survey will need to be redone. MISCELLANEOUS For new subdivisions, we GPS all the infrastructure and incorporate it into the GIS mapping. Last year s Capital projects and Subdivision infrastructure are being added to City maps. City owned street lights and respective electrical conduits are being added to the GIS. Sanitary sewer service inspections from the last year have been added to the GIS. The following permits were pulled during the month of May, 24 Sanitary Sewer Permits, 8 Driveway/Sidewalk Permits, 0 Major Erosion Control Permits, 26 Minor Erosion Control Permits and 2 Excavation in the ROW Permit. All sewer and street occupancy permits are inspected by an Engineering Tech and the erosion control permits are reviewed & approved by the Stormwater Coordinator. The driveway/sidewalk permit and excavation in the row permit totals do not include the inspections done on new residential construction where a separate permit is not issued for sidewalks, driveway approaches, or sump line connections, but inspections are still performed. 2014 Sidewalk Inspection Program: 3 of the 536 violations remain to be repaired for the south ½ of the City. A list was submitted to Assistant City Attorney for legal action. 2016 Sidewalk Inspection Program: Inspections have been completed. Notices went out to 186 properties for the north ½ of the City. Property owners have until August 16, 2016 to fix the identified violations. A second letter was mailed out 8.16.16 with a new deadline of 9.20.16 that have not addressed the violation. A third letter was sent as certified mail (10.3.16) to the remaining property owners that have not fixed their sidewalk violation; the new deadline is November 7, 2016. This is the last letter they will receive from the Engineering Department. The next notice will be from the City Attorney s Office, which will start the legal process. As of 4.11.17, out of the 186 violations marked, 4 remain to be repaired; approximately 97% have been completed; all remaining violations have been given an extension until May 2017.
monthly report April 2017 SUBDIVISIONS Authors 4 th Addition: Punch list items including storm and sanitary bonds remain. Authors 5 th Addition: Sanitary sewer and water main underground work completed. Storm partial completed. Bowman Meadows 4 th Addition: Trails along Alburnett Road were paved in April. Remainder of subdivision has punchlist items. Bowman Woods Unit 37: No work on this site this month. Briargate 6 th Addition: Plans approved. Site work has not started yet. Bridge Creek 4 th Addition: Preconstruction meeting set for May 2 nd for Larkspur Drive extension. Champion Estates 4 th Addition: Plans have been reviewed and comments sent back to Engineer. Country Club Estates 13 th Addition: Plans have been approved. Downing Farms 1 st Addition/Terrace Glen: Storm sewer and water main being installed. Downing Farms 2 nd Addition: Storm sewer and water main being installed. Echo Ridge Estates 1 st Addition: Punch list items remain. Echo Ridge Estates 2 nd Addition: Most underground work is completed. First United Methodist Church 1 st Addition: REC Drive plans approved with REC 2nd Addition. 35th Ave plans have been approved but will not be constructed at this time. Glen Rock Farms 7 th Addition: Prelim plans for Echo Hill Road and Winslow Road alignments have been submitted and reviewed.
monthly report April 2017 Prairie Hill 17 th Addition: A preconstruction meeting was held in April. Topsoil has been stripped from the site. Prairie Ridge Estates 7th: Punch list items. Bonds have been submitted. Prairie Trail 2nd: Nearly all underground work has been completed. COMMERCIAL DEVELOPMENT 1207 7 th Ave, Capital Commercial: This project has been on hold for months. Marion Public Services Site: Revised prelim plans were taken to P&Z and Council. No additional review this month. Legacy Site Plan: No new work this month. Punch list items remain on the basins Linn Mar High School Remodel: Site under construction. Croell Redi-Mix: Site under construction. Hotchkiss Commercial Property (Blairs Ferry Road): South basin outlet structure needs to be modified. Arctic Insulation Specialists (Partners Ave): Revised site plan reviewed and approved. No site work has started. Platinum Multi-use (29 th Ave and Prairie Hill Dr): Revised site plan reviewed and comments sent back to Consultant. No additional work this month. Blairs Ferry Senior Housing (830 Blairs Ferry Rd): Basins need to be re-graded to plans.
monthly report April 2017 MISD Longfellow Elementary: Building construction is on-going. Hy-Vee: No work has been done and revised plans have not been submitted. The Views Assisted Living (Oakbrook Drive): Site plans was approved. Minor grading has started. Linn County Business Park (5606 Business Lane): Building construction is on-going. Marion First United Methodist Church (35 th Ave and HWY 13): 35 th Avenue plans have been approved but Council has directed to just have the Church their share of dollars to the City instead of building the street. REC Drive will be constructed. Site plans have not been submitted. Parks and Schmidt (901 Tower Terrace Road): Building construction underway. 861 62 nd Street: Site work has started. Bladeworks (1440 Blairs Ferry Road): Sanitary sewer main has been extended. Site work has started Kwik Star HWY 151 and 62 nd St: Previously site plan and storm water calculations were reviewed and comments sent back to Consultant. No additional work this month. Hotel NE corner HWY 151 and 13: Site plan has been reviewed and comments sent to Consultant. Traffic study by Consultant was submitted to IDOT. HEC-RAS analysis was done and sent to Army Corps for review for LOMA. GLD Preliminary Plat, Central Corridor: Preliminary plat to Council in February. No additional work this month.
monthly report April 2017 Aldi s Addition: Site under construction KTRO Storage Phase II: Site grading has started. DMFA 12 unit apartments 2255, 2257 Bison Ct. : Site under construction. Sanitary sewer has been extended to the site. Morris Wood Self-Storage 1111 Eagleview: Site plan was reviewed and approved. Flood plain development permit was approved after discussion at Council. No site work yet. Ross Veterinary Partners Ave: Site plan was reviewed and approved. Site work has not started. Morris/Wood Shop 6271 Partners Ave: Site work has started. Industrial Ave Storage Garages: Site plan was approved and site grading has started. Iowa Walls Warehouse: Site plan was reviewed. Burger may ask Council for additional accesses onto site. HWY 13 and 151 Development Project: Site plan has been reviewed and grading in flood plain permit has been to Council. Waiting for IDNR approved before signing off on grading plan. MS4 PERMIT & STORM WATER MANAGEMENT Ongoing SWPPP inspections of GP#2 construction sites. Hosted the first developer/builder workshop on April7 to educate the development community on processes and requirements for building and erosion control permits. Presented at Indian Creek Nature Center s Soak It Up workshop for to educate residents about residential stormwater BMP and promote Marion s rebate program. Attended the Indian Creek Watershed Management Authority Board meeting on April 12.
Hosted the IDNR MS4 meeting for Field Offices 1 and 6 at Lowe Park on April 13. Attended the EPA and IDNR meeting in Windsor Heights on April 25. monthly report April 2017 Continued meetings with developers and builders about quarterly SWPPP inspections, Transfer of Ownership Agreements, and enforcement of erosion control policies for building sites. Continued work on improvements to training and workshops offered in cooperation with ISWEP. ADMINISTRATION Attended Spring Preconstruction Meeting - Winslow Rd Reconstruction Attended RISE Grant Discussion Attended FUMC - 35th Ave - Discussion with City Attended Parks Board - Alburnett Road Extension Discussion Attended Capital Projects Team Meeting Attended Armar Dr. Financing Meeting Attended ITC Midwest Sub Station Meeting Attended Early Retirement Meeting Attended Ribbon Cutting - Tower Terrace Road Attended Indian Creek Trunk Sewer - Segment 7 Meeting Attended 151/13 Development TSIP Application Meeting Attended Letting HMA Project Attended Letting Sliplining Project Attended Letting - Sanitary MH Project Attended Bridge Reports - Calhoun Burns Meeting Attended Marion Project Coordination Meeting, Hall and Hall Attended Indian Creek Trunk Sewer Discussion - VK Engineering Attended Bridge Creek 4th Preconstruction Meeting Attended Tower Terrace Road Construction Meeting with CR Attended Alburnett Road Extension - Water Board Attended Fireworks Discussion Continued participation with APWA 2018 PWX Management Committee Attended Monthly Development/Project Check-Ins Meeting Attended Meeting with Engineering Staff / Hall and Hall - Central Corridor - 13th to 19th Attended City Square Park/Library Plaza Discussion Meeting Continued discussion regarding Kwik Star - HWY 151 / 62nd Continued to work with Cedar Rapids regarding Indian Creek Trunk Sewer Development Continued to work with Cedar Rapids regarding Tower Terrace Road Development Attended Monthly Utility Meeting
Attended Linn Mar Schools Meeting Continued discussion regarding Central Corridor Project 13 TH to 31 ST Street Continued distribution of Weekly Project Update Email Continued regular engineering staff and supervisory meetings Attended Regular Subdivision Review Meetings (2) Performed monthly update of Engineering Work Program (progress tracking) Evaluated and presented several TAC items to City Council Attended Department Head Meeting monthly report April 2017 This report does not include items directly related to council meetings or daily phone calls and requests.
FINANCE REPORT April 30, 2017 FUND FUND NAME BEGINNING BALANCE RECEIPTS TRANSFERS IN EXPENSES TRANSFERS OUT ENDING BALANCE OUTSTANDING ITEMS TREASURER'S BALANCE 101 GENERAL 5,335,103.30 5,060,586.62 116,457.75 1,417,032.30 9,095,115.37 105 EQUIPMENT RESERVE 1,893,513.10 0.00 18,200.69 1,875,312.41 106 SPECIAL CENSUS RESERVE 63,535.10 0.00 0.00 63,535.10 107 TAX STABILIZATION 230,653.48 0.00 0.00 230,653.48 108 HOTEL/MOTEL 139,263.11 0.00 0.00 139,263.11 110 ROAD USE TAX 4,056,628.99 266,322.55 117,324.82 4,205,626.72 111 ROAD USE REPLACEMENT 1,628,763.79 39.64 0.00 1,628,803.43 112 EMPLOYEE BENEFITS 768,750.04 0.00 24,520.85 744,229.19 121 LOCAL OPTION SALES TAX 6,185,322.00 354,820.15 12,958.30 50,620.22 6,476,563.63 130 SPECIAL REVENUE/T&A 186,971.41 1,676,961.43 0.00 116,457.75 1,747,475.09 131 T&A - SWAMP FOX 12,172.13 3,500.00 0.00 15,672.13 132 T&A - CANINE 29,178.23 0.00 463.19 28,715.04 133 T&A - FORFEITURE 44,234.67 1,528.64 (351.55) 46,114.86 140 WINSLOW ROAD URA 369,194.08 37,295.02 0.00 406,489.10 141 COMMERCE CORRIDOR URA 1,505,384.53 1,004,498.00 0.00 2,509,882.53 142 WEST TOWER TERRACE URA 141,235.77 126,580.65 0.00 267,816.42 144 HIGHWAY 13 N 1 URA 41,631.91 19,489.43 0.00 61,121.34 160 ECONOMIC DEVELOPMENT (CDBG) 185,629.41 14,658.00 0.00 200,287.41 180 PENSION-SELF INS. 687,027.54 211.29 0.00 687,238.83 200 DEBT SERVICE 1,519,926.58 1,250,169.43 0.00 2,770,096.01 301 CAPITAL PROJECT 16,062,620.00 931.64 50,620.22 1,968,668.88 14,145,502.98 302 ECONOMIC DEV INFRASTRUCTURE 193,842.88 0.00 0.00 193,842.88 310 PARK DEVELOPMENT 171,018.20 0.00 0.00 171,018.20 320 MAINTENANCE BOND FUND 329,718.17 5,060.67 0.00 334,778.84 325 SUBDIVISION DEV ESCROW 42,184.20 0.00 0.00 42,184.20 400 FLEET MAINTENANCE (622.26) 0.00 1,561.07 (2,183.33) 510 CEMETERY PERP. CARE 174,006.04 520.00 0.00 174,526.04 520 CEMETERY MEMORIAL 1,376.97 0.00 0.00 1,376.97 610 SANITARY SEWER 1,113,410.61 305,669.85 83,966.60 1,335,113.86 615 SEWER REPLACEMENT 2,723,450.51 35,700.65 0.00 2,759,151.16 630 CITY COMMUNICATIONS 479,850.63 100.00 31.32 479,919.31 670 SOLID WASTE 278,219.37 232,707.12 146,773.88 364,152.61 675 SOLID WASTE REPLACEMENT 1,029,378.94 25,455.77 0.00 1,054,834.71 720 URBAN FOREST UTILITY 523,833.44 32,350.32 64,924.85 491,258.91 740 STORMWATER MANAGEMENT 1,416,317.03 81,550.53 43,942.38 1,453,925.18 820 HEALTH INSURANCE 2,356,239.53 208,468.93 232,027.45 2,332,681.01 SUBTOTAL 51,918,963.43 10,745,176.33 167,077.97 4,132,045.03 167,077.97 58,532,094.73 594,929.27 59,127,024.00 WATER DEPT. 4,515,732.06 955,718.74 26,444.58 831,420.29 26,444.58 4,640,030.51 91,012.01 4,731,042.52 TOTAL 56,434,695.49 11,700,895.07 193,522.55 4,963,465.32 193,522.55 63,172,125.24 685,941.28 63,858,066.52
Cash and Investments by Location 4/30/2017 Savings/Investments Accounts by Fund Total IPAIT Wells Fargo Farmers State Bank US Bank Waddell & Reed Money Market Govt Securities 101 General 2,774,023.21 2,331,757.99 0.00 442,265.22 105 Equipment Reserve 174,168.75 174,168.75 107 Tax Stabilization 19,356.40 19,356.40 111 Road Use Replacement 120,163.95 120,163.95 0.00 112 Employee Benefits 351,453.81 351,453.81 121 Local Option Sales Tax 323,702.53 323,702.53 133 Asset Forfeiture 98,504.09 98,504.09 0.00 180 Pension 254,173.61 209,549.49 44,624.12 200 Debt Service 7,880.53 7,880.53 0.00 301 Capital Projects - Misc 11,854,930.08 2,092,215.69 9,762,714.39 301 Capital Projects - Paving Escrow 14,358.45 14,358.45 0.00 510 Cemetery Perpetual Care 123,291.65 123,291.65 0.00 520 Cemetery Memorial 2,009.58 3.79 2,005.79 0.00 610 Sanitary Sewer 351,755.42 351,755.42 0.00 615 Sewer Replacement 517,546.09 517,546.09 670 Solid Waste 405,005.00 405,005.00 675 Solid Waste Replacement 389,729.05 389,729.05 999 Treasury Fund - Pooled Cash 39,990,400.02 5,807,779.58 31,961,730.46 2,030,648.79 190,241.19 0.00 Total 57,772,452.22 4,918,135.82 5,807,779.58 32,395,081.48 2,030,648.79 190,241.19 12,430,565.36 Petty Cash/Operating Accounts TOTAL IPAIT WELLS FARGO FSB US BANK Waddell & Reed Govt Securities Checking (Operating) Accounts 1,350,924.53 0.00 1,350,924.53 Petty Cash 3,647.25 Total 1,354,571.78 0.00 0.00 1,350,924.53 0.00 0.00 0.00 Total Cash and Investments 59,127,024.00 4,918,135.82 5,807,779.58 33,746,006.01 2,030,648.79 190,241.19 12,430,565.36 Percent by Location 100.00% 8.32% 9.82% 57.07% 3.43% 0.32% 21.02%
DESCRIPTI ON CUSIP DATE AQUIRED FUND LOCATION HELD MATURITY DATE RATE U.S. Government Securities 4/30/2017 ORIGINAL FACE VALUE CURRENT BANK PRINCIPAL PREMIUM (DISCOUNT) ACCRUED INTEREST INTEREST ADJ PREMI/DISC INT ADJ CURRENT BOOK BALANCE INTEREST CURR MO INTEREST YTD GNMA 36208MPV1 6/14/2003 001 G.F. Waddell Reed 12/15/2027 6.50% 131,051 3,791.00 4,000.00 7,791.00 20.77 232.77 GNMA 36202DWF4 7/22/2003 001 G.F. Waddell Reed 2/20/2033 5.50% 280,664 10,563.89 5,000.00 15,563.89 49.69 530.38 GNMA 38374E5M5 2/19/2004 001 G.F. Waddell Reed 6/20/2033 5.00% 560,000 397,364.32 (9,100.00) 388,264.32 1,686.65 18,274.31 GNMA 36207KMV9 6/27/2003 001 G.F. Waddell Reed 4/15/2029 7.00% 165,092 6,271.30 4,000.00 10,271.30 36.74 374.47 GNMA 36202DX89 6/26/2003 001 G.F. Waddell Reed 6/20/2033 5.50% 100,000 4,584.08 3,500.00 8,084.08 21.30 227.97 GNMA 36202DXT3 6/19/2003 001 G.F. Waddell Reed 5/20/2033 5.50% 59,850 2,505.94 2,000.00 4,505.94 11.67 126.02 GNMA 38374MHH5 11/28/2005 001 G.F. Waddell Reed 10/17/2032 5.50% 122,000 5,339.69 2,445.00 7,784.69 27.09 495.15 GNMA 38373VAH3 8/7/2002 005 Equip Res Waddell Reed 6/20/2032 6.00% 1,000,000 23,931.35 17,333.33 41,264.68-698.53 GNMA 38374VSP5 10/5/2016 005 Equip Res Waddell Reed 6/16/2039 5.00% 46,000 45,999.82 8,523.51 29.24 54,552.57 189.32 1,135.92 GNMA 38375C5S5 10/31/2016 005 Equip Res Waddell Reed 9/16/2042 3.00% 77,000 77,000.00 1,155.00 196.50 78,351.50 192.50 1,155.00 GNMA 38373RZM4 11/16/2001 007 Tax Stab Waddell Reed 10/20/2031 6.00% 100,000 17,602.40 1,754.00 19,356.40 89.84 961.31 GNMA 38374BSB0 8/20/2003 112 Empl Ben Waddell Reed 3/20/2033 5.50% 900,000 364,948.81 (13,495.00) 351,453.81 1,760.23 20,607.50 GNMA 38379JKK6 10/5/2016 121 LOST Waddell Reed 2/20/2045 3.50% 38,000 38,000.00 2,660.00 18.78 40,678.78 110.83 664.98 GNMA 38379NP30 10/5/2016 121 LOST Waddell Reed 7/20/2045 3.50% 44,000 44,000.00 3,300.00 21.11 47,321.11 128.33 769.98 GNMA 38380AC39 10/31/2016 121 LOST Waddell Reed 7/20/2046 2.50% 50,000 50,000.00 (1,375.00) 108.17 48,733.17 104.17 625.02 GNMA 38378WXM0 4/4/2017 121 LOST Waddell Reed 12/20/2042 4.00% 90,000 90,000.00 3,150.00 34.00 93,184.00-0.00 GNMA 38376MFD4 4/4/2017 121 LOST Waddell Reed 2/20/2047 3.00% 94,000 94,000.00 (241.97) 27.44 93,785.47-0.00 GNMA 38374BTM5 9/24/2003 180 Pension Waddell Reed 8/20/2033 5.50% 65,000 44,136.62 487.50 44,624.12 205.40 2,201.50 GNMA (NAT S 3391144 9/19/1986 180 Pension MidFirst 8/15/2016 9.00% 100,000 0.21 0.00 (0.21) (0.00) - 0.17 GNMA (CURR 5464578 10/18/88 301 C.P. Midfirst 8/15/2017 9.00% 100,000 (4.20) 0.00 4.20 0.00 - - GNMA (NATIO 3379538 09/19/86 301 C.P. Midfirst 8/15/2016 9.00% 100,000 697.30 0.00 (697.30) 0.00-0.17 GNMA (HUNT 6102769 07/28/89 301 C.P. Midfirst 6/15/2019 10.50% 50,000 (336.21) 0.00 336.21 0.00 - (7.10) GNMA 38373WDX3 02/28/02 301 C.P. Waddell Reed 1/20/2032 6.50% 92,000 0.00 1,000.00 1,000.00-47.05 GNMA 38374KP23 03/03/06 301 C.P. Waddell Reed 3/20/2035 5.50% 77,000 54,517.01 582.50 55,099.51 249.89 2,709.50 GNMA 38373QXC0 07/29/05 301 C.P. Waddell Reed 10/16/2032 5.50% 269,000 5,886.90 9,083.75 14,970.65 29.87 545.89 GNMA 38374MSX8 08/01/06 301 C.P. Waddell Reed 12/20/2034 5.50% 111,000 (0.01) (3,879.50) (3,879.51) 5.14 574.49 GNMA 36202EP94 09/27/05 301 C.P. Waddell Reed 11/20/2037 5.50% 290,274 18,937.11 0.00 18,937.11 41.53 463.60 GNMA 38374KWQ2 08/26/05 301 C.P. Waddell Reed 2/20/2035 5.00% 255,000 255,000.00 (1,902.50) 253,097.50 1,062.50 10,625.00 GNMA 38374KLR2 08/28/05 301 C.P. Waddell Reed 10/20/2034 5.00% 113,000 61,943.22 (282.50) 61,660.72 255.88 2,780.47 GNMA 38374L2G5 01/31/06 301 C.P. Waddell Reed 9/20/2035 5.00% 108,000 65,621.43 (3,991.00) 61,630.43 278.78 3,037.45 GNMA 38374KLR2 04/26/05 301 C.P. Waddell Reed 10/20/2034 5.00% 129,000 68,218.13 (322.50) 67,895.63 304.62 3,310.08 GNMA 38374KP23 05/25/06 301 C.P. Waddell Reed 3/20/2035 5.50% 127,000 90,317.23 (3,487.00) 86,830.23 425.49 4,613.51 GNMA 38374K2D4 12/30/05 301 C.P. Waddell Reed 4/16/2005 5.50% 97,000 43,837.62 1,702.50 45,540.12 206.39 2,247.56 GNMA II 36202D5D9 05/20/04 301 C.P. Waddell Reed 4/20/2034 5.50% 298,072 20,768.78 2,000.00 22,768.78 96.64 1,049.70 GNMA 36201APF9 05/20/04 301 C.P. Waddell Reed 1/15/2032 6.00% 217,521 8,330.00 4,000.00 12,330.00 41.82 426.57 GNMA 36225BHZ4 05/21/04 301 C.P. Waddell Reed 7/15/2029 6.00% 306,179 16,713.18 3,000.00 19,713.18 84.97 920.90 GNMA 38374H5M8 09/30/04 301 C.P. Waddell Reed 4/20/2034 5.50% 84,000 29,578.91 2,105.00 31,683.91 143.84 1,759.30 GNMA 38374KUJ0 06/24/05 301 C.P. Waddell Reed 9/20/2034 5.00% 139,000 130,639.94 2,085.00 132,724.94 562.94 5,775.47 US TREASUR 38373RW21 11/30/2001 301 C.P. Waddell Reed 11/20/2031 6.00% 400,000 63,262.45 (2,996.00) 60,266.45 322.32 3,522.73 US TREASUR 38373RZM4 11/21/2001 301 C.P. Waddell Reed 10/20/2031 6.00% 300,000 52,807.16 4.00 52,811.16 269.53 2,884.00 GNMA 38374MVF3 4/1/2006 301 C.P. Waddell Reed 3/20/2024 5.50% 108,000 31,510.27 1,085.50 32,595.77 151.37 1,856.71 GNMA 36202DY21 9/30/2003 301 C.P. Waddell Reed 8/20/2033 5.50% 800,000 59,139.96 11,875.55 71,015.51 265.88 2,859.02 GNMA 38374HF88 6/1/2005 301 C.P. Waddell Reed 9/20/2034 5.50% 97,000 97,000.00 3,395.00 100,395.00 444.58 4,445.80 GNMA 38373VP95 7/1/2004 301 C.P. Waddell Reed 11/16/2032 6.00% 100,000 50,846.25 2,375.00 53,221.25 256.42 2,728.12 GNMA 38374ESC2 1/13/2004 301 C.P. Waddell Reed 11/20/2033 5.50% 54,000 26,641.31 1,147.50 27,788.81 124.28 1,341.37 GNMA 38374JYA8 12/1/2004 301 C.P. Waddell Reed 10/20/2034 5.50% 335,000 335,000.00 5,030.00 340,030.00 1,535.41 15,354.18 GNMA 38374KQT3 1/28/2005 301 C.P. Waddell Reed 3/17/2033 5.50% 168,000 168,000.00 4,200.00 172,200.00 770.00 7,700.00 GNMA 38374KQT3 2/1/2005 301 C.P. Waddell Reed 3/17/2033 5.50% 50,000 50,000.00 1,375.00 51,375.00 229.17 2,291.61 GNMA 38373Y5V2 6/28/2007 301 C.P. Waddell Reed 2/20/2033 5.50% 100,000 17,606.53 (1,875.00) 15,731.53 82.82 883.97
U.S. Government Securities 4/30/2017 DESCRIPTI ON CUSIP DATE AQUIRED FUND LOCATION HELD MATURITY DATE RATE ORIGINAL FACE VALUE CURRENT BANK PRINCIPAL PREMIUM (DISCOUNT) ACCRUED INTEREST INTEREST ADJ PREMI/DISC INT ADJ CURRENT BOOK BALANCE INTEREST CURR MO INTEREST YTD GNMA 38374MV89 1/22/2007 301 C.P. Waddell Reed 4/20/2036 6.00% 100,000 40,963.86 3,250.00 44,213.86 205.46 2,393.15 GNMA 38374BDM2 4/16/2007 301 C.P. Waddell Reed 7/20/2033 5.00% 100,000 100,000.00 (4,375.00) 95,625.00 416.67 4,166.70 GNMA 36200QW75 12/1/2007 301 C.P. Waddell Reed 11/20/2037 5.50% 200,000 21,069.62 5,000.00 26,069.62 94.03 1,011.21 GNMA 36202EQL6 1/28/2008 301 C.P. Waddell Reed 12/20/2037 5.50% 250,000 11,652.99 9,967.53 21,620.52 53.17 601.39 GNMA 38374LG88 12/1/2007 301 C.P. Waddell Reed 8/20/2035 5.00% 152,000 99,973.80 (8,360.00) 91,613.80 418.77 4,546.74 GNMA 38374E5M5 12/1/2007 301 C.P. Waddell Reed 6/20/2033 5.00% 68,000 47,898.94 (3,825.00) 44,073.94 204.21 2,212.58 GNMA 36202ES83 6/30/2008 301 C.P. Waddell Reed 5/20/2038 5.00% 181,000 12,849.34 905.00 13,754.34 54.83 608.39 GNMA 38375PT84 11/26/2008 301 C.P. Waddell Reed 6/16/2037 5.50% 100,000 100,000.00 (500.00) 99,500.00 458.33 4,583.30 GNMA 36202EK73 4/30/2009 301 C.P. Waddell Reed 11/20/2036 5.00% 88,699 10,524.20 0.00 10,524.20 22.60 243.85 GNMA 38375KLC4 4/1/2009 301 C.P. Waddell Reed 6/16/2037 5.50% 157,940 99,231.31 0.00 99,231.31 426.25 4,694.14 GNMA 36202EM97 6/18/2009 301 C.P. Waddell Reed 5/20/2037 5.00% 84,785 11,160.73 0.00 11,160.73 29.38 320.79 GNMA 36202E5G0 6/25/2009 301 C.P. Waddell Reed 5/20/2039 5.00% 108,914 16,457.62 0.00 16,457.62 53.00 583.73 GNMA 36202E6D6 9/23/2009 301 C.P. Waddell Reed 6/20/2039 4.50% 110,000 16,395.80 3,131.43 19,527.23 75.31 846.58 GNMA 38374KLR2 9/28/2009 301 C.P. Waddell Reed 10/20/2034 5.00% 170,000 92,199.22 5,099.99 97,299.21 389.91 4,236.90 GNMA 36202FCN4 11/23/2009 301 C.P. Waddell Reed 11/20/2039 4.50% 135,000 28,258.12 5,906.25 34,164.37 108.14 1,205.27 GNMA 36202E6E4 7/28/2009 301 C.P. Waddell Reed 6/20/2039 5.00% 124,000 19,295.51 5,920.31 25,215.82 80.69 899.55 GNMA 36201XQH4 1/23/2009 301 C.P. Waddell Reed 4/15/2036 6.00% 100,000 15,066.50 0.00 15,066.50 48.53 510.94 GNMA 36202EVM8 9/25/2008 301 C.P. Waddell Reed 8/20/2038 5.00% 126,000 8,965.01 622.06 9,587.07 38.20 425.96 GNMA 383742VE0 4/18/2008 301 C.P. Waddell Reed 6/20/2036 5.00% 100,000 20,845.57 1,500.00 22,345.57 102.53 1,639.30 GNMA 38374EQ91 3/30/2004 301 C.P. Waddell Reed 12/20/2033 5.00% 56,000 16,259.24 (140.00) 16,119.24 69.05 739.74 GNMA 36202E6D6 11/30/2009 301 C.P. Waddell Reed 6/20/2039 4.50% 120,000 26,839.80 4,158.67 30,998.47 81.58 917.10 GNMA 36202FDB9 1/21/2010 301 C.P. Waddell Reed 12/20/2039 4.50% 182,000 40,386.77 3,800.34 44,187.11 153.66 1,723.34 GNMA 36202FDW3 1/21/2010 301 C.P. Waddell Reed 1/20/2040 4.50% 155,000 34,429.34 6,006.25 40,435.59 131.78 1,466.78 GNMA 36202FEH5 2/1/2010 301 C.P. Waddell Reed 2/20/2040 4.50% 100,000 21,884.60 3,750.00 25,634.60 83.65 928.74 GNMA 36202FFT8 4/29/2010 301 C.P. Waddell Reed 4/20/2040 4.50% 130,000 26,999.51 4,712.50 31,712.01 103.11 1,156.38 GNMA 36202E7F0 6/28/2010 301 C.P. Waddell Reed 7/20/2039 4.00% 121,000 32,089.50 1,763.14 33,852.64 99.19 1,104.27 GNMA 36202FJP2 8/23/2010 301 C.P. Waddell Reed 8/20/2040 4.00% 119,000 29,221.51 6,991.25 36,212.76 99.86 1,117.42 GNMA 38374LG88 9/28/2010 301 C.P. Waddell Reed 8/20/2035 4.18% 135,000 89,953.28 10,125.00 100,078.28 386.56 4,197.00 GNMA 38374LWF4 10/28/2010 301 C.P. Waddell Reed 7/20/2035 5.00% 133,000 133,000.00 10,972.50 143,972.50 554.17 5,541.70 GNMA 38374KRU9 11/29/2010 301 C.P. Waddell Reed 1/20/2035 5.00% 100,000 100,000.00 8,250.00 108,250.00 625.00 6,250.00 GNMA 36202FMA1 12/23/2010 301 C.P. Waddell Reed 11/20/2040 4.00% 123,000 39,740.60 3,320.82 43,061.42 118.77 1,324.69 GNMA 38377THV6 1/28/2011 301 C.P. Waddell Reed 12/20/2040 4.50% 120,000 120,000.00 1,800.00 121,800.00 450.00 4,500.00 GNMA 38374T6M1 3/28/2011 301 C.P. Waddell Reed 6/20/2039 5.00% 150,000 150,000.00 4,875.00 154,875.00 895.83 8,145.81 GNMA 38377RJX4 5/31/2011 301 C.P. Waddell Reed 5/20/2040 4.50% 150,000 150,000.00 (13,978.03) 136,021.97 - - GNMA 38374KLR2 7/28/2011 301 C.P. Waddell Reed 10/20/2034 4.35% 118,000 64,512.02 6,488.99 71,001.01 268.06 2,912.87 GNMA 38378DW68 4/10/2012 301 C.P. Waddell Reed 10/16/2041 3.50% 145,000 145,000.00 0.00 145,000.00 422.92 4,229.20 GNMA 38378DX42 4/26/2012 301 C.P. Waddell Reed 3/16/2042 3.50% 148,000 148,000.00 0.00 148,000.00 431.67 4,316.70 GNMA 38377QPV3 6/5/2012 301 C.P. Waddell Reed 2/20/2041 4.50% 100,000 100,000.00 8,500.00 108,500.00 375.00 3,750.00 GNMA 36179MCY4 7/23/2012 301 C.P. Waddell Reed 5/20/2042 3.00% 250,000 120,097.95 16,448.90 136,546.85 299.44 3,255.37 GNMA 36179MCY4 7/24/2012 301 C.P. Waddell Reed 5/20/2042 3.00% 195,000 92,934.05 14,042.69 106,976.74 235.27 2,557.79 GNMA 36179ME22 8/24/2012 301 C.P. Waddell Reed 6/20/2042 3.00% 170,000 89,582.49 8,337.25 97,919.74 224.07 2,414.09 GNMA 38375GFR7 9/28/2012 301 C.P. Waddell Reed 7/20/2042 3.00% 130,000 130,000.00 3,575.00 133,575.00 325.00 3,250.00 GNMA 38375GFR7 10/29/2012 301 C.P. Waddell Reed 7/20/2042 3.00% 115,000 115,000.00 2,300.00 117,300.00 287.50 2,875.00 GNMA 38378GBF4 11/30/2012 301 C.P. Waddell Reed 11/20/2042 2.50% 130,000 130,000.00 (1,300.00) 128,700.00 270.83 2,708.30 GNMA 38375DKN7 12/31/2012 301 C.P. Waddell Reed 7/16/2038 5.50% 109,000 109,000.00 19,483.75 128,483.75 499.58 4,995.80 GNMA 38378EW41 1/31/2013 301 C.P. Waddell Reed 6/20/2042 2.50% 82,000 82,000.00 (3,690.00) 78,310.00 170.83 1,708.30 GNMA 38378GZ92 1/31/2013 301 C.P. Waddell Reed 11/20/2042 3.00% 140,000 140,000.00 (700.00) 139,300.00 350.00 3,500.00 GNMA 38378FJT8 3/28/2013 301 C.P. Waddell Reed 1/20/2043 3.00% 140,000 140,000.00 (1,400.00) 138,600.00 350.00 3,500.00 GNMA 38378F3Y4 5/1/2013 301 C.P. Waddell Reed 2/20/2043 3.00% 138,000 138,000.00 1,725.00 139,725.00 345.00 3,450.00 GNMA 38378THJ2 6/26/2013 301 C.P. Waddell Reed 5/20/2043 3.50% 270,000 270,000.00 (1,350.00) 268,650.00 787.50 7,875.00 GNMA 38376CN62 10/7/2013 301 C.P. Waddell Reed 10/20/2039 5.00% 100,000 100,000.00 9,125.00 109,125.00 416.67 4,166.70 GNMA 38378WR39 10/10/2013 301 C.P. Waddell Reed 10/20/2039 5.00% 178,000 178,000.00 (2,447.50) 175,552.50 593.33 5,933.30 GNMA 38378VHJ7 11/5/2013 301 C.P. Waddell Reed 12/20/2042 3.50% 45,000 10,239.66 (371.25) 9,868.41 36.95 905.37
U.S. Government Securities 4/30/2017 DESCRIPTI ON CUSIP DATE AQUIRED FUND LOCATION HELD MATURITY DATE RATE ORIGINAL FACE VALUE CURRENT BANK PRINCIPAL PREMIUM (DISCOUNT) ACCRUED INTEREST INTEREST ADJ PREMI/DISC INT ADJ CURRENT BOOK BALANCE INTEREST CURR MO INTEREST YTD GNMA 38378FJ50 11/5/2013 301 C.P. Waddell Reed 2/20/2043 3.00% 104,000 104,000.00 (14,300.00) 89,700.00 260.00 2,600.00 GNMA 36179M5L0 2/28/2014 301 C.P. Waddell Reed 3/20/2043 3.00% 260,000 164,890.38 (10,646.36) 154,244.02 385.31 4,146.07 GNMA 38378YY86 4/28/2014 301 C.P. Waddell Reed 2/16/2044 4.00% 140,000 140,000.00 1,050.00 141,050.00 466.67 4,666.70 GNMA 38378VHK4 7/28/2014 301 C.P. Waddell Reed 12/20/2042 3.50% 220,000 220,000.00 (1,925.00) 218,075.00 641.67 6,416.70 GNMA 38378JXP2 12/16/2014 301 C.P. Waddell Reed 1/20/2042 3.00% 100,000 100,000.00 2,719.00 102,719.00 250.00 2,500.00 GNMA 38379GD61 12/17/2014 301 C.P. Waddell Reed 10/20/2044 3.00% 100,000 915.56 848.73 1,764.29-120.80 GNMA 38379GD61 1/2/2015 301 C.P. Waddell Reed 10/20/2044 3.00% 100,000 915.60 (311.45) 604.15-120.78 GNMA 38379GD61 1/6/2015 301 C.P. Waddell Reed 10/20/2044 3.00% 100,000 915.56 (311.45) 604.11-120.78 GNMA 38379HGA7 1/6/2015 301 C.P. Waddell Reed 12/20/2044 3.00% 100,000 59,024.48 1,534.91 60,559.39 156.99 1,761.97 GNMA 38379JR45 4/6/2015 301 C.P. Waddell Reed 2/20/2043 3.00% 100,000 100,000.00 (500.00) 99,500.00 250.00 2,500.00 GNMA 38378GPW2 4/6/2015 301 C.P. Waddell Reed 12/20/2042 2.00% 100,000 100,000.00 (9,187.00) 90,813.00 166.67 1,666.70 GNMA 38374TTQ7 4/6/2015 301 C.P. Waddell Reed 4/16/2039 4.50% 100,000 51,381.22 10,000.00 61,381.22 521.36 5,804.78 GNMA 38378HQM1 6/2/2015 301 C.P. Waddell Reed 8/16/2042 1.50% 135,000 74,341.77 0.00 74,341.77 95.67 1,013.84 GNMA 38378AV81 6/9/2015 301 C.P. Waddell Reed 11/20/2041 3.00% 50,000 36,978.03 (2,648.63) 34,329.40 88.75 946.18 GNMA 3837XX4L3 6/16/2015 301 C.P. Waddell Reed 11/20/2042 2.00% 82,000 63,848.52 (23,916.80) 39,931.72 79.13 887.93 GNMA 38375GZ20 6/17/2015 301 C.P. Waddell Reed 8/20/2042 2.00% 135,000 64,376.23 (20,385.00) 43,991.23 178.64 2,063.55 GNMA 38378GNY0 6/16/2015 301 C.P. Waddell Reed 12/20/2042 2.00% 50,000 47,931.58 (12,781.79) 35,149.79 69.92 715.97 GNMA 38378DRZ0 7/23/2015 301 C.P. Waddell Reed 8/20/2037 2.50% 99,570 40,879.97 0.00 40,879.97 82.21 1,063.90 GNMA 38377YH37 7/31/2015 301 C.P. Waddell Reed 9/16/2041 3.00% 153,905 78,945.96 0.00 78,945.96 291.43 3,431.89 GNMA 38379GMF1 8/28/2015 301 C.P. Waddell Reed 9/20/2044 3.50% 100,000 100,000.00 2,000.00 102,000.00 291.67 2,916.70 GNMA 38379GMF1 8/31/2015 301 C.P. Waddell Reed 9/20/2044 3.50% 100,000 100,000.00 1,500.00 101,500.00 291.66 2,916.60 GNMA 38374KUR2 10/13/2015 301 C.P. Waddell Reed 2/20/2035 5.00% 40,000 29,055.68 2,764.82 31,820.50 117.11 1,271.76 GNMA 38374VMH9 10/13/2015 301 C.P. Waddell Reed 6/16/2037 4.50% 25,000 25,000.00 2,750.00 27,750.00 93.75 937.50 GNMA 38377JMU4 10/13/2015 301 C.P. Waddell Reed 9/20/2038 4.50% 47,000 47,000.00 4,112.50 51,112.50 176.25 1,762.50 GNMA 38377LTS7 10/13/2015 301 C.P. Waddell Reed 5/20/2040 4.50% 30,000 29,651.47 2,850.00 32,501.47 112.50 1,125.00 GNMA 38378CXR3 10/13/2015 301 C.P. Waddell Reed 8/16/2039 3.50% 43,000 43,000.00 2,042.50 45,042.50 125.42 1,254.20 GNMA 38377YH37 10/13/2015 301 C.P. Waddell Reed 9/16/2041 3.00% 50,000 50,000.00 (12,015.90) 37,984.10 - - GNMA 38379P2Y2 11/13/2015 301 C.P. Waddell Reed 6/20/2045 3.00% 100,000 84,399.37 (979.71) 83,419.66 215.39 2,314.20 GNMA 38377R2M6 11/20/2015 301 C.P. Waddell Reed 12/20/2040 4.50% 90,000 90,000.00 9,787.50 99,787.50 338.96 3,389.60 GNMA 38374KRU9 11/27/2015 301 C.P. Waddell Reed 1/20/2035 5.00% 50,000 50,000.00 7,500.00 57,500.00 - - GNMA 38377R2M6 12/1/2015 301 C.P. Waddell Reed 12/20/2040 4.50% 41,000 41,000.00 4,458.75 45,458.75 152.29 1,522.90 GNMA 38378HK39 12/1/2015 301 C.P. Waddell Reed 10/20/2042 2.00% 50,000 50,000.00 (6,750.00) 43,250.00 83.33 833.30 GNMA 38374TTQ7 1/14/2016 301 C.P. Waddell Reed 4/16/2039 4.50% 90,000 90,000.00 3,887.29 93,887.29 - - GNMA 38379JYU9 2/1/2016 301 C.P. Waddell Reed 2/20/2045 2.50% 70,000 5,801.91 (6,122.89) (320.98) - 9.70 GNMA 38379TQU6 2/3/2016 301 C.P. Waddell Reed 1/20/2046 3.00% 120,000 105,292.18 1,476.69 106,768.87 265.64 2,810.60 GNMA 38379NBA9 2/3/2016 301 C.P. Waddell Reed 6/20/2044 2.50% 70,000 56,027.65 (4,734.45) 51,293.20 109.04 1,183.01 GNMA 38378PX86 3/31/2016 301 C.P. Waddell Reed 1/20/2044 3.50% 100,000 100,000.00 1,375.00 101,375.00 291.67 2,916.70 GNMA 38379JR78 3/31/2016 301 C.P. Waddell Reed 11/20/2044 2.50% 98,500 100,000.00 (1,500.00) 98,500.00 208.33 2,083.30 GNMA 38375KEX6 5/26/2016 301 C.P. Waddell Reed 6/20/2037 5.50% 95,000 94,394.88 14,250.00 108,644.88 435.42 4,354.20 GNMA 38377VT89 5/26/2016 301 C.P. Waddell Reed 7/20/2039 4.00% 75,000 75,000.00 6,375.00 81,375.00 250.00 2,500.00 GNMA 38375PSY8 5/31/2016 301 C.P. Waddell Reed 11/20/2037 5.25% 27,000 27,000.00 5,130.00 32,130.00 118.12 1,354.77 GNMA 38378H3H7 5/31/2016 301 C.P. Waddell Reed 10/20/2042 2.00% 51,000 51,000.00 (3,952.50) 47,047.50 85.00 850.00 GNMA 38375GUN9 6/30/2016 301 C.P. Waddell Reed 8/20/2042 2.50% 72,000 75,000.00 (3,000.00) 72,000.00 156.25 1,406.25 GNMA 38375GGB1 7/27/2016 301 C.P. Waddell Reed 7/20/2042 2.50% 35,000 34,999.65 698.39 67.19 35,765.23 72.91 656.20 GNMA 38379M3Y8 7/27/2016 301 C.P. Waddell Reed 5/20/2045 3.00% 170,000 170,000.00 5,100.00 372.33 175,472.33 425.00 3,825.00 GNMA 38374T6M1 9/6/2016 301 C.P. Waddell Reed 6/20/2039 5.00% 65,000 65,000.00 9,912.50 49.14 74,961.64-0.00 GNMA 38378EC84 9/6/2016 301 C.P. Waddell Reed 5/20/2042 3.50% 45,000 45,000.00 3,825.00 25.88 48,850.88 131.25 918.75 GNMA 38378EW25 11/29/2016 301 C.P. Waddell Reed 6/20/2042 2.50% 53,000 53,000.00 (1,126.25) 107.06 51,980.81 110.42 552.10 GNMA 38380AV87 11/29/2016 301 C.P. Waddell Reed 10/20/2046 3.00% 99,000 99,000.00 (3,960.00) 235.00 95,275.00 247.50 1,237.50 GNMA 38380B2P9 12/27/2016 301 C.P. Waddell Reed 7/20/2042 2.50% 65,000 61,459.39 (1,907.54) 119.65 59,671.50 127.83 523.46 GNMA 38379BEK0 12/27/2016 301 C.P. Waddell Reed 4/16/2044 3.50% 50,000 50,000.00 0.00 130.39 50,130.39 145.83 583.32 GNMA 38377LBY3 1/27/2017 301 C.P. Waddell Reed 6/16/2040 5.00% 43,000 43,000.00 4,515.00 159.28 47,674.28 179.17 537.51 GNMA 38378VSR7 1/27/2017 301 C.P. Waddell Reed 7/20/2043 4.00% 59,000 59,000.00 4,130.00 174.44 63,304.44 196.67 590.01
U.S. Government Securities 4/30/2017 DESCRIPTI ON CUSIP DATE AQUIRED FUND LOCATION HELD MATURITY DATE RATE ORIGINAL FACE VALUE CURRENT BANK PRINCIPAL PREMIUM (DISCOUNT) ACCRUED INTEREST INTEREST ADJ PREMI/DISC INT ADJ CURRENT BOOK BALANCE INTEREST CURR MO INTEREST YTD GNMA 38378XY39 1/27/2017 301 C.P. Waddell Reed 8/16/2054 3.25% 35,000 35,000.00 (700.00) 86.15 34,386.15 94.79 284.37 GNMA 38373VAH3 8/13/2002 615 Sew Repl Waddell Reed 6/20/2032 6.00% 600,000 (23,931.33) 13,500.00 (10,431.33) - 428.13 GNMA 38377GH51 8/26/2011 615 Sew Repl Waddell Reed 4/20/2040 4.50% 80,000 80,000.00 2,200.00 82,200.00 300.00 3,000.00 GNMA 36202FMA1 10/31/2011 615 Sew Repl Waddell Reed 11/20/2040 4.00% 155,000 50,847.75 4,264.68 55,112.43 159.72 1,781.45 GNMA 36202FMA1 11/30/2011 615 Sew Repl Waddell Reed 11/20/1940 4.00% 129,000 44,057.35 2,327.64 46,384.99 131.06 1,461.74 GNMA 38378FJ50 3/4/2013 615 Sew Repl Waddell Reed 2/20/2043 3.00% 200,000 200,000.00 (1,500.00) 198,500.00 500.00 5,000.00 GNMA 38378UWX1 11/29/2013 615 Sew Repl Waddell Reed 6/20/2043 4.00% 148,000 148,000.00 (2,220.00) 145,780.00 493.33 4,933.30 GNMA 38374JC87 11/24/2004 670 Sol Wste Waddell Reed 11/20/2034 5.50% 400,000 400,000.00 5,005.00 405,005.00 1,833.33 18,333.30 GNMA 38373VAJ9 9/1/2002 675 Ref Repl Waddell Reed 8/20/2032 6.00% 400,000 387,729.05 2,000.00 389,729.05 1,959.74 19,945.71 12,198,628.02 230,332.69 1,961.75 0.00 (357.10) 12,430,565.36 41,709.22 425,828.51
monthly report April 2017 Adult Services: Spring cleaning in Adult Services project: we began a collection-wide weeding project. This helps us ensure our collection is relevant to our community s needs and our shelves are browsable for our patrons. Thank you to Janet Bailey for her diligence in this project! The Metro Library Network began circulating wi-fi hotspots on April 17 th. Patron feedback has been phenomenal everyone is excited to try one out! We are grateful to the Friends of the Marion Public Library for their financial support in this service. After renewing our Freegal subscription, patrons are able to download up to five songs per week, up from three. We are already receiving positive feedback for this increase! Madeline Jarvis, Jo Pearson, and Elsworth Carman also simplified the process of assigning guest passes for our public computer stations. The new process allows us to provide quicker customer service and share our resources with as many users as possible. Madeline attended a Main Street Iowa orientation on April 13 th and enjoyed the opportunity to learn from other communities. She is looking forward to implementing some of the best practices discussed in the Marion community. Jamie Anderson attended a day-long Mental Health First Aid training session, which was a more in-depth look at the topics discussed at the 2016 Staff Training. She is sharing what she learned with the rest of the library staff, which will help us be more effective and compassionate in our service to all members of our community. Children s Services: April flew by with some notable fun programs like some well-attended Family Times particularly, Hand Print Art and Lego Night. We hosted an Earth Day craft where kids could make seed bombs with flowers that will attract pollinators that they can let loose on our community. The inventory process (see below) started in the Children s Area and we ve caught cartloads of corrections and updates we need to make to our collection. Young Adult Services: This month we started a Teen Advisory Board (name TBD) a chance for tweens and teens to have more of a stake in the library and in teen services. The teens who came had some great ideas for future programs and were really excited to take more ownership of their space in the library. They also helped put together May s book display in the young adult area ( Older Teen Reads ).
monthly report April 2017 We hosted a gardening program over two days. 15 teens painted pots and planted over 20 flower seeds! Our Fandemonium theme this month was the TV show Supernatural. We had a lot of hardcore fans join us to watch the very first episode. Game Days remain popular. We have expanded our collection to include two more donated Wii remotes, which was a big hit with our avid Mario Kart players. We are also starting to expand our board game collection with more teen games, like Pandemic and the Oregon Trail Card Game. We are looking forward to Summer Reading and anticipate more active tween and teen attendance at summer programs! We continue to be challenged by disruptive after school behavior by some of the tweens and teens from Vernon Middle School. At the moment, our teen librarian Rachel Pollari is staffing the library lobby for ½ hour after school each day in an attempt to engage the kids and keep them from causing trouble and impeding access for other patrons. Other problems are dealt with by staff at the Information Desk. Outreach Services: Our Friends of the Marion Library Homebound Books program continues to grow. Dawn met with the Retired Federal Workers in the Cedar Rapids- Marion area to discuss what the library has to offer and the exciting programs we have for the retired community members. Circulation Services: The library has begun an extensive inventory of circulating materials. This process should take about 3 weeks to complete. This inventory should help with card catalog clean up as well as our patrons finding exactly what they are looking for. Our part-time staff has been offered extra hours to work on inventory for a few weeks until that project is finished. We are experimenting with keeping patron DVD holds on the front staff counter to see if we can control theft better. We have also invested in a new type of DVD case lock that we implemented this month: the only way to remove the DVD itself from these cases is to break it. Dawn had a meeting with the pages this month to talk about expectations and job requirements.
monthly report April 2017 Library Programming: April was a crafty month for adult programming. We opened the month with an Expressive Journaling workshop, led by facilitator Carol Hedberg of Sparking Clarity. This got rave reviews from attendees, and we look forward to welcoming Carol back for future programming. To celebrate National Poetry month, we hosted a drop-in Black Out Poetry program where participants created their own custom poems using book pages as a canvas. We invited patrons to share Love Letters to Your Library as a drop-in passive program for National Library Week. The cards were shared on the library s Facebook and are on display at the Information Desk until the end of May. Maria Peth, Angel Reader, captivated a standing room only crowd. Special thanks to Dawn Cline for organizing such a well-received event! Our regular monthly programs continue to bring consistent attendance. The library serves as a gathering place for friends new and old alike, thanks in no small part to our programming lineup. Building/Facilities Update: Elsworth and Jo continue with weekly building project update meetings that are open to the public; the groups that have gathered for these Q&A sessions have been very interested an engaged. We got a proposal this month from Mark Morgan with Foster s Heating and A/C for fixing/replacing the HVAC system in the two remote meeting rooms; no action has been taken and we ve asked Mark to be patient until we see what the response is for the RFP regarding future use of the existing library building. TMI, who has the maintenance contract on our HVAC system, has come and prepped our A/C for the season. Staff continues to manage heating and A/C via manual controls in the basement. We ve been having an increase in our ant population thanks to the warmer weather and the sweet treat messes left behind in the lobby by our after school teens. Technology Update: We have had largely good reviews from patrons about our improved internet service, with the exception of wifi in the meeting rooms. We did have some additional cabling installed to
monthly report April 2017 improve that access late in the month. As mentioned in the Adult Services report above, the MLN started checking out wifi hotspots to patrons this month and the new service has been very popular! Personnel: We have a number of jobs posted currently, including two summer pages (must be at least age 16), one part-time teen specialist, and two full-time professional leadership team positions. We are excited to get new staff on board before our busy summer! Metro Library Network Update: Dawn and Sandy have completed their committee work on the MLN-wide holds committee and we have integrated some positive changes to increase efficiency in getting materials to patrons more quickly. This includes some staff shift adjustments and perhaps a readjustment of the delivery between all of the metro libraries. Out Loud! Update: Out Loud! plans are made and we are all looking forward to this summer s renowned authors: Anne Perry, Kwame Alexander, and Debbie Macomber; all will visit and present programs in June. Details and registration are available at http://metrolibrarynetwork.org/outloud
DATE: May 16, 2017 TO: Marion Mayor & Council Park Board Activity Lowe Greenhouse Expansion Project: Master Gardener Phil Pfister presented a request to add some raised beds, a pergola, a compost bin, and a 16 x24 storage building over the next three years. The Master Gardeners will coordinate funding. The board approved the raised beds, pergola, and compost bin and will revisit the storage building request as more information is provided. Prairie Revival Lowe Park Art Project: Bids for site prep/grading, seeding, pathway installation, art piece footings, and electrical conduit for the Prairie Revival trail art piece came in over the engineers estimates and over budget. The Board rejected the bids. The low bidder Central States Concrete was asked to take out some components which can be completed in-house and provided a bid of $33,806. The board approved the revised bid with $25,000 to be funded from the Unidentified Capital Improvement Plan Projects. Waldo s Rock Park Lighting Project: The board approved the low bid of $22,513 from Trey Electric for Waldo s Rock Park roadway lighting, parking lot lighting, pavilion lighting, and pavilion electrical. Skate Park: Possible locations for a future skate park were discussed. The preferred locations were Butterfield Park or near the new Function and Fitness center. Receive and File: A memorial bench request from Mike Norman for a memorial bench at Lowe Park in honor of his brother David Norman was received and filed. A letter from John Hanson was received and filed regarding fishing regulations in Waldo s Rock Park, and managing grass and prairie areas against woody growth. Department Report Waldo s Rock Park: Staff poured a concrete pad off the south side of the pavilion where grills and benches will be installed. Lowe Park Development: Seeding and erosion control measures have been started. Prairie grass seeding preparations have also started. Summer Preparations: Speed bumps were installed in Thomas and Willowood Parks to help slow traffic in high pedestrian areas. Irrigation systems and the cemetery water lines have been charged for use. 1 P a g e
The gardens at Lowe Park were tilled in preparation for the planting season. The right-of-way flower beds were tilled around the plants and a pre-emergent was applied to help stop weed growth. Turf areas damaged by snow removal equipment have been repaired. The sun shades were installed on the youth playground at Thomas Park. Arbor Day Celebration: To celebrate Arbor Day on April 28, 200 hardwood saplings were planted in Lowe Park near the maintenance building and new parking lot. Ten volunteers and two Trees Forever staff assisted with the planting despite the rainy day. Trail Repairs: With heavy rains this spring, several areas required immediate repairs. The trail area west of Menards and south of Grand Avenue required recycled concrete to be placed along Indian Creek as bank stabilization. Park staff will be working with the Public Service Department to develop a larger scoped project to stabilize eroding banks along Indian Creek. Oak Shade Cemetery: There were two burials and three spaces sold last month. All graves sites with a burial in the last two years were checked. Spaces were weeded and top dressed with dirt and reseeded as needed. Citizen Requests Tall Grass/Weeds: Two citizen calls were received about tall grass in April. Both properties required a certified notice and the department to mow after noncompliance. Citizen Requests Tree Issues: There were nine citizen requests in April regarding right-of-way trees, and two calls about private trees. One of the trees on private property has been deemed a hazard; the property owner is being notified of the requirement to remove the hazard. Ascension Park: The parking lot at Ascension Park is shared the Ascension Lutheran Church. They approached the department with a request to update their handicap parking. Staff painted new parking stalls and installed new signs to meet today s standards. Mowing Operations: Mowing and trimming started April 17. Swimming Pool: Operations staff have begun preseason startup activities, including: plumbing installed, lines charged and tested for leaks, minor repairs performed, all floors, pool decks, and locker rooms washed down, and diving boards and pool filters installed. Summer pool staff are hired and paperwork completed; trainings will begin May 18. This includes 3 managers, 30 lifeguards, 7 cashiers, and 5 lesson staff. Young Tree Maintenance: Forestry staff inspected trees planted over the past two years. They checked general health and removed stakes and wiring as needed. 2 P a g e
Spring Tree Planting Projects: Plans for upcoming tree planting projects are being finalized. The spring street tree replacement project will include four London Plane trees being planted. There are four memorial trees of various species to be planted at Lowe Park. One Day in May Marion High School students will assist in planting 50 trees at Waldo s Rock Park in mid-may. Upcoming Forestry Events: Iowa s Living Landscapes Workshop (May 2), United Way Day of Caring Garlic Mustard Removal (May 11), Marion High School One Day in May Tree Planting (May 15), Blue Zones Fruit Tree planting with Master Gardeners and Trees Forever (May 16) and Linn-Mar Senior Service Day Prairie Pollinator Clean-up (May 24). Staff Development: Karlene Hummel and Tony Ireland completed their required annual CEU for their Certified Pool Operating license on May 1. B-I-N-G-O Night: The 4 th and final BINGO Night of the season was held April 21. An estimated crowd of 100 people came out to enjoy the last event of the season. The next BINGO Night will be held on July 28 for a special summer edition. Moonlit Movie: The first Moonlit Movie at the Lowe Park Amphitheater will take place on, May 12. Disney s Moana will be the feature presentation with the movie beginning at dusk, approximately 8:30 p.m. There will be free face painting and a balloon artist for the kids. Limited concessions will be available for purchase, but guests are welcome to bring outside food and drink. Youth Recreation Programs: MLB s Pitch, Hit, & Run event was postponed on April 29 due to weather. The new date is scheduled for Wednesday, May 10 from 5:30-7:30 p.m. at Lowe Park. Kick Star Soccer had one rainout and will hold its final night of program on May 8. This program for 3 year olds introduces kids to the basic skills of soccer through interactive games and drills. Focus is placed on dribbling, kicking, stopping, passing, throw-ins, and agility. (photo left) Tiny Goal Kickers Soccer is winding down for the 4 and 5/6 year old divisions. We have had one rainout to be made up on May 18 for the 5/6 year olds. The first two nights were designated as team practices with the following four weeks played as games against other teams. (photo right) Little Sports Camp for 3 and 4 year olds will begin May 22. There is one morning class and two evening classes being held, with a total of 65 kids participating across the 3 classes. Youth Rugby Camp with the Cedar Rapids Rugby Club will be held May 27 at Lowe Park. There are currently 20 kids registered for the day camp that runs 9 a.m. to 3 p.m. Participants will each receive a camp t-shirt and official rugby ball as part of their registration. PeeWee Baseball/Softball/Blastball registration deadline was April 13. We are still having a few late registrations coming in. Currently, numbers for this summer are: Boys 5 78 Boy 6-7-8 168 Girls entering K 34 Girls entering 1-2 98 3 P a g e
Blastball 3 year olds 56 Blastball 4 year olds 81 Teams are put together and practice and games schedules are being organized. A few more coaches are needed to help with the teams. Live Healthy Iowa Track Championships that was scheduled for May 13 with Hiawatha Parks and Recreation has been postponed and moved due to low registrations. Staff reached out to Cedar Rapids to have anyone registered for the Marion/Hiawatha event to able to participate in the Cedar Rapids event on May 20 at Coe College Adult Wiffleball and Youth/Adult 3vs3 Basketball tournaments have been cancelled due to low enrollment. Staff will explore options and possible changes for next year Baseball Tournaments: The first baseball tournament of the year at Lowe Park kicked off Saturday, April 14, and league games began on Tuesday, April 18. Due to the cold and rain, games were canceled April 27, 28, and May 2 and the April 29 to 30 tournament was also cancelled. The season will run thru July 13. Mass Swim Lesson Day: Mass registration took place Saturday, April 29. There were 565 spots filled, which was the same as last year. Also, five family and two individual passes were sold, as well as six swimmers signed up for swim team. Arts Council: The final Coffeehouse event of the season was held April 7 with an Acoustic Open Jam Session led by Lori Blattner. There were 22 people joining the jam session and 35 people enjoying the creative juices. The Gallery exhibit for through May 5 features Karen Morehead, a ceramic artist, and Kathleen Heubener. Ron Ginther and Jane Strnad Nelson will be the next exhibit. Activity Report from Master Gardeners Lowe Park greenhouse report by Phil Pfister: The monthly series of Family Gardening for Food and Fun at Lowe Park kicked off on Tuesday, April 18, at 6:30 p.m. This event is scheduled for the third Tuesday of the month, running from April through September. Doug Smith and Steve Bartlett led the discussion on pruning. They covered shrubs, roses, grasses and fruit trees. Ten people took advantage of the session, which ended with rhubarb dream bars and ice tea. The next session will be May 4 P a g e
16, at 6:30 p.m.; the subject will be planting trees and shrubs, and will include planting the new trees for the orchard at Lowe Park. The greenhouse is filling with plants for the demonstration gardens, donations to HACAP food pantries, the City of Marion Parks, and the Linn County Master Gardener Plant Sale. The plant sale is one of three major fundraisers that finance the Master Gardener activities and events and will be held Saturday, May 20, 8:00 a.m. to noon, at the Extension Office parking lot. To grow all the plants for these events, work sessions are held every Tuesday and Thursday from 9:00 a.m. to noon, and other times as needed. They are open to everyone interested in working in the greenhouse, learning about seeding and transplanting and socializing with people with like interests. In addition to the 14 Master Gardeners who tend the greenhouse, we are averaging around 10 volunteers at each of the work sessions. 5 P a g e
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SAFE ROOM & ARTS CENTER USAGE APRIL Events with alcohol permits: 8 Projector Fee: 1 Some reservations use more than one room. Room Paid Free Safe Room 2 1 Amphitheater 0 0 Lobby/Gallery 0 1 Art Room 0 2 Sunburst 1 13 Hickory 10 3 White Oak 2 0 Red Oak 6 0 Red & White Oak 2 18 Entire Facility 0 2 Outdoor (Pond) / Greenhouse 0 0 2017 MONTHLY TOTAL 23 40 2016 MONTHLY TOTAL 26 49 Activity Type Monthly Usage Number of Attendees Gallery Open / Arts Council Activities 3 145 Seniors Bingo /Dance / Cards 21 442 Parks / Recreation* 4 543 Swim Lesson Sign-up Day 1 260 Marion Boys Baseball & Girls Softball 5 500 Meetings / Work / School / Church 7 280 Blood Drive 1 32 Family Gatherings / Showers 18 835 Rehearsal/Wedding/Reception 1 100 2017 MONTHLY TOTAL 61 3,137 2016 MONTHLY TOTAL 72 3,322 Art Gallery visitors are not reflected. *includes Egg Hunt, Soccer Photos, Bingo Night 7 P a g e
MARION PARK BOARD MINUTES April 12, 2017, 4:00 P.M. Thomas Park Administration and Operations Facility ROLL CALL: ABSENT: STAFF: GUESTS: Chair Patty Wise, Kyle Martin, John McIntosh, Terry Speral, Amy Hussel None Mike Carolan, Aaron VanMilligan, Karlene Hummel, Darcie Coberly Jay Moore, Dan Whitlow, Mike Barkalow, Troy Culver, Tim West, Lara Guldenpfenning, Kaleb Cook, Riley Rinkenberger, Brady Pinter Minutes Moved by McIntosh and seconded by Speral to approve the March 8, 2017, regular Park Board minutes. All in favor, motion carried. Reports The March Financial Report was reviewed. Staff noted expenditures are on track for the year. Moved by Wise and seconded by Hussel to approve the March Financial Report. All in favor, motion carried. The March Invoice Report was received and filed. Staff reviewed payments made to Allendan Seed Company ($5,184 for prairie seed), Breeden Tree Service ($16,625 for tree trimmings and removals), DB Acoustics ($2,219.51 for audio inputs at A&E building), Iowa Parks & Recreations Assoc. ($920 for spring conference), Iowa Prison Industries ($717.75 for Starry ball diamond netting project materials), LinnMar Community School District ($1,899.59 for gym use), Martin Equipment ($53,828 for a 2017 mini excavator), P&K Midwest ($33,929.33 for a 2017 John Deere 1585), Shooting Star Native Seeds ($7,415.55 for prairie grass seed), and USA Entertainment ($7,750 for three summer Amphitheater concerts). Wise asked which programs used the gyms invoiced by LinnMar. Hummel replied peewee basketball grades 2 nd to 3 rd from November through January. Public Input None. Alburnett Road Alignment Project Presentation Snyder & Associates (Troy Culver, Tim West, Lara Guldenpfenning) and the Marion Engineering Department (Director Dan Whitlow, Mike Barkalow) presented the Alburnett Road Alignment Project information. Discussion for this project began in the late 1990s. The project will cross over Indian Creek and include trail connections and bike lanes. The board looked at the plans which would take the new alignment through the middle of Willow Park, separating the ball diamond and the playground. The replacement of the pavilion is scheduled for 2018, at which time it would be moved further away from the road for safety. Several board members requested additional parking be included near the ball diamond and a better entrance option rather than off of 8 th Avenue. 8 P a g e
Iowa BIG Project Presentation Kaleb Cook, Riley Rinkenberger, and Brady Pinter have been working with Martin Gardener Architecture during the school year on a project through Iowa BIG. The students researched Marion and community goals and selected the abandoned railroad bridge over 7 th Avenue as their project. They wanted to create a gateway feature to the community which would be visible from 7 th Avenue, or the future trail utilizing the abandoned railroad property. The students presented a lighted model of their vision. They will be presenting their project to the City Council in the future. Wise thanked them for their time. The students are from LinnMar, Kennedy, and Prairie high schools. Fireworks in City Parks The State is reviewing Iowa Code regarding allowing fireworks to be set off in the state. There currently are no park rules which prohibit this activity due to the state ban. Martin stated this should be considered similar to smoking in the parks. McIntosh commented fireworks create a big mess. Wise is concerned about the safety of park users and recommends a person be required to have a permit to shoot off fireworks. McIntosh asked about park rules in other states which do allow fireworks to be set off. Carolan said he would do some checking. Waldo s Rock Park Pavilion Masonry Bids Bids were solicited from four companies to complete masonry work adding a stone feature to the pavilion pillars at Waldo s Rock Park. Bids were received from: Cedar Valley Masonry, LLC (Anamosa) $6,929.80, and Marv Pesek Masonry Inc. (Cedar Rapids) $7,345. Moved by Martin and seconded by McIntosh to approve the bid from Cedar Valley Masonry, LLC in the amount of $6,929.80 for masonry work at Waldo s Rock Park. McIntosh asked if this was included in the budget for the project; Carolan said it was. All in favor, motion carried. Flower Bed Landscaping Maintenance Service Agreement The service agreement for flower bed and landscaping maintenance with Creekside Gardens is up for annual renewal. The hourly rates increased by $1.00 and maintenance of the Art in the Alley flowerbeds was added to the list. Moved by Wise and seconded by Speral to approve the annual service agreement with Creekside Gardens for flower bed and landscaping maintenance. All in favor, motion carried. Memorandum of Understandings (MOU) A MOU with the Milky Way Masters (MWM) allows the adult group to use the municipal swimming pool on Mondays, Wednesdays, and Fridays from 3:45 to 6:45 a.m. from May 22 to September 4 when not in conflict with department use. Moved by McIntosh and seconded by Martin to approve the MOU with Milky Way Masters to use the Marion swimming pool during 2017 for a fee of $500. Hummel stated the group has been using the pool in this manner for about 20 years. All in favor, motion carried. A MOU with the Eastern Iowa Swim Federation CRAA allows the group of coaches and youths to use the municipal swimming pool on Tuesdays and Thursdays 5:00 to 6:45 a.m., Mondays and Wednesdays 7:00 to 8:30 p.m., and Saturdays upon request from May 22 to September 4 when not in conflict with department use. Moved by Martin and seconded by Hussel to approve the MOU with Eastern Iowa Swim Federation CRAA to use the Marion swimming pool during 2017 for a fee of $500. All in favor, motion carried. 9 P a g e
Special Event Audio, Video, Lighting Agreement with SaiGon Superstar Entertainment & Production Carolan requested this item be removed from the agenda. Lowe Park Special Event Sponsorship Agreement with Marion HyVee Carolan requested this item be removed from the agenda. PTO Donation Requests A request from Novak Elementary PTO for a donation to the annual Novak Family Fun Night & Silent Auction was received. A request from Wilkins Elementary PTO for a donation to the annual carnival and silent auction was received. Moved by Martin and seconded by Wise authorizing staff to consider and approve donation requests from 501c3 organizations and issue a $100 department voucher consistent with past practices; this authority will be re-evaluated each February. All in favor, motion carried. Receive and File The 2017 Parks and Forestry Work Plan was received and filed. A thank you note from St. Joseph Catholic School for a donation to their annual Shamrock fundraising event was received and filed. Other Items None. Staff Report An update on the Lowe Park Parking Lot project was given. The ground will be prepped in mid- May for prairie grass seeding. The parking lot may be opened when the lighting is completed. The next step will be to send out an RFP for design services for a pavilion, restrooms, play area and landscaping. Carolan will be requesting the Foundation to fundraise monies to supplement this phase of the project. Carolan attended a meeting with Marion Independent School District regarding the joint tennis courts project. The old courts will be removed when the school s tennis program is finishes towards the end of May. The project is scheduled to be completed by August 18. Wise asked if the courts would be placed in the same location as the old ones. Carolan replied the old location was the best use of the grounds, and the additional courts will just enlarge the court area. Items to be completed at Waldo s Rock Park include trail work; prairie grass seeding; placing tables, benches, grills; tree plantings; lighting; and electrical at the pavilion. The lighting and electrical work is out to bid. The goal is to have a majority of these items completed by July 1. Grading bids for the Lowe Park Trail Art piece Prairie Revival have been sent out. Installation is targeted for June 1, but may be delayed. 10 P a g e
Operations staff have been performing spring preparations in the parks by setting out tables, opening and turning on waterlines and other cleanup. Seasonal employees start work on April 17. Forestry staff are planning to complete a prairie burn at Lowe Park and shooting for April 17 with weather and assistance being the determining factor. Spring break recreation programs were a hit and very well attended. The soccer program finished up with 49 participants in Kick Start Soccer (age 3), and 73 participants in Tiny Goal Kickers (ages 4 to 6). The Marion Farmers Market starts May 6 with 17 vendors signed up. Master Gardner s will attend twice a month to share information and answer questions. Carolan complimented Jay Moore as the Market Master. McIntosh asked if another pavilion could be added for the vendors. Carolan said not at Taube Park, but would like to see one in a couple years at a different location. Board Discussion Time Speral heard in the news people were getting electrocuted in swimming pools from the underwater lights and was very concerned. Carolan stated that has not happened in Marion and the lights at the pool are very low voltage. Adjournment The meeting adjourned at 6:00 p.m. The next meeting is scheduled for Wednesday, May 10, 2017, at 4 p.m. at the Thomas Park Administration and Operations Building. John McIntosh, Secretary 11 P a g e
MARION TREE BOARD MINUTES April 12, 2017, 7:00 A.M. Thomas Park Safe Room ROLL CALL: ABSENT: STAFF: GUESTS: Scott Hansen, Marilyn Tormey, Mark Sanderson, Tom Ryan, Rodney Bluml Sunshine McDonald Mike Carolan, Mike Cimprich, Pat Carlson None Minutes Moved by Tormey and seconded by Sanderson to approve the March 8, 2017, Tree Board minutes. All in favor, motion carried. Financial Report There were no changes to the Financial Report. Public Input None. Tree Maintenance Contract Renewal The contract for tree maintenance is due for renewal. Carolan explained the last contract was approved in 2014 and automatically renews annually with contractors when there are no changes. A meeting was held with Breeden Tree Service to review pricing and minor wording changes. Some of the wording changes include using Arborist language, marking and tagging trees, changing the distance from 7 ft. to 10 ft. above sidewalks, and addressing ash trees. Carolan noted there are no changes to pricing and Breeden has been maintaining trees for about 15 years. They have been the low bidder, reliable and are very responsive to any concerns we may have. It was noted there is an inventory of ash trees attached to the contract which now shows 957 trees and including ash trees in city parks. It was noted the percentage of ash trees changed from 25% to 16% of the city trees. Tormey requested that EAB be spelled out the first time it appears in the contract when addressing the Emerald Ash Borer as it relates to ash trees. Moved by Hanson and seconded by Sanderson to recommend to City Council to approve the contract with Breeden Tree Service. All in favor, motion carried. Action/Discussion Item Carolan reported the Mayor and City Council had approved the removal of Pam Munro from the Tree Board, and she was advised of the action. If members know of anyone interested in joining the board to fill the vacancy, they need to contact City Hall. Carolan stated the Arbor Day proclamation will be made at the April 20 City Council meeting. Cimprich will be attending and encouraged Tree Board members to attend. This item will be one of the first items on the agenda. Staff Report Cimprich distributed a list of spring forestry events and provided additional event details. It was noted the April 28 Arbor Day celebration at the Lowe Park south entrance will include planting the Trees for Kids saplings. Board members were advised to use the entrance off Irish Drive for 12 P a g e
the location. The May 15 Marion High School One Day in May event will be the Alliant Branching Out planting of 45 to 50 trees at Waldo s Rock Park. May 16 Master Gardeners/Blue Zones Fruit Tree planting will be 14 trees which were ordered last fall; the time needs to be confirmed. Stump removal of the former Peace Tree at City Park has been completed. A Con Color Fir was ordered from Evergreen and will be planted in the general area where the tree was removed. The bucket truck with a 60 ft. reach and chipper box has been ordered. The Linn County Health Department approved the burning permit for two locations; Lowe Park and Faulkes Heritage Woods. Dates for the burns have not been finalized due to the early spring greening of the locations and the necessity of a south wind. The Marion Fire Department will assist with the burn. There are also volunteers from various agencies who will assist with the burn event. The department hosted a chain saw training at the end of March with the assistance if the Iowa Department of Natural Resources. Positive feedback was received. The day included a morning seminar and an afternoon of hands on use of chain saws. Marion Independent Schools has contacted the department about planting trees at the new Longfellow School. This may be a possibility for a fall planting with a Trees for Kids grant. Emerald Ash Borer tree injections will begin next month. In addition, trees that have been planted over the past 5 years will be inspected to check their overall health. Four memorial trees will also be planted in the next few weeks. The proposed 13 th Street tree replacement site was inspected and it was agreed with the property owners (Stewart Baxter Funeral Home) that planting of trees will be delayed for 1 to 2 years. A property owner adjacent to Starry School contacted Cimprich to request trees be planted where some have been removed. It was recommended the trees that were going to be planted on 13 th Street be instead planted at the South 14 th Street location adjacent to Starry School. Letters have been sent to homeowners for the spring planting of replacement trees. Locates will be done and trees will be planted in early to mid-may. Tormey, Cimprich and Arborist Technician Ryan Hays attended the Tree City USA luncheon last week and shared it was a very worthwhile event and the guest speaker did an excellent job of sharing information with attendees about trees. Adjournment Motion by Tormey and seconded by Sanderson to adjourn the meeting. All in favor, motion carried. Meeting adjourned at 8:10 a.m. Next Meeting The meeting will be held Wednesday, May 10, 2017, 7:00 a.m. at the Thomas Park Safe Room. Rodney Bluml, Secretary 13 P a g e
No report this month
Street Division Sewer Division
Fleet Division Solid Waste Division
Date Topic Description Action 09/17/15 City Council Meetings 11/03/16 Lawful Source of Income 11/03/16 Study to Expand Residential Cost- Sharing Program 11/03/16 Sunny Ridge Apartment Complex 01/26/17 Demonstration Ordinance 02/09/17 Purchase Offer 44th Street Property 02/23/17 TIF Assistance - 13 and 151 LLC 03/09/17 Marion Public Library 03/09/17 Marion Public Library 03/09/17 Cover for Bus Stop 03/23/17 Urban Revitalization Assistance 04/06/17 TIF Assistance - KTRO Inc 04/06/17 Library Project Receive and File Status Report Administration As of May 11, 2017 Correspondence regarding city council meetings to be videotaped (Ben High, 1317 7th Avenue) Letter from Landlords of Linn County regarding Lawful Source of Income (Linda Miller and Bob Mitchel) Correspondence requesting city staff to undertake a study to expand the residential cost-sharing program regarding Stormwater Management (John Sklarsky, 1035 Dry Creek Lane) Letter of Request for City Support, Sunny Ridge Apartment Complex (Chad Pelley) Correspondence regarding Marion Code of Ordinance section 42.08 Demonstration/Speech Permitting Ordinance (ACLU, 505 Fifth Avenue, Ste 901, Des Moines) Purchase Offer regarding the 44th Street Property (Former Fiberight Site - KTRO Inc) Request for tax increment financing (TIF) assistance from 13 and 151 LLC and to direct staff to begin the negotiation of a development agreement. Correspondence regarding the Marion Public Library (Joyce Suby, 5575 Kacena Avenue, Apt 8) Correspondence regarding the Marion Public Library (Laura Farmer, 933 9th Street) Correspondence requesting a cover for the bus stop at the intersection of Bentley Drive and Boyson Road (Eve Ramsey, 640 Bently Drive, Apt 32) Request for Urban Revitalization Assistance for Sunny Ridge Villas (DMFA, LLC) Refer to TIF Team: A request for TIF Assistance from KTRO Inc (Chad Pelley) Correspondence regarding the Marion Library Project (Judy Westergren, 1240 F Avenue) Beta Testing Video Methods Awaiting legislative action at state level Considered during budget FY18; not approved yet. Awaiting Urban Revitalization request Under legal review Council consideration 3/9/17 Referred to TIF Team for review NFA Date 04/21/16 Letter of Request for TIF - Lebeda 08/04/16 TIF Assistance - Les Arnold 02/23/17 House Study Bill 92 01/26/17 Incentive via Urban Revitalization 05/19/16 Recycling 02/04/16 TIF Assistance - Property off Alburnett Road 03/17/16 Partial Waiver of Mechanics Lien 12/08/16 Uptown Parking Project 01/26/17 Uptown Parking Purchase No Further Action Required (Closed in the last three months) Letter of request for TIF Assistance regarding Lebeda Project (Russ Miller) Letter requesting TIF assistance and copy of preliminary TIF application (Les Arnold, former Bill's Tap) Correspondence requesting the City of Marion's official position regarding House Study Bill 92. Request from Scenic Development to provide incentive via Urban Revitalization in lieu of Urban Renewal Correspondence from the Linn County Solid Waste Agency regarding recycling (Karmin McShane, 1954 County Home Road) Correspondence requesting TIF Assistance for property located off of Alburnett Road (Scenic Development) Partial Waiver of Mechanics Lien from Renaissance Restoration, Inc related to the downtown façade revitalization program Approved 2/23/17 02/23/17 Approved 2/23/17 02/23/17 NFA 02/23/17 Urban revitalization approved March 2017 03/01/17 Accomodated in FY18 budget 03/09/17 Resolution of Intent on 2/16/16; Urban Revitalization approved March 2017 03/30/17 No further action 04/20/17 Engagement Letter with Piper Jaffrey for Professional Final agreement expected for 3/21/17; Approved Services regarding lease purchase-uptown parking project. 4/20/17 Receive and file purchase agreement regarding uptown parking Final agreement expected for 3/21/17; Approved 4/20/17 04/20/17 04/20/17 Page 1 Administration
Receive and File Status Report Administration As of May 11, 2017 Date Topic Description Action 03/09/17 TIF Assistance - Barker Financial Request for TIF Assistance (Barker Financial) 03/09/17 TIF Assistance - Ramsey's Properties Request for TIF Assistance (Ramsey's Properties LLC) Memorandum of Understanding approved by Council 4/20/17 Memorandum of Understanding approved by Council 4/20/17 NFA Date 04/20/17 04/20/17 Page 2 Administration
Date Topic Description Action 12/17/15 Industrial Area between 29th and 51st Streets 10/20/16 Building Permit for Fences Receive and File Status Report Building As of May 11, 2017 Correspondence regarding the industrial area between 29th Street and 51st Street (Mary Pfoff, Apple Creek Kennel, 650 51st Street) Correspondence requesting an amendment to the Marion Code of Ordinance requiring a building permit for fences Ongoing project. Dave Hockett in Planning is working on this project. NFA Date No Further Action Required (Closed in the last three months) Page 3 Building
Receive and File Status Report City Clerk/Finance As of May 11, 2017 Date Topic Description Action NFA Date No Further Action Required (Closed in the last three months) Page 4 City Clerk-Finance
Date Topic Description Action 08/04/16 7th Avenue Roundabout Construction 04/06/17 Speed Limit 26th St 7th Ave Receive and File Status Report Engineering As of May 11, 2017 Correspondence regarding 7th Avenue Roundabout construction project obstacles (Elie Khairallah, Owner of Zio John's) Refer to TAC: Correspondence regarding the speed limit associated with the 26th Street and 7th Avenue Roundabout (Charlie Knudsen, 2835 24th Ave) Council R and F with staff direction to prepare report NFA Date 07/21/16 Business Parking on 6th Avenue 02/09/17 IDOT Speed Study 02/09/17 Parking on Barrington Parkway 02/09/17 Flood Plain Development Permit 02/09/17 Oak Lane and Highway 100 02/23/17 Watershed Erosion and Drainage Area No Further Action Required (Closed in the last three months) Correspondence regarding business parking on 6th Avenue between 9th and 10th Streets (Judy Saluri, 1785 Grand Avenue) Correspondence from the Iowa Department of Transportation District 6 (Speed Study on US 151 and IA 13 in Marion, IA) Correspondence regarding parking on Barrington Parkway (Paul James, 710 Barrington) Report regarding the Flood Plain Development Permit associated with fill for the propsed building expansion of the Marion Aldi at 1001 50th Street (Mike Rosch, Owner/Agent Alid, Inc - Dwight Division) Report regarding traffic signals at Oak Lane and Highway 100 Correspondence regarding watershed erosion and drainage area (Nate Severin, 2795 Pebble Creek Drive, Emmanuel Abrokwa, 3000 Edgebrook Drive, Phillip legate, 2695 Pebble Creek Drive, Mike Jones, 2995 Roseberry Court, Joni Leymaster, 3015 Roseberry Court, Carolyn Miell, 3010 Roseberry Court, Kelli Delfosse, 2655 Pebble Creek Drive, Robert Shay, 2735 Pebble Creek Drive). Admin: Referred to Engineering Dept; Council did not request action, NFA 07/21/16 Council concurred with IDOT recommendation 02/09/17 Staff presented informational report - no action directed Staff presented informational report - no action required Staff presented informational report - remain operational Staff presented informational report - continued maintenance 02/09/17 02/09/17 02/09/17 03/09/17 06/09/16 Petition to Close 7th Avenue between 10th St and 12th St during public events Petition requesting to close 7th Avenue between 10th Street and 12th Street to vehicular traffic during all public events (Craig Campbell and various Marion business owners north of 7th Avenue). Admin: TAC review recommended waiting until 6th Avenue completed. 04/10/17 02/09/17 Roundabouts Correspondence regarding roundabouts (Charles Knudsen) Admin: Referred to Engineering Dept; Closed Left Lane until construction completed. 04/10/17 03/09/17 Additional Street Lights Refer to TAC: Correspondence regarding a request for additional street lights on Silver Oak Trail east of Lucore Road (Colleen Arnold, 3131 Silver Oak Trail) Council concurred with TAC 03/09/17 04/20/17 Flood Plain Development Permit Staff report regarding Flood Plain Development permit associated with fill for the proposed site development at the northeast corner of Hwy 151 and Hwy 14 (Brian Ridge, Developer/Owner 13&151 LLC) Report to Council Only, NFA 04/20/17 Page 5 Engineering
Receive and File Status Report Fire As of May 11, 2017 Date Topic Description Action NFA Date No Further Action Required (Closed in the last three months) Page 6 Fire
Receive and File Status Report Parks As of May 11, 2017 Date Topic Description Action NFA Date No Further Action Required (Closed in the last three months) Page 7 Parks
Date Topic Description Action 06/06/13 Vacate Echo Hill Preliminary Plat 03/03/16 Purchasing City Owned Property Adjacent to 300 South 11th Street 04/07/16 Nuisance Property Receive and File Status Report Planning As of May 11, 2017 Request to vacate Echo Hill Preliminary Plat located north of Echo Hill Road, east of Alburnett Road, north of Echo Hill School (Kristi Magill) Correspondence regarding the purchasing of City owned property adjacent to 300 South 11th Street (Ronald and Metta Major) At City Council on June 6, Res. 23205 was tabled to the June 20th meeting. A meeting was held on June 11 to try and resolve the issue. Applicant wants to hold off until August. Meeting with Magills to discuss options October 14, 2013. NFA, until we hear from the Magills. Applicant has submitted Plat of Survey, Dave will pull information together for the May 18, 2017 Correspondence regarding a nuisance property that includes junk cars adjacent to property located at 650 51st Ongoing enforcement - Due in August 2017 Street (Mary Pfoff, Apple Creek Kennel, 650 51st Street) NFA Date 05/05/16 Purchase Part of Alley 05/19/16 Recreation Vehicle Parking 06/23/16 Alley Patio 07/07/16 Salvage Railroad Relay Box 03/09/17 Seventh Avenue Commercial Addition 01/26/17 Request to Rezone 03/17/16 Sidewalk Deferral 04/07/16 Bike Lanes 6th Avenue Corridor Design Project 05/05/16 Purchase Part of Property 05/19/16 Sidewalk Encroachment Request to purchase the north 10'x60' of the vacated north/south alley adjacent to Lot 1, Block 5 of Richmond's 2nd Addition bounded by 27th Street and 28th Street and 10th and 11th Avenues (Marianna Lage, 1900 28th Street) Correspondence regarding parking of recreational vehicles (Kim Smith) Correspondence regarding an alley patio (Conrad Ramsey, 2835 26th Avenue) Correspondence requesting permission to salvage a railroad signal relay box located on the south side of 6th Avenue, south of Burger King (Chris Burke) Refer to Planning & Zoning Commission: Preliminary plat for Seventh Avenue Commercial Addition located on 7th Avenue from 25th Street to 31st Street (City of Marion) No Further Action Required (Closed in the last three months) Dave is still working on this. Neighbors are fueding. Discussed at Council Worksession on July 5th, 2016 - Staff directed to research and present recommendations at a future meeting; Tabled at CC Mtg 1/12/17 Admin: Referred to Planning Admin: Referred to Planning On May 18, 2017 Agenda Refer to the Planning and Zoning Commission: Request to rezone property from A-1, Rural Restricted, to I- 2, General Industrial for property located west and east of NFA - P&Z Approved 44th Street south of 3rd Avenue and to approve a 02/14/17 Preliminary Plat for Eco-Industrial Park 2nd Addition (City of Marion) Request for Sidewalk Deferral of 2525 7th Avenue (Hall & Hall Engineers Inc on behalf of Lebeda) Denied 02/22/17 Refer to Planning and Zoning Commission: Recommendation from Bicycle and Pedestrian Advisory Committee to include bike lanes as part of 6th Avenue Corridor Design Project Request to purchase City of Marion owned property located north of Marion Blvd and east of the parking lot of Zimmerman Houdek Used Car Center (Zimmerman Houdek Used Car Center, 150 7th Avenue) Correspondence from Dave Ransford, 1040 28th Street, request to encroach into the east/west alley adjacent to home with a paved sidewalk Bike lanes have been included in Central Corridor Engineering Design Project. 02/22/17 Denied 02/22/17 Mailed Agreement to Mr. Ransford for his signature on May 31, 2016; Res 25349, Signed 7/22/16 02/22/17 Page 8 Planning
Receive and File Status Report Planning As of May 11, 2017 Date Topic Description Action 05/19/16 Amend Future Land Use Map 06/09/16 Parking & Storage Areas Ordinance 07/07/16 Purchase Property 07/21/16 Marion Churches 4th Addition Final Plat 07/21/16 Paving Lindale Trail Refer the following to Planning and Zoning Commission: Request to amend Future Land Use Map of the Marion Comprehensive Plan for property located West of Alburnett Road and north of Heather Court from Single Family Attached Residential to Single Family Detached Residential, rezone property from Linn County A, Agriculture to R-2, Moderate Density Single Family Residential and PD-R, Planned Development Resolution and Downing's Farm Addition Preliminary Plat (Scenic Development LLC) Correspondence from Kim D Smith regarding request for City Council to consider an ordinance that would ensure front yards could not be used as a parking or storage area in residential areas. Correspondence requesting to purchase the north half of the north/south alley in Block 26 and the entire east/west alley in Block 26. (Perry Development) Refer to the Planning and Zoning Commission: Request for approval of Marion Churches 4th Addition Final Plat for property located 2523 Highway 13 (Marion Senior Living Community). Recommendation from Bicycle and Pedestrian Advisory Committee regarding pabing of the Lindale Trail NFA Date Approved 02/22/17 Discussed at Council Worksession on July 5th, 2016 - Staff directed to research and present recommendations at a future meeting 02/22/17 Complete 02/22/17 Resolution 25593 02/22/17 Parks Department has included in CIP 02/22/17 07/21/16 Vacate Sanitary Sewer and Water Service Easement Request from Midwest Development Company to vacate Sanitary Sewer and Water Service Easement over and Passed 02/22/17 across Lot 18 of the Hunters Ridge Golf Club Sixth Addition 08/04/16 Future Land Use Map Amendment Refer to P&Z Commission: Request to amend the Future Land Use Map of the Marion Comprehensive Plan for property located at 1100 Meadowview Drive, Marion, Iowa from Neighborhood Commercial to Corridor Commercial and rezone property from C-1 Neighborhood Commercial to C-3 General Commercial (Meier-Gast). Passed 25564 9/8/16 02/22/17 08/04/16 Demolition 1038/1048 7th Avenue Refer to Historical Preservation Commission: Request for a partial demolition of the rear portion of the structure located at 1038/1048 7th Avenue within the Uptown Passed 02/22/17 Commercial Historic District per Ordinance No 08-16 & 10-02 08/04/16 BPAC Resignation Resignation of Melissa Monroe, BPAC 02/22/17 08/18/16 Materials Recovery Facility 08/18/16 De-Annexation Request 09/08/16 Alley Vacation for Conrad Ramsey 09/08/16 Alley Vacation for Annette Perry 09/22/16 Acquisition of 1412 5th Avenue Conditional Use Request for a Materials Recovery Facility at 6281 North Gateway Drive (Quincy Recycling) Request for de-annexation of 6301 Lucore Road from Wayne Blackford of Blackford Farms Refer to Planning and Zoning Commission: Conrad Ramsey is requesting an alley vacation of the west 120 feet of the east/west alleys bounded by 7th and 8th Avenues and 11th and 12th Streets, Block 14, Original Town, Marion, Linn County, Iowa Annette Perry (Perry Development Partners) is requesting an alley vacation of the north 130 feet of the north/south alley bounded by 8th and 9th Street and south of 6th Avenue, Block 26, Original Town in Marion, Linn County, Iowa Request by Alicia Bocker 1412 5th Avenue regarding City acquisition of her property. Passed 02/22/17 Denied 02/22/17 Denied 02/22/17 Approved 02/22/17 Acquisition Complete 02/22/17 Page 9 Planning
Receive and File Status Report Planning As of May 11, 2017 Date Topic Description Action NFA Date Refer to Planning & Zoning Commission: Request to amend Chapter 176.29 of the Marion Code of 10/06/16 Amend Chapter 176.29 Ordinances regarding parking regulations for surfacing and Front Yard Parking Passed placement (Front yards not being used as a parking or 02/22/17 storage area in residential areas and Recreational Vehicle Parking) 10/06/16 10/06/16 Zone Property located west of Alburnett Rd Site Development Plan for Arctic Insulation City initiated request to zone property R-1, Low Density Single Family Residential for property located west of Alburnett Road and north of East Robins Rd Final Site Development Plan for Arctic Insulation located south of Partners Avenue and west of Medco Drive Passed 02/22/17 Complete 02/22/17 Request by Morris Wood LLC to amend the Marion Comprehensive Plan Land Use Map from Corridor Commercial to Multi-Family Residential and to rezone Amend Marion Comprehensive 10/06/16 property from C-3, General Commercial to R-6, High Plan Land Use Map Density Single Family Residential for property located Denied 02/22/17 south of Kacena Avenue and west of Highway 13 (Eagle Ridge LC) Letter and donation from Linn County Trails Association Donation from Linn County Trails 10/06/16 for paving of the Grant Wood Trail extension (Hwy 13 to Association 35th Street) Complete 02/22/17 Request for encroachment of a monument sign into the 10/06/16 Encroachment of a monument sign public right of way located at 675 Blairs Ferry Road (McGrath Auto Group) Passed 02/22/17 Request from Integrity Custom Homes for the issueances Echo Ridge Estates First Addition 11/03/16 of six building permits prior to approval of Echo Ridge Building Permits Estates First Addition Final Plat Passed 02/22/17 Refer to Planning & Zoning Commission: Vacate and purchase portions of 7th Avenue located Vacate and purchase portions of 11/17/16 between 26th Street and 35th Street and to vacate and Passed 7th Avenue purchase 26th Street between 7th Avenue and 8th Avenue 02/22/17 (Genesis Equities, LLC) Voluntary Annexation for the purpose of connecting onto Voluntary Annexation 4708 Indian Not pursuing annexation at this time d/t uneven 11/17/16 City Sanitary Sewer (Carl and Patricia Uhlenhopp, 4708 Creek Rd boundaries Indian Creek Road) 02/22/17 12/08/16 Funding for CeMar Trail Recommendation from Bicycle and Pedestrian Advisory Committee to apply to the CMPO for additional funding Council Approved Application Dec 02/22/17 for CeMar Trail 12/08/16 Transit Stop Funding Recommendation from the Bicycle and Pedestrian Advisory Committee to apply to the CMPS for transit stop funding. Council Approved Application Dec 02/22/17 12/08/16 Building Permit Authors 4th Addition Final Plat 01/12/17 Request to Vacate Easement Request from Morris Wood Enterprises for the issuances of two (2) building permits prior to approval of the Authors 4th Addition Final Plat Request to vacate an easement located on the west 10 feet of Lot 4 of Linn-Aire Industrial Park Second Addition to the City of Marion, Linn County, Iowa except the north 10 feet thereof and further except the south 10 feet thereof (Kwik Trip) Passed 02/22/17 Passed 02/22/17 01/26/17 Annexation Application 11/17/16 GLD Addition to Marion Preliminary Plat Annexation Applications from John and Deborah Hennessey, John Hennessey, Kathleen McCarty, Mary Moran and the Iowa Department of Transportation for property located at Highway 100 and 44th Street Refer to Planning & Zoning Commission: GLD Addition to Marion Preliminary Plat for property located south of 7th Aven and west of 35th Street (GLD Properties and City of Marion) NFA 02/23/17 NFA - Rescinded Resolutions 25422 and 25433 03/09/17 Page 10 Planning
Receive and File Status Report Planning As of May 11, 2017 Date Topic Description Action 04/06/17 Conditional Use - Honey Bees 04/06/17 Final Plat Sebeny's First 12/22/16 Iowa Specialties Supplies Rezoning Refer to Planning & Zoning Commission: A request for a conditional use to allow honey bee hives to NFA - Approved 04/06/17 be kept on the property at 931/935 Central Avenue Refer to Planning & Zoning Commission: Request to approve final plat for Sebeny's First Addition located north of Williams Drive and west of N 10th Street (Richard & Barbara Sebeny) NFA Date NFA - Approved 04/06/17 Refer to the Planning and Zoning Commission: Request by Name changed to Water Rock CC - Second Iowa Specialty Supplies LLC to rezone property from C-3 Consideration 2-23-2017 - Can remove from this General Commercial to PD-S Planned Development list after March 9th City Council Meeting. NFA - Specialty, for property located at 5801 Hennessey Parkway Name changed to Water Rock CC - Second aka Lot 2, Squaw Creek Village First Addition Consideration 2/23/17, approved. 04/20/17 01/26/17 Request to Approve Preliminary Plat Refer to the Planning and Zoning Commission: Request to approve a preliminary plat for property lcoated NFA 04/20/17 east of Highway 13 and north of Highway 151 (5801 Hennessey Parkway) in Marion, Linn County, Iowa 08/07/12 Bus Service Discussion regarding bus service 7.13.16 CR Transit received funding from the CMPO to hire consultants to complete a transit study. CR Transit hired Parsons Brinkerhoff in January to study existing conditions, hold a series of public input opportunities, and recommend improvements or expansion of services. One June 16, 2016 the made a presentation to the CMPO Policy Board, and the Board accepted the study. Following the study, CR Transit intends to implement some cost neutral changes in the next year, but will work with Staff and the City Council to determine how additional or improved services are accomplished. See Kesha for full study. Lon made presentation to City Council on transit route recommendations on 4/18/17 04/20/17 02/23/17 Vacate Alley South of 701 3rd Avenue 04/20/17 Encroachment Request 05/04/17 Utility and Drainage Easement - 3290 25th Avenue 01/26/17 Request fo Vacate Alley 02/09/17 Vacate Indian Creek Road Refer to the Planning and Zoning Commission: A request for the City to sell vacated alley located at the south property line of 701 3rd Avenue (Chester R Trembley) Encroachment Request for Former Railroad Right-of-Way south of 271 7th Avenue Utility and drainage easement vacation request for 3290 25th Avenue (Wilene and Pat Drummy) Refer to the Planning and Zoning Commission: Request to vacate the east/west alley adjacent to the south of lots 3 & 4 block 6 of Richmonds Second Addition (Larry & Joan Nesset, 1375 8th Avenue, Marion) Refer to the Planning and Zoning Commission: Request to vacate Indian Creek Road per the preliminary plat for Gemstone Estates Addition to Marion, Iowa NFA - Approved 04/21/17 NFA - Approved 05/04/17 NFA - Approved 05/04/17 Approved 05/04/17 City Council April 6, 2017. NFA - Approved 05/04/17 01/24/13 Vacation Request to vacate the south portion of 8th Street south of 7th Avenue and north of 6th Avenue adjacent to Lot 5, Block 21 of Original Town (John C Fillmore) Working with applicant. Will pick up consideration after completion of 7th and 7th. NFA died due to lack of applicant action per Dave. 05/05/17 Page 11 Planning
Date Topic Description Action 11/17/16 Former Marion Police Station 12/08/16 Noise and Tower Terrace Road Receive and File Status Report Police As of May 11, 2017 Request for information and or a discussion regarding a possible future sale of the former Marion police Station located at 3911 Katz Drive (Mike Olinger, Murdoch Funeral Home) Correspondence regarding noise and Tower Terrace Road (Bob Schlegel) Admin: Referred to PD and Fire Departments Admin: Referred to Police Department NFA Date 02/09/17 Police and Researcher Partnerships No Further Action Required (Closed in the last three months) Correspondence requesting the City to adopt a policy that limits the amount of indirect costs in police and researcher NFA 02/10/17 partnerships to 10 percent (Chief Joe McHale) 03/23/17 Unused Arbitrator System Correspondence regarding an unused arbitrator system (Sergeant Travis Martin, Nashua Police Department) Council approved donation 3/23/17 03/23/17 Page 12 Police
Receive and File Status Report Public Services As of May 11, 2017 Date Topic Description Action 04/18/13 Municpal Electric Study Municipal Electric Study by Latham and Associates Study is under Council consideration NFA Date 09/17/15 South 6th Street 05/04/17 Wastewater Treatment Fees Correspondence regarding the condition of the road on South 6th Street (Kathy Olson, 795 South 6th Street) Correspondence from the City of Cedar Rapids regarding wastewater treatment fees Resident was contacted. Staff reviewing roadway conditions for repair. 12/22/16 2018 Fiscal Year Solid Waste Agency No Further Action Required (Closed in the last three months) Correspondence regarding the Cedar Rapids/Linn County Solid Waste Agency regarding rates and programs for the 2018 fiscal year. Rates will be adjusted for the next fiscal year. 02/10/17 Page 13 Public Services
1225 6 th Avenue, Suite 110 Marion, Iowa 52302 www.cityofmarion.org council memo May 12, 2017 TO: Mayor, City Council Members CC: Lon Pluckhahn, City Manager FROM: Traci Miller, Administrative Assistant, City Manager s Department RE: Hold Harmless/Noise Waiver Agreements Exhibit(s): Hold Harmless/Noise Waiver Application(s) H. 18 Motion to approve the following Hold Harmless/Noise Waiver Agreements: a. Christ Community Church 5K Fun Run/Walk, October 8, 2017, 3:00 p.m. 5:00 p.m. (Any Keating, 3950 Dostal Court). b. Winslow House Care Center, Outdoor Concert, May 20, 2017, 12:00 p.m. 7:00 p.m. (Winslow House Care Center, 3456 Indian Creek Road). c. Cedar Rapids/Marion CROP Hunger Walk, Thomas Park, October 8, 2017, 10:30 a.m. 3:00 p.m. (Ellen Fisher, 712 Knoll Street SE, Cedar Rapids). The Hold Harmless Agreement/Noise Waiver releases the city from any legal liability during the event. The noise waiver allows the applicant to employ an additional decibel level during the event.
From: To: Subject: Date: website@cityofmarion.org Traci Miller City of Marion, IA: Hold Harmless Application Thursday, May 4, 2017 8:55:02 AM A new entry to a form/survey has been submitted. Form Name: Hold Harmless 2014 Date & Time: 05/04/2017 8:54 AM Response #: 145 Submitter ID: 5353 IP address: 192.119.198.238 Time to complete: 5 min., 7 sec. Survey Details [S]: This question is marked as sensitive, answers to sensitive questions are not sent by email. Log in to the CMS to view the answer to this question. Page 1 1. Applicant Information: Applicant Name: Winslow House Care Center Mailing Address: 3456 Indian Creek Rd City: Marion State: Iowa Zip Code: 52302 Daytime Phone: (319) 377-8296 Evening Phone: (319) 377-8296 Email address: elathrop@winslowhousecarecenter.com 2. Event Information: Type of Event: Outdoor Concert/ Fundraiser Days/Dates of Event: 05/20/2017 Time of Event: (include setup/tear-down time) 12:00pm Event Location: 3456 Indain Creek Rd (Winslow House Care Center Parking Lot) [ ] If using a city park, check the box to confirm that you have reserved the location with Marion Parks & Recreation 3. Request Information: (check all applicable options) If you are requesting the closing of a city street, a lane must be maintained for emergency vehicles at
all times. Driveway access for adjoining property owners must be maintained at all times. Not answered 4. Items needed from the City of Marion: Not answered 5. Sound Systems: Please note, you must comply with the City of Marion Noise Ordinance. Upon request, City Council may authorize time extensions or sound levels up to 75 decibels. Please indicate if the following will be used: [ ] Live music 6. Sanitation/Trash: Applicant is responsible for the clean-up of the event area immediately following the event, including trash removal from the site. Will additional restrooms be brought to the site? no If yes, how many? Not answered 7. Please name the individual, organization or contractor responsible for clean-up and trash removal: Contact person: Elisha Lathrop Address: 3456 Indian Creek rd Daytime phone: 319-377-8296 Evening phone: 319-377-8296 8. Security: Security personnel may be required by the Chief of Police at the applicant's expense. If required, what type of security will be provided? Not answered 9. If hiring a private security firm, please provide the following: Name of Security Firm: Not answered Contact person: Not answered Address: Not answered Phone: Not answered Agreement: In consideration of the City of Marion, Iowa, granting permission for the activity described above, the undersigned indemnifies and holds harmless the City of Marion, Iowa, its employees, representatives and agents against all claims, liabilities, losses or damage for personal injury and/or property damage or any other damage whatsoever on account of the activity described above and/or deviation from normal City regulations in the area. The undersigned further agrees to indemnify and hold harmless
the City of Marion, Iowa, its employees, representatives and agents against any loss, injury, death or damage to person or property and against all claims, demands, fines, suits, actions, proceedings, orders, decrees and judgments of any kind or nature and from and against any and all costs and expenses including reasonable attorney fees which at any time may be suffered or sustained by the undersigned or by any person who may, at any time, be using or occupying or visiting the premises of the undersigned or the above-referenced public property or be in, on or about the same, when such loss, injury, death or damage shall be caused by or in any way result from or rising out of any act, omission or negligence of any of the undersigned or any occupant, visitor, or user of any portion of the premises or shall result from or be caused by any other matters or things whether the same kind, as, or of a different kind that the matters or things above set forth. The undersigned hereby waives all claims against the city for damages to the building or improvements that are now adjacent to said public property or hereafter built or placed on the premises adjacent to said property or in, on or about the premises and for injuries to persons or property in or about the premises, from any cause arising at any time during the activity described above. The undersigned further agrees to comply with all the rules, regulations, terms and conditions established by the City of Marion, Iowa. 10. Applicant Agreement BY TYPING MY NAME Elisha Lathrop BELOW, I CONFIRM THAT I HAVE READ AND FULLY UNDERSTAND THIS DOCUMENT, INCLUDING THE FACT IT IS RELEASING AND WAIVING CERTAIN POTENTIAL RIGHTS, AND VOLUNTARILY AND FREELY AGREE TO THE TERMS AND CONDITIONS AS SET FORTH HEREIN. TODAY'S DATE: 05/04/2017 11. [S] Supporting Documents: Thank you, City of Marion, IA This is an automated message generated by the Vision Content Management System. Please do not reply directly to this email.