CITY OF CARLISLE REGULAR CITY COUNCIL MEETING …...Administrator’s Report November 11, 2019 Page 1 of 1 Special Notes: City Offices will be closed Nov. 28-29 for Thanksgiving Meetings

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CITY OF CARLISLE

REGULAR CITY COUNCIL MEETING AGENDA

Monday, November 25, 2019 6:30 P.M

Carlisle City Hall Council Chamber, 195 N. 1st St.

The following agenda items will be considered:

CALL MEETING TO ORDER

PLEDGE OF ALLEGIANCE

PRESENTATIONS

Oath of Office for Newly Elected Public Officials – Rob Van Ryswyk, Dan McCulloch, Ruth

Randleman

CONSENT AGENDA & POSSIBLE ACTION (Council may pull any item on consent agenda for separate action)

− Approve City Council Minutes for Regular Council Minutes November 11, 2019

− Approval of Reassignment of Samantha Cummings to Firefighter/Paramedic at Hourly

Rate of $16.73 Per Hour Effective November 26, 2019

− Approval of Hiring Mary Cummings as Crossing Guard at Hourly Rate of $11.00 Per

Hour Effective November 26, 2019

− Approve Submittal of 2019 Annual Financial Report

− Receive and File City Administrator’s Report

APPROVAL OF BILLS PAYABLE, CHANGE ORDERS AND PAY REQUESTS

− Approval of Bills in the Amount of $76,716.00

− Approval of Preauthorized Disbursements from October 4, 2019 Through November 4,

2019 in the Amount of $252,017.53

CITIZEN PARTICIPATION (Participants are asked to use podium and state name and address. Comments limited to 3 min)

OLD AND NEW BUSINESS & POSSIBLE ACTION

Discussion and Possible Action on AMENDMENT TO THE CITY OF CARLISLE, IOWA

CONTRACT FOR RESIDENTIAL SOLID WASTE COLLECTION

Discussion and Possible Action on ORDINANCE AMENDING THE CODE OF

ORDINANCES OF THE CITY OF CARLISLE, IOWA BY AMENDING PROVISIONS

PERTAINING TO ZONING REGULATIONS – GENERAL PROVISIONS (Parking Stall Size)

− Consider Waiving Second and Third Reading

Discussion and Possible Action on RESOLUTION FOR OBLIGATING FUNDS FROM THE

URBAN RENEWAL TAX REVENUE FUND FOR APPROPRIATION TO THE PAYMENT

OF ANNUAL APPROPRIATION TAX INCREMENT FINANCED OBLIGATIONS WHICH

SHALL COME DUE IN THE NEXT SUCCEEDING FISCAL YEAR (Fareway)

Discussion and Possible Action on RESOLUTION FOR OBLIGATING FUNDS FROM THE

URBAN RENEWAL TAX REVENUE FUND FOR APPROPRIATION TO THE PAYMENT

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OF ANNUAL APPROPRIATION TAX INCREMENT FINANCED OBLIGATIONS WHICH

SHALL COME DUE IN THE NEXT SUCCEEDING FISCAL YEAR (Mercy Clinic)

Discussion and Possible Action on Authorizing Submittal of FY2019 Annual Urban Renewal

Report

Discussion and Possible Action on Carlisle’s 7 in 7 Plan

CITY ADMINISTRATOR REPORT

MAYOR AND COUNCIL REPORTS

CITY ATTORNEY REPORT

UPCOMING MEETINGS AND EVENTS

55 Mane Ribbon Cutting – Dec. 4 at 4:30 p.m. – 55 Main Street

Legislative Lunch & Learn – Dec. 10 from 11:00 a.m. – 1:00 p.m. – Warrior Run, Norwalk

INFORMATION

ADJOURNMENT

** PLEASE NOTE THAT THIS AGENDA MAY CHANGE UP TO 24 HOURS PRIOR TO THE MEETING **

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CITY OF CARLISLE REGULAR CITY COUNCIL MEETING MINUTES

Monday, November 11, 2019; 6:30 P.M

Carlisle City Hall Council Chamber, 195 N. 1st St.

Elected Officials present were Mayor Drew Merrifield, Eric Goodhue, Rob Van Ryswyk, Doug

Hammerand and Dan McCulloch constituting a quorum. Ruth Randleman was absent. Also present were

City Administrator Deven Markley, City Clerk Martha Becker, Police Chief Matt Koch, Library Director

Stacy Goodhue, Library Staff Dee Shalon-Deur, Parks and Recreation Superintendent Ronda Frost, and

Public Works Superintendent Lavern Thompson. Mayor Merrifield called the meeting to order at 6:30

P.M.

The Pledge of Allegiance was recited.

PRESENTATIONS

Stacy Goodhue and Dee Shalon-Deur presented their FY19 Library statistics to Council. There

was discussion between Council and Library Staff regarding attendance numbers and the

wireless session/electronic usage. Goodhue provided Council with information outlining the

programs, attendance and circulation statistics.

Ronda Frost presented the FY19 Parks and Recreation statistics to Council. Frost went over

FY18 comparisons to FY19 for the aquatic center and the recreation programming explaining

differences between the two fiscal years as well as where gains/losses occurred. There was

discussion between Council and staff regarding the high utility bills and what might be the cause.

Motion by Goodhue, seconded by Hammerand to receive and file information provided by Stacy

Goodhue for the Library and from Dean Anderson. Motion carried unanimously on a roll call vote.

CONSENT AGENDA & POSSIBLE ACTION

Motion by Goodhue, seconded by Van Ryswyk To APPROVE THE FOLLOWING CONSENT ITEMS.

− Approve City Council Minutes for Regular Council Minutes October 28, 2019

− Receive and File City Administrator’s Report

− Receive and File Monthly Police Department Report

− Accept Resignation of April Abbas effective November 20, 2019

− Approve Wage Increase for Beth Schaefer to $15.00 Per Hour Effective November 1,

2019

− Approve Wage Increase for Jason Peno to $18.00 Per Hour Effective November 14, 2019

− Approve Tax Abatement for Property Located at 1025 Juniper Drive, Carlisle, Iowa

50047

−

Motion carried unanimously on a roll call vote.

APPROVAL OF BILLS PAYABLE, CHANGE ORDERS AND PAY REQUESTS

Motion by Goodhue, seconded by Hammerand, to approve bills in the amount of $73,809.13. Motion

carried unanimously on a roll call vote.

CITIZEN PARTICIPATION

None

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OLD & NEW BUSINESS & POSSIBLE ACTION

Markley spoke to Council about re-naming the section of street that runs past the water plant O’Braza

Way in honor of Steve O’Braza, former Public Works Superintendent. Markley also noted that a

memorial rock with plaque for Steve O’Braza will be placed at North Park in a flower bed. Anthony

Rhinehart presented a street sign (O’Braza Way) to Sandy O’Braza.

Motion by Van Ryswyk, seconded by Hammerand, to approve Resolution 2019111102 with minor

changes to wording, A RESOLUTION APPROVING THE RENAMING OF A STREET AS

O’BRAZA WAY. Motion carried unanimously on a roll call vote.

Markley explained to Council that Parking Lot Specialties proposed to extend the sanitary sewer main to

the edge of their property now but have the city reimburse them for half the cost of that extension.

Estimated bid of the total project from PLS was $72,000 for construction and $4,500 for design. They are

proposing we pay half of that $76,500 total or $38,250. Mitch Holtz, Fox Engineering, 414 S 17th Street

Suite 107, Ames, IA 50010 spoke to Council regarding the extension and explained that the sewer line

was 18” in diameter and not 8” as earlier thought. All bids were based on 8” lines. Holtz explained that

the size difference would add around $10,000 to the project. Holtz also noted that upsizing is normally

handled by the city in these situations. There was discussion between Council that the city had paid for

other upsizes in past projects.

Motion by Goodhue, seconded by Van Ryswyk to approve Infrastructure Agreement for Parking Lot

Specialties at 1054 150th Avenue and the city pays for ½ of the sewer line and all of the oversizing costs.


Mitch Holtz, Fox Engineering, 414 S 17th Street Suite 107, Ames, IA 50010 spoke to Council regarding

the property at 1054 150th Ave owned by Parking Lot Specialties. In earlier conversation with David

Bentz, Bishop Engineering, he would bring the plat of survey in front of Council to split the property to

deal with floodplain issues. By doing so it would remove the front area of the property off the floodplain

but the properties would still be tied in together. Planning and Zoning recommended the Plat of Survey.

Motion by Goodhue, seconded by Van Ryswyk to approve Plat of Survey for 1054 150th Ave. Motion

carried unanimously on a roll call vote.

Caleb Smith, McClure Engineering 1360 NW 121st St, Clive, IA 50325 and Steve Mosley, Hubbell

Metropolitan Development Fund LLC, 6800 Westown Parkway, West Des Moines, IA, 50266 spoke to

Council regarding an amendment to Danamere Farms PUD. The change would affect the southwest

corner of the previously approved PUD and change zoning from R-1 to R-3 so they can build townhomes.

This will make more affordable housing in the area. Motion by Goodhue, seconded by McCulloch to

approve Danamere Farms PUD amendment. Motion carried unanimously on a roll call vote.

Caleb Smith, McClure Engineering 1360 NW 121st St, Clive, IA 50325 and Steve Mosley, Hubbell

Metropolitan Development Fund LLC, 6800 Westown Parkway, West Des Moines, IA, 50266 spoke to

Council regarding a revision to a portion of the Danamere Farms trail. Smith explained that there is very

little elevation difference in the low point of the existing trail and top of the window well at 1135 Juniper

which is causing water problems in that area. They are proposing to lower the existing culvert and trail to

lower the 100-year elevation which should provide a solution to the current issues with water. They are

asking permission from the city to remove and repair the 40’ section of trail. Hubbell noted that they are

paying for the repairs. There was continued discussion between Council, staff and Smith regarding the

trail repairs. Motion by Goodhue, seconded by McCulloch to approve Danamere Farms Trail Revision

around 1135 Juniper Drive. Motion carried unanimously on a roll call vote.

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There was discussion between Council and Markley regarding the rezoning Recommendation for

3 School Street from M-1 (Light Industrial) to C-3 (Downtown Commercial) and had concerns

that this would be considered spot zoning. Council would like to speak with Bob Stuyvesant

before making a decision. Motion by Goodhue, seconded by Hammerand to table the discussion.


Mitch Holtz, Fox Engineering, 414 S 17th Street Suite 107, Ames, IA 50010 spoke to Council about

entering into an Engineering Agreement for Avon Water Project. Holtz provided Council with

proposal that outlined the scope of services which included an engineering phase, design phase

and fee’s and schedule. The estimated engineering fees are $140,000. Motion by Goodhue,

seconded by Hammerand to approve Engineering Agreement for Avon Water Project with Fox

Engineering. Motion carried unanimously on a roll call vote.

ADMINISTRATOR REPORT

City Administrator gave his report.

MAYOR AND COUNCIL REPORTS

Mayor and Council gave their reports.

CITY ATTORNEY REPORT

None

UPCOMING MEETINGS AND EVENTS

INFORMATION

Motion by Goodhue, seconded by McCulloch to Adjourn at 7:56 p.m. Motion carried unanimously on a

roll call vote.

________________________________

Drew Merrifield, Mayor

Martha Becker, City Clerk

NOTE: Minutes are unofficial until approved by Council-final approval may include corrections as

necessary

Administrator’s Report

November 11, 2019

Page 1 of 1

Special Notes: City Offices will be closed Nov. 28-29 for Thanksgiving

Meetings Attended: Employee Insurance Mtg – 11/12, Capital Crossroads Stormwater – 11/12, PD Mtg

– 11/12, Mayor Mtg – 11/13, Stormwater Webinar – 11/13, Avon Water Kickoff Mtg – 11/14, Electric

Budget – 11/15, PD Budget – 11/18, Waste Mgmt Mtg – 11/19, Mayor Mtg – 11/20, Day Off – 11/22

Lights on Highway 5 Update:

I spoke with our contact at MidAmerican about phase 2 of the lights coming into town. He was expecting

to get the proposal over to us in the next week. Jeff Schug and I will take a look at it prior to bringing it to

Council for approval.

Comprehensive Plan Update:

I spoke with Chris Shires at Confluence. They are working on finalizing a contact list to do interviews as

well as a list of polling questions to go out to the community. Target for that to get to staff for review is

next week. I spoke with a few committee members and they gave good feedback on the process so far.

Avon Lake Watermain Improvement Project:

We had a meeting on the 14th to kick off the project. Susanne Gerlach, Polk County, Fox, and our public

works were in attendance. We have an aggressive timeline to hit the first submittal for SRF. You will be

seeing some surveying happen in the next few weeks to develop a routing plan for the project. We also

discussed communications plans and who will be the lead contacts. Be looking for more updates in the

next few months.

Looking at My Calendar…

Event Date Time Location

Fire Dept. Mtg 11/25 10:00 a.m. City Hall

Title VI Coordinator Mtg 11/25 1:00 p.m. City Hall

Dept. Head Mtg 11/26 9:00 a.m. City Hall

Board of Adjustment 11/27 6:30 p.m. City Hall

Thanksgiving 11/28-11/29 - -

Chamber Retreat Strategy Session 12/3 1:00 p.m. City Hall

55 Mane Ribbon Cutting 12/4 4:30 p.m. 55 Main St.

Day Off 12/6 - -

Preauthorized Disbursements 10-04-2019-11-04-2019

EFT Payments

Account Analysis Charge GW $45.34

Account Analysis Charge Peoples $90.66

Sales Tax $6.35

Total EFT Payments $142.35

Preauthorized Disbursements (non EFT) $251,875.18

GRAND TOTAL PREAUTHORIZED DISBURSEMENTS: $252,017.53

AMENDMENT

TO THE

CITY OF CARLISLE, IOWA

CONTRACT FOR RESIDENTIAL SOLID WASTE COLLECTION

This amendment (“Amendment”) to the Contract for Residential Solid Waste Collection

is made and entered into this ____ day of ____________ 2019, between the City of Carlisle,

Iowa, (the “City”), and Waste Management of Iowa, Inc. (“Contractor”).

Recitals

The City and Contractor entered into a Contract on April 27, 2015 (the “Contract”). This

Contract was exteneded via Amendment (the “First Amendment”) in March, 2017.

The City and Contractor each desire to amend the Contract to provide for the following

changes.

The parties mutually agree to amend the Contract as follows:

1. As set forth in the First Amendment, the term of the Contract is set to expire on June 30,

2020. The remaining extension period is for a three (3) year period. This extension period

is entered into by mutual agreement and the Contract shall be extended for an additional

three (3) year term expiring on June 30, 2023.

2. Except as amended herein, all other terms of the Contract and the First Amendment will

continue in full force and effect.

IN WITNESS WHEREOF, the parties hereto have caused this Amendment to be duly

executed as of the day and year first above written.

City of Carlisle, Iowa Waste Management of Iowa, Inc.

By: __________________________ By: ______________________________

Name: _______________________ Name: ___________________________

Its: __________________________ Its: ______________________________

ORDINANCE NO.

ORDINANCE AMENDING THE CODE OF ORDINANCES OF THE

CITY OF CARLISLE, IOWA BY AMENDING PROVISIONS

PERTAINING TO ZONING REGULATIONS – GENERAL PROVISIONS

BE IT ENACTED by the City Council of the City of Carlisle, Iowa:

SECTION 1 - Chapter 165.03, Section 47 of the Code of Ordinances of the City

of Carlisle, Iowa is repealed and the following adopted in lieu thereof:

165.03(47) “Parking space, automobile” means an area, other than a street

or alley, reserved for the parking of an automobile. Required parking spaces

shall have a minimum size of nine (9) feet wide by nineteen (19) feet long

exclusive of access drives, aisles or ramps. The length of parking stalls may be

reduced to seventeen (17) feet including City Council approved wheel stops if an

additional two (2) feet is provided for the overhang of wheels.

SECTION 2. Repealer. All Ordinances or parts of Ordinances in conflict with

the provisions of this Ordinance are hereby repealed.

SECTION 3. Severability Clause. 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

adjudicated invalid or unconstitutional.

SECTION 4. When Effective. This ordinance shall be in effect from, and after,

its final passage, approval and publication as provided by law.

PASSED and APPROVED by the City Council this ______ day of ____________, 2019.

Attest:

__________________________

__________________________ Drew Merrifield, Mayor

Martha Becker, City Clerk

1st Reading Passed:

2nd Reading Passed:

3rd Reading Passed:

Published:

CITY OF CARLISLE

RESOLUTION 2019112502

RESOLUTION FOR OBLIGATING FUNDS FROM THE URBAN RENEWAL TAX REVENUE

FUND FOR APPROPRIATION TO THE PAYMENT OF ANNUAL APPROPRIATION TAX

INCREMENT FINANCED OBLIGATIONS WHICH SHALL COME DUE IN THE NEXT

SUCCEEDING FISCAL YEAR (Fareway)

WHEREAS, the City of Carlisle, Iowa (the “City”), pursuant to and in strict compliance with all laws

applicable to the City, and in particular the provisions of Chapter 403 of the Code of Iowa, has

adopted an Urban Renewal Plan for the Carlisle Urban Renewal Area #3 (the “Urban Renewal

Area”); and

WHEREAS this Council has adopted an ordinance providing for the division of taxes levied on taxable

property in the Urban Renewal Area pursuant to Section 403.19 of the Code of Iowa and

establishing the fund referred to in Subsection 2 of Section 403.19 of the Code of Iowa (the “Urban

Renewal Tax Revenue Fund”), which fund and the portion of taxes referred to in that subsection

may be irrevocably pledged by the City for the payment of the principal and interest on

indebtedness incurred under the authority of Section 403.9 of the Code of Iowa to finance or

refinance in whole or in part projects in the Urban Renewal Area; and

WHEREAS the City has scheduled payments in the amount of 85 percent of tax increments for taxes

received (the “Annual Payment”) which shall come due in the fiscal year beginning July 1, 2020,

with respect to the City’s Development Agreement (the “Agreement”) with the Fareway Grocery

Stores which was finally approved by resolution of the City Council on 11 November 2013; and

WHEREAS, it is now necessary for the City Council to obligate for appropriation to the Annual Payment,

funds anticipated to be received in Urban Renewal Tax Revenue Fund in the fiscal year beginning

July 1, 2019;

NOW, THEREFORE, It is Resolved by the City Council of Carlisle, Iowa, as follows:

Section 1. The City Council hereby obligates the amount of amount of 85 percent of tax increments

for taxes received, or $42,252.61, for appropriation from the Urban Renewal Tax Revenue Fund to the

Annual Payment in the fiscal year beginning July 1, 2020.

Section 2. The City Clerk is hereby directed to certify the amount obligated for appropriation in

Section 1 above, on the City’s December 1, 2019 certification of debt payable from the Urban Renewal Tax

Revenue Fund and to reflect such amount in the City’s budget for the next succeeding fiscal year.

Section 3. All resolutions or parts of resolutions in conflict herewith are hereby repealed.

Passed and Approved 25th of November, 2019.

_____________________

Drew Merrifield

Mayor

Martha Becker

City Clerk

CITY OF CARLISLE

RESOLUTION 2019112501

RESOLUTION FOR OBLIGATING FUNDS FROM THE URBAN RENEWAL TAX REVENUE

FUND FOR APPROPRIATION TO THE PAYMENT OF ANNUAL APPROPRIATION TAX

INCREMENT FINANCED OBLIGATIONS WHICH SHALL COME DUE IN THE NEXT

SUCCEEDING FISCAL YEAR. (Mercy Clinic)

WHEREAS, the City of Carlisle, Iowa (the “City”), pursuant to and in strict compliance with all laws

applicable to the City, and in particular the provisions of Chapter 403 of the Code of Iowa, has

adopted an Urban Renewal Plan for the Carlisle Gateway Urban Renewal Area (the “Urban

Renewal Area”); and

WHEREAS this Council has adopted an ordinance providing for the division of taxes levied on taxable

property in the Urban Renewal Area pursuant to Section 403.19 of the Code of Iowa and

establishing the fund referred to in Subsection 2 of Section 403.19 of the Code of Iowa (the “Urban

Renewal Tax Revenue Fund”), which fund and the portion of taxes referred to in that subsection

may be irrevocably pledged by the City for the payment of the principal and interest on

indebtedness incurred under the authority of Section 403.9 of the Code of Iowa to finance or

refinance in whole or in part projects in the Urban Renewal Area; and

WHEREAS the City has scheduled payments in the amount of 100 percent of tax increments for taxes

received (the “Annual Payment”) which shall come due in the fiscal year beginning July 1, 2020,

with respect to the City’s Development Agreement (the “Agreement”) with the Carlisle Mercy

Clinic which was finally approved by resolution of the City Council on 12 October 2015; and

WHEREAS, it is now necessary for the City Council to obligate for appropriation to the Annual Payment,

funds anticipated to be received in Urban Renewal Tax Revenue Fund in the fiscal year beginning

July 1, 2019;

NOW, THEREFORE, It is Resolved by the City Council of Carlisle, Iowa, as follows:

Section 1. The City Council hereby obligates the amount of amount of 100 percent of tax

increments for taxes received, or $36,931.97, for appropriation from the Urban Renewal Tax Revenue Fund

to the Annual Payment in the fiscal year beginning July 1, 2020.

Section 2. The City Clerk is hereby directed to certify the amount obligated for appropriation in

Section 1 above, on the City’s December 1, 2019 certification of debt payable from the Urban Renewal Tax

Revenue Fund and to reflect such amount in the City’s budget for the next succeeding fiscal year.

Section 3. All resolutions or parts of resolutions in conflict herewith are hereby repealed.

Passed and Approved 25th of November, 2019.

_____________________

Drew Merrifield

Mayor

Martha Becker

City Clerk

Levy Authority SummaryLocal Government Name: CARLISLELocal Government Number: 91G870

Active Urban Renewal Areas U.R.#

# of TifTaxing

DistrictsCARLISLE GATEWAY TOWNHOMES URBAN RENEWAL 77100 2CARLISLE GATEWAY URBAN RENEWAL 77102 2CARLISLE INDUSTRIAL DEVE URBAN RENEWAL 91007 2CARLISLE GATEWAY URBAN RENEWAL 91010 3CARLISLE DOLLAR GENERAL/SUBWAY URBAN RENEWAL 91011 3

TIF Debt Outstanding: 111,188

TIF Sp. Rev. Fund Cash Balanceas of 07-01-2018: 69,241 0

Amount of 07-01-2018 Cash BalanceRestricted for LMI

TIF Revenue: 145,240TIF Sp. Revenue Fund Interest: 0Property Tax Replacement Claims 0Asset Sales & Loan Repayments: 0Total Revenue: 145,240

Rebate Expenditures: 79,185Non-Rebate Expenditures: 32,003Returned to County Treasurer: 0Total Expenditures: 111,188



Year-End Outstanding TIFObligations, Net of TIF SpecialRevenue Fund Balance: -103,293

Annual Urban Renewal Report, Fiscal Year 2018 - 2019

Created: Wed Nov 20 10:43:23 CST 2019Page 1 of 25

Urban Renewal Area Data CollectionLocal Government Name: CARLISLE (91G870)Urban Renewal Area: CARLISLE GATEWAY TOWNHOMES URBAN RENEWALUR Area Number: 77100

UR Area Creation Date:

UR Area Purpose:

Tax Districts within this Urban Renewal Area BaseNo.

IncrementNo.

IncrementValueUsed

CARLISLE CITY/CARLISLE SCH/17 GATEWAY TOWNHOMES TIF INCR 77738 77739 0CARLISLE CITY AG/CARLISLE SCH/17 GATEWAY TOWNHOMES TIF INCR 77740 77741 0

Urban Renewal Area Value by Class - 1/1/2017 for FY 2019Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total

Assessed 8,510 0 0 0 0 0 8,510 0 8,510Taxable 4,634 0 0 0 0 0 4,634 0 4,634Homestead Credits 0TIF Sp. Rev. Fund Cash Balanceas of 07-01-2018: 0 0


TIF Revenue: 0TIF Sp. Revenue Fund Interest: 0Property Tax Replacement Claims 0Asset Sales & Loan Repayments: 0Total Revenue: 0

Rebate Expenditures: 0Non-Rebate Expenditures: 0Returned to County Treasurer: 0Total Expenditures: 0

TIF Sp. Rev. Fund Cash Balanceas of 06-30-2019: 0 0


♣ Annual Urban Renewal Report, Fiscal Year 2018 - 2019


TIF Taxing District Data CollectionLocal Government Name: CARLISLE (91G870)Urban Renewal Area: CARLISLE GATEWAY TOWNHOMES URBAN RENEWAL (77100)TIF Taxing District Name: CARLISLE CITY/CARLISLE SCH/17 GATEWAY TOWNHOMES TIF INCRTIF Taxing District Inc. Number: 77739TIF Taxing District Base Year: 0FY TIF Revenue First Received: 2001Subject to a Statutory end date? YesFiscal year this TIF Taxing Districtstatutorily ends: 2022

UR DesignationSlum NoBlighted NoEconomic Development 09/1997

TIF Taxing District Value by Class - 1/1/2017 for FY 2019Agricultural Residential Commercial Industrial Other Military Total Gas/Electric Utility Total

Assessed 0 0 0 0 0 0 0 0 0Taxable 0 0 0 0 0 0 0 0 0Homestead Credits 0

Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not UsedFiscal Year 2019 0 0 0 0 0

FY 2019 TIF Revenue Received: 0


TIF Taxing District Data CollectionLocal Government Name: CARLISLE (91G870)Urban Renewal Area: CARLISLE GATEWAY TOWNHOMES URBAN RENEWAL (77100)TIF Taxing District Name: CARLISLE CITY AG/CARLISLE SCH/17 GATEWAY TOWNHOMES TIF INCRTIF Taxing District Inc. Number: 77741TIF Taxing District Base Year: 0FY TIF Revenue First Received: 2001Subject to a Statutory end date? YesFiscal year this TIF Taxing Districtstatutorily ends: 2022



Assessed 8,510 0 0 0 0 0 8,510 0 8,510Taxable 4,634 0 0 0 0 0 4,634 0 4,634Homestead Credits 0

Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not UsedFiscal Year 2019 0 4,634 0 4,634 113



Urban Renewal Area Data CollectionLocal Government Name: CARLISLE (91G870)Urban Renewal Area: CARLISLE GATEWAY URBAN RENEWALUR Area Number: 77102

UR Area Creation Date:

UR Area Purpose:


IncrementNo.

IncrementValueUsed

CARLISLE CITY/CARLISLE SCH/17 GATEWAY TIF INCR 77734 77735 0CARLISLE CITY AG/CARLISLE SCH/17 GATEWAY TIF INCR 77736 77737 0


Assessed 290,970 122,700 0 0 0 0 413,670 0 413,670Taxable 158,427 68,247 0 0 0 0 226,674 0 226,674Homestead Credits 0TIF Sp. Rev. Fund Cash Balanceas of 07-01-2018: 0 0






♦ Annual Urban Renewal Report, Fiscal Year 2018 - 2019


TIF Taxing District Data CollectionLocal Government Name: CARLISLE (91G870)Urban Renewal Area: CARLISLE GATEWAY URBAN RENEWAL (77102)TIF Taxing District Name: CARLISLE CITY/CARLISLE SCH/17 GATEWAY TIF INCRTIF Taxing District Inc. Number: 77735TIF Taxing District Base Year: 0FY TIF Revenue First Received: 2001Subject to a Statutory end date? YesFiscal year this TIF Taxing Districtstatutorily ends: 2022



Assessed 0 122,700 0 0 0 0 122,700 0 122,700Taxable 0 68,247 0 0 0 0 68,247 0 68,247Homestead Credits 0

Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not UsedFiscal Year 2019 0 68,247 0 68,247 2,169



TIF Taxing District Data CollectionLocal Government Name: CARLISLE (91G870)Urban Renewal Area: CARLISLE GATEWAY URBAN RENEWAL (77102)TIF Taxing District Name: CARLISLE CITY AG/CARLISLE SCH/17 GATEWAY TIF INCRTIF Taxing District Inc. Number: 77737TIF Taxing District Base Year: 0FY TIF Revenue First Received: 2001Subject to a Statutory end date? YesFiscal year this TIF Taxing Districtstatutorily ends: 2022



Assessed 290,970 0 0 0 0 0 290,970 0 290,970Taxable 158,427 0 0 0 0 0 158,427 0 158,427Homestead Credits 0

Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not UsedFiscal Year 2019 0 158,427 0 158,427 3,865



Urban Renewal Area Data CollectionLocal Government Name: CARLISLE (91G870)Urban Renewal Area: CARLISLE INDUSTRIAL DEVE URBAN RENEWALUR Area Number: 91007

UR Area Creation Date: 09/1997

UR Area Purpose:

To stimulate private investment innew commercial and industrialdevelopment


IncrementNo.

IncrementValueUsed

CARLISLE CITY/CARLISLE SCH/CARLISLE 1 UR TIF INCREM 91231 91232 0CARLISLE CITY AG/CARLISLE SCH/CARLISLE INDUSTRIAL DEVE UR TIF INCREM 91293 91294 0


Assessed 0 0 0 0 0 0 0 0 0Taxable 0 0 0 0 0 0 0 0 0Homestead Credits 0TIF Sp. Rev. Fund Cash Balanceas of 07-01-2018: 0 0






▲ Annual Urban Renewal Report, Fiscal Year 2018 - 2019


Projects For CARLISLE INDUSTRIAL DEVE URBAN RENEWAL

Carlisle True Value

Description: economic development assistanceClassification: Commercial - retailPhysically Complete: YesPayments Complete: Yes

Legal and Consultant Fee

Description: Legal and Consultant fees for Development AgreementsClassification: Administrative expensesPhysically Complete: YesPayments Complete: No



Debts/Obligations For CARLISLE INDUSTRIAL DEVE URBAN RENEWAL

Carlisle True Value

Debt/Obligation Type: Internal LoansPrincipal: 0Interest: 0Total: 0Annual Appropriation?: NoDate Incurred: 11/10/2014FY of Last Payment: 2016

Legal and Consultant Fees

Debt/Obligation Type: Other DebtPrincipal: 0Interest: 0Total: 0Annual Appropriation?: NoDate Incurred: 11/09/2015FY of Last Payment: 2017



Tied To Debt:Tied To Project:

Non-Rebates For CARLISLE INDUSTRIAL DEVE URBAN RENEWAL

TIF Expenditure Amount: 0Legal and Consultant FeesLegal and Consultant Fee



TIF Taxing District Data CollectionLocal Government Name: CARLISLE (91G870)Urban Renewal Area: CARLISLE INDUSTRIAL DEVE URBAN RENEWAL (91007)TIF Taxing District Name: CARLISLE CITY/CARLISLE SCH/CARLISLE 1 UR TIF INCREMTIF Taxing District Inc. Number: 91232TIF Taxing District Base Year: 2000FY TIF Revenue First Received: 1999Subject to a Statutory end date? YesFiscal year this TIF Taxing Districtstatutorily ends: 2019




Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not UsedFiscal Year 2019 311,300 0 0 0 0



TIF Taxing District Data CollectionLocal Government Name: CARLISLE (91G870)Urban Renewal Area: CARLISLE INDUSTRIAL DEVE URBAN RENEWAL (91007)TIF Taxing District Name: CARLISLE CITY AG/CARLISLE SCH/CARLISLE INDUSTRIAL DEVE UR TIFINCREMTIF Taxing District Inc. Number: 91294TIF Taxing District Base Year: 2000FY TIF Revenue First Received:Subject to a Statutory end date? YesFiscal year this TIF Taxing Districtstatutorily ends: 2019




Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not UsedFiscal Year 2019 55,880 0 0 0 0



Urban Renewal Area Data CollectionLocal Government Name: CARLISLE (91G870)Urban Renewal Area: CARLISLE GATEWAY URBAN RENEWALUR Area Number: 91010


UR Area Purpose: To promote economicdevelopment.


IncrementNo.

IncrementValueUsed

CARLISLE CITY/CARLISLE SCH/GATEWAY TIF INC 91333 91334 1,824,750CARLISLE CITY AG/CARLISLE SCH/GATEWAY INC 91335 91336 0CARLISLE CITY\CARLISLE SCH\MERCY CLINIC TIF INC 91343 91344 380,895


Assessed 0 0 3,478,000 0 0 0 3,478,000 0 3,478,000Taxable 0 0 3,130,200 0 0 0 3,130,200 0 3,130,200Homestead Credits 0TIF Sp. Rev. Fund Cash Balanceas of 07-01-2018: 16,759 0



Rebate Expenditures: 36,932Non-Rebate Expenditures: 0Returned to County Treasurer: 0Total Expenditures: 36,932





Projects For CARLISLE GATEWAY URBAN RENEWAL


Description: Reimbursement of Administrative CostsClassification: Administrative expensesPhysically Complete: YesPayments Complete: No

Carlisle Mercy Clinic

Description: Construction of Mercy ClinicClassification: Commercial-MedicalPhysically Complete: YesPayments Complete: No



Debts/Obligations For CARLISLE GATEWAY URBAN RENEWAL




Debt/Obligation Type: RebatesPrincipal: 36,932Interest: 0Total: 36,932Annual Appropriation?: YesDate Incurred: 10/12/2015FY of Last Payment: 2023




Non-Rebates For CARLISLE GATEWAY URBAN RENEWAL

TIF Expenditure Amount: 0Legal and Consultant FeesLegal and Consultant Fees



Rebate Paid To:Tied To Debt:Tied To Project:Projected Final FY of Rebate:

Rebates For CARLISLE GATEWAY URBAN RENEWAL


TIF Expenditure Amount: 36,932Carlisle Mercy ClinicCarlisle Mercy ClinicCarlisle Mercy Clinic2023



TIF Taxing District Data CollectionLocal Government Name: CARLISLE (91G870)Urban Renewal Area: CARLISLE GATEWAY URBAN RENEWAL (91010)TIF Taxing District Name: CARLISLE CITY/CARLISLE SCH/GATEWAY TIF INCTIF Taxing District Inc. Number: 91334TIF Taxing District Base Year: 2014FY TIF Revenue First Received:Subject to a Statutory end date? No

UR DesignationSlum NoBlighted NoEconomic Development No


Assessed 0 0 2,027,500 0 0 0 2,027,500 0 2,027,500Taxable 0 0 1,824,750 0 0 0 1,824,750 0 1,824,750Homestead Credits 0

Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not UsedFiscal Year 2019 4,400 1,824,750 1,824,750 0 0



TIF Taxing District Data CollectionLocal Government Name: CARLISLE (91G870)Urban Renewal Area: CARLISLE GATEWAY URBAN RENEWAL (91010)TIF Taxing District Name: CARLISLE CITY AG/CARLISLE SCH/GATEWAY INCTIF Taxing District Inc. Number: 91336TIF Taxing District Base Year: 2014FY TIF Revenue First Received:Subject to a Statutory end date? No




Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not UsedFiscal Year 2019 0 0 0 0 0



TIF Taxing District Data CollectionLocal Government Name: CARLISLE (91G870)Urban Renewal Area: CARLISLE GATEWAY URBAN RENEWAL (91010)TIF Taxing District Name: CARLISLE CITY\CARLISLE SCH\MERCY CLINIC TIF INCTIF Taxing District Inc. Number: 91344TIF Taxing District Base Year: 2015FY TIF Revenue First Received:Subject to a Statutory end date? No




Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not UsedFiscal Year 2019 2,900 1,305,450 380,895 924,555 26,188

FY 2019 TIF Revenue Received: 62,315



Urban Renewal Area Data CollectionLocal Government Name: CARLISLE (91G870)Urban Renewal Area: CARLISLE DOLLAR GENERAL/SUBWAY URBAN RENEWALUR Area Number: 91011


UR Area Purpose:

To stimulate, through publicinvolvement and commitment,private investment in newcommercial development.


IncrementNo.

IncrementValueUsed

CARLISLE CITY/CARLISLE SCH/SUBWAY DOLLAR GENERAL TIF INC 91329 91330 1,078,900CARLISLE CITY/CARLISLE SCH/FAREWAY INC 91337 91338 1,773,360CARLISLE CITY\CARLISLE SCH\OREILLY TIF INCREM 91341 91342 45,200


Assessed 0 0 3,338,400 0 0 0 3,338,400 0 3,338,400Taxable 0 0 3,004,560 0 0 0 3,004,560 0 3,004,560Homestead Credits 0TIF Sp. Rev. Fund Cash Balanceas of 07-01-2018: 52,482 0



Rebate Expenditures: 42,253Non-Rebate Expenditures: 32,003Returned to County Treasurer: 0Total Expenditures: 74,256





Projects For CARLISLE DOLLAR GENERAL/SUBWAY URBANRENEWAL

Fareway Grocery Land

Description:Assist in the purchase of land for new Fareway Grocerystore.

Classification: Acquisition of propertyPhysically Complete: YesPayments Complete: No

Fareway Grocery Store

Description:Rebate of 85 percent of property taxes up to $1.8 millionor 20 years, which ever comes first

Classification: Commercial - retailPhysically Complete: YesPayments Complete: No

Fareway Grocery Store Legal Fees

Description:Repayment of Legal Fees related to Fareway GroceryStore Project

Classification: Administrative expensesPhysically Complete: YesPayments Complete: No


Description: Reimbursement of Legal and Consultant FeesClassification: Administrative expensesPhysically Complete: YesPayments Complete: No



Debts/Obligations For CARLISLE DOLLAR GENERAL/SUBWAY URBANRENEWAL

Fareway Grocery Land

Debt/Obligation Type: Other DebtPrincipal: 32,003Interest: 0Total: 32,003Annual Appropriation?: NoDate Incurred: 11/11/2013FY of Last Payment: 2020


Debt/Obligation Type: RebatesPrincipal: 42,253Interest: 0Total: 42,253Annual Appropriation?: YesDate Incurred: 11/11/2013FY of Last Payment: 2036

Fareway Grocery Store Legal Fees







Non-Rebates For CARLISLE DOLLAR GENERAL/SUBWAY URBANRENEWAL

TIF Expenditure Amount: 32,003Fareway Grocery LandFareway Grocery Land



Rebate Paid To:Tied To Debt:Tied To Project:Projected Final FY of Rebate:

Rebates For CARLISLE DOLLAR GENERAL/SUBWAY URBANRENEWAL


TIF Expenditure Amount: 42,253Fareway Grocery Stores, Inc.Fareway Grocery StoreFareway Grocery Store2036



Jobs For CARLISLE DOLLAR GENERAL/SUBWAY URBAN RENEWAL

Project: Fareway Grocery StoreCompany Name: Fareware Grocery StoresDate Agreement Began: 11/20/2013Date Agreement Ends: 06/01/2036Number of Jobs Created or Retained: 67Total Annual Wages of Required Jobs: 1,050,400Total Estimated Private Capital Investment: 2Total Estimated Cost of Public Infrastructure: 3,700,000



TIF Taxing District Data CollectionLocal Government Name: CARLISLE (91G870)Urban Renewal Area: CARLISLE DOLLAR GENERAL/SUBWAY URBAN RENEWAL (91011)TIF Taxing District Name: CARLISLE CITY/CARLISLE SCH/SUBWAY DOLLAR GENERAL TIF INCTIF Taxing District Inc. Number: 91330TIF Taxing District Base Year: 2012FY TIF Revenue First Received: 2015Subject to a Statutory end date? YesFiscal year this TIF Taxing Districtstatutorily ends: 2035







TIF Taxing District Data CollectionLocal Government Name: CARLISLE (91G870)Urban Renewal Area: CARLISLE DOLLAR GENERAL/SUBWAY URBAN RENEWAL (91011)TIF Taxing District Name: CARLISLE CITY/CARLISLE SCH/FAREWAY INCTIF Taxing District Inc. Number: 91338TIF Taxing District Base Year: 2014FY TIF Revenue First Received: 2017Subject to a Statutory end date? No





FY 2019 TIF Revenue Received: 82,925


TIF Taxing District Data CollectionLocal Government Name: CARLISLE (91G870)Urban Renewal Area: CARLISLE DOLLAR GENERAL/SUBWAY URBAN RENEWAL (91011)TIF Taxing District Name: CARLISLE CITY\CARLISLE SCH\OREILLY TIF INCREMTIF Taxing District Inc. Number: 91342TIF Taxing District Base Year: 2016FY TIF Revenue First Received:Subject to a Statutory end date? No



Assessed 0 0 150,500 0 0 0 150,500 0 150,500Taxable 0 0 135,450 0 0 0 135,450 0 135,450Homestead Credits 0

Frozen Base Value Max Increment Value Increment Used Increment Not Used Increment Revenue Not UsedFiscal Year 2019 105,300 45,200 45,200 0 0




City of Carlisle’s 7 in 7 Plan

7 Major Projects in 7 Years

The 7 in 7 Plan

City officials have developed a plan to tackle seven major projects in seven years

3 street projects, 3 building projects, and 1 water projectEach project has long-term impacts on growth and

development within the communityAll projects done without raising the debt service portion

of the City’s tax levy

Future City Hall Renovation

Renovates former Great Western Bank into City Hall

Includes complete renovation, new council chambers, parking improvements, expanded office space for building/economic development office

Est. cost for project: ≈ $1,562,000 Includes construction + soft costs like

design fees, signage, and furniture

Expected Project Start: Fall 2020

Future Police Department Renovation

Renovates former City Hall into Police Department

Includes complete renovation, public safety training room for PD/Fire/EMS, and sally port addition

Est. cost for project: ≈ $2,394,000

Includes construction + soft costs like design fees, signage, and furniture

Expected Start: Fall 2021

Future Library Renovation

Renovates former Recreation Center into Library

Includes complete renovation, new community programming room addition, study rooms, and parking improvements


Includes construction + soft costs like design fees, signage, and furniture

Expected Start: Fall 2027

Scotch Ridge Intersection Improvements

Improves transportation infrastructure from Bellflower area through Highway 5 intersection

Includes road, sidewalk, and intersection improvements


Includes $1,837,000 in federal funding from Des Moines MPO

Expected Start: Spring 2021

5th Street Reconstruction – Near School

Reconstructs 5th Street from Highway 5 to School Street


Est. cost for project: ≈ $770,000

Expected Start: Spring 2022 or 2023

School Street Phase 2 – 1st Street to 5th Street

Continues School Street renovations from 5th Street intersection to 1st Street intersection



Expected Start: Spring 2022 or 2023

Avon Lake Watermain Improvements

Runs water main from North Park through Avon and connects to water main north of Corteva/Pioneer warehouse

Creates looped water supply and allows Avon residents to connect to quality potable water supply

Increases water flow = better service and fire protection pressures in the area


Est. Polk County participation: ≈ $2,250,000

Est. cost for Carlisle: ≈ $1,150,000

Expected Start: Spring 2021

How will we pay for these projects?

Utilize city’s bonding authority for streets and facilities

Utilize State Revolving Fund Loan for Avon Lake Watermain Project

Utilizes Carlisle’s debt service portion of total city tax levy

For these projects, city officials will hold the current debt service levy stable through fiscal year 2026-2027

Possible other funding sources to utilize include: Local Option Sales Tax Funds –

secured Federal Funding from MPO –

secured State Safe Routes to School Funds Library Capital Campaign

These projects won’t raise taxes!

What is the debt service levy?

The debt service levy is a portion of the total municipal tax levy that cities can levy to support debt service expenditures like bond and loan payments

The total city tax levy makes up approximately 34% of your total consolidated tax levy

Other taxing entities that make up your consolidated tax levy include the Carlisle School District and Warren or Polk County, amongst several others

Carlisle’s tax levies for the 2019/2020 fiscal year are:

Debt service levy = $4.50334 per $1,000 in valuation

Total city levy = $14.89038 per $1,000 in valuation

Total City Tax Levy

City Debt Service

% of Total City Levy

Total Consolidated Tax Levy

% of Total Consolidated Levy

14.89038 4.50334 30.24% 43.77465 10.29%

How can you stay involved?

Look for updates on the various projects on the city’s projects section of our website

Look for articles in the Carlisle Citizen and Indianola Record-Herald Like the City of Carlisle, Iowa, Carlisle Public Library, and Carlisle

Police Department on Facebook to see updates and newsWatch for important dates like referendum votes, construction start

dates, and ribbon cuttings Think about getting involved in possible planning and steering

committees or the Friends of the Library or Library Foundation Voice your opinion by attending city council meetings or

contacting your elected officials

The 7 in 7 Plan

City Hall Renovation Police Department Renovation Library Renovation Scotch Ridge Intersection

Improvements 5th Street Reconstruction School Street Phase 2 Avon Lake Watermain Improvements

7 major projects in 7 years to help grow Carlisle’s future!

Documents

CITY OF CARLISLE REGULAR CITY COUNCIL MEETING …...Administrator’s Report November 11, 2019 Page 1 of 1 Special Notes: City Offices will be closed Nov. 28-29 for Thanksgiving Meetings