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Home My WebLink About1978-08-08 Info PackettI!CROFILMED BY JORM MICROLAB CEDAR RAPIDS AMD ULS 1-101:4L), 'u%.. CITY OF IOWA CITY CIVIC CEN(ER - 410 E. WASHINGTON ST IOWA CITY IOWA 52240 • (319) 354.1800 July 25, 1978 Mr. Terrence L. Fritz Director, Public Transit Division Department of Transportation State Capital Des Moines, Iowa 50319 Dear Mr. Fritz: Recently you wrote to Mayor Vevera concerning the program for investigating the possibility of ground transportation centers in Iowa. The City of Iowa City is very interested in working with the Public Transit Division and the consultant which you employ to undertake this study. Mr. Hugh Mose, Transit Superintendent, for the City of Iowa City will coordinate this work with you and the consultant. In addition we would expect the consultant would cooperate very closely with the staff of the Johnson County Regional Planning Commission. We are looking forward to working with you on this project. Sincerely ours, Neal G. Berlin City Manager bvI/5 cc: City Council Johnson County Regional Planning Commission Hugh Mose 141CROFILMED BY JORM MICR+L-AB I CFMR RAPIDS • OU MOVIES /y8S .01 tI!CROFILMED BY JORM MICROLAB CEDAR RAPIDS AMD ULS 1-101:4L), 'u%.. CITY OF IOWA CITY CIVIC CEN(ER - 410 E. WASHINGTON ST IOWA CITY IOWA 52240 • (319) 354.1800 July 25, 1978 Mr. Terrence L. Fritz Director, Public Transit Division Department of Transportation State Capital Des Moines, Iowa 50319 Dear Mr. Fritz: Recently you wrote to Mayor Vevera concerning the program for investigating the possibility of ground transportation centers in Iowa. The City of Iowa City is very interested in working with the Public Transit Division and the consultant which you employ to undertake this study. Mr. Hugh Mose, Transit Superintendent, for the City of Iowa City will coordinate this work with you and the consultant. In addition we would expect the consultant would cooperate very closely with the staff of the Johnson County Regional Planning Commission. We are looking forward to working with you on this project. Sincerely ours, Neal G. Berlin City Manager bvI/5 cc: City Council Johnson County Regional Planning Commission Hugh Mose 141CROFILMED BY JORM MICR+L-AB I CFMR RAPIDS • OU MOVIES /y8S MICROFILMLD BY JORM 1.1ICROLAB CEDAR RAVIUS AND ULS MUikLr , "w -h 4 CITY OF IOWA CITY CIVIC CENTER 410 E. WASHINGTON ST IOWA CITY IOWA 52240 (319) 354.1800 i July 28, 1978 r Mr. William L. Meardon 122 S. Linn St. Iowa City, Iowa 52240 Dear Mr. Meardon: Sometime ago you wrote concerning the status of park land acquisition and projected sewer improvements for the peninsula area. j k The comprehensive plan provides that open space and park lands may be acquired by purchase, dedication or through requirements of the City's Q9 Subdivision Ordinance. The exact procedures for the acquisition of c specific parcels has not been determined by the City. We expect that the City Council will, at a later date, again be discussing this matter. / Therefore, your continuing interest in this matter will be appreciated. Your second question related to projected sewer improvements for the peninsula area. Basically, the facts presented in your letter are correct, given a specific set of parameters. However, the depth of 32' necessary at the intersection of Taft Speedway and Dubuque Street is required only if the sewer extension onto the peninsula would be with an 8" diameter pipe. Attached for your review is a copy of Figure 5 from a report made by Veenstra and.Kimm in 1969. This report dealt with the corridor sewer and proposed improvements to service the peninsula area as well as that area north of Interstate 80. Although some of the sizings have been changed in the forthcoming design of the corridor sewer, the plan always contemplated running a larger pipe out onto the peninsula aren. The exact sizing of the sewer out onto the peninsula has not been finalized, however, it is anticipated that It will be at least 24" in diameter. / yg6 141CROFILMED BY ,. JORM MICR+LAO CFDAP RAPIDS • OES MORIFS t, t41l.RUFILMEU BY JORM MICROLAB Mr. 14illiam L. Meardon .luly 28, 1978 Page Two CEDAR RAPIDS AND uLS The second attachment contains a listing of minimum slopes for various pipe sizes for sanitary sewers. As mentioned previously, if an 8" pipe were selected, the 32' depth would be approximately correct. However, the listing attached shows that the slope for a 24" pipe need only be 1/5 as much as for an 8" pipe. Roughly speaking, the depth for a 24" pipe would then be 1/5 of 32' or approximately 6'. Since the manhole at the end of the corridor sewer project at Taft Speedway will be approximately 1 10' deep and in fact the ground elevation on the peninsula is somewhat higher than the elevations at Dubuque Street, there is a very definite criteria that can be followed to insure gravity flow. The timing of providing sanitary sewer to the peninsula area has not yet been established. Due to the fact that we will be seeking Federal funds for the corridor sewer, the extension for development purposes does not 4 fit into the corridor sewer project itself. New extensions are not eligible for Federal funds. The State Code no longer allows sewers to be constructed at public expense and the cost subsequently recaptured through the establishment of a tapping fee. Therefore, it would appear the only viable means to provide actual sewer facilities onto the peninsula area will be either by special assessment and/or extensions by developers during platting procedures. Extensions of a sewer of this size by an individual developer would probably not be feasible. It may therefore be in the interest of land owners on the pens begin discussing the problem and perhaps petition Coun< based upon completion of the corridor sewer. For your corridor sewer construction is anticipated to commence early in 1979 and take approximately 12 to 18 months fc f develo men Although this scheduling does not allow or r in the immediate future, I trust this information will 1 necessary information to begin your planning process. further questions regarding this matter please contact convenience. Sincere yours, ,� ` / �eL�i jE✓I�^ Neal C. Berlin City Manager Enclosures bvl/7 cc: City Council Gene Dietz Dennis Kraft r. 141CROFILMED BY JORM MIC R(�LAB UDAR RAPIDS • Or.S t4OTUrS MiLiW; iLMtL) BY JORM MICROLAB • CEL)AR RAP M AMU JL. .'IU i.=-• "" 0 MICROf MMCO RY JORM MICR�LAB ff0�P. RN'Ip5 • 'SCS F10111f5 141u(UH LMEU BY JURM MICROLAB • CEUAk RAVIUS AID MICRO[ ILMED BY i JORM MICR+LAB CrDAR RAPM • Ill"S MOINrS h1ICROFILMEU BY JONM MICROL.AB 25.2 Depth CLDAR RAPIDS AND uCS IUiNL:, r--•. In general sewers shall be sufficiently deep so as to receive sewage from basements and to prevent freezing. 25.3 Slope All sewers shall be so designed and constructed to fi m mean velocities, when flowing full, of not less than 2.0 feet per second, based on Kutter'a formula using an "n" value of 0.013. Use of other practical "n" values may be permitted by the plan reviewing agency if deemed justifiable on the basis of research or field data presented. The following are the minimum elopes which should be provided; however, slopes greater than these are desirable: Sewer Size Minimum Slope in Feet Per 100 Feet • 8 inch O.LO 10 inch 0.28 12 inch 0.22 14 inch 0.17 15 inch 0.15 16 inch 0.14 0.12 k 18 inch 0.10 21 inch x inch __� u. 2inch 0 inch - 6 inch 0.046 y Under special conditions, if detailed justifiable reasons are given, slopes slightly less than those required for the 2.0 feet per second velocity when flowing full maybe permitted. Such decreased slopes will only be considered where the depth of flow will be 0.3 of the diameter or greater for design average flow. Whenever such decreased slopes are selected, the design engineer must furnish with his report his computations of the depths of flow in such pipes at mimimam, average, and daily or hourly rates of flow. It must be recognized that decreased slopes may cause additional sewer maintenance expense. Severe shall be laid with uniform slope between manholes. Sewers on 2•) percent elope or greater shall be anchored securely with concrete anchors or equal, spaced as follows: a. Not over 36 feet center to center on grades 20 percent and up to 35 percent. b. Not over 24 feet center to center on grades 35 percent and up to 50 percent. c. Not over 16 feet center to center on grades 50 percent and over. 24 :41CROFILMED BY DORM MICR+LA8 f.CDAR RAPIDS • nFS MOINCS MILROFILMED BY JORM MICROLAB LEDAR RAPIUS AND UL_ HOI NLJ, , ++ i CITY OF IOWA CITY CIVIC (11NFE12. 410 E. WASHINGTON ST. • IOWA CITY IOWA 52240 • (319) 354.180 July 28, 1978 Mr. C. I. MacGillivray, Director Planning and Research Division Department of Transportation 800 Lincoln Way Ames, Iowa 50010 Re: #700.010, Arterial Highway 518, Johnson -Washington Counties Dear Mr. MacGillivray: The City of Iowa City recently received your letter of July 19, 1978 concerning arterial Highway 518. Representatives of the City, both City Council and staff, will greatly appreciate an opportunity to meet with you and other appropriate representatives of the Department of Transpor- tation to receive the information from your staff studies relating to the location of the highway, the four lane question, and the Melrose interchange. As you recall, a meeting which was postponed by your staff, had been scheduled to discuss these matters. An early reply in this matter will be greatly appreciated. Please coordinate the scheduling of the meeting with Neal Berlin, City Manager. Sincerely yours, Robert A. Vevera Mayor bv3/4 cc: City Council MICROFILI.IED BY I JORM MICR+LAB CCDAR RARIDS OCs MOINES 111LROrILMEU BY JORM MICROLAB • CEUAR RAPIUS AND ULS J,-,, CITY OF IOWA CITY CIVIC CENTER 410 E. WASHINGTON ST IOWA CITY IOWA 52240 (319) 354.1800 July 28, 1978 Mr. Robert R. Rigler, Chairman Commission, Department of Transportation Security State Bank New Hampton, Iowa 50659 Re: #700.010, Arterial Highway 518, Johnson -Washington Counties Dear Sir: The City Council of Iowa City desires to meet with the Transportation Commission at your earliest opportunity to discuss Arterial Highway 518. Enclosed is a copy of the letter which we recently received from your staff on this matter. The City Council believes that many questions remain unanswered concerning this project. Therefore it is appropriate for the City Council to meet directly with the Commission. Prior to the meeting the City will have had an opportunity to discuss this matter further with your staff. An early reply will be greatly appreciated. Very truly yours, Robert A. Vevera Mayor Enc. bv3/5 cc: City Council R. L. Kassel, IDOT C. I. MacGillivray, IDOT ROFILMED BY JORM MICR#LAB l CEnAR RAPIDS . ACS MOINES lq?7 MICROFILKD BY JORM MICROLAB CEDAR RAPIDS AND ULs NUCicJ, :Jy-" TO: Department Hed� s , FROM: City Manager „' f1/w,"/ nternational City Management Association RE: Annual Conference of I The City Manager has been asked to moderate and serve as a panel member sessionof a athe ic of thersession wof illlbeehowttoncopeiand operate AssociationThe t pnt with nontraditional and changing City Councils. Your comments and suggestions concerning this topic and issues which I will appreciate receivingng youruld ate raised staff be extremely beneficial* meeting within the next couple of weeks. cc: City Council bv1/6 141CROFILMED BY ' JORM MICR+L.AB ! CEDAR RAPIDS • DES Id010ES /y ad 1.1ICROFILMEU BY JORM MICROLAB CEDAR RAPIUS AND ULS MUINL,, u,,, City of Iowa City MEMORANDUM DATE: July 25, 1978 TO: Department Heads /f FROM: Neal Berlin, Cit j7Eq�3J RE: Staff Meetings In the months immediately ahead I would like to use part of the weekly staff meetings for the discussion of substantive materials other than the Council agenda. For example, the City Council evaluation discussion was very useful for the Manager, staff and the City Council. In addition, I think it would be desirable to discuss such items as the budget process, Proposition 13 related issues, the future financial directions of the City, compensation plans for administrative and supervisory employees and other similar matters. In addition, I would like to consider management issues such as management style, working with supervisory employees and employee evaluations. If you have any suggestions for subjects which you think could be beneficially handled through staff discussion, please bring them to my attention. The goal is to utilize the resources of department heads collectively on specific opportunities and problems. cc: City Council bdw 141CROMMED By 1 1 JORM MICR+LAB CCMR RAPIDS . DCS MOIIIES lK91i ■ i f•IILROFILNLD BY JORM MLCROLAB CEDAR RAPIDS Af1D uLS IdC11iu V V," City of Iowa City MEMORAN UM DATE: Ju 6, 1 78 TO: Neal Berlin, City Manager 1 FROM: Angela Ryan, Asst. City Attorney/ MM� RE: TDcation of Hwy 518 GgIESPION PRESENfID Does the City have a voice regarding the choice of location for Hwy 518? •r � � Section 313.21 of the Iowa Code specifically grants the authority for the selection of new road locations to the department of transporation. DISCUSSION Section 313.21 states: 313.21 Improvements in cities. The department is hereby given authority, subject to the approval of the council, to construct, reconstruct, improve and maintain extensions of the primary road system within any city including the construction, re- construction, and improvement of storm sewers and electrical traffic control devices reasonably in- cident and necessary thereto, provided that such improvement, exclusive of storm sewers, hasten t exceed in width that of the primary road and the amount of funds expended in any one year shall not exceed thirty-five percent of the primary road construction fund. The phrase "subject to approval of the council," as it appears in this section, shall be construed as authorizing the council to consider said proposed improvements in its relationship to municipal im- provements (such as sewers, water lines, sidewalks and other public improvements, and the establishment or et es). The location of said spr re-establishment road extensions shshall be determined by the department. 141CROFILMED BY JORM MICR+LAB CEDAR RAPIDS • DES MOINES 1120 I'IICRUH LMED BY JURM MICROLAB Memorandum to Neal Berlin Page 2. July 26, 1978 CEDAR RAPLUS MID ULS ,u1111 306A.3 Authority to establish controlled -access facilities. cities and highway authorities having jurisdiction and control over the highways of the state, as provided by chapter 306, acting alone or in co-operation with each other or with any federal, state, or local ]agency or any other state having authority to participate in the construction and maintenance of highways, are hereby authorized to plan, designate, es- tablish, regulate, vacate, alter, improve, maintain, and pro- vide controlled -access facilities for public use wherever such authority or authorities are of the opinion that traffic con- ditions, present or future, will justify such special facilities; provided, that within cities such authority shall be subject to such municipal consent as may be provided by law. Said cities and highway authorities in addition to the specific powers granted in this chapter, shall also have and may exercise, relative to controlled -access facilities, any and all additional authority now or hereafter vested in them relative to high- ways or streets within their respective jurisdictions. Said cities and highway authorities may regulate, restrict, or pro- hibit the use of such controlled -access facilities by the various classes of vehicles or traffic in a manner consistent with section 306A.2. In an April 4, 1969 Attorney General's Opinion, it stated that "subject to such municipal consent as may be provided by law" referred to Section 313.21 which requires approval or consent only as it relates to municipal improvements, such as sewers, waterlines. MICROEILMED OY JORM MICR+LAB CEDAR RAPInS • KS MOINES M 19iLi(Ui ILi'IEU BY JURM MICRULAB TO: FROM: RE: CEDAA RAPIDS AND UL> >IU:;iL. r City of Iowa City MEMORANDUM DATE: July 25, 1978 City Manager / City Council Michael E. Kucharzak, Director, Housing & Inspection Services Proposed Contract with Johnson County for Rehabilitation Execution Services Attached is a revised contract bearing the approval stamp from the Iowa City Legal Department for Council consideration on August 1, 1978. As was discussed earlier with the Council, the contract proposal is to provide staff assistance to Johnson County in the administration of their federally assisted rehabilitation program in the rural areas of Johnson County. The Council indicated a willingness to explore the contractural arrangement with the County but had reservations about hiring additional personnel as Iowa City employees to service this contract. The contract is endorsed by the City staff and can be implemented without hiring additional personnel if the Council endorses one of the following proposals: a.) Allow the Department of Housing & Inspection Services to contract with a private person to provide the skills presently provided by a City employee having the title Construction Specialist. This methodology has been used successfully to fill the interim time between Dean Burkett's termination and the hiring of a new Construction Specialist. We presently have under contract Steve Burns to provide us with the necessary skills to keep our City Rehabilitation Program going until we hire replacement staff. This "sub -contracting" is not a desirable solution in the eyes of the Legal Department inasmuch as the accountability and liability of a private person under contract to the City who in turn is under contract to the Johnson County Board of Supervisors, is at best fuzzy and may cause us more problems than it solves. b.) Have Johnson County contract with a private person to provide the services normally found in a Construction Specialist. This is a more favor- able approach inasmuch as the contract responsibility is more clearly between the County and its Board of Supervisors and a private consulting/contractor. This procedure would then have the County executing two contracts, one with a private consulting/contractor to provide the services of a Construction Specialist and a second contract with the City of Iowa City to provide additional staff skills currently available by City employees in the duties and skills as outlined in the scope of services of the attached contract including day to day supervision of the consulting/contractor. At the present time the County is leaning very strongly to this approach and will be attempting to find a contractor/consultant to provide the skills necessary to do the Construction Specialist duties. c.) The County could attempt to hire their own Construction Specialist and assign him/her to work out of the Civic Center under the supervision of the Director of the Department of Housing & Inspection Services. It is /y9/ 141CROMMCD BY ' DORM MICR+LAB CEDAR RAPID$ • DCS Fm INFS MILROFILME0 BY JORM MICROLAB Memo to: City Manag... / City Council From: Michael E. Kucharzak Re: Proposed Contract with Johnson County 7/25/78 page 2 CEDAR RAPIDS AND ULS MU::Iu, I`• unlikely that this approach would be utilized unless b. above could not be accomplished. The difficulties experienced by the City of Iowa City in recruiting, training and maintaining a Construction Specialist with a Rehabilitation Program in excess of $400,000 leads the County to believe that they would have considerable difficulties recruiting and holding a Construction Specialist with a $150,000 Rehab Program. The present thinking of the staff regarding support services is such that there will be no difficulty in gettil.3 proper compensation for printing, xerox, telephone, etc. Separate account numbers will be established by Finance and appropriate charges and billings made. We do not intend to utilize City vehicles to provide staff transportation to and from job sites within the County, rather we will rent an automobile from a local firm and bill the charges in accordance with the terms and conditions of the attached contract. This rental agreement will also provide us with the necessary insurance coverage. The consultant/contractor will provide his/her own transportation. The staff strongly endorses the Council's executing this contract as an inter -governmental spirit of cooperation and we look forward to additional joint ventures to provide economy in government and the highest level of service possible to our local taxpayers. 141CROFIL14ED BY JORM MICR+LAB CEDAR RAPIDS RCS 110114B MILROFIL�XLD BY JORM MICROLA6 CLDAR RAPIDS AND uLS :'lUl:iL� M► �!! fir► :�� /04 i1i+� Community Development Block Johnson County, Iowa July 26, 1978 Mayor Robert Vevera, City of Iowa City and Members of Iowa City City Council Dear Mayor and Council Members: Grant Program I would like to add my comments to the information you intend to review when considering the proposed contract between Iowa City and Johnson County. First of all, I appreciated your reception of the basic concept and the devel- opment of this intergovernmental working relationship. To me it is extremely important for the successful operation of the County's housing rehabilitation program. To the County, and, I believe, to the City, the utilization of mutually beneficial services, where feasible, not only makes possible the extension of Federal Grant funds more directly to the community's citizens, but provides the basis and mechanism for continued efforts of resolving shared problems. Whatever form this agreement finally takes the establishment of this cooperative link is a goal both the County and the City should con- sider foremost. I have reviewed the requested options which Mike Kucharzak has prepared for your consideration. While these options do provide a workable alternative, I still contend that the initial proposal is the most effective and most beneficial arrangement. With any of the other proposals the City will benefit only in having joined in a cooperative effort to provide better service for the larger community, the County. By hiring an additional staff person with County CDBG funds the City has the opportunity to take advantage of that persons talents when not directly occupied with the County's program. While your present rehabilitation program is a success, the use of even a modest amount of time on this person's part would help you, the City to capture more federal financial assistance available in your current allotment. It is in this regard that I find the proposed contract most beneficial for both programs. Of the options presented, proposal b. would best assure the successful operation of the County program. I have only two reservations pertaining to this arrangement. From the comment made at the July 18 informal meeting and my talks with Mike, I understand there is some difficulty in hiring and holding a Construction Specialist. This situation poses a larger threat to the .Iullwn'fc 151ti1,v • I'rnLnlin AdininISIILnIr • Teleph(me 3111-2421 Johnson Cuum), Cuurlhouse • Irlwu Cily, Iowa • 52240 141CROFILIOED BY ' 1, JORM MICR#LAB l CEDAR RAPIDS • PCS IODINES MICROFILMED BY JORM MICROLAB /1 July 26, 1978 Page 2 • CEDAR RAPIDS AND DES MUlhLi, U,..1 effective recruiting of such a person to a significantly smaller program. This suggests to me that the County may possibly end up with a contract with the City and no construction specialist with which to operate. The other problem I have is an administrative one. While it is not insoluble, the administrative responsibility for a separate consultant is somewhat more complex. The accountability for the consultant, the transportation require- ments, and the internal coordination with the City staff each has to be indi- vidually tailored for this program. The intent of the initial proposal was to contract for services already in operation and create the least amount of disruption of the programs streamlined system management. Again, I favor the initial proposal presented at the July 18th meeting but will work with you to arrive at a mutually acceptable and beneficial agreement. Thank you for your invaluable assistance and continued interest. Yours truly, Judson To Paske Program Administration JTP/emm CC: Johnson County Board of Supervisors 1 , r; JORM MICR+LA9 CFDAD PAPIDS • DES MOINES yi •' ",p • p' @M THIS AGFM,OII' entered into as of this day of , 1978, by and between Johnson County (hereinafter referred to as the County) and City of Iowa City (hereinafter referred to as the City) Pursuant to chapter 28E of the Code of Iowa. WI'INESSFIH: WHEREAS, the County has, under date of , 1978, entered into a Grant Contract with the United States of America providing for financial aid to the County under Title I of the Ccmmmity Development Act of 1974 as amended to date; and WHEREAS, pursuant to such contract, the County is undertaking certain activities necessary for the execution of a Project, situated in the project areas described below; and WHEREAS, the County has executed a contract with an individual to provide con- sulting services and duties normally provided by governmental staff having the title Construction Specialist; and WHEREAS, the County desires to engage the City to render certain technical advice and assistance in connection with such undertakings of the County. NOW, THEREFME, the parties hereto do mutually agree as follows: A. Scope of Services The City shall perform all the necessary services provided under this contract in connection with and respecting the following program. Residential Rehabilitation Program and shall do, perform, :And carry out in a satisfactory and proper manner as determined by the County the following: 1. As required, the City shall provide information to County outreach person to aid in the determination of eligibility, the setting up of records, etc. 2. The City shall review financial eligibility on a per case basis, using guidelines set in the County Housing Rehabilitation manual. The City shall concur, only insofar as the tests have been success- fully met, with the County outreach person. 3. The City shall prepare and maintain account ledgers. one ledger shall include all active cases and shall list all pertinent financial trans- actions on a per case basis (e.g. the amount of money escrowed for each case). The second ledger shall list all checks and deposits to and from the County Community Development Block Grant account. 4. The City shall prepare monthly reports for the County showing the number of active cases and monies expended or encumbered. 5. The City shall establish and maintain a separate checking account and prepare pay out authorizations and check requests as needed. Checks will be three party with the haneowner, a County Program Administrator or his/her delegate, and the City Finance Specialist as signatories. 6. The City shall prepare and maintain case files which shall include: contracts, applications, proceed orders, payout authorizations, check requests, approved invoices, lien waivers, an account summary sheet and other papers as deemed necessary. A County representative shall sign the account sheet at the conclusion of the case. Files also may contain the eligibility data that had been gathered by the outreach person. JoRM MICR6LA9 -2- 7. Standard inspection fours provided by the City shall be used by the Contractor/Consultant in order to determine what repairs are needed. Inspection files shall be maintained by the City. 8. The City shall provide clerical and supervisory support to the Contractor/Consultant in preparing a report of the cost estimates and necessary repairs. The report shall be issued for use by the owner, the County Administrator and the City staff. 9. With owner and County approval, the City shall review and type the specifications of needed repairs and contract documents for use by contractors for bidding purposes as prepared by the Consultant/ Contractor. 10. At all times there shall be maintained by the City a list of con- tractors who have registered to participate in the County Rehab Program. 11. Selection of bids shall be according to the guidelines of the County Financing Administrator. The City shall monitor the selection process. 12. Contract documents and proceed to work orders shall be reviewed by the City for authorization by the County Administrator, the owner, and the designated contractor. 13. The City shall inspect work completed to assure compliance with contract specifications and the County Rehab Standards. During construction the City shall issue checks for payment of completed work. Such payouts shall be authorized by the City, County, and the owner. 14. The City shall notify the County at such time as the work is completed. The County shall certify compliance and the closing of the escrow account. 15. The City shall make a reinspection of the property six months after the County certifies completion to check for construction defects. B. Time and Sequence of Performance The services of the Contractor are to commence upon the execution of this contract and shall be undertaken and completed in such sequence as to assure their expeditious completion in the light of the purposes of this contract; but in any event all of the services required hereunder shall be completed by June 30, 1979. C. Compensation Director 18.23/hr. Rehabilitation Supervisor 11.14/hr. Finance Specialist 7.68/hr. Department Secretary 6.87/hr. Mag Card operator 6.01/hr. Controller 10.91/hr. Account Clerk 8.37/hr. Assistant City Attorney 11.14/hr. Vehicle Pool $1.00/hr. operation .18/mile MICROF ltldffl fly DORM MICROLAES .if)Xd 1..rUJ✓.G • .,r 1 ,., .. I , el, -3- The above fees include compensation for all expenses and overhead. The City shall maintain accurate and detailed records which shall remain open to in- spection by the County, and in any event shall be presented to the County for inspection upon request. The City shall be reimbursed for actual direct costs which shall include expenses for telephone, postage, reproduction, photography, car rental, and printing costs at actual amount incurred in connection with the performance of the work re- quired under this contract. D. Maximum Compensation It is expressly understood and agreed that in no event will the total compensation and reimbursement, if any, to be paid hereunder exceed the maximum sun of for services under this contract. E. Termination The parties reserve the right to terminate this agreement at any time upon written notification. In such event, the City will be reimbursed for all costs incurred to the time of termination. Upon termination, all records, documents and other property acquired as part of this agreement shall belong to the County. F. Modification This agreement may be modified in writing by mutual consent of the parties. G. Method of payment Compensation for professional services rendered and direct costs incurred shall be paid monthly at the end of each calendar month in which the services were performed and costs incurred, provided however, that contractor shall certify to the County at the end of each monthly period for which compensation is expected, a detailed account of the number of hours actually performed under the contract according to job description. Interest at 7% shall accrue on the unpaid balance. H. Terms and Conditions The County will have the right to reproduce any and all documents, forms, etc. developed for this program without limit and without additional fees. This Agreement is subject to and incorporates the provisions attached hereto to Part II Terns and Conditions. IN WITNESS WHEHDOF, this Agreement has been executed by the City and by the County as of the date first above written. ATTEST: CITY OF IOWA CITY BECEI M, a DPROVO BY .TBE LEC,IL DEPARTIMIT -1 DORM MICROIAB m 11ICROF ILMED BY JORM 141CRULAB CEDAR RAPIDS AND uLS MUI�iLJ, 1JV-1 cu'v CW " Ng10�� LP - DATE: July 25, 1978 City Council TO: Neal Berlin, City Manager p� FROM: Lyle G. Seydel, ]lousing Coordinator Y RE: Public ]lousing, Site Selection 1. The project- planning conference covering the 98 units of Public Housing was held in Des Moines, July 19, 1978. Attached letter indicates the overall time schedule agreed upon. 2. The purpose of this memorandum is to obtain approval for the method of selecting sites for the units. 11bere are three alternatives. a. Publish the Developers Packet and the Invitation for Proposals and permit- the developer to select the site. '11ii.s is time consuming and frequently the sites proposed will not be approved by IiUD. with the possibility of several developers submitting proposals this method will in most cases result in higher land costs. b. City staff select sites with council approval, obtain HUD approval then publish Invitation for Proposals and die Developers Packet. '.'his method provides the Housing Authority more positive control and in most cases is least- time consuming. It will in most cases provide lower ].and costs. The Developers Packet will indicate that only proposals on the selected sites will be considered. c. '17he third alternative is a combination of the above. Provide pre- selected and approved sites and also permit developers to propose other sites hoith priority being given to the pre -selected sites. '17hi.s method Mould be most time consuming, if a Developer proposed on a site that was not approved. obtaining site approval could take as much as 90 clays and using this method this time period would have to be progranhcrl into the schedule twice. once before publication and once after receipt of proposals. 3. TL• is recommnded that alternative b above be approved. A motion with a Positive vote in the Council minutes .is sufficient for this action. A resolution is not required. 141DRDEILMED BY JORM MICR#LAB cEMR RAPIDS • PCS i-mmr..s Y iy92 t4ILRUPILMLU BY JORM 141CROLAB LEDAR RAPIDS AND UES t•1Ultiu, :u..., Y CITY OF IOWA CITY CIVIC CENTER 410 E. WASHINGTON ST. IOWA CITY IOWA 52240 (319) 354.1800 July 25, 1978 Department of Housing & Urban Development rederal Building 210 Walnut Des Moines, Iowa 50309 Gentlemen: A project planning conference was held in Des Moines on July 19, 1978. Attached is a roster of Diose attending. The purpose of the conference was to develop an overall strategy and time schedule, consistent with die Program Reservation, for actions to he {ken during the planning and construction of the project. The following time schedule has been established and agreed upon betiveen the Housing Authority and IIUD: I. Common Procedural Steps A. Project Planning Conference July 19, 1978 B. Developer's Packet, Invitation for proposals, and proposal evaluation system tlhrough the advertising period. January 1.5, 1979 C. Evaluation of proposals and selection of developer, final site approval rebruary 15, 1979 D. Dcveloix rnt Conference March 1, 1979 II. Basic Turnkey Proccriure (after the Develoixnent Conference) A. Working DacLmlents May 1, 1979 B. Negotiation Conference to establish tentative purchase price and price for A & B services May 31, 1979 C. Develol"ent Program and ACC ,lune 23, 1.979 D. Contract of Sale Conference July 1, 1979 141CROFIL14ED BY JORM MICR+LAB CEDAR RAPIDS • US MOINES MICROFILMED BY JDRM MICROLAB CEDAR RAPIDS AND ULS MUIIIL�, iUru, page 2 The above time schedule will be adjusted if the mxlified or accelerated Turnkey Procedure is used. Sincerely, Lyle G. Seydel Mousing Coordinator /ak r •• -EI LMEO BY Jo RRA MICR+LAE3 .�.I CEDAR RAPIDS • DES MOINES i MICROFILMED BY JDRM MICROLAB CEDAR RAPIDS AND ULS MUIIIL�, iUru, page 2 The above time schedule will be adjusted if the mxlified or accelerated Turnkey Procedure is used. Sincerely, Lyle G. Seydel Mousing Coordinator /ak r •• -EI LMEO BY Jo RRA MICR+LAE3 .�.I CEDAR RAPIDS • DES MOINES WIufUFILMcU BY JORM MICROLAB LEDAR RAVIUs ANU ULJ lav;,. _, HICROFILHCD BY JORM MICR+LAB ('I"OAH HAP105 OfB MORIFS 141LROFILMEU BY JORM MICRULAB parks & recreation department CEDAR RAPIDS ARID UES AU,1.LJ, 1UVi11 to: Mayor Vevera and City Council front, Dennis Showalter, Direct I r re. Hotel/Motel Tax date: July 27, 1978 Can the County levy a tax within the City and use the proceeds outside the City? No. The County can levy taxes only within the County's jurisdiction for the purposes authorized by the Hotel and Motel Tax Bill. Likewise, the City can levy taxes only within the City jurisdiction. Section 1 of the bill states that "the tax when imposed by a city shall apply only within the corporate boundaries of that city and when imposed by a county shall apply only outside incorporated areas within that county". In regard to the status of the tax in Coralville, the Coralville City Council is scheduled to meet with Capitol Hosts (Hotel -Motel Association) on August 1 for a work session and vote on the proposed tax on August 8. There is some Council sentiment for a tax of 3 or 4%. Attached is a copy of the proposed ordinance to establish the tax. Also attached is a revenue projection from Rosemary Vitosh, Director of Finance. /ef Attachments K! ��.•� MICROFILM BY ' 'JORM MICR+LAB MAR RAPIDS • DES I•mmrs Y / x/93 i I MICROFILMED BY JORM MICROLAB ORDINANCE NO. CEDAR RAPIDS AND ULS MULhr_,, �Un., AN ORDINANCE ESTABLISHING A TAX ON HOTELS, MOTELS, OR ANY PLACE WHERE SLEEPING ACCOMODATIONS ARE FURNISHED TO SHORT-TERM TRANSIENT GUESTS FOR RENT. BE IT ENACTED BY THE CITY COUNCIL OF IOWA CITY, IOWA: SECTION I. PURPOSE. The purpose of this Ordinance is to promote the general welfare of the citizens of the City of Iowa City by making visitors pay a share of the public services and facilities through a transient guest tax and by using fifty percent (50%) of the transient guest tax funds for an expansion of cultural and convention facilities, thus improving the attractions Iowa offers visitors. SECTION II. DEFINITIONS. For the purposes of this Ordinance: 1. Gross receipts means the total amount of the rents, valued in money, whether received in money or otherwise. 2. Hotel and motel includes hotel, motel, inn, public lodging house, rooming house, tourist court, or any place where sleeping accomodations are furnished to short-term transient guests for rent, with or without meals, but does not include: a. Dormitories and Memorial Unions at all State of Iowa universities and colleges; b. Places renting to long-term transient guests such as residence hotels; c. Low-priced tourist facilities such as camp grounds. 3. Rent includes any kind of direct or indirect charge for rooms, apartments, and sleeping quarters or the use thereof. 4. Short-term transient guest means any person who rents a room, an apartment, or sleeping quarters for a period of less than thirty-one consecutive days. SECTION III. ESTABLISHMENT. The hotel and motel tax is hereby set at percent upon the gross receipts from the renting of any and all rooms, apartments, or sleeping quarters in any hotel and motel, ' I4ICROMMED BY JORM MICR+LA9 Cf DAR HRPIPS • KS WKS 1-11CWHLMED BY JORM 141CROLAB CEDAR RAPIJS AND uL� :'1U1;1LJ, 1J,111 _2_ SECTION IV. PAYMENT OF THE TAX; PENALTIES. The tax shall be imposed and and administered according to state law. SECTION V. ADMINISTRATION. I. The City shall notify the Director of Revenue by certified mail atleast sixty (60) days prior to the tax being effective or prior to a revision in the tax rate or prior to the repeal of the tax. i 2. All monies from the hotel and motel tax shall be credited to a "Local Transient j Guest Tax Fund" by the Director of Revenue and be remitted at least quarterly by the Treasurer of State to the City in the amount collected from businesses in the City. 3. The City shall spend at least fifty percent (50%) of the revenues derived from the local transient guest tax for: fa. The acquisition of sites for, or constructing, improving, enlarging, equipping, repairing, operating, or maintaining of recreation, convention, i cultural, or entertainment facilities including but not limited to memorial buildings, halls, and monuments, civic center convention buildings, auditoriums, coliseums, and parking areas or facilities located at those recreation, convention, cultural, or entertainment facilities; or b. The payment of principal and interest, when due, on bonds or other evidence 1 of indebtedness issued by the City for those recreation, convention, ! cultural, or entertainment facilities; or c. The promotion and encouragement of tourist and convention business in the city and surrounding areas. h. The City may pledge an amount not to exceed thirty percent (30%) of the revenues derived therefrom to the payment of bonds which the City may issue for one or more of the purposes set forth in paragraph three of this section. 5. The remaining revenues may be spent by the City for any City operations authorized by law as a proper purpose for the expenditure within statutory limitations of City revenues derived from ad valorem taxes. SECTION VI. REPEALER. Any and all ordinances or parts of ordinances in conflict with the provisions of this Ordinance are hereby repealed. MICROFILM BY ;I JORM MICR¢LAB c[OAR RAPIDS • DES MOVO IQILRUFILMED BY DORM MICROLAB CEDAR RAPIDS AND UES MUIUL�), •' -3- SECTION VII. SEVERABILITY. If any section, provision, or part of this Ordinance shall be adjudged by a court of competent jurisdiction to be invalid or unconsti- tutional, such adjudication shall not affect the validity of this Ordinance as a whole or any section, provision, or part thereof not adjudged invalid ov unconstitutional. SECTION VIII. EFFECTIVE DATE. This Ordinance shall be in effect after its final passage, approval, and publication as required by law. Passed and approved this day of , 1978. MAYOR ATTEST: CITY CLERK It was moved by and seconded by the Ordinance as read by adopted and upon roll call there were: AYES: NAYS: ABSENT: _ BALMER _ dePROSSE _ ERDAHL _ NEUHAUSER _ PERRET _ ROBERTS VEVERA First consideration Vote for passage: Second consideration Vote for passage: Date of publication 1 MICROFILMED BY JORM MICR+LAB CPDAR RAPIDS • DFS MOINES tha t MICROFIL14ED BY JORM MICROLAB CEDAR RAPIDS AND uG ;'1U1:iL,, 1u11". Cagy of Iowa Cir-, DATE: June 21, 1978 /'"Crj TO: Neal Berlin, City Manager FROM: Rosemary Vitosh, Director of Finance (` V RE: Hotel/Motel Tax 17-717 Using data accumulated by the Redevelopment Staff a year ago, the total number of hotel/motel rooms located within the City limits is 212 rooms. This does not include. the Iowa House as it would be exempted from the hotel/motel tax. Redevelopment's survey indicated a year-round occupancy rate of between 74%-84% for high occupancy motels and an occupancy rate of 55.6% for other motels (the survey included the entire Iowa City- Coralville area). The survey set the average room rate for two persons to be $15.83. In discussing this with Ed Allen of the League of Iowa Municipalities, I found.that for the Iowa City-Coralville area the League was using an occupancy rate of 60% and an average room rate of $17.00. Since approximately 85% of the motel rooms within Iowa City have rates of over $20.00 and a high occupancy rate my computations of potential tax revenue are based upon a conservative room rate of $19.00 and an occupancy rate of 75%. These computations do not include rooms in rooming houses which will also be subject to the tax; this information was not available and would most likely have a minimal effect upon the total tax. Using the above assumptions the potential tax revenue is as Follows: Tax Rate Tax Revenue 5% $ 55,133 7% $ 77,186 The hotel to be constructed in the CBD will have approximately 140 rooms and is scheduled for completion in 1980. In adding these rooms to the computation and leaving the room rate at $19.00 (the possible room occupancy reduction should be offset any increase in rates by 1980), a conservation estimate of the potential tax revenue by 1980 is: bv3/13 Tax Rate Tax Revenue 5% $ 91,542 7% $ 128,159 141CROFILIIED BY J0 RNA MICR#LA13 MAR RAPIDS • OFS 140VIB i i I MICROFIL14ED BY JORM MICROLAB CEDAR RAPIDS AND uG ;'1U1:iL,, 1u11". Cagy of Iowa Cir-, DATE: June 21, 1978 /'"Crj TO: Neal Berlin, City Manager FROM: Rosemary Vitosh, Director of Finance (` V RE: Hotel/Motel Tax 17-717 Using data accumulated by the Redevelopment Staff a year ago, the total number of hotel/motel rooms located within the City limits is 212 rooms. This does not include. the Iowa House as it would be exempted from the hotel/motel tax. Redevelopment's survey indicated a year-round occupancy rate of between 74%-84% for high occupancy motels and an occupancy rate of 55.6% for other motels (the survey included the entire Iowa City- Coralville area). The survey set the average room rate for two persons to be $15.83. In discussing this with Ed Allen of the League of Iowa Municipalities, I found.that for the Iowa City-Coralville area the League was using an occupancy rate of 60% and an average room rate of $17.00. Since approximately 85% of the motel rooms within Iowa City have rates of over $20.00 and a high occupancy rate my computations of potential tax revenue are based upon a conservative room rate of $19.00 and an occupancy rate of 75%. These computations do not include rooms in rooming houses which will also be subject to the tax; this information was not available and would most likely have a minimal effect upon the total tax. Using the above assumptions the potential tax revenue is as Follows: Tax Rate Tax Revenue 5% $ 55,133 7% $ 77,186 The hotel to be constructed in the CBD will have approximately 140 rooms and is scheduled for completion in 1980. In adding these rooms to the computation and leaving the room rate at $19.00 (the possible room occupancy reduction should be offset any increase in rates by 1980), a conservation estimate of the potential tax revenue by 1980 is: bv3/13 Tax Rate Tax Revenue 5% $ 91,542 7% $ 128,159 141CROFILIIED BY J0 RNA MICR#LA13 MAR RAPIDS • OFS 140VIB i Mji,koi ILMED BY JORM MICROLAB CEDAR RAP IUS AND ULS ;-IUi:iLs City of Iowa C ty MEMORAN M DATE: July 1V TO: Neal Berlin, City Manager X FROM: Rosemary Vitosh, Director of Finance P—C) \ RE: Municipal Lot I spoke on Friday, July 21, 1978, with Mr. Tom Fieler of the Chamber of Commerce. Evidently they have received many complaints from shoppers and citizens about the new rates in the municipal lot. He was inquiring about the number of $2,50 charges we currently have in the municipal lot. I gave him the following information. For the week of June 19th we had 181 $2,50 charges, for the week of June 26th we had 176 charges, for the week of July 3rd 135 charges, and for the week of July 10th 173 charges. In total for the period from June 14th through July 19th there were on the average 31 $2.50 charges daily. I do not feel that this is too bad considering that on theLuraLe 900 ---caraJpark in the lot�d_a_i_ly,LIL charges daily amount to only 3% of tatal� care parked in the lot. 1 would imag ne h9t-4feTfy o7—iFie comp ar' nti— s — were as a result of sidewalk sales on Thursday, July 20. On that day 1,520 care parked in the lot and there were 56 cars that were charged the $2.50 rate. Mr. Fieler said that the Chamber of Commerce would be looking at this and possibly would be getting back to me for more information in the future so that they could evaluate the situation. I have no idea what they may suggest, if anything, regarding changes in the rates in the lot. However, I do not think a subsequent change is merited as the current rates structure is working quite well to produce the objective intended, that being limiting the lot to short term and shopper parking only. It is essential that long term parking is kept out of the lot as much as possible since the lot will reduce in size early in 1979 because of the hotel construction and at that time all parking, will he needed for short term parkers. jml/l Id cwr]LnCO BY .i 1 JORM MICR4�LAB tCBAR PAPNS • PCS M0I!41S R l•1IL:ROFIL11LD BY JORM MICROLAB W New Issue Date of Sale: August 9, 1978 CEDAR RADIUS AMD JL5 'wet.:,, .a++11 Investment Rating: Moody's Investors Service, Inc . ............ Aaa (Outstanding Bonds—Review Requested) OFFICIAL STATEMENT Interest Exempt, In Opinion of Bond Counsel, From All Present Federal Income Taxes $2,250,000 CITY OF IOWA CITY, IOWA General Obligation Bonds Due June 1, 1980.1989 Denomination KOM Dated September 1, 1978 Non -Callable Coupon Bonds Registrable As To Principal Only Principal and semiannual interest (June 1 and December 1) payable at the office of the City Treasurer, Iowa City, Iowa. First coupon due June 1, 1979. $100,000 ............................ 1980 100,000 ............................ 1981 150,000 ............................ 1982 MATURITIES—June 1 $200,000 ............................ 1983 200,000 ............................ 1984 300,000 ............................ 1985 300,000 ............................ 1986 $300,000 ............................ 1987 300,000 ............................ 1988 300,000 ............................ 1989 PURPOSE, LEGALITY AND SECURITY Bond proceeds will be used as follows: Sanitary Sewer System Improvements, $1,015,000; Bridge Repair, $625,000; Street, Curb and Traffic Signal Projects, $610,000. These bonds are general obligations R the ityofIowa ityIowa, and in the opinion of bond counsel, Messrs. Ahlers, Cooney, Dorweiler, Haynie and Smith, Lawyers, Des Moines, Iowa, are payable, both principal and interest, from ad valorem taxes levied against all taxable property within the City of Iowa City, Iowa, exclusive of moneys and credits, without limitati to as to rate or amount. The City will furnish the unqualified approving opinion of said bond attorneys evidencing legality of the bonds and that the interest thereon is exempt from Federal Income axesurder existing statutes and decisions. Statement of Indebtedness—Including This Issue As of July 1, 1978 City Gross Assessed (Actual) Value, January 1, 1977 (Not including Moneys and Credits) .................. $466,467,080 Applicable Ratio Per Capita to City 1978 Pop. Total Percent Amount Actual Est. @ 51„550 Direct Debt (Incl. This Issue)* ......................... .. $8,216,000 100.0070 $ 8,216,000 1.76% $ 159.38 Overlapping Debt: Johnson County.......................................................... 2,485,000 49,0470 1,218,644 .261/6 23.64 Iowa City Community Sch. Dist ...... ................. ...... 5,537,000 69.31% 3,837,695 .8370 74.45 Total Direct and Overlapping Debt..........................._..............,.......__............, ...... $132272,339 2.8570 $ 257.47 PerCapital Actual Value....................................................................._.._...............,......,....................................... $9,048.83 -Of the Direct Debt, $2,065,000 are considered self-supporting as water and sewer revenues are used to annualrp abate the taxes thereon. Excludes $4,404,000 (Pater Reverme Rends and $1,295,000 Sewer Revenue Bonds. Also excludes $$040,000 Industrial Development Revenue Bonds, principal and interest of which are payable solely from rents under a lease with the Phillipa Petroleum Co. The information in this Statement has been compiled from sources believed to be reliable, but is not guaranteed. As far as any statements herein involve matters of opinion, whether or riot so stated, they are intended as opinion and not as representations of fact. This Official Statement has been prepared under the authority of the City of Iowa City, Iowa. Addf- tional copies as well as copies of the Official Notice of Sale and Official Bid Form may be secured from Rosemary Vitosh, Director, Department of Finance, Civic Center, Iowa City, Iowa, or from the Financial Consultants to the City: Established 1954 PAUL D. SPEER & r4s0ciz1e6., All& MUNICIPAL FINANCE CONSULTANTS 20 NORTH WACKER DRIVE • CHICAGO, ILLINOIS 60606 Area 312 - 346-0656 -C` MICROFILIIED BY JORM MICR+LAB CITAR RAP19S • I)FS MOINES /z/9S_ 4 t;uk0i I1.14LU BY JURM 141CROLAB CLUAR RAPIDS ANU ULS ilu;ilc�, .uo„ CITY OR IOWA CITY Johnson County, Iowa Robert Vevera, Mayor City Council John Balmer, Afayo• Pro Tent Carol W. tleProsse Clemens Erdahl Mary C. Neuhauser David Perret Glenn E. Roberts ,. City Officials Neal G. Berlin, City Manager Abbie Stolfus, City Clerk John W. lIayek, Attorney Rosemary Vitosh, Director, Department of Finance Nancy Heaton, Treasurer GENERAL INFORMATION Iowa City is located near the center of the eastern third of the State anti is the seat of Johnson County and the home of the State University of Iowa, the oldest and largest educational institution in Iowa. it is about 115 miles west of Des Moines, 20 miles south of Cedar Rapids, and 55 miles west of Davenport. A Special Census as of January 1, 1975 reported it population of 47,747 and City officials estimate a present population of 51,550. The 1970 Census population was 46,850, an increase of 41 per- cent over 1960. Over the same ten year period, the City's land area increased from eight square miles to 21 square miles, the approximate present area. A primary reason for the large indicated population increase during the 1960's is the significant increase in enrollment at the University. Total enrollment, undergraduate, graduate and professional, was 11,113 in 1960 and 20,322 in 1970. Slower enrollment growth has occurred in the 1970's. Enrollment at the start of the 1977-1978 academic year was 22,766 and the projection for 1980-1981 is 23,327. It is anticipated that enrollment thereafter will decrease to some 20,050 ill 1987-1988. The governing and legislative body of the City consists of seven Council members. Council terms are for four years and elections are every two years, which allows for continuation in office of at least three members at each bi-annual election. All Council members are elected at large but three members are nominated from specific districts while the other four are nominated at large. The Mayor is elected by the Council from its own members. Since 1951, the Council has unified its administrative functions through its City Manager who, as administrative head of the City government, supervises the per- formance of the 380 full-time (and 39 part-time) municipal employees including it 54 man police force and a 51 man fire department. The City owns and operates its water supply (Iowa River and wells) and distribution system and a sewage collection and treatment system (with secondary treatment provided). The excellence of the City's fire department and water supply system have combined to give the City it class 4 fare insurance rating. Virtually the entire City has separate storm and sanitary sewers. The City also operates a municipal off-street and on -street parking system in the downtown area. In late 1971, the City began the operation of a transit system (buses) in and around the City which currently consists of twelve routes, thirteen hours per day, six clays per week with a subsidized fare of 250. It is expected to carry more than 1,500,000 riders in fiscal year 1978. Many cultural events are sponsored by the University of Iowa. These, plus the University's athletic programs, provide Iowa City residents with year-round activities and entertainment. Local residents also enjoy 480 acres in 27 parks with eleven supervised playgrounds unit three public swimming pools. Three public and two private golf courses are located in the community. The 42 churches in Iowa City represent all lending denominations. The City's public library houses 110,000 volumes and has a circula- tion of 470,000. Iowa City Community School District includes all of lova City, the City of Coralville, and adjacent rural areas. The district administers 16 elementary schools, three junior high schools, and two high schools with a combined total enrollment of 9,048, down from 9,510 in September, 1971. The enrollment is expected to decrease nominally over the next several years. The parochial elementary and high school have current enrollments of 253 and 492, respectively. At the 1970 Census, parochial/private school enrollmenttotnled 5.7/, of the total enrollment, substantially below the Statewide avenge of 10.070. ECONOMICS Statistics from the 1970 Census indicated that Iowa City, residents are well above average in terms of housing and income. The median value of owner occupied homes in the City was the highest of the 16 cities in the Slate with it population of 25,000 or more. Median family income was at the midway point of the 16 city group but per capita money income was the third highest. Per capita money income in 1974 was up 47.5 percent over the 19G9 amount reported in the 1970 Census, according to Census Bureau estimates. U.S. Census Figures Median Median Vnlue Funnily of homes Incmnc per CnOiln Money Income —1970 —1969 1969 197211 1471 Iowa City .... .. ... _ __... __ ........................... $23,169 $9,942 $3,028 $3,573 $4,465 Johnson County . _ _ 22,523 9,744 3,007 3,574 4,508 State of Iowa __............._, ..._ _ ...___._ ............. 14,025 9,016 2,884 3,510 4,628 2 141CROMMED BY ' JORM MICR+LA6 MAR RAI'IDS • nES M0111CS The Univ Major indust Owens Brush Products) ; 1V( residents incl paper conveys The Iow,, The March 1 ment of Job Iowa City lab 2.3 percent in Iowa Cit, about 20 mile. daily flights a Railroad and the Milwauke and bus lines the main east Iowa City. C As of M total deposits Commerce an of Busine wholesale were 17 n Iowa City 1967 ........... . 1972 .............. Increase 1967 Major improv tion Ilas begu shopping mal retail space i The Cit according to "to be the be Pensions City emp Retirement S; for their emp employees cot liability to any the Iowa Leg final average tion rate to 5. The Poli total costs of law was nue agreed to fun 30, 1977 to tli $2,838,038. F System was 2 System was butions are es of entrance it Police and Pit be fully funde Systems no to Systems. Perret . Roberts John W. Hayek, Attorney Nancy Heaton, Treasurer n.I is the seat of Johnson educational institution in rids, and 55 miles west of [f.'_47,747 and City officials 0, an increase of 41 per- rom eight square miles to e 1960's is the significant graduate and professional, in the 1970's. Enrollment 1980-1981 is 23,327. It is In members. Council terms nation in office of at least t large but three members rge. The Mayor is elected Its administrative functions moot, .supervises .the per - ding a 54 man police force Iowa River and wells) and ntlary treatment provided). combined to give the City and sanitary sewers. The lite downtown 11•Ca. In late d the City which currently ubsidized fare of 250. It is Jus the University's athletic riainment. Local residents ice labile swimming pools. e 42 churches in Iown City volumes and has a circula- ity, the City of CornlviI'a' ce junior high schools, and 0 in September, 1971, The e parochial elementary and 0 CenBus, 'paIochial/private tautewide avoage of 10.0%n. nre well above average in ilia City was the highest of income was at the midway Per capita money income cnsus, according to Census In Pinney Income 197211 1974 $3,573 $4,465 3,574 4,508 3,510 1,628 f41CkUH LMLO BY JORM 141CROLAB CLUAR RAPIDS AlIU ULS I•IU!;iLJ, .J1-` The University of Iowa is the largest employer in the City, with approximately 11,000 employees. Major industrial employers and the approximate number of their employees include the following: Owens Brush Co., 450 employees (Toothbrushes) ; Sheller Globe Corp., 535 employees (Urethane Foam Products) ; Westinghouse Learning Corporation, 525 employees (Educational Testing Services) ; Procter & Gamble, 350 employees (Toiletries) ; American College 'Testing, Inc., 450 employees; Northwestern Bell Telephone, 270 employees; and Moore Business Forms with 240 employees. Recent new industrial residents include H. P. Smith and Company, it subsidiary of Phillips Petroleum Co. which operates a paper conversion process, and 11. J. lteinz Co. which has a regional warehouse. The Iowa City labor market (Johnson Comity) has a long record of minimum unemployment. The March 1978 unemployment rate was reported at 2.6 percent (unadjusted) by the Iowa Depart- ment of Job Service. The comparable statewide figure was 4.6 percent. In recent selected years, the Iowa City labor market average annual unemployment rates have been as follows: 1.8 percent in 1970; 2.3 percent in 1972; 1.9 percent in 1974; and 2.1 percent in 1976. Iowa City is served by a diverse transportation network. The Cedar Rapids Airport, located only about 20 miles from downtown Iowa City, is served by hoth Ozark and United Airlines with numerous daily flights available. Pail service is provided by the mainline of the Chicago, Rock Island and Pacific Railroad and by a shm•tline connecting Iowa City and Cedar Rapids. This connects with mainlines of the Milwaukee Road, the Illinois Central Gulf, and the Chicago anti North Western. Intercity truck and bus lines operate to and through Iowa City, which lies immediately south of Interstate Route 80, the main east -west interstate highway through Lown. There are five interchanges available to and from Iowa City. Chicago is less than four hours away via the completed Interstate Highway System. As of March 31, 1978, the three banks and two savings and loan associations in the City reported total deposits of $251,279,522 and total assets of $296,418,470. Commerce and Industry Conunercial activity within the City increased strongly between 1967 and 1972 according to Census of Business figures for the two most recent periods available. Retail sales increased by 49 percent, wholesale sales by 69 percent anti selected service receipts by 87 percent. Comparable statewide figures were 17 percent for retail, 55 percent for wholesale and 51 percent for services. Major improvements are now, or soon will be, underway in the downtown area of the City. Construc- tion Inas begun on a $2.3 .11illion pedestrian mall and in November, 1978, a 200,000 square foot enclosed shopping mall is expected to be started. A new 140 room hotel with 30,000 square feet of ground floor retail space is planned for construction sometime in 1979. The City's manufacturing base has increased about in line with that of the State as a whole, according to the Census of Manufactures. Value Added by \ianufaclm•e, said by the Census Bureau "to be the best value measure now available for comparing the relative economic importance of manu- facturing among ... geographic areas", increased by 44 percent over 1967-1972 in the City. The State of Iowa 1967-1972 increase was 46 percent. Census of Manufacturers Iowa Value Added City Eslnblishmenls by Plnnufneture 1967 21 $ 95,300,000 1972 36 136,800,000 Pensions City employees, except for police and fire personnel, are covered ander the lova Public Employees Retirement System (IPERS). The Stale annually sets contribution rates for municipal entities and for their employees. Currently, municipal employers must pay in 5.25;1, of gross salaries while covered employees contribute 3.6% on the first $20,000 earned each year. Thee is no allocation of unfunded liability to any municipality; employee retirement benefits are the sole responsibility of IPERS. Currently, the Iown Legislature is Stldymg 11 fo•nuda to assign retirement benefits on the basis of 44 /e of the final average salary of the high five years out of the last ten. ']'his would require an increase in co tribu- tion rate to 5.75''/e and 3.7 je, for the City and its cnnployees, respectively. The Police and Fire Retirement and Pension Systems are mandated by Slate WV, Prior to 1976, the total costs of the retirement benefits were the responsibility of the local municipality. In 1976, the State law was amended to Improve the retln•elnent benefits of these systems anti at the same time the Stale agreed to fund the extra costs. 'file liability to be paid for future contributions from the City as of June 30, 1977 to the Police Retirennent System is $2,468,790 and the liability to the Fire Retirement System is $2,838,038. Fol' the fiscal you• ending June ;30, 1978, the City's cont•ibutian rate to the Police Retirement System was 22.11'%, (will increase to'26AVA for next fiscal yea') of salaries, and the Fire Retirement System wits 27.73;5, (will increase to 33.11'/ for ]text fiscal year) of salaries. The employee's contri- butions are established between 4.9 I"', and 6.5;4 by ilia Stale Cotte, based on the individual's age at time of entrance into the system. The covering letter to the Julie 30, 1977 actuarial report on the lova City Police and Fire Pension Systems stated that at the current lewd of contributions, the Police System will be fully funded by June 30, 1979 and the Fire System will be fully funded by .June 30, 198.1. The Pension Systems no longe coverany active employees and are being phased out and replaced by the Retirement Systems. 3 Y MICROFILMED BY JORM MICR+LAB • CCOPR RPPIOS • nB MOInCS Census of Business ($000) Retail wholesale Selected Service Iowa City Estah, Sales Bslab. Sales hstab. Receipts 1967......... 313 $ 84,322 39 $28,761 272 $11,146 1972 ................__... 432 125,920 54 48,533 425 20,835 Increase 1967/72 .......... _._..__.... 387o 497o 387o 697o 56%a 87% Major improvements are now, or soon will be, underway in the downtown area of the City. Construc- tion Inas begun on a $2.3 .11illion pedestrian mall and in November, 1978, a 200,000 square foot enclosed shopping mall is expected to be started. A new 140 room hotel with 30,000 square feet of ground floor retail space is planned for construction sometime in 1979. The City's manufacturing base has increased about in line with that of the State as a whole, according to the Census of Manufactures. Value Added by \ianufaclm•e, said by the Census Bureau "to be the best value measure now available for comparing the relative economic importance of manu- facturing among ... geographic areas", increased by 44 percent over 1967-1972 in the City. The State of Iowa 1967-1972 increase was 46 percent. Census of Manufacturers Iowa Value Added City Eslnblishmenls by Plnnufneture 1967 21 $ 95,300,000 1972 36 136,800,000 Pensions City employees, except for police and fire personnel, are covered ander the lova Public Employees Retirement System (IPERS). The Stale annually sets contribution rates for municipal entities and for their employees. Currently, municipal employers must pay in 5.25;1, of gross salaries while covered employees contribute 3.6% on the first $20,000 earned each year. Thee is no allocation of unfunded liability to any municipality; employee retirement benefits are the sole responsibility of IPERS. Currently, the Iown Legislature is Stldymg 11 fo•nuda to assign retirement benefits on the basis of 44 /e of the final average salary of the high five years out of the last ten. ']'his would require an increase in co tribu- tion rate to 5.75''/e and 3.7 je, for the City and its cnnployees, respectively. The Police and Fire Retirement and Pension Systems are mandated by Slate WV, Prior to 1976, the total costs of the retirement benefits were the responsibility of the local municipality. In 1976, the State law was amended to Improve the retln•elnent benefits of these systems anti at the same time the Stale agreed to fund the extra costs. 'file liability to be paid for future contributions from the City as of June 30, 1977 to the Police Retirennent System is $2,468,790 and the liability to the Fire Retirement System is $2,838,038. Fol' the fiscal you• ending June ;30, 1978, the City's cont•ibutian rate to the Police Retirement System was 22.11'%, (will increase to'26AVA for next fiscal yea') of salaries, and the Fire Retirement System wits 27.73;5, (will increase to 33.11'/ for ]text fiscal year) of salaries. The employee's contri- butions are established between 4.9 I"', and 6.5;4 by ilia Stale Cotte, based on the individual's age at time of entrance into the system. The covering letter to the Julie 30, 1977 actuarial report on the lova City Police and Fire Pension Systems stated that at the current lewd of contributions, the Police System will be fully funded by June 30, 1979 and the Fire System will be fully funded by .June 30, 198.1. The Pension Systems no longe coverany active employees and are being phased out and replaced by the Retirement Systems. 3 Y MICROFILMED BY JORM MICR+LAB • CCOPR RPPIOS • nB MOInCS 141LiW0 ILMLU BY JORM MICROLAB City Capital Improvements Program LLDAR RAPIuS MID OLS IUi;iu, ,. ?K - The City maintains and regularly updates a five year capital improvement program. The improve- ment program for fiscal years ending June 30, 1979-1983 contemplates the construction of $50.2 Million of capital projects of which more than one-half, $28.4 Million, is for improvements to the sewage treatment and collection system. Major sources of funds for the $50.2 Million program are state and federal aid (including revenue sharing) of $27.3 Million (54 percent), general obligation bonds of $17.2 Million (34 percent) and revenue bonds of $2.4 Million (5 percent). A recent interim update of the preceding indicates greater federal and state participation and a reduction in the proposed general obligation financing by $1,600,000. Prior to the interim update, the annual general obligation financing was projected as follows: 1978.79 1979.80_ 1980-81 1981-82 1982.83 $8,134,080 $5,235,832 $2,790,832 $541,830 $466,830 Reconciliation of the amount projected for 1978-79 and the financing presently being offered is as follows: This Bond Issue ..... ... __.............. _... _, .... ,. _.. .. ......... . ..... .... ....... __..... $2,250,000 Proposed Library Bonds (November, 1978 Referendum) .__. _ 3,500,000 Reduction Due to State and Federal Aid (Sanitary Sewer System) ....... _..................... 1,600,000 Road Use Tax Instead of Bonds ....... _.. . ............. _.. ............................................... 235,000 DeferredProjects............................................................. .............. ................................... 322,000 Animal Shelter (Referendum to be Scheduled) ................. ....... ................................ .. 200,000 Rounding and Miscellaneous . _._..................... I ..... ......... .. 27,080 $8,134,080 It is emphasized that capital improvement programs are continually subject to change both as to projects and the sources of funding. It now appears that the potential general obligation financing during the 1978-79 fiscal year will be $5,750,000, including the bonds now being offered and, subject to a suc- cessful referendum, the $3,500,000 Library Bolds. The City may also issue approximately $4,750,000 Parking System Revenue Bonds during the current fiscal year. It is City policy that general obligation bonds be issued only up to four percent of the value of taxable property as against the five percent legal limitation. The minimum differential of one percent (currently some $4.6 Million) is maintained as a reserve to meet possible emergencies. Assuming that all of the potential $5,750,000 General Obligation Bonds for this fiscal year are issued, debt in relation to taxable value will be 2.30 percent, after deducting general obligation principal maturities during the year. Another City policy regarding debt is that debt service charges payable from the general tax levy (General Fund, Debt Service and Pension and Retirement Fund) shall not exceed 25 percent of such levy. Debt service amounted to 11 percent of the levy in fiscal 1976-1977. The highest it has been within the last ten years was the 12.3 percent of 1972. Of the $2,250,000 bonds now being offered, $1,015,000 are expected to be paid from revenue of the sanitary sewer system and the taxes abated. FINANCIAL INFORMATION Iowa City retires its general obligation debt rapidly. More than one-half of the debt, including this issue, will be retired within five years and the final maturity is due within eleven years. General Obligation Debt Retirement Schedule (5000) Year Cumulative Year Cumulative Ending Annual Ending Annual June 30 Amount Amount Percent Years June 30 Amount Amount Percent Years 1979 ........................ $1,009 $1,009 12ryr 1 1986 ...__.__........... $ 700 $6,710 7017,7 1980 ........................ 944 1,953 24% 2 1986 ........................ 625 6,341 77ryo 8 1981 944 2,897 35% 3 1987 ....... ......... ..... 626 6,966 86% 9 1982 ........................ 819 3,716 45% 4 1988 .._..... ............. 625 7,591 92% 30 1983........................ 700 4,416 54% 5 1989 ........................ 625 8,216 100%. Il 1984 ........................ 600 61016 61 rya 6 $8216 Total general obligation bond principal and interest payable during the fiscal years ending June 30, 1977 and 1978 was $987,356 and $1,116,351, respectively. Estimated debt service payments, including this issue, during fiscal year 1979 is $1,341,725. Ten Largest Taxpayers 2 Y- :41CROf ILI•tE0 BY -_ JORM MICR+LAB CEDAR RAPIDS • 7C5 MOINES Valuation as of Jam 1 1973 .......................... 1974 .......................... 1975(1) ................... 1976 .......... ......... .......'. 1977 ..........................� Notes: (1) Assessed (f) Debt li (J) Tax will Tax Collection Year 1974.76(7) ............... 1975R6(2) ............... 1976.77 .................... 1977-78 ..................... 1978.79 ..................... Notes: (1) 18 mont (t) First ne Tax Collection Year 1973 ........................... 1974.75 ..................... 1976.76 ...................... 1976-77 ...................... 1977.78 (As of May The City's ac basis, reflecting o Receipts: Property and Gei Intergovernment State .............. Federal .......... Other ............... Charges for Servh Licenses and Perm Fines and Forfeitr Transfers In ....... Use of Money and All Other ............... Total Disbursements: Administration ......... Police Protection ...... Fire Protection ....... Sanitation .................. Street System Main Mass Transportation Parks and Recrealio Library ...................... All Other ................. Total Fund Balance at Ju Note: Types of diab Finance and are in "cord provided by t governmental 1977.1078 roll Jan. 1, 1977 Company Product/ Business Actual Value Iowa Illinois Gas & Electric Co...............................Gas and Electric Utility...........................................�................ $19,942,713 Procter & Gamble Manufacturing Co. .., ................. Toiletries ...................................................................................... 7,989,080 H. J. Heinz Co.............................................................Regional Warehouse ................. ............... ......... .......... .............. 5,682,240 Westinghouse Learning Corp..................................Educational Testing Services .................................................... 4,535,199 Northwestern Bell Telephone Co...........................Telephone Utility . ........................................ ,..................... ....... 4,371,671 Owens Brush Co.........................................................Dr. west Toothbrushes .., ......................... ,........... ...................... 4,157,940 Post Office ....................................................................U.S. Government Leased Building .......................................... 4,110,390 .... Moore Business Forme..... ........ . .......................... _ Business Forms...................................................................... 3,857,420 Thomas & Betts Corp. .... .. ....... .... ... ... . ............ Electrical Hardware ... ,,._.... ,... _....... ....................... .............. 3,615,945 Cimarron Investors ........... ............. ........ _.................. Apartments, Real Estate ... ............ ,.......................................... 3,455,330 Total Ten Largest ...... .._...... . .. _._._. .__.___._..........._.... ............... $61,717,928 Percent of Total City Actual ..... ....... ........... ............... .... .......__.,.... ,........... ,......... ....... .... ....................... 13.23% 2 Y- :41CROf ILI•tE0 BY -_ JORM MICR+LAB CEDAR RAPIDS • 7C5 MOINES Valuation as of Jam 1 1973 .......................... 1974 .......................... 1975(1) ................... 1976 .......... ......... .......'. 1977 ..........................� Notes: (1) Assessed (f) Debt li (J) Tax will Tax Collection Year 1974.76(7) ............... 1975R6(2) ............... 1976.77 .................... 1977-78 ..................... 1978.79 ..................... Notes: (1) 18 mont (t) First ne Tax Collection Year 1973 ........................... 1974.75 ..................... 1976.76 ...................... 1976-77 ...................... 1977.78 (As of May The City's ac basis, reflecting o Receipts: Property and Gei Intergovernment State .............. Federal .......... Other ............... Charges for Servh Licenses and Perm Fines and Forfeitr Transfers In ....... Use of Money and All Other ............... Total Disbursements: Administration ......... Police Protection ...... Fire Protection ....... Sanitation .................. Street System Main Mass Transportation Parks and Recrealio Library ...................... All Other ................. Total Fund Balance at Ju Note: Types of diab Finance and are in "cord provided by t governmental 1977.1078 roll 14D.1WFILKU BY JORM MICROLAB CEDAk RAPIUS AND uLS SIU.',L>, ,Je„, .1 141CROFILMED BY 1. DORM MICR+LAB i CFDAR QANDS - KS MOINES Valuations program. The improve- Valuation For Tax Assessed for Taxing Purposes Actual Value truction of $50.2 million "of Collection Real Personal Railroad Total For Debt ovements to the sewage Jan. t Year Property Properly and Utility Assessed Limit(2) program are state and 1973 ..........................1974-75(1) ................... $ 71,264,091 $ 8,394,046 $ 4,855,441 $ 84,513,678 $313,013,262 oral obligation bonds of 1974 ..........................1975-76 .......................... 82,223,108 8,384,840 5,062,620 95,670,658 364,335,770 recent interim update of In the proposed general 1975(1) ....................1976-77 ..,........... -.......... 379,604,175 30,946,885 20,680,850 431,131,910 431,131,910 eral obligation financing 1976 .............._..........1977-78 .......................... 393,667,654 31,123,659 22,369,601 447,160,914 447,160,914 1977 - ........................1978-79 .......................... 409,890,264 31,668,910 24,907,900 466,467,080 466,467,080 Notes: (1) Assessed value changed from 21% of actual to 100% of actual. 1882 83 (2) Debt limit 5% of actual. $466,830 (8) Tax collection year changed from calendar year to year ending June 80. ently being offered is as Tax Rate"1,000 Assessed Valuation Tax City of Iowa City Iowa City Area .................... $2,250,000 Collection Debt .UI School Johnson School 3,500 000 Year Service Pensions Other Total District County Levies Total ................. ... 1,600,000 1974.75(1) ............................ $10.265 $6.898 $46.293 $63.456 $102.477 $27.389 $8.010 $201.332 .................... 235,000 1975.76(2) ............................ 4.140 7.965 30.646 42.751 57.253 22,515 2.128 124.647 322,000 1976.77 .................................. 1.72036 1.528 7.70221 10.95057 14.92734 4.3806,5 .48256 30.74114 .................... 200,000 1977-78 .................................. 1.73165 .82629 8.53874 11.09668 15.13891 4.49937 :10666 31.14162 .................... 27,080 1978-792.47245 .......................... 1.05920 8,54707 12.07872 14.85019 4.99708 .41615 32.34214 """""""""" ' Notes: (1) 18 month levy to prepare for June 80 fiscal year. $8,134,080 (2) First new fowl year. ect to change both as to Taxes Extended and Collected ligation financing during Tax (City Purposes Only) ed and, subject to a suc- Collection Total Tax Current % Current Total Tax % Total pproximately $4,750,000 Year Extended Collected Collected Collected Collected 1973........................................................................ $3,134,947 $3,114,393 99.3470 $3,166,136 101.0 70 percent of the value of 1974.75.................................................................. 5,427,059 5,378,747 99.11% 5,394,323 99.4 7o 'fferential of one percent 1975-76.................................................................. 4,091,176 4,153,463 101.5270 4,183,643 102.2670 rgencies. Assuming that - 1976-77.................................................................. 4,712,465 4,710,073 99.9570 4,742,154 100.6370 e issued, debt in relation 1977.78 (As of May 31) .................................... 4,976,831 4,969,781 99.8670 5,014,604 100.7670 ncipal maturities during The City's accounts are maintained, and the statements of fund operations are presented, on a cash basis, reflecting only cash received and disbursed. om the general tax levy General Fund Summary teed 25 percent of such Cash Receipts and Disbursements ighest it has been within being offered, $1,016,000 IS Months Ending Fiscal Yearn Ending June 30 es abated. 6/30/75 1976 1977 1978 1979 Audited Audited Audited Estimated Budget Receipts: f the debt, including this Property and General Taxes - ...................................... $3,9&1,235 $3,019,146 $3,348,649 $3,841,120 $4,029,061 en years. Intergovernment Revenue: State ......- .................................. .......... ,............. _....... $1,992,576 $ 664,309 $ 584,311 $ 690,527 $ 770,000 Federal........................................................................ 536,648 674,354 -0- -0- -0- Other ............................................................................ 121,166 -0- -D- -0- -0- Subtotal .................................................... $2,649,290 $1,228,663 $ 584,311 $ 690,627 $ 770,000 al Cumulative Chargee for Services .................................................... $ 905,502 $ 604,506 $ 800,402 $ 768,998 $ 713,420 at Amount Percent Years Licenses and Permits .................................................... 203,339 192,938 186,439 201,045 205,250 0 $6,716 70% 7 Fines and Forfeitures ...................... ...... .......... ..... ..... .. 293,993 237,714 289,728 276,000 294,000 5 .6,341 77% 8 Transfers In ....................................•... ... 225,539 416,375 1,763,482 2,031,320 1,681,700 5 6,966 867o 9 Use of Blaneyand Property ................ P '� 235,567 96,799 80,040 89,500 65,000 5 7,591 92% 10 All Other ....... ......... 217,001 102,793 92,696 68,681 39,086 5 8,216 100% Il .......................................................................... Total Receipts - ...................................... $8,695,360 $5,809,024 $7,161,540 $7,867,092 $7,607,616 6 cal years ending June 30, Administration $1,666,516 $1,166,571 $1,199,660 $1,807,482 $1,831,780 vice •payments, including n ........................................ Police Protcetion............................................................ Police Protection _...,............ 1,267,782 914,112 1,013,616 1,082,144 1,161,630 Fire Protection.............................................................. 947,804 724,336 751,908 009,824 925,215 Sanitation........................................................................ 700,466 523,664 483,382 12,140 -0- Jan. t, 1977 Street System Maintenance ....- ................................. 1,350,359 610,266 564,909 826,524 570,617 Actual Value Mass Transportation.................................................... 745,070 503,062 692,770 871,357 999,439 ................. I........... $19,942,713 Parks and Recreation.................................................... 806,056 680,263 667,909 884,163 793,105 ....... ......... I ....... I.... 7,989,080 Library ... ............. ......... ,.... ....... ,.. ..... _.......,.___............, 427,284 365,407 395,852 433,892 453,968 ............................. 5,682,240 All Other........................................................................ 1,093,908 841,382 1,432,463 1,045,255 1,0.16,443 ............................. 4,535,199 ............................. 4,371,671 Total Disbursements ............................ $8 ,986,240 $6,311,003 $7,192,668 $7,872,780 $7,784,103 ............................. 4,167,940 Fund Balance at June 30 ........ ...... ................. ........... , $1,246,124 $ 834,145 $ 806,134 $ 800,44G $ 713,859 ............................. 4,110,390 Note: Types of disbursements and soumo types of receipts as shown above have been prepared by the City Director of ............................. 3,857,420 Finance and differ from those Amen in the audit. Total receipts, total disbursements and June 80 fund balances ............................. 3,616,945 are in "cord with the audits. h,stimated results for fiscal year 1978 and budgeted figures for 1979 have also been ....I ................ ...... 3,466,330 provided by the Director of Finance. Due to accounting change, certain revenues formerly included as "/nice- $61,717,928 governmental Revenue" are naw i"luded as "Transfers In". The deercase in "Sanitation" disbursements in ..... .............. .......... 1977-1078 reflects the establishment of refuse collection and laud fill operations as att enterprise fund. ...................... I...... 13.23% 5 141CROFILMED BY 1. DORM MICR+LAB i CFDAR QANDS - KS MOINES 141Ci(OFILMED BY DORM MICROLAB CEDAR RAPIDS ANU SLS h1UihLj, ,01111 r Significant capital outlay expenditures have been made in the General Fund. Not shown separately above, but reported in the audits, were capital expenditures of $24,171 in fiscal 1975, $436,429 in 1976, and $683,197 in 1977. Fire Pension Total .Audited:and Retirement All Other Summary Statement of All Fund Transactions $ 1,374,619 $ 6,758,260 Receipts......................................... ............ ........ ............................. ................................... 320,318 4,914,958 BUDGETED FUNDS Disbursements.................................................................................................................. 138,749 5,271,578 15,691,473 Debt Capital 1,017,999 Pension Special 614,654 Audited: General Service Projects Enterprise and Assessment 1,903,379 506,651 Fund Fund Fund Funds Retirement wrkg. Cap. Total Balance December 31, 1972 ........ $1,491,966 $ (79,135) $ 779,725 $1,626,855 $ 7,307 $292,679 $ 4,019,397 Receipts ...... .... .... _..... ._.......... ._. 4,905,941 739,923 1,268,359 2,184,159 385,404 473,067 9,956,853 Disbursements ...... ._......... 4,861,909 641,899 1,573,450 2,187,730 351,284 664,874 10,281,146 Balance December 31, 1973 ....__ 1,535,998 18,889 474,634 1,523,284 41,427 100,872 3,695,104 Receipts .......... _. ...... ..... _. .. .. . 8,695,366 1,090,170 1,2440099 3,377,303 604,934 628,939 15,641,711 Disbursements ....... ...... ........... ..... 8,985,240 810,538 1,484,384 3,354,883 634,807 154,902 15,424,754 Balance June 30, 1976 . __.._._... 1,246,124 298,521 235,249 1,545,704 11,554 574,909 3,912,061 Receipts ._ ..........................._........ 5,899,024 690,821 1,828,602 2,746,191 787,221 53,687 12,006,646 Disbursements .............. ............ ... 6,311,003 943,482 1,857,772 2,651,539 548,408 18,817 12,330,021 Balance June 30, 1976 ................ 834,145 46,860 206,079 1,640,366 250,367 609,779 3,587,586 Receipts ........................................ 7,1640546 9.14,542 1,985,575 3,7.81,083 779,835 34,886 14,190,467 Disbursements .............................. 7,192,557 987,356 2,959,167 2,552,512 728,770 7,198 14,427,657 Balance June 30, 1977 ................ 806,13.4 4,046 (767,510) 2,368,927 301,432 637,467 3,350,496 Unaudited: Receipts (7/1.5/31/78) .............. 6,462,705 1,008,412 4,986,027 3,820,3.16 431,675 39,087 16,748,252 Disbursements (7/1-5/31/78) .... 6,414,488 11000,000 1,655,072 30121,92.1 542,374 173,823 12,907,681 Balance May 31, 1978 ................ 854,351 12,458 2,563,445 3,067,349 190,733 502,731 7,191,067 For Comparison Purposes: Balance May 31, 1977 ................ 945,278 13,177 (993,006) 2,270,731 380,326 636,415 3,252,921 Police and Fire Pension Total .Audited:and Retirement All Other All Funds (Memo Only) Balance December 31, 1972 .......... .......................................................... ............. I.......... $1,364,253 $ 1,374,619 $ 6,758,260 Receipts......................................... ............ ........ ............................. ................................... 320,318 4,914,958 16,192,129 Disbursements.................................................................................................................. 138,749 5,271,578 15,691,473 Balance December 31, 1973....._....................................._.................. _.............. I........... 1,5.15,822 1,017,999 6,258,925 Receipts.............................................................................................................................. 614,654 15,548,026 31,804,391 Disbursements ... ......... ....... ... ......................._...._.._..__..._._............_. _......._............. 257,097 16,059,374 31,741,225 Balance June 30, 1975...................................................................................................... 1,903,379 506,651 6,322,091 Receipts.............................................................................................................................. 495,251 14,540,467 27,041,26.4 Disbursements ... :.............. ......... .............. ... ... ................... .... ............................................ 175,709 14,435,229 26,940,959 Balance June 30, 1976 ..... __.... _.......... ............... .... ...... ..... ...... ...... ....... ,.......... ...... ........ 2,222,921 611,889 6,422,306 Receipts......................... ...... ....... _... ,.... _... ......... _........... ..... .......... ................. . _............. 648,089 9,637,116 24,475,672 Disbursements.................................................................................................................. 276,698 9,349,656 2.1,053,911 Balance June 30, 1977.................................................................................................... 2,594,312 899,349 6,844,167 Unaudited: Receipts (7/1.6/31/78) ... ............ ........ ........... ... ... .,......... ........ ,.__......,......... ,._..... 536,915 16,285,639 33,570,800 Disbursements (7/1.5/31/78) ...... ....... ....... ....... _.. ..... ..,......... ......... ........ ,............. ,..... 229,509 16,762,393 28,899,583 Balance May 31, 1978...................................................................................................... 2,901,718 1,422,595 11,516,380 For Comparison Purposes: Balance May 31, 1977 ............. .... _...... .... .......,.........._... ............ ................... ,....... ......... 2,535,312 1,177,527 6,965,7GO Note: The above summary statement o/ fund transactions has been prepared by the City Director o/ Finance from audits except as noted. Direct debt in relation to actual value is currently at the same level as it was in 1973. Actual value per capita has kept pace with direct debt per capita and exceeded the small rate of increase in direct and overlapping debt per capita. Historic Debt Statistics Debt Outstanding (000) Ratio to .Actual Value Per Capita Direct and Direct and Direct unit Actual Dole Direct Overlapping Direct Overlapping Direct Overlapping Value 1073, December 1 ............ $5,142 $11,343 1.77/0 3.91 /e $108 $239 $6,103 1974, July 1 .................... 5,542 11,735 1.77^/o 3.7570 116 244 6,522 1970, July 1 .................... 4,599 9,828 1.0770 2.2870 95 203 8,807 1977, July 1 .................... 6,810 11,401 1.5270 2.55% 136 228 8,953 1978, July 1 .................... 8,216 13,372 1.7670 2.8570 169 257 9,049 Note: Per capita figures as of July 1, 1.974, revised from, those previously reported duc to a change in the estimate of popidation. General obligation debt of the City is limited to five percent of the value of taxable property by the Iowa Constitution. The debt limit of Iowa City is thus $23,323,354 which leaves the City with additional debt capability of $15,107,354 after the issuance of the bonds now being offered. Not included as debt in this Official Statement is n capitalized lease with a June 30,1978 balance of $35,045 due in monthly installments of $966, including interest, to June, 1982. C MCROFILMED BY JORM MICR+LAB CFDAP PANDS • DFS MOMrS The foreg Speer & Assoc tive underwrit believed to be opinion, wheth We have Obligation Bo bonds at the tj and belief the i and, including any m of the /s/ July 21, 1978 Not shown separately 975, $436,429 in 1976, Special Assessment L Wrkg. Cap. Total $292,679 $ 4,019,397 473,067 9,956,853 664,874 10,281,146 100,872 3,695,104 628,939 15,641,711 154,902 15,424,764 574,909 3,912,061 53,687 12,005,546 18,817 12,330,021 609,779 3,687,586 34,886 14,190,467 7,198 14,427,557 637,467 3,350,496 39,087 16,748,252 173,823 12,907,681 502,731 7,191,067 636,415 3,252,921 Total All All Funds Other (Memo Only) $ 1,374,619 $ 6,768,269 4,914,968 15,192,129 5,271,578 15,691,473 1,017,999 6,268,926 15,548,026 31,804,391 16,059,374 31,741,225 506,651 6,322,091 14,540,467 27,041,264 14,435,229 26,940,969 611,889 6,422,396 9,637,116 24,475,672 9,349,656, 24,053,911 899,349 6,844,157 16,285,639 33,670,800 15,762,393 28,899,683 1,422,595 11,515,380 1,177,627 6,966,760 mor of Finance from audits it was in 1973. Actual mall rate of increase in Direct and Actual Overlapping Value $239 $6,103 244 6,622 203 8,897 228 8,953 257 9,049 a change in the estimate of taxable property by the the City with additional d. Not included as debt $35,045 due in monthly h1ILROFILMED BY JORM MICROLAB CEDAR RAPIDS AND uLS MlIN w , iuw„ AUTHORIZATION AND CERTIFICATION The foregoing Official Statement has been prepared for the City of Iowa City, Iowa, by Paul D. Speer & Associates, Inc., Municipal Finance Consultants, and is authorized for distribution to prospec- tive underwriters andpurchasers of these bonds. All statements, information and statistics herein are believed to be correct but are not guaranteed by the consultants or by the City and all expressions of opinion, whether or not so stated, are intended only as such. We have examined the attached Official Statement slated July 21, 1978, for the $2,250,000 General Obligation Bonds, believe it to be true and correct and will, if requested, provide to the purchaser of the bonds at the time of delivery a certificate confirming to the purchaser that to the best of our knowledge and belief the information in the Official Statement was at the time of acceptance of the bid for the bonds and, including any addendums thereto, was at the time of delivery true and correct in all material respects and does not include any untrue statement of a material fact, nor does it omit the statement of any material fact required to be stated therein, or necessary to make the statements therein, in the light of the circumstances under which they were made, not misleading. Al ROSEMARY VITOSH /s/ NEAL G. BERLIN Director of Finance City Manager July 21, 1978 W MICROFILMED BY R JOM MICR+LAB CEDAR RAPIDS • DES 1401NES M i MiLkUfILi4LU BY JORM flICROLAB CEDAR RAPIDS AND L)LS :'IUif¢ -- r OFFICIAL NOTICE OF SALE $2,250,000 an General Obligation Bonds Sealed bids will be received until 1:00 o'clock P.M., on the 9th day of August, 1978, at the office of the Director of Finance in the Civic Center, Iowa City, Iowa, for the purchase of $2,250,000 General Obligation Bonds of the City of Iowa City, Iowa, at which time such bids will be referred to the City Council of said City at its meeting to be then held at the Council Chambers in the Civic Center in said City. Open bidding will be concluded not later than 1:30 o'clock P.M., and, after the best open bid has been determined, the sealed bids will be publicly opened and the bonds will be sold to the highest bidder for cash. Sealed bids will be fully protected. Bonds will be dated September 1, 1978, in the denomination of $5,000 each, and to mature as follows: MATURITIES—June 1 $100,000 .. _ 1980 $200,000 .. __ .._ _ 1983 $300,000 ...... ........ _..... 1987 100,000 .... .... __... ...... 1981 200,000 .___ ._. 1984 300,000 ...,.. .. __........... 1988 150,000 ............ .. ..... 1982 300,000.......................... 1985 300,000........................... 1989 300,000 . _............._ _ 1986 Said bonds will bear interest payable June 1, 1979, and semiannually thereafter and will be regis- trable as to principal only. None of said bonds will be optional for redemption prior to maturity. Both principal and interest will be payable at the office of the City Treasurer, Iowa City, Iowa. Each bid must be only for all of said bonds upon terms of not less than par and accrued interest and shall specify the interest rate or rates for the bonds in a multiple of one-quarter or one-tenth of one percent provided that only one rate shall be specified for a single maturity and not more than three (3) rates will be named. Repeating a previously mentioned rate will not constitute an additional interest rate. The difference between the highest and lowest rate of interest bid shall not exceed 17o per annum and the maximum rate of interest which may be bid shall not exceed 77c. Each installment of interest will be represented by a single coupon on each bond. The bonds will be awarded to the best bidder determined upon the basis of the lowest total interest cost at the rate or rates designated in his bid from September 1, 1978 to the respective final maturity dates, after deducting any premium. These bonds constitute general obligations of the City payable from taxes levied upon all the taxable property in the City without limitation as to rate or amount. Said bonds are expected to be delivered within thirty (30) days after the sale at any mutually agreeable bank or trust company in the City of Chicago, Illinois or Des Moines, Iowa, without expense to the purchaser. Should delivery be delayed beyond sixty (60) days from date of sale for any reason without the fault of the City, or except failure of performance by the purchaser, the purchaser may withdraw his check and thereafter his interest in and liability for the bonds will cease. When the bonds are ready for delivery, the City will give the successful bidder five (5) days' notice of the delivery date and the City will expect payment in full in immediately available funds on that date, otherwise reserving the right at its option to determine that the bidder has failed to comply with his offer of purchase. The City will furnish the printed bonds and the approving opinion of Messrs, Ahlers, Cooney, Dorweiler, Haynie and Smith, Lawyers, Des Moines, Iowa, together with the transcript and usual closing papers, including non -litigation certificate. Said opinion will be printed on the bonds and will recite that, based on existing statutes and decisions, interest oa said bonds is exempt from present federal income taxes. Each bidder must famish a separate certi- fied or cashier's check drawn on n solvent state or national bank or trust company ns bid security in the amount of $45,000 payable to the order of the City Treasurer of said City ns a guarantee of good faith, this amount to be retained pending full performance by the successful bidder and to be forfeited to the City as agreed liquidated damages upon failure of the purchaser to take up and pay for the bonds when ready in accordance with his bid, which must he reduced to writing on the OBicinl Bid Form. The City Council reserves the right to waive informalities in any bid, to reject any or all bids and to determine in its sole discretion the best bid. The City Council has authorized the preparation of an Official Statement containing pertinent infor- mation relative to the City. For copies of that Statement and the Official Bid Form, or for any additional information, any prospective purchaser is referred to Rosemary Vitosh, Director, Department of Finance, Civic Center, Iowa City, Iowa, or the Municipal Finance Consultants to the City, Paul D. Speer & Associates, Inc., 20 North Wacker Drive, Chicago, Illinois 60606. Telephone: Area 312-346-0858, By order of the City Council of the City of Iowa City, Iowa. July 11, 1978 /s/ ABBIE STOLFUS City Clerk (Copies of the Official Bid Form are available upon request.) 1 ICCROr ILMED DY DORM MICR+LAO CEMn pPl^'! - Or5 !iomrs MICROFILMED BY JORM MICROLAB MINUTES OF STAFF MEETING July 19, 1978 CEDAR RAPIDS A14D uL:) :'!U::+Ll Je.. Departmental referrals from the informal Council meeting of July 18, 1978, were distributed to the department heads (copy attached). The City Manager advised the department heads that a memo regarding designated smoking and non-smoking areas had been sent to the City Council. The memo suggested designating the lobby and the area along the two outside walls in the Chamber as smoking areas. It was also suggested that one side of the Conference Room and the staff room on the lower level be smoking areas. The Police Chief, Fire Chief, and department and division heads at the Davis Building and the Recreation Center will designate areas in their respective buildings for smoking and non-smoking. The City Manager recalled that the staff had briefly discussed at the last staff meeting a group of staff people working with the Human Relations Director on a schedule of staff compensation. The City Manager asked for volunteers to work on this matter, however the staff felt the Manager should appoint a committee The City Manager advised the staff that a problem with the appearance of an employee had been brought to his attention. He asked if this was a problem and if the staff felt there should be a dress code. No problems were mentioned by the department heads and they were advised to deal with this matter in their own department if such a problem arose. The Finance Director advised that the Word Processing Center has received a lot of large projects. The staff was requested to advise the Word Processing Center in advance of any large project (25 pages or more) and to work out a time schedule for revisions and final copy. The staff was also requested to have only one person work with WPC on a project. The Finance Director requested the staff to bring to her attention any problems encountered with Word Processing Center or the Print Shop. The City Manager advised that ten applications had been received from City employees for the position of assistant city manager. The Directors of Parks and Recreation, Human Relations, and Housing and Inspection Services will be interviewing the applicants with the City Manager on Wednesday and Friday afternoons next week. Items for the agenda of July 25 include: Resolutions directing the City Clerk to publish notice of intent to sell urban renewal property - Lots 95-5, 93-3, and 103-3 Public hearing on application submitted by Hawkeye Public hearing on family care centers Public hearing on cable television ordinance Resolution approving the request for proposals Prepared by: Lorraine Saeger MICROFILMEB BY +� JORM MICR+LAB rrnAR RAPIM • OB MOI4CS /y96' t•11L+2OrILMEU BY JORM MICROLAB LEDAk RAPIUS AND DLS iiU1Nu, \% Informal Council Meeting July 18, 1978 Eos} DEPARTMENT REFERRALS MICROFILMED BY JORM MICR�LAB CFnAR RAPIDS • DCS MOINES I LU LU w } SUBJECT DATE RECD REFERRED To DATE DUE Q W CC � v COMMENTS/STATUS Q LU cc a Cable TV Ordinance 7-18 Dale Prepare general information for McGarry early mailing Recodification 7-18 Legal Send copy of recodification. Change memo to City Council. Add: a. provision for additional County Contract 7-18 H&IS employees and services not specifically listed c. City right to to"''e contract d. City and County right to Material for informal sessions 7-18 All Depts Do not submit additional printed information at informal sessions County Contract 7-18 H&IS Revise contract and write cover memo re. alternatives on staff position ` I 1 i MICROFILMED BY JORM MICR�LAB CFnAR RAPIDS • DCS MOINES I MICkOFILMLD BY JORM MICROLAB CLOAk RAPIDS AND uLS ;4Uj:+u, I. All FINANCE DEPARTMENT ACTIVITY REPORT JUNE, 1978 DEPARTMENT GOALS I, TO EVALUATE THE USE OF CITY -OWNED OR LEASED COMPUTER EQUIPMENT AND PROVIDE WRITTEN RECOMMENDATIONS TO THE CITY MANAGER: No significant accomplishments in this area in June. II, TO COMPLETE A CITY RISK MANAGEMENT EVALUATION: Preliminary review of Blue Cross -Blue Shield policy and Workmen's Compensation policy to determine whether bids should be taken in the next fiscal year. III, IIMPLEMENT AN EFFICIENT AND ECONOMICAL CITY MICROFILMING PROGRAM WHICH WOULD REDUCE, ARCHIVAL STORAGE SPACE, FACILITATE RETRIEVAL, AND ALLOW SECOND COPIES OF VALUABLE RECORDS TO BE ECONOMICALLY REPRODUCED AND STORED FOR SAFETY: Bid received June 22, 1978, for Service Facility. IV. IMPLEMENT AN ACCRUAL ACCOUNTING SYSTEM FOR ALL CITY FUNDS: No measurable activity in June. V. IMPROVE THE COLLECTION OF TRAFFIC TICKETS AND UTILITY BILLINGS: Tony Kushnir and Nancy Heaton attended a meeting with Johnson County Court personnel June 14, 1978, to discuss proper court procedure for traffic violators. A written procedure by Nancy and forms by Tony were discussed. A j follow-up meeting by the City and County Attorney's staff reviewed a legal opinion on the procedure. Angie Ryan represented the City and will provide information on the discussion and the legal problems with the procedure. At present, we are sending a limited number of complaints to court. When Angie's recommendations are available we hope to work out the procedure necessary and the appropriate form so citations can be issued. SU COAL ACTIVITY ACCOUNTIN6- The entire month was devoted to year-end close-out activities. Semi-annual reissue of parking permits took place. /y97 141CROFILMED By JORM MICR+LAB crDAR HMI05 • I1[S 1401•'1[5 i h1ICRUhILMED BY JORM MICROLAB CEDAR RAPIDS AMU ULS 1'1U,11LI, :JI -11 TREASURY_ The Treasury Division is well into the vacation season and employees are doing a great job of accomplishing the workload with the reduced number of employees and doing it well. Needless to say everyone will breathe easier when we are back to normal. Year-end report on receipts, bonds and coupons, Police and Fire Retirement and investments are being prepared. Recalculations for Police and Fire Retirement monthly checks have been made. PURCHASING - Procedures established for mail and telephone usage. Bids received for: Rock Salt in Bulk (Streets). i Portable Hand Patchers (Streets). 4 -Door Sedan (Housing $ Inspection). Sid Loading Refuse Body $ Truck Chassis (Equip. 14ORD PROCESSING - 1 Two IBM 6240 High Speed Mag Cards arrived. Brenda Wilkinson and Joann Minick attended a training session on this new equipment. The installation of these machines, which have a playback speed four times as fast as the Mag Card II, com- pleted the acquisition of new typewrtiers for the Word Processing Center. Further refinements made to record keeping systems and work procedures. i ADMINISTRATION - FY78 budget adjustments were made. Budget amendments were not needed as there were no increases in program totals. Assisted in preparing financial portion of the State Transit Grant. A Departmental Meeting was held with Barb Ettleson discussing ' relationships between the supervisor and the supervised in a local government setting. Preliminary steps were taken to sell G.O. Bonds including determining which items to be included. Discussions with the City's Bonding Attorney and Consultant were held. 141CROFILIIED BY JoRM MICR¢LAS CFDAR RAPIDS • DFS MOINIS MiOWi ILMEU BY JORM 141CROLAB Editorial Page ' Wednesday, (December 18, 1883 City Must Continue Pushing, for By -Pass CLUAk RAPIUS AIIU UCS ,iU,:1L_, Although the'sAuthwest Iowi City. by - pas, Is not included in the, Ion. highway coullnission's five-year program annopced today, local residents should not be dis- heartened. The commission's professional staff has recommended that this project W. initiated in 1966 with first purchases of right-of-way. Chief Engineer L. 3f. Claiia. has proposed that $100,000 be;44oCatod W each of the years1966, 19e7•atid`n988 foe, right-of-way purchases aia4tlie`eommlidin' is expected to act on this matter next month. Acceptance of the recommendation.by the commission probably will not mean that the by-pass land purchases will be inab*d In the new five-year;prcgram. However, It will mean thatthe bkue' will appear in tb* five-year program to be announced milt fall. Thus its absence from the current pro- gram by no means indicates that the com- mission has abandoned or even delayed the by-pass project. The highway 'commission and. its engi- neers long have been interested In the Iowa, City southwest by-pass and have recognized its Importance to highway planning and de- velopment In this area for nearly a decade. At the time of the Highway 218 re -location between Iowa City.and Cedar Rapids and the 80UTHEAQT by-pass were being de- signed, the commission pointed out that its' future plane included a link between the two — a southwest Iowa City by-pass. John But- ter, then chief ongineer of the highway com- Misdon, even drew a red line bn;a'dahnson county map for this newspaper explaining that this would be the approximate align- ment. This is the same genial route that is:now proposed. A few years later, at a meeting in Ames of Iowa City residents and the commission, top highway engineers said the southVest- by-pais was -"a question of when,•.goti 1i In the past two years,. extensive stus have been made;by: the'cbmgtiisldtk as well &(by Iowa',ttl" ty resldonts'to dafine'tbe And ='''which arta shown to' be eian"y'clear — and precise location — about which there has been disagreement. VW though realization `of thislong- awlllted and much -needed'. i�vement sesitdngly ie ,drawing sea�� 7ylly'r,Clgans mast not relax their effort to•sthieve,.s sou*weet by -per at, the.8{t'ilest pots.; date. this will mean both reaching an agree- ment with the commission on the exact lo- eFtioa and making clear the community's coAlinued ihtgrest• in•its early completion. A113.kA {femice, on the part of Iowa City yodel mean Nrthcr delays. -1- 141CROFILMED BY DORM MICR+LAB rrnAR RARIM • 9E5 t401RE5 i f1k.kW IL4Lu BY JORM MICROLAB lk'JAR RArlu�) Ahu uLI .1„,;'L- National League oV Cities duly 17, 1878 W 197 r1V VV City Councils Effectively .9 As our world and our society grow increasingly eomplex, city councils, the local manifestations of our country's democratic form of government, face challenging issues. They are called on to deal with ..,rial and irehnologieal changes that local gnvem- ments of an earlier time perhaps never imagined—the legal rights of homosexuals, the problems of economic decline and growth, the technologies of energy supply and use, the growing pressure exerted by minorities of all kinds. These issues are challenging enough when viewed rationally and objectively, but they also provoke intense political and personal conflict. The challenge faced by city councils is therefore double-edged: city councils must not only deal with these issues, and many others, but they must deal with them effectively if the city council is to survive and if representative government is to work at the local level.lZor it is conflict that challenges, even threatens the effectiveness oMoca re—T �presenative my-ommml. a ora stn o a et cou It Is a 11-9 1111 effits_ina_' ' y to act co ective y, sa Stephen Burks, director of REM -0 y ouncil Policy Leadership Project (CCPLP). /'And a city council that can't act as a body is easily manipulated, or a,met me�easse y a strong mayor or a strong_city manager, a we m ffytng fo ao is help . jELo.uR s et t_eiir acts togetlier soihaRhey can ,set_16t�7oJLes that w net a ctly over a long eultadstime." Getting seven (or five or nine or any number) local elected officials to work together without the divisive intrusion of political concerns is admittedly difficult. A pitcher on a baseball team, for example, doesn't represent a constituency of other pitchers, but a particular function that must be carried out if the team is to play well. City council members, on the other hand, do represent particular constituencies— political, geographical, economical, social, even emotional.—and the concerns of their supporters can often gel in the way of collective action. The varied concerns that are reflected in representative government often put city councils on the firing line in local disputes. For one reason, says Wichita, Kans., City Commissioner Jack Shanahan, "the public expects many more services from local government today than it did ten years ago. Traditionally, cities have paved streets and provided police and fire protection. But as we have become a more affluent society with higher standards of living, citizens have also come to expect from their local government the same increase in the quality of life. Housing and health standardsare steadily rising, and the cities are being held responsible for providing such prpgram-.. "Soriety has also become more complex," notes Shanahan. "Citizens do not want to be cunsW ted a number, they want to be pan of the decision making process. We are in the age of const:merism, and in government that spells 'citizen participation':' Citizens are indeed demanding to be heard. The recent passage of Proposition 13 in California, which put a lid on localities' ability to raise property taxes, may be just the beginning of what is now referred to as the "taxpayer revolt:' At a press conference on Proposition 13, Alan Beals, executive director of the National League of Cities, observed, "Our citizens are saying it is time to bring austerity back to government and to bring a halt to inflation -fueled prices and runaway taxes. It so happens that the first and most vulnerable target is the property tax, and its victim is local government." Robert . Saunders, director of the Center for Management Development at the University of Missouri -Kansas City, and a long-time consultant to city governments, says, "It's definitely a different ball game now. Open access to government was not "The power of the council now depends on its ability to function as a group." MICROFILMED BY JORM MICR+LAB CEf1AR RAT IM • PES MOVIES y49 Ni;.iwi 1LMLU by JURM 1.11CRULAb as prevalent several years ago. Before, when a decisiun had to be made, the mayor could call a meetingof the civic leaders in a closed mom and quickly reach a policy. Those days are over, probably for good." Because of thi., shift from the closed government to one which has opened its doors and encouraged participation by citizens, city councils face an even tougher time when setting policy. The [x,wer of the council now depends on its ability to function as a rou l 'r Sa unde}s _remarks-- - — ---'- As a result, councils are seeking out new ways of irnpreeving their ability to work together on municipal polities. L•lected officials now can lake part in workshops and seminars at NLC and other national conventions; they can enroll in specialized group training on using techniques drawn from the applied behavioral sciences; and they can turn to longer -teen prograPms, such as NLC's City Council I'oliey Leadership roject. (,1`riininl not oassists the council as a group, I LLEsnserves to het m n•: ua memFcrs ar lust to j)ejLr6�,,-gginc role in t e o icv ing process. 'I Responsibilities are increasing an more time is dej, landed to process basic information necessary to make i'n',nrmed decisions. There are more com- mittees and even more meetings. Inter -jurisdictional problems demand increasing attention. State and federal laws and programs are often created with no local participation but have major impacts, par- ligularly ficral, nn cities, 4 Llearly then the role of the city council has grown to include a =r it cecluiri.p. range of skills that ca1lJDr_nettilevel5-Dk .competence and dedication: As one respondent to of a 1974 NLC survey elected city Officials put it, "The age of chuckhole government is over." In response to these demands, the, National League Of Cities is ronduoing a three-year program designed to help eoumils improve their policy-making; skills, the City Council Policy Leadership Project. funded jointly by the Intergovernmental Personnel Act, U.S. Civil Service Commission, and the Charles F. Kettering Foundation, will select six major metropolitan cities by 1979 to participate in the project. While working with this representative group of sis cities, the project staff will also develop ase! of training materials to extend the benefits of the program to other city councils. "This project is not the typical consultant study, which merely presents a set of expert recom- mendations for the council to carry out," says project manager Karen Kerns. "Our approach is to have the council members themselves examine thein policy- making process, identify the areas needing im. provement, and develop practical solutions. Many times a consultant study presents ideas which the city has neither the time, staff, nor funds to implement. " But because the project staff works with the council members to find their own solutions, the Ideas are more realistic and easier to implement." l,'LUAtt RArl'J'� AIiJ Ju The CCPL. .Taff will be working with a local resource institution (LRI) for one year in each project city. An LRI can be a university, council of govern- ments, state municipal league, or any other in- stitution which can meet the research, training, and coordinating needs of the council as identified in an action plan. The relationship between the LRI and the council promotes project stability and continuity throughout the 12 months and beyond. In each city, the project involves three phases—a needsas5essment, the development of an action plan, and the plan's implementation. The action plan sets out specific tasks (such as studies on particular topics) for council members, the local resource in- stitution, CCPLPstaff and other participants in the project. Council members develop the action plan and are also respdnsible for putting it into effect and evaluating it, which insures a high degree of com- mitment to the programs goals. Wichita, Kans., and Charleston, S.C. #re the first two cities to participate in the project. four cher cities will be selected over the next, two years. In Wichita, the five city commissioners and the city manager met in January for a day -long session to discuss `the results of the needs -assessment questionnaire and to develop an action plan to deal with .the problems they identified. Issues to be confronted include improved intergovernmental relations between the city, county, and state; better communications between the commission and the staff -an evilltiatbn of the city's appointed boards and commissions, and more efficient time management. In Charleston, 'the 12 -member council and the mayor went on a weekend retreat in April to discuss the problems and to formulate ;a project work program for, the coming year.. Council committee structure; staff support and legislative oversight are among the Issues dealt with inthe plan. Robert Sounders and Gerald Brown, also from the Center for Management Development at the University of Missouri - Kansas City, helped the Wichita commissioners and the Charleston council members organize their thoughts and assign tasks. The resultinglaction plans showed what was to be done, who was to do it, who was to be involved, and the results. that were expected. The approach Saunders and Brown use to develop the action plan helps the councils translate their problems and frustrations into concrete tasks. Tae method not only delegates specific responsibilities to participants, but also sets deadlines and completion criteria. The City Council Policy Leadership Project staff is presently. selecting its third city. Geographic distribution, size, and.council member interest in the project are among the criteria, and a city in the Par West or Northeast is the next likely candidate for a Project participant. 'It is important'for us to choose six cities that are representative of all large cities in the nation," Burks says. 'The experiences in project cities will be used as the basis for developing a variety' of resource materials that can be used by other councils throughout the country. In addition, regional resource centers such as state municipal leagifes and universities will be chosen toassist in- terested councils in policy development training." 141CROf ILMf.R BY JORM MICR#LAB (fMn PAP I!„, • I)rs moi !ii , 14iw%0r i0l1 L) BY JOKM I.1ICROLAB How It Works in Wichita.. -_-1-1- Gay rights, tax reform, coal gasification, and fluoridation are just a few of the issues facing Wichita, Kans., the City Council Policy Leadership: Projects firs test city. -Committed to open government, Wichita's five city commissioners andcity manager frequently hold 12, 14, and`'18'liourlong`commission meetings to listen to the city's active citizenry and to tackle these controversial Issues. Since it began working in December with city officials and Wichita State University's Center for Urban Studies (WSU-CUS), the CCPLP team has found Wichita's responsive government particularly noteworthy. As part of the project's assessment of council needs, interviews were conducted and a questionnaire was distributed last December to the city commissioners and administrators. The manager and commissioners met in January to discuss the results of the interviews r and questionnaires, and to develop the action plan—a schedule delegating responsibilities to the project participants. The issues that sur- faced during the daylong sessioh, were in- tergovernmental relations, communication between staff and commission, evaluation of the board and committee system, and the role of the commission 'in the *policymaking process. Once the group had identified the issues, the WSU-CUS and the city manager's office did research on them and prepared analysis. " In June, the group met again. This time the administrators and commissioners joined forces to tackle some of the issues identified earlier. Just having the commissioners and ad- ministrators meet together is a step forward in improving the communication between them, remarked Eugene Denton, the city manager. At the session the manager's office reported on ways to improve communications and operations between the staff and commission. After much discussion, resolutions to some of the problems were found. For example, in responst to the complaint from commissioners that they do not receive enot4lt information for 'decisions, the staff agreed to present all of the alternatives they consider in their recom- mendation to the commission in a policy paper format. Later in the summer a mid-yeai project evaluation will be held. But for now, Mayor. Connie Peters says, "If nothing ekte comes fmm this project, the link created between the commission and WSU-CUS -has been a suo cess." LLUAi< kArlo', ANL) UL:, r The CCPLP's direct involvement in the prriect in Wichita ends early (text year. However, this does not mean an end to the project in the city. The cooperatiye relationship that WSU-CUS, the commission',' and the manager's office are building will allow work to continue on improving the city's polity -making process for some time to come. ❑ Tools for Council Members Why shouldn't city council members benefit from the same types of training business executives use to improve their decision making skills? Businesses frequently employ process consultants to enhance management skills and productivity, and to help executives and employees identify- and resolve organizational problems nizational "�Yet councils are often reluctant to take -advantage of it -Why? "Some elected officials feel that they would be admitting inadequacy if they were to ask for group training, since as candidates they told their electorate they could already handle the job," explains Robert'Saunders, director of the Center for Management Development, University of Missouri at Kansas City, and a nationally recognized consultant to city councils. "However, it is not uncommon for a council member to be elected and then to discoVerthat all the prbmises'he'or she made during'the campaign cannot be accomplished individually: The merntiir7i" that & or elle must work in a group; with a whole council; to get things done." For, years,. council members have attended conferences that have,offered workshops and seminars designed to increase inclividual skills. However, it has only bean in the last twelve to fifteen years that the tfteories and techniques of the applied behavioral sciences, (J.ong,used by the private sector) �tawt )leeq•At43ted; fo reeds of'city councils as policy-making groups, Policy development training, or "organizational development/,'.*as itis often called, comes from the apphed,.bthavioral sciences. A "facilitator" or trainer helps the group identify -and address specifie problems. The trainer helps the gropp focus its attention on an issue, look objectively at the situation, and devt1op a'"change strategy." -. MICBOFILMCO BY JORM MICRAi,LAB MAR PAPIn' • nF5 M01%r6 i MICiZUFILMLD BY DORM 141CROLAB CEDAR RAPIDS AND ijES ;IU:IIL�, 1WW1 A simple, frequently used technique is to hold group sessions away from the work en- vironment. A weekend retreat away from the city 'alloivs'the participants to relax on *neutral ground; -'Away' front the tension -filled' at- moWohiiie of'cityhall. In this ways the :group is' often able to giapple with issues which are too difficult to deal with at work. Group poUcy development training for city councils is in- creasingly popular. 'Potentially, any council can benefit fmm it, as long as the members are supportive," Saunders points out. The skill of an experienced facilitator or trainer is often 'necessary to guide a group through a discussion of a sensitive issue," Saunders warns. "The experienced trainer creates an environment where the issue comes out in a healthy way," he says. When a council is considering hiring a trainer, there are several factors it should take into account. "Training of elected officials is different than training in business organizations," Saunders says. "I believe a knowledge of government and politics is a must for anyone working with a council." Then, too, "The trainer must know what It Is like to be an elected official—to five in a goldfish bowl and to have everything you say subject to being reported in a newspaper." Finally, Saunders notes, "A trainer must know the 'personal needs of individual. council members and enjoy working with them." ❑ T- •�� 141CROFILMED BY . 1 � JORM MICR+LA9 CEDAR RAPIDS • DES 140111ES or JuKht :410<uL„u .:.,I, . . SUMMER FILM SERIES CONTINUES THROUGH AUGUST 16 Admission is free; seatiml is on a first-come, first-served basis. Showints each Wednesday at 1:30 and 7:30 in the Auditorium on the dates b! ja g p.m., as Listed below. �d August 2 - STAGEDOOR CANTEEN (1943) Directed by Frank Borzage in 2943, this War Bond- •ISI selling film features 80 top stars, including Katharine Hepburn, 'Harpo Marx, Benny Goodman,Ethel Waters, Edgar Bergen, Peggy Lee, Johnny WeismulZer and Count Basie. 132 minutes. gu 9 - MEET JOHN DOE (7941) Aust Newspaper columnist Barbara Stanw,yck sets up "Cary, Cooper as "John Doe," the typical American who is fed up with modern society. John Doe clubs spring up, and John becomes a national hero... until he finds he's being used by a corrupt politician. Frank Capra directed this classic comedy -drama. 135 minutes. �y August -16 - KON TIKI (1947) Thor Beyer dahl filmed this Academy Award- documentary on his famous raft 0 winning adventure voyage from Peru to Polynesia. 73 minutes. t O r m BMOI `Iuj 73MOI halls aga[Ioa J9U3 LO£ XaragiZ aiignd Sj!3 Moi 7 j )IIURIO W11 ) 13) DORM MICROLAS This .., .JI ,f'II , 1 .•. J -• N w �+ (4 a N ti •�1� U �` N. 10 'Cf V1 A � W 10 I� (D l� N. •• N. 'Y "3 N ^Sb N N W'S N m A �y� W Q Im O• N N• o m s CJ N $ N 0. 01 ch R 24 20 2 7g x N. O I N V rn C N'AU $ '� "AJ N H W R. N. 3 cV A '1 [� �C •Cf A, y o O V O 0 C0 s• m "3 I O �h a R 2 N A. O O y m 3 Q rj ' � '>3 AN N. ly-I Ca! CL N O H O N cF b 3 N. ai C? �O N. y m C ° d N. b x RI x n .:S GI W 2 m mn O Scow z �o w ��yy.. a • °j v o .V 0 M l0 N. 2 ? .. A.•U O N v nsry.�� m m oN � s :* °' v1 N. o �G z C .0 N. 'Cf N • l0 �. N O W N 3' N• ` N• b O n N. O O A ^3 y co C4 it ` N x MO � N N A N'W A 1) , a C x (s� V ttn t°0 a n p• m N S% A n N q It N cz csz: co M it N W A cyl c�j- wi09 �e cF 04 Q2 R, "3 �0 onth at the Library DORM MICROLA6 i i MICROFILMED BY JORM 141CROLAB CEDAR RAPIDS AND DES NUINL5, .Uv -11 ® johnson county regional planning commission ® 21/2 south dubuque street, iowo city, iowo 52240 (319)351-8556 July 24, 1978 fSFi4U1,40&: Steering Committee July 12, 1978 3:15 P.M. First Christian Church Library Iowa City, Iowa 52240 Isobel Turner cn :rra. Emil L. Brandt n,mv PRESENT: Carol Spaziani (Chair), Verne Kelley, Dave Schuldt, Rex Honey, Faith Knowler (for Family Life Committee) ABSENT: Kathy Kelly, Florenr,e Spaine GUESTS: Emil Brandt, Isabel Turner STAFF: Sally Baldus The meeting was called to order by Carol Spaziani. Sally Baldus announced to the committee her resignation as Project Director effective July 28th, 1978. She is making this move in order to pursue a long standing career in- terest in international education by joining the office of international Education and Services at the University of Iowa as a Foreign Student Advisor. Discussion followed on the status of the project to date, the tasks to be completed before the termination of the project's contract with the City of Iowa City March 31, 1979 and recruitment of a new Project Director. It appears that the Project has three categories of work that need to be completed: Finish the profiles being developed by the Family and Individual Life Subcommittee and summarize work done on the recommendations in the first year's Profiles; design an ongoing human services planning process for local funding bodies to consider implementing; and general day-to-day administrative work. It was suggested that consideration be given to hiring a person specifically to develop and write up the ongoing Planning process. This person would work with the new Project Director and the Program Development Subcommittee. Several suggestions were offered as to places where such expertise might be found. They included the Departments of Urban and Regional Planning, Geography, Computer Science and Public Administration at the University of Iowa. Emil Brandt as Executive Director of the JCRPC will take these suggestions under advisement in recruiting a new Project Director and supporting personnel. 141CROFILMED BY ,1 i JOR:V1 M4CR+LA8 CEW RAPS • DGS MOINES MICROFILMED BY JORM 141CROLAB CEDAR RAPIDS AND DES NUINL5, .Uv -11 ® johnson county regional planning commission ® 21/2 south dubuque street, iowo city, iowo 52240 (319)351-8556 July 24, 1978 fSFi4U1,40&: Steering Committee July 12, 1978 3:15 P.M. First Christian Church Library Iowa City, Iowa 52240 Isobel Turner cn :rra. Emil L. Brandt n,mv PRESENT: Carol Spaziani (Chair), Verne Kelley, Dave Schuldt, Rex Honey, Faith Knowler (for Family Life Committee) ABSENT: Kathy Kelly, Florenr,e Spaine GUESTS: Emil Brandt, Isabel Turner STAFF: Sally Baldus The meeting was called to order by Carol Spaziani. Sally Baldus announced to the committee her resignation as Project Director effective July 28th, 1978. She is making this move in order to pursue a long standing career in- terest in international education by joining the office of international Education and Services at the University of Iowa as a Foreign Student Advisor. Discussion followed on the status of the project to date, the tasks to be completed before the termination of the project's contract with the City of Iowa City March 31, 1979 and recruitment of a new Project Director. It appears that the Project has three categories of work that need to be completed: Finish the profiles being developed by the Family and Individual Life Subcommittee and summarize work done on the recommendations in the first year's Profiles; design an ongoing human services planning process for local funding bodies to consider implementing; and general day-to-day administrative work. It was suggested that consideration be given to hiring a person specifically to develop and write up the ongoing Planning process. This person would work with the new Project Director and the Program Development Subcommittee. Several suggestions were offered as to places where such expertise might be found. They included the Departments of Urban and Regional Planning, Geography, Computer Science and Public Administration at the University of Iowa. Emil Brandt as Executive Director of the JCRPC will take these suggestions under advisement in recruiting a new Project Director and supporting personnel. 141CROFILMED BY ,1 i JOR:V1 M4CR+LA8 CEW RAPS • DGS MOINES 'T- tlILROFILMED BY JORM MICROLAB CEDAR RAPIDS AND UES 1'IUINL�, •Y Minutes 7/29/78 _Z_ It was suggested that a United Way representative join the Program Development Subcommittee as they are the only local funding body that is not currently a part of this group. Staff will pursue. ! i Dave Schuldt, in reference to the material on thestatus of the project handed out for the meeting, suggested that the section under Emergency Assistance to Transients be expanded to reflect what is currently being done in this area. Pam Ramser, staff person for this subcommittee, will be asked to carry out this request. _ S. Baldus MICROFILMED BY ,•� JORM MICR+LAB , CFMR RAPIDS • DES MOIDF.S r 1 Ji a i i , i i i 1 I Minutes 7/29/78 _Z_ It was suggested that a United Way representative join the Program Development Subcommittee as they are the only local funding body that is not currently a part of this group. Staff will pursue. ! i Dave Schuldt, in reference to the material on thestatus of the project handed out for the meeting, suggested that the section under Emergency Assistance to Transients be expanded to reflect what is currently being done in this area. Pam Ramser, staff person for this subcommittee, will be asked to carry out this request. _ S. Baldus MICROFILMED BY ,•� JORM MICR+LAB , CFMR RAPIDS • DES MOIDF.S MICROFILi4ED BY JORM MICROLAD CEDAk RAPIDS AND uLS I4u1'JLj, ,vn,. 1- City of g®wa C - "y y DATE: , August 4, 1978 TO: City Council FROM: City Manager RE: Material in Friday's Packet Memoranda from the City Manager: a. City Council Evaluation /5-02- b. S O2b. Iowa City Airport Operations /SO 3 c. Management Compensation Plan 1,5'0 1 Letter to the Mayor from Amtrak in response to Council's letter.of July 17. /15 -05 - Letter to the Mayor from DOT regarding Iowa City's application for State Transit Assistance funds. /,5-0 6 Letter to the Mayor from DOT regarding a meeting of Council and DOT regarding Highway 518. /S07 Copy of letter from Mayor Vevera to Johnson County Board of Supervisors regarding a cooperative agreement on land use. /S08 Copy of letter from Paul D. Speer regarding rating on general obligation bonds. /s09 Memo from Transit Manager regarding work program for new transportation planner 16-10 Copy of letter from Iowa Beer and Liquor Control Department concerning Serendipity Devil's Den. 15-11 Cable Television Ordinance, Request for Proposal, and memoranda from Dale McGarry concerning the CATV Ordinance. 16-12, Memo from Senior Planner re P & Z Recommendation on relocation of Scott Blvd, including map showing proposed relocation /5/.9 141CROFILMED BY ' JORM MICR( LAB CCn�R N�PII$. DCS 41011ICS 9 MICROFILMED BY JORM MICROLAB • CEDAR RAPIDS AND UES MUINL,, ,un„ City Of Iowa City MEMORANDUM DATE: August 1, 1978 TO: City Councils FROM: City Manager n►fJ RE: City Council Evaluation G"ek'CG P/,/ The evaluation of the City Council is scheduled for the informal meeting of August 7, Monday afternoon. Attached to this memorandum, for your review in preparation for the discussion, are: 1. Evaluation of City Council, July 1978 2. Manager's response to City Council's evaluation including attachments relating to disciplinary action (Civil Service law, City personnel policy, and collective bargaining agree- ment language) and memorandum from Human Relations Director concerning City employee discipline. MICROFILMED BY ,1 JORM MICR+LAB CEDAR RAPIDS • DES MINES /50-� MlwiOtILMLD BY JORM MICROLAB CEDAR RAPIuS ANU UL'' MU;;,L. EVALUATION OF CITY COUNCIL July 1978 141CROHL14EO BY y JORM MICR+LAB UPAR P.APIM IIrS momis Several weeks ago in the staff meeting, the Manager reviewed the City Council's evaluation of the Manager with the understanding that the staff would use this information and the preliminary discussion as part of the basis for the evalua- tion of the City Council at a later date. The staff also was provided with the "Guidelines for Performance Evaluation" for the City Council which was used last year. That form establishes four major criteria for evaluation (policy, fiscal management, group process and decision making). Most of the staff meeting on July 12 was devoted to the evaluation. The goals for the discussion were to relate: 1. Items which are being handled well by the City Council 2. Areas where improvement is needed E' 3. Suggestions for accomplishing improvement y1 The following discussion generally represents staff consensus and always represents the view of the City Manager. The items are not listed in order of priority. 1. While the Council would like to deal with fewer items on the informal agenda, the request for quarterly reporting from the departments and the comments on collective bargaining seem to call for more time by the Council in informal session. However, by attempting to concentrate the informal sessions on significant issues and informing the Council of other matters via memoranda, the time require- ments should not increase. 2. In both formal and informal sessions, the Council operates as a more cohesive problem solving/decision making group than previous Councils. However, the Council still gets behind in the schedule. The staff finds it difficult to determine at what level of concern the Council wishes to deal with a problem. For example, minor issues may consume a great deal of Council time while the Council deals expeditiously with major issues. The Mayor and the Manager should prod the Council when necessary to stay on the subject and on schedule. 3. When members of boards and commissions are invited to informal sessions, it is recommended that those items be scheduled and discussed early in the meeting so the board/commission members do not have to wait for extended periods. 4. Generally, the way in which the City Council handled the FY 79 budget was much improved over the Council budget deliberations of previous years. 5. The City Council should spend more time considering the annual capital improvements program. There is a feeling that the Council is not aware of future implications if bonds continue to be issued at the present rate. The staff will make a special presentation of this subject in conjunction with the budget process for FY 80. 6. The City Council should accept more responsibility for the people appointed to boards and commissions and for their actions. On the "Old Jet" issue, the Council did not hold the Airport Commission responsible in an area where they had clear legal responsibility. There have been instances where boards and commissions have taken actions or meddled in matters, including personnel, which are clearly 141CROHL14EO BY y JORM MICR+LAB UPAR P.APIM IIrS momis !'!LkUf ILMEU BY JORM 141CROLAB LEUAR RAPIUS ANU ULS Wv;fuJ, 2 beyond the scope of authority. Sometimes the public sits for an extended period of time because commission members do not show up for meetings even after receiv- ing both a notice and phone call. The City Council should make clear to boards and commissions its expectations and the relationship with staff and provide orientation for board and commission members. Also, a process should be developed to obtain more information about prospective appointees. 8. The City Council generally seems to have a clear understanding of its relationship with the Manager and staff. Normally when Council members have a problem, it is discussed with the Manager. 9. The City Council should have more public and staff input in its goal setting process. At least the public should be informed it is going to take place so that if citizens have suggestions they can be offered before the actual decisions are made. The staff would like to participate in the goal setting process of the Council. 7 10. This Council is much more discriminating in its processing of citizen complaints. The Council generally seems to recognize unwarranted citizen complaints. In the past the staff was held accountable for and was required to deal with unfounded complaints. The Council generally seems prepared to defend the staff when deserved. However, it is exceedingly important that when citizens, board or commission members, or employees bring "tales" to individual Council members, that three questions be asked: 1) What is the real reason this person is coming to me? 2) Am I the proper person to discuss this issue? and 3) Is this person trying to solve a problem or "stir the pot?" 11. A very poor image is projected of the Council when a coalition of four members seems to ignore the other Council members. The human services funding meeting for the FY 79 budget is an example. 12. The Council should consider having formal meetings every other week and informal meetings weekly. Consideration could be given to approving non- controversial ordinances on second and third readings on a type of consent calendar. 13. At times the decision or consensus of the Council is not always clear. Although we are generally doing better at this, the Mayor and the Manager should work to summarize as necessary. 14. The staff would like to substitute a quarterly report to the City Council for the monthly report. The Council discussed this but apparently reached no consensus. 15. There is a feeling that the Council is not fully aware that the City administrative system is operating on the "overload circuit." Basic services are stretched very thin and we are attempting to execute an abnormally high number of very significant projects. Contacts by City Council members with councils from other cities and professional associations will demonstrate the high level of activity being generated in Iowa City and the excellent level of staff competence. 141CROFILMED BY ' JORM MICR+LAB CFDRR WPM • DFS MOINES MICROFILMED BY JORM MICROLAB CEDAR RAPIDS AND UES fdUit+LD, ;uwn 3 16. It was recommended that the City do more to make the public aware of City activities, i.e., more extensive use of radio, annual reports, etc. Although we do not have any great ideas for who and how, the staff will be discussing this item again. 17. There have been occasions when the Council will bring up new issues on a subject sometime after the matter has been reviewed with the staff. While this process is necessary if the questions are substantive, when the question results from lack of preparation ora "feeling" rather than a specific problem, additional work is required of the staff and delay usually results. s 1; s b =f Y �I 1 p-FfLMEO BY-� 1 DORM MICR+LAB CFIMR RAPIDS • DCS MOINES 4 MILI(W ILML0 BY JORM MICROLAB TO: FROM: RE: LEOAR RAPIUS AND uE >i�iJ City of Iowa City MEMORANDUM DATE: August 1, 1978 City Council City ManagefjA,"4 Response to City Council Evaluation of City Manager It was agreed that the City Council and City Manager will establish a six- month evaluation schedule with at least one evaluation in conjunction with the budget process. These evaluations will be much more beneficial for both parties if the City Council establishes specific criteria which will be used to evaluate the Manager. This provides an opportunity for both parties to understand, in advance, the expectations for the City Manager who then will be better able to work toward specific goals. This procedure also will enable the City Council to identify administrative priorities and reduce the tendency to base evaluation factors upon a limited number of events which, when viewed in the entire context of the City Manager's responsibilities and relationships with the City Council, may or may not be significant. The evaluation information sent to the City Council on June 16, 1978, included several specific examples of evaluation criteria. The Manager will be pleased to work with the City Council on this matter. RESPONSE TO COUNCIL COMMENTS 1. Comment:Be strai htforward with the Cit Council. The City Manager will be very much aware of this issue and will respond appropriately in the future. However, it is interesting to note that the two items mentioned involved issues where there was strong emotional involvement by all parties. High emotional involvement tends to affect both the perception of facts and their significance. The Manager has discussed the issue of the demolition of "Old Jet" with Linda Schreiber. She indicates that at no time did she give orders to anyone con- cerning the demolition. In the total context of the issue and the time frame, the actions seem appropriate. There was a period of time after the plane's removal where efforts were being made to acquire a new plane and the existing plane was deemed beyond repair. Linda was providing information as to what action had to be taken to comply with the Federal law for disposal. 2. Comment: The Manager counts Council heads re ardin number of votes for a specific proposa is was mentione y t e C ty Counci severs years ago. Since that time the Manager has made a concerted effort not to have the attitudes of the City Council affect the nature of recommendations to the City Council. The degree of support evidenced by the City Council does and should have an influence upon the work program of the Manager and staff. For example, the project goals of the Council and other programs supported by a majority of the Council should receive more immediate and greater attention than issues raised by a single Council person. 111CROFIL14C0 BY JoRM MOCR46LAB CTPAP PAPIPS • PI:S MO1NCS 1�i<UFILMED BY JORM MICROLAB CEDAR RAPIUS AND UL; I1Jli.L� 7. Comment: Quarterly qoals and objectives reports from department heads. For some time the Manager has felt a need for quarterly reviews of this nature with the City Council. These will be beneficial for both the Council and the staff. A schedule for the current fiscal year will be prepared in the near future. However, it is unclear as to whether the Council wishes to continue to receive the monthly administrative reports from the department heads. The Manager finds the monthly reports useful for his purposes. 8. Comment: Not tough enough on eo le who do not do the 'ob. As specific problems or instances were not mentione n itdifficult to respond to this item. The degree of "push" that is needed should be related to the established goals of the City and the departments. Generally there has been very significant improvement in these areas. The Council may be concerned about additional projects or inquiries to which the staff does not attach the highest priority. Additional specifics in this area would enable the Manager to respond more directly to your request. 9. Comment: Concerns about collective bar ainin . Detailed information on this subject has been prov a prey ously. 1 1, 141CROPILMED BY JORM MIC R¢LAB UPAR HAPS • Of5 MOPIES City Council August 1, 1978 Page 2 At the time of our discussion there was no recollection of a single incident. Specifics would be helpful. I believe that I am dealing with this item in the manner in which the Council desires. If in the months ahead there is a relapse, please let me know. 3. Comment: The informal agenda is too extensive and there is a tendency to hurr the discussion before consensus is reached. The informal agenda a' wil be reduced in scope to comply with your request. Where possible a memo- randum of information will be used as a substitute for additional items on the informal agenda. Perhaps this will alleviate the discussion rush. 4. Comment: News is released before the Council receives it. The Manager and the staff are very much aware of this need. Our policy is to call each of you individually or provide the release in the packet to you in advance of general distribution if the topic is of major importance. However, there was a slip-up recently. We will do our utmost to be sensitive to the kinds of information which the City Council desires to receive in advance of general r release. 5. Comment: Clarify the role of the administrative assistant. The creation of the position of assistant city manager, with the revised position description, should go a long way toward resolving this item. 6. Comment: A question concerning procedures for dismissal of employees. As it was not clear as to the nature of the problem, the Manager agreed to provide to the City Council (enclosed) the applicable portions of the State law, City personnel policy, and collective bargaining agreements. In addition, a revised draft of the City personnel policy is being prepared. This change will include amendments to the disciplinary section. The Council will review i . the changes to determine if they meet the expressed concerns. 7. Comment: Quarterly qoals and objectives reports from department heads. For some time the Manager has felt a need for quarterly reviews of this nature with the City Council. These will be beneficial for both the Council and the staff. A schedule for the current fiscal year will be prepared in the near future. However, it is unclear as to whether the Council wishes to continue to receive the monthly administrative reports from the department heads. The Manager finds the monthly reports useful for his purposes. 8. Comment: Not tough enough on eo le who do not do the 'ob. As specific problems or instances were not mentione n itdifficult to respond to this item. The degree of "push" that is needed should be related to the established goals of the City and the departments. Generally there has been very significant improvement in these areas. The Council may be concerned about additional projects or inquiries to which the staff does not attach the highest priority. Additional specifics in this area would enable the Manager to respond more directly to your request. 9. Comment: Concerns about collective bar ainin . Detailed information on this subject has been prov a prey ously. 1 1, 141CROPILMED BY JORM MIC R¢LAB UPAR HAPS • Of5 MOPIES MICROFILMED BY JORM MICROLAB 1. CIVIL SE .5 servim employees may tire Is constihr- tinpai. Op.Atty.Cea. (flnusen), Oct. S. C9i4. 2. Construction and application In the fields of civil service. the terms "appointment" and "promotion" are not synonymous: cot appointment neccsaril Wr'es romollon sad am- dd non wh'Ch a promo• lion may be effected. Dennis T. Bennet, 1gpG,+ owa , 40 N.W.2d 723. where oily animal Collector did not regard himself as a regular pollee offl- Car, as indicated by bis failure to pay membersbip fee or any assessment for t policemen's pension fund, and duties which he performed for police depart- ment did not serve to ulter his civil service =talus as animal Collector and he did not Contend that attempted tempo - eery appointment as a patrolman upon his return from military service made hon a regular patrolman, animal celiac - tot nerer held position of patrolman. hod, hence, was not entitled to Wnefits soldier's preference law. Ablest V. y vr '•utser, 1946, 2Vr Iowa i, 20 N.W.2dd [blm te Administration to person holding p, I' of city animal Collector of the each of a pram officer, and delivery to by chief of police of a Certificate of ority and a policeman's badge and pment, or knowledge by members of council that he was performlug ex - duties In division of department of lic safety other thea hisposition as 1.mal Collector did not give him a rlvll r;ce classification as a patrolman hu .pa:Ice department. Id. In making nPpilnlments to It city Po- lim department under civil service law, mmmLsioner of public safety could not go outside of list submitted and he must grant the preference which the law re• quires. Znnfes r. Olson, 1013,'232 Iowa 1169, 7 S.ly2d 1101. By virtue of rules and regulations promulgated by the equal Opportunity rmamissloa under authority of 42 U.S. C..L 3 2t100e-12, state cmPioyms, except personal staff of eirel.rl public officials, ore corend by federal guidelines con coming pregnancy and childbirth. OP. Any.Gen. (Richey), May 4, 1972. RVICL § 400.17 Note 4 The office of chief of the police de- partment of a city operating under civil service, must be filled by an active member of the police department. Op. Alty.Gen., Jan. 23, 19GS. The 1903 amendment to subsection 1 of this section, concerning the resilience requirements of nn npplic:mt fur It city police job tinder local civil service, bo- came effective July 4, 1063 and operated prospeclirt•ly, and after that date the langtmge changed by the amendment had no prospective IC901 effect and therefore, n policeman who was living within the Confines of a city at the time of the change In Inc, Could, utter July 4, 1963, more outside the city so long IS he stayed In Iowa and so long as the city Council passed no ordinance requir• Ing that poncenten reside within the couflnes of the city. Op.Atty.Gea., Oat. 4, 1905. Employees, whether occupying super. visor' positions or not, %rho were NP' pointed prior to effective date of civil service law are not subject to civil sen" im examination for their urespired tem. Op.•{ W'.Ceu.193.9, p. 0090. A person who had renderd temporary duty on police force but had not taken examination was required to take exam- Ination before being aPPohded us mm" ,.It member Ihereef. Op,Atty.Gen.1436, P. 537. 3. Purpose of law The purpose of civil rrrviec Ino relat. Ing to appointment of fire chief Is to permit cities to took elsewhere, if de- slead, for trained and cxPert fire tight. ers in selection of an individual to guide and direct the operations of Its tire dN partmeat; Impliedly he need not W an acting member of the department within the appointing city In order to qualify for the office. Dennis v. Bennet, INA, 2:S Iowa G64, 140 N.W.2d 12.4. CA 4, Pardon after Ielony conviction Where ap;•Ilcnnt for civil servlec ix -fl - tion had previously been granted full pardon after conviction of )arceny, tel• pliaunt was entitled to an oplti-rWillty of proving to civil service commission thnt although he mmnitl d ll:e net re• suiting In his conviction. be w'as now' a umn of good moral charoc;ec since the CEUAk RAPIDS AND ULS AulliL�, ;lla„ § 400.17 CITY GO S. Examination Any person desiring civil service ap- r Anrment as fire chief In city operating under commission plan must take and pass entrance exnaluation In order to secure a listing on chiefs civil service V Note 4 pardon did not o: Itself Conclusively m - store :he character of the applicant, lhouch rhe nets done by him were purged of their rrinlu:dily. Slater v. Olson. 1911, 230 Iowa 1003, 299 INN. 579. ER\MENT eligible Its-, from this list only may an appointment of fire chief be made! Dennis r. Rental. 111M 258 Iowa 664; 140 N.W.2d 123. 6. Citizenship lVidne police officers in communities Careened by civil serrice are required to be United States citlearu, no such re-' quimment exists for a police officer In, a community whose pollce department Is not governed by civil service. Op.Atty. Gen., Oct. G. 1966. 400.18 Removal, demotion, or suspension No person holding civil service rights as provided in this chapter shall be removed demoted or suspended arbitrarily, except as other- i6se provided in this chapter, but may be removed, demoted, or sus- pended after a hearinif by a majority vote of the civil service commis - Historical Note Derivation: Codes 1973, 197,1, 19CG, IDG2, 1958, 1954, 1930, 1941,. 1303.18. Cotte 1939• S 5700. Act 1037 (47 C.A.) ch. IN, S 14. Codes 1933. 1931, 19'27, IM -1, 1. 5702. Arts 1923-24 Ev.Sess. HO O_4.) SF. Cede Supp.1015, t Ac:s 1915 (36 G.A.) ch. 76.15 1. 2. Formerly 13r7,,18, Code 1973. Re- numbered as 1400AS by Code Editor In ifri. Acts 1037, (47 G.A.). ch. 156. 4 14, re• ponied section 5702, Code 1035, nud Oil - acted present code section 400.18 In Ileo thereef. Repealed section 5702 read is follows: •'So person appointed train the civil service list shnll be removed arbl- trarlly, but rnuy be removed, after bear. Ing, by a majority vote of the civil sere. Ice commission, for misconduct or failure to properly perform his duties." Cress Rolerences Soldiem' Preferenm Law, removal of officer or public employee under, sce 170.6. Law Review Commentaries Ad:jinis:ra:lve Inn', civil service cans. Nev. ]044 20 Town L.Ilev. 115, 118 mission as bath prosecutor and judge, (Xm•.19401. Library References \lualcipal Curprtations PIS<, 1Kd1), C.J.S. \funlclPnl Corporations it 518. 19S(Ij, 21St]]. 5577, 578, 582, r04, 100, 734 of sail. 441CRO-FILMEO 8Y JORM MOCR40LAB CEDAR RAPIDS s DCS MOU0 9A M ILROrlLi•ILD BY JORM MICROLAB CIVIL SERVICE § 400.38 Note 4 Notes of Decisions Action 3 Commission 7, 8 Determination or order of commis. elon 8 Powers, duties, and review by cam• mission 7 Construction and application 1 Demotion 5 Determination or order of commission 8 Evidence 10, 11 In general I Presumptions and burden of proof II Historical 2 `✓ Notice and hearing 6 Powers, duties, and review by commis. aloe 7 r Presumptions and burden of proof, evi. deeee II Reinstatement 9 Removal or discharge 4 Review by courts 12 I. Cdr0ructlon and application Th Mallon, vete not strictly under civil service and %veto not within ff 50", 569Y, STIP:, 57tH, now this ...lion xad if 400.5, 400.11, 400°0, regulating removal and npp:vtl to civil service commission. 11'0111119 v. Civil Service- Commission of City of Des Moines, 1032, 214 low& 1136,'243 N.W. 171C. 2. Historical III Misbach v. Civil Service C.ommLv- slon of Cedar Rapids, 1911, 230 Sown 323, 207 N.W. 2S4, the court said: -MIs section first appenrs In Section 1056- 832, Par, c, Code supplement of 1915 In the Code of 1924 the chapter was broken Into sections, and the one In question Appears ns Section 5702 In the Code of 1939," CEDAR RAPIDS AND ULS ,•fulfil, 3. Action Policemen are public offlcers within meaning of f 66.1 and an Independent notion will lie to remove a police officer ethic rill service status, Op.Atty.Gen.. April 26, 1D61. e Provisions of this section and the Soldiers' Preference Law, f 70.6, limit. Ing basis for removal of d civil service employee to Incompetency or misconduct were not intended as a cloak to corer misconduct, Incompetency or fnllure to perform official duties, but w Intend• ed to 0rovide some protection And snfe. guard a Alnst nrbitrary action of super). J07 -01 I morin cm o -.s or ff-I nsother'ban those namtt n ttes. Au crson r. air o vil inCOm'rsofCityofDes Molnes, Iowa 1164, 230 W. 493, 12T A.L.R. 452, Provision of Code 1931, f 3695, now, in part Incorporated In f 400.7, tbntj,r spas obtaining positions after cam tl• five exam An on or on s,ttons A to on9 an c to ent Service MAY bA reutovell only for cA,,.m. Protected only t osc ottupy gg cd-il 'sen'!vr Positions Ind not a In attar 1 , 4. Removal or discharge Discharge of water motor repairman or city, who had civil sen•Ice status, by civil service Commission of city was not Invalid because only two of the three rmnmis loners were present at the hear. ing, In vire of fact that commission has Power under statute to remove a person bY a mdjorlty rote of the tommisslon. O'Connor v, Toungbinde, 1959, 250 Town i SOS, DO NAV.2d 457. Civil Service Commisslan of city may, after hearing, remove nn catploeee, who has civil service status, regardless of whether employee has previously been removed by person having the apNInt• Ing power. Id. Affor completion of six months' pro- bntionary period p!nlntlff s appalatgtect n •`ns flea Cott 1 1 g ns •Int nrr It aerb,r In elr[ health do. [;a sPeclsl skill Ot�irf . Ash v. Board ariment lvrame final aad city couacl! of Uric liervtoo Co:n'n of City of Des and met Santee coma!ss!oa had no Moine, 19,33, 215 TOu'3 D0.., 247 N.R' right to discharge plaintiff except for 204, rauze, :wns•Ithshtnding fact that another cilli serdce cxan:dn.e all pillifl vl list Persons excused by Code 1931, ¢3115, was entitled to preference is an honora• now. In part, f 400.7, from taking oxnn]• bly discharged war veteran. Glenn r. "I ue„ $ 400,18 CITY GO Note 4 Chaa l.•rr. 1pJl. 242 Iowa 760, 43 V.W. 2d 2; 1, A ci`'it sen'ice appointment MAY be set nslde irresptetire of statute where npV>tr.:r� has not pasu-d re,!nired civil ser,l�• esnlnlnation and was therefore lnellyible for Appointment or where It was obtained by fraud of Appointee. Id. A mere irregnlaritc or adstnke in M In Ant Is or. diuorile Inenfficienr bails for soft I n11,Lq After probation period has expired, especially sv ere appo n ee was to Co. stionslble for error. Id. The removal of a police officer who vas a civil service employee And an honorably dlscbargtd soldier on sole ground that he failed to pay Itis credi- tors was nrbitrhrl' and void where offl. cer did nil he could to fulfill obligations which were in the main for necessities and which he was unable to meet due to Adverse circum fences, notwithstanding that city officials suffered sante town. venience And annoyance. from such offi- cer's creditors. Anderson T. Board of Civil Service Com'n of City of Des Molues, 1940, 22T Iowa 1104, 290 S.w. 4113, 127 A.L.R. 4Sp. A chief of police muy remove n politr- m0% for conduct less than crime or on r'Weacr insufficient m convict. Frons• dahl v, Civil Service Commlssion of Des MOIres, 1920. 159 Iowa 1344. 179 N.W. S7 f. The rower or rnmncel from Offlc 1 I14 led from the vower of nppommenl fat absence of statute or constitnllon- d provisions: but the lower of ren,nval iA well as flint of hplol t hA czpttvsdy or ImPliedly regulated by con• ....... omw pruvtswns, or stn line• k. o , _ , a_ lou•% SOS, 132 NAV. Al. 5. Demotion Though Police detectJ%Tq had hislori- citify been Paid as much as sergeants, Firing detectives A I.sser pny false than other mendn•rs of thePolice 4rpnrmont was not a "defaUllPa.' within this an. 1Phrrs• t:.:ef of fire department called tion precluding demotion except After Alleged ml-,Ondacf of fireman to the at. hearing by :I majority rote of civil ser`.. tonrinn Of :lin Chi) Service Commission too commission for neglect of duly, dlso. and ndvl••-I the Commission that the bodteace. misconduct. or failure to prop• fireman halt been guilty of misconduct erly perform one's (Intles, where city on more tl.an one occasion and was not 1 100 1 \'Elf\l1E\T ,vus Just Lard In patting defectives and sergeants !n different compensation dns• sific°tion• In that sergeants were Imme• dime Stl treisufs of deteetives, had grentvr s:.pa•rvIsory And administrative responslbl:!tie., and wet, subject to higher ea.ployrnent standards than rl - tectives. Brightman v. Civil Service COutissloa of City of Des Iles Moines, 1973, 2m01 N.W.21 353 4 - Denial to those In one civil service clnsslfication of a raise given to those. In flum ter Is not a `demotion" within provision of this section Precluding de- motion extrpt after hearing by a major. Icy rote of the civil service commission for ue91om of Italy. disobedience, lots• conduct, o: failure to properly perform one's duttta. Id. S. Notice and hearing Charges see Sates of DKISlons under € 400.22. Micro city manager suspended meter repairman with cf91 Merin status In; city stater department for ten days, but I city couuci! Insisted on discharge of me. for repnl:aan, and meter repairman: was notif!?d of council's resolution to: that effect. and he, through his attor-r ney, norif!.d civil .,trice commisslon of " city that It appealed, and. In response to notice of appeal, city, through Its'; manager aad Assistant Attorney, fDed p sPeelficatic•ns and charges and prayed r flint meter repairman be disrharged, and l the matter came on for hearing 27 days;: later, And meter repairman and his at. i torney vol:ntarlly appeared and fully pnrticipala ! in hoarlug, and commission I found melee repairman guilty of neglect 1 Of duty n.^d misconduct and ordered that be be discharged, meter repalrmnn, by his npr+aranre, submitted blmself to cOmmisilon's Jurisdiction and rendered j notice urgetrcAary that Commission { would prr..,ed In exerclAe of original t Jurlsdictio:, to hent, char... ngninst him,'( rather th;m merely conAlder his suspen- I Sinn, O'Capfo,r v. Youngblade, 1959, 250; Iowa Nn, f4 S.1C2d 457, . IdICROf ILFICO DY f i JORM MICR+LAB MAR PAPTq • Ors 140RIfs MICRUI-ILMED BY JORM MICROLAB CIVIL SERVICE § 400.18 Note 7 a fit pawn to be employed on the de. partment• and thereafter the commission gave the fireman (lite notice of hearing of charges, and Cremnn was given prlvl. lege of appearing :file, heing represented by counsel tort did not appear nor offer evidence, suspension of firemin was proper. ?lisbnch r• Civil Service Com. mission of Cedar Rapids, 1041, 230 Iowa 323, 297 N.W. 284. In this case the court said: "In the case at bar, the Civ. It Service Commission did nothing what- ever until the Chief of the Fire Depart. went called the matter to the attention of the commission and advised the com- mission that the appellant had been guilty of mi,ronduct on more than one occasion Ind was not it fit person to be employed on the Department. 'The Sandnhl case holds that a civil service employce In entitled to n fnir and Impurtial trial, by a tribunal that wens open minded. That the Civil Ser'- {, rommK Ion crin of • s :mil fairly try one c nr nl with a viola• tion vi the ridex. It nuts[ be Rept In min a t .e charges In the Snndalil ease were p:epnmd and filed by the Cie. II Service C.,mudssion. In filo case it bar the Chief of the, Fire Department forwarded to the Civil Serie Coinds. Qml n detailed stilnlwnt of the conduct of 3r:sbaeh. Ise nddltlon to the Chiers statement, the Civil Service Commission hid before it 3fisAich's service mcord. showing his conduct since he entered the Fire D.pa.tment. No one, it secn.s to us, can read the Ciders letter, and Mme to nor other conclusion other than that the charges against 3lbbach were so complete and spedfle. that 311sbach knew definitely what he was charged With. It was the Chief of the Fire De- partment Artie commenced the proceed• fags before the Civil Service Conmds• sion mad not fine Civil Service Commis. sion Itself. 3lisbach had due notice of the hearine. Ninny witnesses testified eforc the connlsslmn. Vlsbach vans glen ;he prh•Ilegc of appearing and G•Img represented by coamsul If he de- sired, He did not appear, nor did he of. for any erldrum." A World wnr veteran appointed as Des Moir" license collector for all In. detinke term could not le removed on fullum to pass competitive civil service vxnullnitkm. without charges, notice and heaving provided by Sc.dlers' Pref. emnec Law, now 1 70.6. Jol:ce A. City of Des Moines, 1030. 223 Iowa 1342, 2M .N.W. 924. Dismissal of claim agent under ordl. nonce vacating offim to reduce number of city employees did not violate Civil Service Law provision for hearing of charges against employee. Kern v. City Council of Des Moines, 1931, 213 Iowa 510, 239 N.W. 104. - 7. Comm lstlon-Powers, duties, and m view by commission Where city detectives were paid at rate of police sergeants, but city council therenffer increased pay of police ser• geants more than It did pay of dcteo• lives, city civil service commission had Jnrisdiclion of appeal by detee(lvea on ground that ordinance was an illegal da, motion of detectives. Brightman I. Civ. If Service COmmiulon of City of Des \ IOU) I",1 C 1t' 12 .loincs, .. 2d 8 I Undo this section, Civil Service Como. mission has original Jurisdiction' and may instiluty prociedlngs against mu. nicipal employee as against conteutlon that Jurisdiction of commission Is aptel• late only. >lisbnch r. Civil Service Commission of Cedar Rapids, 1041, 230 Iowa X3 207 N.\1'. 2S.1. A nmud. Ips] civil service commission has Jurisdiction to hear ami determine In npl,ml cases all mntlers Involving the rights of civil service employees slid may affirm, modify, or reverse nay ease on Its merits. 316lach v. Civil Service Commission of Cedar Rapids, 1041, 230 Town 323, 297 44.6-. 254, in this case the court said: "It Is the cententlon of appellant that Section 57112 (now this sectlnnl only ling the effect to give the commission nppcllnte Jurisdiction be. cause the section prohibits arbitrary re• movnl -except as otherwise prodded: :sed bran., of the following sections prodding for appeals In certain cases. But In order :o make such a contention tenable It wvuld be recessnry to delete nll of Ihr words in the section foUrring 'rxmpl its otherwise provided' and to trent them ns of no effect, tins Vlolst- Ing the cardinil tide In the construction of stilutes that every senttnec, word and phrnso must, If l,ossible be elven ef• feet." CEDAR RAPIDS AND L)LS I•101;1L., § 400.18 CITY COVERN9IENT Note 7 Under this sec;iao, dual functions Ire delegn;ed to and imposed upon \funic]• pal Civil :e.%ite Commisd,.n to protect em,.a.,Vs yt4snacn V. aril service 'ommission of Ccdnr Rapids, 1041, 230 Iowa 323, 207 N.R. 254. In this case the 'court sold: "No civil service employee may be or. bitrarily discharged or suspended by his superiors. He his a right of appeal to the commission, which has power, after It hearing, to set aside or overrule n ca- prlclone removal. The commission Is protection and n shield to the civil serr- Im employee against no arbitrary or cn- prielous removal. "In the case of Dickev v. Civil Sere. hr Commisslon, 201 town 1135, M N. NP. 901, 9113, where them was mo appeal •• by the civil service employee, this court said: -Section 3704, Code of 1024 Inow this section), prohibits the arbitrary m movnl of any person appointed from the civil service Inst which Is furnished by the commission after proper exI n ian. tion of appliMnl, but authorizes such removal by n majority of such comlois- slon, after hearing• for misconduct or Wince to inform the duties nssign0d.' 'Agnln In Fetters v. Culh, 221 Iowa M9 2G5 N.W. C25, 827, where on npiwnl from no order of Indefinite sus;Tnition the Commission niter a hearing dls• missed the nppeil and ordered n final dischnrge and It was claimed that the commission had exceeded Its Jurisdiction by going beyond the append, this conn on certiorari overruled such contention, saying: 'Without any appeal whatever, the civil service commission. under ser tion 5702 of the Code of 1931, had Juris• diction to try appellee apoa the charges and speelficatiuns of misconduct filed against him, and discharge him If flier were established. Mohr v. Civil Service Commission, ISO town 2240, 172 N.W. "Also, In Luke v. Civil Service Com- mission. 223 Iowa 159, at tinges 106, 197, 27p N.\\:?d 413, 447, it wens sold: 'In Dickey v. Civil Service Commission, 201 Iowa 1133, 205 N.\P. ill, no sperlfiM• Bons of charges whatever were flhd, but In that nusc this court held that the T'- •s°'"• 141CROEILMED BY JORM MICR+LAE3 MAP IWIOS • PES 110MIS filing of certain other documents and [tie adoption of n rfelatlon by the city council, together with a notice sent to the nceit"I to the effect that If miswn- duct was shown Illy officer found guilty would be dlschnrged, were held suffl. cient to give the commission jurlsdlc- tion, whether In strict compliance with the staluh• or not. Mohr v. Civil Serr• Ice Commission, ISO Iowa 240, 172 N.W. 275; Tilley v. Crawford, 381 Iowa 1219, IGi N.W. 345; Fmnsdnhl v. Civil Be" - Ice Commission, 2,1* Iowa 1344, I79 N. W. 874.' "So we find that this court has con. slstently Bald that file Cirll Service Conunksion under Section 5502 hes original Jurisdiction. If the statute shonid he changed It Is for the legtvla. five brluneh of the government and not the Judicial:' Civil service commission bad Jurlsdic- tion to try police officer who had been suspended on charges of misconduct and to discharge officer if charges were es. mblish.d, even It no appeal had been Inken from suspension order. Fetters r. f Guth. 1930, 221 Iowa &79, 205 N.W. 025. `. A AU• civil service commission bed Jurisdiction to confirm file discharge of n poliMmml, whore he find recently lien suspended for Intoxication, tl=gh the I evidence will; Insufficient to Justify a dischnrge on the ground of footing slums. Pronsdald v. Civil Se,:tce Com• mission of lies 3lolnes, IM, 149 Iowa 1344, 159 N.W. 874. \them, on appeal to the civil service' commission from his (lIaNnurge, n pollee - loan minnlns silent and makes no dental or explanation of Incriminating circum- , sten es shown, st • me be con* ; I, dered by tilt MIInInIS�I e force of vu stmmlvo evidence the stet• lite forbidding consideration he the urs u trent nuts silence not annivine. Td. 'r Under Code Supplements) Supp.1915, 1 10:.6-n32, subd. "c" flow Incorporated In this section, the civil service commission of the city of Dos Nlolnes had jurisdic. tion ml its own motion to hear charges against n polis, Officer, .where the chief of police suspended the officer end tee parted the suspension to the superin- tendenl of public safety, who approved the order of suspension. ('Donnell v. ]n,) 1.11LRUO ILMED BY JORM MICROLAB CIVIL S Civil Ser'Im Commission of City of Des Moines, 1910, 173 �.\\'. 43. Cnder CoJe Supplemental Stipp' 1915, S lO5G-a32, sol -l. c, now Incorporated 1n this section, the civil service commission of [lie city of Des Moines had Jurisdic• tion to hear charges agpdnst a police of. floor, where the chief of police suspend- ed the officer and mnde a retort of the charges and suspension to the superin. tendent of publle safety, who formally approved it In writing and forwarded It to the commisslon. Mohr v. Civil Serv. ICP Commission of City of Des Moines, 1019, ISG loan 240, 172 N.W. 27S. n )Where police officer was discharged ny mayor and his nctloo was upheld by civil service commission, after elapse of over three years from date of Ice decl• slon the civil service commisslon could not gran[ n rehcuring• p.Atty.Cen. 1940. p. 182. ERVICE § 400.18 Note 9 'indefinite suslrnsion: A dismissal of the apponl tens therefore proper." Where civil service mniml lon after hearing found officer guilty of charges warranting removal, commission had Jurisdiction to remove offimr without Preliminary order of suspension. Fete Celli V. Guth, 1036, 221 Iowa 359, 265 N. \C. 625. Order of civil service commission on. terel after a hearing, dismissing police oftimrs appeal from order of "Indefl. nile suspension;' wens equivalent to or. der of "discharge" based on finding that officer was guilty of charges. Id. 9. Reinstatement Sm, also, Notes of Decisions under H 400.19, 400.22. Cale Supp•1907 1670c. required the Police and fire commissioners to take CEDAR RAPIDS AND uL� %i eau, •J1"' § 400.18 CITY GO Note 9 state" meaotne. In some cases, merely w remire Ieark into employment generally. irres;,ective o: any part!cnlar position. Nar es v. CLy of Dubuque, 1911, 132' N. W. cis; Maney v. rickley, 1911, 152 Iowa J». 132 N.W. SS3, Civil \Pur veterans, wrongfully dis• charged as policemen by the civil serr- Ice commissioners upon complaint by the chief of police, could not. upon rebs• statament recorer L=am the city f} etr salaries for the eriad of sus ensuon, on �1'2'ardlnjz e ground that Innpossibil lty o. entl- ing their successors In office prevent - recovery Isom such successors. v. City of Des \loines, 1022, 103 Iowa W. 1C4 N.W. 135. Where the chief of police of a city tiled a complaint with the civil service commissioners against two policemen who were Civil Wnr veterans, for In- competency, and upon a hearing before the commissioners under regular stntu• Cory proceediogs the policemen were dis• charged, the city was not instrumental In cousin, their discharge, and was not liable for their salaries between the time of discharge and reinstatement; the action of the chief of police not being under municipal, but statutory, authority: and the city could not le held Kahle for their salaries during the suspension period on the ground that to net was an evasion of the preference statutes; the discharge having bmn based wholly oil incompetency, rind the reinstatement having resulted tram n finding on npiral that incompetency find not trt'n shown. id. VERNMENT against city police officers for bribery mod consplracy, should not have been r ceiced In evidence by city Civil Service Commlaslon at hearing of charges ngalnst such officers after dismissal of Indictments. Luke v. Civil Service Com- mission of Sioux City, 1035, 225 town 159, 279 S.W. 443. Evidence before n city civil service commission, tending to Implicate a po• liceman In the looting of stores and showing suspenslon for Intoxication, gave [hP commission Jurisdiction to con• firm an order discharging a policeman. Fronsdnhl v. Civil Service Commission of Des Moines, 1920, 169 Iowa 1344, 179 N.W. S74. The civil senloe commission, on an appeal from the discharge of a police- i man, is an administrative tribunal, and j mar Admit r ipa"Ay evi enm on permit• tib the chlet of nolim to uscose t e growers upon w•Alch he acted Is not pile• g�)•h JLCOORl3ta 0 Pa nniPr : once. Id. If. — Presumptions and burden of proof A city seeking to remove a police offi i cer who was n civil service employee and an honorably discharged soldler en- titled to preference held burden of pror• ' Ing incompetency or ndsronduct. Ander• son r. Board of Civil Service Com'rs of City of fres Molnes, 1940, 2227 Iowa l l W 2510 N.W. 493, 127 A.L.B. 4S9. 12. Review by courts it is only o: supreme court to can. lhmyment of saln; ton de facto offl• strut civil service statutes libornily with mr nr is r.. roe rrrc tom a city o view' to promote their objects and ass!ct toe de jure o tfmr, and, where. Civil pnriles In Obtaining Justice. Brightmrn 1�n—,r%otor-an-i,--m-embcrs of as city police v. Civil Service Commission of City of form mnsisting of n filed nuclei of men, Dos Moines, ItM19, 171 N.W2d 612, were wrongfully discharged for Incompe• Where dell service police cfflmn, Conry by the civil service commissioners, Where claimed unpaid salary Increases fol. on the romp L•lat of the chief of poll W, Inwing their promotions, entered Into and Clio form ::as filled up to full nacho slipulatlnu with city, city filed appllca• with other men. who received the solu• tion to wodip• stipulation and appllca• ries of the discharged men, the city ons lion 0 fiurmince nation nal e9dence net Iinhe Co. the salaries of the Initerime consisling of unlnlexed resolution rt - tom the ane of dLc state to the time pooling factorial parts of resolution stip—placed to, nal officers; were not glren opportunlly In nitark Its ralhlity, ;,,mg- Id. EsIdence-In general nillmt and nppllculion of resolutlou !a The mim;tes of testimony before determinallon of ensu went outside the grand Jury. returning Indictments remnb unit constituted mrenib!e era.. 104 :41CROFILMED BY JORM MICR+LAB 17DAP PPPIDS • OlS MINES ontl; to secure and maintain an honest and efficient police form. Section 67W S. — Determination or order of corn• required the hoard to hold examinations mission of applicants for positions on the police Where police officer, upon appeal to form, and to certify to the chief of po• chit service commission from order of lice the ten names of the highest stnnd- "ladefinite suspension" for misconduct, Ing; all vnenncles to be filled from such was found mdily of charges after n list. Section 6791 mnde the police form hearing• dismissal of appeal and affirm• to rousist of a tnnnhol, ex officio chief ince of order *dischtirging" officer was of pallor, to be. appointed by the mayor, , opx•n where words "Indefhdte suspcn• and such other officers as the city roan• Mon- nr.J "discharge" were used later- ell might designate, and provided that chnngcably by chief of police In releas. the council should fix the numla•r of pa - Ing menbers of police department Pend. llmmrn. Section GiOg regnirnl the chief ^ appeal to civil service ronmmisslom. of police to appoint the police form: )Iters v. Guth, 1016, 221 Iowa Will, 2G5 and section 679h made all officers ex. .-{t', 625. In this case the Wort said: Wirt the chief of police removable he "The fact that the commis ion, lu dis• the board o1 pullet and fire commission• nnisshig the appeal. used Ile words 'dis• ere for misconduct, and muDorizotl the missed from the order of discharge; In. chlef of police to suspend or discharge stead of from on order of 'Indefinite tiny memler of the form• provided that suspension,' could not have been prejudl• one suspended or discharged might op. Hal :o appellee. The main fact Is that peal to the lanrd. which, if the grounds the appeal was dismissed, and that ape of suspension or discharge erre found peal was from the order of 'Indefinite Insufficlent, should reinstate ruch mem. suspension: It Is Immaterial [lint the ler. Cpoi mlrstnlement by the taard commission may have mistakenly called of a pollen captain suspended by the It an app eol from an order of discharge. chief of police, the chief could doter::lne The tnntror before the comuds;slou was, In what branch of the police servko the In fact, the appeal from Che order of reinstm„ 1 offla•r Amdd he employed suspension actually mnde. it cony nlso slid loom nerd not reinstate ::Ice as po- be said that an order of dlscbnrge is lice captain, bol could require him to rt- broader than no order of Indefinite suns- part fur duly its police patrol: to "sus- pension, If flue evidence tens sufficient pond" Or "discharge:" meaning to to. to Justify an order of'dlacharge; It was more, either tcmporhnly or permanent• nemssarly sufficient to Include one of ly, front employment: and to "roln• +no CEDAR RAPIDS AND uL� %i eau, •J1"' § 400.18 CITY GO Note 9 state" meaotne. In some cases, merely w remire Ieark into employment generally. irres;,ective o: any part!cnlar position. Nar es v. CLy of Dubuque, 1911, 132' N. W. cis; Maney v. rickley, 1911, 152 Iowa J». 132 N.W. SS3, Civil \Pur veterans, wrongfully dis• charged as policemen by the civil serr- Ice commissioners upon complaint by the chief of police, could not. upon rebs• statament recorer L=am the city f} etr salaries for the eriad of sus ensuon, on �1'2'ardlnjz e ground that Innpossibil lty o. entl- ing their successors In office prevent - recovery Isom such successors. v. City of Des \loines, 1022, 103 Iowa W. 1C4 N.W. 135. Where the chief of police of a city tiled a complaint with the civil service commissioners against two policemen who were Civil Wnr veterans, for In- competency, and upon a hearing before the commissioners under regular stntu• Cory proceediogs the policemen were dis• charged, the city was not instrumental In cousin, their discharge, and was not liable for their salaries between the time of discharge and reinstatement; the action of the chief of police not being under municipal, but statutory, authority: and the city could not le held Kahle for their salaries during the suspension period on the ground that to net was an evasion of the preference statutes; the discharge having bmn based wholly oil incompetency, rind the reinstatement having resulted tram n finding on npiral that incompetency find not trt'n shown. id. VERNMENT against city police officers for bribery mod consplracy, should not have been r ceiced In evidence by city Civil Service Commlaslon at hearing of charges ngalnst such officers after dismissal of Indictments. Luke v. Civil Service Com- mission of Sioux City, 1035, 225 town 159, 279 S.W. 443. Evidence before n city civil service commission, tending to Implicate a po• liceman In the looting of stores and showing suspenslon for Intoxication, gave [hP commission Jurisdiction to con• firm an order discharging a policeman. Fronsdnhl v. Civil Service Commission of Des Moines, 1920, 169 Iowa 1344, 179 N.W. S74. The civil senloe commission, on an appeal from the discharge of a police- i man, is an administrative tribunal, and j mar Admit r ipa"Ay evi enm on permit• tib the chlet of nolim to uscose t e growers upon w•Alch he acted Is not pile• g�)•h JLCOORl3ta 0 Pa nniPr : once. Id. If. — Presumptions and burden of proof A city seeking to remove a police offi i cer who was n civil service employee and an honorably discharged soldler en- titled to preference held burden of pror• ' Ing incompetency or ndsronduct. Ander• son r. Board of Civil Service Com'rs of City of fres Molnes, 1940, 2227 Iowa l l W 2510 N.W. 493, 127 A.L.B. 4S9. 12. Review by courts it is only o: supreme court to can. lhmyment of saln; ton de facto offl• strut civil service statutes libornily with mr nr is r.. roe rrrc tom a city o view' to promote their objects and ass!ct toe de jure o tfmr, and, where. Civil pnriles In Obtaining Justice. Brightmrn 1�n—,r%otor-an-i,--m-embcrs of as city police v. Civil Service Commission of City of form mnsisting of n filed nuclei of men, Dos Moines, ItM19, 171 N.W2d 612, were wrongfully discharged for Incompe• Where dell service police cfflmn, Conry by the civil service commissioners, Where claimed unpaid salary Increases fol. on the romp L•lat of the chief of poll W, Inwing their promotions, entered Into and Clio form ::as filled up to full nacho slipulatlnu with city, city filed appllca• with other men. who received the solu• tion to wodip• stipulation and appllca• ries of the discharged men, the city ons lion 0 fiurmince nation nal e9dence net Iinhe Co. the salaries of the Initerime consisling of unlnlexed resolution rt - tom the ane of dLc state to the time pooling factorial parts of resolution stip—placed to, nal officers; were not glren opportunlly In nitark Its ralhlity, ;,,mg- Id. EsIdence-In general nillmt and nppllculion of resolutlou !a The mim;tes of testimony before determinallon of ensu went outside the grand Jury. returning Indictments remnb unit constituted mrenib!e era.. 104 :41CROFILMED BY JORM MICR+LAB 17DAP PPPIDS • OlS MINES I.11Ck0f U4LD BY JORM 141CROLAB CEDAR RAPIDS AND ULS ;IUL4 urs„ —24— J EMPLOYEE CONDUCT AND RELATIONS t A. MANAGEMENT -EMPLOYEE COOPERATION: Management and employees work toward the sane goal. That goal is to bring efficient and economical municipal services to the citizens of Iowa City. This can only be achieved by management -employee cooperation. SUGGESTIONS: Management, ie., the City Manager and all Department Heads and supervisors, shall at all times give due consideration to all employee suggestions concern- ing methods by which the efficiency and economy of municipal services can be improved. The City Manager may set up a system for the receipt, acknow- ledgment, recording, and action on suggestions of employees for improving City services. �! PROCEDURE: Proposals that clearly suggest new or revised procedures which result in the ^' reduction or elimination of expenditures, in a revenue increase, or in.the improvement of operating efficiency are eligible for special recognition and in exceptional cases, awards. r Such proposals must be writtrn, clear, explicit, detailed and complete; and presented to the employee's supervisor, who shall in turn forward a copy of the suggestion to the Department Head, with comments concerning the feasibility, potential impact, and general analysis of the suggestion. The employee shall be advised of the status of the suggestion by the .immediate supervisor. i If the suggestion is such that significant improvement .in operations, a solution to a difficult problem, or substantial cost savings results, the department head may recommend an award of up to five days additional leave with pay for the employee, OR, an employee may be recommended for a merit step increase in salary. The final determination of the award shall be made by the City Manager. A record of any suggestions, awards, or commendations shall be kept in the employee's permanent personnel file. In case the employee is not able to express himself in writing, or if an award or commendation may be appropriate after the fact, the supervisor or department head may initiate the formal suggestion procedure for the employee with the employee's approval. The commendation or award request may be initiated and expedited as promptly as possible. D. CHANGE OF ADDRESS: Employees are required to notify the Department Head and the personnel office promptly of any change of address or telephone number so that employee may be contacted at all times by either telephone or mail. C. EMPLOYMENT OF RELATIVES: It is the general policy of the City to avoid hiring relatives of present employees. No person shall be employed, promoted, or transferred to a depart- ment of the City or to a division thereof, when as a result he/she would be working in the same place or in contact with another member of their immediate -24- 141CROFILMED BY JORM MICR+LAB CFDAR RAP1nS • nF5 I-1010ES 1.1ILROFILMED BY JORM NICROLAB CEDAR RAVIUS AND ULS -25- family 25_ family or would be supervising or recniving supervision from a member of their immediate family. Relatives, for the purpose_ of this section, are defined a. the employee's spouse, children, mother, faLher, mother-in-law, father-in-law, brother, sister, brother -in -.law, sister-in-law, grandparents, uncles, aunts, nieces, nephews, and first cousins. D. PECUNIARY INTERESTS; CONFLICT OF INTEREST: No officer or employee of the City shall have a financial interest, direct or indirect, in any contract with the City, or be financially interested directly, or indirectly in the sale to the City of land, materials, supplies or services, except on behalf of the City as an officer or employee. Non -salaried officers shall be exempt from the above provisions in those cases where the work is done on a competitive bid basis and the contract is not one involving directly or indirectly the work of the Board or Commission upon which the officer services. E. IMPROPER POLITICAL ACTIVITY: P No person holding an office, or employment in the City service, except persons duly appointed to City Boards and Commissions, or persons elected to City yy Council shall: i is 1. Continue in his position after becoming a candidate for nomination or }: election to any public office. 2. Solicit any monetary contribution to the campaign funds nor make any monetary contribution to any municipal political campaign or to the cam- paign of any candidate for municipal office. 3. Take any active part in a municipal political campaign. 4. Act as a worker at the polls or distribute badges, pamphlets, dodgers or handbills of any kind favoring or opposing any candidate for election or nomination to a municipal office. F. POLITICAL ACTIVITY NOT AFFECTED: These regulations do not prevent any official or employee from (on their own time, off duty, and not as an official representative of the City): 1. Becoming or continuing to be a member of a political club or organization. 2. Attending a political meeting. 3. Enjoying entire freedom from all interference in casting their vote. 4. Seeking signatures to any initiative or referendum petition directly affect- ing his/her rates of pay, hours of ,work, retirement or other working condi- tions. S. Distributing badges, pamphlets, dodgers, or handbills, or other participa- tion in any campaign in connection with such petition, if the activity is riot carried on during hours of work and/or they are not dressed in the uniform required in any department of the municipal government. -25- Art MICROFILMED BY JORM MICR+LAB CFDAP PW'105 • DCS M0114ES .n• I t MILkOHLMED BY JORM MICROLAB -26- CEDAR RAPIDS AND UES MUII1Li, :w G. RULES GOVERNING CLAIMS FOR PERSONAL EXPENSE INCURRED IN THE OFFICIAL CONDUCT OF CITY BUSINESS: 1. Council members, appointed officials, and employees and agents of the City shall be reimbursed for necessary personal expense incurred in the conduct of City business in accordance with these rules and regulations. The following definitions shall be in effect: a. Council members are those individuals duly elected to the City Council of the City of Iowa City. b. Appointed officials are those individuals duly appointed to Boards and Commissions, or employees appointed directly by Council. r C. Employees are those individuals duly appointed and listed on the regular payroll of the City. r, d. Agents of the City are those individuals retained on a fee basis ' or special appointment to perform valuable acts on behalf of the City. The City Council shall designate such agents prior to expense approval. r. ii 2. Rules and Regulations. L T a. Council members and appointed officials may claim per diem rates as sfollows or they may elect to claim actual expenses in accordance with these rules and regulations. 1. Per diem for out of City travel, not including overnight lodging, shall be $20.00 per clay. 2. Per diem for out of City travel, including overnight lodging, shall be $40.00 per day. 3. Per diem rates shall not include normal convention fees such as registration, banquet or special fees. Such expenses may be claimed beyond the appropriate per diem rate. b. Council members, appointed officials, and all employees and agents claiming expenses shall properly document and receipt, whenever prac- ticable, all such actual expenses. In so doing, the following guide- lines shall be followed: 1. Prior approval of the City Manager, or his/her designated representative, is required for all trips outside the City. 2. Mileage, transportation, food, lodging, etc., shall be itemized and claimed.on forms provided. 3. When a personal automobile is used for transportation, actual mileage shall be compensated for at the rate of fifteen (150) per mile. Prior approval of the City Manager ly is required for use of a personal automobile. 4. Receipts for public transportation (bus, rail, air) must be provided for full reimbursement of actual cost. Whenever a 14KROFILMCO BY "I JORM MICR+LAB unu RANO` • DFS 1401NES I- t1L,RUfILK U BY JORM 141CROLAB CEDAR RADIUS AND JL,) Jell, I. -27- ^ possible, the mode of transp,-tation selected shall be the most economical available to provide the necessary connec- tions and to accommodate meeting schedules. The class of such transportation should generally be coach or tourist rather than first class, providing space is available.. Expense for rental of automubiles will not be reimbursed unless prior approval is obtained from the City Manager. S. Actual meal exponses will be reimbursed, however, should generally not exceed $12.00 per day. Only three meals may be claimed per day regardless of the number of hours worked. • 6. Receipts for lodging will be reimbursed for actual cost, however, if a spouse is sharing lodging the actual expenses shall be reduced by 209 for the purpose of reimbursement or • charge to the City. - 7. Gratuities claimed shall be reasonable for service provided but in no case shall exceed 159. Gratuities for personal services, such as valet service, laundry, etc., shall not r be allowed. i 8. No more than three (3) appointed officials or employees shall ' attend the same meetings or conferences outside the metropoli- tan Iowa City area. Exceptions may be made if approval is granted by the City Manager. C. Travel and expenses incurred relating to offical City business, which does not require travel outside the City may be reimbursed. Meal expenses may be claimed in those instances where work, cannot be interrupted for regular meals and when such work is scheduled during normal meal hours, or in instances where other individuals are not available for meetings at a time other than a regular meal hour. d. When eligible individuals are anticipating business travel, a cash advance may be required for anticipated expenditures. This request shall be made on forms provided and shall be submitted to the City Manager for approval. All completed expense form statements shall be properly completed and signed by the employee and the appropriate Department Head prior to submission to the Finance Department and the City Manager. e. Boards and Commissions Expenses For the purpose of attending board or commission meetings, the City may reimburse members for commuting expenses (except for private automobile use, or when public mass transportation is available), child care, and/or other expenses incurred relating to official City business, which does not require travel outside the City. DISCIPLINARY PROCEDURES: Many of the benefits gained by a sound and progressive recruitment and training program will be lost unless adequate provisions are made for correcting actions or terminating employees when the good of the service requires such action. Dis- ciplinary action shall at all times be promptly administered and executed, thor- oughly documented,be appropriate to the infraction committee and shall never be., on account of political considerations, personal bias or prejudice for other than just cause. Disciplinary action may include one or more, or all, of the following: oral reprimand, written reprimand, suspension, demotion or discharge for just cause -27- �� r 141CROFILMCD BY I DORM MICR+LAB CCDRR P.APIOS • DCS MORICS rgiLROFILMED BY JORM MICROLAU -28- CEDAR RAPIUS AND ULS I.1u14u, 101,11 14. Deliberately causing Poor morale or disrespect among fellow employees, by actions and/or attitude. .. 15. While on duty, exhibits symptoms of negligence in personal hygiene or attire which brings unpleasantness to City clients and/or co-workers to the point that the City is subject to embarrassment and disrespect. 16. Has solicited or accepted money or anything of value to influence decisions in public matters or as a regard for such decisions. LNI 17. Thu employee has engaged in outside business activities or part-time employment on City time, or has used City property for such activity. I41CROFILMED BY 1 JORM MICR�LAB f.FDAR RAPIDS • DCS MOINCS The following are some examples of "cause" for which an employee may be manded, have a repri- salary increase withheld, be suspended, demoted, dismissed, re -assigned, have salary ( .. reduced and/or otherwise disciplined. Such actions may be taken for cause other than those specifically listed here. : 1. Conviction of a felony or of a misdemeanor, involving moral turpi- tude casting doubt on ability to perform the job effectively. ' 2. Abusive or improper treatment of a client, prisoner, co-worker, citizen, or other individual in the community or on the City payroll. 3. Has willfully violated any lawful and reasonable departmental City rule or regulation. or 4. Insubordination. t - f' 5• Being under the influence of narcotics or alcohol on the job. 6•Scandalous or disgraceful conduct, either on or off duty where such conduct brings the employee's department and/or City service into public disrepute. Ri 7• The employee is Offensive in his conduct or language in public, towards the or public, City officials, duty, or employees, either on or off Y : S. Disregard for the City's policy concerning EEO affirmative action policies, and orientation. •i, - • ( /goals, 9• /'t'ne employee is incompetent or inefficient in the performance ` the 1 duties of the position. of 10. Lack of ability to perform thn duties; of the Position cation hold. or classifi- 11. The employee is careless or negligent with the (of ,. monies or property the City. y 12. The employee has failed to pay or make reasonableprovisions for future payment of his debts to such an extent that such failure causes more than one case of garnishment, attachment, or lien against salaries. 13. Disregard for Safety policies, procedures, reporting requirements, and/or proper use of safety gear, clothing, or equipment. 14. Deliberately causing Poor morale or disrespect among fellow employees, by actions and/or attitude. .. 15. While on duty, exhibits symptoms of negligence in personal hygiene or attire which brings unpleasantness to City clients and/or co-workers to the point that the City is subject to embarrassment and disrespect. 16. Has solicited or accepted money or anything of value to influence decisions in public matters or as a regard for such decisions. LNI 17. Thu employee has engaged in outside business activities or part-time employment on City time, or has used City property for such activity. I41CROFILMED BY 1 JORM MICR�LAB f.FDAR RAPIDS • DCS MOINCS 141LRW ILNEU BY JORM MICROLAB -29- CEUAk RADIUS AND AS MUIIiL�, ;Jn.. 10, The employee has failed tin maintain a satisfactory attendance record. t19. The employee's dismissal would be for the good of the City service. w I. GRIEVANCES, COMPLAINTS, AND APPKALS 1. GRIEVANCES shall be defined at; any dispuL(,, regarding the meaning, interpre- tation, application, or alleged violations of the terms and provisions of the existing Personnel Procedures, Departmental Rules & Regulations, and/or negotiated collective bargaining agreements. , COMPLAINT shall be defined as any unreasonable, inequitable, ill-founded, unsafe, or malicious imposition upon an employee by a superior, co-worker, subordinate, employee from another department or division, or individuals somehow associated with official business being conducted by the employee. It shall be the policy of the City, insofar as possible, to prevent the occurrence of grievances and complaints and to deal promptly with those ii which occur. � I (a. Procedures ai7* (1) A grievance or complaint must be taken to the immediate super- visor within 5 working days following knowledge of the occurrence of the problem. If possible, the grievance should be settled at this level through discussions with the involved parties. -E12) In the event that stop 1 does not resolve the situation, the �., employee and/or supervisor may forward thu grievance or complaint in writing to the Department (lead within three (3) working days ! ii following initial discussions. The written documentation must i! include specific circumstances and state the remedial action requested. The Department Head shall investigate and document the matter, and render his/her decision within one calendar week of receipt of the request. i _*(3) In the -event that step 2 does not satisfactorily reconcile the h problem the employee and/or Department Head shall forward all written documentation concerning the case to the Personnel Director for assistance. The Personnel Director will provide a recommendation to the parties involved, including the City Manager within one week. The City Manager will make the final administra- tive decision concerning the problem within 10 days of receipt of the complaint. b. Appeals. City employees who are assigned to a permanent position with the City shall have the privilege of appealing administrative grievance determinations and disciplinary actions against them to the civil Service Commission, provided the grievance procedure has been utilized in good faith by the employee. The Civil Service Commission shall investigate the circumstances and the total situation and shall, in writing, provide a recommendation to the City Manager ` affirming, modifying, or revoking the action. The appealing employee must state his/her intention to request a Civil Service Commission hearing within five working days subsequent to completion of step 3 -29- Y- " C'' I4ICROFIL1410 BY ,. JORM MICR+LAB CFDAIZ RAPIDS • PES timrs 14k,kOFILMEU BY JORM MICROLAB -30- CEDAR RADIUS AND ULS FIG! +L of the grievance procedure. Such notification shall be given to the �,✓ City Clerk who shall promptly forward associated documents to the Civil Service Commission. ' 2. In the presentation of grievances, complaints, and/or appeals at any level, employees shall be free of discrimination and/or reprisal. J. GIFTS MID GRATUITIES: No employee shall accept loans, gifts of money or goods, services or other prof- fered arrangements for personal benefit under any circumstances directly or indirectly involving influence upon the manner in which he/she performs his/her work., makes decisions, or otherwise discharges his/her duties as a City Manager. s� K. RECOVERY AND REHABILITATION PROGRAM FOR MUNICIPAL EMPLOYEES: e #i 1. _Policy The City of Iowa City recognizes problem drinking (alcoholism) as an illness which should and can be treated. Problem drinking in itself, is not cause for dismissal. The City's policy is that a City employee, through an established program of education, treatment, and rehabilitation, will be i'. ' given an opportunity to avail him/herself of the services, referral resources _. and continuing support of the program to improve his/her position relative 5 to problem drinking. All employees of the City of Iowa City on all levels are eligible for treatment and rehabilitation. The City of Iowa City recognizes that problem drinking is an illness. It will be approached in the same manner as are other chronic and medical conditions. 2. Procedures. The early identification and rehabilitation of the employee with a drinking problem is the responsibility of the immediate supervisor. The supervisor is responsible for determining what constitutes satisfactory work performance. Although maximum assistance through rehabilitation will be extended, if job performance is not raised to an acceptable level, appro- priate disciplinary action will be taken. Employees who suspect they may have a drinking problem, even in the early stages, are encouraged to seek treatment or counseling on a confidential basis through a recognized pro- blem drinking center. If the employee does not seem in complete control of the personal situation, the supervisor shall be responsible for the referral in conjunction with the Department Head and Personnel Director. l✓ L. INSURANCE: The City Council of Iowa City, Iowa, will subscribe to a hospitalization, medical and life insurance policy of the type agreed upon by the Council and the City Manager. MICROFILREO 6Y JORM MICR+LA6 CEDAR RAPIDS • nES IdOPIES t41LROiILMED BY JORM 141CROLAU LLUAR RAPIUS AND AS AUI:iu, •u1111 a. Oral reprimand or warning b. Written reprimand or warning c. Suspension with loss of pay d. Discharge Section 3. Serious violations may be dealt with by any of the above disciplinary measures on the first offense. Permanent employees shall have the right to take up a suspension or discharge at Step 2 of the grievance procedure. Section 4. An employee may request the presence of a steward at the time of discipline. The steward may request a copy of the oral or written warning at that time. A copy of suspension or discharge will be forwarded to the chief steward. Y• mac,+ " MICROFILMED DY JORM MICR¢LA9 CFDAR RAPIDS • OFS MOVIES R. C jt_ up tion. The length of the trial period for a person who is transferring to another position within the City will be adapted to the type of jot), length of City employment and similarity to previous jobs, but will not be longer than forty (40) working days except by agreement between the City and the Union. A transferred employee agrees not to initiate another transfer for six (6) months. This limitation on voluntary transfers does not apply to promotions. If the employee's performance is unsatisfactory at the end of the trial period, they may return to their previous position or a similar vacancy. Section 5. Compensation after Transfer. When an employee transfers to another position witt n t e same or a Tower range he/she shall move to a step and rate of pay within the range of the position transferred to with pay to be determined on the basis of relative skills, abilities, experience and seniority. When an employee transfers to a higher range his/her pay shall fall within that range and in no event will be less than one step higher. n Section 6. Transit Senority. In the event two or more transit drivers have identical seniority dates, the order of seniority for selecting transit runs shall be determined by lot. i ARTICLE XIV DISCIPLINE Section 1. Purpose. All parties of this Agreement recognize that a certain amount ofisd cipline is necessary for efficient operation of the '+ City and the City has rights and responsibilities under law in providing services in an efficient manner. These certain penalties for infractions are agreed upon by the parties as a mode of operating and are not intended to limit the management rights of the City as explained in Chapter 20 of the 1915 Code of Iowa. Disciplinary actions against employees will be taken for just cause. Appeal of disciplinary actions shall be by permanent employees and shall be through the grievance procedure set forth in this Agreement. Section 2. The goals of progressive discipline are to correct behavior and produce efficient City operations rather than merely to punish wrongdoers. Disciplinary actions or measures shall ordinarily be invoked in the order listed: a. Oral reprimand or warning b. Written reprimand or warning c. Suspension with loss of pay d. Discharge Section 3. Serious violations may be dealt with by any of the above disciplinary measures on the first offense. Permanent employees shall have the right to take up a suspension or discharge at Step 2 of the grievance procedure. Section 4. An employee may request the presence of a steward at the time of discipline. The steward may request a copy of the oral or written warning at that time. A copy of suspension or discharge will be forwarded to the chief steward. Y• mac,+ " MICROFILMED DY JORM MICR¢LA9 CFDAR RAPIDS • OFS MOVIES l MILRUFILMLU BY JORM MICROLAU LLUAR RAPI05 AND OLS NUI:,u, .J+., able Community resources. Alcoholism as an illness is not a cause for discipline and every attempt will be made by the City and the Union to assist employees with drinking problems to obtain needed assistance. Rehahilitation assistance will be Offered, but if job performance is not raised to an acceptable level disciplinary action will be taken. Section 3. Procedure. Supervisors who identify work problems or stewards who identify personal problems may refer employees to the Human Relations office for assistance in obtaining educational and rehabilitation services for alcoholism or other personal problems which influence performance. Nothing in this section relieves employees of responsibility for their conduct on the job. ARTICLE XX GRIEVANCE PROCEDURE Section 1. Definitions. The word "grievance" wherever used in this Agreement shall mean any dispute between the City and the Union or any employee with regard to the meaning, application, or violation of any of the terms and provisions of this Agreement. The word "working day" shall be defined as any day except Saturday and Sunday for purposes Of this section. Section 2. Representation. An employee who is a member of the bargaining unit covered -by tis greement shall have the right to be represented by a steward at any grievance hearing or at any step of the grievance procedure, if he/she chooses. Employees are also entitled to representation by a steward at disciplinary conferences. Stewards will not attend other conferences between supervisors and employees except with the supervisor's approval. The Union will certify the names and addresses of the designated stewards to the City Human Relations Director. The City will compensate not more than one employee steward for the investigation of a grievance. If a second City employee has a special office in the Union handling grievances, that employee may request released time from his/her supervisor, and permission to work on the grievance will not be unreasonably withheld, but the City will not provide compensation for time spent. Any stewards who are City employees shall be released from work for not more than two (2) hours in one work week to work on grievance resolution. The employee will obtain per- mission from the immediate supervisor before investigating the grievance, but such permission will not be unreasonably withheld. Released time under this section is limited to grievance resolution. Supervisors and stewards agree to handle disciplines and grievances with discretion, Section 3. apealed hereinafter providedLimFtshaonsTT—ha veUnoefurther ss a ivalidity evance sorpeffect.asTime limits may be extended by mutual agreement of the parties. Any monetary award or compensation arising out of the resolution of a grievance is limited to the period of time sixty (60) days prior to the filing of the grievance regardless of the length of the practice giving rise to the grievance or the employee's lack of knowledge thereof. Section 4. Procedures. A grievance that may arise shall be processed and settled in the following manner: 00 MICROFILMED BY JORM MICR¢LAB CEDAR RAPIDS. • SFS h1019ES f-! ROW ILMED BY JORM MICROLAB CLUAR RAPIDS AND JLS ?IUihu A. Step 1. The grievance shall be presented orally for discussion between the employee grievant, the steward if the employee chooses to be represented by a steward, and the employee's immediate supervisor within five (5) working days after the knowledge of the event giving rise to the grievance. The date of the oral pre- sentation of the grievance shall be certified in writing. The supervisor shall deliver the answer verbally to the aggrieved employee or steward within five (5) working days after the Step 1 conference. If no response is received from the supervisor within five (5) working days the grievance will be processed pursuant to Step 2. steward,if applicable. C. Step 3. A grievance not resolved by Step 2 shall be submitted to the City Manager or his/her designee within ten (10) working days of the date of receipt of the written decision referred to in Step 2. A meeting between the parties may be held if requested in writing. The City Manager will investigate and respond to the grievant and steward within ten (10) working days. Arbitration. Grievances not resolved at Step 3 of the Grievance Procedure may be submitted to a third party for arbitration. A request for arbitration must be submitted by written notice to the other party within ten (10) working days following receipt of the City Manager's decision at Step 3. Copies of any such request will be furnished to the City and to the Union. The cost of arbitration and recording the same shall be divided equally between the parties to this Agreement. The cost of a certified court reporter, if requested by the arbitrator, shall be divided equally between the parties. Each party will pay for the cost of its own case preparation and for expenses of witnesses. The arbitration proceeding shall be conducted by an arbitrator to be selected by the City and the Union within five (5) working days after notice has been given. If the parties fail to select an arbitrator, a request by either or both parties shall be made to the Federal Mediation and Conciliation Service to provide a panel of five (5) propective arbitrators. Both the City and the Union 141CROFILMED BY JORM MICR¢LAB F.FDAP RAPIPS • DCS FmniFS B. Stere 2. If the grievance is not resolved by Step 1, the aggrieved employee or his/her steward (if applicable) shall, within five (5) working days following completion of Step 1, present three (3) written copies of such grievance signed by the aggrieved person, two (2) to be filed with the Department Director or designated g representative and one (1) to be filed with the Union. For Library employees the grievance must be filed at this Step with the Library director or designee. The written grievance shall contain a statement from the employee of the facts and section of this ii Agreement grieved and specifying what relief or remedy is desired. The grievant and steward ,+hall include on the written grievance their names and the addresses to which they wish a response to r be sent. The grievant, steward and department director shall meet in an attempt to resolve the grievance. The Department Director or Library Director shall, within a period of five (5) working days investigate and document the t. grievance and issue a decision in writing thereon to grievants and steward,if applicable. C. Step 3. A grievance not resolved by Step 2 shall be submitted to the City Manager or his/her designee within ten (10) working days of the date of receipt of the written decision referred to in Step 2. A meeting between the parties may be held if requested in writing. The City Manager will investigate and respond to the grievant and steward within ten (10) working days. Arbitration. Grievances not resolved at Step 3 of the Grievance Procedure may be submitted to a third party for arbitration. A request for arbitration must be submitted by written notice to the other party within ten (10) working days following receipt of the City Manager's decision at Step 3. Copies of any such request will be furnished to the City and to the Union. The cost of arbitration and recording the same shall be divided equally between the parties to this Agreement. The cost of a certified court reporter, if requested by the arbitrator, shall be divided equally between the parties. Each party will pay for the cost of its own case preparation and for expenses of witnesses. The arbitration proceeding shall be conducted by an arbitrator to be selected by the City and the Union within five (5) working days after notice has been given. If the parties fail to select an arbitrator, a request by either or both parties shall be made to the Federal Mediation and Conciliation Service to provide a panel of five (5) propective arbitrators. Both the City and the Union 141CROFILMED BY JORM MICR¢LAB F.FDAP RAPIPS • DCS FmniFS MILROFILMED BY JORM MICROLAB CEDAR RAPIDS AND ULS AU";iL 1. No topics will come before the Grievance Committee which are proper subjects for negotiations (e.g., new demands, changed circumstances, requests for new language, etc.); and 2. Every agenda item will be investigated before the meeting with the appropriate Department Director or designee. (Public Works -- Division Heads). ARTICLE XII PAY PLAN Section 1. Classification Plan. The classification plan for bargaining unit employees is attached to this Agreement (See Ap- pendix A). MICROFILI41D BY JORM MICROLAB CFDAI? RAPIDS - DCS MDINCS shall have the right to strike two names from the panel. The party giving notice for arbitration shall strike the first name; the other party shall then strike one (1) name. The process will be repeated and the remaining person shall be the arbitrator. The arbitrator shall have the power to interpret, apply, and enforce this written Agreement but shall have no power to add to, subtract from, or modify the terms thereof. The rules of evidence and the nature of conduct required during the arbitration hearing shall be in accordance with all state and federal legislation, applicable rules and regulations. The decision of the arbitrator shall be issued thirty (30) days after- conclusion of the hearing and shall be final and binding upon the parties. The parties of the grievance, their witnesses and representatives shall have the right to be present at the grievance arbitration in addition to the arbitrator. Other persons may be present at arbitration hearings as the parties may mutually agree. Either party shall have the right to record the evidence presented at the arbitration hearing. Arbitration hearings shall be closed to the public and evidence taken shall not be revealed to any third party until such time as the decision of the arbitrator is made unless parties agree �+ otherwise. Section 5. Labor -Management Committee. The Labor -Management }! Committee shall consist of the persons desig ted by the Union and the City. Not more than four (4) bargaining unit employees may be excused to attend meetings held during working hours. Representatives or agents of the parties may be present at grievance committee meetings. Meetings shall be no longer than two (2) hours in length unless extended by mutual agreement and shall be scheduled to alternate between the working hours and non -working hours of the labor members. The function of the Grievance Committee shall be to meet and confer monthly with the City during the life of the contract for the purpose of adjusting pending rievances and to discuss procedures for avoiding future grievances including safety matters) provided that: 1. No topics will come before the Grievance Committee which are proper subjects for negotiations (e.g., new demands, changed circumstances, requests for new language, etc.); and 2. Every agenda item will be investigated before the meeting with the appropriate Department Director or designee. (Public Works -- Division Heads). ARTICLE XII PAY PLAN Section 1. Classification Plan. The classification plan for bargaining unit employees is attached to this Agreement (See Ap- pendix A). MICROFILI41D BY JORM MICROLAB CFDAI? RAPIDS - DCS MDINCS 1•IlLROFILMLU BY JORM MICROLAB CLUAH HAPIu.) Amu SLS ARTICLE XVIII DISCIPLINE L Section 1. Purpose. All parties of this Contract recognize that a certain amount oTdiscfpline is necessary for efficient operation of the City and the City has rights and responsibilities under law in providing services in an efficient manner. These certain penalties for infractions are agreed upon by the parties as a mode of operating and are not intended to limit the management rights of the City as explained in Chapter 20 of the 1977 Code of Iowa. Disciplinary actions against employees will be taken for just cause. Employees shall elect to pursue appeals of disciplinary proceedings either through the Civil Service Commission or through the grievance procedure in this Agreement. Section 2. The goals of progressive discipline are to correct behavior and produce efficient City operations rather than merely to punish wrongdoers. Disciplinary actions or measures shall ordinarily be invoked in the order listed: 1. Oral reprimand or warning 2. Written reprimand or warning 3. Loss of time 4. Suspension with loss of pay 5. Salary reduction 6. Demotion 7. Discharge Section 3. Serious violations may be dealt with by any of the above disciplinary measures on the first or subsequent offenses. ARTICLE XIX TRANSFER PROCEDURES Section 1.Voluntar Transfers. An employee desiring to transfer to another battal on may ma a written application to the Fire Chief. The Chief will review the request and will consider the ability and experience of the member, the nature and type of work to be performed within the battalion, and the rank and seniority of the member, and the need for personnel having certain qualifications within the battalion. Special consideration by the Chief will be given for emergency circum- stances. Generally, voluntary transfers will take place under one of two conditions: a. Two (2) employees desire to trade battalions, OR, b. A vacancy exists on another battalion. Employees may not make more than one voluntary transfer per year. Nothing in this Article limits the Chief from making involuntary transfers. ARTICLE XX SUPPLEMENTAL EMPLOYMENT Section 1. Employees may have outside employment provided that such employment does not conflict with the duty hours of the employee or with the satisfactory or impartial performance of their duties and provided that such employment does not adversely affect the City. 141CROFILMEO BY �l 1 JORM MICR+LAB CFPAR RAPIPS • OES MOINES M1L,QFILMED BY JORM MICROLAB CEUAk RAPIDS AND AL MU;iL�. !WW1 Section 2. 'Ine employee agrees to obtain the permission of the Fire Chief in advance of obtaining outside employment. ARTICLE XX1 SAFETY Section 1. The City and the Union recognize the importance of the personal safety of individual employees on the job and recognize that fire fighting is a hazardous activity which subjects an individual to more risks than other employment or activities. Section 2. Periodic training in safety matters will be provided to employees who engage in hazardous work. Employees will have access to protective gear as required by lad. Employees will use property and equlpmeni of the City with due care appropriate to the work performed and equipment used. Section 3. Employees who operate equipment shall report any defect noticed by him/her in said equipment to the immediate supervisor as soon as possible. Section 4. SafetyCommittee. A safety committee composed of representatives of the My and t e Union will act as advisors and make recommendations to the Fire Chief in the area of safety. Their duties shall include but not be limited to: a. Conducting safety lectures as needed. b. Investigation of accidents and injuries and making recom- mendations to the Fire Chief on steps to take to prevent a recurrence. c. Monitoring of the testing of apparatus and equipment (testing procedures outlined in applicable NFPA Standards). d. Conduct safety checks in all stations and forward results to Fire Chief. e. Conduct Committee meetings quarterly (if needed) to discuss Safety and related topics. ARTICLE XXII GRIEVANCE PROCEDURE Section 1. Definitions. The word "grievance" wherever used in this Contract shaTT mean any dispute between the City and any employee with regard to the meaning, application or violation of the terms and provisions of this Contract. Section 2. Re resentation. An employee will not be required to be represented by a n10n representative but has the right to be so represented -if he/she chooses. In the event that the grievance proceeds beyond Step 3, an employee may not invoke arbitration without the approval of the Union and, in the case of an employee grievance, the Union may invoke arbitration only with approval of the employee grievant. MICROFILMED BY t JORM MICR+LAO CEDAR RAPIDS . DES MOINES 1,A;LRUF101LU BY JURM i41CROLAB CLUAR RADIOS AiLD uLS Section 2. The employee agrees to obtain the permission of the Fire Chief in advance of obtaining outside employment. 141CRoEILMED BY JORM MICR+LAB CEDAR @APIDS • DES MINES ARTICLE XXI SAFETY Section 1. The City and the Union recognize the importance of the personal safety of individual employees on the job and recognize that fire fighting is a hazardous activity which subjects an individual to more risks than other employment or activities. Section 2. Periodic training in safety matters will be provided to employees who engage in hazardous work. Employees will have access to protective gear as required by law. Employees will use property and equipment of the City with due care appropriate to the work performed and equipment used. Section 3. Employees who operate equipment shall report any defect noticed by him/her in said equipment to the immediate supervisor as soon as possible. p Section 4. Safet Committee. A safety committee composed of representatives of t e ty an t e Union will act as advisors and make recommendations to the Fire Chief in the area of safety. Their duties shall include but not be limited to: i a. Conducting safety lectures as needed. 1- b. Investigation of accidents and injuries and making recom- mendations to the Fire Chief on steps to take to prevent a recurrence. C. Monitoring of the testing of apparatus and equipment (testing procedures outlined in applicable NFPA Standards). d. Conduct safety checks in all stations and forward results to Fire Chief. e. Conduct Committee meetings quarterly (if needed) to discuss Safety and related topics. ARTICLE XXII GRIEVANCE PROCEDURE Section 1. Definitions. The word "grievance" wherever used in this Contract shaTT mean any dispute between the City and any employee with regard to the meaning, application or violation of the terms and provisions of this Contract. Section 2. Representation. An employee will not be required to be represented by a ni—U on representative but has the right to be so represented if he/she chooses. In the event that the grievance proceeds beyond Step 3, an employee may not invoke arbitration without the approval of the Union and, in the case of an employee grievance, the Union may invoke arbitration only with approval of the employee grievant. 141CRoEILMED BY JORM MICR+LAB CEDAR @APIDS • DES MINES M MiLRUIILMEU BY DORM MICROLAB (.LUAi( RAP Iu�) ANU UL ,h., Section 3. Re resentattves. The Union will certify to the City the names of three representatives and three (3) alternate repre- sentatives for the purpose of representing fire department members in the investigation and presentation of grievances. Not more than one representative will represent a grievant for any one grievance. The representative may use a reasonable amount of duty time to investigate grievances providing that the Battalion Chief gives permission for time to be used and provided that the grievance resolution does not interrupt regular fire department work. Section 4. An employee shall use this procedure for the resolution and determination of disputes which arise under the terms of this Contract. The Grievant does not lose legal rights by initiating a grievance under this procedure. However, if the Grievant elects to proceed beyond Step 3 of the Grievance Procedure the Grievant by so doing waives the right to exercise any other option(s) available to obtain satisfaction and the Grievant is bound by the decision of the Arbitrator. I Section 5. Procedure. A grievance that may arise shall be processed and settTed n the following manner: Step 1. The grievance shall be presented orally for discussion between the employee grievant, the representative, if applicable, and the battalion chief within nine (9) calendar days of the event giving rise to the grievance. The battalion chief will either adjust the grievance or verbally deliver an answer to the employee grievant or representative within nine (9) calendar days. In the event that no response is received from the supervisor, the grievant shall proceed to Step 2. Step 2. If the grievance is not resolved by Step 1, the grievant or representative may, within seven (7) calendar days following completion of Step 1, present three (3) written copies of the grievance signed by the employee grievant. The copies are to be distributed as follows: One copy to chief negotiator for City (or designated representative), one copy to Fire Chief (or designated representative), and one copy .to the Union. The written grievance shall contain a statement from the employee of the facts and section of this Contract grieved and must specify the relief or remedy desired. The Fire Chief shall investigate and document the grievance and issue a decision in writing to the grievant and/or representative within ten (10) calendar days. If no response is received, the grievant shall proceed to Step 3. St ep_3. If the Grievance is not resolved by Step 2, the Grievant may, within seven (7) calendar days following completion of Step 2, present three (3) written copies of the grievance as follows: a. one (1) copy to the Grievance Committee b. one (1) copy to the Union C. one (1) copy to the City -15- I41CROFILMEO RY JORM MICR+LAB MAR PAPID' Of5 1101r4r5 i MILiW1 ILALU BY JORM MICROLAB CLUArf RAPILiS AIIU Ju The written grievance shall contain a statement from the Grievant of the specific circumstances leading to the grievance and section(s) of this agreement grieved and will specify the relief or remedy desired. It shall be signed by the Grievant. The Grievance Commit- tee will within seven (7) calendar days following receipt of grievance meet to act upon the grievance. The Grievance Committee will within seven (7) calendar days after meeting adjust the grievance or reject the grievance in writing. The Grievance Committee will deliver their written decision as follows: one (1) copy to the Grievant one (1 copy to the Union one (1 copy to the City In the event that no decision is received from the Grievance Committee within fourteen (14) calendar days after receipt of the grievance, the grievant shall proceed to arbitration. Section 6. Arbitration. Grievances not resolved at Step 3 of the Grievance Procedure may6e submitted to a third party for arbitration. A request for arbitration must be submitted by written notice to the City within seven (7) calendar days following receipt of the Grievance Committee report at Step 3. Copies of any such request by an employee will be furnished to the City and the Union. The arbitration proceeding shall be conducted b an arbitrator to be selected by the City and the Union within five (5� days after notice has been given. If the parties fail to select an arbitrator, a request by either or both parties shall be made to the Iowa Public Employment Relations Board to provide a panel of five (5) propective.arbitrators. Both the City and the Union shall have the right to strike two names from the panel. A coin toss will determine who strikes the first name. The process will be repeated and the remaining person shall be the arbitrator. The arbitrator shall have the power to interpret, apply, and enforce this written Contract but shall have no power to add to, sub- tract from, or modify the terns thereof. The rules of evidence and the nature of the hearing will be conducted in a manner consistent with all state and federal legislation, applicable rules and regulations. The decision of the arbitrator shall be issued within thirty (30) days after conclusion of the hearing and shall be final and binding upon the parties. The parties of the grievance, their witnesses and representatives shall have the right to be present at the grievance arbitration -in addition to the arbitrator. Other persons may be present at arbitration hearings as the parties may mutually agree. Either party shall have the right to record the evidence presented at the arbitration hearing. Arbitration hearings shall be closed to the public and evidence taken shall not be revealed to any third party until such time as the decision of the arbitrator is made unless parties agree otherwise. The cost of arbitration and recording the same shall be divided equally between the parties to this Contract. The cost of a certified court reporter, if requested by the arbitrator, shall be divided equally between the parties. Each party will pay for the cost of its own case preparation and for expenses of its witnesses. Section 7. Grievance Committee. The Grievance Committee shall consist of three (3) persons designated by the Union as representatives and of not more than three (3) City representatives except by mutual MICROFILMED BY i JORM MICR6LA6 MAP PAPIns • PL MOVIES M1l,kufIL9LU by JORM MICROLAB CLDAk kAPIUS AND OL" M ICROf ILMED BY ..� ` JORM MICR+LAB MAR RAPIDS • DES MOINES agreement. The names and addresses of the parties selected shall be certified by the Union to the City. Representatives or agents of the parties may be present at grievance committee meetings. The function of the Grievance Committee will be as follows: a. To resolve grievances as provided in Step 3. b. To meet and confer as needed during the life of the contract for the purpose of discussing problems between the parties arising out of the administration of this Contract. ARTICLE XXIII GENERAL CONDITIONS Section 1. This Contract shall be construed under the laws of Iowa. Section 2. The City and the Union agree they will not act to discriminate because of race, creed, color, sex, age, or nationality unless the reason for the discrimination is job-related or otherwise allowed by law. Section 3. Parking No fewer than ten (10) parking places in the Civic Center lot will be held in the names of fire bargaining unit members provided that fees are paid according to City procedures for the ten places. There will not be an increase in the rate for parking of $5.00 per month for members of the bargaining unit during the life of this Contract. The City will assume no increase in responsibility in administering use of parking permits as a result of this Contract and any disputes over use of the ten permits must be handled by the Union representative. Other fire department members may hold parking permits in accordance with City procedures. Section 4. Grocery Buyer, The grocery buyer for each shift may use a City vehicl—e—Wa—v—aT a e at times and 1n areas designated by the Fire Chief. is Section 5. Forty-five (45) copies of the new contract will be pro- vided to unit employees as soon as is practicable. If the Union wants additional copies, the City will provide at cost. Section 6. The City agrees to meet and confer on mandatory items (Chapter 20, Section 9) during the course of this agreement and to notify the Association of significant changes in working conditions as far in advance as is reasonably possible. ARTICLE XXIV WAIVER All negotiations or bargaining with respect to the terms and conditions of this Contract shall be conducted by authorized repre- sentatives of the Union, Local 610, and the City. Agreements reached as a result of such negotiations shall become effective only when signed by the authorized representatives of the parties. The expressed written provisions of this Contract will not be modified except by authorized representatives of the parties. M ICROf ILMED BY ..� ` JORM MICR+LAB MAR RAPIDS • DES MOINES MILROFILi4ED BY JORM MICROLAB CEDAR RADIUS AND uLS 'r1C i;iL City of Iowa City MEMORANDUM DATE: July 26, 1978 TO: Neal C. Rerun, City Manager FROM: Candy Morgan Iluman''Relattons Director RE: City Employee Discipline I am writing in response to your request that we provide information relating to current practices of employee discipline because of comments made during the City Council's evaluation of you. In addition to the materials provided which give the legal basis for discipline and appeal, Including the Civil Service law and collective bargaining contract commitments, I think it is important to provide in addition the prac- tical operational guides we are using for taking disciplinary action. We have distributed to many supervisors the information indicating that an arbitrator will look for the elements of just cause when determining whether to uphold disciplinary actions. Arbitrators look for such things as knowledge by the employee that what they were doing was a violation of a work rule, for an Investigation into the facts prior to taking action, for consistency in meting out penalties, and for an absence of discrimination against no Individual in disciplinary cases. Attached is a checklist made available to supervisors who desire it in handling disciplinary situations. We have offered course work on elements of discipline for all supervisors. We have previously provided information to you regarding the constitu- tional rights of public employees which include, in a nutshell, basic due process rights of notice and hearing prior to suspension or termina- tion. In most of the disciplinary situations in which we have been involved we have attempted to protect these rights. A recent article in the Iowa Law Review summarizes the status of public employee consti- tutional rights and other laws. I have talked with several department directors about the possibility of preparing a seminar which would involve discussion between divisions of various disciplinary measures used. It is my assessment that the great- est need for staff development in the discipline area at this time is in the sharing of information among divisions rather than in a formalized lecture on technical aspects of discipline. We have grown more so- phisticated in disciplining employees and I think it is important that Information be shared between departments so that inequities and in- consistencies do not arise. The attachments to this memo include checklist for arbitration of discipline cases, Civil. Service laws relating to discipline and appeal, collective bargaining commitments on discipline, the personnel rules covering discipline, and guidelines for supervisors, who receive a grievance. If there is anything else that would he of assistance, please do not hesitate to contact me. jm2/6 ti 141Caonu4co BY :l 1 JORM MICR+LAB', CCDAP RAPIDS • DCS MOINES ,. i MILROFILi4ED BY JORM MICROLAB CEDAR RADIUS AND uLS 'r1C i;iL City of Iowa City MEMORANDUM DATE: July 26, 1978 TO: Neal C. Rerun, City Manager FROM: Candy Morgan Iluman''Relattons Director RE: City Employee Discipline I am writing in response to your request that we provide information relating to current practices of employee discipline because of comments made during the City Council's evaluation of you. In addition to the materials provided which give the legal basis for discipline and appeal, Including the Civil Service law and collective bargaining contract commitments, I think it is important to provide in addition the prac- tical operational guides we are using for taking disciplinary action. We have distributed to many supervisors the information indicating that an arbitrator will look for the elements of just cause when determining whether to uphold disciplinary actions. Arbitrators look for such things as knowledge by the employee that what they were doing was a violation of a work rule, for an Investigation into the facts prior to taking action, for consistency in meting out penalties, and for an absence of discrimination against no Individual in disciplinary cases. Attached is a checklist made available to supervisors who desire it in handling disciplinary situations. We have offered course work on elements of discipline for all supervisors. We have previously provided information to you regarding the constitu- tional rights of public employees which include, in a nutshell, basic due process rights of notice and hearing prior to suspension or termina- tion. In most of the disciplinary situations in which we have been involved we have attempted to protect these rights. A recent article in the Iowa Law Review summarizes the status of public employee consti- tutional rights and other laws. I have talked with several department directors about the possibility of preparing a seminar which would involve discussion between divisions of various disciplinary measures used. It is my assessment that the great- est need for staff development in the discipline area at this time is in the sharing of information among divisions rather than in a formalized lecture on technical aspects of discipline. We have grown more so- phisticated in disciplining employees and I think it is important that Information be shared between departments so that inequities and in- consistencies do not arise. The attachments to this memo include checklist for arbitration of discipline cases, Civil. Service laws relating to discipline and appeal, collective bargaining commitments on discipline, the personnel rules covering discipline, and guidelines for supervisors, who receive a grievance. If there is anything else that would he of assistance, please do not hesitate to contact me. jm2/6 ti 141Caonu4co BY :l 1 JORM MICR+LAB', CCDAP RAPIDS • DCS MOINES ,. M.ILROFILMIED BY DORM MICROLAB CEDAR RAPIDS AND ULS AUIiIL'�, wwn ATTITUDES OF ARBITRATORS TOWARD DISCIPLINARY ISSUES 1. Did management give the employee advance warning of the possibility of disciplinary action for his conduct? i 2. 1s management's disciplinary rule reasonably related to bona fide management goals? 3. Did management investigate the situation before disciplining the employee? i 4. Was management's investigation conducted fairly and object- ively? Will the facts discovered "hold up" in a neutral forum? 5. Is there substantial evidence that the employee is guilty as charged? I 6. Has management applied the disciplinary rule evenhandedly? 7. Was. the degree of discipline warranted by the facts? i 141CRDFIUMED BY ,. � JORM MICR#LAB CFDAP, RAPIDS • DF.S MOINES S IqI itUfILMEU BY JORM MICROLAB CEDAk RAPIUS AND OLS ';U%�,L�, ^„ DISCIPLINARY CUiDEI.INES FOR THE EMPLOYER The Puroose of Discipline The maintenance of orderly internal procedures and compliance with rules of employee conduct within a business organization is the sole responsibility of management. It is one of management's most important responsibilities because, without compliance with such rules and procedures, no company can expect continued successful operation. The primary purpose of punish workers as it is to make them better and it is essential that ru among all employees and a disciplinary program is cons not so much to nd behavior and thus For this reason, hed, circulated In applying discipline it is extremely important that it be applied fairly and impartially in accordance with standards established for a particular infraction or offense. However, the penalty can vary based on the employees past record. Methods of Discipline Generally, the following types of disciplinary action are employed to ensure compliance with the rules of conduct established by the employer: 1. Verbal warning, confirmed in writing. 2. Written Warning Notice or Corrective Action Notice. 3. Second written Warning Notice or Corrective Action Notice. 4. suspension from work without pay. (May be in conjunction with second written notice or with third written notice. However, 'always with a written notice.) 5. Third written Warning Notice or Corrective Action Notice. 6. Termination, in writing. It is important to remember that the six steps mentioned above are guidelines only and that the number of steps taken for a given offense OF series ffenses will depend upon the gravity of the particular situation. In determining the particular method to be employed in disciplining an employee, the following.factors should be considered: 1. The seriousness of the infraction together with any circumstances surrounding the case which may temper the action taken. 2. The employee's'past disciplinary record. �:.. •�'.~•" MICROFILMED BY JORM MICR+LAB CFPAP PAP@S • DFS MOOR !4;wiW ILi4L0 BY JORM MICROLAB CEDAR kAPIJb ANO JLC 3. The employee's length of service. 4. The employee's past work record with the enployer. 5. The employee's attitude toward his job. Generally, the penalty imposed should be in keeping with the serious- ness of the offense or infraction. As noted above, a penalty can be in the form of a verbal reprimand, a warning notice, suspension or discharge, or possibly a combination of penalties. Two general classes of offenses should be recognized: 1. Those of a very serious nature which justify summary termination without prior warnings or attempts at corrective action. 2. Those of a }ess serious nature which generally involve infractions of plant and/or work rules or proper conduct. These would include tardiness, insolence, careless workmanship or negligence. This type of infraction would not usually call for immediate dismissal but would require some form of discipline. Disciplinary Action It is essential that each infraction be handled quickly and fairly and that a written disciplinary record be made in order to document the matter for future reference. Whether serious or not, ever offense charged against an employee deserves full investi a and careful icon side IU332n. For a supervisor to act otherwise will cause 1080 of control and lack of respect of employees and gradual deterioration of the quality and output o= the employees. Minor Infractions Action taken against a worker charged with less serious offenses (tardiness, unexcused absences, etc.) are best handled with a view toward correcting the fault and retaining the ;corker in employment. The following series of steps is suggested: 1. Verbal warning, confirmed in writing. 2. Written warning emphasizing jeopardy of job. 3. Suspension without pay for specific period. 4. Termination. When a charge of a more serious infraction of rules .or.unbecoming conduct is brought against an employee, the supervisor fai.ght best proceed by temporarily suspending the employee while the facts about the charge are being assembled and studied. The investigation should ibclude allowing the worker to be heard and to know the evidence against him. Management can then make its decision based upon knowledge of both sides of the story. -2- T 141CROFIL14ED 61' ` JORM MICA �LAe CCbAR RAMM • MS Pip IHSS MiLRUi1L;-0LU BY JORM MILROLAB • LLUAk RAV IUb MO UL'" 1k, IL:. Serious Offenses The discharge or suspension of a worker often causes grave problems for the company as well as the employee. For this reason, it is imperative that a decision on discharge or suspension follow careful study of known facts and not be made in haste or when emotions are at a high pitch. Arbitrators frequently refer to discharge as the "death sentence" to the employer-employee relationship. if, as the result of arbi- tration, a discharged worker is restored to his job because of a finding that management acted too quickly and without full consider- ation of the facts, the future relations between the worker and management are likely to be in a constant state of strain. In a non-union firm, or a department, a hasty or unfair discharge might be the very factor that brings a union to the door. The serious effects on the employee, the company and the union in the discharge of an employee justify sober consideration of all evidence before the act of dismissal takes place. The following factors must be reviewed before a supervisor exercises his respon- sibility of discharging an employee: 1. Does management know all the facts accurately? s 2. Is the rule which has been violated reasonable? s 3. Did the worker know the rule or should he reasonably have known it? 4. Has the rule been strictly enforced in the past? If not, what recent notice to employees warned of "crack down" on violations of certain rules? 5. In this instance, is the rule being applied reasonably? 6. Is this employee personally guilty of violation or only guilty by association with another? 7. Can the employee's guilt be proved by direct, objective evidence, or is the evidence circumstantial or hearsay? 0. Does the employee have a reasonable excuse for the infraction of this rule? 9. What is the worker's record of past violations, warnings, disciplinary action, etc.? 10. What is his length of service? 11. Is the worker receiving the same treatment others received for the same offense? 141CROMMED BY JORM MICR6LAB I CHAR RAPID; • PCS MOIAEs M;ul<UFILMEU BY JURM MICRULAB CEDAR RAPm AIIU 12. Does the punishment fit the offense 13. If a supervisor is pressing the discharge action, is he level-headed, fait and impartial and without malice towards the employee involved? 14. Has an impartial management representative reviewed the facts and approved of discharge? In the event termination is not contemplated, the following disciplinary procedures should be considered for purposes of correcting a serious offense: 1. Warning Letters Unions view warning letters with considerable alarm, and rightly so, as should the affected employee. It is designed to provide written notice that he is "on thin ice" insofar as his employment is concerned. It is warning that management will not tolerate further disregard for established policies and work rules. By its very nature, it. s alerts the employee, the union, and fellow employees to the fact that the Company is serious about enforcing its policies and rules up to and including termination of employment, if need be. It is for this reason that no rules or policies should be established which are either unenforceable, or are not intended to be enforced. Such notices, when based on the facts, also provide the Union with an opportunity to t"play try to get the employee to see that nia b nothing and no one can save him if he persists in his refusal to p Y Y the ruled". 2. suspension A word about suspension may be helpful. In the employment setting, suspension can be a most effective element of the disciplinary processparticularly when the absence of one individual in any classif cation will not work a hardship on the operation. Suspension i can also be most useful as a device for gaining tine to determine the facts before being committed to a specific course of action. This is particularly so where tempers may flare and emotions tend to dictate the sequence of events. In,such cases the employee should be told to go home pending a determination of the facts, thus clearing the way for a clear-headed, unemotional evaluation of the matter. Then a decision based on the facts can be made regarding the conditions of his reinstatement and subsequent employment, or his termination. -4- Y;... MICROFIL14CO OY JORM MICR6LA9 CF O4R PAPIOS . Oft M0V0 MjOWFILMED BY JOkM MICkOLAB CEDAk kAPIUS ANU AS ?lU;tlu, IJAII DISCIPLINARY CIIECKLIST FOR SI1PF.1(VISORS Regardless of the disciplinary action to be taken, the following items should be carefully considered. If the supervisor cannot answer yes to each of these questions, he should thoroughly review his investigation of the offense and correct any loopholes or deficiencies in his case against the employee: 1. Was the rule or procedure violated by the employee reasonably related to the safe, efficient and orderly operation of the Company's business? 2. Before disciplining the employee, was a real effort made to determine whether the employee did in fact violate this rule of conduct? 3. Was the investigation conducted in a fair and objective manner? 4. Did the employer obtain substantial evidence that the employee is guilty of this offense? S. Was the decision to discipline the employee made without any bias, favoritism or personal animosity on the part of the supervisor? 6. is the degree of discipline to be imposed reasonably related to the seriousness of the offense and the employees record with the employer? 7. Did the employee have foreknowledge that his conduct would be subject to discipline - including discharge? S• ,�?� I4ICROCILMCD BY 1 JORM MICR+LAF.3 UPAR RANDS • DCS MOIRCS N i !•IILkOIIL;,IEU BY JORM MICROLAB CEDAR RAPIDS AIIU ULS YiUipL_ r- SUBSTANTIVE ISSUES IN THE GRIEVANCE PROCESS I. Just Cause For Discipline Standards Which May by Utilized by an Arbitrator in Disciplinary Cases The Questions conduct? Notel: Said forewarning or foreknowledge may properly have been given orally by management or In writing through the medium of typed or printed sheets or books of shop rules and of penalties for violation thereof. 141CROFILMED BY JORM MICR+LA6 CFprtR P.4NRS I1L` MOINES The issue before the arbitrator frequently requires findings In respect to the existence or nonexistence of "just cause" for discipline, Including discharge. Few union -management agreements contain a defintion of "Just cause." Nevertheless, over the years the opinions of arbitrators in innumerable discipline cases have developed a sort of "common law" definition thereof. This definition consists of a set of guide lines or criteria that are to be applied to the facts of any one case, and said criteria are set forth below In the form of questions. A "no" answer to any one or more of the following questions normally signified that just and proper cause did not exist. In other words, such "no" means that the employer's disciplinary decision contained one or more elements of arbitrary, capricious, unreasonable, or discrimnatory action to such an extent that said decision constituted an abuse of managerial discretion warranting the arbitrator to substitute his judge- ment for that of the employer. c The answers to the questions in any particular case are to be found In the evidence presented to the arbitrator at the hearing thereon. Frequently, of course, the facts are such that the guide lines cannot be applied with precision. Moreover, occasionally, In some particular case an arbitrator may find one or more "no" answers so weak and the other, "yes" answers so strong, that he may properly, without any "political" or spineless intent to "split the difference" between the opposing positions of the parties, find that the correct decision Is to "chastise" both the company and the disciplined employee by decreasing but not nullifying the degree of discipline Imposed by the company -- e.g. , by reinstating a discharged employee without back pay. The Questions conduct? Notel: Said forewarning or foreknowledge may properly have been given orally by management or In writing through the medium of typed or printed sheets or books of shop rules and of penalties for violation thereof. 141CROFILMED BY JORM MICR+LA6 CFprtR P.4NRS I1L` MOINES I•liLROFILMED BY JORM I•i1CROLAB CLUAk RAPIus AIN ULS AU;UiL:, + 2. -2- Note 2: There must have been actual oral or written communication Of the rules and penalties to the employee. Note 3: A finding of such communication does not In all cases require a "no" answer to Question No. 1. This Is because certain offenses such as Insubordination, coming to work Intoxicated, drinking Intoxicating beverages on the lob, or theft of the property of the company or of fellow employees are so serious that any employee In the industrial society may properly be expected to know already that such conduct Is offensive and heavily punishable. Note 4: Absent any contractual prohibition or restriction, the company has the right unilaterally to promulgate reasonable rules and give reasonable orders; and same need not have been negotiated with the union. Note: If an employee believes that said rule or order is unreasonable, he must nevertheless obey same (In which case he may file a grievance thereover) unless he sincerely feels that to obey the rule or order would seriously and Immediately Jeopardize his personal safety and/or integrity. Given a firm finding to the latter effect, the employee may properly be said to have had Justification for his disobedience. 3. Did the comoanv before administering dlsciollne to an employee make an effort to Alcan„ems ..., __ •L_ __ . Note 1: This is the employee's "day In court” principle. An employee has the right to know with reasonable precision the offense with which he Is being charged and to defend his behavior. Note2: The company's investigation must normally be made BEFORE Its dlciplinary decision is made, If the company falls to do so, its failure may not normally be excused on the ground that the employee will get his day In court through the grievance procedure after the exaction of discipline. By that time there has usually been too much hardening of positions. MICROrILMED BY !. JORM MICR+LAB CrDAR RAPIDS 01S 1401NES MILROFILMED BY JORM 141CROLAB CEDAR RAPIDS AND ULS ,w", -3- Note 2: The management Judge should actively search out :•rltnesses and evidence, not Just passively take what participants or "volunteer" witnesses tell him. 6. Has the company applied Its rules, orders, and penalties evenhandedly and without discrimination to all employees? Note 1: A "no" answer to this question requires a finding of discrimination and warrants negation or modification of the discipline imposed. MICROFILMED BY JORM MICR+I.AS ErnAR RAPIDS DES MOINES Note 3: There may of course by circumstances under which management must react Immediately to the employee's behavior. In such cases the normally proper action is to suspend the employee pending Investigation, with the understanding that (a) the final disciplinary decision will be made after the inves- tigation and (b) if the employee if found Innocent after the investigation, he will be restored to his Job with full pay for time lost. Note 4: The Company's Investigation must include an inquiry into possible Justification for alleged rule violation. j �r. 4. Was the Company's investigation conducted fairly and objectively? y{ Note: At said Investigation the management official may be both "prosecutor" and "Judge", but he may not also be a witness against x the employee. Note 2: It is essential for some higher, detached management official to assume and conscientiously perform the Judicial role, giving the commonly accepted meaning to that term in his attitude and conduct. i Note 3: Insonedisputes between an employee and a manage- ment person there are no witnesses to an incident other than the two immediate participants. In such cases it is particularly important that the management 'Judge" question the management participant rigorously and thoroughly, Just as an actual third party would. 5. At the investigation did the 'Judge" obtain substantial evidence or proof that the employee was guilty as charged? Note 1: It is not required that the evidence be preponderant, conclusive or "beyond reasonable doubt." But the evidence must be truly substantial and not flimsy. Note 2: The management Judge should actively search out :•rltnesses and evidence, not Just passively take what participants or "volunteer" witnesses tell him. 6. Has the company applied Its rules, orders, and penalties evenhandedly and without discrimination to all employees? Note 1: A "no" answer to this question requires a finding of discrimination and warrants negation or modification of the discipline imposed. MICROFILMED BY JORM MICR+I.AS ErnAR RAPIDS DES MOINES 1110tOFILMEU BY JORM I•IICROLAB 7. CLUAR kAPIUS AIIU ULS ;WI iL.,. -4- Note 2: If the company has been lax in enforcingl rits rules and orders and decides henceforth to apply them the company may avoid a finding of discrimination by telling all employees beforehand of its intent to enforce hereafter all rules as written. his service with the company :_ Note 1: A trivial proven offense does not merit harsh discipline unless the employee has properly been found guilty of the same or other offenses a number of times in the past. (There is no rule as to what number of previous offenses constitutes a "good" "a fair," or a "bad," record. Resonable Judgement thereon must be used). Note 2: An employee's record of previous offenses may never be used to discover whether he was guilty of the immediate or last one. The only proper use of record is to help deter the severity of discipline once he has properly pbeen found guilty mine of the immediate offense. Note 3: Given the same proven offense for two or more employees, their respective records provide the only proper basis for "dis- criminating" among them in the administration of discipline for said offense. Thus, if employee A's record is significantly better than those of employees B, C, and D, the company may properly give A a lighter punishment than it gives the others for the same offense; and this does not constitute true discrimination. II. Additional Guidelines* The employer should enjoy reasonable discretionary powers to prescribe rules of conduct. The employer should publicize these rules either by direct publication and/or by consistent enforcement. The employer should apply his disciplinary policies "seriously and without discrimination. " *From GrievanGuide, 4th Edition, Bureau of National Affairs, Inc. , Washington, D.C., 1972, p. 7 VI .,} .i 141CRorILMED BY ' 4 JORM MICR+LAB CrDAR PAPINS •NES Me1NES MICROFILMEU BY JORM MICROLAB CEDAR RAPIDS AND UES MUI:ic�1, 1u1-11 141CROr IL14E00Y �l 1 JORM MICR+LAB CEOIIR Wins . DES MOINES -B- The employer should regard Industrial discipline as corrective not punitive. The employer should avoid hasty action when confronted with a situation. The employer should evaluate each situation in the light of the employee's disciplinary record. III. Disciplinary Ground Rules* AI Equal treatment. All employees must be Judged by the same standards, and the rules must apply equally to all, although the penalty may vary for the same offense. r Rule of reason. Even in the absence of a specific provision, a employees against unjust discipline an contract protects permit a challenge to any company procedure that threatens x to deprive employees of their rights. Internal consistency. The pattern of enforcement must be consistent, whether a company disciplines on a case-by-case basis or uses a ' rule book. Personal quilt. Even though two employees are involved In the same act of midconduct, the same penalty need not be applied to each. Prior records may be considered. t 141CROr IL14E00Y �l 1 JORM MICR+LAB CEOIIR Wins . DES MOINES W 1•lil.k011U4LU BY JORM 141CROLAB CLUAk RAVIUS AND OL, ;,1U!;,L_, City of Iowa City MEMORANDUM DATE: June 8, 1977 TO: All Supervisors FROM: Candy Morganj, i RE: procedure for Handling Grievances 1. Listen to what the employee wants to say. Read between Me—Ti—nes to determine whether this is a political gripe, a personal problem, or a contract violation. Even if the complaint is not a contract violation it has to be dealt with, but it doesn't have to be handled under the contract grievance procedure. Note the date and time of the conference. Check time limits and whether the employee is eligible to present grievances ( that is, permanent). Check the contract to determine whether the employees presenting the grievances get time off. 2. Call your Department Director and the City's negotiator to report the grievance. Give your first impression and indicate what further investigation you will need to do to decide the grievance. 3. Check the contract deadline in making your response. The Human Relations office will assist with the response if needed. 4. If you make a written response (required at Step 2-3), send a copy to Human Relations. The written response need to say very clearly one of two things: 1) Your grievance is denied. 2) Your grievance is ac—Tj s ed. Our recommendation is that the minimum amount of in- formation possible be conveyed in the response. S. Please assume responsibility for delivering the response to the employee in a timely manner. We tried certified mail, but we have no mechinism for updating address and many answers were returned. 6. For Step 3 responses (City Manager's Response) we will prepare the response and deliver it to the employee's Department Director 24 hours or more before it has to be delivered. If you are unable to deliver the response to the employee, we will mail it if we are notified. We will also mail a copy to the Chief Steward. <:..,`. � IdICROFILMCa BY DORM MICR( LAB crnAR RAP M . OFS MOINES 016WU IU4LO BY JORM MICROLAB LEDAk RAPIDS AIAO uLS 1u1111 City of Iowa City MEMORANDUM DATE: August 2, 1978 TO: City Council FROM: City Manager RE: Iowa City Airport Operations The purpose of this memorandum is to provide information and suggestions concerning operations of the Iowa City Airport. These suggestions should not be construed as being critical of either the Airport Com— mission or the fixed base operator and are provided to assist the Airport Commission. Attached to this memorandum are two questionnaires. The first question— naire was sent to 15 community airports and the second questionnaire was sent to users of the Iowa City Airport. These users are 28 people who currently rent T—hangars and 18 persons who are on the waiting list. A. Other Cities: 1. Amount of flowage fee The average flowage fee of 3.230 per gallon is considerably higher than the 20 per gallon charged in Iowa City. A flowage fee based on the percentage of the total fuel cost, as is charged in some cities, would reflect changing economic conditions. 2. Flowage fee charged to fixed base operator. In most communities the fixed base operator is charged the flowage fee. In Iowa City the fixed base operator is not charged the flowage fee. Charging the fixed base operator the flowage fee would provide for easy documentation through pump meter readings. Currently, the fixed base operator provides the Airport Com— mission with a check for the flowage fee without supporting documentation. The original master lease (1966) provides that the "lessee shall keep and maintain books and records of sales of gasoline so as to show said sales and account to lessor for the 2c per gallon gasoline charge under this lease, and lessor shall have access to these records at all times, and lessee shall also provide lessor with an annual financial statement, if requested by the lessor." The Airport Commission should routinely require documentation which is based upon the books and records discussed above. 16-63 141CROFILI-IED BY JORM MICR+LAB crDAR AArIDS • Or.S MOWS I-Aj0WHLi4LU BY JORM MICROLAB -2- 3. Financial statement. CLUAR RAplUS AU ULA �-iuillLJ In other cities, fixed base operators generally provide financial statements to the City. In a discussion with the City Manager and City Attorney, the fixed base operator has offered to provide a balance sheet but has declined to provide other financial information. Such information would permit the Airport Commission to adequately assess the income pro- ducing potential and capabilities of the Airport assets and the financial condition of the fixed base operator when entering into contractual arrangements. Detailed financial information is a legitimate need in the decision making process when the income potential for a private company is predicated upon significant public investment. As mentioned previously, the current master lease with the Airport Commission provides that the lessee will provide an annual financial statement, if requested by the lessor. Therefore the Airport Commission now has available to it, upon request, significant additional information which would greatly assist in contract negotiations. A. Airport Customers: 1. Difficulties encountered in obtaining T -hangars. There appears to he some feeling that persons seeking T - hangars tend to be accommodated when they have purchased an airplane from the fixed base operator or are generally a good customer of the fixed base operator. This 1s consistent with the information provided by the fixed base operator who justifiably is interested in increasing financial returns. As the public is financing the T -hangars, it seems as if criteria other than financial interests of the fixed base operator should determine who should receive priority in the rental of T -hangars. 2. Construction of T -hangars. Almost two-thirds of the respondents to the questionnaire indicated an interest in financing the construction of T - hangars. When private enterprise is interested in this type of investment, the Airport Commission should explore private investment alternatives and concentrate public money on other priorities. 3. other comments or suggestions. A number of other areas were mentioned where service to the public using the airport could be improved. The Airport Commission should work with the public and the fixed base operator to minimize the number of issues presented. c+ �, (dICROf ILI4CD 6Y .� 1 JORM MICR+LAE CCDAR RAPIDS • DES 140INCS J MICROFILMEU BY JORM MICROLAB CEDAR RAPIDS AND uLs ;w1,1L�, :x1111 C. Generate Comments: 1. Future leases and contracts. In future leases it is recommended that the Airport Commission consider language changes. For example, in more recent leases, the Airport Commission has not included favorable language from earlier documents which related to a CPA audit of the fixed base operator's operations, Airport Commission inspec- tion of the fixed base operator's hooks, hold harmless clauses, leases of limited length, and a percentage of income and sales of the fixed base operator. In addition, the Airport Commis- sion should delete from current agreements language which gives the fixed base operator the right to establish charges for City -owned facilities, obligates the City to provide equal or superior facilities for the fixed base operator if opera- tions of the airport are discontinued and substitutes arbitra- tion for the consumer price index in determining increases in rent. jm3/6 The original lease with the fixed base operator in 1960 pro- vided for payment predicated on gross earnings or income. This method of compensation is more directly related to the economic potential which the public assets of the airport represent and the financial success of the fixed base opera- tor. This method also gives the Airport Commission a guide to judge the activity of the airport and the capabilities of the fixed base operator. MICROFILMED BY JORM MICR¢LAB i MAR PAPM • DFS MOMS MILRUFILMEU BY JORM MICROLAB LEUAR RAPIDS AFIU uLs >iu;,iL, City of Iowa City MEMORANDUM DATE: May 25, 1978 TO: Neal Berlin, City Manager / John Hayek, City Attorney FROM: Melvin Jones, Administrative Ass't.-Finance IVIl�/1 RE: Airport Questionnaire to Select Cities V I have compiled the data collected from fifteen* airports and the findings are as follows:, j, The average number of landings and take -offs of the cities surveyed is 52,891 with Des Moines having the highest number (124,766) and Boulder, Colorado, the lowest number of take -offs and landings (8,500). On all responses the number of take -offs were the same as the number of landings, although some cities used different terms for take -offs and landings (i.e., movements, operations). 2, WHAT IS THE =NT OF FLOWAGE FEE CHARGED"? The average flowage fee of the twelve airports that responded was 3.23 cents per gallon, with Boulder, Colorado, charging the highest, 5 cents per gallon, and two cities charging 2 cents per gallon, the lowest (Ames, Waterloo). The flowage fee for some cities is based on a percentage of the total fuel cost, while others charge based on the octane grade selected. Waterloo, for example, charges 2 cents per gallon on the first 20,000 gallons and 3 cents for everything over 20,000 gallons in a given month. 3, ANNUAL GAS CONSUMPTION FOR THE LAST TWO YEARS? Of the eight cities that had this data available, the average gas con- sumption for the two year period was 1,535,049 gallons, with Waterloo having the highest gas consumption (3,144,857) and Lawrence, Kansas the lowest (170,00 0). 4,A,HAS THE FLOWAGE FEE ALWAYS REMAINED THE SANE? seven cities responded that the flowage fee had always remained the same and seven responded that it had not, with one city (Lawrence, Kansas) not having a flowage fee. MICROFILMED BY r� JORM MICR+LAB fFMR RAPIDS • OCS MDINCS a f -A lL(WHUMLO BY JORM MICROLAB CEDAR RAPIDS AND ut5:'1U':iu, .J"11 B,WHEN DID IT LAST CHANGE? The last change ranged from 5 years ago (Columbia, Missouri) to 5 months ago (Dubuque, Iowa). There is no standard here because most cities are not too concerned about the fee. Only after there is some public outcry for the fee to be changed is there ever a need to change it. MS THE FEE REGULATED BY STATE OR CITY CODE? Most cities have their fee regulated by the airport or Aviation Com- mission. Three cities had their fees regulated by city code (Ann Arbor, Columbia and Boulder, Colorado). One city had the fee regulated by the Consumer Price Index on an annual basis (Madison). 5, WHO IIANAGES YOUR AIRPORT? Two airports are managed by Airport Commissions, six are managed by Airport Commissions with a hired manager, six are managed by a a department director and one by an airport superintendent appointed ' by the City Manager (Lawrence, Kansas). 6, DOES YOUR AIRPORT HAVE A FIXED BASED OPERATOR? E All fifteen cities that responded have at least one Fixed Based j Operator. 7, DOES THE FLOWAGE FEE CHARGED TO AIRCRAFT INCLUDE ARICRAFT 01VED BY THE FBO? Eleven respondents stated that the flowage fee charged to aircraft included aircraft owned by the FBO, two stated it did not include aircraft owned by the FBO, one city did not have a flowage fee and one city did not respond to the question. 3,A,&SR�?JERE MORE THAI ONE FIXED BASED OPERATOR OPERATING ,AT YOUR AIR - Eleven respondents stated that there was more than one, and four stated that there was only one. B. HOW MY? Of the fifteen airports surveyed, 4 have one FBO, 7 have two FBO's, three have 3 FBO's and there was one city not responding. 9, 4M� DOES THE FBO FIT WITHIN THE ORGANIZATIONAL STRUCTURE OF YOUR Fourteen of the respondents stated that the FBO was an independent agent, with one city not responding to this question. MICROFILMLU BY 1. JORM MICR+LAB CEDAR RAPIDS • DCS MOINES I r41Lk0F1LMEU BY JORM 141CROLAB LEUAk RAVIUS .ANU A i•I�;h�:,, . A HOW MUCH IS THE ANNUAL REM CHARGED TO THE FBO? B.A. IST l&N ESCALATOR CLAUSE OR RE -NEGOTIATING PROVISION IH THE CQ"JTRACT WITH Thirteen cities have such clause or provision in their contract with the FBO, two do not. Y•_..-�� MICROFILMED BY JORM MICR+LAB f.FDAR RAPID$ • DFS MOIf1ES The answers to this question varied from city to city, therefore the responses are listed below. a) $18,000 plus a T -hangar - Purdue University Airport b) Based on square footage - 14.1¢ per square foot for land with structure and $1.50 per square foot for building rent - Madison, Wisconsin c) Amortization plus 4% interest - Sioux City, Iowa d) 6% of gross income - Cedar Rapids, Iowa e) $100-$500 per year - Boulder, Colorado f) $3,900 per year - Bloomington, Indiana g) Varies with each FBO - Dubuque, Iowa h) Amortization of city constructed buildings - Des Moines, Iowa i) 3% of annual gross income - Lawrence, Kansas j) 0-5 years - $ 1,917 per year r 1982 - 2,393 per year Columbia, Missouri 1987 - 2,750 per year 1992 - 3,167 per year k) 48Q per square foot for one and 50t per square foot for the other - Davenport, Iowa 1) $13,920 per year - Ames, Iowa m) 1% of the first $100,000 2% of next $100,000 Waterloo, Iowa F 3% of next $100,000 not to exceed 5% n) $65,603 for one FBO and $58,640 for the other - Lincoln, Nebraska o) 6t per square foot of land and 6d per square foot of building space - Ann Arbor, Michigan 11, Hal PUCH IS THE ANNUAL PIAPJAGUTIff FEE CHARGED BY THE W Of the fifteen cities contacted only one, Ames, Iowa is in a situation where the FBO manages the airport. Most of the cities contacted i. stated that this was viewed as a conflict of interest. 12, HOW LONG IS THE CONTRACT WITH THE FBO? Six cities have contracts with their FBO's that last for 20 years, four have contracts that last for 10 years and three have contracts that last for 3 years. The FBO at the Purdue University Airport has a year-to-year contract, and the FBO at Ames, Iowa has an open-end 90 day cancellation contract. B.A. IST l&N ESCALATOR CLAUSE OR RE -NEGOTIATING PROVISION IH THE CQ"JTRACT WITH Thirteen cities have such clause or provision in their contract with the FBO, two do not. Y•_..-�� MICROFILMED BY JORM MICR+LAB f.FDAR RAPID$ • DFS MOIf1ES 1•tiCRUFILML0 BY JORM MICROLAB CEDAR RARIJS AND A, ��:�+��• •��^ B.41 -AT PERCE'JTAGE OF THIS FEE DOES THE FBO RECEIVE? Five respondents stated that the FBO received 100% of the fee, six stated that the FBO received none of the fee, and four did not respond. 16, DDES THE FBO PROVIDE A FINCIAL STATSW TO THE CITY? Nine cities responded that the FBO did provide a financial statement, five responded that they did not and one did not respond. 1 141CROFILMED BY •� JORM MICR¢LA6 Cf OAR RAPIRS • SFS I401RC5 B,BRIEFLY PROVIDE DETAILS OF SUCH PROVISION Some of the responses include: a) negotiated every year b) based on Consumer Price Index c) percent over one million dollars in sales (varies) d) re -negotiate every five years e) an increasing escalation of 5t per square foot for next 5 years f) tied to inflation - fees can be re -negotiated on flat hangar rents not to exceed 5% increase. 14,A, IS THERE A TIE DO41 FEE CHARGED AT YOUR AIRPORT? Thirteen cities charge a tie down fee, one does not and one leaves the decision up to the Fixed Based Operator. i' f B. PERCFI'liAGE OF THE FEE RECEIVED BY THE FBO? Six of the ten cities responding stated that 100% of the fee was received by the FBO, one respondent stated that the FBO receives 40% of the fee (Columbia, Missouri) and another city stated that the FBO received 50% of the fee (Lincoln, Nebraska). 15.A.IMT IS THE MLY RENT ON T -HANGARS? The fifteen responses varied: a) $70.00 -heated, $55.00 -unheated - Purdue University 4 b) $50.00 - Madison, Wisconsin c) set by the FBO - Sioux City, Iowa and Boulder, Colorado d) varies according to type & heating - Cedar Rapids, Iowa e) $50.00 -single engine, $75.00 -twin engine - Bloomington, Indiana f)) $48.00 wooden, $61.50 steel - Dubuque, Iowa g) $32.50 (city -owned) - Des Moines, Iowa h)) $40.00 - Lawrence, Kansas i) Columbia, Missouri has no T -hangars j $35.00-$60.00depending on type - Davenport, Iowa k $40.00-$45.00 - Ames, Iowa 1) 20 charged to FBO and he/she then re -rents them for $40.00-$50.00 per month - Waterloo, Iowa m) approximately $43.50 for each of 118 T -hangars - Lincoln, Nebraska n) $65.00-$119.00 - Ann Arbor, Michigan B.41 -AT PERCE'JTAGE OF THIS FEE DOES THE FBO RECEIVE? Five respondents stated that the FBO received 100% of the fee, six stated that the FBO received none of the fee, and four did not respond. 16, DDES THE FBO PROVIDE A FINCIAL STATSW TO THE CITY? Nine cities responded that the FBO did provide a financial statement, five responded that they did not and one did not respond. 1 141CROFILMED BY •� JORM MICR¢LA6 Cf OAR RAPIRS • SFS I401RC5 t4ILiWi [LMLO BY JORM MICROLAB LLUAR ROM ANU OLi 17, HAVE THEE BEEN A'JY PROBLuis WITH HAVING A FBO IN YOUR CITY? Six cities stated that they had some problems, eight stated that either there were no problems or the problems were minor, and one did not respond. Some of the responses to this questions included' a) It's tough for the FBO to make a living - payments are sometimes slow. b) There is too much competition with three heBF60. c) City's General Fund ends up supporting d) Previous FBO went bankrupt - was a poor administrator and we threw the bastard out. e) Reasonably satisfied with the FBO but would like to see Airport more self-sufficient. ents not made, poor f) FBO late with payment of rent, sometimes pa Ym quality of service. 18, WHAT IS THE AVERAGE NNER OF AIRCRAFT STORED AT YOUR AIRPORT PER. UM? 'F The average number of aircraft stored ranged from a high of 215 at �. Des Moines and Ann Arbor, Michigan to 19 at Columbia, Missouri. The rports of the fourteen average number of aircraft stored at the ai cities responding was 116. s i , i--------------- ------------------------------------------- Madison,Wisconsin Sioux City, Iowa Cedar Rapids, Iowa Boulder, Colorado Bloomington, Indiana Dubuque, Iowa Lawrence, Kansas Columbia, Missouri Des Moines, Iowa Ames, Iowa Waterloo, Iowa Davenport, Iowa Ann Arbor, Michigan Purdue University Airport Lincoln,Nebraska (Lafayette, Indiana) MICROFILMED BY ,�...� , JORM MICR+LAB CEDAR RAP M • DCS MOINES MILROFILMED BY JORM MICROLAB CLDAk RAPIDS AND ULS AUIkLL , .v..:. City of Iowa City MEMORANDUM DATE: May 26, 1978 TO: Neal Berlin, City Manager / John Hayek, City Attorney FROM: Melvin Jones, Administrative Assistant -Finance V% RE: Questionnaire to T -hangar Renters and Waiting List Customers The following responses were compiled from 37 answered questionnaires. From the lists received from the manager of Iowa City Flying Service, there were 28 people who rent T -hangars and 18 people on the waiting list. We, therefore, received an 80% response to our questionnaire. I MICROFILMED OY JORM MICR4LA6 CEDAR P.AP:DS • Pf.S 1401NES s: t MILROFILMED BY JORM MICROLAB CLDAk RAPIDS AND ULS AUIkLL , .v..:. City of Iowa City MEMORANDUM DATE: May 26, 1978 TO: Neal Berlin, City Manager / John Hayek, City Attorney FROM: Melvin Jones, Administrative Assistant -Finance V% RE: Questionnaire to T -hangar Renters and Waiting List Customers The following responses were compiled from 37 answered questionnaires. From the lists received from the manager of Iowa City Flying Service, there were 28 people who rent T -hangars and 18 people on the waiting list. We, therefore, received an 80% response to our questionnaire. I MICROFILMED OY JORM MICR4LA6 CEDAR P.AP:DS • Pf.S 1401NES i 191LkUFILMEU BY JORM MICROLAB • CEDAR RAVIUS AND ULS ;;U1:1u, 1, DID YOU ENCOUNTER ANY DIFFICULTIES IN OBTAINING A T -HANGAR? (SPECIFY) 1. No - arranged to rent a T -Hangar while the first ones were being built 2. No - only to wait until new hangar was completed. 3. There were none available until the last ten were built. 4. Had to wait my turn. 5. Yes - had to buy airplane. 6. Yes - however, I was able to handle the problem. 7. No - I have had one for years. 8. Waited about a year when we first became interested in flying. Looked at every single engine aircraft and bought which we thought was best plane and best price which happened to be from Iowa City Flying Service. 9. Yes - long wait. 10. No - had to get on waiting list but got one shortly thereafter. 11. No - but I purchased an airplane from FBO and might not have done so unless hangar available. 12. We have had hangar space for many (more than 10) years. 13. No - we have had one since 1963. 14. Yes - there are none available. 15. Yes; I got the impression that 1) there were very few hangars available, 2) the FBO would chose who wnuld and would not get hangars, and 3) and not just everybody would be acceptable. 16. Yes - none available. 17. I have been told that none are available - however the rumor is that if you buy a plane from E.K. the hangars soon become available. 18. I was told none were available, I have based my airplane here since Aug. 77. 19. Yes. Because there are not nearly enough T -Hangars. 20. Yes:: I asked to be on the "list" for 5 years and asked repeatedly to see the list and never saw "it". Certainly a "bribe" was expected in the form of purchasing an aircraft from the FBO or "perhaps" overtly paying him off. During my stay a friend came to town (Mr. Lambert) he,had a plane which was wrecked and purchased a second one from the FBO. He immediately got a hangar although I had been on the "list" for 4 years longer. 141CROFIL14ED BY JORM MICR�LAB CFDAR RAPIDS DCS MOINES MILUFILMED BY JORM MICROLAB LEOAR kAPIOS AND uL� AQ,:4L,. �^^ 21. Yes, Mr. Jones puts you on a so-called waiting list, but seems you never get a hangar unless you buy an airplane from him. 22. Yes, because of the lack of hangar space I have had to leave a new aircraft outside. 23. Yes, I asked for a hangar almost 2 years ago. The manager keeps saying I'm on "the list" but never writes anything down. The word around town is that you have to buy a plane from E.K. to get a hangar - I have many friends who also want hangars. 24. Have aircraft based in Cedar Rapids. Have tried for several years to obtain a hangar - please build more - 25. Waiting time is long due to long backlog. The cost of the hangars makes the cost prohibitive. Before coming to Iowa City, I was based at Decorah. There, the hangar rental was $30/mo. i 26. Do not use. 27. I have not tried as I cannot afford the cost. I paid $5500 for my plane a few years ago. How can I justify investing $600 to $900/yr. in such a vehicle for storage? 28. No - because I bought an airplane there. 29. Yes - I have the most expensive plane which is kept outside all year, despite multiple attempts to obtain a hangar. 30. I have" A friend and I were wanting to buy a plane in Illinois. But were unable to get a hangar in Iowa City. 31. I have been hangaring aircraft at Iowa City for 25 years and anti -date the present management. More recently, it seems, the T -hangars are only given to people who buy aircraft from the I.C.F.S. and these are obviously used to promote local aviation aircraft sales which I feel is unfair to some Iowa City residents; 32. No - as I spend from $400 month to $1500 a month for service and rent and you people know how important it is for a good business to function. a MICROFILMED BY ' JORM MICR+LAB CEnAR PAPJOS OFS MOINFS 14ILROFILMED BY JORM NICROLAB CEDAR RAPIDS AND UES 1'10111u, �! MICROFILMED BY JORM MICR#LAB' f.FDAR RAMS • DCS MOMS 2. DO YOU FEEL THE T -HANGAR RENTAL IS (CHECK ONE); TOO LOW TOO HIGH ABOUT RIGHT OTHER Number of Respondents Percent TOO LOW 0 0% 12 32% TOO HIGH f, ABOUT RIGHT 20 54% ^' OTHER 5 14% 37 100% f a e { Y 3, HOW 14OULD YOU RATE THE AIRPORT SERVICE? 4 GOOD FAIR POOR OTHER Number of Respondents Percent 15 41% GOOD 43% FAIR 16 6 16% POOR 0% OTHER 100% 37 �! MICROFILMED BY JORM MICR#LAB' f.FDAR RAMS • DCS MOMS I;1ILR0FIU4EU BY JORM MICROLAB CEDAR RAPIDS AND ULS i•IuIIIc ruv:, r^� 4, HOW WOULD YOU RATE THE AIRPORT FACILITY? r 4� _r4.• MICROFILMED BY JORM MICR+LAB CEDAR RAPIDS • DCS MOINES GOOD FAIR POOR OTHER Number of Respondents Percent GOOD 25 68% FAIR 9 24% POOR 3 8% OTHER 0% 37 100% r r x 5, HAVE YOU PURCHASED AN AIRCRAFT FROM THE IOWA CITY FLYING SERVICE? a Number of Respondents Percent f' YES 14 40% NO 21 60% ' 35 100% 1, IS YOUR PLANE HOUSED IN ONE OF THE CITY'S T—HANGARS? Number of Respondents Percent YES 20 57% NO 15 43% 35 100% Of the twenty respondents who have their planes housed in one of the City's T -hangars, 10 have purchased planes from the Iowa City Flying Service and 10 have not. Of the fifteen respondents that do not have their planes housed in one of the City's T -hangars, 4 have purchased aircraft from Iowa City Flying Service and 11 have not. 4� _r4.• MICROFILMED BY JORM MICR+LAB CEDAR RAPIDS • DCS MOINES rgiCROFILMED BY JORM MICROLAB • CEDAR RAPIDS AND UES ;-IUI',u, .u...' 141CROFIVED By e JORM MICR�LAB Cr DAP P.APIDS • DF.S Fm INCS 6, WHAT IS THE BIGGEST PROBLEM, IF ANY, YOU'VE HAD AS A USER OF THE IOWA CITY AIRPORT? 1. Automobile traffic at intersection of Riverside Drive and West Benton and especially Riverside Drive, Highway 1 & 218 intersection at the beginning and at the end of the day (which is the time I usually want to use the Aiport). 2. Have had no problems other than wind damage from another plane being blown into mine before acquiring a T -Hangar. 3. (a) Unavailability of 80 octane fuel. I go to Green Castle or C.R. for fuel. (b) No markings on taxiways and runway intersections. (c) Runways are showing signs of deterioration. 4. Having snow removed as soon as it should be. u 5. ; Can't find taxiways at nite - badly need taxi lites at intersections and every 100-200 feet. j " 6. No big problems - only small inconveniences on occasion. e? 7. Snow removal - I have returned to the airport to find a foot wind row of snow between the 2 rows of hangars. t 8. Lack of concern for details. I had a hangar door who's lock wouldn't work for several years- reported repeatedly. Several times I told employees/manager that I was going to leave early AM and to gas it up - not done. 9. Finding a place to park near the terminal as my wife and I are both instrument students. At night we have a hard time finding an exit off the active. 10. None - except the 2 year wait for a T -hangar. 11. Airport Commission seems to be coming up with a negative attitude toward good i and necessary use of facilities to encourage large company use in the last couple of years. 12. Dependable service - the line boys are not always experienced or interested or both. 13. Lack of service - improper operation of airport lighting system - equal in rank. 14. The ridge of snow that is left by the hanger door after a snow creates a pocket for ice to form by our door. It is then impossible to get the plane out unless there are two or three people to help. 15. There is no 80/87 octane available only low lead 100 - LL,100 is not the best for 100 to 160 HP light aircraft engines. 16. (It is difficult to respond with a list of particulars, however most of the problems_ could be attacked if there was some alternative (i.e., competetion; another FBO) on the field. I am unhappy about the unfriendly atmosphere at the airport as reflected by the FBO but that may be just my problem. But the FBO, in my opinion, treats the airport as if it were his feudal kingdom. I am not sure others would agree with me but I did not feel that the importance of general aviation to a town like ours is well presented or represented by our current 141CROFIVED By e JORM MICR�LAB Cr DAP P.APIDS • DF.S Fm INCS M1wt0i 1L14LO BY JORM MICROLAB CLOAR RAPIDS AND SLS 41J1f,L 111" 8, ANY OTHER CUgWS OR SUGGESTIONS? 1. Close to town location and availability of six takoff-landing directions make this airport one of the most useable in the state. Pavement (runway surface) needs some repair to check deterioration. 2. I think E.K. Jones is a very good operator. 3. I believe the airport could be an even better asset to Iowa City, individuals, industrial - by proving better facilities. 4. Some competition would help. 5. General aviation provides also another service - and the story about that service is not hilited to the public. We need a good Iowa City airport. I don't believe that we need a bigger one; but we could tolerate more free enterprise, competition if you will, with the Iowa City airport. 6. Flying clubs should be encouraged as they are in C.R. If 6 or 7 people could own part of - and fly - a $10,000 15 year old plane many more people would be able to use our very fine facility. I do not believe that any of the present users need an expended airport. Longer runways would do me no good'! However, if industries who do employ people need an extended airport, possibly we should consider the problems and look at them with an eye to the future. Most cities with a good solid industrial base, and the tax income to prove it, have an excellent airport. Modern business is more and more geared to business aircraft. There are winners and losers, the winners usually have them. 7. I think E.K. Jones is doing a good job for the city. Sometimes he comes off pretty blunt but thats O.K. I think you have a fine facility but need more hangars and taxi lights. Non -pilots believe airports are a waste of money. We have no children but we still believe in schools. Property taxes we sure do pay. 8. What does the City charge Iowa City Flying Service per month for the T -hangars? And why shouldn't they be leased direct -probably would make the City a lot more money. If a landing fee is charged -- you would be probably the only airport of this size to charge the fee and a lot of plane owners would move to other fields in the area. I think many people do not realize that most of these planes are used for business as well as pleasure and quite a lot of the business generated for Iowa City firms is done with the help of these aircraft. If the City needs to obtain more revenue perhaps they might consider letting another FBO onto the field. 9. Airport is probably larger than necessary for small craft but could stand to increase length of at least one runway for corporate aircraft use. 10. Runway lighting only fair and taxiway lighting is non-existent. 11. How about a public (hearing) merging called by the City Council or a Sub - Committee thereof for purpose of gathering info. 12. Keep up the good work. The airport is very important to our business. 13. The shop area could be kept neater and cleaner. �a.��.,..r.. 141CROFILMED BY JORM MIC Rd•L-AN CFDAR VAPID° • DES 14OVIFS MILROFILMLU BY JORM MICROLAB LLUAk RAPIDS AIIU uLS R'wi:.u. 14. I would like to see the City Airport Commission and/or any related group taxiways which search out Federal and State funds to upgrade the runways and -- the pilots and aircraft pay dearly into should include ramp area expansion the Aviation Trust Fund developed in 1970 for airport and airways development. I would like to see some type of dusk till dawn lighting in aircraft tie down areas in front of the terminal building. Perhaps as important - signs or with lighted arrows directing the way to terminal ramp area for night aircraft arrivals - this problem has been brought to my attention numerous the especially times - its very difficult for pilots unfamilar with runways night first timers. Aviation has been a close part of my life for 35 years listened to comments and plus - I've studied it and many airports and have so airports as well as excellent gripes of pilots. I have flown out of not good this background in mind - if I can be of further assistance airports with in the future please feel free to contact me - it is my desire to do my part to keep general aviation healthy and growing this can be accomplished by having adequate airport facilities. 15. Aero clubs are not allowed on the field - this is aneconomical way for more into E.K. people to participate in flying and share the expenses but it cuts Iowa City even though our business and is therefore unable to operate out of kflyers who are not at all satisfied tax money supports it. I now of many with E.K.'s services. 16. It appears the flying service would like us to take care of our own aircraft If I (washing, etc.). I do not have the time or inclination to do so. cannot het better service with less hassle than before the summer -1 am but talked moving my aircraft to C.R. I had done this once this winter was into returning by Dennis Gordon. 17. Yes. I am very pleased to recommend Mr. E.K. Jones as a qualified operator. He has very successfully operated the Iowa City Flying Service ever since he took over the airport. His Flying Service is well above the average and his aircraft are well maintained. 18. I feel this is a very biased questionnaire. The main problem with the airport is politics as seen in your questions. The fixed base operator does a very good job with the facilities here & the support he gets from the City fathers. If you ever want to put together a questionnaire that truely covers all of the problems at the airport, I would be glad to help. I also find it hard to believe that these questionnaires can be kept in confidence. The city commission, airport commission, and E.K. Jones should all have this in- formation. 19. I removed my plane because of what 1 considered threats to its safety. I'll admit that after my first few encounters with Mr. Jones that I never purchased any gas from him, partly because he didn't carry 80 octane. Iowa City needs: (1) competition on the field, (2) more hangars and ability for individuals to build hangars, (3) encouragement of flying clubs, (4) 80 octane and (5) adequate tie downs: Mr. Sauberts plane was totally destroyed (summer of 1977) as it sat next to mine the only difference was my tail tie down which I installed myself. It was a shame that the fine facilities and location at Iowa City cannot be utilized. Mr. Jones' reputation as an unfair and greedy landlord also go beyond Iowa City. I hope your evaluation has some fruition - and good luck in dealing with Mr. Jones. 141CROFILMED BY JORM MIC R+L A B CFDAR RAPMS . OFS MOVIES r41CRUlILMED BY JORM r41CROLAB CEDAR RAPIJS AND JLC 20. This city is growing, we definitely need more hangar space. 21. I would think the city with the long waiting list could put up new hangars. If they don't,owner of aircraft will be forced to move to another airport. The service I have received from the Iowa City Flying Service is great. Iowa City's lucky to have an operator like E.K. Jones. I realize there is only so much he can do for hangars. 22. Iowa City is a very expensive place to base an aircraft. Consequently, many go elsewhere to get work done, buy gas, etc. An evaluation should be made regarding how heavily the City of Iowa City taxes its airport compared to other towns. The City of Rochester, Minn., made it impossible for an FBO operator to survive by attempting to tax too heavily - consequently, Rochester was without FBO for period of time, perhaps still is. The City of Rochester over- looked the fact that general aviation is not an inexhaustible deep pocket. When the tarrif gets too steep, those on a limited flying budget cease spending. Rochester was the loser for its short-sighted revenue policies regarding its airport. It would be a shame to see a similar thing occur here at Iowa City. The Iowa City Aiprort is a splendid facility, lacking only in the shortage of T -hangars, the limited shop facilities and lack of 80 octane gas. The City t of Iowa City would be money ahead over the long haul to pursue a moderate taxation < policy that would allow the FBO to make a profit without charging fees that discourage aircraft owners from doing business locally. 23. There are too many hazards at the end of the runways, such as towers and housing areas. 24. I like the airport facility fine but feel that the appearance could be kept i up better (the front from the highway to the terminal). 25. If people are forced to park on grass there should be pathways of snow cleared to allow one to get his plane off the grass. 26. Let another F.B.O. move to the Airport if someone applies. 27. I feel that the City's snow removal was very poor. I appreciate that this was a particularly difficult winter, but the City snow removal service has not been as good as the service provided by Mr. Jones and the previous operator. I feel Mr. Jones has excellent mechanics and I have great con- fidence in their aircraft maintenance. I have previously served on the Iowa City Airport Commission as a member and past chairman. I feel these matters would be best handled through the present Airport Commission, who are very capable. 28. I think we should all be very thankful for the airport in Iowa City. As it means many more dollars to the City and also to people using its facilities. 141CROFILMED BY JORM MICR#LA9 CEDAR RAPIM, • 4L5 MOVICS t.!ILRU WILD BY JORM 141CROLAB CEDAk RAPIDS ANU ULS VwiNL; ;ear Sir: ortunit to e%:prrss my vie'w's on I wish to tisank you for this; o.p y tl:e Iowa City airport. I earned my private flyin,; license and purci,asod a used plane 1,0M lova: City plyini; Service about four year, a[o. 1!o hangar pace was available to me at that tim0} j1tlnou,;Jj,ow `L ter ofrthc•Pra new of more expensive planes received hen;,: but, I do feel thaL the rent is hid'. 14ii}%ty octane fuel is :mother problem. ';then the fuel suppliers came out with 10CLL (lour lead), the FPO switrhed and flatly refu::ed to in.^,tall srp;:rntc :aoraUo faciliLi.e,s but dropped 00 oct;mc rompletcly. ?ike e asys that 100LL ices no hsm to po•uerplents dcoi;,ned for 00 octane. limine manufacturers and everyone who docs not hove a money atafu in the fuel, but know eni;inec,suy the oppozilte. I rport �eprludeoi mad tolule 50". of the airplanes using the Iovr,, •.itY 00 octane fuel. I would lik:c to see run r.; intersections and taxi•++ays,uarhed. I sometimes have trouble finding an inLersection at night and am sure that a stranger ,just find it almost impossible. In this, I ark not advocating the expenditure of a lot of tax money. 3eflectorized markers would de the job. 'his has Leen mentioned to the manager !li reply was, "Look for a place where the lag of the concrete cl:an(es direction. That':: where you turn." le whoI feel that aviation is unique in that moot of the people enga;e in it retain a certain chilJliye enthusiasm. There is no plane for boredom. WIIen the m#tlie e an airport,ue is nand ti:eoconununityairic suffercapt the great money, then the pilots, p loss. „e have it fine facility with three concretr, runways. This is exceptional. The runways need repair, true. The airport needs more, though. Vie need someone who will take an interest in the airport, the people who use it,and the community relations which should be a large part of a mana,;er's Job. Promotional activities are unknown here. I feel that this is caused by the, fact that promotion seldom shows an immediate payoff in dollars. I would welcome the opportunity to discuss these and other th0116ilts with you at your convenience. - - - — 141CROFILI-IED BY JORM MICR+LAB CEDAR RAIMM • TS MOINES I.1ICROFILMEU BY JORM 141CROLAB CLDAk RAPIDS AND ULS 61Ui11LJ, 'J"' i' I probably have hangered an airplane at the Iowa City Airport longer than anybody now using the facility. I first hangered an airplane in the large hanger in 1953. I have continually t' had an airplane hangered in Iowa City since 1959. �1 I feel that the management and the service at the Iowa City Airport is excellent. I feel that Mr. Jones is a very good fixed -base operator and has made tremendous strides with the Iowa City Flying Service. In addition, he has functioned well as the airport manager. Quite frankly, I feel that the service maintaining the airport with snow removal from the runways, airport mowing and so forth, has shown a serious deterioration after the contract with Mr. Jones was terminated and these services were taken over by the city. I feel I can speak with some authority on this subject as I was on the Airport Comnission for six years before this change over occurred. I have strong feelings that our fine airport will continue to do well under the watchful eye of our present Airport Commission and Mr. Jone's management. _ i' 141CROFILMED BY ! JORM MICR+LAB CEPAR RAPIDS . PES MOINES Y MICROFiOLD BY JORM 141CROLAB Iowa City CEDAR RAPIDS AND UL5 }1616c,, J1111 UF•.STIONNAIRE I. MICROFILM By JORM MICR+LAB CFDAR RAPIRS • DCS MOINES (1) What is the total number of landings and take -offs at your airport per year? Landings N/A Take -offs N/A (2) What is the amount of the flowage fee charged? .02/gal. (3) Annual gas consumption for the last two years? Approx. 274,000 gal. (4) Has the flowage fee always remained the same? Yes (for at least 7 years) When did it last change? Is the fee regulated by state or city code? By contract between Airport Commission and FBO. (5) Who manages your airport? (check one) I a) Airport Commission r €` b) Airport Commission w thea Fii ed manager X 1 c) Department Director d) Other (specify) f; (6) Does your airport have a Fixed Based Operator (FBO)? yes (7) Does the flowage fee charged to aircraft include aircraft owned by the FBO? Yes (8) Is 'there more than one FBO operating at your airport? No How many? _ one (1) (9) Where does the FBO fit within the organizational structure of your city? (check one) Is he/she a department head Is he/she a division head Is he/she an independent agent X - and he manages airport Other (specify.) (10) How much is the annual rent charged to the FBO?15 5.552 (11) How much is the annual management fee charged by the FBO? $5,000 as of 1/1/78 (12) How long is the contract with the FBO? 10 .years (13) Is there an escalator clause or re -negotiating provision in the contract with the FBO? Yes If so, briefly provide details of such provision? Renewable every five years; if Airport Manager and Airport Commission can not agree, it goes to arbitration. 1/1/77 last date this was exercised, next scheduled one is 1/1/82. FOO has a ten year option in his contract from 1986 to 1996. (14) Is there a tie down fee charged at your airport? Yes What percentage of this fee, if any, does the FBO receive? —1 00% MICROFILM By JORM MICR+LAB CFDAR RAPIRS • DCS MOINES MICROFILMED BY JORM MICROLAB • CEDAR RAPIDS AND ULS MUINLj, :u.... 4 -2- (15) What is the monthly rent on T -Hangars? $60.00 What percentage of this fee, if any, does the FBO receive? 50% (16) Does the FBO provide a financial statement (i.e. list of assets, liabilities, total income) to the city? No (17) Have there been any problems with having a FBO in your city? _ What has been your experience good or bad - briefly state? (18) What is the average number of aircraft stored at your airport per month? Approximately 79 per month. 141CROFILMED BY I JORM MICR¢LAB CFMR PAPIDS - DFS MOMS r,AIOWt ILMLD BY JORM 141LROLAB rte, CLDAk RAPIDS AND UL City of Iowa City MEMORANDUM DATE: July 31, 1978 TO: All Administrative and Supervisory People M: Neal Berlin RE: Management Compensation Plan FRO For some time there has not been overall planning for management compen- sation. Shortly a management team will be considering the development of a management compensation plan for my review and presentation to the City Council. I hope that we can relieve past problems in our manage- ment compensation plan such as internal inequities between the salaries of various employees, and the inconsistent criteria for wage increases. There are several issues which I hope the team will address. 1. Salary. The criteria for annual increases; the advisability of merit pay or longevity pay. 2. Classification. The relative responsibility, skills, and abilities of employees within the open ranges. 3. Other benefits. This may include insurance coverage (health, life, disability), retirement plans including deferred compen- sation plane, use of vehicle and parking privileges, and other economic benefits. 4. Amount of time away from work. Leaves, vacations, and other time away from work. 5. Severance benefits. This may include recommendations relating to Job security. Members of the team will be Harvey Miller, Dennie Showalter, Lolly Eggers, Kevin Keck, and Candy Morgan. Ms. Morgan will serve as convener of the team and will be responsible for staff support to other team members. You are encouraged to submit your ideas and concerns to members of the study team. I anticipate that this group will meet with some frequency during the next several months and that a plan will be developed which can be in- corporated in the FY80 budget preparation, for implementation July 1, 1979. bv4/8 cc: City Council MICROFILMED BY ` JORM MICR +LAB CEDAR PMIPS • ITS MO19C5 /S'0 y 01t,kOi ILMEU BY JORM MICROLAB CEDAR RAPIDS AND UES-IUt iu, .u+.. Mumma Railroad Passelpe, Cmlmahul. 400 N11h 001101 Stmol, N W. Washingmn 0 C 20001 1011111,11, )202) 3833000 ENTERED AUG 3 1979 /SOS Y 't= 111CROMMEO BY ,. JORM MICR#LAB MAP PAPIOS • OPS MOWS August 1, 1978 Amtrak 7m� Honorable Robert A. Vevera Mayor City of Iowa City Civic Center 410 Bast Washington Street Iowa City, Iowa 52240 Dear Mayor Vevera: y 4 Thank you for the kind letter of July 17, 1978, from the Iowa City City Council, supporting Amtrak service to Central Iowa. g r' Although we are happy to receive letters of this nature, and agree completely with the points you made, we are not in a position to respond directly to your needs. Last Fall the Congress directed the Department of Transportation to evaluate the Amtrak route system and to recommend from a zero base those 1 routes to be operated by Amtrak and funded by the Congress over the next five—year period. The DOT recommendations were released in preliminary form on May 8 and have been the subject of public hearings held by the Interstate Commerce Commission at a number of selected locations across the nation for the past two months. These hearings provide the public, state and local officials and others an opportunity to comment upon the DOT recommendations, or to make suggestions of their own concerning the route system. Upon completion the DOT will use the data thus generated to determine if changes should be made in their study prior to presenting it to the Congress. Once received by the Congress, it will be determined if the recommended system best meets the needs of the people and the study will be modified as deemed appropriate and a final version will be approved as guidance for Amtrak. Thus, all authority for the selection of new routes lies at the moment between DOT and the Congress, with Congress, course, having the final say. of /SOS Y 't= 111CROMMEO BY ,. JORM MICR#LAB MAP PAPIOS • OPS MOWS MILROFIL14ED BY JORM MICROLAB Honorable Robert A. Vevera August 1, 1978 Page two CEDAR RAPIDS AND uLS MUINL_,, iuv-„ A hearing was held in Des Moines on July 12, but you may still present your views directly to the DOT by addressing them to: Mr. Robert C. Hunter, Director Office of Passenger and Special Programs Pederal Railroad Administratlon 400 7th Street, S.W. Washington, D.C. 20590 More importantly, you should apprise your Congressional delegation in order that your desires may be considered and properly weighed during Congressional deliberations. I regret not being able to give you a positive answer, but trust the information I have furnished will enable you and the City Council to channel your efforts productively. We are pleased with the amount of traffic being generated In your city and hope the final decisions by the Congreus will permit continued and improved rail passenger service to your area. Sincerely, John V. Lombardi Director State and Local Services 141CROFILMED BY JORM MICR+LA9 MAR RAPIDS • I1F.5 I40INES I•IILkUFILi4LD BY JOR14 I•IICROLAB CEUAk RAPIDS AHD ULS }IOi6u, +•• COMMISSIONERS /-5-0 6 JULES M. DUSKIER BARBARA DUNN DONALD N GARDNER WILLIAM i. MCORATH ROBERT n. RIDLER L. STANLEY SCHOELERMAN ALLAN THOMS Slou. CITY On Molm, OwM RmIE. wu... — --•�-• 141CROEILMED BY .� JORM MICR#LAB CEPAP P,APIO1 • lrS MOINES pF Tqq RECEIVED JUL 2 8 1978 W�P y ��o�r/�lirr•�r�` � �,�i�loolt,�,�� /GWA PUBLIC TRANSIT DIVISION / STATE CAPITOL DES MOINES, IOWA 50319 515281.4265 July 25, 1978 REF. ND. The Honorable Robert A. Vevera Mayor of Iowa City Civic Center 410 East Washington Street Iowa City, Iowa 52240 3 Dear Mayor Vevera: We have received and reviewed your staff's application for State Transit Assistance funds in the amount of $249,050 ($235,350 operating plus $13,700 capital). 3 Upon review we have the following questions and observations: I. Use of Funds Your application states The city of Iowa City requests i assistance to continue the transit improvements begun during FY 1978. The city does not seek to implement any new services but instead intends to use state operating assistance to keep from having to curtail any existing operations". At the outset, let me assure you that in your case we have no r objection to using state transit funds to merely continue existing operations and assist in financing such continuation. However, your application has raised serious questions concerning the amount of financing necessary and the practical net result of such drastically increased state funding. The remainder of our letter addresses these concerns. II. Historical Trends The following statistics represent the financial picture of Iowa City Transit for the fiscal years 1976-1977, 1977-1978, 1978-1979: COMMISSIONERS /-5-0 6 JULES M. DUSKIER BARBARA DUNN DONALD N GARDNER WILLIAM i. MCORATH ROBERT n. RIDLER L. STANLEY SCHOELERMAN ALLAN THOMS Slou. CITY On Molm, OwM RmIE. wu... — --•�-• 141CROEILMED BY .� JORM MICR#LAB CEPAP P,APIO1 • lrS MOINES MlLkOFILMLU BY JORM MIGROLAB CEDAR RAPIUS AND ULS II ;iiu. .�• MICROEILMEO BY JORM MICR+LAB CEDAR RAPIM . OES MOINES r The Honorable Roi.,,rt A. Vevera July 25, 1978 Page 2 Fiscal Year Fiscal Year 8 Fiscal Year $ 1976-77 1977-78 Change 1978-79 Change Revenues $316,960 $326,940 + 3.2% $322,650 - 1.38 Expenses $760,667 $786,197 + 3.48 $941,399 + 19.78 Deficit $443,707 $459,257 + 3.58 $618,749 + 34.78 As you can see there is a good correlation between revenues, expenses, and deficit for fiscal year 1977-78. However, your projections for fiscal year 1978-79 are astounding, especially in light of the fact that your application states that you are simply going to continue in fiscal year 1978-79 y i' that which you have already done in fiscal year 1977-78. c Please explain why expenses and deficits (and consequently your request for double the state funds suggested) are so far out r of control. Perhaps the solution lies elsewhere rather than simply providing more money? III. Expenses We notice the following relatively large percentage increases in the following line items. Please provide more information concerning the reasons behind such increases: A. Staff salaries from -0- to $5,982. B. Employer insurance premiums from $18,900 to $22,937. C. Pension costs from $41,040 to $46,872. i D. Transit planning from -0- to $1,200 (we are already providing $6,400 for transit planning). E. Aid to agencies from $27,827 to $36,000. F. Repair to service equipment from $3,300 to $4,300 (especially in light of new equipment being used). G. Maintenance supplies from $900 to $21,000. H. Repair parts from $18,775 to $26,950. I. Maintenance performed by another city department from $155,296 to $186,000. J. Drivers wages from $340,365 to $386,414 (13.58). K. Diesel fuel, etc. from $68,927 to $78,500 (13.9% increase in cost with a 78 increase in mileage). MICROEILMEO BY JORM MICR+LAB CEDAR RAPIM . OES MOINES 14lwWFIL4LU BY JORM 111CROLAB The Honorable Robert A July 25, 1978• Page 3 Vevera CLDAR RAVIUS AND ULS L. Equipment rental. from -0- to $1,000. M. Service wages from $20,520 to $25,747. N. Repairs to buildings from $3,200 to $9,000. 0. Marketing salaries from -0- to $5,982. P. Advertising from $7,600 to $17,000. Q. Personnel listing sheet. The salaries shown on the personnel listing sheet are also shown in the budget except for $29,432 described as temporary and overtime wages. IV. Revenues A. University Heights Your application states that you are providing service to University Heights on two (2) routes. However, we have letters from both the University Heights Mayor plus the Johnson County Regional Planning Commission disputing that statement. The dispute seems to center on the allegation that although Iowa City's buses are running through Univer- sity Heights they are neither picking up nor discharging passengers within the city limits of University Heights. Is this true? If it is true, and in light of your concern over financing your projected large deficit, why do you not pick up passengers in University Heights thereby increasing your revenues without increasing any costs? B. Special Service Transportation Your application states that you receive no revenue from the special transportation service under contract with Johnson County S.E.A.T.S. Why do you not see a need to collect revenue for services rendered, especially in light of your concern with the large deficit projected for fiscal year 1978-79. V. Financing A. Capital Projects Your application states that it will cost $50,000 to properly ventilate the bus garage. However, you also state that you will not apply to U.M.T.A. for assistance but will use $47,000 of local funds plus $3,000 Iowa D.O.T. funds for the project. In light of your concern with the large deficit projected for fiscal year 1978-79, why are you not using federal funds and thereby saving $47,000 of local tax money? S•"[� mcwr ILMED BY — '' 1 JORM MICR+LAB CCON? PAPT S • OCS MINES IAICROFILMED BY JORM MICROLAB d The Honorable Robert A July 25, 1978 Page 4 Vevera CEDAR RAPIDS AND ULS MUIIIL!), ,u+,,. r-. B. Section 9 - Financial Agreements We simply don't understand your reasoning or calcula- tions showing the financing of the Iowa City Transit System. Your application (Section 9) shows: Local Funds available to support transit deficit Property Tax = $246,466 Federal Revenue Sharing = $213,285 Total Local Deficit Funding Available = $459,751 Your application states that, although $459,751 is available from local funds, the projected expenditures equal $999,439. Our calculations (exclusive of our previous questions concerning the reasoning behind the projected large increases in expenses and deficits) using your figures shows the following: Operating Deficit = $618,749 Capital Expenditures (109 of $147,000) (assuming U.M.T.A. and Iowa D.O.T. participation)= $ 14,700 Total Local Subsidy Expense= $633,449 It would,therefore,appear that the difference between local funds available to subsidize transit versus the projected subsidy expense would amount to: Subsidy Expense = $633,449 Local Funds available = $459,751 Subsidy Shortfall = $173,698 This of course is exclusive of any economics which may be gained by investigating the relatively large cost increases addressed earlier in this letter. Y... `��. 141CROFILMED BY J "! JORM MICR,6LA13 CEDAR RAPTM • DCS FIOINCS i-11CROFILMED BY JORM 141CROLAB CEDAR RAPIDS AND ULS 1'IUINL�>, ,J— The Honorable.Robert A. Vevera MICROFILMED BY JORM MICR+LAE3 CFOAR RAPI05 • OFS MOIRES July 25, 1976 Page 5 You threatened to eliminate service if the Iowa D.O.T. does not provide the full funding request of $249,050. i am confident that such drastic action need not take place and with a cooperative spirit of investigation you can continue to provide excellent transit service to the citizens of Iowa City. ' We look forward to assisting you. Sincerely, Terrence L. Fritz, Dire or Public Transit Division TLF:kh cc: Neal Berlin, City Manager �f yi F t MICROFILMED BY JORM MICR+LAE3 CFOAR RAPI05 • OFS MOIRES i fAICRUFILi4LU BY JORI41.11CROLAB CLUAR RAPIDS AU AS hluitlL,, :w-� Of TA4 dS Asa rIPT177prn Alin 1 fr4". o WLIZ- /oWA REF. NO. New Hampton, Iowa July 31, 1978 Honorable Robert A. Vevera, Mayor City of Iowa City Iowa City, Iowa Dear Mayor Vevera: This concerns your letter of the 28th request- ing a meeting between your Council and our Commission. Our director handles the preparation of our agenda. Since you sent a copy of your letter to him, I am sure he will make the necessary arrangements with you. The Commissioners will be most happy to meet with you. I trust the meeting can take place real soon as we are proceeding with plans for this project at a rapid pace, as I am sure you have read. We look forward to meeting with you. Most sincerely, Robert R.Rigl r Chairman cc: Raymond Kassel RRR 111CROFILMEO BY JORM MICR+LAB CFDAR RAPIDS a PC.S M0114CS COMMISSIONERS IS -67 Slow JULSl wcityM.SUSEfl CITY BARBARA OUNN DONALDA.OARDNER Dee Molnn Ceder Rapid, WILLIAM F. MOORATH ROBERT R. RIOLER ALLAN THOM$ BRUCE N. VAN DRUFF Melrose New Hsmptun Oubu us 0 Ped Oak 111CROFILMEO BY JORM MICR+LAB CFDAR RAPIDS a PC.S M0114CS r•116ROFILMEU BY JOR14 IIICROLAB CEDAR RAPIDS AND ULS hlui;u�, •ur,� CITY OF CIVIC CENFER 410 E. WASHINGTON ST July 31, 1978 Mr. Harold Donnelly, Chairman Johnson County Board of Supervisors Johnson County Courthouse Iowa City, Iowa 52240 Dear Mr. Donnelly: OWA CITY, IOWA CITY IOWA 52240 - (319) 354.180) Sometime ago both the Johnson County Board of Supervisors and the City Council considered the desirability of establishing a cooperative agreement on land use for the land which is located immediately outside of the Iowa City corporate limits and within the City's two mile extra—territorial subdivision Jurisdiction. No action was taken at that time because the City's Comprehensive Plan had not been completed. In that the Plan now has been adopted, it would be desirable for the County Board of Supervisors and the City Council to address this subject in the near future. August will be a slow month because various members of the City Council and staff will be on vacation. However, we will be back to our standard schedule by the second week in September. Then we will be pleased to meet with you to discuss this issue. Please let me or Neal Berlin know as to what dates and times will be convenient for you. Sincerely yours, v ��w Robert A. Vevera Mayor i bv5/5 cc: City Council Neal C. Berlin, City Manager Emil Brandt, Executive Director, Johnson County Regional Planning Commission Ta �,'n•r MICROFILMEO BY JORM MICR¢LAB CEOAR P.APIOS • DES MOINES a Y C 1AICROFILMED BY JORM 141CROLAB 1—� • CEDAR RAPIDS AND UES MUP,Lu, :van ENTERED AUO ' ITM CS'. �(.JJ0Cja1fA, .J•nf. MUNICIPAL FINANCE CONSULTANTS PAUL D. SPCEn.P,1C51.c«',/ 01",�/ /! 9 NOVA 1.0 V. NOnCNE IIIOMAS E C.OUOIILAN /�l�/y/�p• •//IN// �� PAUI.0 (PlA0-.1P111n..ln. ANCA 312 FINANCIAL O-O6+B LAWIII.NCE J. MMMCn WAROLOO.IOWAf 1.1 July 31, 1978 TFICODOnE O.HUNZ IIwi110Tw1,. W IS. aJOSII NMI]O)•10i0 Mr. Neal G. Berlin City Manager Civic Center Iowa City, Iowa 52240 Dear Mr. Berlin: We are pleased to advise you that Moody's Investors Service, Inc. is maintaining its Aaa rating on your General Obligation Bonds. This is the highest rating possible and reflects the sound financial policies of the City. EB:mk Best regards, PAUL D. SPdER E Associates, c L6Vice President ESTABLISHED 1954 I ;41CROFILI4ED BY ,) JORM MICR+LAB. crDAR RAPIDS • DES MOINES I1ILtUFILKU BY JORM MICROLAB CEDAR RAPIDS AND JLS lUI:ILJ, .v+ City of Iowa City MEMORANDUM DATE: July 31, 1978 TO: John Balmer and David Perret, Councilpersons FROM: Hugh A. biose, Transit Manager RE: Johnson County Regional Planning Commission Transportation Advisory Committee Work Program for the New Transportation Planner It was my observation that no meaningful decision was made at the recent Transit Advisory Committee meeting regarding the work program for the new Transportation Planner. I would strongly encourage you, as Iowa City's policy makers on this Committee, to support the employment of Mr. Friese on the proposed UMTA grant as a number one priority. The ATS definitely needs to be finalized, the TDP Update is probably a worthwhile project (please refer to the attached memo), and the study of Regional Transportation Authority possibilities will undoubtedly yield some interesting results, but the UMTA grant application is of foremost importance if we are to continue the progress made this summer with our student intern. Without a timely commitment on the part of the Johnson County Regional Planning Commission, much of our momentum will be lost. cc: Dick Plastino Neal Berlin Jm5/26 :41CROFILIIED BY JORM MICR+LAB MAP RAPIDS . DCS MOINES /.si0 MlukUi IL&D BY JORM 141CROLAB TO: FROM: RE: CLUAk RAPWu AND uL,AU: ,L City of Iowa City MEMORANDUM DAT July 12, 1978 Dick Plastino, Director of Public Work Sue Sheets, Planner/Program Analyst Iowa City Area TDP and RTDP (Regional Transit Development Program) A few months ago, Hugh Mose asked me to take a look at the IDOT Transit Ridership Survey (administered in Iowa City October 1977 for the 1978 RTDP) to find data that may be helpful to us in evaluating and improving the Iowa City Transit System. My questions about their data have led to several interesting conversations over the past few weeks with IDOT, ECICOG, and JCRPC which I thought I should pass on to you. It seems to me that it would be in Iowa City's best interest to closely monitor the current RTDP AND TDP update process for the following reasons: 1. The data concerning the Iowa City Transit System in the 1978 DRAFT Regional Transit Development Program are not reliable to say the least. In their final summary, IDOT did not include all of the routes that were surveyed. In addition, many of the routes are mismarked, (e.g., survey responses marked as Manville Route responses are actually N. Dubuque Route responses). They have recently sent corrections, however, they notified me Monday that the corrections are wrong also. 2. The data are displayed in a manner which does not appear to allow valuable analysis. The data as IDOT provided it to ECICOG cannot be used to make projections for future ridership, to prioritize service improvements, to project the sample responses to the total service area, nor any other useful form of analysis to allow the City Council (or IDOT) to make policy decisions. This is very unfortunate because the survey was a valid one with a fairly high response rate for Iowa City, Out of frustration with IDOT, ECICOG has washed their hands of the whole mess. It now appears that we will have to re -tally all of the responses if we want to get any valid information. 3. Items 1 and 2 above are significant not only because of the time and money wasted, but primarily because the data in the RTDP is distorted and IDOT intends to place increasing weight upon data in the RTDP document as an A-95 Review guide and as the BASIS FOR ALL TRANSIT GRANTS. Area X's Draft RTDP is now being reviewed by IDOT, so if we want changes made, now is the time to push for them. 4. As you know, ECICOG has recently received a $6400 grant to do an update of the Iowa City Area TDP, part of which will be contracted out to JCRPC. Emil Brandt tells me there is now a possibility that they will not be able to do an update on the TDP, rather the money will be spent to study methods of forming a metro area transportation authority. The attitude IDOT has presented to me is one of "how we are going to set up an MTA" rather than "should we set up an MTA." JCRPC is now in the process of negotiating a contract for services. I'm not sure how the TDP relates to the RTDP now, but it seems there will not be an effort to update survey data in either document. You may already be aware of this muddle, however I thought it was worth passing it on because you are in a position to judge the total effect of the above on our ability to provide good transit service in Iowa City. From a technical standpoint 141CROP ILI4ED By JORM MICR+LAB CFOAR RAN nS - DFMOINES i, Rll OWF ILMEU BY JORM MICROLAB Dick Plastino July 12, 1978 Page 2 CEDAR RAPIUS AND UL!, i•IU:I1u what we have now is unreliable survey information and an unreliable RTDP. The IDOT research division knows this (Mary Kehl), the IDOT transit division knows this (Frank Sherkow), and ECICOG knows this (Roger Boldt and Rod Canterrero), but no one seems motivated to do anything about it. Roger Boldt has asked me to rework the IDOT survey data and write a section for the RTDP evaluating the I.C. Transit System. Frank Sherkow has asked me to send him my comments on the Area X RTDP and suggestions for setting up the next TDP handbook to be published in two months. To date, I haven't done any of the above because they are activities which are not part of my current work schedule and I am busy now with other responsibilities. When I get a reliable computer print out from IDOT, I will evaluate the survey data for Hugh per my original task assignment. If you feel it is appropriate, I would be glad to assist with other activities mentioned above provided the time I devote is approved by Dennis. Personally, I don't think we should have to clean up IDOT's mistakes with the RTDP, but it appears that we should at least monitor the activities of JCRPC, IDOT and ECICOG to make sure the final RTDP and I.C. Area TDP do not impede our ability to provide good transit service. The 1978 draft RTDP with my comments is attached. I would be interested to know what you decide to do with it. Thanks. SS/ssw cc: Dennis Kraft, Director of Planning E Program Development Neal Berlin, City Manager vNbgh Mose, Transit System Superintendent , 1 141CROFILMED BY JORM MICR+LA9 CEOAR RAPIDS • DES 140114ES ,. MILROFILMEO BY JORM MICROLAB CEDAR RAPIUS AND ULS ;,1U1ku, Iur,,, Don E. Dukes ROGANIIA GAIIAGHIR UIRI C TOR GIORGI M PRILf DEPUTY DIRECTOR d/b/a Serendipity Devi IIs Den DATE August 1 19 78 1310 Highland Court Iowa City, Iowa 52240 Iowa Liquor License C-9959 Docket No. 78-C-0050 NOTICE Of SUSPENSION In July , 19 78 , Hawkeve State Bank, Iowa City Iowa returned a check due to insufficient funds issued by you on June 9, 16, 23 & Julv7,. 19_ 78 , to Iowa Liquor Store No. 52 for the purchase of liquor. This is a violation of Section 123.24, Code 1977, as amended. Pursuant to that section, and Rule 2.16(1), this check has been determined to have been dishonored for good -cause. Therefore, your liquor control license No. C-9959 will be suspended for a period of thirty (30) days commencing at 6:00 a.m. on August 30 19 78 , and ending at 6:00 a.m., September 29, , 19 78 You are hereby notified that you may request a hearing on this matter by noti- fying the Department within thirty (30) days. If you request a hearing, no action will be taken to suspend your license, pending the decision of the hearings officer. If you do not request a hearing, the suspension will be effective on the above stated date and you will be considered to have waived your rights to a hearing. copies to: City of Iowa City, Iowa B. J. Byers, Hearings Officer Division of Investigation Iowa Liquor Store #52 & 200 IOWA BEER & LIQUOR CONTROL DEPARTMENT BY William C. Whittino omp lance ffTcer ILEDAUQ2' 1978 CABBIE STOLFUS Cff.Y CLERK RICROFILNCD BY 1, JORM MICR+LAB CrOAR RAPInt OFS 14011VS /,5// N a' ❑gDUA (ON INUI CDUNCII MfMREAS IOAN PATI AN IYIN HON, RORERr 1). IIAY• GOVERNOR IIUN (III NI N,II II GUPUON IOWA BEER & LIQUOR CONTROL DEPARTMENT IIARIANIO lAMFS MUIOUEEN STATE: OrrIGE DUILDING 300 FOURTH STREET DES MOINES, IOWA 50318 515 - 281.5101 Don E. Dukes ROGANIIA GAIIAGHIR UIRI C TOR GIORGI M PRILf DEPUTY DIRECTOR d/b/a Serendipity Devi IIs Den DATE August 1 19 78 1310 Highland Court Iowa City, Iowa 52240 Iowa Liquor License C-9959 Docket No. 78-C-0050 NOTICE Of SUSPENSION In July , 19 78 , Hawkeve State Bank, Iowa City Iowa returned a check due to insufficient funds issued by you on June 9, 16, 23 & Julv7,. 19_ 78 , to Iowa Liquor Store No. 52 for the purchase of liquor. This is a violation of Section 123.24, Code 1977, as amended. Pursuant to that section, and Rule 2.16(1), this check has been determined to have been dishonored for good -cause. Therefore, your liquor control license No. C-9959 will be suspended for a period of thirty (30) days commencing at 6:00 a.m. on August 30 19 78 , and ending at 6:00 a.m., September 29, , 19 78 You are hereby notified that you may request a hearing on this matter by noti- fying the Department within thirty (30) days. If you request a hearing, no action will be taken to suspend your license, pending the decision of the hearings officer. If you do not request a hearing, the suspension will be effective on the above stated date and you will be considered to have waived your rights to a hearing. copies to: City of Iowa City, Iowa B. J. Byers, Hearings Officer Division of Investigation Iowa Liquor Store #52 & 200 IOWA BEER & LIQUOR CONTROL DEPARTMENT BY William C. Whittino omp lance ffTcer ILEDAUQ2' 1978 CABBIE STOLFUS Cff.Y CLERK RICROFILNCD BY 1, JORM MICR+LAB CrOAR RAPInt OFS 14011VS /,5// I.11LROFILHED SY JORM MICROLAS CEDArc RAPIDS AND UES ilu l;iu, ,urn City of Iowa CBQy r _ �` T'+M�Li�1+ ?. /'L�t�Y( �!_in. tS••y�' ` ...�i �,^ktI' } { DATE: August 4, 1978 TO: City Council, CATV Advisory Staff, Potential CATV Applicants and Interested Parties FROM: pale McCarty, intern 1 RE: CATV Ordinance Checklist The attached ordinance checklist will serve as a reference to particular questions you may have. bdw � ,•'=1141CROFILMED BY } JORM MICR+LAB ..} crDAR RAPIDS • DES MOINES MILROFILMED BY JORM MICROLAB CEDAR RAPIDS AND UES MUINL�, iUvu. 0 R D I N A N C IE C It E C K L I S T Title: !Broadband Telecommunications Franchise Enabling Ordinance Why "Broadband Telecommunications" instead of Cable? p. 2 Definitions: Refer to when appropriate as used in sections. Broadband Telecommunication Commission (Sec. 14-62) 8 10,11 How many members are there on the Commission? p. 8 (2) How are they chosen? p. 8 (2) For how Long? p. 8 (2) Should they be subscribers to the cable system? p. 8 (2) What are the duties of the Commission? p. 8, 9, 10 (3) What is the Commission's relationship to the Specialist of BTN? p. 11 (b), p. 12 (f) What is the relationship between Commission and City Council? p• 8 (3) c, f, g, h, 1 What powers and authority does the Commission have? p. 8 (3) Broadband Telecommunications Specialist (14-63) p 11 What is the purpose of appointing a Specialist? p. 11 How is the Specialist appointed? p. 11 What are the responsibilities of the Specialist? p. 11, 12 What is the relationship of the Specialist to the Commission? p. 12 MICROFILMED BY JORM MICR+LAB l CFMR RAPIDS • DU M0114ES r� i MILROFILMED BY JORM MICROLAB CEDAR RAPIDS AND UES MUINL�, iUvu. 0 R D I N A N C IE C It E C K L I S T Title: !Broadband Telecommunications Franchise Enabling Ordinance Why "Broadband Telecommunications" instead of Cable? p. 2 Definitions: Refer to when appropriate as used in sections. Broadband Telecommunication Commission (Sec. 14-62) 8 10,11 How many members are there on the Commission? p. 8 (2) How are they chosen? p. 8 (2) For how Long? p. 8 (2) Should they be subscribers to the cable system? p. 8 (2) What are the duties of the Commission? p. 8, 9, 10 (3) What is the Commission's relationship to the Specialist of BTN? p. 11 (b), p. 12 (f) What is the relationship between Commission and City Council? p• 8 (3) c, f, g, h, 1 What powers and authority does the Commission have? p. 8 (3) Broadband Telecommunications Specialist (14-63) p 11 What is the purpose of appointing a Specialist? p. 11 How is the Specialist appointed? p. 11 What are the responsibilities of the Specialist? p. 11, 12 What is the relationship of the Specialist to the Commission? p. 12 MICROFILMED BY JORM MICR+LAB l CFMR RAPIDS • DU M0114ES MICROFILMED BY JORM MICROLAB r-� CEDAR RAHUS AND UES :iulhLS, 1uh., Significance of Franchise (14-65) p. 18 How is the franchise granted? p. 18 For how long? Sec. (14-66) p. 21 (3) Review procedures? Sec. (14-64) p. 14 5(a) and 14-64 Sec. 6(a) p. 16 Reissue of franchise? p. 16 Sec. 6(b) Is franchise exclusive (i.e. new technical developments & services)? P. 18 (1) Can Council amend it? p. 27(1) 1 What about transfer of franchise or change of control? (14-90) P. 98 (1) Relationship of city ordinance to state or federal regulations? p. 19 (6) Pole use agreements with other utilities? p. 19 (7) Operation of Franchise (14-67) p. 23 How do subscribers register complaints? p. 23 (3) Are complaint records available to the City? p. 24 (5) Can the Grantee make its own business rules and are they available to the City and public? p. 24, 25 (6) Can subscribers also use their televisions antennas? p. 25 (7) f - I Can the franchise holder sell TV sets or repair them? p. 25, 26 (8) What are the City's Rights (14-68) p. 27 and p. 40 Can City amend the ordinance? p. 27 (1) and (14-71) p. 40 City's right to eminent domain? p. 27 (2) i Can City intervene in any suit or proceeding to which the Grantee is a party? p. 28 (4) i Can the City inspect and supervise installations and construction of the system? p. 28 (7) Can the City run independent tests of the network to insure compliance with the technical specifications of the ordinance? p. 28 (7) Page 2 b 141CROFILMED BY JORM MICR#LAB MAR PAPIDS • RCS M01141S 11 MICROFILMED BY JORM MICROLAB CEDAR RAPIDS AND ULS MUINL:, rJw Page 3 I4ICROF-ILMED BY 1 JORM MICR+LAB CCOAP RAPIDS • nrs M0114ES Can the City acquire the cable system? (14-71) p. 41, 42 (3) Applications for a Franchise (14-69) p. 30; (14-70) p. 37 What must applications fbr a franchise contain? p. 30-36 flow can community access progranuninl; be cucoural;ed and supported? What is the franchisee's obligation? p. 30-31 (2) d & p. 50 (3) i What will guarantee knowledge of the corporate structure and character of the applicant? p. 31 (2) f i Knowledge of the applicant's financial ability? p. 31-32 (2) j, k If the issue is renewal, what information must the franchisee i provide? p. 34 (s) When does the franchise become effective? (14-70) p. 37-39 .,j What recourse does the Grantee have against the City? p. 38 (3) What if in the franchise awarding process the Grantee makes proposals t to the City not included in the ordinance? p. 35 (4) Termination of the Franchise (14-71) p• 40 Under what circumstances can the City revoke the franchise? p. 40- 41 (1) Who operates the system if the franchise is revoked during the period of arbitration or selection of new franchise holder? o. 44 (7) What happens if the cable system pulls out? Sec. 14-90 p. 98 (1) Is there a mechanism for lesser penalties than revocation? p. 44 1 (6) j flow long can the franchise be extended upon expiration? p. 44 (7) � Regulation of the Operation of the System (14-64) p. 13 Can the City adopt new rules and regulations if necessary? p. 13 (1) Who in the City has responsibility for regulatory jurisdiction? p. 1.3 (2a) What are their responsibilities and duties? p. 13 (2a) & p. 8 (3) Page 3 I4ICROF-ILMED BY 1 JORM MICR+LAB CCOAP RAPIDS • nrs M0114ES i 1.11GROFILMED BY JORM 141CROLAB CEDAR RAPIUS AND UES ;-IU I:ILJ, iv What is the procedure for resolving disputes between subscribers and the Grantee? p. 8 (3a) Who reviews and audits the Grantee's reports and his rules and regulations regarding operation of his business? p. 9 (3b) Who is responsible for ctordinating interconnection of the system with other (neighboring) systems? p. 9 (3d) and P. 92 (1) What's the role of the Commission visavis City Council? p. 8 (3) What if the City fails to insist on compliance -- is the Grantee excused from complying? p. 13, 14 (2), (3) Who pays for litigation over enforcement of the ordinance? p. 14 (4) Reports and Records Required by the City (14-72) p. 45 What kind of reports and records are required to be filed by the Grantee with the City? p. 45-47 How often do they have to be filed? p. 45-47 Will these reports be available to the public? p. 48 (7) What right does the City have to accept all data relating to the property and operations of the Grantee? p. 48, 49 (9a and 9b) How is the privacy of subscribers protected? (14-89) p. 96 i j Franchise Payments to the City (14-73) p. 50 i How much does it cost to file application for a franchise? p. 50 Who pays the costs arising out of awarding a franchise? p. 50 i What annual fee must the Grantee pay to the City for the franchise? I p. 50 What is this fee used for? p. 50 (3) Ilow is it computed - upon what is it based? p. 50, 51 (4n) What happens if the Grantee does not make payment required? p. 51 (4b) Does the City have the right to recompute the fee? p. 51 (5) Page 4 Y� • �� :41CROFIL14ED OY JORM MICR+LAB MAR PAPMS • DFS MOINES 1-1ILROHLMED BY JORM 141CROLAB CEDAR RAPIDS AND ULS Mini+u, :ur„ Liability and Indemnification (14-74) p. 52_ Who is liable for any judgment, etc., the City may be required to pay as a result of enacting the ordinance and awarding the franchise? p. 52 Who is liable for judgments, etc., arising out of damages from the installation, maintenance or operation of the system? p. 52 Who will pay expenses incurred by the City arising from such claims, suits and judgments? p. 52-53 (3) What kind and amount of liability insurance is the Grantee required to carry? p. 53 (4) Is this in addition to other bonds? p. 55-56 Bonds (14-75) 2. 55 What proposal bond must each applicant for a franchise submit? p. 55 (1) (2) ]low forfeited? p. 52 (3) What kind and amount of performance bond and security fund must the Grantee maintain and for how long? p. 55, 56 (2) Fees Rates and Charges (14-76) p. 59 Who gives approval on charges to subscribers? p. 59 What kind of charges can the Grantee make to subscribers? p. 59 fWhat is a convertor? p. 61 (c) Who pays for it? p. 61 (c) Who sets charges? p. 59 (1) Is there it refund if a subscriber of less than 30 days terminates service? p. 61, 62 (d) Boes it subscriber have to pay a new installation charge if he moves within the service area? p. 59 (la) Does it non -subscriber have to pay an installation charge if lie moves into premises previously wired? p. 59 (la) t Are there circumstances under which subscriber fees may be reduced? Who determines this? p. 63 (6) Page 5 141CROFILMED BY •' 1. JORM MICR+LA6 CEDAR RAPIDS • US MOINES i t41LROFILMED BY JORM 141CROLAB CEDAR RADIUS AND ULS hiultic�>, ;ur„+ When can the Grantee file applications for rate increases? p. 63- 64 (7a) Under what circumstances may a rate increase be granted? p. 64 Who reviews the Grantee's rate schedule? p. 64 (7c) Who is empowered to change rates? p. 64 (c) What is procedure for rate changes? p. 63, 64, 65 (7a -f) CducaLlonal and Governmental Connections to the System (14-77) p. 66 Will schools and city government buildings and agencies receive connections and monthly basic service? p. 66 What will the charges be? p. 66 Who pays for wiring areas within schools, city buildings and agencies? p. 66 Extension of Network (14-78) p. 67 Can communities other than Iowa City be connected to the Grantee's network before at least 90% of the dwelling units in Iowa City that can be reasonably and legally served have service available? p, 67 (1) Can the Grantee be required to interconnect with systems in other jurisdictions to provide service to institutions such as district schools? p. 67 (1) What provisions are there for serving newly annexed areas of the City, new housing areas within the City, and residents dwelling beyond 200 feet of the existing network? p. 60-51 (2) Construction Timetable (14-79) p. 69 What is the required time schedule for construction of the network, beginning with operation and capability of reasonably offering basic service to all residents of the City? p. 69, 70 Can time for compliance to the required time schedule be extended? p. 70 (6) For what? p. 70 (6) Network Description (14-80) p. 72 what is the capability of the network? p. 72 (1) �.�• Will it provide capacity for two-way services? p. 72 (1) Page 6 MICROEILI•IEO BY . JORM MIC R+LAB CEDAR RAPIDS • PES MOINES i ■ [JiCROFILMLD BY JORM MICROLAB CEDAR RAPIDS AND UES MUIht�, ,un., When will it be capable of two-way services? p. 72 (1) What is a "hub configuration" design and what are the 4 "local distribution centers"? p. 5 Network Requirements (14-8)) p. 74 and Performance Measurements (14-82) p. 78 What is required technically of the network and how will its technical performance be monitored? p. 74-77 Can the City require a higher level of performance than the standards in the ordinance? p. 77 (3) Channels to be Provided (14-83) p. 82 Are channels provided for public, educational and governmental access? p. 82, 83 (1), (2), (3) Will. users of the access channels be charged and what will they be charged? p. 83 (5) What about equipment to implement and facilitate their use? p. 23 What if more than one of each of the access channels is needed? p. 83 (4) What television signals must the Grantee carry? p. 84 (9) What about• radio signals - API and FIV p. 84 (10) Will there be time and weather programming? p. 84 (8) Is the Grantee required to have his own channel for his own local programming? p. 84 (7) Can emergency alerts be cable cast? p. 85 (12) Operation of Franchise (14-67) p. 23 Within what time span is the Grantee required to respond on complaint and service calls? p. 26 (10) Are there any rebates to the customer for failure to correct loss? p. 26 (10) Is the Grantee required to upgrade its facilities, equipment and services to keep up with improving technology? p. 26 (11) Page 7 MlcaonudEa or DORM MICR+LAE LFMR RAPIDS • PES MOINES ,nr [JiCROFILMLD BY JORM MICROLAB CEDAR RAPIDS AND UES MUIht�, ,un., When will it be capable of two-way services? p. 72 (1) What is a "hub configuration" design and what are the 4 "local distribution centers"? p. 5 Network Requirements (14-8)) p. 74 and Performance Measurements (14-82) p. 78 What is required technically of the network and how will its technical performance be monitored? p. 74-77 Can the City require a higher level of performance than the standards in the ordinance? p. 77 (3) Channels to be Provided (14-83) p. 82 Are channels provided for public, educational and governmental access? p. 82, 83 (1), (2), (3) Will. users of the access channels be charged and what will they be charged? p. 83 (5) What about equipment to implement and facilitate their use? p. 23 What if more than one of each of the access channels is needed? p. 83 (4) What television signals must the Grantee carry? p. 84 (9) What about• radio signals - API and FIV p. 84 (10) Will there be time and weather programming? p. 84 (8) Is the Grantee required to have his own channel for his own local programming? p. 84 (7) Can emergency alerts be cable cast? p. 85 (12) Operation of Franchise (14-67) p. 23 Within what time span is the Grantee required to respond on complaint and service calls? p. 26 (10) Are there any rebates to the customer for failure to correct loss? p. 26 (10) Is the Grantee required to upgrade its facilities, equipment and services to keep up with improving technology? p. 26 (11) Page 7 MlcaonudEa or DORM MICR+LAE LFMR RAPIDS • PES MOINES MICROFILMLD BY DORM MICROLAB CEDAR RAPIDS AND DES HUINLJ, .x+-11 r Construction Standards (14-84) p. 86 Conditions of Street Occupancy (14-85) p. 87 What does the City require of the Grantee before commencing construction? p. 87 (1), (2) Can the City require the Grantee to disconnect temporarily, relocate or remove his property when necessary due to changes required by public improvements? p. 87 (3) Can the Grantee erect new poles where existing poles are servicing the area? p. 87 (4) What are the rights of the City in inspecting the property owned and used by the Grantee? p. 88 (5) What are the rights of property owners in respect to placement of the Grantee's poles and equipment? p. 88 (5) Where are poles or other fixtures to be placed? p. 88 (5) Under what conditions is the installation required by the City to be placed underground? p. 88 (6) Who pays for the expense to the Grantee of temporarily raising wires to permit, the moving of buildings? p. 90 (9) Does the Grantee have authority to trim trees coming in contact with wires and cables of the company? p. 90 (10) What notification, supervision and approval is required before tree trimming can be done by the Grantee? p. 90 (10) Who pays to replace and restore streets or private property disturbed by the Grantee? P. 90-91 (11) Will current maps showing all network equipment installed and in place in streets and public places be furnished to the City? p. 91 (12) Who will pay for the emergency cutting or moving of any wires or cable of the Grantee? p. 91 (13) Interconnection (14-86) p. 92 Can the Grantee interconnect its network with other similhr contiguous networks either in the City or in other municipalities? P. 92 (1) Can the City require interconnection? p. 92 (2) Page 8 McgorILMED BY '1 JORM MICR+LA9 MAR RAPIDS • OFS MOINES 1•I(CRUHL!4ED BY JORM MICROLAB CEDAR kAPIDS AND ULS MUlkLi , eon„ Unauthorized Connections or Modifications (14-87) p. 93 What is an unauthorized connection? P. 93 (1) What are the penalties for unauthorized connections, removal, or destruction of the. network? p. 93 (3) Preferential or Discriminatory Practices Prohibited (14-88)-p. 94 What discriminatory practices are prohibited? p. 94 (1) Is service and the right to cablecast equal to all? p. 94 (2) Are graduated scale of charges and classified rate schedules permitted? p. 94 (2) Who resolves disputes over fairness of access and services? p. 95 (3) Subscriber Privacy (14-89) p. 96 Can information or data obtained from subscriber's terminals be used by the Grantee, the City or anyone else without the subscribers prior written authorization? p. 96 (1) Can the Grantee, the City, or anyone else provide any data identifying subscribers? p. 96 (2) Ordinances Repealed (14-92) p. 100 If any other City ordinances, in whole or in part, are in conflict with the provisions of this ordinance insofar as they apply to a Broadband Telecommunications franchise, which prevails? P. 100 Publication Costs (14-91) p. 99 Who pays the cost of publishing the franchise ordinance? p. 99 Separabilitv (14-93) p. 101 What if any part of the ordinance is held invalid or unconstitutional by any court of competent jurisdiction? p. 101 Will the whole ordinance then be invalid or just thnt particular part of it? p. 101 Page 9 I41CROFILIIED BY ;y JORM MIC R+LAB CEDAR RAPIDS • DES MOINES i hllLtWi IL;,ILU BY JORM MICROLAB • CLDAk RAPIDS AND uLS :•Iir1:IL�, , City of Iowa City MEMORANDUM DATE: August 1, 1978 TO: Mayor and itQCouncil FROM: Don Schmeise.. RE: Scott Boulevard Please be advised that the Planning and Zoning Commission, at a special meeting held on July 20, 1978, adopted the following resolution: WHEREAS, the Planning and Zoning Commission has considered the various proposed alignments of Scott Boulevard, the Commission has resolved and recommends the proposed concept of the easterly alignment of Scott Boulevard and encourages the City Council to develop detailed specifications and proceed with acquisition of the right-of-way for Scott Boulevard. The Commission has indicated that they would be happy to discuss the proposed alignment with City Council if the Council so desires. bv2/18 I41CROFILMED BY DORM MICR+LAB CEDAR RAPIPS • DES MOINES /5 /3 1 j flT I rr 40, (. 101 �I ir I1 � I 1 i 1 I I. If I 1 I 1' WU� I•.1 1��J 1 it I 1 ! 1 I 9 f I I 1 �. ,. ,� ,,._ f•: I _ I. ' 1 I 1• r �I l I � i I !• Ix I � ♦ I 1 1 Ir r 1 I I� 1 I I I { I 1± 1 L !1� -Nd r. ,:.. ,. i / I' � ',,. t .'� r..:,. 1 .. 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