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HomeMy WebLinkAbout2008-01-17 Info Packet~ 1 ~~ ~~~~ +~i111r®~~~ -n..._ CITY OF IOWA CITY www.icgov.org CITY COUNCIL INFORMATION PACKET January 17, 2008 JANUARY 23 WORK SESSION ITEMS IP1 Council Meetings and Work Session Agenda IP2 Memorandum from the Community Development Coordinator: Affordable Housing Market Analysis IP3 Memorandum from the City Clerk: January 23 Budget Presentations IP4 Memorandum from the City Clerk: Meeting Schedule (March -June) General Fund Balance History and Projects -Version January 15, 2008 [Distributed to Council 1/17 hard copy loose in packet] Library Budget Updated from Budget Analyst [Distributed to Council 1/17 hard copy loose in pacrcet MISCELLANEOUS IP5 Iowa City/Johnson County Senior Center Annual Report Fiscal Year 2007 IP6 Memorandum from the Human Services Coordinator to the Director of Finance and the Director of Parking & Transit: Free Bus Ticket Program IP7 Building Permit Information -December 2007 IP8 Approved Minutes: Economic Development Committee: December 18, 2007 Invitation: Corridor Legislative Breakfast, Saturday, January 26 [Distributed to Council 1/17 hard copy loose in packet DRAFT MINUTES IP9 Historic Preservation Commission: January 10, 2007 IP10 Board of Appeals: January 7, 2008 IP11 Senior Center Commission: December 18, 2007 IP12 Planning and Zoning Commission: January 2, 2008 IP13 Planning and Zoning Commission: December 20, 2007 COUNCIL PACKETS ONLY - AVAILABLE IN CITY CLERK'S OFFICE OR ON-LINE (www.icgov.org) Budget Summary / FY2009 - 2011 Proposed Financial Plan ~~~.®r~~ ~III~ ~ ~~oi~~ -n...._ CITY OF IOWA CITY www.icgov.org CITY COUNCIL INFORMATION PACKET January 17, 2008 JANUARY 23 WORK SESSION ITEMS IP1 Counci Meetings and Work Session Agenda IP2 Memorand from the Community Development Coordinator: ordable Housing Market Analy 's IP3 Memorandum from~he City Clerk: January 23 Budget Presentatio IP4 Memorandum from the`~ity Clerk: Meeting Schedule (March - Jury) MISCELLANEOUS IP5 Iowa City/Johnson County Seni~r Center Annual Report F' cal Year 2007 IP6 Memorandum from the Human Ser~ices Coordinator to he Director of Finance and the Director of Parking & Transit: Free Bu Ticket Program ,. IP7 Building Permit Information - December 2007 IP8 Approved Minutes: Economic Development~ommi ee: December 18, 2007 DRAFT MINt`~ES IP9 Historic Preservation Commission: January/10, 2 IP10 Board of Appeals: January 7, 2008 IP11 Senior Center Commission: December 8, 2007 IP12 Planning and Zoning Commission: January 2, 2008 IP13 Planning and Zoning Commissi :December 20, 2007 COUNCIL PACKETS ONLY - AVAILABLE IN CITY CL~RK'S OFFICE OR ON-LINE .icgov.org) Budget Summary / FY2009 - 2011 Proposed Financial Plan ~ - i ~~. ®~'~ ~III~~ ~ u"1-"II-ua ""'®'~~ City Council Meeting Schedule and IP1 CITY OF IOWA CITY Work Session Agendas January 17, zoos www.icgov.org • MONDAY, JANUARY 21 Martin Luther King, Jr. Day -City Offices Closed • WEDNESDAY, JANUARY 23 Emma J. Harvat Hall 5:30p Special Council Work Session • Affordable Housing Market Analysis 6:30p Boards/Commissions/Events • Budget • Discussion of meeting schedule (March-June) • THURSDAY, JANUARY 24 Emma J. Harvat Hall 8:OOa - 5:OOp Special Budget Work Session (Capital Projects) TENTATIVE FUTURE MEETINGS AND AGENDAS • MONDAY, JANUARY 28 Emma J. Harvat Hall 8:OOa - 3:OOp Special Budget Work Session (wrap up) 6:30p Special Council Work Session Budget • TUESDAY, JANUARY 29 Emma J. Harvat Hall 7:OOp Special Formal Council Meeting • THURSDAY, JANUARY 31 Emma J. Harvat Hall 6:30p Special Formal Council Meeting -Separate Agenda posted Executive Session -City Manager Search • MONDAY, FEBRUARY 4 Emma J. Harvat Hall 6:30p City Conference Board (Separate agenda posted) Council Work Session Discussion of meeting schedule (July-September) • TUESDAY, FEBRUARY 5 Emma J. Harvat Hall 7:OOp Formal Council Meeting • FRIDAY, FEBRUARY 15 Emma J. Harvat Hall TBD Special Formal Council Meeting -Separate Agenda posted Executive Session -City Manager Interviews • SATURDAY, FEBRUARY 16 Emma J. Harvat Hall TBD Special Formal Council Meeting -Separate Agenda posted Executive Session -City Manager Interviews • MONDAY, FEBRUARY 18 Presidents' Day -Offices closed Emma J. Harvat Hall 6:30p Special Formal Council Meeting -Separate Agenda posted Executive Session -City Manager Search City of Iowa City iP2 ~~ • ~ ~ Date: January 16, 2008 To: City Council From: Steve Long, Community Development Coordinator Re: Affordable Housing Market Analysis Eric Fulmer from Mullin and Lonergan Associates will be at the January 23 City Council meeting to present the Affordable Housing Market Analysis final report. This presentation is informational only and starts the process outlined below. Over the next month, representatives of private, public and non-profit housing developers and advocates will meet to discuss the report and to work on setting goals to meet the affordable housing needs in Iowa City. In addition, the Housing Trust Fund of Johnson County will invite representatives from Coralville, Iowa City, North Liberty, Tiffin and University Heights to participate in a discussion and goal setting process for the entire Iowa City metro area. A first step will be on Friday, January 25 at the Housing Trust Fund of Johnson County's Housing Summit in Coralville. Eric Fulmer will present the Affordable Housing Market Analysis report, Heather MacDonald from the University of Iowa will discuss the Economic and Social Impacts of Housing in Iowa and Karen. Kubby and Glenn Siders, members of an informal housing group representing businesses, nonprofits and citizen interest groups, will present their report, A Local Response to Housing Needs. It is hoped that there wilt be time at one of your meetings in the next few months to discuss the report and to update you on the progress of the Iowa City goals and of the Iowa City metro area goals. Copies of the Affordable Housing Market Analysis report are available at the Iowa City Public Library, the Planning and Community Development office at City Hall and online at www.icgov.ora. Please feel free to contact me at 356.5250 or at steve-long@iowa-city.org if you have any questions. 1, ~~ ^.. ~~ `,a`°.~ nY~ ~_-_ .. ,_ ~_ .~ y ~. ~~ i -- -_ AFFORDABLE HOUSING MARKET ANALYSIS l J i-~ • ~~ . 1 Pl~.~y J.-~ ~--~_ -~ ~~ Acknowledgements Appreciation is extended to the following individuals who committed their time, energy and experience to this process. Steering Committee Members Jerry Anthony, University of Iowa Steve Gordon, AM Management Karen Howard, City of Iowa City Andy Johnson, Housing Trust Fund of Johnson County Swen Larson, Three Bulls Development and Larson Builders Steve Long, City of Iowa City For more information, contact: City of Iowa City Planning and Community Development 410 E. Washington Street Iowa City, IA 52240 319.356.5230 www.ic og v.org Coralville • Iowa City s North Liberty o Tiffin • University Heights Iowa City Metro Area Affordable Housing Market Analysis CONTENTS 1. Executive Summaiy ........................................................ 3 2 . Introduction .................................................................. 16 3. Population and Household Data .......................................... 19 4. Housing Data ................................................................ 30 5. Economic Data .............................................................. 42 6. Non-Housing Factors that Influence the Housing Market ............. 58 7. The Affordable Housing Market .......................................... 73 8. Housing Affordability Analysis ........................................... 77 9. Barriers to Affordable Housing ........................................... 93 10. Existing and Projected Demand for Affordable Housing ............. 96 11. Strategic Housing Plan .................................................... 120 Coralville • Iowa City s North Liberty • Tiffin • University Heights 2 Part I EXECUTIVE SUMMARY OVERVIEW Iowa City is consistently ranked as one of America's best places to live. Over the past several years, the city has been awarded the following noteworthy recognitions: • Sterling's Best Places to Live - 5th nationally • Money Magazine - 3rd best Place in the Nation to Retire • Forbes/Milken Institute -Best Small Metro Areas and Best Places to Launch a Small Business Career • Sterling's Best Places -Low Stress Level • Expansion Management Magazine - 4th best public schools in the nation; 5-star Quality of Life; Best Places to Expand Business • American City Business Journal -Quality of Life. Iowa City and the University of Iowa have been inextricably tied together since the inception of both. The city was created in 1839 as the first permanent location of Iowa's seat of government and the university followed soon after in 1847. Today, the two institutions are nearly synonymous as a result of their influences on each other. Student enrollment of almost 30,000 together with 18,000 employees makes the university the single, largest entity in a region that extends well beyond the city. The livability of Iowa City and the quality of higher education at the University of Iowa have attracted tens of thousands of students, faculty and staff for decades. As enrollment has risen, so has the demand for housing. The increasing student and faculty population has placed a premium on housing not only in Iowa City, but in neighboring jurisdictions as well. For over fifty years, residents have been seeking more affordable housing outside of Iowa City. Following World War II, veterans attending college classes on the G.I. Bill searched for housing in Coralville where it was considered more affordable and taxes were lower. A similar scenario exists today where lower income households struggle to find decent and affordable housing in a very tight and expensive housing market. PURPOSE OF STUDY The City of Iowa City, in collaboration with the cities of Coralville, North Liberty, Tiffin and University Heights (collectively referred to as the Iowa City metro area), have prepared this Affordable HousingMarketAnalysis to examine existing and future need for housing among lower income households. Coralville • Iowa City s North Liberty • Tiffin • University Heights 3 To assist with the preparation of this document, the City of Iowa City selected the firm of Mullin & Lonergan Associates, Inc., a housing and community development consulting firm with offices in Pittsburgh, Harrisburg and Philadelphia, Pennsylvania. The purposes of the Affordable HousingMarketAnalysis are to: • Identify demographic and economic trends that affect the demand for housing • Define the supply and demand characteristics of the housing market as a whole • Analyze the demand for affordable housing • Determine if there are any barriers to affordable housing • Recommend actions and initiatives aimed at expanding the supply of affordable housing. This study does not include an analysis of student housing. While university students significantly impact the regional housing market, the primary purpose of this study is to determine the need for affordable housing for non-student households. WHAT IS AFFORDABLE HOUSING? For this study, lower income households are defined as those with an annual income at or below 80% of the area median household income. Affordable housing for renters is defined as paying no more than 30% of gross household income for housing expenses including rent and utilities, regardless of income level. Affordable housing for home owners is defined as paying no more than 50% of gross household income for housing expenses including mortgage, utilities, insurance and taxes, regardless of income level. The primary goal of this study is to determine whether there is an adequate supply of affordable sales and rental housing to meet the needs of households at or below 80% of median household income in the Iowa City metro area. MAJOR FINDINGS Household growth is outpacing population growth. During the 1990s, population in the Iowa City metro area increased at a rate of 13.6% while households grew by 22.8%. This trend parallels national trends in high growth areas and is indicative of smaller households and smaller family size. Iowa City's modest population increase of 4.2% was easily surpassed by a 14.7% increase in household growth. North Liberty and Tiffin both experienced very high household growth rates. The exception to this trend is Coralville, which experienced a higher population growth rate (46.2%) and a lower household growth rate (39.9%). This is indicative of a higher rate of married-couple families with children and a larger average household size. While the population of University Heights fell 5.3% during the 1990s, households declined by less than 1%. This reflects an aging population where children have moved out of their parents' homes. Coralville • Iowa City • North Liberty • Tiffin • University Heights 4 REVISED 3/6/08 New residents continue to migrate to the Iowa City region. New residents are relocating to Johnson County from contiguous counties and across the nation. In fact, more people are moving into Johnson County than are moving out In 2000, more than 35,000 persons migrated to Johnson County from their previous residence in 1995, while almost 33,000 persons migrated out This resulted in a net inflow of almost 3,000 persons. Housing prices have outpaced income. Real median household income in lows City de creased 4.5% From $42,694 in 2000 to $40,772 in 2007. 7n contrast, the median sales price of housing increased 8.2% From $134,000 in 2001 to $165,000 in 2006, after adjusting for inflation. Demographic, an international public policy firm specializing in urban policy and demographics, in 2000 ranked the Iowa City urbanized area as the 67th moss expensive housing market out of 451 markets across the U.S. Many cost burdened households are active members of the region's worKforce whose salaries are not Keeping pace with housing costs. More than half of all employed persons work in industries with the lowest entry level wages in Johnson County. Approximately 12.8% of workers are employed in industries with entry level wages o£ less than $ 7 5,000 annual Iy. Another 40% work in industries with entry level wages between $15,000 and $20,000 annually. These lower wage workers are essential to the continued expansion of the region's economy and they contribute significantly to the demand For affordable sales and rental housing in the Iowa City metro area. Approximately 29% of all households in the study area have household incomes of less than $25,000. This is equivalent to 1 1,344 households (including student households) having household incomes of about 52% of the Johnson County median household income. Excluding households where the householder is younger than 25 years of age ~i.e. student households) lowers this figure to 6,792 households, representing 1 7% of all households in 2007. Another 10,863 households <28%~ have incomes between $25,000 and $49,999, which is equivalent to about 7 04% of the County median household income. 7n 2006, the median sales price of housing ranged from a low of $152,900 in the North Liberty/Tiffin area up to a high of $ 180,000 in Coralville. Based on these prices, a household would require a minimum income of $50,650 in order to afford a home selling for the median sales price within the study area. This income amount is equivalent to 106% of the median household income of $47,940 for all of Johnson County in 2007. Cora lvill~ • Iowa Gity • Nor[h Liberty • Tiffin • University Heights REVISED 3/6/08 (Reference 3/6/08 Info Packet, IP i~5) New residents continue to migrate to the Iowa City region. New residents are relocating to Johnson County from contiguous counties and surrounding states. In fact, more people are moving into Johnson County than are moving out. In 2000, more than 35,000 persons had migrated to Johnson County from their previous r~sidence in 1995, while only 11,000 persons Iliad migrated out. Housing prices hake outpaced income. Real median household in ome in Iowa City decreased .5% from $42,694 in 2000 to $40,772 in 2007. In contra the median sales price o housing i~zcreased 8.2% from $134,000 in 2001 to $165,00 in 2006, after adjustin for inflation. Demographia, an international public policy firm pecializing in urban olicy and demographics, in 2000 ranked the Iowa City urbanized a ea as the 67t~' mos expensive housing market out of 451 markets across the U. S. Many cost burdened households a1~e ac~fve members of the region's workforce whose salaries are not k p' g pace with housing costs. More than half of all employed persons wor i industries with the lowest entry level wages in Johnson County. Approximately 12.8 0 of workers are employed in industries with entry level wages of less than $15,0 0 annua y. Another 40% work in industries with entry level wages between $15,000 and $20,0 annually. These lower wage workers are essential to the continued pansion oft region's economy and they contribute significantly to the deman for affordable s es and rental housing in the Iowa City metro area. Approximately 29% of all househ ds in the study area ha e household incomes of less than $25,000. This is equivalent 1 ],344 households (incl ding student households) having household incomes of ab ut 52% of the Johnson Coun median household income. Excluding household where the householder is youn r than 25 years of age (i.e. student households) low rs this figure to 6,792 households, presenting 17% of all households in 2007. Anot r 10,863 households (28%) have inco es between $25,000 and $49,999, which is eq valent to about 104% of the County med n household income. In 2006, the medians es price of housing ranged from a low of $1.52, 0 in the North Liberty/Tiffin area to a high of $180,000 in Coralville. Based on thes prices, a household would quire a minimum income of $50,650 in order to afford home selling for the medians es price within the study area. This income amount is equivalent to 106% of the dian household income of $47,940 for all of Johnson County rp 2007. Household growth is expected to add more than 2,600 households by 2012 with most growth occurring at higher income levels. In its scope, the Affordable HousingMarketAnalysis considers the five year period from 2007 through 2012. More specifically, the study considers how the growth of households within that time frame will impact the demand for affordable housing. Between 2000 and 2007, an estimated 4,280 new households were added to the Iowa City Metro Area. Another 2,618 new households are projected between 2007 and 2012, with most projected to be in the $100,000 and higher income range. Continued household growth and higher median household income fuel the demand for new housing. However, the Iowa City metro area is producing many more higher-priced housing units than moderately priced units. Since 2000 nearly 7,500 housing units have been added to the Iowa City metro area housing inventory. Between 2005 and 2006, the number of single family housing units that sold for less than $100,000 in the Iowa City area decreased from 186 units to 155 units. Meanwhile, the number of single family housing units that sold for more than $200,000 increased from 751 units to 764 units. Between 2000 and 2006 the average construction cost for a single family housing unit in Iowa City rose 30% from $148,588 to $226,676, after adjusting for inflation. A total of 1,703 new construction single family and condominium units sold for less than $140,000 between 2000 and 2006. The suburban areas remain the centers of growth in the region. More than 90% of the population increase since 2000 has occurred in the municipalities surrounding Iowa City and University Heights. Spurred by new residential and commercial development, the population of Coralville has increased 21.3% from 15,123 to 18,337. This is equivalent to an annual average increase of 459 residents over the past seven years. The population of North Liberty has increased 49.3% from 5,367 to 8,014, averaging 378 new residents annually. Tiffin, with a 2000 population of 975, is also experiencing significant growth; the population increased 50.1% to 1,463 in 2007. For the first time, Iowa City's population declined in 2002, falling to 62,894 from 62,947 in 2001. After a couple of years of modest growth, the population increased to 63,046 in 2005 before declining to 62,971 in 2007. Consequently, the overall growth rate of Iowa City since 2000 is estimated to be 1.2%. University Heights has continued to lose population since 2000, falling from 987 to 874 residents. This count is approaching pre- 1970 population levels. Fueled by the growth in the areas outside of Iowa City, Johnson County's population has continued to increase at an average annual rate of 1,043 persons since 2000. With the Coralville • Iowa City • North Liberty • Tiffin • University Heights 6 REV=SED 3/6 /OS Iowa City Metro Area Atfo rtlable Housing MarKet Analy sus exception of Iowa City and University Heights, growth in the study area exceeded the County rate of 6.6% and the State rate o£ 1 .O% during the same period. Existing demand for affordable housing exceeds projected demand. The demand for affordable housing is comprised of both existing demand and projected demand. Existing demand for affordable housing is based on the number of households in the study area that are experiencing housing problems. Projected demand is based on the increase in the number of lower income households expected to reside in the study area regardless of housing condition. The combination of existing demand plus projected demand provides an estimate of the overall demand for affordable housing units. To estimate existing housing demand, households with housing problems were identifed utilizing 2000 data from HUD's State of the Cities Data System. Housing problems included the following two characteristics: (1J renter households who were cost burdened and paying more than 30% of gross income on housing and home owners who were cost burdened and paying more than 50% of gross income on housing, and ~2~ households who were living in dwelling units with physical deF ciencies (overcrowded conditions and/or without complete plumbing or kitchen facilities). Across the study area, a total of 400 lower income households were living in physically- de£icient units. Cost burden was identi Fied as a housing problem for 8,396 renter households with only 1,868 of these identified as Family Households. Among owner households, 827 were cost burdened. As a result, the existing housing demand is 3,095 units X400 households -iving in physically-deficient units plus 7 ,868 cost burdened family renter households plus 827 cost burdened owner households~_ The total projected affordable housing demand for the Iowa City metro area consists of 2,355 dwelling units. This number consists of 924 units affordable to extremely low income households, 577 units affordable to very low income households and another 860 units affordable to low income households. As a result, existing demand for affordable housing exceeds projected demand by a ratio of 1 .3 to i . Projected housing construction activity is not expected to address affordable housing need. It is projected that an additional 5,136 housing units will be created between 2007 through 2012. The net change in the existing housing stock in the study area between 2000 and 2006 was 7,488 housing units for an average annual production rate of 1,070 units. A lower annual production rate is projected for 2007 through 2072 as a result of the current problems in the housing mortgage industry. While lending institutions may tighten their mortgage standards, this may be off-set by the vibrant and diversifiied economy in the Iowa City region. However, tighter mortgage standards will have a more Cora Nill° • Iowa City • North Liberty • Titfin • University Heights REVISED 3/6/08 (Reference Info Packet 3/6/08, IP ~~5.) exception of Iowa City and University Heights, growth in the study area exceeded the County rate of 6.6% and the State rate of 1.0% during the same period. Existing demand far affordable housing exceeds projected demand. The demand for afforda e housing is comprised of both existing errand and projected demand. Existing deman for affordable housing is based on the number of households in the study area that are a eriencing housing problems. Proje ted demand is based on the increase in the number o lower income households expect d to reside in the study area regardless of housing co dition. The combination of exi ting demand plus projected demand provides an estimate o the overall demand for affo able housing units. To estimate existing housing de nd, households with ho sing problems were identified utilizing 2000 data from HUD's S to of the Cities Data ystem. Housing problems included the following two characte 'sties: (1) renter h Beholds who were cost burdened and paying more than 30% of gross i come on housin and home owners who were cost burdened and paying more than 50% o gross incom on housing, and (2) households who were living in dwelling units with ysical def ciencies (overcrowded conditions and/or without complete plumbing or kit en faci ties). There are 10,968 lower income households 'n t Iowa City metro area with housing problems, representing 32% of all househol .Subtracting the number of All Other renter households (which includes student h eholds) from this total results in a net of 4,316 households. These 4,316 households ep sent the total existing affordable housing demand in the Iowa City metro area, excl sive o All Other renter households. The total projected demand for afforda e housing ' the study area is 2,355 housing units. This number consists of 924 ho sing units of rdable to extremely low income households plus an additional 571 h sing units affor ble to very low income households plus an additional 860 ousing units afford le to low income households for a total housing demand of 2,355 ousing units. As a res t, existing demand for affordable housing exceeds pr 'ected demand by a ratio 0 1.8 to 1. Projected housing co struction activity is not expect d to address affordable housing eed. It is projected that a additional 5,136 housing units will be created etween 2007 through 2012. Th net change in the existing housing stock in the st y area between 2000 and 2006 s 7,488 housing units for an average annual products n rate of 1,070 units. A lower nnual production rate is projected for 2007 through 201 as a result of the current pr lems in the housing mortgage industry. While lending in titutions may tighten their ortgage standards, this may be off-set by the vibrant and di rsified economy i the Iowa City region. However, tighter mortgage standards wil have a more significant impact on lower income households than middle and higher income households. Based on these trends and assumptions, it is projected that an additional 5,136 housing units (approximately 856 units annually over the next six years) will be created from 2007 through 2012 (six complete calendar years). Of these: • 3,082 units (60%) will be single family owner-occupied units • 2,054 units (40%) will be multi-family renter-occupied housing units. Furthermore, it is projected that the private housing market will continue to favor higher income households, owners and student renters over lower income households and family renters. Experienced affordable housing developers in the region are struggling against many barriers to create new affordable housing units for lower income households. Barriers to affordable housing are obstacles that impede the development of affordable housing units. Different types ofbarriers-public policies, market factors, physical constraints, etc.-require different strategies to ameliorate their impact on the affordable housing market. The barriers identified in the Iowa City metro area include the following: • Public Policy Barriers o There is an absence of developable land zoned for multi-family housing and available for purchase in Iowa City. Undeveloped land that is already zoned for multi-family housing is largely controlled by developers that bring the land to market on a gradual basis. Consequently, if a nonprofit developer wishes to build multi-family units, he must apply for a rezoning and endure the public hearing process, where neighborhood opposition can defeat the project. o State and federal funding resources have continuously declined over the past several years with fewer resources made available to finance affordable housing projects. • Market Barriers o The high cost of land and construction places new housing development beyond the reach of most affordable housing developers. o In high growth areas such as the Iowa City area, market rate developments offer higher profit margins to builders and developers, thereby reducing the supply of labor and number of firms interested in affordable housing. o Market rate transactions offer fewer challenges (to builders and developers) and higher commissions (to Realtors) than do affordable housing developments. Coralville • Iowa City • North Liberty • Tiffin • University Heights o There is a relative scarcity of single family detached homes available for sale for less than $200,000. o "Street' rents for student housing are higher than HUD Fair Market Rents, which is a disincentive for private landlords to participate in the Section 8 Housing Choice Voucher Program. o The student rental market is very lucrative. Leases for newer student apartments include aper-bedroom monthly rent which greatly exceeds what a working family with children could afford to pay. o There is a relative lack of available vacant housing units that are affordable and available for purchase and/or rehabilitation for lower income households. This situation places more pressure on affordable housing developers to construct new units, a more costly alternative. o There is a relative lack of vacant non-residential structures available for purchase and conversion into rental housing. o Restrictive covenants on single family detached homes constructed in planned subdivisions that require minimum square footage of dwelling units, minimum number of garage bays and other design standards prohibit homes from being rented and eliminate the possibility of affordable housing units being built within many of these new communities. o Nearly half of the privately assisted housing inventory is at risk for conversion to market rate housing. o The vibrant housing market in Iowa City has caused property values to increase and housing units to be highly marketable. As a result, there are relatively few areas that are suitable for redevelopment initiatives, which could help to create new affordable housing opportunities. • Physical Barriers o The high cost of lead-based paint abatement greatly increases the cost of rehabilitation of older housing units. o Sensitive environmental features such as steep slopes and wetlands are driving up the cost of housing construction on vacant parcels. • Other Barriers o There is a need for increased capacity within nonprofit organizations that develop affordable housing. Nonprofit organizations typically operate on shoe-string budgets. Without ready access to pre-development assistance, nonprofit developers are very limited in their ability to explore the feasibility of a project. The number of experienced staff dedicated exclusively to housing development indicates how much time and effort a developer can devote to creating new housing. A staff of several full-time employees working exclusively on locating sites and developing financing packages, as well as overseeing construction, enables a developer to focus on its mission to build housing. Coralville • Iowa City s North Liberty • Tiffin • University Heights 9 REV=SED 3/6 /OS owe City Metro Area Affordabl¢ Housing Market Analysis o The ability to successfully make the transition from renting to home ownership can be daunting. Learning how to budget, allowing for home maintenance, keeping a credit history in good shape-all of these elements are key components of home ownership counseling which must be available to First time homebuyers to help them achieve long-term stability and avoid default or foraclosurc. Total affordable housing need for 2007-20't 2 is estimated to be 2,739 units_ Affordable housing need is determined by identifying the unmet affordable housing demand. The total affordable housing demand in the study area for 2000-2012 was calculated to be 5,450 housing units The total affordable housing supply for the same period. is estimated to be 2,71 1 units, leaving an unmet need of 2,739 affordable housing units. AFFORDABLE HOUSING DEMAND Total Existing oam antl ror Affortlaaa H ., rig (zooo> Housaholtls with Housing Pfoblems 3.095 F utura ~amano for AHOrtlabla Housing (2000-20'12) Naw Lawar Income Hou3Bboltls (axdutling 5[utlant households where possible) 2.355 pply of Affordable Housing UnItS Greater] batwa0n 2000 antl 20'12 ?000-2006 Naw GOnstructlon/Rahabilitatatl Vnlts Naw construOtion s n91a family antl contlo units (marKat rata uNts) Habitat for Humanty (6 units/year x 7 years) Iowa City TARP Program (8 units/year x 7 years) LongfallOw Manor Tha Peninsula MalmSa Ritlga Tha H u rig Fellowship ConcOrda Terrace Lexington Places EMantl the Uream Fountlatlon _. 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There is a perception amongst some that higher density, multi-family housing proposals consisting of affordable housing opportunities are not appropriate for single family neighborhoods. While this rationale may be justified in some instances, multi-family housing fronting along major thoroughfares, located at street intersections, and in transition areas between residential and non-residential uses are appropriate. And, contrary to public belief, well-designed and well-managed affordable housing developments do not decrease surrounding property values. Recommended strategies include: • Engage in public education and outreach to help residents understand that there are costs associated with an undersupply of affordable housing such as lower achievement scores among school-age children, increased traffic congestion, increased commuting times and distance, increased need for road maintenance, less time for volunteer and other civic activities, etc. • Put a human face on workforce housing needs such as a local school teacher, nurse, or police officer. Illustrate that many people who fill vital community occupations cannot afford to purchase or rent a home today. Affordable housing developers can help change negative perceptions through quality design that is compatible with existing surrounding neighborhoods. Every effort should be made to insure that all affordable housing is well-designed, integrated into the neighborhood and effectively managed. Residents are sensitive to affordable housing being located in their neighborhoods due to the fear that affordable housing units will decrease property values. In reality, affordable housing developments that are well-designed, smartly-integrated and effectively managed have been shown to enhance property values rather than diminish them. • Publicize this report to educate the public on the area's affordable housing needs. 2. Revise public policies to create an environment in which affordable housing opportunities can be created without obstacles. Increase the amount of land zoned for multi-family housing. Most, if not all, of the land currently zoned for multi-family housing in Iowa City is either developed or not on the market. Affordable housing developers are unable to make projects work financially on the few parcels that maybe available because (1) the land is too expensive, or (2) it is not zoned to an adequate density. Proactive, selective rezoning of land within Iowa City by elected officials to expand the location of zoning districts that permit multi-family housing by right will eliminate the opportunity for NIMBYists to object to development proposals on a case-by-case basis. Coralville • Iowa City s North Liberty • Tiffin • University Heights 11 • Zone concurrently with all annexation actions. Iowa City should continue to enforce its policy of zoning land upon annexation into the city, and Coralville, North Liberty and Tiffin should be encouraged to do the same. Multi-family housing should be given a high priority during these procedures. 3. Adopt a mandatory inclusionary housing ordinance to meet the significant unmet need for affordable housing. The Iowa City metro area is fortunate to have several highly motivated nonprofit and for- profit affordable housing developers. While these organizations are highly capable, they lack the resources required to put a major dentin the region's unmet affordable housing need. Clearly, additional mechanisms are needed to expand the production of affordable housing. One way of expanding production is to capitalize on the region's dynamic real estate market by using market-rate development to create the supply of affordable housing. Inclusionary zoning is a "carrot and stick" approach to expanding affordable housing. Such an ordinance could provide financial and other incentives to developers in exchange for the provision of a percentage of housing units set aside for households with incomes at or below 80% of the area median income. For an inclusionary ordinance to be effective, there must be specific incentives offered in exchange for specific measures to be undertaken by a developer. For example, the ordinance might require a developer to set aside at least 5% of all single family housing units in a prof ect to be sold for no more than $135,000 each. For amulti-family development plan consisting of a minimum number of units, a specified percentage of the units (usually 5% to 10%) would be required to be set aside for households under a specified income threshold. 4. Potential redevelopment areas in Iowa City present opportunities for new affordable housing and neighborhood revitalization. Chapter 403 of Title IX of the Code of Iowa allows a city to establish urban renewal areas to assist in the removal and redevelopment of blighted and substandard properties. Cities can also undertake urban renewal activities that promote new economic, commercial, and housing developments. These initiatives typically include the acquisition and demolition of structures, utility and infrastructure installation, new infill housing, rehabilitation or conservation of properties, and other development assistance utilizing tax increment financing (TIF). Obtaining the designation of a Neighborhood Revitalization Strategy Area (NRSA) from HUD maybe appropriate also. The redevelopment of residential areas near employment centers and public transportation access can help families decrease housing and transportation costs and their commuting time to work. Increasing higher density housing in these areas can increase public transit ridership as well. Coralville • Iowa City • North Liberty • Tiffin • University Heights 12 5. Prioritize the preservation of existing affordable housing units. In terms of rental housing, the priority need is to preserve the existing supply of affordable units. Preservation of existing assisted rental housing has been recognized as a national problem as older affordable housing units begin to reach contract expiration or the end of their restricted use period. In fact, most states have included aset-aside of federal Low Income Housing Tax Credits within their Qualified Allocation Plan (QAP) to specifically address the preservation of existing affordable housing stock. Owners of aging affordable rental housing developments with expiring use restrictions or subsidies are being faced with decisions regarding the future use of their property. Potential loss of existing rent subsidies, conversion to market rate housing, and/or deterioration of older and less marketable units, are just a few of the concerns that owners need to address. In the Iowa City metro area, nearly half of the entire assisted rental housing stock is facing or will be faced with expiring rent subsidies and/or restrictions through 2011. That's nearly 600 units of the existing 1,278 rental units. The disposition of these units will likely fall into three major categories, including conversion to market rate, investing in moderate to substantial rehabilitation, or maintaining the status quo. With the large number of affordable units set to expire by 2011, it is critical that officials promote preservation of these units as a community priority and collaborate with development owners to ensure these units remain in the affordable housing stock. Another affordable housing resource in Iowa City that is worthy of preservation is the existing supply of mobile home parks. As a matter of public policy, Iowa City has historically placed emphasis on the rehabilitation of existing mobile homes. The City requested and received special permission from HUD to rehabilitate mobile home units with CDBG and HOME funds. A strategy is needed to protect this public investment in mobile homes and mobile home parks. 6. Treat affordable housing developers as a special class of developer. Nonprofit housing developers cannot compete on a level playing field with for-profit developers in the absence of incentives. Nonprofits typically do not have ready access to capital and are dependent upon highly competitive public resources to finance their affordable housing projects. Incentives provided by a municipality can foster a higher level of commitment from and a stronger desire to produce more affordable housing units by local nonprofits. • Streamline the permitting process for projects involving affordable housing. • Participate in the cost of financing infrastructure improvements for projects involving affordable housing. Coralville • Iowa City s North Liberty • Tiffin • University Heights 13 • Waive local fees for nonprofit organizations that develop affordable housing Encourage the development of new housing tax credit projects. New production is needed to expand the supply of affordable housing. Local units of government should play a proactive role in identifying sites for new affordable housing, including surplus property that is municipally-owned. Development teams would then be encouraged to prepare and submit proposals. Local government should be prepared to work with the development team to define an appropriate blend of expectations and incentives that will result in a high quality project. 7. Seek State Housing Enterprise Zone designation. Developers and contractors building or rehabilitating housing in a State Enterprise Zone maybe eligible to receive certain state tax incentives. The developer or contractor must build or rehabilitate at least four single family homes or at least one multi-family building containing three or more units in a certified Enterprise Zone. The housing must meet HUD Housing Quality Standards and local housing codes. Tax incentives include a refund of state sales, service or use taxes paid during construction and an investment tax credit of up to a maximum of 10% of the investment directly related to the construction or rehabilitation of the housing. 8. Dedicate specific sources of revenue to finance affordable housing development over the long term. Lobby Iowa legislators to fully finance the State Housing Trust Fund. This program helps ensure decent, safe and affordable housing for Iowans. The Local Housing Trust Fund Program provides grants for communities, counties and organizations to create a local housing trust fund. The Project-Based Housing Program aids the development and rehabilitation of single family and multi-family housing. Johnson County received a total of $132,000 in 2007 from the State Fund. While funding of the program is projected to increase, the demand for funds from applicants far exceeds available amounts. Identify a dedicated revenue stream to capitalize the Housing Trust Fund of Johnson County. In order to use the trust as a tool to address the region's unmet affordable housing need, it must be adequately capitalized through a recurring revenue stream. For example, local officials may wish to consider doubling recording fees on deeds and mortgages. The increase in recording fee revenues would automatically flow to the Trust Fund. 9. Create an environment for collaboration and cooperation. Conduct workshops with local government planners and builders to: Coralville • Iowa City • North Liberty • Tiffin • University Heights 14 • Sensitize participants to affordable housing issues and solutions • Reach for high quality development that addresses a defined demand • Advocate for housing and transportation policies to be planned together • Publish public education materials to inform residents of the need for and the impact of affordable housing on the region • Participate in a roundtable discussion of best practices. Encourage partnerships between nonprofit and for-profit developers. Partnerships between for-profit and nonprofit developers can take on many different forms. Often the local non-profit has the vision and neighborhood relationships necessary to facilitate the creation of affordable units. However, most of the area nonprofits lack available human and financial resources required to successfully compete for program funds. Joint venture arrangements between nonprofits or for-profits will often provide the solution to close the divide between a goal and the means to accomplish the goal. In addition to human and financial resources the for-profit partner can impart valuable experience and expertise to their nonprofit partner. Establish a cooperative relationship with the University of Iowa to expand workforce housing and revitalize neighborhoods. Institutions of higher learning have a vested interest in expanding the supply of affordable housing and providing home ownership education to address the home ownership needs of faculty, support staff and lower wage employees. Universities frequently own land and can bring other resources to the table, such as research and financing, to facilitate the production of non-student housing and neighborhood revitalization. HUD's Office of University Partnerships supports expanded home ownership and neighborhood revitalization initiatives through programs such as the Community Outreach Partnership Center (COPC). Coralville • Iowa City • North Liberty • Tiffin • University Heights 15 Part 2 INTRODUCTION PURPOSE OF THE STUDY The City of Iowa City, in collaboration with the cities of Coralville, North Liberty, Tiffin and University Heights (collectively referred to as the Iowa City metro area), have prepared this Affordable Housing Needs Assessment to examine existing and future needs for housing among lower income households. Over the next five years (2007 through 2012), the City of Iowa City will use the Affordable Housing Needs Assessment to prepare the jurisdiction's Analysis of Impediments to Fair Housing and Five-Year Consolidated Plan and Annual Plans. These are planning documents required by the U. S. Department of Housing and Urban Development (HUD) to fulfill the programmatic requirements of the federal entitlements that the city receives annually. More importantly, the city will work closely with the neighboring jurisdictions and housing providers to use the information contained in this report to implement feasible and practical strategies that address the increasing need for affordable housing in the Iowa City metro area. To assist with the preparation of this document, the City of Iowa City selected the firm of Mullin & Lonergan Associates, Inc., a housing and community development consulting firm with offices in Pittsburgh, Harrisburg and Philadelphia, Pennsylvania. The purposes of the Affordable Housing Needs Assessment are • Identify demographic and economic trends that affect the demand for housing • Define the supply and demand characteristics of the housing market • Analyze the demand for affordable housing • Determine if there are any barriers to affordable housing • Recommend actions and initiatives aimed at expanding the supply of affordable housing. WHAT IS AFFORDABLE HOUSING? For this study, lower income households are defined as those with an annual income at or below 80% of the area median household income. Affordable housing for renters is defined as paying no more than 30% of gross household income for housing expenses including rent and utilities, regardless of income level. Affordable housing for home owners is defined as paying no more than 50% of gross household income for housing expenses including mortgage, utilities, insurance and taxes, regardless of income level. The primary goal of this study is to determine whether there is an adequate supply of affordable sales and rental housing to meet the needs of households at or below 80% of median household income in the Iowa City metro area. Coralville • Iowa City • North Liberty • Tiffin • University Heights 16 METHODOLOGY Data included in this report has been gathered from a variety of statistical sources and interviews. Statistical information from the U.S. Census Bureau, the Bureau of Labor Statistics, Iowa Workforce Development and similar sources has been collected, organized and analyzed for the five municipalities included with the Iowa City metro area. Where appropriate, the analysis compares the characteristics of the Iowa City metro area to Johnson County and the State of Iowa. Face-to-face and telephone interviews were conducted with a broad range of housing practitioners in the region to supplement the statistical data. Interviews were conducted with nonprofit affordable housing developers, for-profit builders and land developers, real estate professionals, and human service organizations. In addition, interviews were conducted with a number of public officials. As a point of beginning, the report defines the consumers of affordable housing in terms of household income characteristics. In this report, the target population consists of all households with an annual income up to 80% of the area median household income. This population segment was further categorized into the following subgroups: • Extremely low income households with incomes up to 30% of the median household income • Very low income households with incomes from 30% up to 50% of the median household income, and Low income households with incomes from 50% up to 80% of the median household income. The focus of the Affordable Housing Needs Assessment is non-student households in the Iowa City metro area. This distinction is warranted because of the very large student population at the University of Iowa. College students living off-campus that are supported financially by their parents appear in the Census data as being very poor. As a result, their presence tends to inflate the number of people living in poverty, the number of lower income households, and the number of households that are cost burdened. For the purpose of this study, renter households were divided into two categories: Family Households (consisting of Elderly, Small Related and Large Related family households), and All Other Households (consisting of non-family households and one-person households) to arrive at a better estimate of affordable housing needs for non-student households. To determine existing demand for affordable housing, certain constituent households were identified: • Households in physically deficient housing units • Households in overcrowded housing units, and • Renter households paying more than 30% and home owners paying no more than 50% of gross income for monthly housing costs. Projected demand for affordable housing is defined as the net increase in cost burdened households between 2000 and 2012. This estimate was determined using data projections Coralville • Iowa City • North Liberty • Tiffin • University Heights 17 produced by Claritas, Inc., which are based on Census 2000 data and updated with demographic data from many sources, including local governments, consumer databases and postal delivery counts. Total need for affordable housing was then determined as the sum of existing demand plus projected demand. HOW THIS DOCUMENT IS ORGANIZED The Affordable Housing Needs Assessment includes 11 sections, each with numerous sub-sections. The section on Population and Household Data includes a demographic profile of the residents of the Iowa City metro area. Where appropriate, comparisons are made between the municipalities to Johnson County and the State of Iowa. Economic Data provides an economic overview of the metro area, including an analysis of employment sectors, employment projections, wages and income. The Housing Data profile includes detailed characteristics of the physical housing inventory including supply, type, tenure and condition. Non-Housing Factors that Influence the Housing Market consists of a discussion of elements that typically impact a regional housing market. Issues such as public safety and the quality of local schools play important roles in how households choose where they want to live. Other issues such as land use regulations are discussed in terms of how they influence development. The extent to which affordable housing developers are meeting current demand is discussed in The Affordable Housing Market section. The Housing Affordability Analysis provides an in-depth analysis of how persons working in vital community occupations can or cannot afford housing in the Iowa City metro area. Barriers to Affordable Housing identifies public policies, market issues, physical characteristics and other elements that are impeding the production of affordable housing in the Iowa City metro area. The section entitled Existing and Projected Demand for Affordable Housing details the methodology utilized in determining total affordable housing need. The final section of this report, Strategic Housing Plan, includes a series of specific actions that are recommended to assist municipal officials in meeting the region's affordable housing needs over the next five years. Coralville • Iowa City s North Liberty • Tiffin • University Heights 18 Part 3 POPULATION AND HOUSEHOLD DATA POPULATION GROWTH Johnson County was the fourth fastest growing county in Iowa between 2000 and 2006. By 2006, the population had increased to 118,038 residents from 111,283 in 2000 (see Figure 6). The increase of 6,755 persons represented 13% of the population growth experienced by the State overall. The presence of the University of Iowa, as well as the University Hospital system, makes the Iowa City metro area a maj or employment center within the region. The Iowa City metro area has been a growth engine for both Johnson County and the State. Between 1960 and 2000, the population increase in the study area accounted for 83% of county growth and 28% of State-wide growth. FIGURE 3 Source: U.S. Census Bureau Coralville • Iowa City s North Liberty • Tiffin • University Heights 19 Source: U.S. Census Bureau Major growth is occurring primarily in the outlying suburban and rural areas around Iowa City. Coralville and North Liberty, once wide open farmland, are now the centers of population growth and new development activity. Between 1990 and 2000, the population of Coralville expanded nearly 50% from 10,347 to 15,123 residents, while the population of North Liberty increased more than 83% from 2,926 to 5,367. The small town of Tiffin saw its population more than double from 460 residents to 975 in 2000. Iowa City's growth slowed during the 199Os, increasing only 42% from 59,738 to 62,220 residents. After peaking in 1970, the population of University Heights is slowly declining. Unlike other municipalities in the study area, University Heights isbuilt-out and cannot accommodate new housing development. Furthermore, changes in household formation have caused decreases in the population. Coralville Iowa City North Liberty Tiffin University Heights Pop. Change Pop. Change Pop. Change Pop. Change Pop. Change 1960 2,357 33,443 - 334 - 311 - 841 - 1970 6,130 160.1 % 46, 850 40.1 % 1, 055 215.9% 299 -3.9% 1,265 50.4% 1980 7,687 25.4% 50,508 7.8% 2,046 93.9% 413 38.1% 1,069 -15.5% 1990 10.347 34.6% 59.738 18.3% 2.926 43.0% 460 11.4% 1.042 -2.5% NOTE: Data includes all persons. FIGURE 5 Change in Population within the Study Area from 1960-2000 zao w ^ 1960-1970 ^ 1970-1980 Meow ^ 1980-1990 ^ 1990-2000 ~aow eow aow -zow Coralville Iowa City North Liberty Tiffin University Heights Coralville • Iowa City s North Liberty • Tiffin • University Heights 20 REVISED 3/6/08 Iowa City Metro Area Affordable Housing Market Analysis The suburban areas remain the centers of growth, accounting for 97 % of the population increase in the study area since 2000_ Population estimates released annually between decennial census counts are based on the number of building permits issued. The Census Bureau takes the county-level estimates-which are based on birth, death and migration-related records and divides the population among the municipalities based on the number of building permits issued in each community. Spurred by new residential and commercial development, the population of Corals ille has increased 21 3% from 1 5, ] 23 in 2000 to 18,337 in 2007. This increase is equivalent to an annual average increase of 459 residents over the past seven years. The population of North Liberty has increased 493% overall from 5,367 io 8,014, averaging 378 new residents annually. Tiffin, with a 2000 population of 975, is also experiencing significant growth. The population increased SO.1% since 2000 to 1,463 in 2007_ Population projections for 2007 show a decrease in population For both North Liberty and Tiffin. For the first time, Towa City experienced population decline in 2002, falling to 62,894 from 62,947 in 2001. After a couple of years of very modest growth, the population once again declined in 2005 and 2006 before rebounding to 62,971 residents in 2007. Fi~uFxF 6 With the exception of 2003, University Heights has continued to lose population since 2000, falling from 987 to 874 residents in 2007_ This count is approaching pre-1970 population levels. Fueled by the growth in the Iowa City metro area, Johnson County's population has continued to increase at an average annual rate of I ,043 persons since 2000. With the exception of Iowa City and University Heights, the growth rate of 8.3% in the study area is exceeding the county rate o£ 6.6% and the State rate of 1 .3 % during the same period. New residents are relocating fo /ohnson County from a/sewhere in /owe and from across the country_ Residents are relocating from other Iowa counties, such as Polk, Scott, Story and Muscatine. They are also relocating to the Iowa City region from places Cora Nilla • Iowa City • North Liberty • Tiffin • University Heights 21 NOTE: Data includes all persons. - ._ Q.J.S. Census Bureau Population Estimates'. Data for 200 for Iowa from U.S_ Census L for 2007 for Johnson County and all municipalities fro rn Cla rite s. Inc. population proJE'erk e-~- REVISED 3/6/08 (Reference 3/6/08 Info Packet, IP5) The suburban areas remain the centers of growth, accounting for 91 % of the population increase in the study area since 2000. Population estimates released annually between decennial census counts are based on the number of building permits issued. The Census Bureau takes the county-level estimates-which are based on birth, death and migration-related records-and divides the population among the municipalities based on the number of building permits issued in each community. Spurred by new residential and commercial development, the population of Coralville has increase 21.3% from 15,123 in 2000 to 18,337 in 2007. This increase is equivalent to an annual av age increase of 459 residents over the past seven years. The po ulation of North Libe has increased 49.3% overall from 5,367 to 8,014, averagi 378 new residents ann Ily. Tiffin, with a 2000 population of 975, is also exp riencing significant growth. Thep ulation increased 50.1% since 2000 to 1,463 in 20 7. Population projections for 2 7 show a decrease in population for both Nort iberty and Tiffin. For the first time, I a City experienced population decline in 002, falling to 62,894 from 62,947 in 2001. After a couple of years of very modest rowth, the population once again declined in 2005 nd 2006 before rebounding to 62,97 residents in 2007. 4€3ura ~st~r °`.. ~ -~. ~f <.: t.;, t~` stl5zt .. .. Iow a pop. Change' 2000 2,926,324 2001 2,930,031 G.13% 2002 2,931,084 0.04% 2003 2,935,991 0-17% 2004 2,946,009 0.34% 2005 2,955,587 0.33% 2006 2,972,566 0.57% 2007 2,988,046 0.52% Growth Rate 2000-2007 1.0% Johnson County Coralville ,.. ~ % % Pop. Change Po Change op. 111, 283 151 62,220 112,926 1.48% 16,014 5 62,947 113,936 0.89% 16,762'. 4 % .62,894 114,975 0.91% 17087 .94% 63,001 116,401 1.24% 17,570 % 63.275 117,194 0.68% 17,7 1. % 63,046 118,038 0.72% 18 17 1.29 62,649 118.583 0.46% ,337 1.78% 62,971 21.3% ~ University City North Liberty Tiffin Heights Study Area Change pop. Change Pop ' Change , Pop Change Pop. Change 5,367 975 987 - 84,672 - 1 17% 5,957 10.99% 1,239 27.1% 966 -2.1% 87,123 2.996' -0.08% 6,268 5.22% 1,403 13.2% 913 -5.5% 88,240 1.3%'. 0.17% 6,866 9.54% 1,432 21% 928 1.6% 89,314 1.2% 0.43% 7,637 11.23% 1,453 1.5% 927 -0.1% 90,862 17% -0.36% 8,807 15.32% 1,509 39% 906 -2.3% 92,058 1.3% -0.63% 9,994 13.48% 1,561 3.4% 896 -1.1% 93,117 1.2% 0.51% 8,014 -19.81% 1,463 -6.3% 874 -2.5% 91,659 -1.6% 1.2% 49.3% 50.1 % -11.4% 8.3% NOTE: Data includes all persons. -, _ ._ ,. , . J~ E - vC _~_, ,. With the exception o 2003, University Heights has cont ued to lose population since 2000, falling from 7 to 874 residents in 2007. This cou t is approaching pre-1970 population levels Fueled by the growth in the Iowa City tro area, Johnson County's population has ntinued to increase at an average annual rat of 1,043 persons since 2000. With th exception of Iowa City and University Heights, the growth rate of 8.3% in the study area is exceeding the county rate of 6.6% and the St e rate of 1.3% during the same period, New residents are relocating to Johnson County from contiguous counties and surrounding states. Residents also are relocating from several counties away, such as Polk, Woodbury, Lee and Clinton. Most notably, more people are moving into Johnson G~:~ralvitlr a t~~+rra Cil;;t ~ ^JcrtSj ~ sE~€~rty .. .. . _.......... . °;F REVISED 3/6/08 Iowa City Mrtrc~ Arcs Affo rctablc Housing Market Analysis like Los Angeles, Denver and Milwaukee. Most notably, more people are moving into Johnson County than are moving out. In 2000, there was a total inflow of 35,557 persons, which exceeded the outflow of 32,723 persons, resulting in a net inflow of 2,834 persons between 1995 and 2000_ FIGURE 7 Where /ohrts on County Residents were Livlrtg in 9995 of Total County. State Inflow Inflow Linn County. IA 2.838 8.0% Po1K County, IA 2,209 6.2 CooK County. IL '1.783 5-O% Scott County, IA 1 .528 4.3 BIacK HawK County. IA '1,033 2.9% Ou Page County, IL 993 2.8% LJUbuq ue County. IA 882 2.5 Washington County, IA 841 2.4% Story County, IA 820 2.3 Muscatine County. IA 667 1.9 Cedar County, IA 553 1.6% LaKe County, IL 5'13 1.4% Oes Moines County, IA 422 1.2% Jefferson County, IA 401 1.1 Iowa County, IA 385 1.1 Woodbury County, IA 3~7 1.1% Henry County. IA 374 ~ . ~ Lee County, IA 371 1 .O Clinton County, IA 338 1.0 All Other Places "18,229 51-3% Total In Flow 35,557 100.0% NOTE: Data inclutles all pereons. ir•rL~w 7YSiiJC~200 Where /ohrtsora Courtty Residents Moved to by 2000 of Total County. State Outflow Outflow Linn County, IA 2,203 6.7% CooK County, I L 1 ,759 5.4 PoIK County. IA '1.662 5.1% Washington County. IA 8'1'1 2.5% Hennepin. MN 746 2.3 Scott County, IA 699 2.1 Cedar County, IA 540 t.7 M aricopa County, AZ 5'12 1.6% Iowa County, IA 508 1.6% Los Angeles. CA 473 1 .4 BIacK HawK County. IA 468 1.4% King County, WA 453 1.4% OaiPage, IL 422 1.3% Johnson County, KN 422 1.3 Story County. IA 399 1 .2 Denver County. CO 339 1 .O MilwauKee County, WI 307 0.9% Muscatine County, IA 294 0.9 San Diego County. CA 285 0.9 All Other Places 19.421 59.3 Total Out Flow 32,723 100.0 The population of the study area is becoming more diverse. Between 1 990 and 2000, white residents increased in number by 6,1 89 but decreased as a percent of total population from 91 .6% to 88%. Slacks increased 60.7°/ from 1,919 to 3,083 while Asian/PaciFc Islanders increased 1 8.4% from 3,713 to 4,398. The largest increase occurred among the Census category of "all other races" which grew 360% from 590 residents in 1 990 to 2,71 1 in 2000. Hispanics doubled in size from 1 ,274 to 2,459 residents. At the municipal level, all £ve communities saw their populations become more diverse in 2000_ Cora lville • Iowa City • North LibeiYy • Tiffin • University Helg nis 22 REVISED 3/6/08 (Reference 3/6/08 Info Packet, IP5) Iotirra G3t~~ tic 1s~~ 'are ~ :ale,-..~a ~ s ~'<,~a~in~l~rk~1 Ar~~[~sS~ County than are moving out. In 2000, there was a total inflow of 35,557 persons, which exceeded the outflow of 11,003 persons, resulting in a net inflow of 24,554 persons between 1995 and 2000. ~: 7 Where Johnson Cour1~-ty Residents were 'Living in 1995 \ % of Total County, State nflow Inflow Linn County, IA 2,838 _._-_ .. 8.0% . Polk County, IA ,209 6.2% Cook County, IL 1, 83 5.0% Scott County, IA 1,5 4.3°,6 Black Hawk County, IA 1,033 2.9% ~DuPage County, IL R~ . _. 993 2.8% Dubuque County, IA __ - ... ~. 882 .5°~ Washington County, IA 841 °~ :Story County, IA 820 2.3 Muscatine County, IA 667 1.9% !Cedar County, IA 553 1.6°b Lake County, IL 513 1.4% Des Moines County, IA 422 1.2% Jefferson County, IA 401 1.1 % Iowa County, lA _ _ 385 1.1 % Woodbury County, IA 377 1.1 Henry County, IA 374 1 % Lee County, IA 371 .0% Clinton County, IA 338 1.0°~ All Other Places 18,229 51.3% Totalln Flown. 35,55 100.0% Where Johnson County Residents Moved to by 2000 _ % of Total County, Stat Outflow Outflow Linn County, IA 2,203 20.0% Polk County, lA 1,662 15 1 % Washington C nty, IA m ~~ 811 7 4% Scott County IA ..699 _ 6.4% Cedar Cou , IA n 540 4.9% ty, IA `Iowa Coi 508 4.6% Black H wk County, IA 468. 4.3% Story ounty, IA 399 3.6% Mu atine County, IA 294 2.7% Ja per County, IA 218 2.0% nes County, IA 159 1.4% Dallas County, IA 141 1.3% ubuque County, lA .139 1 3% Ce o Gordo County, IA 131 1.2% Mari County, IA 125 1.1 % Woodb County, IA 112 1.0% Keokuk unty, IA 109 1.0% Benton Co ty, IA 108 1.0% Monroe Coun , IA 106 1.0% All Other Place 2,071 18.8% TotalO Flow 11,003 100.0% NOTE: Data includes all persons `:r:.t _ ~. ~. ~t . E The population of th study area is becoming more diverse. etween 1990 and 2000, white resident increased in number by 6,189 but decreased a a percent of total population from 9 .6% to 88%. Blacks increased 60.7% from 1.,919 3,083 while Asian/Pacific Isl ders increased 18.4% from 3,713 to 4,398. The larg t increase occurred amon he Census category of "all other races" which grew 36 o from 590 residents in 19 0 to 2,711 in 2000. Hispanics doubled in size from 1,274 2,459 residents. A the municipal level, all five communities saw their population become more diver e in 2000. FIGURE 8 Johnson County is much younger than Iowa. In 2000, the median age of Johnson County's population was 28.4 years; in Iowa, it was 36.6 years. The most notable changes in age cohorts within the study area (see Figures 9 and 10) are among 25 to 44 year olds and among 45 to 64 year olds. Population Age Cohorts, 1990 75 and older 65 to 74 years 45 to 64 years ^ Study Area ^ Johnson County 25 to 44 years ^ low a 20 to 24 years Up to 19 years 0°~ 10°~ 20°~ 30°~ 40°~ NOTE: Data includes all persons. Coralville • Iowa City s North Liberty • Tiffin • University Heights 23 NOTE: Data includes all persons. In 1990, 25 to 44 year olds comprised nearly 35% of the population. By 2000, this segment had aged, thus increasing the 45 to 65 year old cohort from 10.8% to 15.9% of the population. The percentage of persons younger than 19 years of age has remained fairly constant, as has the percentage of persons age 65 and older. Trends in age have mirrored both county and State trends. Population Age Cohorts, 2000 75 and older 65 to 74 years 45 to 64 years ^ Study Area ^ Johnson County 25 to 44 years ^ low a 20 to 24 years Up to 19 years 0% 10% 20% 30% 40% NOTE: Data includes all persons. The future population, both total population and the age of the future population, impacts housing demand. Population change over time has two components: natural change and migration. Natural change is the growth of the population from more births than deaths. Migration is the net sum of the number of persons who move into an area minus the number of people who moved out during the same period. Of the two components of population change, natural increase is the more predictable and stable because birth and death rates are a function of the age distribution of the existing population. Migration is based on circumstances that attract persons to an area, such as job opportunities for working age people or a desirable living environment, which is often an attraction for retirees. Thus, migration projections are tied to projections about the state of the economy. The population resulting from migration will need housing. The type and location of the housing needed by people migrating to the area will be determined by the age and income of the new resident population in addition to locational choices related to their job, desire to be near services such as transportation and schools, or other amenities. The population resulting from natural increase will need decent safe housing suited to their locational preferences and household circumstances. Coralville • Iowa City • North Liberty • Tiffin • University Heights 24 HOUSEHOLD GROWTH Every household needs a dwelling. The Census Bureau defines "population" as "all people, male and female, child and adult, living in a given geographic area." The term "household" is defined to include "all the people who occupy a housing unit as their usual place of residence." When describing housing markets and housing need, focusing the discussion on households is much more relevant and accurate because each household requires a dwelling unit while several people may comprise the same household and live in the same housing unit. In other words, calculating housing need on the basis of the number of households in a geographic area is much more accurate than calculating housing need based on the number of persons. For example, if one hundred family households each had a new child born in the same year, the population of the municipality would increase by 100 persons. However, there would be no need for additional housing units to accommodate this increase in population. By comparison, if 50 new households relocated to the municipality, then these 50 new households would each require their own housing unit. Household growth exceeds population growth in the study area. During the 1990s, population increased at a rate of 13.6% while households grew 22.8%. This trend parallels national trends in high growth areas and is indicative of smaller households and smaller family size. Iowa City's modest population increase of 4.2% was easily surpassed by a 14.7% in household growth. North Liberty and Tiffin both experienced very high household growth rates. FIGURE 11 2007 to 2012 (projected) The exception to this trend is Coralville, which experienced a higher population growth rate (46.2%) and a lower household growth rate (39.9%). This is indicative of a higher rate of married-couple families with children and a larger average household size. While the population of University Heights fell 5.3% during the 1990s, households declined by less than 1%. This reflects an aging population where children have moved out of their parents' homes. Coralville • Iowa City s North Liberty • Tiffin • University Heights 25 NOTE: Data includes all persons. Households are forecasted to increase faster than population through 2012. The higher rate of household formation will increase development pressure on all communities within the study area, but especially in suburban and rural locations. In Johnson County, households have increased another 10.8% since 2000 from 44,080 to 48,838 with 88.5% of the growth occurring in the study area. Tiffin leads the way with a 56.4% household growth rate followed by North Liberty with 55.7%. Coralville gained another 1,427 households, increasing 22.1%. Iowa City increased 5.2% while University Heights lost 7.3% of its households since 2000. 1990 2000 Johnson County 36 Coralville ~ 4 Iowa Citv ~ 21 Tiffin Change from Change from 1990-2000 2007 2000-2007 2012 7.9% -- -- 22.0% 48,838 10.8% 51 39.9% E 7,894 22.1 % 8 14.7% i 26,516 5.2% 27 101.3% 3,517 55.7% 4 129.2% 688 56.4% -0.6% 433 -7.3% Change from 2007-2012 NOTE: Data includes all households. Overall, the study area added, on average, 602 new households annually between 2000 and 2007. This was lower than the annual rate of 647 new households added between 1990 and 2000. Forecasts through 2012 anticipate a continuing increase in household growth and, consequently, a continuing demand for housing. However, the rate of household growth is projected to increase at a slower rate of approximately 524 households annually. Household size is shrinking and household composition is changing from traditional married-couple families to single-parent households and non-family households. The number of households increasing in relation to the population reflects a continued decline in the number of persons per household and indicates a change in the composition of households. Overall, households containing both a husband and wife are declining while non-family households (in which the members of a household are not related to each other, such as student households) and single-parent households are increasing (see Figure 13). This trend has important implications for housing, particularly for those headed by a single parent. Single-parent households will have less income than married-couple households, thus impacting their ability to secure housing that is within their economic means. Additionally, the combination of an increasing population in the study area accompanied by a decreasing household size will result in a continuing need for new housing. Coralville • Iowa City s North Liberty • Tiffin • University Heights 26 FIGURE 13 Johnson I C t C l ill I Cit North Lib t Tiffi University H i ht owa oun y ora v e owa y er y n e g s Total Households 1990 1,064,325 36,067 4,605 21,951 1,128 190 474 2000 1,149,276 44,080 6,467 25,202 2,259 440 467 Family Households 4.3% 3.8% 4.1 % 3.9% 3.0 %0 0. L %o 25.9% 27.8% 35.2% 29.7% 23.2% 30.0% 31.4% 27.2% 30.2% 34.9% 33.8% 27.6% 29.8% 35.8% 9 Average Household Size 1990 2000 NOTE: Data includes all households. 2.52 2.41 2.14 2.34 2.59 2.42 2.20 2.46 2.33 2.21 2.23 2.42 2.24 2.12 The growth in single-parent family households creates the need for units that are affordable to households with only one income. Different household types have different tenure patterns with married-couple households having the highest rate of home ownership followed by male-headed households. Female-headed households tend to own their units at significantly lower rates. While women have traditionally worked in lower wage occupations than men, the number of women in higher paying managerial and professional specialty occupations is growing. Women earning higher incomes will support increased household formation by single women. A reduction in household size reflects broad demographic and economic changes in society, such as deferred age of first marriage, increased divorce rates, and longer life expectancy. One-person households, non-family households and single-parent households are growing as segments of all households while married-couple families (with and without children) are declining. Coralville • Iowa City • North Liberty • Tiffin • University Heights 27 Once again, the exception to these trends is Coralville. Married-couple family households with children increased from 19.8% in 1990 to 21.2% in 2000. Single-parent households with children remained constant at 6.9%. One-person households declined from 35.2% to 34.9%. And, Coralville is the only community in the study area in which the average household size is increasing: from 2.14 persons in 1990 to 2.21 in 2000. Households are classified by type according to the sex of the head of the household (householder) and the presence of relatives. Examples include married-couple family; male householder, no wife present; female householder, no husband present; and, non- family household. The Census defines a family as a householder and one or more people living in the same household who are related to the householder by birth, marriage, or adoption. All people in a household who are related to the householder are regarded as members of the family. Not all households contain families since a household may comprise a group of unrelated people or one person living alone. Such is the case in Iowa City (and, to a lesser degree, the suburban areas of the study area) with its large student population. While the Census Bureau does not distinguish between student and non- student households specifically, it is possible to estimate student households by identifying the number of households by the presence of non-relatives. Source: U.S. Census Bureau Assuming that many college students live in households separate from their parents, and live either alone or with one or more roommates who are unrelated to them, then the number of households with one or more non-relatives is one indicator of student households. This assumption does not include university students who are married and who may or may not have children living with them. In this case, this student household would be counted as amarried-couple family household. However, there is no other available source of reliable data to estimate student households. In 2000, the Census Bureau identified 6,158 households with one or more non-relatives in Iowa City. This represented 24.4% of all city households or nearly one in four households. Across the study area, there were a total of 7,681 households with one or more non-relatives, representing 22% of all households. Estimating the number of student households is significant because student housing needs vary greatly from the housing needs of non-students. By removing student households from total households, it is possible to more accurately determine housing need for other household types. Coralville • Iowa City • North Liberty • Tiffin • University Heights 28 Additional analysis of student households and non-student households, as they relate to affordable housing need, is included in Part 10, Existing and Projected Demand for Affordable Housing. Coralville • Iowa City s North Liberty • Tiffin • University Heights 29 Part 4 HOUSING DATA HOUSING INVENTORY A younger population and a higher rate of non-traditional households are reflected in the housing stock which has a balance between single family and multi-family dwellings. Single family dwellings (both detached and attached units) accounted for 47.8% of the study area's housing stock while multi-family units accounted for 46.6%. Throughout the State, the ratio was closer to 76.3% single family units to 18.5% multi-family units. Single family units were most prevalent in the older, established residential community of University Heights (73.8%) as well as in the growing suburb of Tiffin (57.6%). In Iowa City, where many student households reside, single family units accounted for 47.3% of the housing stock. More multi-family housing choices are located in Iowa City, accommodating much of the student population in proximity to the university. In Coralville, multi-family units in structures with 10 or more units numbered 1,610 and accounted for 23.8% of the city's housing inventory. FIGURE 15 Johnson Iowa County Coralville Iowa City North Liberty Tiffin 1-unit, detached 911,987 22,436 2,102 10,887 846 177 of Total 74.0% 49.0% 31.1 % 41.8% 36.1 % 38.2% 1-unit, attached 28,118 3,015 983 1,440 362 90 of Total 2.3% 6.6% 14.6% 5.5% 15.5% 19.4% 2 to 4 units 87,086 4,178 858 2,841 245 31 of Total 7.1 % 9.1 % 12.7% 10.9% 10.5% 6.7% 5 to 9 units 45,113 4,028 889 2,841 154 41 of Total 3.7% 8.8% 13.2% 10.9% 6.6% 8.9% 10 or more units 94,745 8,978 1,610 6,836 294 71 of Total 7.7% 19.6% 23.8% 26.2% 12.5% 15.3% Mobile, trailer or other 65,462 3,196 311 1,207 442 53 of Total 5.3% 7.0% 4.6% 4.6% 18.9% 11.4% Total Units 2000 1,232,511 45,831 6,753 26,052 2,343 463 Total Units 1990 1,143,669 37,210 4,757 22,464 1,162 206 Change 1990-2000 7.8% 23.2% 42.0% 16.0% 101.6% 124.8% __. ~_i~.~ aa.~, University Heights Study Area 351 14,3E 73.4% 39.8 2 2,8. 0.4% 8.0 14 3 9£ 2.9% 11.1 5 3, 9: 1.0% 10.5 106 8.9 Multi-family housing units accounted for 46.7% of the housing stock in the study area with 75% of the units located in Iowa City. Manufactured homes accounted for 5.6% of the housing stock. There were 2,013 manufactured homes in the study area in 2000, with 60% of the units located in Iowa City. Despite being a popular housing choice, it is often a misunderstood segment of the housing industry. As housing costs rise, manufactured housing becomes the most affordable path to home ownership for low income households, seniors, and first-time homebuyers. Purchase of new manufactured homes often requires low down payments and includes most appliances. The Coralville • Iowa City s North Liberty • Tiffin • University Heights 30 price of a manufactured home often does not include land, making the purchase more affordable than site-built housing. The housing stock in the study area increased 24% between 1990 and 2000 with the creation of over 7,000 units. In both Tiffin and North Liberty, the housing inventory more than doubled during the 1990s. Coralville experienced a significant increase of 1,996 units, expanding its inventory 42%. Iowa City added 3,588 units, increasing its inventory by 16%. There was a loss of two housing units in University Heights during the same period. Housing Units per Structure in 1990 6% 25°r 1 39% ^ 1-unit, detached ^ 1-unit, attached ^2to4units ^5to9units ^ 10 or more units ^ Mobile, trailer or other Source: U.S. Census Bureau FIGl1RF 17 Housing Units per Structure in 2000 6% 25°i 1 39% ^ 1-unit, detached ^ 1-unit, attached ^2to4units ^5to9units ^ 10 or more units ^ Mobile, trailer or other Coralville • Iowa City s North Liberty • Tiffin • University Heights 31 0 11% ° 11% 8% Over 11,000 new housing units could be added to the study area by 2010 if current trends persist. Since 2000, nearly 7,500 housing units have been added to the housing stock, based on the number of residential building permits issued by each municipality between 2000 and 2006. The 7,488 new units represent 86% of all residential development in Johnson County between 2000 and 2006. In some cases, the rate of new development between 2000 and 2006 is exceeding the rate of the previous decade. In Johnson County, new housing activity has added, on average, 862 new units annually between 1990 and 2000. The annual rate of increase since 2000 is 874 units. In North Liberty, the annual rate in the previous decade was 118 units; since 2000, the annual rate is 355 units. In Tiffin, the annual rate during the 1990s was 26 compared to 34 units annually since 2000. FIGURE 18 Residential Building Permit Activity from 2000-2006 soo 700 ~,, ,. 600 t Coralville 500 low a City 400 ` ~ ~ North Liberty 300 ,,-,,.., ,.-,"~ ~-.Tiffin 200 CIE- University Heights 100 0 2000 2001 2002 2003 2004 2005 2006 Sources: U.S. Dept. of Housing & Urban Development, State of the Cities Data System; City of Iowa City 2007 Community Profile Coralville • Iowa City s North Liberty • Tiffin • University Heights 32 NOTES: SF -single family unit; MF -multi-family unit 4, ~ .~~ ., _~ _ ~~ ~ ~~. ,,,~.. „~ .,~~v. .. .s.,.. ~ ~„7~ Heights from HUD's State of the Cities Data System. FIGURE 19 The majority of new housing built in the study area since 2000 is owner-occupied. In Iowa City, in contrast, 63% of all new units were renter-occupied. In North Liberty, new single family units outnumbered multi-family units by more than 2 to 1. OCCUPANCY STATUS Less than 4% of the 2000 housing stock in the study area was vacant. Vacant housing units numbered 1,313, equivalent to 3.6% of the total housing stock. Of the 1,313 vacancies, 73 units were held for seasonal, recreational, or occasional use. Deducting these units from the total vacant stock reduces the study area's year-round overall vacancy rate to 3.4%. The owner vacancy rate was less than 3% in 2000. Of the 17,082 owner-occupied units in the study area in 2000, only 883 were vacant and for sale. This represented just 2.4% of the housing inventory. A vacancy rate between 3% and 5% is preferable because it allows some mobility for households who are moving. The low rate ofvacant-for-sale- only units may impact the affordability of housing because of a low number of available units in the marketplace at any given time. FIGURE 20 The rental vacancy rate of 2.9% in 2000 was too low to support a vibrant rental housing market. Only 1,046 housing units were vacant and for rent in the study area in 2000, equivalent to 2.9% of the vacant stock (see Figure 21). The vacancy rate is slightly lower than the preferred rate of 3% to 5%, which allows some mobility for households who are moving. The low rate exerts upward pressure on rents, negatively impacting the ability of lower income households to find affordable housing because of a small number of available units in the marketplace at any given time. Coralville • Iowa City • North Liberty • Tiffin • University Heights 33 Source: U.S. Census Bureau FIGURE 21 The current rental market remains tight with vacancy rates of less than 3% in 2007. A biennial apartment survey conducted by Cook Appraisal, LLC provided a more recent picture of rental vacancies in the study area. The Cook survey analyzed rent information from 5,199 units, focusing on professionally managed buildings typically consisting of at least eight units. The 2007 survey revealed decreasing rental vacancies compared to 2005 (see Figure 22). In an increasingly tight rental market, lower income family households will find it much more difficult to compete against student households for available units, particularly in Iowa City and Coralville. FIGURE 22 J•, 2005 2007 °k Change Pentacrest 1.21 °k 1.66°k 0.45°k Remainder of Iowa City 3.70°k 2.56°k -1.14°k Coralville 4.07°k 0.14°k -3.93°k North Liberty 7.25°k 5.58°k -1.67°k 1-bedroom units 0.34°k 0.98°k 0.64°k 2-bedroom units 3.96°k 1.78°k -2.18°k 3-bedroom units 6.16°k 4.47°k -1.69°k 4+ bedroom units 0.00°k 0.00°k 0.00°k Source: 2007 Iowa City Area Apartment Rent Survey (Cook Appraisal, LLC) Coralville • Iowa City s North Liberty • Tiffin • University Heights 34 Source: U.S. Census Bureau HOUSING TENURE The presence of a large student population is reflected in a lower home ownership rate. While nearly three in four Iowans owned their home in 2000, slightly less than one-half of all households in the study area were home owners. Rates were higher in the developing suburbs of North Liberty and Tiffin, and in the older residential neighborhoods of University Heights. FIGURE 23 Source: U.S. Census Bureau As shown in Figure 24, characteristics of homeowners in the study area include the following: The youngest households are predominately renters with nearly 40% of those aged 15 to 24 renting. Typically, as households age into their 30s in Iowa and nationwide, the tenure rate is more evenly distributed between owners and renters. In the study area, however, home ownership is delayed for more younger households until their late 30s and even into their 40s. This is reflective of a larger student population, including graduate and professional school (i.e. law, medical) students delaying home ownership. By age 35, home owners outnumber renters in all municipalities except University Heights, where this does not occur until age 45. By age 45, Iowa City has the highest rate of home owners in the study area in spite of its high student population. Iowa City and University Heights have the highest rates of ownership among elderly households 65 and older. Coralville • Iowa City s North Liberty • Tiffin • University Heights 35 FIGURE 24 Age of Iowa Johnson County Coralville Iowa City North Liberty Tiffin University Heights Study Area iouseholder % Own % Rent % Own % Rent % Own % Rent % Own % Rent % Own % Rent % Own % Rent % Own % Rent % Own % R to 24 1.7% 18.2% 2.0% 36.4% 2.9% 27.3% 2.1% 42.1% 5.8% 23.7% 3.3% 33.6% 2.7% 20.6% 2.6% 3£ to 34 12.3% 25.1% 15.2% 32.1% 20.3% 37.1% 14.5% 30.9% 31.1% 34.5% 30.7% 41.8% 12.4% 41.2% 17.3% 3: to 44 21.5% 19.2% 24.0% 14.9% 27.8% 18.3% 21.7% 12.3% 28.4% 24.0% 25.3% 6.2% 18.5% 20.0% 23.5% 1E 74 All Households 72.3% 27.7% 56.7% 43.3% 49.0% 51.0% 46.6% 53.4% 71.0% 29.0% 67.3% 32.7% 63.7% 36.3% 49. White households were more likely to be home owners than minority households. While white households accounted for 88% of the population within the study area in 2000, home ownership among white households exceeded 95%. However, black households residing in Coralville and Iowa City were more likely to be home owners than anywhere else in the study area, or in Johnson County or the State. FIGURE 25 Source: U.S. Census Bureau Among minorities, Asian/Pacific Islander households had a higher rate of home ownership than black, American Indian/Native Alaskan and all other households. Households of Hispanic origin also had lower ownership rates. Less than 12% of all home owners in the study area had incomes of less than $25,000 compared to 21 % Statewide. Households with lower incomes were less likely to be home owners (see Figure 26). For households with incomes between $25,000 and $50,000, 27.2% were home owners in the study area compared to nearly 40% Statewide. While a transient student population may be the reason for a lower home ownership rate in the study area to a degree, higher housing costs may also be a factor. Coralville • Iowa City • North Liberty • Tiffin • University Heights 36 FIGURE 26 sus Bureau Home ownership was highest among married couple households. Nearly 60% of married couple families owned their own home in the study area, which was higher than the overall County home ownership rate of 56.7%. Rates among married-couple family households compared to non-family households were comparable in all municipalities within the study area. In contrast to national trends, female householders without husbands were twice more likely to be home owners than male householders without wives. This maybe due to a more educated population and, as a result, better employment opportunities in the Iowa City region. PHYSICAL CONDITION OF HOUSING Census data provides certain indicators relative to the condition of the local housing stock. Three factors can be evaluated: age of the structure, degree of overcrowding and lack of complete plumbing facilities. The age of a residential structure demonstrates the time the unit has been in the inventory and the duration of time over which substantial maintenance is necessary. The age threshold commonly used to signal a potential deficiency is represented by the year built with units that are 50 years old or over used as the threshold. However, the age of the structure alone cannot be used exclusively to determine the condition of housing. Many older units are well-maintained. Older units, however, have a greater need for maintenance, including replacement of expensive building systems. Newer housing units that have bigger rooms and modern amenities generally have higher sales values reflecting a preference for newer units. Geographic locations with a variety of new housing types are more attractive to new households, but generally less affordable to lower income households. Another variable used to identify housing condition is overcrowding, which is directly related to the wear and tear sustained by the residential structure. The value of more than one person per room (1.01) is used as the threshold for defining living conditions as substandard. Finally, a lack of complete plumbing facilities is identified as a variable with the sharing of facilities between households used as an index of deficient housing conditions. Coralville • Iowa City • North Liberty • Tiffin • University Heights 37 Nearly 25% of the housing stock in the study area was built prior to 1960. In 2000 there were 8,117 units that were constructed prior to 1960. At a municipal level, rates varied greatly. In University Heights, abuilt-out, older community where only two residential building permits have been issued since 2000, 57.1% of the housing stock was built before 1960, representing the oldest housing inventory in the study area. This community also contains some of the most well-maintained and desirable housing units in the study area. In the outlying suburban areas, recent new housing developments are reflected in lower rates of units built before 1960. FIGURE 27 Source: U.S. Census Eiureau Relatively few housing units were overcrowded. Across the study area, 710 units were identified as overcrowded, accounting for 2% of the occupied housing stock. Renter-occupied units were more likely to be overcrowded than owner-occupied units by almost 5 to 1. And, the overcrowded units within the study area represented 83.2% of all overcrowded units in Johnson County. Coralville had the highest overcrowded rate of 3.1%, while Iowa City had the most overcrowded units but at a lower rate of 1.8% of the city's occupied housing stock. In Tiffin and University Heights, only 5 rental units in each municipality were identified as overcrowded. Total Overcrowded Units of Occupied Units Source: U.S. Census E Very few housing units lacked complete plumbing facilities. Only 1.2% of the occupied housing stock was identified as lacking complete plumbing facilities in the Coralville • Iowa City • North Liberty • Tiffin • University Heights 38 study area with all such units found in Iowa City and Coralville. Most notably, owner- occupiedunits were more likely to lack facilities than renter-occupied units by 2 to 1. The 451 substandard units in the study area accounted for 74% of all units lacking complete plumbing facilities in Johnson County. Johnson North University lovva County Coralville lovva City Liberty Tiffin Heights Study Area Total Occupied Housing Units 1,232,511 45,831 6,753 26,052 2,343 463 478 3608E Owner Occupied Units 831,427 24,986 3,159 11,749 1,576 300 298 17,08 Lacking complete plumbing facilities 9,790 426 39 260 0 0 0 29f Renter Occupied Units 317,849 19,094 3,289 13,446 646 146 170 17,691 Lacking complete plumbing facilities 1,898 183 39 113 0 0 0 15~ Total Units Lacking Complete Plumbing 11,688 609 78 373 0 0 0 451 of Total Occupied Housing Units 0.9% 1.3% 1.2% 1.4% 0.0% 0.0% 0.0% 1.2°/ The following chart summarizes the housing conditions in 2000 (i.e. units built prior to 1960, overcrowded units, and units lacking complete plumbing facilities) for owner- and renter-occupied housing units within the study area. FIGURE 30 Iowa County Coralville Iowa City North Liberty Tiffin Heights Study Area Total Occupied Housing Units 1,149,276 44,080 6,448 25,195 2,222 446 468 34,77: Units Built Prior to 1960 Owner-Occupied Units 434,156 6,603 415 3,647 73 39 139 4,31 Renter-Occupied Units 149,200 4,586 261 3,325 67 23 128 3,80 Overcrowded Units Owner-Occupied Units 10,133 230 44 49 29 0 0 12. Renter-Occupied Units 12,365 623 156 402 20 5 5 58. Units Lacking Complete Plumbing Fa cilities Owner-Occupied Units 9,790 426 39 260 0 0 0 29'. Renter-Occupied Units 1,898 183 39 113 0 0 0 15. Total 605,854 12,651 954 7,796 189 67 272 9,27 of Total Occupied Housing Units 52.7% 28.7% 14.8% 30.9% 8.5% 15.0% 58.1 % 26.7° SOIi:.. ASSISTED HOUSING MARKET In addition to the private housing market, there is a substantial privately-assisted housing inventory in the Iowa City metro area. Privately-assisted housing isprivately-owned but affordable due to the funding source used to develop the housing units. (This type of Coralville • Iowa City • North Liberty • Tiffin • University Heights 39 subsidized housing differs from public housing that is owned by a government entity.) Eligible resident households typically include those who are elderly (either 55 or 62 years of age or older), low income (80% of median income or less), or disabled. Financing for these affordable units typically comes from state and federal sources such as the Low Income Housing Tax Credit Program (LIHTC); the U. S. Department of Agriculture's Section 515 Program; HUD's Section 202 (elderly), Section 811 (disabled), and Section 236 and Section 221(d) (family) Programs. These 1,372 affordable housing units address a significant need in the Iowa City metro area, comprising approximately 3% of the approximate 43,577 units in 2006. Name of Development Address I Ridge Apartments 2230-2264 10th Street I Ridge Apartments II 2220-2226 10th Street I Village 1799 5th Street Garden Aparments 861-1037 Cross Park Avenue Penn Oaks Condominiums Emerson Point Savannah Village Whispering Garden Jefferson Point Jefferson Point II Melrose Ridge Berry Court Pheasant Ridoe Ao House Unlimited Homes North Liberty Park Builders of Hope MECCA Successful Living HACAP 0-12 Penn Oaks Drive 259 Shannon Drive 010 Scott Park Drive 060 Scott Park Drive 229 Shannon Drive 335 Shannon Drive Coralville Coralville Iowa City Iowa City North Lib North Lib Units 72 30 57 48 18 24 36 30 36 37 30 54 28 12 30 30 18 14 248 90 64 81 81 48 Iowa Iowa ( Iowa ( North Meadow Drive Iowa et North Jefferson Street North 4455 Melrose Avenue Iowa ( =_red sites Iowa ( Bartelet Road ~ Iowa =_red sites Iowa ( Muscatine Avenue Iowa ( ast Washington Street Iowa iubuque Street Iowa ( 'eooer Drive Iowa Creek Lake i First Aven~ late Avenue Scattered sites North Liberty i 4 North Liberty 24 Iowa City ! 5 _ Iowa City 12 Iowa City 29 Iowa City 48 Sub-total for Iowa City 1,02' ~-total for North Liberty 192 Sub-total for Coralville 159 ~e of Financ LIHTC LIHTC section 221 (d LIHTC LIHTC /USDA Sect LIHTC LIHTC LIHTC LIHTC LIHTC LIHTC i LIHTC LIHTC i_ LIHTC LIHTC LIHTC LIHTC Section 236 SOME/CDBG Section 202 Section 202 Section 202 Section 202 USDA Section 515 USDA Section 515 HOME HOME HOME/CDBG HOME/CDBG Sources: Iowa City Five Year Consolidated Plan -City Steps 2006-2010 National Housing Trust Affordable Housing Data Sets Iowa Finance Authority Inventory of Tax Credit Projects U.S. Department of Housing and Urban Development ~: _, ~v~.~. ..= cb. ., ,vid--°v1'o ~ .,.5 V u',:y G~., ~iG-tV. U, ieu'~CIUIi'u'V i-i i~s'i.Y `,yN o~ I SlPbQ ii,VU'Sti~iDVc; s°;'~ti L1 `u'ob V'}.{.` Data Sets, Ic _ vpt. of Housing & Urban Development Coralville • Iowa City s North Liberty • Tiffin • University Heights 40 Almost half of the affordable housing inventory is at risk for conversion to market rate housing. In some cases, affordable housing developments are constructed with public funds provided to the developer and rental subsidies provided to qualifying households who occupy the units. The source of the rental subsidy is the Section 8 Program. The developer must agree to keep the units affordable for a specified period of years if HUD provides Section 8 rental subsidies. After the period of affordability expires, the housing units may be purchased by afor-profit entity and converted to market rate housing. According to a 2007 update issued by the Iowa Finance Authority, nearly 600 affordable housing units are at risk for conversion to market rate units due to expiring Section 8 contracts. These units account for almost 47% of the assisted housing stock in the study area. Number of Name of Development Address Municipality Units Expiration Date System Unlimited Group Homes 941 Pepper Drive Iowa City 48 5/31/2007 Coral Village 1799 5th Street Coralville 57 7/31/2010 Pheasant Ridge Apartments 2626 Bartelet Road Iowa City 248 7/31/2010 Capitol House 320 Dubuque Street Iowa City 81 7/31/2010 System Unlimited Group Homes 2208 Hickory Court Iowa City 18 10/31/2011 Ecumenical Towers 320 East Washington Street Iowa City 81 11/30/2011 Autumn Park Apartments 3042 Muscatine Avenue Iowa City 64 12/31/2009 Grand Total for Study Area 597 source: low« i=iia~7c~ Autharty ( 2UC3`i ) The largest public landlord in Iowa City is the Iowa City Housing Authority. The Authority administers and manages 81 units of public housing in addition to 1,213 vouchers for the Section 8 Housing Choice Voucher Program. Preferences are provided to local residents, and elderly and disabled households. Unfortunately, the demand for public housing and Section 8 vouchers far exceed current supply. Waiting lists are lengthy (about two years) for both: nearly 1,200 applicants are requesting public housing and another 1,600 applicants are waiting on rental vouchers. Coralville • Iowa City • North Liberty • Tiffin • University Heights 41 Part 5 ECONOMIC DATA Economic trends are important to the understanding of the housing market because of the relationship between income and housing choice. The following discussion of trends and projections in occupations and employment provides a basis for discussion of the ability of households to afford housing, which will impact housing choice and demand in the Iowa City metro area. Much of the economic data provided in this report is available on a county basis. When available, municipal level data also are presented. LABOR FORCE AND UNEMPLOYMENT The regional economy of the Iowa City metro area is diversified and robust. With the exception of 2004-2006, the annual unemployment rate has been 3% or less for the last decade. Average annual salaries in 2006 in most employment sectors were greater than $30,000 (see Figure 39). Real wages increased 7.6% in service-providing jobs and 4.9% in goods-producing jobs between 2001 and 2006 (see Figure 39). Employment is projected to increase significantly in the higher-skill, higher-wage sectors such as Trade/Transportation/IJtilities, Financial Activities, Education/Health Services, and ProfessionalBusiness Services (see Figure 41). Johnson County's labor force has expanded to accommodate a growing economy. Between 1996 and 2006, Johnson County's civilian labor force increased by 15.5% from 65,900 to 76,100. The total number of persons employed increased by 15.6% from 64,100 to 74,100. The number of unemployed persons increased 5.3% from 1,900 to 2,000 but the overall rate of unemployment declined as a result of the healthy increase in the civilian labor force. Coralville • Iowa City s North Liberty • Tiffin • University Heights 42 Source: Iowa Workforce Development While Johnson County's unemployment trends have paralleled trends in the U. S. and Iowa, the county's rates have consistently been lower than national and state rates. The margin below the national rate has been as great as 3.0% in 2003. After peaking at 3.4% in 2004, the county's unemployment rate has slowly been receding once again, falling to 2.6% in 2006. This recent downward trend also paralleled national and state trends. FIGURE 34 Unemployment Trends, 1996 to 2006 7.0 ., 6.0 c E 5.0 ~ t Johnson County a 4.0 ~ -~- low a 3.0 U. S. 2.0 L a 1.0 0.0 ~~O ~~ ~~ ~Q' O~ O~ O`l' O~ Off` O~ OHO ~~ ~~ ~~ ~~ ~O ~O ~O ~O ~O ~O ~O Regionally, Johnson County had the lowest unemployment rate at 2.6% in July 2007. Still, all counties in the central eastern region of Iowa had lower unemployment than the State rate of 3.9% and the national rate of 4.5% in July. Comparison of County Unemployment Rates -July 2007 a.o% 3.4 % 3.4 % 3.4 3.5 c 2.9% 3.0% 3.0% ° ~ 3.0% ° 0 2.5% a w 2.0% ~ 1.5% c ~ 1.0% v a 0.5% O.o% ~c ~a ,roc aa~ ~~a oc ~c cae 5a °,cc ~° sec pe Jy~p e'cc~`' ~. ~o \'oJ ~ ~a Central Eastern Iowa Counties Source: Iowa Workforce Development Coralville • Iowa City s North Liberty • Tiffin • University Heights 43 EMPLOYMENT BY INDUSTRY The Iowa City metro region is home to several Fortune 500 companies, several nationally-recognized companies, and the University of Iowa. Cumulatively, these businesses and institutions constitute a major employment center based in Iowa City. The research and development capabilities of the university have aided regional businesses, thus benefiting the State and the nation. Total employment in Johnson County increased 7.1 % between 2001 and 2005. Over 4,600 jobs were added during that period, bringing total employment up to 70,751 (see Figure 39). More than half of all employment involved service-providing jobs. In Johnson County, 57% of all employment is found in the service-providing sectors of private business. Retail Trade employs 8,686 and accounts for 18% of all private sector jobs. Education/Health Services sectors employ 7,620 and account for 15.8% of private sector jobs, while Leisure/Hospitality Services employs 7,054 and accounts for another 14.6% of private sector jobs. Transportation/Warehousing/Utilities experienced the greatest expansion in employees. The Transportation/Warehousing/IJtilities sector had the highest increase in Coralville • Iowa City • North Liberty • Tiffin • University Heights 44 Source: Iowa Workforce Development employment in Johnson County, expanding 59% as a result of the 1,587 jobs added to the economy. Education/Health Services also increased significantly (34.5%) growing by nearly 2,000 jobs in only five years. Other substantially expanding industries included Construction (18.2%), Local Government (12.5%), and Information (12.1%). ProfessionalBusiness Services experienced the largest decline (23.3%) with less significant losses in the Federal Government (5.3%) and Natural Resources/Mining (3.4%). However, these losses were offset by impressive gains in other industries. State government employment experienced significant gains during this period. (All employees of the University of Iowa and the University of Iowa Hospitals and Clinics are classified as state government employees.) This segment of the economy grew by 573 jobs (3.6%) to 16,621 in 2005 from 16,048 in 2001. The University of Iowa and the University Hospitals and Clinics system are the top two employers in the region, providing jobs for over 25,000 persons. This was more than the remaining top 23 employers combined. Furthermore, education and medical services provided nearly 31,000 of the 41,003 jobs accounted for in the following chart. FIGURE 37 Coralville • Iowa City s North Liberty • Tiffin • University Heights 45 Source: Iowa City Area Development Group Employment Survey COMMUTER TRENDS More residents commute to places of employment within Johnson County than outside of the county to work. In 2000, a total of 15,679 residents of outlying counties made the daily commute to Johnson County to their place of employment. Another 8,885 residents of Johnson County commuted out to other counties to reach their jobs. This cross-commutation resulted in a net worker inflow of 6,794 workers. Many more residents, however, live and work in Johnson County. In 2000 a total of 54,202 residents lived and worked in Johnson County, representing 69% of the total number of employed persons in the County. FIGURE 38 LOCAL RESIDENT WORKERS ~onnson county IN-COMMUTERS (Top Ten Counties Workers are Commuting From) Linn County, IA Muscatine County, IA Iowa County, IA Cedar County, IA Washington County, IA Polk County, IA Scott County, IA Benton County, IA Henry County, IA OUT-COMMUTERS (Top Ten Counties Residents are Commuting To) Linn County, IA Iowa County, IA Washington County, IA Cedar County, IA Scott County, IA Jones County, IA Rock Island County, IL Benton County, IA i NOTE: Data includes all employed persons. 1,30E 1,294 2,171 1 Coralville • Iowa City s North Liberty • Tiffin • University Heights 46 WAGES Wages are the sum of income received regularly by people 16 years old and over before deductions for personal income taxes, social security, union dues, and Medicare deductions. The term "real wages" refers to wages that have been adjusted for inflation. The average annual wage for all service-providing industries was equal to 77% of the average annual wage for all industries. The largest increases in real wages between 2001 and 2006 were in Trade (13.6%), Financial Activities (11.3%), Transportation/Warehousing (10.4%) and ProfessionalBusiness Services (9.8%). Decreases in real wages were noted in Leisure/Hospitality Services (4.1%), Other Services (4.1%), Information (1.6%), Retail Trade (1.0%) and Construction (0.8%). FIGURE 39 'Preliminary Among government employees, State wages were highest. However, Federal employees experienced a higher increase in real wages (8.9%) between 2001 and 2006. Local Government employees saw virtually no change in their pay over five years. Coralville • Iowa City s North Liberty • Tiffin • University Heights 47 FIGURE 40 Trends in Real Wages in Johnson County from 2001-2006 (average annual salary in 2006 dollars) $80 000 , $70 000 , $60 000 , $50 000 , $40 000 , $30 000 , $20 000 , $10, 000 $0 5 ~.~e JG~c~ c`O~ hoc \a~ ` o ~~ \caJ Q oa eye cy~~ Jac, Quo P`~ oaf oJ~o Go ac oe \Q- 5 C~° e5 ~ e~; ~J~a ~a e e e 5 c tie 5 5 ti ti ti ti \c~ a as as ~a~ ~e ~~o a oe ~5 oe &5 ec ec ec ec sa ,~ca ,~c ,~c o5 ~~`~ a t~~ ~` ~. ~ S` F F F F aye ~a~ eco J ~o~ca eat 5e ~e~ 5e ~e~ ,ecc ~ecc ,eF ~eF o`ey Q-e lac ~c e~ air eyy 0"~ rec Go Go Go Go ~r oc a°o ~e y~c SQ~~ ~ time ooa\ a~ ai` Jc ~ 0J ,ro 5 ~ eae Qo~ \c5 ~~~o a\4r e Q ~~cy a°~~ Sao yy\oc e\yac Q`c ode ~• Q~ The Education/Health Service sectors are projected to expand by the largest number of jobs (10,400) by 2014. Other significant regional gains are projected for Trade/Transportation/LJtilities, ProfessionalBusiness Services, Leisure/Hospitality Services and Financial Activities. With the exception of Leisure/Hospitality Services and Retail Trade (a sub-category of Trade), the employment sectors projected to grow over the next seven years include higher-skill, higher-wage jobs. FIGURE 41 Employment Projections bylndustry Iowa Workfo rce Development Region 10, 2004-2014 80 000 , 70,000 60,000 50,000 40,000 30,000 20,000 10,000 0 ^ 2004 ~ 2014 Natural Resources, Mining Construction Manufacturing Trade, Transp., Utilities Information Financial Activities Education & Health Services Prokssional &Business Services Leisure & Hospitality Services Other Services Government 280 10,900 30,415 48,085 $640 12,870 61,730 17,715 19,150 7,990 11,210 295 12, 520 31, 645 55, 550 9, 910 16,125 72,130 22, 675 23, 405 $ 845 12, 020 Coralville • Iowa City s North Liberty • Tiffin • University Heights 48 The following table includes the annual salaries by industry for Johnson County in 2006. The table shows the percent of the persons employed by industry in the county with the amount of wages paid for entry level and experienced persons employed in the industry. The median wage for the industry is also provided. More than half of all employed persons work in industries with the lowest entry level wages in Johnson County. Approximately 12.8% of workers were employed in industries with entry level wages of less than $15,000 annually. Another 40% work in industries with entry level wages between $15,000 and $20,000 annually. These lower wage workers are essential to the continued success of the county's economy and they impact significantly on the demand for affordable sales and rental housing in the Iowa City metro area. FIGURE 42 Total Persons Employed Median Experienced Categories Entry Wage Wage Wage Number Percent Food Preparation /Serving-related $12,060 $15,020 $18,800 E Farming /Fishing /Forestry $13,300 $17,700 $22,740 Protective Service $14,500 $30,840 $38,320 Personal Care /Service $14,560 $17,600 $23,820 1 Sub-total 9,2; ENTRY WAGES BETWEEN $15,000 AND Sales /Related Building /Grounds Cleaning /Maintenance Arts /Design /Entertainment /Sports / Mec Transportation /Material Moving Healthcare Production Installation /Maintenance /Repair a Construction /Extraction Business /Financial Operations a Computer /Mathematical Management Healthcare Practitioners /Technical Architecture /Engineering equal to 28% to 37% of median household income) $15,080 $19,660 $29,880 7,0! $16,040 $21,640 $25,520 2,1 $16,200 $22,460 $24,000 n $17,540 $31,160 $36,980 6,3: $18,660 $27,100 $33,820 11,1. $18,680 $23,760 $27,280 1,91 $19,460 $33,160 $40,820 6! Sub-total 29,31 $24,780 $33,E $29,320 $43,~ $33,420 $52,1 Sub-total 3, 550 NOTE: Similar data were not available for Life/Physical/Social Science; Education/Training/Library; and, Legal Occupations. 9.3% 0.1 1.1% 2.4% 12.8% 2.9% n.a. 8.8% 15.5% 2.6% 1.0% 40.6% 4.9% 2.6% 3.9% 3.1 2.3% 3.3% 8.1 0.8% 29.1 82.5% Coralville • Iowa City s North Liberty • Tiffin • University Heights 49 INCOME Income is broader than wages and represents the total funds available to a household. The Census defines income as the sum of the amounts reported separately for wage plus interest, dividends, or net rental or royalty income or income from estates and trusts; social security or railroad retirement income; Supplemental Security Income; public assistance or welfare payments; retirement, survivor, or disability pensions; and, all other income. The term "real median income" refers to income that has been adjusted for inflation. Income trends can reveal the financial capacity of a region to support new housing construction, modernization of older housing units, and regular maintenance of existing units. Lower income households will have greater difficulty meeting their basic needs (food and clothing) and generally have less disposable income to save toward a down payment to rent or purchase a home, or to make necessary repairs on an older housing unit. Median household income is often the benchmark against which housing affordability is measured. The median household income is the middle of the income range: one-half of all households have an income higher than the median and the other half have an income lower than the median. The median household income in Johnson County in 2000 was $41,317. This represented an increase in real median household income of 12.6% from $36,708 in 1990. The County's 2000 median household income was equivalent to 105% of the State's median income. (The term "real median household income" refers to income that has been adjusted for inflation.) FIGURE 43 'Adjusted to 2000 dollars "Adjusted to 2007 dollars NOTE: Data includes all households. Sources: U.S. Census Bureau; Claritas, Inc. With the exception of University Heights, real median household income increased in the study area between 1990 and 2000. North Liberty experienced the Coralville • Iowa City s North Liberty • Tiffin • University Heights 50 largest increase of 26.4% while Iowa City, with its large student population, saw only an 8.1% gain. By 2007, however, University Heights was the only community to experience an increase in real median household income. While it appears that median household income increased on paper, real median income actually decreased between 2000 and 2007. Median household income was highest in University Heights at $60,494, which represented a very modest 1.5% increase from 2000. All other communities, including Johnson County, saw the true value of their income decline. North Liberty experienced the highest decline of 6%. ~uRE 44 Change in Real Median Household Income, 1990-2000 (adjusted to 2000 dollars) $70,000 $60,000 $50,000 $40,000 ^ 1990 $30,000 ^ 2000 $20,000 $10,000 $0 e J Change in Real Median Household Income, 2000-2007 (adjusted to 2007 dollars) $70,000 $60,000 $50,000 $40,000 ^ 2000 $30,000 ^ 2007 $20,000 $10,000 $0 Johnson Coralville Iowa City North Tiffin University County Liberty Fleights Coralville • Iowa City s North Liberty • Tiffin • University Heights 51 The following chart lists the number of households with incomes in each of the income categories (determined by the Census Bureau). Separating households with incomes below and above $50,000 provides a reasonable estimate of the number of households in each of the ranges below the County median household income in 2007 ($47,940). In this case, more than 22,000 households in the study area had incomes below the County median household income in 2007. Approximately 29% of all households have incomes of less than $25,000. This is equivalent to 11,344 households (including student households) having household incomes of about 52% of the Johnson County median household income. Excluding households where the householder is younger than 25 years of age (i.e. student households) lowers this figure to 6,792 households, representing 17% of all households in 2007. Another 10,863 households (28%) have incomes between $25,000 and $49,999, which is equivalent to about 104% of the County median household income. FIGURE 46 Less than $35,000 to $49,999 Approximate Number of Households Below Median Income Johnson County Coralville Iowa City North Liberty Tiffin 6,958 838 5,216 192 5,641 i 973 3,620 293 i 5,286 i 1,124 2,861 389 7.574 1,302 4,057 827 25,459 $100,000 to $149,999 5,667 $150,000 to $249,999 2,409 $250,000 or more 960 Approximate Number of Households Above 23,379 Median Income Total Households 48,838 NOTE: Data includes all households. 4,237 15,754 1,701 1,394 4,154 835 840 2,586 524 901 2,550 309 439 1,025 91 83 447 57 3,657 10,762 1,816 7,894 26,516 3,517 University Heights Study Area 46 63 6,~ 67 36 4,£ 84 27 4,4 127 65 6,~ 324 191 22,2 199 61 6,t: 101 52 4,1 63 82 3,£ 1 28 1,` 0 19 t: 364 242 16,£ 688 433 39,C The following bar graph illustrates the distribution of income among households in the study area for 2007. Coralville • Iowa City • North Liberty • Tiffin • University Heights 52 FIGURE 47 Distribution of Hous ehold Inco me - 200 7 University Heights 000 or more ^ $150 Tiffin , ^ $100,000 to $149,999 ^ $75,000 to $99,999 North Liberty Iowa City Coralville ^ $50,000 to $74,999 ^ $45,000 to $49,999 ^ $35,000 to $44,999 ^ $25,000 to $34,999 ^ $15,000 to $24,999 ^ Less than $15,000 Johnson County 0.0 % 5.0% 10.0% 15.0% 20. Percent of Hous 0% 25. eholds 0% 30. 0% 35. 0% NOTE: Data includes all households. Household projections indicate a net increase of 2, 618 new households by 2012. Claritas household projections for 2012 reveal a net decrease of nearly 500 households with incomes below the County median and a net increase of over 3,000 households with incomes above the County median (see Figure 48). In the following chart, the decrease or increase projected in the number of households by income range is shown. Coralville • Iowa City s North Liberty • Tiffin • University Heights 53 FIGURE 48 $15,000 to $24,999 ~ (280) $25,000 to $34,999 (83) $35,000 to $49,999 (14) Approximate Number of Households Below (727) Median Income $50,000 to $74,999 278 $75,000 to $99,999 553 $100,000 to $149,999 1,464 $150,000 to $249,999 852 $250,000 or more 464 Approximate Number of Households Above 3,611 Median Income Total Households 2,884 NOTE: Data includes all hou seholds. Coralville Iowa City North Liberty Tiffin Heights Study Area (9) (317) 12 4 0 (310) (56) (185) 17 2 (4) (226) (50) 28 40 11 5 34 147 (162) 14 17 (8) 8 32 (636) 83 34 (7) (494) 95 160 224 22 7 508 146 216 163 43 (3) 565 261 529 287 42 5 1,124 205 341 39 20 13 618 104 167 20 0 6 297 811 1,413 733 127 28 3,112 843 777 816 161 21 2,618 By 2012, the County median household income is projected to be $53,179. Using $50,000 once again as the benchmark, it is possible to project the number of households that fall above or below this amount. Based on the available data, the number of households with incomes below the 2012 median amount will decrease by approximately 500 within the study area. At the same time, the number of households above the 2012 median income is projected to increase by more than 3,000. More income data and analysis, as they relate to housing affordability, are provided in Part 8, Housing Affordability Analysis. EDUCATIONAL ATTAINMENT An educated workforce supports economic development. Decisions by employers regarding where to locate are based in part on the availability of a qualified workforce. The availability of a qualified workforce will support the location of jobs that require higher skills that are likely to pay higher wages. A higher skilled-higher wage workforce will have more housing options. Coralville • Iowa City • North Liberty • Tiffin • University Heights 54 FIGURE 49 Johnson Iowa County Coralville Iowa City North No High School Diploma 13.9°~ 6.3°~ 3.7°~ 5.2°~ High school graduate (incl. GED) 36.1 °~ 19.8°~ 17.8°~ 15.4°~ Some college credit, no degree 21.4°~ 18.8°~ 19.4°~ 17.7°~ Associate degree 7.4°~ 7.4°~ 7.3°~ 5.8°~ i Bachelor's degree 14.7°~ 26.1 °~ 30.1 °~ 28.1 °~ ' Graduate or Professional Degree 6.5°~ 21.4°~ 21.7°~ 27.8°~ University Tiffin Heights 3.8°~ 1.7 15.4°~ 3.1 °~ 30.8°~ Three in five residents age 25 and over in the study area have a college degree. In University Heights, the rate was 75.8%. Iowa City (61.7%) and Coralville (59.1%) were also high. North Liberty's high rate of non-high school graduates (28.2%) was reflected in a very low rate of college graduates (5.9%). Highest Level of Educational Achievement in 2000 University Heights Tiffin North Liberty low a City Coralville Johnson County low a ^ Graduate or Rofessional Degree ^ Bachelor's degree ^ Associate degree ^ Some college credit, no degree ^ High school graduate (incl. GED) ^ No High School Diploma U. S, college graduates made an average of $51,554 in 2004'. The significance of a college degree can be more clearly understood when expressed in terms of how much a college graduate can earn in the j ob market when compared to a person with only a high school diploma. In 2004, the most recent year available from the Census Bureau, college CNN.com, "Report: College degree worth extra $23,000 ayear," www. cnn.com/2006/EDUCATION/10/26/degree.value.ap/index.html 55 0% 10% 20% 30% 40% 50% 60% graduates earned an average of $51,554 compared to $28,645 earned by adults with a high school diploma and $19,169 earned by high school dropouts. Higher wage-earning capacity will make home ownership or renting achievable for more households and lessen the chances of paying more than 30% of gross income on monthly housing costs. POVERTY Poverty is decreasing in the study area but remains high due to the student population. College students living off-campus that are supported financially by their parents appear in the Census data as being very poor. In 1990, one in five persons in the study area was living in poverty (see Figure 51). By 2000, this rate declined to 18.1%. In Iowa City, the poverty rate remained above 20%. The 2000 poverty rate for married-couple families was less than 2% in the study area. According to the federal poverty guidelines, aone-person household with an income of $8,350 in 2000 was living in poverty. With a large student population primarily working part-time, minimum wage jobs, it can be assumed that many of these students were living in poverty, as defined by the federal government. This fact is confirmed by the high rate of poverty among unrelated individuals in the study area. In Iowa City, for example, poverty among unrelated individuals was 17.2% compared to married-couple families, where the rate was only 1.6%. The situation was similar in University Heights where the rate was 7.2% among unrelated individuals but only 1.9% among married-couple families. 1990 Johnson County 17.1 °k Coralville 11.2°k Iowa City 23.4°k North Liberty 9.0°k Tiffin 11.8°k University Heights 5.6°k NOTE: Data includes all persons for whom poverty is determined. 2000 15.0°k 21.7°k 5.5°k 4.3°k 11.1°k Coralville • Iowa City s North Liberty • Tiffin • University Heights 56 FIGURE 52 Source: U.S. Census Bureai For lower income individuals who are not students, the housing picture can seem daunting. While many students may receive financial assistance from their parents to pay monthly housing expenses, single individuals who are not enrolled in college studies are typically on their own. This situation of a single-wage earner, especially among lower income individuals, severely limits housing choice and affordability. Coralville • Iowa City • North Liberty • Tiffin • University Heights 57 NOTE: Data includes all persons for whom poverty is determined. Part 6 NON-HOUSING FACTORS THAT INFLUENCE THE HOUSING MARKET LAND USE ISSUES Overview The Iowa City metro area is comprised of five diverse municipalities. Iowa City is a large, older, urbanized central city with a densely developed and very traditional central business district. Home to a major university, its population is diverse as well with students and families contributing to a vibrant economy and a lively urban environment. Nestled within Iowa City is the small land-locked municipality of University Heights, a predominantly residential community of about 900 residents. The small city includes only four non-residential structures within its highly desirable residential neighborhoods. Older homes on larger lots grace the tree-canopied streets. Residents include older couples, families and students with the number of multi-family structures slowly increasing. Coralville, a community of only 6,000 residents in 1970, is now home to more than 18,000 residents today. Students began seeking out more affordable housing and lower taxes here since post-World War II when veterans were attending classes at the University of Iowa. The city remains a bedroom community to Iowa City and now is more recognizable as afamily-oriented place than astudent-oriented one. Recent development activity has created a city center amidst major retail establishments that service the larger region. North Liberty is another rural community that is experiencing significant residential growth as a result of the availability of less expensive land. In 1970 there were about 800 residents in North Liberty; today they number 8,000. As the population increased, so did the level of municipal services, giving further incentive for families seeking to live outside of the urban areas of Iowa City. Tiffin, once a sleepy farming community, is slowly becoming more residential with the development of many large, single family residential subdivisions. Scenic agricultural vistas give way to neatly manicured residential lawns and newer cul-de-sacs lead off from narrow two-lane farm roads. The population of Tiffin has grown from 460 in 1990 to 1,400 today as a result of the abundance of more affordable and developable land. What ties these communities together is the regional economy which is exemplified most clearly in the University of Iowa. The presence of such a maj or employment institution that has spurred the creation of scores of new businesses and industries also has impacted the housing market in several significant ways. The university is home to almost 30,000 students and nearly 15,000 faculty and staff. The University Hospital and Clinic System employs another 7,600 individuals. Many businesses have located to the metro area specifically to take advantage of the University's high quality research and development facilities and a skilled labor force. All of these employees, students and business owners Coralville • Iowa City • North Liberty • Tiffin • University Heights 58 and their families need housing. With developable land becoming more scarce in Iowa City, it was only a matter of time before developers sought out the wide open spaces in surrounding communities to build new homes. Comprehensive Planning Of the five metro area municipalities, Iowa City, North Liberty and University Heights have adopted comprehensive plans that express their individual public policies relative to future growth and development. For the purposes of this report, the comprehensive plans were reviewed to identify how they addressed affordable housing policy, including issues such as multi-family housing. Iowa City's 1997 plan clearly details an emphasis on fostering affordable housing opportunities within its jurisdiction. The plan established a growth policy that defined a long range planning boundary, a schedule for annexation and a plan for public infrastructure development. Central to the city's plan is a Housing Element promoting the goal of "a community of neighborhoods that provides safe, attractive and affordable housing for all its residents.... [including) both owner-occupied and rental, single family and multi family housing." Reasonable and innovative strategies listed within the Housing Element include the following proposed actions which, if implemented, would facilitate increased affordable housing opportunities: • Zone land for lower cost housing alternatives such as single room occupancy, cooperatives, manufactured and modular homes. • Institute incentives such as density bonuses, provision of infrastructure, and reduction of infrastructure requirements for the development of affordable housing. • Fund programs that assist lower income households with housing which may include public housing, the rental assistance certificate and voucher programs, and housing provided by private non-profit groups. • Identify and eliminate barriers to affordable and accessible housing. • Simplify procedures for mixing housing types. • Investigate "fair share" concept for affordable housing (percentage in every neighborhood). The city's plan includes ten district plans that identify suitable locations for multi-family development and also recommends several strategies in its Land Use & Urban Pattern Element, one of which focuses on multi-family housing: • Implement zoning which integrates multi-family buildings as transitions between neighborhood commercial zones and lower density single family areas. North Liberty recently adopted its first comprehensive plan in 2005. Included within the plan are the following statements that reflect the city's policies to foster the development of affordable housing opportunities: Coralville • Iowa City • North Liberty • Tiffin • University Heights 59 • Provide a diversity of land use opportunities within the City, to ensure a wide range of employment and consumer options, as well as housing choices. Alternative housing levels and styles, including low and high valued homes, are needed to provide a diversity of homeowners, varying in household size, age and financial means. • Establish and maintain an advantageous property tax situation and pursue a strengthened and sound tax base through a diversification of land uses, including commercial and industrial development, as well as a variety of residential options. • To the extent possible, encourage the development of a variety of dwelling unit types, styles and sizes and balanced housing stock to satisfy the needs, desires, and income levels of all people and household sizes. • High intensity commercial and service centers are to be supported by high density and medium density housing in close proximity. • Ensure that all new housing, including rental housing and housing for persons of low and moderate income, adheres to the highest possible standards of planning, design and construction. • Preserve and promote residential zoning districts that provide for lower value, starter homes as well as higher valued homes in order to increase housing diversity. • Housing styles and development techniques that conserve land and increase efficiency are to be encouraged. • Density shall be given equal consideration to lot size in planning for the community and in the review of development requests. • Concentrate higher density, apartment-type housing in proximity to areas that offer a wide range of existing supportive services, commercial and recreational facilities. • An orderly transition between the Central Commercial Area/Town Center Area development and adjacent residential neighborhoods shall be established by introducing higher density residential or lower density commercial alternatives. University Heights has a recently adopted comprehensive plan. Begun in 2005, the city identified the need to prepare a comprehensive plan in order to revise its zoning ordinance. The concise plan clearly addresses the city's recognition of affordable housing for its residents as demonstrated by the following goal and strategies: • Encourage a wider range of housing options. o Allow mixed use development where appropriate. o Allow accessory apartments where appropriate. Coralville • Iowa City s North Liberty • Tiffin • University Heights 60 Zoning Zoning ordinances are the local laws adopted by municipalities, which enable them to implement comprehensive plan policies. Ideally, the ordinances should clearly reflect the goals and strategies of the plans. All of the five municipalities with the exception of Tiffin have zoning ordinances in place. Coralville's zoning ordinance includes seven residential districts with a variety of minimum lot size requirements, ranging from 6,000 square feet in the R-3 district up to 80,000 square feet in the R-O district. Mobile homes are permitted on lots as small as 4,000 square feet within a planned mobile home park. However, duplexes, townhouses and zero lot line developments are not permitted in single family residential districts. Residential Dwelling Units Permitted Residential Zoning Districts Min. Lot Size Max. Density Permitted Use Provisional Use Conditional Use 80, 000 sf w/o public services 1 du/2 acres R-O Estate ~~ ~~~ _~ Single Family None None R-3 Mixed Housing 6,000 sf 7 du/acre family The greater of 8,000 sf/lot or R-4 Multi-Family Housing 1,800 sf/unit 20 du/acre 3-8 units/structure 10 acres total R-5 Mobile Home Park 4,000 sf/unit 10 du/acre Mobile homes Source: City of Coralville Zoning Ordinance Iowa City's zoning ordinance was updated recently to include innovative smart growth concepts. Smaller minimum lot size requirements were incorporated in some districts, duplexes and zero lot line developments were permitted in all single family zones, and new urbanism concepts in subdivision design were rewarded with density bonuses. The determining factor for density in the Iowa City ordinance is the minimum lot size requirement for the uses proposed. For example, in the RS-5 district, a single family home requires a minimum lot size of 8,000 square feet. However, if the builder agrees to provide vehicular access to garages and off-street parking is restricted to an alley or private rear lane, then the builder can reduce the lot size to as little as 6,000 square feet. Similar density bonuses are available for single family housing development in the RS-8 and RS-12 districts. Coralville • Iowa City • North Liberty • Tiffin • University Heights 61 FIGURE 54 Residential Zoning Districts Min. Lot Size (a) Max. Density (b) Permitted Use Provisional Use RR-1 Rural Det. zero lot line 40,OOOsf 1du/acre Det.singlefamily Group household Det. zero lot line RS-5 Low Density Single Family Att. single family Two-family (duplex) 6,000 to 8,000 sf 3-5 du/acre Det. single family Group household Det. zero lot line Att. single family Two-family (duplex) RS-8 Medium Density Single Family 4,350 to 5,000 sf 8 du/acre Det. single family Group household Det. zero lot line Att. single family Two-family (duplex) RS-12 High Density Single Family 3,000 to 6,000 sf 13 du/acre Det. single family Group household Two-family (duplex) RNS-12 Neighborhood Stabilization 5,000 to 6,000 sf 8 du/acre Det. single family Group household Det. zero lot line Att. single family Duplex Det. single family Group household MU Mixed Use 1,800 to 5,000 sf 24 du/acre Multi-family Assisted group living Group Households Multi-family CO-1 Commercial Office (c) 15 du/acre Assisted Group Living Group Households CN-1 Neighborhood Commercial (c) 24 du/acre Multi-family CI-1 Intensive Commercial (c) (c ) CC-2 Community Commercial (c) 15 du/acre Group Households Group Households CB-2 (c) (c) Multi-family Group Households CB-5 (c) (c) ~ Multi-family Group Households CB-10 (c) (c) Multi-family Det. zero lot line Att. single family Det. single family Duplex RM-12 Low Density Multi-Family 3,000 to 8,175 sf 15 du/acre Multi-family Group household Det. zero lot line Att. single family Duplex Group household Det. single family Assisted group living RNS-20 Neighborhood Stabilization 2,500 to 5,000 sf 24 du/acre Multi-family Fraternal group living Det. zero lot line Att. single family Y Y Duplex 1 ^ ^ Group household Assisted group living Independent group living Det. single family Fraternal group living RM-20 Medium Density Multi-Family 1,800 to 5,000 sf 24 du/acre Multi-family Group households Assisted group living Independent group living Fraternal group living RM-44 High Density Multi-Family 5,000 sf 43 du/acre Multi-family Group households Assisted group living Independent group living Fraternal group living PRM Planned High Density Multi-Family 5,000 sf 49 du/acre Multi-family (a) Dependent on type of housing constructed (b) Dwelling units per acre of net land area (c) No established maximum density; must meet parking and height requirements Coralville • Iowa City s North Liberty • Tiffin • University Heights 62 A second land conservation concept implemented by Iowa City involves minimum lot width. The city allows detached single family units on lots as narrow as 30 feet, and attached single family units on lots as narrow as 20 feet, depending on the zoning district and whether bonus density provisions apply. This allows more lots to be developed along a street frontage, which results in lower land, street paving and infrastructure costs. Iowa City also allows apartments above ground floor commercial uses in many of the commercial zones. In the CB-5 and CB-10 zones, there is no maximum density so residential density is only limited by height restriction, floor area ratio, and the capacity to provide required off-street parking. The most significant challenge to affordable housing in Iowa City is the lack of available land zoned for multi-family housing. Rezoning requests from developers, including nonprofit organizations, have drawn vocal opposition from neighboring property owners who do not wish to see an adj acent vacant lot developed, or oppose the requested higher density that would make a proposed affordable housing development financially feasible to construct. To its credit, the city has taken a proactive approach by identifying appropriate locations for multi-family development in the future land use plan of the comprehensive plan. When these areas are annexed into the city or proposed for development, the city will be in a better position to approve rezoning applications for multi-family districts. The city has also adopted basic design guidelines to address many of the objections that have been raised regarding the compatibility of multi-family buildings with nearby single family neighborhoods. Residential Zoning Districts RS-3 Single Family RS-4 Single Family _ RS-6 Single Family RS-7 Single Family RS-8 Single Family RD-8 Two-Unit Family RD-10 Two-Unit Family RM-8 Multi-Family RM-12 Multi-Family RM-21 Multi-Family R-F8 Residential Factory- Built Housing Park * du: dwelling unit I_I Min. Lot Size Max. De 15,000 sf 3 du/acre 10,000 sf 4 du/acre 7,000 sf 6 du/acre 6,000 sf 7 du/acre 5,000 sf 8 du/acre 10,000 sf 5,000 sf/unit 8 du/acre 9,000 sf 4,500 sf/unit 10 du/acre 21, 780 sf 5,000 sf/unit 8 du/acre 21, 780 sf 3,500 sf/unit 12 du/acre 21, 780 sf 2,000 sf/unit 21 du/acre 10 acres total 5,500 sf/unit .ai Y Jri~iiU „li~~ 7 du/acre ~i~„° Permitted Use Provisional Use Conditional Use Single Family None None Single Family None None Single Family None ~ None Single Family None i None i Single Family None None Two-family None None Two-family None None Multi-family None None Multi-family None None Multi-family None None Mobile home None None North Liberty's new 2007 zoning ordinance resulted from its 2005 comprehensive plan. According to the city's zoning map, approximately one-half of all residentially zoned land is designated for multi-family (including factory-built) housing. Permitted densities Coralville • Iowa City • North Liberty • Tiffin • University Heights 63 range from 10 dwelling units per acre in the RD-10 district up to 21 units per acre in the RM-21 district. This variety of density and minimum lot sizes provides opportunities for affordable housing; however, greater flexibility within each district could be more beneficial. For example, duplexes, townhouses and zero lot line developments are not permitted in single family districts. University Heights has a rather creative and accommodating zoning ordinance as it relates to affordable housing. The 170-acre municipality includes three distinct residential zoning districts. The R-1 and R-3 districts have minimum lot size requirements that could accommodate smaller homes. The PUD district distinguishes between single family and multi-family housing. In both cases, minimum lot size is determined by the overall site plan and the ability of the developer to meet all development standards. This is an innovative and efficient land use concept because it requires a developer to use only the amount of land necessary to develop the structures. Finally, the maximum number of units permitted in amulti-family PUD reflects a much higher density than what is typically observed in a community such as University Heights. However, the permitted higher density can be a very attractive incentive for a developer. Unfortunately, the primary deterrents to the creation of new affordable housing opportunities under these regulations, particularly in the form of multi-family housing, are the lack of developable land and the high cost of land in University Heights. Residential Zoning Districts R-1 Min. Lot Size Max. Density Permitted Use i00 sf 4 du/acre Single Family SF = 5,000 sf SF = 7 du/acre Single Family, MF = 2.600 sf MF = 15 du/acre 2 or more units/structure Up to 6 Single Family /PUD Sufficient to meet all site design units standards Up to 144 Single Family PUD units Source: City of University Heights Zoning Ordinance Developers' Perspective Provisional Use Conditional Use ne None None None Interviews and focus groups were conducted with local developers for this report. It is clear that developers want to participate in this vibrant housing market. As long as housing prices continue to rise in the Iowa City metro area, there will be a demand for less expensive housing. However, local developers did vocalize a few issues of concern. During a focus group with local developers, concerns were raised about the length of time required by planning staff to review and approve site plans and subdivision plans. However, an analysis conducted in 2004 by planning staff revealed that the normal processing time for a complete subdivision application was approximately three weeks, Coralville • Iowa City • North Liberty • Tiffin • University Heights 64 or as long as five weeks if a rezoning was requested concurrently. However, according to staff, delays are typically caused when incomplete applications are submitted to the city and staff is required to request additional information from the developer to determine if the proposed project complies with local ordinances. Developers also voiced concern about the lack of an objective checklist of plan submission requirements. To address this issue, development application forms were revised and incorporated into the recently updated ordinances to include a checklist to assist the project engineer in preparing complete applications prior to submission to the city. In the recent revisions to the Iowa City Zoning Code, density bonuses (reductions in lot size and width) are granted for single family homes in exchange for constructing rear alleys for vehicular access. Developers argue that constructing alleys would significantly increase the cost of developing new housing. Planning staff performed acost-benefit analysis of conventional development standards versus traditional design standards. In the analysis, calculations revealed that the cost of land and infrastructure per lot in an RS- 5 district was $10,291 with alleys and $11,294 without alleys. Additionally, the alley design used in the analysis resulted in a 20-lot development compared to only 161ots in the non-alley design. Similar results of minimal cost differences and greater lot creation were found in the RS-8 district. However, in the higher density RS-12 district, the results were even more significant. Land and infrastructure per lot costs were $5,717 with alleys but $7,529 without alleys. The subdivisions designed with alleys resulted in 361ots compared to only 241ots in the non-alley designs. The cost of land in Iowa City is very expensive at $30,000 to $40,000 per acre without infrastructure. There are very few flat parcels available with sensitive environmental features making even those harder to develop. Pre-sold homes remain good sellers while there is virtually no market for homes built on speculation. The market for elderly housing is well-served, but multi-family housing remains in high demand. Developers also echoed their observation that there is an insufficient amount of land zoned for multi- family housing. According to the developers, the State of Iowa's Enterprise Zone Program offers Housing Enterprise Zones with tax incentives provided to developers who build or rehabilitate at least four single family dwelling units or one multi-family structure consisting of at least three units. Currently, there are no designated State Enterprise Zones in Johnson County. ~ The concept of inclusionary zoning for affordable housing in market rate developments was discussed. Local developers felt that requiring aset-aside of affordable units would be a disincentive for them by making the market rate units less desirable, and even cause surrounding property values to decline. However, a 2007 study conducted by the Iowa Finance Authority disputed this claim.3 z Iowa Department of Economic Development. s Accessed at http://www.ifahome.com/documents/Economic_Impact_Final.pdf Coralville • Iowa City • North Liberty • Tiffin • University Heights 65 PUBLIC SAFETY Public safety is a determinant of demand for housing. The crime rate of a geographic area is defined as the number of crimes per unit of population. Most crime reports use the rate of crimes per 100,000 resident population. For example, 50 crimes reported in an area with a population of 50,000 residents equals a crime rate of 100 per 100,000 residents, while 50 crimes reported in an area of 150,000 residents equals a crime rate of 33.3 per 100,000 residents. As a result, reliable comparisons can be made between geographic areas regardless of population. Two significant delineations between types of crimes are violent crimes and property crimes. Violent crimes are criminal acts against persons and include murder and non- negligent manslaughter, forcible rape, robbery, and aggravated assault. Property crimes are criminal acts against property and include burglary, larceny, motor vehicle theft, and arson. Johnson County falls in the high-range of overall crime rates ranking 17th in violent crimes and 18th in property crimes among Iowa's 99 counties. Rates for rape were slightly higher with Johnson County ranking tenth. Within Johnson County, property crime rates reported by the Coralville and the University of Iowa Police Departments are 72% and 80% higher than the County property crime rate. According to Iowa's 2005 Uniform Crime Report, the majority of property crimes are larceny, accounting for 87% of Coralville property crimes and 86% of the University of Iowa's property crimes. FIGURE 57 In terms of violent crimes, the murder rate for Johnson County was the same as the Statewide rate; however, the rate within the study area was 0. Iowa City had the highest rates of rape, robbery, and aggravated assault than elsewhere in the study area. A higher density population more than likely contributed to rates that were higher than in surrounding suburban areas. Property crimes were highest in Coralville. Coralville • Iowa City s North Liberty • Tiffin • University Heights 66 *Property Crime Offenses include burglary, larceny, motor vehicle theft, and arson. Note: Tiffin and University Heights data were not available. PUBLIC TRANSIT The movement of people and goods throughout Iowa City and the surrounding region is key to the economic vitality of the area. Public transit within the Iowa City Urbanized Area is rather sophisticated. Commuting is made easy with extensive public and university transit systems, over 40 miles of shared-use separated trails and excellent sidewalk and street infrastructure. Consequently, residents in Iowa City, Coralville and University Heights spend less time commuting than the rest of Iowa and the nation. FIGURE 58 Three in four workers drove in a private vehicle to their job. Across the study area, 76% of employed persons rode in a private vehicle to work, either alone or with others in 2000. Employees residing in Iowa City and University Heights, and in close proximity to the University, had higher rates of walking or biking to work than those living in communities farther away. Transit riders ranged from 0% in North Liberty to 8% in Iowa City. i iuur« .~a North University Johnson Coralville Iowa City Liberty Tiffin Heights Study Area County Private vehicle 88°k 71 °k 97°k 96°k 65°k 76°k 79°k Public transit 6°k 8°k 0°k 1 °k 5°k 7°k 5°k Walking or biking 2°k 18°k 2°k 1 °k 29°k 14°k 11 °k Working from home 2°k 3°k 1 °k 2°k 2°k 2°k 3°k Other means 1 °k 1 °k 0°k 0°k 0°k 1 °k 1 °k Total 100% 100% 100% 100% 100% 100% 100% Source: U.S. Coralville • Iowa City s North Liberty • Tiffin • University Heights 67 Source: Johnson County Council of Governments, 2007-2035 Long- Range Multi-Modal Transportation Plan for the Iowa City Urbanized Area (draft) The Johnson County Council of Governments (JCCOG) is the metropolitan planning organization for the Iowa City Urbanized Area. As such, JCCOG recently completed the development of the Draft Long-range Multi-Modal Transportation Plan for 2007-2035 for the cities of Coralville, Iowa City, North Liberty, Tiffin and University Heights; for Johnson County; and, for the University of Iowa. Among the many goals established by the JCCOG's 2007 plan are to: • Accommodate all people in the community • Enhance the livability of the community • Ensure that the transportation system does not inordinately impact low income and minority populations, and • Accommodate the growth of the community Four public transit systems cover the study area. These include: • Iowa City Transit • Johnson County Seats (in Johnson County outside of the cities) • Coralville Transit (also covers North Liberty) • University of Iowa CAMBUS In 2006, Iowa City Transit provided 5.8 million rides in a metro area of 82,000. This comprised one-third of all public transit rides in the State. Within Iowa City, only 20% of the population is transit-dependent while the remaining 80% use public transit by choice. Johnson County Seats operates outside of the cities in the non-urban areas of Johnson County. Hours of operations coincide with Iowa City Transit and the busses are operational three days a week. Demand is high and there is interest in expanding to five days and longer hours. Coralville Transit operates two routes on weekdays between 6 a.m. and 6:30 p.m. with an additional route during the morning and evening peak hours. An express route also operates during midday. Coralville transit offers a commuter route to North Liberty on weekdays from 7 a.m. to 8 a.m. and from 5 p.m. to 6 p.m. All Coralville transit routes interchange at Coral Ridge Mall, the Downtown Iowa City Transit Interchange and at University of Iowa Hospitals and Clinics. University of Iowa CAMBUS is a no-fare service designed to facilitate circulation throughout the University campus. Although designed primarily to serve University students, faculty and staff, CAMBUS is open to the general public. During the academic year, CAMBUS operates 23 buses during daytime peak hours. The 2007-2035 long-range plan is required by the U.S. Department of Transportation for all urbanized areas receiving federal funding under SAFETEA-LU (Safe Accountable Flexible Efficient Transportation Equity Act - A Legacy for Users). Through the development of the draft plan, the following deficiencies were identified: Coralville • Iowa City • North Liberty • Tiffin • University Heights 68 • Lack of public transit during late night and early morning hours, Saturdays, Sundays and holidays. These gaps in service limit job opportunities in businesses that operate 24/7 or during off-peak hours. Some of the businesses may include food service, hotel/motel housekeeping, retail and manufacturing. Public transit may be very inconvenient for some due to time-consuming rides on public transit vehicles. These ride times affect people trying to get their children to daycare and then to work on time, trying to pick up their children from daycare if they get sick during the day, and adjusting to work shift and location changes. Waiting for and riding the bus may require as much time as a part-time job. For those who do not have a vehicle, this inconvenience can be an obstacle to steady employment and, consequently, stable and potentially more affordable housing. • Public transit may not provide service to certain employment and/or shopping centers in the urban area or surrounding communities. The lack of service to employment centers can be an obstacle to getting a job. As a result, the following goals are proposed in the 2007-2035 plan: • Extend late night, Saturday, Sunday and holiday service to commercial areas • Extend existing routes to more commercial areas for job access • Extend existing routes or create new routes for developments that provide housing for persons with disabilities and/or low income households. Transportation improvements such as these could significantly improve employment opportunities for lower income persons who rely on public transit to access jobs, thus increasing their potential success for better housing, including home ownership. Current research indicates a strong connection between housing and transportation costs and is indicative of where people live in relation to where they work. A recent study conducted by The Center for Housing Policy found that there is a clear trade-off between affordable housing and transportation expenses among working families.4 The research revealed that families who spend more than 50% of their income on housing spend only 7.5% on transportation, while families who spend 30% or less of their income on housing spend almost 25% on transportation. This equates to more than three times the amount spent than those in less affordable housing. The rationale behind this seemingly reverse equation is that many working families are moving further out into the suburbs where they may be able to afford housing, but then must spend much more of their income commuting to and from their jobs. Others may live in urban neighborhoods but are forced to cross-commute out to jobs in the suburbs. In both cases, the study found that in their attempt to save money on housing, these families spent disproportionately higher amounts on transportation. The study concluded that at about 12 to 15 miles in commuting distance, the increase in transportation costs outweighs the savings on housing. 4 Accessed at http://www.nhc.or~/index/heawload Coralville • Iowa City • North Liberty • Tiffin • University Heights 69 QUALITY OF SCHOOLS Public school quality is also a deciding factor in home purchases. This is especially the case for households with school-age children. Areas with high quality schools are often the most sought-after areas in which to live. Schools of high quality continually attract new households to their jurisdiction, leading to high demand for homes in the area and increasing property values. Although quantifying the quality of education provided at schools is complex, the Iowa Department of Education complies with the federal No Child Left Behind (NCLB) Act reporting requirements. In this way, the State can track and record the progress of individual schools and school districts against Statewide targets and scores in graduation, reading and mathematics. These school district report cards are available from the Iowa Department of Education and report on the status of each school. FIGURE 60 Local high school graduation rates are higher than the State's rate of 90.8%. Clear Creek/Amana students achieved a graduation rate of 96.6% in 2006 while Iowa City was close behind at 92.8%. Local fourth grade achievement scores are comparable to Statewide scores. Local eighth grade scores are comparable in reading but Iowa City schools have achieved higher math scores. Local eleventh grade achievement scores in both math and reading exceed the State scores. Having a low income student population can affect school district quality in a variety of ways. Low income families may have to deal with social issues that affect school performance, including improper nutrition, inadequate shelter, and a higher instance of single-parent or two-parent dual income households where children may be left unsupervised, among other things. The most common indicator of low income students is the percentage of students enrolled in the Free and Reduced Lunch Program. In 2006- 07, 32.2% of Iowa's students were enrolled. Within the study area, the rates were much lower: 20.4% in Clear Creek/Amana and 24.2% in Iowa City. The amount of instructional funds expended per student provides insight into the degree of investment each school district is making. In 2006-07, an average of $5,128 per student was spent across the State. In the study area, amounts were comparable in both school districts at $5,145 in Iowa City and $5,164 in Clear Creek/Amana. Coralville • Iowa City • North Liberty • Tiffin • University Heights 70 Source: Iowa Department of Education; District Report School Profiles; 2006-2007 Iowa Public School PK-12 Students Eligible for Free and Reduced-Price Lunch by District How does affordable housing impact the quality of education for school-age children? Research conducted by The Center for Housing Policy revealed the following: • Children that live in good housing conditions are less likely to develop asthma and, as a result, to miss school. • Children that live in stable housing where they move less frequently are more likely to do better on reading and math tests and less likely to drop out of school than children who move frequently. • Children in families that receive housing assistance in the form of housing vouchers live in better neighborhoods and are less likely to move frequently, experience crowding and to miss school compared to children in families that do not receive vouchers. • Children of homeowners scored up to 9% higher on math and up to 7% higher on reading tests than their peers in families that rented homes. • Children of homeowners and their families achieve better physical and mental health outcomes compared to renters, including fewer long term illnesses, as well as lower blood pressure and depression levels.5 Addressing the need for affordable housing, particularly for lower income families with children, is much more than simply a housing issue. Its proven impact on the educational performance and health of school-age children and their families makes it a community issue with far-reaching, long term consequences. REAL ESTATE TAXES Real estate taxes are levied on land and buildings and provide primary revenue streams for counties, municipalities, and school districts throughout Iowa. County assessment offices establish the market value of each property and then apply apre-determined ratio to establish a property's assessed value. From this assessment, each taxing jurisdiction levies a uniform tax millage rate against the assessed value of each property. To illustrate the financial impact that property taxes have on housing affordability in Johnson County, the annual real estate tax payment for a hypothetical house selling for $200,000 was calculated for each school district within the study area. Annual tax payments ranged from $2,798 in North Liberty to $3,620 in Iowa City (see Figure 61). s Accessed at http://www.nhc.or~/housing/intersections Coralville • Iowa City s North Liberty • Tiffin • University Heights 71 FIGURE 61 Coralville City-ClearCreek/Amana Schools $549 $1,193 $1,413 $116 $3,271 Coralville City-Clear Iowa City Schools $549 $1,193 $1,224 $116 $3,082 North Liberty -Clear Creek/Amana Schools $549 $909 $1,413 $116 $2,987 North Liberty -Clear Creek/lowa City Schools $549 $909 $1,224 $116 $2,798 Tiffin- Clear Creek-Amapa Schools $549 $976 $1,413 $130 $3,068 University Heights- Iowa City Schools $549 $933 $1,224 $116 $2,822 1. Other taxes include AG Extension, county assessor, area, and cemetery 2. This analysis also assumes a Homestead Credit and a 45.996 % residential property roll back a ~ ., _...~ ,...~ ; c .~ ~ ,-.. _ ~ ,., ~. Coralville • Iowa City • North Liberty • Tiffin • University Heights 72 REVISED 3/6/08 Part 7 THE AFFORDABLE HOUSING MARKET AFFORDABLE HOUSING DEVELOPERS In addition to collecting hard data <household projections, housing inventories, etc_ £or this report, local housing developers were interviewed- These organizations (both nonpro£t and for-profit) were identi£ed as playing critical roles in the planning, financing and development measures associated with creating new affordable housing units for low and moderate income households in the Iowa City metro area. A total of seven affordable housing developers in the area were identified- Interviews were conducted with some, and all organizations were surveyed with an extensive list of questions- The information provided below summarizes the responses from these activities. ~ luwu City Housing Auth ur/tV owns and manages 81 units of public housing dispersed throughout Iowa City and administers 1,213 Housing Choice Vouchers- As of Fe bruary 2007, almost 1,200 households were on the waiting list for public housing with two-bedroom units in greatest demand. Another 1 ,600 households were on the waiting list for Housing Choice Vouchers with high demand for 7 - and 2-bedroom units. The Authority implements several successful programs aimed at assisting residents to become home owners- Since 1998, a total of 103 families have become home owners through participation in ICHA's four home ownership programs- The Authority is also actively engaged in creating new affordable housing opportunities for lower income households- Longfellow Place consists of 1 O new single family units, the last four of which will be constructed and occupied in 2007-08. These units provide affordable housing to families at or below 80% of the area median income. ~ Io wu Va//ey Huh/tat for HumU/1/Yy currently creates 5-7 housing units each year, and has constructed a total of 46 units over the past 26 years. Funds from the Community Development Block Grant ~CDBG~ and HOME Programs are used to purchase lots of 8,000 to 10,000 square feet in the $25,000 to $58,000 range with an average cost of $40,000 per lot- However, lots are becoming more difFcult to purchase due to rising land costs- Atypical 1,100 square-Foot single Family unit typically costs $70,000-$75,000 to construct. Amenities include 3-4 bedrooms and 1 -7 Yz bathrooms. Habitat has attempted to purchase older, existing units to rehabilitate and sell- However, the cost to acquire such a unit typically exceeds $ 7 00,000_ Add the cost. of rehabilitation to this and new construction has proven to be more cosi- effective. Households with income as low as $25,000 and up io $50,000 can qualify io purchase Habitat homes. With a O% mortgage on the house, and a soft second mortgage on the land which is not payable until the house is sold, a qualified Family can become home owners for as little as $180/month for fifteen years. Dora Nill¢ • Iowa City • North Liberty • Tiftin • Univ¢rs ity Hoig hts 73 REVISED 3/6/08 (Reference 3/6/08 Info Packet, IP5) it)tr,'~* f ;~„ n Part 7 THE AFFORDABLE HOUSING MARKET SING DEVELOPERS In addition to colle ing hard data (household projections, housi g inventories, etc.) for this report,. local hou ' g developers were interviewed. These rganizations (both nonprofit and for-profs were identified as playing critical ro sin the planning, financing and developme t measures associated with creati new affordable housing units for low and moderate ' come households in the Iowa sty metro area. A total of seven affordable ho sing developers in the ar were identified. Interviews were conducted with some, an 11 organizations were urveyed with an extensive list of questions. The information prove ed below summari es the responses from these activities. Iowa City Housing Authority wns and anages 81 units of public housing dispersed throughout Iowa City nd ad misters 1,213 Housing Choice Vouchers. More than 1,100 households are th waiting list for public housing with three- bedroom units in greatest demand. nother 1,600 households are on the waiting list. for Housing Choice Vouchers. e Authority serves Johnson and Washington Counties and parts of Iowa Coun The Authority is making progr sin ass ting residents toward home ownership. Since 1988, a total of 26 hous' g units w e constructed or rehabilitated and sold to renters through their Ten t-to-Owner ogram. The Authority is also actively engaged in creating new a ordable housing pportunities for lower income households. Longfellow ace consists of 10 ew single family units, the last four of which will be constna ted and occupied in 2 07-08. These units provide affordable housing to milies at or below 80% f the area median income. Iowa Valley . and has consl Community l purchase lots an average cc purchase d typically st Yabita for Humanity currently crew s 5-7 housing units each year, ructe a total of 46 units over the past 6 years. Funds from the )ev opment Block Grant (CDBG) and OME Programs are used to 0 8,000 to 10,000 square feet in the $2 000 to $58,000 range with t of $40,000 per lot. However, lots are b coming more difficult to to rising land costs. Atypical 1,100 squar foot single family unit s $70,000-$75,000 to construct. Amenities i clude 3-4 bedrooms and 1-1'/ bathrooms. Habit has attempted to purchase older, existing units to reh bilitate and sell. How ver, the cost to acquire such a unit typically exceeds $1 ,000. Add the cos of rehabilitation to this and new construction has proven t be more cost- ef ctive. ' ouseholds with income as low as $25,000 and up to $50,000 can alify to purchase Habitat homes. With a 0% mortgage on the house, and a soft second mortgage on the land (which is not payable until the house is sold), a qualified family can become home owners for as little as $180/month for fifteen years. According to the local chapter, one of their greatest challenges is qualifying households. For many applicant households, their credit history is poor and their household debt is high. Locally, households with incomes between 100% and 120% of median income may not be able to afford home ownership due to credit and debt issues more than income and cost of housing factors. Habitat has found more success among immigrant households who have good credit and low debt. Among local native-born households, only 1 in 4 applicants typically qualify for a Habitat home; among foreign-born immigrant households, 2 in 3 may qualify. • Burns and Burns is afor-profit corporation which specializes exclusively in the design and development of affordable housing. The company serves as architect, developer, contractor, apartment manager, provider of services and tax credit general partner. Over the past 28 years, the company has constructed over 1,200 rental units and currently manages about 1,500 units. Burns and Burns is currently developing 60 units of new rental housing (Jefferson Point) in North Liberty for elderly residents. • Successful Living is a nonprofit organization providing transitional housing and supportive services for persons who are homeless or threatened with homelessness in Johnson County. Currently, Successful Living manages 37 SRO (single room occupancy) units in three houses across Iowa City. Among these, Dodge Street provides housing and supportive services to persons with chronic mental illness. The organization's waiting lists consists of 65 individuals in need of permanent supportive housing. • The Housing Fellowship is a community-based nonprofit corporation begun in response to the severe shortage of affordable housing in the area. THE includes representatives from area religious congregations. The mission of the organization is to increase access to and availability of affordable housing in Johnson County. THE develops, owns and manages affordable rental housing at scattered sites across Iowa City and Coralville. THE also offers affordable first-time home ownership opportunities to lower income households in Iowa City through its community land trust. Currently, the agency manages 132 rental units and has constructed a total of 18 sales units. Proposed projects include a Home and Neighborhood development of 10-14 units of scattered site rental housing. Because funding has not been finalized, no occupancy date has been established. MECCA Services is acommunity-based, not-for-profit organization offering substance abuse and behavioral health services in Cedar, Iowa, Johnson, Polk, Warren, and Washington Counties. In Iowa City, the organization developed a mixed use project consisting of a commercial use on the first floor and 12 units of transitional housing. • Shelter House provides shelter and supportive services for men, women, and children who are homeless in Johnson County. It is the only general use homeless shelter in the county. Currently, Shelter House manages its 29-bed homeless Coralville • Iowa City • North Liberty • Tiffin • University Heights 74 shelter facility. The agency has purchased land for the construction of a 70-bed facility for similar use. On a daily basis, the shelter denies anywhere from 3-15 individuals due to lack of space. Often, persons moving out of the shelter end up moving in with friends or relatives and doubling up with nowhere else to live. In addition to these seven nonprofit and for-profit organizations, the City of Iowa City is also considered an affordable housing provider. Of the five municipalities comprising the Iowa City metro area, the City of Iowa City is the only HUD entitlement community. As such, the city receives annual Community Development Block Grant (CDBG) funds, some of which is used to finance affordable housing activities for low and moderate income households and neighborhood revitalization activities for predominantly low income neighborhoods. The city also receives an annual HOME grant from HUD, all of which must finance affordable housing activities for low income households. The city uses general obligation bonds to supplement its HOME grant by amortizing loans to below market rates or making deferred loans to program participants. The general obligation bond funds are also used to supplement the TARP Program. To its credit, Iowa City has participated in several noteworthy housing and neighborhood improvement initiatives that have expanded home ownership and the supply of affordable rental housing over the past several years, including: • Longfellow Manor - 20 affordable housing units (14 owner and 6 renter units) funded with CDBG and HOME funds • The Peninsula - 17 units of affordable rental housing funded with CDBG and HOME funds • Melrose Ridge - 18 rental units of permanent supportive housing funded with low income housing tax credits and HOME funds • Builders of Hope - 5 units of transitional rental housing • Whispering Gardens - 12 units of affordable rental housing funded with low income housing tax credits and HOME funds • Wood Family Resource Center -Family resource center at Grant Wood Elementary School with ESL classes, youth programming, after-school care, neighborhood use in the evenings, etc. and financed with CDBG funds. EVALUATION OF PIPELINE PROJECTS In an effort to identify new affordable housing units that are expected to be made available to lower income households for occupancy over the coming years, housing providers were asked to identify projects they have in the pipeline. The "pipeline" refers to proposed affordable housing projects that are in various stages of pre-development or construction. It is important to note that the pipeline projects list is a fluid one, constantly changing as housing units are completed and occupied, and as new projects are planned, financed and initiated. Coralville • Iowa City • North Liberty • Tiffin • University Heights 75 The following chart summarizes the pipeline projects identified in the Iowa City metro area in the first quarter of 2007. Source: Housing Developers Given the current production levels of affordable housing, the Iowa City metro area does not have the capacity to produce sufficient units to meet local demand. A total of 71 new units of affordable housing were identified. All of these units are being developed by nonprofit organizations which operate on shoe-string budgets with limited staff. Depending exclusively upon nonprofits will not address the region's affordable housing need. These units will be used to calculate the affordable housing need for the study area in Part 10, Existing and Projected Demand for Affordable Housing. The projected affordable housing need creates a simultaneous need for local affordable housing developers in Iowa City. To address the projected increase in household growth, more housing units will have to be constructed and/or rehabilitated. Coralville • Iowa City • North Liberty • Tiffin • University Heights 76 Part 8 HOUSING AFFORDABILITY ANALYSIS INTRODUCTION Affordable housing means paying no more than 30% of gross household income for housing expenses including mortgage or rent, utilities, insurance and taxes, regardless of income level. When a household pays more than 30%, the household is considered cost burdened. This section of the report analyzes the cost of housing for owners and renters in the Iowa City metro area and the degree to which owners and renters are cost burdened. For this study, lower income households are defined as those with an annual income at or below 80% of the area median household income. Affordable housing for renters is defined as paying no more than 30% of gross household income for housing expenses including rent and utilities, regardless of income level. Affordable housing for home owners is defined as paying no more than 50% of gross household income for housing expenses including mortgage, utilities, insurance and taxes, regardless of income level. The primary goal of this study is to determine whether there is an adequate supply of affordable sales and rental housing to meet the needs of households at or below 80% of median household income in the Iowa City metro area. When households pay higher proportions of their incomes for housing, they are forced to sacrifice other basic necessities such as food, clothing and health care. Additionally, households that are cost burdened may have trouble maintaining their dwelling, which generally results in deferred maintenance and repair. Eventually, cost burdened households may be living in deficient dwelling units. Cost burden is of particular concern among lower income households who have fewer housing choices. Cost Burdened Home Owners in U.S. in 2006 All Home Owners ~ $75,000 or more E 0 ~ $50,000 to $74,999 v 0 w $35,000 to $49,999 N 7 O _ $20,00 to $34,999 Less than $20,000 0°~ 20°~ 40°~ 60°~ 80°~ 100°~ 120°~ Percent of U.S. Home Owners with Mortgages Paying more than 30%of Income on Housing Source: USA Today (September 12, 2007) 15 3 /° 35 /° 5 79% 9 Coralville • Iowa City s North Liberty • Tiffin • University Heights 77 Nationally, one in three home owners were cost burdened in 2006. While housing costs have risen over the past two decades, the situation has significantly worsened since 2000. Nationally, 27% of all home owners with mortgages in 2000 were paying 30% or more of their before-tax income on housing. By 2006, this rate increased to 37% of all home owners. Understandably, home owners with the lowest incomes have been impacted the most. For example, 97% of all home owners with mortgages earning $20,000 or less spent at least 30% of their income on housing. As income rose, cost burden steadily decreased. Seventy-nine percent of home owners with mortgages earning between $20,000 and $34,999 spent at least 30% of income on housing while the rate fell to 56% for those earning between $35,000 and $49,999.6 Nationally, the percentage of home owners paying more than 50% of their total household income on housing is also increasing. In 2000, only 10% of all home owners with mortgages were paying more than 50%; by 2006, the rate increased to 14%. The number of cost burdened households (both owners and renters) residing in the municipalities of the Iowa City metro area can be identified using HUD-formulated data based on Census 2000. Although this information is slightly dated, it is the only available source of reliable data that describes the degree to which households are cost burdened by income group. HOUSING VALUES, SALES PRICES AND RENTAL RATES Housing value outpaced income between 1990 and 2000. The median housing value in 2000 in Johnson County was $131,500, an increase of 30% since 1990, after adjusting for inflation. Real median household income increased only 12.6% during the same period. Across the study area, homes in Tiffin increased the most in value, rising more than 50% from ten years earlier. Newer homes in the suburban areas of Coralville, Tiffin and North Liberty experienced higher increases than in the older communities of Iowa City and University Heights. The median sales price of housing exceeded $200,000 for the first time. Recent housing price data is available from the Iowa City Area Association of Realtors' Multi- List Service (MLS) (see Figure 64). MLS data reflects a dynamic sales housing market in the study area in which the median sales price has increased steadily. The housing market expanded rapidly between 2001 and 2002 with the number of sales transaction increasing 8%. Between 2002 and 2003, the number of transactions increased another 16%. But in 2004, sales began leveling off sharply with an increase of only 1.1% from the previous year. Activity increased slightly in 2005 by 3.4%. By 2006, the number of sales transactions fell 3.4%. 6 Noelle Knox and Barbara Hansen, "Paying for a Roof Over Your Head-But Not Much Else," Money Section, USA Today, September 12, 2007. Coralville • Iowa City • North Liberty • Tiffin • University Heights 78 FIGURE 64 Sales Median Sales Transactions Price 2001 Johnson County 1,657 $128,5( Coralville 422 $129,9G Iowa City/University Heights 922 $134,OC North Liberty/Tiffin/Oxford 208 $114,9C 2002 Johnson County 1,780 $136,7( Coralville 486 $136,4G Iowa City/University Heights 933 $140,OC North Liberty/Tiffin/Oxford 226 $131,8E 2003 Johnson County 2,098 $145,0( Coralville 475 $145,OC Iowa City/University Heiohts 1.023 $147.5C Coralville 429 $159,900 Iowa City/University Heights 1,067 $157,608 North Liberty/Tiffin/Oxford 464 $156,247 2005 i Johnson County 2,198 $162,000 Coralville 416 $166,250 Iowa City/University Heights 1,103 $162,900 North Liberty/Tiffin/Oxford 506 $159,900 2006 Johnson County 2,132 $162,700 Coralville 413 $180,000 Iowa City/University Heights 1,035 $165,000 North Liberty/Tiffin/Oxford 500 $152,900 2007 (Q1) Coralville 54 Iowa City/University Heiohts 131 Source: Iowa City Area Association of Realtors Multi-List Service Coralville • Iowa City s North Liberty • Tiffin • University Heights 79 Source: U.S. Census Bureau FIGURE 65 FIGURE 66 Trends in Median Sales Prices, 2001-2007 $250,000 $200,000 $150,000 $100,000 $50,000 $0 ~ Johnson County ~ Coralville ~ Iowa City/University Heights f North Liberty/Tiffin/Oxford 00^ 00~ 003 00~ 005 000 ^p\ ~O Number of Sales Transactions, 2001-2006 2,500 2,000 1,500 1,000 500 0 t Johnson County -~- Coralville f low a City/University Heights f North Liberty/Tiffin/Oxford 2001 2002 2003 2004 2005 2006 Income outpaced rental rates during the 1990s. The median gross rent in Johnson County in 2000 was $564, an increase of only 4.4% since 1990, after adjusting for inflation. At the same time, real median household income increased 12.6% during the same period. In contrast to sales housing, growth in income outpaced rental rates during the 1990s. Coralville • Iowa City • North Liberty • Tiffin • University Heights $0 FIGURE 68 Average rents decreased in most areas between 2005 and 2007. With the exception of North Liberty, average rents across the study area declined over the last two years, after adjusting for inflation. In the area defined as the Pentacrest Mile, which is roughly coterminous with an area within aone-mile radius of the Pentacrest, rents fell by 3.84%. Outside of the Pentacrest Mile in the remainder of Iowa City, rents declined slightly less (2.67%). The average rent in Coralville fell almost 4% while North Liberty saw rents rise more than 6%. Average rental rates also declined by bedroom size with 4-bedroom units and larger decreasing by more than 10% in two years. FIGURE 69 Coralville • Iowa City s North Liberty • Tiffin • University Heights 81 Source: U.S. Census Bureau Sources: 2007 Iowa City Area Apartment Rent Survey (Cook Appraisal, LLC); Calculations to adjust for inflation by Mullin & Lonergan Associates, Inc. COST BURDENED HOME OWNERS More than half of all extremely low income home owners were cost burdened in 2000. Of the 712 home owners with incomes up to 30% of median and residing in the study area, 400 (56%) were paying more than 50% of gross income on monthly housing costs (see Figure 71). The rates were highest in Coralville and University Heights where three in four home owners in this income range were cost burdened. The degree of cost burden among home owners significantly decreased as income increased in Coralville, Iowa City and University Heights. As income rose, the degree of cost burden declined in these three communities. For very low income home owners with incomes between 30% and 50% of median, the degree of cost burden ranged from 23% in Iowa City to 50% in University Heights. In North Liberty and Tiffin, the rate of cost burden was higher among this income group than extremely low income owners. Among low income households with incomes between 50% and 80% of median, the rate of cost burden was as low as 5% in Coralville, Iowa City and North Liberty but as high as 14% in Tiffin and University Heights. FIGURE 70 Cost Burdened Home Owners by Income Group in Iowa City Metro Area, 2000 University Heights 75 0 Tiffin 3% North Liberty ^ Above 80% MHI ^ 50% to 80% MHI ^ 30% to 50% MHI low a City g% ^ 0% to 30% MHI Coralville 75 0 Study Area 56 /o 0% 10% 20% 30% 40% 50% 60% 70% 80% Percent of Owner Households paying more than 50%of Income on Housing Coralville • Iowa City s North Liberty • Tiffin • University Heights 82 FIGURE 71 NOTE: Data includes all home owners. It is highly likely that the rates of cost burden in the Iowa City metro area have risen since 2000 similar to increasing rates nationally. The rising cost of housing, which continues to outpace real income, is a major contributing factor. PURCHASING A HOME Who are the households unable to purchase a home in the Iowa City metro area? Many of them are members of the regional workforce such as teachers, police officers, nurses, and residents who work in retail jobs. They are employed at the corner deli, the local auto body shop and own the small business down the block. They are the folks we rely on everyday to keep our community thriving. They fill vital community occupations. In 2006, the median sales price of housing ranged from a low of $152,900 in the North Liberty/Tiffin/Oxford area up to $180,000 in Coralville (see Figure 65). Based on these prices, a household would require a minimum income of $50,650 in order to afford a home selling for the median sales price in the study area. This income amount is equivalent to 106% of the median household income for all of Johnson County in 2007 ($47,940). The following chart lists the median annual wages paid in 2006 for several j ob classifications in Johnson County. The listed jobs comprised 12.5% of the total county workforce in 2006. None of the vital community occupations listed can afford to purchase a home in the Iowa City metro area as single-wage earning households. The salaries paid in these occupations are substantially less than the income required to purchase the median sales priced homes. Coralville • Iowa City s North Liberty • Tiffin • University Heights 83 * The Study Area includes the total of Coralville, Iowa City, North Liberty, Tiffin and University Heights. FIGURE 72 Annual Income Needed to Afford Median Sales Price Housing, 2006 $70,000 $60,000 $50,000 $40,000 $30,000 $20,000 $10,000 $0 ~e~ ~~~ `~c c~`c~ a°~o eQe~ area Q~1 ~e~ ~.~ ~~~~ ~~5 \soe ~a a5 e ~a or e ea ~ ~a ~ Go ~r1 oa G ~Q e .~ '~ ~ a eL~ ~ et G ~ a ~` o0 0~ o~ ~` .\p 50 ~ \t` e'`a\~ P~~o ~ 5°ro ~ o~\oe o~r~ ~or~ ~\J~ eaea ~' ~a~ ~~ a~ a ~e ~e~eo eeaea ~eeae a.~ os` ~~°o~e o e ~e ~~°o~ ~ ~~o ~e ~e ae G~ \C Median Wages Paid in Johnson County, 2006 Sources: Iowa City Area Association of Realtors Multi-List Service; Iowa 2006 Wage Survey, Iowa. Workforce Development; Calculations by Mullin & Lonergan Associates, Inc. To calculate the price range in which these households could look for sales housing, one must first calculate the amount of house each household could afford to purchase. The following chart lists the maximum sales price that each of these households could afford based on the following assumptions: $57,550 $5 0,65 0 ' $40,880 $31,547 32,700 $27,200 16 500 $18,160 12,720 • A 30-year fixed rate mortgage at 6.5% • A downpayment of 5% of the purchase price • Home owners insurance of $360 per year ($30 per month) • Property taxes calculated by the Johnson County Tax Assessor's Property Tax Estimator for the purchase price of a residential structure located in the Iowa City Taxing District (without a homestead or military credit)', and • The total amount of principal, interest, taxes and insurance (PITI) equal to no more than 30% of gross monthly household income. Accessed at http://www.johnson-county.com/taxCalc/c~rv taxCalc.cfm. Coralville • Iowa City • North Liberty • Tiffin • University Heights 84 REV=SED 3/6/08 Iowa Giiy Metro Area Afto rda ble Housi nfa Market Analysis FIGURE 73 iGSarRfnullr~'L7/ ~calwP.'~>~R+RrTIf>«,~i^~~-suvo Income as a of County Median Amount Maximum Annual Housabold Available for Mortgage Maximum Occupation Salary/Income Income PITT Amount Sales Prices Waiter $12.720 27% $3'18 $32,300 $34,000 Cashier $16.500 34% $413 $44.650 $47.000 Retail Salesperson $18.160 38 % $454 $50,350 $53.000 Janitor $22,880 48% $5~2 $64,125 $67,500 Auto Mechanic $25,540 53 % $639 $73.1 50 $7.000 BooKKeeper $27,200 57% $680 $78,375 $82.500 Elementary School Teacher $31,54 66% $789 $92,530 $97,400 Nurse (LPN) $32,700 68% $818 $95,000 $100.000 Offl ce Manager i $40.880', 85% $1.022 $121,600 $128,000 - - - - ,owe 2006 Wage Survey. Iowa 'JVOrlUOroe rJO Velop coil. ,tpP _-vn G~, iy I-e~x \, -.r~~u~ ~6lculab~~i.s I>y Mllllln f~ Lonergan Assoc~ai~s. da~c Two of the nine occupations listed (waiter and cashier) would be limited to houses selling for less than $50.000 with no realistic chance of purchasing a decent dwelling unit as a single-wage earthing household. Another three occupations <retail salesperson, janitor and auto mechanic) would be limited to houses selling for less than $80,000_ The four higher-wage occupations (bookkeeper, elementary school teacher, nurse and office managers would have more options in the Iowa City metro area, being able to purchase homes in the $80,000 to $128,000 range. While the argument is made here using single-wage earning households, total household income would be used to compute the purchase price that a household could afford. Of the nine occupations listed in Figure 73, all but o£Fce manager were paid salaries less than 80% of the County median income. In other words, even the nurse and school teacher (i.e. full-time employed persons with professional degrees) were deFned as lower income households with incomes less than 80% of the area median household income. Where could these lower income households find affordable homes to purchase a home? in 2000, they would have been limited to a total of 3 1 5 Mousing units throughout the study area see Figure 74). This represented less than 1% of the total Mousing stock. There were no units vacant, for sale only and affordable to extremely low income households; only 7 58 units were available and affordable to very low income households. Only 8 units were available in Tiffin and University Heights. Cora lville • Iowa Giiy • North Liberty • Tiffin • Unive rs rty rle~g nis SrJ REVISED 3/6/08 (Reference 3/6/08 Info Packet, 4~IP5) ~. ~._..Y~; ~ ~' Income as a '. of County Median Amount Maximum Annual ' Household I Available for' Mortgage I Maximum Occupation ! Salaryllncome ` Income PITT Amount Sales Price Waiter a ~ _~». $12,720 27°~ $318 19,380 $20,400 Cashier $16,500 34°,6 $413 $27,075 $28,500 Retail Salesperson $18,160 38°~ $454 $30,400' $32,000 Janitor $22,880- 48°~ $572 $40,375 $42,500 Auto Mechanic ......,: _ $25,540 53°~ $639 _ $46,075 $48,500 Bookkeeper $27,200' 57°k $ $49,875 $52,500 Elementary School Teacher $31,547 66% .... $7 $58,900 $62,000: Nurse (LPN) $32,700. 68%+ 18 $61,750 $65,000 Office Manager $40,880 SS% 1,022 $78,660' $82,800'' One of the nine occupations listed ( >t than $25,000 with no realistic chance wage earning household. Another four and auto mechanic) would be limited to 1 be limited to houses selling for less ing any decent dwelling unit as a single- ions (cashier, retail salesperson, janitor selling for less than $50,000. The four higher-wage occupations (book ee r, elementary school teacher, nurse and office manager) could conceivably pur ase m dian sales price housing in the Iowa City metro area. While the argument is m e here us' g single-wage earning households, total household income would be us d to compute he purchase price that a household could afford. Of the nine occupations listed i figure 73, all. but o e manager were paid salaries less than 80% of the County medi income. In other word even the nurse and school teacher (i.e. full-time emplo d persons with profession egrees) were defined as lower income households within omes less than 80% of the area edian household income. Where. could these lower ncome households find affordable 1~ In 2000, they were limi ed to a total of 315 housing units throe Figure 74). This repr ented less than 1% of the total housing vacant, for sale only nd affordable to extremely low income 1• were available an affordable to very low income households. available in Tiffi and University Heights. Ames to purchase a home? out the study area (see ~t ck. There were no units pus olds; only 158 units Only units were FIGURE 74 0-1 bedroom 2 bedrooms 3+ bedrooms Total Households 30% to 50% Median Household Income (Very Low Income) Coralville 0 _ 40 10 i Iowa City 0 _ 20 65 North Liberty ~ 0 15 ~ 0 ~ Tiffin 0 _ 4 0 University Heights 4 0 0 Study Area 4 79 75 Households 50% to 80% Median Household Income (Low Income) Coralville 0 0 20 Iowa City ~ 0 60 ~ 55 ~ North Liberty ~ 0 _ 4 10 Tiffin 0 4 ~ ~ 0 i University Heights 0 0 4 Study Area 0 68 89 Total 4 147 164 Source: U.S. Dept. of Housing & Urban Development, State of the Cities Data System 1 1 11 31 More recent housing sales data provided by the Multi-List Service (MLS) of the Iowa City Area Association of Realtors were analyzed to determine how many single family housing units were sold in various price ranges in 2006. Only 389 housing units sold for less than $100,000 in the Iowa City area in 2006. Only 10 units sold for less than $40,000; another 28 units sold in the $40,000 to $59,999 price range. As sales price increased, so did the options. A total of 106 units sold for between $60,000 and $79,999; another 245 units sold for $80,000 to $99,999. These 389 units were equivalent to 14.8% of all units sold in 2006. (Housing units include both single family detached units and condominium units.) FIGURE 75 Coralville • Iowa City s North Liberty • Tiffin • University Heights 86 Source: Iowa City Area Association of Realtors Higher-end homes are replacing more affordable units. Between 2005 and 2006, the number of single family housing units that sold for less than $100,000 in the Iowa City area decreased from 186 units to 155 units. Meanwhile, the number of single family housing units that sold for $200,000 or more increased from 751 units to 764 units. FIGURE 76 Other factors that impact the purchase of a home include the household's other long-term debt and living expenses. Lenders typically underwrite home mortgage applications on the basis of a household income ratio of 30% in addition to a total debt-to-household income ratio of 36%. Many households are encumbered with debt and monthly living expenses that cause them to exceed permitted total debt to income ratios even if their annual household income is within an acceptable housing payment to household income ratio of 30%. Additionally, a typical expense for many working families is child care, which can be a considerable amount of household monthly income. Households without health insurance may pay as much per month for health insurance as they pay for their housing. The impact of many of the typical living expenses is greatest on lower income households as these costs consume a greater proportion of their monthly income than higher income households. COST BURDENED RENTERS Within the study area, the number of renter households includes many college-age students who lease apartments. Typically, the newer apartments constructed since 2000 lease on aper-bedroom cost. Athree-bedroom apartment built specifically as student housing could rent for $500 per bedroom for a total of $1,500 for the apartment. While this maybe affordable to most students (who may or may not receive financial assistance from their parents), for a family with two children in need of athree-bedroom apartment paying $1,500 a month is considered affordable only if the family's monthly household income is at least $4,500. In order to refine the number of family households that are renting and paying more than 30% of their income on housing, two assumptions were made. Coralville • Iowa City • North Liberty • Tiffin • University Heights 87 Source: Iowa City Area Association of Realtors The source of data used to enumerate the degree of cost burdened households by income category and household type is the State of the Cities Data System provided by the U.S. Department of Housing and Urban Development.g The data are based on Census 2000 and identify the number of renter households who reported housing problems in their dwelling unit. Housing problems included cost burden of greater than 30% of gross income, overcrowding, and/or without complete kitchen or plumbing facilities. Household types were categorized as follows: • Elderly households -consisting of 1 or 2 persons, either person being 62 years old or older • Small Related households -consisting of 2 to 4 related members living in the same household • Large Related households -consisting of 5 or more related members living in the same households • All Other households -consisting of all other combinations of households including 1-person households, and households with more than 1 person, none of whom are related to each other. The first assumption was that all Elderly, Small Related and Large Related households were family households, with the members of each individual household related to the other members within the same household. The second assumption was that all student renter households were included in the "All Other" household category. However, it cannot be assumed that only student households are included within the All Other household category. As a result, the data used in this housing affordability analysis is presented in terms of Family Renter Households (consisting of Elderly, Small Related and Large Related renter households) and All Other Renter Households (consisting of student and all other non-family renter households). The purpose of trying to distinguish between student renter households and family renter households was twofold. First, the primary purpose of this report is to identify the affordable housing needs of family and other non-student households. Second, most college students subsist on very low incomes simply because they are college students and have not yet entered the full-time workforce. For example, if a student's gross monthly income is $800 and his monthly rent is $500, he is paying 63% of his income on housing and would be categorized as cost burdened. However, in most cases, students typically earn just enough money to cover their expenses because their time is dedicated primarily to their college studies rather than to working and supporting a family. While there are married students who support their families while attending college, and non- student households that are included in the All Other renter household category, there is no other available source of reliable data that distinguishes between family and non- family renter households and describes the degree of cost burden by income category for each household type. Increasing income did not provide significant relief from cost burden for Family Renter Households as it did for All Other Renter Households in Iowa City. Understandably, extremely low income renter households experienced the highest rate of s Accessed at http://socds.huduser.or~/index.html. Coralville • Iowa City s North Liberty • Tiffin • University Heights $$ cost burden. In 2000, 698 extremely low income Family Renter Households were cost burdened compared to 507 very low income Family Renter Households, a decrease of 27% between income groups. In contrast, there were 3,534 extremely low income All Other Renter Households compared to 1,604 very low income All Other Renter Households, a decrease of 55% between income groups. While the overall number of cost burdened Family Renter Households is lower than the number of All Other Renter Households (which includes student households), their ability to overcome cost burden is impeded. Cost Burdened Renters Iowa City, 2000 4,000 3,500 3,000 2,500 2,000 ^ Family Households ^ All Other Households 1,500 1,000 500 0 0°k to 30°k MHI 30°k to 50°k MHI 50°k to 80°k MHI Above 80°k MHI (Extremely Low (Very Low Income) (Low Income) Income) Median Household Income Source: U.S. Dept. of Housing & Urban Development, State of the Cities Data System Outside of Iowa City in the study area, cost burden is lower among all households. However, the rate of cost burden among very low income Family Renter Households was higher than among extremely low income Family Renter Households (see Figure 78). And, cost burden was nearly equal among all low income renter households. Coralville • Iowa City s North Liberty • Tiffin • University Heights 89 FIGURE 78 Cost Burdened Renters by Income Q-oup in Iowa City Metro Area, 2000 University Heights 89% Tiffin 80% ^ Above 80% MHI North Liberty 6 % ^ 50% to 80% MHI low a City ^ 30% to 50% MHI 84° ^ 0% to 30% MHI Coralville 82% Study Area 83% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Percent of Households paying more than 30% of Income on Housing Source: U.S. Dept. of Housing & Urban Development, State of the Cities Data Systen RENTING A DWELLING UNIT One of the most credible and widely used sources of information about rental housing cost and affordability is the National Low Income Housing Coalition's (NLIHC) annual publication Out of Reach. The Out of Reach publication provides housing cost data for counties, metropolitan areas, non-metropolitan areas and states.9 The Housing Wage in Johnson County is $13.62. In Johnson County, the Fair Market Rent (FMR) for atwo-bedroom apartment is $708. In order to afford this level of rent and utilities, without paying more than 30% of income on housing, a household must earn $2,360 monthly or $28,320 annually. Assuming a 40-hour work week, 52 weeks per year, this level of income translates into a Housing Wage of $13.62 per hour. In order to afford the FMR for atwo-bedroom apartment, a minimum wage earner (making $6.20/hour in 2007) must work 88 hours per week, 52 weeks per year. Or, a household must include 2.2 minimum wage earner(s) working 40 hours per week year-round in order to make the two-bedroom FMR affordable. Using the same annual salaries/incomes calculated to determine home ownership feasibility (see Figure 73), the financial ability to afford a rental unit was also calculated for these occupations. Based on this analysis, waiters, cashiers and retail salespersons could not afford even aone-bedroom unit renting for the HUD FMR of $541 per month as single-wage earning households. Janitors, auto mechanics and bookkeepers could afford the one-bedroom FMR but not the two-bedroom FMR. 9 Accessed at http://www.nlihc.or~/oor/oor2006/?CFID=17649154&CFTOKEN=99855577. Coralville • Iowa City • North Liberty • Tiffin • University Heights 90 Elementary school teachers, LPNs and office managers could afford aone-bedroom unit or atwo-bedroom unit, even as single-wage earning households. Hourly Wage Needed to Rent aone- or Two-Bedroom FMR Johnson County, 2007 $25.00 $20.00 $15.00 $10.00 $5.00 $0.00 c e c c ~' e a~ ~ yr~ e~~ ~ a Q- eSQ G ^~ ~~ ~ ~a\ ~~ ~-e ~ P a° ae ~e ~ ~ ~ G ~c $19.65 $15.17 $15.72 $ 12.28 $10.79 $11.00 $6.12 O~ ~ ~G 0~ ~~ 0~ 'c ~, 0~ ac rao eeQ ac ~ `Q aa~ ~ eG ~S ~~ ~e 0 o ti o~ act a ~ ,~o ~ ~ O ~ \~0 PJ ~o ~G 0~ ~ P a~ a ti c ~~ G ~c Median Hourly Wages Paid in Johnson County, 2006 Sources: National Low Income Housing Coalition; Iowa 2006 Wage Survey, Iowa Workforce Development; Calculations by Mullin & Lonergan Associates, Inc. No reliable source of data provides a count of the number of vacant, for rent units that are affordable to lower income households in 2007. However, data based on Census 2000 is available. There were only 559 rental housing units identified in 2000 as vacant, for rent and affordable to households at 80% or less of median. This represented only 1.5% of the total housing inventory in the study area (see Figure 80). Of these 559 units, only 179 were affordable to extremely low income households. Another 332 units were affordable to very low income households and only 48 were affordable to low income households. At the municipal level, availability ranged from a total of 4 units in University Heights, to 143 units in Coralville, up to 325 units in Iowa City. The likelihood that this affordable housing inventory has increased, or remained stable, since 2000 is very remote given the steep rise in housing prices since then. Coralville • Iowa City • North Liberty • Tiffin • University Heights 91 FIGURE 80 0-1 bedroom 2 bedrooms 3+ bedrooms Total Households 0% to 30% Median Household Income (Extremely Low Income) The Iowa City metro area needs people who need affordable housing. Communities need police officers to keep their towns and villages safe. They need teachers to educate their children. They need people to work the counters at the local grocery store, coffee shop and dry cleaners. They need janitors to clean local businesses and schools. The human infrastructure of our communities is vital to the economic sustainability of communities, yet many of these workers cannot afford to live where they work. In order to find affordable housing, they are forced to move further away from employment centers, enduring longer commutes and contributing to increased traffic congestion and pollution. Coralville • Iowa City • North Liberty • Tiffin • University Heights 92 Source: U.S. Dept. of Housing & Urban Development, State of the Cities Data System Part 9 BARRIERS TO AFFORDABLE HOUSING Barriers to affordable housing are obstacles that impede the development of affordable housing units. Some barriers to affordable housing, such as local public policies, can be modified or eliminated. Regulatory policies, such as zoning regulations that limit or prohibit multi-family housing or the development of single family units on smaller lots, can be changed by local government officials. Physical constraints, such as the condition of soils or severe topography, are barriers that cannot be reasonably modified. There also are barriers that are driven by local market conditions such as rising construction costs or a demand for housing that outpaces the available supply. This type of barrier typically requires public incentives to ameliorate its impact on affordable housing. In the communities that comprise the Iowa City metro area, the following barriers to affordable housing were identified. Many of these barriers were identified through interviews and focus group meetings, while others were revealed through primary research. PUBLIC POLICY BARRIERS • Zoning o There is an absence of developable land zoned for multi-family housing and available for purchase in Iowa City. Undeveloped land that is already zoned for multi-family housing is largely controlled by developers that bring the land to market on a gradual basis. Consequently, if a nonprofit developer wishes to build multi-family units, he must apply for a rezoning and endure the public hearing process, where NIMBYism (Not in My Back Yard) can defeat the project. • Other o State and federal funding resources have continuously declined over the past several years with fewer resources made available to finance affordable housing projects. MARKET BARRIERS • The high cost of land and construction places new housing development beyond the reach of most affordable housing developers. • In high growth areas such as the Iowa City area, market rate developments offer higher profit margins to builders and developers, thereby reducing the supply of labor and number of firms interested in affordable housing. • Market rate transactions offer fewer challenges (to builders and developers) and higher commissions (to Realtors) than do affordable housing developments. Coralville • Iowa City • North Liberty • Tiffin • University Heights 93 • There is a relative scarcity of single family detached homes available for sale for less than $200,000. • "Street' rents for student housing are higher than HUD Fair Market Rents, which is a disincentive for private landlords to participate in the Section 8 Housing Choice Voucher Program. • The student rental market is very lucrative. Leases for newer student apartments include aper-bedroom monthly rent which greatly exceeds what a working family with children could afford to pay. • There is a relative lack of available vacant housing units that are affordable and available for purchase and/or rehabilitation for lower income households. This situation places more pressure on affordable housing developers to construct new units, a more costly alternative. • There is a relative lack of vacant non-residential structures available for purchase and conversion into rental housing. • Restrictive covenants on single family detached homes constructed in planned subdivisions that require minimum square footage of dwelling units, minimum number of garage bays and other design standards prohibit homes from being rented and eliminate the possibility of affordable housing units being built within many of these new communities. • Nearly half of the privately assisted housing inventory is at risk for conversion to market rate housing. • The vibrant housing market in Iowa City has caused property values to increase and housing units to be highly marketable. As a result, there are relatively few areas that are suitable for redevelopment initiatives, which could help to create new affordable housing opportunities. PHYSICAL BARRIERS • The high cost of lead-based paint abatement greatly increases the cost of rehabilitation of older housing units. • Sensitive environmental features such as steep slopes and wetlands are driving up the cost of housing construction on vacant parcels. OTHER BARRIERS • There is a need for increased capacity within nonprofit organizations that develop affordable housing. Nonprofit organizations typically operate on shoe-string budgets. Without ready access to pre-development assistance, nonprofit developers are very limited in their ability to explore the feasibility of a prof ect. The number of experienced staff dedicated exclusively to housing development indicates how much time and effort a developer can devote to creating new Coralville • Iowa City • North Liberty • Tiffin • University Heights 94 housing. A staff of several full-time employees working exclusively on locating sites and developing financing packages, as well as overseeing construction, enables a developer to focus on its mission to build housing. • The ability to successfully make the transition from renting to home ownership can be daunting. Learning how to budget, allowing for home maintenance, keeping a credit history in good shape-all of these elements are key components of home ownership counseling which must be available to first time homebuyers to help them achieve long-term stability and avoid default or foreclosure. Identification of these barriers establishes the foundation upon which a reasonable set of strategic actions can be recommended to increase the supply of affordable housing in the Iowa City metro area. Coralville • Iowa City • North Liberty • Tiffin • University Heights 95 Part 10 EXISTING AND PROJECTED DEMAND FOR AFFORDABLE HOUSING The demand for affordable housing is comprised of both existing demand and projected demand. Existing demand for affordable housing is based on the number of households in the study area who are living in inadequate housing. Projected demand is based on the increase in the number of lower income households expected to reside in the study area regardless of housing condition. The combination of existing demand plus projected demand provides an estimate of the overall need of affordable housing units in the study area for 2012. The time frame selected for projecting affordable housing need for this study is 2007 to 2012. Population and household projection data were purchased for this five-year period from Claritas, Inc. In determining the extent of affordable housing need, it is important to identify the type of need in order to develop an appropriate strategy to address the need. For example, cost burdened renter households would benefit from rental subsidies while renter households living in substandard physical conditions would benefit from new construction activities. Cost burdened owner households, particularly those residing in older dwelling units, may benefit from rehabilitation that includes weatherization improvements to lower monthly utility bills, thereby decreasing total monthly housing costs. EXISTING AFFORDABLE HOUSING DEMAND To estimate existing housing demand, households with housing problems were identified utilizing HUD's State of the Cities Data System. Housing problems included the following two characteristics: (1) renter households who were cost burdened and paying more than 30% of income on monthly housing costs and owner households who were cost burdened and paying more than 50% on housing costs, and (2) households who were living in dwelling units with physical deficiencies (overcrowded conditions and/or without complete plumbing or kitchen facilities). The HUD data used for this report is based on Census 2000 and includes cost burden households and households living in physically-deficient units. While this data source may seem dated, it is the only available data from a reliable source that identifies the degree to which households are impacted by these two primary housing problems. Furthermore, using 2000 data establishes a firm baseline from which to project future household growth. This report focuses on households with incomes equal to 80% or less of median household income, collectively referred to as lower income households. In 2000, the median household income (MHI) ranged from $34,977 in Iowa City to $48,929 in University Heights. Affordable housing demand was calculated according to the following income groups within each municipality: • Extremely low income households (0% up to 30% MHI) • Very low income households (30% up to 50% MHI) Coralville • Iowa City • North Liberty • Tiffin • University Heights 96 • Low income households (50% up to 80% MHI). (While median household income is used throughout this document, the tables on the following pages that describe households with housing problems are based on the HUD median family income. The HUD median family income was $59,500 in 2000 for Johnson County and all its municipalities. While this income amount is different than the median household income, the HUD data is the only data source describing specifically cost burden households and households residing in physically-deficient units.) In estimating housing demand, renter households who pay more than 30% of gross monthly income on housing costs are considered cost burdened. Owner households are included if they are paying more than 50% of their income on housing because home ownership represents an investment for which families are often willing to pay a higher percentage of their income for a variety of reasons. For example, families may decide to purchase a home and pay a higher percentage of their income toward housing costs with the expectation that their income will increase in the future, tax benefits will be realized, and owner equity will increase in an area of rising housing prices. Existing housing demand was calculated for each of the five municipalities within the study area. The following tables summarize the housing problems experienced by renter and owner households by income group in each municipality. The number of households in each income group that experienced cost burden is highlighted because this housing problem was, by far, the most prevalent problem. For renter households, cost burden is paying more than 30% of income on housing costs; for owner households, cost burden is paying more than 50% of income on housing costs. Finally, concessions must be made with the data relative to the large number of college students living in off-campus housing, particularly in Iowa City. College students living off-campus that are supported financially by their parents appear to the Census as being very poor. As a result, their presence tends to inflate the number of households with cost burden. For the purpose of this study, renter households were divided into two categories: Family Households (consisting of Elderly, Small Related and Large Related family households) and All Other Households (consisting of non-family households and one-person households) to arrive at a better estimate of housing needs for non-college students. Coralville • Iowa City • North Liberty • Tiffin • University Heights 97 REVISED 3/6/08 Iowa City Motro Area AFfo rAa blc4 Housing MarKet Analyses CORALV ILLE In Coralville, 101 lower income households were living in physically-deFcient units_ Cost burden was identified as a housing problem for 1 , 1 1 8 renter households with only 375 of these identified as Family Households. Among owner households, 1.41 were cost burdened. In summary, the existing housing demand in Coralville is 617 units <101 physically- deficient units plus 375 cost burdened family renter households plus 141 cost burdened owner households. FIGURE 81 Witb Any Housing Problems 25 20 '176 Pbysical tleficiencies to unit "IS 20 3H Cost burdanatl l O O '138 NOTE: Data includes all households. Within "Renters°, student householtls are included in "All Other Households." _ r U b.~~i Uavc°I t'q~o7x. nV f91.e1<~ ~.~ ~i-_ Cora lville • Iowa City • North Libarty • Tiffin • University Heights 98 REVISED 3/6/08 (Reference 3/6/08 Info Packet IP5) Ir~~rr; Csty ~VEsaru dkrea t~:, ;,=',~`e ~'~~ausi~~c1 P~~~'ket An~l~~is CORALVII,LE More than one in four households in Cora/vil/e is experiencing housing problems. Of the 6,409 total households, 1,795 are experiencing housing problems, representing 28% of all households. Of these, 1,574 (88%) are lower income households. And, of these 1,5741ower income households, 1,118 renters and 141 owners are cost burdened. Cost burden is impacting renters more than home owners by 8 to 7. Among lower income househ Ids, 1,215 renters have housing problems with 92% of them cost burdened. By c mparison, only 359 home owners have housing problems with 39% of them cost burden A Renters Family AI Other Total Households Ho Beholds Owners Households Ali Households 1,280 2,012 3,117 6,409 Extremely Low Income Households (0% up to % of MHlJ 212 434 104 750 With Any Housing Problems 157 379 96 632 _. Cost burdened (paying more than 30%) 1 379 96 624 Cost burdened (paying more than 50%) 1 299 78 496 Very Low Income Households (3f % up to 50% of MHIJ 39 469 165 973 .. .._._. With Any Housing Problems _.. . 219 304 86 609 Cost burdened (paying more than 30°,6) 199 30D 86 585. Cost burdened (paying more than 50%) 34 45 39 118 LowlncomeHouseholds (51%up to 80% ofMHq __ .. . . ~ 375 659 467 1,501 . _ . . _n_ With Any Housing Problems 82 74 177 333 Cost burdened (paying more than 30%) 27 54 173 264 Cost burdened (paying more than 50°~) 8 0 24 32' Total Lower Income Households 926' 1,562 736 3,224` With Any Housing Problems 468 767 369 1,674 Cost burdened (paying more than 30°~) 376 743 355 1,473 Cost burdened (paying more than 50%) 1 344 141 646' Otherlncome Households (above 80% of MHI) ..., 35 450 2.,381 3,185' With Any Housing Problems 25 20 176 221 Cost burdened 10 0 138 148; NOTE: Data includes all households. Within "Renters", udent households are included "All Other Households." !<e: , . ; Cora#t~il[e r €~. .r C ~_.: ~ ~ REV=SED 3/6/08 Iowa City Metro Area Atfordabla Housing MarK¢t Analysts IOWA CITV In Iowa City, 289 lower income households were living in physically-deFcient units- Cost burden was identifed as a housing problem for 6,950 renter households with only 1,358 of these identified as Family Households. Among owner households, 559 were cost burdened. In summary, the existing housing demand in Iowa City is 2,206 units (289 physically- deficient units plus 1,358 cost burdened family renter households plus 559 cost burdened owner households). FIGURE 82 Source: U.S_ yep[. of Housing 8 Urban development, State of the Ci[ies Data System Cora lville • Iowa City • North liberty • Tiffin • University Heights 99 NOTE: Data includes all households. Within "Renters", student households are included in "All Other Households." REVISED 3/6/08 (Reference 3/6/08 Info Packet, IP5) Et~yv~ Ci#.rt'Gtetrc~ `,re•:~ Adtord~k~l+~ H~~s~ialc~ t,'laarits t € 1+ap~_~~d;~ IOWA CITY More than one in three households in Iowa City is experiencing housing problems. Of the 25,144 total households, 9,366 are experiencing housing problems, representing 37% of all households. Of these, 8,684 (93%) are lower income households. And, of these 8,684 households, 1,358 family renters and 559 owners are cost burdened. Among lower income All ~ther Households (which includes student households), a total of 5,592 households are cos burdened. Excluding non-fam renter households, cost burden i impacting renters at a much higher rate tha owners. A total of 1,358 lower i come Family Household renters are cost burdene compared to 559 owners. Renters F mily All Other Total Ho Beholds Households Owners Households All Households 3,881 9,651 '11,712 25,144 Extremely Low Income Households (°°.6 up to 3056 of 1) 1,012 4,048 508 5,568. WHh Any Housing Problems _ _ 712 3,587 411 4,710: Cost burdened (paying more than 309'0) 698 3,534 411 4,643 Cost burdened (paying more than 50°'°) 575 3,024 297 3,896" Very Lowlncome Households (31°.E up to 5056 ofMHQ 822 2,174 750 3,746y WAh Any Housing Problems 532 1,650 406 2,588'. Cost burdened (paying more than 309'0) 60T 1,6111 402 2,513'. Cost burdened (paying more than 50%) 110 400 174 684 Low Income Households (61°~ up to 8tY~6 ofMHq _ 968 1,775 1,874 4,617. ~, . Wilh Any Housing Problems _ 258 465 663 1,386' Cost burdened (paying more than 303'0) 153 464 632 1,239.. Cost burdened (paying more than 50°'0) 34 50 86 172: Total Lower Income Households 2,8 7,997 3,132 .13,931' With Any Housing Problems 1,602 5,702 1,480 8,684. Cost burdened (paying more than 309`0) 1,358 6,592 1,445 8,395 Cost burdened (paying more than 50%) 7191 3,474 568 4,752' OUier-ncome Households (above 80°6 of HQ 1,079' 1,554 8,580 11,213 Wdh Any Housing Problems 109 50' 523 682' _ Cost burdened 79 25 489 593. NOTE: Data includes all households. Within "Renters", student households are included All Other Households. .~.~urce_ ~~ u'. a ti. ~~ , , ~_ ~,~ Cc7s°alv~ll^ fi I~v~a City a ~lir~rtls I_il~€~rty + . Urliver= ~ ., `ri;~~ REV=SED 3/6/OS Iowa Cify Metro Area Affo rda Gle Housing MarKet Analysis NORTH LIBERTY In North LibeL-ty, 1 O lower income households were living in physically-deFcient units. Cost burden was identified as a housing problem for 1 85 renter households with only 95 of these identified as Family Households. Among owner households, 65 were cost burdened. In summary, the existing housing demand in North Liberty is 170 units (10 physically- deficient units plus 95 cost burdened family renter households plus 65 cost burdened owner households). FIGURE 83 Source. U.S. L7ept. of Housing 8 Urban C>eveloprne nt. Siate of lie Cities Data System Gora lville • Iowa Cify • North Liberty • Tiffin • University HeiyhLs 1 00 NOTE: Uata includes all households. Within "Renters°, student householtls are included in 'All Other Households-" REVISED 3/6/08 -(Reference 3/6/08 Info Packet, IP5) it~~ra Cs~ ~4etrn Aroma Atfwsrsl~k~le Ho~t~ir~P_" _ ____ sus NORTH LIBERTY More than one in five households in North Liberty is experiencing housing problems. Of the 2,255 total households, 525 are experiencing housing problems, representing° 3% of all households. Of these, 450 (86°/D are lower income households. And, of these 50 households, 185 renters and 65 owner are cost burdened. Renters have rester degree of cost burden than wners. Nearly three times as many renters (18 are cost burdened compared to ow rs (65). <~ Renters Family All Other Total Households Households Owners Households Ali Households 325 336 1,596 2,256 Extremely Low Income Households (056 up to 3 of MHI) 85 35 60 180 Wkh Any Housing Problems 45 35 30 110 Cost burdened (paying more than 30~°) 46 35 30 110' Cost burdened (paying more than 50%) 30 35 10 75' Very Low Income Households (31°.6 up to 50'.6 of MHq 40 65 115 220' With Any Housing Problems -- 25 55 80 160 Cost burdened (paying more than 30%) 26 6b 70 1501 Cost burdened (paying more than 50%) . __ 0 10 35 45 _ .,~ Low Income Households (51% up to 80% of MHI 75 1 10 400 585 Wilh Any Housing Problems 25 0 155 180 Cost burdened (paying more than 30%) . ~-- 25 0 155 180 w M ~ Cost burdened (paying more than 50%) 0' 0 20 20 Total Lower Income Households 200' 210 575 985 With Any Housing Problems 95 90 265 450 Cost burdened (paying more than 3D ) ,,. 96 90 255 440 Cost burdened (paying more tha 50%) 0 45 66 140. OdierNcomeHouseho/ds(a6ove8 .6 ofMHl) 12 125 1,020 1,270 With Any Housing Problems 0 0 75 75 Cost burdened O I 0 65 65! NOTE. Data Includes all housely~lds Within Renters student households are Incl~led in "All Other Households." ,.~ur» J ... ~~ .,, ricas ~ v u Ur..~~ i,~sw4,,c., .~~.;,, ~~:.1: ~'~ . ,. uiiies C~a£a c:, C~c~ralvillc s i~w~a City c r .~ , ,_::~~rt~y ~ ~ L1t~i~srslty ~€cir;hf~> ~j REVISED 3/6 /OS Iowa Cit~_MeVO Area Affo rrJable HousinrJ. MarKet Analysis T1FF~N In Tiffin, there were no lower income households living in physically-deficient units. Cost burden was identified as a housing problem for 56 renter households with only 24 of these identified as Family Households. Among owner households, 34 were cost burdened- In summary, the existing housing demand in Tiffin is 58 units (24 cost burdened family renter households plus 34 cost burdened owner households. FIGURE 84 Source: U.S Dept. of Housing 8. Urban ~eveloprne nt. State of the Cities Data System Cora Wille • Iowa City • North Liba rty • Tiffin • Unwars lty Heights 1 ~ 7 NOTE: Data includes all households. Within "Renters". student households are included in "All Other Households." REVISED 3/6/08 (Reference 3/6/08 Info Packet, IP5) ,:.~,:,;, ~ Ir~~ dlFatrz~ Arent I'CtFrsrdakrie Housi a " ~ ~~ ~ `~, .; ~; TIFFIN One in three households in Tiffin is experiencing housing problems. Of the 482 total households, 151 are experiencing housing problems, representing 31% of all households. Of these, 129 (85%) are lower income households. And, all of these 129 households, 56 renters and 34 owners are cost burdened. Home owners are twice as likely to be cast burdened than renters. Of the 129 lower income cost burdened households, 56 are renters and 34 are owners. All Households Extremely Low Income Households (0° p [0 30°x6 of MHI) ,WAh Any Housing Problems Cost burdened (paying more than 30%) Cost burdened (paying more than 50%) __ Very Low Income Households (31 °iL up to 5056 of HI) With Any Housing Problems Cost burdened (paying more than 309'0) Cost burdened (paying more Ihan 50%) Low Income Households (51°~ up to 805f; oiMHl) WAh Any Housing Problems Cost burdened (paying more than 30go) Cost burdened (paying more than 505'0) Total Lower Income Households e.,~ . _ _ With Any Housing Problems Cost burdened (paying more than 30%) Cost burdened (paying more than 50°/ OCter Income Households (above 8056 o MHI) / Renters Family All Other Households Households 80 73 4 16 4 12 4 12 4 8 24 16 16 12 16 12 8 4 22 22 4 8 4 8 ~ 0 0 Total Owners Households 528. 482 24 44 20 36 20 36 8 20 52 92 26 54 26 54 _ _1g 30': 59 103'. 27 _ 39' 27 39 8 8 50 54 135 239'; 24 32 73 129 24 32 73 129' 12 12 34 58 WAh Any Housing Problems 4 Cost burdened 0 NOTE: Data includes all household Within "Renters", student households are inc d ,. i `i. {~E?Ct ~1 '.. E~ t~~C -.:., ...,>.,.. .., .,~'. S? SEE' ~.'.~, III?., i.%2+3 ~=, 19 194 243 0 18 27 0 18 18 d in "All Other Households." ~,,.~,....'.Ee ~ S~a~a City ~ ~lvrtts ~s~~~rty ~ ~ e ~,_ ~ t I ....,;,5. ') ~';~ REVISED 3/6/08 Iowa City Metro Area Affordable Housing MarKet Analysis UNIVERSITY HEIGHTS In University Heights, there were no lower income households living in physically- deficient units. Cost burden was identified as a housing problem for 8'7 renter households with only 16 of these identified as Family Households- Among owner households, 28 were cost burdened. In summary, the existing housing demand in University Heights is 44 units <16 cost burdened family renter households plus 28 cost burdened owner households). With Any Housing Problems < PhYSical tleticiencies to unit 4 o O Cost burtlenetl ~ < 24 NOTE: Data includes all households. Within "Renters°, student households are included in "All Other Households." ,...... ..I ...v~ >~-v IoVe~.c .~i z.ln.., _ Cora lyille • Iowa City • North Liba Ry • Tiffin • University Haights 7 Oz REVISED 3/6/08 (Reference 3/6/08 Info Packet, IPS) lova~ Ciiv'v1~Frc~ ~kr~~a Rtfordalal~t Hausirtrt h"-~r~ ~ '! his UNIVERSITY HEIGHTS One in three households in University Heights is experiencing housing problems. Of the 505 total households, 163 are experiencing housing problems, representing 32% of all households. Of these, 131 (80%) are lower income households. And, all of these 131 households, 87 renters and 28 owners are cost burdened. Renters are more than twice as likely to be cost burdened than home owners. Of the 131 lower income cost burdened households, 87 are renters and 28 are owners. ~'> Renters Fa ily All Other Total Hou holds Households Owners Households All Households 60 133 312 605 Extremely Low Income Households (0% to 30°.6 of MHI) 12 61 16 89 With Any Housing Problems 8 67 12 77 Cost burdened (paying more than 30%) ~ B ~ 57 12 _ 77 Cost burdened (paying more than 50°/) 8 53 12 73 Very Low Income Households (31 % up to 50°x6 of HQ 8 24 24 56 With Any Housing Problems 4 14 16 34' Cost burdened (paying more than 30%) d,,,a 4 14 16 34 Cost burdened (paying more than 509'0) 0 0 12 12 Low Income Households (51°.5 up to 80°.6 of MHI) 18 30 28 76 With Any Housing Problems 4 0 16 20 Cost burdened (paying more then 309'0) 4 0 16 20' Cost burdened (paying more than 50%) 0 0 4 4' Total Lower Income Households 38 115 68 221 With Any Housing Problems 16 71 44 131 Cost burdened (paying more than 309`0) 16 71 44 131 T~. Cost burdened (paying more than 50%) 8 53 28 88 Other Income Households (above 80°x6 01 MHI) 22 ` 18 244 284 .... Wkh Any Housing Problems 4 4 24 32 ........Cost burdened 4i _24 28' NOTE: Data includes all households. Wit in "Renters", student households are cluded in "All Other Households." ,. dfili s-. ~... k 3c?.. ~....._ ~...~ __~~ £,.... ._.. ...._.._ I t:Jz REV=SED 3/6/08 Rc zy p,/ic .?R:o tA~ Y R'.91~ i-4. .~.~ ~xiy SUMMARY OF EXISTING AFFORDABLE HOUSING DEMAND, 2000 Across the study area, a total of 400 lower income households were living in physically- deficient units. Cost burden was identified as a housing problem for 8,396 renter households with only 1,868 of these identified as Family Households. Among owner households, 827 were cost burdened. In summary, the existing housing demand throughout the study area is 3,095 units (400 physically-deficient units plus 1,868 cost burdened family renter households plus 827 cost burdened owner households. These 3,095 hous eho/ds represent the tots/ existing affordab/e housing demand in the /o wa City metro area. FIGURE 86 Cora Nille • Iowa City • NoRh Liberty • Tiffin • University Heights 103 NOTE: Data includes all households. Within "Renters', student householtls are included in "All Other Households." REVISED 3/6/08 (Reference 3/6/08 Info Packet, IP5) I~w.~~ rity ^.)sstrc~ area Aifcarci~~t~lca d-EotssitF t?.:;;: SUMMARY OF EXISTING AFFORDABLE HOUSING DEMAND, 2000 TO 2006 More than one-third of all households in the sfudy area are experiencing housing problems. Of the 34,795 total households, 12,000 (34%) are experiencing housing problems. Among lower income households, 10,968 (59%) are experiencing housing problems with cost burden affecting 1,868 (10%) Family Renter Households and 827 (4%) owner households. Approximately 35% of all lower income households were All Other Households (i.e. student households) who were cost burdened. Cost burden impac#s family renters twice as much as home owners when non- familyrenter house olds are excluded. Of the 10,568 lower income cost burdened households, 8,396 are enters while 827 are owners. However, excluding All Other Renter Households fro the equation reveals that 1, 68 Family Renter Households are cost burdened compared 827 owner households arr~ong all lower income households. ~; ~:~ Renters amity All Other Total useholds Households Owners ' Households All Households 5,626 12,104 17,065 34,795 Extremely Low Income Households (0°~ up to 30°.5 of I) 1,325 4,594 . __~ _ _ 712 6,631 . With Any Housing Problems 926 4,070 569 5,565 Cost burdened (paying more than 30%) 804 4,017 569 5,490' Cost burdened (paying more than 50%) 736 3,419 405 4,560 Very LowlncomeHouseholds (31°~ up to 50°.5 ofMHq 1,233 2,748 1,106- 5,087' WHh Any Housing Problems 796 2,035 614 3,445' Cost burdened (paying more than 30%) 761 1,985 600 3,336' Cost burdened (paying more than 50%) 152 459 278 889 Low Income Households (51°~ up to 8055 ofMHq 1,458 2,596 2,828 6,882' WAh Any Housing Problems 373 547 1,038 1,958 Cost burdened (paying more than 30%) 218 626 1,003 1,742 Cost burdened (paying more than 50°!0) 42 50 144 236; Total Lower Income Households 4,0 9,938 4,646 18,600 With Any Housing Problems 2,095 6,652 2,221 10,968' Cost burdened (paying more than 305'0) 1,868 6,628 2,172 . 10,568: Cost burdened (paying more than 50%) 930 3,928 827 5,685' Ori~erlncome Households (above 80°.5 ofMHi 1,610 2,166 12,419 16,195: With Any Housing Problems 142 74 816 1,032 Cost burdened 89 29 734 852: NOTE: Data includes all households. Wit In "Renters", student households are included i "All Other Households." There are 10,968 lower inc me households in the study area with housin problems, representing 32% of all h seholds. Subtracting the number of All Other enter Households (which inclu es student households) from this total results in 4, 16 households. These 4,316 househ Ids represent the total existing affordable housing demand in the Iowa City metro area, exclusive of All Other renter households. Cc3clvil9e ~ Ic~~r.=a City ~ Tiffin s U1liversity Neit~ht9 ~,~~ PROJECTED DEMAND FOR AFFORDABLE HOUSING, 2007 TO 2012 Household prof ections by income group were obtained from Claritas, Inc. and clustered into the same three categories used for existing affordable housing demand.10 Figure 87 lists the projected change in the total number of households by income group between 2000 and 2012. Extremely low income households are projected to increase by 1,679 across the study area. The majority of this increase (78%) will occur in Iowa City. No net change is projected in University Heights. Very low income households are projected to decrease by a total of 201 households across the study area, with Iowa City accounting for a loss of 759 households alone. The decrease in this income category (and concurrent increase in extremely low income households in Iowa City) maybe explained by the presence of a large number of student households. As stated previously, college students living off-campus that are supported financially by their parents appear within the Census data as being very poor. As a result, their presence tends to inflate the number of extremely low income households and households with cost burden. In 2000 the median household income in Iowa City was $34,981 with any household earning $10,494 or less categorized as extremely low income. In 2012 the median household income in Iowa City is projected to be $44,377. Households earning $13,313 or less will be categorized as extremely low income. The projected increase from $10,494 to $13,313 may mean the inclusion of more student households among the ranks of extremely low income households. Low income households are projected to increase by a total of 492 across the study area. This increase is actually off-set by a significant decrease of 368 households in Iowa City. On a net basis, lower income households are projected to increase across the study area by 13.6% between 2000 and 2012. This increase of 1,970 new lower income households represents 29% of the projected increase in total households by 2012. The increase in total households will occur as a result of (1) new household formation within the existing population and (2) the migration of new households to the Iowa City metro area from elsewhere. Household changes between income groups may occur for similar reasons. Additionally, resident households may shift between income categories as a result of changes in financial situations. 10 Claritas, Inc. estimates age/sex distribution using a modified cohort survival method, which ages population based on age/sex specific survival probabilities, and estimates births over the estimation period. Group quarters and other populations that do not age in place are not included. For household size, the distribution of households by size starts with the 2000 census distributions, and is then advanced to the current year based on the estimated change in persons per household (average household size). Iterative proportional fitting (IPF) is then used to ensure consistency with previously estimated household totals and average household size. Coralville • Iowa City • North Liberty • Tiffin • University Heights 104 FIGURE 87 Total Lower Income Households 14,532 16,136 16,502 1,970 13.6% Households between 80% and 110% of MHI Coralville 1,025 1,302 1,558 533 52.0% Iowa City 3,119 2,817 3,895 776 24.9% North Liberty 437 949 869 432 98.9% Tiffin 96 165 138 42 43.8% University Heights 44 50 68 24 54.5% Study Area Sub-total 4,721 5,283 6,528 1,807 38.3% Households above 110% of MHI Coralville 3,053 3,657 3,811 758 24.8% Iowa City 11,032 12,002 12,175 1,143 10.4% North Liberty 1,053 1,478 2,046 993 94.3% Tiffin 175 282 403 228 130.3% University Heights 202 210 202 0 0.0% Study Area Sub-total 15,515 17,629 18,637 3,122 20.1% Total Households 34,768 39,048 41,667 6,899 19.8% NOTE: Data includes all households. Coralville • Iowa City s North Liberty • Tiffin • University Heights 105 In reality, there is a projected need for 1, 679 housin_g units affordable to extremely low income households plus an additional 571 housing units affordable to very low income households plus an additional 860 housin_g units affordable to low income households for a total housing demand of 3,110 housin_g units for lower income households. Because there are significant housing unit needs for different income categories among households in different municipalities, these numbers cannot be totaled for a net housing unit need for the study area. For example, the projected decrease of 759 very low income households in Iowa City means that there is no projected housing demand for these households within this income category in Iowa City for the period 2000 to 2012. However, it would not be accurate or appropriate to include this lack of demand in one income category or one municipality in the calculation of housing demand for other income categories or in other municipalities in the study area. The total projected demand for affordable housing across the study area is 3,110 housing units. PROJECTED AFFORDABLE HOUSING DEMAND BY TENURE, 2000 TO 2012 The projected demand for 3,110 units of affordable housing can be further refined to estimate the demand for renter units and owner units by 2012. Past trends in the ratio of renters versus owners (from 1990 and 2000 Census data) in Coralville, Iowa City, North Liberty, Tiffin and University Heights offer reasonable assumptions for future projections. The following pages include a description of the methodology utilized to determine the ratios for Coralville, Iowa City, North Liberty, Tiffin and University Heights followed by the data table for each area with the projected housing demand by income group and tenure. It is important to note that student households cannot be distinguished from other households in the following methodology. The only distinction that can be made is by tenure of householder (renter versus owner) but not household type (family versus non- family/student). i i "Tenure by household income data. for households above 95% of median was not available in 1990. Coralville • Iowa City • North Liberty • Tiffin • University Heights 106 CORALVILLE The following methodology was utilized to determine the tenure ratios for Coralville: • Among extremely low income households, the ratio of renters to owners was 89% to 11% in 1990; by 2000, the ratio was 86% to 14%. Given the sharp increase in housing costs since 2000, it is reasonable to assume a ratio of 83% renters to17% owners by 2012. • Among very low income households, the ratio of renters to owners was 75% to 25% in 1990; by 2000, the ratio was 83% to 17%. For the same reasons stated above, it is logical to assume that the ratio of renters to owners in 2012 could be 85% to 15%. • Among low income households, the ratio of renters to owners was 76% to 24% in 1990 and 70% to 30% in 2000. By 2012, it is reasonable to estimate that the ratio could be 65% to 35%. • Among other income households, the ratio of renters to owners was 25% to 75% owners in 2000. As a result of a very active housing market since 2000, and the increasing sales prices of new homes in the metro area, it is reasonable to assume that the ratio of renter to owners could be 20% to 80% by 2012. The projected affordable housing demand in Coralville is 889 units. The 889 units break down into 619 renter units and 270 owner units of housing affordable to households with incomes up to 80% of median. (The number of renter units was modified to account for student households. If the percentage of extremely low income households with householders younger than 25 years of age is eliminated, then the projected rental housing demand for extremely low income households decreases by 90 units from 256 to 166.)i~ FIGURE 88 Renter Units Owner Units Extremely Low Income Households (0% up to 30% of MHI) 166 52 Very Low Income Households (31 % up to 50% of MHI) 72 ~ 13 Low Income Households (51 % up to 80% of MHI) 381 205 Total Demand for Affordable Units 619 270 All Other Households (above 80% of MHI) ~ 258 1,033 <,~Iculations by Mullin & Sates, 586 889 1,291 12 Census 2000 reported there were 183 households with incomes less than $10,000 whose heads of household were younger than 25 years of age. These 183 households comprised approximately 35% of the 521 extremely low income renter households in Coralville in 2000. Total Units Coralville • Iowa City • North Liberty • Tiffin • University Heights 107 Iowa CITY The following methodology was utilized to determine the tenure ratios for Iowa City: • Among extremely low income households, the ratio of renters to owners was 88% to 12% in 1990; by 2000 the ratio was 91% to 9%. Given the sharp increase in housing costs since 2000, it is reasonable to assume a ratio of 92% renters to 8% owners by 2012. • Among very low income and low income households, there is no projected housing demand because the projected increase in the number of households within these income categories is less than zero. Among other income households, the ratio of renters to owners was 23% to 77% in 2000. Although the housing market has been very active in the metro area since 2000, and sales prices have increased significantly, it is assumed that the renter to owner ratio will not change due to the high number of students living off-campus in Iowa City. As a result, it is assumed that the ratio of renters to owners in 2012 will be the same as the ratio in 2000. The projected affordable housing demand in Iowa City consists of 649 units for extremely low income households. The 649 units break down into 544 renter units and 105 owner units of housing affordable to households with incomes up to 80% of median. The significantly high projected rental housing unit demand for extremely low income households is severely impacted by the high number of students living in off- campus housing. As stated previously, college students who are supported financially by their parents appear within the Census data as being very poor. If the percentage of extremely low income households with householders younger than 25 years of age is eliminated, then the projected rental housing demand for extremely low income households decreases by 665 units from 1,209 to 544.13 FIGURE 89 Sources: U.S. Census Bureau; Claritas, Inc.; Calculations by Mullin & Lonergan Associates, Inc. is Census 2000 reported there were 1,980 households with incomes less than $10,000 whose heads of household were younger than 25 years of age. These 1,980 households comprised approximately 55% of the 3,585 extremely low income renter households in Iowa City in 2000. Coralville • Iowa City • North Liberty • Tiffin • University Heights 108 Total Demand for Affordable Units ~ 544 . 105 649 All Other Households (above 80% of MHI) 441 1,478 1,919 NORTH LIBERTY The following methodology was utilized to determine the tenure ratios for North Liberty. Data for 1990 was not available for North Liberty. As a result, the same tenure ratios for 2000 were applied to the lower income tiers to estimate the 2012 tenure ratios. • Among extremely low income households, the ratio of renters to owners was 67% to 33% in 2000. By 2012 it is assumed that the same ratio will exist. • Among very low income households, the ratio of renters to owners was 48% to 52% in 2000. By 2012 it is assumed that the same ratio will exist. • Among low income households, the ratio was 32% to 68% in 2000. By 2012, it is assumed that the same ratio will exist. • Among other income households, the ratio of renters to owners was 20% to 80%. As a result of an increasingly active housing market since 2000, and the increasing sales prices of new homes in the metro area, it is reasonable to assume that the ratio of renter to owners could be 18% to 82% by 2012. The projected affordable housing demand in North Liberty is 675 units. The 675 units break down into 292 renter units and 383 owner units of housing affordable to households with incomes up to 80% of median. Renter Units Owner Units Total Units Extremely Low Income Households (0% up to 30% of MHI) 18 9 Very Low Income Households (31 % up to 50% of MHI) 200 216 Low Income Households (51 % up to 80% of MHI) 74 158 All Other Households (above 80% of MHI) ~ 257 1,169 1 s~lculations by Mullin & fates, Coralville • Iowa City s North Liberty • Tiffin • University Heights 109 TIFFIN The following methodology was utilized to determine the tenure ratios for Tiffin. Data for 1990 was not available for Tiffin. As a result, the same tenure ratios for 2000 were applied to the lower income tiers to estimate the 2012 tenure ratios. • Among extremely low income households, the ratio of renters to owners was 46% to 54% in 2000. By 2012 it is assumed that the same ratio will exist. • Among very low income households, the ratio of renters to owners was 44% to 56% home owners in 2000. By 2012 it is assumed that the same ratio will exist. • Among low income households, the ratio of renters to owners was 43% to 57% in 2000. By 2012 it is assumed that the same ratio will exist. • Among other income households, the ratio of renters to owners was 20% to 80%. As a result of an increasingly active housing market since 2000, and the increasing sales prices of new homes in the metro area, it is reasonable to assume that the ratio of renter to owners could be 18% to 82% by 2012. The projected affordable housing demand in Tiffin is 141 units. The 141 units break down into 63 renter units and 78 owner units of housing affordable to households with incomes up to 80% of median. Renter Units Owner Units Total Units Extremely Low Income Households (0% up to 30% of MHI) 14 16 3C Very Low Income Households (31 % up to 50% of MHI) 31 39 7C Low Income Households (51 % up to 80% of MHI) 18 23 41 Total Demand for Affordable Units 63 78 141 All Other Households (above 80% of MHI) 49 221 27C Sources: U.S. Census Bureau; Claritas, Inc.; Calculations by Mullin & Lonergan Associates, Inc Coralville • Iowa City s North Liberty • Tiffin • University Heights 110 UNIVERSITY HEIGHTS The following methodology was utilized to determine the tenure ratios for University Heights. Data for 1990 was not available for University Heights. The same tenure ratios of 2000 were applied for 2012 because the opportunities for new housing development are exclusively limited to redevelopment of existing parcels. • Among extremely low income and very low income households, there is no projected housing demand because the projected increase in the number of households within these income categories is less than zero. • Among low income households, the ratio of renters to owners was 63% to 37% in 2000. There is a projected affordable housing demand of one rental unit in University Heights. In a municipality where opportunities for new development are limited to redevelopment of existing parcels, the projected increase of one household translates into a projected demand of only one housing unit. FIGURE 92 Renter Units Owner Units Extremely Low Income Households (0% up to 30% of MHI) 0 0 Very Low Income Households (31 % up to 50% of MHI) 0 0 Low Income Households (51 % up to 80% of MHI) 1 0 Total Demand for Affordable Units 1 0 All Other Households (above 80% of MHI) 0 0 _ _ ,-ailin & Long ,fates, Inc. 1 1 0 Coralville • Iowa City s North Liberty o Tiffin • University Heights Total Units 111 SUMMARY OF PROJECTED AFFORDABLE HOUSING DEMAND, 2000 TO 2012 The projected affordable housing demand for the Iowa City metro area consists of 2,355 dwelling units. This number consists of 924 units affordable to extremely low income households, 571 units affordable to very low income households and another 860 units affordable to low income households. (Note: The original projected affordable housing demand number of 3,110 units was modified by eliminating the number of student renter households projected to reside in Coralville and Iowa City. This decreased the total demand by 755 units from 3,110 to 2,355. It was assumed that the numbers of student renter households in North Liberty, Tiffin and University Heights were not sufficient to affect the equation.) FIGURE 93 Low Income Households (0% uo to 30% of Low Income Households (51 % up to 80% of M Total Demand for Aff~ All Other Households (above 80% of MHI) Sources: U.S. Census Bureau; Claritas, Inc.; Calculations by Mullin & Lonergan Associates, Inc. 860 SUMMARY OF EXISTING AND PROJECTED AFFORDABLE HOUSING DEMAND, 2000 To 2012 The total demand (existing plus projected) for affordable housing in the Iowa City metro area is estimated to be 6,671 units. A combination of existing demand and projected demand results in total affordable housing demand for the year 2012. Existing demand is defined as the number of households that have housing problems (cost burden greater than 30% of income for renters and greater than 50% for owners, and/or overcrowding and/or without complete kitchen or plumbing facilities). Based on reported housing problems, a total of 4,316 units comprise existing demand. Projected demand for affordable housing is determined by the anticipated increase in the number of lower income households regardless of housing problems. The projected demand for affordable housing is 2,355 units. Note that existing demand exceeds projected demand by a ratio of 1.8 to 1. The following table provides a summary of total affordable housing demand. Renter Units Owner Units Total Units 742 182 924 Coralville • Iowa City • North Liberty • Tiffin • University Heights 112 FIGURE 94 Projected Demand, Existing Demand, 2000 2000 to 2012 Renters (Family Households Only) Owners Renter Units Owner Extremely Low Income Households (0% to 30% of MHI) 926 569 742 Very Low Income Households (31 % to 50% of MHI) 796 614 303 Low Income Households (51 % to 80% of MHI) 373 1,038 474 1 Total Affordable Housing Demand Sources: U.: 2,095 2,221 1,519 AFFORDABLE HOUSING SUPPLY 268 1,981 386 2,271 836 6,671 The second step in estimating the affordable housing needs of the Iowa City metro area is to determine the extent to which housing demand is likely to be met through the existing housing inventory and any projected new housing development. Housing demand is comprised of different types of housing need. For example, cost burdened households may benefit from rent subsidies while new construction may be necessary to meet new demand for home owners and households living in substandard housing. The first step in determining housing supply is to identify the extent to which the current housing delivery system is already providing housing for lower income households. The existing housing inventory, current building activity, and housing programs already in place must be evaluated. EXISTING HOUSING INVENTORY According to Census 2000, there were 36,089 housing units in the Iowa City metro area. This represents a gain of 24.1% over the 29,069 units in 1990. The housing stock is analyzed in greater detail in Part 5, Housing Data. RECENT HOUSING ACTIVITY Since 2000, a total of 7,488 housing units have been added to the Iowa City metro area housing inventory. This is based on the number of residential building permits issued by each municipality. The increase represents 88% of all residential development in Johnson County between 2000 and 2006. With the exception of University Heights, the annual production rate of new housing development between 2000 and 2006 is exceeding the annual rate during the 1990s. In Johnson County, new housing activity added an average of 862 new units annually between 1990 and 2000; the rate since 2000 has been 874 units annually. In Coralville, the annual production rate has increased from 200 units during the 1990s to 217 units Coralville • Iowa City • North Liberty • Tiffin • University Heights 113 since 2000. The rate in Tiffin reflects new housing development in a previously slow- growth municipality. The annual production rate increased from 26 units during the 1990s to 34 units since 2000. In Iowa City, the annual production rate has skyrocketed from 359 units during the 1990s to 449 units since 2000. But by far, the highest increase in annual housing production has occurred in North Liberty, where the annual rate of 118 units during the 1990s has been surpassed by a rate of 355 units since 2000. FIGURE 95 I~sidential Building Permit Activity, 2000-2006 800 700 600 E. ~ Coralville 500 ,.~. low a City 400 ~ North Liberty 300 -~ Tiffin 200 ~1e- University Heights 100 ~ 0 2000 2001 2002 2003 2004 2005 2006 Sources: City of Iowa City Building & Inspections; U.S. Dept. of Housing & Urban Development, State of the Cities Data System The average construction cost per single family housing unit has risen significantly since 2002, particularly in Coralville and Iowa City, peaking at $250,566 in Coralville in 2006 (see Figure 96). (Construction cost data was not available for University Heights.) This is significant in light of a decrease in building permits issued for new construction during the same period. The number of building permits is leveling off, or decreasing, but the cost per housing unit continues to rise. In other words, fewer houses are being built and those are costing more than in previous years. All of these factors seem to suggest that demand will remain strong and the cost of purchasing of new home throughout the Iowa City metro area will continue to rise. Given the economic prosperity of the region, there is significant competition amongst builders for skilled labor. This factor, coupled with higher material costs, translates to continued increases in the cost of construction. Continued household growth and higher median household incomes fuel the demand for new housing. Coralville • Iowa City s North Liberty • Tiffin • University Heights 114 FIGURE 96 Average Construction Cost per Single Family Housing Unit 2000-2006 $300,000 $250,000 $200,000 ~ Coralville -®- low a City $150,000 f North Liberty $100,000 f Tiffin $50,000 $0 2000 2001 2002 2003 2004 2005 2006 The average cost per unit for multi-family housing also has increased significantly since 2002 in Coralville and Iowa City. A notable increase also occurred in North Liberty since 2004. On average, in 2006 amulti-family housing unit cost $140,357 in Iowa City, $100,000 in Coralville and $93,105 in North Liberty. Average Construction Cost per Multi-Family Housing Unit 2000-2006 $160,000 $140,000 .$._l_,_. $120,000 t Coralville $100,000 ~- low a City $80,000 $60,000 f North Liberty $40,000 f Tiffin $20,000 $0 2000 2001 2002 2003 2004 2005 2006 Source: City of Iowa City Housing & Inspection Services; City of North Liberty; U.S. Census Bureau Despite these increases in housing construction costs, approximately 21 % of all new housing sales between 2000 and 2006 were units that sold for less than $140,000. A total of 1,703 new construction owner-occupied housing units (single family units and condominium units) were sold in the Iowa City metro area for less than $140,000a price range affordable to households earning the median household income. Coralville • Iowa City s North Liberty • Tiffin • University Heights 115 These 1,703 new units represented 21% of the tota17,924 housing units sold (new and existing) during this seven-year period. More importantly, these units address the regional affordable housing need. PROJECTED HOUSING GROWTH Projecting net change in the future housing supply can be difficult given the uncertainty of interest rates, construction costs, mortgage availability, developer behavior, etc. Today, one of the greatest concerns is the impact of unconventional mortgages. Increases in foreclosures could trigger a temporary increase in housing supply, but tighter lending standards may make it more difficult for potential home buyers to acquire their home. However, recent trends as well as projections of housing demand based on household formation rates provide reasonable benchmarks for likely estimates of net change in the housing supply. The following projections are based on the assumption that no changes are made to local policies and no new policies impacting affordable housing (such as inclusionary zoning) are adopted. It is projected that an additional 5,136 housing units will be created between 2007 through 2012. The net change in the existing housing stock in the study area between 2000 and 2006 was 7,488 housing units for an average annual production rate of 1,070 units (see Figure 18). A lower annual production rate is projected for 2007 through 2012 as a result of the current problems in the housing mortgage industry. While lending institutions may tighten their mortgage standards, this maybe off-set by the vibrant and diversified economy in the Iowa City region. However, the tighter mortgage standards will more than likely impact lower income households more severely than higher income households. Based on these trends and assumptions, it is projected that an additional 5,136 housing units (approximately 856 units annually over the next six years) will be created from 2007 through 2012. Of these: • 3,082 units (60%) will be single family owner-occupied units • 2,054 units (40%) will be multi-family renter-occupied housing units. Furthermore, it is projected that the private housing market will continue to favor higher income households, owners and student renters over lower income households and family renters. It is estimated that approximately 10% of the projected 5,136 market-rate housing units will be affordable to median income households. This estimate is based on the fact that the national mortgage industry situation appears to be worsening at this time, and a cautious estimate is preferred. Coralville • Iowa City • North Liberty • Tiffin • University Heights 116 FIGURE 98 2000 Census 2006 Iowa i North Tiffin Heights 4 1 *Based on actual building permits issued from 2000 through 2006 of North Liberty; U.S. Census Bureau; Calculations by IOWA CITY METRO AREA AFFORDABLE HOUSING NEED 80% of Average Average Annual Annual Production Projected Net Projected Production Rate Rate Increase in Units 2012 Housing 2000 to 2006 2000 to 2006 2007 to 2012 Inventory Affordable housing need is determined by identifying the unmet affordable housing demand. The total affordable housing demand in the study area for 2000-2012 was calculated to be 6,671 housing units. The total affordable housing supply for the same period is estimated to be 2,711 units, leaving an unmet need of 3,960 affordable housing units (see Figure 99). The affordable housing supply created between 2000 and 2006 included • A total of 1,703 market-rate new construction single family and condominium units that sold for less than $140,000 in the Iowa City metro area. • The local Habitat for Humanity chapter constructed approximately 42 single family housing units (average 6 units/year x 7 years = 42 units) • Iowa City's TARP housing rehabilitation program completed 56 housing units (average 8 units/year x 7 years = 56 units) • Longfellow Manor - 12 affordable housing units (6 owner and 6 renter units) • The Peninsula - 17 units of affordable rental housing • Melrose Ridge - 18 rental units of permanent supportive housing • The Housing Fellowship - 15 units of affordable rental housing • Concorde Terrace - 30 units of affordable rental housing • Lexington Place - 30 units of affordable rental housing • Extend the Dream Foundation - 3 units of affordable rental housing • Whispering Gardens - 12 units of affordable rental housing • MECCA - 12 units of transitional housing • Successful Living - 29 units of transitional housing 31 117 REVISED 3/6/08 Iowa City Metro Area Affordable Housing Market Analysis • HACAP - 22 units of transitional housing- The affordable housing supply in the "pipeline" or planned for development and occupancy between 2007 and 2012 was based on the following assumptions and information obtained from various affordable housing providers: • A total of 514 market-rate new construction single family and condominium units projected to be available for sell up to $140,000 across the Iowa City metro area (see Figure 98~. • Habitat for Humanity will construct another five units annually ~5 units/year x 6 years = 30 units) • Builders of Hope - 6 units of transitional rental housing • HACAP - 6 units of affordable rental housing • Iowa City's TARP housing rehabilitation program will assist another 8 units annually (8 units/year x 6 years = 48 units • Iowa City Housing Authority- Longfellow Place 8 units of single family sales housing for households at or below 80% of median • The Housing Fellowship: Berry Court in Iowa City, 14 units; Home and Neighborhood Scattered Sites in Iowa City, 24 units • Burns au~I Burns: Jefferson Point in North Liberty, 60 affordable LIHTC rental units. As stated previously, these projections are based on the assumption that current public policies impacting the creation of affordable housing remain unchanged- If, however, new policies are approved that would provide incentives for the creation of new affordable housing units, then the total affordable housing supply could be increased, thereby decreasing unmet need- Recommendations for revisions to public policies are included in Part 7 1 , Strategic Housing Plan- Cora Nille • Iowa City • North Liberty • Tiffin • University Heights 1 1 8 REVISED 3/6/08 (Reference 3/6/08 Info Packet, IP5) Ic~tu~ Ciiv !~?e' `y~at~wt~Ee t~~a~~;in tu't~rk~1 r~~i~°~~~ .________-----_ .______._.-._. _ ...__.,._. --___-- - ________._______~_____-_ __..L_.._ _. • HACAP - 22 units of transitional housing. The affordable housing supply in the "pipeline" or planned for development and occupancy etween 2007 and 2012 was based on the following assumptions and information btained from various affordable housing providers: • A otal of 514 market-rate new construction 'ngle family and condominium unit projected to be available for sale up to 140,000 across the Iowa City . metro rea (see Figure 98). • Habitat r Humanity will construct anoth five units annually (5 units/year x 6 years 30 units) • Builders of e - 6 units of transitio 1 rental housing • HACAP - 6 uni of affordable ren 1 housing Iowa City's TARP ousing reha litation program will assist another 8 units annually (8 units/yea x 6 year = 48 units) • Iowa City Housing Aut on .Longfellow Place - 8 units of single family sales housing for househ at or below 80% of median • The Housing Fellowship• rry Court in Iowa City, 14 units; Home and Neighborhood Scattere Site 'n Iowa City, 24 units • Burns and Burns: Je erson Poi in North Liberty, 60 units. C~ar~Cvil1~ s tc~+r.~ Cit,= ~a ~3car~~~ L ,r~ .- e Tiffisa ~ ~;~ t, 3 ri REVISED 3/6/08 Iowa Citv Metro Area AHOrda ble Housing Market Analys FIGURE 99 C ora Nille • Iowa City • Nortb Liberty • Tiffin • llnw¢rs ity Haig Ylis 11~ Sources' Affordable Housing developers: City of Iowa City; Iowa City Area Realtors Association: Mullin S Lo nergan Associates. Inc. REVISED 3/6/08 (Reference 3/6/08 Info Packet, IP5) ic~wa Cit~f hlettc7 d: ,~_ ~t,~t ee ~'ocs,inz~ ° Er, ,", I"' ~ ~ AFFORDABLE HOUSING DEMAND Existing Demand for Affordable Housing (2000) ouseholds with Housing Problems (exclusive of All Other Renter Households) 4,316 Future errand for Affordable Housing (2000-2012) New wer Income Households (excluding student renter households) 2,355 Total AffoMable Housing Demand 6,671 AFFORDABL HOUSING SUPPLY Supply of Affordable ousing Units Created between 2000 and 2012 " uction/Rehabilitated Units 2000-2006 New Con New constructions le family and condo units (market rate u its) 1,703 Habitat for Humanity units/year x 7 years). _42 Iowa City TARP Progra (8 units/year x 7 years) 56 Longfellow Manor _ 12 The Peninsula 17 Melrose Ridge 98 The Housing Fellowship 15 Concorde Terrace 30 Lexington Place ~ Extend the Dream Foundation 3 _. Whispering Gardens 12'' MECCA 12 .Successful Living 29 _ HACAP ~ 2007-2012 New Construction/Rehabilitated U is New constructionsingle family and con units (market to units) 514: Habitat for Humanity (5 units/year x 6 y ars) . 30' Builders of Hope _ _ . 6 HACAP 6' Iowa City TARP Program (8 units/y ar x 6 years) 48 Iowa City Housing Authority (Lon ellow Place) 8 .. The Housing Fellowship (Berry urt) 14 The Housing Fellowship (Hom & Neighborhood Scattered Sites) 24 Burns and Burns (Jefferson P int) ~ Total Affordable Housing upply 2,711 AFFORDABLE HOUSIN(3~NEED Total Demand minus Total Suppl 3,960 ak" ~. As stated previous ,these projections are based on the assumption that rrent public policies impactin the creation of affordable housing remain unchanged. f, however, new policies are approved that would provide incentives for the creation of new affordable hou tng units, then the total affordable housing supply could be increased, thereby deer sing unmet need. Recommendations for revisions to public policies are included in Part 11, Strategic Housing Plan. R 1 ; ::; Part I I STRATEGIC HOUSING PLAN This Strategic Housing Plan is based on five over-arching and interrelated themes: • The Iowa City metro area needs people who need affordable housing. People who fill critical jobs in the region cannot afford to live where they work. Creating affordable housing opportunities for these households is a priority. There is a need to zone additional land for multi-family housing in the Iowa City metro area. Rezoning requests for multi-family housing proposals too often are met with stiff opposition from surrounding property owners who are opposed to a vacant parcel being developed, poorer people moving next door, or higher densities being introduced into their neighborhood. Rezoning appropriate parcels for new multi-family housing development and increasing the permitted density would provide incentives to affordable housing developers. • The development plan review and approval process for affordable housing proposals should be treated differently than market rate proposals. The total affordable housing need (for non-student households) in the study area is 3,960 units. This substantial need cannot be met without significant financial and capacity-building assistance provided to affordable housing developers. Housing and transportation policies should be planned together on a regional basis. The connectivity and interdependence of Coralville, Iowa City, North Liberty, Tiffin and University Heights are demonstrated clearly by the dramatic increase in new, high-end housing developments in the outlying areas over the past two decades. As land costs have increased in Iowa City, families have migrated to the suburbs where housing is more affordable, thereby potentially increasing their commuting time (and transportation expenses) to and from work. Collaborating on housing and transportation issues on a regional basis could result in more rational and cost-effective public policies. Developers need incentives to build affordable housing units for family households throughout the study area. A household would need an annual income of $46,050 to purchase a house selling for the median sales price of $152,900 in North Liberty/Tiffin or as high as $52,350 to purchase a house selling for the median sales price of $180,000 in Coralville in 2006. However, many lower income households are priced out of this scenario. Additionally, it is almost impossible for a homebuyer to find a new single family detached house selling for less than $200,000 in the Iowa City metro area. Realtors have indicated that the supply of decent and affordable housing units for first-time homebuyers is very limited. But with a stronger demand for high-end housing, developers will need financial and regulatory incentives to build smaller, more affordable units. Coralville • Iowa City • North Liberty • Tiffin • University Heights 120 RECOMMENDATIONS The following recommendations are made to assist in addressing the need for affordable housing opportunities in the Iowa City metro area. 1. Change Public Perception There is a perception amongst some that higher density, multi-family housing proposals consisting of affordable housing opportunities are not appropriate for single family neighborhoods. While this rationale may be justified in some instances, multi-family housing fronting along major thoroughfares, located at street intersections, and in transition areas between residential and non-residential uses are appropriate. And, contrary to public belief, well-designed and well- managed affordable housing developments do not decrease surrounding property values. Engage in public education and outreach to help residents understand that there are costs associated with an undersupply of affordable housing such as lower achievement scores among school-age children, increased traffic congestion, increased commuting times and distance, increased need for road maintenance, less time for volunteer and other civic activities, etc. • Put a human face on workforce housing needs such as a local school teacher, nurse, or police officer. Illustrate that many people who fill vital community occupations cannot afford to purchase or rent a home today. Affordable housing developers can help change negative perceptions through quality design that is compatible with existing surrounding neighborhoods. Every effort should be made to insure that all affordable housing is well-designed, integrated into the neighborhood and effectively managed. Residents are sensitive to affordable housing being located in their neighborhoods due to the fear that affordable housing units will decrease property values. In reality, affordable housing developments that are well-designed, smartly-integrated and effectively managed have been shown to enhance property values rather than diminish them. • Publicize this report to educate the public on the area's affordable housing needs. 2. Public Policy Recommendations Increase the amount of land zoned for multi-family housing. Most, if not all, of the land currently zoned for multi-family housing in Iowa City is either developed or not on the market. Affordable housing developers are unable to make projects work financially on the few parcels that may be available because (1) the land is too expensive, or (2) it is not zoned to an adequate density. Proactive, selective rezoning of land within Iowa City by elected officials to expand the location of zoning districts that permit multi-family housing by right will eliminate the opportunity for NIMBYists to obj ect to development proposals on a case-by-case basis. Coralville • Iowa City • North Liberty • Tiffin • University Heights 121 Zone concurrently with all annexation actions. Iowa City should continue to enforce its policy of zoning land upon annexation into the city, and Coralville, North Liberty and Tiffin should be encouraged to do the same. Multi-family housing should be given a high priority during these procedures. Adopt a mandatory inclusionary zoning ordinance. The Iowa City area is fortunate to have several highly motivated nonprofit and for-profit affordable housing developers. While these organizations are highly capable, they lack the resources required to put a maj or dentin the region's unmet affordable housing need. Clearly, additional mechanisms are needed to expand the production of affordable housing. One way of expanding production is to capitalize on the region's dynamic real estate market by using market-rate development to create the supply of affordable housing. Inclusionary zoning is a "carrot and stick" approach to expanding affordable housing. The ordinance could provide financial and other incentives to developers in exchange for the provision of a percentage of housing units set aside for households with incomes at or below 80% of the area median income. For an inclusionary ordinance to be effective, there must be specific incentives offered in exchange for specific measures to be undertaken by a developer. For example, the ordinance might require a developer to set aside at least 5% of all single family housing units in a project to be sold for no more than $135,000 each. For amulti-family development plan consisting of a minimum number of units, a specified percentage of the units (usually 5% to 10%) would be required to be set aside for households under a specified income threshold. In exchange for providing the required set asides, a developer would be awarded one or more of the following incentives: o Impact fee waivers or reductions o Planning fee waivers or reductions o Streamlining and priority processing o Density bonuses, and/or o Local funding to assist with the construction of the housing units made affordable to households at or below 80% of the area median income. A key component to a successful inclusionary ordinance is the ability to make the affordable housing units indistinguishable from the market rate units. Strive for invisible product mixing. A casual observer should not be able to discern any exterior difference between a market rate unit and an affordable rate unit from the street. A certain degree of cost savings may be achieved on less luxurious interior finishes (e.g., laminate instead Coralville • Iowa City • North Liberty • Tiffin • University Heights 122 of marble countertops, linoleum instead of stone the or hardwood flooring, etc.) rendering the affordable units less expensive. Finally, inclusionary zoning could be used to address a common objection to affordable housing-that there is too much of it concentrated in a few neighborhoods. Requiring a relative equitable distribution of affordable housing units throughout a community, or the entire study area, would assure that every area is providing a fair share. Identify potential redevelopment areas. Chapter 403 of Title IX of the Code of Iowa allows a city to establish urban renewal areas to assist in the removal and redevelopment of blighted and substandard properties. Cities can also undertake urban renewal activities that promote new economic, commercial, and housing developments. These initiatives typically include the acquisition and demolition of structures, utility and infrastructure installation, new infill housing, rehabilitation or conservation of properties, and other development assistance utilizing tax increment financing (TIF). Obtaining the designation of a Neighborhood Revitalization Strategy Area (NRSA) from HUD maybe appropriate also. The redevelopment of residential areas near employment centers and public transportation access can help families decrease housing and transportation costs and their commuting time to work. Increasing higher density housing in these areas can increase public transit readership as well. Preserve existing affordable housing units. Work with local nonprofits that own and operate privately subsidized housing that is at risk for conversion to market rate units. The potential for market rate apartments occurs when HUD rental assistance contracts lapse. In a dynamic rental real estate market such as Iowa City, owners of older rental developments maybe anxious to reap the rewards of higher rents. In many cases, these older affordable housing units are in need of rehabilitation. Iowa City and other local units of government should establish a preservation dialogue with the owners of these older properties in an effort to rehabilitate the units and maintain affordable rents. In many cases, these projects may require an infusion of housing tax credits and HOME financial assistance. Preserve existing manufactured home communities. Another affordable housing resource in Iowa City that is worthy of preservation is the existing supply of mobile home parks. As a matter of public policy, Iowa City has historically placed emphasis on the rehabilitation of existing mobile homes. The City requested and received special permission from HUD to rehabilitate mobile home units with CDBG and HOME funds. A strategy is needed to protect this public investment in mobile homes and mobile home parks. As the supply of development sites diminishes, the value of land in the Iowa City real estate market will continue to increase. Under these circumstances, it can reasonably be predicted that there will be increased Coralville • Iowa City • North Liberty • Tiffin • University Heights 123 pressure on the owners of mobile home parks to sell their land for redevelopment. This land will invariably be reused in a way that generates a higher economic return. In this process, households that rent pad space within a mobile home park will become economically displaced. Many of these households are lower income and their housing options will therefore be limited. The redevelopment of mobile home parks reduces the supply of affordable housing and the resulting displacement places increased pressure on scarce affordable rental resources. As a matter of public policy aimed at preserving mobile home parks, the City may wish to encourage the creation of cooperative organizations to purchase the land and manage the parks. Since it is often difficult for the occupants of a park to organize themselves into an acquisition and management entity, it is often necessary for an existing non-profit housing organization to intervene. The non-profit advocacy organization would assist the occupants in negotiating the purchase of the land. Once the land is acquired, a new non-profit organization may be formed to hold the land in trust for the tenants. Each participating tenant would own one share of the new non-profit corporation. A Board of Directors would be elected from the members to manage the cooperative. The Board may operate the park itself or it may retain the services of a management company to take on certain responsibilities such as collecting payments, making the mortgage payment, paying insurance premiums or making capital repairs to infrastructure. The Board with input from its coop members would create the policies and procedures that govern the park. This process is similar to an existing rental property that is being converted to a condominium. The tenants and their non-profit advocate cannot force the owner of a mobile home park to sell. The acquisition must be negotiated. An appraisal will be required to establish the value of the land. As part of the due diligence process, the park's infrastructure would be evaluated to determine the need for capital repairs and an economic feasibility analysis will be required to determine if the cost of acquisition, improvements and operation could be sustained by the monthly contributions of the members. If the results of the study are positive, an offer would be made to the owner. Once the acquisition is successfully negotiated, a closing date would be scheduled and the Cooperative would secure a mortgage loan. Non-profit ownership insures that rent increases will be limited to the amount needed to responsibly operate the park. Residents enjoy greater participation in management and operating decisions. With cooperative ownership, the park is more likely to remain a mobile home park. With increased certainty and security, homes are easier to sell and the community is more attractive to new residents. Coralville • Iowa City • North Liberty • Tiffin • University Heights 124 The most significant challenge to such a strategy is the need to secure the assistance of anon-profit advocate to provide legal and technical assistance to the tenants. Significant expenses will be incurred by the non- profit in carrying out due diligence efforts. As a matter of public policy, the City may wish to support the non-profit in its j ourney towards cooperative ownership. Support may consist of the provision of seed money during the due diligence phase. Once the land is acquired, the City may wish to allocate CDBG and/or HOME funds for infrastructure improvements and residential rehabilitation. Encourage the development of new housing tax credit projects. New production is needed to expand the supply of affordable housing. Local units of government should play a proactive role in identifying sites for new affordable housing, including surplus property that is municipally- owned. Development teams would then be encouraged to prepare and submit proposals. Local government should be prepared to work with the development team to define an appropriate blend of expectations and incentives that will result in a high quality project. Treat non-profit organizations that specialize in affordable housing as a special class of developer. Nonprofit housing developers cannot compete on a level playing field with for-profit developers in the absence of incentives. Nonprofits typically do not have ready access to capital and are dependent upon highly competitive public resources to finance their affordable housing projects. Incentives provided by a municipality can foster a higher level of commitment from and a stronger desire to produce more affordable housing units by local nonprofits. o Streamline the permitting process for projects involving affordable housing. o Participate in the cost of financing infrastructure improvements for projects involving affordable housing. o Waive local fees for nonprofit organizations that develop affordable housing. 3. Financing Recommendations Apply for a Housing Enterprise Zone designation from the Iowa Department of Economic Development. Developers and contractors building or rehabilitating housing in a State Enterprise Zone may be eligible to receive certain state tax incentives. The developer or contractor must build or rehabilitate at least four single family homes or at least one multi-family building containing three or more units in a certified Enterprise Zone. The housing must meet HUD Housing Quality Standards and local housing codes. Tax incentives include a refund of state sales, service or use taxes paid during construction and an investment tax credit of up to a maximum of 10% of the investment directly related to the construction or rehabilitation of the housing. Coralville • Iowa City • North Liberty • Tiffin • University Heights 125 Lobby Iowa legislators to fully finance the State Housing Trust Fund. This program helps ensure decent, safe and affordable housing for Iowans. The Local Housing Trust Fund Program provides grants for communities, counties and organizations to create a local housing trust fund. The Project-Based Housing Program aids the development and rehabilitation of single family and multi-family housing. Johnson County received a total of $132,000 in 2007 from the State Fund. While funding of the program is prof ected to increase, the demand for funds from applicants far exceeds available amounts. Identify a dedicated revenue stream to capitalize the Housing Trust Fund of Johnson County. In order to use the trust as a tool to address the region's unmet affordable housing need, it must be adequately capitalized through a recurring revenue stream. For example, local officials may wish to consider doubling recording fees on deeds and mortgages. The increase in recording fee revenues would automatically flow to the Trust Fund. 4. Create an Environment for Collaboration and Cooperation • Conduct workshops with local government planners and builders to: o Sensitize participants to affordable housing issues and solutions o Reach for high quality development that addresses a defined demand o Advocate for housing and transportation policies to be planned together o Publish public education materials to inform residents of the need for and the impact of affordable housing on the region o Participate in a roundtable discussion of best practices. Encourage partnerships between nonprofit and for-profit developers. Partnerships between for-profit and nonprofit developers can take on many different forms. Often the local non-profit has the vision and neighborhood relationships necessary to facilitate the creation of affordable units. However, most of the area nonprofits lack available human and financial resources required to successfully compete for program funds. Joint venture arrangements between nonprofits or for- profits will often provide the solution to close the divide between a goal and the means to accomplish the goal. In addition to human and financial resources the for-profit partner can impart valuable experience and expertise to their nonprofit partner. Establish a cooperative relationship with the University of Iowa to expand workforce housing and revitalize neighborhoods. Institutions of higher learning have a vested interest in expanding the supply of affordable housing and providing home ownership education to address the home ownership needs of faculty, support staff and lower wage employees. Universities frequently own land and can bring other Coralville • Iowa City • North Liberty • Tiffin • University Heights 126 resources to the table, such as research and financing, to facilitate the production of non-student housing and neighborhood revitalization. HUD's Office of University Partnerships supports expanded home ownership and neighborhood revitalization initiatives through programs such as the Community Outreach Partnership Center (COPC). Coralville • Iowa City • North Liberty • Tiffin • University Heights 127 ~„~'_,--r®~ CITY CJF IC.~WA C~Ty IP3 ~~~~~~ 11i[E~~ DATE: January 17, 2008 TO: Mayor and City Council FROM: Marian K. Karr, City Clerk `~. RE: January 23 Budget Presentations Council set aside the budget work session of January 23 to hear from Community events and City Boards & Commissions regarding their FY09 City budget request. An invitation was sent to all organizations and City staff of all Boards/Commissions. The following schedule reflects responses to this invitation and was prepared to include a 10 minute oral presentation followed by a five minute question period. Presenters should plan on arriving 10 minutes ahead of their assigned time. ORGANIZATION 6:30-6:45 Summer of the Arts 6:45-7:00 Telecommunications Comm. 7:00-7:15 Senior Center Comm. 7:15-7:30 Parks & Rec. Commission 7:30-7:45 7:45-8:00 8:00-8:15 8:15-8:30 8:30-8:45 NAME Mary Duncan, Ex. Dir. Saul Mekies, Chair Jay Honohan, Chair & Linda Kopping, Coordinator John Westefeld, Chair Evert Conner Rights and Resource Center for Independent Living Airport Commission JC Historical Society Youth Advisory Commission Keith Ruff Howard Horan, Chair & Michael Tharp, Operations Spec. Shaner Magalhaes, Ex. Dir. Michael Nelson, Chair & David Segar, Vice Chair ACE Xperiment (formerly Habeas Corpus) Mark McCusker & Nora Garda 8:45-9:00 Library Board Linzee McCray, Chair & Susan Craig, Director Budget Presentations January 2, 2008 Page 2 9:00 General Budget Discussion Review meeting schedule (March-June) Attachments: Community event applications Page 99 from the Proposed Financial Plan. cc: City Board and Commission Staff (minus attachments) Community Events Applicants (minus attachments) s/budgetbdcommschedule.doc City of Iowa City Community Event and Program Funding Community event and program funding has been budgeted to include a three percent (3%) increase over FY2008 funding at $95,163. A total of $104,722 has been requested. Funding Requests for Actual Budget Requested Council Allocation Community Events 8 Programs FY2007 FY2008 FY2009 FY2009 All-Iowa New Horizons Band Extravaganza 250 250 250 American Heart Association 1,000 - Bike to Work Week 1,500 - Child Appreciation Day - - - Evert Conner Rights 8~ Resource Center 972 972 972 for Independent Living - ADA Celebration 2008 Earth Expo - - - Extend the Dream Foundation 1,000 1,000 1,000 Ralston Creek Fair & Flea Mrkt Johnson County Local Food Alliance 1,000 500 5,000 Field to Family Rancher's 35th Anniversary Gift to Iowa - 7,500 - Hawk-I Health Insurance for Kids 456 - lowa City Community String Orchestra - 300 500 Fall & Spring Concerts ICCCVB -Sports Authority 17,000 2,500 - Habeas Corpus - - 9,000 Iowa Dance Fest & Iowa City Dance Labs Johnson Go. Historical Society 4,000 4,000 - Johnson Co. Historical Society - 2,228 3,000 10,000 Irving B. Weber Days Jaycees' - 4th of July Fireworks 4,455 7,500 10,000 Nachte Raho - - - Riverside Theatre -Shakespeare Festival 3,000 3,000 5,000 Summer of the Arts 50,000 50,000 60,000 Youth Advisory Commission - - 3,000 Subtotal Community Events Allocated: $ 86,861 S 80,522 S 104,722 $ - Community Events Contingency: - 11,869 t ;~,.r ; - General Fund INon-Operational Admin. $ 86,861 $ 92,391 r ` r ~,"°m $ 95,163 Community Event Funding: ~.. , . ;L~ Community Development Assistance Twenty-five percent (25%) of annual Hotel/Motel Tax revenue is allocated to the Iowa City / Coralville Convention 8 Visitor's Bureau (ICCVB). Actual FY2007 Budget FY2008 ~' ~ °, ~ ~~ } . r ;; Estimated FY2009 Iowa City /Coralville Convention 8~ Visitors Bureau $ 172,909 $ 168,443 ~ r ,'R ~ ~ ~~~ $ 181,554 Total Hotel /Motel Taxes $ 691,635 $ 673,772 = ~~T =~` ~` w r, $ 726,216 of Hotel /Motel Tax to CVB 25.0% 25.0% * : -_ -. ""i t 25.0% -99- APPLICATION FOR COMMUNITY EVENT AND PROGRAM FUNDING FY2009 (July 1, 2008 -June 30, w~r~~~ 1 r~ ~ -.....~ CITY OF IOWA CITY Name of event/program: I~LIT~ ~~ ~ rnnl1~ r~a~ ~;S Jt ~ ~n r~~f Z~, "~n ~(~ Date(s) of event/program: Did you receive funding from the City for this event/program last year? Yes No 0 If yes, how much -July 2007 (FY08) $~ O , (~00 Amount requested from City of Iowa City -July 2008 (FY09) $ L.oO'. ADO Location of event/program: '1~-,~~-~.1 ~-~. w.~,~s ~~ Name of organization: Contact person:~ll~~ ~~.nr a,n ~ ~i[1lu~lt~.~~"r. Day Phone: ~~," ~ q~~ Mailing address: street t? f) . fox ~1~~ city 1ow~ Cik~.~ zip G_.',aat~-1~ -3~8 Estimated number of individuals expected to attend: '~6;~°lr7a ~~ ,tad ~dCX~ Describe the event/program and all activities that will occur:~~t[~~ ~1`~~r i L•~ws _, ~1-- How does this program/event benefit the Iowa City area?~Q ~n ~ ~e~Jl ~c ~ - ry.c x~' If this is an increase or decrease from previous City funding, please indicate why: Estimated Major Expenses Description Amount $ Total Budget for Event/Program $ List Proposed Revenue Sources Description" Requested Amount Requested City Funding $ $ $ $ Total Funding for Program $ "List public and private orgamzanons, sale or items, etc. This application must be filled out completely. If more space is necessary an additional page may be submitted. Applications must be received on or before November 1, 2007, to be considered for FY09 funding. Please Dale Helling, Interim City Manager ~ l~ ~ ls;o~~ City Hall 410 E. Washington Street ~ NOV - 1 ~QQ] Iowa City, IA 52240 Applicants will. be notified of the Council meeting when funding allocation discussion Office at 356-5010 if you have questions. s ~~~ ~~wA Cliy~g ,,'f11@r of the P'O' b°X 3128 November 1, 2007 City of Iowa City Dale E. Helling Interim City Manager 410 E. Washington St. Iowa City, IA 52240 Dear Mr. Helling, '°~^'° c1,; ;ow° 52244 319.337 7844 Phone 319.358 gpg4 Fox hearts, org On behalf of Iowa City's Summer of the Arts (SotA), I would like to thank you for the continued support of our festivals and events. This year SotA experience tremendous growth and change. As you know, with growth and change there is always a need for additional revenue streams. The City of Iowa City's Summer of the Arts respectfully requests $60,000 in funding for the next fiscal year. As the new Executive Director for SotA, I am working towards building a stronger more efficient organization to support the amount of growth needed to take the organization to the next level. As you will see in our application a new major festival has joined our organization. The Landlocked International Film Festival is a new event with the potential to grow and expand quickly. We are excited to work with Landlocked to build another event destination in downtown Iowa City. I would like to meet with you, to introduce myself and talk about our partnership with the City. Please give me a call at your convenience so we can set up a time. Thank you for your time and consideration of this proposal. If you would like to follow up on anything please give me a call at 319-337-7944 or email, mary(a~summerofthearts.or~. Si rely, e~~~~ Mary an Executive erector fR1DAV Nq~~ ~1f~R1ES°~.~ ~5 o~ k` ~r~iC.~A~ °FdwW ~m P0.ESE~ City of Iowa City's Summer of the Arts City of Iowa City Application Community Event and Program Funding Attachment Describe the event/pro~tram and all activities that will occur: The City of Iowa City's Summer of the Arts (SotA) is entering it's third year as the umbrella organization for local events. Highlights from this years events include: ~ Toyota-Scion of Iowa City Jazz Festival -Three days of Jazz featuring local and national artists. • Iowa Arts Festival - A weekend full of art, music, family events, and international culture. • Saturday Night Free Movie Series -Each weekend families gather on the lawn of the Pentacrest to enjoy small performances and an outdoor movie. • Friday Night Concert Series -This event brings families and individuals downtown to enjoy live music in the pedestrian mall. • Landlocked Film Festival -- This fall Landlocked International Film Festival joined SotA as our third major festival. Landlocked debuted this year as the largest film festival in Iowa. Over 1,500 people gathered to watch films submitted from around the world on 5 screens located in downtown Iowa City. It was a huge success. SotA was glad to help promote the festival, and now add the festival as a regular ongoing summer event. All of the events and festivals continue to offer free, family friendly, fun programming available to the entire Iowa City community. On February 2, 2008, our first "year round programming event" is scheduled. A Jazz Documentary Film Festival will be held to celebrate Black History Month and the tradition of Jazz in this community. We are looking at ways to bring part of the festival activities into the local schools. How does this program/event benefit the Iowa City Area? The City of Iowa City's Summer of the Arts offers an arts and cultural experience which is free, family friendly and fun. Last year over 70,000 people gathered in downtown Iowa City for summer activities. Our structured programming offers activities to the entire populous regardless of background. Neighbors sit side by side with University of Iowa students building camaraderie while providing social capital to the area. Downtown Iowa City businesses stayed busy thanks to the crowds gathering to celebrate these cultural activities. Our events attract a diverse audience from all over the country. In 2006 the Iowa City Jazz Festival conducted an informal survey that showed: City of Iowa City's Summer of the Arts • 63% of attendees were from Iowa City • 22% of attendees were from other parts of Iowa • 15% of attendees came from out of state As we look to expand and work with the Landlocked Film Festival and add on even more year round programming, the opportunities are limitless. Every year these events continue to grow and attract more people from the Iowa City area and beyond. If this is an increase or decrease from previous City funding, please indicate why: SotA continues to grow with each passing season. This year we are adding year round programming beginning with the Jazz Film Festival in February. We are also expanding our partnerships by adding additional cultural activities through the Landlocked Film Festival. The additional support from the City of Iowa City will help to support the changes and growth within the organization. With bringing in new events and programming, additional fundraising dollars will be needed to support an increase in our budget. Additionally, there are operational expenses that come with this growth such as increased budget for mailings, updating letterhead to reflect 5 events instead of four, etc. Administrative office support is also needed, and will be possible with extended support from community sponsors and the City of Iowa City. ~ QG to ~~ ~n m m m g ,~ m r ~ m ~ ~ o S A n n ~ ,~. ~ ~~ ~' ~~ ~ ~° ~ ~ ~ ~ ~ ~A g w a' w~ N -~ N N O~ 8 d ~ ~ _ N OD N ~ O Oe O~ N~ w N ~ ~ ~ ~ ~ ~ 8 w -~ /J ~ N {Nr~1n~ S S O O O f: O 8N_ O N ~ A fAl1 w~ ~ O (r W W N W ~sA ~~s~s~~g~~~ss~~ F d N o. 3 m ~'u a ~o' Z A y s T N N T z 'O N m S N d p ll o~ 6 W # 1 N 1~ _f Nll O _ ~ _ + ~ a O A O D N ~ D pNf N ~ ~ pp (p (p p p ( J ~ 8 8 8 O S U1 ~ 0 0 0 0 0 0 0 N 1 O ((~~ N pp (N)1 O~~ A O A N W N (T a cNn _ 5Q~ $Q~ ~+ c~i+ g ~' 25 g ~ S g 25 r S i N O~ A O t)1 tJ -+ V N O VA pO e p N V N~~ O (~.1 N Oo ~~~~ e a?A e a o e o _ ~ ~ ~ ~~ ~ ~ o '~ R S~ v ~'o ~ a y ~ ~ ~ ° ~ N N r s ~ _; II I >I ~ ~ ~ S II~ w ~~~ s~~~~ssosg~o~~g~~~o~ V~ W pW~ (8AJ ..+ -+ (ll ~Ap ~ (pJ (p.1 A SS~ pN~~ ~ .+ NpN N p~ _. ~ W S S O O S O~ O S O O O O O O O S S O S O O S APPLICATION FOR COMMUNITY EVENT AND PROGRAM FUNDING FY2009 (July 1, 2008 -June 30, 2009 ~r , ~ ~~'~ ~ .! .~...~_ CITY OF IOWA CITY Name of eventlprogram: ADA Celebration 2008 Date(s) of eventlprogram: Saturday, July 26, 2008 Did you receive funding from the City for this event/program last year? Yes /~ No If yes, how much -July 2007 (FY08) $ 972 Amount requested from City of Iowa City -July 2008 (FY09) $ 972 Location of eventlprogram: Hickory Hill Park--N. Dodge Entrance Name of organization: Evert Conner Rights and Resource Center for Independent Living Contact person: Keith Ruff/Karen Kubby Day Phone: 338-3870/337-2112 Mailing address: street 730 S. Dubuque St. city Iowa City Zip 52240 Estimated number of individuals expected to attend: 25-50 Describe the eventlprogram and all activities that will occur: Celebratory event with speakers and food to highlight accomplishments and current challenges of the Americans with Disabilities Act. A recycling component will be built into the program. How does this program/event benefit the Iowa City area? Participants come from surrounding counties and spend the day. This event is a great opportunity for community education and empowerment. If this is an increase or decrease from previous City funding, please indicate why: no change Estimated Major Expenses Description Amount speakers and musicians $ 500.00 rental amenities $ 720.00 interpretors $ 420.00 other--media, mailings, supplies etc. $ 400.00 $ Total Budget for Event/Program $z,oao.oo List Proposed Revenue Sources Description* Requested Amount Requested City Funding $s7z.oo co-sponsors $ 500.00 Conner Center $ 568.00 $ $ Total Funding for Program $ z,o4o.00 *List public and private organizations, sale of items, etc. This application must be filled out completely. If more space is necessary an additional page may be submitted. Applications must be received on or before November 1, 2007, to be considered for FY09 funding. Please submit to: Dale Helling, Interim City Manager City Hall 410 E. Washington Street Iowa City, IA 52240 Applicants will be notified of the Couneil meeting when funding allocation discussion Office at 356-5010 if you have questions. ~ ! APPLICATION FOR COMMUNITY EVENT AND PROGRAM FUNDING ~'~~ FY2009 (July 1, 2008 -June 30, 2009) "'`~ CITY OF IOWA CITY Name of svenUprogram: Irving Weber Days Date(s) of event/program: Throughout May 2009 Did you receive funding from the Ciity for this event/program last year? Yes ~ No ^/ ff yes, how much -July 2007 (FY08) $ICPL received 53,000 Amount requested from City of Iowa Cfty -July 2008 (FY09) $10,000 Location of event/program: Johnson Co. Historical Society (Plum Grove), ICPL, and other venues in Iowa City. Name of organtration• Johnson Co. Historical Society has agreed to assume the leadership role for Weber Days. Contact person• Shaner Magalhaes pay phone. 351-5738 Mailing address: street 860 Quarry Road Cih, Coralville Zp 52241 Estimated number of individuals expected to attend: 1000-1500 for all activities combined Describe the event/program and all activities that will occur: Some elements of Weber Days wig remain from recent years, but JCHS intends to expand the program offerings to appeal to a broader audience. For example, we will consider a 'big name" speaker, bus and/or watidrtg tours of the kowa City area, a history craft show, and the reinstibutiort of a "grand finale" activity such as the ice cxeam social (with a band) that was done in the early years of lW Days. How does this program/event benefit the Iowa City area? Promoters ~ rich history of Iowa City through engaging and bra~dly acaseelble aalwreetpograme (oor~,rw the work at wir-a waver l~irbeMk ettracls vleilore a Iowa city venues iom bdh wNhin and a~hide lovMa City. ff this is an increase or decrease from previous City funding, please indicate why: ~$ ~ e" i"«'~ tO recent funding. JCHS and the oonrn~ee feel strongly that ~ wand be greatly bener«~al to lavra Ci/y b [lave a bigger event of this nags leading into Summer d the Arts. Estimated Major Expenses Description Amount Marketingladvertising $4,000.00 Presenters' fees $ 7,000.00 Refreshments, misc. $2,000.00 Supplies, decorations $ 3.000.00 Labor for event pfanning/set-up $ 4,000.00 Total Budget for Event/Program $20,000.00 List Proposed Revenue Sources Description* Requested Amount Requested City Funding $ to,ooo.oo Corporate sponsorships $ 5,000.00 Vendor table sales $ 5,000.00 $ $ Total Funding for Program $20,000.00 'List public and private orgaruzzatiorts, sale of items, etc. This application must be filled out completely. If more space is necessary an additional page may be submitted. Applications must be received on or before November 1, Z00T, to be considered for FY09 funding. Please submit to: Dale Helling, Interim Gity Manager City Hall 410 E. Washington Street Iowa City, IA 52240 Applicants will be notified of the Council meeting when funding allocation discussion Office at 356-5010 ff you have questions. li ~~~~/~///lip.. JOHNSON COUNTY HIS7nRICAL SOCIETY MEMORANDUM TO: City of Iowa City -City Council FROM: Shaner Magalh~es, Executive Director DATE: October 31, 2007 RE: FY09 Funding Request; Irving Weber Days ~~ ~_ One of the main goals of the Johnson County Historical Society is to engage the public with our county's history through exciting, interactive experiences. With that goal in mind, we recently had discussions with Kara Logsden with the Iowa City Public Library and others on the Irving Weber Days planning committee about JCHS taking a leadership role with that important Iowa City program. As noted in the memorandum from Kara, there is strong support for this change, and there will be a significant benefit to the Irving Weber Days programming as a result of JCHS making this a high priority for our organization. As indicated in our request for FY09 funding, JCHS and the Irving Weber Days planning committee are committed to developing amuch-expanded set of programs and activities for May 2009. Based on the attendance at Irving Weber Days activities from the first few years of the event's existence, and also from observations ofhistory-related programming in other communities, we are very confident that an expanded Irving Weber Days will be an even more vibrant and exciting attraction to Iowa City residents (as well as visitors from outside Iowa City). Thank you for your consideration of our funding request for Irving Weber Days. I would be glad to answer any questions you may have. You can reach me by telephone at 351-573$ or a-mail at Shaner@johnsoncountyhistory.org. P.O. Box 5081 • Coralville, Iowa • Phone (319) 351-5738 • Fax (319) 351-5310 1Z3 South unn • Iowa Gry, Iowa ~[~au-i~sw Susan Craig, Director • Information (319) 356-5200 • Business (319) 887-6001 • Fax (319) 356-5494 MEMORANDUM TO: Iowa City City Council bo FROM: Kara Logsden, Chairperson, Irving B. Weber Days RE: Irving B. Weber Days DATE: October 31, 2007 Weber Days is an annual celebration of local history during National Historic Preservation in May. The purpose of Weber Days is to bring. history alive through programs and events. In 2006 Irving B. Weber Days was moved to May to coincide with National Historic Preservation Month and the change has been positive. We appreciate the ongoing funding provided by the City Council to support the many programs offered. Weber Days is a collaboration of many community groups, with leadership from the Iowa City Public Library and City of Iowa City. The 2007 Weber Days Committee included representatives from Iowa City Public Library, City of Iowa City, Johnson County Historical Society, Friends of Historic Preservation, Iowa Project on Place Studies, Iowa City Genealogical Society, and Iowa City Host Noon Lions Club. The 2008 committee will form in December and we anticipate participation from the same stakeholders. Recently the Johnson County Historical Society proposed taking the leadership role for Weber Days beginning in May 2009, with continued assistance from the City of Iowa City and Iowa City Public Library. The Iowa City Public Ubrary supports this proposal. To this end you will find an Application for Community Event and Program Funding form from the Johnson County Historical Society requesting funds for the 2009 Weber Days programs. Please feel free to call me if you have questions regarding Weber Days. r :..~~a APPLICATION FOR COMMUNITY EVENT AND PROGRAM FUNDING ~~~"'~~~~ FY2009 (July 1, 2008 -June 30, 2009) CICI of lows CITY Name of event/program: Your l~c~r/isoy'N C'o~miSS/0~2 Date(s) of event/program: S P d9frac/~Gd Did you receive funding from the City for this event/program last year? Yes No O If yes, how much -July 2007 (FY08) $ 02 ,5'00 Amount requested from City of Iowa City -July 2008/ (FY09) $ ~ Oo~ Location of event/program: .~~ ~a~~~nC Name of organization: 70 ~ ~- ~t> ~~ Contact person: ria ~ /~ • ~ rr Day Phone: ~~'~ - .~©5~ / Mailing address: street city zip Estimated number of individuals expected to attend: ~ e ~~ ~ ~ry~ Describe the event/program and all activities that will occur: How does this program/event benefit the Iowa City area? If th~i~s, •i-s an/ increase or /deecrease from previous City funding, please indicate why: GQ / ~79-~YCSY' ~ n L~i1'Cll2 ~"5 Estimated Major Expenses Description Amount 0 1/i/ a $ .5" o. OD ~s'h $ So . ,r~~ r ~ r.-4~ G ,~s $ ab ~ Total Budget for Event/Program $ 3 Oo o . DAD List Proposed Revenue Sources Description* Requested Amount Requested City Funding $ Total Funding for Program $ "List public and private organizations, sale of items, etc. This application must be filled out completely. If more space is necessary an additional page may be submitted. Applications must be received on or before November 1, 2007, to be considered for FY09 funding. Please submit to: Dale Helling, Interim City Manager City Hall 410 E. Washington Street Iowa City, IA 52240 Applicants will be notified of the Council meeting when funding allocation discussion will occur. Call the City Manager's Office at 356-5010 if you have questions. YOUTH ADVISORY COMMISSION EXPLANATION OF FUNDING REQUEST FOR FISCAL YEAR 2009 * Summer of the Arts Global Village: $500 We participated in the Global Village event in June of 2006. At the event the YAC ran a tent focusing on the country of Ghana. We provided a beverage and several craft activities for the children who attended the event. The event provided a chance for the YAC to interact with younger youth of the community, increasing the visibility of the commission. We are requesting the same amount of money as last year to continue our involvement. The Summer of the Arts provides $200 in funding, to which the funding we are requesting would augment if needed. * Website and Advertising: $500 Last year we were allotted $500 for developing and promoting a website about the YAC. Since then, we have produced a website which offers a community events calendar focusing on youth, biographical information about members, and materials relating to the Youth Empowerment Grant. The major development of the website is complete. However, since the success of the webpage and the YAC depends on the community engagement, we are requesting funding to advertise. We advertised during fiscal year 2008 by producing flyers, pencils, and Facebook ads. We hope to continue to expand our advertising by reaching out to student groups at high schools and the university, as well as community groups that may indicate interest in the program. Through advertising, we hope to improve community awareness and participation in YAC endeavors. * Youth Empowerment Grant: $2000 We were allotted $1500 for establishing a youth mini-grant program for fiscal year 2008. Since then we have developed an application and process for evaluating and approving youth-led projects for Iowa City residents with funding up to $500. With active promotion and targeted information, the first project was approved December 12, 2007. This project helped needy families during the holiday through student outreach at Regina High School. We will be able to award several more qualified projects with funding up to $500. - Approved by YAC 1/16/08 ~ ! APPLICATION FOR COMMUNITY EVENT AND PROGRAM FUNDING ~~ •, FY2009 (July 1, 2008 -June 30, 2009) CI~T O IOWA CITY Name of event/program:Iowa Dance Fest and Iowa City Dance Labs (IDF &ICDLs) Date(s) of event/program:IDF is in April 2009. ICDLs prepare for IDF September 2008 -April 2009 Did you receive funding from the City for this event/program last year? Yes ^ No ^/ If yes, how much -July 2007 (FY08) $ "' Amount requested from City of Iowa City -July 2008 (FY09) $ 9000 Location of event/program: Old Brick, IC Rec Center, IC Ped Mall, IC K-12 schools, IC Dance Studios & more. Name of organization: Habeas Corpus AKA --tCe. x~2~inrtert~ Contact person: Mark McCusker 8 Nora Garda Day Phone: 319 400 4695 Mailing address: street 26 E Market St. pity Iowa City, IA Zip 52245 Estimated number of individuals expected to attend: 2,000 Describe the eventlprogram and all activities that will occur: 25 dance groups from across Iowa will convene with national 8~ international colleagues in Iowa City for the 3rd annual Iowa Dance Fest in April 2009. 10+ Iowa City Dance Labs directed by Habeas Corpus will create new work for the fest. All Iowa City schools and dance studios are invited. 2,000 participants are expected -audiences, choreographers, dancers, musicians, directors, designers, artists, et al. How does this program/event benefit the Iowa City area? IDF brings Iowa City arts 8~ culture groups to thousands of K-12 students and public audiences. State, national and global artists also attend... (see attached) If this is an increase or decrease from previous City funding, please indicate why: NA Estimated Major Expenses Description Amount Space Rental (classes 8 pertortnances) $ 6,000.00 Artists' Fees $ 5,000.00 Travel 6cpenses $ 7,000.00 Marketing $ 5,000.00 Total Budget for Event/Program $ zs,ooo.oo List Proposed Revenue Sources Description* Requested Amount Requested City Funding $s,ooo.oo Iowa Arts Council $10,000.00 Private Donations $ 4,000,00 $ $ Total Funding for Program $zs,ooo.oo *List public and private organizations, sale of items, etc. This application must be filled out completely. If more space is necessary an additional page may be submitted. Applications must be received on or before November 1, 2007, to be considered for FY09 funding. Please submit to: Dale Helling, Interim City Manager City Hall 410 E. Washington Street Iowa City, IA 52240 Applicants will be notified of the Council meeting when funding allocation discussion Office at 356-5010 if you have questions. Funding Request for Iowa Dance Fest and Iowa City Dance Labs Describe the eventlprogram and all activities that will occur: 25 dance groups from across Iowa will convene with national & international colleagues in Iowa City for the 3ro annual Iowa Dance Fest (IDF) in April 2009.10 Iowa City Dance Labs directed by Habeas Corpus will create new work for the fest. All Iowa City schools and dance studios are invited. 2,000 participants are expected -students, public audiences, choreographers, dancers, musicians, directors, designers, other artists, et al. What will happen: Performances, workshops and classes will take place in public venues including Downtown Iowa City's Ped Mall, Public Library, Senior Center, Robert A. Lee Rec. Center and businesses. Outside the Downtown, IDF will be performed at all area K-12 schools. More venues will include Old Brick Community Building, UIHC's Project Art, and dance studios: Kate Carol & Co Dance and Nolte Academy of Dance (negotiations underway with other studios). Outside of Iowa City, Scattergood School, in West Branch, will also provide rehearsal space and dancers for IDF. IDF is directed by Iowa City dancers in the arts & culture nonprofit Habeas Corpus on the Iowa Arts Roster. Habeas Corpus conducts Dance Labs with Iowa City K-12 schools, Otd Brick, Iowa Children's Museum, Iowa City Public Library, Iowa City Community Theatre, City Circle Acting Co., Catalyst Theatre, Connections and other collaborators. These Iowa City Dance Labs will help run the Fest as well as create and perform their new work. Iowa City funds will be used to support Space rental for performances and workshops, Accommodations and meals for dancers from outside Iowa City and Marketing. Keeping prices low and providing many free events for the Iowa City public to attend is a high priority of IDF. Other funds from the Iowa Arts Council and private donations will provide for transporting students to concerts and bringing Iowa City Dancers to local schools. Artists' fees and services will be from these sources as well. How does this programlevent benefit the Iowa City area? IDF brings Iowa City arts & culture groups to thousands of K-12 students and public audiences. State, national and global artists also attend. Economics, aesthetics and cultural tourism grow as future dance audiences and artists are stimulated by excellence. Iowa City students will see what dance education possibilities exist locally. The National Endowment for the Arts reports Dance to be an underserved art form. Iowa City can help local dance artists correct this. Mark McCusker and Nora Garda Habeas Corpus Old Brick 26 E Market St Iowa City, IA 52245 L U-0 i ~nG~~ Z~~ APPLICATION FOR COMMUNITY EVENT AND PROGRAM FUNDING ~;*~~r'~~~ FY2009 (July 1, 2008 -June 30, 2009) ~`""` CITY OF (OINA CITY Name of event/program: All-Iowa New Horizons Band Extravaganza Date(s) of eventlprogram: June 6, 2009 Did you receive funding from the City for this eventlprogram last year? Yes ^/ No If yes, how much -July 2007 (FY08) $ 250.00 Amount requested from City of Iowa City -July 2008 (FY09) $ 250.00 Location of eventlprogram: Englert Theatre and Senior Center Name of organization: Iowa City/Johnson County Senior Center New Horizons Band Contact person: Nancy Wombacher Day Phone: 337-7197 Mailing address: street 3644 Elgin Drive c;ty Iowa City Zip 52245 Estimated number of individuals expected to attend: 600-700 Describe the event/program and all activities that will occur: This annual event includes 4 or 5 bands from all over the state of Iowa coming together fora 3-hr concert at the Englert Theatre, followed by a ' reception at the Senior Center. It involves approximately 250 senior musicians and around 350 of their family and friends for a day of music and fun, including participating in the Arts Fest in downtown IC. How does this program/event benefit the Iowa City area? Benefits include additional revenue from the 600+ visitors, and it showcases our community to a significant number of folks from other areas. If this is an increase or decrease from previous City funding, please indicate why: This is not an increse or decrease from previous City funding. Estimated Major Ex penses Description Amount Theatre rent $1000 Music $ 500 Reception $ 750 Publicity $ 250 $ Total Budget for Event/Program $ 2500 List Proposed Reven ue Sources Description" Requested Amount Requested City Funding $ 250 Local Banks 8 businesses $ 500 Senlor Center $ 750 Participating Bands $1000 $ Total Funding for Program $2500 "List public and private organizations, sale of items, etc. This application must be filled out completely. If more space is necessary an additional page may be submitted. Applications must be received on or before November 1, 2007, to be considered for 1=Y09 funding. Please submit to: Dale Helling, Interim City Manager City Hall 410 E. Washington Street Iowa City, IA 52240 Applicants will be notified of the Council meeting when funding allocation discussion Office at 356-5010 if you have questions. APPLICATION FOR COMMUNITY EVENT AND PROGRAM FUNDING FY2009 (July 1, 2008 -June 30, 2009 Name of event/program: Date(s) of og` 8- 3 ~~~~~ i ~~ ...~ CITY OF IOWA CITY Did you receive funding from the City for this event/program last year? Yes No 0 00 If yes, how much -July 2007 (FY08) $~ A~© ^' oa Amount requested from City of Iowa City -July 2008 (FY09) $ `0©CJ '- Location of event/program: Name of organization: Contact person: Day Phone: 3 3~ -O y~ Mailing address: street S• city 4 zip Estimated number of individuals expected to attend: ~~6~ ~ z ~ ~ o ~ Describe the event/program and all activities that will occur: ~~ ~e~~ c me~~ ~~a _ UC~-~ d~ ~ If this is an me ~._ s-a....~ ~ .. itv fun ma. please ndica e Estimated Major Expenses Description Amount b ~ Dd ' $ S~ $ ~ Total Budge or Event/P ogram $ ~ a ~ ~-- ysc~ U.e ~. !~. ~ vS~ s1.~ tr'~.`~ List Proposed Revenue Sources Description" Requested Amount Requested City Funding $ ~ $ D ~ $ Total Funding for Program $ ~o ~ 'List public and private organizations, sale of items, etc. This application must be filled out completely. If more space is necessary an additional page may be submitted. Applications must be received on or before November 1, 2007, to be considered for FY09 fundin .Please submit to: Dale Helling, Interim City Manager City Hall 410 E. Washington Street Iowa City, IA 52240 Applicants will be notified of the Council meeting when funding allocation discussion Office at 356-5010 if you have questions. How does this program/event benefit the Iowa City area?_ ~~e ~ ,L'~ ff'7 °~ea-~• LABOR DAY RALSTON CREEK FAIR AND FLEA MARKET REPORT 2007 INTRODUCTION: The Ralston Creek Labor Day Fair and Flea Market is an annual event sponsored by the Extend the Dream Foundation in cooperation with Iowa City Antique Dealers, the Iowa City/Coralville Visitor and Convention Center and the City of Iowa City. This was the sixth year of the event. The purpose of the event is to provide a labor Day community activity for Iowa City and surrounding communities. For the sponsors. the event serves to acquaint newcomer's et al with the southeast business and entertainment district of the community, including our own Uptown Bill's small Mall. The type of vendors also serves newcomers, especially student needs, for inexpensive furnishings. PLANNING COMMITTEE This years planning committee included Thomas Walz, chair; Bill Ackerman, co-chair, Bill Barnhart (community representative), Mitch Rotman, University representative and David Morice (EDF representative). The sub-committees included advertising, music, food and logistics. LOCATION AND LOGISTICS The area reserved for the event included Maiden Lane, south of Court Street and Harrison Ave to Linn St. The City of Iowa City assisted in cleaning and reserving the streets for the event. Area businesses and St, Patrick's Church lent parking spaces. Several area businesses remained open to serve visitors (e.g. Faldo's Pizza, Antique Mall, Papa Johns Pizza). The event was open to the public from 8AM to 3PM, with dealer set up beginning at 5:30AM. Student groups and the Iowa City Jaycees assisted intake down and clean up. ASSESSMENT Over 25 dealers signed up and set up for the Flea Market, not including several community groups and young peoples groups that either sold pastries as a fund raiser or in the case of the former distributed information about some cause. Three local musicians offered their services for a modest contract to sing at the event: Guy Drollinger, Rick Vornbrock and Jason Ray Brown. In addition, David Morice put on his Dr. Alphabet costume and handed out balloons to all the children (promoted as a Balloon Fest). Faldo's Pizza and Casual Catering were the primary food vendors. The event was well advertised both locally and outstate. Articles or advertisements appeared in papers in Washington, Tipton, Cedar Rapids, Anamosa, Monticello, Quad Cities and Williamsburg/Marengo . Locally the Press Citizen, the Gazette and the Daily Iowan had ads. The Press Citizen covered the event and had a nice article with pictures in the paper the following day. It was evident that the event is catching on. The number of vendors was up 30% and the number of visitors was up about 25% from 1250 in'06 to 1500 this year. Volunteer spotters estimated that about a quarter of the visitors were from outside the immediate Iowa City/Coralville area. The experience of putting on the event was also evidenced by the smooth set up and take down of booths,etc. and the satisfactions voiced by the vendors. Only one vendor, who merchandise was overpriced, expressed some unhappiness at not selling more. The committee in its post event meeting felt that the event went better than expected and was worth continuing next year. They determined that the increase in vendors and visitors was a function both of the weather, the increased advertisements and the recurring nature of this event. FINANCING Overall, the event cost about $2200 to put on. The major expense was advertising followed by contracted musicians and rental equipment (satellites, tents, helium for balloons, tables, etc.). The main funding source was the City of Iowa City with some possible support pending from the Iowa City/Coralville Convention and Visitors Bureau. Revenues from the vendors amounted to about 25% of all revenues. A small shortfall in revenue was picked up by the Extend the Dream Foundation. HISTORICAL RECORDS Several volunteer photographers in addition to the Press Citizens photographer captured the visual activities associated with the event. These are kept as part of the historical record of the Extend the Dream Foundation. For more information or questions contact either Tom Walz (530-8765) or Bill Ackerman (430-3737). Rre~s-Gttlxen /Dan NlWlan~son Iowa City resident Rachel Brathwalte looks through some of the items fAr sale Mond~yr at the Ran Greek Antique Flea Market behind l~wh I~III'S Snail NI<~H In Iowa Cit3+. Bp Drian Mereiil tows City t'~ss-Citizen With a range of what she described as country Americana, holiday and early advertising items displayed on tables in front of her white van, antique vender Colleen Frese said her cus- tomers were energetic and inter- ested in quality on Monday. "There is some negotiating for better prices. Everyone likes a bargain," the Cedar Rapids res- ident said as a woman tried to talk her down from $42 to $40 for a small wooden table. Frese vends at about 25 shows a year and has a shop in Smokehouse Square Antique Mall in Amana, but on Monday she was working the sixth annu- al .Ralston Creek Antique Flea Market. She was one of about 30 ven- dors lined up in the alley just west of Uptown Bill's Small. Mall, 400 S. Gilbert St., alpng the creek on a sonny, and at tunes sizzling, Labor Day morning and afternoon. Aare than ~,0~ peop~ s~er~ sunny holiday browsing, bargainit~ and buying at flea market i~ity Iirss-Citizen a range of what site as country .Americana, y and early advertising displayed on tables in iror+ er white van, antique vende " lleen FYese said her cu: .•tomers were energetic and inter ested in quality on Monday. "T'ttere is some negotiatin; far better prices. Everyone like a bargain," the Cedar Rapids res ident said as a woman tried tc talk her down from $42 to $4a fo; a small wooden table. F~ese vends at about 2E shows a year and has a shop it Smokehouse Square Art e .Mall in Amana, but on Mon she was working the sixth artnu- al Ralston Creek Antique P9ea Market She was one of about 30 ven- dons lined up in t3te alley just west of Uptown Bill's Small Mall, 400 S. Gilbert St, along the creek on a etiutcty, and at times sizzling, Labor Day morning and afternoon. The people who spearhead the Small Mall put on the event "We started originally ,just to introduce per~ie to the Mall," said'lbm Wald, who i$ tie leader crf ~'a a~ helped coor- dinate the event, a noxrpa~it that assists hanctlpad a~td dis- abled people. " , ~ the long ~, Abe we~i beneFt" Walz said the goal is for the vendors to be successfW and to `rave a pleasant event The Small Ytall featut~es trine businesses >wned and operated {~• people, and must of ttt >art in Monday's event w~h their iwn stands. "I think the dealers are doing ~ery well, and I think the nine dependent businesses ... are '.oing well," said Walz, who also See M~1R4tET', 4~1 More than l,Ut~ people send sunny holiday browsing, bargaining anal buying at flea market were sa~a~srs we ~ aaa sir Q-8 ad-'ce from its rpaidswls, Hoover ~ the averwhda+i~ re~rction to the pt+gject i~mtr red[- dents centered on the need for meeting space. The dra~-iif®s show conference and me~ag rooms; one has a think the big 19~{ is iris going to give the ci~+ ed~l~ a place to gather," Horwer add. The plans also include room to expand into a recreation cen- ter, Hoover said. Altlrou~- the t+ec center is planned for the fugue, Grate said he thitrl~ the city should try to build it at the same time as the library. The question tstrv is whet$tec such a small cot~nunity c~u afford the price ~ A .~ h1 PrNe-Ct~ee / ~ ~w~n Lsrre Mae~ver, prtil~leat eri' 'tlls A-tlte F~ieeds a~ the Litrrery, sheers aye e~ 1Me ~rs~r~sed looedio~ for a new ernrnd c~nwa~- oer~er In Snd~ter. The locatlsn orrtr fs reed as a main- Iitre~er's 1lr~tt yacd a> Much mnngr ~ >~ 1 hopes the d~+ eau rnettfh of the overaY cxrst tilxor~nrrh Ott money. P~ndsaisirig ~ortirbeen extended to neal~y t and Monroe tows, vrlrose; rasids alilo wotal+l be served ~' the , Hoc trahi. 1ti h~ be carted ~e Atf+>a~e l~ubitc L~rru3+. calmed it will serve 4,~D in tilts az+ea. said ere knew the prof act would "You can only raise so much money selling cookies and d movies in the park," she said. "In a small community - we don't have a major business bete -there's dot someone you can Sct to and say, 'Give us a mil- lian dc~rs.'" (3t~e said he hoped fundrais- ing issues wouldn"t put too much of a burden on the library project But, he said, a new dev~Opment would add money into the city's tax coffers, perhaps making it easier to support projects like the library. Developers have submitted plans for an assisted living center for seniors on the very west edge of town near the post office, he said. The project, still in its early stages, is under review by the city's zoning commission, Grate said Market was the It>ime director of the IJnivcir~it~r of lows Schs~al of Social Work. "Tire question is, is this Frtie a :l,~bci~r Day vacu- utt-?' And I'd say, `Yes, it is.'" G Winer was one of about l,ti~ pccple who came out fur idle market, which is about 9~0 avmt~e fhan the rnutrlrer who ta9t fir, Walt said. Pier' w~ shopping for iar particular early i~~~~qr atm~ri, brit when she spy a rr planter, she d it wed tisake a nice lath ot- of bird "I very ~t~eh etljoyed it," the West Liberty resident said. "There is a lot of different ven- dors, good food, good music." Bill Ackerman, of Iowa City, has been dealing antiques for neativ 40 years. He helped line up the vendors and had a stand of his own. He said furniture appeared to be the popular item Monday. "It's what you hope for. It's been absolutely textbook per- fect as far as crowd, as far as weather," he said. "The crowd has hung in here all day. ... Every time I turn azound, a chair or table ie going out to someone's car." He said he sold about ti0 per- cent of what he brought, includ- ing the big ticket item, an early 1t14Us oak dresser, going for $110. "The name of the game is keep ~~~~~ gpy~ °' ~t, / _ 4 .. .. ..S Bettentfarf restdsrtt Aa~lber F at of Bie sale hilotldatr at ire soh atttwal Ra1~n Creek l UptoNm Bgl's $ma~l MaN M ht+~r City. ! 1 APPLICATION FOR COMMUNITY EVENT AND PROGRAM FUNDING ~;'° ~' ~ FY2009 (July 1, 2008 -June 30, 2009) „'~'"'- CITY OF loo\'{\ CITI' Name of event/program: ~ l F l ~ ~~_Fi4-iV(11~U I Date(s) of event/program: ~FP'T~ItiI'gF-2 ? r~Y~S ~ ~d~ '~ ~e dk i -wd~ D1d you receive funding from the City for this event/program last year? Yes ® No If yes, how much -July 2007 (FY08) $ ~On. Amount requested from City of Iowa City -July 2008 (FY09) $ S. Df')n Location of event/program: ~/(~1r~rru,~ ~t~-~inr1~ da~A~-~-~-n ~y~ Name of organization: J~~~=~- Contact person:~~(~ W1P ~ ~ i,51,~; v Day Phone: ~ ~(~- ~ S5 ~~ .~ `~3 Mailing address: street `Pn `~~ Q3 city .~u)a ~-~+n zip i Estimated number of individuals expected to attend: pt YD 1~Ytc~ `~~(~~ -~n r r~ l ~ -2~ey~~s ~,,~c~ Describe the eventlprogram and all activities that will occur:. COOIG riqq d~-Y/to5~ Gh\.~cit~e~~-s ~vev~-fis o~v~d ~o~,r-'v~.-Mu~n.>~s. ~oes this program/event benefit the Iowa City area? -This ..eye-~ ~ tnr mA --tic~; -~~ .. ~ .. ., ~ C~ this is an increase or decrease from previous City funding, please indicate why: )nG~eas~ . ~D ~ n1~rr1 i v- n-I,:nv- Estimated Major Expenses Description Amount ' V1 $ 000 $ 00 S $ OO rL I e. $ ' ,~ $ ~ Total Budget for Event/Program $ List Proposed Revenue Sources Description" Requested Amount Requested City Funding $ pp a -2 ~ $ O _ ,~ $ O $ Total Funding for Program $ ~ *List public and private organizations, sale of items, etc. This application must be filled out completely. If more space is necessary an additional page may be submitted. Applications must be received on or before November 1, 2007, to be considered for FY09 funding. Please submit to: Dale Helling, Interim City Manager City Hall 410 E. Washington Street Iowa City, IA 52240 Applicants will be notified of the Council meeting when funding allocation discussion will Office at 356-5010 if you have questions. ~r.~ __ , The Johnson County Local Food Alliance presents .~y Join us September`6~` - 9`~ for these great- events: The jCLFA Benefit Culinary Walk Savor gourmet hors d' oeuvres from our. areas greatest chefs Food on Film at the Englert Theatre Catch the Iowa City premier of Eat at Bilt's: Life in the Monterey Market Earth Expo at ZJ Farm Tour the farm, get greened at the exhibits and enjoy the Broke Out Steppers There's more! See the Schedule of Events inside! ,. Press-Citizen .f ... ~,,,_.~.~ ~,, ,~ ~„ '~ ~- 1~ Meet the Johnson County Local Food Alliance Host and beneficiary of Field to Family '07 he Johnson County Local Food Alliance (JCLFA) wants to help you get up close and personal with your Natermelon. Your spinach. Even your warm, melty cinnamon rolls. Why? Because we know that more and more people want to feel connected to their food and to their farmers. Because we know that you want food that is: Fresh. We're talking strawberries that are still warm from the sun -not chilled into submission iom their 2,000 mile journey to your table. Healthy. Food that is good for you, good for the land and good for your community. Food you can trust. LOCa~. When you buy food from your neighborhood farmer you help build your community. It's simple: Local purchases help keep money and other resources close to home. That is why The Johnson County Local Food Alliance (JCLFA) is proud to welcome you to the Sixth Annual Field to Family celebration. Since its debut, this event has actively promoted local food, healthy farms, good eating and vibrant communities. ?. Proceeds from benefit events will be used by JCLFA to build a healthy local food system for our area and to raise public awareness about the far-reaching benefits of sustainable food and farming. For more information, visit the JCLFA website: www.jclfa.org ~~~°~ ~° o , ~, { ~~c~<' Fao~ ~~~~G P'°)CCSS_~tj7R11 Cover Design and layout by Jill Orness, Iowa Ciiy Press-Citizen Creative Services Dept. Content and photos „„..„,.„,...,,, provided by Leah Wilson, Johnson County Local Food Alliance Coordinator, New Pioneer Food Co-op, Earth Expo and Edible Iowa River Valley. Publishes Tuesday, September 4, 2007 in the Iowa City Press-Citizen. 2 -Field to Family 2007 • ltivesday, September 4, 2007 r •i+ . y, s ~~~15!\ ~ ~~~ ~~ .:, [~`~. Dave Bart Red Avocado Navigate your map of this year's Culinary Walk booths and get rewarded along the way with some of the most exquisite hors d' oeuvres you'll ever taste. And don't worry, you won't get lost -just follow the tantalizing azomas! All of this yeaz's chefs in the Culinary Walk aze committed to a more local and sustainable way of eating. They don't just cook up fabulous food, they think holistically about how what they do is rooted in this (our) place. They encourage food production that is more wholesome for our landscape, and food that is fresher, tastier and healthier than what comes to us from faz away. And by using and promoting our area's agricultural resources, our featured chefs also help nourish a vibrant local economy, where more of our food dollars stay in our communities. Sound Satisfying? Tickets are limited, so buy them now at either New Pioneer Food Co-op locations. PRIVATE PARTI E~. Wt-1 ~'!)ME ~_ ~~~7,t~,~ ti o,= r~ } ~~ xYm f ~ ~, t, +- '~ -~• r ~~"' '"-'aas~ +~x ~~" j~ ~ ~,K.~ ., } - ~ µl ~,~,' - ,~' ~ ~ ~'~ r ;.:fir;~, .. k:~ ~ t,' ~, ? `~ t. { r~ ~. tic' ~. ; '- y i rr~ir~S Leah Wilson is a founding member of the Johnson County Local Food Alliance and has been the coordinator since its concepflon in Leah Wilson 1994. Inspired JCLFA Coordinator by her family heritage of farming and self- sufficient living, she delved into the field of Environmental Geography as an undergraduate and graduate student, and has spent the last seven years focusing on sustainable food systems. Leah and her family grow their share of weeds, she says, but manage to harvest a pleasing amount of food for their family. Leah's little experiment includes heritage poultry and a few spirited Alpine dairy goats for milk, kefir and even cheese. "I couldn't classify myself as a farmer. I don't work hard enough!" Leah notes. "But my family has come to rely on the food we produce, and we have all benefited in innumerable ways. It pleases me that we know how our food is grown and that our animals have been treated with respect from start to finish. I like that our kids get more excited by real frogs than a frog on TV, and that the distance our food travels-this percentage, anyway- can be measured in footsteps." Leah says the experience of growing food has changed the way she views the food system. "I get excited to think that the work I do as part of JCLFA helps more people to become engaged eaters." Whether iYs growing your own food or supporting the farmers who grow it for you, Wilson suggests a return to the simple and sustainable food values that keep our bodies and communities strong. "ThaYs the goal of JCLFA. We want to build healthy food communities-and celebrate them!" ORGANIC GREENS ~~°~!~ R.~J Nt~ Mother Nature's Nutrition on a Mission o~lsa Organic sprouts are delicious and super nutritious: Organic Greens offers: - mildly nutty SunfiowerGreens -garden fresh Snow Pea Shoots - spicy Dalkon Radish Greens - oh, so healthy Wheat Grass and natural nutrition for your pets, Pet Grass Available at New Pioneer Coop, Everybody's and Foods Naturally Grown by James Nisly in Kalona for fresh delivery to the local food markets and your family's table. Field to Family 2007 • Tuesday, September 4, 2007 - 3 Dave Weiseneck Motley Cow James Adrian Atlas Schedule JCLFA Benefit Culinary Walk Thurs., Sept_ 6, 5:30-8:00 p.m. Downtown Iowa Ciry $25/person; 6 & Under FREE ..tickets. at New Pioneer Food Co-op stores Come taste the culinary fusion of Iowa City's leading chefs. Crt the F2F '07 Culinary Walk 5ept6 in downtown. Iowa City. Savor creative new approaches to hors d'oeuvres from Atlas, Devotay, Motley Cow, New Pioneer Food Comp, The Red Avocado, and Urb Garden. Your $25 ticket is a donation to the good work of the Johnson County Local Foods f. .Earth Expo and Edible Iowa River [alley host Food on Film Fri., Sept. 7, 8:00 p.m. Englert Theatre $10 Adffiission 221 E. Washington St., Iowa City Join us for he Iowa City premierof Eat at Bill's: Life In the Monterey Market, an uplifting account of owner Bill Fujimoto's quest for pertect fruff, engaged customers and vibrant family farms. We'll also unveil selections from Framing Local Food, a local photography contest that puts the focus on local food and agriculture. Tickets are available at www.englert.org. vew the trailer at: www.tangerineman.com /eab.htm New Pioneer Food Co-op presents IC Farmers' Market Cooking Demo'. Sat., Sept. 8, 9:00.-11.00 a.m. Washington do Van Buren St. Iowa City • FREE Never a dull moment with local salsa king Tim Palmer of Cloves-Hill Creations! Join Tim Palmer as he whips up vibrant entr$es, salads, and condiments using food from the day's market. No doubt Tim will be putting .the grill to work making fabulous samples. Pk~R e~lihle ~oodco~op l>t1~'A (2lVER Vi~LL.E1 M pdE1 ~,~..~ 4 .. of Events The Coralville New Pioneer Earth Expo presents The Iowa ChiIdren's Museum Food Co-op presents Edr'rh EXpC Cat -and Earth Expo presents A Local Sample ~ Farm Know it? Grow it! Extravaganza! sat Se t. 8, 3.00-10:00 m. p p' Sun., Sept. 9, ll:oo a.in - 5:00, p.m. Part of Moue it! Dig it! Do it! Sat., Sept. 8, 11:00 a.m.- 3:00 p.nn. $5 suggested donation Johnson County Fairgrounds City Center Sq., Hwy 6 W loll 2nd St. • Coralville • FREE Tour ZJ farm with organic grower Susan Jutz Then (earn how Yo apply Grab your kids and some sunbiock - - Savor the local flavor of featured green principles in your yard, garden and home at educafional displays, the Johnson way to and make your ~ County Fairgrounds for Move itt Dig it products from. the area. Taste your way throw h the aisles of fhe Coralville g and see demos of vermi-compdsting Do ffiThis event, put on by the Iowa Children's Museum will keep your. Co-op and try heats from local (Yes, real worms!), environmentally: friendly architecture by Rockwell family occupied for hours with businesses like Cheryl's Fresh Salsa, Organic Farmers Ali Natural Creamery Collins and more. Potluck at 5:30 p.m., activities like digging for buried treasure, making your own garden. , Greens, BE Caramels, La Casa and at 6:30 p.m. live music. by the Broke-out Steppers and a premier stone, riding in a twg pulled by Restaurant, Oasis Falafel, Wallace Winery 8c More! Come out and show dance pertormance by Poetic Crydesdale horses an more. As part of this event, Field to Family hosts your support for area businesses and Rebound Pertormance Company. ~~~ bring a main dish as well as a Know H? Grow Itt Here's a chance for get a taste of Iowa's best! beverage and place settings. For .kids to learn about weird and wonderful heirloom veggies and use directions, visit: www.zjfarms.com/ html/directions.html. See page 6 to them to make fheir own taste-0f- learn more. summer salsa! P~I'~S-~L1Ze11 ~- ---i ~~~ ~ a#N~c ~~~~~~Y Cm of IoK~n GTY T0i'~'~d~°" Meet Earth Expo EarthExpo is a green festival in the Iowa City/Coralville area, designed to inspire eco-savvy citizens and environmentally conscious living through education about key environmental issues, and local environmental organizations and services. Earth Expo recognizes that promoting healthy, sustainable agriculture is a core environmental issue and is proud to participate in this yeaz's Field to Family. Earth Expo is an endeavor of The James Gang. Iowa Network for Community Agriculture Celebrate Field to Family 2007 by thinking Globally and Eating Locally! Help make a difference. Join INCA Promoting relationships among people who are developing local food sources that are safe and www growinoa.org healthy for people, the land, and all creatures ~ k~~: ~~ t~;ir ~ 4 cf., .. _ -. Earth Expo at ~.~ farm Sat., Sept. 8, 3:00-10:00 p.m. 3:00 Exhibits open, Farm Tours begin 3:30-5:30 Green Speaks (meet the movers and shakers) Fred Meyer, Backyard Abundance Learn ways to make beautiful ecological changes that will green your backyard. Matt Levine, Natural Business News The missing ingredient: Informed consumers! Learn to shop smart and save the planet. Rockwell Collins Learn how Rockwell Collins is LEEDing the way towazd greener building design. 5:30-6:30 Potluck 6:30-7:30 Live Music by the Broke Out Steppers 7:30-8:15 Live dance performance from the Poetic Rebound Performance Company 8:30-10:00 Live music by the Broke Out Steppers www.earthexpo.ws we know all tine best spots. 900 First Ave, Coralvills 337-6892 www. iowacitycorslvills.org 6 -Field to Family 2007 • Tuesday, September 4, 2007 '„ ~ T"~ k .~` ,. "' V.~ ~ ~~ 5 , ~ t~_ . F~.k'}{ to 2'1'~ ~ ~~ + "" r - ~ ~ ' ':c `c ..~ >r ~ ~ 1 ~1 _~'! 1 )~ ~' t`Y'y4'•~ '~` a ,~ k • • ~ ~ • • Meet Ed/ble Iowa River Valley Edible Iowa River [alley is a seasonal magazine that celebrates the abundance of Eastern Iowa, from the bluffs of Decorah to the Des Moines metro area, and from our Mississippi river towns to our fertile farms and fields. We showcase the family farmers, chefs, food artisans, farmers' market vendors and other food-related businesses for their dedication to using the highest quality, seasonal, locally grown products. If you love food that is raised with care, prepared with passion, and served with love, then you'll love the people, places and stories of Edible Iowa River Valley. Learn more at: www.edibleiowarivervalley.com • Healthy Food • Diverse Farms • Vibrant Communities To research, develop and promote profitable, ecologically sound, and community-enhancing approaches to agriculture Sept. 23: CSA Garden 8z Harvest Celebration, ZJ Farm, Solon Sept. 30: Agroforestry, Red Fern Farm, Wapello Od. 28: Corn Picking Festival, Farming with Horses, Plainfield More info: www.practicalfarmers.org, 515-232-5661 edible IOWA RIVER VALLEY Contemporar~~a~anese Cuisine 7n IJCie mart Of Dolvntown 7otiva City l~ ..~-- `~ ~: ~, ~I~. ®~ k s x a ~. i ~eawe 219 Iowa Ave, Iowa City, IA 52240 P. 319.351.5125 ~. 319.351.5126 Check out our website for seasonal menu changes www.takanamifusion.com Field to Family 2007 • Tuesday, September 4, 2007 - 7 ~. ,_.._....«..~.....~..._..._......-,_~.. k ~ _ ~ ~~ 31:~~~~~~8 9~~~~7~7`'~1 -a. gourmet dinners with arl ~lnpha~is on FRESH,. ORGAt~'IC, and LC~AL . .. . .. ~ . 327 EAST MARKET STREET IOWA -CITY One Twentc~ Six Exquisite dining in a casual atmosphere We showcase a diverse and comprehensive wine list with wines from around the globe! We host wine tastings, bridal showers, rehearsal dinners as well as business conferences in our banquet room. US Bank parking lot is exclusively reserved for 126 patrons. ' 126 E. Washington St • Iowa City • 319-88'7-1909 www.OneTwentySix.net • email: info@onetwentysix.net So fresh, you'll want to slap us! _,, ~~~~ DO FRIENDS St ;HOOL Established 1890 College Preparatory School .Serving grades 9-12 Experiential Learning .Engaging Curriculum .Diverse Community Healthy Peer Culture .Creative Thinking and Problem Solving Environmental Stewardship .Organic Farm .Native Prairie 1951 Delta Avenue, West Branch, Iowa (319)643-7600 1(888)737-4636 FAIR GROUNDS COFFEEHOUSE 345 S. DUBUQUE ST. ~ ~i R ~ Ro vlvpf IOWA CITY, )A 5224U ~~ 319.338.2024 ~_„_, Independently owned and operated, Fair Grounds Coffeehouse is lows City s only 100% Fair Trade Coffeehouse and vegetarian cafe. Fair Grounds proudly offers the community 100% fair trade, organic and shade grown coffees and espresso, fair trade NUMI teas, real fruit smoothies, a large selection of creative hot, iced and blended drinks, and adaily- changing bakery menu that includes cakes, muffins, biscotti and cookies, all suitable for vegans. Fair Grounds also features an outstanding selection of Vegetarian and vegan fare that includes waffles, French toast, double-grilled panini (sandwiches), and baked goods. There are often gluten-free baked goods, and gluten-free waffles are always available. ~> rt , Iville~_Il'~Cit i.com Everything is prepared from scratch when you order, so please allow 30-45 minutes for food orders during peak hours, especially with large parties. Call ahead lunch orders are encouraged and to-go orders are welcomed. Vegans have a choice of four different freshly made Vegan Cow brand cheeses, including Vegan naC110S~ And always, Fair Grounds does not charge extra for soy milk! s~ Open Tuesday thru Friday 6:30 am to 8:00 pm Saturday 8:00 am to 8:00 pm * Sunday 8:00 to 6:00 pm vegan cow FREE WiFil * www.fairgroundscoffeehouse.com APPLICATION FOR COMMUNITY EVENT AND PROGRAM FUNDING FY2009 (July 1, 2008 -June 30, 2009 Name ~bf event/program: b ~~~~ CITY OF IOWA CITY Co m~tnun i _kr 1 rr9 Orc.~i Date(s) of event/program: November ~ I t ~C ~ ~ art ~~ a,00$ Did you receive funding from the City for this event/program last year? Yes +~ No 0 If yes, how much -July 2007 (FY08) $ 3 00. O 0 Amount requested from City of Iowa City -July 2008 (FY09) $ JrDO.O 0 Location of event/program: ~l'1~(eY'~ Thea.~er -- ~o wa. CL"f Name of organization: Zoe- C 1~4 eoYYl-'YI.U Yl ! ~ U ~r i Ylq OrC.~teS~[ rd. Contact person: ~0>7~a- IN~ar51~-.1 l Day Phone 31q~ 3 3S' 35(, 5 3t9 330 8O5 ecl~ Mailing address: street l33 ~ Lei. a,-r" S~'fee~ city ~o ~ C ~~' ~ zip 5aa~{5-~OD ~ Estimated number of individuals expected to attend: 3Jr• D uer C-OI'LC,Gr"`~ / ~'D ~ 'f~O~CZ~ 7 Describe the event program and all activities that will occur: ale 2CCSa t~er~ro r rn5 'two ~~ee UonCer'E? and ons. How does this program/event benefit the Iowa City area? T)le5e concret^f5 e~ri ch -~-he ~'nus(cd.l er;er~ce. av i ~a~Ole in ~o Ci . P sue, ~a e or Gene ' to e~kuv' i ~- poi 5i3 and t iv 1ri nc~~+n. o5ers We a_i-e. ash,' ~ If this is an i~rease or decrease from ~reviou~ City funding, please indicate why: t ora.tl i~nererase_ c~ o~Ob•D o ko sever a'h. honorar i utm. For our feat' cared composer ~s eest Estimated Major Expenses Description Amount Cct~ cast hor~ora.ri u rn $ 3 ~ 0.00 ~'Y1 ~ e re Yl'~ e- $ t o 0 0- o p c~ i $ 300. o0 C,~,rn ser onor~.r $ Apo • ©o r m rl rl i ri $ t o 0• c~ b ota Bu a or vent/Program $ o List Proposed Revenue Sources Description* Requested Amount Requested City Funding $ 500. O 0 Metmbet`s uer $ a~(oo . 0 0 $k5 11eSS~l out ~ $ `(q0 - o b Zndir-c,1 a, d r5 $ a.5~5 • o0 Total Funding for Program $ (~ ~ D a "List public and private orgarnzanons, sale or items, etc. This application must be filled out completely. If more space is necessary an additional page may be submitted. Applications must be received on or before November 1, 2007, to be considered for FY09 funding. Please sub ...... s..M. Dale Helling, Interim City Manager n ~ (~y ~ tt V t City Hall IVt 410 E. Washington Street 1'~ NOV - 1 2001 Iowa City, IA 52240 1 1 Applicants will be notified of the Council meeting when funding allocation discussion Office at 356-5010 if you have questions. Concerning this application for a sum of $500.00 to support the appearance in either November 2008 or April 2009 of a soloist with the Iowa City Community String Orchestra, and the inclusion of an Iowa composer in our 2008-2009 programming. The Iowa City Community String Orchestra invites a soloist to perform with the group once each season. We pay a soloist's honorarium of $300.00 Typically this represents a fee significantly smaller than a reasonable fee for a professional musician's participation, but we have bee heartened and delighted that area professionals are eager to perform with us. The musical benefits of such collaboration for the orchestra's players are incalculable. The rehearsal time enables ICCSO members to see and hear how a fine professional works to prepare in detail for a performance. Members are able to meet with the soloist and to discuss questions of musical interpretation and technique, an interaction that is both invigorating and inspiring. The audience benefits as well from seeing and enjoying the collaboration of highly skilled professionals with their friends and neighbors. Children in the audience who may be taking music lessons can imagine themselves as participants in such lively community music-making in the future. Indeed, sometimes children in the audience are the students of a featured soloist, and can enjoy seeing their teacher in the exciting and inspiring role of a concert performer. In addition, the ICCSO has, since 1999, programmed pieces by Iowa composers into each season. This has many of the same musical benefits as including soloists on our programs, but requires an honorarium for the composer and parts fees. Please see below for lists of recent soloists and Iowa composers included in ICCSO programming. Recent soloists: April 2007, Philip Wharton, composer and violin soloist "Oh, But Everyone Was a Bird" April 2006, Christine Rutledge, professor of viola, The University of Iowa "Evocations' by Michael Kimber, a world premiere November 2005, Katie Wolfe, professor of violin, The University of Iowa Violin Concerto No. 1 K. 207 by Wolfgang Amadeus Mozart April 2004, David Evenchick, head of cello program, Preucil School of Music "Elegy and Humoresque" by Rudolf Matz April 2003, Miera Kim, violin, member Cedar Rapids Symphony and Nathalie Cruden, viola, member Cedar Rapids Symphony Sinfonia Concertante in E-Flat Major K. 364 by Wolfgang Amadeus Mozart May 2002, Hannah Holman, cellist with the Maia Quartet, The University of Iowa Concerto in C major by Joseph Haydn November 2001, Alan Lawrence, percussion, member Cedar Rapids Symphony Concerto for Percussion by Darius Mulhaud Apri12001, Charles Wendt, progresor emeritus of cello, The University of Iowa and Carey Bostian, cello, member Cedar Rapids Symphony, and conductor Iowa City Community String Orchestra Concerto for Two Cellos in G minor by Antonio Vivaldi Iowa composers: November 2007 "Shrouded Reminiscence" by Eric McIntyre Apri12007 "Oh, But Everyone Was a Bird" by Philip Wharton November 2006 "Hibernia Suite" by Linda Robbins Coleman April 2006 "Evocations for Viola and String Orchestra" by Michael Kimber November 2005 "Rough Hewn and Silky Smooth" by Ralph Kendrick November 2004 "Celebration Fanfare" by Michael Kimber April 2004 "Tango for String Orchestra" by Jerry Owen December 2002 "A British Serenade" by Philip Wharton Apri12001 "Sunday Afternoons" by Donald Justice April 1999 "In Summer Season" by Richard Hervig APPLICATION FOR COMMUNITY EVENT AND PROGRAM FUNDING FY2009 (July 1, 2008 -June 30, Name of event/program: ~ 1 i1 D '?" Date(s) of eventlprogram: ~'1 i^` ~~~ CITY OF IOWA CITY Did you receive funding from the City for this event/program last year? Yesiec No O If yes, how much -July 2007 (FY08) $ ~ 500 Amount requested from City of Iowa City -July 2008 (FY09) $ I ()a Op O Location of event/program: Name of organization: ~ ~ (t` Contact person: ~L-~1 f1 m t 1 (e ~' Day Phone: ~ C1- ~~~5'- ~ 7S~ Mailing address: street :~ ~5 ~ 1.~~.s~l~na~-~-~ cv+ city Y L ^ C ~~~- zip S~(o~S ~) ~ Estimated number of individuals expected to attend: Describe the eventlprogram and all activities that will occur: ~ , ~ t,0o f k S . i c 11, ~ cl f e n ~ S t ; ~ ~~ P 1 ~ P __ l How does this program/event benefit the Iowa City area? Z + i s +}to y ~h ~~ ~~ ~ u '~ ~ ~ wow k ..~51ti~w ra h. ~~. ~ .~ ~'cee~ ~' o u 1 ~ -~- h a,,~- a-~-~e. f~ If thisllis anL increase or decrease from previous City funding, pleasee indlicate washy: ~ i1[.t~C4S~ Zfli-1d.T~©(~ ifl ~CS~$ - C~JC~je.C~E~ ~f~USC r~f~ -r.~r~rlin~~ t~brr\ (~f`~Ura.~e/ SftTC(' U~ 'fn °~Gtkniea.~ D(`D~~e-rri ~~ lagf ~A~S S D Estimated Major Expenses Description Amount ~ ; t~ S $ t ~ ~(~ $ 1 ,, 1 $ i 1 ~ ~Or1 $ e $ S Total Budget for Event/Program $ `7 ~ List Proposed Revenue Sources Description* Requested Amount Requested City Funding $ ~-~ $ 5 C ~ ". $ e f $ Tota Funding for Program $ ;~~j *~ist public and private organizations, sale of items, etc. This application must be filled out completely. If more space is necessary an additional page may be submitted. Applications must be received on or before November 1, 2007, to be considered for FY09 funding. Please submit to: Dale Helling, Interim City Manager City Hall 410 E. Washington Street Iowa City, IA 52240 Applicants will be notified of the Council meeting when funding allocation discussion Office at 356-5010 if you have questions. APPLICATION FOR COMMUNITY EVENT AND PROGRAM FUNDING FY2009 (July 1, 2008 -June 30, 2009) Name of event/program: r t - ~a ..-.. t "mom ~'` ~ rir®~~~ -•..a.__ CITY Or IOWA CITY Date(s) of eventlprogram: ~1'1C ~?J' ~Ka N Did you receive funding from the City for this event/program last year? Yes • No 0 If yes, how much -July 2007 (FY08) $ 7JfQ~~ Amount requested from City of Iowa City -July 2008 (FY09) $ ,rz,Q~aO Location of event/program: Name of organization: VIXS~'~~~ S8~-130 Contact person:~_~ t~~ ~1 Day Phone: Mailing address: street 2•~.~• L~1~1f)[.~~ ~• city~I~Q ~'~'V zip Estimated number of individuals expected to attend: ~;nno JJ-- L Describe the event/program and all activities that will occur:~~~~[]G Nl~l~ nY•trd~i~'l7f '(~ VNIWT~Rf~ •~'E Q,Y~._'~~L~~CrI ~~ ~Ro~ '~n I~OW~GY Ltiy j~l~~~t~s.z~" .. • - ~ c If this is an increase or decrease from previous City funding, please indicate why:~Y~ Estimated Major Expenses Description Amount _ $ Total Budget for Event/Program $ List Proposed Revenue Sources Description" Requested Amount Requested City Funding $ Total Funding for Program $ ____ "List public and private organizations, sale of items, etc. This application must be filled out completely. If more space is necessary an additional page may be submitted. Applications must be received on or before November 1, 2007, to be considered for FY09 funding. Please submit to: Dale Helling, Interim City Manager City Hall 410 E. Washington Street Iowa City, IA 52240 Applicants will be notified of the Council meeting when funding allocation discussion Office at 356-5010 if you have questions. How does this program/event benefit the Iowa City area?~(!~ ~',(~ Q#Cir~IbS Earned Income Tickets 126,325 Merchandise/Concessions 13,712 Total Earned Income 140 037 Contributed Income Individuals 15,000 Businesses 20,000 Grants 10,000 Total Contributed Income 45 000 Total Festival Income 185 037 Artistic Ex ense-Personnel Artistic Staff 18,000 Contract Labor-Actors 17,235 Gross Wa es-E ui Actors 24,750 Actin Interns 6,750 FICA 1,535 Mcare 359 Life Insurance E ui Pension 1,998 E ui /Staff Health Ins 7,374 Workers' Com -E ui 108 Contract Labor-NonActors Directors 5,000 Set Desi Hers 1,400 Li htin Desi Hers 1,400 Costume Desi Hers 3,200 Com oser/Arran er 2,000 S ecial Coaches 800 Scri t Ada tation 400 E ui SM Gross Wa es 5,410 FICA 335 Mcare 78 Union/Staff Healaath Ins. 1,365 Union Pension 433 Workers' Com -NAA 20 Total Artistic Personnel 99,950 Artisitic General Posta a 40 Su lies & Materials 75 Scri is/Scores 220 Travel 2,000 Food/Consumables 250 S ace Rental 60 Total Artistic General 2,645 Total Artistic Ex ense 102 595 ProductionlTechnical Ex ense Production/Technical Personnel Technical Director 10,532 Contract Labor Assistant Sta a Mana er 1,600 ME/LBO/SBO 1,500 Stitcher 1,200 Riverside Theatre 2008 Shakespeare Festival Budget Pro s Master/Desi ner 800 Securi Coordinator 1,000 Costume Sho M r. 2,400 Production/Tech Interns 2,025 Total Production/Tech Personnel 10 525 ProductionlTechnical General Sound su lies 10 Li htin 575 Su lies & materials 225 E ui ment Ex /Re air 200 E ui ment Rental 225 Travel 30 Food/Consumables 100 Sets 2,000 Costumes 5,500 Costume Cleanin 100 Pros 700 Facili Fee 5,730 Total ProductionlTech General 15 395 Total ProductionlTechnical 25,920 Marketin Ex ense Personnel-Marketin Director 4,478 Printin 4,200 Posta a 2,000 Gra hic Desi n 1,100 Mailin Services 1,000 Advertisin 14,000 Total Marketin Ex ense 26 778 Patron Services Ex ense Patron Services-Personnel Patron Services M r. 3,612 Box Office Gross Wa es 5,592 FICA 347 MCare 82 Total Patron Services Personnel 9,633 Patron Services General Su lies 300 Box Office Ex ense 25 Ticket Stock 600 Merchant Card % fees 4,750 Concessions Ex ense t-shirts 460 Food/Bevera es 5,560 Food Stand License 50 Beer Ex 800 Wine Ex ense 200 Li uor License 75 Li uor/Liabili Insurance 75 Total Patron Services General 12,895 Total Patron Services Ex ense 22 528 Administrative Ex ense Personnel-Business Mana er 2,040 Riverside Theatre 2008 Shakespeare Festival Budget Total Administrative Ex ense 2 040 Develo ment Ex ense Personnel-Develo ment Director 6,466 Food/Consumables 50 donor remiums 200 Total Develo ment Ex ense 6 716 Facili Ex ense Facili E ui ment Ex /Re 600 Su lies 200 1 month Gilbert Street rent 2,375 utilities 300 1 month Admin office rent 858 Total Facili Ex ense 4 333 TOTAL FESTIVAL EXPENSE 190 910 Riverside Theatre 2008 Shakespeare Festival Budget Amount Requested from City of IG 5,000 -~ r -~ ,. ,~~,•~ CITY OF IOWA CITY IP4 MEMORANDUM DATE: January 15, 2008 TO: Mayor and City Council FROM: Marian K. Karr, City Clerk ~~ RE: Meeting Schedule (March -June) Attached is a meeting schedule for March through June in accordance with the policy of formal meetings being held the first and third Tuesday of each month; and work sessions being the Monday before each formal meeting. Please take a look at the schedule, and check your personal calendars. The Mayor has requested the schedule be discussed at the end of the work session on Wednesday evening. Please come prepared to discuss any potential changes you would like to make the meetin;; schedule. A couple of observations: ^ You are currently scheduled to have a work session and formal meeting during Spring Break, March 17 & 18. Both the Mayor and Interim City Manager will be out of town. ^ .The Congressional City Conference (NLC) is scheduled March 8-12, 2008 in Washington, DC. Is anyone planning to attend? ^ The summer meeting schedule will be discussed at the upcoming March 3 work session. In order to assist in plannin;; a summer schedule please let me know if you will be unavailable anytime durin. July and August. In the past councils have considered a reduced summer schedule and/or scheduled special work sessions for specific items. Attachment: March -June calendar U: schedule (March -June) ~~ ~~ 1 c~ ~ r Mj t ~ p~ ; ~ 1 ~, 3 t~t f d-~ - ~ ~ r-; N M ~ ~ ~__ ~ ~ ~ ~ ~ ~ ~ ~ ~ , ~ : ~ r- N N 47 N -~ ~, ; ~ d- 3 _ j, O O ~ ~ ~ ~ ~ N ~ ~ F- ' ~ ~ M ~~ (` N ~~ ~ i ~ ~~ c ° ~ ~ ~ N ~ ~ r ~ N } ~ S 3 I ~ f f 1 i ~ i ~ } ~ cn ~ ~ ?~ }~ ~N . t c ? 1 ~ ~ 4 t i~ ~„i i ~~ r~~i cn ~ ~-- N N ~ ~ i ' l ~ i u ~ ~ ~~ ~ M' ~~ NN ~ N ~~~~ s ~ r- ~N i ~ ~ r' 00#1f73 ~ _ ~ t , ~ ~~ O ~ mot' ~ M r- ~ N ~ ~3 s ~ ~ I ~ 3 I ~ o € ~O ~ ~ ~ I M ~ ~~--;N p M ~ I ~ 4 E { 4 .~..4 ~ ~..~~.~~...~....... f ` f 3 i ~....4...~......... ..m. .. ' .~............~ ~ ~ ~ 3 ~ ;~ ~ t ~ i i i ~00 I 1 ~ l 'Ln~N ~N ~ 3 ~d~ iN ? { ~~ ~~ cn ; ? r-- i ~ i N L ~ ~ C_ ~ j ~ 3 V" i i ~ ~~ ' N F- ! ~ ~- r- i N ._ L a j ~ ~ i ~` ~;N`N s ! s i ~ ~. ,` °' ~ ~ ~ ~- N` M W N '_ ~ ~.. ~ I 3 O ~,. vi r-N N ~~N~~~~N~M~ C N (D a m O 7 O fD N N T C a N 7 O O_ L N 7 C '~ N O O e e Cry n o~ o ~ e~ D C y C7mv+~ ° ' Oi~ n N d C) C7 v C w ~ y m y - m m ~ :D m y D °P. D °~ m 1 o a~ a, ~ 7 ~ N m ~ m ~ ° n. ~~ ~`° C N~ 0 3 x 0 3 m ~ ~ °'nW ~ o vm 'off' <° m m ~~ m ~'a ~•'~ m ~ ~ ~ ~ 7 G N Cl ~. N ~ y ~ ~ N y y ~ ~ ~ fD ~ a c ~ y ~ y 1 0 t0 ~ 10 ~ Q1 J p _ Pp ~ ~ ~ U i CT ~ N W C A D ~ ~ CD ap ~ ~ OOo c00 ~ ap J 10 ~O ~O J 00 O O 10 O t0 O N t0 ~ O ~ ~ W r O N ~ N OC O ~+OW ~OpD W O O W 3° A a° 1D o W N ~ t 0 f0 A W O O O D OD ( O W ? ~1 r ~ W N N ~ O 10 pp Op N ' ~ O J ~ N Of V CO ~ W O 0 O N p e e s o N o 0 c O c0 10 fW)t A ~O O U1 fT O O O ~ W O C.i~ ~ U1 ~ N t CI1 CT <O 0 OI N ` p N N ~ A ~ A ~ A V O o~ Q J O O O ~ ~ ~ O OI WW ~ ~ O r r - A O O ~ N 0 o ~ W ~ ~ ~ ~ ~ c~,o rn e a a ~ ~ J N W W W A ~ N ~I O O O O ~ fT A j O h W O O O Of o W O tD N N N O tD 0 ~ c0 ~ O ~ V W O N O 0 A a N N O O W 0 0 ~ ° A r ~ (WO O CJI O O O o is cn O ~' O W W J N W W ~` J ~p ` N ~~A,,11 W i ~ p ~ ~ N W a° N \N \A' A ~ ~ V r ~ N ~ O O O ~ OAD f0 N ~ W O ~1 O J A N QI N ~~op W N ~ ~ O O O ~ A W v F D ~t0 ~J 10 O Uf J N f0 A ~ W ~ W J O V ~1 N ~ ~ O W V~ N ~ W ~O NO ~ ~ W Q1 ~ ~ N ~ > ~ a N \ v ~ 10 N -+ V. pAp O ~ 0 ~ N O N O O C 1 1 J N W A J ~ O ~ Oo 0 N 00D 100 ~ 10 A J N c0 W Om ~ e oV° O ) A O e 0 e p o f N J J ~ ~ ~ p N~l ? We O) V ~ ~ a ~ v~ A t0 ~ N O ~ O eN0 Oo N O OOf cNO Cf ~ 1~D ~ 1D W O JO Wt0 10 ~ .~+ ~ e e t 0 O J ~ W e N e N O A ~ ~ ~ W N 01 V O1 V N IV 0 W ~~ j N V O ~ ~ 00 0 N V N O ~ A O ~ ~/1 N A O N O d 10 O U I O f V W W I ~ 0 O / 0 V A O O N e N J a ~ a W A ~ e ~ W N ~ A v ~ ~ ~ ~ a O ~~ A O OI W A O1 O W J . O N O ' ((~~, D J O1 A ~ v r O ~ J C T N O N W O N N N V N V W J N a0 e a ? N Of OD a? t0 a 10 e O A r ~ ~ N W fT 10 /0 ~ Q W V~N r 1D O W to ? O N N G <,o 0 ~ N O O (N(~~ 0 A .i A N A OAO N ~ o a ~ . a? c if q D ~1 O 00 00 01 o N e A e N OD .a N ~ N T ~ ~ W A ~ r O r A N l0 ~ N T O AA A fD A O o ~ ~ O O r j N 0 0 W v eD ~ O1 W AO 3 N ~ e o 1DNCJi NODO a O e V e~ Of y r r N N r ~ Of O W W W W A AA 0 A OJO W ~ T.~ 1 0 00 OD V ' CT O . ~ O1 W W O N O ~ O ~ ~~N 0 0~ 0 W N G W O O ~ \ O O O ~ J J O W W N N V+ii ~ ~ O W pp pp W O V W 100 v p O r 71 00 A t V {O O j N V OD Oa ~ ON J O OI °' °W + ~ A D O W e a` W Q ~ T N • ~ O O ~ ~ ~ N W '71 O fD W T N r m C N / f ~) Wage 1 0 1 Deb Mansfield ~ J '~~cr~ ~ ~ ~~~5E- irj ~~~`' From: Deb Mansfield Sent: Thursday, January 17, 2008 2:12 PM To: Susan Craig Cc: Kevin O'Malley; Dale Helling; Leigh Lewis; Cyndi Ambrose; Elyse Miller Subject: Library Budget Updated Hi Susan, An updated budget book page is on your printer. I'll also give a paper copy to Kevin and Dale. Changes Since Proposed Budget was printed: Current Taxes and Other City Taxes updated based on certified valuations from County. Local Govt 28e Agreements updated per contract worksheets. Other Misc. Revenue, changed from a negative to a positive receipt, correcting entry. Services Expense went down slightly, most likely to do with chart of accounts changes. It totals $-667. General $8.10 Levy support was listed in the proposed for FY09 as $3,713,769. That number is now $3,617,724. FY08 Budget from the $8.10 levy is $3,465,462, and FY07 Actual from the $8.10 levy was $3,228,014. Thanks, Deb 1/17/2008 CITY OF IOWA CITY, IOWA FINANCIAL PLAN FOR 2009 - 2011 Fund: 1000 General Division: 03700 Library Property Tax - General Levy Current Taxes Delq Prop Taxes Other City Taxes Local Govt 28e Agreements Library Chgs For Servs Library Fines & Fees Other Misc Revenue Rents Royalties & Commissions From Broadband JAN 1 1 2C08 2007 2008 2009 2010 2011 Actual Estimate Budget Projection Projection 3,228,014 3,465,462 3,617,724 3,742,229 3,881,560 602,930 618,307 650,353 669,443 689,077 203 12,539 12,340 13,242 13,421 13,605 339,387 322,136 394,491 406,898 420,633 538 98 538 538 538 193,449 203,926 193,449 193,449 193,449 3,950 383 12,419 12,419 12,419 60,088 70,000 113,500 113,500 113,500 3,561 3,452 .3,561 3,561 3,561 52,821 52,821 52,821 54,405 56,038 Total Receipts 4,497,480 4,748,925 5,052,098 5,209,863 5,384,380 Personnel 3,197,793 3,429,144 3,564,486 3,693,612 3,821,383 Services - ~ 515,910 511,669 617,016 631,755 645,746 Supplies 107,894 109,487 116,680 120,063 123,549 Library Materials 523,162 549,096 575,201 603,611 633,391 Capital Outlay 40,299 37,107 17,400 Other Financial Uses 112,422 112,422 161,315 160,822 160,311 Total Expenditures 4,497,480 4,748,925 5,052,098 5,209,863 5,384,380 - --- FTE ---- Personnel Services 2008 2009 Capital Outlay 2009 CUSTODIAN - LIBRARY 2.00 2.00 Adult Library Materials 462,861 LIBRARIAN I 1.00 1.00 Children's Library Materials 85,340 LIBRARIAN II 5.91 5.91 Micro-Computer 2,000 LIBRARY ADMIN COORDINATOR 1.00 1.00 Mini-Computer 4,400 LIBRARY ASSISTANT I 2.50 2.50 Other EDP Hardware 2,000 LIBRARY ASSISTANT II 1.75 1.75 RFID Tags 27,000 LIBRARY ASSISTANT III 4.98 4.98 Variable Frequency Pump 9,000 LIBRARY BUILDING MANAGER 1.00 1.00 LIBRARY CLERK 5.25 5.25 LIBRARY COORDINATOR 6.00 6.00 LIBRARY DIRECTOR 1.00 1.00 LIBRARY WEB SPECIALIST .75 .75 M. W. II - LIBRARY 1.00 1.00 MICROCOMPUTER SPECIALIST - LI 1.00 1.00 MWI - LIBRARY .50 .50 NETWORK DATABASE SPECIALIST 1.00 1.00 PUBLIC SERVICES CLERK 1.00 1.00 SR LIBRARIAN 1.00 1.00 SR LIBRARY ASSISTANT 3.75 3.75 42.39 42.39 592,601 Transfer s In Transfers Out Library AV Support 52,821 Libr PC Repl Reserve 42,968 Ops to Equip Repl 19,454 2002 GO Abatement 98,893 52,821 161,315 IP5 ~~ ,off . rr5°n ~oI ~ ~ c~~ .L,~~ e se`g'o .~ 5~~~~ ~~ \~~ c~ .~ ~~ ,~o Annual Report to the Community FISCAL YEAR 2007 JULY 7, 2006 -JUNE 30, 2007 couhty 1'~ars and ~5-. y {s:~b' ~_ _ +~ - ~ ,,. y f a }.~ ~iy, '. \ T }}.~.. ` ..:.~ t~ i ~ ~ ~ ~~~ 'A ~~~ ~. ~ ~. Mission f Statement , With the help of its members, the mission of the Iowa City/Johnson County Senior Center is to provide residents of Johnson County who are over 50 years of ~, age opportunities to participate in lifelong _ learning experiences and access to services ? • .. that promote wellness, community involvement, anc~ personal growth. ., ¢~ `~ ~,. ~: .. ~~'~ .,, , ~, T ~ .. _ M ~t "~ Celebrating Our 25th Anniversary One highlight of fiscal year 2007 took place in September of 2006 when the Center celebrated its 25th anniversary. Volunteers and staff orchestrated a full month of programs featuring receptions, national and local speakers, Hollywood movies, food tasting parties, formal dinners, dances and even a Texas Hold `Em tournament and chili supper. The creative volunteers who served on the planning committee included Miriam Canter, Rose Hanson, Jo Hensch, Vivian Hickman, Loren Horton, Betty Kelly, Patti Mott, Carol Spaziani, Evelyn Stanske, Richard Tiegs and Nancy Wombacher. Looking back over the past twenty-five years, two things become apparent. One is that change and innovation are the norm around here. This is pretty easy to explain. Over time people's interests, responsibilities and expectations change in response to different life experiences and social changes. Moreover, people have an increasing number of options when it comes to how they spend their free time. If our programming and services did not follow suit with captivating programs that matched community interests, there would not be any anniversaries to celebrate. The other thing that becomes apparent is that while programs and services are continually evolving, the underlying principles that guide our actions have remained the same. Foremost among them is the belief that many losses commonly associated with aging are the result of lifestyle choices, not aging. Throughout our twenty-five year history we have acted upon this belief by providing a variety of interesting opportunities for mental and physical exercise, socialization and community involvement in order to foster the health, well-being and independent lifestyles of participants. What will the Center look like when it comes time to celebrate our 50th anniversary? Will we have a band? Literature classes? A fitness room? Free parking? Will we even be called a "senior" center? Who knows? What we do know is that we will continue to embrace innovation, change and the fundamental beliefs that have brought us this far. ~~ fC~f~/~~~ Linda Kopping Coordinator '~-' ,, ~~ ~. s g ~~> - ~ ry f~. u ..ti`s ~ ~~! . ~ r ,~ ~i~,= ,~,,, = ~: Lifelong Learning r ~ } ~ `' ~ ;~ f :. ., ! ~ _h`~ s. ,, ;, ` A Z The Center is widely recognized for the variety and quality of learning opportunities it offers. In fiscal year 2007 classes covered everything from core conditioning, yoga and tai chi to Hume on the Principles of Morals, Jurisprudence in Islam and the Stories and Plays of Anton Chekhov. Nearly 300 Center sponsored classes and programs were offered during the year and collectively they recorded a total of 20,455 participant visits. This represents a 1,100 increase over the previous fiscal year. In an effort to expand our community outreach in the area of lifelong learning during fiscal year 2007, the Center implemented the volunteer instructed Memory Training Course developed at the UCLA Center on Aging. This program, which was supported by a $3,000 grant from the Community Foundation of Johnson County and $2,000 in donations from participants and community members, included comprehensive and professional training for the volunteer instructors who subsequently have offered the class in a variety of Johnson County locations including Coralville, North Liberty, Oaknoll, Walden Place and Hills. Wellness After a tentative beginning, the Center forged ahead with outdoor fitness programming in fiscal year 2007. Beginning rowing classes were offered in partnership with the Old Capitol Rowing Club as well as several canoe trips and trail rides on horseback. Given the positive response to these programs, this type of programming will likely expand in the future. Another highpoint in our efforts to support wellness involved the selection and purchase of strength training equipment that will be installed early in 2008. The purchased equipment is recommended for mature users and offers digital control of pneumatic resistance levels that can be adjusted in as little as 1/10 pound increments. The best thing about strength training is that it offers important health benefits for everyone regardless of current age or physical condition. The cost of this equipment was funded in part by $12,000 generated through donations from participants and community members. You cannot talk about the strength training equipment without mentioning,the volunteer committee that made it possible. Beginning early in 2007, this committee began evaluating current room use and developing a space reallocation plan that would produce a designated strength training equipment room. Given the fact that there is no free space in the Center, this was a very challenging task that was carried out exceptionally well by volunteers Rae Blanchard, Irene Bowers, Ken Fearing, Jo Hensch, Sally Jablonski, Wally Johnson, June Maluchnik, Gerry Nordquist, and Dawn Rogers. Dan Williamson, Iowa City Press-Citizen Community Involvement In addition to the Center's participation in the Annual Crisis Center Food Drive, Project Holiday Giving Tree and Children's Holiday Shopping Spree, the Center also partnered with Cellular Recycler and the National Council on Aging to organize a community wide cell telephone recycling program. The recycling program helped keep harmful component materials like lead and cadmium out of our landfills and, because Cellular Recycler paid the Center the recycled value of each phone turned in, the program generated nearly $2,000 to support operational expenses! The Center's own community of participants benefited from a much improved Assembly Room during fiscal year 2007. Funded in part by over $43,000 from the Eleanor Hughes bequest, the assembly room received a complete makeover. A new sound system and acoustical panels improved the sound quality of all programs and the new tables, chairs, lights and decor created a much more relaxing and enjoyable environment for people to gather in and visit with each other or join friends at a program or event. A special thanks to Diane Flemming, Jo Hensch, Glenn Jablonski, Sally Jablonski, Betty Kelly, David Purdy and Dawn Rogers for their work on the volunteer committee that led the redecorating effort. Personal Growth Becoming a Center participant is an enriching experience. You can meet new people, learn about something new, take on new responsibilities, teach or lead a group or special project. There are many opportunities and they are all provided in a supportive environment. One area that exudes growth is Senior Center Television (SCTV). In the spring of 2007, SCTV volunteers Barbara Hackman and Claire Shaw joined with University of Iowa graduate students Jonathan Rattner, Samara Wright and Craig Deitrich, as well as Jon Winett, area head of the Intermedia program at the School of Art and Art History at The University of Iowa, to create an intergenerational SCTV crew. The crew headed to the joint conference of the American Society on Aging and the National Council on Aging in Chicago to give a presentation about SCTV and provide coverage of the conference. Their presentation focused on SCTV's cutting edge Internet station, offered examples of their collaborative video work and discussed the benefits that such a program has for the global senior population and community in general. The crew also interviewed conference presenters from all over the country. The interviews are available at http://icsctv.uiowa.edu. Presenting at a national conference and interviewing national figures in the field of aging was a new experience for the students and volunteers on the intergenerational SCTV crew. They are already planning for the next conference in Washington, D.C. and are making a big effort to interview all the presidential candidates visiting Iowa and broadcast these interviews over the SCTV website. ,, ~ ; i; '~ ~~ ~.. ,~,G .._ T ___ ~~~ ~~ ~' 45 3 Overview of Fiscal Year 200 PARTICIPATION Total number of visits' to Senior Center sponsored events i n FY07: 56,189 Type of Event FY07 Total Programs 8,301 Clubs & Activities 26,877 Classes 12,154 Meetings 1,309 Volunteer Opportunities 7,548 .-. 0!, The local chapter of the HARP, Visiting Nurses Association, and Elder Services, Inc.'s RSVP and elderly nutrition programs all have free operational space in the Center and offer services that draw people in to the building. In addition, the Center provides meeting space to other city departments, local organizations and community members. For example, the Retired School Personnel Association holds its monthly meetings at the Center. Total number of visits to programs at the Center that were sponsored by other agencies in FY07: 24,035 VOLUNTEER SUPPORT Volunteer support of Center sponsored programs in calendar year 2006: Total number of volunteers: 453 Total number of hours of service provided: 24,043 Staff equivalent: 11.5 full time equivalents ' The word "visit" represents participation in a single event. If a single person participated in three (3) different programs during a s Ingle day, that would equal three (3) visits. .oil` A 4 Center Membership Center membership is not required to participate in most Center programs or any programs offered at the Center that are sponsored by another organization or agency. The Center membership program is a voluntary participant cost-sharing program that generates revenue to fund operational expenses. People who purchase memberships have expanded opportunities to participate in programs and services. For example, current members have access to the fitness room and a selection of classes each month. Total number of members as of June 30, 2007: 1,003 Participation in low-income scholarship and family discount programs: 11% low income and 23% family Membership Breakdown by Age .Age Frequency <50 < 1% 50s 9% 60s 29% 70s 33 80s 25% 90s 3 > 100 < 1 Membership Breakdown by Gender Sex Frequency Male 29% Female 71 Membership Breakdown by Residence Place of Residence Frequency Iowa City 78% Incorporated Johnson County 14% (excluding Iowa City) Unincorporated Johnson County 7% Outside Johnson County 1 5 Reprinted with permission ©2005 The Gazette, Cedar Rapids, IA Community Outreach Community events by Center sponsored performance groups, classes and clubs in fiscal year 2007 Voices of Experience and ensemble groups: 10 Blue Rose Country Dancers: 3 New Horizons Band and ensemble groups: 69 Drill Team: 4 50+ Singles breakfasts and dinners: 64 Memory Training Class series: 5 Number of program hours produced by SCTV for government channel 4, Public Access Television channel 18 and stations in North Liberty and Coralville: 3170 Number of page views on SCTV website, http://icsctv.uiowa.edu: 10,958 (42 countries, 36 US states) Center support of the nutrition ~,->,T '~ °" program run by ~. Elder Services, .~. ,,- _i f Inc. is another '~ '~` ~ mechanism ~~r~-~ for community ,;~~, ` ~` outreach. In "~' addition to ~ °' providing free operational space, which includes a large commercial kitchen, and use of the large Assembly Room for serving meals, the Center pays all utilities associated with the operation of the 7-day a week program and maintains kitchen fixtures and plumbing. Meals prepared at the Center are: 1) served on site; 2) served at other congregate dining locations in Johnson County; and 3) used in the home delivered meal program. Prepackaged meals are assembled and stored at the Center. Total number of meals prepared at, served at, delivered from or stored at the Center by the Elderly Nutrition Program: Congregate dining at the Center: 19,261 Congregate dining at satellite sites in Johnson Co.: 13,259 Home delivered meals: 48,978 Prepackaged meals for Johnson Co.: 1,479 Prepackaged meals for Washington and Iowa Co.'s: 20,915 s Reprinted with permission ©2005 The Gazette, Cedar Rapids, IA Finances Total operational expenses in FY07: $817,931 Total operational revenue in FY07: $817,931 Operational funding sources: City of Iowa City: $587,912 (72%) Johnson County: $75,000 (9%) Participant cost sharing, grants and fundraising: $155,019 (19%) Breakdown of income from participant cost sharing, grants and fundraising: Memberships: $23,598 Sales: $6,009 Contributions and Donations: $5,001 Sponsored Program Support: $8,197 Class Fees: $12,213 Senior Center Endowment: $21,738 Senior Center Charitable Giving Account: $66,786 Scholarship fund: $2,835 Parking permits: $7,005 Building/locker rental: $371 Commissions: $1,265 Items funded by bequests and donations: SCN camera and editing equipment: $4,352 Audiovisual equipment for classroom: $5,395 Weight training equipment: $11,996 Memory Training Course: $2,000 Assembly room lighting: $3,137 Assembly room tables and chairs: $39,906 Senior Center Assets as of June 30, 2007 Iowa City Senior Center Endowment: Maintained in the Community Foundation of Johnson County $458,914 Iowa City Senior Center Charitable Giving Fund: Maintained in the Community Foundation of Johnson County $43,471 Iowa City Senior Center Fund, Inc. checking: $486 Low-income scholarship funding: Maintained in the City managed Gift Fund $935 Designated and undesignated donations temporari pending transfer in compliance with donor wishes. ly held in the City managed Gift Fund $14,261 7 Making A Difference: First American Bank Supports the Low-Income Scholarship Fund In fiscal year 2007, First American Bank made a $3,000 contribution to support the Center's low- income Scholarship Program. They provided a much needed boost to the fund's coffers and nearly singlehandedly ensured that everyone, regardless of income, was able to enjoy all the services offered by the Center throughout fiscal year 2007. A sincere thank you is offered to First American Bank for their support. A special thank you is extended to Carrie L. Wagner, Assistant Vice President and Retail Bank Manager at First American for her interest in the Center and support of this generous donation. Funding for the Future Financial support from community members and business is vital to the future operation and success of the Center. Make atax-deductible donation today or remember the Center in your Will or Trust. No donation is too large or too small-all help sustain the quality programs and services offered through the Center. You can make a difference! For more information about how you can support the Center, contact Linda Kopping at 319-356-5225 or Linda-kopping@iowa-city.org. DONOR DESIGNATED CONTRIBUTIONS The Scholarship Fund is used to support the Center's low income scholarship program. Donations to the account are maintained in the Center's City- managed Gift Fund and used to fund the Scholarship Program. The program is 100% donor supported. The Iowa City Senior Center Endowment, established in June of 2004, is a designated account in the Community Foundation of Johnson County. Each year a portion of the endowment's revenue is used to fund operational expenses. The remaining earnings are credited back to the endowment. In FY07, the endowment earned a total of $49,899 and provided $21,738 of that amount to support operational expenses. It is hoped that this fund will experience steady growth through contributions and earnings and provide an increasingly large portion of the operational budget. The Iowa City Senior Center Charitable Giving Fund, also established in June of 2004, is a designated account in the Community Foundation of Johnson County. Unlike the Center's endowment, money in the Charitable Giving Fund is readily accessible and used to fund purchases that enhance the Center's programming. Donor designated contributions for the Iowa City Senior Center Endowment and the Iowa City Senior Center Charitable Giving Fund can be given to the Center or directly to the Community Foundation of Johnson County. Either way, donor designations are always honored. If you decide to make your designated donation directly to the Community Foundation, remember to indicate on your check what account you want to receive credit for your gift. There are benefits to submitting donations for the Center's Endowment Fund directly to the Community Foundation. The Endow Iowa Tax Credit program offers taxpayers the opportunity to apply for a possible 20% Iowa tax credit in addition to the normal charitable income tax deductions. The gift must be to a permanently endowed fund within a qualified foundation that benefits Iowa charitable causes. UNDESIGNATED CONTRIBUTIONS Most donations are not designated by the donor for a particular account or purpose. Decisions related to the use of these donations are made by the Senior Center Commission. After evaluating existing resources and programming needs, Commissioners decide how the funds can best be used to support the goals and mission of the Center. Depending upon their decision, the funds are allocated to one of the above accounts, or used immediately to support and enrich Center programming. 8 Contributions and Gifts Thank you to all who contributed to the Senior Center between July 1, 2006 and June 30, 2007. Please be assured that all gifts are used in accordance with the donor's wishes to support either current or future programs and operational expenses. PLATINUM ($500-999) Iva Sagert Claire Shaw GOLD ($250-499) Jay & Nancy Honohan In memory of Elmer & Lydia Heck: Barbara Hackman In honor of tax aide worker Peter Husak: anonymous Linda Kopping In memory of Genevieve Taylor: Joan Springhetti SILVER ($150-249) June Maluchnik Jim Schintler In memory of Genevieve Taylor: Robyn Shaffer BRONZE ($75-149) Marian Boyd Ting-Fong Chin Julia Davis Norma Gehring Larry Knipfer Mary Grace Mayer Marcia Nagle Charles Neuzil Wilma Pedersen Hal Richerson Drs. Ian & Jeanne Smith Himie Voxman Nancy Wombacher In memory of Bill Condon: Bill, Ruth & Samuel Becker In memory of George Dunbar: Bill & Barbara Conklin, Robert & Sylvia Forsyth, Albert Hieronymus, Staff of Iowa Testing Program In memory of Genevieve Taylor: Ann Denton, Rob & Claudia Kappel, Marian Larsen, O.J. Taylor. In honor of Glenn Jablonski: Helen & William Byington In memory of Peg Leslie: Dave Leslie In memory of John Perdue: Anonymous In honor of Ray Heffner: Susan Boyd In memory of Myrna Samms: Norval & Joan Tucker 9 CONTRIBUTORS ($1-74) James Allaire Barbara Hackman James & Barbara Andrews Ron & Diane Hertel B.B. Ballantyne Vivian Hickman George Bedell Janet Hoffey Donald Boenker Laura Ihrig Kent Braverman Nancy Kennedy Claire Brown Bernice Kovaciny Carol Case Joan Laing Steve Cozine Lois Lee David Curry David Leslie Gerald & Janice Denehy Betty Marx Mr & Mrs John Douglas Betty McKray Betty Erickson Helen Miller Betty Funk Dee Norton George & Kathrynn Gay Naomi Novick Marilou Gay Evelyn Oaks In honor of Margareth Cheng: Marjorie Rahe In honor of Dorothy Rogers: Jean Whiting In honor of Dorothy Vestal: Jean Whiting In memory of Bea Albrecht: Luang Hunter In memory of Bill Condon: Dorothy Rogers In Memory of John Conner: Sally Beckman, Glorine Berry, Elaine Boersma, Richard Caplan, Judy Conner, James Corwin, Joan Cook, Ruthie Carlson Dolezal, Ann Feddersen, Iowa State Bank & Trust Co., Sally & Glenn Jablonski, Willa Jones, Jane Kinney, Carol & Gerald Nordquist, Dawn Rogers, Dorothy Rogers, James & Deborah Schoenfelder, Carolyn Sueppel, Melvin Schweer, Marie Williams, Nancy Wombacher In memory of Frand (Bud) Dolezal Sr.: Ruthie Carlson Dolezal In memory of Harold Engen: Eleanor Engen, Patricia Goldman In memory of Eddie Goodyear: Luang Hunter In memory of Thelma Burke Holland: Kay L Burke In memory of Francesco & Pinetta Macagno: Enzo & Matilde Macagno In memory of Milo & Emma Pecina: Iva Sagert In memory of John Perdue: Iowa State Bank & Trust, Collin Kerstetter, George & Diana Pearson, John Stevens In memory of Myrna Samms: Anonymous, Mary Grace Mayer, Harry Samms In memory of Jon Spong: Carol & Loren Horton, Luang Hunter Ardis O'Dell Elizabeth Porter Nancy Ringstrom Vona Robertson Ed & Dorothy Rogers Madeline Roemig Bendorf Hal Schedl Mary Beth Schuppert Betty Schukar Betty Schutter Claire Shaw Patricia & William Sueppel Joan Summerwill Connie Vaughn Mary Wall Lenda Zelinskas In memory of Genevieve Taylor: Martha Bruce, Mary Ellen Brumley, Eleanor Doling, Janice Down, Anna Draker, Margaret Emmons, Pat Ephgrave, Kathleen Gable, Pat Heusmann, Irene Hope, Elizabeth Hopkins, Rande Howke, Doris Hughes, Idyllwild Assoc of Realtors, Glenn & Sally Jablonski, Wallace Johnson, Betty Lou Kemp, Helen Kurth, Helen Lenz, Reta Lepic, Lust Family, Lyn Maske, Marlyn Mather, Emily Norden, Shirley Paustian, Lillian Peterka, John & Joyce Petro, R.M. Petro, Elaine Phair, Arlene Prather, Jan & John Schneider, Betty Sedlacek, Doris Smith, Mary Lee Tarwater, Dorothy Theobald, Betty Thiell, Janet Tiffany, Susan Tonneson, Luella Yoder In memory of Charles Thayer: Mary Clark, Iowa State Bank, Enzo Macagno In memory of Duane Thomas: Dave Leslie, Wilma Pederson, Clayton Ringgenberg, Paul Werger, Bill Williams In memory of Ruth Vineyard: Irene Bowers, Nathaniel Fellows Chapter, Luang Hunter, Iowa State Bank & Trust Co, James O'Gorman In memory of Helen Lee Hensleigh Wenger: Joy Tallent In memory of her late parents and husband: Rose Daniels In celebration of Jeff & Jay Detwiler's wedding: Joan Lehie In honor of Howard & Helen Wenger: Dr & Mrs Edward Perkins 10 Corporate and Organizational Sponsors MAJOR SPONSORS ~ r ~~_~~ :rni~ ~ ~~~~~ -~a.a~._ CITY OF IOWA CITY Hills Bank and Trust Company Member FDIC .Johnson County Board of Supervisors FIRST AMERICAN BANK 640 Hwy 1 West I Iowa City 1319-688-9300 bankfirstamerican, com Houghton Mifflin Co.: in memory of George Dunbar Iowa City AM Rotary Club Foundation Iowa City Masonic Foundation Lensing's Funeral & Cremation Services University of Iowa Community Credit Union SPONSORS ,. ~ ,.. Community Foundation of Johnson County ba n k~ Five Star Service Guazanteed ~* The Artisan's Gallery Fareway Foods Pizza Ranch Baker Paper Formosa Prairie Lights Bella Joli Restore The Soap Opera Ben Franklin Hair Quarters Taits Natural Foods Cartridge World Hands Jewelers Taste on Melrose The Chait Galleries Downtown Hamburg Inn University Camera City Electric Supply Iowa City Hy-Vee Store Vortex Coralville Hy-Vee Store IMU Foodservice Wal-Mart The Cottage Bakery and Cafe Java House West Music Cub Foods Johnson County Retired Wells Dairy Devotay School Personnel Whitey's Ice Cream Donnelly's Irish Pub New Pioneer Co-op Willowwind School Englert Civic Theater One Twenty Six 11 Dollar-A-Month Club Donations Thank you to all who offer additional assistance each month to support future operation and programming expenses. Edward Adams Betty & Cletus (Dave) Funk A. Florence Miller Andy Anderson George & Kathrynn Gay Allen Monsanto B.B. Ballantyne Martha Gegenheimer Evelyn Oaks Dale & Mary Gail Bentz Robert George Virgina Orman Barbara Bland Gilbert Glandorf & Janie Yates- Mary Oxford Robert Bothell Glandorf George & Ida Belle Paterson Irene Bowers Patricia Goldman Wilma Pedersen Kent Braverman George Hamm Joanne Peterson Mildred Buckley Rosamond Hanson Rose Reed Craig & Michelle Buhman Robert Hawk Kenneth Richardson Adelaide & Guido Bulgarelli Jo Hensch Doralee Schroder Joan Buxton Jackie & Robert Hess Mary Beth Schuppert Nola Callen Vivian Hickman Doris Shimanek John & Mary Lois Cazin Jay & Nancy Honohan Lida Sigg Bonnie Clark Carol Larsen Horton & Loren Horton Helen Sparby Mary Pat Conway Luana Hunter Jon Spong Irene Crutchley Paula Jacoby Evelyn Stanske Rose Daniels Willa Jones Adeline Stock Della Davids Larry & Sally Knipfer -Joy Tallent Rachel Dennis Allen & Lillian Kraft Chuck Thayer Jean & John Eckstein Evelyn Kral Delores Thayer Donna Edie David Leslie Joan & Norval Tucker Penne Evins Leon Lyvers Marie Williams Arlene Farnham Betty McNabb Jack Yanaush Harold & Phyllis Fiala Duane & Virginia Means Scholarship Program First American Bank Robert George Lavonn Horton Rita Tomanek In memory of Judy Adams: Charles & Margaret Felling. In memory of Ruth Vineyard: Mr. & Mrs. Bob Andrews, John Bartholomew, Norma Baughman, Mr. & Mrs. Neil Bennett, Mr. & Mrs. Jerry Best, Mr. & Mrs. Stuart Bevans, Mr. & Mrs. Wayne Chadima, Mr. & Mrs. George Cornwall & family, Mr. & Mrs. Joe Corso, Mr. & Mrs. Dick Dolphin, Leona Evans, Marilyn Fulton, Mr. & Mrs. Bob Greenwald, Joan Grenko, Helen Griffin, Nellie Guinn, Mr. & Mrs. Eldon Hasley, Winifred Holland, Mr. & Mrs. Terry Huntzinger, Iowa City Athletic Officials Association, Mr. & Mrs. Dave Loy, Mr. & Mrs. Charles Mason, Mr. & Mrs. Ray Novotny, Roberta Parks, Mr. & Mrs. Bob Poggenpohl, Ruth Potter, Norma Rarick, Dorothea Rudd, Mr. & Mrs. Paul Schneider, Mr. & Mrs. Jim Seaba, Elaine Siddell, Mr. & Mrs. Mel Stahmer, Washington High School, Genevieve Wombacher. In honor of Ray Heffner: Richard Caplan. If your name has been misspelled or omitted from the list of FY07 contributors, please accept our apologies. Contact Linda Kopping at 319-356-5225 or Linda-kopping@iowa-city.org with any additions or corrections. 12 SENIOR CENTER STAFF Permanent: Linda Kopping, Coordinator Susan Rogusky, Volunteer Specialist Michelle Buhman, Program Specialist Emily Light, Operations Assistant Sharon Stubbs, Receptionist Craig Buhman, Maintenance Worker III Dan Born, Maintenance Worker I Temporary Part-Time: Larry Lynch, Receptionist Daniel Luchman, Video Specialist Tom Tresemer, Video Specialist Jonathan Rattner, Video Specialist SENIOR CENTER COMMISSION Robert Engel Charles Felling David Gould Jay Honohan, Chair Betty Kelly, Vice-Chair Sarah Maiers Nancy Wombacher, Secretary .~~ s'~ 0 ~orr5on countys ~ ~ . ~o o~ ~ 4..~ ~° est.1981 .~ ~~L o . `~~eYears and st`~~~ PROMOTING LIFELONG LEARNING, WELLNESS, COMMUNITY INVOLVEMENT AND PERSONAL GROWTH SINCE 1981 The Center is owned and operated by the city of Iowa City. Operational expenses are supported by local tax dollars, participant cost sharing, donations of all sorts, and a grant from the Johnson County Board of Supervisors. the center • ~ • • • •' 28 S. Linn Street • Iowa City, IA 52240 Non-Profit Organization U.S.Postage PAID Permit No.163 Iowa City, IA 52240 -c~ni~r U7 -17-US IP6 ~ ~ memo r~~ , Date: December 28, 2007 To: Kevin O'Malley, Director of Finance Joe Fowler, Director of Parking & Transit Linda Sev~'rson, Human Services Coordinator Sarahnson, Human Services Intern Re: Free Bus Ticket Program From ~r~~+ For the second quarter of FY08 (October, November, and December 2007) the City of Iowa City dispensed 3,585 tickets to human service agencies through its Free Bus Ticket Program. The totals, by agency, were: 2nd Year-To- Oct. Nov. Dec. Quarter Date Crisis Center 395 395 395 1185 2370 Department of Human Services 220 220 220 660 1320 Department of Veteran Affairs 20 20 20 60 120 Domestic Violence Intervention Program ( DVIP) 130 130 130 390 780 Shelter House 150 150 150 450 900 Neighborhood Centers: Broadway 50 50 50 150 300 Pheasant Ridge 50 50 50 150 300 Vocational Rehabilitation Services 70 70 70 210 420 The Nest of Johnson County 20 20 20 60 120 *Free Medical Clinic 0 0 0 0 0 Community Mental Health Center 70 70 70 210 420 Home Ties 20 20 20 60 120 TOTAL 1195 1195 1195 3585 7,170 'The Free Medical Clinic requested bus strip tickets when they moved from the Wesley Cen ter (centrally located at 120 N. Dubuque Street) to the Towncrest Medical a rea (east I owa City) in the spring of 2006. The new clinic space is located on a bus line. In the time that they have received bus st rip tickets, t here has not been the demand they anticipated. We are reviewing the situation and may re-allocate some of their tickets to another agency that has a higher need. Thank you for supporting the Free Bus Ticket Program. Your continued assistance in this endeavor is very much appreciated. Should you have any questions or concerns, please contact Linda at x5242. cc: Jeff Davidson Dale Helling Ron Logsden jccoghs\mem\bustix08-2ndgtr.doc - 01-17-0 ~~ I P7 x ~~ `; 4 •• i' '' a .~~• BUILDING PERMIT LNFORMATION December 2007 KEY FOR ABBREVIATIONS Type of Improvement ADD -Addition ALT - Xteration REP -Repair F1VD -Foundation Only NI:,W -New OTfI -Other type of construction Type of Use RSF' -Residential Single Family RDF -Residential Duplex RMF' -Three or more residential RAC -Residential Accessory Building MIX -Mixed NON -Non-residential OTII -Other Page : 2 City of Iowa City Date : I/3/zoo8 Extraction of Building Permit Dat=a for To : 12/v2oo7 Census Bureau Re ort From : 12/31/2007 p ~~'k2e_ `T'ype Permit Number Name Address Impr Use BLD07-00682 AL STREB 2802 [NDEPINDL'NCE RD ADD NON WAREHOUSE ADDITION SHELL, BLD07-00348 CASEY'S MARKE'I'[NG CO 204 N DUBUQUE ST ADD NON ADDITION FOR CONVENIENCE S"FORE "Total ADD/NON permits : 2 Stories Units Valuation I 0 $307,800 1 0 $160,000 Total Valuation : $467,800 BLD07-00702 HUGH & IRENI~, BARRY 122 GREEN MOUNTAIN D ADD RSF 0 0 $30,000 SCREEN PORCH/DECK ADDI"PION I~OR SFD BLD07-00706 BEN LEWIS 520 GKANT S'1' ADD RSF 0 0 $20,000 SCREEN PORCH/DECK ADDITION FOR SFD BLD07-00705 OAKNOLL 1309 OAKCRF,ST AVE ADD RSF 0 0 $10,000 SCREEN PORCH ADDITION FOR SFD "Total ADD/RSF permits : 3 Total Valuation : $60,000 BLD07-00740 GREGORY MCDONALD 943 S GILBER"T ST ALT MIX 4 0 $1,000 4 STORY BUILDING WITI~I COMMERCIAL AND 3 STORIES OF RI?SIDENTIAL CONVERTED TO CONDOMINIUMS • Total ALI'/MIX permits : 1 Total Valuation : $1,000 BLD07-00714 ECONOMY ADVF.R']'ISING C 2800 IIIGIIWAY 6 INSTALL INTERIOR DOOR IN~PRIN'1'ING PLAN"f BLD06-00890 STS TRANSPOR'hA'I'ION 2339 HIINI RD WALL IN CONTRACTOR SPACE. AI,T NON 0 0 $10,970 ALT NON 1 0 $7,300 't'otal AI:"I/NON permits : 2 Total Valuation : $]8,270' BLD07-00736 JANE'TTE "TAYLOR ] 720 LOUIS PI, AI; [' RDF 1 ~ 0 $5,000 CONVERT SCREEN PORCH "f0 3 SL~:ASON PORCH "Total ALT/RUE permits : 1 Total Valuation : $5,000 BLD07-00704 DON SHERIFF & G1NA SCHA 2518 PRINCE."ION RD BATHROOM AND LAUNDRY FOR SFD BLD07-00741 CHARLES E HAW'TREY 7l5 S SUMMIT ST ATTIC FINISH FOR SFD BLD07-00717 S G & M PROPI;RTIIiS LLC 962 OXEN LN BASEMENT FINISH FOR SFD BLD07-00721 RUTH E CORNICK 1513 BURESII AVE Replace single story deck BLD07-00602 ALAN & KAY SEAGREN 2949 WASIiING"1'ON S"T BASEMENT EGRESS WINDOW AL"1' RSF 0 0 $22,000 ALT RSF 0 0 $21,500 AL"I' RSF 0 0 $16,000 AL"T RSF 0 0 $5,000 ALT RSF 0 0 $2,000 "Cotal AI."I'/RSF permits : 5 Total Valuation : $66,500' Page : 3 Llt~/ O_f IOWA Llty Date : I/3/tool f xtraction of F3uilding Permit Data Por To : It/1/zoo? From : 12/31/2007 Census ~iureau Report ?~zp~ "~ Permit Number Name Address ImPr Use Stories Units Valuation BLD07-00397 AMERICAN CANCER SOLI 750 HAWKINS DR NEW NON 2 0 $2,947,157 RESIDENTIAL TRANSIEN"I' LODGING SUITI?S WI'1'II ACCESSORY ASSEMBLY AND STORAGE AREAS Total NEW/NON permits : 1 Total Valuation : $2,947,157 BLD07-00697 JACK & NANCY PRALL 1 107 ROBIN RD NI?W RSF 1 I $400,000 SFD WITH ATTACHED 3 CAR GARAGI; BLD07-00709 BRIAN & BARBARA SWICK 22 WHI"I'E OAK PL NF_,W RSF 0 1 $325,000 SFD WITH ATTACHED 2 CAR GARAGF? BLD07-00703 FRANT7. BUILDERS INC 3403 IR}~LAND DR NEW RSF 2 I $245,000 SFD WITH ATTACHED 3 CAR GARAGI; BLD07-00720 SOUTHGA'TE D1V1L,OPMI:N 4145 GUS"l'AV ST NI?W RSF 1 1 $203,000 SFD WITH ATTACHED 2 CAR GARAGI: BLD07-00694 UP"TOWN PROPER"I'lIS 320 S JOI INSON S1' NT;W RSF 2 1 $150,858 SFD WITH ATTACHED 2 CAR GARAGI; 'total NEW/RSF permits : 5 'total Valuation : $1,323,858 BLD07-00713 LEAR CORPORA"PION 2500 i (IGH WAY 6 RI;P NON 0 0 $34,807 REROOFFACTORY 'I'ota] RF,P/NON permits : 1 Total Valuation : $34,807 BLD06-00292 HARVEY & MAXIMS MILI, 809 IOWA AVE RI;P RMF 0 0 $34,400 STORM REPAIR OF RMF "Total RF,P/RMF permits : l 'total Valuation : $34,400 BLD06-00293 HARVEY& MAXIM: Mll,l_ 805 IOWA AVE RI?P RSF 0 0 $30,200 STORM REPAIR BLD07-00707 BEN LEWIS 520 GRANT S'1' REP RSF 0 0 $19,000 RESIDING, PORTICO, SUNROOM WINDOWS FOR SPD IN HlS'I'OR[C DIS"I'RIC"1 ' BLD07-00716 MIKE & CONNIE RORER"TS 421 RONALDS S'l~ Rl'.P RSF 0 0 $1,694 REPLACE EXTERIOR STAIRS TO SECOND FLOOR BLD07-00715 DAVE & 1.OR1 KI.OCKALI_ 943 'TAMARACK TRL RF.P RSF 0 0 $985 EXTERIOR DECK S~'AIRS "Total REP/RSF permits : 4 Total Valuation : $5],879 GRANll TOTALS : PEIiMI'1'S : 26 VALUATION : $5,010,671 N V ~+ N r U ~ ca ~ o c m V ti O O N m ~, ~ I ~ I I I O'I ' p M ~n N o~ O o O ', tb ~. ~ II ' I I I ~., I ' I O ~ it i , ~I II ~ N '~ !, O N ~ r M ~ I I, ' ' i ~ ~, I ' tp I I ~ , , ~ I Z I. 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E C O ~ N ~ N ~.. 0) ~ y N N us ~ ~. N ~ 0 ~ 0) 0) Oj E ~. N a V ~ O) a ~ 0J a ~ ~ N a y ` ~ 0) a y N a N H d a :_ ~ d 7 C N ~ ~ C Q_ Q. a a o a ,~ ~ _ a a ~ C Vi . o . ~. O O H O O . N Q' d 0) O O O O O ~ O - O O O O ~ O C O y 0 ~ 0 0 0 ~ ~ ` a> ~ ~ ... 0 3 ~ w m S us ~ ~ ~ _ a ~ ~ ~ ~ ~ y a~ ' A ~ ~ ~ ~ N J D: (~ w us ' N ~ N ~ f6 ~ N ~ N ~ N Q f6 ._ U O ~ "' O D ~ N ~ 0) .D N ~ y C d ~ in 0) ~ vi N ~ otS d L N L ~ N .a N N L C y 0) L ~ N L ~ N L ` L Q ~ W a o > .~ E S E E ~ o ~ ~ ~ o y E us E E •°- E ~ E ~ E Y E E ~ E 7 E ~ E O E 7 E ~ E 0) ~ 7 z u~ 7 z oLS 7 z 7 z ~ ~ ~ L ~ y = 7 z ~ 7 z ~ 7 z w 7 z y O z m 3 z ~ 7 z Ep 7 z U 7 z U 7 z ~' 7 z U 7 z a 7 z O z J J ~ ~ y ~ Z ~ j ~ ~ ~ ~ ~ N ~ ~ ~ ~ ~ N z z ~a 0 0 3 rn ~ ' ° " Z U ~ ~ v ~ ~ ° ' ~ •~ ° ~ ~ E E E ~ F- H C j o 7 X Z O L ~ 0) O _ ~ 7 U ~ ~ ~ ~ ~ U > (n o O cn ~ ~ ~ U ~ (~ 2 O a fA fn ~ ~ ~ ~ IP8 MINUTES APPROVED CITY COUNCIL ECONOMIC DEVELOPMENT COMMITTEE DECEMBER 18, 2007 CITY HALL, LOBBY CONFERENCE ROOM, 8:30 A.M. Members Present: Regenia Bailey, Connie Champion, Bob Elliott Staff Present: Wendy Ford, Tracy Hightshoe, Jeff Davidson Others Present: Steve Harding, Alisa Weinstein, Codi Josephson, Gigi Wood RECOMMENDATIONS TO CITY COUNCIL Elliot moved and Champion seconded the minutes of the November 13, 2007, meeting be approved as presented. Motion carried 3-0. Champion then moved to approve the $40,000 CDBG Economic Development Fund Loan application for the Wedge Pizzeria, seconded by Elliott. Motion carried 3-0. Elliott moved to approve the $15,000 CDBG Economic Development Fund Loan application for the Home Ec Workshop, seconded by Champion. Motion carried 3-0. Elliott moved to recommend to the Council approval of the $2,000 funding request for the University of Iowa Small Business Development Center, seconded by Champion. Motion carried 3-0. Champion moved to defer the funding request by the Entrepreneurial Development Center for six months, seconded by Elliott. Motion carried 3-0. CALL MEETING TO ORDER: Chairperson Regenia Bailey called the meeting to order at 8:32 A.M APPROVAL OF MINUTES OF NOVEMBER 13, 2007: Elliot moved and Champion seconded the minutes of the November 13, 2007, meeting be approved as presented. Motion carried 3-0. DISCUSSION OF CDBG ECONOMIC DEVELOPMENT FUNDS APPLICATIONS: A. Wedge Pizzeria -Hightshoe addressed the Committee regarding the application from the Wedge Pizzeria. The Wedge would like to expand to the Pedestrian Mall, where they plan to employ several managers and employees. She noted that they have been good to work with, and have maintained an excellent credit score. They have maintained their operating profit, as well. Hightshoe is recommending $40,000 loan with a maximum term of seven years at 3% interest. Champion questioned if this is what the committee is looking for downtown, in light of the recent Market Niche study. She also stated that she has some objections to the fact that full- time employees would not be receiving benefits. Steve Harding addressed this issue, stating that for him to provide health benefits for ten people would not be feasible. Elliott questioned why they should approve this request in particular, when there could be 200 other businesses that want to expand in town. Bailey noted that those businesses are also eligible to request funds. She stated that the Wedge would be moving in where New York Deli is moving out, and that the Wedge will not serve alcohol is desirable to her. Bailey stated that she believes it makes sense for this move to take place. She then asked Harding for some clarification on his business. City Council Economic Development Committee December 18, 2007 Harding reiterated his wish to expand his business, stating that the hourly pay offers is above industry standards. Elliott then asked if the $40,000 being proposed is okay, as his request was for $60,000. Hightshoe briefly explained how they came to the amount they did, giving some background on how they decide the funding amounts. Champion then moved to approve the $40,000 CDBG Economic Development Fund Loan application for the Wedge Pizzeria, seconded by Elliott. Motion carried 3-0. B. Home Ec Workshop -Hightshoe explained that the Home Ec Workshop is owned by Alisa Weinstein and Cody Josephson. Their request is for a new business start-up. She explained that they are planning to open in the Northside Market Place on Linn Street. Hightshoe noted that the business would be considered a microenterprise. She further explained the funding that has been reviewed, and stated that she recommends $15,000 loan for 7 years at 2% interest. The owners of the Home Ec Workshop then addressed the Committee regarding their business plan and vision. They noted that their business will be a community place for people to gather and do crafty things, in classes and or individual special projects. Elliott and Champion both agreed that the business sounds like a good concept for the area. Hightshoe explained how the proposed loan amount was determined, and noted that the Committee has the option to change the amount. Elliott asked for some clarification on the financial aspects, and shared concerns of loaning too little an amount. Elliott moved to approve the $15,000 CDBG Economic Development Fund Loan application for the Home Ec Workshop, seconded by Champion. Motion carried 3-0. DISCUSSION OF REQUESTS FOR FUNDING: University of Iowa Small Business Development Center -Ford reviewed the request from Paul Heath at the University of Iowa Small Business Development Center for $2,000. The Center has recently been funded a new line of $25,000 from the Iowa Values Fund, for which they need a local match. They are requesting the $2,000 from Iowa City and similar amounts from the other local communities they serve. She noted that the SBDC has been very helpful in assisting some of the applicants for CDBG funds. Entrepreneurial Development Center -Ford reported that EDC has been in existence for about four years. Their mission is to provide resources to highly scalable, fast-growing companies in the Corridor. She noted that their main role is to link upfast-growing businesses with financial resources. She also noted that this is their first request for funding from the City, and that they are also requesting funding from the surrounding cities and the County. Elliott expressed his concerns about the funding request. Bailey asked for some clarification on why this is being requested from the City. Ford explained how the request came in through the City Manager's office and then was given to the Economic Development Committee to decide if it would be appropriate. The Committee then discussed both requests, weighing whether Economic Development funds are appropriate for these two Centers. They decided to defer, for six months, the $15,000 request from the Entrepreneurial Development Center. Ford will follow up with them and request they provide the committee with more detail on the program. Elliott moved to recommend to the Council approval of the $2,000 funding request for the University of Iowa Small Business Development Center, seconded by Champion. Motion carried 3-0. Champion moved to defer the funding request by the Entrepreneurial Development Center for six months, seconded by Elliott. Motion carried 3-0. DOWNTOWN MARKET NICHE ANALYSIS -discuss next action steps: Davidson reviewed the recent presentations of findings by the consultants and explained the committee needed to decide how they want to implement the recommendations in the report. Davidson shared some of his ideas, stating that the "buy in" of the vision is a critical item. He noted that in talking to others about the study, it has become evident that the City's lead in this could be an issue. He gave some history of the City's past involvement in downtown initiatives, and then addressed some of the specific recommendations for the downtown, noting the key recommendations require the work of someone in a downtown management position. Champion 2 City Council Economic Development Committee December 18, 2007 stated that she agrees with Davidson in that the involvement of the private sector is critical. She noted that perhaps the Downtown Association could be helpful in bringing some of these people together in order to discuss the future of the downtown. Elliott questioned whether the Downtown Association would be the appropriate organization to lead it. Davidson asked if the committee thinks a "downtown manager" is the way to strike this public/private partnership. Elliott stated that he believes they need to find out if businesses are even interested. Davidson addressed bringing the private sector into discussions and the challenges they would face in doing this. As a show of support for immediate improvements to downtown, Ford suggested items that could be addressed immediately by the City, such as snow removal, trash pick-up, and aggressive panhandlers. A discussion ensued regarding issues that are City responsibilities, and those that are the responsibility of the private sector. The discussion turned to how to involve and engage the private sector. Ford noted that the Downtown Association is a major factor, as are the business leaders from outside the downtown area. She stated that focusing on results, towards more of a "here's what downtown can be...help us get here with your ideas," discussion could be a way to begin, as opposed to promoting the creation of another job. Elliott reiterated that he believes they need to sit down with business owners and leaders first, to see what their thoughts are on this. Ford asked the committee if they thought an informational brochure explaining how the results of the study could improve business downtown would be beneficial. Members agreed that this would be a good conversation starter, and Davidson said that once they have these people at the table for discussion, they need to address such issues as whether or not to have a downtown business development manager. Davidson suggested that he, Ford, and Hightshoe do some research on similar cities about how they handle their downtown markets. Davidson then asked if the committee would get names to staff of individuals they feel should be involved in these discussions, explaining this can be a starting point for setting up discussions. This then led to a brief discussion on the issue of some people not being willing to meet in a public meeting, but rather in a one-on-one meeting, and how should this be handled. Davidson then stated that they would attempt to meet with people one-on-one, as needed, and also in open discussions, in order to move forward with the Market Niche recommendations. STAFF TIME TIF Project Update Memos -Ford noted that the committee received copies of these update memos, and explained the information contained in them. She noted that United Natural Foods/Blooming Prairie, will likely not qualify for the full rebate, as their employee count is below the agreement levels. On June 1, 2008, she will get update employment levels and use those to determine the "claw back" amount, or the amount subtracted from the rebate based on employment shortfalls. She also noted that one of the performance measures for Pepperwood Plaza is their vacancy rate, which is in flux, but still above the agreed upon 85% level. Hightshoe spoke briefly about the State Economic Development's Microenterprise Summit which she and Ford attended on December 17. COMMITTEE TIME Bailey thanked Elliott for his work on the Economic Development Committee. ADJOURNMENT Meeting adjourned at 9:45 a.m. N N .~ O U .. c a~ E fl. O N N U .~ 0 0 U W ~U C 7 0 U J. 0 0 N N E U U d d O Up c ~ ~ 0 ~U Q W O ~ W o U ~ Z N OQ up Z W C ~ ~a w v C 7 O U N X X X M X X X N X X X 0 w o r X X O c X X X X X X o~ N X X X ti r ~ X X X ti N X X X M X X w Y"1 N X X X N X X X X X X X X X M X X X M N X X X N N X X X N °~ N X X X N X x X O O O . N N N Sa o 0 0 W X .- F- W O O O O ~ O W .~ ~ ~ ~ a1 ~ .Q C 1G Q Gs ~ O O t Z ~m m UU Page 1 of 1 Marian Karr From: rneades@iowacityarea.com Sent: Thursday, January 24, 2008 10:50 AM To: Marian Karr Subject: Corridor Legislative Breakfast Saturday Please plan to attend the legislative breakfast this Saturday. Johnson and Linn County legislators will update us on Brownfield funding, a possible smoking ban and other issues you care about. Date: Saturday, January 26, 2008 Time: 7:30 a.m. Location: North Liberty community center, downstairs Who's invited: All Iowa City area & Cedar Rapids area chamber members Breakfast sponsor: Iowa City/Cedar Rapids Building Trades Council, AFL-CIO RSVP appreciated: rsv ,iowacityarea.com Special thanks to our legislative series sponsors: R.M. Boggs Company, Inc. & Toyota Scion of Iowa City / Abra Autobody & Glass. I hope to see you there! Best, Rebecca Rebecca Neades Vice President & Director of Public Policy Iowa City Area Chamber of Commerce 325 East Washington Street Iowa City, IA 52240 319-337-9637 office 319-321-9879 cell rneades o,iowacityarea.com www.iowacityarea.com 1 /24/2008 IP9 MINUTES HISTORIC PRESERVATION COMMISSION THURSDAY, JANUARY 10, 2008 LOBBY CONFERENCE ROOM DRAFT MEMBERS PRESENT: Esther Baker, Michael Brennan, William Downing, Pam Michaud, Jim Ponto, Ginalie Swaim, Tim Toomey, Alicia Trimble MEMBERS ABSENT: Lindsay Eubanks, Tim Weitzel STAFF PRESENT: Bob Miklo OTHERS PRESENT: Austin Chamberlain, Ron Cohen, Charles Eastham, Cecile Kuenzli, Alan Swanson CALL TO ORDER: Vice Chairperson Brennan called the meeting to order at 6:02 p.m. PUBLIC DISCUSSION OF ANYTHING NOT ON THE AGENDA: Kuenzli stated that she is a member of the Board of Friends of Historic Preservation. She invited members of the Commission to the Friends of Historic Preservation annual meeting to be held on January 20th at 1:00 p.m. in the Public Library. Kuenzli said that Aaron and Jeannie Olson from Chicago, who own and manage Houseblogs.net, and who renovated their own house have established a blog regarding the process and will be speaking at the meeting. Kuenzli said that Friends of Historic Preservation shares some of the Commission's goals and would like to ask the Commission to look at four things this year in the interest of furthering historic preservation. She said those four things consist of: 1) revisiting the regulations for the waiting period for a demolition permit and seeing how Iowa City compares with other cities, 2) working with the Parks and Recreation Commission to establish guidelines for putting historic structures on public property, 3) taking a look at regulations involving house moving and how those regulations might be adapted slightly for historic structures, and 4) possibly establishing a list of notable people who have worked in, lived in, or contributed to the history of Iowa City and determining where they resided and whether the residence would be worthy of some kind of public signage. Miklo said that it would be appropriate to discuss these proposals at the Commissions annual planning session when they set priorities for the coming year. ITEMS OF CONSIDERATION: Certificate of Appropriateness: 821 Dearborn Street. Swanson said that he is a friend of the owner of the house at 821 Dearborn, Ron Cohen, and has been trying to help coordinate this project. Swanson said that the Commission approved an earlier version of the plans for this outbuilding in October. He said that the plans were later modified so that the building would work better as a combined carriage house/garage but to especially work better as a studio as well. Swanson said that in December he met with the Commission and presented new drawings of the proposal, and the Commission asked him to refine the drawings and come back. Swanson said that in the meantime, he worked with Sunil Terdalkar, who helped a great deal and redid some of the drawings himself. Swanson said he is now presenting a revised plan that includes some of the recommendations from Terdalkar to address some of the concerns. He said that the main concern is to get as much light as possible from the north. Cohen said that he is a painter and hopes to have a kind of studio/carriage house that will be filled with light. He said that he needs natural light to paint, especially light from the north, as that light is even and indirect. Swanson said the Commission should look at the drawing that Terdalkar produced that represents the size and the three by six windows that the owner would like to have. Historic Preservation Commission January 10, 2008 Page 2 Miklo said that Terdalkar had suggested a frieze board on the building to match the house, given the increased height of the building. Miklo said that staff also suggested that there be some sort of base for the building and Terdalkar had suggested a different finish of stucco for this, and it could certainly be concrete. Miklo said that up to a foot of concrete exposed here would not be unusual. Miklo said the one concern that Terdalkar had was the dimensions of the windows, as they are quite large for an outbuilding or garage. He said that the overall form of the building is similar to other garages one would find with a foursquare style house. Miklo said the other suggestion Terdalkar had was the possibility of installing a skylight in lieu of some of the windows. He said the Commission's decision then is whether the windows should be smaller and there should be a skylight in lieu of this size window or if the Commission is comfortable with the proposal. Swanson said the owner would like to have the option of installing skylights if needed in the future. Chamberlain stated that is because there is really no way to know how the lighting will be until the structure is actually built. Miklo said that a skylight on the north elevation would certainly not be counter to the guidelines. Chamberlain said the owner had originally asked for four six by three windows on the side. He said that Terdalkar recommended that the windows be cut back to three windows. Cohen said that Terdalkar seems to like a squat look. Cohen said that the house has a tall look and is kind of Italianate. He said that he was hopeful that longer, tall windows would give the longer, tall look and would also facilitate more light in the studio. Chamberlain said that the windows on the back of the house are three by six. Cohen said that the windows on the south side of the house are even wider. He said that his main concern is light. Toomey asked about the glass doors. Cohen stated that they would face east. Swaim said that the proposed building does not seem squat to her, especially when one considers the two-story house compared to the one-story structure. Toomey said the proposal show in Terdalkar's drawing looks very balanced to him. MOTION: Ponto moved to approve a certificate of appropriateness for the proposal for an outbuilding at 821 Dearborn Street, as proposed, with an option for one or more skylights on the north. Toomey seconded the motion. Cohen said that at some point there was a drawing with only one off centered garage door, and he felt that looked strange. He asked if he could take that garage door and, instead of two garage doors, simply have one garage door in the middle. Chamberlain said that it would be a custom built door and would be a 9'3" wide door that would be in the middle. Miklo said that staff has not had a chance to evaluate that idea, so he would be concerned about doing it at the last minute without seeing the dimensions and how it would look in context. Chamberlain said that it would be a single door centered in the exact middle of the wall of the structure. Miklo said that would not be a typical pattern for an outbuilding like this. Toomey said that structurally, if the owner went with a bigger door centered in the middle of the wall, it would pick up a lot of strength. He said that with wider areas on the two sides, it would pick up some structural strength. Miklo said that the door is already built, so it wouldn't be wider than aone-car garage door. He asked if it would be possible. to have another panel added to the door so that it would look more traditional than what would be a fairly narrow door for that facade. Miklo said that would look better proportionally. Ponto said he would consider amending the motion to allow for a door plus a fixed panel that would look like part of the door. Historic Preservation Commission January 10, 2008 Page 3 Swaim asked if the owner had considered, if he wants only one door, having it shifted to one side with one double hung window on the other half of the wall. She said that to be true to the building for future purposes, one would want to do what will be most true to the house style. Swaim said that one door in the center with nothing on the sides is not visually in keeping with the house or a typical garage. She stated that the Commission, has to look at the building from the exterior point of view. Miklo said that building-code wise the garage with two doors as shown in the drawing could be done and it has to meet Code, so structural issues should not be a concern. He added that the next owner may want to use this as a garage, and the owner would be putting in difficulties for using it as a garage by not putting in the possibility for two doors. Chamberlain stated that there are quite a few older garages with one garage door in the center of a wall. Ponto said that those are not 24-foot wide garages with one single door in the center. He said that he personally is not in favor of one center door. Chamberlain asked if there could be one center door with a pedestrian access door next to it. Cohen said that he wants to have symmetry on the building and would prefer a central door with a window on each side. Ponto said that he has never seen a 24-foot garage with only one door. Toomey agreed that if there were a larger door in the center, that would be okay, but this single door would be out of balance. Ponto said that it would have to be a 15-foot door, if it was going to be centered. Miklo said that since the door is already built, adding one more panel would make atwelve-foot opening. AMENDMENT TO THE MAIN MOTION: Ponto moved to amend the motion to give the owner the additional option of leaving one garage door as indicated in the drawings, with the other garage door to be replaced with a like sized window or a pedestrian door. Ponto said he does not like the idea of one small garage door centered on the wall. He said that a double-car wide door would be okay with him, but he felt it should be at least 15 if not 16 feet wide. The motion died for lack of a second. Chamberlain said that the door is nine feet six inches tall and nine feet three inches wide. He asked about the option of having one center door with a side door. Chamberlain asked if he made the whole door 15 feet if that could include the trim. Ponto said he feels that this would need to be a functional, two-car garage door so that in the future someone could use it as such. He said that the opening should be at least 15 feet. Miklo said that if there is a consensus on the Commission that one 15-foot door would be acceptable, the Commission could approve that as an alternative. AMENDMENT TO THE MAIN MOTION: Ponto moved to amend the motion to include an alternative for adouble-wide garage door centered on the west face with an opening at least 15 feet wide, to be approved by staff. Toomey seconded the amendment. Ponto said that he understands the interior concerns, but he is concerned that from the alley side not only look like a garage but in the future can function like a garage. Toomey said that he actually likes this just the way it is drawn with two garage doors; it looks very balanced and functional for the future. He said that without drawings for a centered garage door, he did not believe the Commission should even be discussing that option. The amendment failed on a vote of 4-4 with Baker Brennan, Downing, and Toomey voting against. The main motion carried on a vote of 8-0. DISCUSSION OF AMENDMENTS TO THE PROPOSED DRAFT HISTORIC PRESERVATION PLAN: Historic Preservation Commission January 10, 2008 Page 4 Miklo stated that there were concerns about the Plan raised at a recent Planning and Zoning Commission meeting, particularly regarding the neighborhood stabilization language in the Plan and the strong language on owner occupancy. He said that he and Weitzel drafted some wording to address that concern that makes it a little broader and removes the language about converting duplexes and multi- family to single-family owner occupancy. Miklo said that it includes language about a home ownership incentive program. He said that at least one member of the Planning and Zoning Commission said he would be more comfortable voting on the Plan after the Commission reviewed potential amendments. Swaim said that on page 66, under number three, the division doesn't discuss historic or conservation districts and asked if that means they would not be the first priority. Miklo responded that because the Plan is talking about historic districts and conservation districts generally, that should be understood. Downing asked why item four on page 66 is proposed for deletion. Miklo replied that that is covered under all the others. He added that number four is very specific about converting buildings from rental units to owner occupied units, and that sort of specificity may not be necessary. Swaim agreed that it is covered in point one. MOTION: Toomey moved to approve the revisions to the Preservation Plan as suggested in Terdalkar's January 10, 2008 draft memorandum to the Commission. Trimble seconded the motion. The motion carried on a vote of 8-0. Miklo said another issue is that the Plan itself and neighborhood strategies discuss downtown and a smaller downtown historic district and then a conservation district, but the executive summary doesn't mention that. He said that one of the Planning and Zoning Commission members felt that should be cited in the executive summary as well, because a lot of people will read only that portion of the Plan. Miklo said that same language could be included in the executive summary to stress the potential for a historic district downtown. He said that would not change the context of the Plan but would repeat information included elsewhere. MOTION: Swaim moved to include the potential for a downtown district in the executive summary. Toomey seconded the motion. The motion carried on a vote of 8-0. MINUTES FOR DECEMBER 13, 2007. MOTION: Ponto moved to approve the minutes of the Commission's December 13, 2007 meeting. Swaim seconded the motion. The motion carried on a vote of 8-0. OTHER: Kuenzli thanked Commission members for the work done on the Preservation Plan. Miklo distributed a booklet regarding the Iowa City Municipal Airport. He said that a requirement of the Airport Commission for removing the historic hangar building was that the history of that structure be properly documented, resulting in this history of the local airport. ADJOURNMENT: The meeting was adjourned at 6:58 p.m. Minutes submitted by Anne Schulte s/pcd/m i ns/h pG2008/ 1-10-08. doc c O .y N .~ 0 U c O Z d N L a ~L Q iJ N '~ L V d d~ ~o =o ~ N 'C C d i+ ~+ Q ^~ x x x o x x x x x o u, ~~, Hw rn o rn N M co o rn N M o ~ rn N M ao o rn N M rn o rn N M l~ o rn N M rn o rn N M o ~- rn N M rn o rn N M ao o rn N M N z ~. d m C C ~ m ~ C o° N C ~ w' 'O ~ V ~ O r+ a° E v3i ~ ~ ~. ~ ~ L'J •d 3 N 7 U p~ X W •~-, ~ N c ~ ~ c N ~ vii ~ ~ o a~~QZ a Q II II ~ II II W ~ YXOOZ DRAFT MINUTES IOWA CITY BOARD OF APPEALS MONDAY, JANUARY 7, 2008 LOBBY CONFERENCE ROOM, IOWA CITY CITY HALL 410 E. WASHINGTON STREET IOWA CITY, IA MEMBERS PRESENT: John Roffman, Chad Campion, Tim Fehr, Steve Buckman, Andrea French MEMBERS ABSENT: AI Gerard IP10 The Board of Appeals has one position open to be filled. STAFF PRESENT: Tim Hennes (Sr. Building Inspector), Dave Campbell (Building Inspector), John Grier (Fire Marshal), Sue Dulek (Asst. City Attorney), Jann Ream (Code Enforcement Asst. acting as minute taker) OTHERS PRESENT: Will Downing (411 S. Summit Street) RECOMMENDATIONS TO COUNCIL: None CALL TO ORDER: Chairperson Roffman called the meeting to order at 4:02 PM ELECTION OF OFFICERS: Campion moved to elect John Roffman as Board of Appeals chairperson. Buckman seconded. The vote was unanimous to elect Roffman as chairperson. Roffman moved to elect Steve Buckman as Board of Appeal vice-chair person. Campion seconded. The vote was unanimous to elect Buckman as vice-chairperson. CONSIDERATION OF MINUTES: Minutes from the August 13, 2007 meeting were reviewed. Buckman moved to adopt the minutes. Fehr seconded. Minutes were approved with a unanimous vote of 5-0. Appeal the decision of the Building- Official because there are practical difficulties involved in carrvinq out the provisions of the code. (411 S. Summit Street) Tim Hennes presented the issue concerning a stairway built at 411 S. Summit Street. He directed the board's attention to the application packet which included the DRAFT applicant's supporting materials for the appeal and the applicable code sections. He stated that the building code recognizes three types of stairs: regular, spiral and bulkhead. Regular stairs can have normal rectangular treads or winder treads or a combination of both. Winder treads are tapered -narrow on one end and widen out pie-shaped toward the opposite end. Spiral stairs have uniform identical treads tapered to a narrow point that all radiate from a central pole for the entire flight of stairs. Bulkhead stairs are stairs which exit from a basement to the exterior with large hatch cellar doors. Hennes explained that when regular stairs have a combination of winders and rectangular treads, it is important that the winders comply with the specified dimensional criteria. This is because they are primarily used to change the direction of the stair and create a change in the rhythm for the stair user. The winder stair treads in this case do not meet the dimensional criteria in that they narrow beyond the specified 6 inches at the narrowest point and are more like a spiral stair which cannot be used in combination with regular stairs. Hennes stated that if stairs are not constructed uniformly, they can create a hazard which is why the code is written the way it is. He pointed out that these issues were discussed in the plan review comments for the building permit but the stairs were constructed before the building permit was issued. He also stated that staff did not feel there were practical difficulties in building stairs that would meet code. Dave Campbell, Building Inspector, had gone out to look at the site and there is room for a set of code compliant stairs. Will Downing (411 S. Summit St.) stated that he agreed with all of the statements made by Hennes concerning stair code except for the point about there being room for a set of code compliant stairs. The stairs constructed in 1928 to replace the original stairs would not be compliant today and the new stairs are similar to the original stairs. He explained that the proximity of a fireplace on the first floor and door openings on the second floor restrict the run of stairs thus necessitating the current design. Campbell stated that the actual width of the stairs was wider than the minimum specified by code. So the whole stair could be made narrower by taking off the narrowest part of the spiral stair tread making them come closer to the dimensional criteria of winder treads -6 inches wide at the narrowest point and 10 inches wide at 12 inches in from the edge of the tread. Roffman asked if this would be enough to make the stairs compliant. Campbell was unsure if this would be enough or if other modifications would have to made to the design of the stairs. Campbell reiterated that no matter what, he felt there was enough room for a code complaint set of winder stairs. Roffman wondered about Downing's assertion that the fireplace would conflict. Campbell replied that he didn't understand how it would conflict. There was much discussion about the design of the current stairs and the existing conditions at the site. The discussion included explanations of the existing structural limitations and various design solutions. Downing continued to explain that he felt a code compliant stair would require another 40 inches of run on the first floor. Staff did not feel this would be necessary. Downing also felt that just narrowing the stair DRAFT would not be enough to make the stair compliant. Downing also explained why he felt the door openings on the 2"d floor would conflict. Hennes felt it was important to remember that this issue was discussed in the plan check notes for the building permit and the stairs were constructed without the permit being issued. He also reiterated that it was still staff's position that a compliant set of stairs could be built in the available space. Hennes went back to language of the appeal that there were practical difficulties in carrying out the provisions of the code. The applicant has to demonstrate that the modification is in conformance with the intent and purpose of the code and that it is impractical. Hennes stated that mixing spiral and regular stairs is not in conformance with the intent of the code because it creates a tripping hazard and it is possible to build a compliant set of stairs. Therefore, the applicant has not met the test of the appeal. MOTION: Buckman moved to deny the appeal. Fehr seconded. There was no further discussion. VOTE: The motion to deny the appeal was approved 4-1 with Campion voting no. Appeal was denied. OTHER BUSINESS: Hennes updated the board on the progress of state licensing of electrical, plumbing and mechanical contractors. The electrical licensing will occur first -the state electrical board is not quite ready to start issuing licenses yet but has issued a letter that allows electricians to continue to do work. The City is also allowed to continue issuing licenses which they have done. Staff will need to make a recommendation to the board as to what work the State Class 6 electrical license holders will be permitted to do in Iowa City. The licensing ordinance will eventually need to be re- written to reflect the state licensing requirements. The plumbing and mechanical (HVAC) licensing will be about 6 months behind the electrical licensing. Hennes gave the board a tentative schedule of the next year's meetings. Dulek gave the board a memo outlining the process of the Appeals board and guidelines for ex pane communications. ADJOURNMENT: Campion moved to adjourn the meeting. Fehr seconded. The meeting was adjourned at 4:48 PM. John Roffman, Board of Appeals Chairperson Date NAME Steve Buckman Andrea French Tim Fehr John Roffman Chad Campion AI Gerard KEY X =present O =absent O/E = absent/excused NM = No meeting = not a member Board of Appeals Attendance Record 2006 TERM EXPIRES Jan-08 Feb-08 12/31 /2011 x 12/31 /2012 x 12/31 /2008 x 12/31 /2007 x 12/31 /2008 x 12/31 /2010 O/E Mar-08 Apr-08 1 Sc Draft December 2007 MINUTES SENIOR CENTER COMMISSION DECEMBER 18, 2007 ROOM 208 Call to Order: Meeting called to order at 3:30 PM Members Present: Robert Engel, Chuck Felling, David Gould, Jay Honohan Betty Kelly, and Nancy Wombacher Members Absent: Sarah Maiers Staff Present: Emily Light, Michelle Buhman, Linda Kopping Others Present: RECOMMENDATIONS TO COUNCIL None. APPROVAL OF MINUTES FROM OCTOBER 16, 2007 MEETING-Engel Motion: To accept the minutes as distributed. Motion carried on a vote of 6-0. Engel/Gould. PUBLIC DISCUSSION-Honohan None. COMMISSION ASSIGNMENTS-Honohan Felling volunteered to write the web article summarizing this meeting. Felling will also report on this meeting to the Council and the Board of Supervisors. Engel will report on the January 2008 Commission meeting, and Gould will report on the February 2008 Commission meeting. EXTENDED HOURS OF OPERATION COMMITTEE REPORT-Kopping Kopping distributed draft copies of a job description for volunteer(s) who would serve as building attendant(s). The job is limited to supervising the computer lab, SCTV, the pool room and the fitness areas (not the whole building). The job description includes greeting public, monitoring assigned areas at a minimum of every 30 minutes, telling people when they have to leave and at conclusion of shift, checking restrooms and turning out lights if no one else is in the building. The volunteer would also serve a leadership role in the event of an emergency. Kopping suggested establishing a resource person/on-call staff member that the volunteer could contact if necessary. See attached job description. Kelly inquired about written policies/procedures that could be referenced and/or used as an authority if a dispute occurs between volunteer(s) and participant(s). Kopping referred to the code of conduct, emergency procedure manual and room use policies. u~-~ ~-uu IP11 1 sc Draft December 2007 Gould asked if the Senior Center would have any extra liability if the volunteer, for example, does not act in the appropriate way during an emergency situation. Honohan believed the exposure is same whether the staff member is a volunteer or an employee; the exposure is greatest when there is not proper training. Kopping reported that City volunteers are covered by same insurance as employees. Motion: To accept the job description for the volunteer position as written. Motion carried on a vote of 6-0. Felling/Engel. Kopping will check with Susan Rogusky on recruiting volunteers and developing a comprehensive volunteer training program. OPERATIONAL OVERVIEW-Kopping Kopping reported that the construction is behind schedule because of unexpected obstacles, which is not out of the ordinary when renovating an old building. Extra construction expenses still total less than $20,000. Kopping reported that there have been some complaints from participants and staff about air quality in the building. Sharon Stubbs, who has underlying respiratory problems, will be unable to work in this building until construction is complete, per the Occupational Health physician at Mercy Hospital. Until she is able to return to the Center, Stubbs will be stationed at City Hall and do participation counts, revise the emergency manual and help with revisions to the operational handbook. Kopping reported that the exercise equipment is on order, ready to be delivered. It will go into room G08, which is currently being used as a staging area for the restroom renovation project. According to the discussion at the most recent construction meeting, the space will not be ready by March 1; maybe April 1. The Annual Report to Community has been completed and mailed to contributors and members. Light presented Budget to Actuals Revenues Summary. As of November 30, 2007, the Senior Center had taken in $75,294.89 of the FY08 estimated revenue of $162,136.00, or 46.44%. Kopping noted that this was Betty Kelly's last commission meeting and presented her with a certificate thanking her for her 6 years of service. COMMISSION DISCUSSION-Wombacher Wombacher reported that the Promotion Committee met on October 23 and reviewed the legacy letters project, the legacy letters website and the ongoing success of the monthly newcomer's meeting. They also discussed a lot of new membership appreciation event ideas and the possibility of sponsoring a "Center Fair" to highlight everything that goes on here. Kopping suggested that the Center could benefit from increasing parking fees in the near future. Parking permit revenue consistently generates about 50% or less of the program's actual cost. Commissioners agreed that an increase in parking fees would need to be announced well in advance to allow permit holders to prepare for the change. This topic will appear on the agenda for the next Commission meeting for further discussion. Motion: To adjourn. Motion carried on a vote of 6-0. Engel/Honohan 1 S` Draft December 2007 Senior Center Commission Attendance Record Year 2007 Name Term Ex Tres 1/16 2/20 3/19 4/17 6/19 7/17 8/21 9/21 10/16 12/18 Bob En el 12/31/08 X X O/E X X X X X X X David Gould 12/31/08 X X X O/E O/E X X O/E X X Chuck Fellin 12/31/09 N/A N/A X X X X X O/E X X Jay Honohan 12/31/07 X X X X O/E X X X X X Betty Kelly 12/31/07 X X X X X X X X X X Sarah Maier 12/31/09 X X X X X X X X X O/E Nancy Wombacher 12/31/09 O/E O/E O/E X X X X X X X Key: X = Present O = Absent O/E= Absent/Excused NM = No meeting -- = Not a member IP12 MINUTES DRAFT PLANNING AND ZONING COMMISSION JANUARY 2, 2008--7:30 EMMA J. HARVAT HALL --CITY HALL MEMBERS PRESENT: Bob Brooks, Charles Eastham, Amy Freerks, Elizabeth Koppes, Wally Plahutnik, Terry Smith STAFF PRESENT: Sara Greenwood-Hektoen, Bob Miklo, Adam Ralston OTHERS PRESENT: Glen Meisner, Lucy Wibbenmeiner, Meredith Paulsen, Amy Charles RECOMMENDATIONS TO COUNCIL: Recommended approval, by a vote of 6-0 (Shannon absent) REZ07-00016, a rezoning from Low-Density Single-Family Residential (RS-5) zone to a Commercial Office (CO-1) zone for approximately 4.40 acres of property at 2815 Rohret Road subject to a conditional zoning agreement specifying: 1. Existing healthy trees along Highway 218 within 80 feet of the highway right-of-way will be preserved. 2. Sound abating construction techniques will be used if residential uses are developed on the property. 3. Except for a passenger drop-off and pick-up area, parking areas, in excess of eight spaces, shall be located behind the front plane of the building. 4. Parking areas will not be located between the east property line and any building on the property. 5. Minimum building setback of 50 feet. 6. Development on this property shall be in general conformance with the concept site plan attached hereto and incorporated herein. Any significant changes from the concept site plan shall require review and approval of the Planning & Zoning Commission CALL TO ORDER: Freerks called the meeting to order at 7:32 p.m. PUBLIC DISCUSSION OF ANY ITEM NOT ON THE AGENDA: There was none. REZONING ITEM: REZ07-00016: Discussion of an application submitted by Hodge Construction for a rezoning from Low- Density Single-Family Residential (RS-5) zone to a Commercial Office (CO-1) zone for approximately 4.40 acres of property at 2815 Rohret Road. Ralston informed the Commission there was one minor change to the application-a submission of a concept plan. He reviewed the application, pointing out the house and outbuildings on the property which the applicant would like to demolish in order to build a structure consistent with a CO-1 zone. Ralston also pointed out the stands of mature trees on the land, as well as the undulating topography. Ralston reviewed the applicant's concept plan, which showed eight front parking spaces, two of which were handicap spaces, screening on the south side along Rohret Road, the building footprint and parking spaces to the rear of the building. He said the concept plan met Staff's expectations. Ralston said a conditional zoning agreement would be appropriate. Ralston stated the main concern was the parking, and that it be kept to the rear. He said the Conditional Zoning Agreement would state that if the parking needs to be moved, the application would be brought back to the Planning and Zoning Commission. He also said the CZA should require all the vegetation in certain areas of the property be preserved, and if there are changes in that area, those also need to come before the Commission. Ralston stated that with those specifications, Staff recommends approval. Planning and Zoning Commission January 2, 2008 Page 2 Miklo added that the code requires evergreen screening along certain areas of the parking lot, and that there will be further scrutiny when the property is developed. He also pointed out specific areas of trees to be preserved, and reminded the Commission of the recommendation fora 80 foot buffer strip along Highway 218 which would preserve the trees in that area. Freerks called for questions to Staff. Brooks asked about the trees in the north-south zone, the possibility they are growing on a sensitive slope area, and how that would affect their preservation. Miklo said he was not yet sure if that specific area was a protected or sensitive slope, but that information would be verified at the time of the site plan when the property is developed. Brooks asked how the Commission could describe those trees for the benefit of protecting them before the Commission knows the results of the survey. Miklo said the Commission could describe the area in the CZA based on an elevation point, measurement, or a drawing that would be attached to the CZA before the item goes before City Council. Smith said the policies are already in place to address those issues, and what the Commission is discussing tonight is just the rezoning. Miklo said he was not yet sure if the Sensitive Areas Ordinance protects the trees in question, and there was some previous discussion about wanting parking in a certain area so that the trees and slope in question were left undisturbed, which is why the Commission may want to lock into that with the CZA. Freerks reminded the Commission that protecting the trees and having the buffer along the highway was kind of a "swap" for having the eight parking spaces in front of the building. Koppes asked if stating, "general compliance with the concept plan" would be specific enough wording in the CZA. Miklo said the more specific the Commission could be, the fewer questions that will come up in the future. Freerks opened the public hearing. Glen Meisner, with MMS Consultants for Hodge Construction, asked the Commission if he could answer any questions for them. Smith asked about the setback for the building being 50 feet, and if the applicant was comfortable with that. Meisner said the concept drawing showed a setback of 61.7 feet. Brooks asked about the approximate square footage of the building. Meisner responded that the concept drawing showed a building of about 80 feet by 100 feet, which equals about 12,000 square feet. Brooks commented that the parking area with 50 spaces seemed like more parking spots than need by a daycare. Meisner said the number of sparking spaces proposed on a concept plan are calculated the square footage of the building. Lucy Wibbenmeiner, asked what the property was going to be rezoned as, and what would be built on the site. Smith and Freerks explained the rezoning was for a CO-1, and one of the proposed uses would be a daycare. Miklo added that CO-1 was for office uses, possibly limited retail, but the most likely use would be for office space. Wibbenmeiner asked if the Commission would be voting on the matter that night, and Freerks said that they most Likely would be voting, and if they did not, they would ask the applicant to defer because of the 45-day limitation period. Koppes added that after P &Z votes, the matter goes on to the City Council, where there will be more time for the public to speak. Wibbenmeiner said she has always enjoyed the farm on the property, and if there is going to be something commercial on the site, she might like a say in what goes in. She said she had spoken with neighbors, and one had mentioned the possibility of a small coffee shop or something similar. Planning and Zoning Commission January 2, 2008 Page 3 Freerks stated that Wibbenmeiner might want to discuss her concerns and ideas with the applicant later, but during the meeting, questions were to be directed to the Commission. Melinda Paulsen, 1427 Rainer Dr., expressed her concern over the parking lot, and said it would be basically in her back yard. She asked about the screening. Miklo said there are screening requirements for commercial parking areas, and requirements in the zoning for an evergreen hedge to screen the area from residential zones. He stated the zoning requires the evergreens be at least three feet tall when planted and reach a minimum of six feet at maturity. Paulsen asked about the possibility of a security light right in front of her living room window and what recourse she would have about something like that. Miklo said there are lighting standards that do not allow light trespass on to an adjacent property. The standards state the light must be downcast and the light may not exceed one-foot candle at the property line. Paulsen inquired about the possibility of the building sitting vacant for a few years, being bought, and then being rezoned again for something different, like a Hooters restaurant or beer garden. She said she was concerned about this because of property values. Freerks said the Comprehensive Plan shows the property as residential or a type of commercial that would fit into the area, typically an office or a daycare that has daytime traffic, but not a lot of evening traffic. Paulsen asked about where the outside play area would be if the property was developed as a daycare, and expressed concern about children having to cross a parking lot in order to access the playground. Amy Charles, 1346 Shannon Dr., brought up her concerns over neighborhood cohesiveness, safety, and keeping the area a place where all the residents are able to pay attention along the streets to what is going on outside. Charles mentioned several recent police calls to the neighborhood. She told Commission members that if the property is developed as planned, it would be a long stretch from Rainer to the highway where there would be basically nobody paying attention. Charles asked about the possibility of a future owner changing the use of the site from a daycare to something else allowed under CO-1 zoning, and if there was someway to restrict what might be allowed. Freerks said any business that fit within the CO-1 guidelines would be allowed use of the property. Miklo stated CO-1 is mainly an office use, and the only retail use would be personal service, such as a hair salon. Hospitality uses are allowed, such as a guesthouse, but only up to nine rooms. He added that private schools would be allowed, as well as religious institutions. He stated food service establishments are limited to 100 occupants, and the code does not allow drive-up service. Charles said that although she understands the site is seen as a buffer for noise along the highway, she pointed out houses right along the highway further north where noise was apparently not an issue. Plahutnik agreed that while there has been no shortage of developers who are willing to build right up against a highway, he finds it laudable that Hodge is not looking to put houses on the site. Charles said she thinks there is a premium on land close to the University for those people interested in walking and biking. Eastham said the Commission is looking at including a concept plan with the rezoning which will be part of the condition zoning agreement, and that will continue with the zoning for the site into the future. He added that if the building were sold in the future, and used for another purpose, the conditions of the zoning would still apply, unless the zoning agreement were changed. Freerks closed the public hearing. Motion: Smith made a motion to approve CZ07-00003 with five conditional zoning agreements: 1. Existing healthy trees along Highway 218 within 80 feet of the highway right-of-way will be preserved. 2. Sound abating construction techniques will be used if residential uses are developed on the property. Planning and Zoning Commission January 2, 2008 Page 4 3. Except for a passenger drop-off and pick-up area, parking areas, in excess of eight spaces, shall be located behind the front plane of the building. 4. Parking areas will not be located between the east property line and any building on the property. 5. Minimum building setback of 50 feet. Brooks seconded the motion Freerks called for discussion of the motion Freerks said there was no language in the motion to protect the trees as part of the swap made for the eight parking spaces in the front of the building. Smith said he thought the building setback was another tradeoff the applicant made. Freerks said that did nothing to protect the grove. Smith said he thought the grove was shown as undisturbed in the concept plan, and the regulations with a sensitive or critical slope area would protect the trees. Koppes pointed out that it was unknown if the slope qualified as a sensitive area. Freerks added the Commission has the ability to do more. Eastham asked if the concept plan should be part of the conditional zoning agreement. Miklo said it was a possibility, and the rezoning could state that the applicant must generally conform to the concept plan. Miklo said the Commission's main concerns seemed to be three-fold: placement of the building, placement of the parking, and preservation of trees on the slope. Miklo said the Commission could qualify and say, "General conformance with the concept plan and if there's a significant change regarding the setbacks, parking, building, or the trees on the slope, it must come back to the Planning and Zoning Commission." This would give the Commission some extra assurance of getting what they saw on the concept plan. Smith said the problem with that was what is "general conformance"? He stated he feels the Commission has some very specific requirements for the conditional zoning agreement. Freerks said there was currently no wording to prevent the building from being moved over on to the slope. Smith said he thought logistical issues would make such a move unpractical, rendering the slope and the trees inherently protected. Miklo added that given some public concern, the Commission might want to add a minimum setback for the parking along the east property line. Smith asked what the codes require, and Miklo said it was 10 feet. Brooks said he thought that area had a fairly steep slope and building on that area would be expensive and require retaining walls. Koppes said her concern was that the Commission was leaving one whole side of the property open with no protections. Brooks said as much as he would like to protect trees, he does not want to tie a property owner into preserving them, given that the Commission has had no report from the city forester about value or condition of the trees in question. Koppes responded by asking about the parking area on the other side of the building, and Brooks said the Commission already had standards they've agreed to, and if the Commission wants to make provisions every time a CO-1 butts against a RS-5, they should have it in the code. He added that the topography of the site already makes it costly for the developer to move the parking further east. Smith asked for the City Attorney's advice if "general conformance to the concept plan" gave the Commission any additional guarantees without creating too many ambiguities. Greenwood-Hektoen said such a statement would be, generally, a good way to get the Commission what they see on the concept plan. She said she thought the concept plan seemed a little ambiguous but if it was to scale it could be included with a CZA. Freerks pointed out the Commission already decided to wait for a concept plan to make a decision, yet now they seemed unwilling to apply anything to the CZA. Smith disagreed, saying the motion to the CZA limits parking in the front of the building to no more than eight spaces, and requires a 50-foot minimum setback. Freerks said that those were things they didn't need a concept drawing to understand. Smith said there were three different amendments to the CZA that the concept drawing helped the Commission visualize. Eastham made an amendment to motion to offer a sixth condition: the development would be approved if it's in general compliance with the applicant's submitted concept plan, or it would need to return to P & Z Planning and Zoning Commission January 2, 2008 Page 5 for approval. Koppes seconded the amendment to the motion. The amendment to the motion carried on a vote of 6-0 (Shannon absent). Freerks called for any further discussion on the amended motion. She stated she agrees the trees in question will probably be protected because of the slope. She added that she believes the site, being adjacent to the highway, is a good place to have a CO-1, and that it can fit nicely with the neighborhood. Eastham said a big factor, for him, in rezoning from a RS-5 to a CO-1 was the Southwest District Plan, which discussed the parcel in question specifically, and considered it for commercial development as an alternative to residential. The motioned carried on a vote of 6-0 (Shannon absent). Miklo stated the rezoning item would be scheduled for the January 29th City Council meeting. OTHER: Smith stated he would not be able to attend the February 4th and 7th meetings. ADJOURNMENT: Motion: Eastham made a motion to adjourn the meeting at 8:10. Koppes seconded the motion. The motion carried on a vote of 6-0 (Shannon absent). s/pcd/mi ns/p&z/2006/ 1-02-08. doc 0 .N .~ E 0 U~ ~ O c v •= d O ~ N ~o ~ = N Q1 ~ C ~ C ~C d C ~ ~ Q a +. v 3 0 N r X X X X X ~ X ~ ~- ~ ~ w O r ~ 0 ~ .- ~ 0 00 O ~ 0 N r ~ 0 O r ~ 0 OD O ~ 0 ~ .- ~ 0 ~ z N m m w (U N ~i Q N Y LLi Y C a ~ C O c~i~ ~ v~j F ~ ~ .~ ~ - f-W O .- 0 ~ ~ ~ 0 00 O ~ 0 N ~ ~ 0 O .- ~ 0 00 O ~ 0 ~ ~ ~ 0 E Z y O m m ~ w U N ~ d ~ Q N ~ a Y LLI Y C ~ m a ~ C O ~ e v~ O ,+L_+ v~ F- a~ U X W ~ C C N ~ ~ N ~ ~ d Q Q ~+ W Yxoo IP13 MINUTES DRAFT PLANNING AND ZONING COMMISSION DECEMBER 20, 2007-7:30 PM MEETING ROOM B, ROBERT A LEE RECREATION CENTER MEMBERS PRESENT: Robert Brooks, Charles Eastham, Ann Freerks, Elizabeth Koppes, Dean Shannon, Terry Smith MEMBERS EXCUSED: Wally Plahutnik STAFF PRESENT: Sara Greenwood Hektoen, Bob Miklo, Adam Ralston, Tim Weitzel OTHERS PRESENT: Mark Danielson ,Judith Pascoe, Claire Sponsler, Jim Ponto, Helen Burford, Cecile Kuenzli, Mark McCallum, Jean Walker, Mike Haverkamp, Glen Meisner, Kevin Digmann, Amy Charles, Melinda Paulsen RECOMMENDATION TO CITY COUNCIL(become effective only after separate Council action): Recommended approval, by a vote of 6-0 (Plahutnik absent), SU604-00011: an application submitted by John Oaks Estate for final plat of Lyn-Den Heights Part III, a 2-lot, 38.67-acre residential subdivision located on Rapid Creek Road NE. CALL TO ORDER: Freerks called the meeting order at 7:30 p.m. PUBLIC DISCUSSION OF ANY ITEM NOT ON THE AGENDA: There was none. COMPREHENSIVE PLAN ITEM: An amendment to the Comprehensive Plan to include the 20007 Historic Preservation Plan, which contains policies and recommendations for the identification, preservation and regulation of historic landmarks, properties and neighborhoods. Weitzel, Chair of the Historic Preservation Commission, discussed three issues that were raised at the P & Z work session. The first issue was in regards to the University as a steward. He said that while the City cannot create mandates for the University, it is still a worthy goal to pursue cooperative efforts to preserve historic structure on University property. He thinks a City and University task force would be the best place to address issues. The second topic was the Downtown area. He displayed a diagram showing the downtown area with a smaller historic district surrounded by a larger conservation district. He said such a plan would trigger a better chance for federal and state tax credits. He said the details regarding administration of the proposed districts have yet to be planned out. He said a similar plan was laid out in previous years, but the problem was getting in contact with the property owners (not the merchants). He said the plan calls for a facade program to improve historic store fronts. He said the districts will help with economic development by creating a pleasing shopping environment, help rebuild the existing area, and create a greater shopping potential that will increase the tax base for the City. The third subject Weitzel spoke about was affordable and environmentally sustainable housing. He said traditional building materials and methods are often more affordable when compared to modern alternatives, as well as being repairable. For instance, many modern windows must be thrown out if they are damaged, while traditional windows can be repaired. Preserving traditional materials is economically and ecologically sustainable. He mentioned that large old buildings Planning and Zoning Commission December 20, 2007 Page 2 could be repurposed as residential housing rather than being torn down. He mentioned that building renovations, when part of a historic district, can apply for federal and state tax credits. He said preserving older homes helps preserve affordable housing stock. He said that less than half the residents of Iowa City own a home, which highlights the need for affordable rental properties as well as affordable owner-occupied property. He cited studies that show diverse, mixed housing helps with neighborhood dynamics, vitality, and stability. He said when more than 50% of the housing stock in a neighborhood becomes rental you start to have problems particularly in a college town. He distributed possible revisions to pages 64-66 of the Preservation Plan. He said the draft revisions were intended to address the concerns. raised by Eastham and Brooks about emphasizing owner-occupied over rental. He also distributed handouts about ownership programs that have been used to stabilize neighborhoods in cities like Dubuque and Philadelphia. Eastham brought up his concern that the Historic Preservation Commission work closely with the market analysis for the Downtown. Weitzel said there couldn't be a historic district without the consent of the landowners, so the goals of the market analysis would have to be part of the process. Miklo described the proposed changes in language in the Historic Preservation Plan that may clarify the concern about owner-occupied and rental housing. He said number six of Communication and Neighborhood Stabilization Steps on page 64 was changed from, "Promote neighborhood stabilization through the conversion of rental properties to owner-occupied residences or duplexes by encouraging homeownership, developing a Homeownership Incentive Program such as outlined below," to, "In areas where housing condition surveys show the need for reinvestment, promote neighborhood stabilization through a Homeownership Incentive Program such as outlined below." Number one of Home Ownership Incentive Program on page 65 had proposed additional wording, changing it from, "Consider the primary goal for such program as neighborhood stabilization by encouraging an increase in owner-occupied properties," to include "...where housing conditions indicate a need for reinvestment." Number three on page 66 struck the wording, "Initially target the program at specific neighborhoods that are locally designated historic or conservation districts. Extend the program to all new districts upon designation." The proposed wording read, "Target the program to neighborhoods where housing conditions indicate a need for reinvestment, for areas where the percentage of owner-occupied dwellings are less than 50% and for areas that contain small affordable dwellings that are suitable for first time homebuyers." Number four on page 66, which read, "Make available a package of incentives aimed at converting buildings containing rental units to owner-occupied single-family dwellings or duplexes," was struck completely. Eastham expressed his continued concern that a Historic Preservation Plan should have its primary goal as preserving historic structures, not a program targeting neighborhoods. Miklo said he felt the purpose was broader than simply preserving buildings. Eastham said that he felt that a home ownership program that is part of the preservation plan should be limited to historic and conservation districts and should not be expanded to neighborhoods in general. Public discussion was opened. Judith Pascoe, 317 Fairchild Street said she has lived in Goosetown for several years and now lives in the North side She said that she is currently the coordinator of the Northside Neighborhood Association. She expressed her interest in the plan, especially the homeowner incentives, because she said neighborhoods close to downtown face a lot of pressure from high housing prices especially for rental properties. She said, historically, zoning allowed a high number of tenants in a structure, which now makes the price of buying a property and converting in back into asingle-family dwelling prohibitive. While current zoning regulations may have Planning and Zoning Commission December 20, 2007 Page 3 changed, she said existing rental homes are grandfathered in, making the likelihood of a change back to owner-occupied highly unlikely. She also mentioned the constant pressure to turn single owner-occupied houses into rental properties because of the financial incentive. She said while residents of close-in neighborhoods are happy with a mixture of owner and rental properties, she feels it will take an incentive program to keep the balance in check, because the pressure is to go to rental. She said the owner occupancy incentive program is necessary to help stabilize these close-in neighborhoods. Claire Sgonsler, 413 Gilbert Street said she would like to support the integrity of the focus vision, as well as second Pasco's opinions. She said she thinks the possibility of an incentive program tipping a rental property back into owner-occupied is especially important in areas that are historic but don't have the official designation because those are the areas that are most at risk for losing neighborhood stability and their historic buildings. She said she participated in the preservation planning process when the owner occupancy incentive was proposed. She said it was a direct response to concerns expressed by neighbors at those meetings Jim Ponto, 618 Brown Street, said he is the Brown Street representative on the Historic Preservation Commission. He said the Plan is especially important for areas at risk of losing stability and historic structures, as well as existing districts. He also would like to see balance of owner-occupied structures and rentals. He said that the Brown Street historic district helped to stabilize the neighborhood. Helen Burford, 528 College Street, who works with Friends of Historic Preservation, said that over the years there has not been an active community effort to develop financial incentive programs for historic preservation. She would like to see a "road map" for home ownership incentives for people who are interested in historic properties and the assistance programs that are available. Kuenzli, member of Friends of Historic Preservation, and active member of the Longfellow Association, said if someone is concerned with affordable housing in Iowa City, then he or she should do what the Plan is encouraging without weakening the language or hiding the meaning. She stressed that just because a neighborhood is "historic" does not mean it is full of large, fancy houses. Many historic districts are made up of small, modest homes, she said. She gave an example of a house that recently went on the market. She said a Friends of Historic Preservation member approached the owner with an offer to buy and restore the property as an affordable single-family home, but the homeowner laughed, saying a Realtor had offered a much higher sum, and now the house is divided up into rental property stuffed full of "many bodies." Kuenzli said this is a perfect example of how the Historic Preservation Plan could have lead to affordable housing, but instead the property turned into a rental. She said people are afraid to buy houses in neighborhoods where that is the pattern. She said think of older neighborhoods where houses are smaller and therefore more affordable. She urged the preservation of such neighborhoods. Mark McCallum, a Realtor and landlord, spoke about affordable housing and tweaking multifamily zones. He said if Iowa City isn't going to offer enough affordable housing in modern apartments (referring to one bedroom units, rather than three or four bedrooms), then the issue is going to spill over into historic districts because developers will see older structures with grandfather clauses to be all the more desirable. He said recently a building in his neighborhood with small one-bedroom rentals was torn down and replaced by the same number of units but each unit had four bedrooms. He said as a result those units are no longer affordable. He cited disincentives, such as parking space requirements, for building smaller, affordable rental housing. Jean Walker, 325 Lucon Drivel spoke about the consequences of a home turning into a rental property, such as cars being parked on the grass, the yards torn up, and the interior home structure being abused. She also addressed the University of Iowa's impact on neighborhoods near the University. She said it is an "unlevel playing field" because if the University buys a property that falls within a historic area it can do what it likes-up to tearing the property down. Planning and Zoning Commission December 20, 2007 Page 4 She said this is a concern in her neighborhood and wishes to see the preservation plan provide support for the preservation of these neighborhoods. Michael Haverkamp, President of Friends of Historic Preservation, said many people in the community have been a part of creating the Plan during the last year and a half, and it has been well considered. He said there was a lot of input at the neighborhood level. He was happy that there were few questions from Planning and Zoning, and he said understood the Commission's concern over affordable housing. He said the pressures felt in many of Iowa City's historic neighborhoods are somewhat unique, in that unlike other urban areas, historic preservation here is not a form of gentrification used to take low-income owners out of the equation. He stressed that the Plan is trying to help sensitive neighborhood back into what they were originally planned for-single-family housing. He encouraged the Commission to endorse the plan. Freerks closed the public hearing and opened discussion for the Board. Motion: Eastham made a motion to defer to the next meeting because this was the first public meeting held on the item, and the first substantial revision of the Historic Preservation Plan in 15 years. Smith seconded the motion. Smith asked for clarification of the Planning and Zoning Commission's role in the Historic Preservation Plan. Miklo explained that because the Historic Preservation Plan is proposed to be part of the Comprehensive Plan, it is the Commission's role to make a recommendation to the City Council. Miklo said that although there are zoning issued discussed in the plan, such as Historic District overlay zones, there are also non-zoning issued, such as economic development and neighborhood stabilization proposal that the Planning and Zoning Commission does not deal with on a regular basis. The Commission's role is to make a recommendation to the Council. The Commission could recommend revisions to the draft and those could be sent back to the Historic Preservation Commission for their review. If the Historic Preservation Commission does not concur with the changes recommended by Planning and Zoning, then the City Council would need to decide which draft to accept. Smith confirmed that Planning and Zoning have the option of Smith confirmed that the Commission had the options of recommending amendment of the Comprehensive Plan to include the Preservation Plan as drafted, to propose changes or reject the proposal and the current language in the Comprehensive Plan would stay. Miklo said he thought that the first two options are correct but if the Planning and Zoning Commission recommended against amending the Comprehensive Plan, then the City Council would decide. Freerks said that at the informal meeting there were four items that the Commission had questions about and staff and the Chair of the Historic Preservation Commission had responded with the information in a memo and proposed changes to the language of the Preservation Plan. She asked if the Commission would like to give some direction on those items. Eastham said he is in favor of the historic preservation. He said that goal two of the plan had several objective aimed on improving the historic preservation review process. He suggested that it might be prudent of the Historic Preservation Commission to agree to accomplishing most of the objectives in goal two before they move on to proposing any new conservation districts. Freerks and Koppes disagreed, saying that would be denying the opportunity for new districts. Miklo said the Historic Preservation Commission sets annual goals for work to be accomplished and it was his understanding the objectives in goal two were high on Historic Preservation's list so that they would likely accomplish many of those before they moved on to pursuing additional districts, but there was no guarantee of that. Planning and Zoning Commission December 20, 2007 Page 5 Smith said he echoed what Eastham had said. He was concerned that the plan has centered on affordable housing, home ownership incentives, and multifamily housing, rather than the core objectives of historic preservation. Weitzel cited the consultants who are preservationists and urban planners who developed the plan and said historic preservation starts off as a good way to preserve buildings and history, but then dovetails into a way to preserve and stabilize neighborhoods, and create economic development. He said that preservation is not just about historic buildings but is a tool for improving the quality of life for neighborhoods. He cited Brown Street and Iowa Avenue as examples. He said that the mission statement is to protect, identify, and improve quality of life and economic use of historic buildings and areas for this generation and future generations. Smith said while he agrees with the stated goals of the Historic Preservation Plan, what he struggles with is the attempt to identify the "problem," and what much of the conversation seems to be centered on as the problem are students and the University's failure to build enough housing for the growing student population so they are spreading out into neighborhoods. Smith said the Commission has been trying to make some changes to counter that, which he considers to be a good thing, however, he noted a developer who made a proposal to the Commission a few weeks earlier for high-density student housing. The developer advocated the project had similar goals as Historic Preservation Commission's goals, yet it was denied. Smith said he feels the Commission has been somewhat disingenuous, and needs to think about what their solution to the student-housing problem is if they support these goals. He said the Commission can't flip- flop objectives on different projects. Miklo said the Comprehensive Plan does address the housing issue, and identified the area south of Burlington Street as an area of growth for high-density housing. He said they are talking with the above-mentioned developer about afive-story building, rather than 12-story building. It would be about 300 - 400 bedrooms per acre (still a high density) rather than the 830 originally proposed. He said the point is the City had identified an area south of downtown for high density housing and that was what we were getting and that might take pressure off historic neighborhoods. Eastham said he thought that the more dense project represented vertical density and that addressed the student housing problem fairly well. He said he had asked the City Attorney's Office if the City could more directly regulate student housing and identify if there were certain zones from which students could be excluded. Greenwood-Hektoen said she did not think that would be a permissible land use regulation, but if the majority of the Commission would like to explore it, she would research the question further. Freerks asked if the majority of the Commission would like to research this idea. Eastham said he did not wish to pursue the issue further. Koppes said we need to be careful when we say we turned down high-density zoning applications that could have helped stabilize close-in neighborhoods. She said the same argument was used with the Lodge, but it was only speculation that it benefited older neighborhoods. Shannon said he thinks if you want to take the pressure off neighborhoods you do need to provide high rise or higher density somewhere. He said he thought that older neighborhoods would come back but agreed that groups of students are hard on older houses. Having been a landlord in the past he said he had first hand experience. Brooks said he would be more comfortable voting for, and moving forward with, the Historic Preservation Plan if the Historic Commission had voted upon, and approved, the proposed changes in language. Miklo said the Commission had options: take the document back to the Historic Preservation Commission with the proposed language changes, propose some amendments to go on to the City Council, or take it back to the Historic Preservation Commission, see if they agree, and if they do, then jointly recommend it to the City Council. Planning and Zoning Commission December 20, 2007 Page 6 Brooks said he wanted more clarification on how the downtown would be affected by the Historic Preservation Plan. Miklo directed the Commission to page 72, objective three of the Plan, which proposes a small downtown historic district and a conservation district for other parts of downtown. Brooks expressed concern that the information there did not come across in the executive summary very strongly. He said he does not think the history of architecturally significant downtown buildings, past merchants, and businesses are being taken seriously enough. He said that without a downtown designation we could lose many of the historic buildings which are as important as our historic neighborhoods. As a business owner in the hospitality industry he gets lots of requests from guests for information about the historic nature of downtown. He said that he feels the historic nature of downtown is a real asset for economic vitality. He said he is also concerned that incentives be provided for preservation of historic structures regardless of whether they are owner occupied or rental occupied. Miklo said that the City once had a rehabilitation program for rental properties but it was discontinued back in the early 1990's. He said that there was not a lot of interest in the program on the part of landlords due to the requirement that rents be kept at the fair market level. Koppes said she thinks the Plan does not go far enough in regards to the University and neighborhood preservation. Freerks called for an amendment to the motion to continue the discussion to January 17, 2008. Eastham made the motion, and Smith seconded it. The motion carried 6-0 (Plahutnik absent). REZONING ITEM: REZ07-000016: Discussion of an application submitted by Hodge Construction for a rezoning from Low-Density Single-Family Residential (RS-5) zone to Commercial Office (CO-1) zone for approximately 4.40 acres of property at 2815 Rohret Road. Ralston presented maps and aerial photographs to the Commission, which detailed the site's original farmhouse, out -buildings, topography and trees on the property, as well as buildings in surrounding neighborhoods. He explained that Hodge Construction wants to demolish the house and surrounding outbuildings and rebuild with a use that would be suitable for a CO-1 zone, for example, a daycare. The site is currently zoned as RS-5 for residential use, and if it were rebuilt for RS-5 it would yield approximately 10 residential lots. Ralston explained that the CO-1 zone can serve as a buffer between residential, commercial, and industrial zones. He added that while there are no commercial or industrial uses in the area, Highway 218 generates a significant amount of noise, and as such, residential use may not be the most appropriate for the site. CO-1 uses are generally less sensitive to noise, but if residential uses are allowed on the second floor of the property, Staff recommends a conditional zoning agreement and that will require the use of sound dampening building techniques and materials. As far as the Comprehensive Plan, Ralston said the Southwest District Plan identified the property, and states that low-intensity, non- residential uses, such as a childcare center or a small religious institution, might be appropriate. He added that CO-1 zones are designed to be adjacent to residential areas, and there are homes located to the north and west of the site. Records indicate that the farmhouse on the property was built around 1900, but there is documentation to show the house is historic. He pointed out some steep grades on the property, which will affect development, as well as several stands of mature trees, which should be preserved as a noise buffer. He said the 2006 Traffic Survey counted 4,600 trips on Rohret Road, while the road is indicated for a capacity of up to 12,000 daily trips. He said a CO-1 use would fall well within the trip capacity of the road. The road also has sidewalks on both sides. He said Staff recommends approval of the item subject to a Conditional Zoning Agreement that specifies four items: Planning and Zoning Commission December 20, 2007 Page 7 1. The trees along Highway 218 are preserved within an 80-foot right-of-way as a buffer. 2. If there are residential uses on this property, sound abating construction techniques be used. 3. Parking will be located to rear of the building. 4. If parking will be located on the side, it will be to the west, not the east, due to the existing residential uses to the east. Brooks asked what the Comprehensive Plan indicates as possible uses for the land on the east side of Highway 218 (across the highway from the site). Miklo said the Southwest District Plan shows anorth-south street that would enter into an area called the Carson Lake Neighborhood, and the Plan shows neighborhood commercial in the area, specifically non-residential uses along the highway that would be compatible with the surrounding neighborhood. Freerks opened the public hearing. Meisner, with MMS consultants, said he and Hodge Construction are in agreement with all of the conditional use items except number three, where there would be no parking allowed in the front of the property. He said they would like to see eight parking spaces, maximum, including some handicapped spots, at the front of the building as part of a proposed loop drive. He said front parking is important because of a tree line in the middle of the site that will need to be preserved, thus cutting into available space on the west side. He also said that the property is located on an arterial street, and it is not unusual to have front parking on such a road. He said front parking would be screened from Rohret Road to make it less visible. Meisner noted that if the property were developed as a daycare it would be important to have convenient parking places at the front of the building for parents dropping off and picking up their children. Commissioners inquired about the trees and sensitive areas on the property, and Miklo said that his office has not been able to do a full analysis of the property, but will know more when there is a site plan proposal. Koppes said if it was put in the Conditional Zoning Agreement there would be no question that the trees would be preserved. Eastham said it would be good to be specific and identify the trees to be preserved on the plan. Digmann spoke to the Commission about possible businesses Hodge Construction had considered as occupants for the site, and said that they would need to be destination-type establishments, such as a day care, religious center, or offices, none of which would require highway access. He also agreed with Meisner that a limited number of front parking spaces would be important--one for the customers of the future business, and two, because of the terrain and trees existing on the site. Digmann noted that it would be important to leave some open area as a playground if the site develops as a daycare. Freerks referenced letters of concern over "mature oaks," and asked Meisner about Hodge Construction's intent to preserve trees, including those in areas not protected. Meisner said Mike and Dave Hodge are the "biggest tree lovers you'll ever find" and their intent is always to keep as many trees as they can. Brooks asked about setback requirements, and Miklo said because of setback averaging, he suspects the building could be no closer than 40 feet to Rohret Road. Brooks said he would consider allowing parking in the front if the Board could place a 50-foot setback condition which would give room for a circular drive and some good screening between the street and parking. AmYCharles, 1341 Shannon Drive, said she is concerned about safety in the area. She cited increasing police calls in the neighborhood, and she is worried that the proposed change in zoning will further isolate the street, as there would be no residential uses facing the street. There would not be anyone aware of what is happening along the street. She said if this is rezoned from residential she would want to see a use, such as a community center or day care, which benefits Planning and Zoning Commission December 20, 2007 Page 8 the neighborhood. She questioned if it was zoned office what could go on this property. She also was concerned about parking and said that a having a use that is not obviously residential would not benefit the quality of the neighborhood. Shannon asked for clarification about Charles concern about how this proposal would affect crime in the neighborhood. Charles said that if this is developed with anon-residential use there would be no houses for a long stretch. She said that if something happened on the street during the evening, there would be no one to see it. Melinda , 1427 Rainer Drive, told the Commission she thinks the traffic count numbers are deceiving because at peak travel times people in the area can find it very difficult to pull out onto Rohret Road, and she is concerned about added traffic and safety. She also is concerned about trees she sees from the back of her home, property values, and run-off from the elevation change from the proposed site to her property. She is concerned that there not be a restaurant with a beer garden.Koppes suggested that Paulsen contact the traffic planner regarding her concerns about traffic. Freerks closed public hearing Brooks inquired about screening requirements. Miklo informed the Commission that there are requirements when a commercial property borders a residential area. He said the requirements include vegetation screening when parking areas are involved. He also pointed out that many of the trees Paulsen was concerned about are actually on the condominium property. Smith asked how staff felt about a limited number of parking spaces in front. Miklo said that his Staff's main concern with front parking is that the site sits in a pleasant residential area. They believe office and commercial uses can fit into a residential area as long as they are not overly commercial. He said he thought a limited number of parking spaces, well screened, could work. He said he would like to see a concept plan showing how that might work. Motion: Brooks said he would like to see more detail, and made a motion to defer until January 2, 2008. Shannon seconded it. Freerks clarified which areas the Commission would like more information and details on: a 50-foot setback from the street, eight parking spaces in front of the building, the proposed circular drive, and protection of the grove that runs north and south through the property. Brooks added that he would like some kind of statement on site lighting. The board voted 6-0 (Plahutnik absent) to defer the vote until January 2, 2008. SUBDIVISION ITEM: SUB07-00006: Discussion of an application submitted by John Oaks Estate for a final plat of Lyn-den Heights III, a 2-lot, 38.67 acre residential subdivision located at 4584 Rapid Creek Road NE. Ralston displayed an aerial photograph of the property to the Commission and said the final plat would divide the property into two separate parcels, one to the west with the original house and the second, called "Out-lot A," which would remain undeveloped. He said there had been no changes in the application since the Commission's informal meeting, and Staff recommends approval of the final plat. Freerks called for questions to Staff. There were none. She then opened the pubic hearing. Danielson, attorney for the estate, said the application for the final plat is to allow them to break off the house from the rest of the property so they can settle the estate. He said it saves the Planning and Zoning Commission December 20, 2007 Page 9 balance of the subdivision for future development, and it is consistent with the road plan that is in place. Freerks called for questions from the Commission. There were none. Motion: Smith made a motion to approve the final plat. Koppes seconded the motion. The motion was approved 6-0 (Plahutnik absent). CONSIDERATION OF MEETING MINUTES: NOVEMBER 15, 2007 Freerks made a correction to the minutes, stating that she did not second the closing of the meeting. Motion: Smith made a motion to approve the corrected minutes. Brooks seconded it. The motion was approved 6-0 (Plahutnik absent). OTHER: DISCUSSION OF CAPITOL IMPROVEMENTS PLAN Miklo said the document is the proposal the City Manager has set on to the City Council. The City Council will be discussing it at their budget hearings in January. He noted that some items in the plan had been shifted around including the Northside fire station and Sycamore Street. Koppes said Sycamore Street is always on her list for improvements, as is Gilbert Street. She also questioned American Legion Road and Lower West Branch Road. Miklo said Lower West Branch Road was completed earlier in the year, and American Legion Road has ahigher-grade surface, and is in better shape, than other roads on the list. Koppes said she thinks the road needs to stay on the Board's radar as more construction develops in the area. Smith asked what things the Commission wants that are not included in the Plan. Members discussed amongst themselves and concluded that they were in agreement with the document. Motion: Smith made a motion to adjourn the meeting, and Brooks seconded it. The motion carried 6-0 (Plahutnik absent). N X X X X ~ X X ~XXIXI~XXX o X X X X X X X r o X X X X X X X r 0 N X X X X X X X 01 X X X X X X p X p X X X X X X X X X O X X p X X X ~ X X C O Q X ~ X X X O U'a Z ~ X X X X ~ X X (; z C V F- ~ LL ~ ~ LL ~ N vp ~ ~ X X X X X X X ~ C N J 4 _~ a ~ •_ ~ ~ ~ X x X X X x X ~ ~~ O C ~Q ~ a ,, m ~ X x x X X X X - U 3 o ~ o x X x X x X M X X X X X X ~ ~,IXIXIXIXIXI'<IX NXXXIoooX NIXIXIXIXIXIXIX X X X X X X X ~~ O ~ O ~ O W ~ ~_ O O ~ ~ In ~ Ln In ~ ~ L(') H, x 0 0 0 O O O O _~ Y L i O~ C L a c m Emw~iYavLi~n N r X X X X ~ X X r X X X X X X ~ o r X X X ~ p X X n X X X X ~ X ~ ~ X X X X ~ ~ X ^ X X X O O X O `' m X X ~ X X X X M X X X X X X X v ~ x o X X x X X N N X X X ~ X X X N X X X X X O x ~ ~ O ~ o0 N 0 00 ~ ~- ~ ~ l j ~ l~ O ~ ~ L!~ l! O ~ ~ ~ ~ W o 0 0 0 0 0 0 y y fA Y C C O o ~ o- ' ~ ~ ~ ° ~ m ~ a o L ~ ~ .c ._ E ~ m w LL l a cn v~ Z m U Q LLl 3 O F- a~ rn U X W C ~ ~ ~ ~ N ~ Q Q II II II >+ W YXO'o zoo~dui3or~ Budget Summary City of Iowa City 2009-2017 Proposed Financial Plan ~,~ BUDGET SUMMARY OF PROPOSED FINANCIAL PLAN FISCAL YEARS 2009, 2010, AND 2011 Table of Contents Page City Manager's Letter ...............................................................................................1 Financial Plan Overview .............................................................................. ..............2 Organizational Chart ................................................................................................3 Financial Analysis ....................................................................................................5 Additional Position Requests ....................................................................................23 Personnel Listing by Department Full-Time Equivalents ..................................................25 Proposed Expenditures by Division ............................................................................27 Capital Improvement Program: FY2008 - 2012 Program Summary .....................................................................C-1 Project Descriptions by Category ........................................................................ C-2 Recurring Projects ........................................................................... ..............C-23 Projects Scheduled for Completion in FY2008 .....................................................C-24 Unfunded Projects FY2013 and Beyond ............................................................C-26 f i n ad m/citrsu m/toc. d oc December 17, 2007 Honorable Mayor and City Council City of Iowa City ~ r ~_..®~,~ 'wr®"°~ ~+t.~t._ CITY OF IOWA CITY 410 East Washington Street Iowa City, Iowa 52240- 1826 (319) 356-5000 (319) 356-5009 FAX www.icgov.org We have continued to experience growth in local property values and 2007 will be another year with over $100 million in new construction permit activity in Iowa City. This translates to a moderate growth of our tax base and our ability to generate tax revenue. However, the off- setting residential rollback and the impact of the earlier losses in State aid continue to have a profound effect on our ability to provide public services within our General Fund. The ability to expand and sustain any of these General Fund financed services is severely limited. Department Directors have proposed expanded service levels in selected areas as well as the addition of staff aimed at reestablishing the previous loss of personnel that followed the State financial aid reduction in Fiscal Year 04. Further, Council has directed that the highest priority be placed on adding new police officers and fire fighters over the next three years. The proposed budget for FY09 includes the addition of three fire fighters and two police officers funded from general tax revenue. The three-year financial plan projects similar additions in FY10 and FY11. However, given current projections, there will not be sufficient revenue to sustain the addition of these positions on a permanent basis unless additional sources of revenue are identified. This budget and the three-year plan, as submitted, would result in a reduction of the General Fund balance to a level significantly below that which Council has traditionally regarded as fiscally prudent. This represents a major issue that Council will need to reconcile in finalizing the budget and three year financial plan. The Capital Improvements Program continues to reflect projects that address economic growth and viability through enhancements to transportation systems, public safety, local utilities and citizen services, and quality of life issues. While this program, as presented, is consistent with prior years in terms the scope of projects and the amount to be financed through debt, it will nonetheless result in the debt levy exceeding Council's policy that no more than 25% of the total tax levy be used to retire debt. As we have become increasingly constrained in our ability to raise general tax revenue due to State imposed limitations and the residential rollback, we have increased our use of debt to fund capital purchases that were previously funded with current cash. Thus, while the general tax levy has been decreasing, the amount levied to retire debt has increased. Council's budget discussions will include an examination of this policy in light of current fiscal projections and limitations on our ability to raise general tax revenue. Sincerely, zG' ~~.. Dale E. Helling Interim City Manager -1- FINANCIAL PLAN OVERVIEW This Three-Year Financial Plan is for fiscal years FY2009 through FY2011, which begin July 1 and end June 30. The Financial Plan includes our one-year annual budget, required by Iowa Code, and provides two projection years as a planning tool. The purpose of the overview is to disclose the basis on which the financial plan has been prepared. The role of a government's operating budget differs from that of a private business. Budgets are an important internal planning tool for business, but they also play an external role for governmental entities. A multi-year financial plan informs parties inside and outside government of future objectives and provision of services to its constituents. The three-year plan also permits a more comprehensive review of the City's financial condition, allowing analysis of current and future needs and requirements. During preparation of the plan, careful review is made of property tax levy rates, utility and user fee requirements, ending cash balances by fund, debt service obligations, bond financing needs, capital outlay for equipment purchases, and major capital improvement projects. This document contains operating budgets for the governmental funds: general, special revenue, debt service, capital project and permanent funds. It also includes business type funds and internal service funds. Budgets are summarized by major revenue and expenditure categories within each division. A separate multi-year Capital Improvements Program (CIP) show budgeted revenue and expenditures for FY2008 through FY2012. The cash basis of accounting has been used for preparation of this document. Revenues are recorded when received, not necessarily when they are earned, and expenditures are recorded when paid instead of when they are incurred. The Finance Administration Division monitors actual receipts and expenditures carefully on a line-item basis. Department directors are ultimately responsible for ensuring that the divisions under their control stay within budget. Revised: 01/15/08 overview.doc -2- L O L ~ ~ d ~ O L U +O+ ' V O ~ = ~ ~ O o .Qm O ~ .Q~ ~ U ~ ~ ~ UotS Q ~ ~° ~ ° Q ~,d^~ v ~ ~ V/ - •L O ~ O c U O aI V a~+ LC ~ LC i - C ~ ~ N NN ~ NN ~ ~ N N ~ ~ ~ C - ~ ~N w ~N V) ~ L ~ L O L L ~C ~~ C C. +~.. 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O ~ rn ~'~ ~ Q ~ ~ L R ~ ~ V Q O ~ ~ ~ L Q c ~ NTH ~~ R Ro U 'NUS °~ ~ ~ayi Q ~ m~ x xa -3- -4- FINANCIAL PLAN ANALYSIS GOVERNMENTAL ACTIVITIES Governmental Activities consist of the General Fund, Debt Service Fund, the Trust and Agency Funds, Special Revenue Funds and Internal Service Funds. A. PROPERTY TAX Property tax is the single largest revenue source for the City of Iowa City General Fund, accounting for almost 69% of FY2009 General Fund revenues. Taxable property in Iowa is categorized into distinct classes, namely residential, commercial, industrial, utilities, or agricultural with each class having different procedures for assessing value for taxing purposes. To reduce the opportunity for dramatic tax shifts between the classes from year to year, a statutory limit of 4% a year has been imposed, commonly called the growth limitation. For example, if statewide growth in any one class of property in any year exceeds 4%, the taxable value is reduced by a percentage so that growth of taxable valuation is at the 4% ceiling. This percentage is called the "rollback". Furthermore, residential property is subject to an additional restriction in which the statewide growth in residential property cannot exceed the growth in agricultural property. In other words, the taxable growth of urban residential property is either 4% or equal to the growth in agricultural property, whichever is lower. The following graph illustrates the impact of the rollback on taxable valuation. In FY2000 the residential rollback exempted $.7 billion of Iowa City's residential assessed valuation. In FY2009 the residential rollback will exempt $1.8 billion of the residential assessed valuation. The rollback for FY2009 is 44.0803% compared to FY2008 residential rollback of 45.5596%. Iowa City's assessed valuation has steadily increased due to new construction and revaluation. However, assessed residential valuation reduced by the rollback factor has been increasing at a greater percentage. This trend can impair the ability of local governments to provide necessary services. -5- The City's property tax requests for FY2009 through FY2011 including the FY2008 certified tax request, are as follows: FY2008 Certified FY2009 Budget LEVIES Tax Rate Tax Rate Dollars per $1,000 Dollars per $1,000 General Fund Tax Levies: General $ 18,885,713 8.100 $ 19,926,296 8.100 Transit 2,214,991 0.950 2,337,035 0.950 Tort Liability 961, 808 0.413 1, 027, 025 0.417 Library 629,524 0.270 664,210 0.270 Subtotal: 22,692,036 9.733 23,954,566 9.737 Special Revenue Levies: Emergency - 0.000 246, 004 0.100 Employee Benefits 8,809,494 3.778 8,896,271 3.616 Subtotal: 8,809,494 3.778 9,142,275 3.716 Debt Service 9 ,185, 859 3.786 11 ,244, 576 4.385 Total City Levy Property $ 40,687,389 17.297 $ 44,341,417 17.839 Taxes: Change from 7 19% -2.41 /° ° 8.9 8 /° ° 3.13 /° ° prior yea r: Ag la n d Levy $ 4, 607 3.004 $ 4, 235 3.004 Total Property Taxes $ 40,691,996 --- $ 44,345,652 --- FY2010 Projected FY2011 Projected LEVIES Tax Rate Tax Rate Dollars per $1,000 Dollars per $1,000 General Fund Tax Levies: General $ 20,507,180 8.100 $ 21,104,645 8.100 Transit 2,405,163 0.950 2,475,236 0.950 Tort Liability 1,052,060 0.416 1,078,338 0.414 Library 683,573 0.270 703,488 0.270 Subtotal: 24,647,976 9.736 25,361,707 9.734 Special Revenue Levies: Emergency 253,175 0.100 260, 551 0.100 Employee Benefits 9,310,081 3.677 9,892,827 3.797 Subtotal: 9,563,256 3.778 10,153,378 3.897 Debt Service 12,367,293 4.682 13,545,817 4.979 Total City Levy Property $ 46,578,525 18.196 $ 49,060,902 18.610 Taxes: Change from 5.05% 2.00% 5.33/° 2.28/° ° rior ear: Ag la n d Levy $ 4, 235 3.004 $ 4, 235 3.004 Total Property Taxes $ 46,582,760 --- $ 49,065,137 --- -6- Property Tax Levies The FY2009 proposed property tax rate increases 3.13% from $17.297 per $1,000 of taxable assessed valuation in FY2008, to $17.839 in FY2009. Estimated Property Tax Levy on $100,000 Residential Valuation (Iowa City portion) FY08 ~ ~ ~ ~ FY09 ~ ~ ~ ~ FY09* $809.09 ~ ~ ~ ~ $786.35 ~ ~ ~ ~ $845.32 * Revaluation FY08 FY09 FY09* Assessed Valuation $ 100,000 $ 100,000 $ 107,500 Taxable Valuation $ 45,559 $ 44,080 $ 47,386 City Levy $ 17.297 $ 17.839 $ 17.839 * Reflects average revaluation of 1/1/07 Residential Assessments The general property tax levy of $8.10 is used to support General Fund services such as those provided by the Police and Fire Departments, Library, Senior Center, Parks and Recreation. This levy cannot exceed $8.10 per $1000 of taxable assessed valuation per State law. The Library tax levy of $.27 was voted in by a majority of the residents in 1991. The initial levy was used to expand Library services and continues to maintain that level of service. The Transit levy of $.95 is a "general" levy for transit operations which cannot exceed $.95 per $1,000 of taxable assessed valuation. The Tort Liability levy has no maximum and is based on estimated insurance premiums and claim losses within the self-insured retention. The levy rate for FY2009 is estimated at $0.417, compared to $0.413 for FY2008. The City's self-insured retention amount is $400,000 per occurrence for worker's compensation, $500,000 for liability claims and $100,000 for city property claims. The Emergency levy is proposed at $0.10 for FY2009. The general levy must be at $8.10 before this levy can be used. The levy cannot exceed $0.27. -7- The Employee Benefit levy for FY2009 is estimated at $3.616, a decrease from FY2008 levy of $3.778. The levy decreased due to a reduction in the MFPRSI pension rate which is annually set by the state based on an actuarial review. The Employee Benefits property tax levy is used for the employer cost of the following benefits for employees within the General Fund: ^ Health Insurance ^ Life Insurance ^ Disability Insurance ^ Worker's Compensation insurance premiums and claims ^ Unemployment Compensation ^ Social Security (FICA - 7.65%) ^ Iowa Public Employees Retirement System costs (IPERS - 6.35%, 6.65% and 6.95% FY09, FY10 and FY11 respectively) ^ Municipal Fire and Police Retirement System of Iowa (MFPRSI - 18.75%) In FY2009 the Debt Service levy increases to $4.385 or 15.8% more than FY2008's levy of $3.786. Most of this increase is the result of transferring General Fund cash to the Debt Service fund to lower the overall tax rate in the previous two years. The Debt Service levy provides funding for principal and interest payments on general obligation bonds. The debt service tax receipts are estimated to be $11.2 million in FY2009, $12.3 million in FY2010 and $13.5 million in FY2011. Future general obligation debt issues include $9.2 million in FY 2009, $10.1 million in FY2010, $10.9 million in FY2011, and $6.9 million in FY2012 B. GENERAL FUND REVENUE FY2009 revenues total $46.5 million which is a small decrease over the FY2008 budget of $46.7 million. Revenue is projected to increase 1.9% in FY2010 ($47.5 million), and 3.8% in FY2011 ($49.3 million). FY07 actual includes $4.07 million for Streets and Traffic operations which is now directly reflected in the Road Use Tax Fund. FY07 FY08 FY09 FY10 FY11 Actual Amended Budget Estimated Estimated ~. PropertyTaxes 29,631,066 30,477,673 32,034,294 33,115,422 34,388,892 2. OtherCity Taxes 1,141,470 1,116,846 1,184,880 1,205,553 1,226,639 s. Licenses & Permits 1,399,747 1,260,526 1,308,040 1,308,040 1,308,040 a. OtherFinancing Sources 5,354,791 2,870,596 762,595 767,281 748,302 s. Use Of Money& Property 1,629,374 1,719,811 1,418,544 1,331,872 1,230,464 s. Intergovernmental 3,444,962 3,174,015 3,727,314 3,614,026 4,228,564 7. Charges For Services 4,292,323 4,254,204 4,437,132 4,437,132 4,437,132 s. Miscellaneous 1,834,034 1,801,721 1,685,686 1,685,686 1,685,686 Total Revenue: $ 48,727,767 $ 46,675,392 $ 46,558,485 $47,465,012 $ 49,253,719 change from prior year 7.82% -4.2% -0.3% 1.9% 3.8% -8- Charges For Services 9°~ Intergove 8 Miscellaneous 4°~ Use OF Money & Property 3°~ Other Financing Sources 2°~ Licenses & Permits 3°~ Other City Taxes 3°~ FY 2009 Budget General Fund Revenue $46,558,485 rnmental o~ General Fund revenue is summarized into eight major categories. An analysis of each category follows: 1. Property Taxes -Property tax revenue provides 68.8% of General Fund revenue in FY2009. This includes transfers in from the Employee Benefits and Emergency Levy funds. Property tax support within the General Fund is proposed to increase by 5.1 % in FY2009 to $32 million. Property taxes for FY2010 are proposed at $33.1 million, an increase of 3.4%. FY2011 property taxes are projected at $34.4 million, a 3.9% increase. Direct Receipted Levies -This includes the general, transit, library, tort liability and agriculture land levies. The property tax revenue as proposed will be at the maximum allowable levy rates per State of Iowa Code, except for the tort liability levy which has no maximum. FY2009 direct property tax revenues are projected to be $23.5 million or 5.6% greater than FY2008. FY2010 is projected to increase by 2.9% to $24.2 million and FY2011 by 2.9% to $24.9 million. ^ Transferred Levies -The employee benefits levy property tax revenue is receipted into the Employee Benefits Fund and then transferred to the General Fund. In FY2009 the Employee Benefit Fund will transfer $8.2 million to the General Fund. The emergency levy is receipted first into the Emergency Levy Fund and then transferred to the General Fund. It will transfer $246,004 to the General Fund in FY2009. 2. Other City Taxes -This includes revenue from the state-administered Hotel/Motel tax, a seven percent (7%) tax upon gross hotel/motel room rental receipts. Receipts are allocated as follows: Police Patrol (47.5%), Convention and Visitors Bureau (25%), Parks and recreational facilities (27.5%). FY2009 Hotel/Motel tax is estimated at $726,216. This category also includes a gas and electric excise tax, astate-legislated reclassification from property tax to usage tax. While cities were guaranteed arevenue-neutral period from FY2001 through FY2003, they are no longer guaranteed to match the property tax rate. The gas and electric excise tax is budgeted at $416,664 in FY2009, based on the City's proposed property tax rate and valuations supplied by the State Department of Revenue and Finance. 3. Licenses & Permits -This category consists of revenue received for building and rental housing Property Taxes 68°~ -9- permits/inspections, plumbing license and taxi license fees; beer, liquor and cigarette permit/license fees (state regulated), sign permits, burial permits, animal licensing and some miscellaneous fees. The FY2009 budget for Licenses and Permits is $1,308,040, slightly less than FY2007 actual and FY2008 budget. The state has taken over the licensing of electricians effective 1/1/08. Revenue from Electricians Licenses was $30,565 in FY2007. Rental Inspection permits are proposed to increase 7% in FY2009. 4. Other Financing Sources -This category includes sale of assets and transfers from other funds. Road Use Tax (RUT) revenue prior to FY2008 was transferred into the General Fund for Streets and Traffic Operations. Both the revenue and expenses for Streets and Traffic are now directly in the Road Use Tax Fund, thereby eliminating in FY2008 and beyond the $4 million transfers reflected in the General Fund in FY2007. Streets and Traffic do not add or take from the General Fund balance since they are completely funded by Road Use Tax and Employee Benefits. A Road Use Tax transfer in FY2009 for $59,986 continues to fund one position budgeted within the Forestry Division for maintenance of City street right-of--ways. Other operating transfers into the General Fund include $200,000 annually from Parking, from a portion of the parking fines, and $152,821 from the Cable Division ($100,000 General Fund subsidy and $52,821 support for Library audio /visual). 5. Use of Money & Property -This revenue source consists of interest income, farmer's market space rentals, park shelter rental fees, locker rentals, and Senior Center parking permits. It is budgeted at $1.4 million for FY2009. 6. Intergovernmental Funding -This includes state and federal grants, 28-E agreements and contracts with local governmental entities for services provided, as shown below. FY07 FY08 FY09 FY10 FY11 Intergovernmental Funding Actual Budget Budget Estimated Estimated Local Governmental: 28E Agreements" Coralville, Johnson County & Other Governments -AnimalServices 118,885 50,000 131,000 136,250 141,868 IC Comm. Schools -Mercer Pool 104,015 85,964 86,766 88,000 88,000 County, Univ Heights, Hills -Library 339,387 322,136 322,136 322,136 322,136 Johnson County -Senior Center 75,000 75,000 75,000 75,000 75,000 University of Iowa -Fire Protection 1,167,124 1,207,614 1,442,700 1,485,923 1,530,443 University Heights -Transit Services 29,723 30,850 29,804 29,804 29,804 University Heights -Emergency Radio 21,138 42,275 42,275 - - Local Governmental Revenue: 1,855,272 1,813,839 2,129,681 2,137,1 13 2,187,251 State-distributed Revenue: Monies & Credits 28,902 13,000 13,000 13,000 13,000 TransitAssistance 439,355 398,954 544,490 544,490 544,490 Public Safety Grants 176,117 98,502 46,417 46,417 46,417 Total State Revenue: 644,374 510,456 603,907 603,907 603,907 Federal Revenue: Transit FTA Operating Grants 816,248 785,000 873,006 873,006 873,006 Transit Federal Capital Outlay Grants (2 buses in FY11) 39,906 64,000 120,000 - 564,400 Public Safety Grants 88,502 - - - - Total Federal Revenue: 944,656 849,000 993,006 873,006 1,437,406 Misc. OtherlntergovernmentalRevenue 660 720 720 - - Total - Intergovernmental Funding: 3,444,962 3,174,015 3,727,314 3,614,026 4,228,564 -10- The City maintains a number of 28E agreements with local entities for services provided to area residents; including public transit, animal services, and access to Iowa City's Public Library, Mercer Park Aquatic Center and Senior Center facilities and programs. The University of Iowa contracts separately with the City for fire protection, with an estimated $1.44 million budgeted for receipt within the General Fund for Fire Operations and Fire Vehicle Replacement based on building square footages owned by the University as a percentage of total square footages within Iowa City. The FY2008 budget reflects the University as 22.6% of total square footage -which they therefore pay for that percentage of Fire Department Operations. The Employee Benefits fund also receives a portion of the Fire contract for Fire employee benefits. State grants are estimated at $603,097 for FY2009, including $544,490 for state transit assistance, of which $180,000 is in grants which must be reapplied for annually for transit route expansions. These funds were used to expand Transit service to the Chatham Oaks Care Facility area and Manville Heights routes. The FY2009-11 Financial Plan presumes that this funding will continue through FY2011. 7. Charges for Services -The FY2009 budget of $4.4 million reflects a four percent (4%) increase above the FY2008 budget. Revenues include fees for Transit, Parks and Recreation, Police, Fire, Housing & Inspection Services, Animal Control services and Cemetery services. It also includes intra-city charges paid by the business type funds such as Water, Wastewater, Landfill, Refuse and Cable to the General Fund as reimbursement for a portion of the administrative functions. Parks and Recreation fees are reviewed annually by the Parks and Recreation Commission and most fees are adjusted by type every two years. 8. Miscellaneous -This category includes a variety of different revenue sources. The largest are parking fines other than expired meters ($549,502), code enforcement which includes magistrate court fines and surcharges ($348,595), library fines ($193,449) and a transfer from the Health Reserve to the General Fund ($200,000). -11- CITY OF IOWA CITY, IOWA FINANCIAL PLAN FOR 2009 - 2011 Fund: 1000 General 2007 * 2007 2008 2009 2010 2011 Actual Restated Estimate Buds~et Pro ection Pro ection Beginning Balance $19,889,562 $19,889,562 $ 21,312,890 $17,288,297 $16,670,237 $15,945,796 Current Taxes 21,634,046 21,634,046 22,292,342 23,542,137. 24,229,399 24,936,859 Delq Prop Taxes 7,283 7,283 - - - - Other City Taxes 1,141,470 1,141, 470 1,116, 846 1,184,880 1,205, 553 1,226,639 General Use Permits 42,622 42,622 42,629 42,622 42,622 42,622 Food & Liquor Licenses 89,204 89,204 97,680 89,059 89,059 89,059 Professional Licenses 65,025 65,025 50,330 34,460 34,460 34,460 Misc Permits & Licences 2,010 2,010 2,675 2,010 2,010 2,010 Construction Permit & Inspect Fees 1,171,386 1,171,386 1,036,762 1,104,949 1,104,949 1,104,949 Misc. Lic. & Permits 30,071 30,071 31,325 35,415 35,415 35,415 Fed. Intergov. Rev. 944,656 944,656 849,000 993,006 873,006 1,437,406 Property Tax Credits 39,754 39,754 24,739 24,739 24,739 24,739 State 28e Agreements 1,165,204 1,165,204 1,206,986 1,440,780 1,484,003 1,528,523 Other State Grants 615,472 615,472 497,456 590,907 590,907 590,907 Local Govt 28e Agreements 688,808 688,808 606,945 687,701 651,190 656,808 Bldg & Development 351,147 326,717 334,093 312,354 312,354 312,354 Police Services 89,988 89,988 61,110 71,065 71,065 71,065 Animal Care Servs 10,260 10,260 8,000 10,260 10,260 10,260 Fire Services 13,942 13,942 11,528 19,085 19,085 19,085 Transit Fees 904,801 904,801 855,379 904,802 904,802 904,802 Culture And Recreation 641,713 641,713 652,940 781,256 781,256 781,256 Misc. Chg. ForSer. 60,115 60,115 64,683 35,337 35,337 35,337 Code Enforcement Fines 361,586 361,586 452,392 362,511 362,511 362,511 Parking Fines 549,502 549,502 550,000 549,502 549,502 549,502 Library Fines & Fees 193,449 193,449 203,926 193,449 193,449 193,449 Contributions & Donations 159,056 159,056 235,384 234,528 234,528 234,528 Animal Adoption 11,740 11,740 15,000 11,740 11,740 11,740 Misc Merchandise 27,227 24,137 24,998 23,564 23,564 23,564 Intra-city Charges 1,605,711 1,605,586 1,643,531 1,606,163 1,606,163 1,606,163 Other Misc Revenue 420,651 385,235 226,016 200,100 200,100 200,100 Interest Revenues 1,61.1,026 1,611,026 1,700,000 1,400,719 1,314,047 1,212,639 Rents 333,209 332,409 352,393 413,868 413,868 413,868 Transit-Court St Ramp Revenue 369,396 369,396 345,000 369,396 369,396 369,396 Royalties & Commissions 30,284 30,284 27,377 31,369 .31,369 31,369 Sale Of Assets 505,552 505,552 101,330 109,808 109,808 109,808 Empl Benefits Levy 7,899,784 7,618,067 8,185,331 8,246,153 8,632,848 9,191,482 Emergency Levy 89,953 89,953 - 246,004 253,175 260,551 Road Use Tax 3,783,145 55,880 58,304 59,986 61,435 62,993 Misc Other Operating Transfers 466,272 466,272 1,001,339 171,850 196,945 171,748 From Water Operations - - 14,699 16,718 17,875 19,086 From Wastewater Operations - - 14,699 16,718 17,875 19,086 From Parking Operations 200,000 200,000 200,000 200,000 200,000 200,000 From Airport Operations - - 7,350 8,359 8,938 9,543 From Broadband 152,821 152,821 152,821 152,821 154,405 156,038 Transfers From GO Bonds - - 320,000 - - - Intertund Loans 248,426 248,426 1,000,054 26,335 - - Total Receipts $48,727,767 $44,654,924 $46,675,392 $46,558,485 $47,465,012 $49,253,719 Personnel 32,025,733 29,916,905 31,568,518 33,188,605 34,121,389 35,724,809 Services 9,389,741 8,081,290 8,844,508 8,802,594 8,948,119 9,108,244 Supplies 2,217,231 1,763,393 1,939,291 2,172,454 2,241,904 2,354,250 Capital Outlay 1,843,840 1,642,114 2,015,315 1,831,587 1,448,166 1,720,127 Transfers Out 1,827,894 1,827,894 6,046,169 829,305 1,070,875 708,942 Contingency - - 286,184 352,000 359,000 370,000 Total Expenditures $47,304,439 $43,231,596 $50,699,985 $47,176,545 $48,189,453 $49,986,372 Ending Balance 21,312,890 21,312,890 17,288,297 16,670,237 15,945,796 15,213,143 Reserved /Designated 2,147,084 2,147,084 2,677,068 2,752,774 2,846,806 3,048,958 . Unreserved Balance $19,165,806 $19,165,806 $14,611,229 $13,917,463 $13,096,990 $12,164,185 of Expenditures 40.5% 44.3% 28.8% 29.5% 27.2% 24.3% * Restated FY 2007 Excluding Streets and Traffic Operations which moved to RUT in FY 2008 -12- C. GENERAL FUND -EXPENDITURES The General Fund expenditure budget in FY2009 is $47,176,545 compared to the amended FY2008 budget of $50,699,985. Personnel includes City Council's request to include staffing for Fire Station 4: 3 Firefighters in FY09, 3 Firefighters in FY10 and 3 Fire Lieutenants in FY11. Also included is City Council's request to include 7 additional Police Officers: 2 in FY09, 2 in FY10 and 3 in FY11. Assumptions within this Financial Plan are that the Joint Emergency Communication Center will open in FY10 and that the City Emergency Communications Officers and Supervisor are not included in FY10 expenditures -presuming that the equivalent of these positions will be hired within the Joint Emergency Communications Center. FY09 includes salaries for 5 additional Community Service Officer positions, with the presumption that they will be training for Police front office work in anticipation of the Joint Emergency Communications center opening in FY10. FY08 Transfers out includes $934,947 of General Fund monies being used as one-time funding to pay a portion of the debt service as directed by City Council. Refer to page 23 for detail of Transfers. A comparison of dollars by major expenditure classification is provided below: FY07 FY08 FY09 FY10 FY11 Actual Amended Budget Estimated Estimated Personnel 32,025,733 31,568,518 33,188,605 34,121,389 35,724,809 Services 9,389,741 8,844,508 8,802,594 8,948,119 9,108,244 Supplies 2,217,231 1,939,291 2,172,454 2,241,904 2,354,250 Capital Outlay 1,843,840 2,015,315 1,831,587 1,448,166 1,720,127 01her Financial Uses -Transfers 1,827,894 6,332,353 1,181,305 1,429,875 1,078,942 TOTAL EXPENDITURES 47,304,439 50,699,985 47,176,545 48,189,453 49,986,372 Change 8.9% 7.2% -s.9% FY2009 Budget General Fund Expenditures by Category so 50 H 40 L 0 ~ 30 0 N C O = 20 10 Fiscal Year (FY) 2.1% 3.7% o Transfers ^ Capital Outlay ^ Supplies D Services ^ Personnel -13- ~o~ F~oo F~oo ~~,~o ~~,~~ Personnel - Personnel costs account for approximately 70% of budgeted expenditures within the General Fund and are up 5.1% in FY2009. This includes salaries and benefits, including health, life, and disability insurance, employer share of FICA and IPERS, and Police/Fire retirement contributions. Salaries and benefits for most employees are determined by collective bargaining agreements with one of three unions: AFSCME (Local #183), the Police Labor Relations Organization (PLR)) of Iowa City, and the Iowa City Association of Professional Fire Fighters, IAFF, AFL-CIO (Local #610). Supervisory, confidential, temporary and other employees specified in Chapter 20 of the Code of Iowa are excluded from these unions and the terms, conditions or application of the respective agreements. The majority of City employees are represented by AFSCME, which is comprised of two bargaining units: one exclusively for Library employees and one for all other departments. AFSCME ratified a three-year contract that spans July 1, 2007 through June 30, 2010. This agreement includes adjustments to wages of 3.25%, 3.3% and 3.1 % for each year respectively plus any step increases. Sworn police officers are represented by the Police Labor Relations Organizations (PLRO) of Iowa City. The bargaining unit is composed of all Iowa City police officers. Exempt from the unit are the police chief, captains, lieutenants and sergeants. A new three year contract was ratified with the PLRO, beginning July 1, 2006 through June 30, 2009. The agreement provides for wage increases of 3.1 % in the first year, 3.25% in the second year, and 3.3% in the third year plus any step increases. The firefighters are represented by the Iowa City Association of Professional Fire Fighters (IAFF), AFL- CIO (Local #610). The bargaining unit is composed of firefighters, lieutenants, and captains. Exempt from the unit are the fire chief, deputy fire chief, fire marshal and battalion chiefs. The IAFF and City ratified athree-year contract that spans July 1, 2006 through June 30, 2009. The agreement provides for wage increases of 3.1 % in the first year, 3.25% in the second year, and 3.3% in the third year plus any step increases. Administrative, confidential, supervisory and temporary employees who are ineligible for collective bargaining are covered by the Personnel Rules and Regulations. Some employees are eligible for Civil Service. Salaries and benefit appropriations are determined by the City Council upon the recommendation of the City Manager. Adjustments to the administrative /confidential pay plan are the same as AFSCME for FY2009 - 2010, per City Council resolution. Health insurance is projected to increase 8%. The employer portion of the IPERS retirement rate will be increasing from 6.05% to 6.35% in FY2009, 6.65% in FY2010 and 6.95% in FY2011. The MFPRSI (Municipal Fire & Police Retirement) rate decreases in FY2009 to 18.75% from 25.48% in FY2008. 2. Services -This category includes printing, insurance, training and education, postage, various service contracts; repair and maintenance costs on vehicles, buildings and equipment, utility costs, charges for internal services, and funding for local community events and human service agencies. Fiscal year 2009 expenditures are budgeted at $8.8 million and are 0.5% lower than FY2008. 3. Supplies -Supplies consist primarily of materials that are consumed or depleted, such as office and cleaning supplies, fuels and materials for repair and maintenance of buildings, streets, and equipment. The FY2009 budget is $2.2 million, up 12% from FY2008. 4. Capital Outlay -General Fund capital outlay is budgeted at $1.8 million in FY2009 and includes police vehicle replacements, library materials, operating equipment, and building maintenance and improvements. -14- Other Financial Uses -This category budgeted at $1.2 million for FY 2009 includes transfers out of the General Fund totaling $0.8 million and $352,000 budgeted for contingency at 0.75% of expenditures per City Council policy. Following is an itemized listing of budgeted transfers out of the General Fund and contingency from FY 2008 - FY2011. General Fund FY2008 FY2009 FY2010 FY 2011 Transfer To Budget Budget Estimated Estimated Operating Subsidy: Airport Operations JC COG 196,000 130,000 130,000 130, 000 159,50 0 156,3 38 161,165 165, 985 CIP Funding: CIP -City Attorney Area Remodel CIP -Fire Station 2 Expansion CIP -Parks Sand Lake Recreation Area CIP -Senior Center Projects CIP -Transit Bus Acquisition CIP - Tra nsit B us Cameras CIP -Transit Wheelchair Lifts Rehab CIP -Parks Land Acquisition InterFund Loan Repayments: Landfill- Fire Loan Repay Landfill- Mercer/Scanlon Loan Repay Landfill -Senior Center Loan Repay Landfill -Transit Daycare Facility Loan Parkland Acquisition~canlon Loan Repay Reserve Funding: 225,450 - - - 1,950,000 - - - 350,000 - - - 462,750 - - - 462,580 - - - 18,000 - - - 4,550 - - - 50,000 50,000 39,400 - 14,909 96,617 100,751 87,670 45,637 - - - 49,903 52,209 46,140 6,545 49,050 50,063 51,074 52,105 25,054 26,335 - - Library Computer Repl. Reserve 42,968 42,968 42,968 42,968 Library Equipment Repl. Reserve 19,454 19,454 19,454 19,454 Transit I mprovement Reserve 935,417 106,428 131,523 106, 326 Misc. Other: 2002 G.O. Bond -Debt Abatement from Library Commercial Space 50,000 98,893 98,400 97,889 Debt Service -Levy Reduction 934,947 - - - EconomicDevelopment - - 250,000 - Total Transfer from General Fund 6,046,169 829,305 1,070,875 708,942 Contingency 286,184 352,000 359,000 370,000 Total Other Financial Uses 6,332,353 1,181,305 1 ,429,875 1 ,078,942 -15- D. GENERAL FUND YEAR-END CASH BALANCE The City Council General Fund balance policy was revised in FY2007 to establish an optimum fund balance of 30% of expenditures. The policy ensures that operating cash balances will be maintained at a level to ensure sufficient cash flow throughout the fiscal year. The following table depicts the General Fund Operating cash position for fiscal years 2007 through 2011. FY07 FY08 FY09 FY10 FY11 Actual Re-Estimated Budget Estimated Estimated Beginning Balance 19,889,562 21,312,890 17,288,297 48,727,767 46,675,392 46,558,485 16,670,237 15,9 45,7 96 Receipts Expenditures 47,465,012 49,2 53,719 (47,304,439) (50,699,985) (47,176,545) (48,189,453) (49,986,372) Ending Balance 21,312,890 17,288,297 16,670,237 15,945,796 15,213,143 *Reserved /Restricted (2,147,084) (2,677,068) (2,752,774) (2,846,806) (3,048,958) Unreserved 19,165, 806 14,611,22 9 13,917,463 13, 098, 990 12,164,185 Unreserved Balance as % of 40.5% 28.8% 29.5% 27.2% 24.3% Expenditures *Reserved/ Restricted includes: Library Computer and Equipment re serves, Park Land Acquisition & Development, Transit Equipment reserve, Fire Equipment Replacement reserve and restricted Escrow /Deposits. The cash fund balance is used to provide cash flow during the first quarter of the fiscal year because the majority of property taxes are received in October/November, causing the cash balance to be drawn down. The following chart shows cash flow needs or how expenditures have exceeded receipts in the first three months for the past seven years. 3 Months @ Sept. 30 Receipts Expenditures Shortfall in Receipts FY08 $ 7,041,379 $ 12,484,773 (5,443,394) FY07 $ 7,881,225 $ 13,014,632 (5,133,407) FY06 6,315,525 12,105,987 (5,790,462) FY05 6,040,943 10,889,278 (4,848,334) FY04 4,595,488 11,049,590 (6,454,102) FY03 4,806,797 9,410,440 (4,603,643) FY02 4,387,107 8,818,510 (4,431,403) -16- E. DEBT SERVICE FUND This fund accounts for annual principal and interest payments due on general obligation debt of the City. Funding is provided by the debt service property tax levy, transfers from Water Operations and TIF district tax revenue. FY2008 through 2011 G.O. bond issues are estimated at $9.7 million, $9.2 million, $10.1 million and $10.9 million, respectively. As stated in the City's Fiscal Policy, "Debt incurred as a general obligation of the City of Iowa City shall not exceed statutory limits: presently 5% of the total assessed value of property within the corporate limits as established by the City Assessor." The following schedule and graph depict current and estimated future debt margins for the City. Property valuations for FY2009 - 2011 have been estimated with the assumption of three percent (3%) growth, annually. Fiscal Year otal Property Valuation Allowable Debt Margin (5% of Total Property Val.) Outstanding Debt at July 1 Debt as % of Allowable Debt Margin FY00 2,416,782,699 120,839,135 46,165,000 38% FY01 2,591,030,038 129,551,502 41,190,000 32% FY02 2,692,448,464 134,622,423 61,565,000 46% FY03 2,909,644,383 145,482,219 85,260,000 59% FY04 2,962,505,107 148,125,255 79,100,000 53% FY05 3,195,170,779 159,758,539 85,085,000 53% FY06 3,214,973,037 160,748,652 85,290,000 53% FY07 3,732,590,506 186,629,525 85,060,000 46% FY08 3,931,783,525 196,589,176 85,840,000 44% *FY09 4,267,203,058 213,360,153 87,340,000 41% *FY10 4,395,219,150 219,760,958 87,257,000 40% *FY11 4,527,075,725 226,353,786 87,071,000 38% * Estimate -17- 250 200 150 100 50 G.O. Debt Outstanding - by Fiscal Year - ®Allowable Debt Margin ^ Outstanding Debt at July 1 ~oti X03 ~oo~ ~oh ~o~ ~o~ ~o~ ~~o~ ~~,~o ~~,~~. * Estimated Fiscal Year (FY) Iowa City's Fiscal Policy also includes the guideline that "the debt service levy shall not exceed 25% of the city levy in any one fiscal year." The following chart shows the debt service levy as a percentage of the city levy for FY2002 through FY2011. Levies are certified through FY2008. Fiscal years 2009, 2010, and 2011 are estimated based on capital project financing, projected operational costs and changes in property valuations. Fiscal years 2007 and 2008 had one-time reductions in the debt levy of $638,200 and $934,947 which resulted in foregone debt levies of $0.27 and $0.385 respectively. General Fund funded these reductions as part of the General Fund 30% policy. -18- Debt Service Levy As a Pe rce ntage of Total PropertyTax Levy 30% - 25% - 20% - 15% - 10% - 5% - 0% - (25% Recommended Maximum) 27% 25% 26 ° 25% 26% 23% 22% 22% 20% O`ff' O`5 Off` Oh OHO O~ O`~ O°~ ~~ ~^ ~O ~O ~O ~O ~O ~O ~O ~~O ~~O ~~O Fiscal Year (FY) Estimated F. INTERNAL SERVICE FUNDS Internal Service funds include the Equipment Maintenance Fund, Equipment Replacement Fund, the Central Services Fund, the Risk Management Loss Reserve Fund, the Health Insurance Reserve Fund and Information Technology Services Fund. The Equipment Maintenance Fund provides maintenance for all City vehicles and equipment and rents vehicles to other City departments from a central vehicle pool. Funding is provided from a chargeback to all departments for maintenance services and rental of vehicles. The Equipment Replacement Fund is used to replace most rolling stock. Funding is provided from an annual chargeback to all departments based on the estimated replacement value at the time of replacement. The Information Technology Services Fund accounts for the technical support, networking, web development, data storage and hardware replacement for most of the City's computer and phone systems. Individual cost centers/divisions are charged for this support. Exceptions to this include the Library, Broadband Telecommunications and H.U.D.-financed programs (C.D.B.G. and the Housing Authority). The Central Services Fund provides centralized contract administration, duplicating, radio, and postal services. The Risk Management Loss Reserve Fund accounts for workers compensation, property, and liability losses for all funds. Funds are charged based on their loss experience and pro rata share of the insurance premium. Market conditions within the insurance industry have resulted in a significant -19- increase in the City's self-insured retention amount to $400,000 per occurrence for worker's compensation and $500,000 per occurrence for liability claims. Property insurance self-insured retention is $100,000 per occurrence. The Health Insurance Reserve accounts for the actual payment of all health and dental claims. Premiums are based on actuarially sound estimates and charged to each department. The premiums vary by labor bargaining unit contracts. Health and dental insurance premiums are projected to increase 5% in FY2009 and 5% in FY2010 and FY2011. G. SPECIAL REVENUE FUNDS The Special Revenue Funds include the Employee Benefits Fund, Community Development Block Grant Fund (CDBG), Road Use Tax Fund, Johnson County Council of Governments (JCCOG), Special Assessments, Economic Development Fund, and Tax Increment Financing funds. The Community Development Block Grant (CDBG) Fund accounts for revenue from the U.S. Department of Housing and Urban Development programs and is restricted in use for eligible projects as defined by federal regulations. These monies are utilized by both businesses and individual homeowners for property rehabilitation and community development initiatives. FY2009 CDBG federal revenue is budgeted at $680,000 and the HOME program at $634,000. The Road Use Tax Fund accounts for state-distributed revenues based on gasoline taxes, license fees and weight taxes. These funds are distributed back to cities based on a per capita formula and are used to pay for street and traffic engineering maintenance, planning and construction-related costs. Based on an Iowa City population of 63,283; per capita estimates for FY2009 - 2011 are $85.20, $85.10, and $85.00 respectively, resulting in annual Road Use Tax revenue estimates of $5,391,712, $5,385,383 and $5,379,055 for fiscal years 2009 - 2011. The state revenue forecasts depict declining funds for street related purposes. Johnson County Council of Governments (JCCOG) provides county-wide planning assistance for transportation, human services and solid waste planning. The City of Iowa City acts as custodian for the fund and provides accounting and payroll services. To encourage development in various locations in Iowa City, the City has established (TIF) Tax Increment Financing Districts. TIF revenues are used to repay debt incurred for the projects and to pay property tax rebates on increased valuation per development agreements within the districts. H. RESERVE FUNDS Within General Fund there are reserves for Library Computer and Equipment Replacement, Parkland Acquisition and Development, Fire Vehicle Replacement, and Transit. A number of reserves also appear in the Business-Type Activities section of this Financial Plan. Revenue bond covenants require that Parking, Water, and the Wastewater Treatment Funds set aside a number of special reserve accounts. Landfill and Broadband Telecommunications also have separate reserves for future capital expenditures. Landfill's reserve accounts are to be used for the purchase of additional land, cell construction, and cell closure and post-closure costs. Broadband Telecommunications' reserve is for equipment replacement. I. BUSINESS-TYPE ACTIVITES The Business-type Funds include Parking, Wastewater Treatment, Water, Refuse, Landfill, Airport, Broadband Telecommunications, Housing Authority, and Stormwater Management. These are primarily self-supported through user fees for services provided. The exceptions to this are the Iowa City Airport and Housing Authority. The Iowa City Airport is not self-supported at this time and receives property tax subsidy. The Housing Authority is primarily a HUD federally funded program. -20- 1. PARKING FUND The Parking Division has several maintenance projects in the Capital Improvement Project program including the update of electronic controls, refurbishment of elevators, and deck repairs. Also included in the CIP is the potential purchase of property for amulti-use parking facility on the near south side. 2. WASTEWATER TREATMENT FUND Fee Increase: 5% Recommended in FY2009 A cost of service rate study was recently completed for both the Water and Wastewater Funds, resulting in a recommendation for annual increases of between two and three percent (2-3%). In order to meet bond covenant ratios, a five percent (5%) increase is recommended for FY2009. 3. WATER FUND No further change in user fees is recommended at this time as fund balance remains healthy. 4. REFUSE FUND Fee Increase: $.50 in FY2009, 2010, and 2011 Refuse fees are recommended to increase by $.50 per monthly billing in FY2009, raising the minimum for refuse collection to $10.90 per month. Recycling collection would remain at $3.60/month, resulting in a total minimum bill of $14.50. Future years include an additional $0.50 increase annually for FY2010 and FY2011. Personnel and vehicle operations (including fuel) account for the majority of costs in this fund. Roll-out refuse carts, previously budgeted at $66,000 annually, have been well-received by citizens and are recommended at $132,000 for FY2009 in order to meet the increase in demand. 5. LANDFILL FUND The landfill fee remains at $38.50 per ton for city residents and $43.50 per ton for county residents. A state surcharge of $2.10 is included in the tonnage fee and remitted to the state. A local surcharge of $1.55 per ton, also required by the state, funds Iowa City's support of JCCOG Solid Waste, education in waste reduction efforts and ECICOG regional solid waste planning. The Landfill is planning on developing a "super" landfill cell for an estimated cost of $7 million. Also in FY2009, the construction of the Eastside Recycling Center is estimated at $3.2 million. 6. AIRPORT FUND The FY09 budget maintains current operations and includes continued repayment of interfund loans used to construct hangars at the airport. A number of capital improvement projects are budgeted in FY10 and FY11 as proposed to FAA. Also in FY2011, the Airport Commission is requesting the construction of a large bay hangar for the Fixed Based Operator to lease. -21 - BROADBAND TELECOMMUNICATIONS FUND This fund accounts for activities within the Cable TV division. Functions include administration of the cable television franchise agreement, local programming on City Channel 4 and interactive services on InfoVision Channel 5. The primary funding source for this division is a five percent (5%) cable franchise fee, which is part of anon-exclusive franchise agreement and budgeted at $625,957 in FY2009. The Community Television Service (CTS), a project of the Cable TV division, produces programs for nonprofit organizations and cablecasts local public meetings. The CTS receives 55 cents per cable customer per month to produce this programming under the new agreement with Mediacom. Revenue from this pass-through fee is estimated at $109,031 for FY2009. 8. STORMWATER MANAGEMENT FUND Iowa City is now required to implement various programs related to stormwater quality under a federally mandated stormwater Permit. stormwater user fees are $2.00/month per Equivalent Residential Unit (ERU) and are budgeted at $607,068 in FY2009. Construction for the following year includes annual creek side drainage and sump pump discharge tiles. Reconstruction of the Sandusky stormwater retention basin is scheduled for FY2009 at an project estimate of $635,000. 9. HOUSING AUTHORITY FUND The Housing Authority Fund accounts for $6.7 million revenue in FY2009, a decrease from $7.3 million in FY2008. Funding is received from the U.S. Department of Housing and Urban Development (H.U.D.) for programs to assist individuals and families in obtaining affordable housing. -22- CITY OF IOWA CITY, IOWA ADDITIONAL POSITIONS APPROVED FOR 2009 Department Mass Transit Oper Patrol Patrol Fire Emergency Offer Building Inspection Housing Inspections TOTAL GENERAL FIIND Solid Waste Recycle TOTAL ENTERPRISE FU7 Streets Repair Progr TOTAL OTHER FIINDS Position MASS TRANSIT OPERATOR COMMUNITY SERVICE OFFICER POLICE OFFICER FIREFIGHTER HOUSING INSPECTOR ASST HOUSING INSPECTOR ASST LANDFILL OPERATOR !TDS M.W. II - STREETS Salary / FTE* Wages Benefits Total 3.50 121,664 63,564 185,248 5.00 40,190 22,785 62,975 2.00 78,762 42,448 121,210 3.00 127,539 70,605 198,144 .30 13,606 6,228 19,834 -.13 -5,896 -2,725 -8,621 13.67 375,885 202,905 578,790 1.00 38,247 18,685 56,932 1.00 38,247 18,685 56,932 2.00 74,462 37,064 111,526 2.00 74,462 37,064 111,526 16.67 488,594 258,654 747,248 2009 TOTAL - ADDITIONAL POSITIONS RECOMMENDED * FTE = Full Time Equivalent CITY OF IOWA CITY, IOWA ADDITIONAL POSITIONS APPROVED FOR 2010 Department Patrol Patrol Emergency Comm Emergency Comm Fire Emergency Oper TOTAL GENERAL FUND Salary / Wages 180,095 78,532 -481,911 -63,799 131,364 Benefits 95,885 43,742 -166,918 -16,229 73,401 Total 275,980 122,274 -648,829 -80,028 204,765 -155,719 29,881 -125,838 2010 TOTAL - ADDITIONAL POSITIONS RECOMMENDED -1.25 -155,719 29,881 -125,838 * FTE = Full Time Equivalent Position FTE* COMMUNITY SERVICE OFFICER 5.00 POLICE OFFICER 2.00 EMERGENCY COMM DISPATCHER -10.25 EMERGENCY COMMUNICATIONS SUPER -1.00 FIREFIGHTER 3.00 -1.25 CITY OF IOWA CITY, IOWA ADDITIONAL POSITIONS APPROVED FOR 2011 Department Position Salary / FTE* Wages Benefits Total 3.00 120,311 68,237 188,548 3.00 172,455 87,747 260,202 Patrol POLICE OFFICER Fire Emergency Oper FIRE LIEUTENANT TOTAL GENERAL FUND 2011 TOTAL - ADDITIONAL POSITIONS RECOMNlSNDED * FTE = Full Time Equivalent 6.00 292,766 155,984 448,750 6.00 292,766 155,984 448,750 -23- CITY OF IOWA CITY, IOWA Additional Positions Requested For 2009 NOT RECOMMENDED In 2009 Financial Plan Salary / Department Position FTE* Wages Benefits Total Criminal Investig CLERK TYPIST/TRANSCRIPTIONIST 1.00 32,503 17,936 50,439 Records & Identif POLICE RECORDS CLERK 1.00 32,504 18,050 50,554 Fire Emergency Oper FIRE LIEUTENANT 3.00 165,879 78,465 244,344 Fire Emergency Oper FIREFIGHTER 6.00 255,078 141,210 396,288 Fire Prevention FIRE LIEUTENANT. 1.00 55,293 26,155 81,448 Park Maint Admin/Sup ASST SUPT - PARKS 1.00 45,272 19,764 65,036 Parks Oper & Maint M.W. I - PARKS 1.00 29,510 17,370 46,880 Library Bldg Maint MWI - LIBRARY .25 8,061 4,445 12,506 Computer Systems LIBRARY WEB SPECIALIST .25 12,865 5,168 18,033 TOTAL GENERAL FUND 14.50 636,965 328,563 965,528 Streets Repair Progr CUSTODIAN - STREETS .50 14,755 .8,685 23,440 TOTAL OTHER FIINDS .50 14,755 8,685 23,440 2009 TOTAL - NOT RECOMMENDED IN 2009 15.00 651,720 337,248 988,968 * FTE = Full Time Equivalent -24- CITY OF IOWA CITY, IOWA Full Time Equivalent's (FTE) Comparison FY 2008 to 2009 Division City Council City Clerk City Attorney City Manager Personnel Finance Administration Accounting Purchasing Revenue Division Document Services Operations & Maintenance Energy Conservation Human Rights Mass Transit Administration & Sup Mass Transit Operations Transit Fleet Maintenance Transit Auto Body Court St Transportation Center Police Department Administration Criminal Investigation Patrol Records & Identification Emergency Communications Jo County Task Force Grant Domestic Violence Grant Fire Adminstration Fire Emergency Operations Fire Prevention Fire Training Shelter Operations & Administrati Animal Control Patrolling tration and S stration Rec Recreation C Supervision-Aquatics Supervision - SPI Supervision-Fitness/Wellness Scanlon Gym Parks Maintenance Admin & Support Parks Operations & Maintenance Forestry Operations Cemetery Operations CBD Maintenance Operations Library Administration Library Building Maintenance Computer Systems Library Commercial Building Senior Center Operations PCD Department Admin Urban Planning Neighborhood Services Non-Grant Community Development Economic Development TOTAL GENERAL FUND 2008 2009 Full Part Full Part Time Time Total Time Time Total 7.00 .00 7.00 7.00 .00 7.00 4.00 .00 4.00 4.00 .00 4.00 6.00 .60 6.60 6.00 .60 6.60 3.00 .00 3.00 3.00 .00 3.00 4.00 .00 4.00 4.00 .00 4.00 2.85 .32 3.17 2.85 .32 3.17 7.00 .00 7.00 7.00 .00 7.00 3.25 .75 4.00 3.25 .75 4.00 7.50 1.38 8.88 7.50 1.38 8.88 3.50 .00 3.50 3.50 .00 3.50 4.33 .63 4.96 4.33 .63 4.96 .00 .50 .50 .00 .50 .50 1.00 1.50 2.50 1.00 1.50 2.50 3.50 .00 3.50 3.50 .00 3.50 27.50 15.50 43.00 29.50 17.00 46.50 6.00 .00 6.00 6.00 .00 6.00 1.00 .00 1.00 1.00 .00 1.00 2.00 .00 2.00 2.00 .00 2.00 5.00 .00 5.00 5.00 .00 5.00 8.00 .00 8.00 8.00 .00 8.00 64.00 .00 64.00 71.00 .00 71.00 6.00 .00 6.00 6.00 .00 6.00 10.00 1.25 11.25 10.00 1.25 11.25 1.00 .00 1.00 1.00 .00 1.00 1.00 .00 1.00 1.00 .00 1.00 4.00 .00 4.00 4.00 .00 4.00 50.00 .00 50.00 53.00 .00 53.00 2.00 .00 2.00 2.00 .00 2.00 1.00 .00 1.00 1.00 .00 1.00 5.75 .00 5.75 5.75 .00 5.75 .25 .00 .25 .25 .00 .25 2.75 .00 2.75 2.75 .00 2.75 7.00 .50 7.50 7.00 .80 7.80 4.00 1.13 5.13 4.00 1.00 5.00 2.00 .00 2.00 2.00 .00 2.00 11.10 .50 11.60 11.10 .50 11.60 2.00 .00 2.00 2.00 .00 2.00 4.00 .00 4.00 4.00 .00 4.00 3.67 .00 3.67 3.67 .00 3.67 1.00 .00 1.00 1.00 .00 1.00 1.75 .45 2.20 1.75 .45 2.20 .45 1.00 1.45 .45 1.00 1.45 1.00 .00 1.00 1.00 .00 1.00 1.00 .00 1.00 1.00 .00 1.00 .80 .30 1.10 .80 .30 1.10 2.00 .00 2.00 2.00 .00 2.00 11.00 .00 11.00 11.00 .00 11.00 3.00 .00 3.00 3.00 .00 3.00 3.00 .00 3.00 3.00 .00 3.00 3.00 .00 3.00 3.00 .00 3.00 3.00 .50 3.50 3.00 .50 3.50 3.75 .50 4.25 3.75 .50 4.25 3.00 .75 3.75 3.00 .75 3.75 .25 .00 .25 .25 .00 .25 6.00 2.08 8.08 6.00 2.08 8.08 16.00 6.56 22.56 16.00 6.56 22.56 .00 .75 .75 .00 .75 .75 5.81 .50 6.31 5.81 .50 6.31 2.05 .50 2.55 2.05 .50 2.55 3.00 .50 3.50 3.00 .50 3.50 1.00 .00 1.00 1.00 .00 1.00 .85 .10 .95 .85 .10 .95 1.00 .00 1.00, 1.00 .00 1.00 361.66 39.05 400.71 373.66 40.72 414.38 -25- CITY OF IOWA CITY, IOWA Full Time Equivalent's (FTE) Comparison FY 2008 to 2009 2008 2009 Full Part Full Part Division Time Time Total Time Time Total (CONTINUED) Parking Admin & Support 4.50 .00 4.50 4.50 .00 4.50 On Street & Lot Operations 9.00 .50 9.50 9.00 .50 9.50 Capitol Street Garage Operations 3.00 6.25 9.25 3.00 6.25 9.25 Dubuque Street Garage Operations 2.00 3.00 5.00 2.00 3.00 5.00 Chauncey Swan Garage Operations 1.00 .00 1.00 1.00 .00 1.00 Tower Place Garage Operations .50 3.00 3.50 .50 3.00 3.50 Wastewater Treatment Administrati 2.00 .00 2.00 2.00 .00 2.00 North Plant Operations 16.00 .00 16.00 16.00 .00 16.00 Sewer Systems 5.60 .00 5.60 5.60 .00 5.60 South Plant Operations 2.00 .00 2.00 2.00 .00 2.00 Water System Administration & Sup 2.00 .00 2.00 2.00 .00 2.00 Water Plant Operations 11.00 .50 11.50 11.00 .50 11.50 Water Distribution System 8.00 .00 8.00 8.00 .00 8.00 Water Customer Service 10.00 .75 10.75 10.00 .75 10.75 Water Public Relations .50 .00 .50 .50 .00 .50 Refuse Collection Administration 1.35 1.00 2.35 1.35 1.00 2.35 Refuse Collection Operations 8.00 .00 8.00 8.00 .00 8.00 Yard Waste Collection 4.00 .00 4.00 4.00 .00 4.00 Recycling Curbside Collection 5.00 .00 5.00 5.00 .00 5.00 White Goods/Bulky Collection 1.00 .00 1.00 1.00 .00 1.00 Landfill Administration & Support 2.00 .00 2.00 2.00 .00 2.00 Landfill Operations 5.00 .50 5.50 5.00 .50 5.50 Solid Waste Recycling Operation 5.25 .00 5.25 6.25 .00 6.25 Solid Waste Surcharge Reserve .75 .00 .75 .75 .00 .75 Airport Operations 1.00 .60 1.60 1.00 .60 1.60 Cable TV Administration & Support 3.19 1.25 4.44 3.19 1.25 4.44 Local Access Pass Through 1.00 .75 1.75 1.00 .75 1.75 Storm Water Management 1.90 .00 1.90 1.90 .00 1.90 Housing Authority Administration 11.96 1.00 12.96 11.96 1.00 12.96 Housing Authority - Contra Accoun -11.96 -1.00 -12.96 -11.96 -1.00 -12.96 Housing Authority Voucher - Admin 8.79 1.00 9.79 8.79 1.00 9.79 Hsg Auth Vouch-Resident Services 1.45 .00 1.45 1.45 .00 1.45 Hsg Auth Vouch-Maintenance .71 .00 .71 .71 .00 .71 Public Housing Program .96 .00 .96 .96 .00 .96 Public Housing Program - Resident .05 .00 .05 .05 .00 .05 Public Housing Program -Maintenan .29 .00 .29 .29 .00 .29 TOTAL ENTERPRISE FIINDS 128.79 19.10 147.89 129.79 19.10 148.89 Non-Reimbursable Personnel .10 .19 .29 .10 .19 .29 Traffic Eng Admin & Support 1.15 .00 1.15 1.15 .00 1.15 Traffic Eng Signals 3.00 .00 3.00 3.00 .00 3.00 Streets Admin & Support 1.50 .00 1.50 1.50 .00 1.50 Streets Repair Programs 22.00 .00 22.00 24.00 .00 24.00 CDBG Administration 1.25 .13 1.38 1.25 .13 1.38 Rehab-Project Delivery 1.20 .40 1.60 1.20 .40 1.60 Home Administration .95 .00 .95 .95 .00 .95 JCCOG Administration 1.60 .00 1.60 1.60 .00 1.60 JCCOG-General Transportation Plan 4.00 .00 4.00 4.00 .00 4.00 JCCOG Human Services 1.00 .00 1.00 1.00 .00 1.00 File Servers & System Support 6.15 .80 6.95 6.15 .80 6.95 Desktop Support 3.10 .00 3.10 3.10 .00 3.10 Network & Internet Support .20 .00 .20 .20 .00 .20 Web Administration & Services 1.85 .00 1.85 1.85 .00 1.85 Phone Administration .20 .00 .20 .20 .00 .20 General Fleet Maintenance 9.50 .38 9.88 9.50 .36 9.88 Equipment Replacement .50 .88 1.38 .50 .86 1.38 Mail Service .75 .00 .75 .75 .00 .75 Risk Management Administration 1.55 .13 1.68 1.55 .13 1.68 Library Development Office Salary 1.00 .00 1.00 1.00 .00 1.00 TOTAL OTHER FUNDS 62.55 2.91 65.46 64.55 2.91 67.46 GRAND TOTAL (FTE'S) 553.00 61.06 614.06 568.00 62.73 630.73 -26- ^^r ~ ~ ! ~.r ~~1~ CITY OF IOWA CITY FY2009 - 2011 Proposed Expenditures by Division Fire Department Contact: Andrew J. Rocca, Fire Chief Phone: 319.356.5260 E-mail: andy-rocca@iowa-city.org The Iowa City Fire Department (ICED) is staffed with full- time personnel at all three stations, 24 hours a day, seven days a week. Fire personnel provide emergency and preventive services to 63,027 residents in the 25 square- mile incorporated area of Iowa City, including the University of Iowa main campus. In 2007, the ICED responded to 4,142 emergency calls, providing emergency medical service (2,233), fire suppression (236), and technical rescue services (24). Other services include fire prevention through educational programs, safety inspections, code enforcement and site plan review for commercial and university properties, hazardous materials response, and disaster response. Funding: The Fire Department is funded by property taxes (80%) and fire services (20%), which includes revenue from the University of Iowa for fire protection. Highlights: The three-year financial plan FY09-11 includes funding for three new firefighters in FY09, three new firefighters in FY10 and three fire lieutenants in FY11. These individuals will provide staffing for the new east-side fire station. Construction of Fire Station #4 is scheduled to begin in FY10, with operational expenditures beginning in FY11. Reconstruction of Fire Station #2, located at 301 Emerald Street, is scheduled for completion during the summer of 2008. Weather Alert Sirens 1% 11 in. Emergency Operations 80% Prevention Training 5% 3% Expenditures by Category -Five Years - FTE's Personnel FY2009 FY2010 FY2011 Firefighter 39.00 42.00 42.00 Fire Lieutenant 10.00 10.00 13.00 Fire Captain 4.00 4.00 4.00 Battalion Chief 4.00 4.00 4.00 Deputy Fire Chief 1.00 1.00 1.00 Fire Chief 1.00 1.00 1.00 Administrative Clerk /Typist 1.00 1.00 1.00 Total: 60.00 63.00 66.00 m 0 0 0 0 FY09 Expenditures $5,985,232 s.oo 7.00 6.00 5.00 4.00 3.00 2.00 1.00 Fiscal Year (FY) -27- 2007 2008 2009 2010 2011 Police Department Contact: Chief Sam Hargadine, Chief of Police Phone: 319.356.5271 E-Mail: sam-hargadine@iowa-city.org The Iowa City Police Department has two main areas of function: Field Operations and Administrative Services. Field Operations is associated with the provision of police services as described below. • Patrol is the largest division within the Police Department and is responsible for handling calls for service from the public in addition to special assignments and self-initiated activities. Officers are responsible for the protection of life and property, and help maintain peace, order, and safety for all. Patrol is divided into three watches (shifts) providing 24-hour service under the supervision of a Lieutenant and two Sergeants. Activities include motorist assists, traffic enforcement, accident investigation and initial investigation of high level felonies. In addition to traditional patrol units are the canine unit, bicycle officers, Community Service Officers, Street Crimes Unit, Special Response Team (SRT) and Crime Scene Technicians (CST). • Investigations is responsible for investigation of criminal activity beyond that which is conducted by Patrol officers. This can range from theft by check to domestic abuse and homicides. Investigators are also assigned specifically to the Johnson County Drug Task Force and domestic abuse issues, both of which are receive grant funding. Administrative Services provide support to Field Operations, the general public, community organizations and other city staff. Functions include Emergency Communications, Records and Identification, Property and Evidence, Training and Accreditation, Planning and Research, and Animal Services. These areas are discussed on the following page with the exception of Animal Services, which is presented separately on page 30. FY2009 Expenditures Criminal Records & $9,947,694 Investigation Identification 10% 5% i Emergency ommunications 9% Other Admin. -Services 7% -2a- Police Department (continued) • Emergency Communications manage incoming phone calls (emergency and non-emergency), determining the call's dispatch priority and, as necessary, the assignment of the call to an officer. Additionally, staff make record of information related to the call. • Records and Identification is responsible for the recording, maintenance and retention of departmental records. This includes the reproduction and forwarding of records and/or data, provision of records to the public and statistical reporting to the National Crime Reporting System. • Property and Evidence maintain all property turned in to the department, including found property and that which is held for evidentiary purposes. Evidentiary items are prepared by staff for transport to applicable lab facilities, carefully recording the disposition of property when it is removed from the department. • Training and Accreditation ensures that all members of the department maintain a mandated level of training. It also ensures continued, efficient functioning of the department. Records are maintained in accordance with standards set by the Commission on Accreditation for Law Enforcement Agencies (CALEA). Personnel also participate in educational programs such as the Citizen Police Academy. • Planning and Research involves the analysis of statistical information in order to identify trends in the community. This helps determine how departmental resources are best deployed. Planning & Research also ensures the integrity of departmental documentation. ' FY09-11 Highlights: The financial plan includes the addition Personnel FTE s of seven new police officers over three fiscal years: two in Police Officer 59.00 FY09, two in FY10 and three in FY11. Emergency Comm Dispatcher 10.25 Police Sergeant 9.00 The Joint Emergency Communications Center is expected to Community Service Officer 9.00 be operational by FY10. For this reason, expenditures for Police Lieutenant 4.00 Iowa City's Emergency Communications are not budgeted Sr. Police Records Clerk 2.00 beyond FY09. This change will result in the elimination of Police Records Clerk 2.00 10.25 FTE Emergency Communications Dispatchers and one Police Captain 2.00 supervisory position. Five new Community Service Officer Records Superivisor 1.00 positions will be hired during this same time period in order to Police Chief 1.00 continue front office functions required to serve the general Emergency Comm Supervisor 1.00 public. These new positions are budgeted for hire towards Computer Systems Analyst 1.00 the end of FY09. Community Service Officer - E~ 1.00 Administrative Secretary 1.00 The Capital Improvement Program (CIP) includes $1.0 million Total: 103.25 in FY08 - 09 to re lace current dis arate software s stems p p y with a unified software package. -29- Animal Services Division Contact: Misha Goodman, Animal Services Supervisor Phone: 319.356.5296 E-Mail: misha-goodman@iowa-city.org The Animal Services Division is responsible for the enforcement of laws and ordinances which pertain to animals, issuing licenses and permits, animal welfare, sheltering animals, adoption of unwanted and/or unclaimed animals and public education about the proper care and treatment of animals. Services are also provided to the City of Coralville and Johnson County on a per animal basis. Animal Services' staff and volunteers utilize the media to promote adoption and fundraising events. The Adoptathon, Holiday with the Hounds, and Paws in the Park are events to raise public awareness and funds for the Shelter. Summer 2006 saw the opening of the new Dog Park on the Peninsula. Animal Services staff worked with various community groups to make the park a reality. See www.facf.org on the web for information on the Friends of the Animals Foundation. Personnel FTE's Animal Care Technician 2.00 Animal Center Assistant 1.00 Animal Control Officer 2.00 Animal Control Supervisor 1.00 Total: 6.00 Deer Control Contact: Kathi Johansen, Administrative Assistant Phone: 319.356.5010 E-Mail: kathryn-johansen@iowa-city.org Animal Services & Deer Control FY2009 Funding $694,268 Animal Care Local Govts Services 19% ~ 12% Donations & Grants 1% P r~iperty :Taxes ; ~ : ~ ::::::. ~ . . . ...................... . ~:~:63°10:::~:::~:~::::~:::~ : Permits & Licenses 5% The Deer Control initiative began in 1997 in response to citizen complaints, the Deer Management Committee was established to recommend a management plan. Originally the committee had members representing Johnson County and Coralville, it has since been restructured into the Deer Task Force dealing with Iowa City areas only. The Task Force reviews data such as population count, deer-vehicle accidents, reflector effectiveness, herd health, and previously implemented population control programs to determine the appropriate action. A Deer Management Report is updated annually and submitted to the City Council. The budget for deer management is $81,289 in FY2009. -30- Housing & Inspection Services Contact: Doug Boothroy, HIS Director Phone: 319.356.5121 E-Mail: doug-boothroy@iowa-city.org Housing and Inspections Services Department (HIS) includes the following General Fund cost centers: HIS Administration, Building Inspection and Rental Housing Inspection. The Iowa City Housing Authority, also part of HIS, is funded primarily with federal grants and shown separately here for this reason. The Building Inspection Division enforces a number of codes and ordinances which relate to new construction and the maintenance of existing structures, in order to protect the health and safety of the general public and entirely supported by permit and inspection-related fees. The division issues building permits for new construction, additions, alterations and repairs; sign and professional permits including mechanical, plumbing, fire sprinkler and alarms. All building site plans are reviewed and inspections are conducted to ensure safe and proper construction in adherence with code. The division also enforces zoning ordinances and responds to complaints ofnuisance-related ordinance violations. The Rental Housing Division inspects more than 8,800 rental units annually, working with property owners, managers and tenants to ensure conformance with the Iowa City Housing Code. Code language establishes minimum health and safety standards considered necessary to protect and promote the welfare of tenants and the general public. The division also enforces zoning ordinances and responds to complaints of nuisance-related ordinance violations. Seventy-eight percent (78%) of the funding for all of inspection services is projected to come from permit and inspection fees in FY2009. Personnel FTE's Building Inspector 5.00 Housing Inspector 3.50 Development Reg Specialist 1.50 Code Enforcement Assistant 1.00 HIS Director 1.00 Sr. Building Inspector 1.00 Sr. Housing Inspector 1.00 Housing Inspector Assistant 0.80 Housing Assistant 0.75 Total: 15.55 `m 0 D 0 c 0 2.00 1.80 1.60 1.40 1.20 1.00 0.80 0.60 0.40 0.20 HIS -General Fund Expenditures FY2009: $1,519,732 °~-~~pi~#+s~~i;<;t;t;t; Rental '`~~~~<~~`'`}`} Housing Inspection $449,425 Admin. $330,611 Revenue Sources ^ License, Permits & Inspection Fees ^ Property Taxes -31 - 2007 2008 2009 2010 2011 Iowa City Housing Authority Contact: Steven J. Rackis, Housing Administrator Phone: 319.356.5400 Email: steven-rackis@iowa-city.org The Housing Authority works to improve the quality of life for clients, acting as a community leader on affordable housing by providing information and education, housing assistance, and public and private partnership opportunities. The Housing Authority is a division of the City of Iowa City established in 1969 to administer housing assistance programs throughout its jurisdiction, including all of Johnson County and portions of Iowa and Washington Counties. It currently assists more than 1,200 low-income families to acquire and maintain affordable housing through rental and ownership programs. Rental assistance includes the Section 8 Housing Choice Voucher and Public Housing Programs. Homeownership opportunities exist under the Tenant-to-Owner Program, Affordable Dream Homeownership Program, and the Section 8 Homeownership Program. Participation in all programs requires the family be within federally established income guidelines. The Housing Authority works with approximately 450 landlords. There are approximately 1214 vouchers with a total Housing Assistance Payments (HAP) contract in excess of $6 million to landlords within the Housing Authority jurisdiction. The final four (4) "Universal Design" units in the Longfellow Neighborhood are slated for construction in the Spring of 2008, through the Affordable Dream Homeownership Program (ADHOP). Ten (10) units were planned, six (6) are completed. FY09 Expenditures $7, 541,473 Public Housing 10% m 0 0 0 0 9.00 8.00 7.00 6.00 5.00 4.00 3.00 2.00 1.00 938 Longfellow Personnel FTE's Housing Program Asst. 6.00 Housing Assistant 1.25 FSS Program Coordinator 1.00 Housing Administrator 1.00 Housing Inspector 1.00 Housing Office Manager 1.00 Public Hsg. Coord 1.00 Section 8 Coord 1.00 Total: 13.25 Expenditures by Category -Five Years - Fiscal Year (FY) Admin. 12% -32- 962 Longfellow 2007 2008 2009 2010 2011 Department of Public Works The Department of Public Works has two divisions within the City's General Fund: Public Works Administration and Engineering Services. Other divisions within the Department include: Street Maintenance and Traffic Engineering, funded by Road Use Tax; Water and Wastewater Treatment, Stormwater, Refuse, Landfill, and Equipment /Fleet Maintenance, all of which are funded by user fees (see pages 48-53). Public Works Administration Contact: Rick Fosse, Public Works Director Phone: 319.356.5141 Email: rick-fosse@iowa-city.org Public Works Administration provides direction and oversight to all Public Works, coordinating activities between divisions and other Departments' activities. Expenditures are budgeted at $249,393 in FY2009. Engineering Division Contact: Ron Knoche, City Engineer Phone: 319.356.5138 Email: ron-knoche@iowa-city.org The Engineering Division provides in-house engineering and architectural support for the City's capital improvement and maintenance projects, and is responsible for management of City rights-of-way. This includes the sidewalk inspection program. This division is also charged with the management and scheduling of the City of Iowa City Capital Improvements Program (C.I.P., pages C-1 thru C-25 of this document), which is budgeted at $33.3 million in FY2009. This includes plan /design services, consultant and construction management and inspection. Engineering staff also review and inspect all public improvements in subdivisions. Expenditures for this division are budgeted at $944,316 in FY2009. °.~ Personnel FTE's Architectural Services /Energy Coord. 0.50 City Engineer 1.00 Civil Engineer 2.00 Construction Inspector II 2.00 Engineering Technician 0.10 Program Assistant 1.00 Public Works Director 1.00 Sr. Construction Inspector 1.00 Sr. Engineer 2.00 Sr. Engineering Technician 1.00 Survey Party Chief 1.00 Utilities Technician 1.00 Total: 13.60 -33- Road Use Tax Fund The Road Use Tax Fund accounts for state-distributed revenues based on gasoline taxes, license fees and weight taxes. These funds are distributed back to cities based on a per capita formula and are used to pay for street and traffic engineering maintenance, planning and construction-related costs. Based on an Iowa City population of 63,283; the per capita estimate for FY2009 is $85.20 per capita, resulting in estimated revenue of $5.4 million. The state revenue forecasts depict declining funds for street related purposes. FY2009 Expenditures Forestry Right• $5,915,073 of-Way 1 0~ Capital Project Funding 15% CCOG tanning 3% Street Maintenance & Traffic Engineering Contact: Bud Stockman, Superintendent Phone: 319.356.5482 Email: bud-stockman@iowa-city.org Streets Maintenance and Traffic Engineering are divisions within the Department of Public Works. Street crews provide maintenance and repair of the City's concrete, brick and asphalt streets; street sweeping, leaf vacuuming and snow plowing. Traffic Engineering staff coordinate and maintain street lighting and signage, traffic and pedestrian signs, signals and poles. Personnel FTE's Maintenance Worker II 8.00 Maintenance Worker III 8.00 Maintenance Worker I 6.00 Electrician 2.00 Sr. Maintenance Worker 2.00 Asst. Supt. -Streets /Solid Waste 1.00 Electronics Technician 1.00 Sr. Clerk /Typist 1.00 Superintendent -Streets /Solid Waste 0.65 Total: 29.65 "' Capital Project Funding: Annual and biennial capital improvement projects can be found on page C-23 of this document. Road Use Tax funding is budgeted at $800,000 and $850,000 in alternate years. The Burlington Street pedestrian bridge is scheduled for repairs /rehab in FY09-FY10. Road Use Tax revenue is budgeted to provide $125,000 of the total project estimate of $350,000. Funding for traffic control improvements along Burlington Street include $150,000 from Road Use Tax in FY11. In 2007, there were: 3,357 street lights 90 signalized intersections 254 miles of paved streets 300 truck loads of debris collected during street sweeping 1,100 tons of leaves picked-up 900 tons of road stone used 855 cubic yards of concrete laid 215 tons of asphalt used for patches and street overlay 1,430 gallons of paint used for street markings -34- Department of Parking & Transit Contact: Joe Fowler, Director Phone: 319.356.5156 Email: joe-fowler@iowa-city.org Parking Division Contact: Chris O'Brien, Parking Manager Phone: 319.356.5094 Email: Chris-o'brien@iowa-city.org The Parking Division oversees operations at five parking garages, six parking lots, and 1,174 on-street parking meters. Parking staff also enforce parking regulations in the Central Business District. Meter hoods are made available to area contractors and businesses for prolonged parking in the CBD, and aPark-and-Shop program provides shoppers with free parking from participating merchants. There are approximately 1,400 permits and 620 prepaid access cards issued annually. Funding: The Parking Division is funded entirely by parking revenues. Hourly garage fees and meters are estimated to generate sixty percent (60%) of receipts in FY2009, with an additional twenty percent (20%) from parking permits. Capital Project Funding: The FY2008 - 2012 Capital Improvement Program (CIP) includes parking elevator upgrades, replacement of access control equipment and concrete restoration. The garages on Clinton and Dubuque Streets are in excess of 25 years. Also included in the CIP are land acquisition costs associated with a planned Near Southside Multi-use Parking Facility. This project will utilize Parking Impact Fees. FY2009 Revenue $4,824,997 Hourly Garage Fees 41% Personnel FTE's Cashier 14.25 Parking Enforcement Attendant 5.50 Maintenance Worker II 4.00 Maintenance Worker I 3.00 Operations Supervisor 3.00 Parking Clerk 1.00 Parking Manager 1.00 Parking & Transit Director 0.50 Sr. Maintenance Worker 0.50 Total: 32.75 Expenditures by Category - Five Years - 6.00 5.00 4.00 3.00 2.00 1.00 `m Misc Other ° 0 7% o c 0 ~arkmg Meters \~ Parking Permits 20% ^ Debt Service Funding ^ Capital Outlay D Supplies & Services ^ Personnel -35- 2007 2008 2009 2010 2011 Fiscal Year (FY) Transit Division Contact: Ron Logsden, Transit Manager Phone: 319.356.5154 Email: ron-logsden@iowa-city.org The Transit Division operates a total of 26 buses on 19 fixed routes, with most routes departing every half-hour during "rush" hour (6-9:00 a.m. and 3-6:30 p.m.), Monday through Friday. Hourly service runs 9-3 p.m. and 6:30-11:00 p.m., and all day Saturday from 6 a.m. to 7 p.m. There is no service on Sunday. Iowa City Transit also services University Heights. When Iowa City schools are in session, services are provided to Southeast Jr. High, City High and Regina High Schools via the Eastside Loop Route, and West High School via the Westside Loop. Transportation is also made available to and from special City- sponsored events such as park tours, community and historical tours. Ridership on fixed routes in FY2007 exceeded 1.7 million. Fleet Maintenance & Sign Shop: All of the transit bus maintenance and repair is done in-house by on-staff personnel. Body repair work is also provided for all other City-owned vehicles and equipment, the costs for which are recovered by a charge to the division. Transit mechanics also fabricate the majority of traffic, bus stop, and city site directional signs. Accessibility: All of the fixed route buses are accessible and equipped to accommodate two wheel chair tie-down positions There were 73,063 paratransit rides in FY2007. Funding: The majority of Transit revenue comes from a transit property tax levy, generating $2.3 million in FY2009, with an additional $911,000 from the Employee Benefits property tax levy. State and federal grants are estimated at $1.5 million, and passenger fees in excess of $900,000. Court Street Transportation facility is estimated to generate $528,000 in parking fees and rentals in FY2009. Bus fares are $.75 for adults (18 yrs and up) and $.50 for youth (K-12). On Saturdays, family fares are $.75 per family (maximum 2 adults). Bus passes are available for various uses: 24 hours, 10 rides, 31 days; school semesters (Kirkwood, UI and youth), summer (student & youth) and annually (UI faculty). FY2009 Revenue $6,317,738 Court St. Trans. Facility 8% Misc. Other 2% Personnel FTE's Body Repair Mechanic 1.00 Custodian 0.50 Customer Service Representative 1.00 Maintenance Worker I 4.00 Maintenance Worker II 2.00 Mass Transit Operator 39.50 Mechanic II 2.00 Mechanic III 2.00 Parking & Transit Director 0.50 Parking Enforcement Attendant 1.00 Parts /Data Entry Clerk 1.00 Sr. Maintenance Worker 0.50 Transit Manager 1.00 Operations Supervisor 3.00 Total: 59.00 Highlights: The FY2009 - 11 Financial Plar includes the addition of 3.5 FTE Mass Transit Operators in connection with grant funding of $180,000. This grant must be reapplied for on an annual basis and is intended for use in route expansion. Iowa City will be expanding Transit services to the Chatham Oaks Care Facility area and Manville Heights. -36- Iowa City Public Library (ICPL) I',f Iii i Contact: Susan Craig, Director Phone: (319) 356-5200 Email: scraig@icpl.org FY2009 Expenditures $5,370,403 The mission of the Iowa City Public Library is to encourage and sustain a literate, informed, and diverse community; be committed to equal accessibility, intellectual freedom, and life-long learning; and provide a community gathering place for meetings and programming for the benefit of the public. The library is governed by asemi-autonomous nine-member board of trustees; which is empowered by state law and city ordinance to set policy, determine goals and objectives, direct the use of monies appropriated or gifted to the Library, and to employ staff. The Iowa City Public Library offers services to residents of Iowa City, University Heights, Hills and rural Johnson County. Reciprocal agreements with other public libraries across Iowa provide for a sharing of services through the Open Access Program. Online access at www.icpl.ora allows citizens to search the 240,000+ collection, reserve or renew materials, ask reference questions and access national databases without being on-site. Facilities include meeting rooms, which are available for non- profit organizations, Internet-accessible computers, a wireless connection in the building (which extends out into the City Plaza and playground area), and a variety of programs for children, teens and adults. Statistics from 2007: Cardholders 64,000 Items checked out: 1,378,000 Individual visits: 680,000 Meeting room bookings 1,500 Internet Computer Uses 180,000 Wireless Logins 46,000 Library Programs 450 Collection size 240,000 Commercial Bldg. 2% Materials .;,,;mt 10% `` Admin. 9% f Info. Tech. Servs. 12% Building Maint. 11% Reserves - Escrows 5% Technical Services 12% Personnel FTE's Library Assistant I, II & III 9.73 Librarian II 5.91 Library Coordinator 6.00 Maintenance Worker I 0.50 Maintenance Worker II 1.00 Library Clerk 5.50 Public Services Clerk 1.00 Sr. Library Assistant 3.75 Administrative Coordinator 1.00 Building Manager 1.00 Library Director 1.00 Microcomputer Specialist 1.00 Network Database Specialist 1.00 Librarian I 1.00 Sr. Librarian 1.00 Custodian -Library 2.00 Web Specialist 0.75 Total: 43.14 -37- Department of Parks & Recreation Contact: Terry Trueblood, Director Phone: (319) 356-5110 Email: terry-trueblood@iowa-city.org Parks and Recreation Administration directs and coordinates activities of the Parks, Recreation, Forestry, Cemetery, Central Business District (CBD) and Government Buildings divisions; and the Iowa City Farmer's Market. The Parks Division cares for 1,600+ acres of parkland and open/green space. This includes 40 designated parks with 37 competitive and 4 recreational sports fields, 5 recreational flag football fields, 200+ acres of prairie, and over 25 miles of trails both in and outside the parks. In 2007 there were 3,500 league games or practices on the sports fields and 20+ softball, soccer and baseball tournaments involving over 600 games and 3,200 participants. Other major work elements include construction and maintenance of play equipment, park shelters and turf areas; and snow/ice removal from parking areas, sidewalks and trails. The Recreation Division seeks to provide programs and activities involving citizens of all ages. Offerings include general fitness, sports programming, aquatic facilities, social and cultural activities, and programs for special populations. This division organizes over 250 classes, programs and leagues for an estimated 25,000 participants at three separate times throughout the year. Pool admissions exceeded 90,000 individuals in FY2007. An activity guide is available atwww.icgov.orq/pr/brochure.asp. Recreation staff are also responsible for maintenance and operation of the following facilities: Robert A. Lee Recreation Center at 220 S. Gilbert Street, Scanlon Gym, Mercer Acquatic Center, City Park Pool and the new Grant Wood Gym. ;~ .; - ;. Funding: Approximately thirty-two percent (32%) of Recreation's FY2009 programming is funded by user fees and other non-property tax revenues. This includes an agreement with the Iowa City Community School District (ICCSD) for use of pool facilities at Mercer Park Aquatic Center. A portion of Hotel/Motel Tax revenue (27.5%) is also designated for Parks and recreational facilities. CIP Highlights: There are a number of projects involving Iowa City parks, recreational areas and trails. Sand Lake Recreation Area was acquired by the City of Iowa City in 2006 and is scheduled for phased development in FY08-12. Both the Kicker's Soccer Park and Napoleon Park are scheduled for significant upgrades. North Market Square is slated for a major renovation, and a new neighborhood park (Frauenholtz Miller Park) is proposed for the City's eastside. A pedestrian bridge is budgeted in FY11 which will connect the Iowa River Trail and peninsula parkland trail systems from Rocky Shore Drive. See pages C-6 thru C-11 for additional details. -38- Department of Parks & Recreation (continued) Forestry Division is responsible for planting, pruning and removal of trees in the right-of--way along city streets, in the parks, along bike/pedestrian trails and other public property. Additional duties include assisting Parks staff during the winter by clearing a regularly assigned snow route. In 2007 Forestry staff completed over 490 citizen and staff service requests, pruned 1,937 trees, removed 155 hazardous trees and planted 212 trees. Forestry staff advises other departments on tree care, selection, and tree protection during construction. The City of Iowa City has been the recipient of the Tree City USA award for the past twenty-seven years. In 2007 Forestry, Parks and CBD staff expended 1,374 hours clearing debris from the February and December ice storms. Central Business District (CBD) staff provide daily maintenance in the pedestrian mall and the surrounding areas including City Hall and Chauncey Swan Park. They plant and maintain 5000 flowers each year in the ped-mall, the near Northside business district, and in outlying parks. They act as the primary on site contact for Jazz Fest, Arts Fest, Friday Night Concerts as well as numerous other special events in the downtown area. The staff maintains plantings, sweeps, removes litter, cleans the CBD daily and clears snow and ice as needed. Government Buildings staff provide routine custodial services and other periodic maintenance projects for City Hall, utilizing a combination of in-house and contracted services. Staff provide daily cleaning and maintenance for this 64,445 sq. ft. building, including Police and Fire facilties which are in operation 24/7. HVAC zones are also maintained daily for optimal energy efficiency, productivity and comfort. Personnel FTE's Parks & Rec Administration 2.00 Parks 13.00 Recreation 15.42 Forestry 3.00 Central Business District (CBD) 3.00 Oakland Cemetery 3.00 Government Buildings 4.96 Total: 44.38 ~ ~~~: ~ ,, ~ _ ~ '° ~ ,. ~~ ; '~r~i, ,~ ~~, y ~ - ~ - ~ Pa 6 X FY2009 Expenditures $6,851,345 C.B.D. 8% ~ E Oakland Cemetery 5% Forestry 6% Govt. Bldgs. 7% Oakland Cemetery occupies 40+ acres adjacent to the western edge of Hickory Hill Park. Cemetery staff are responsible for daily grounds maintenance, snow and ice removal, interments and lot sales. There have been an estimated 18,000 interments in the cemetery to date. Admin. _3% -39- Senior Center Contact: Linda Kopping, Senior Center Coordinator Phone: 319.356.5225 Email: linda-kopping@iowa-city.org The Iowa City/Johnson County Senior Center serves adults age 50 and above by developing and implementing classes, activities and volunteer opportunities that promote health, community involvement and independent lifestyles. Operational funding is provided by the City of Iowa City, fundarising, participant cost sharing and grants provided by the Johnson County board of Supervisors. There were over 80,000 visits to the Center during FY2007. Center sponsored programs, meetings, activities, and classes attracted 56,189 of the recorded visits. In addition, a total of 453 volunteers provided 24,000 hours of volunteer service for various Center sponsored programs and activities. The Center also provides meeting space for local organizations and community members and free operational space for the local chapter of AARP, Visiting Nurse Association, and Elder Services' RSVP and senior nutrition programs. In FY2007 Elder Services used the Center's kitchen facilities to support the preparation and delivery of nearly 104,000 meals for congregate dining sites and individuals living throughout the county. The Center's membership program is a voluntary participant cost- sharing program that generates revenue to fund operational expenses. There were 1,003 members in FY2007. While many of the Center's programs are open to the public, current members enjoy expanded opportunities to participate in programs and services offered by the Center. FY2009 Revenue $832,564 e~~ & Membership Fees 5% Other Misc. 3% Personnel ,a~,~5~n cau~~y,s~ ~r C. f~ center est. 1987 ~~~, %~~ ~~~. fi co ,, r ~ ~ ; ` s` S~~'ars and ~ ~p ~,.~ ~~ _ :.~` ~ F-_,-~ ~~ ... ~., FTE's Senior Center Coordinator 1.00 Program Specialist 1.00 Volunteer Specialist 1.00 Sr. Clerk /Typist 1.00 Maintenance Worker III 1.00 Maintenance Worker I 0.81 Receptionist 0.50 Total: 6.31 -40- Planning & Community Development (PCD) -General Fund Contact: Jeff Davidson, Director of Planning FY2009 Expenditures & Community Development Phone: 319.356.5232 $1,059,950 Email: Jeff-davidson@iowa-city.org Community PCD The Department of Planning & Community Development Development Admin. ~ ` ~ ~ PCD works close) with olic makers, the business ~ ) Y p Y 7% ~ 24% ~~ ~~` ~~~~ ~~~~ ~' .~.E~ttiti~4~i community and individual citizens to address economic, ;p~~~j~# housing and urban development issues. It is also their goal Neighborhood :~:~~:;:~::~Q to promote sustainable growth through research, planning, Services policy review and development. Planning services for 12% Urban Johnson County Council of Governments (JCCOG) are Planning housed within PCD, as are adminstrative services for the / 37% HOME and CDBG programs Urban Planning coordinates preparation of the Comprehensive Plan; including district plans that focus on development, redevelopment, preservation and conservation issues within the city's ten neighborhood districts. Drafting of these plans includes extensive citizen participation through public planning workshops, surveys and interviews with property owners, developers, realtors, environmental organizations and neighborhood groups. The division also provides staffing for the following boards and commissions, which are associated with developmental regulations and zoning: The Planning and Zoning Commission is charged with drafting and implementation of the zoning code and subdivision regulations in accordance with the Comprehensive Plan. Commission members review annexations and requests for rezoning and subdivision; making a final recommendation to City Council. The Board ofAdjustment reviews requests for special exceptions, variances and other appeals pertaining to the zoning code. The Historic Preservation Commission conducts studies and implements regulations designed to promote the preservation of historic landmarks and districts. Urban Planning staff research these topics, provide planning services and make recommendations to these boards and commissions. Staff also prepare the meeting agendas and prepares minutes. Neighborhood Services supports and encourages citizens to help shape the future of their neighborhood. By coordinating with 33 neighborhood associations, this division seeks to encourage action by providing ideas and resources that help associations address their needs and interests within the goals of the larger community. This division budgets $15,000 annually for a PIN (Program for Improving Neighborhoods) grant program. Personnel FTE's PCD Department Administration 2.55 Urban Planning 3.50 Economic Development 1.00 Neighborhood Services 1.00 Total: 8.05 Planning & Community Development (continued) The Economic Development Coordinator researches, compiles and analyzes demographic and economic data in order to recommend, implement, and advocate policies and programs designed to further the economic development of Iowa City. This staff members works closely with the Chamber of Commerce, Iowa City Area Development Group (ICAD), University of Iowa, and others in promoting the City as a viable business location. They assist developers and prospective companies with commercial and industrial development projects. They advise the City Council, boards and commissions regarding economic development projects and proposals. Staff also prepare grant applications and monitor award agreements when applicable. The City Council has $250,000 allocated biennially in the Capital Improvement Program for projects related to Economic Development. Community Development staff are committed to providing low-to- moderate income residents with access to safe and affordable housing, jobs and services. This is accomplished by coordinating efforts with local agencies, non profit organizations and other community partners, and by administering and coordinating activities relating to federal housing and community development programs. The Housing Rehabilitation program works to help residents maintain and update their homes by providing financial assistance to homeowners. The availability of affordable, low or no interest loans provides lower income homeowners the opportunity to make repairs on their homes and ultimately helps to maintain Iowa City's housing stock. Funding is available through the federally-funded Community Development Block Grant (CDBG) and HOME Investment Partnership programs, and through the Targeted Area Rehabilitation Program (TARP), which is funded by general obligation bonds. The Community Development Block Grant (CDBG) and HOME Investment Partnership Program are funded through the Department of Housing and Urban Development (HUD). In FY2008, the City of Iowa City anticipates $1.6 million in federal funds for the provision of housing, jobs and services for low-to- moderate income Iowa City residents. Local agencies, non-profit organizations and developers can apply for funding through the Department of Planning and Community Development. Estimated revenue for FY2008 includes $240,000 in loan repayments. These funds are reincorporated into the individual programs and made available for new recipients. Community Development Personnel: FTE's Community Development (Non-Grant) 0.95 CDBG 2.98 HOME 0.95 Total: 4.88 .i Community Development FY2009 Expenditures $1,927,531 Community Dev. 4% CDBG TARP 48% 12% HOME 41% -42- rr~~^ jccag.~rrg JCCOG is designated by the Governor of the State of Iowa as the Metropolitan Planning Organization (MPO) for the Iowa City Urbanized Area which includes Iowa City, Coralville, North Liberty, Tiffin, University Heights and the University of Iowa. JCCOG coordinates planning efforts for all of Johnson County in four specific program areas: transportation, human services, solid waste management, and assistance to small communities. Member agencies outside of the Iowa City Urbanized Area include Johnson County, Lone Tree, Oxford, Shueyville, Solon and Swisher. The Human Services Division assists JCCOG members in planning for and coordinating human service efforts. Working closely with local not-for-profit agencies, the Department of Human Services, and United Way this division works to prevent duplication of services and ensure that programs are cost effective while meeting the needs of the community. This division also coordinates a joint funding process for human service agencies, working with Iowa City, Coralville, Johnson County and United Way. The Transportation Planning Division fulfills federal requirements involving the transportation planning process in order to maintain eligibility for grant programs through the Federal Transit Administration (FTA) and Federal Highway Administration (FHA). The "3-C" transportation planning process consists of a comprehensive, coordinated and continuing planning effort for all modes of transportation. Projects include short- and long-range transportation development plans, corridor studies, intersection analyses, survey reports, and review of development projects. The Transportation Planning Division also prepares state and federal grant applications and fulfills the associated administration and regulation compliance. In past years, JCCOG has also facilitated discussion on regional issues including a fire protection mutual aid agreement, joint animal control facilities, a Joint Emergency Communications Center. Although funding is received from all JCCOG members, JCCOG is organized under the City of Iowa City. Through a 28(E) agreement, JCCOG staff provide assistance to the other members of JCCOG. This provides for cost- effective sharing of clerical, accounting, office space and vehicle pool expenditures. FY2009 Funding Sources FY2009 Expenditures $643,212 $633,216 Human Community Services Asst. 13% 7% Personnel FTE's JCCOG Executive Director 1.00 Contact: John Yapp, JCCOG Executive Director Associate Planner 4.00 Phone: 319.356.5232 Human Services Coordinator 1.00 Email: john-yapp@iowa-city.org Engineering Technician 0.40 Administrative Secretary 0.20 Total: 6.60 -43- City Council and Administrative Divisions Contact: Marian Karr, City Clerk The following divisions serve an administrative function for all city Phone: 319.356.5040 departments, city council, boards and commissions as outlined. E-Mail: council@iowa-city.org City Council formulates City policy and provides general direction to the City Manager for implementation of that policy. Residents are invited to contact the following elected officials through their listed phone number (s), through email at council(c~iowa-city.orq, or by mail addressed to Council Members, 410 E. Washington Street, Iowa City, IA. All correspondence addressed to the entire City Council becomes a permanent public record. Regina Bailey Connie Champion Mayor, District C - ~ ~- District B Personnel FTE's City Council 7.00 City Manager 3.00 City Clerk 4.00 Personnel 4.00 City Attorney 6.60 Human Rights 2.50 Total: 27.10 Amy Correia Matt Hayek At-Large At-Large Mike O'Donnell Ross Wilburn At-Large District A City Clerk &PCRB Mike Wright 11% At-Large city Cou 4% Human Rights 6% The City Manager's office supervises implementation of policy and procedures by all City Departments and advises the City Council on matters relating to the planning, development and current operating status of all City Departments. Iowa City is in the process of hiring a new City Manager at this time. The City Clerk is the official recordkeeping office of the City, performing recordkeeping duties as prescribed by State Law, the City Charter and the Municipal code. The Police Citizen's Review Board (PCRB) is reported with the City Clerk's budget. The City Attorney's office represents the City in court litigation and provides legal advice, opinions and services to City staff, boards and commissions. The Personnel office provides technical and support services for all City staff related personnel activities. The Human Rights office processes and investigates complaints of discrimination, provides specialized human rights training and community outreach. Non Operational Administration includes General Fund support for various human service and other agencies, JCCOG, Transit and Airport Operations. Funding requests from human service agencies and community events are outlined on the following two pages. FY09 Expenditures $3,866,624 Human Relations 14% -44- City of Iowa City FY2008 Human Service Agency Funding Human Services Aid to Agencies is proposed to increase by three percent in FY2009 to $465,604, with $324,554 budgeted from General Fund, $105,000 from Community Development Block Grant (CDBG), and an estimated $35,714 from Water, Sewer and Stormwater utility billing abatements. REQUESTS FOR AID TO AGENCIES Actual Budget Requested Proposed FY2007 FY2008 FY2009 FY2009 United Way Human Service Agencies: 4 C's 2,000 2,000 Arc of Johnson County 2,000 2,000 Big Brothers/Big Sisters 35,436 37,000 Crisis Center 38,575 39,730 Domestic Violence Program 50,687 51,000 Elder Services Agencyt 58,839 59,500 Free Medical Clinic 6,400 7,000 (CARE -Iowa Center for Aids Resource 8,953 9,220 Jo Co Office of the American Red Cross 5,340 5,500 Mayor's Youth Employment Program 20,600 19,570 MECCAT 28,879 29,745 Neighborhood Centers 60,000 60,000 Rape Victim Advocacy 11,232 11,300 Shelter House 23,046 35,000 United Action for Youth (UAY)t 63,049 65,000 UAY Youthworks 16,000 - Consortiumfor Youth Employment - 16,000 Subtotal: United Way Agencies $ 431,036 $ 449,565 $ - $ - Other Human Service Agency Requests: Housing Trust Fund of Johnson County - - 53,000 - Extend the Dream Foundation - 5,000 Johnson County Juvenile Justice 2,500 - - - Youth Development Program Subtotal: Other Human Services Agencies $ 2,500 $ 5,000 $ 53,000 $ - Contingency Funding: - 1,586 - - Grand Total: Aid to Human Services Agencies $ 433,536 $ 456,151 $ 465,268 Less direct funding from: Community Development Block Grant (CDBG) (105,000) (105,000) (105,000) Water, Sewer and Stormwater Utility Billing Abatements (35,714) (36,050) (35,714) General Fund /Non-Operational Admin 821 $ 292 $ 315 101 $ 324 554 Aid to Human Services Agencies: , , , t Full or partial funding from Community Development Block Grant (CDBG). -45- City of Iowa City Community Event and Program Funding Community event and program funding has been budgeted to include a three percent (3%) increase over FY2008 funding at $95,163. A total of $104,722 has been requested. Funding Requests for Actual Budget Requested Council Community Events & Programs FY2007 FY2008 FY2009 Allocation FY2009 All-Iowa New Horizons Band Extravaganza 250 250 250 American Heart Association 1,000 - - Bike to Work Week 1,500 - - Child Appreciation Day - - - Evert Conner Rights & Resource Center 972 972 972 for Independent Living - ADA Celebration 2008 Earth Expo - - - Extend the Dream Foundation 1,000 1,000 1,000 Ralston Creek Fair & Flea Mrkt Johnson County Local Food Alliance 1,000 500 5,000 Field to Family Hancher's 35th Anniversary Gift to Iowa - 7,500 - Hawk-I Health Insurance for Kids 456 - lowa City Community String Orchestra - 300 500 Fall & Spring Concerts ICCCVB -Sports Authority 17,000 2,500 - Habeas Corpus - - 9,000 Iowa Dance Fest & Iowa City Dance Labs Johnson Co. Historical Society 4,000 4,000 - Johnson Co. Historical Society - 2,228 3,000 10,000 Irving B. Weber Days Jaycees' - 4th of July Fireworks 4,455 7,500 10,000 Nachte Raho - - - Riverside Theatre -Shakespeare Festival 3,000 3,000 5,000 Summer of the Arts 50,000 50,000 60,000 Youth Advisory Commission - - 3,000 Subtotal Community Events Allocated: $ 86,861 $ 80,522 $ 104,722 $ - Community Events Contingency: - 11,869 - General Fund /Non-Operational Admin. Community Event Funding: $ 86,861 $ 92,391 $ 95,163 Community Development Assistance Twenty-five percent (25%) of annual Hotel/Motel Tax revenue is allocated to the Iowa City / Coralville Convention & Visitor's Bureau (ICCVB). Actual FY2007 Budget FY2008 Estimated FY2009 Iowa City /Coralville Convention & Visitors Bureau $ 172,909 $ 168,443 $ 181,554 Total Hotel /Motel Taxes $ 691,635 $ 673,772 $ 726,216 of Hotel /Motel Tax to CVB 25.0% 25.0% 25.0% -46- Finance Department Contact: Kevin O'Malley, Finance Director Phone: 319.356.5053 Email: kevin-o'malley@iowa-city.org Finance Administration oversees the following divisions: Revenue and Risk Management, Accounting, Purchasing, Document Services and Information Technology Services (ITS). The Accounting Division handles payroll, accounts receivable, accounts payable, bond and interest payments, landfill billings, state and federal reporting, and preparation of the year-end Comprehensive Annual Financial Report (CAFR). Accounting has received the Government Finance Officers' Association (GFOA)'s Outstanding Achievement Award for 22 years straight. The Purchasing Division is responsible for procuring commodities and services for City divisions. The division develops and solicits both formal and informal procurements, including: quotes, Requests for Proposal (RFP) and bid documents. Once a bid has been awarded, the division is responsible for administration of the contract. Other work areas include mail distribution and processing, and information desk staffing. The Revenue and Risk Management Division is responsible for handling of all daily receipts, bank deposits and investments. Customer service includes account setup and disconnect for water, sewer and refuse accounts. Staff also handle questions regarding parking violations. This division also seeks to minimize the degree of risk to which City property, individual staff members and the general public are exposed to in relation to public works, infrastructure and daily operations. This is accomplished through staff training and education, incident reporting and review, monitoring of loss histories and annual insurance policy review and renewal. Document Services provides centralized text processing and computer graphics services through phone dictation, computer network and specialized software and hardware. Document Services also assists staff with printing, mapping, web content and coordination services. Information Technology Services (ITS) maintains City-owned computer hardware and software, web application design and services, fiber optic utility, and centralized telephone switch. ITS Staff provides direct support to City departments and divisions to enhance applications, data collection, and user interaction while maintaining compliance with local, state, and federal regulations. The budget for ITS is included in the Internal Service Fund section of this book. FY2009 Expenditures $ 7,793,401 Finance Admin. 5% Accounting 9% :hasing 7% Personnel FTE's Finance Administration 3.17 Accounting 7.00 Purchasing 4.75 Revenue Division 8.88 Document Services 3.50 Information Technology Svcs 12.30 Risk Management 1.68 Total: 41.28 -47- Document Revenue Services & Risk Mgmt 3% 13% Equipment Division Contact: Tom Hansen, Equipment Superintendent Phone: 319.356.5197 E-Mail: tom-hansen@iowa-city.org The Equipment Division provides repair, preventative maintenance and equipment management services for all major city owned vehicular equipment with the exception of Transit buses. Currently the Division maintains 498 vehicles, with 3,088 repair orders this past fiscal year. The Equipment Division dispensed 497,822 gallons of fuel for City vehicles and outside entities. Vehicle repairs, maintenance and replacement are recovered by chargebacks to the individual departments and divisions. Scheduled Vehicle Replacement - FY2009: Cargo Van 32,700 Auto, Compact 41,800 Pickup Truck, Compact (8) 28,100 Pickup Truck, 1/2 Ton (3) 48,700 Auto, Mid-size (2) 27,800 Mini-van 21,600 Mower(s) 186,600 Truck, 1-Ton 53,300 Recycling Truck 280,600 Refuse Packer 280,600 Skidsteer 53,600 Snowblower 7,000 Spreader, Truck-mounted 63,100 Sweeper 234,300 Tractor /Loader 43,700 Total: 1,403,500 Other Capital Outlay - FY2009: Overhead Door Replacement 7,000 Personnel FTE's Mechanic II 3.00 Mechanic I 2.00 Mechanic III 2.00 Shop Supervisor 1.00 Superintendent 1.00 Parts/Data Entry Clerk 1.00 Equipment Clerk 0.76 Buyer I 0.50 Total: 11.26 FY09 Revenues $4,376,099 Operating Chargebacks 65% Other Local Govts. _ 13% Income 5% Vehicle Replacement Charges 8% Sale of \ Vehicles 2% Expenditures by Category - Five Years - 6.00 5.00 4.00 3.00 2.00 1.00 Fiscal Year (FY) ®Capital Outlay ^ Supplies ^ Services ^ Personnel -48- 2007 2008 2009 2010 2011 Water Division Contact: Ed Moreno, Water Superintendent Phone: 319.356.5162 Email: ed-moreno@iowa-city.org Major work elements for this division include water treatment, testing, reporting, well monitoring, facility and distribution system maintenance, emergency water main/line repair, new account hook- ups and disconnects, meter repair and replacement, and monthly meter reads. Staffing at the treatment plant is 24/7, with additional staff on call in case of an emergency. The water purification facility at 80 Stephen Atkins Drive opened in March of 2003, servicing over 24,000 household and commercial connections. Average daily water use in 2006 was just under six million gallons. Future capacity was taken into consideration during the planning stage, allowing for up to 16.7 million gallons per day. Iowa City's award winning water exceeds all required standards set by the Environmental Protection Agency, with over two hundred tests performed each day by water treatment plant operators to ensure that quality standards are met. The division's annual Consumer Confident Report will be released in June, 2008, and can be accessed at www.icgov.org/water. Funding: The Water Division is funded by water user fees. The last rate change was a five percent (5%) decrease, effective July 1, 2006. Capital Projects: Capital project funding provides for annual maintenance and improvements to existing infrastructure. FY2008 includes a major extension of water main along Old Highway 218 from Mormon Trek to Isaac Walton Road. Expenditures by Category -Five Years 12.0 10.0 o s.o 0 ~°, 6.0 0 4.0 2.0 14.0 .;.~..: ~~ :; ~ 2007 2008 2009 2010 2011 D Debt Service Fiscal Year (FY) ^ Capital Expend. D Services & Supplies ^ Personnel FY09 Expenditures $11,732,416 Distrib. Customer 10% Services 14% Admi 11% Facility Operations Capital 1 g% Projects Y0% ebt Service Funding 26% Personnel FTE's Maintenance Worker II 6.00 Maintenance Worker I 5.00 Treatment Plant Operator 4.00 Maintenance Operator 4.50 Maintenance Worker III 3.00 Sr. Maintenance Worker 2.00 Water Services Clerk 1.75 Sr. Treatment Plant Operator 1.00 Water Superintendent 1.00 Asst. Superintendent 1.00 Building Inspector (Backflow prevention) 1.00 Customer Service Coordinator 1.00 Utilities Technician 1.00 Public Information /Education Coordinator 0.50 Total: 32.75 -49- Wastewater Treatment Contact: Dave Elias, Superintendent Phone: 319.356.5170 Email: dave-elias@iowa-city.org Operations: The Wastewater Division maintains and operates two treatment plants; 17 lift stations and 300 miles of sanitary sewer piping throughout the city, processing an average of 11.04 million gallons of wastewater per day in 2007. Staff members measure and report 120 different parameters to the Iowa Department of Natural Resources (IDNR) for both influent waste and effluent. Other major work elements for this division include sewer main repairs, preventative maintenance and 24/7 response to emergency sewer calls. Staffing is seven days/week for operations staff. Adminstrative, lab and maintenance staff are on-site five days/week. The South Plant, located at 4366 Napoleon St. SE, was expanded in 2002 to accomodate more stringent ammonia removal standards and future growth in residental and industrial customers. Maximum flow capacity of both facilities is 42 million gallons/day. Funding: The Wastewater Division is funded by wastewater user fees. A five percent (5%) rate increase is recommended in FY2009 due to decreasing bond covenant ratios, which affect the City's ability to refinance or issue new bonds for capital project funding. Principal and interest payments on outstanding sewer revenue bonds total $7.25 million in FY2009. FY09 Expenditures $13,847,325 16.0 14.0 Personnel FTE's Maintenance Worker II 5.90 ~ 12.0 Treatment Plant Operator 4.00 N ~ 10.0 Maintenance Operator 3.00 0 80 Laboratory Technician 2.00 Sr. Maintenance Worker 1.90 o s.o Maintenance Worker III 1.80 ~ a.o Asst. Superintendant 1.00 2 0 Chemist 1.00 Electrician 1.00 - Electronics Technician 1.00 Maintenance Worker I 1.00 Sr. Treatment Plant Operator 1.00 Sr. Clerk /Typist 0.50 Superintendent 0.50 Total: 25.60 -50- Admin. 10% Capital Projects 11% Sewer Distrib. 5% Expenditures by Category -Five Years 0 Debt Service Funding 0 Capital Outlay ~ Supplies ® Services ~ Personnel 2007 2008 2009 2010 2011 Fiscal Year (FY) Refuse Collection Contact: Rodney Walls, Asst. Superintendent Phone: 319.356.5466 Email: rodney-walls@iowa-city.org Refuse Collection provides curbside pickup of household waste, recycling, yard waste, bulky items and appliances to 14,375 households in Iowa City. The City purchased its first automated truck in 2002, making refuse collection faster and safer for residents and employees. Wheeled carts are easier to maneuver, more stable and designed to not blow over in high winds. Lids are attached and snug-fitting to keep pests and animals out. Automated routes are being expanded with the addition of approximately 1,000 carts per year. Automated carts and recycling containers are provided free of charge to the resident. Yard waste stickers and bags are available for purchase at various locations throughout the City. Funding: Refuse Collection is funded entirely by user fees. Highlights: Refuse fees are recommended to increase $.50 annually in FY09 - FY11. Personnel and vehicle operations (including fuel) account for the majority of costs in this fund. Roll-out refuse carts have been well-received by citizens and are budgeted at $132,000 in FY09 in order to meet the increase in demand. Average Weekly Collection: Refuse 180 tons per week FY2009 Expenditures Recycling 31 tons per week $2,802,873 Yard Waste 33 tons per week Supplies Bulky items 2.75 tons per week $86,639 Appliance 0.79 tons per week Services Personnel: FTE's $1,202,691 Maintenance Worker II 10.00 Maintenance Worker I 7.00 ~'tif1.1. Maintenance Worker III 1.00 .f.f.f. '~'~'~ ~ ~' ~~ ~~~~~ ~~~~ Asst. Supt. Streets /Solid Waste 1.00 .f1f1f1f1f1f Personnel f1f1f1f. Clerk /Typist 1.00 $1,325,543 Capital Outlay Superintendent Streets /Solid Waste 0.35 $188,000 Total: 20.35 -51 - Iowa City Landfill & Recycling Center Contact: Dave Elias, Superintendent Phone: 319.356.5170 Email: dave-elias@iowa-city.org The Iowa City Landfill & Recycling Center handles waste disposal, recycling and composting for all of Johnson County. Located at 3900 Hebl Avenue SW, the landfill is open from 7 AM to 4:30 PM Monday-Saturday, with hazardous waste accepted by appointment. In FY2007, the landfill handled over 143,000 tons of material, 103,100 tons of which was landfilled. Curbside and drop-off recycling exceeded 2,050 tons and 6,400 tons of yardwaste was accepted; an estimated 2,300 tons of compost was redistributed throughout the county as a soil amendment. There are numerous types of special waste which are received but separated out for material-specific handling. This includes electronic and hazardous waste, yard waste, tires, recycled products (paper, plastics, glass, cardboard), reusable furniture and building materials. Electronic & Hazardous Waste: The Landfill contracts with a DNR-approved recycler to provide environmentally-safe disposal and/or recycling of small electronic products which contain lead and other substances that can be harmful to the environment if disposed of improperly. A Hazardous Waste Collection Facility was added in 2000 to accept used oil, old paint, batteries, household and commerical chemicals which previously were landfilled. Yard Waste & Composting: Iowa City residents can take yard waste directly to the Landfill and deposit it at no charge. These materials are composted and made available to the public as mulch and compost. Reusable Furniture & Construction Materials: The Landfill works with organizations like Furniture Project, Habitat for Humanity's Restore and Salvage Barn, which divert reusable furniture and building materials from landfilling to people who can use them. Funding: Landfill is funded by user fees. Capital Projects: There are two Landfill projects in the capital improvements program. Anew landfill cell is scheduled in FY2009. The Eastside Recycling Center is scheduled for phased construction in FY2008 - 2009. This facility will be located at 2401 Scott Boulevard and accomodate oil and electronics drop-off, compost pick-up; salt, sand and bulk water storage facilities; and a conctete wash-out station. The complex is also intended to house the Furniture Project /Salvage Barn and an environmental classroom. Total estimated cost of the project is $3.2 million over the three-year period. See page C-4 of this document for more information. Personnel FTE's Scalehouse Operator 1.50 Landfill Operator 5.00 Recycle Clerk 1.00 Recycling Coordinator 1.00 Maintenance Worker III 2.00 Sr. Engineer 1.00 Sr. Maintenance Worker 1.00 Superintendant 0.50 Asst. Superintendant 1.00 Sr. Clerk /Typist 0.50 Total: 14.50 FY2009 Expenditures $14,380,067 Admin.- 7 Recycling 6% -52- Stormwater Management Contact: Brian Boelk, Sr. Civil Engineer Phone: 319.356.5437 Email: brian-boelk@iowa-city.org In prior years, stormwater management focused on handling large quantities of water run-off in an urban environment and the prevention of flooding in low-lying areas. Storm sewers, ditches, and detention/retention ponds were built to carry stormwater away from homes and businesses during such events. In order to protect and improve valuable water resources, new federal regulations focus on the pollutants which are known to be carried by stormwater into streams and rivers. Iowa City is now required to implement various programs related to stormwater quality under a federally mandated Stormwater Permit. Funding: In absence of state or federal funding, a stormwater ordinance was adopted by City Council in March, 2004, which initiated a stormwater utility user fee. This fee charges $2/month per Equivalent Residential Unit (ERU) and is comparable to what other communities have done to implement the new federal regulations. User fees are budgeted at $607,000 in FY2009. These utility fees help pay for public education, storm sewer inspection, cleaning, maintenance/repair, and administrative costs associated with stormwater management. In addition, stormwater utility fees pay for practices and projects that improve water quality and reduce flooding in Iowa City. This includes funding for new storm sewer construction, separation of combined sewers, and modifications to existing troubled systems. Highlights: Capital project funding includes $635,000 in FY09 for improvements to the Sandusky Storm Sewer and $360,000 in FY11 for replacement of a box culvert on North Gilbert Street. Annual maintenance projects include Storm Sewer Maintenance Program ($100,000), Creek Maintenance Program ($25,000) and Stormwater Quality Program ($25,000) Personnel: FTE's Sr. Engineer 1.00 Public Information /Education Coordinator 0.50 Maintenance Worker III 0.10 Maintenance Worker II 0.20 Sr. Maintenance Worker 0.10 Total: 1.90 FY2009 Expenditures $1,111,024 Capital Projects $785,000 \, /i±j' Supplies & V i Services $156,818 \ Personnel $169,206 -53- Broadband Telecommunications /Cable TV Contact: Drew Shaffer, Cable TV Administrator Phone: 319.356.5046 Email: drew-shaffer@iowa-city.org Broadband Telecommunications, also known as the Cable TV Division, is comprised of four units: Cable TV Administration, a Media Unit, Community Television Service (CTS), and InfoVision. Cable TV Administration oversees the division's activities, provides a complaint resolution service for citizens to address concerns with the local cable company, regulates basic service rates, staffs the Iowa City Telecommunications Commission (ICTC), and conducts special projects such as community surveys and coordination of the cable refranchising agreement. The Media Unit operates City Channel 4 and produces video programming for it. This includes local public meetings such as the City Council, Foreign Relations Council and League of Women Voters forums. There now exists about 2,000 hours of local programming for Channel 4. The Community Television Service (CTS) produces video programming for ~ ~ `~"' eoMMVr++rY TE9..{va SrpPl SERVr¢lr. local nonprofit organizations at no charge, including groups like the Shelter House, - ~,? Iowa City Area Development (ICAD), and Emma Goldman Clinic. CTS produces programs for an estimated 90 non-profit organizations per year. InfoVision staff operate Channel 5, an interactive service which enables citizens to access 75 categories of community information, including Animal Shelter pets for adoption, the Community Arts Calendar and transportation alternatives in Iowa City. Video On Demand services are also provided on Channel 5 and through the www.citychannel4.com website. Funding: Cable TV is funded entirely by cable user fees, which are part of anon-exclusive franchise agreement. A small portion of this funding is allocated annually by the Iowa City Telecommunication Commission as grant funding for improvements in local programming. Eligible recipients include the Iowa City Public Library for Channel 10, Senior Center for SCTV video programming, the schools for Channel 21, Public Access Television (PATV) Channel 18 and CTS and City Channel 4. FY2009 expenditures include transfers of $100,000 to the General Fund for operational support, and $52,820 to the Iowa Clty Public Library for Channel 10 programming expenses. Personnel FTE's Communications Tech 1.00 Community Programmer 1.00 Production Assistant 1.00 Production Coordinator 1.00 Cable TV Administrator 0.75 Special Projects Assistant 0.75 Clerical Assistant 0.50 Maintenance Worker I 0.19 Total: 6.19 Reserve Funding 2% FY09 Expenditures $751,293 -54- Library Channe110 7% services & Supplies 13% Capital Outlay General2% Fund Ops. 12% Iowa City Municipal Airport Contact: Michael Tharp, Airport Operations Specialist Phone: 319.356.5045 Email: michael-tharp@iowa-city.org Personnel FTE's Airport Operations Specialist 0.60 Maintenance Worker I 1.00 Total: 1.60 Iowa City's Municipal Airport is a general aviation airport located in the southwest part of Iowa City. Of the 113 public airports in Iowa, the Iowa City Municipal Airport is one of the busiest general aviation airports in the state. A Fixed Base Operator on the airfield provides fuel service, aircraft maintenance, flight instruction, and charter services. The airport has approximately 30,000 take-offs and landings annually and sold just under 100,000 gallons of jet fuel and 100,000 gallons of aviatic gasoline to aircraft operators in 2006. Airport staff is responsible for daily operation and maintenance of all airport facilities, including 60 T- Hangars, 6 corporate hangars, other airfield buildings, runways and equipment. The Operations Specialist staffs an administrative office, manages leased areas and contracts, plans and oversees airport-related capital improvements. Iowa City also hosts Sertoma Club's annual Fly-in /Drive-In Breakfast fundraiser event. Funding: An estimated sixty-three percent (63%) or $257,000 of airport funding is proposed to come from airport hangar rentals in FY2008. General levy propery tax support is estimated at $130,000. Of this amount, $18,000 will be used to provide the local match on capital project grant funding. Capital Project Funding: The Iowa City Municipal Airport plans to extend and rehabilitate its runways over the next 4 years. This includes rehabilitation of the original pavement on Runways 7-25 and 12-30. The existing terminal apron and connecting taxiway will also be replaced in FY11. These projects are funded primarily by the Federal Aviation Administration under the Airport Improvement Program (AIP) and require the Airport to contribute 5% of the overall cost, while the grant program provides 95%. A large bay hangar is also scheduled for construction in FY11 with 50% state grant funding. 1,400 1,200 V! L !~ 1,000 0 c 800 V! ~ 600 V! L 400 ` 200 Property Taxes (Capital Projects) 4% Expenditures by Category - Five Years - ^ Personnel ^ Services & Supplies ^ Capital ^ Debt /Loan Projects Repayment Misc. Other 5% Property Taxes (Operations) 27% C -55 FY2009 Revenue $407, 868 Rents 64% 2007 2008 2009 2010 2011 ^^r ~ ~ ! ~.r ~~1~ CITY OF IOWA CITY Capital Improvement Program FY2008 - 2012 December 2007 City of Iowa City FY2008 - FY2012 Capital Improvements Program Summary Project Category FY2008 FY2009 FY2010 FY2011 FY2012 Total Airport 4,174,092 3,360,600 2,036,600 3,872,950 - 13,444,242 Parking & Transit 3,415,722 3,580,000 652,500 300,000 - 7,948,222 Parks, Recreation &Trails 4,719,256 2,897,500 1,749,400 4,175,000 3,305,000 16,846,156 Public Safety 5, 973,119 1,109, 000 2, 893, 000 452, 500 572, 000 10, 999, 619 Landfill 1,310,978 9,081,641 - - - 10,392,619 Public Utilities 2,321,338 4,081,000 900,000 1,260,000 900,000 9,462,338 Streets, Bridges & Traffic Engineering 20,367,746 8,855,000 14,539,000 7,985,000 4,270,000 56,016,746 Misc. Other 2, 760, 728 310, 000 400, 000 1, 027, 000 400, 000 4, 897, 728 Total Projects: 45,042,979 33,274,741 23,170,500 19,072,450 9,447,000 130,007,670 Capital Improvement Program Expenditures by Category FY2008 - FY2012 Parking & Transit 6% Airport 10% Public Utilities 7% Misc. Other 4% C-1 City of Iowa City Capital Improvements Program Project Category: AIRPORT Project Name Airport Runway 7- 25 Rehabilitation Fundinp $1,120,100 $1,120,100 Description The existing Runway 7-25 is in excess of sixty (60) years old and is showing signs of pavement distress. In order to preserve this runway, an overlay is programmed for this pavement. Fundinp FY08 FY09 FY10 FY11 FY12 Federal Grants $ - $1,064,095 $ - $ - $ - 09 GO Bonds $ - $ 56,005 $ - $ - $ - Project Name Fundinp Airport Runway 7 -Parallel Taxiway $ 3,527,100 $ 3,527,100 Description A parallel taxiway for the main runway is needed to allow for safe taxi of aircraft to and from the terminal area. Grading is scheduled to begin in FY2009, with paving and lighting schedule for FY2010. Fundinp FY08 FY09 FY10 FY11 FY12 Federal Grants $ - $1,415,975 $1,934,770 $ - $ - 09 GO Bonds $ - $ 74,525 $ - $ - $ - 10 GO Bonds $ - $ - $ 101,830 $ - $ - C-2 City of Iowa City Capital Improvements Program Project Category: AIRPORT Project Name Fundinp Corporate Hangar'L' $1,000,000 $1,000,000 Description Construct large bay hangar for Fixed Base Operator (FBO) to manage. Fundinp FY08 FY09 FY10 FY11 FY12 State Grants $ - $ - $ - $ 500,000 $ - 11 GO Bonds $ - $ - $ - $ 500,000 $ - Project Name Fundinp Airport Runway 12-30 Rehabilitation $1,205,750 $1,205,750 Description The existing Runway 12-30 pavement is in excess of sixty (60) years and shows signs of pavement distress. An overlay is programmed to preserve this runway. Fundinp FY08 FY09 FY10 FY11 FY12 Federal Grants $ - $ - $ - $1,145,450 $ - 11 GO Bonds $ - $ - $ - $ 60,300 $ - Project Name Fundinp Apron Reconstruction & Connecting Taxiway $1,667,200 $1,667,200 Description Existing terminal apron is showing signs of pavement failure and needs replacement. Fundinp FY08 FY09 FY10 FY11 FY12 Federal Grants $ - $ - $ - $1,583,840 $ - 11 GO Bonds $ - $ - $ - $ 83,360 $ - Project Name Fundinp Aviation Commerce Park South $ 750,000 $ 750,000 Description Development of property for commercial use south of the Airport. Fundinp FY08 FY09 FY10 FY11 FY12 Misc. Other $ - $ 750,000 $ - $ - $ - C-3 City of Iowa City Capital Improvement Program Project Category: LANDFILL Project Name Eastside Recycling Center Fundinp $ 3,223,149 $ 3,223,149 The Eastside Recycling Center will be located at 2401 Scott Boulevard and is scheduled for completion in 2009. This facility will accomodate oil and electronics waste drop-off; compost pick-up; salt, sand and bulk water storage facilities; and a concrete wash-out station. The complex is also intended to house the Furniture Project /Salvage Barn and an environmental classroom with public restrooms. Fundinp FY08 FY09 FY10 FY11 FY12 Landfill User Fees $ 1,141,508 $ 2,081,641 $ - $ - $ - ..........r.--- ... ~"'~ ~~ ~ s9te fac~hties I _ _ . B Ha 4dap Re ~ i f. ~~ la- Ha6rt Res[orc Cx~:.aris.:?^ 7 ~~ r7; 2 ~°ueni0.ure Pro c [ ~,~ r ~ i ~ a ~I'' 3 Sala ergs Barn a l ± ~ I ~ tl f'tB~tyG ta] ~rra[5 S le ---~ ~ _ _rv, I! ~ ~ 1 .. i._ .. 5- 61i drop S.te i ~ ~ ~~ ~ S. C~rmirast Pirx-Ua d ~ ~~'~~' T«~a ~ . f i ~ ~ ' stetlo~ f ~ ~ ~ ~ ~ ~ 7 Wpgd Chip P caw-lop ~ ~ i _ Stag om r e' r - ~ 6 Elactrczn~c Waste - - - - 9. Sand1 Salt SEnra~lrr ,- ---- - - u, ~ i Facll,Ey ~.Y - - - b6 Concrdle: T[ 'K __ m ~ca. ~ Wash-t7cwn S7a.t~nn ~~ ~ .. 1i- ®ufk WaYO[ ' _ 1 I ©F3t[IXYI~Iv©r1 $1~7~~" ~.. .. -.• ~.- 12. Ed4icz.[t1~3n Area e , 17 A.d151101IStra[YL S 4 ' ~ I a W:I ~~ 1a. Hnuse loltl Ha~r ~~~starn~t~~~r,,,e~r r ly fi~~ t 7r ' '~ ~ , ~[,[,= a, znn7 - p ~ I 1n Project Name Fundin Landfill Cell - FY09 $ 7,000,000 "`"'~~"'~~"~~ Design and construct a new landfill cell. Fundinp FY08 FY09 FY10 FY11 FY12 Landfill User Fees $ - $ 7,000,000 $ - $ - $ - C-4 City of Iowa City Capital Improvement Program Project Category: PARKING Project Name Fundinp Parking Garage Access Controls -Capitol, Dubuque and Tower Place (Iowa Avenue) $ 430,000 $ 430,000 Description Replacement of existing parking access control equipment as current equipment is obsolete. New equi pment will allow credit card transactions and improve traffic flow. Fundin FY08 FY09 FY10 FY11 FY12 Parking Revenues $ 200,000 $ 230,000 $ - $ - $ - Project Name Fundin Garage Maintenance & Repair $ 1,613,851 $ 1,613,851 Description This project includes routine concrete restoration, application of sealant and repair of stairwe lls. Fundin FY08 FY09 FY10 FY11 FY12 Parking Fees $ 961,351 $ - $ 652,500 $ - $ - Project Name Fundin Near Southside Multi-use Parking Facility $ 3,050,000 $ 3,050,000 Description Purchase property for eventual construction of a multi-use parking /commercial /residential facility on the near southside of downtown. Fundinp FY08 FY09 FY10 FY11 FY12 Parking Impact Fees $ - $ 1,550,000 $ - $ - $ - Interfund Loan $ - $ 1,500,000 $ - $ - $ - Project Name Fundin Parking Garage Elevator Upgrades -Capitol & Dubuque St. Garages $ 600,000 $ 600,000 Description Elevator upgrades at the Capitol and Dubuque Street Garages. Fundin FY08 FY09 FY10 FY11 FY12 Parking Fees $ - $ 300,000 $ - $ 300,000 $ - C-5 City of Iowa City Capital Improvement Program Project Category: PARKS, RECREATION AND TRAILS Sand Lake Recreation Area Fundin This project provides for the phased development of the Sand Lake Recreation Area $ 6,600,000 located at 4213 S.E. Sand Road. This 180 acre area will include both recreation and $ 6,600,000 conservation components. A Community Attraction and Toursim (CAT) grant application is being submitted to the State of Iowa for this project and other funding sources are being considered. »~°"' ~' ~ ~aR ?~ ' . -~~ »~ ~~ ° Ii '' "~r r~ t ~. ,, Fundinp FY08 FY09 FY10 FY11 FY12 State Grants $ - $ - $ - $ 1,000,000 $ 1,000,000 08 GO Bonds $ 500,000 $ - $ - $ - $ - 09 GO Bonds $ - $ 1,000,000 $ - $ - $ - 11 GO Bonds $ - $ - $ - $ 1,000,000 $ - 12 GO Bonds $ - $ - $ - $ - $ 1,000,000 General Fund $ 350,000 $ - $ - $ - $ - Contributions & $ - $ - $ 750,000 $ - $ - Donations $ 850,000 $ 1,000,000 $ 750,000 $ 2,000,000 $ 2,000,000 C-6 City of Iowa City Capital Improvement Program Project Category: PARKS, RECREATION AND TRAILS Iowa City Kicker's Soccer Park The Soccer Complex located at 4400 Soccer Park Road was opened in 1997. An estimated 125,000 visitors use the park each year. Continued development and improvement of this area is outlined below. FY2009 Soccer Park Pond: Construct a pond at Kickers Soccer Park to accommodate a field irrigation system. FY2010 Soccer Park Shelters: Construct two large park shelters to accommodate park patrons when large tournaments are hosted. FY2011 Soccer Field Renovation: Rebuild four soccer fields at Kickers Soccer Park; need to be crowned and drainage the installed. Soccer Park Improvements: This project provides for the continued development and improvement of the Iowa City Kickers Soccer Park. Planned improvements would create a system of trails to enhance accessibility and create a more park-like atmosphere to the open space areas of the facility. ($53,000 of project cost are reflected in FY2008.) Fundin FY08 FY09 FY10 FY11 FY12 07 GO Bonds $ 53,000 $ - $ - $ - $ - 09 GO Bonds $ - $ 337,500 $ - $ - $ - 10 GO Bonds $ - $ - $ 150,000 $ - $ - 11 GO Bonds $ - $ - $ - $ 100,000 $ - 11 GO Bonds $ - $ - $ - $ 250,000 $ - $ 53,000 $ 337,500 $ 150,000 $ 350,000 $ - Fundin $ 337,500 $ 150,000 $ 100,000 $ 303,000 $ 890,500 C-7 City of Iowa City Capital Improvement Program Project Category: PARKS, RECREATION AND TRAILS Project Name Fundin Butler Bridge Pedestrian Trail $ 550,000 $ 550,000 Description Construction of a separated pedestrian bridge on the widened piers of North Dubuque Street's Butler Bridge. This allows for separated pedestrian and bicycle travel. This project utilizes Federal STP grant funds. Fundin FY08 FY09 FY10 FY11 FY12 Federal Grants $ - $ 440,000 $ - $ - $ - 09 GO Bonds $ - $ 82,500 $ - $ - $ - Coralville $ - $ 27,500 $ - $ - $ - Project Name Fundin City Park -Trail Lighting $ 240,000 $ 240,000 Description This project provides for installation of pedestrian lighting along City Park's trail system. Fundin FY08 FY09 FY10 FY11 FY12 12 GO Bonds $ - $ - $ - $ - $ 240,000 Project Name Fundinp Frauenholtz-Miller Park Development $ 280,000 $ 280,000 Description Develop newly-acquired parkland on Lower West Branch Road adjacent to Saint Patrick's church site. Funding includes use of Neighborhood Open Space Fees. Fundin FY08 FY09 FY10 FY11 FY12 10 GO Bonds $ - $ - $ 223,000 $ - $ - Neighborhood $ - $ - $ 57,000 $ - $ - Open Space Fees Project Name Fundin Hickory Hill Park Bridge $ 50,000 Description $ 50,000 Replace oldest pedestrian bridge in Hickory Hill Park, approximately a 50 foot span. Fundinp FY08 FY09 FY10 FY11 FY12 11 GO Bonds $ - $ - $ - $ 50,000 $ - C-8 City of Iowa City Capital Improvement Program Project Category: PARKS, RECREATION AND TRAILS Project Name Fundinp Napolean Softball Field Renovation $ 180,000 Description $ 180,000 Regrade and relocate fields 3 and 4 to provide better drainage and more spectator space between all of the fields. Fundinp FY08 FY09 FY10 FY11 FY12 09 GO Bonds $ - $ 180,000 $ - $ - $ - Project Name Fundin North Market Square Park Redevelopment $ 280,000 $ 280,000 Description Work with the Northside Neighborhood Association and Horace Mann School to redevelop this 1.5 acre park at the intersection of Fairchild and Johnson Streets. Fundinp FY08 FY09 FY10 FY11 FY12 10 GO Bonds $ - $ - $ 280,000 $ - $ - Project Name Fundinp Outdoor Ice Rink $ 400,000 Description $ 400,000 Construct an outdoor ice rink suitable for figure skating or hockey. During warm weather this area would be available for other recreational uses. Fundinp FY08 FY09 FY10 FY11 FY12 12 GO Bonds $ - $ - $ - $ - $ 400,000 Project Name Fundin Pedestrian Bridge -Rocky Shore Drive to Peninsula $ 1,300,000 $ 1,300,000 Description Construct a pedestrian bridge from Rocky Shore Drive across the Iowa River, connectin g the Iowa River Trail and peninsula parkland trails. This will also provide greater access to the dog park and disc golf course. Fundin FY08 FY09 FY10 FY11 FY12 11 GO Bonds $ - $ - $ - $ 1,300,000 $ - C-9 City of Iowa City Capital Improvement Program Project Category: PARKS, RECREATION AND TRAILS Project Name Fundinp Peninsula Park $ 300,000 $ 300,000 Description Development of the lower elevation into a "natural park", with prairie grasses, wildflowers, native woodlands and trails. Improvements will also provide protection to the City's water supply wellheads. Fundin FY08 FY09 FY10 FY11 FY12 12 GO Bonds $ - $ - $ - $ - $ 300,000 Project Name Fundinp Rec Center Roof Replacement $ 330,000 Description $ 330,000 Removal and replacement of the Robert E. Lee Recreation Center's existing roof. A portion of the insurance settlement from the April 13, 2006 tornado will be utilized for this project due to damages incurred at this location. Fundinp FY08 FY09 FY10 FY11 FY12 09 GO Bonds $ - $ 263,779 $ - $ - $ - Reimb of Expense $ - $ 66,221 $ - $ - $ - Project Name Fundin Rec Center Improvements $ 225,000 Description $ 225,000 This project involves reconfiguration of the Robert E. Lee Recreation Center's east entrance, including ramp accessibility, steps, railing and lighting; replacement of the social hall's collapsible wall and enclosure of the pool balcony for access by the general public. Fundin FY08 FY09 FY10 FY11 FY12 11 GO Bonds $ - $ - $ - $ 225,000 $ - Project Name Fundinp Waterworks Park Hospice Memorial $ 115,000 Description $ 115,000 Develop apark-like Hospice Memorial area in Waterworks Prairie Park for passive enjoyment and contemplation. Private donations are anticipated in the amount of $25,000, which would reduce the use of general obligation bonds shown below. Fundin FY08 FY09 FY10 FY11 FY12 12 GO Bonds $ - $ - $ - $ - $ 115,000 City of Iowa City Capital Improvement Program Project Category: PARKS, RECREATION AND TRAILS Project Name Fundin Wetherby Splash Pad $ 200,000 $ 200,000 Description Construct a splash pad in Wetherby Park per the request and fundraising efforts of Wetherby and Grant Wood Neighborhood Associations. Fundinp FY08 FY09 FY10 FY11 FY12 09 GO Bonds $ - $ 100,000 $ - $ - $ - Contributions & $ - $ 100,000 $ - $ - $ - Donations C-11 City of Iowa City Capital Improvement Program Project Category: PUBLIC SAFETY Project Name Fire Station #4 Fundinp $ 1,710,350 "I , / "I U,S~U A parcel has been purchased at the intersection of North Dodge Street, Scott Boulevard and North Dubuque Road in the northeast quadrant of Iowa City. This will serve as the location for Fire Station #4 . Shown here is a preliminary concept plan, with continued design budgeted through FY2008. Construction is scheduled to begin in FY2010. Fundinp FY08 FY09 FY10 FY11 FY12 05 GO Bonds $ 165,350 $ - $ - $ - $ - 10 GO Bonds $ - $ - $ 700,000 $ - $ - Interfund Loan $ - $ - $ 845,000 $ - $ - Project Name Fundinp Fire Apparatus: The following Fire Department vehicles are scheduled for replacement $ 3,488,561 with the exception of one new engine for Station #4 in FY2010. $ 3,488,561 FY08: Pumper FY10 : Engine FY11: Heavy Rescue Truck FY09: Engine FY10 : Station 4 Engine (new) FY12: Engine Fundinp FY08 FY09 FY10 FY11 FY12 06 GO Bonds $ 10,903 $ - $ - $ - $ - 07 GO Bonds $ 448,056 $ - $ - $ - 08 GO Bonds $ 448,102 $ - $ - $ - $ - 09 GO Bonds $ - $ 509,000 $ - $ - $ - 10 GO Bonds $ - $ - $ 1,048,000 $ - $ - 11 GO Bonds $ - $ - $ - $ 452,500 $ - 12 GO Bonds $ - $ - $ - $ - $ 572,000 C-12 City of Iowa City Capital Improvement Program Project Category: PUBLIC SAFETY Project Name Police Records & Computer-Aided Dispatch Description Replace current disparate software systems with a unified software package. Fundinp FY08 FY09 FY10 FY11 FY12 08 GO Bonds $ 500,000 $ - $ - $ - $ - 09 GO Bonds $ - $ 500,000 $ - $ - $ - Project Name Radio System Upgrade Description Gradual replacement of the radio communications system, which was originally purchased in 1991. Fundinp FY08 FY09 FY10 FY11 FY12 05 GO Bonds $ 54,181 $ - $ - $ - $ - 06 GO Bonds $ 100,000 $ - $ - $ - $ - 07 GO Bonds $ 100,000 $ - $ - $ - $ - 08 GO Bonds $ 600,000 $ - $ - $ - $ - 09 GO Bonds $ - $ 100,000 $ - $ - $ - 10 GO Bonds $ - $ - $ 300,000 $ - $ - Fundinp ~ nnn nnn ,~~~,~~~ Fundinp $ 1,254,181 $ 1,254,181 C-13 City of Iowa City Capital Improvement Program Project Category: PUBLIC UTILITIES Project Name Fundinp Highlander Lift Station -Force Main Replacement $ 431,000 $ 431,000 Description Replace lift station's sanitary sewer force main. Recent repair work on this force main has revealed significant corrosion problems. Fundinp FY08 FY09 FY10 FY11 FY12 Wastewater User Fees $ - $ 431,000 $ - $ - $ - Project Name Fundinp Rapid Creek Watershed -Sewer Service Study $ 85,000 $ 85,000 Description This project will consist of an engineering study to determine the feasibility and options for municipal sewer service in portions of the Rapid Creek watershed, north of the current corporate limits. Fundinp FY08 FY09 FY10 FY11 FY12 Wastewater User Fees $ - $ 85,000 $ - $ - $ - Project Name Fundinp Sandusky Storm Sewer $ 635,000 $ 635,000 Description Construct a larger storm sewer system to reduce the depth of ponding in the stormwater management basin south of Sandusky Drive and east of Pepper Drive. Fundinp FY08 FY09 FY10 FY11 FY12 stormwater User Fees $ - $ 635,000 $ - $ - $ - Project Name Fundin N. Gilbert Street Box Culvert $ 360,000 $ 360,000 Description Replace box culvert on North Gilbert Street, south of Kimball Road. Fundinp FY08 FY09 FY10 FY11 FY12 stormwater User Fees $ - $ - $ - $ 360,000 $ - C-14 City of Iowa City Capital Improvement Program Project Category: PUBLIC UTILITIES t Name Fundinp Plant -Beam Repair $ 1,650,000 $ 1.650.000 tp ion This project will retrofit and repair the under-reinforced double "T" precast concrete beams that are a part of the Water Plant's roof structure. FY08 FY09 FY10 FY11 FY12 User Fees $ - $ 1,650,000 $ - $ - $ - Project Name Fundinp Utility Billing Software $ 560,000 $ 560,000 Selection and implementation of new utility billing software FY08 FY09 FY10 FY11 FY12 User Fees $ 224,000 $ - $ - $ - $ - water User Fees $ 56,000 $ - $ - $ - $ - water User Fees $ - $ 224,000 $ - $ - $ - User Fees $ - $ 56,000 $ - $ - $ - C-15 City of Iowa City Capital Improvement Program Project Category: STREETS, BRIDGES and TRAFFIC ENGINEERING Burlington Street -Traffic Control Improvements FY2010: Fundinp Burlington /Madison Intersection and Median: This project includes the initial phase of $ 1,140,000 the Burlington Street Median project, with construction from the Iowa River to the Madison Street intersection. Reconstruction of the Burlington /Madison intersection includes signal improvements and the addition of left turn lanes. Water and sewer utilities will be replaced at this time. This project is intended to address pedestrian and traffic flows associated with the University of Iowa Rec Center. The Center is slated for completion during the spring of 2010. Burlington & Clinton Street Intersection Improvements: Construction of left turn lanes $ 1,140,000 is recommended at the Clinton and Burlington Street intersection in order to reduce the crash rate. Inclusive of utility improvements, this project is proposed for completion during construction of the Hieronymous Square project. FY2011: Burlington Street Median: Construction of the Burlington Street Median from Madison to $ 1,860,000 Gilbert Street includes relocation of water and sewer utilities. $ 4,140,000 ? i I.~.r f~.,.., C GRE£TISPACE F k H ~ 3 - _ ~ -.. I ~~ C ~ r _,r. I r _ .~ M ... 3.. lo~ E F F! i 1 < F fY .. ___ 1 J! _- r ! ~ - CE iER (V) - - _-_ D R1.1P 6T~~ fA NT FI \ _. C .. _ -_. __ ~ ~ Q ~ W. Burlington Street: ~.~ ANA ra c Iowa River to Clinton St Ra9~°o~ AS srnnpe . ~ , A N REG CEN?ER~W APpRiME ~N5 N W ~ ~. y cgr.lt C~NOPE ~RntiT .. ?nreK .n Eacn wu i „r; ~ ---- ~ C~G60 000 4 w i 1 -------- ^ k~u gin.. ,~ - z ~ w m R .r~,_~~ ,~o~,~ F 1. _a . i x ~. a, a. i. w. i L ~ l~ ~i ~ ~ ~ ~ Ti .F~ Fundinp FY08 FY09 FY10 FY11 FY12 State Grants $ - $ - $ 400,000 $ - $ - 10 GO Bonds $ - $ - $ 1,680,000 $ - $ - Water User Fees $ - $ - $ 200,000 $ - $ - 11 GO Bonds $ - $ - $ - $ 1,410,000 $ - Wastewater User Fee $ - $ - $ - $ 300,000 $ - Road Use Tax $ - $ - $ - $ 150,000 $ - $ - $ - $ 2,280,000 $ 1,860,000 $ - C-16 City of Iowa City Capital Improvement Program Project Category: STREETS, BRIDGES and TRAFFIC ENGINEERING Project Name Fundinp 420th Street Improvements -Highway 6 to Taft Avenue $ 2,500,000 $ 2,500,000 Description This project includes construction of a sewer main and reconstruction of 420th Street to urban standards east from Highway 6 to Taft Avenue. These improvements will facilitate expansion of the industrial park. RISE grant funding of 50/50 may be available for road construction. Fundinp FY09 FY10 FY11 FY12 State Grants $ - $ 1,000,000 $ - $ - 10 GO Bonds $ 600,000 $ - $ - Wastewater User Fees $ 500,000 $ - $ - $ - 09 GO Bonds $ 400,000 $ - $ - $ - Project Name Fundin American Legion Road -Scott Boulevard to Taft Avenue $ 2,100,000 $ 2,100,000 Description This project will reconstruct American Legion Road to urban standards including an eight foot (8') sidewalk. Fundinp FY08 FY09 FY10 FY11 FY12 12 GO Bonds $ - $ - $ - $ - $ 2,100,000 Project Name Fundinp First Avenue / Iowa Interstate Railroad Crossing Improvements $ 6,480,000 $ 6,480,000 Description This project includes construction of a railroad overpass on First Avenue with federal funding of $4.96 million in Congressional Designated Funds (CDF). Fundinp FY08 FY09 FY10 FY11 FY12 Federal Grants $ - $ - $ 4,960,000 $ - $ - 10 GO Bonds $ - $ - $ 1,240,000 $ - $ - 08 GO Bonds $ 230,000 $ - $ - $ - $ - Road Use Tax $ 50,000 $ - $ - $ - $ - Project Name Fundin Gilbert St. Streetscape $ 310,000 $ 310,000 Description Streetscape improvements including brick, trees, lighting and bike racks on segments of Gilbert between Prentiss and Burlington Streets. Fundin FY08 FY09 FY10 FY11 FY12 09 GO Bonds $ - $ 310,000 $ - $ - $ - C-17 City of Iowa City Capital Improvement Program Project Category: STREETS, BRIDGES and TRAFFIC ENGINEERING Project Name Fundinp Lower Muscatine Avenue $ 3,575,000 Kirkwood to First Avenue $ 3,575,000 Description This project reconstructs Lower Muscatine from Kirkwood to First Avenue. The four-lane portion will be reduced to three lanes, with a center turn lane added from Oral B to Sycamore Street. Also included in the project are storm sewer, sanitary sewer and water main reconstruction; undergrounding of aerial utilities and installation of sidewalks on both sides of the street. This project utilizes federal STP funds. Fundin FY08 FY09 FY10 FY11 FY12 Federal Grants $ - $ 1,720,000 $ - $ - $ - 09 GO Bonds $ - $ 1,255,000 $ - $ - $ - Contributions $ - $ 600,000 $ - $ - $ - Project Name Fundin Mormon Trek -Left Turn Lanes $ 3,750,000 $ 3,750,000 Description Construct left turn lanes at major intersections or a continuous center lane through the corridor between Melrose Avenue and Abbey Lane. Federal STP funds are proposed for this project. Fundin FY08 FY09 FY10 FY11 FY12 Federal Grants $ - $ - $ - $ 1,500,000 $ - 10 GO Bonds $ - $ - $ 1,125,000 $ - $ - 11 GO Bonds $ - $ - $ - $ 1,125,000 Park Road & Park Road Bridge Fundin FY2011: Park Road Bridge & Intersection Improvements: Replace Park Road bridge deck, $ 1,600,000 reconfigure lane markings at the Park Road /Dubuque Street intersection and add a right turn lane on south-bound Dubuque. FY2012: Park Road -Third Lane Improvement: This project accommodates traffic flow on $ 1,200,000 Riverside Drive and Park Road to Hancher by adding a center turn lane between Lower City Park entrance and Riverside Drive. The walkway lying on the north side of Park Road between Upper City park's main entrance and Templin Road will also be replaced at this time with an 8' sidewalk. Timing of this project will be in conjunction with the Park Road Bridge Improvement project. $ 2,800,000 Fundinp FY08 FY09 FY10 FY11 FY12 11 GO Bonds $ - $ - $ - $ 1,600,000 $ - 12 GO Bonds $ - $ - $ - $ - $ 1,200,000 C-18 City of Iowa City Capital Improvement Program Project Category: STREETS, BRIDGES and TRAFFIC ENGINEERING Public Works Facility Fundinp FY2009 Salt Storage Building: Design and construct a salt storage building at the South Gilbert $ 420,000 Street Public Works site. This project will replace the existing facility, which is functionally deficient and in poor structural condition. Public Works Facility Site Work: This project consists of site work design, grading, $ 560,000 undergrounding utilities, partial paving and landscaping /screening of the South Gilbert St. Public Works Facility site. FY2010 Vehicle Wash System: Construct an automated vehicle wash system for large vehicles $ 440,000 and provide wash racks for the manual cleaning of large vehicles at the South Gilbert Street Public Works Facility. FY2011 Fuel Facility: Construct new fuel tanks and fueling island at the South Gilbert St. Public $ 480,000 Works Facility, replacing existing fuel facilities at Riverside Drive. $ 1,900,000 Fundin FY08 FY09 FY10 FY11 FY12 09 GO Bonds $ - $ 980,000 $ - $ - $ - 10 GO Bonds $ - $ - $ 440,000 $ - $ - 11 GO Bonds $ - $ - $ - $ 480,000 $ - FYTotal: $ - $ 980,000 $ 440,000 $ 480,000 $ - C-19 City of Iowa City Capital Improvement Program Project Category: STREETS, BRIDGES and TRAFFIC ENGINEERING ~~ ,~~: .•~ - -= `~ _ ~_: ~' ~ ,.. ~,1. ~ ~ v ~ ,~'° '~ti.. ro5 ~ ht '+ S, - ~~ `~°~ South Gilbert Disc °~" S St. '} ~ Pubfic Works ~ ~ ~..•` 3800 Napolean Lane ~. ~u Napolean Park °•'~ --~-`" `} Pump Station .-y..~ ~ •,, ., .- ~ -. ,_~,. l ~y I _ ~ v ,,- Streets & Water w .,~ ~ °•~ t Distribution ~~ ~ ° ~ '~ Facilities (Unfunded) ~~ ~ ; `, ', y~ Salt Storage ~ ~` ~ ~~ Building } r ° •; r (FY09) ~ ~ ;t t;t;t;t _ ~~ ~'~, ~~ i>~~ `ti Equipment ~- "~ Maintenance Facility d ~ '~ cti (Unfunded) ~~ ~ ~i A r 1 °~ R y'"' 1 -r ~~° .,•' 1 ~ .t _..-: ° l Fuel Facility & °`~ °s "~ ~ Vehicle Wash s. ~~~~``-I^1 System s of - _ _ ~- ~ ~ L_ _ ~~~ Y ^., r ~~ --- ~• _ - --- _ ~Y_ ~~ 4AUrn Arlnnal Lr91 -~,~~ _ - Public Works Facility Site Plan c - 20 City of Iowa City Capital Improvement Program Project Category: STREETS, BRIDGES and TRAFFIC ENGINEERING Project Name Fundinp Scott Blvd Pavement Overlay - Rochester to Court Street $ 400,000 $ 400,000 Description This project includes an asphalt overlay on Scott Boulevard from Rochester Avenue to Court Street. Fundinp FY08 FY09 FY10 FY11 FY12 11 GO Bonds $ - $ - $ - $ 400,000 $ - Project Name Fundinp Sycamore Street -Burns Street to the City Limits $ 3,125,000 $ 3,125,000 Description This project reconstructs Sycamore Street to urban standards and includes sidewalk improvements. Fundin FY08 FY09 FY10 FY11 FY12 Development Fees $ - $ 100,000 $ - $ - $ - 09 GO Bonds $ - $ 1,930,000 $ - $ - $ - 10 GO Bonds $ - $ - $ 1,095,000 $ - $ - Project Name Fundin Burlington St. Pedestrian Bridge Rehabilitation $ 350,000 $ 350,000 Description This project will rehabilitate the existing pedestrian bridge at Highway 6 and Burlington Street. This will be a joint project with the Iowa Department of Transportation and University of Iowa. Fundinp FY08 FY09 FY10 FY11 FY12 State Grants $ - $ - $ 150,000 $ - $ - Road Use Tax $ - $ 40,000 $ 85,000 $ - $ - University of Iowa $ - $ - $ 75,000 $ - $ - Project Name Fundinp Rochester Avenue Bridge $ 519,000 $ 519,000 Description This project will replace the bridge over Ralston Creek and construct sidewalks on both sides. Financing includes 80/20 in federal bridge funds. Fundinp FY08 FY09 FY10 FY11 FY12 Federal Grants $ - $ - $ 415,200 $ - $ - 10 GO Bonds $ - $ - $ 103,800 $ - $ - C-21 City of Iowa City Capital Improvement Program Project Category: MISC. OTHER PROJECTS Name ry Resurfacing Fundinp $ 100,000 Resurface specified roads within Oakland Cemetery as part of the city-wide biennial asphalt resurfacing program. Fundinp FY08 FY09 FY10 FY11 FY12 10 GO Bonds $ - $ - $ 50,000 $ - $ - 12 GO Bonds $ - $ - $ - $ - $ 50,000 Project Name Fundin City Hall Lobby & Revenue Division Remodel $ 210,000 $ 210,000 Remodel City Hall lobby and Revenue division area for improved cashiering & customer service function. ndinp FY08 FY09 FY10 FY11 FY12 GO Bonds $ - $ 210,000 $ - $ - $ - ect Name Fundin graphic Information System Software $ 927,000 Procure and install a geographical information system to provide a comprehensive, interactive database for City facilities, infrastructure records, permitting, crime and accident Fundinp FY08 FY09 FY10 FY11 FY12 11 GO Bonds $ - $ - $ - $ 927,000 $ - C - 22 City of Iowa City Capital Improvement Program Recurring Projects FY2008 - 2012 The following allocations have been made for annual improvement and maintenance of municipal infrastructure, including public streets, bridges, traffic control and park facilities. Project Type Primary Funding Source FY08 FY09 FY10 FY11 FY12 Bike Trails Road Use Tax 50,000 50,000 50,000 50,000 50,000 Brick Street Repair Road Use Tax 40,000 20,000 20,000 20,000 20,000 Bridge Maintenance Road Use Tax 60,000 60,000 60,000 60,000 60,000 City Hall -Other Projects GO Debt 108,144 50,000 50,000 50,000 50,000 Curb Ramps Road Use Tax 41,916 50,000 - 50,000 - Economic Development General Fund - - 250,000 - 250,000 Open Space Land Acquisition General Fund 50,000 50,000 39,400 - - Overwidth Paving /Sidewalks Road Use Tax 30,000 30,000 30,000 30,000 30,000 Parks Maintenance/Improv. GO Debt 382,142 200,000 200,000 200,000 200,000 Pavement Rehab Road Use Tax 450,000 400,000 400,000 400,000 400,000 Public Art GO Debt 132,784 50,000 50,000 50,000 50,000 Railroad Crossings Road Use Tax 25,000 25,000 25,000 25,000 25,000 Sewer Main Replacement Sewer User Fees 300,000 300,000 300,000 300,000 300,000 Sidewalk Infill GO Debt 100,000 100,000 100,000 100,000 100,000 Street Pavement Marking Road Use Tax 207,000 185,000 185,000 185,000 185,000 Traffic Calming Road Use Tax 30,000 30,000 30,000 30,000 30,000 Traffic Signal GO Debt 120,000 120,000 120,000 120,000 120,000 Water Main Replacement Water User Fees 104,313 700,000 600,000 600,000 600,000 Total -Recurring Projects: 2,231,299 2,420,000 2,509,400 2,270,000 2,470,000 C - 23 City of Iowa City Capital Projects by Category - Scheduled for Completion in FY2008 - FY2008 Amended Project Category Budget Airport: Hangar A -Rehab 52,447 Hangar B & C -Hard Surface Floors 16,641 North Taxilane Access to North THangar -Rehab 175,050 Runway 7 (design, grading, obstruction removal & paving) 2,860,456 Self-service Jet A Fueling System -Rehab 83,000 South T Hangar Taxi Lane -Rehab 149,991 UI Hangar Expansion 400,000 West Terminal Apron -Rehab 436,507 4,174,092 Parking & Transit: Transit Bus Acquisition 2,068,221 Transit Bus Cameras 90,000 Transit Wheelchair Lift Rehab 96,150 2,254,371 Parks. Recreation & Trails: Brookland Park Redevelopment 13,589 Court Hill Trail 765,058 Lower City Park Improvements 55,467 (restroom, open air shelter, lighted sidewalk) Mercer Diamond Lighting -Diamond #3 300,000 Mercer Park Aquatic Center -Roof Replacement 425,000 Napolean Park Restroom Improvement 300,000 Park Shelters 70,000 Recreation Center Window Replacement 215,000 Riverbank Stabilization -City Park 400,000 Trail Connectivity 690,000 Waterworks Park Prairie Development 100,000 3,334,114 Public Safetv: Fire Station #2 2,595,567 Metropolitan Area Wireless Broadband 944,280 Police Technology 2006 JAG Block Grant 6,680 3,546,527 Public Utilities: Landfill Cell - FY06 169,470 Dewey Street Water Main 165,623 Golf View Water Main 150,000 Laurel, Carrol and Highland Water Mains 135,638 Newton Road, Valley Avenue and Lincoln Water Mains 459,764 Old Highway 218 Water Main Extension -Mormon Trek 726,000 1,806,495 (continued on next page) C - 24 City of Iowa City Capital Projects by Category - Scheduled for Completion in FY2008 - FY2008 Amended Project Category Budget Streets. Bridaes & Traffic Enaineerin Arterial Signals Interconnect 101,271 Camp Cardinal Road 10,000 College St. Streetscape 100,000 Dodge Street Reconstruction I-80 to Governor Street. 2,260,000 Dubuque & Church Radius Improvement 270,000 Gilbert / Bowery / Prentiss -Left Turn Lanes 1,053,588 Highway 1 at South Naples -Left Turn & Signalization 108,000 Highway 6 - Lakeside to 420th 2,524,772 Lower West Branch Road Reconstruction 3,204,992 McCollister Boulevard -Hwy 921 to S. Gilbert Street 7,948,622 Mormon Trek Box Culvert -Willow Creek /Old Hwy 218 Intersection 984,293 South Grand Roundabout 408,292 Washington /Van Buren Streetscape 10,000 18,983,830 Misc. Other Projects: City Hall -Emergency Generator 400,000 City Hall Remodel -City Attorney 225,450 City Hall Remodel -Lower Level 155,000 Payroll & Human Resources Software 500,000 Senior Center - ADA Restroom Renovation 370,000 Senior Center -Boiler & Chiller Replacement 718,750 Senior Center -Roof & Tuckpointing 150,600 2,519,800 Grand Total -Projects Scheduled for Completion in FY2008: 36,619,229 C - 25 Capital Improvement Projects Unfunded Projects 1 -Bridges 2 -Streets Project Name Description Unfunded Amt 1 BURLINGTON ST BRIDGE- The south bridge is having a problem with $824,000 SOUTH delaminating concrete on the bottom side of the arches. 2 F STREET BRIDGE This project involves the removal and $258,000 replacement of the existing corrugated metal arch bridge with a larger bridge. 3 FOURTH AVENUE BRIDGE This project will replace the bridge over the $264,000 South Branch of Ralston Creek at Fourth Avenue and will include sidewalks. Possibility of approximately $75,000 state funding. 4 PRENTISS ST. BRIDGE This project involves the removal and $386,000 replacement of the existing triple corrugated metal pipe culvert with a bridge. 5 SECOND AVENUE BRIDGE This project will replace the bridge over $258,000 Ralston Creek at Second Avenue and will include sidewalks. 6 SIXTH AVENUE BRIDGE This project involves the removal and $258,000 replacement of the existing twin box culvert with a larger bridge. 7 THIRD AVENUE BRIDGE This project will replace the bridge over the $258,000 South Branch of Ralston Creek at Third Avenue. 8 AMERICAN LEGION/SCOTT Install traffic signal and construct turn lanes $567,000 BLVD INTERSECT at American Legion and Scott Boulevard intersection. 9 BENTON STREET - This is a capacity related improvement $3,605,000 ORCHARD TO OAKNOLL identified by the Arterial Street Plan. 10 BRICK STREET Reconstruct 1 block of brick street as a pilot $400,000 REPLACEMENT project. 11 DODGE ST -GOVERNOR Street Reconstruction. $5,480,000 TO BOWERY 12 DUBUQUE RD PAVING - Reconstruct and upgrade to urban cross $618,000 BRISTOL TO DODGE sections. 13 DUBUQUE ST ELEVATION This project will elevate the north bound $2,575,000 lane of Dubuque Street between Taft Speedway and Foster Road. This project will eliminate the frequent flooding of the north bound lanes caused by locally heavy rains. 14 FOSTER RD- DUBUQUE TO This project will pave this portion of Foster $927,000 PRAIRIE DU CHIEN Road. 15 GILBERT ST IAIS This project relocates the sidewalks of the $290,000 UNDERPASS Gilbert St. underpass at the IAIS Railroad. The sidewalks are moved further from the street and existing erosion problems are addressed. C-26 Capital Improvement Projects Unfunded Projects 16 OLD HWY 218 Streetscape improvements on Old Hwy STREETSCAPE 218 entrance -Sturgis Ferry Park to US Hwy 6. This project includes landscaping, lighting and sidewalk improvements. The project should be coordinated with Sturgis Ferry Park upgrade and /or Riverside Drive Redevelopment project 17 HIGHWAY 965 EXTENSION 18 INTERSTATE 80 AESTHETIC IMPROVEMENTS 19 KEOKUK ST RECONSTRUCTION 20 LAURA DRIVE RECONSTRUCTION 21 MCCOLLISTER -GILBERT ST TO SCOTT BLVD 22 MELROSE-WEST-218/CITY LIMITS 23 MYRTLE/ RIVERSIDE INTERSECTION 24 N DUBUQUE ST MEDIAN IMPROV. 25 OAKDALE BLVD 26 RIVERSIDE DRIVE STREETSCAPE 27 S GILBERT ST IMPROVEMENTS 28 SIDEWALK-BENTON STREET This project will be initial phase of constructing Hwy 965 extended from the south side of Hwy 218 to Melrose Avenue to arterial standards. This project will construct landscaping and bridge aesthetic treatments in the I-80 corridor. The intention is $200,000 per year for 3 years. This project would reconstruct Keokuk St. and remove the sharp turn south of Highland Avenue. This project would reconstruct Laura Drive between Foster Rd. and Forest View Trailer Court. Extend proposed McCollister Boulevard from Gilbert Street to Scott Boulevard. Reconstruct and improve street to urban design standards. Signalization of intersection based on warrants. The project will also include paving improvements. This project will improve the pavement cross section, provides trees and shrubbery in the median and improved low level lighting. This project would construct an extension north across I-80 to a new intersection with Iowa Hwy 1. Streetscape improvements on Riverside Drive between Myrtle Avenue and US Hwy 6. Project includes consolidation of driveways, undergrounding of utilities, installing sidewalks and landscaping. Reconstruction from Benton Street to Stevens Drive. This project does not include improvements to the Gilbert St. / Highway 6 intersection. Install and widen sidewalks on Benton Street between Riverside Drive and Sunset Street. Existing sidewalks would be widened from 4 feet to 8 feet wide. C-27 $721,000 $5,150,000 $600,000 $1,586,000 $515,000 $6,695,000 $3,090,000 $800,000 $505,000 $5,150,000 $2,060,000 $3,090,000 $824,000 Capital Improvement Projects Unfunded Projects 3 -Parking & Transit 29 SOUTH ARTERIAL AND Construction of a south arterial street and $14,200,000 BRIDGE, US218 TO bridge over the Iowa River, connecting from GILBERT STREET Old Hwy 218/US 218 interchange on the west side of the Iowa River to Gilbert Street/Sycamore 'L' intersection . 30 SYCAMORE-CITY LIMITS Reconstruct Sycamore to arterial standards $2,019,000 TO L from City limits to the Sycamore L. Storm sewer, sidewalk improvements and bike lanes are included. 31 SYCAMORE-HWY 6 TO DEFOREST 32 TAFT AVENUE 33 TAFT SPEEDWAY This project involves additional lanes to improve capacity. Lower West Branch to American Legion Road. This project will elevate Taft Speedway. $1,391,000 $3,605,000 $2,142,000 34 U SMASH 'EM DEMOLITION 35 CITY PARK TRAIL IMPROVEMENTS 36 HWY 1 SIDEWALK /TRAIL 37 HWY 6 TRAIL - BROADWAY/SYCAMORE Demolition of the U-Smash'm bulding; securing adjacent foundations; and restoration of the area to grass. This does not include demolition of the bus depot of the Wilson's building. (A water pipe will need to be relocated before demolition can occur.) This project calls for the replacement of the old section of trail in the southeast portion of the park and relocating it closer to the river. Another part of the project is to expand the trail system by constructing a new section of trail near the bottom of the wooded hill south of the Boys' Baseball fields. Construct a 10 foot wide sidewalk along IA Hwy 1 between Riverside Drive (Old 218) and Mormon Trek Boulevard. Extend existing trail along Hwy 6 between Braodway to Sycamore Street. 38 HWY 6 TRAIL -SYCAMORE Extend existing trail along Hwy 6 between TO LAKESIDE Sycamore Street and Lakeside Drive. 39 IA RIVER TRAIL - BENTON Relocate a portion of Iowa River Corridor ST/HWY 6 Trail between Benton Street and Clinton Street , approimately 1,500 feet. Project would relocate this portion of the trail from a high truck traffic location in front of City Carton , to along the river in back of City Carton C-28 $196,000 $283,000 $1,545,000 $2,300,000 $1,648,000 $113,000 Capital Improvement Projects Unfunded Projects 40 IA RIVER TRAIL- Continue the River Trail project from $2,060,000 BENTON/STURGIS Benton St., along the west bank, through Sturgis Ferry Park, and construct a pedestrian/bicycle bridge over the Iowa River to connect with the existing trail on the east bank, near Napoleon Park. 41 IRC-ELKS PROPERTY Construction of a trail along the Iowa River $824,000 Corridor (IRC) on the south side of the Elks property. 42 LINN ST PED Installation of pedestrian and streetscape $348,000 IMPROVEMENTS improvements in walkway next to Van Allen Hall between Iowa Avenue and Jefferson Street. 43 LONGFELLOW/TWAIN PED Extension of Longfellow/Twain pedestrian $124,000 TRAIL trail to Pine Street. 44 N DISTRICT NATURE TRAIL Construct a trail along Williams pipeline $309,000 easement from Bristol Drive to Dubuque Street. 45 PEDESTRIAN BRIDGE Construct a pedestrian bridge over $2,500,000 OVER I-80 AT DUBUQUE Interstate 80 at Dubuque Street. STREET 46 PEDESTRIAN BRIDGE Construct a pedestrian bridge over $2,500,000 OVER I-80 AT HIGHWAY 1 Interstate 80 at Highway 1(No Dodge St.) (NORTH DODGE) 47 PEDESTRIAN OVERPASS - Construction of an ADA accessible $1,030,000 BENTON ST pedestrian overpass over Benton Street at Roosevelt School. 48 RIVERSIDE DRIVE PED Construction of a pedestrian tunnel through $824,000 TUNNEL the railroad embankment to provide a pedestrian route on the west side of Riverside Drive south of Myrtle Avenue. 49 SAND LAKE TRAIL (Behind Develop awalking/biking trail around Sand $412,000 Hills Bank) Lake (behind Hills Bank) to tie in with existing Iowa River Trail and the Highway 6 Trail. 50 SCOTT PARK TRAIL Trail within Scott Park connecting Scott $300,000 Blvd, Court St, and Windsor Ridge. 51 SHIMEK SCHOOL / FOSTR Construct a trail north of Shimek School to $72,000 RD EXT TRAIL future Foster Road. 52 SIDEWALK-HIGHWAY 921 Construct a 10 foot wide sidewalk along S. $618,000 Riverside Drive (Old 218) between US Hwy 6 and the future extension of Mormon Trek Boulevard. 53 WILLOW CREEK TRAIL - Construct a trail from Willow Creek Drive, $773,000 PHASE III under Highway One, around perimeter of airport, to connect with Iowa River Corridor (IRC) Trail. 54 WILLOW CREEK TRAIL- Connect Willow Creek Trail from its current $2,500,000 WEST west terminus via a tunnel under Highway 218, to connect with the trail in Hunters Run Park and further west. $2,000,000 in Federal and/or State grant funding may be available for this project. C-29 Capital Improvement Projects Unfunded Projects 55 NORTH BRANCH DAM TRUNK SEWER 56 NORTHEAST TRUNK SEWER 57 ROHRET ROAD LIFT STATION This project extends easterly along Ralston Creek from the North Branch Dam to Scott Boulevard. Reconstruction of an under-sized sewer through the northeast neighborhoods. Construction of a lift station south of Rohret Road and adjacent to the east property line of Hwy 965 extended. This project will be necessary to accommodate growth in the southwest district and to accommodate future expansion of the landfill. $3,430,000 $4,639,000 $1,212,000 58 ROHRET SOUTH SEWER 59 SCOTT BLVD TRUNK SEWER - IAIS/WINDSOR RIDGE 6 -Water This project would extend the 30" sanitary sewer along Abbey Lane from Burry Drive to the west side of Highway 218. This project will allow development within the watershed of Highway 218. This project will extend the Scott Boulevard Trunk Sewer from the north side of the Iowa Interstate Railroad at the Scott Six Industrial Park to the lift station currently serving the Windsor Ridge Subdivision. This project would allow the Windsor Ridge Lift Station to be decommissioned. 60 TAFT/COURT GROUND Construction of a one million gallon buried STORAGE RESERVOIR potable water storage reservoir including pumping facilities. Land Acquisition was in FY02, FY03. $1,030,000 $1,236,000 $1,288,000 61 CARSON LAKE REGIONAL Construction of a regional storm water $1,030,000 STORMWATR management facility on the middle branch of Willow Creek immediately west of Highway 218. This facility will serve development west of Highway 218 and south of Rohret Road. Rohret South Sewer project is a prerequisite to this project. 62 IOWA AVENUE CULVERT This project will repair a box culvert that $309,000 REPAIRS carries Ralston Creek under Iowa Avenue. 63 N BRANCH BASIN Aerial mapping done for the update to the $119,000 EXCAVATION flood plain maps revealed that sedimentation has consumed a portion of the capacity of the facility. This basin is located in Hickory Hill Park. 64 OLYMPIC COURT Stormsewer retrofit to relieve localized $412,000 STORMWATER flooding from stormwater runoff. C-30 Capital Improvement Projects Unfunded Projects 65 SUNSET ST STORM SEWER The area just north and south of Kineton Green, east of Sunset, has experienced back yard flooding and drainage problems. 8 -Parks & Recreation 66 LEISURE POOL DEVELOPMENT 67 MESQUAKIE PARK 68 PARK RESTROOM IMPROVEMENTS 69 PARK SHELTER IMPROVEMENTS 70 REC CENTER EXPANSION 71 SAND PRAIRIE ENHANCEMENT & PRESERVATION 72 SCOTT PARK DEV./BASIN EXCAVATION Retrofit City Park pool into a "leisure pool" facility (water slide, spray fountains, play area, etc.) This project will cover the entire old landfill with soil for safety purposes in order to open up the green space for passive/semi- passive public use. Construction of new restrooms at South Hickory Hill Park and Scott Park. Replace Creekside and Happy Hollow Shelter/Restroom buildings. Expand the Robert A. Lee Community Recreation Center; likely expansion would be to the east over the existing parking lot which would allow for an expanded gymnasium as well as additional space for racquetball, arts and crafts, community meetings and other activities. Take steps to clear, re-seed and perform low impact development on the 38 acre sand prairie and adjacent McCollister property acquired in 2004/05. The primary objective is to re-introduce sand prairie grasses in this area and construct a nature trail and small parking area. This project includes a sidewalk and will develop Scott Park into aneighborhood / regional park. The basin will also be excavated in order to serve its intended function as a stormwater management area. 73 WESTSIDE RECREATION Construct a recreation center in the western CENTER side of the City. 11 -Other Projects 74 CEMETERY MAUSOLEUM Construction of a mausoleum. 75 CHAUNCEY SWAN This project involves the reuse of FOUNTAIN components of the old City plaza foruntain. 76 FIBER OPTIC SYSTEM This project connects outlying City buildings onto the fiber optic backbone, greatly increasing data transmission capacity. $391,000 $5,665,000 $1,545,000 $134,000 $165,000 $5,150,000 $258,000 $383,000 $8,000,000 $361,000 $113,000 $361,000 C-31 Capital Improvement Projects Unfunded Projects 77 FIRE STATION #1 Relocate and expand /modernize Central $10,300,000 RELOCATION Fire Station #1. 78 FIRE STATION #5 Construction of Fire Station #5 in the South $2,575,000 Planning District. 79 FIRE STATION #6 Construction of Fire Station #6 in the $2,575,000 Southwest Planning District. 80 FIRE TRAINING FACILITY This project will construct a state of the art $917,000 fire training facility to address all aspects of emergency service delivery including fire suppression, emergency medical services, hazardous material releases and rescue. The facility will be used for new recruits, continuing education for veteran firefighters, and shared with the Johnson County Mutual Aid Association. 81 NEIGHBORHOOD Add pedestrian-scale lights to near- $100,000 PEDESTRIAN LIGHTING downtown neighborhoods. 82 OLD BUS DEPOT LAND Acquisition of the old bus depot from the $412,000 ACQUISITION Parking Fund. City Council removed from CIP plan and placed on unfunded at their 1/30/07 budget session. 83 EQUIPMENT Construction of new Equipment $8,400,000 MAINTENANCE FACILITY Maintenance Facility at the So. Gilbert St. Public Works site, replacing the existing facility at Riverside Dr. 84 STREETS AND WATER Construct new building at the So. Gilbert St. $6,100,000 DISTRIBUTION FACILITY Public Works site to accommodate the Streets, Traffic Engineering, Refuse, and Water Distribution Divisions. 85 RIVERSIDE DRIVE This project includes methane abatement, $2,245,000 REDEVELOPMENT excavation, and fill at the 7 acre site owned by the City at Riverside Dr. and Hwy 6. This site preparation would allow for marketing of this property for commercial development. 86 SUMMIT ST. HISTORIC Streetscape and intersection elements $268,000 PLAN through Summit Street Historic District. $ 163,513,000 C-32