HomeMy WebLinkAbout1984-07-03 Info PacketCity of Iowa city
MEMORANDUM
DATE: June 22, 1984
TO: City Council
FROM: City Manager
RE: Informal Agendas and Meeting Schedule
June 26, 1984 Tuesday
NO INFORMAL COUNCIL MEETING - SUMMER SCHEDULE
June 27, 1984 Wednesday
4:00 P.M. - Meeting with the Johnson County Board of Supervisors -
Public Library, Room A
6:30 P.M. - Dinner at Vanessa's
June 29, 1984 Friday
10:00 A.M. - City Service Complex, 1200 South Riverside Drive
DEDICATION OF NEW TRANSIT MAINTENANCE FACILITY
July 2, 1984 Monday
6:30 - 9:00 P.M. Conference Room
6:30 P.M. - Review zoning matters
6:45 P.M. - Type II Civil Rights Grant
7:00 P.M. - Transfer of Funds to Economic Development Committee
7:05 P.M. - Renovation of Paul -Helen Building - Preliminary Plans
7:20 P.M. - Salaries for Human Service Agency Directors
7:30 P.M. - Revised Industrial Revenue Bond Policy
8:30 P.M. - Council agenda, Council time, Council committee reports
8:40 P.M. - Consider appointment to Human Rights Commission
July 3, 1984 Tuesday
7:30 P.M. - Regular Council Meeting - Council Chambers
July 4, 1984 Wednesday
Independence Day - CITY OFFICES CLOSED
July 10, 1984 Tuesday
NO INFORMAL COUNCIL MEETING - SUMMER SCHEDULE
0
k
City Council
June 22, 1984
Page 2
PENDING LIST
Priority A: Newspaper Vending Machines
Utility Franchise
Blackhawk Minipark Improvements
Shared Housing Program
Priority B: Duty/Procedure Changes - Housing and Inspection Services
Lower Ralston Creek Parcels - Use and Configuration
Congregate Housing Development Alternatives
Iowa Theater Type Problems
Northside Lighting Project Report
Minimum Open Space Requirements
Housing Market Analysis Update
Convention and Visitors Bureau Update Report - July 30, 1984
Priority C: Housing Inspection Funding Policy
Willow Creek Park Sidewalk
North Dodge/Old Dubuque Road Project
Appointments to Mayor's Youth Employment Board, Housing
Commission, Riverfront Commission and United Action for
Youth Board - July 17, 1984
ET
CITY OF
CIVIC CEN(ER 410 E. WASHINGTON ST
Ow/_\ CITY
IOWA CITY. IOWA .522zl0 (319) 356-5000
MEETING NOTICE
IOWA CITY CITY COUNCIL
AND
JOHNSON COUNTY BOARD OF SUPERVISORS
June 27, 1984
4:00 P.M.
Public Library, Room A
Agenda: Environmental and Conservation Issues
Joint Human Services Facility
Areas of City -County Jurisdiction
County Building
Dinner: Vanessa's, 6:30 P.M.
610,
City of Iowa City
= MEMORANDUM
Date: June 22, 1984
To: City Council
From: City Manage////�iC�`L
Re: Wastewater Study
The purpose of this memorandum is to inform you of the progress of the
wastewater study evaluation and the plans for the next steps. The review
committee met on June 19, 1984, to select finalists for the Wastewater
Study. The members of the committee are: Noel Willis, Dick Burger,
Rosemary Vitosh, Don Schmeiser, Chuck Schmadeke, and Neal Berlin. Mayor
McDonald, Dick Gibson and Mike Finnegan are ex -officio members of the
committee.
The rankings by the committee, from highest to lowest, are:
NAME POINTS
The Parsons Corporation 996
Metcalf and Eddy 953
Donohue & Associates 947
CH2M Hill 919
Stanley Consultants 841
Sverdrup & Parcel 766
Harry Hendon 680
Brown & Caldwell 666
Williams & Works 662
Burns & McDonnell 632
Envirodyne Engineers 524
OeWild Grant Reckert 470
A copy of the evaluation criteria is attached.
In the memorandum of May 25, 1984, the statement was made that:
"Please consider the time schedule to be a guide rather than an
absolute. If a couple of the proposal's clearly are superior, we
may wish to consider a 'shortened' or otherwise revised schedule
and process."
2
Therefore, it is the consensus of the Conmittee that further consideration
should be given to the four top firms and the time schedule and selection
process be modified in accordance with the attached amended schedule.
Within the next two weeks, the Committee will send a request for addi-
tional information to the four firms. It is expected that early in July
the Manager will reconmend to the City Council the retention of a fiscal
advisor who will assist the City in evaluating the financial portion of
the proposals. It is anticipated that the firm will analyze the financing
alternatives ranging from total public ownership and operation to total
private ownership and operation, together with a variety of options
between these two major alternatives.
bdw5/1
EM
IOWA CITY WASTEWATER
PLAN - ALTERNATIVE STUDY
TIME
SCHEDULE AND SELECTION PROCESS - REVISION
1.
June 22
Notify firms of final selection.
2.
June 27
Mail request for additional information
to final four firms.
3.
July 18
City receives written responses from
final four firms.
4.
July 18 -
July 23
Staff Committee review written responses.
5.
July 23 -
July 27
Committee interviews four firms and
selects two finalists.
6.
July 27 -
September 4
Two final firms prepare preliminary study.
7.
September
4 - September 7
Staff Committee reviews final proposals.
8.
September
10 - September 14
Staff Committee interviews two final
firms and makes recommendation to City
Council.
9.
September
17 - September 21
City Council meets with two final firms.
10.
September
25
City Council selects preferred firm.
EM
i
Name of Reviewer
Enclosure 2
May 23, 1984
Name of Firm
WASTE WATER PROJECT
EVALUATION CRITERIA
(Items correspond to the numbered questions in Attachment 4 of Alternative
Study, Request for Proposals, April 10, 1984.)
1. Qualifications of project manager (PM) (10 pts. max)
a. licensed and experienced (at least 10 years) 5
b. office location
- IC/CRS -
- Iowa -
- Midwest -
- Other -
2. qualifications of Other Professionals (10 pts. max.)
-broad range of licensed and experienced skills in a variety of disci-
plines.
3. Team Members (no points)
4. Team working together (10 points)
i
- all have worked together previously - 10 points
- some worked together previously - 5 points
- none worked together previously - 0 points
S. Team construction projects in last 3 years (10 points)
- 2 points for each project over $10,000,000
- 1 point for each project over $5,000,000
6. Completed waste water projects (50 points)
- 5 points maximum for each project outside of Iowa City temperature zone.
- 10 points maximum for each project -maximum of 5 rated projects.
7. Design Approach (30 points)
-Comprehensive (10)
-Innovative, but practical, realistic (10)
-extensive involvement by each team member (5)
-involvement of staff, Council, previous consultant, community, etc. (5)
8. List team members who are a minority business enterprise or a female
i
business enterprise - maximum of 5 points.
W
9. MBE/NBE participation (5 points)
City of Iowa City
MEMORANDUM
Date: June 18, 1984
To: City Affairs Committee
From: City Manage
rz�iz _Z�
Re: City Purchasing Policies
Some time ago Freida Hieronymous asked that I provide your committee with
information concerning the City's purchasing policies. Enclosed is a memo-
randum prepared by the City's Purchasing Agent, Cathy Eisenhofer, discussing
the City's policies for purchasing. If you desire additional information or
have questions concerning this matter, please do not hesitate to contact me.
/sp
cc: City Council
1
City of Iowa City
MEMORANDUM
Date: June 12, 1984
To: Rosemary Vitosh, Director of Finances
From: Cathy Eisenhofer, Purchasing Agent C°'
Re: Information request from the Iowa City Chamber of Commerce
This memo is in response to the Iowa City Chamber of Commerce, City
Affairs Committee, request for information on how much of the City's
business is bid and how much is purchased locally.
During the first 10 months of FY1984, the City paid out approximately $13
million for operating supplies, services and capital outlay improvements.
Of the $13 million, approximately $6.5 million was spent with local
vendors. The remaining $6.5 million was paid to out-of-town vendors and
breaks down as follows:
$2 million for the new Transit building contract (local subcon-
tractors were paid from this amount); $470,000 for Public Improve-
ment contracts, including bridge and highway repair; $360,000 for
water pipe, chemicals and meters (bid and not available locally);
$370,000 for equipment purchases of vehicles and operating items (bid
and not available locally) and $280,000 for services including
telephone line charges and equipment repairs'(not available locally).
The remaining $3 million spent with out-of-town vendors covers a wide
range of commodities and services: many not available locally but
many bid on an annual basis. Supplies include road salt ($21,000);
services such as computer maintenance ($24,000); laundry service
($24,000); elevator maintenance ($10,000); microfilming services
($8,000) and specialty equipment such as a wood chipper ($10,500) and
brake drum lathe ($10,000).
State law requires any Public Improvement over $25,000 to be put out for
competitive bid. City Purchasing Policy encourages any procurement of
$5,000 or more to be competitively bid. The City also has a written
policy of "Price and other factors being equal, preference will be given
first to resident bidders of the city."
The function of the Central Procurement and Services Division is to
provide all departments of the City with centralized support services, of
which one service is purchasing. Other services include central office
supply, telephone and radio communications, printing, mail and photo ID.
The Division consists of the Purchasing Agent, Buyer, Senior Clerk Typist,
Duplicating Machine Operator and two (2) half-time Information Desk
Receptionists. Direct purchasing activities are conducted utilizing the
equivalent time of two positions.
The Central Procurement and Services Division maintains a file of bidders'
applicants cataloged by type of product or service provided, consisting
both of local and out-of-town vendors. A combination of telephone
130
PAGE 2
quotations, single sheet quotations and formal bid specifications are
utilized to obtain competitive pricing and best utilization of public
funds. Purchases bid in FY84 by the Central Procurement & Services
Division will exceed $3.25 million and cover a wide variety of operating
supplies, contracted services and capital outlay items. Items covered
range from office supplies to water treatment chemicals, building HVAC
contracts to telephone services, and office furnishings to transit buses.
Public Improvement contracts, such as street resurfacing, are bid by the
Public Works Department, Engineering Division.
The Central Procurement and Services Division maintains a standing list of
approximately 160 local vendors for small purchases and services. Small
Order Requisitions (SOR) are for purchases of .operating supplies and
services which will not exceed $50 per item or a total order of $250. SOR
puchases can be made directly by the using division without contacting
Purchasing directly. The intent of the SOR form is to provide the local
vendor and the City with all the necessary information, on one form, to
receive and process an order for prompt payment.
Attached are copies of recent memos for the
tion in regard to City Council's questions
and Services. Any further information that
require in regard to Central Procurement
than happy to meet with them and discuss in
bdw/sp
Attachment
Chamber of Commerce's informa-
relating to Central Procurement
the City Affairs Committee may
and Services, I would be more
further detail.
1341
City of Iowa Cl"
MEMORANDUM
Dale: October 6, 1983
ln: Rosemary Vilosh, Director of Finance
Irnw: Cathy Eisenhofer, Purchasing Agent ` �•�
c
Re: Resident Bidder Preference
On August 18, 1983, bids were opened for the new transit facility office
furniture with a Cedar Rapids vendor bidding $10 less than an Iowa City vendor.
Award was recommended to the out-of-town vendor based upon the lowest responsive
and responsible bid submitted. The award was in line with the rules .ind
regulations provided by the Urban Mass Transportation Association.
Current City procurement policy, for award of contracts, concurs with UMTA
regulations, lowest responsive and responsible bidder. In addition, City policy
provides for, "price and other. factors being equal, preference will be •given
first to resident bidders of the city."
(line (9) cities" in Iowa were surveyed as to resident bidder preference policy.
Nune of the nine cities provide for an established dollar or percenLage local
preference.
Local preference is discouraged by the American Bar Association and Grants
Management Advisory Service, Preferential Procurements --An Overview; October
1979. A book was published it 1983 by the Council of State Governments titled
State and Local Government Purchasing cites the practice of resident preference
as follows:
Historically, many city and county governments have had policies or
ordinances which give preference to resident suppliers.
The force behind resident preferences in public purchasing is political.
As a matter of economics, the practice is a subsidy that is costly to the
taxpayers. As a matter of law, the practice may be a violation of the
constitutional prohibition against interstate tariffs. As a matter of
public purchasing policy, the practice discourages competition and weakens
the principles of competitive bidding. Public purchasing officals remain
opposed to resident preferences except where no sacrifice or loss in price
or quality would result.
As a standard of good purchasing practice, I would like to see the policy on
resident bidder preference for the City of Iowa City remain as written; "price
and other factors being equal, preference will be given first to resident
bidders of the City."
"Ames, Cedar Falls, Cedar Rapids, Clinton, Davenport, Des Moines, Dubuque, Sioux 11
and Waterloo.
City of Iowa Cf'
MEMORANDUM
Date: February 2, 1984
To: Rosemary Vitosh, Director of Finance
From: Cathy Eisenhofer, Purchasing Agent C
Re: Outside Printing Question
Councilmember Ambrisco raised a question in regard to why the City bids
out printing jobs as small as $500. Without more detailed information, I
cannot isolate the $500 job in question, but can only surmise that it may
be the Taxi Cab Decal job, bid November 1983 with three other orders. The
order went to an out of town vendor for $145 and was bid by a local vendor
for $466.
I would like to clarify that outside printing is handled on an informal
quotation basis, one page of specifications and a sample, and not on a
formal bid basis consisting of a lengthy document. The attached currently
reflects printing practices which were established ,in 1976 following
numerous printing jobs that were received with errors Causing duplication
of costs by reorders, various City staff taking time to directly deal with
vendors, and reorder of forms from one vendor because that vendor had done
the job last time or the division was out and needed forms immediately e
therefore paying a premium price.
Currently a combination of written quotations and telephone quotations are
utilized depending on the situation. The same amount of information must
be obtained from a division and staff time is comparable whether it be for
written or phone quotations.. At this point, the method of obtaining
pricing is evaluated with the type of order, how soon the order is needed,
past history of pricing and delivery, if there are other jobs to combine
this order for multiple quotes, and the cost of mailing vs, possible long
distance calls.
The Central Procurement and Services Division policy is written that
'Price and other factors being equal, preference will be given first to
resident bidders of the Citto y.' The taxpayer is entitled to procurement
valueactivtofepublic funds. that Purchasingthe ldoes foster broadbasedition
lest extent ecompetthe sand
I do feel the City is responsible to accommodate a request for bid from a
vendor, in town or out of town, when it may be in the best interest of the
City.
Any further information you may need in regard to this matter, please feel
free to contact me.
bc4
City of Iowa Cib-
MEMORANDUM
,�k
Date: May 24, 1984
To: Rosemary Vitosh, Director of Finance
From: Cathy Eisenhofer, Purchasing Agent
Re: FY84 Equipment Replacement Bids To Date
Fiscal year 84 purchases have been averaging far below budget estimates. The
City has been able to take advantage of the competitive market and also the
demand for used equipment has brought higher trade-in values. The trade-in
option was exercised in each of the following purchases.
**Trade-ins went for $40,793 versus an average $24,096 from other bidders.
***Six subcompact pickups purchased rather than 5 trucks and a station wagon.
tp4/5
cc: Terry Reynolds, Equipment Superintendent
1397
FY84
Purchase
Ouantit
E ui Ent Type
Budget
TOO
Price
--f=,8*
2
UozerTris,
Refuse trucks
$106,000
$106,232
3
Backhoes
$102,400
$ 50,000**
6
Subcompact pickups
$ 46,000
$ 35,958***
1
Total
Utility van
$ 13 700
403,40
$ 9 082
S
Difference of $118,480
*Landfill bulldozer purchased with a guaranteed repurchase
value of $75,000
in 5 years.
**Trade-ins went for $40,793 versus an average $24,096 from other bidders.
***Six subcompact pickups purchased rather than 5 trucks and a station wagon.
tp4/5
cc: Terry Reynolds, Equipment Superintendent
1397
City of Iowa Cit --
MEMORANDUM
Date: June 21, 1984
To: City Council
From: Dale Melling, Assistant City Manager C�DOL
Re: Mud, Dirt, Debris on Public Right -of -Way
In response to recent complaints of mud in the streets near construction
sites, staff has meet to attempt to identify the best solution to this
problem. It has been determined that there is a need to review existing
ordinances and to propose, if necessary, new ordinances or amendments
which will:
1. Clarify what is expected of all developers/builders regarding keeping
public areas free of dirt, mud, or other debris.
2. Provide a workable enforcement mechanism which will place the burden
for compliance on the individual owner, developer or builder and allow
the City to impose adequate penalties for failure to comply.
Any new ordinance or amendment to a current ordinance will focus on the
resolution of these problems by regulating one or both of two principal
contributing factors:
1. "Carry off" mud or debris - this is material which is deposited on the
public right-of-way near the construction site by trucks or other
construction equipment. It is usually mud from the construction site
picked up on the wheels or tracks of equipment and deposited on the
street when leaving the site or working near the street.
2. "Erosion" material - this is soil which washes onto the sidewalk or
roadway either during a rainfall or as a result of other water run-off
from the construction site. It is left there to create dust or some
other nuisance condition, and can also constitute a slippery hazard.
Staff will first explore all legally permissible regulatory and enforce-
ment alternatives and will then make recommendations to Council on which
of these would prove most effective. It is expected that comprehensive
recommendations can be presented to Council by the end of July.
In the interim, the following process will be employed to monitor existing
problems and correct them as needed:
1. Staff will identify all problem areas based on complaints, observa-
tions, etc.
2. A list of all problem areas will be retained in the Department of
Housing and Inspection Services.
PAGE 2
3. A copy of this list, which includes the name, address, and telephone
number of the owner, developer or builder responsible for compliance
on each project will be forwarded to the Police Department.
4. Police officers will be assigned to check these areas during routine
patrols and especially as soon after the end of the construction day
as possible.
5. Police will contact the responsible person immediately upon determina-
tion that any remaining condition constitutes an immediate or poten-
tial hazard to the public using the right-of-way. Immediate elimina-
tion of the hazard will be required.
In the event the responsible person cannot be contacted or does not
respond within a reasonable time, the police will contact the on-call
person from the City Streets Division who will ensure that the hazard
is eliminated. The complete cost to the City for this action will be
determined and billed to the owner of the property in question.
Copies of all police complaint reports relating to these types of
problems will be forwarded to the Director of Housing and Inspection
Services.
6. Unsightly or nuisance conditions which do not constitute a hazard will
be noted and reported by the police to the Director of Housing and
Inspection Services on the next regularly scheduled working day. H&IS
staff will contact the responsible person for the construction project
and attempt to resolve the problem for the future. Where such
conditions occur repeatedly, the City will contact the responsible
person and proceed to require removal or to remove the mud or debris
as if it were a hazard according to the procedure outlined in f5
above.
7. All records of incidents involving this type of problem originating
from private property development or construction projects will be
maintained in the Department of Housing and Inspection Services for
future referral. (These will be especially useful in the event the
City is named in a lawsuit arising from a situation created by
resultant hazardous conditions.)
While problems of the above nature are addressed in various ways in
several sections of the City Code, none provide for clearly defined,
immediate action by the City to correct them. The quickest way is for the
City to take action and bill the owner. However, it is not deemed
desirable that the City be in the business of routinely cleaning up around
construction sites. Therefore, revisions to existing ordinances will
propose penalties sufficient to discourage this as a cost-effective
alternative for the owner, developer or builder.
bdw/sp
cc: Hary Miller
Chuck Schmadeke
Doug Boothroy
Bill Frantz
Id7c
City of Iowa City
- MEMORAN V
Date: -June 13, 1984 ,\
To: Heal Berlin, City Manager
From: Douglas Boothroy, Director of Housing & Inspection Services
Re: Gravel parking area behind Hillsboro Apartments
Building permits were issued for the construction of the Hillsboro Apartment
complex in 1962 and 1963. The parking'area(s) should have been of a perma-
nent dust -free surface as required by the 1962 zoning ordinance. Subsequent
building permit were issued in the 60's for construction of garages and the
parking area(s) should have been brought into compliance. In any event, the
Hillsboro parking area(s).are in non-compliance with the Zoning Ordinance and
have been since their construction. Review of the building and housing files
indicate that the necessary permits and certificates have been obtained and
renewed during this time period.
I have discussed with the City Attorney whether or not the City could require
the owners to bring the parking areas into compliance with the zoning
ordinance. Mr. Jansen indicated to me that the court, in all probability,
would not find in the City's behalf because of the City's inaction regarding
this violation during the past 22 years.
bj3/5
City of Iowa City_
MEMORA
Date: June 19, 1984
To: Neal Berlin
DVM,
�60,�
From: Andrea Hauer `
Re: W/MBE Utilization on the Hotel Project N
Under the UDAG Agreement for the hotel project, the women and minority
business enterprise (W/MBE) goals are divided into two parts: construc-
tion and permanent employment.
For the construction portion of the project, the W/MBE goal is three
percent or about $230,000 in contracts. As of this date, one contract for
$100,000 has been awarded to a minority business enterprise. There are
still several additional contracts out for bid which may be awarded to
women or minority-owned businesses. With regard to the workers on-site,
incomplete data shows that approximately six percent (10 persons) of the
170 workers on-site are minority or female. The UDAG Agreement did not
set minority and women employment goals.
For permanent employment, the UDAG Agreement specifies that 150 of the 178
permanent total jobs will be filled by low -to moderate -income persons. Of
those 150 employees, at least 25 must be workers from the Jobs Training
Partnership Act program (the successor to the CETA program). Also, ten of
the permanent jobs must be filled by minorities. The developer has been
working with the City's Civil Rights Specialist to assure that the W/MBE
goals are met.
bdw/sp
011
City of Iowa City
MEMORANDUM
Date: June 14, 1984
To: Charles Schmadeke, Director of Public Works
From: James Brachtel, Traffic Engineer z
Re: City Council Referral - Pedestrian Crossing at Clinton Street/College
Street
The City Council has inquired into the safety of the pedestrian crossing at
College Street and Clinton Street. I have attached accident diagrams to this
memorandum for the years 1982, 1983 and 1984. These diagrams represent all
the accidents which have been reported since the pedestrian crossing was
opened.
In 1982, there was one accident which involved two southbound vehicles on
Clinton Street. There was a rear -end accident. The following car did not
anticipate the stop of the leading car and rear-ended the car ahead of it.
This accident occurred just north of the pedestrian crossing.
In 4alendar year 1983, there was one reported accident. This accident
involved a U.S. Government Postal Service jeep. The driver of the jeep was
attempting to make a mail pickup from the mailbox located in the southern
portion of the crosswalk on the west side of Clinton Street. As the driver
approached the mailbox, she misjudged the distance to the mailbox and ran
into the City's traffic signal located in the southwest quadrant of the
crossing area.
There have been two reported accidents in the first five months of calendar
year 1984. The first accident occurred in February and this involved two
vehicles southbound on Clinton Street. The following vehicle rear-ended the
leading vehicle which was stopped at the traffic signal. The second reported
accident at this location in the first portion of 1984 involved a southbound
vehicle and a pedestrian. The southbound driver misjudged the yellow change
interval of the signal and struck a pedestrian who had stepped off the curb
and entered the crosswalk.
The traffic signals currently in place were selected so as to have minimum
impact on the aesthetics of the improved street amenities. A list of changes
that would enhance the traffic signals' visibility follows. Also, some
suggestions for identifying the crosswalk to vehicular drivers are included.
INSTALL STOP HERE ON RED SIGNS.
Signs with the message STOP HERE ON RED could be installed at the stop bars
on the north and south side of the brick crosswalk. These would indicate to
vehicular drivers where they should stop in the event of a red light. These
signs are 24"06". Material costs for the signs would be $42.
INCREASE TRAFFIC SIGNAL SIZE.
Existing traffic signals are 8" in diameter. These units could be changed to
12" in diameter. The 12" diameter traffic signals are more visible. Total
materials cost for this change would be $1,200.
PAINT SIGNAL SUPPORTS YELLOW.
The existing poles that support the traffic signals are painted brown. This
color is part of the color scheme for the downtown. The traffic signals
blend into the background and do not command attention. If the poles were
painted yellow they would stand out more and command the attention of the
motorists. Estimated materials costs for this change would be $35.
INSTALL ADDITIONAL PEDESTRIAN PUSH BUTTON.
At the present time there are pedestrian push
of the crosswalks. An additional push button
of Clinton Street adjacent to the fire lane.
the middle of the crossing on the east side.
and replacement to the existing brick work in
cost for this change would be $1,000.
INSTALL OVERHEAD SIGNALS.
buttons located at the outside
could be added on the east side
This would be approximately in
This would require some removal
this area. Estimated materials
Existing traffic signals are located at the side of the street. The City
could install overhead poles and mast arms with the traffic signals over each
lane. This would place the traffic signals immediately in the field of view
of the motorist.
This change would require that new bases be installed on the side of the road
to support the traffic signal poles and mast arms. It would also require the
purchase of new poles, mast arms and 12" signal heads. Total estimated
material cost for this change would be $4,000.
The City could chose to stage these changes to determine if incremental
improvements made a significant change in driver behavior along Clinton
Street. As a minimum improvement to the crossing the STOP HERE ON RED signs
and the enlarged traffic signal heads could be installed. If, after a
suitable time, it is determined that this was insufficient, the traffic
signal support poles could be painted yellow to give them better visibility.
If, after a suitable time, it is determined that this still was not suffi-
cient, the City could install overhead signals which would provide the
maximum visual impact for the motorist.
Should you have additional questions or comments regarding this please don't
hesitate to contact me.
bj5/5
1a?3
COLLISION DIAGRAM
INDICATE NCRTH
BY ARROW
COLLEGE ST
rn
z
0
z
J
v
INTERSECTION CLINToN ST and_ GOLLEG ST '
R-73
.�_ MOVING
VEHICLE,�„F�
REM END
0: DRY I: ICY
w SACC
�`+--
HEAD ON
W : WET
VON -INV LVED
. SIDE SWIPE
WEATHER
C: CLEAR F : FOG
--- PEDESTRIAN
"4JAUJA- OUT OF CONTROL
PARKEDm
VEHICLE
13 FIXED OBJECT
LEFT TURN
�� RIGHT ANGLE
S: SLEET R - RAIN
S: SNOW DY
• FATALITY
0 INJURY
DATE; _JAN I. 1984 TO
_ MAY 3t. 1984
INTERSECTION CLINToN ST and_ GOLLEG ST '
R-73
COLLISION DIAGRAM
INDICATE NCRTH
BY- ARROW
COLLEGE ST
`-MOVING
VEHICLE
REM END
D: DRY I: ICY
G
~r V.H
��
MEAD ON
W:WET
CLE
r.... NON-INVOLVED
SIDE SWIPE
WEATHER
VEHICLE
--- PEDESTRIAN
"6"LLit1.
OUT OF CONTROL
C:'CLEAA F: FOG
VEHICLE
-�
LEFT TURN
S: SLEET R : RAIN
CL: CLOUDY
Cl FIXED OBJECT
--�{
RIGHT ANGLE
S:SNOW
• FATALITY
DATE:
JAN 1.1983 To
DEC 31.1983
O INJURY
INTERSECTION CLINTON ST gr)d COLLEGE ST
COLLISION DIAGRAM
INDICATE NORTH
BY ARROW
COLLEGE ST
INTERSECTION CLINTON ST 2nd COLLEGE ST
IA'73
+� VEHICLE
REAR ENO
0: DRY t: ICY
�..� BACKING
.--..�_ HEAD ON
W WET
VEHICLE
WEATHER
.�.... NON-INVOLVED
SIDE SWIPE
VEHICLE
--- PEDESTRIAN
"VA" t- OUT OF CONTROL
C:CLEAR F: FOG
PARKED-.�-
VEHICLE
LEFT TURN
S: SLEET R : RAIN
CL: CLOUDY
❑ FIXED OBJECT
RIGHT ANGLE
S:SNOW
FATALITY
DATE: 1,1982 TO DEC 31,1982
O INJURY
_JAN
INTERSECTION CLINTON ST 2nd COLLEGE ST
IA'73
"City of Iowa Cites,
MEMORANDUM
Date: June 22, 1984
To: Neal Berlin
From: Denny Gannon LC
Re: 1984 Paving Assessment Program - Tanglewood St., Ventura Ave., and
St. Anne's Drive
The surface preparation work performed prior to seeding regarding the
above -referenced project does not comply with the intent of the project
specifications. Corrective action will be required of the contractor before
the project is recommended for acceptance by the City Council.
bj5/11
I ;t7y
City of Iowa City
= MEMORANPV11�/1
n
Date: June 14, 1984 r �
To: Neal Berlin and City Council 1 1 X
From: Chuck Schmadeke C�
Re: Leachate Control - Iowa City Landfill
Street and Sanitation Division personnel have been hauling leachate from the
landfill to the waste water treatment plant this summer to halt seepage into
the adjacent stream and to monitor the effects of the leachate on the
treatment plant. It has been determined, that the treatment plant can handle
the additional loadings during the summer months with no adverse effects
except for an increase in plant odors.
The leachate is collected at the landfill by the use of field tile and two
storage ponds. It is then transported to the waste water treatment plant in
a tank truck. The plant can treat 12,000 gallons per day during the summer
months.
It -is anticipated that the ponds will need to be emptied four times during
the year. The cost to empty the ponds each time is $3600, resulting in a
total yearly cost of $14,400.
bj4/4
0
i ass
THE WALL STREET JOURNAL, Thursday, June 21, 1984
Town Decides Way
To Draw Businesses'
Is to Acquire Them.
Prophetstown, Ill., to Use
$500,000 Stock Offering;
Seven Concerns Interested -
By Jenwev 7.Asww
Staff Repertft OfTNX W.u.S"ZZT JOURNAL
PROPHETSTOWN. III. — Citizens here
are planning to go beyond courting busi•
ness; they're expecting to buy It.
Town leaders don't see the sense of at-
tracting businesses ,Into their community
with promises of cheap land, lower taxes or
free water and sewage treatment. "If you
have to give away the farm in order to get
something, Nen what's the point In having
It?" asks Prophetstown's mayor, Marvin IL
Scott
Instead, this town of 2,100 people has
formed a city -backed corporation to float a
$5W,000 common -stock offering. Townspeo-
ple are expected to buy the stock, enabling
the town to buy a prospering business and
move it here..
Prophetstown Manufacturing Inc. has of.
ready received Securities and Exchange
Commission approval for the offering.
Within the next month, the fawn hopes to re-
ceive final permission to sell securities In
the state from the Illinois Secretary of
State's office. The town says It plans to use
the ZM,000 to finance the purchase of a
small -parts or machine -tool plant valued at
about $3.5 million. "We're not looking for
General Motors," says the mayor. ,were
willing to start small."
The town hopes that about 20 of Its more
than 120 unemployed citizens will find work
at the new plant. Eventually, Prophetstown
hopes the new factory could employ as
many as 100 of the town's work force of 930.
There are already four plants here, all of
which produce small machine parts pumps•
valves or gears. Seven companies, from as
far away as Connecticut, have expressed in-
terest In being bought by and brought to
Prophetstown.
The S500,o00 to be raised by the proposed
stock dffering equals the town's annual
budget. But town leaders say they're com-
mitted to pulling off the acquisition without
any outside assistance. They say they aren't
interested In supplementing proceeds from
the proposed offering by tapping develop-
ment grants from state or local govern.
ments.
"We're eight miles from Tampico. where
President Reagan was born," says George
H. Thompson, president of Prophetstown
Manufacturing. "A lot of his philosophy has
rubbed off. We've got to help ourselves.
rather Nan waiting for aid from the govern.
ment."
Adds the mayor. "I was in the grocery
business for 30 years, and nobody made me
promises of free land or free sewers. I never
got government aid. And I've been success.
fill. In a free -enterprise system, the town
ought to be able to sink or swim on its
own:
0774
MINUTES OF STAFF MEETING
June 13, 1984
i
Items for the agenda of June 19 will include:
Set public hearing for First Avenue culvert
Set public hearing for bridge painting project
Public hearing on Shamrock/Arbor Creek Project
Resolution approving plans, specifications and cost for
Shamrock/Arbor Project
Award contract for FY 85 Asphalt Resurfacing Program
Public hearing on Jackson Square Associates IRBs
Resolution adjourning hearing to July 3
Three resolutions adopting pay plans
Second reading for ordinance setting speed limit on Sycamore
Second reading for ordinance prohibiting skating in commercial
districts
Recommendation from Planning and Zoning to approve rezoning
of two one -acre tracts located north of I-80 and
Highway 1
Recommendation from Planning and Zoning to approve rezoning of
22.1 acre tract one mile southwest of Iowa City
Resolution approving preliminary and final plat of Amhurst
Subdivision
Resolution approving preliminary and final plat of Clear
Creek Subdivision
Final reading of ordinance rezoning 3.52 acres east of First
Avenue extended
Resolution approving preliminary plat of First and Rochester
Addition
First reading of ordinance amending off-street parking design
standards
First reading of ordinance vacating a portion of Melrose Avenue
right-of-way
First reading of ordinance changing the name of Sandusky Avenue
to Sandusky Drive.
X77
The Director of Parks and Recreation, referring to the contract for
asphalt resurfacing, asked about funds for paving in the cemetery.
He was informed that $4,200 for this purpose is included in the contract.
The Finance Director announced that a tax check had been received and in
a larger amount than had been expected. The cutback in hiring to fill
— k� Th. nirarrnr Hisrouraaed usino funds until
MINUTES OF STAFF MEETING
June 20, 1984
Referrals from the informal and formai Council meetings were distributed to
the staff for review and discussion (copy attached).
The City Manager briefly mentioned requests for staff assistance from members
of boards and commissions. If requests are made directly to staff members
for assistance which require considerable time, the City Manager should be
notified. Requests for staff assistance can be handled through a prescribed
procedure.
The Assistant City Manager advised that a memo will be distributed soon
regarding the Equipment Division service. He also advised that complaints
are being received regarding the car pool - that cars are in the lot but the
keys are not available. He urged that the situation be corrected.
The Assistant City Manager also advised that Richard Webb has resigned as
Energy Coordinator effective June 29. He has accepted a position with the
Office for Planning and Programming in Des Moines.
The Director of Parks and Recreation asked that when vehicles in the car
pool are replaced that consideration be given to adding a pickup truck.
Requests for.the use of a pickup are often received at his office.
The staff briefly toured the transit facility.
Prepared by:
i.Rq.ch.
Lorraine Saeger J
1)7n
_l
Regular Council Meeting
June 19, 1984
DEPARTMENT REFERRALS
r
K
SUBJECT
DATE
REFERRED
DATE
DUE
COMMENTS/STATUS
RECD
TO
Waived first consideration; passed
Off Street Parking Design
6-19
PPD/Lorrain
second consideration; final on
July 3 agenda.
Sandusky "Drive"
6-19
PPD/Public !
rks
It's official! Passed & adopted.
Check with Bond Counsel. Can City
Jackson Square Project
6-19
Finance
attach requirement that guarantees
elderly housing use only? How
life of bond issue?) Is Elderly
Housing defined?
County Land Preservation and Use
6-19
Info
Kate Dickson appointed.
Committee
Charter Review Commission
6-19
City Clerk
Dave Baldus appointed.
College and Clinton
6-19
Public Works
Status of review? Expedite!!!
lof
Memo in Friday packet re, schedule
completion.
Senior Center Commission Bylaws
-19
City Clerk
Refer to Rules Committee.
Sycamore Street Speed Limit
6-19
Public Works
Ordinance amendment passed and
adopted.
r
K
J
City of Iowa City
MEMORANDUM
DATE: June 29, 1984
TO: City Council
FROM: City Manager
RE: Material in Friday's Packet
Memoranda from the City Manager:
a. Mercy Hospital Parking Ramp
b. Spruce Street
1a 7 J
Z.? 73'
Cony of letter from the City Manager to four firms which submitted proposals
for the Wastewater Plan Alternative Study. /wlfO
Memoranda from the Assistant City Manager:
a. Housing Discrimination - Federal Grants
b. Complaints of Dumping on Public right-of-way (West Side Ravine) /a782
Memorandum from the Energy Coordinator and the Assistant City Manager
regarding an update of the Energy Program. /0?83
Memorandum from the IRB Staff Review Committee. /a�z
Memorandum from the Director of Planning and Program Development regarding/ a�S
Paul -Helen Building renovation and Blackhawk Minipark design.
Memorandum from the City Engineer regarding the FY85 asphalt resurfacing
program.
Memorandum from the Housing Coordinator regarding changes to Assisted /a
Housing Programs.
Calendar for July 1984. 1a8�
Proposed job description: Iowa City Development Corporation
Material distributed by Councilmember Baker re junk in ROW at 130 Ferson /,? yo
Avenue
Proposed sketch on renovation of Paul -Helen Building /�
City of Iowa City
MEMORANDUM
DATE: June 29, 1984
TO: cityCouncil
FROM: City Manager
RE: Mercy Hospital Parking Ramp
At the Council meeting of June 18, 1984, Council Member Erdahl inquired
whether or not additional parking levels could be added to the parking
ramp at Mercy Hospital. The staff checked with the project engineer and
were informed that one more level can be added which would accommodate
approximately 100 vehicles.
City of Iowa City
- MEMORANDUM
Oate: June 25, 1984
To: City Council
From: City Manager
Re: Spruce Street
For at least 15 years there has been a storm water problem in the rear of the
lots along Spruce Street adjacent to the Iowa -Illinois property. About five
years ago the City developed alternative plans for installing drainage
facilities. This improvement was not undertaken because there was not a
consensus by the neighborhood as to the advisability of the specific improve-
ments. Enclosed is a letter from a number of residents now indicating they
wish to discuss the matter again. This was brought to the attention of
Councilmember Strait. Chuck Schmadeke will contact the neighbors and the
neighbors will schedule a neighborhood meeting. The Council will be informed
when the meeting has been scheduled.
/sp
cc: Chuck Schmadeke
For the past fifteen years, the residents of the northern end of Spruce Street
have been suffering from water problems. With every rain the water drains from Iowa -
Illinois into the back yards, where it sets until it evaporates or seeps into the ground.
When the ground is saturated, the basements flood. Mosquito infestion is heavy
over the entire neighborhood. The standing water is an attractive nuisance to small
children, who could easily drown in it when it is at its' peak of two feet or more.
Five or six years ago, the City Council decided to help by dispatching three men
and a shovel for -'an afternoon to dig out the drainage ditch that is entirely overgrown
with vegetation and has no downward slope. No improvement was noticed.
Another Council later decided the area needed to be tiled, but nothing has been
accomplished here.
Numerous pleas from the neighborhood, at least two petitions signed by the entire
neighborhood, several appearances at City Council meetings have produced no help.
The reasons I believe it a city problem:
1) safety to small children (drowning)
2) safety because children are drawn to standing water which is not clean
3) some of the residents cannot even raise a garden
4) even when Iowa -Illinois planted some pine trees they rotted from the standing water
and died
5) the mosquitoes are a health problem for blocks
6) the damp smell and unpleasant odor of standing water permeates the area at times
7) it has reduced the property resale value
8) it has caused basement flooding and heavy property loss from that
9) residents cannot have a decent lawn because dandelions and other obnoxious weeds are
washed over the area every time it rains, plus no trees or flowers can grow
10) it is impossible to mow in the ponds left in the yards
17
CITY OF
OWA CITU
CIVIC CENTER 410 - W�'SHINGTC^i S- IC,. `J,'•' .law
October 17, 1977
Dear Resident:
As you know for many years the City of Iowa City has discussed alleviating
flooding problems between the railroad tracks and the backyards of your
homes.
A contract has been let 'for construction of a'storm water detention site
on property graciously donated by Iowa -Illinois Gas and Electric. Con-
struction is slated to start approximately October 18 or 19. Construction
of this storm water detention area will reduce flooding problems adjacent
to your homes thereby eliminating a problem several of you have been fighting
for years.
The only work that will actually be done behind your homes is cleaning of
the ditch that runs along the railroad tracks. This should not affect you
in any way.
We are very pleased that we can at long last announce the start of this
project. If you have any questions at all about any aspect of this
construction please feel free to call me 354-1800 ext. 251.
Sincerel ,
Ri a d Plastino
Direc of Public Works
RJP/jp
cc: File'#5 Construction Phase
a-,9
CITY OF IOWA CITY
CN/IC CENTER 410 E. WASHNGTON ST. IOWA UY, IOWA 52240 (319)356-500D
June 28, 1984
i Dr. Andrew W. Loven
Engineering Science
57 Executive Park South
N.E. Suite 590
Atlanta, Georgia 30329
Dear Dr. Loven:
Enclosed for your consideration is a list of questions. Your response
must be received by the City no later than 5:00 p.m., July 18, 1984.
Shortly thereafter you will be contacted to schedule an interview at
which the City will seek clarification about your written materials. If
you have any questions concerning this process, please contact me at
your earliest opportunity.
S re yours,
Neal G. Berlin
City Manager
cc: R.M. Davidson
George E. Strudgeon
Enc. Same letter to: Mr. Charles E. Pound
/sp Metcalf and Eddy
85 ll. Algonquin Road
Suite 500
Arlington Heights, Illinois
60005-4422
Mr. Gerald Foess
CH2M Hill
310 W. Wisconsin Avenue
Suite 700
P. 0. Box 2090
Milwaukee, Wisconsin 53201
Mr. Lee J. Glueckstein
Donohue & Associates, Inc.
4738 N. 40th Street
Sheboygan, Wisconsin 53081
PIU
June 28, 1984
CITY OF IOWA CITY
WASTEWATER PLAN - ALTERNATIVE STUDY
PHASE II
This response must be received by the City no later than 5:00 p.m., July
18, 1984. Materials submitted shall not exceed 50 pages in length.
Provide 25 copies.
1. Fully describe your approach to the study.
2. Detail your most cost effective financing methods, both short and long
term, for:
a. Public construction, ownership and operation.
b. Private construction, ownership and operation.
c. Public construction and ownership with private operation.
d. Private construction and financing with public purchase and
private operation.
e. Any other feasible alternatives.
3. Discuss extent to which you expect completed engineering work could be
used in the solution(s) which you propose.
4. Describe your approach to the project utilizing the following:
a. Typical engineering study.
b. Design -build process.
5. What actions would you recommend to accelerate both the initiation of
construction and completion of the project?
6. What are the significant advantages and disadvantages of both the
traditional public project and privatization?
7. What are the specific areas in engineering design, treatment processes
and plant equipment which offer the greatest potential for increased
cost effectiveness, both short and long-term, and what are the
probable cost savings?
8. Describe in detail the changes and costs which will be involved in
upgrading the existing plant so that it is cost effective in the long
term (10-20 years), taking into account its age, site, size,present
effluent limits and storm water overflow conditions. If, o your
opinion, this is not possible and/or cost effective, describe the
reasons for your reconnendat ions.
9. Describe how your long term recommendations might permit use of future
EPA grant funds.
City of Iowa Cit•.
MEMORANDUM
Date: June 1, 1984
To: City Council
From: Dale Melling, Assistant City Manager
Re: Housing Discrimination - Federal Grants
The current federal grant program between the City and HUD is a Type I
grant emphasizing outreach, capacity building, and an auditing program,
all oriented toward the assessment and resolution of housing discrimina-
tion problems. This grant expires December 31, 1984. It is a two year
grant under which the City has employed a half-time Civil Rights Assis-
tant.
The Iowa Civil Rights Commission staff had some discussion with the City
beginning late last year regarding a joint application for a Type II grant
which would continue the auditing program in Iowa City and provide some
additional financial assistance for community outreach as well. City
staff did indicate interest in pursuing this possibility further. In
February of this year the State Commission staff submitted a "joint
application" to HUD from the Iowa Civil Rights Commission and the Iowa
City Human Rights Commission. A copy of the executed application was sent
to us. Upon receipt of this document, State Commission staff were
contacted regarding the procedural problem involved because we had not
been given the opportunity to review the application and to sign off as a
co -applicant. The City Manager notified HUD that Iowa City could not be
considered a co -applicant but that we would be working with State Commis-
sion staff to correct the problem and possibly file an amended application
jointly. It was pointed out that internal procedures include notification
of the City Council of any pending grant applications, even if formal
Council authorization is not required. The purpose of this memo is to
apprise you of the current status of this situation.
Phyllis Williams and I have discussed this matter extensively with Artis
Reis, Director of the Iowa Civil Rights Commission staff, and have
determined that the application could be amended so that Iowa City can
participate in the grant program. This would involve a simple re -filing
of the signature page. Upon approval, it would be the responsibility of
the State Commission and the City to work out detailed budgets, programs,
etc. In general, the following would occur under the Type II grant in
Iowa City.
The grant would result in the allocation of $4,000 to Iowa City for
staffing a part-time position to continue the auditing program and
outreach activities, along with additional funding for commodities and
services and charges connected with this program. In addition, we now
have an unexpended balance of $5563 from the first year of the current
Type I grant and HUD staff has assured us that this balance may be
retained by Iowa City and applied to the Type II program. We anticipate
I asp
PRECEDING
DOCUMENT
City of Iowa Cit•.
= MEMORANDUM
Date: June 1, 1984
To: City Council
From: Dale Helling, Assistant City Manager
Re: Housing Discrimination - Federal Grants
The current federal grant program between the City and HUD is a Type I
grant emphasizing outreach, capacity building, and an auditing program,
all oriented toward the assessment and resolution of housing discrimina-
tion problems. This grant expires December 31, 1984. It is a two year
grant under which the City has employed a half-time Civil Rights Assis-
tant.
The Iowa Civil Rights Commission staff had some discussion with the City
beginning late last year regarding a joint application for a Type II grant
which would continue the auditing program in Iowa City and provide some
additional financial assistance for community outreach as well. City
staff did indicate interest in pursuing this possibility further. In
February of this year the State Commission staff submitted a "joint
application" to HUD from the Iowa Civil Rights Commission and the Iowa
City Human Rights Commission. A copy of the executed application was sent
to us. Upon receipt of this document, State Commission staff were
contacted regarding the procedural problem involved because we had not
been given the opportunity to review the application and to sign off as a
co -applicant. The City Manager notified HUD that Iowa City could not be
considered a co -applicant but that we would be working with State Commis-
sion staff to correct the problem and possibly file an amended application
jointly. It was pointed out that internal procedures include notification
of the City Council of any pending grant applications, even if formal
Council authorization is not required. The purpose of this memo is to
apprise you of the current status of this situation.
Phyllis Williams and I have discussed this matter extensively with Artis
Reis, Director of the Iowa Civil Rights Commission staff, and have
determined that the application could be amended so that Iowa City can
participate in the grant program. This would involve a simple re -filing
of the signature page. Upon approval, it would be the responsibility of
the State Commission and the City to work out detailed budgets, programs,
etc. In general, the following would occur under the Type II grant in
Iowa City.
The grant would result in the allocation of $4,000 to Iowa City for
staffing a part-time position to continue the auditing program and
outreach activities, along with additional funding for commodities and
services and charges connected with this program. In addition, we now
have an unexpended balance of $5563 from the first year of the current
Type I grant and HUD staff has assured us that this balance may be
retained by Iowa City and applied to the Type II program. We anticipate
that this budget would allow an extension of the existing part-time
position of Civil Rights Assistant for an additional 6 to 12 months and
would also cover the costs of maintaining the program. Further, there may
be an unexpended balance at the end of the grant year as well.
If Council does not object to the goals of the Type II grant as indicated
above, the City Manager can proceed to file the amended application on
behalf of the City. A detailed budget would then be drawn up in coopera-
tion with State Commission staff which would allow us to determine
precisely how long the extended program could continue.
A copy of a portion of the proposed grant agreement, including the
signature page and a narrative project summary, and also a copy of a
February 10, 1984, memo to the City Council regarding the current grant
program are attached for your information and reference. The entire grant
agreement and supplemental materials are available for your review upon
request. Please do not hesitate to contact me if you have any questions
regarding this matter. If there are objections, these should be raised at
your next informal meeting. If Council desires, a separate time for
discussion of this matter at an informal meeting can be scheduled.
bdw/sp
SRV
C,ghih Floor — Colony Bldg.
507 Tenth Street
Des Moines. Iowa 50319
Phone 515/2814121
Office for Planning and Programming
Attention: Mr. Tom Wallace
Capital Annex
523 East 12th Street
Des Moines, Iowa 50319
Dear Mr. Wallace:
GOVERNOR
Terry E. Branstad
EXECUTIVE DIRECTOR
Artis Van Rocket Reis
Per the requirements of federal Executive Order 12372,
"Intergovermental Review of Federal Programs," enclosed please find
Iowa Civil Rights Commission's Type II, Class B application to the
Fair Housing Assistance Program of the U.S. Department of Housing
and Urban Development (24 CFR Part III).
As the designated single State Process, your 60 - day comment
period shall commence five days from the date of this letter. Your
comment, shall be directed to the party identified as follows:
Steven J. Sacks, Director
Federal, State and Local Programs
Office of Fair Housing and Equal Opportunity
Room 5214
451 Seventh Street, S.W.
Washington, D.C. 20410
Sincerely,
Artis Reis
Executive Director
Iowa Civil Rights Commission
COMMISSIONERS
Marguerite Coition,
Jena Eason
Joseph E. Roenguee
Kul A. Nelson
Larry Harris
Paul Murphy
Gretchen O. Hamlett
Des Moines
Buanden
Davenport
Shall Rock
Waterloo
Clinton
Des Moines 1^Q I
PART A TABLE OF CONTENTS
Page
TITLE PAGE - - - - - - - - - - - - - - - - - - - - - - 1
TABLE OF CONTENTS -- -- -- ------ - - - - -- 2
STANDARD FORM 424 ------ -- ----- - - - -- 3
PROJECT SUMMARY ---- --------------- 4
NARRATIVE STATEMENT - --- -------- - - - -- 5
Needs - - - - - - - - - - - - - - - - - - - - - - 5
Goals, objectives, tasks and timetables - - - - - 7
Impact and benefits - - - --------- --- 12
Monitoring and reporting - - - - - - - - - - - - 14
Prior experience - - - ------------- 14
KEY PERSONNEL
-------------------
- 16
Table of
organization - - - - - - - - - - - - -
- 17
APPENDICES - -
-------------------
- 18
Appendix
A - Written certification to State
Process - - - - -- -------
- 19
Appendix
B - Assurances - - - - - - - - - - - -
- 20
Appendix
C - Iowa Housing Study - - - - - - - -
- 21
Appendix
D - Letter of training commitment - -
- 22
Appendix
E - Employee performance evaluation
form ---------------
- 23
Appendix
F - Qualification requirements for
Housing Coordinator - - - - - - -
- 24
Appendix
G - Selection process for key
personnel; Policy Directive
201-A --------------
- 25
Appendix
11 - Job description for Project
Director- - - - ------- - -
- 26
E
I PEI
State of Iowa 2,900,000 194_I 'CN"IN"r'
a Imma 44,4</ 'n a A.Rff•:r a AIQ �A� yy •'— "^�•'
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IOWA FAIR HOUSING ENHANCEMENT
PROJECT SUMMARY
Title VIII of the Civil Rights Act of 1968 states: "It is the
policy of the United States to provide, within constitutional limita-
tions, for fair housing throughout the United States."
To effectuate that policy, the act prohibits discrimination on
the basis of race, color, religion, sex or national origin in -the
sale, rental, financing and brokerage, of housing. The Iowa Civil
Rights Act provides for the identical policy and the identical prohibi-
tion. Both laws have been enforced for at least fifteen years. The
goal of fair housing remains yet to be attained.
This one year project aims to move Iowa closer to the goal. For
the first time, it will utilize the service of a full time housing
coordinator, who will provide technical assistance to potential compla-
inants, private fair housing groups, and the real estate industry.
The coordinator will develop and distribute over ten thousand brochures,
pamphlets and the Iowa Fair Housing Guide to citizens, governmental
agencies, educational institutions and the real estate industry. Also
for the first time, two rental and referral audits will be conducted
in Iowa - one in the Des Moines Standard Metropolitan Statistical Area
and one in Iowa City. The project will conduct at least seven housing
tests, again the first ever in Iowa. All these and other project
tasks, when completed, are expected to add sixty (60) complaints to
the enforcement docket.
The Iowa Civil Rights Commission and the Iowa City Human Rights
Commission, the parties to this multiple agency project, are the only
two agencies in Iowa certified as substantially equivalent agencies.
The staff have extensive experience in the areas of public education,
outreach, advocacy, prevention, intervention, affirmative action and
complaint processing. The staff also have extensive training in the
various housing issues, including testing. In short, the two agencies
are most capable to carry out this project.
4
I A
IOWA FAIR HOUSING ENHANCEMENT PROJECT
NARRATIVE STATEMENT
Title VIII of the Civil Rights Act of 1968 and the Iowa Civil
Rights, Act both prohibit discrimination in the area of housing based
upon race, color, religion, sex or national origin. To effectuate
these laws, the Iowa Civil Rights Commission (ICRC) has committed
itself to the mission "... to eliminate discrimination and to establish
equality and justice for all persons within the state through civil
rights enforcement and advocacy".
ICRC has jurisdiction over the entire state with a population of
2,913,387, according to the 1980 U.S. Census. The Commission has been
certified as a substantially equivalent agency and has executed a
written Memorandum of Understanding with the Department pursuant to 24
CFR Part 111.104. The Commission had a dual -filed complaint workload
of 41 during the period of July 1, 1982 through June 30, 1983. As
such, ICRC meets all the eligibility requirements to apply for the
Type II, Class B, Fair Housing Assistance Program (FHAP). ICRC is the
designated applicant for this multiple agency proposal with the Iowa
City Human Rights Commission.
NEED
On October 19, 1978, ICRC released the report on a housing study
entitled "Don't Tell the Civil Rights People". (See Appendix C for
the conclusions of the study). The study found:
There is no question that some real estate companies in Council
Bluffs (Iowa) are engaging openly in racial steering. Our study
further propose that there practices in their various forms are
pervasive in that city. There are related patterns that also
emerge.
5
1A
The study also found:
There were enough incidents in both rental and sales to suggest
that the "neighbors" themselves are an element in the discrimina-
tory patterns of the city. The incidents that did occur indicate.
that the people involved are supportive of steering practices by
real estate agents.
The bottom line assessment based on our sample is that eight (8)
out of nine (9) brokers in Council Bluffs discriminate to one
degree or another.
Such was the state of affairs in Council Bluffs, Iowa in 1978.
Aside from actual complaints filed, the Commission has little informa-
tion regarding the present extent and nature of housing discrimination.
The ICRC Commissioners and staff, however, do receive frequent public
input in this area. The unmistaken conclusion from these discussions
and public forums is that there are substantially more housing discrim-
ination than those reflected by the actual number of filed complaints.
Iowa often is described as a middle state with Mid -western values.
Its population and its per capita income both lie very close to the
national medium. There are, however, a number of traits which distin-
quish it from the nation and the region: It remains very rural. It's
minority population is proportionally very low (3.4%) - higher only
than three New England states. Yet, it has a very high minority
population growth rate - mainly due to white out -migration. The U.S.
Censuses documented the minority population growth mate to be 69.5%
between the year 1970 and 1980 while the state's population growth
rate in the comparable period was only 3.2%.
0
1A1
In this environment, a number of questions need be raised:
1. Is there a lack of knowledge regarding fair housing
laws?
2. How has the increasing minority population affected
inter -group tension and housing discrimination?
3. Is there wide spread patterns and practices of housing
discrimination?
4. Do people have quick and ready access to ICRC and the
Iowa City Human Rights Commissions (ICHRC) services?
S. What kind of fair housing enhancement can ICRC and ICHRC
provide?
In the interest of fair housing, there is a definite need for
ICRC to study, to educate, to reach out and to offer technical assist-
ance on the issue of housing discrimination. Evidence of this need
will be found in all sections of this application.
GOALS OBJECTIVES, TASKS AND TIMETABLES
The broad purpose of this one year project is to contribute to
the accomplishment of the agency's mission by building a coordinated
and cooperative effort to further fair housing. It allows ICRC and
the Iowa City Commission to assume greater local responsibility in
eliminating housing discrimination. It also allows extensive outreach
and education work with the citizens and the real estate industry to
acquaint them with the provisions of the laws so that there will be
decreasing need for policing or enforcement activities in the future.
7
Al
In calendar year 1983, 48 housing complaints were processed of
which 23 were located in the Des Moines SMSA. Seven complaints -
failure to rent or sell - were identified as appropriate to testing.
Based on this and the increase in outreach and education activities, it
is expected that at least seven (7) testing situations will exist in
the project year.
The majority of complaints filed are located in the Des Moines
SMSA. They are in the nature of rental related issues. The audit
will utilize Black and White testers to identify landlords and rental
referral services engaged in racial steering and misinformation.
The project's final products are as follows:
1. Distributed over 10,000 educational and informational materi-
als to the public, potential complaints, real estate industry,
private fair housing groups, local human rights commission,
governmental agencies, educational institutions and other
concerned parties.
2. Secured at least 12 media spots of time for public service
announcements.
3. Received and handled 600 calls through the hotline of which
60 are referred to ICRC's Compliance Division as complaints.
4. Conducted 48 interventions.
5. Conducted seven (7) tests in the Des Moines SMSA.
6. Conducted two (2) audits, one in Iowa City and one in the
Des Moines SMSA.
H
I PSI
The other goals, objectives, tasks, responsible persons, initia-
tion dates, completion dates are detailed in the two pages following
this section. The timetables are deliberately set conservatively.
Such an approach would be reasonable and realistic due to the
following considerations:
1. The housing coordinator's position remains to be filled.
The person hired needs time to get acclimated to the project.
2. ICRC and ICHRC have not had the opportunity to carry forth
the objectives outlined in this project. The desire is to
do the best quality project possible not the speediest
project.
9
Iasi
%'ity of Iowa Cit
MEMORANDUM
Date: February 10, 1984
To: City Council
From: Dale E. Helling, Assistant City Manager
Phyllis A. Williams, Civil Rights Specialist
Re: Fair Housing Assistance Program
This is a report on the status of the City of Iowa City's participation
with the Fair Housing Assistance Program (FHAP).
During FY83 the City of Iowa City became a participant of FHAP, a program
under the administration of the U.S. Department of Housing and Urban
Development (HUB). The purpose of FHAP is to provide financial assistance
to state and local agencies charged with the administration of fair
housing law as an incentive for states and localities (such as the Iowa
City Human Rights Commission) to be able to assume a greater share of the
responsibility for administering fair housing laws. The City of Iowa City
was awarded $19,000 to be used primarily for capacity building activities.
At that time the City Council asked that in approximately one year we
apprise you of how we have utilized this funding.
It was the contention of the officials at the Regional HUD office that the
number of housing complaints received by our Commission did not accurately
reflect the amount of housing discrimination occurring. Therefore, one of
our goals was to engage in a variety of public outreach and education ac-
tivities. We also had to investigate all housing complaints within the
time frames defined by HUD and we had a goal to test this community's
housing market.
We first hired a half-time Civil Rights Assistant whose primary
responsibilities are housing related. A copy of the job description
for this position, as well as that of the Civil Rights Specialist, is
attached. Paula Klein was hired during the latter part of FY83 (June
13, 1983). She works 20 hours per week at a current salary of $7.75
per hour. Paula has initiated several community outreach/education
projects and a sampling of these activities are as follows:
a. Designed, wrote, and has given a presentation on the history of
fair housing laws, types of discriminatory practices, the Commis-
sion's role, and present status of housing discrimination. The
public was informed of this presentation and Paula's willingness
to deliver it through the press and through the use of public
service announcements.
Ia8/f
b. Several media outreach and education activities have occurred,
including:
• The placement of two classified ads in several local newspapers.
The ads have been in the papers since November 1983 at a total
cost of $100.05. The first ad tells the community who we are and
what we do. This ad runs until the end of February. The second
ad asked persons in the community to come forward if they felt
they had been treated differently within the area of housing
because of their dependents, sexual orientation or source of
income. We had hoped this ad would further assist us in determin-
ing the number of residents who had housing complaints in these
three areas which are included as protected categories in the
proposed amendments to the City's Non -Discrimination 'Ordinance.
When the Commission held its public hearing some time ago on the
proposed amendments, several persons advised the Commissioners of
problems they had been having with securing or retaining housing
because of their dependents, etc. We thought that since the
proposals are going to be considered soon, we would use a classi-
fied ad to receive more current information on these problems. The
ad, however, yielded no response and was discontinued in January.
• Press releases and public service announcements have been issued
regarding the jurisdiction of the Commission within the area of
housing.
• An interview was held with a reporter from a local newspaper
regarding the Commission's fair housing program.
c. Met with the Iowa City Board of Realtors Affirmative Action Com-
mittee and discussed the status of their affirmative action
marketing agreement.
d. Designed and distributed a poster on housing discrimination.
2. During FY84 two housing complaints have been filed and investigated
thus far. HUD found our timeframe acceptable on both cases.
3. The testing and auditing project is scheduled to begin in March 1984.
An audit is a study done to determine if the quality, content and
quantity of information and services given to clients in a protected
class by rental agents and landlords is different from that given to
other clients. A test is a study done for the same reason as an
audit, but which is initiated by an actual complaint of housing
discrimination and the information gathered is used to substantiate or
refute the complaint.
W/0
The testing and auditing program proposed will be conducted under the
supervision of a coordinator who will send one to three teams of
trained volunteers to approximately 36 rental complexes and/or
landlords. Each team, which consists of one or two people, will be
sent to the same agency at closely -spaced intervals, presenting
similar backgrounds and housing desires. Each .team member will keep
detailed accounts of their experiences, thus providing statistics by
which we can eventually measure the extent and nature of housing
discrimination, as well as the impact and effectiveness of local
non-discrimination laws in Iowa City.
If during the course of an audit, discriminatory practices are identi-
fied, the landlord will be contacted and the violations discussed so
that future infractions of the City's fair housing law will not occur.
After the auditing project has been completed, a report describing the
results will be written and distributed.
Although it is difficult to measure the results or effectiveness of our
housing outreach program, we can compare the number of housing inquiries
and complaints received during the fiscal years of 1982, 1983 and
year-to-date:
Fiscal Year Housing Inquiries Housing Complaints
1982 19
1983 22
1984 12
We have also experienced what appears to be some residual benefits
from our housing outreach program in that an increase in inquiries and
complaints in other areas besides housing has also occurred.
Other (Employment, Public, Accom- Other
Fiscal Year Inquiries modations, Credit) Complaints
1982 129 or 10.7/month 9
1983 141 or 11.7/month 10
1984 124 or 15.5/month 12
In summary, we have been concentrating on the area of housing for the past
six months. Our contract with HUD lasts throughout the current calendar
year. Although we have made some inroads with regard to educating the
public, another 12 months will give us a much better opportunity to
determine if HUD is correct that a substantial amount of housing dis-
crimination occurs in Iowa City. Even if that is not the case, a concen-
tration within this area helps us to become more familiar with our
community relative to the issue of housing.
We strongly recommend our continued participation with FHAP through the
remainder of 1984.
7/1/82
r•
CITY OF IOWA CITY
CLASSIFICATION DESCRIPTION
TITLE: Civil Rights Specialist
BASIC FUNCTION AND RESPONSIBILITY
To receive and investigate complaints of discrimination and coordinate
City W/MBE and Contract Compliance program.
CHARACTERISTIC DUTIES AND RESPONSIBILITIES
Receive, investigate and report on citizen complaints of discrimination.
Provide information or referral in response to civil rights related
inquiries.
Provide staff support to the Human Rights Commission: prepare reports,
write newsletter provide training and coordinate Commission projects.
Assist in the development and implementation of internal City
Women/Minority Business Enterprise and Contract Compliance program.
Monitor legislative and judicial development in the area of civil rights.
Represent Human Rights Commission in various community organizations
• . concerned with civil rights.
it
SUPERVISION RECEIVED
General supervision is received from the Assistant City Manager.
SUPERVISION EXERCISED
None.
QUALIFICIATIONS
Bachelor's degree in personnel management or a related field or an
equivalent combination of education and experience from which comparable
knowledge and abilities can be acquired if necessary.
One year of experience in the field of civil rights is necessary.
Good knowledge of EEO/AA legislation and practice is necessary.
/,;101
CITY OF IOWA CITY
CLASSIFICATION DESCRIPTION
TITLE: 'Civil Rights Assistant
BASIC FUNCTION AND RESPONSIBILITY
I. Definition
The Civil Rights Assistant assists the Civil Rights Specialist in receiving
and investigating complaints of discrimination, particularly those related
to housing and performs other related work as required.
11. Examples of Duties
Investigates routine complaints of alleged discrimination (particularly
housing) by interviewing and corresponding with complainants and
respondents to obtain all relevant information.
Evaluates the information received from individuals and organizations to
determine whether there exists probable cause to believe unlawful
discrimination has occurred. Writes investigative report and indicates
recommended action to be taken on complaint.
Coordinates and attends fact finding/mediation conferences in an attempt
to reconcile differences between complainants and charged parties through
negotiations.
Develops, implements, and participates in various education programs,
particularly those designed to increase the community's knowledge on fair
housing rights.
III. Training and Experience
Requires 2 years college and at least one year of experience in a position
with substantial public contact, preferably in the area of civil
rights/human rights or a related area.
College degree in related area is preferred. Relevant formal education
and/or training may be substituted for the required public contact
experience.
IV. Knowledge and Skills
Ability to acquire knowledge of Chapter 18 of the Code of Ordinance of the
City of Iowa City and the Civil Rights Act of 1968 Title VIII.
Ability to acquire a knowledge of the investigative practices and
technigdes applicable to alleged discrimination.
Ability to obtain pertinent information regarding complaints through
interviewing techniques and to accurately convey that information in oral
and written form.
Ability to keep informed of current trends and developments in equal
opportunity and civil rights particularly within the area of housing.
Occasional travel for training workshops and infrequent attendance at
night meetings is required.
1,;L 8/f
City of Iowa City
MEMORANDUM
Date: June 28, 1984
To: City Council
From: Dale Helling, Assistant City Manager
Re: Complaints of Dumping on Public right-of-way (West Side Ravine)
In response to Council's recent referral regarding the above -referenced
complaint, I have discussed with matter with several City staff members, some
of whom have been in recent contact with Dr. Kamnermeyer. There has appar-
ently been an ongoing concern on the part of one or more neighbors in that
area regarding soil erosion occurring on the public right-of-way portion of
the ravine. Several years ago the City considered placing riprap in some
portions of the ravine. This is the normal practice for addressing problems
such as this. In that instance, however, several other nearby property
owners objected to the placement of foreign materials in the ravine, voicing
a strong concern that this area be maintained in its natural state. No
further was taken by the City at that time.
It appears that various materials have been deposited in certain portions of
the ravine over the years, some of which are probably helpful in retarding
erosion. These would include broken pieces of concrete as well as tree
limbs, logs, and stumps which have either fallen or been cut down and left
there. In addition, there apparently has been some dumping at some point in
the past. There is an old box springs to evidence this. However, there is
little indication that such illegal dumping has taken place in recent years.
More recently, two Chinese Elms were cut down on the public right-of-way near
the lower entrance to Dr. Kamnermeyer's property and adjacent to the U. of I.
Law School parking lot. The City Forester has discussed this matter with Dr.
Kamnermeyer, who has assured the City that it is his intent to replace these
trees with two hearty trees, probably oaks or maples, in the fall of 1984.
Dr. Kamnermeyer is stili concerned about soil erosion in this area. While
the Public Works Director does not feel that the problem is serious at this
time, Dr. Kamnermeyer has been encouraged to contact the City in the event
that the problem becomes worse. We will then determine what action, if any,
should be taken by the City to address the problem.
/sp
cc: Dr. Kammermeyer
N
City of Iowa City
MEMORANDUM
Date: June 28, 1984
To: Iowa City City Council
From: -Richard Webb, Energy Coordinator
Dale Helling, Assistant City Manager
Re: Energy Program Update (City Conservation Fund & Franchise Fee)
The City of Iowa City energy program has evolved over the last six years
as a result of three basic decision crossroads. It may very soon face
another. It is the objective of this brief discussion to review the
energy program history and to outline the forthcoming decision issues.
The first decision on local energy policy that the Iowa City Council made
was to recognize the need to locally manage and plan for energy resource
conservation in a prudent and wise manner. Mr. Ira Bolnick, then Director
of IPIRG (Iowa Public Interest Research Group), voluntarily identified
some simple ways that energy could be conserved at the Civic Center in
mid -1977. Almost a year later Councilmember Carol DeProsse drafted,
presented, and obtained approval for an ordinance that established the
Resources Conservation Commission (RCC). The RCC's duties were rather
broadly defined and remain so today: "The Commission shall exercise broad
responsibility for the development of resource conservation policies and
shall pay special attention to long-range planning and programming" (Ord.
#77-2829). A quarter -time staff position was created to provide assis-
tance to the Commission.
In the spring of 1978, the City's Community Development Block Grant
application proposed an energy specialist to do public awareness and other
energy related programs. The City received the grant and the Energy
Coordinator position was created, a full-time position with a 30% General
Fund contribution. An infra -red heat scanning camera was purchased to in-
ventory residential structures for heat loss and preliminary data for a
community energy plan was gathered. By FY80 the Energy Coordinator's
budget reached $30,000, 70% from the CDBG program.
In FY80 two pilot solar demonstration projects were constructed. A liquid
solar hot water heating system was installed at 742 Dearborn and an
attached passive solar greenhouse was erected at 633 Reno. Both have
given evidence that these types of conservation technologies work well
for the Iowa City area. The open house seminars which followed their
completion were well attended.
The second major decision for the energy program occurred toward the end
of FY80. Discontinuation of CDBG funding, along with a perceived need to
conserve more energy within City government operations turned the program
to focus on internal goals. The City Council authorized funding of the
program totally from the General Fund. The infra -red scanning and
community energy planning activities were dropped. During FY81 walk-
through audits were conducted for all major municipally -owned structures
that were heated or cooled.
1383
Page 2
Energy conservation measures (ECMs) were identified and categorized by
cost of implementation, and paybacks were calculated. Follow-up moni-
toring visits since FY81 have indicated that a significant majority of
those ECMs categorized as "no -cost" and "low-cost" (less than $400) have
been implemented. For example, of eight larger buildings chosen on the
basis of consistency of use and availability of energy data, 44 no -cost
and 118 low-cost conservation measures were identified, mostly habit
changes and mechanical system adjustments/improvements. Of those 68 (42%)
have been documented as completed in the follow-up visits. The total cost
of these measures was under $3,500. This does not include the approximate
$50,000 cost for Civic Center HVAC system improvements which replaced an
obsolete system.
More important than raw numbers, however, is the degree to which these
measures have improved the respective buildings' energy efficiency. The
most common evaluation process used to identify increased energy effi-
ciency is the Efficiency Index (EI) -total energy divided by total
building square feet which is then divided by weather degree days. For
the same eight larger buildings considered above, the average E.I. for
FY80 was 32.22. In FY83 the E.I. had been reduced to 20.59, an efficiency
increase of 36% which translates into an FY83 savings of $44,960 based on
weather and then current energy costs. This represents the annual savings
for only eight of the City's 22 heated and cooled structures of over 1,000
square feet in size, and the savings from minimal levels of investment.
Additionally, it represents the savings of one fiscal year only. FY84
savings will be larger because utility costs have increased 20% so far. A
majority of the no -cost measures have been completed. Divisions can
continue implementing low-cost and capital -cost ECMs, but only with some
additional financial support.
The City's conservation investment during FY81 and 82 in the energy
program has more than returned itself. However, because many of these
measures are habit changes or maintenance programs and because personnel
changes occur over time, continuous monitoring visits are warranted to
prevent any erosion of accomplishments.
In FY83 the Energy Coordinator was reduced to a half-time position. This
decision signified the third major policy decision for the energy program.
Audit monitoring visits and Resources Conservation Commission staffing are
the primary purposes now. In addition, monthly Efficiency Index reports
to all user divisions have been initiated. However, this leaves little or
no time for documenting savings on special projects, evaluating capi-
tal -intensive conservation measures, or providing any public informa-
tion/outreach. The fourth energy policy decision the City Council may
face very shortly will involve both the City government energy program as
well as a community focus on energy issues. As previously mentioned, City
departments and divisions could greatly improve their rate of implementing
low-cost and capital -cost conservation measures if additional funding
were available. This could be accomplished with a reserve fund in the
Energy Conservation budget. Any disbursement could be individually
approved by the City Manager provided that the conservation measure has a
significant payback and represents a successfully tested technology. The
attached analysis of Fire Department apparatus room heating retrofits has
such payback potential. The attached letter from Police Chief Miller on
the Animal Shelter regarding an overhead door replacement is another
example of the need for seed money to implement cost effective ECMs.
(R93
Page 3
The community focus involves the soon to be renewed electricity and
natural gas franchise. The energy element of municipal and commu-
nity/economic development should be further emphasized and its importance
in local growth recognized. At the 1% of revenues level, a franchise fee
would be sufficient to fund and staff the above discussed municipal
program (remembering that City conservation is indirect public conserva-
tion) as well as a community focused program. An outline of conservation
programs identified by the ad hoc Franchise Committee is attached.
Obviously, an affirmative stance on the franchise fee issue represents a
Council philosophy that would return the energy program, in part, to that
of having community -oriented goals. This would be a positive move in light
of ever-increasing energy costs and increased local energy awareness.
While Council would not want to make any long-term decisions regarding the
future direction and scope of the energy program until final determina-
tions are made on the issue of a franchise fee, there are higher cost ECMs
already identified which will yield a significant payback and future
savings. These should be implemented, with discretion, as soon as
possible. An appropriation for financing these measures would be cost
effective, even if no franchise fee revenue becomes available. This will
be raised during budget discussions for FY86. In addition, Council is
encouraged to consider an amendment to the FY85 budget for this same
purpose.
The City has recently received from Iowa -Illinois Gas & Electric refunds
totaling $67,018.06 for all City operations. This is unanticipated
revenue of which a portion (or all) could be set aside to finance the ECMs
referred to above. The amount receipted into the general fund is
$29,247.55, while various enterprise funds will receive amounts ranging
from $26,049.08 (Water) and $7,677.26 (Pollution .Control) to $38.84
(Assisted Housing).
The revenue from these refunds receipted into enterprise funds could be
placed in reserve for funding ECMs in those divisions only while the
remainder could be appropriated for those which are identified in divi-
sions operating out of the general fund. All expenditures would be
approved by the City Manager and none would be appropriated until a new
Energy Coordinator is on board and available to verify cost-effectiveness.
It is anticipated that a new Energy Coordinator will be employed and
working by early August. In the interim, if Council is interested in this
funding concept, time can be scheduled for informal discussion during
July. Staff recommends that Council seriously consider this option.
It is interesting to note that the per unit cost for natural gas rose 128%
from FY78 to FY83, while the City's expenditures rose only 91%. For
electricity the per unit cost rose 89% for the same period, while the
City's cost rose 100%. Neither of these figures takes into account any of
the expansion of facilities and services during that time, such as
lighting, heating, and air conditioning for new buildings, additional
street lights and traffic signals, increased volumes of water and waste-
water treated, acquisition of a City computer, etc.
bdw/sp
W
City of Iowa City
MEMORANDUM
Date: November 7, 1983
To: Dale Helling, Assistant City Mana r
From: Richard Webb, Energy Coordinator
Re: Energy Analysis of Fire Department Apparatus Rooms
As a result of tremendous heating inefficiencies present in the Civic
Center Fire Department apparatus room area, I was requested to investigate
the savings potential and return -on -investment for a radiant heating
system retrofit. After consultation with Co -Ray -Vac infrared radiant
heating representatives it was determined that a $4,100 investment would
yield a 52% utility cost reduction of the apparatus room area. This would
require replacing the present electric blower, receiving steam from the
main basement boilers, with a self-contained natural gas fueled radiant
system.
In addition, if three-inch thick (Thermal -Seal or equivalent) insulated
overhead doors were installed the annual heating costs could be reduced
another 12%. For a $10,700 outlay the collective return -on -investment
calculates to 6.1 years. This is tabulated in the attached Proposal
Summary.
Under normal operating conditions the new conservation measure products
here discussed should easily last 20 years with no major maintenance
costs.
As a result of the positive finding I performed similar studies on the
Southeast and West side fire station apparatus rooms.
The West side fire station is heated by two conventional., forced hot-air
furnaces. The apparatus room area is heated from a 200,000 BTU/hr. unit
(55% of natural gas load). This furnace, if replaced with a radiant
heating system at an estimated cost of $3,700, would reduce the apparatus
area heating cost by $505/yr., resulting in a 5.9 year return -on -
investment. In other words, this means a 31% reduction in the entire
structure's natural gas costs.
I also investigated the impact of adding six inches of attic insulation
and installing two (Thermal -Seal or equal) three inch insulated overhead
doors. The capital expense for these measures are estimated at $4,200
which would reduce the natural gas costs by $263.00, or 16%. The return -
on -investment would be 10.5 years.
If both the heating retrofit and structural improvements are implemented
the first year savings amounts to $621.00 and a total gas bill reduction
of 38%.. The return- on -investment occurs in 9.0 years.
The Southeast fire station apparatus room is heated by a suspended unit
heater sized at 150,000 BTUs/hr (44% of the building's natural gas load).
a$3
2
If the unit heater were replaced by a similar type radiant heating system
the amount of first year savings is determined at $411.00 with a payback
of 9.0 years and a structural fuel savings of 27%.
Then factored in were the effects from installation of ceiling insulation
and similar type overhead doors to an otherwise radiant heated space. The
added investment results in a 10.5 year return- on- investment, and a total
natural gas consumption reduction of 32%, or $486/year.
If funding is not available for the realization of all the above
discussed, I recommend that the investments with the shorter return -on -
investment be made. This means the Civic Center, then the West Side
Station, etc. If the investment level is less than $10,700 then the
heating retrofits of the Civic Center and West side station, respectively,
should be implemented.
Should I be of further assistance in answering any questions please let me
know.
cc: Structural Audit Files
bj/sp
�ag3
ENERGY CONSERVATION MEASURES -
PROPOSAL SUMMARY ; Apparatus
Rooms , I.C. Fire Dept.
E.C.M.
FUEL /
SAVINGS
STRAIGHT-LINE
RETURN -ON-
yrs
COST
1st YR.
PAYBACK (no
INVESTMENT
9.0
yrs
fuel cost inc.)
(B;% fuel cost
1983
dollars
increases)
CIVIC CENTER APPARATUS
ROOM
no change
$2,185
-
-
Radiant
Heaters
$1,021
$1,134(52%)1
3.6 yrs
3.3 yrs
Overhead
Doors
$1,671
$514(23%)
12.8 yrs
9.1 yrs
Combined
$781
$1,404(64%)
7.6 yrs
6.1 yrs
no change
WESTSIDE FIRESTATION
$896 (55% of $1,630 total 1983 building gas bill.)
Radiant
Heaters $391 $505(31%)2 7.3 yrs 5.9 yrs
Overhead
Doors &
Insulation
Combined
$633
$263(16%)
16.0
yrs
10.5
yrs
$275
$621(38%)
12.7
yrs
9.0
yrs
SOUTHEAST FIRESTATION
no change $670 (44% of $1,520 total 1983 building gas bill.)
Radiant
Heaters $259 $411(27%)2 9.0 yrs 7.0 yrs
Overhead
11/83
E.C.M.
COST
$4,100
$6,600
$10,700
$3,700
$4,200($3,800
and $400)
$7,900
$3,700
Doors & g476 $194(13%) 22.2 yrs 13.0 yrs $4,300($3,800
Insulation and $500)
Combined $184 $486(32%) 16.5 yrs 10.5 yrs $8,000
1 - Represents the percentage reduction from the apparatus area
estimated gas cost.
2 - Represents the percentage reduction in the total building gas bill.
1393
City of Iowa City
MEMORANDUM
DATE: March 5, 1984
TO: Richard Webb, Energy Conservation Coordinator
FROM: Harvey D. Duller, Police Chief Ox\
RE: Replacement of Garage Door at Animal Shelter
Over the past several months the replacement of the garage
door at the Animal Shelter has been of concern. The pre-
sent door is a major factor in contributing to heat/cool-
ing loss in the building. Replacing the present unit with
an insulated door would greatly enhance the energy efficiency
within the building.
It was my understanding that a budget would be established
in fiscal 185 to finance projects that would contribute to
energy conservation in City operations. Consequently, in
anticipation of this budget line, I did not include replace-
ment of this door in the 185 fiscal year capital improve-
ment program of the Police Department or the Division of
Animal Control.
cc: Bev Horton, Supervisor, Animal Control
103
Building
(audit date)
Recreation
EIGHT MAJOR BUILDINGS
ENERGY CONSERVATION MEASURES SUMMARY
E.C.M. E.C.M. E.C.M. Identified
Identified Implemented Cost Savings
N -L -C(1) N -L -C(1)
Center
5-17-9
3-4-2
$1,838
$ 4,888 (2)
(9-81)
Civic Center
11-44-3
9-5-0
$15
$28,514 (2)
(11-81)
(+$50,000
in FY81)
Cemetery
1-5-2
1-4-0
$408
$ 1,037 (2)
Office
(2-82)
S.E. Fire
8-6-4
8-1-0
$50
$ 524 (2)
(8-81)
West Fire
7-10-1
6-4-0
$550
$ 835
(4-82)
Animal Shelter
3-18-3
2-7-0
$70
$ 1,793
(9-81)
Park Maint.
7-16-3
6-10-0
$450
$ 853
(3-82)
Municipal
2-2-2
2-2-1
$95
$ 6 515
Service Bldg.
44-118-27
31-37-3
$3,475
44,
(1) References
to no -cost,
low-cost (less
than $400),
and capital -cost
measures.
(2) Cost of energy for this
specific account used. In all others the
average City total cost
was used.
IRS3
FRANCHISE: RENTAL FEE PROPOSED USES (2nd Revision)
as discussed in Ad-hoc Franchise Committee
A) WEATHERIZATION -
An activity for the purpose of assisting existing housing programs,
and/or establishing new programs as needs are identified, to reduce
the amount of residential energy consumption. Proposals range from
existing program assistance grants to low interest loans to conven-
tional loan interest subsidies.
B) APPLIANCE ASSISTANCE -
An activity aimed at compensating household appliance purchasers for
the retail price difference between popular, lower efficiency appli-
ances and higher efficiency (initially more expensive) appliances.
The goals of this activity are: (1) to provide the broadest possible
level of participation, and (2) to provide the incentive for higher
efficiency appliances.
C) LOW ELECTRICITY USE REBATE (Rate 9) -
An activity aimed at encouraging long-term electrical use reductions
by providing rebates to Ia.-Ill. electricity customers on residential
rate 9 (less than 15 kwh/day averaging the highest two months of the
four summer months). Unlike other homeowner activities, this program
will primarily benefit the renter housing segment, as well as some
small -home owners.
D) REBATES FOR SELF -INITIATED (I.R.S.) -
An activity based upon the submission of evidence of investment (paid
invoice or I.R.S. Form 5695) whereupon direct cash rebates are awarded
for portions of the conservation measure costs - from weatherization
to renewable technologies.
E) 1 - TRANSIT FARE SUBSIDIES/2 - UNDERGROUND FUNDS
1 - An activity whose goal is to forestall or reduce the amount of
impact on transit ridership of future fare increases.
2 - An activity for the purpose of subsidizing incurred electrical
service extension costs resulting from the imposed undergrounding
district established in the electric utility franchise. Primarily
invisioned to benefit commercial rate customers where the underground
district is imposed.
F) STAFFING -
Utility Specialist.
1% of Gross Revenues (1982) $215,075
City of Iowa City
/d%3
City of Iowa City
MEMORANDUM
Date: June 29, 1984
To: City Council and City Manager
From: IRB Staff Review Committee
Re: Staff Review of the IRB Policy
The Staff Review Committee has reviewed the IRB Policy and now submits the
attached revised policies and application packets for your review. Those
serving on the Staff Review Committee were Andrea Hauer (Department of
Planning and Program Development), Dale Helling (Assistant City Manager),
Bob Jansen (City Attorney), Lyle Seydel and Doug Boothroy (Department of
Housing and Inspection Services) and Rosemary Vitosh (Department of
Finance).
Please note that a Congressional Conference Committee has finalized a
compromise bill that deals with IRB regulations and is currently being
considered for approval by the House and the Senate. Although approval is
expected soon, it may take some time to interpret the final legislation.
Therefore, the Committee recommends that the City Council 'consider
deferring any final decisions on the IRB Policy until the impact of the
new legislation is known. Two members of the Staff Review Committee will
be attending a seminar on the new legislation on July 11, 1984. This
seminar is being coordinated by the National League of Cities and is a
briefing session on the new Tax Reform Act.
The current Policy and application packet is attached as Exhibit A. It
was originally written to apply to all types of projects. It included
individual policies for two types of projects - commercial projects and
industrial projects (Sections I -E and I -F, respectively). The commercial
projects cover those projects permitted by the Urban Revitalization Act
which includes housing projects. Since housing projects serve different
public purposes than commercial projects, a separate policy for housing
projects has been needed.
It was also necessary to modify the application form. The original
application form was used for all types of projects and was often confus-
ing to applicants because all items on the application form were not
applicable to all projects. Therefore, a separate policy and application
packet has been developed for each type of project. Those are attached as
Exhibit B (Commercial Projects), Exhibit C (Industrial Projects) and
Exhibit D (Housing Projects).
All policies include the statements that "it is the City's intention to
issue IRBs to serve the public purposes described herein for the overall
benefit of Iowa City. It is not the City's intent to issue IRBs solely to
decrease the cost of the project." The public purposes originally listed
for each type of project were to be used as guidelines for determining the
project's overall benefit to Iowa City. They were not absolute require-
ments and each project did not have to meet the guidelines of every public
purpose to be considered in the best interests of the City. In the past,
the City Council's decision on whether to issue bonds has been based upon
whether the project has met sufficient public purpose guidelines which
demonstrated the project's benefit to the City.
The Staff Review Committee considered the inclusion of mandatory require-
ments for IRB -funded projects. These requirements would be applied to all
projects or determined on an individual basis by Council. Such require-
ments would be written into the loan agreement between the City and the
project owner. These requirements, or conditions, would then have to be
monitored for compliance over the term of the bonds. It would also
necessary to include some sanctions in the loan agreement should
non-compliance occur.
Compliance monitoring could be handled by either the City (a compliance
officer could be appointed) or the trustee. In all IRB issues, a trustee
is appointed who is responsible to coordinate the release of funds as
construction occurs, the receipt of loan payments from the project, the
payment of principal and interest on the bonds and monitor compliance with
the conditions of the loan agreement. The trustee's fees are paid by the
project owner.
The Committee does not recommend the use of mandatory requirements which
would be applied to all IRB projects for four reasons. First, such re-
quirements create the need to monitor compliance over the term of the
bonds. This could extend up to 20 or 30 years and could be very costly to
administer. Either the City or the trustee could assume the task of
monitoring. This, in itself, could be handled, but what could signifi-
cantly increase the time spent in monitoring is the followup and investi-
gation on complaints of non-compliance. With the proposed federal limit
on the amount of IRBs which can be issued, Iowa City may find itself, in
the future, issuing IRBs on a competitive basis. This means that the City
may be selecting from among several applicants for bond issues, it is not
difficult to imagine that some applicants who don't get the IRBs will be
watching those who do for any signs of non-compliance. The monitoring has
the potential to turn into a costly, administrative nightmare.
Second, the monitoring of compliance alone is not sufficient. Sanctions
or penalties must be provided for noncompliance. Monetary penalties or
the acceleration of repayment of the bonds could be used. Collection of
penalties or accelerated payments could be very difficult in some cases.
Enforcing the sanctions could require litigation to prove that a contrac-
tual agreement had been violated. The City cannot threaten the loss of
the bonds' tax-exempt status since that is determined only by the Internal
Revenue Service's regulations. It would be extremely difficult to come up
with penalties that were effective without being overly severe or diffi-
cult to impose. The potential of penalties may affect the marketability
of the bonds.
Third, the more the City is involved in monitoring the operation or
construction of a project, the greater the potential liability which may
be assumed by the City. In our lawsuit -happy society, the City is a
prime target if the slightest thread of responsibility can be found in
property damage or bodily injury cases.
Fourth, the IRB process is now regarded as being complex and full of red
tape. The addition of mandatory requirements and penalties could serve to
further discourage applicants and potential development. The difference in
interest rates for conventional financing versus IRB financing has
narrowed, making the cost savings less for IRB financing. Mandatory
requirements and penalties may serve to lessen the benefit/savings even
further and discourage potential development. If a project provides some
benefit to the comnunity, that is better than if the project did not occur
at all and there was no benefit derived.
It should be noted that it is possible for the smaller projects to obtain
financing which is similar to IRBs from the State Finance Authority
through the Small Business Loan Program. The majority of the IRBs that
Iowa City has issued for commercial and housing projects would be eligible
for financing under this state program. If the City becomes too restric-
tive with its IRB issues, the Small Business Loan Program could provide
similar financing which would permit businesses/developers to avoid having
to deal with the City.
The City's policy in the past has been to issue IRBs for those projects
which have been shown to provide sufficient public purpose and are
therefore in the best interests of the City. The Committee recommends that
this continue to be the basis of the City's IRB Policy and that IRB's be
used to stimulate and encourage development in Iowa City. In addition,
the City should retain the right to apply reasonable specific requirements
for individual projects as needed.
PUBLIC PURPOSES
Commercial Projects
The current policy (Exhibit A) lists five public purposes for commercial
projects and other projects permitted by the Urban Revitalization Act
(this included housing projects) on page two, Section 5. The new policy
for commercial projects (Exhibit B) lists nine public purposes on page
two, Section 5. This new policy does not cover housing projects since a
separate policy was developed for housing projects.
The first five public purposes (a -e) remain relatively the same as those
in the current policy with the addition of some wording changes for
clarity purposes. Two of the additional four public purposes include (f)
improving structural access for handicapped accessibility, and (g)
promoting energy conservation. Both of these are self-explanatory.
Also added was the public purpose which provides for-profit health
services (h). This public purpose limits for-profit health services IRB
projects to the Urban Revitalization area as designated by the City. The
State Code permits such projects anywhere within the city limits, but the
Committee felt that IRBs issued for such projects serve little public
purpose unless they are located in the Urban Revitalization area where
they will enhance and strengthen that area.
The last public purpose (i) added was the extent to which the construction
workers on the project are drawn from the Johnson County labor pool. It
was not felt advisable to restrict the construction workers to only union
labor since that could require hiring out-of-town labor in some instances.
The priority should be to encourage employment of the local labor force.
Industrial Projects
The current policy lists four public purposes for industrial projects on
page four, Section 5. The new policy for industrial projects (Exhibit C)
lists six public purposes on page two, Section 5.
Public Purpose a as listed deals with creating or preserving existing
employment opportunities. It has been expanded in the new policy to
emphasize the desirable employment of specific groups. Public purposes b,
c and d are similar to those found in the current policy but have had some
wording changes for clarity purposes.
Public purposes a and f are similar to those listed for commercial
projects.
Housing Projects
The new policy for housing projects lists eight public purposes. These
public purposes were developed expressly for housing projects and are
self-explanatory or are similar to public purposes used for commercial
and/or industrial projects which are explained above.
If the City's objective is to encourage additional low-income housing, the
use of IRB financing is not the most effective way to accomplish that
objective. Instead, the City should consider additional public housing
projects or other financing techniques. The Committee has done a prelimi-
nary review of Chapter 403A of the Iowa Code which permits the issuance of
bonds for public housing projects. In addition, the new Tax Reform Act
extends the authority to issue mortage revenue bonds for another three
years. These may be additional sources of funding for housing projects
and will be investigated further by the Committee.
The Committee did consider the suggestion of setting a requirement
regarding the number of low-income units. After a great deal of review,
the consensus was to not recommend such requirements based upon the
following reasons:
Requirement would need to be monitored for the term of the bonds which
could be up to 20 or 30 years. In addition, penalties or sanctions
would need to be identified. Such penalties would be difficult to
administer and may discourage applicants for IRBs for housing pro-
jects.
2. It would not be possible to monitor the units by requiring that those
units be placed under the City's Assisted Housing Program because the
City cannot guarantee that it will always have available openings in
that program.
LAI/
3. An increase in percentage over the 20 percent now mandated by the
Internal Revenue Service could jeopardize the financial feasibility of
projects and/or could cause the non -low-income units to be priced
higher than usual in order to subsidize the rents on the low-income
units.
4. The more restrictive the policy, the more chance that applicants may
be discouraged from using IRBs for projects of this type. Criticism
has been raised regarding the fact that IRB -funded projects do not
provide sufficient low-income housing opportunities/units. It cannot
be overlooked that the IRBs which have been issued to date have
provided 33 low-income units; that's 33 more units than would probably
have been available without the IRB financing. Obtaining some public
benefits from IRBs is much better than discouraging applicants for
IRBs and ending up with no public benefits at all.
REVISIONS CONSIDERED BUT NOT INCLUDED IN THE POLICIES
The following recommended or suggested revisions were reviewed by the
Staff Review Committee. These revisions were taken from comments received
at the public meeting held regarding the IRB policy and/or at public
hearings held on specific IRB projects. The Committee decided not to
recommend these items in the revised IRB Policies.
In a housing project, the percentage of units which are required to be
occupied by low-income tenants should be applied to all size units:
this item means that instead of using 200. of all units, it should
instead be 20% of all one -bedroom units, plus 20% of all two-bedroom
units, and 20% of all three or more bedroom units. IRS regulations
require that the 20% be applied to the total units in the project.
This has resulted, in Iowa City, in only one -bedroom units being
designated as low-income units. Lyle Seydel, Housing Coordinator,
confirms that in his housing program, the greatest demand is for
one -bedroom units in the downtown area where the IRBs may be issued;
there is a smaller demand for the larger units. The Staff Review
Committee does not recommend applying the percentage to all size units
as the most critical need (for one -bedroom units) is being met under
the current policy.
2. Any contractor who builds with IRBs should be required to comply with
the federal HUD guidelines which prohibit discrimination in employment
practices: the Committee does not recommend adding this requirement as
the City's current Human Rights Ordinance already prohibits such
discrimination and is in fact more restrictive than the HUD guide-
lines. Staff is not aware of any past problems in this area on IRB
financed projects.
3. The contractor should be required to follow HUD regulations in regards
to guidelines for construction materials: the Committee does not
recommend adding this requirement as all construction projects in the
City must be in compliance with the City building code which prohibits
the use of shoddy construction materials.
Idgq
4. Require projects to use union labor: the Committee recommends that
the City encourage that the labor force be drawn from the Iowa
City/Johnson County labor market instead of limiting it to just union
labor. In a few instances, the use of only union labor could require
hiring some out-of-town laborers.
5. The contractor should be required to follow federal wage standards for
IRB Projects: this, in effect, would require the use of Davis -Bacon
wages which would increase project costs. City experience on projects
which had to comply with Davis -Bacon wsge standards have shown in-
creases in labor costs of up to 20%. Therefore, the Committee does
not recommend adding this requirement.
6. All projects should be competitively bid: the Comnittee does not
recommend this requirement because, in the City Attorney's opinion,
such action could be easily challenged as it would attempt to impose
public bidding requirements on private businesses. Since the State
code does not authorize public bidding, the imposition of this
requirement could affect the marketability of the bonds.
In summary, the biggest concern of the Committee was the over -encumbering
of the process to the extent that:
Projects would become financially infeasible.
2. Potential applicants would be discouraged due to the complexity and
restrictions of the process.
3. A costly compliance monitoring program would need to be developed
which could easily outweigh the benefits derived from the program.
TOTAL AGGREGATE AMOUNT OF ISSUED IRB'S
Limitations exist in IRS regulations on the amount of bonds which may be
issued per project by a governmental unit. The new Tax Reform Act
contains limitations or caps by State on the amount of IRBs which may be
issued annually. Since this legislation is not yet finalized, it is
premature to make a final decision on any local limitations. However, the
policies do contain a revised guideline which is discussed below. In the
City's original policy, the total amount of outstanding IRBs was set at 5%
of the total assessed valuation. The Council's intent was to establish
this amount as a guideline which could be reviewed and increased at any
time in the future.
The revised policies include a percentage for each type of project.
Commercial is set at 3%, Housing at 3% and Industrial at 5%. The Indus-
trial limit is higher due to the fact that industrial projects are usually
more costly than the other projects. Currently the amount of outstanding
and pending issues are as follows:
Commercial
Housing
Industrial
I
0
Bond Issues:
$ 11,285,000
$ 7,450,000
$ 35,126,610*
Pending Issues:
S --
$ 900,000
$2,200,000
*This is net of the Mercy Hospital refunding bond issue since it was not a
new project.
3% of total assessed valuation equals $33,739,672 and 5% equals
$56,232,786.
TIMING OF APPLICATION REVIEW AND PROCESSING
Timing quite often becomes a problem in the processing of applications for
IRBs. It is not unusual for an applicant to expect immediate action by
the City Council when they submit their application. It has been City
policy to have the application reviewed by staff and by Design Review (if
applicable) prior to submission to the Council. This review can take two
to four weeks. In addition, there is often a problem with receiving
agenda items from the applicant's bond attorney in time to permit adequate
review by staff and the City's Bond Attorney prior to preparing the item
to go on the Council meeting agenda. The Committee requests that the City
Council and the City Manager support them in allowing sufficient time for
the proper processing and review of materials. This could include the
possible deferring of the placement of items on the Council Agenda if they
are not received on time. The Policies very clearly state the time
limitations which must be followed by the applicants.
The procedures in the policies have been revised to permit the public
hearing on any IRB issue to be adjourned to the next scheduled Council
meeting. At that next meeting, the resolution to proceed with the bond
issue will be considered. This will avoid having the public hearing and
the resolution to proceed scheduled for the same meeting.
Members of the Staff Review Committee will be at the July 2 informal
Council meeting to answer questions on the revised policy drafts.
Isp
iasq
,46
INDUSTRIAL REVENUE BOND POLICY AND PROCEDURES .�
R THEOF IOW CITY,-IOWA d �?
NDUSTRIAL PROJECTS `
I. POLICY
A. INTRODUCTION
Chapter 419 of the Iowa Code grants authority to incorporated cities to issue
Industrial Revenue Bonds (IRBs) for certain private enterprise projects (Section
419.1(2)). All IRBs issued pursuant to Chapter 419 are limited obligations of
the municipality, with the principal of and interest on such bonds payable
solely out of the revenues derived from the project.(Section 419.3).
B. INTENT
The intent of this policy is to provide an organized and consistent approach to,
and mechanism for, the evaluation and processing of Industrial Revenue Bond
requests. This policy statement will provide an outline of how an IRB request
would be considered by the City Council. It should be emphasized that the
intent of this policy is to assure that each IRB issue is in the best interests
of the City, and will assist in the implementation of private projects which
will improve and enhance Iowa City. The City is in noway obligated to issue an
IRB upon an applicant's request, but will evaluate each application based on the
criteria set forth herein.
C. LEGAL COMPLIANCE
All procedures leading to the issuance of an IRB, as well as the applicant's
utilization of the proceeds from any IRB issue, shall be in compliance with
applicable federal, state, and local laws, and the policies and requirements
contained herein. The responsibility for compliance shall in all cases rest
with the applicant. The only covenant or warranty which the municipality shall
be required to make in connection with the proposed IRB issuance, either to the
applicant or to any other interested party, is that said municipality is a
corporation or political subdivision of the State of Iowa, organized and
existing under the laws of said State.
O. APPLICANT'S RESPONSIBILITIES
Except as hereinafter provided, and except as required by law, it shall be the
applicant's responsibility to provide all necessary documents, forms, and
related materials, and to advise the City and other parties of all required
actions.
E. PUBLIC PURPOSE
It is the City's intention to issue IRBs to serve the public purposes described
herein for the overall benefit of Iowa City. It is not the City's intent to
issue IRBs solely to decrease the cost of the project.
F. POLICIES APPLICABLE TO INDUSTRIAL PROJECTS
1. Consistent with state law, the City will consider issuance of IRBs for
industrial projects as follows:
121
;a
(a) Certain non-profit hospitals, clinics, and other non-profit health
facilities (see Chapter 419.2);
(b) Manufacturing or agricultural facilities that process, and/or assemble
products which are especially appropriate for office/research park
uses;
(c) National, regional, or divisional offices of a company;
(d) Commercial enterprises in storing, warehousing, and/or distributing;
and
(e) Pollution control facilities for industry, commercial enterprises, or
utility companies.
2. A project utilizing an IRB must be located within the legal boundaries of
the City.
3. The City will use the information provided by the applicant in the IRB
Application Form to evaluate the proposed project in terms of fulfillment
of the goals and objectives contained in the Co'rehensive Plan U date.
Such evaluation will consider the impact of the pro,lec on ie provision o
municipal services.
4. In order to evaluate a project's risk, the City requires that the appli-
cant., prior to application, make a substantial good faith effort to obtain
conventional financing upon such reasonable terms and conditions as prevail
in the market place at that time. Such good faith effort should take the
form of at least two letters or other documents stating the applicant has
made a good faith effort to obtain conventional financing. If such
financing is not available, the letters or documents should state those
reasons for the unavailability of financing.
5. The City will consider and evaluate applications for IRBs on the basis of
the following public purposes to be served through the issuance of IRBs for
industrial projects. The application must provide documentation that the
following public purposes are being served with the issuance of an IRB:
a. The extent to which the proposed project will:
(1) preserve existing employment; or
(2) create new employment opportunities for low- and moderate -income
residents, those currently enrolled in a government-sponsored job
training program, recent community college and university
graduates, and/or others.
b. The extent to which the proposed project will increase the current
property/building valuation.
c. The extent to which the proposed project will enhance and strengthen
the City as a manufacturing location and complement existing busi-
ness.
I?Sy
3
d. The extent to which the proposed project will upgrade and improve
structures, improve site accessibility and usefulness, and otherwise
provide for the public health, safety and welfare.
e. The extent to which workers who are employed in the construction on
the proposed project are drawn from the Johnson County labor pool.
f. The extent to which the proposed project will promote energy conserva-
tion.
6. The total aggregate amount of IRBs outstanding at one time shall not exceed,
for industrial projects, 5% of the total assessed valuation of Iowa City.
7. The City reserves the right to select applications on a competitive basis.
ON
4
II. PROCEDURES
Requirements
1. It is in the public interest that the issuance of IRBs be made only after the
City has been fully informed concerning the application, its current status and
future plans; the protection of the City's interests require thorough investiga-
tion of any request for IRBs.
2. The applicant will be required to submit certain information and assume the cost
of the City's review and issuance of the IRBs.
3. Matters of confidentiality for public disclosure, relating to the applicant or
his/her business, shall be honored to the extent that such information withheld
is not required as a matter of law.
4. If the applicant retains its own legal counsel to prepare Council proceedings
and legal documents, all such proceedings and documents must be reviewed and
approved by the City's bond counsel.
5. The applicant must not incur any project costs other than those authorized by
the Internal Revenue Code prior to the preliminary approval (Memorandum of
Agreement) being authorized by the City Council.
6. The City Council reserves the right to deny any application for financing at any
state of the proceedings prior to adopting the resolution which authorizes
proceding with the issuance and sale of the bonds (this resolution is considered
following the public hearing on the bond issue).
7. All applications, supporting materials and documents shall remain the property
of the City.
B. The applicant shall adhere to the following procedures in submitting a request
and application to the City for the issuance of Industrial Revenue Bonds.
Application and Review Procedures
1. Any person or firm desiring to request that the City of Iowa City issue IRBs
shall first secure a copy of the City's Industrial Revenue Bond Policy and
Procedures.
2. A written request accompanied by the application form, the required supplemental
information and a non-refundable deposit shall be submitted to the office of the
Director of Finance. The amount of the deposit will be defined by the Director
of Finance based upon an estimate of the City's costs associated with an
Industrial Revenue Bond issue. The applicant shall agree to reimburse the City
for all expenses which exceed the deposit amount and which result from the
review and evaluation of the request including but not limited to administra-
tion, legal counsel, consulting costs, printing, publication costs and all other
incidental costs or fees.
3. Following the receipt of the written request, the application form, the supple-
mental information and the deposit, the City Manager will notify the City
Council of the request and staff will review the project.
easy
In those instances when circumstances dictate review which requires expertise
beyond that of the City, the proposal will be submitted to an independent
consultant hired by the City. Before this expense is incurred, the applicant
shall be notified and given an opportunity to withdraw its application.
4. The Staff shall prepare a recommendation on the advisability of the issuance of
IRBs to be presented to the City Council at its next regularly scheduled meeting
following completion of the staff review. When possible, this review will be
completed within 30 days from the receipt of the request. It is not possible to
expedite this process. The Council will not take formal action on the request
until the review has been completed.
5. The City Council will then take preliminary action to approve or deny the
applicant's request to issue bonds. If such preliminary approval is granted,
the Memorandum of Agreement will be executed.
If the applicant retains its own legal counsel to prepare Council proceedings
and legal documents, all such proceedings and documents must have been reviewed
and approved by the City's bond counsel and then received by the Director of
Finance seven days prior to the Council meeting in order to be included on the
agenda of that meeting. Any proceedings or documents received late will not be
added to the Council Agenda.
6. The applicant should then request that the City Council schedule a Public
Hearing on the proposal to issue the bonds. The Public Hearing provides the
opportunity for any member of the public to speak for or against the bond
issue.
7. The public hearing should be adjourned to the next scheduled Council meeting at
which time the City Council will then vote on a resolution to determine whether
or not to proceed with the issuance and sale of the bonds. If such approval is
received, the applicant may then proceed with the preparation of final docu-
ments.
8. The City will review all final documents and if the terms are mutually agree-
able, the City Council will authorize final approval of the terms, execution and
delivery of the bonds.
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INDUSTRIAL PROJECT REQUEST
APPLICATION FOR INDUSTRIAL REVENUE BOND FINANCING
IOWA CITY, IOWA
Note: Three complete copies of this application form and all attachments must be
submitted. All materials submitted with this application msut be legible and
suitable for copying.
I. APPLICANT INFORMATION ("Applicant" refers to the proprietor, general partner or
corporate officer signing this application):
Street Address
City, Statean ip Code
Telephone
II. BUSINESS INFORMATION:
A.
B.
Name of Business
Current Address of Business
City, State and Zip Code
Telephone
Proposed Address of Business
City, Statean Zip Code
Type of Business Date Esta s e
easy
ri
III. PERSON WHO SHOULD BE CONTACTED FOR ADDITIONAL INFORMATION:
Telephone
Address
City, State and Zip Code
IV. Reason for IRB Application/How will IRB financing enhance your project?
V. Information about Management (List the name of all owners, officers, directors,
and/or partners. Provide the percent of ownership and the annual compensa-
tion.):
Name and Title of Ownership
Address
Name and Title of Ownership
Name and Title % of Ownership
i
Address
Name and Title of Ownership
Address
VI. Project Cost and Funding
Complete and attach Exhibit A.
VII. Attachments to be Provided (blank exhibit forms should be utilized):
1, Exhibit B, Supplemental Information.
2. Exhibit C, Brief History of Business.
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8
3. Exhibit D, Description of educational, technical and business background
for all people involved in ownership or management of the business.
4. Exhibit E, Personal History Statement - one must be submitted for each
stockholder (20% or greater ownership), partners, officer and owner.
5. Exhibit F, Personal Financial Statement one
must
nettba dt d for toreach
er
stockholder (20% or greater ownership), partner, propr
6. Exhibit G'Financial Information - financial statements for the past three
years, statements which are no older than 90 days for the current year, and
earning projections for at least one year.
7. Exhibit H, Listing of co-signers and/or guarantors for the bonds.
8. Exhibit I, Listing of Equipment or fixtures to be purchased with bond
proceeds.
9. Exhibit J, Rental Agreements.
10. Exhibit K, Listing of outstanding contracts, notes and mortgages payable.
11. Exhibit L, Summary of Collateral.
12. Exhibit M, Business Liabilities.
VIII. INDUSTRIAL PROJECT INFORMATION
As necessary, reference and attach information in response to questions in
Section VIII.
1. General
a. Description of product or service and how it is produced:
b. Will Iowa City location be the main office/plant or a branch?
c. Location of headquarters, if not in Iowa City:
d. Name and location of other facilities operated by the applicant:
e. Number and reason for any office/plant relocation since 1955:
I'M
9
f. Synopsis of five year growth plan of firm (attach narrative if neces-
sary):
g. Provide a written narrative discussing, in specific terms, how the
proposed project serves the public purposes described in the Policy
Section of of the IRB Application:
2. Relationship to Iowa City's Economy
a. Number of firms which already provide product or service within Iowa
City:
b. Description of other businesses this project might attract to Iowa
City:
c. Dollar amount by which the proposed project will increase the current
property and/or building value:
d. Specify items of equipment which will be purchased as a result of
receiving IRB financing:
3. Employment Factors
a. Number of current employees:full time part time.
Number which are seasonal employees_: _ full_ time _ part time.
b. Number of new employees: _ full time _ part time.
and/or
Number of employees retained: _ full time _ part time.
c. New employment for:
Yes No
1. Low and moderate income residents
2. Those enrolled in a government-
sponsored job training program:
ra$y
IO
3. Recent university or community
college graduates:
4. Others (specify)
d. Minimum educational requirement of employees
Less than twelve years education - number of employees: full time
_ part time
Twelve years education - number of employees: full time
part time
Sixteen years of education - number of employees: _ full time
_ part time
Sixteen + years of education - number of employees: _ full time
part time
e. Current payroll: E annual or E monthly.
Projected payroll in Iowa City: E annual or E monthly.
f. Will project construction employ: Workers from Johnson minty labor
pool _ Yes _ No
4. Land Use
a. Location of project - Attach plat, map or diagram
b. Size of building(s):
c. Amount of land required:
d. Compliance with zoning:
e. Compliance with storm water management ordinance:
f. Landscaping of proposed facility and building design:
OV9
11
5. Environmental Impact
a. Air:
b. Noise:
c. Water:
d. Energy conservation features incorporated in project:
e. Facility location proximate to fragile area(s):
6. Municipal Services/Infrastructure
a. Sewer
1. Effluent type and amount (GPM):
2. Toxic or hazardous waste if any:
3. Pretreatment methods:
4. Final treatment: _ municipal
_ on-site
5. Location (on plot plan) of existing and proposed sewer lines:
b. Water
1. Usage: _ gallons per day.
2. Location of existing and proposed water lines:
c. Fire protection (approved fire rating):
ESTIMATED PROJECT COSTS
AND SOURCES OF FUNDING
EXHIBIT A
1. COST:
Land ............
Building: ( ) New ( ) Purchase ( ) Renovate . . . . . . . .
Machinery & Equipment . . . . . . . . . . . .
Leasehold Improvements . . . . . . . . . . . .
Engineering . . . . . . . . . . . .
Legal & Underwriting . . . . . . . . . . . .
Other:
TOTAL COST
2. FUNDING:
Industrial Revenue Bonds
Other:
............ S
............ $
TOTAL FUNDING S
(Note: Total Cost & Total Funding must equal.)
3. THE APPLICANT MUST HAVE APPLIED FOR CONVENTIONAL FINANCING FOR THIS PROJECT. ATTACH
LETTERS OR OTHER DOCUMENTS VERIFYING THAT THE APPLICANT HAS ATTEMPTED TO OBTAIN
CONVENTIONAL FINANCING.
Signature:
Title:
Date:
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EXHIBIT B - SUPPLEMENTAL INFORMATION
I. BOND PURCHASER INFORMATION:
Name:
Address:
(Attach copy of agreement which includes interest rate, maturities,
amorization and pre -loan requirements.)
2. BOND RESERVE FUNDS, IF ANY (DESCRIPTION AND AMOUNT):
3. PROJECTED CLOSING DATE FOR ISSUANCE OF BONDS:
4. LOCAL ATTORNEY:
Name:
5. BOND ATTORNEY:
Name:
Address:
Address:
6. BANK(S) WHERE YOUR BUSINESS HAS AN ACCOUNT:
Bank: Address:
Bank:
Bank:
Signature:
Address:
Address:
Title:
Date:
081
EXHIBIT C
1. BRIEF HISTORY OF BUSINESS:
EXHIBIT D
1. PROVIDE A BRIEF DESCRIPTION OF THE EDUCATIONAL, TECHNICAL AND BUSINESS BACKGROUND FOR
ALL THE PEOPLE INVOLVED IN THE OWNERSHIP OR MANAGEMENT OF THE BUSINESS:
Name:
Management and Educational Experience:
Name:
Management and Educational Experience:
Title:
Title:
Signature: Title: Date:
108y
EXHIBIT E - STATEMENT OF PERS. .AL HISTORY
NOTE: THIS FORM MUST BE FILLED OUT AND SUBMITTED AS FOLLOWS:
(a) If a sole proprletonhlp, by the proprietor; (h) If a partnership, by each partner;
(c) If a corporation or a dereloPent thapany. (d) My other carton, including a hired
by each officer, dirttor, and additionally. manager, dm his author lty t0 tceai
by each holder of 2De or more of the 101119 for and en®ftthe hutirov r In the
stock;
1. NAME AND ADDRESS OF APPLICANT (FIRM NAME, STREET, CITY, STATE AND ZIP CODE):
2. PERSONAL STATEMENT OF (STATE NAME IN FULL). LIST ALL FORMER NAMES USED, AND DATES EACH
NAME WAS USED.
First Midd a Last
3. DATE OF BIRTH: _/ /_ 4. PLACE OF BIRTH:
Month Day Year City/State/Foreign Country
5. U.S. CITIZEN: ( )Yes ( ) No 6.
7, PERCENTAGE OF OWNERSHIP OR STOCK OWNED:
8. PRESENT RESIDENCE ADDRESS:
From To Address:
Home Phone Number ( )
9. IMMEDIATE PAST RESIDENCE ADDRESS:
From To Address:
SOCIAL SECURITY NUMBER:
Business Phone Number
BE SURE AND ANSWER THE NEXT 6 QUESTIONS CORRECTLY BECAUSE THEY ARE IMPORTANT. THE FACT
ANAT YOU INCORRECTEAN ANSWERREST WILLOPROBABLYTION CAUSEECORD WILL NOT YOUR APPLICATIONCTOSBEILY TURNED DOWN. YOU. BUT
10. ARE YOU PRESENTLY UNDER INDICTMENT, ON PAROLE OR PROBATION?
( ) Yes ( ) No (If yes, furnish details.. List names under which held.)
11. HAVE YOU EVER BEEN CHARGED WITH OR ARRESTED FOR ANY CRIMINAL OFFENSE OTHER THAN A MINOR
VEHICLE VIOLATION?
( ) Yes ( ) No (If yes, furnish details. List names under which charged.)
12. HAVE YOU EVER BEEN CONVICTED OF ANY CRIMINAL OFFENSE OTHER THAN A MINOR MOTOR VEHICLE
VIOLATION?
( ) Yes ( ) No (If yes, furnish details. List names under which convicted.)
13. HAVE YOU EVER BEEN INVOLVED IN BANKRUPTCY OR INSOLVENCY PROCEEDINGS?
( ) Yes ( ) No (If yes, furnish details.)
14. HAVE YOU OR YOUR BUSINESS EVER DEFAULTED ON ANY BOND OR MORTGAGE COMMITMENT?
( ) Yes ( ) No (If yes, furnish details.)
15. ARE YOU OR YOUR BUSINESS INVOLVED IN ANY PENDING LAWSUITS?
( ) Yes ( ) No (If yes, furnish details in a separate exhibit.)
Signature:
Title:
Date:
10184
EXHIBIT F - PERSONAL FINANCIAL STATEMENT
PAGE 3
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Signature:
Title: Date:
PAGE 1
EXHIBIT G - FINANCIAL INFORMATION
This is the most important part of your IRB application. All financial data must be
Prepared in accordance with generally accepted accounting principles. Incomplete or
inaccurate financial statements may result in the entire application being returned
without action. Please read the following instructions carefully. You must comply with
one of the two paragraphs below:
1. IF YOU ARE APPLYING AS AN EXISTING BUSINESS:
A. Attach hereto financial statements consisting of a balance sheet AND a
profit and loss statement for the past three fiscal years or since the
start of the business, whichever is less.
B. Attach hereto a balance sheet AND a profit and loss statement no older
than 90 days from date of filing application.
C. Reconciliation of Net Worth:
19_ 19_ Current Year to, Date
Beginning Surplus or Net North , .
Profit or Loss . . . . . . . . . .
Dividends . . . . . . . . . . . . .
withdrawals , . , , . . . . . . . .
Paid In. . . .
Revaluation of Assets ,
Other Additions (Explain) ,
other Charges (Explain) , . . . . .
Ending
D. Note: Aging
Accounts receivable and Under 30 days
accounts payable must 30-59 days
reconcile with current 60-89 days
balance sheet to be 90-119 days
provided with Application.120 days 6 over
Uncollectible
Accounts Receivable Accounts Payable
Totals
i
NOTE: (a) All of the above financial statements MUST be signed and dated by the owner,
a partner or an officer of the business.
(b) If financial statements are not available for prior years, or are inadequately
prepared, copies of the business Federal Income Tax returns may be substituted.
(c) All personally owned assets and liabilities such as home, household goods and
so forth should not be included on the business financial statements.
(d) If past earnings do not show the ability to repay the loan proposed and existing
oblieations. attach a projection of earnings.
2. IF YOU ARE APPLYING FOR IRB'S TO START A NEW BUSINESS OR BUY AN EXISTING BUSINESS:
A. A detailed projection of earnings moat be attached hereto.
B. State below the reason the present owner (seller) is selling his business:
C. Attach copies of the Seller's profit and loss statement for the past three years.
D. Attach hereto a copy of the Purchase Agreement.
SIGNATURE TITLE
DATE
la8y
EXHIBIT G - FINANCIAL INFORMATION
PROJECTION
Business Name and Address
SALES
Beginning Inventory 8
Merchandise Purchased
Total
Less Ending inventory
coat of Sales
(;WSS PROFIT
EXPENSES:
Officers, Partners, or
Owers salaries
Labor
Supplies
A6vurtlsing
Travel
Depreciation
Freight and Postage
Insurance Expense
Interest Expense
Utilities
Accounting and Legal
Real B Personal Taxes
Telephone
Repairs a Mmintenaece
Miscellaneous Expense
Auto or Truck Expense
Rent or Lease Expense
TOTAL &V136E
Operating Profit
Other Ioco"
Other Expense
NET PROFIT (Before Incoma Taxes)
Estimated loco" Taxes
NIT PROFIT
SIGNATURE
FOR YEAR
AMOUNT
PAGE 2
TITLE DATE
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EXHIBIT H
1. LIST BELOW THE NAMES OF ANY CO-SIGNERS AND/OR GUARANTORS FOR THE BONDS (YOURSELF,
SPOUSE, PARTNERS, OFFICERS, DIRECTORS, OTHERS (A PERSONAL FINANCIAL STATEMENT MUST
BE ATTACHED HERETO FOR EACH INDIVIDUAL LISTED):
Name: Address:
Name: Address:
Name: Address:
EXHIBIT I
1. LIST BELOW ALL EQUIPMENT AND/OR FIXUTRES TO BE PURCHASED WITH THE BOND PROCEEDS:
COST NEW USED
TOTAL
EXHIBIT J
1. IF BUSINESS REAL ESTATE IS OR WILL BE RENTED, ATTACH A COPY OF THE LEASE. IF NOT
AVAILABLE, STATE BELOW THE TERMS OF THE EXISTING OR PROPOSED LEASE.
Signature: Title: Date:
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EXHIBIT K
1. PLEASE LIST ALL CONTRACTS, NOTES AND MORTGAGES PAYABLE AND RECONCILE WITH FIGURES ON
BALANCE SHEET (INDICATE BY AN ASTERISK ITEMS TO BE PAID FROM LOAN PROCEEDS). DO NOT
INCLUDE PERSONAL DEBT SUCH AS HOME MORTGAGES, DOCTOR BILLS, PERSONAL AUTO LOANS AND
SO FORTH. INCLUDE ONLY DEBT OWNED BY THE BUSINESS. DO NOT INCLUDE TRADE ACCOUNTS
PAYABLE BELOW, ONLY NOTES AND CONTRACTS WHICH CONSTITUTE A FIXED OBLIGATION OF THE
BUSINESS SHULD BE ITEMIZED.
ORIGINAL ORIGINAL PRESENT RATE OF MONTHLY
TO WHOM PAYABLE AMOUNT DATE BALANCE INTEREST MATURITY PAYMENT COLLATERAL
EXHIBIT L
1. SUMMARY OF COLLATERAL
PRESENT MARKET COST LESS
VALUE DEPRECIATION
Land & Building
Inventory
Accounts Receivable
Machinery & Equipment
Furniture & Fixtures
Other:
TOTAL COLLATERAL
EXHIBIT M
1. DOES YOUR BUSINESS HAVE ANY CONTINGENT LIABILITIES? ( ) Yes ( ) No
If yes, please explain below. Accounts or notes receivable discounted or sold with
endorsement or guarantee should be explained.
Signature:
Title:
Date:
E
INDUSTRIAL REVENUE BOND POLICY AND PROCEDURESFUME CITY OF—rOMA--U ill IOWA
COMMERCIAL PROJECTS
I. POLICY
A. INTRODUCTION
Chapter 419 of the Iowa Code grants authority to incorporated cities to issue
Industrial Revenue Bonds (IRAs) for certain private enterprise projects (Section
419.1(2)). The Iowa Urban Revitalization Act of 1979 has amended Chapter 419 to
allow for the issuance of IRBs for commercial projects located within locally
designated urban renewal or urban revitalization areas. All IRBs issued pursuant
to Chapter 419 are limited obligations of the municipality, with the principal
of and interest on such bonds payable solely out of the revenues derived from
the project (Section 419.3).
B. INTENT
The intent of this policy is to provide an organized and consistent approach to,
and mechanism for, the evaluation and processing of Industrial Revenue Bond
requests. This policy statement will provide to an outline of how an IRB
request would be considered by the City Council. It should be emphasized that
the intent of this policy is to assure that each IRB issue is in the best
interests of the City, and will assist in the implementation of private projects
which will improve and enhance Iowa City. The City is in no way obligated to
issue an IRB upon an applicant's request, but will evaluate each application
based on the criteria set forth herein.
C. LEGAL COMPLIANCE
All procedures leading to the issuance of an IRB, as well as the applicant's
utilization of the proceeds from any IRB issue, shall be in compliance with
applicable federal, state, and local laws, and the policies and requirements
contained herein. The responsibility for compliance shall in all cases rest
with the applicant. The only covenant or warranty which the municipality shall
be required to make in connection with the proposed IRB issuance, either to the
applicant or to any other interested party, is that said municipality is a
corporation or political subdivision of the State of Iowa, organized and
existing under the laws of said State.
D. APPLICANT'S RESPONSIBILITIES
Except as hereinafter provided, and except as required by law, it shall be the
applicant's responsibility to provide all necessary documents, forms, and
related materials, and to advise the City and other parties of all required
actions.
E. PUBLIC PURPOSE
It is the City's intention to issue IRBs to serve the public purposes described
herein for the overall benefit of Iowa City. It is not the City's intent to
issue IRBs solely to decrease the cost of the project.
144
F.
AND OTHER PROJECTS PERMI
1. Consistent with state law, the City will consider issuance of IRBs for a
project permitted by Chapter 404 of the Code of Iowa only if said project
is located within the City's Urban Renewa ro3ect Area or within such
urban revitalization areas as the City may hereinafter designate, pursuant
to Chapter 419. (See Map A.)
2. All projects permitted by Chapter 404 and located within the City's Urban
Renewal Project Area or within such urban revitalization areas as the City
may hereafter designate, will be subject to design review by the Design
Review Committee, pursuant to Resolution No. 74-48 , and shall be subject
to design review and approval by the City Council. With respect to projects
located on or adjacent to City Plaza, the design review procedures de-
scribed in Chapter 9 of the Iowa City Code of Ordinances shall apply.
3. IRBs issued by the City shall be used to attract new commitments to
downtown redevelopment.
4. In order to evaluate a project's risk, the City requires that an applicant,
prior to application, make a substantial good faith effort to obtain
conventional financing upon such reasonable terms and conditions as prevail
in the marketplace at the time. Such good faith effort should take the
form of at least two letters or other documents stating the applicant has
made a good faith effort to obtain conventional financing. If such
financing is not available, the letters or documents should state those
reasons for financing unavailability.
5. The City will consider and evaluate applications for IRBs on the basis of
the following public purposes to be served through the issuance of IRBs for
the commercial projects. The application must provide written documenta-
tion that the following public purposes are being served with the issuance
of an IRB:
a. The extent to which the proposed project will create new or preserve
existing employment opportunities.
b. The extent to which the proposed project will increase the current
property/building valuation.
C. The extent to which the proposed project will enhance and strengthen
the designated area in Map A as the commercial, business, service,
educational, and multi -family residential center for Iowa City and
the surrounding area.
d. The extent to which the proposed project will upgrade deteriorated or
deteriorating structures, improve site accessibility and usefulness,
and otherwise provide for the public health, safety and welfare as
detailed in the Urban Revitalization Act (1979).
e. The extent to which the proposed project will allow for preservation
and restoration of buildings of historical or architectural signifi-
cance.
iasv
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3
f. The extent to which the proposed project will improve structural
accessibility.
g. The extent to which the proposed project will promote energy conserva-
tion.
h. The extent to which the proposed project will provide for-profit
health services.
i. The extent to which the workers who are employed in the construction
of the project are drawn from the Johnson County labor pool,
6. The total aggregate amount of IRBs outstanding at any one time shall not
exceed, for commercial projects in the urban renewal/urban revitalization
areas, 3% of the total assessed valuation of Iowa City.
1. The City reserves the right to select applications on a competitive basis.
(a8y
4
II. PROCEDURES
Requirements
1. It is in the public interest that the issuance of IRBs be made only after the
City has been fully informed concerning the application, its current status and
future plans; the protection of the City's interests require thorough investiga-
tion of any request for IRBs.
2. The applicant will be required to submit certain information and assume the cost
of the City's review and issuance of the IRBs.
3. Matters of confidentiality for public disclosure, relating to the applicant or
his/her business, shall be honored to the extent that such information withheld
is not required as a matter of law.
4. If the applicant retains its own legal counsel to prepare Council proceedings
and legal documents, all such proceedings and documents must be reviewed and
approved by the City's bond counsel.
5. The applicant must not incur any project costs other than those authorized by
the Internal Revenue Code prior to the preliminary approval (Memorandum of
Agreement) being authorized by the City Council.
6. The City Council reserves the right to deny any application for financing at any
state of the proceedings prior to adopting the resolution which authorizes
proceeding with the issuance and sale of the bonds (this resolution is consid-
ered following the public hearing on the bond issue).
7. All applications, supporting materials and documents shall remain the property
of the City.
B. The applicant shall adhere to the following procedures in submitting a request
and application to the City for the issuance of Industrial Revenue Bonds.
Application and Review Procedures
1. Any person or firm desiring to request that the City of Iowa City issue IRBs
shall first secure a copy of the City's Industrial Revenue Bond Policy and
Procedures.
2. A written request accompanied by the application form, the required supplemental
information and a non-refundable deposit shall be submitted to the office of the
Director of Finance. The amount of the deposit will be defined by the Director
of Finance based upon an estimate of the City's costs associated with an
Industrial Revenue Bond issue. The applicant shall agree to reimburse the City
for all expenses which exceed the deposit amount and which result from the
review and evaluation of the request including but not limited to administra-
tion, legal counsel, consulting costs, printing, publication costs and all other
incidental costs or fees.
3. Following the receipt of the written request, the application form, the supple-
mental information and the deposit, the City Manager will notify the City
Council of the request and staff will review the project.
IdSq
In those instances when circumstances dictate review which requires expertise
beyond that of the City, the proposal will be submitted to an independent
consultant hired by the City. Before this expense is incurred, the applicant
shall be notified and given an opportunity to withdraw its application.
4. All commercial projects are subject to design review by the Design Review
Committee and approval by the City Council. Specific information is required
before this review can be undertaken, a copy of requirements for design review
is available for the City. A Design Review Committee recommendation to the City
Council on the project is required before formal preliminary action can be taken
on the IRB request.
5. The Staff shall prepare a recommendation on the advisability of the issuance of
IRBs to be presented to the City Council at its next regularly scheduled meeting
following completion of the staff review. When possible, this review will be
completed within 30 days from the receipt of the request. It is not possible to
expedite this process. The Council will not take formal action on the request
until the review has been completed.
6. The City Council will then take preliminary action to approve or deny the
applicant's request to issue bonds. If such preliminary approval is granted,
the Memorandum of Agreement will be executed.
If the applicant retains its own legal counsel to prepare Council proceedings
and legal documents, all such proceedings and documents must have been reviewed
and approved by the City's bond counsel and then received by the Director of
Finance seven days prior to the Council meeting in order to be included on the
agenda of that meeting. Any proceedings or documents received late will not be
added to the Council Agenda.
The applicant should then request that the City Council schedule a Public
Hearing on the proposal to issue the bonds. The Public Hearing provides the
opportunity for any member of the public to speak for or against the bond
issue.
8. The public hearing should be adjourned to the next scheduled Council meeting at
which time the City Council will vote on a resolution to determine whether or
not to proceed with the issuance and sale of the bonds. If such approval is
received, the applicant may then proceed with the preparation of final docu-
ments.
The City will review all final documents and if the terms are mutually agree-
able, the City Council will authorize final approval of the terms, execution and
delivery of the bonds.
1018q
MAP A ELIGIBLE AREA: INDUSTRIAL REVENUE BONDS
Enabling Resolutions Containing Legal Descriptions
Resolution No. 80-474
Resolution No. 81-266
Resolution No. 81-290
Resolution No. 81-271
Resolution No. 83-418
Resolution No. 84-122
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7
COMMERCIAL PROJECT REQUEST
APPLICATION FOR INDUSTRIAL REVENUE BOND FINANCING
IOWA CITY, IOWA
Note: Three complete copies of this application form and all attachments must be
submitted. All materials submitted with this application must be legible and
suitable for copying.
I. APPLICANT INFORMATION ("Applicant" refers to the proprietor, general partner or
corporate officer signing this application):
Street Address
City, State and Zip Code
Telephone
II. BUSINESS INFORMATION:
A.
Name of Business
Current Address of Business
City, State and Zip Code
Telephone
B.
Proposed Address of Bus ness
City, State and Zip Code
Type of Business Date Established
10
0
III. PERSON WHO SHOULD BE CONTACTED FOR ADDITIONAL INFORMATION:
Telephone
Address
City, State and Zip Code
IV. Reason for IRB Application/How will IRB financing enhance your project?
V. Information about Management (List the name of all owners, officers, directors,
and/or partners. Provide the percent of ownership and the annual compensa-
tion.):
Name and Title of Ownership j
Name and Title % of Ownership
Address
Name and Title of OwnersPi—p
Address
Name and Title of Ownership
Address
VI. Project Cost and Funding
Complete and attach Exhibit A.
W,
Gl
VII. Attachments to be Provided (blank exhibit forms should be utilized):
1. Exhibit B, Supplemental Information.
2. Exhibit C, Brief History of Business.
3. Exhibit D, Description of educational, technical and business background
for all people involved in ownership or management of the business.
4. Exhibit E, Personal History Statement - one must be submitted for each
stockhold (20% or greater ownership), partners, officer and owner.
5. Exhibit F, Personal Financial Statement - one must be submitted for each
stockholder (20% or greater ownership), partner, proprietor and guarantor.
6. Exhibit G, Financial Information - financial statements for the past three
years, statements which are no older than 90 days for the current year, and
earning projections for at least one year.
7. Exhibit H, Listing of co-signers and/or guarantors for the bonds.
B. Exhibit I, Listing of Equipment or fixtures to be purchased with bond
proceeds.
9. Exhibit J, Rental Agreements.
10. Exhibit K, Listing of outstanding contracts, notes and mortgages payable.
11. Exhibit L, Summary of collateral.
12. Exhibit M, Business Liabilities.
VIII. COMMERCIAL PROJECT INFORMATION
As necessary, reference and attach information in response to questions in
Section VIII.
1. General
a. Description of business and its services:
b. Is this a renovation or expansion of a business currently in opera-
tion?
c. Location of business headquarters:
d. Name and location of other facilities operated by the applicant:
e. Number and reason for any relocation since 1955:
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10
f. Synopsis of five year growth plan of business (attach narrative if
necessary):
g. Provide a written narrative discussing, in specific terms, how the
proposed project serves the public purposes described in the Policy
Section of of the IRB Application:
2. Relationship to Iowa City's Economy
a. Description of other businesses this project might attract to Iowa
City:
b. Dollar amount by which the proposed project will increase the current
property and/or building value:
c. Specify items of equipment which will be purchased as a result of
receiving IRB financing:
3. Employment Factors
a. Number of current employees: full time part time.
Number which are seasonal empTees _ full time _ part time.
b. Number of new employees: full time _ part time.
and/or
Number of employees retained: _ full time _ part time.
c. New employment for:
Yes No
1. Low and moderate income residents
2. Those enrolled in a government-
sponsored job training program:
3. Recent university or community
college graduates:
081
II
4. Others (specify)
d. Minimum educational requirement of employees
Less than twelve years education - number of employees: full time
mart time
Twelve years education number of employees: full time
part time
i
Sixteen years of education - number of employees: full time
part time
Sixteen + years of education - number of employees: _ full time
part time
e. Current payroll: $ annual or b monthly.
Projected payroll in Iowa City: $ annual or E monthly.
f. Will project construction employ: 1. Workers from Johnson County
labor pool _ Yes No
4. Land Use
a. Location of project - Attach plat, map or diagram
b. Size of building(s):
c. Amount of land required:
d. Compliance with zoning:
5. Energy Conservation
a. Description of energy conservation features incorporated in project.
lasq
EST II TED PROJECT COS^S
AND SOURCES OF FUNDIhu
EXHIBIT A
1. COST:
Land ........ . ...
Building: ( ) New ( ) Purchase ( ) Renovate . . . . . . . .
Machinery & Equipment . . . . . . . . . . . .
Leasehold Improvements . . . . . . . . . . . .
Engineering . . . . . . . . . . . .
Legal & Underwriting . . . . . . . . . . .
Other:
TOTAL COST
2. FUNDING:
Industrial Revenue Bonds
Other:
............E
............ E
TOTAL FUNDING E
(Note: Total Cost & Total Funding must equal.)
3. THE APPLICANT MUST HAVE APPLIED FOR CONVENTIONAL FINANCING FOR THIS PROJECT. ATTACH
LETTERS OR OTHER DOCUMENTS VERIFYING THAT THE APPLICANT HAS ATTEMPTED TO OBTAIN
CONVENTIONAL FINANCING.
Signature:
Title:
Date:
198y
EXHIBIT B - SUPPLEMENTAL INFORMATION
1. BOND PURCHASER INFORMATION:
Name: Address:
(Attach copy of agreement which includes interest rate, maturities,
amorization and pre -loan requirements.)
2. BOND RESERVE FUNDS, IF ANY (DESCRIPTION AND AMOUNT):
3. PROJECTED CLOSING DATE FOR ISSUANCE OF BONDS:
4. LOCAL ATTORNEY:
Name: Address:
5. BOND ATTORNEY:
Name: Address:
6, BANK(S) WHERE YOUR BUSINESS HAS AN ACCOUNT:
Bank: Address:
Bank: Address:
Bank: Address:
Signature: Title: Date:
ME
EXHIBIT C
1. BRIEF HISTORY OF BUSINESS:
EXHIBIT D
1. PROVIDE A BRIEF DESCRIPTION OF THE EDUCATIONAL, TECHNICAL AND BUSINESS BACKGROUND FOR
ALL THE PEOPLE INVOLVED IN THE OWNERSHIP OR MANAGEMENT OF THE BUSINESS:
Name: Title:
Management and Educational Experience:
Name• Title:
Management and Educational Experience:
Signature:
Title: Date:
1999
EXHIBIT E - STATEMENT OF PER"AL HISTORY
NOTE: THIS FORM MUST BE FILLED OUT AND SUBMITTED AS FOLLOWS:
(a) If a axle proprietorship, by the proprietor; lel If a partner MlD. by each partner;
(c) It a corporation or a derelomenl co.pmy, (d) Any other person, including a hired
by aach officer, diretor, and additionally, onager, aho has authority to soeaa
!y HCA holder of !pt or wre of the voting �aI d cc�nt oafttthehwt r 1n the
atocki
1. NAME AND ADDRESS OF APPLICANT (FIRM NAME, STREET. CITY, STATE AND ZIP CODE):
2. PERSONAL STATEMENT OF (STATE NAME IN FULL). LIST ALL FORMER NAMES USED, AND DATES EACH
NAME WAS USED.
First (Middle) Last
3. DATE OF BIRTH: /_/,_ 4. PLACE OF BIRTH:
Month Day Year City/State/Foreign Country
5. U.S. CITIZEN: ( )Yes ( ) No 6. SOCIAL SECURITY NUMBER:
7. PERCENTAGE OF OWNERSHIP OR STOCK OWNED:
B. PRESENT RESIDENCE ADDRESS:
From To Address:
Home Phone Number
9. IMMEDIATE' PAST RESIDENCE ADDRESS:
From To Address:
Business Phone Number
BE SURE AND ANSWER THE NEXT 6 QUESTIONS CORRECTLY BECAUSE THEY ARE IMPORTANT. THE FACT
THAT YOU HAVE AN ARREST OR CONVICTION RECORD WILL NOT NECESSARILY DISQUALIFY YOU. BUT
AN INCORRECT ANSWER WILL PROBABLY CAUSE YOUR APPLICATION TO BE TURNED DOWN.
10. ARE YOU PRESENTLY UNDER INDICTMENT, ON PAROLE OR PROBATION?
( ) Yes ( ) No (If yes, furnish details.. List names under which held.)
11. HAVE YOU EVER BEEN CHARGED WITH OR ARRESTED FOR ANY CRIMINAL OFFENSE OTHER THAN A MINOR
VEHICLE VIOLATION?
( ) Yes ( ) No (If yes, furnish details. List names under which charged.)
12. HAVE YOU EVER BEEN CONVICTED OF ANY CRIMINAL OFFENSE OTHER THAN A MINOR MOTOR VEHICLE
VIOLATION?
( ) Yes ( ) No (If yes, furnish details. List names under which convicted.)
13. HAVE YOU EVER BEEN INVOLVED IN BANKRUPTCY OR INSOLVENCY PROCEEDINGS?
( ) Yes ( ) No (If yes, furnish details.)
14. HAVE YOU OR YOUR BUSINESS EVER DEFAULTED ON ANY BOND OR MORTGAGE COMMITMENT?
( ) Yes ( ) No (If yes, furnish details.)
15. ARE YOU OR YOUR BUSINESS INVOLVED IN ANY PENDING LAWSUITS?
( ) Yes ( ) No (If yes, furnish details in a separate exhibit.)
Signature: Title: Date: _
(a84
EXHIBIT F - PERSONAL FINANCIAL STATEMENT
Nares and Address.
fub\IIIYIE SubleM1
SOCIAL SECUIOTY NO.
All of B
*"us
PAGE I
I Please answer all ilwations using "Ne" or "None- where necessary I
Caen m Hand L In Banks ............ S
Accounts Payable .................. a
Savings Account in Banks ............
Notes Payable to Bank$ ...............
U. S. Go.ommant Bands ..............
(Dsecrlbe b§IW - Swipe 7)
Accaunts L Notes Mcelveble ..........
Notae Payable to Others ...............
Life Inaursnco{2311 SuN2ndar Valuer Only . •
(Duolbs belay . Section 3)
Other Stacks and Bends ..............
In21211M t Account (Auto) .............
(Describe • (AVe"rrM - Section 31
Monthly Payments a
Real Estate ......................
Installment Accounts (Dths.f..... t ..... .
(Describe - DisaerelM - Section I)
Monthly Payments a
Automobile - Present Vales ...........
Loans on Life Insteence ..............
Other Partonsl Property ..............
Mortgages an Real Estate .............
(Describe •.4recf2-cidf - section 3)
(Describe • rarmeitde - Section 4)
Other Assets .....................
Unpaid Taxes ......... A............
(Describe -mens-OW- Section y
(Describe • n......r.e . Sectlm 7)
Other Liabilities. . . . . . . . . . . . . . . . . . . '
(Describe - reverse alae - Section 8)
Total Liabilities ....................
Net worth ........................
Section I. Serves d Inctres ..
..........a
CONTINGENT LIABILITIES
Salary ......................... S As Endorser or Co•Maker............. 5
Net Invutman Income ............... Legal Claims and Judgments............
Real Estate Income ................. Provrelen for Federal Income Tu ........
Other Income fDeecrlbel ............. 10thow Soeclal Debt ..................
Life Insurance Held (GIr1 feu 0~1 of Policies -an" or c2m4snr and beneflcHrteu 1
I Section 2. Naas Payable to Banks aa/ Othan I
Amount of Leen I Terms of I Maaeity I Has, Endorsed. Guaranteed.
IM
rmut i
EXHIBIT G - FINANCIAL 1NFORMA J
This in the most important part of your IRB application. All financial data must be
prepared in accordance with generally adapted accounting principles. Incomplete or
inaccurate financial statements may result in the entire application being returned
without action. Please read the following instructions carefully. You must comply with
one of the two paragraphs below:
1. IF YOU ARE APPLYING AS AN EXISTING BUSINESS:
A. Attach hereto financial statements consisting of a balance &heat AND a
profit and loss statement for the past three fiscal years or since the
start of the business, whichever is less.
B. Attach hereto a balance sheet AND a profit and loss statement no older
the 90 days from date of filing application.
C. Reconciliation of Net Worth:
19_ 19_ Current Year to. Date
Beginning Surplus or Net Worth , .
Profit or Loss . . . . . . . . . .
Dividends . . . . . . . . . . . . .
Withdrawals , , , , , , , , , , . .
Paid In , . . . . . .
Revaluation of Assets . . . . .
Other Additions (Explain) ,
Other Charges (Explain) , , . . . .
Ending
D. Note: Aging
Accounts receivable and Under 30 days
accounts payable must 30-59 days
reconcile with current 60-89 days
balance sheet to be 90-119 days
provided with Application.120 days G over
Uncollectible
Accounts Receivable Accounts Payable
Totals
NOTE: (a) All of the above financial statements MUST be signed and dated by the owner,
a partner or an officer of the business.
(b) If financial statements are not available for prior years, or are inadequately
prepared, copies of the business Federal Income Tax returns may be substituted.
(c) All personally owned assets and liabilities such as home, household goods and
so forth should not be included on the business financial statements.
(d) If past earnings do not show the ability to repay the loan proposed and existing
obligations, attach a projection of earnings.
2.
IF YOU ARE APPLYING FOR IRB'S To START A NEW BUSINESS OR BUY AN EXISTING BUSINESSt
A. A detailed projection of earnings must be attached hereto.
B. state below the reason the present owner (seller) is selling his business:
C. Attach copies of the Seller's profit and loss statement for the past three years.
D. Attach hereto a copy of the Purchase Agreement.
SIGNATURE TITLE
DATE
HE
EXHIBIT G - FINANCIAL INFORMATION
PROJECTION
Business Name and Address
SALES
ieglaolux Inventory 3
Merchandise Purchased
Total
Less Ending Inventory
Cust of Solea
MOSS PROFIT
EXPENSES:
Officers, Partners, or
Owners salaries ._
Labor
Supplies
A,:vurciaing
Travel _
Depreciation
freight and Postage
Insurance Rxpense
Interest Expense
Utilities
Accounting and Legal
Real i Hrental Taxes
Telephone
Repairs i Maloteoamce
Miscellaneous Expense
Auto or Truck Expense
Rent or Lease Expense
TOTAL EXPOSE
Operating Profit
Other Incomes
Other Expense
NET PROFIT (Before Incom Tues)
Estimeated Incom Taxes
MET PROFIT
SIGNATURE
PAGE 2
FOR YEAR
AMOUNT
3
TITLE DATE
EXHIBIT H
1. LIST BELOW THE NAMES OF ANY CO-SIGNERS AND/OR GUARANTORS FOR THE BONDS (YOURSELF,
SPOUSE, PARTNERS, OFFICERS, DIRECTORS, OTHERS (A PERSONAL FINANCIAL STATEMENT MUST
BE ATTACHED HERETO FOR EACH INDIVIDUAL LISTED):
Name: Address:
Name:
Name:
Address:
Address:
EXHIBIT I
1. LIST BELOW ALL EQUIPMENT AND/OR FIXUTRES TO BE PURCHASED WITH THE BOND PROCEEDS:
COST NEW USED
TOTAL
EXHIBIT J
1. IF BUSINESS REAL ESTATE IS OR WILL BE RENTED, ATTACH A COPY OF THE LEASE. IF NOT
AVAILABLE, STATE BELOW THE TERMS OF THE EXISTING OR PROPOSED LEASE.
Signature:
Title: Date:
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EXHIBIT K
1. PLEASE LIST ALL CONTRACTS, NOTES AND MORTGAGES PAYABLE AND RECONCILE WITH FIGURES ON
BALANCE SHEET (INDICATE BY AN ASTERISK ITEMS TO BE PAID FROM LOAN PROCEEDS). DO NOT
INCLUDE PERSONAL DEBT SUCH AS HOME MORTGAGES, DOCTOR BILLS, PERSONAL AUTO LOANS AND
SO FORTH. INCLUDE ONLY DEBT OWNED BY THE BUSINESS. DO NOT INCLUDE TRADE ACCOUNTS
PAYABLE BELOW, ONLY NOTES AND CONTRACTS WHICH CONSTITUTE A FIXED OBLIGATION OF THE
BUSINESS SHULD BE ITEMIZED.
ORIGINAL ORIGINAL PRESENT RATE OF MONTHLY
TO WHOM PAYABLE AMOUNT DATE BALANCE INTEREST MATURITY PAYMENT COLLATERAL
EXHIBIT L
1. SUMMARY OF COLLATERAL
PRESENT MARKET COST LESS
VALUE DEPRECIATION
Land & Building
Inventory
Accounts Receivable
Machinery & Equipment
Furniture & Fixtures
Other:
TOTAL COLLATERAL
EXHIBIT M
1. DOES YOUR BUSINESS HAVE ANY CONTINGENT LIABILITIES? ( ) Yes ( ) No
If yes, please explain below. Accounts or notes receivable discounted or sold with
endorsement or guarantee should be explained.
Signature:
Title: Date:
IRSY
INDUSTRIAL REVENUE BOND POLICY AND PROCEDURES
FOR THE CITY OF IOWA CITY, IOWA
HOUSING PROJECTS
I. POLICY
A. INTRODUCTION
Chapter 419 of the Iowa Code grants authority to incorporated cities to
issue Industrial Revenue Bonds (IRBs) for certain private enterprise
projects (Section 419.1(2)). The Iowa Urban Revitalization Act of 1979
has amended Chapter 419 to allow for the issuance of IRBs for residential
projects located within locally designated urban renewal or urban
revitalization areas. All IRBs issued pursuant to Chapter 419 are
limited obligations of the municipality, with the principal of and
interest on such bonds payable solely out of the revenues derived from
the project (Section 419.3).
B. INTENT
The intent of this policy is to provide an organized and consistent
approach to, and mechanism for, the evaluation and processing of housing
project requests. This policy statement will provide an outline of how a
housing project request will be considered by the City Council. It
should be emphasized that the intent of this policy is to assure that
each project issue is in the best interests of the City and will assist
in the implementation of private projects to improve and enhance Iowa
City and will aid in achieving the goals established in the Housing
Assistance Plan. The City is in no way obligated to issue an IRB upon
an applicant's request, and will evaluate each application based on the
criteria set forth herein.
C. LEGAL C014PLIANCE
All procedures leading to the issuance of IRBs for housing projects, as
well as the applicant's utilization of the proceeds from any bond issue,
shall be in compliance with applicable federal, state, and local laws,
and the policies and requirements contained herein. The responsibility
for compliance shall in all cases rest with the applicant. The only
covenant or warranty which the municipality shall be required to make in
connection with the proposed bond issuance, either to the applicant or to
any other interested party, is that said municipality is a corporation or
political subdivision of the State of Iowa, organized and existing under
the laws of said State.
D. APPLICANT'S RESPONSIBILITIES
Except as hereinafter provided, and except as required by law, it shall
be the applicant's responsibility to provide all necessary documents,
forms, and related materials, and to advise the City and other parties of
all required actions.
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E. PUBLIC PURPOSE
It is the City's intention to issue IRBs for housing projects to serve
the public purposes described herein for the overall benefit of Iowa
City. It is not the City's intent to issue an IRB solely to decrease the
cost of the project.
F. POLICIES APPLICABLE TO HOUSING PROJECTS
1. Consistent with state law, the City will consider issuance of IRBs
for aproject permitted by Chapter 404 of the Code of Iowa only if
said project is located within the City's Urban enewa ro3ect Area
or within such urban revitalization area as the City may hereinafter
designate, pursuant to Chapter 419. (See Map A.)
2. All projects permitted by Chapter 404 and located within the City's
Urban Renewal Project Area or within such urban revitalization areas
as the City may hereinafter designate, will be subject to design
review by the Design Review Committee, pursuant to Resolution No.
74-48, and shall be subject to design review and approval by the
City Council. With respect to projects located on or adjacent to
City Plaza, the design review procedures described in Chapter 9 of
the Iowa City Code of Ordinances shall apply.
3. IRBs for housing projects issued by the City shall be used to
attract new commitments to providing housing for low income fami-
lies, elderly, handicapped and disabled persons.
4. In order to evaluate a project's risk, the City requires that an ap-
plicant, prior to application, make a substantial good faith effort
to obtain conventional financing upon such reasonable terms and con-
ditions as prevail in the marketplace at the time. Such good faith
effort should take the form of at least two letters or other
documents stating the applicant has made a good faith effort to
obtain conventional financing. If such financing is not available,
the letters or documents should state those reasons for financing
unavailability.
The City will receive and evaluate requests for a housing project on
the basis of the following public purposes to be served through the
issuance of an IRB for housing projects. Each request will be
measured against the extent to which the proposed project will:
a. Increase the number of dwelling units available to low income
families, elderly, handicapped or disabled persons (as defined
by the Department of Housing & Urban Development).
b. Upgrade and improve existing housing stock and provide addi-
tional choices.
c. Increase property value and tax revenue from the property
involved.
Enhance achievement of goals established in the Housing Assis-
tance Plan which is on file at the office of the City Clerk.
(as4
3
e. Improve structure accessibility.
f. Incorporate or improve energy conservation.
g. The extent to which workers who are employed in the construction
on the proposed project are drawn from the Johnson County labor
II. PROCEDURES
Requirements
1. It is in the public interest that the issuance of an IRB be made only
after the City has been fully informed concerning the application, its
current status and future plans; the protection of the City's interests
requires thorough investigation of any request.
2. The applicant will be required to submit certain information and assume
the cost of the City's review and issuance of the IRB.
Matters of confidentiality for public disclosure, relating to the
applicant or his/her business, shall be honored to the extent that such
information withheld is not required as a matter of law.
4. If the applicant retains its own legal counsel to prepare Council pro-
ceedings and legal documents, all such proceedings and documents must be
reviewed and approved by the City's bond counsel.
5. The applicant must not incur any project costs other than those author-
ized by the Internal Revenue Code prior to the preliminary approval
(Memorandum of Agreement) being authorized by the City Council.
6. The City Council reserves the right to deny any application for financing
at any stage of the proceedings prior to adopting the resolution which
authorizes proceeding with the issuance and sale of the bonds (this
resolution is considered following the public hearing).
7. All applications, supporting materials and documents shall remain the
property of the City.
B. The applicant shall adhere to the following procedures in submitting a
request and application to the City for the issuance of IRBs.
Application and Review Procedures
1. Any person or firm desiring to request that the City of Iowa City issue
an IRB for a housing project shall first secure a copy of the City's
Housing Industrial Revenue Bond Policy and Procedures.
2. A.written request accompanied by the application form, the required sup-
plemental information and a non-refundable deposit shall be submitted to
the office of the Finance Director. The amount of the deposit will be
defined by the Director of Finance based upon an estimate of the City's
costs associated with an IRB issue. The applicant shall agree to
reimburse the City for all expenses which exceed the deposit amount and
which result from the review and evaluation of the request including but
not limited to administration, legal counsel, consulting costs, printing,
publication costs and all other incidental costs or fees.
3. Following the receipt of the written request, the application form, the
supplemental information and the deposit, the City Manager will notify
the City Council of the request and staff will review the project.
M011
In those instances when circumstances dictate review which requires
expertise beyond that of the City, the proposal will be submitted to an
independent consultant hired by the City. Before this expense is in-
curred, the applicant shall be notified and given an opportunity to
withdraw its application.
4. All projects are subject to design review and approval by the City
Council.
5. City staff shall prepare a recommendation on the advisability of the
issuance of an IRB to be presented to the City Council at its next
regularly scheduled meeting following completion of the staff's -review.
When possible, this review will be completed within 30 days from the
receipt of the request. It is not possible to expedite this process. The
Council will not take formal action on the request until the review has
been completed.
6. The City Council will then take preliminary action to approve or deny the
applicant's request to issue bonds. If such preliminary approval is
granted, the Memorandum of Agreement will be executed.
If the applicant retains its own legal counsel to prepare Council
proceedings and legal documents, all such proceedings and documents must
have been reviewed and approved by the City's bond counsel and then
received by the Director of Finance seven days prior to the Council
meeting in order to be included on the agenda of that meeting. Any
proceedings or documents received late will not be added to the Council
Agenda.
The applicant should then request that the City Council schedule a Public
Hearing on the proposal to issue the bonds. The Public Hearing provides
the opportunity for any member of the public to speak for or against the
bond issue.
8. The public hearing should be adjourned to the next scheduled Council
meeting at which time the City Council will then vote on a resolution to
determine whether or not to proceed with the issuance and sale of the
bonds. If such approval is received, the applicant may then proceed with
the preparation of final documents.
The City will review all final documents and if the terms are mutually
agreeable, the City Council will authorize final approval of the terms,
execution and delivery of the bonds.
10181
MAP A ELIGIBLE AREA: INDUSTRIAL REVENUE BONDS
Enabling Resolutions Containing Legal Descriptions
Resolution No. 80-474
Resolution No. 81-266
Resolution No. 81-290
Resolution No. 81-271
Resolution No. 83-418
Resolution No. 84-122
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1
RESIDENTIAL PROJECT REQUEST
APPLICATION FOR HOUSING BOND FINANCING
IOWA CITY, IOWA
Note: Three complete copies of this application form and all attachments
must be submitted. All materials submitted with this application must
be legible and suitable for copying.
I. APPLICANT INFORMATION ("Applicant" refers to the proprietor, general
partner or corporate officer signing this application):
Name
Street Address
City, State and Zip Code
Telephone
II. BUSINESS INFORMATION:
A.
Name of Business
Current Address of Business
City, State and Zip Code
Telephone
B.
Proposed Address of Business
City, State and Zip Code
Type of Business Date Established
raBY
G
III. PERSON WHO SHOULD BE CONTACTED FOR ADDITIONAL INFORMATION:
Name Telephone
Address
City, State and Zip Code
IV. Reason for Housing Bond Application/How will Housing Bond financing
enhance your project?
V. Information about Management (List the name of all owners, officers, di—
rectors, and/or partners. Provide the percent of ownership and the
annual compensation.):
Name and Title % of Ownership
Address
Name and Title o wners ip
Address
Name and Title of Owners—F—p
Address
Name and Title of Ownersh p
ress
VI. Project Cost and Funding
Complete and attach Exhibit A.
ia$y
0
VII. Attachments to be Provided (blank exhibit forms should be utilized):
1. Exhibit B: Supplemental Information.
2. Exhibit C: Brief History of Business.
3. Exhibit 0: Description of educational, technical and business
background for all people involved in ownership or management of the
business.
4. Exhibit E: Personal History Statement - one must be submitted for
each stockholder (20% or greater ownership), partners, officer and
owner.
5. Exhibit F: Personal Financial Statement - one must be submitted for
each stockholder (20% or greater ownership), partner, proprietor and
guarantor.
6. Exhibit G: Financial information - financial statements for the
past three years, statements which are no older than 90 days for the
current year, and earning projections for at least one year.
7. Exhibit H: Listing of co-signers and/or guarantors for the bonds.
8. Exhibit I: Listing of equipment or fixtures to be purchased with
bond proceeds.
9. Exhibit J: Rental Agreements.
10. Exhibit K: Listing of outstanding contracts, notes and mortgages
payable.
11. Exhibit L: Summary of collateral.
12. Exhibit M: Business Liabilities.
VIII. HOUSING PROJECT INFORMATION
As necessary, reference and attach information in response to questions
in Section VIII.
1. General
a. Description of housing project and its services:
b. Is this a renovation or expansion of a residential project
currently in operation?
C. Location of business headquarters:
10
d. Name and location of other facilities operated by the applicant:
e. Provide a written narrative discussing in specific terms how the
proposed project serves the public purposes described in the
Policy Section of the Housing Industrial Revenue Bond Applica-
tion:
2. Relationship to Iowa City's Economy
a. Description of how this project might relate to the number of
units available to low and moderate income families, elderly,
handicapped/disabled.
b. Dollar amount by which the proposed project will increase the
current property and/or building value:
c. Specify what will be provided as a result of receiving IRB
financing that would not be provided with conventional financ-
ing.
3. Land Use
a. Location of project - Attach plat, map or diagram
b. Size of building(s):
c. Amount of land required:
d. Compliance with zoning:
4. Projected monthly rent schedule: $ /one bedroom
$ /two bedroom
b /three bedroom
f /other
( OLD
r,
ESTIMATED PROJECT COSTS
AND SOURCES OF FUNDING
EXHIBIT A
1. COST:
Land . . . . . . . . . . . .
Building: ( ) New ( ) Purchase ( ) Renovate . . . . . . . .
Machinery & Equipment . . . . . . . . . . . .
Leasehold Improvements . . . . . . . . . . . .
Engineering . . . . . . . .
Legal & Underwriting . . . . . . . . . . . .
Other:
TOTAL COST
2. FUNDING:
Industrial Revenue Bonds
Other:
............ E
TOTAL FUNDING
(Note: Total Cost & Total Funding must equal.)
S
3. THE APPLICANT MUST HAVE APPLIED FOR CONVENTIONAL FINANCING FOR THIS PROJECT. ATTACH
LETTERS OR OTHER DOCUMENTS VERIFYING THAT THE APPLICANT HAS ATTEMPTED TO OBTAIN
CONVENTIONAL FINANCING.
Signature:
Title:
Date:
ja84
EXHIBIT 8 - SUPPLEMENTAL INFORMATION
1. BOND PURCHASER INFORMATION:
Name: Address:
(Attach copy of agreement which includes interest rate, maturities,
amorization and pre -loan requirements.)
2. BOND RESERVE FUNDS, IF ANY (DESCRIPTION AND AMOUNT):
3. PROJECTED CLOSING DATE FOR ISSUANCE OF BONDS:
4. LOCAL ATTORNEY:
Name: Address:
Name: Address:
6. BANK(S) WHERE YOUR BUSINESS HAS AN ACCOUNT:
Bank: Address:
Bank: Address:
Bank: Address:
Signature: Title:
Date:
easy
EXHIBIT C
1. BRIEF HISTORY OF BUSINESS:
EXHIBIT D
1. PROVIDE A BRIEF DESCRIPTION OF THE EDUCATIONAL, TECHNICAL AND BUSINESS BACKGROUND FOR
ALL THE PEOPLE INVOLVED IN THE OWNERSHIP OR MANAGEMENT OF THE BUSINESS:
Name: Title:
Management and Educational Experience:
Name: Title:
Management and Educational Experience:
Signature: Title: Date:
Id8y
EXHIBIT E - STATEMENT OF PERSONAL HISTORY
NOTE: THIS FORM MUST BE FILLED OUT AND SUBMITTED AS FOLLOWS:
(a) If a sole proprietorship. by the proprietor; (b) If a partnership, by tach partner;
(c) If a corporation or a developvent cnepeny, lo) any other person, Including a hired
by each officer, oiretor, and additionally. meager, ,am has authority to speer
by each holder of 2p1 or anre of the voting for and colt the borrower in the
stock; unagewent of the bustmss.
1. NAME AND ADDRESS OF APPLICANT (FIRM NAME, STREET, CITY, STATE AND ZIP CODE):
2. PERSONAL STATEMENT OF (STATE NAME IN FULL). LIST ALL FORMER NAMES USED, AND DATES EACH
NAME WAS USED.
First (Middle) Last
3. DATE OF BIRTH: / / 4. PLACE OF BIRTH:
MonthDay Ytar City/State/Foreign Country
5. U.S. CITIZEN: ( )Yes ( ) No 6. SOCIAL SECURITY NUMBER:
7. PERCENTAGE OF OWNERSHIP OR STOCK OWNED:
8. PRESENT RESIDENCE ADDRESS:
From To Address:
Home Phone Number " Business Phone Number ( )
9. IMMEDIATE PAST RESIDENCE ADDRESS:
From To Address:
BE SURE AND ANSWER THE NEXT 6 QUESTIONS CORRECTLY BECAUSE THEY ARE IMPORTANT. THE FACT
THAT YOU HAVE AN ARREST OR CONVICTION RECORD WILL NOT NECESSARILY DISQUALIFY YOU. BUT
AN INCORRECT ANSWER WILL PROBABLY CAUSE YOUR APPLICATION TO BE TURNED DOWN.
10. ARE YOU PRESENTLY UNDER INDICTMENT, ON PAROLE OR PROBATION?
( ) Yes ( ) No (If yes, furnish details.. List names under which held.)
11. HAVE YOU EVER BEEN CHARGED WITH OR ARRESTED FOR ANY CRIMINAL OFFENSE OTHER THAN A MINOR
VEHICLE VIOLATION?
( ) Yes ( ) No (If yes, furnish details. List names under which charged.)
12. HAVE YOU EVER BEEN CONVICTED OF ANY CRIMINAL OFFENSE OTHER THAN A MINOR MOTOR VEHICLE
VIOLATION?
( ) Yes ( ) No (If yes, furnish details. List names under which convicted.)
13. HAVE YOU EVER BEEN INVOLVED IN BANKRUPTCY OR INSOLVENCY PROCEEDINGS?
( ) Yes ( ) No (If yes, furnish details.)
14. HAVE YOU OR YOUR BUSINESS EVER DEFAULTED ON ANY BOND OR MORTGAGE COMMITMENT?
( ) Yes ( ) No (If yes, furnish details.)
15. ARE YOU OR YOUR BUSINESS INVOLVED IN ANY PENDING LAWSUITS?
( ) Yes ( ) No (If yes, furnish details in a separate exhibit.)
Signature: Title: Date:
easy
EXHIBIT F - PERSONAL FINANCIAL STATEMENT
PAGE 3
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PAGE I
EXHIBIT G - FINANCIAL INFORMATION
This is the most important part of your IRB application. All financial data must be
prepared in accordance with generally accepted accounting principles. Incomplete or'
inaccurate financial statements may result in the entire application being returned
without action. Please read the following instructions carefully. You must comply with
one of the two paragraphs below:
1. IF YOU ARE APPLYING AS AN EXISTING BUSINESS:
A. Attach hereto financial statements consisting of a balance sheet AND a
profit and loss statement for the past three fiscal years or since the
start of the business, whichever is less.
a
N
Attach hereto a balance sheet AND a profit and loss statement no older
than 90 days free date of filing application.
Reconciliation of Net Worth:
19
Beginning Surplus or Net Worth ,
Profit or Loss , , . , , , , , , ,
Dividends . . . . . . . . . . . . .
Withdrawals , , , , , , , , , , , ,
Paid In ,
Revaluation of Assets ,
Other Additions (Explain) . . . . .
Other Charges (Explain) . . . , . ,
Ending
D. Note: Aging
Accounts receivable and Under 30 days
accounts payable must 30-59 days
reconcile with current 60-89 days
balance sheet to be 90-119 days
provided with Application.120 days i over
Uncollectible
19_ Current Year to, Dats
Accounts Receivable Accounts Payable
Totals
NOTE: (a) All of the above financial statements MUST be signed and dated by the owner,
a partner or an officer of the business.
(b) If financial statements are not available for prior years, or are inadequately
prepared, copies of the business Federal Income Tax returns may be substituted.
(c) All personally owned assets and liabilities such as home, household goods and
so forth should not be included an the business financial statements.
(d) If past earnings do not show the ability to repay the loan proposed and existing
j obligations, attach a projection of earnings.
2. IF YOU ARE APPLYING FOR IRB'S TO START A NEW BUSINESS OR BUY AN EXISTING BUSINESSt
A. A detailed projection of earnings must be attached hereto.
I B. State below the reason the present owner (sellar) is selling his business:
C. Attach copies of the Seller's profit and loss statement for the past three years.
D. Attach hereto a copy of the Purchase Agreement.
SIGNATURE TITLE
DATE
�a84
EXHIBIT G - FINANCIAL INFORMATION
PROJECTION
FOR YEAR
Business Naw and Address
AMOUNT
SALES S
6e8100101t Inventory
Merchandise Purchased
Total
Less Ending Inventory
oust of Sales
(;LOSS PROFIT
EVENSES:
Officers, Partners, or
Owners salaries
Labor
Supplies
A,:vurtlsing
Travel --
Depracistloa '
rreltht and Postage
Insurance Expanse
Interest "sea
utilities
Accounting and Legal
Real 6 Personal Taxes
Telephone
Repairs i Nslntaesace
Miscellaneous Expense
Auto or Truck Expanse
Rest or Lease Expense
TOTAL EAEIISE
operating Profit
Other Incow
Other Expanse
NET PROFIT (Motors Incow taxes)
Eatfauted Incow Taxes
NET PROFIT
SIGNATURE
PAGE 2
TITLE DATE
1"AV
EXHIBIT H
1. LIST BELOW THE NAMES OF ANY CO-SIGNERS AND/OR GUARANTORS FOR THE BONDS (YOURSELF,
SPOUSE, PARTNERS, OFFICERS, DIRECTORS, OTHERS (A PERSONAL FINANCIAL STATEMENT MUST
BE ATTACHED HERETO FOR EACH INDIVIDUAL LISTED):
Name: Address•
Name: Address•
Name: Address:
EXHIBIT I
1. LIST BELOW ALL EQUIPMENT AND/OR FIXUTRES TO BE PURCHASED WITH THE BOND PROCEEDS:
COST NEW USED
TOTAL
EXHIBIT J
1. IF BUSINESS REAL ESTATE IS OR WILL BE RENTED, ATTACH A COPY OF THE LEASE. IF NOT
AVAILABLE, STATE BELOW THE TERMS OF THE EXISTING OR PROPOSED LEASE.
Signature: Title: Date: Ip3
FXHTRTT K
PLEASE LIST ALL CONTRACTS, NOTES AND MORTGAGES PAYABLE AND RECONCILE WITH FIGURES ON
BALANCE SHEET (INDICATE BY AN ASTERISK ITEMS TO BE PAID FROM LOAN PROCEEDS). DO NOT
INCLUDE PERSONAL DEBT SUCH AS HOME MORTGAGES, DOCTOR BILLS, PERSONAL AUTO LOANS AND
SO FORTH. INCLUDE ONLY DEBT OWNED BY THE BUSINESS. DO NOT INCLUDE TRADE ACCOUNTS
PAYABLE BELOW, ONLY NOTES AND CONTRACTS WHICH CONSTITUTE A FIXED OBLIGATION OF THE
BUSINESS SHULD BE ITEMIZED.
ORIGINAL ORIGINAL PRESENT RATE OF MONTHLY
TO WHOM PAYABLE AMOUNT DATE BALANCE INTEREST MATURITY PAYMENT COLLATERAL
EXHIBIT L
1. SUMMARY OF COLLATERAL
PRESENT MARKET
VALUE
Land & Building
Inventory
Accounts Receivable
Machinery & Equipment
Furniture & Fixtures
Other:
TOTAL COLLATERAL
COST LESS
DEPRECIATION
EXHIBIT M
1. DOES YOUR BUSINESS HAVE ANY CONTINGENT LIABILITIES? ( ) Yes ( ) No
If yes, please explain below. Accounts or notes receivable discounted or sold with
endorsement or guarantee should be explained.
Signature:
Title:
Date:
cagy
City of Iowa City
MEMORANDUM
Date: June 28, 1984_
To: City((Counci
From: Don 'Schme' irector
of Planning 8 Program Development
Re: Paul -He en Bu lding Renovation and Blackhawk Mini -Park Design
The Blackhawk Mini -Park was built in 1973-1974 and is in need of extensive
renovation and repair. The mini -park land is included in the City's Urban
Renewal Plan (Parcel 65-2) and is intended to be used for public purposes.
The Council's most recent decision (August, 1983) regarding this parcel
concerned its sale for commercial purposes; the decision was to retain the
property for public use and to restore the mini -park. The Design Review
Committee, Project GREEN, and the staff have been working on a design plan
for reconstruction of the mini -park. On May 31, 1984, the Design Review
Committee met and informally (due to lack of a quorum) recommended
approval of a design concept dated May 28, 1984. Copies of the design are
included in your packet. The proposed renovation of the Paul -Helen
Building will require changes in the design for the mini -park's improve-
ment but it need not change the use of the area as a public park or plaza.
The Paul -Helen Building abuts the eastern boundary of the mini -park and
the west wall of the building displays the Blackhawk mural. In response to
City staff questions regarding the possibility of a lease or easement
agreement for maintenance or repainting of the mural, the current owners
of the Paul -Helen Building, through their spokesperson Helen Osmondson,
have indicated that they do not wish to encumber the building with a lease
or an easement. The west wall of the Paul -Helen Building is in need of
repair; the owners anticipate either repairing or reconstructing the wall
within the near future or selling the entire building. Arthur Small of
the Mears, Zimmerman, Mears law firm has an option to buy the building and
has approached the City regarding the restoration of the building.
The project proposed by Mr. Small would include continuing the facade of
the building on Washington Street around the corner onto the west wall of
the structure. An entrance point on this west wall into the the mini -park
is envisioned. Mr. Small has also suggested the purchase of the 20' by
32' area in the extreme southeast corner of the mini -park parcel for
extension of the Paul -Helen Building, flush with the existing west wall,
to meet the Dain -Bosworth building. This 20' by 32' area is currently not
part of the "used" part of the mini -park and is essentially a vacant piece
of land. A second entrance is envisioned for the use of the extension.
This entrance could be on the existing building or the proposed extension.
Both entrances would access directly from the mini -park.
The design concept recommended by the Design Review Committee was done
with the existing adjacent buildings and spaces in mind and does not
provide, therefore, for any entrances to what is now a solid wall. The
Committee wished to create an area for seating and conversation apart from
lxB
OF
PRECEDING
DOCUMENT
City of Iowa City
MEMORANDUM
Date: June 28, 1984_
To: City//Counci 1
From: Don' chme' irector
of Planning 8 Program Development
Re: Paul -He en Bu lding Renovation and Blackhawk Mini -Park Design
The Blackhawk Mini -Park was built in 1973-1974 and is in need of extensive
renovation and repair. The mini -park land is included in the City's Urban
Renewal Plan (Parcel 65-2) and is intended to be used for public purposes.
The Council's most recent decision (August, 1983) regarding this parcel
concerned its sale for commercial purposes; the decision was to retain the
property for public use and to restore the mini -park. The Design Review
Committee, Project GREEN, and the staff have been working on a design plan
for reconstruction of the mini -park. On May 31, 1984, the Design Review
Committee met and informally (due to lack of a quorum) recommended
approval of a design concept dated May 28, 1984. Copies of the design are
included in your packet. The proposed renovation of the Paul -Helen
Building will require changes in the design for the mini -park's improve-
ment but it need not change the use of the area as a public park or plaza.
The Paul -Helen Building abuts the eastern boundary of the mini -park and
the west wall of the building displays the Blackhawk mural. in response to
City staff questions regarding the possibility of a lease or easement
agreement for maintenance or repainting of the mural, the -current owners
of the Paul -Helen Building, through their spokesperson Helen Osmondson,
have indicated that they do not wish to encumber the building with a lease
or an easement. The west wall of the Paul -Helen Building is to need of
repair; the owners anticipate either repairing or reconstructing the wall
within the near future or selling the entire building. Arthur Small of
the Mears, Zimmerman, Mears law firm has an option to buy the building and
has approached the City regarding the restoration of the building.
The project proposed by Mr. Small would include continuing the facade of
the building on Washington Street around the corner onto the west wall of
the structure. An entrance point on this west wall into the the mini -park
is envisioned. Mr. Small has also suggested the purchase of the 20' by
32' area in the extreme southeast corner of the mini -park parcel for
extension of the Paul -Helen Building, flush with the existing west wall,
to meet the Dain -Bosworth building. This 20' by 32' area is currently not
part of the "used" part of the mini -park and is essentially a vacant piece
of land. A second entrance is envisioned for the use of the extension.
This entrance could be on the existing building or the proposed extension.
Both entrances would access directly from the mini -park.
The design concept recommended by the Design Review Committee was done
with the existing adjacent buildings and spaces in mind and does not
provide, therefore, for any entrances to what is now a solid wall. The
Committee wished to create an area for seating and conversation apart from
IaBS
the pedestrian flow of City Plaza and to provide a stage area for small-
scale events to take place. Mr. Small and representatives of the Design
Review Committee and Project GREEN agree that renovation of the building
and the design of the park should be compatible and complementary. There
is no intention of abandoning the use of the approximately 6600 square
feet of park space. If the Paul -Helen Building project proceeds as
envisioned by Mr. Small, a new design for the mini -park will be prepared.
Mr. Small will discuss the Paul -Helen building proposal with the Council
at the informal session July 2. Members of the Design Review Committee
and Project GREEN have been invited to attend.
SALE OF A PORTION OF PARCEL 65-2
After reviewing Mr. Small's proposal, the Council may wish to consider the
sale requested. The property will need to be considered for sale under
the requirements of the urban renewal disposition process. The Urban
Renewal Plan, approved in 1969 and amended at various times, will require
an additional amendment to permit disposition of the approximately 640
square feet under discussion. Amendments in the past have been done by
resolution after a public hearing; the change is also subject to HUD
approval. The property must be competitively bid and proceeds credited to
the Community Development Block Grant fund. With HUD approval, notice
requirements, and disposition procedures, a completed sale would probably
take at least five months. Plans for the design and repair of the mini -
park could be finalized during this period.
cc: Nancy Seiberling, Design Review Committee
Emilie Rubright, Project GREEN
tp5 /3
POSSIBLE TIME LINE
PAUL -HELEN BUILDING RENOVATION PROJECT
7/2 City Council review of project proposal
approve reject
7/18
7/31
8/14
1
request HUD approval of
amendment to R-14 plan
1
response - rejection
approval
Marketing documents
1 prepared
public hearing on
amendment and sale (optional, but
1 advisable)
resolution for amendment
of R-14 plan and resolution
to dispose
Staff work with Design Review
Committee and Project GREEN
on design concept for mini -park
bid period and
bid evaluation (as determined
by CounciZ)
10/9 selection of preferred developer
and notice of intent to convey redesign of
(30 days); HUD approval of --i• mini -park
developer
title opinion
11/20 resolution to approve preferred
developer and authorization to convey
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City of Iowa CiY
MEMORANDUM
Date: June 29, 1984
To: Neal Berlin, City Manager
i
From: Frank Farmer, City Engineer ':•�
Re: FY85 Asphalt Resurfacing Program - Additional Streets
Since bids came in much lower than expected, we can add approximately -582,000
worth of additional streets to the asphalt overlay program. Listed below are
streets that I believe are desirable to add to the program.
Sycamore south to City limits for oil & chips $18,400
Capitol Street from Court to Prentiss- $21,300
Johnson Street from College to Bowery $33 600
' 3,3
This would leave approximately $9,000 for any overruns that may occur.
However, it is possible that our quantity estimates may be conservative and
if funds still remain after completion of the selected streets, Wilson Street
from Seventh Avenue to College Street, estimated at $19,800, will be added to
the program. Please advise if you concur.
bj4/11
R i.
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City of Iowa City
MEMORANDUM
Date: June 28, 1984
To: City Manager and City Council
From: Lyle Seydel
Re: Changes to Assisted Housing Programs
Several changes have been published recently pertaining to both Section 8 and
Public Housing programs. Some of these changes will require implementation
immediately and others will be implemented at a later date. This memo is provided
to give you an idea of the many changes occurring in the Assisted Housing pro-
grams. The major items are described below.
A. Income limits for Section 8 have been revised as follows:
A of Persons
in Household 1 2 3 4 5 6 7 8+
Lower income $16,500 $18,900 $21,250 $23,600 $25,100 $26,550 $28,050 $29,500
Very low• $10,350 $11,800 $13,250 $14,750 $15,950 $17,100 $18,300 $19,450
Lower income means not more than 80% of median income for Johnson County. Very
low is 50% of the median income for Johnson County.
B. Income limits for Public Housing are 90% of the Section 8 income limits. This
will probably change in the near future.
C. Except with the prior approval of HUD, NO LOWER INCOME FAMILY other than a
VERY LOW INCOME FAMILY shall, after July 1, 1984, be approved for admission to
any unit covered by the programs administered by this authority. This could
have a negative affect on our Public Housing programs where our source of
income is strictly the rent that the tenants pay.
D. Adjusted income definition has changed. This change will not be effective
until October 1, 1984, and will be utilized for all new participants as they
enter the program and will be utilized for present participants at their
annual review. This will require additional work. We will have to compute
two rents. If the tenant pays more rent using the new definition, then there
is no adjustment. If the tenant pays less rent using the new definition, then
the Housing Authority will be required to refund the difference between rent
computed using the new definition and what they actually paid retroactive to
the first of October. Adjusted income is annual income less
(1) $480 for each dependent,
(2) $400 for any elderly family,
(3) Medical expenses in excess of 3% of annual income for any elderly family
•and
(4) Child care expenses.
lag,
2
As can be seen above, only elderly families get medical expense deductions.
This is a change.
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P&Z (Law Lib)
(Chambers)
PROPOSED v,.d DESCRIPTION: ICDC EXECUTIVE tECTOR
1. Job title: Executive Director.
2. Salary range: $35,000-545,000, salary will be commensurate with education
and experience.
3. Benefits: includes car and local club membership.
4. Residency: not required.
5. Experience: SA (MA preferred) with 5+ years experience.
6. Major skill requirements: economic and industrial development experience
promotions, marketing and advertising
communication skills
work with private and public sectors
7. Descriptor terms: entrepreneurial, aggressive, innovative, knowledgeable,
proven leadership, experienced, articulate.
8. Job duties:
A. Program
1. Effect and promote economic development for the greater Iowa City
area.
2. Create and implement an advertising/promotional program.
3. Solicit funds.
4. Implement a business retention and expansion program.
S. Identify industry sites.
6. Attract new industries which are complementary to existing busi-
nesses.
7. Coordinate industry needs with federal and state job training
programs.
B. Administration
1. Direct operational and financial activities.
2. Exercise functional and administrative supervision over all other
staff.
3. Prepares and presents recommendations, reports and submitted to
participating agencies, public, clients, and other groups if neces-
sary.
4. Actively markets land and availability of skills.
5. Be able to perform demographic analysis and projections, public
facilities planning, economic analysis, and surveys.
Net Balance $0.00
�aB9
• Iowa City Development Cox
:ation-- F.Y. 85
(plus) Budget,
- Proposed by the Budget sub -committee of the
ICDC Board (Lyle Miller, Chair.)
Preliminary
Item
Amount
Payment in Kind Amount
INCOME
Beginning Balance
_ 0.00
0.00
Investments (Fund Raising)
30,900.00
30,900.00
Gov't Revenues (Appropria-
tions and Grants)
40,000.00
40,000.00
Interest
1,000.00
1,000.00
Services, Sales, and Misc.
500.00
48,000.00 48,500.00
Total Income
$72,400.00
$48,000.00 $120,400.00
EXPENSES
President
35,000.00
Support Staff
29,000.00
Employment Taxes
3,000.00
Employment Benefits
Insurance
1,800.00
_ Pension Fund (108 of salary) 3,500.00
Memberships
750.00
Other
2,500.00
Total Personnel Expense
75,550.00
Office Rent
2,500.00
Utilities
500.00
Maintanence and Supplies
200.00
Insurance
400.00
Total Building Expense
3,600.00
Equipment and Maint.
1,000.00
Supplies and stationary
1,000.00
Telephone
1,50D.00
Postage
500.00
Total Office Expense
4,000.00
Car
3,500.00
Travel Expenses
6,000.00
! Entertainment and Expenses
7,500.00
j Training and Meetings
500.00
Total Travel and Enter. Expensel7,500.00
Dues and Subscriptions
250.00
Professional Fees
1,000.00
Advertising
6,000.00
Research and Committees
5,000.00
Capital Expenditures
2,500.00
Reserve- Contingency
5,000.00
Other Expense
19,750.00
Total Expense
$120,400.00
Net Balance $0.00
�aB9
FIRST CAPITOL DEVELOPMENT, INC. F.Y
INCOME STATEMENT
INCOME '
Balance Forward
Investments
Governmental Revenues
Interests
Service and Misc.
Payment in Kind
Total Income
EXPENSES
President
Staff Salaries
Employment Taxes
Employment Benefits
Total Personnel Disbursements
Rent
Utilities
Maint/Supplies
Insurance
Total Bldg. Disbursemr_nts
Equipment/Maintenance
SUPplies
Telephone
Postage
Total Office Disbursements
Car
Travel Expenses
Entertainment and Expenses
Training and Meetings
Total Travel/Meetings
Dues/Subscriptions
Professional Fees
Advertising
Research and Committees
Copital. Expenditures
Fc -c rvc
�1t 01 Pnpenscs
00
DTetal Balance
BS
MONTH
F.Y. 85 BUDGET
BALANCE
F.Y. 85 CASH
u nnn nn
INVESTMENTS
F.Y. 85
F.Y. 86
F.Y. 87
GOVERNMENTAL REVENUES
City of Iowa City
PAYMENT IN KIND
Chamber
University of Iowa
PLEDGED
BALANCE
CURRENT MONTH F.Y. 85 BALANCE
CURRENT MONTH F.Y. 85 BALANCE �)
DEPOSITS:
Petty Cash:
Hills Bank Checking
Hills Bank Savings
Investment Uncollected
'City of Iowa Cit.
MEMORANDUM
DATE: November 21, 1977
To: Dick Plastino, Director of Public Works
FROM: Robert A. Edberg, Zoning Inspector
RE: Junk in ROW at 130 Ferson Ave.
e act'
As a result of a complaint an nspection of the premises at 130 Ferson Ave.
and of the premises just south of that was made last week. It is my belief
that this matter properly belongs with your department. The complaint was
registered by Mr. John Menninger of 130 Ferson Ave.
The properties along Ferson at this point abut in a deep ravine at the bottom
of which is a small stream bed tanning in a north -south direction. Mrs.
Menninger tells me that the stream bed is incled in a 30 foot City ROH'
e
which ns along the bottom of this ravine. ?S-Acm. ..7c.•
Several different kinds of junk have been deposited in this stream bed in an
apparent attempt to divert it to a more easterly path. The junk includes
tree limbs, tails of old fence, waste sheetplastic and metal, and at one
/point an old television set. 16•.,1. µ� ,
iiM;. /i
Mr. G Mrs. John Menninger have seen Dr. John Kammetmeyer, who lives ifrthe
house directly south of the Menningers, throw several items of junk into this
stream bed at�l�are willing to so testify if iteEss
lary.
The stream bed in the past has been a walkway for a number of neighborhood
children on their way to school and music lessons. It is now impossible
for them to use it because\(of the hazards caused by the junk.
r'1'")
Request that you have one of your engineers, who is familiar with City ROW's
make an inspection of these premises to detetmine.what action can be taken
to have this junk removed and to see that no more refuse is thrown into the
stream bed.
Sincerely yours,
Robert A. Edberg
cc: J. Menninger
U
130 Ferson Avenue
Iota City, IA 52240
1 December 1977
Yr. Robert A. 3dberg
Zoning Inspector
City of Iowa, city
Civic ;enter
4]^-shirrton St.
lc'.•r: 'it:/, IA 5724?
Der.. dbrr;,
Thrnk you rcr forwrard:rp. to the proper officials our concerns shout
thr.• dcl:ris in tic rrvine enst a.7 nur hone.
T':ere were, however, zlnc nisstrtc-:%ents in your letter to 1.:r. cinstino
thrt +•r• should lil:e tc ,:PL s•tr-ir•ht;
] 1!r'ct and rncirc':fico we shored You is located cast of our
hrn:re ]?n -a rznr. ;venue
D••. Jr:^.n }:r�yrr:•cycr, Who O'.n s the lot esst of us, does not
'ivc s-'!* ,f our 1:onoc. His fr. D:•. l:•r] Ko-.:ncracyer
sc!:a::.^Yur. at .. , lives two doors.
Is ::e :'t:rt'. errd tc }:::u, t:^.e te]evizion Ort at the 1•ottcm of
the rry:re was rc-.cvcd nfter t'a wrote Dr. John rrrnerseyer ct 2 Woolf Avenue Court,
leua l;i:^, rr•rcrsir.- our ernee•'n about 1hr hnzcrdoes debris: at the bottom of
the rnv'rc. While t.l:e television Ss ro .lon•:cr ;:resent the other items you
rcr.tirred In •+cur rrr.crandu:. to F'r. ilastino are still there: -This r•-aterinl.
is nc:: s-:'.ewl:nt concealed h;• tke snow, which m-kes the hr:znrd to children
even rrre dnrrcroun. Y
s':o••id r'^c like to know what action you rare contemplating in respect
o.^ the %eight cr the fence to the east cf our hare.
'•:r aro w:rh to know whether the de'ibernte divcrsiop of water courses
or 'i oil !s 'r'•:. :.'c hnvc Leon, !.c]d l:y Dr- Km:uneMcym• that the dunk In the
hott.or n.^ !hr r..v'rr. was -]need there to divert ntotn t::t.er flow.
Sincerely,
John R. Menninger
-.
130 Ferson
Iowa City, Iowa 57240
May 24, 1972
Vr. Dick Plantino
Director of Public Works
City of Iowa City
Civic Center
Iowa City, Iowa 52240
Derr Mr. Plastinot
Lest November we consulted with ivr. Robert A. Fdberg, toning
inspector of Ione City, on a fence adjoining our property's east boundary
at 130 Fern, Iowa City, and about junk in the ravine northeast of our
prDperty. We ere aloo concerned about deliberate diversion of the stream
bed it the ravine. The 20 foot width at the bottom of the ravine Is, we
unierctand, a city -owned rirtt-of-way and apparently under the jurisdiction
of ,your office. We received a copy of a me:orandur. that Mr. Edberg sent
tc your attention on November 21, 1977, corrections and amendments to which
we sent hip in a letter dFted December 1, 1977.
To dote we h%ve heard nothing of any action contemplated or taken
by ,your office. The junk still resides at the bottom of the ravine, now
no longer covered by snow and eery to inspect, and still presents a health
and s•.fety hazard tc childrhn trying to walk and hlny there. This junk
includes bed springs, rip, le olnntic roofing, iron stakes, sacks of concrete,
rolls of old fencing, etc. 9T:ere is al.o an overwhelming quantity of tree
cu'.tings, inereas.rr regularly, th--t obstructs the use of the ravine,
al�heuEh this rnturel rsterial is not as hczardrus as the rest of the trash.
We certainly ondorse the reauest by Mr. Pdberg that the junk be
ra:.oved and that steps be taken to nee that no more refuse is thrown into
the stream bed, whAever the justification may be.
Would you please let us know promptly whether you intend to
inspect this problem and initinte action to allevicte whet has become an
unnecessarily long-lived neighborhood nuisance?
Yohn
truly yours,
R. Menninger
cc. R.A. Edbrrp — Lenley . Yen ninger
1990
CITY OF
CIVIC CEN(ER 410 E. WASHINGTON ST.
June 6, 1978
Mr. and Mrs. John Menninger
130 Ferson
Iowa City, Iowa 52240
Dear Mr. and Mrs. Menninger:
IOWA CITY
IOWA CITY IOWA 52240 (319) 354.180D
Thank you for your letter of May 24 regarding the gully adjacent to properties on
Ferson Street. Your letter is difficult to answer since it is obvious you feel
very strongly about the actions taken by your neighbors, the Kammermeyers. By any
standards relative to violation of a City ordinance, the gully and adjacent
properties are extremely well maintained. The main difficulty here seems to be
a violation of an aesthetic standard which the City does not directly regulate.
The Kammermeyers have installed a fence for reasons which seem valid to them.
In a tour of their facilities, I noted that they have made extensive landscaping
improvements and Mr. Kammermeyer tells me that vines have been planted which will
eventually obliterate the fence. There are a few rolls of wire and other materials
that have been placed in the gully by the Kammermeyers to prevent erosion against
the base of the fence.
The City is faced with a dilemma in this matter. It appears that both you and the
Kammermeyers are environmentally sensitive people, yet there are ill feelings
between the two parties. It appears two courses of action are open. The first
course of action is for you to file charges against the Kammermeyers through private
legal action. The second course of action, and one which may be preferred, is for
you and the Kammermeyers, on your own initiative, to sit down and discuss mutual
problems and how the two of you might work together to solve them.
The conditions surrounding this case seem favorable toward a mutual solution
without City interference.
V�* tstino
blic liorks
BJP/jp
cc: Bob Edberg
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PLAZA
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SITE PLAN -FIRST FLOOR
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.r -a6
Joint City/County Meeting
June 27, 1984
Joint City Council Meeting: June 27, 1984, 4:00 p.m. in the Public Library,
Room A, in Iowa City, Iowa.
County Present: Ockenfels, Sehr, Myers, Langenberg, Donnelly.
City Present: Ambrisco, Baker, Dickson, Erdahl, McDonald, Strait, Zuber.
Others Present: Berlin, Helling, Jansen, Karr, Peters, Grimes, White, Te
PaskeMme.
Moderator: Clayton Ringgenberg.
Tape Recorded: 84-051, Side 1, 45 -End and Side 2, 1 -End.
Ringgenberg stated the purpose of the joint meeting is for the City and
County officials to discuss matters of common concerns and update each other
on current activities.
Environmental and Conservation Issues:
McDonald explained that the City has recently formed a committee to identify
and preserve fragile environmental areas within the city. The City would
like to involve the County in identifying the fragile areas on the fringes of
Iowa City, especially at the entrances to Iowa City. Baker reviewed the
membership to the committee and suggested it would be a good idea to have a
county representative on the committee.
Joint Human Services Facility:
Mintle stated that the City and County need to proceed with their commitment
for a facility. Mintle and Te Paske reviewed the OPP grant process and
application deadlines. The City Council and Board of Supervisors discussed
building alternatives, including privatization, purchasing a facility,
building a new building and using the Paul -Helen Building. Mintle stated
that 11 agencies are definitely committed to a joint facility with two other
agencies interested if space is adequate. White suggested contacting the
state block grant officials for an analysis of the probability of obtaining
the grant. Te Paske will get in contact with OPP officials. The City and
County agreed to continue pursuing the joint human services facility concept.
County Building:
The City Council and Board of Supervisors discussed the proposed purchase of
the Elm Grove Park parcel by the County. Berlin noted the possibility of the
Cito the
possible efuturegparkingsmaller
thearcels County. White treviewedElm
Grove
the draft of the
purchase agreement and stated that the County would like the City to consider
sale of the Elm Grove Park parcel promptly. Jansen stated that the Council
and Citycuss Clerkthto pexecute theosal y deed, andpass s set public hearingolution fortheMayor
7
Berlin said that the County could do test borings and preliminary site
2
planning immediately. In response to Strait, White said a clause could be
added to the agreement requiring the County to provide the City with a copy
of the proposed plan specifications and a form of the contract in advance of
the public hearing. White also stated that the offer is subject to compli-
ance by the City of all applicable statutes and ordinances.
Areas of City -County Jurisdiction:
The airport overlay zone, fringe area agreement, and specific current zoning
concerns were discussed. Members agreed that unless there was strong
objection to development applications the City Council would not go on record
approving or denying the application but instead would send a letter
acknowledging receipt and review of the proposal.
Other Business:
1. Ockenfels inquired about the status of the congregate housing plans.
Strait stated that service providers will be making presentations to the
Housing Commission at upcoming meetings. Berlin stated that the next
step is to decide who will provide planning assistance for congregate
housiCounty will be contactedthat a faboutdfuture congregate housingittee will meetings. The
2. Ockenfels asked about City architect selection. Berlin stated that the
City has a new process for consultant services selection and is currently
using several different architects on various projects.
3. nextgfiscal stated
year. thBthhCityxandeCountywill
off cialsheld
agr edmidway
thatthrough
day's
meeting was valuable.
Meeting adjourned at 5:30 p.m.