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HomeMy WebLinkAbout1984-10-23 ResolutionRESOLUTION NO. 84-287 RESOLUTION ACCEPTING THE WORK FOR THE PAVING, SANITARY SEIVER AND STORM SEVER IMPROVEMENTS IN PEPPERIVOOD ADDITION, PARTS 4, 5, 6 AND 7, IN IOIVA CITY, I01VA WHEREAS, the Engineering Division has certified that the following improvements have been completed in accordance with the plans and specifications of the City of Iowa City, The paving improvements in Pepperwood Addition, Parts 4, 5, 6 and 7 in Iowa City, Iowa, as constructed by Metro Pavers, Inc. of Iowa City, Iowa. The sanitary sewer and storm sewer improvements in Peppenaood Addition, Parts 4, 5, 6 and 7 in Iouu City, Iowa, as constructed by (Veber Brothers Construction Company of Mechanicsville, Iowa. AND WHEREAS, maintenance bonds have been filed in the City Clerk's office, NOW THEREFORE BE IT RESOLVED by the City Council of Iowa City, Iowa, that said improvements be accepted by the City of Iowa City. It was moved by Ambrisco and seconded by Dickson that the resolution as read be�pted, and upon roll call there were: AYES: NAYS: ABSENT: x Ambrisco x Baker x Dickson x Erdahl x _ McDonald _ X Strait x Zuber Passed and approved this 23rd day of October , 1984 , ATTEST: jjade i >✓KJ ` CITY CLERK 5 0 Reeelved & Approver: 6y Tho Leel Department /99S IOWA CITY CITY 01- CHIC CENTER 410 E. WASHINGTON ST. IOWA CITY, IOWA 52240 (319) 356-5000 ENGINEER'S REPORT October 18, 1984 Honorable Mayor & City Council Iowa City, Iowa Dear Honorable Mayor and Councilpersons: I hereby certify that the construction of the improvements listed below have been completed in substantial accordance with the plans and specifi- cations of the Engineering Division of the City of Iowa City. The required maintenance bond is on file in the City Clerk's office. Paving improvements in Pepperwood Addition, Parts 4, 5, 6 & 7 in Iowa City, Iowa, as constructed by Metro Pavers, Inc., of Iowa City, Iowa. Sanitary sewer and storm sewer improvements in Pepperwood Addition, Parts, 4, 5, 6 & 7 in Iowa City, Iowa, as constructed by Weber Brothers Construction Company of Mechanicsville, Iowa. I hereby recommend that the above mentioned improvements be accepted by the City of Iowa City. lRR ectfully su mi d, Frank K. Farmer City Engineer tp3/2 /09 RESOLUTION NO. 84-288 RESOLUTION ACCEPTING THE WORK FOR THE FY85 ASPHALT RESURFACING PROGRAM WHEREAS, the Engineering Division has recommended that the improvements covering the _FY85 Asphalt Resurfacing Program as included in a contract between the City of IowaCity and L. L. Pel ing_ Com any, Inc. of Iowa City, Iowa dated June 27, 1 , be accepte and WHEREAS, maintenance bonds have been filed in the City Clerk's office, NOW THEREFORE, BE IT RESOLVED by the City Council of Iowa City, Iowa, that said improvements be hereby accepted by the City of Iowa City, Iowa. It was moved by Ambrisco and seconded by Dickson that the resolution as read be adopted,- and upon roll call there were: AYES: NAYS: ABSENT: —x— Ambri sco x _ Baker .x. -._. _ Dickson x Erdahl —x_ McDonald x Strait x Zuber Passed and approved this 2. -,rd day of October 19 84 �v MAYOR ATTEST: CITY C Readvod A Approvod bi Th LeDal DeparhmnI i U I aq— /99b CITY CHIC CENTER OF 410 E. WASHINGTON ST OWA IOWA CITY, IOWA 52240 ENGINEER'S REPORT October 18, 1984 CITY (319)356-500D Honorable Mayor & City Council Iowa City, Iowa Dear Honorable Mayor and Councilpersons: I hereby certify that the construction of the improvements listed below have been completed in substantial accordance with the plans and specifications of the Engineering Division of the City of Iowa City. The required maintenance bond is on file in the City Clerk's office. The FY85 Asphalt Resurfacing Program as constructed by L. L. Pelling Company, Inc., of Iowa City, Iowa. I hereby recommend that the above mentioned improvements be accepted by the City of Iowa City. Re ectfully i tt , Frank K. Farmer City Engineer O9 AG ,e DEFEATED RESOLUTION NO. RESOLUTION APPROVING THE PRELIMINARY AND FINAL LARGE SCALE NON-RESIDENTIAL DEVELOPMENT PLAN FOR R PLAZA, PHASE 2. WHEREAS, the owner, Ken Ranshaw, has filed with the City Clerk of Iowa City, Iowa, an application for approval of the preliminary and final Large Scale Non -Residential Development (LSNRD) plan of R Plaza, Phase 2, located on the fallowing -described real estate in Iowa City, Johnson County, Iowa, to wit: Commencing at a point 696.5 .feet south of the east quarter corner of Section 16, Township 79 North, Range 6 West of the 5th Principal Meridian; thence south 87050' west, 1441.8 feet on the center line of State Highway 01 in accordance with the recorded plat in Book 4, page 223, in the Johnson County Recorder's Office; thence south 00014'15" west, 39.32 feet to a 58 inch iron pin on the southerly right-of-way of said Highway /1; thence south 00014'15" west, 137.8 feet to a point on the southerly line of Parcel 26, Iowa Department of Transportation Project F-1-5(10)--20-52 in accordance with the plans and right-of-way acquisition plats of record; thence south 00014'15" west, 121.08 feet; all in accordance with the approved large scale non-residential development plan of 'R Plaza, of record in file 166G, drawer 17, of the records of the Johnson County Recorder's Office; thence south 00014115" west, 83.00 feet along the west line of said R plaza, to the point of beginning of R Plaza, Part 2; thence south 89048117" east, 255.84 feet; thence south 00011'43" west, 222.62 feet, to a point on the southerly line of said R Plaza; thence north 89053126" west, 256.00 feet, to the southwest corner of said R Plaza; thence north 00014'15" east, along the west line of said R Plaza, 223.00 feet to the point of beginning. Said tract of land contains 1.31 acres, more or less, and is subject to easements and restrictions of record. WHEREAS, the Department of Planning and Program Development and the Public Works Department have examined the proposed preliminary and final LSNRD plan and have recommended approval of same; and WHEREAS, the preliminary and final LSNRD plan has been examined by the Planning and Zoning Commission and after due deliberation said Commission has recommended that it be accepted and approved; and WHEREAS, the preliminary and final LSNRD plan is found to conform with all of the requirements of the City of Iowa City, Iowa. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA CITY, IOWA: 1. That the preliminary and final LSNRD plan pertaining to the above-described real estate and known as R Plaza, Phase 2, is hereby approved. ao/3 Resolution -No. Page 2 2. That the Mayor and City Clerk of the City of Iowa City, Iowa, are hereby authorized and directed to certify this resolution which shall be affixed to the plan after passage and approval by law; and the owner/developer shall record them at the office of the County Recorder of Johnson County, Iowa, before the issuance of any building permits is authorized. It was moved by and seconded by the Resolution -be adopted, an upon roll call there were: AYES: NAYS: ABSENT: X Ambrisco X I Baker X Dickson X... Erdahl ' x McDonald x Strait _ Zuber Passed and approved this day of ATTEST: .. ...... ........... _ .. CITY CLERK 1984. Ib. I - i APP Oft a0/3 r;. RESOLUTION NO. 84-299 RESOLUTION APPROVING THE PRELIMINARY AND FINAL LARGE SCALE NON-RESIDENTIAL DEVELOPMENT PLAN FOR BDI, LOT 2. WHEREAS, the owner, Bob Wolf, has filed with the City Clerk of Iowa City, Iowa, an application for approval of the preliminary and final Large Scale Non-residential Development Plan for for BDI, Lot 2; and WHEREAS, the Department of Planning and Program Development and the Public Works Department have examined the proposed Large Scale Non -Residential Development Plan and have recommended approval of same with the under- standing that the owner will seek a National Pollutant Elimination Discharge System permit; and WHEREAS, the preliminary and final plan has been examined by the Planning and Zoning Commission and after due deliberation the Commission has recommended that it be accepted and approved; and WHEREAS, the preliminary and final plan is found to conform with all the requirements of the City ordinances of the City of Iowa City, Iowa. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA CITY, IOWA: 1. That the preliminary and final Large Scale Non-residential Development Plan for BDI, Lot 2, is hereby approved with the understanding that the owner shall seek a National Pollutant Elimination Discharge Systems permit for the on-site disposal of effluent. 2. That the Mayor and the City Clerk of the City of Iowa City, Iowa, are hereby authorized and directed to certify the approval of this resolution and of the preliminary and final plan after passage and approval by law, and the owner shall record any documents as required by the City at the Office of the County Recorder of Johnson County, Iowa, before the issuance of any building permits is authorized. It was moved by Zuber and seconded by Ambrisco the Resolution be adopted, and upon roll call there were: AYES: NAYS: ABSENT: X Passed and approved this v.jr(l dpy of ATTEST: Ambrisco Baker Dickson Erdahl McDonald x Strait Zuber 1984. Received 6 O.ppfeved By Tho legal Do �� �9R1 1120/`r To: Planning & Zoning Commission Item: S-8430. BOI Lot 2 GENERAL INFORMATION Applicant: Requested action: Purpose: Location: I Size: Comprehensive Plan: Existing land use and zoning: Surrounding land use and zoning: Applicable regulations: i 45 -day limitation period: SPECIAL INFORMATION Public utilities: STAFF REPORT Prepared by: Bruce Knight Date: October 18, 1984 Robert Wolf R.R. 5, Box 1238 Iowa City, Iowa 52240 Approval of a preliminary and final Large Scale Non -Residential Development plan. To house the corporate headquar- ters and manufacturing facilities for Pharmaceutical Development Systems, Inc. 2920 Industrial Park Road 3.42 acres Industrial Contractor facilities, storage and I-1. North - industrial (Capitol Propane); I-1 South - industrial (No. Amer. Van Lines); I-1 East - undeveloped; I-1 West - undeveloped; I-1 Provisions of the Zoning and Large Scale Non -Residential Development Plan review ordi- nances. 11/16/84 Water services are available. Sewer service is proposed to be provided by private lift station and force main to the Fairmeadows lift station with Engineering Division approval, 2 Public services: Transportation: Physical characteristics: Police and fire protection are available. Vehicular access is proposed via Industrial Park Road. The topography is relatively flat. ANALYSIS The attached statement of intent states that "The proposed development will be the construction of a warehouse addition of 5,560 square feet and an office addition of 2,590 square feet to the existing building on said premises and a detached warehouse building of 1,760 square feet, as well as the remodeling of the existing building... this structure will serve as the corporate headquarters and manufacturing facilities for Pharmaceutical Development Systems, Inc." Because this development represents a change in use, all requirements of the Zoning Ordinance must be met. The LSNRD plan as submitted complies with all requirements of the Zoning Ordinance. STAFF RECOMMENDATION Staff recommends that the preliminary and final LSNRD plan be approved subject to receipt and approval of a drainage easement. I ATTACHMENTS 1. Location map. 2. Statement of intent. ACCOMPANIMENTS 1. Preliminary and final LSNRD plan. Approved by:. r' I 0 i-% Donald chmeiser, Direcrec tor Department of Planning and Program Development YI . , M 4 13 0 V SITE LOCATION wrru . Mme. M44 LOCA"iiON MAP SCALE:1" s`.. 2600 CN\ �1 o2 o/loe STATa Mn OF NTENP City Planning Departimnt City of Iowa City Iowa City, IA 52240 Re: Robert H. and Erns J. Wolf - ISNRD We are the attorneys for Robert H. and Erma J. Wolf, the owners of the following described real estate situated in Iowa City, Johnson County, Iowa: Lot Two (2) in Auditor's Plat No. Thirty-two, Johnson County, Iowa, according to the plat thereof recorded in Plat Book 16, page 79, Plat Records of Johnson County, Iowa, subject to easements and restrictions of record. Mr. & Mrs. Wolf are presently the owners of said real estate with warranty deeds of record to said premises, and copies thereof can be provided to you in the event that this would be needed prior to the taking of final action by the City of Iowa City, Iowa. The proposed development will be the construction of a warehouse addition of 5,560 square feet and an office addition of 2,590 square feet to the existing building on said premises and a detached warehouse building of 1,760 square feet, as well as remodeling of the existing building. The dimensions of these additions and of the existing building are fully set forth on final proposed plans which have been sub- mitted to you. This structure will serve as the corporate headquarters and manu- facturing facilities for Pharmaceutical Development Systems, Inc. Construction will begin in November, 1984, and it is anticipated that the project will be completed and ready for occupancy Y No proposed dedications of land for public uses are anticipated. The street abutting this tract has been paved by the developer of the real estate above described, Allrovements and installation shown on the Business Development Incorporated. �P plan will be made. YO IAA aa�® 31984 NIARIACL R A3R CITY ttorney at law WA=N, SUEPPEL, DaIRM & HAYFS 122 South Linn Street Iowa City, IA 52240 c D/ l City of Iowa City MEMORANDUM Date: October 17, 1984 To: Don Schmeiser, Director of Planning 8 Program Development v 7. From: Frank Farmer, City Engineer . Re: Wolf Construction Warehouse Addition - Sanitary Sewer The proposed use of the Wolf Construction Warehouse Addition is to house the corporate headquarters and manufacturing facilities for Pharmaceutical Development Systems, Inc. (PDS). This will be a wet industry producing approximately 7000 gallons per day of effluent. The developer proposes to replace the existing septic system with a private lift station and force main to be connected to the City's sewer system. The problem lies in that the only accessible City sewer is one that flows to the Fairmeadows lift station. This lift station presently has a peak wet weather flow of 1.241 mgd and a capacity of 1.15 mgd. This deficiency results in occasional sewer backups and basement flooding (approximately one occurrence each five years). This new industry will add 0.007 mgd to the existing peak flow, increasing it by 0.6%. Therefore, the City is reluctant to allow the proposed development to tie into the City's sewer. However, there are advantages to allowing PDS to use the City's sewer. In addition to the economic advantages of new industry, this new continuous warm water flow will eliminate the existing freezing problem in this sewer line. Therefore, this new flow may prevent more sewer backups than it will cause. The new sewer study by Metcalf and Eddy will address the Fairmeadows lift station and recommend a solution to the capacity problem. Since the effluent will be of drinking water quality, open channel disposal is a possibility. Before open channel disposal can be allowed, a National Pollutant Elimination Discharge Systems (NPEDS) permit must be obtained from the Iowa Department of Water, Air and Waste Management. This is a three to six month process. The developer stated that uncertainties and delays may cause his company to relocate to a different city. Based on the above, the Engineering Division recommends allowing the new development to connect to the City's sewer on the condition that they pursue an NPEDS permit for open channel disposal. In the event that an NPEDS permit is unobtainable, Pharmaceutical Development Systems, Inc. will be allowed continued use of the City's sewer. In this event, any future increase in effluent output must be approved by the City. bj5/3 .200Z RESOLUTION 110. 84-290 RESOLUTION APPROVING THE PRELIMINARY AND FINAL PLATS OF AMHURST SUB- DIVISION, PART I, A SUBDIVISION OF IOWA CITY, IOWA. WHEREAS, the owners, Pat Moore Construction Co., have filed with the City Clerk of Iowa City, Iowa, an application for approval of the preliminary and final plats of Amhurst Subdivision, Part I, as legally described below: Commencing at the Northwest Corner of Lot 105; thence S 00002'19" W, 11.22 feet along the Westerly line of said Lot 105, to the Point of Beginning; thence S 89057'41" E, 175.00 feet along a line parallel with and 11.22 feet normally distant Southerly of the Northerly line of said Lot 105, to the Easterly line of said Lot 105; thence S 00002'19" W, 78.78 feet along said Easterly line; thence Southwesterly 31.42 feet on a 20.00 foot radius curve, concave Northwesterly, whose 28.28 foot chord bears S 45002'19" W; thence N 89057'41" W, 140.00 feet along the Southerly line of said Lot 105; thence Northwesterly 23.56 feet, on a 15.00 foot radius curve, concave Northeasterly, whose 21.21 foot chord bears N 44057'41" W; thence N 00002'19" E along the Westerly line of said Lot 105, 83.78 feet to the Point of Beginning. Said tract of land contains 17,150 square feet more or less and is subject to easements and restrictions of record; and, WHEREAS, the Department of Planning and Program Development and the Public Works Department have examined the proposed preliminary and final plat and have recommended approval of same; and, WHEREAS, the preliminary and final plats have been examined by the Planning and Zoning Commission and after due deliberation the Commission has recom- mended that the plats be accepted and approved with a waiver of the prelimi- nary platting requirements; and, WHEREAS, the preliminary and final plats are found to conform with all of the requirements of City ordinances of the City of Iowa City, Iowa. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA CITY, IOWA: 1. That the preliminary and final plats of Amhurst Subdivision, Part I, are hereby approved with a waiver of the preliminary platting requirements. 2. That the Mayor and the City Clerk of the City of Iowa City, Iowa, are hereby authorized and directed to certify approval of this resolution and of the preliminary and final plats after passage and approval by law; and the owner/subdivider shall record the final plat at the office of the County Recorder of Johnson County, Iowa, before the issuance of any building permit is authorized. ao�s Resolution No. 84-290 Page 2 It was moved by Ambrisco and seconded by Baker that the Resolution be adopted, and upon roll call there were: AYES: NAYS: ABSENT: x Ambrisco x Baker x Dickson x Erdahl x McDonald x Strait _x Zuber Passed and approved this 23rd day of Octobe44r 11 , 1984. 144 mEYOR ATTEST: ) ROeelved & Approved By iM Legal Deperfriene• � l� 4- FOR STAFF REPORT To: Planning and Zoning Commission Prepared by: Karin Franklin Item: S-8418. Amhurst Subdivision Date: June 7, 1984 Preliminary and Final Plat GENERAL INFORMATION Applicant: Pat Moore Construction Company 220 Stevens Drive Iowa City, Iowa 52240 Requested action: Approval of preliminary and final subdivision plats Purpose: To subdivide into four lots a single lot on which four townhouse units are built. Location: The northeast quadrant of the intersection of Amhurst and Washington streets. Size: 17,150 square feet Comprehensive plan: 8-16 dwelling units/acre } Existing land use and zoning: Multi -family residential; RM -20 Surrounding land use and zoning: North - multi -family residential; RM -20 East - undeveloped; RS -8 South - undeveloped; RM -12 West - single-family residential; OPDH-8 Applicable regulations: Subdivision regulations; zoning ordinance 45 -day limitation period: July 2, 1984 60 -day limitation period: July 17, 1984 SPECIAL INFORMATION Public utilities: Existing development is on city sewer and water. Public services: Served by municipal fire and police protection. Transportation: Access via Amhurst, Washington Street and Scott Boulevard. o?ois 3 Topography: Flat to gently sloping. ANALYSIS The proposed subdivision is for four developed lots on the east side of Iowa City. The property was developed under the old zoning ordinance as duplexes with the intention of converting the dwellings to zero -lot line structures when that option became available. The duplexes were connected by a garage with.a common wall in early 1984. The applicant wishes to be able to convey these structures as four single-family zero -lot line dwellings at this time. The preliminary and final plats conform substantially to the subdivision requirements. Contours are not shown on the preliminary plat. However, since these are developed lots, it is suggested that this requirement be waived. There are no internal streets in this subdivision and access is provided along existing streets. The existing structures comply with the zero -lot line requirements in that sufficient yards are provided and construction standards are met. An easement to retain a ten foot mainte- nance area between portions of Lots 2 and 3 will be necessary. These plats may be considered to be appropriate at this time within the context of the Council's development policy for the east and northeast portions of Iowa City, since development via the building permit process has already taken place and no additional effluent will be added to the sewer system due to this subdivision. STAFF RECOMMENDATION The staff recommends that the preliminary and final subdivision plats of Amhurst Subdivision Part 1 be approved upon resolution of the deficiencies listed below. DEFICIENCIES AND DISCREPANCIES 1. Submission of consent to plat document. 2. Submission of a ten foot maintenance easement upon portions of Lots 2 and 3. ATTACHMENTS Location map. ACCOMPANIMENTS Plat. Approved by: / I6�x;, 1=� Don Schmeiser, Director Department of Planning & Program Development aois LOCATION MAP S-8418 aois I� f RESOLUTION NO. A RESOLUTION AUTHORIZING THE REINSTATEMENT OF THE LEASE OF CERTAIN PREMISES BY UNION BUS DEPOT OF IOWA CITY, IOWA. WHEREAS, the City of Iowa City, Iowa, and Union Bus Depot of Iowa City, Inc. entered into a Lease Agreement commencing December 1, 1974, and ending November 30, 1976, for the lease of the following described real estate, to -wit: The South 70 feet of Lot 5 in Block 43, and the South 70 feet of the West 10 feet of Lot 6 in Block 43 in Iowa City, Johnson County, Iowa, according to the recorded plat thereof, and WHEREAS, said Lease Agreement also granted to the Tenant two 2 -year renewal options, both of which options have been exercised by the Tenant, and WHEREAS, said Lease Agreement was amended on June 13, 1978, to grant the Tenant two additional 2 -year renewal options, the first of which additional options has been exercised by the Tenant thereby renewing said Lease through November 30, 1982, and WHEREAS, said Lease Agreement was amended on April 27, 1982, to grant the Tenant three additional 2 -year renewal options, but the first of said options was never formally exercised, although Tenant has remained in possession of the premises; and WHEREAS, in order to reinstate the Lease, the Tenant, Union Bus Depot of Iowa City, Inc., now proposes to exercise the first of said 2 -year options granted pursuant to the amendment executed April 27, 1982, and has tendered percent- age rental for the period from November 1, 1982 through October 31, 1984, as consideration for the City's acceptance of said Exercise of Option, and WHEREAS, the City has agreed to accept said Exercise of Option, as well as the Exercise of Tenant's Option which will extend said lease to November 30, 1986. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA CITY, IOWA, that certain Lease Agreement between the City and Union Bus Depot of Iowa City, Inc. be reinstated as of December 1, 1982, that the Lessee's exercise of options to extend the term of the lease be accepted and that said lease be extended to November 30, 1986, pursuant to the terms of said lease as amended. It was moved by and seconded by the Resolution be adopted, and upon roll EM7-here were: AYES: NAYS: ABSENT: !l.Itli4iK�] 1, RESOLUTION NO. 84-291 RESOLUTION AUTHORIZING EXECUTION OF AN AGREEMENT WITH MErCALF AND EDDY FOR THE IOWA CITY WASTEWATER PLAN -ALTERNATIVE STUDY WHEREAS, the City of Iowa City, Iowa, has negotiated a agreement with Metcalf and Eddy a copy of said _areemant being attached to t is Reso ution an by this reference made a part hereof, and, WHEREAS, the City Council deems it in the public interest to enter into said _agreement approving the study and establishing a not to exceed fee of _$178.500.00 for re-evaluating the City's existing facility plan and investigating additional alternatives to resolve the problems associated with the collection and treatment of wastewater. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL: 1. That the Mayor and City Clerk are hereby authorized and directed to execute the Agreement with Metcalf and Eddy 2. That the City Clerk shall furnish copies of said agreement to any citizen requesting same. It was moved by . Zuber and seconded by Ambrisco that the resolution as read be adopted, an upon roll call there were: AYES: NAYS: ABSENT: X _ Ambrisco x Baker X Dickson — — x Erdahl x — — McDonald — — X Strait X Zuber Passed and approved this 23rd day of October 1984 MA OR ATTEST: 1 to u , <� -K JL') C TY CLERK Received d Approved By Tho Legal Dap rfm.nt a0.3.Z AGREEMENT BETWEEN CITY OF IOWA CITY, IOWA AND METCALF & EDDY, INC. I FOR PROFESSIONAL SERVICES THIS AGREEMENT, made this 74th day of Ortnhar , 19841 by and between the City of Iowa City, Iowa, acting herein by and through its City Council which is duly authorized so to act, hereinafter called the City, and Metcalf & Eddy, Inc. with offices at 85 W. Algonquin Road, Arlington Heights, Illinois, hereinafter called the Engineer. WITNESSETH, for the considerations hereinafter set forth, the parties hereto agree as follows: ARTICLE 1 - ENGAGEMENT OF THE ENGINEER The City hereby engages the Engineer and the Engineer hereby accepts the engagement to perform certain engineering services in connection with the Wastewater Plan - Alternative Study, hereinafter called the Project. ao ao3.;?- ARTICLE 2 - SERVICES OF THE ENGINEER 2.1 General 2.1.1 The Engineer will perform professional services in connection with the Project as hereinafter stated. 2.1.2 The Engineer will serve as the City's professional engineering representative in those phases of the Project to which this Agreement applies and will consult with and advise the City during the performance of the services. 2.1.3 The purpose of the Project shall be to re-evaluate the City's existing Wastewater Facilities Plan and investigate additional alternatives to resolve the problems associated with the collection and treatment of wastewater and to provide for orderly growth over a 20 year design period. In addition, the study will identify any possible project configurations which comprise a cost-effective and environmentally sound alternative for achieving the goal of satisfactory wastewater collection and treatment for both the short and long term. 2.2 Detailed Work Task Program 2.2.1 Investigation and Evaluation Phase 2.2.1.1 Review, and update as necessary, estimates of population and wastewater flow and i pollutant load projections presented in -2- O?03 -.2_ City's facilities plan. This task will utilize any recent population data available from the City, operating records from the City's wastewater treatment facility, and discussions with the Iowa Department of Water, Air, and Waste Management (IDWAWM) to resolve required capacities of needed improvements and final effluent standards for the treatment facility. 2.2.1.2 Review, and update as necessary, cost estimates associated with implementation of City's current "four-phase" development program. This review will utilize the previously prepared construction cost estimates and design drawings for improvements recommended in the Wastewater Facilities Plan coupled with an analysis of current and projected economic conditions. 2.2.1.3 Determine the remaining capacity, if any, of the trunk sewers serving the southeast quadrant of the City. i 2.2.1.4 Conduct preliminary screening of various wastewater collection, treatment and disposal alternatives to identify those alternatives recommended for further QED o?o3z investigation. This preliminary screening will include evaluation of: - New wastewater treatment facility - Expansion/upgrading of existing wastewater treatment facility - Alternative sites for a wastewater treatment facility - Satellite wastewater treatment facilities - Excess flow treatment options - Collection/interceptor sewer system options 2.2.1.5 Review with City the results of the Investigation and Evaluation Phase. Present alternatives recommended for detailed evaluation. To assist in the City's review, the Engineer will furnish twenty (20) copies of an informational document summarizing the alternatives. Obtain City's concurrence with up to six alternatives for detailed evaluation in subsequent tasks. 2.2.1.6 Arthur Young will conduct a one day privatization seminar for the City to further familiarize them with the concept -4- C,V03z and address the concerns which are associated with utilization of this financial approach. Ample time will be available for addressing the questions and concerns of the City. 2.2.2 Development of Wastewater Collection and Treatment Alternatives Phase Evaluate in detail those alternatives selected in Task 2.2.1.5. This detailed analysis will comprise, if appropriate, the following tasks: 2.2.2.1 Wastewater Treatment Plant. a) Proposed New Treatment Facility - Evaluate technical aspects of proposed new wastewater treatment facility site to assess achievement of the effluent standards set by IDWAWM. - Perform flow and solids balances to assess required capacities of treatment processes. - Investigate suitability of alternate treatment processes to achieve intended objectives. -5- 0103 b) Expansion/Upgrading of Existing -6- 0?e 3 a- Treatment Plant - Evaluate technical aspects of proposed alternative to assess achievement of the effluent standards set by IDWAWM. - Perform flow and solids balances to evaluate required capacities of treatment processes. c) Alternative Treatment Plant Sites - Select and evaluate alternative treatment plant sites and the use of multiple satellite plants. 2.2.2.2 Collector/Interceptor Sewer System. a) Utilizing results of City's sewer system evaluation survey (SSSS), review cost effectiveness analysis to determine that results remain compatible with City's overall plan. b) Specifically investigate alternatives to alleviate surcharging in Rundell Street sewer. Utilizing data in City's SSSS report, sewer system maps, topographic -6- 0?e 3 a- information and sewer size/slope data and flow measurement data, determine tributary flow rates and investigate possible solutions including redirection of wastewater flow at upper end of Rundell Street sewer. c) Review, and update as necessary, all interceptor sewer systems proposed in City's facilities plan to assess impact of any revisions to population projections developed in Task 2.2.1.1. d) Specifically investigate possibility of delaying implementation of proposed southeast interceptor. Evaluate potential for redirecting future flows from southeast area in conjunction with i Rundell Street sewer alternatives (Task 2.2.2.2b) 2.2.2.3 Excess Flows at Wastewater Treatment Plant. a) Evaluate alternatives for treatment of excess stormwater flows. This evaluation will parallel the alternatives developed for the wastewater treatment plant (Task 2.2.2.1) and will include: -7- aa3.z - Treatment of excess flows at a new treatment plant site. - Treatment of excess flows at an expanded/upgraded existing treatment plant utilizing either an innovative rapid infiltration system or conventional clarification/filtration processes. - Treatment of excess flows at the existing plant site with treatment of dry weather wastewater flow at a new treatment plant site. 2.2.2.4 Evaluation of Environmental, Financial, and Implementation Factors. a) Evaluate, where necessary, the environmental, financial and implementation considerations associated with the technical alternatives developed in Task 2.2.2. This evaluation will utilize data from the city's facilities plan to assess any changes in environmental and implementation factors that may result from the technical alternatives investigated in Task 2.2.2. -8- ao3�- i 2.2.2.5 Review of Detailed Evaluation. Meet with City to review the results of the detailed evaluation of the selected alternatives. Furnish City twenty (20) copies of an informational document which summarizes the results of the detailed evaluation and presents those alternatives recommended for evaluation of constructability and financial impacts. Obtain City's concurrence with up to three alternatives for investigation in subsequent tasks. 2.2.3 Constructability Evaluation Phase 2.2.3.1 Preparation of Preliminary Construction Cost Estimates and Evaluation of Cost -Saving Construction Techniques. a) Wastewater Treatment Plant - Proposed New Treatment Facility. Evaluate potential applicability of cost-saving techniques and resultant reduction in updated construction cost estimate (Task 2.2.1.2) for proposed Sand Road facility (if appropriate). -9- ao3 ,7- - Expansion/upgrading of existing Treatment Plant. Prepare preliminary construction cost estimate and evaluate incorporation of appropriate cost-saving techniques (if appropriate). - Alternative plant sites and satellite plants. b) Collector/Interceptor Sewer System - Investigate applicability of various cost-saving techniques, e.g., alternate materials for sewer pipe, and review previous estimate of construction cost. Review previously completed construction cost estimate and evaluate appropriate cost reduction measures for required interceptor sewers. c) Excess Flow Treatment System - Prepare preliminary construction cost estimate and assess potential for cost savings attributible to innovative construction techniques. -10- �?D3-2- 2.2.3.2 Assess Operability, Maintainability, and Reliability Aspects. Evaluate operability, maintainability and reliability aspects for the following major elements of the overall wastewater collection and treatment system: a) Wastewater Treatment Plant - Proposed New Treatment Facility - Expansion/Upgrading of Existing Treatment Plant - Alternate sites and satellite plants b) Interceptor Sewer System c) Excess Flow Treatment System 2.2.3.3 Implementation and Construction Management. Evaluate implementation and construction management aspects for the following major elements of the overall wastewater collection and treatment system: a) Wastewater Treatment Plant - Proposed New Treatment Facility - Expansion/Upgrading of Existing Treatment Plant - Alternate sites and satellite plants b) Interceptor Sewer System c) Excess Flow Treatment System -11- a o3a- 2.2.4 Financial Evaluation Phase Investigate economic impacts of various public and i private funding options for both capital and operating costs as they pertain to the three alternatives determined by the Engineer to be technically sound, environmentally acceptable, and economically constructable in Tasks 2.2.2 and 2.2.3 4 and selected by the City for detailed financial evaluation. In addition, identify advantages, disadvantages, and risks associated with various financial approaches. 2.2.4.1 Financing Approaches (Capital and O&M Costs) a) Public Funding - Grant Assistance - includes discussions with representatives of IDWAWM - Conventional municipal financing utilizing general obligation and I revenue bonds Other funding options: up to two additional financing options which are jointly determined to be the most appropriate will be evaluated b) Private Funding - Privatization -12- a o 3�- c) Combinations of Public and Private Funding (if necessary in the event that grant funding may be available for a portion of the project) 2.2.5 Selection of Recommended Plan Meet with City to review results of preceeding phases. Furnish City twenty (20) copies of an informational document which presents the recommendation for selection of the wastewater collection, treatment and disposal final alternative. Obtain City's concurrence with the recommended plan. 2.2.6 Final Evaluation and Report 2.2.6.1 Review and refine all aspects of final recommended plan selected in Task 2.2.5 to include technical basis of design, construction cost estimates, financing plan, and, if necessary, phasing or staging of construction. 2.2.6.2 Develop preliminary plan for implementing the recommended wastewater collection, treatment and disposal alternative. 2.2.6.3 Furnish City twenty (20) copies of the draft final report for review and comment. The City's comments will be incorporated into -13- ao3z the final report and one hundred (100) copies of the final report furnished for distribution by the City. The final report will summarize the various investigations conducted as part of the Project and will include the preliminary plan for implementing the recommended alternative. ARTICLE 3 - RESPONSIBILITIES OF THE CITY The City without cost to the Engineer, will: 3.1 Place at the disposal of the Engineer all available information pertinent to the Project, including previous reports and any other data relative to design and construction of the Project. Such reports and data are furnished without representation or warranty by the City 3.2 Provide access to and make all provisions for the Engineer to enter upon public and private lands as required for the Engineer to perform his work under this Agreement. 3.3 Designate in writing a person to act as the City's representative with respect to the work to be performed under this Agreement, such person to have complete authority to transmit instructions, receive information, interpret and define the City's policies and decisions with respect to materials, equipment elements and systems pertinent to the work covered by this Agreement. -14- a 0 3 -t_. 3.4 The City shall examine all documents presented by the Engineer and render in writing decisions pertaining to the documents within a reasonable time after receipt so as not to delay the work of the Engineer. ARTICLE 4 - PERIOD OF SERVICE 4.1 The Services called for in this Agreement shall be completed and the draft final project report submitted to the City for review within 160 calendar days following written authorization to the Engineer to proceed. The final project report shall be submitted to the City within 28 calendar days following receipt of comments by the City regarding the draft final report. These Periods of Service are exclusive of time utilized by the City in reviewing and commenting upon various submittals by the Engineer during the course of the Project. 4.2 The Engineer shall not be responsible for any delays in the performance of his services hereunder caused by strikes, action of the elements, acts of any government, civil disturbances, delays of the City in supplying information and in approving material submitted by the Engineer, or any other cause beyond his reasonable control, or for the expenses or other direct or indirect costs or consequences arising from such delays. -15- o?o3z ARTICLE 5 - PAYMENTS TO THE ENGINEER 5.1 For services performed under Article 2 - Services of the Engineer, the City will pay the Engineer the lump sum fee of one hundred seventy-eight thousand five hundred dollars ($176,500). Progress payments shall be made monthly in proportion to the services performed. For purposes of budgeting by the City, the Engineer estimates that the following percentages of the total lump sum fee are associated with completion of the major work task items: -16- O3-z- Portion of Description Lump Sum Fee Task 2.2.1 Investigation and Evaluation Phase 248 Task 2.2.2 Development of Wastewater Collection and Treatment Alternatives Phase 138 Task 2.2.3 Constructability Evaluation Phase 158 Task 2.2.4 Financial Evaluation Phase 178 Task 2.2.5 Selection of I Recommended Plan 48 -16- O3-z- Task 2.2.6 Final Evaluation and Report 278 Total 1008 5.2 The fee is based on the services in this Agreement being I authorized before December 1, 1984 and the services proceeding in an orderly and continuous manner so they can be completed by May 29, 1985. If the services are not authorized or they cannot be completed by these dates, for reasons beyond the control of the Engineer, the fee or the scope of services shall be renegotiated. 5.3 The Engineer agrees to use best efforts to perform the work specified and to fulfill all obligations under this Agreement. If both parties agree upon changes in the Engineer's Scope of Services, before such work is performed, a Supplemental Agreement shall be prepared setting forth the amended Scope of Services and the change, if any, in the fee. ARTICLE 6 - GENERAL PROVISIONS 6.1 Litigation and Additional Work In the event the Engineer receives a written request from the City to prepare for or appear in any litigation in behalf of the City or is to make investigations or reports on matters not covered by this Agreement, or is to perform -17- 02 03z additional work due to changes in codes or regulations issued by any regulatory agency after execution of this Agreement, or is to perform other services not included herein, additional compensation shall be paid the Engineer as is mutually agreed upon. 6.2 Ownership and Reuse of Documents The Engineer agrees to furnish, upon termination of this agreement and upon demand by the City, copies of all basic notes and sketches, charts, computations, and any other data prepared or obtained by the Engineer pursuant to this agreement without cost to the City. The City shall have full right to use such materials in any manner without any claim on the part of the Engineer for additional compensation; provided, however, that if the City uses the material on any other project, the City shall save the Engineer harmless from any claims or liability resulting from such action. All reports and/or drawings submitted to the City as part of this Project shall be affixed with the seal of a professional engineer, architect or other such seal as required by law. 6.3 Termination This Agreement may be terminated by the City by seven days written notice in the event of substantial failure to Mr. F� perform in accordance with the terms hereof by the Engineer through no fault of the City. If this Agreement is so terminated, the Engineer shall be paid in proportion to services performed prior to termination. If the City and Engineer are unable to agree on the percentage of completion, the matter shall be settled by arbitration in accordance with the latest rules of the American Arbitration Association, and judgement upon the award rendered upon such arbitration may be entered in the appropriate Court of any State having jurisdiction. 6.4 Fair Employment Practices The Engineer shall not commit any of the following employment practices and agrees to prohibit the following practices in any subcontracts: a. To discharge from employment or refuse to hire any individual because of their race, color, religion, sex, national origin, disability, age, marital status or sexual orientation. b. To discriminate against any individual, in terms, conditions or privileges of employment because of their race, color, religion, sex, national origin, disability, age, marital status or sexual orientation. -19- a03-Z W 6.5 Indemnity The Engineer agrees to indemnify and hold harmless to the City, its officers, employees, and agents against any liability or claim of damages arising out of the negligent acts, errors, or omissions of the Engineer, his employees, or agents. 6.6 Compliance With Laws It is agreed that no party to this Agreement shall perform contrary to any state, federal, or county law, or any of the ordinances of the City. 6.7 Representatives of the Engineer The Engineer shall furnish the services of Mr. Charles E. Pound and/or Mr. Lawrence P. Jaworski to attend such meetings of the City Council relative to the Project and as may be requested by the City. Any requirements made by the City shall be given with reasonable notice to the Engineer. Mr. Charles E. Pound will direct all efforts expended by the Engineer during the Project and will serve as the primary liaison with the City. Changes in the Engineer's Representatives shall be made only with the prior approval of the City. 6.8 Severability Should any section of this Agreement be found invalid, it is agreed that all of its other sections shall remain in full force and effect as though severable from the invalid part. -20- a0 3 .Z 6.9 Subrogation Both parties to this Agreement hereby agree mutually to waive any rights which each may have against the other with respect to subrogation under any policy of insurance relating to the services or work provided under this Agreement. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the day and year first above written. WITNESS APPROVED as to form: CITY By: d lti V/Y•�C./�� Ti e: Mayor WITNESSS(�\j NETCALLFF 6 EDDY, INC. Title: Regional Vice President Roceived A Approved By The Legal Department 02 o a.z r RESOLUTION NO. 84-292 RESOLUTION APPROVING THE SHARED HOUSING PROGRAM MANUAL AND AUTHORIZ- ING THE CITY MANAGER OR HIS APPOINTED DESIGNEE TO SOLICIT PROPOSALS FROM ELIGIBLE ORGANIZATIONS PURSUANT TO FEDERAL REGULATIONS (24 CFR PART 570.201) TO ADMINISTER THE SHARED HOUSING PROGRAM FOR THE ELDERLY AND HANDICAPPED RESIDENTS OF JOHNSON COUNTY. WHEREAS, the City Council of Iowa City deems it in the public interest to provide assistance to the elderly and handicapped people in Johnson County Who are in need of programs which aid them in their efforts to remain independent, and WHEREAS, the 'City of Iowa City has budgeted $15,000 in 1984 Community Development Block Grant monies for development and implementation of a Shared Housing Program for the elderly in Iowa City, and WHEREAS, the City has developed a manual for said Shared Housing Program. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF IOWA CITY: 1. That the Shared Housing Program Manual, attached hereto, is approved. 2. That the City Manager or his appointed designee is hereby authorized and directed to solicit proposals from eligible organizations pursuant to federal regulations (24 CFR Part 570.201) to administer the Shared Housing Program in conformance with the program manual. It was moved by Erdah7 and seconded by Baker that the Resolution be adopted, and upon roll call there were: AYES: NAYS: ABSENT: x Ambrisco x Baker x Dickson x Erdahl x McDonald x Strait x Zuber Passed and approved this 2-,,•d day of n,-toher 1984. OR ATTEST:}ha, = -el „) C T CLERK !'e rred V, N*PMA'Si �o bc51a1 Goparnx•nt X033 SHARED HOUSING PROGR41 MANUAL WAS SEM' IN HOUSING PROGRAM Iowa City, Iowa aos3 TABLE OF CONTENTS Chapter 1 STATEMENT OF PURPOSE AND GENERAL PROGRAM REQUIREMENTS A. Purpose B. Definitions C. Population Served D. Program Financing and Eligible Program Costs E. Eligibility F. Contracting Requirements G. Forms of Shared Housing Eligible for Program Assistance Chapter 2 SHARE MY HOME (INTERGENERATIONAL HOMESHARING) A. General B. Eligibility Requirements C. Matching Procedures 0. Contracting E. Follow-up Services Chapter 3 PEER SHARING (ELDERLY WITH ELDERLY) A. General B. Eligibility Requirements C. Matching Procedures D. Contracting E. Follow-up Services Chapter 4 SHARED LIVING (HANDICAPPED WITH ELDERLY) A. General B. Eligibility Requirements C. Matching Procedures D. Contracting E. Follow-up Services Chapter 5 STAFFING AND RECORD KEEPING A. General B. Staffing Requirements C. Fees D. Recordkeeping E. Filing Applications APPENDIX 1. File Cards 2. Application 3. Letter to Physician 4. Health Evaluation 5. Follow-up Cards 6. Pre -match Sheet 7. Waiver B. Homesharing Lease Agreement 9. Referral Sheet 10.•Monthly Statistics 11. Sample Proposal 12. Suggested Job Description ,2033 STANDARD OPERATING PROCEDURES SHARED HOUSING PROGRAM CHAPTER I. STATEMENT OF PURPOSE AND GENERAL PRUGRAFTENTUMM A. PURPOSE The purpose of the Shared Housing Program is to provide elderly/handi- capped persons with the necessary support services, networks and environ- ments that will allow them to remain independent and avoid premature institutionalization. An additional goal is to provide housing alterna- tives and less expensive housing for elderly/handicapped persons. B. DEFINITIONS ACTIVITIES OF DAILY LIVING - Functional activities critical to living independently such as eating, bathing, dressing, grooming and toileting. ASSESSMENT - A survey instrument which analyzes the five areas of human unc coning including social activities, economic, mental health, physical health and the activities of daily living. COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM - A Federal grant program authorized under Title I of the Hous-i—ng—TO Community Development Act of 1974 as amended. The Iowa City Council establishes program and budget al- locations within federal guidelines. ELDERLY - A person who is at least 62 years of age. FAIR MARKET RENT - The rent including utilities, range, refrigerator, all ma n enance, management and other services which HUD determines would be required to be paid to obtain privately owned rental units. These are established by HUD and adjusted annually as circumstances warrant. GROUP HOME - Three or more unrelated people sharing a house. HANDICAPPED - A physical or mental impairment which is expected to be of ong, continued, and indefinite duration and substantially impedes the ability to live independently. HOMEOWNER - A person who is providing the space. There must be one e room provided for each occupant. INDEPENDENT - Person who able to perform the necessary activities of daily living. INTERGENERATIONAL HOMESHARING - An elderly or handicapped home owner s aring is or er ome wi an unrelated younger person or vide versa. MATCHING LIST - A list maintained by the Shared Housing Coordinator con a n ng a names, preferences and demographic data about individuals seeking home share arrangements. The list contains both potential tenant homesharers and owner homesharers. "2033 2 PEER SHARING - An elderly home owner and an elderly tenant sharing housing costs. SHARED HOUSING COORDINATOR - A person responsible for the day-to-day administration of the Shared Housing Program. SHARED HOUSING - Two or more unrelated people who pool their personal and financial resources and share a home. SERVICE EXCHANGE - An agreement to trade a service like cooking, yard work or house cleaning for a mutually determined compensation such as reduced rent and board, free rent and board or a reduced rent and wages. TENANT - Unrelated occupant in a home that is not the home owner who has agreed to provide services for exchange or rent. C. POPULATION SERVED 1. Younger individuals in need of IOW -to -moderate -cost, low-density rental housing. Remuneration may be all or in part in chore assistance or assistance in performing the Activities of Daily Living. 2. Elderly and/or handicapped individuals in need of low -to -moderate -cost, low-density rental housing that will allow for a sharing of chores, household duties and financial obligations. A resulting benefit would be companionship, mutual support and an opportunity to maintain independent living so as to avoid or postpone institutionalization. D. PROGRAM FINANCING AND ELIGIBLE PROGRAM COSTS The Shared Housing Program may operate only if there exists a City Council resolution approving an agreement with a service agency and a sufficient appropriation of funds to finance said program. The approval and appro- priation of funds is done on an annual basis. The actual costs for staff salaries, wages and general overhead are eligible project costs to the same extent as costs incurred for other eligible Community Development Block Grant project activities. Contracts and agreements with organizations, firms and individuals for technical and professional services, are eligible project costs, provided that they meet the City requirements for third -party contracts as to form and method of solicitation, and are concurred in by the City Attorney's office and the City Manager. E. ELIGIBILITY In order to be considered eligible for the Shared Housing program, the applicant must meet the following criteria: 1. The applicant must be a resident of Johnson County, or desiring to live in Jdhnson County. x033 3 2. The prospective tenant must be capable of legally entering into a contract for housing and capable of performing the Activities of Daily Living with little or no assistance. 3. The prospective tenant must show a willingness to secure an optional living unit in the event the Shared Housing arrangement is not success- ful. In order for a dwelling unit to be considered eligible for Shared Housing, there must be provided within the dwelling unit one bedroom for each Shared Housing tenant and not less than one bedroom for the owner/operator of the Shared Housing unit. The Shared Housing unit must be in compliance with all applicable codes and ordinances. F. CONTRACTING REQUIREMENTS 1. The contract rent including utilities shall not exceed the current Fair Market Rent for: 1/2 of a two-bedroom unit for a dwelling unit occupied by one Shared Housing tenant. 1/3 of a three-bedroom unit for a dwelling unit occupied by two Shared Housing tenants. 1/4 of a four-bedroom unit for a dwelling unit occupied by three Shared Housing tenants. 2. The term of the Shared Housing contract shall be a minimum of six (6) and a maximum of twelve (12) months. It may be renewed. Both the tenant and the home owner shall execute the contract and shall acknowl- edge their understanding of the contract. The City of Iowa City and the contracting agency are not parties to the contract. The Shared Housing Coordinator will provide model leases and model living agreements upon request. Said model leases and living agree- ments shall be suitable for completion and execution by the tenant and home owner, or may be used as a guide in developing a lease or living agreement. G. FORMS OF SHARED HOUSING ELIGIBLE FOR PROGRAM ASSISTANCE 1. "Share -My -Home" - This concept of,homesharing is designed to match -up the hale -and -hardy elderly/handicapped home owner who wishes to take in a roomer. In order to receive homesharing assistance, the owner shall agree to the contracting requirements contained herein. Although the canpleted multi -dimensional functional assessment and medical statement required in other types of shared housing will not be required of Share -My -Home participants, a brief questionnaire shall be completed as part of the application process. �0 33 Assistance will be provided to the home owner in executing the initial homesharing contract. Contract renewals between the home owner and tenant will be reviewed by the Shared Home Coordinator, upon request of the homesharing parties. ded home 2 owner whorwould likestorogram is share his/hernhomet withtanotherhelderlylperson or persons. In order to receive homesharing assistance, the home owner and prospec- tive tenant(s) shall agree to the contracting requirements contained herein and shall further agree to participate in an assessment of their ability to live independently. The assessment shall be conducted by the Shared Housing Coordinator utilizing the multi -dimensional func- tional assessment instrument designed for the program. The owner and the prospective tenant shall obtain a written statement from a physi- cian stating that the potential shared housing participants are in good health and capable of independent living. 3. Shared Living - This program is designed for a group (3-5) of eld- erly/handicapped individuals who wish to live together and share household responsibilities. Each individual has his/her own private space and share common areas such as the kitchen, living and dining rooms. In order to receive program assistance, the prospective' homesharers shall agree to contracting requirements contained herein and shall further agree to participate in an assessment of their ability to live independently. This assessment shall be conducted by the Shared Housing Coordinator utilizing the multi -dimensional functional assess- ment instrument designed for the program. The prospective homesharers shall obtain a written statement from their physicians stating that they are in good health and capable of independent living. o?o 33 CHAPTER II. SHARE -MY -HOME (INTERGENERATIONAL HOUSING) A. GENERAL Share -My -Home is designed to match homeowners who wish to take in a tenant. Arrangements may include a service exchange for reduced or free rent. B. ELIGIBILITY REQUIREMENTS In order to receive program assistance, the home owner or tenant shall agree to the program requirements contained herein. Homesharers must demonstrate their ability to live independently or have a family member or service agency contracted to take care of their personal needs. Potential homesharers must complete a brief application containing demographic information and a statement of needs. C. MATCHING PROCEDURES Application and preplacement counseling will be conducted by the Shared Housing Coordinator or designated staff. 1. Initial Contact. Homeowners may request information regarding the program either by phone or walk-in. An application interview is scheduled or, in the case of the walk-in, the Shared Housing Coordina- tdr may conduct the application interview at the time of the walk-in. An appointment is scheduled to inspect the dwelling unit of homeowners requesting assistance. The personal interview may be conducted at the homeowner's residence at the time of the inspection visit. An intake card is completed (Appendix 1) when initial contact is made. Applica- tions may be mailed to the client; however, processing cannot be completed without a personal interview. !. Personal Interview. The main purpose of an interview is to assess the app icanT t s— needs—and expectations and to screen appropriate clients. A secondary purpose of the interview is to explain the program procedures and client criteria to the applicants. The Shared Housing Coordinator assists clients in filling out the application (Appendix 2). During this time, home -sharing needs, concerns, and preferences are discussed. Verification and reference forms are explained and given to the client (Appendices 3, 4). Applicants are placed on the active search file. To assist in scheduling and for the convenience of the applicant, the applicant shall be informed that the personal interview will last about one hour. 3. Search. The Shared Housing Coordinator conducts a matching search based on information provided in the application. Many factors such as spacial requirements, vocational preferences, services, needs, physical and personal traits, interests, etc., are combined and compared. File -coded cards (Appendix 1) are used to distinguish between homeowner and tenant. A computerized program may be utilized to match basic home -sharing preferences. Once the data is collected and stored, the counselors can assist the prospective homesharers in more thoroughly evaluating other factors such as attitudes, values and interests. 02033 4. Match-up Referral and Interview. The Shared Housing Coordinator shall contact the homeowner either by phone or in writing when a match is identified (Appendix 5). Sometimes there may be more than one live-in match. In cases, where more than one shared housing tenant will occupy an owner's residence, tenant profiles will be matched to tenant profile. When mutually agreed upon, a meeting between a homeowner and home share tenant candidate is arranged at the office. The counselor is available to help the perspective matches convey their needs and in negotiating an exchange. This interview should last between 30 and 60 minutes. The Share-My-Home lease and the services contract and any self-help material is explained at that time. The search continues if either or both parties choose not to pursue the agreement. Once agreement is achieved, a trial period lasting between one week and one month is arranged. As part of the agreement proce- dures the clients sign a waiver releasing the contracting agency from responsibility or liability for any claims, damages, or consequences which may result from the match. (Appendix 7) D. CONTRACTING After the trial period, the homeowners and tenants may request to enter into a Share -My -Home agreement (Appendix 8). Should either or both participants express a desire to terminate the housing arrangement, they are placed in the active search file or may wish to be removed from the list. An appointment is scheduled with the Shared Housing Coordinator to finalize the agreement and to sign the lease. The counselor assists the parties in clarifying their goals and expectations for the arrangement. However, all decisions are the product and the responsibility of the Share -My -Home participants. Contract renewals between the home owner and tenant will be reviewed by the Shared Housing Coordinator upon request of the homesharers. ao3 3 CHAPTER III PEER -SHARING (ELDERLY WITH ELDERLY) A. GENERAL Peer -Sharing is designed for those elderly/handicapped homeowners who are functionally impaired, but otherwise in good health, and an elderly/handicapped tenant willing to provide minimal supportive services in exchange for reduced rent and/or compensation or vice -versa. B. ELIGIBILITY REQUIREMENTS In order to be eligible for program assistance, applicants must demonstrate ability to manage the activities of daily living with minimal assistance. In order to assess the applicant's capability to perform the activities of daily living and to ascertain the level of support services needed, and to assess the applicants' present state of wellness, the homesharer shall be required to participate in the multi -dimensional functional assessment. In addition, the homesharer candidate must complete a brief application containing demographic information and a statement of needs. The applicant must also provide the Shared Housing Coordinator with a medical evaluation signed by his/her physician. The physician's statement should indicate that the homesharing applicant has no serious physical or mental impairment that would require more complete nursing care. An exception to this requirement may be considered if one of the homesharing applicants pos- sesses medical or nursing licenses and indicates a willingness to contract out nursing services as part of the shared housing agreement. C. MATCHING PROCEDURES Application, assessment and preplacement counseling will be conducted by the Shared Home Coordinator or designated staff. 1. Initial Contact. Homeowners and homeshare candidates may request fnformation regarding the program either by phone or walk-in. An application interview is scheduled or, in the case of the walk-in, the Shared Housing Coordinator may conduct the application interview at the time of the walk-in. An appointment is scheduled to inspect the dwelling unit of the homeowner requesting assistance. The personal interview and assessment may be conducted in the homeowner's residence at the time of the inspection visit. An intake card is completed (Appendix 1) when initial contact is made. Applications may be mailed to the client; however, processing cannot be completed without a personal interview. 2. Personal Interview. The main purpose of an interview is to assess the app cants needs and expectations and to screen appropriate clients. A secondary purpose of the interview is to explain the program procedures and client criteria to the applicants. The Shared Housing Coordinator assists clients in filling out the application (Appendix 2). time then homesharer shall be requiand rederences are to participate in the multi -di mensional functional assessment interview. Verification and reference forms are explained and given to the client (Appendices 3, 4) Appli- cants are placed on the active search file. To assist in scheduling and for the convenience of the applicant, the applicant shall be informed that personal and multi -dimensional functional assessment interviews will last about one hour. 3. Search. The Shared Housing Coordinator conducts a matching search based on information provided in the application. Many factors such as spacial requirements, vocational preferences, services, needs, physical and personal traits, interests, etc., are combined and compared. File -coded cards (Appendix 1) are used to distinguish between homeowner and tenant. A computerized program may be utilized to match basic home -sharing preferences. Once the data is collected and stored, the counselors are in a better position to assist the prospective home - sharers in evaluating other factors such as attitudes, values and interests using information obtained from the multi -dimensional functional screening and physician's evaluation. A committee composed of local elderly services personnel will meet on a regular basis to evaluate and determine potential matches. 4. Match -up Referral and Interview. The Shared Housing Coordinator shall contact the homeowner either by phone or in writing when a match is identified (Appendix 5). Sometimes there may be more than one live-in match. In cases, where more than one shared housing tenant will occupy an owner's residence, tenant profiles will be matched to tenant profile. When mutually agreed upon, a meeting between a homeowner and homeshare tenant candidate is arranged at the office. The counselor is available to help the perspective matches convey their needs and in negotiating an exchange. This interview should last between 30 and 60 minutes. The peer -sharing lease and the services contract and any self-help material is explained at that time. The search continues if either or both parties choose not to pursue the agreement. Once agreement is achieved, a trial period lasting between one week and one month is arranged. As part of the agreement proce- dures the clients sign a waiver releasing the contracting agency from responsibility or liability for any claims, damages, or consequences which may result from the match. (Appendix 7) D. CONTRACTING After the trial period, the homeowners and tenants may request to enter into a peer homesharing agreement (Appendix 8). Should either or both participants express a desire to terminate the housing arrangement, they are placed in the active search file or may wish to be removed from the homeshare list. An appointment is scheduled with the Shared Housing Coordinator to finalize the agreement and to sign the lease. The counselor assists the parties in clarifying their goals and expectations for the arrangement. However, all decisions are the product and the responsibility of the peer-homesharers. Peer-homeshare contracts shall be made for a minimum of six months and a maximum of 12 months and may be renewed. Renewals are contingent upon the homesharer's continued ability to perform the activities of daily living. ao33 These shall be assessed annually by the homesharing staff at least 60 days before renewal date. Termination procedures and notices shall be stated in the contract. FOLLOW-UP SERVICES The program provides follow up services within the first three months of the match to determine if the homesharers are satisfied with the living resolvingassist in n anyndifficulties a d the terms of the contraclarifyingct. needsThe of thenselors homesharers. In addition , they may need to help in termination of the agreement if the sh to hhomesharers omesharers are askedsbifdtheynw shst fremainnated onn thevihomeshareng aematching list. ao33 10 CHAPTER IV. SHARED LIVING (HANDICAPPED WITH ELDERLY) A. GENERAL Shared Living is designed for a group of elderly/handicapped individuals (3-5) who wish to live together in a single family dwelling unit. Each individual has his/her own private space and shared other common areas such as the kitchen, living and dining rooms. Homesharers entering into the agreement would vary according to their degree of independence and would be matched according to compatible needs and complementary skills. B. ELIGIBILITY REQUIREMENTS In order to be eligible for program assistance, applicants must demonstrate ability to manage the activities of daily living with minimal assistance. In order to assess the applicant's capability to perform the activities of daily living and to ascertain the level of support services needed, and to assess the applicants' present state of wellness, the homesharing appli- cants shall be required to participate in the multi -dimensional functional assessment. In addition, the candidates must complete a brief application containing demographic information and a statement of needs. The applicant must also provide the Shared Housing Coordinator with a medical evaluation signed by his/her physician. The physician's statement should indicate that the homesharing applicant has no serious physical or mental impairment that would require more complete nursing care. An exception to this requirement may be considered if one of the homesharing applicants pos- sesses medical or nursing licenses and indicates a willingness to contract out nursing services as part of the shared home agreement. C. MATCHING PROCEDURES Application, assessment and preplacement counseling will be conducted by the Shared Home Coordinator or designated staff. 1. Initial Contact. Homeowners and homeshare candidates may request Information regardingthe program either by phone or walk-in. An application interview is scheduled or, in the case of the walk-in, the Shared Housing Coordinator may conduct theapplication interview at the time of the walk-in. An appointment is scheduled to inspect the dwelling unit of the homeowner requesting assistance. The personal interview and assessment may be conducted in the homeowner's residence at the time of the inspection visit. An intake card is completed (Appendix 1) when initial contact is made. Applications may be mailed to the client; however, processing cannot be completed without a personal interview. 2. Personal Interview. The main purpose of an interview is to assess the applicant's needs and expectations and to screen appropriate clients. A secondary purpose of the interview is to explain the program procedures and client criteria to the applicants. The Shared Housing Coordinator assists clients in filling out the application (Appendix 2) and homesharing needs, concerns, and preferences are discussed. At time the homesharer shall be required to participate in the multi -dimen- sional functional assessment interview. Verification and reference aD3 3 forms are explained and given to the client (Appendices 3, 4). Appli- cants are placed on the active search file. To assist in scheduling and for the convenience of the applicant, the applicant shall be informed that that personal and multi -dimensional functional assessment interviews will last about one hour. 3. Search. The Shared Housing Coordinator conducts a matching search based on information provided in the application. Many factors such as spacial requirements, vocational preferences, services, needs, physical and personal traits, interests, etc., are combined and compared. File -coded cards (Appendix 1) are used to distinguish between homeowner and tenant. A computerized program may be utilized to match basic home -sharing preferences. Once the data is collected and stored, the counselors are in a better position to assist the prospective home - sharers in evaluating other factors such as attitudes, values and interests using information obtained from the multi -dimensional functional screening and physician's evaluation. A committee composed of local elderly services personnel will meet on a regular basis to evaluate and determine potential matches. 4. Match -up Referral and Interview. The Shared Housing Coordinator shall con ac a homeowner either Dy phone or in writing when a match is identified (Appendix 5). Sometimes there may be more than one live-in match. In cases, where more than one shared housing tenant will occupy an owner's residence, tenant profiles will be matched to tenant profile. When mutually agreed upon, a meeting between a homeowner and homeshare tenant candidate is arranged at the office. The counselor is available to help the prospective matches convey their needs and in negotiating an exchange. This interview should last between 30 and 60 minutes. The shared -living lease and the services contract and any self-help material is explained at that time. The search continues if either or both parties choose not to pursue the agreement. Once agreement is achieved, a trial period lasting between one week and one month is arranged. As part of the agreement proce- dures the clients sign a waiver releasing the contracting agency from responsibility or liability for any claims, damages, or consequences which may result from the match. (Appendix 7) D. CONTRACTING After the trial period, the homeowners and tenants may request to enter into a peer homesharing agreement (Appendix 8). Should either or both participants express a desire to terminate the housing arrangement, they are placed in the active search file or may wish to be removed from the homeshare list. An appointment is scheduled with the Shared Housing Coordinator to finalize the agreement and to sign the lease. The counselor assists the parties in clarifying their goals and expectations for the arrangement. However, all decisions are the product and the responsibility of the peer-homesharers. Shared Living contracts shall be made for a minimum of six months and a maximum of 12 months and may be renewed. Renewals are contingent ,upon the homesharers' continued ability to perform the activities of daily living. ao 33 12 These shall be assessed annually by the homesharing staff at least 60 days before renewal date. Termination procedures and notices shall be stated in the contract. E. FOLLOW-UP SERVICES The program provides follow-up services within the first three months of the match to determine if the homesharers are satisfied with the living arrangement and the terms of the contract. The counselors assist in resolving any difficulties and clarifying needs of the homesharers. In addition, they may need to help in termination of the agreement if the homesharers wish to disband. In cases of terminated living agreements, the homesharers are asked if they wish to remain on the homeshare matching list. 02033 13 �. CHAPTER IV. STAFFING AND RECOROKEEPING A. GENERAL This chapter describes the staffing and program methods required for administering the Shared Housing Program. B. STAFFING REQUIREMENTS The staff shall consist of one full-time Shared Housing Coordinator and at least two half-time volunteer positions. The Shared Housing Coordinator will recruit and train volunteers to help in various activities ranging from scheduling appointments to interviewing applicants. Volunteers shall specify qualifications, time commitments, skills and interests. Students from the University of Iowa may utilize the Shared Housing Program for intern or practicum experience. Staff members should have knowledge of elderly programs and resources available in the community. They should be aware of problems confronting older people and be able to assist in developing solutions. It is also necessary that the staff members possess strong communications and deci- sion-making skills. Counselors should have the ability to develop and maintain accurate records of client contacts. Finally, they should be able to successfully handle people with diverse backgrounds, lifestyles, needs and expectations. FEES Processing fees not only assist in ensure that clients are serious in non-refundable $5 application fee. the initial contact. A $20 service made and the contracts are signed. D. RECOROKEEPING meeting operational expenses but also pursuing an agreement. There is a This fee is explained at the time of fee is paid at the time the match is Recordkeeping is necessary in measuring the success and effectiveness of the program. Funding sources may require quarterly reports on the home -sharing program's progress. There are three major resources of recording data: the intake cards; referral sheet; and the follow-up contact forms. 1. Intake Cards. (Appendix 1) Intake cards are coded to distinguish homeowner and tenant. The cards are filed separately to ascertain any homeowner/ tenant imbalances. The intake cards are used to document information needed for annual reports to funding agencies such as the City Council and the Department of Housing and Urban Development Community Block Grant program (HUD-CDBG). 2. Referral Sheets (Appendix 9) Referral sheets are maintained to check each client's progress. Each referral is numbered and the clients involved are listed as well as the date of the match. Monthly statis- tics are then recorded with the number of referral matches and matched clients (Appendix 10). 0?O-71s 14 3. Follow-up Cards. (Appendix 5) The follow-up cards are used to record the number of attempts made to contact the client for a match. Addi- tional information such as the client's interest or any questions are also recorded. E. FILING APPLICATIONS, INTERVIEWS AND EVALUATIONS The files are separated and grouped according to: 1. Applications pending reference and verification forms. 2. Active clients in search of matches. 3. Inactive clients. 4. Matched clients. 5. Discontinued matches. All verification forms, evaluations and reference materials and additional information are attached to the original application form. The applica- tions are coded according to the homeowner and tenant. "96,33 HOMEOWNER ADDRESS PHONE (h) REFERRED TO S.H. BY? _ REASONS FOR HOMESHARING APPENDIX la HOMEOWNER INTAKE CARD STAFF PERSON (W) _ ZIP Best Time to call: FINANCIAL ARRANGEMENT SERVICES NEEDED/PROVIDED SPACE PROVIDED TIME CONSIDERATION: Can Wait _ Can't Wait _ Reason INTAKE DATE CANCELLED INTERVIEW DATE/TIME RESCHEDULED ,2033 TENANT ADDRESS PHONE (h) REFERRED TO S.H. BY? _ LOCATION DESIRED: 1._ REASONS FOR HOMESHARING FINANCIAL ARRANGEMENT _ SERVICES NEEDED/PROVIDED APPENDIX lb TENANT INTAKE CARD STAFF PERSON ZIP _ Best Time (W) to call:_ 2. SPACE NEEDED TIME CONSIDERATION: Can Wait _ Can't Wait _ Reason INTAKE DATE INTERVIEW DATE/TIME CANCELLED RESCHEDULED REFERENCES GIVEN? Appendix 2 HOMEOWNER APPLICATION DATE STAFF PERSON FILE i I. BACKGROUND INFORMATION HOMEOWNER (Last name first) ADDRESS ZIP BEST TIME TELEPHONE (H) (W) TO CALL: REFERRAL SOURCE PHONE: S.S. t NOW DID YOU FIND OUT ABOUT SHARED HOUSING? EMERGENCY CONTACT HOW LONG HAVE YOU LIVED IN IOWA CITY? IN PRESENT HOME? OTHER OCCUPANTS IN HOUSE HAVE YOU SHARED BEFORE (OTHER THAN FAMILY)? YES NO 1. WHEN/HOW LONG WITH WHOM WHAT WAS WHAT PROBLEMS SUCCESSFUL? DID YOU HAVE? 2. WHEN/HOW LONG WITH WHOM WHAT WAS WHAT PROBLEMS SUCCESSFUL? DID YOU HAVE? II. SERVICE EXCHANGE INFORMATION WHAT REASON FOR HOMESHARING NOW? RENT EXPECTED IS THIS NEGOTIABLE? SOURCE OF INCOME: Salary SS Pension SSI Disability Unempl Other Total: SHARED COSTS, E.G. UTILITIES. ESTIMATE AMOUNT PER MONTH FOR TENANT(S): OIL ELECTRIC GAS WATER PHONE REDUCED RENT FOR SERVICE? (indicate percent of renter E amount) FREE RENT FOR SERVICES? (indicate 9 of service hours required) FREE ROOM AND BOARD FOR SERVICES? (indicate # of service hours required) ROOM AND BOARD PLUS COMPENSATION? AMOUNT? 02033 HOMEOWNER APPLICATION - WILL NEED, PROVIDE, OR SHARE THE FOLLOWING (specify N of hours): HOUSEWORK COOKING KITCHEN PRIVILEGES DRIVING GARDENING LAUNDRY ERRANDS YARDWORK (specify) HOUSE MAINTENANCE (changing windows, etc.) SPECIAL CONDITIONS OR PHYSICAL LIMITATIONS DETERRING APPLICANT FROM ENGAGING IN CERTAIN HEAVY HOUSEWORK III. PERSONAL NEEDS AND EXPECTATIONS In order for us to make a compatible match between you and a tenant, we need to know your own attitudes or behavior and the attitude or behavior you would prefer from the tenant with whom you might share a home. Be sure to indicate the frequency of your behavior and/or the degree of importance you attach to having the tenant share that attitude or behavior. (Eg., you do not smoke, but you do not care if the tenant does.) Your Behavior/Attitude Attitude/Behavior of Tenant Religion Alcohol/Drugs Smoking Cigarettes Having a house guest(s) overnight Having family/friends over Watching T.V. Playing the radio/stereo Pets Would you be willing to have a homesharer of either sex? Which sex would you prefer? WHAT ACTIVITIES ARE IMPORTANT TO YOU? (HOBBIES, INTERESTS, ETC.) WHAT KIND OF PERSON WOULD YOU BE COMPATIBLE WITH? (PERSONALITY, TRAITS, HABITS, DAILY ROUTINE, CLEANLINESS STANDARDS, ETC.) ,?O 33 HOMEOWNER APPLICATION - 3 WHAT IRRITATES YOU ABOUT PEOPLE? DO YOU HAVE SOME TRAITS THAT MIGHT IRRITATE A HOMESHARER? WHAT WOULD SOMEONE LIKE ABOUT YOU? WHAT WOULD SOMEONE DISLIKE ABOUT YOU? TO WHAT EXTENT ARE YOU INVOLVED WITH YOUR FAMILY? FRIENDS? NEIGHBORS HAVE YOU BEEN HOSPITALIZED RECENTLY? _ DO YOU HAVE A HEALTH CONDITION A HOMESHARER SHOULD KNOW ABOUT? FAMILY PHYSICIAN ADDRESS MEDICATIONS? SPECIAL DIET CONSTRAINTS IN DAILY LIVING? HOW 00 YOU DEAL WITH THEM? IV. NEIGHBORHOOD AND HOME DESCRIPTION NEIGHBORHOOD DESCRIPTION IS YOUR HOME NEAR PUBLIC TRANSPORTATION? Bus DO YOU DRIVE? OWN YOUR OWN CAR? PARKING/GARAGE SPACE IS HOME WITHIN WALKING DISTANCE OF THE FOLLOWING? Grocery Store Churches Shopping Areas Laundromat _ nthPr HOME DESCRIPTION DOES YOUR HOUSE NEED ANY MINOR OR MAJOR REPAIRS? _ DO YOU OWN YOUR HOME? _ TYPE: Single Family Semi-detached Row Home Apartment Floor USE PUBLIC TRANSIT? Senior Center Hospital RENT? ACCESS: Front Side Back Appropriate for handicapped people? STAIRS: Entrance _ 2nd Floor _ Basement Other ,?o .3-3 HOMEOWNER APPLICATION - ti SPACE PROVIDED: How many rooms? Which floor?—Furnished _Unfurnished GENERAL DESCRIPTION (SIZE, CLOSET SPACE, FURNITURE, CONDITION, AMBIENCE): STORAGE WHAT? WILLING TO STORE SOME OF YOUR FURNITURE? BATHROOM: Shared Private Tub Shower Which floor? LAUNDRY: Washer Dryer Which floor? CONCLUSION CONCERNS AND/OR QUESTIONS YOU MAY HAVE ABOUT HOMESHARING ARE YOU SEEKING A HOUSEMATE THROUGH ANY OTHER MEANS? (COMMERCIAL SERVICE, ADVERTISING, OTHER) IF YOU FIND A HOUSEMATE THROUGH OTHER EFFORTS, WILL YOU NOTIFY US OF THIS? ARE YOU INVESTIGATING OTHER HOUSING POSSIBILITIES? (SELLING, MOVING, ETC.) HOW LONG DO YOU WANT YOUR HOMESHARING AGREEMENT TO LAST? PERMANENTLY) (1 YEAR, 2 YEARS OR MORE MAY WE CONTACT TWO REFERENCES: 1. Name Address Telephone Re at ansh p 2. Name Address Telephone Relationship DO YOU WANT OUR STAFF TO PROVIDE THE FOLLOWING SERVICES? _ Routine progress checks before match _ Participate in your home - is made sharing agreement _ Give your phone number to potential _ Do routine follow-up after homesharers match is made Be present during your introduction to a homesharer Multi -dimensional functional screening test is scheduled for Housing inspection is scheduled for .20 33 ROOM AND BOARD PLUS COMPENSATION? Amount: AMOUNT? 02033 Appendix 2b TENANT APPLICATION DATE STAFF PERSON FILE i I. BACKGROUND INFORMATION TENANT (Last name first) PRESENT ADDRESS ZIP SECTION DESIRED LOCATION: IST 2ND 3RD BEST rRF- TELEPHONE (H) (W) TO CALL: REFERRAL SOURCE PHONE: S.S. i HOW DID YOU FIND OUT ABOUT SHARED HOUSING? EMERGENCY CONTACT HOW LONG HAVE YOU LIVED IN IOWA CITY? IN PRESENT HOME? WHY ARE YOU NEEDING TO MOVE? HAVE YOU SHARED BEFORE (OTHER THAN FAMILY)? YES NO 1. WHEN WITH WHOM HOW LONG? WHAT WAS SUCCESSFUL? WHAT PROBLEMS DID YOU HAVE? 2. WHEN WITH WHOM HOW LONG? WHAT WAS SUCCESSFUL? WHAT PROBLEMS DID YOU HAVE? II. SERVICE EXCHANGE INFORMATION WHAT REASON FOR CHOOSING HOMESHARING? SOURCE OF INCOME: Salary SS Pension SSI Disability Unempl Other Total: MAXIMUM RENT PRESENT RENT SERVICE EXCHANGE FOR: Reduced Rent Free Rent (Indicate t of hours willing to work) Free Room and Board (indicate i of hours willing to work) Room & Board + Compensation ROOM AND BOARD PLUS COMPENSATION? Amount: AMOUNT? 02033 TENANT APPLICATION - 2 WILL NEED, PROVIDE, OR SHARE THE FOLLOWING: HOUSEWORK COOKING GARDENING YARDWORK (specify) KITCHEN PRIVILEGES_ DRIVING LAUNDRY ERRANDS SPECIAL CONDITIONS OR PHYSICAL LIMITATIONS DETERRING APPLICANT FROM ENGAGING IN CERTAIN HEAVY HOUSEWORK III. PERSONAL NEEDS AND EXPECTATIONS Since the goal of the program is to make a compatible match between a tenant and an elderly person in the community, we need to know your own attitudes or behavior and the attitude or behavior concerning the following topics. Please explain your own attitude or behavior and the attitude or behavior you would prefer from the elderly person with whom you might share a home. Be sure to indicate the frequency of your behavior and the de ree of im ortanou are at devoutach t Christianavinhandldit isperson that attitude or a avior. g., Y impor- tant that you share a home with another Christian.) Your Behavior/Attitude Attitude/Behavior of Elderly Person Religion Alcohol/Drugs Smoking Cigarettes Having a house guest(s) spend the night Having friends over Watching T.V. Playing the radio/stereo Please describe as specifically as you can what you expect/would like to receive from a Homesharing relationship.. WHAT ACTIVITIES ARE IMPORTANT TO YOU? (HOBBIES, INTERESTS, ETC.) WHATKIND O E,CLEANLINESS LS YOU B COETC.) WITH? (PERSONALITY, TRAITS, HABITS, DAILY WHAT IRRITATES YOU ABOUT PEOPLE? ,263-3 TENANT APPLICATION - 3 DO YOU HAVE SOME TRAITS THAT MIGHT IRRITATE A HOMESHARER? WHAT WOULD SOMEONE LIKE ABOUT YOU? WHAT WOULD SOMEONE DISLIKE ABOUT YOU? TO WHAT EXTENT ARE YOU INVOLVED WITH YOUR FAMILY? FRIENDS? NEIGHBORS WHOM COULD WE CONTACT IN AN EMERGENCY? Name Relationship Address City Zip Phone HAVE YOU BEEN HOSPITALIZED RECENTLY? DO YOU HAVE A HEALTH CONDITION A 1TOMESHARER SHOULD KNOW ABOUT? FAMILY PHYSICIAN ADDRESS MEDICATIONS? SPECIAL DIET CONSTRAINTS IN DAILY LIVING? HOW 00 YOU DEAL WITH THEM? IV. NEIGHBORHOOD AND HOME DESCRIPTION DO YOU NEED TO BE NEAR PUBLIC TRANSPORTATION? 00 YOU DRIVE? OWN YOUR OWN CAR? NEED PARKING/GARAGE SPACE DO YOU WANT TO BE WITHIN WALKING DISTANCE OF THE FOLLOWING? Grocery Store Churches Hospital Shopping Areas Laundromat Senior Center Other HOME CONSIDERATIONS TYPE: _ Single Family ACCESSIBILITY: _ Can manage steps Semi-detached Raw Home _ Cannot manage steps Apartment loor Wheelchair F _ PRIVATE SPACE DESIRED How many rooms? Which floor? Furnished Unfurnished Other ' STORAGE aoa33 TENANT APPLICATION - 4 Need BATHROOM: Shared_ Private Tub_ Shower_ Which floor?_ Handrails?_ LAUNDRY: Washer Dryer Which floor? CONCLUSION CONCERNS ANO/OR QUESTIONS YOU MAY HAVE ABOUT HOMESHARING ARE YOU SEEKING A HOUSEMATE THROUGH ANY OTHER MEANS? (COMMERCIAL SERVICE, ADVERTISING, OTHER) — IF YOU FIND A HOUSEMATE THROUGH OTHER EFFORTS, WILL YOU NOTIFY US OF THIS? ARE YOU INVESTIGATING OTHER HOUSING POSSIBILITIES? (SELLING, MOVING, ETC.) HOW LONG DO YOU WANT YOUR HOMESHARING AGREEMENT TO LAST? (1 YEAR, 2 YEARS OR MORE PERMANENTLY) MAY WE CONTACT TWO REFERENCES: 1. Name Address Telephone Relationship 2. Name Address Telephone Relationship 00 YOU WANT OUR STAFF TO PROVIDE THE FOLLOWING SERVICES? Routine progress checks before match is made Give your phone number to potential homesharers Be present during your introduction to a homesharer _ Participate in your home - sharing agreement Do routine follow-up after match is made aa33 Appendix 3 I. LETTER TO DOCTOR Dear Physician: The Shared Housing Program is a public service that assists homeowners and tenants in making homesharing arrangements. i Applicants must be physically, emotionally and mentally able to care for their personal needs to live in a family atmosphere. Your completion of the HEALTH EVALUATION form will help us determine the suitability for homes ar ng of the individual involved. Thank you. Sincerely, I NAME OF PATIENT: ADDRESS OF PATIENT: For purposes of evaluating my suitability for homesharing through the Shared Housing Program, I authorize the release of pertinent medical in- formation to the organization named above. DATE: SIGNED: 020'3_3 APPENDIX 4 -. Patient's ame HEALTH EVALUATION What medicine does the patient take? Frequency? Is he/she able to administer these drugs independently? Is the patient incontinent? Frequency? Is there any evidence of alcohol or drug abuse? Please explain. Is the patient able to use stairs? Are there any other physical limitations that we should know of? Does the patient forget things easily? Does confusion interfere with the patient's ability to live independently? How would you describe the patient's mental and emotional health? Do you think the patient would get along well in a homesharing arrangement? DATE: PHYSICIAN'S SIGNATURE: ADDRESS: PHONE NO.: ao33 Appendix 5 FOLLOW-UP CARDS I DATE: Dear I The Shared Housing Office has been actively seeking a housemate to meet your needs. To date, we have been unable to find a homesharer for you. We are presently updating your file to assist In this homesharing search. We would like to know if you are still interested in homesharing or if there have been any changes in your present living situation. Please contact the Shared Housing Office within two weeks of re- ceiving this card. If we do not hear from you, we will assume you no longer need our housing services. Thank you for your coop- eration. Sincerely, Phone DATE: Dear , The Shared Housing Office has been trying to reach you to discuss your homesharing situation. Please contact us as soon as possible at . Thank you. Sincerely, '2033 Appendix 7 HOLD HARMLESS AGREEMENT It is hereby agreed and understood that the Shared Housing Program is not the agent of any party (homeowners or homeseekers) but acts as a facilitator in providing the opportunity for the parties involved to come together and fashion an acceptable housing arrangement. The execution of any contract involving a homesharing arrangement shall be the final decision and sole responsibility of the parties entering into said contract. The Shared Housing Program does not make any guarantee or assurance as to the fitness of any prospective homesharer. I hereby agree to hold harmless the City of Iowa City, its officers, agents or employees as well as the staff of the Shared Housing Program from any claims, damages, or injuries of any kind arising from any homesharing arrange- ment. DATE: I have read and understood the above waiver. SIGNATURE Witness: SHARED HOUSING COORDIN R X03 3 APPENDIX 8 HOMESHARING LEASE AGREEMENT 1. PARTIES: The parties to this agreement are: who will be called the Homeowner, an who will be called the Homesharer. 2. PROPERTY: a. The Homeowner is sharing the following home with the Homesharer: b. The Homeowner also is sharing the following items of personal property with the Homesharer: c. The Homesharer is sharing the following items of personal property with the Homeowner: d. The following areas of the home or items of personal property owned by the Homeowner are NOT to be shared or are to BE SHARED ONLY AS SPECIFIED. e. The following items of personal property owned by the Homesharer are NOT TO BE SHARED or are to BE SHARED ONLY AS SPECIFIED: 3. TERM: This Agreement begins on and continues for until . If neither e Homeowner nor the Homesharer gives written notice of termination to the other at least days before the termination date, the Agreement will continue on a to basis. Complete only one of a b c below. a. RENT: The Homesharer shall pay monthly rent of E in advance on the first day of each month. OR '2633 -z - b. SERVICES ONLY: The Homesharer shall provide the following services as specified (describe the service and include how often, i.e. will scrub bath and kitchen floors once a week --will shovel snow as necessary, etc.): c. RENT AND SERVICES: The Homesharer shall pay monthly rent of in advance on the first day of each month and provide t e o owing services as specified (include how often): 4. SECURITY DEPOSIT: The Homeowner acknowledges receipt of a security deposit , to be applied by the Homeowner on account of any costs incurred or amages suffered as a result of the failure of the Homesharer to perform any of its obligations under this Agreement. The Homeowner shall keep the security deposit in an interest-bearing savings account at Homeowner of the Homesharer's mailing address or delivery instructions, the Homeowner shall return the security deposit but less any deductions the Homeowner has the right to make in accordance with the preceding paragraph. If any deductions are made, the Homeowner shall also give the Homesharer a written, itemized statement of the deductions and an explanation of why each deduction was made within 30 days of termination. No deductions shall be made for normal wear and tear to the home. 5. UTILITIES: Utilities shall be paid by the party at the percentage rates nd cat as follows: Homeowner Homesharer Electricity Gas Oil or Coal Water and Sewer Garbage Collection - Trash Removal Other: '2033 6. TELEPHONE: Is the Homesharer Yes. No telep one un er e oowing and as to payment o costs -3- to install his or her If not, the Homesharer conditions as to use _ own telephone? may. use the Homeowner's FOOD COSTS: Is the Homesharer to purchase his or her own food separately? Yes No If not, the cost of food shall be shared in the fol owing manner: 8. THE HOMESHARER'S DUTY TO 14AINTAIN THE HOME: The Homesharer shall cooperate with the omeowner to eep t e home in a clean and sanitary condition and shall not deliberately or negligently damage any part of the premises or knowingly permit a person to do so. The Homesharer shall be liable for any damage to the home or the Homeowner's property caused by, and shall make any repairs made necessary by, the actions or negligent omissions of the Home - sharer, or any of the Homesharer's visitors. The Homesharer shall not make any alterations, additions or improvements to the home without the prior written consent of the Homeowner. 9. THE HOMEOWNER'S DUTY TO MAINTAIN THE HOME: The Homeowner shall maintain the home in a decent an sae cond tion, and, with the cooperation of the Homesharer, shall keep the home in a clean and sanitary condition. The Homeowner shall be liable for any damage to the Homesharer's property caused by, and shall make any repairs made necessary by, the acts or negligent omissions of the Homeowner, or any of the Homeowner's visitors, except to the extent the damage is covered by the Homesharer's insurance policies, if any. 10. REPAIRS: a. The Homeowner shall comply with the requirements of applicable building and housing codes materially affecting health and safety and shall make all repairs and do whatever is necessary to put and keep the premises in a fit and habitable condition. b. No substantial alteration, addition or improvement shall be made by Homesharer in or to the dwelling unit without the prior consent of the Homeowner in writing. 11. NOISE: Both parties agree to refrain from excessive noise or any other activity which disturbs peace and quiet. 12. INSURANCE: Homeowner shall continue his or her existing homeowner's insur- ance coverage which unless otherwise noted; includes fire and extended coverage casualty insurance covering both the home and the homeowner's personal property and liability insurance. Exception Homesharer agrees to 'obtain personal property insurance and liability by means of a "tenants" insurance policy. ,2033 -4- 13. TERMINATION: a. Homesharer may terminate this agreement by giving Homeowner written notice at least 30 days before the end of the rental term. b. Homeowner may terminate this agreement by giving Homesharer written notice at least 30 days before the end of the rental term. c. The Homeowner and the Homesharer each shall have the power and right to terminate this Agreement n 30 i nysschthe prior a wmannerthat ne to the other in homesharing many such case, ulry .oj �y -- terms or on new terms; but they do not have any obligation to do so. d The Homesharer permanentshall hav(utiona izationi of the Homeowner ce to vacate" in the event of the dea e Under Acprovisions of the with provaisioi sorm to serve notices, Landlord and Tenant notices 1. Homeowner may terminate this agreement if the Homesharer fails to pay/perform rent. 2. Homeowner may terminate this agreement if the Homesharer destroys or about the premises or property or maintains any nuisance upon continues to breach any material provision of this agreement. The Homeowner and the Homesharer acknowledge they, understand the provisions of this agreement and tht tions aw inten bysigning the areement t to do so.t creates legally enforceable rights and Homesharer, Homeowner Date__. ate Addendum: '7633 NAMES x H Q z w P4 P, a S.P. 0 o r nun for "I Appendix 10 PROGRAM OUTCOME MEASURES Submitted by: MONTH YEAR HOMESHARING SERVICES Projected Number First Year Goal Achieved Comparison t of program inquiries i of tenant interviews f of homeowner interviews of housemate referrals i of homesharing matches of persons involved i of elderly matched HOUSING OPTION COUNSELING of clients served of elderly served COMMUNITY SERVICE REFERRAL i of clients served of elderly served COMMENTS: 020 33 Appendix 11 — Sample Agreement AGREEMENT BETWEEN THE CITY OF IOWA CITY AND FOR THE USE OF 1984 COMMUNITY DEVELOPMENT BLOCK GRANT FUNDS FOR THE SHARED HOUSING PROGRAM This agreement, entered into on this day of b and between the City of Iowa City, municipal corporation (herein referred to as the "City"), and , herein referred to as Whereas, the City is the recipient of Community Development Block Grant (herein referred to as CDBG) funds, granted by the United States Depart- ment of Housing and Urban Development (herein referred to as "HUD"), under Title I of the Housing and Community Development Act of 1974, as amended (Public Law 93-383); and Whereas, the City wishes to provide the elderly and handicapped residents of Johnson County with living arrangements that will enhance their ability to remain independent and stay in their homes. Now, therefore, the parties hereto agree to the following in performance of this agreement. I. Purpose and Scope of Services: A. The agrees to assist in providing the elderly and handicapped residents of Johnson County with the necessary environment and support that will allow them to remain in their hones. B. The agrees to develop and implement a Shar Housing Program that will assist elderly and handicapped home owners in matching and selecting compatible and affordable housemates. The may utilize the Shared Housing Program manual provided ere n, C. The agrees to hire a Coordinator who is responsible for developing and administering, the Shared Housing Program. II. Time of Performance: This agreement shall commence upon execution by the parties and shall terminate on III. Funding: The City shall pay $15,000 to to develop and Implement a Shared Housing Program for the elderly and handicapped residents of Johnson County. Funding shall be used to hire a Shared Housing Coordinator and to develop and administer the program. do33 In the event that is unable to meet the objectives set forth in this program, or if the program is termi- nated, all unobligated funds under this agreement shall be returned to the City. IV. General Administration: A. The City shall transfer the funds to in quarterly payments of $3,750 each. The first payment shall be made on After signing of this agreement subsequent payments shall e made on the 15th day of the month following the end of each quarter and upon receipt of the required quarterly reports (January 15 and April 15). 1. The Shared Housing Coordinator shall be responsible for the administration of the program, including the preparation of a program budget for the City's approval. All expenditures under the program shall conform to OMB circular A-122, Cost Principals for Non-profit Organizations (copy to be provided by the City). 2. shall submit quarterly reports to the Department of Planning and Program Development, CDBG Administration on the 15th day of each month until all CDBG funds disbursed under this agreement have been expended. Such reports shall document the progress of the project set forth herein and contain other such information as agreed. 3. Not later than will provide the City with a certified statement of the expendi- ture of funds disbursed under this agreement. B. Other Reports and Audits and Inspections: 1. shall furnish the City or HUD with such statements, records, data, and information as the City or HUD may reasonably request pertaining to this agreement within the time requested. 2. At any time during normal business hours, there shall be made available to the City, HUD and/or the Controller General of the United States, or the duly authorized representatives, all of 's records, with respect to this agreement in order to permit examination of any audits, invoices, materials, payrolls, personnel records, conditions of employment, and other data relating to all matters covered by this agreement. 3. shall retain financial records, sup- porting documents, statistical records, and all other records pertaining to expenditures under this agreement for a period of three years from the termination of this agreement. o?O 33 3 V. Terms and Conditions: This agreement shall be subject to the following terms and conditions, to wit: A. Equal Employment Opportunity shall not permit any of the following pr act ces: isc arge rom employment, refuse to hire, or dis- criminate against any individuals in terms, conditions, or privileges of employment because of their race, creed, color, national origin, religion, age, sex, marital status, sexual orientation or disability. B. Non -Discrimination in Services shall not deny to any person its services on the basis of race, creed, color, sex, national origin, relig- ion, age, marital status, sexual orientation or disability. C. Termination This agreement may be terminated upon a thirty day written notice by either party. D. Interest of covenants that is presently has no interest and shall not acquire any interest, direct or indirect, which would conflict in a manner or degree with the performanceof the services under this agreement. further covenants that in the performance of this agreement no person having any such interest shall be employed by E. Assignability shall not assign or transfer any interest in this agreement whether by assignment or novation, without the prior written approval of the City. F. Hold Harmless Provisions shall indemnify and hold harmless the y, is o f cers, emp ogees, and agents from all liability, loss, cost, damage, torts, wrong doings or criminal actions caused by person, employed by or under the supervision of the Shared Housing Program and expenses (including reasonable attorney fees and court costs) resulting from or incurred by reason of any action based upon the performance of this agreement. .Zo 33 In witness whereof the parties hereto have executed this agreement as of the CITY OF IOWA CITY John McDonald, Mayor Appendix 12 Suggested Job Requirements TITLE: SHARED HOUSING COORDINATOR RESPONSIBILITIES: 1. Develop, implement and evaluate operating procedures. 2. Interview, evaluate and assist homeowners in selecting housemates. 3. Perform assessments on ACTIVITIES OF DAILY LIVING FOR THE ELDERLY/HANOI- CAPPED APPLICANTS. 4. Assist in the execution of leases and contractual arrangements between home owner and housemate. 5. Provide preplacement counseling for applicants and periodic assistance for program tenants. 6. Train and supervise volunteers and interns for intake positions. 1. Develop and maintain records of contacts between staff and clients. 8. Prepare and present reports, recommendations and supporting data to boards, commission and the City Council and other funding agencies. 9. Disseminate information regarding program to the public. TRAINING AND EXPERIENCE: BA degree in PLANNING, ADMINISTRATION, SOCIAL WORK or related field or an equivalent combination of education and experience from which comparable knowledge and abilities can be acquired. Experience in housing program administration is desired. Some experience in training and supervising volunteers with knowledge of elderly programs and agencies is useful. A Master's degree in Administration, Planning, Social Work or related field may substitute for part of the experience. Five years of responsible experience in human services planning and housing program administration from which comparable knowledge and abilities can be acquired may be substituted for above requirements. KNOWLEDGE AND SKILLS: Federal, state and municipal regulations related to rental and rooming houses. Interviewing, counseling and explaining programs to applicants. Clear and effective written and oral expression. Strong organizational and management skills. Preparing reports and maintaining records. Sound decision-making and problem -solving techniques.