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\
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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
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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
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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.
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b) Expansion/Upgrading of Existing
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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
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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:
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- 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.
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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).
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- 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.
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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
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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
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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
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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.
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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.
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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:
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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
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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
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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.
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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.
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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
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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.
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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.
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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
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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
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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.