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HomeMy WebLinkAbout1982-11-01 Info PacketCity of Iowa City MEMORANDUM Date: October 29, 1982 To: City Council From: City Manager Re: Informal Agendas and Meeting Schedule November 1, 1982 NO REGULAR INFORMAL MEETING Monda 6:45 P.M. - Special Council Meeting Separate agenda posted 7:00 - 9:00 P.M. Special Informal Council Meeting 7:00 P.M. - Discuss rezoning of College Hill/South Dodge Street Moratorium Area November 3, 1982 Wednesda 2:00 - 8:00 P.M. Highlander Inn 2:00 P.M. - Annual City Council Goal Setting Session 6:00 P.M. - Dinner November 8, 1982 Monday 4:30 - 6:00•P.M. Conference Room 4:30 P.M. - Review zoning matters 4:45 P.M. - Chamber of Commerce Economic Development Committee Report 5:15 P.M. - Discussion of Financial Status Report 6:00 P.M. - Council Agenda, Council time, Council committee reports 6:15 P.M. - Consider appointments to Board of Police and Fire Trustees November 9, 1982 Tuesday 7:30 P.M. - Regular Council Meeting - Council Chambers PENDING LIST Priority A: Melrose Court Improvements Iowa -Illinois Utilities Franchise Transit Fares/Revenues MICWILMED BY ' JORM MIC ROLAB 1 CEDAR RAPIDS DES MOINES i 1 86 a fr City of Iowa City MEMORANDUM DATE: October 29, 1982 TO: City Council FROM: City Manager RE: Financial Status Report Attached is a detailed report of City finances and five year projections. Your review of this information may be beneficial for the goal setting session next week. There will be a detailed discussion of the information at the informal Council meeting of November 8. 1 FIICROfiu-n DY JORM MICR1i)LAB CEDAR RAPIDS DES MOINES I J ■■ /x .5 J� CITY 0 IOWA CITY FINANCIAL STATUS REPORT i SECTION I: FY82 Year End Financial Status i SECTION II: Five Year Projections SECTION III•: General Fund Year End Balances i i i Prepared By: Department of Finance October, 1982 / MI �_. MICROFILMED BY J -CORM MOCR#LAB--, 1 � CEDAR RAPIDS DES IADINEIYES f I r 4 5>_ LF... I' t I. FY82 YEAR-END FINANCIAL STATUS General Fund: The following provides a comparison of FY82 budget versus actual financial transactions: Revised Actual Over Budget Actual (Under) Receipts $ 9,933,331 $ 9,825,504 ($107,827) Expenditures 10,956,360 10,170,968 ( 785,395) The shortfall in actual receipts as compared to budgeted receipts is due in large part to the following: Property tax Fines - Magistrate Court Interest income Liquor profits Bank franchise tax Actual Over (Under) Budget $ 52,016 27,202 37,421 22,030 17,175 Road use tax, funding for Traffic Engineering and Streets (134,718) JCCOG ( 29,270) General revenue sharing, funding for police patrol cars ( 90,000) Various small dollar items (9,683) Total: $(107,827) The State's budget reduction of 3.6 percent was projected to decrease property tax receipts because of an anticipated reduction in transfer payments from the State to the County which make up for Homestead and Elderly Property Tax Credits. This ,reduction was not as severe as expected and thus resulted in a higher level of property taxes than the revised budget estimated. The fines collected for magistrate's court include both parking tickets and moving violations and did increase significantly from the prior year's activity. The interest income was higher than originally projected in the budget due to the excellent interest rates that were available for investments during the fiscal year. The transfer -in from Road Use Tax for the operations cost of both Traffic Engineering and Streets were lower than budgeted due to the fact that their actual costs for the year came in lower than originally budgeted. 1 DIICRor KMED BY I JORM MICR46LAB' � CEDAR RAPIDS DES MOINES I L 15143 2 Revenues received by JCCOG, which is included within the general fund for budget purposes, were lower than originally anticipated by the JCCOG Board in their budget submissimoniesThe to the Genenal ralget Fundincluded cover thetransfer cost of General Revenue Sharing urchased late in the the new patrol vehicles; however, the vehicles were p fiscal year and were not actually paid for until fiscal year 1983. This resulted in a transfer being made in fiscal year 1983 rather than in fiscal year 1982. The following accounts for the shortfall in expenditures: Actual over (Under) Budget Salaries and fringe benefits $(135,838) (100,717) Insurance premiums ( 65,000) Fueling facility ( 98,117) JCCOG ( 90,000) Police patrol cars ( 64,000) Asphalt resurfacing (118,395) Salt and surfacing materials —mill325 Various small dollar items $(785,392) Total: Major items listed above total approximately $670,000; however, it shouto ld not be construed that this money is available for reapproprared�n idue ewas the following reasons. When the FY83 budget was prep approximately $1455000. Thisalaries then wasthe 82worked eLinto rthe FY83u budget as n on insurance premiums occurred because bidsweretaken s. eon insu anition to cecost onear year-end and this resulted in an payments made cfor insurance ost in ,in add. Thus, ums a change in the timing instead of paying annual premiums near the end of fiscal Yefisca82yeare payments of those sourcemforwere the insurancelayed until premi�umsfollowing is the Tort liability Since the funding expenses, but is levy, this funding is not available for other operating restricted for future insurance premium costs. The FY82 budget included funding for a fueling facility to be installed at the equipment building. Bids were being taken on the fueling facility at the en f the fiscal isca orearthish budget installation amountf will the f be facilityfor over for early FY es made pay ent out by in F187. OncThee agaGnbusinceeJCCOGedisaincludedpeindtherGeneral Fund for budget purposes, it did impact the overall expenditure shortfall for the general fund. 163 14ICROEILMED BY �F JORM MIC ROLA B L � j CEDAR RAPIDS • DES t401NE5 � I r 3 As stated above, the police patrol cars were not paid for until early FY83. The asphalt resurfacing actual costs came in lower than originally budgeted; however, the majority of this was due to the fact that a part of the asphalt resurfacing budget was used for the Waterfront Drive Resurfacing project and the costs for this project were not included under the Street operating budget, but rather were included under a Capital Improvement Project account. Therefore, the expenditure did not occur in the General Fund but occurred in the capital account. The cost of salt and surfacing materials, used by' the Streets Division, came in at about two-thirds of the original budgeted amount. This occurred due to the fact that quantity originally anticipated was not actually needed and the cost did not increase at as high a rate as originally projected. The various small items make up $113,000 of the amount which the actual expenditures were under the budgeted expenditures. This amount is approximately one percent of the total budget and many small items which it includes will require actual purchases being made in FY831 thus resulting in carryovers being made to the FY83 budget. The fund balances projected through June 30, 1983, have been revised: 6-30-81 balance FY82 actual receipts FY82 actual expenditures 6-30-82 balance Reserved balance: Deposits and escrow FY82 encumbrances Budget carryovers JCCOG Broadband Telecommunications Tort liability balance Unreserved balance FY83 budgeted receipts FY83 budgeted expenditures Projected 6-30-83 balance /863 141CROFILMED 0Y 1 j JORM MIC ROL A B CEDAR RAPIDS • DES t•101NE5 J � I L $ 1,966,460 9,825,504 (10,170,968) $ 1,620,996 $ 30,000 153,347 198,540 36,121 19,675 128,317 $ 566,000 $ 1,054,996 10,774,363 (11,061,012) $ 768,347 /863 141CROFILMED 0Y 1 j JORM MIC ROL A B CEDAR RAPIDS • DES t•101NE5 J � I L r a Those items that are listed under the reserved balance indicate portions of the balance which are not available for reappropriation for General Fund operating expenses. The FY82 encumbrances include purchase orders which were outstanding as of the end of the fiscal year but which will not be paid until fiscal year 1983. Carryovers cover items for which purchase has been delayed until FY83 although they were originally budgeted for in the FY82 budget. The end reserve balance projected to be on hand at the end of FY83 is very close to the $700,000 level which we have attempted to maintain on hand annually. i MICROFILMED BY ,l "JORM MICR6LA9 - 1 CEDAR RAPIDS • DES MOINES � I 9631 r 5 II. FIVE YEAR PROJECTIONS Introduction: These five year projections include only those funds which derive a portion of their funding from property taxes. Therefore, those funds excluded are the self-supporting Enterprise Funds (Parking, Pollution Control, Water and Landfill). Five year projections for those funds will be compiled into a separate report which will be available by the end of November. This report covers the following funds: General Fund, Debt Service Fund, Trust and Agency Fund, Refuse Collection, Airport, and Transit. Basis of Preparation of the Five Year Projections: The five year projections were prepared using the following assumptions: Revenues - 1.. All revenues were reviewed with individual departments. These reviews and the Finance Department's analysis provide the basis for future years' projections. 2. Property taxes for FY84: This amount is based upon actual assessed valuation figures obtained from the County. The rollback factor, as computed by the State, for FY84 taxes will not be available until mid-November. Therefore, the FY83 rollback factors are used to compute the FY84 projected taxes. 3. Property taxes for FY85-88: Increases are based upon an annual growth rate of five percent. Properties are reassessed every two years. The next reassessment is scheduled for the values which will be the basis for taxes levied in FY85. It is assumed that the rollback factor would be adjusted by the State in such a manner that any changes in the rollback will balance out any increases (greater than 5%) in assessed valuations due to the reassessment. Therefore, it is assumed that property taxes will increase only by the annual growth rate. 4. Municipal Assistance is held at the same level as that projected for the FY83 Budget. Due to the financial problems at the State level, an annual increase is not expected. 5. Revenue from the new alarm fees and false alarm fees, recently instituted by the Police Department, is included. 6. Projected revenue from taxi -cab licenses is based upon the proposed rates soon to be considered by Council. 7. Transit fares are projected to increase at the level recently discussed with Council in conjunction with the funding needs nICROEILMED BY JORM MICR6LAE3 CEDAR RAPIDS • DES MOINES Ift3 1 J L r 11 for the transit facility, bus remanufacturing, and new bus acquisition, as scheduled for the next five years. These fare increases assume that the current 35 cent rate will be increased to 40 cents on January 1, 1983, with the next rate increase occurring January 1, 1986, at which time the rate will be increased to 50 cents. 8. Refuse fees are assumed to remain at $3 per month over the five year period. 9. The portion of health insurance costs to be funded by the General tax levy, as opposed to funding with the Trust and Agency levy, is held at the same dollar level for FY84-88 as is budgeted for in the FY83 Budget ($194,470). 10. Road use tax is projected to increase at five percent per year. 11. General Revenue Sharing is projected to. remain at the same dollar amount as is being received under the current entitlement ($648,000). The elimination of this revenue has been discussed and it is therefore doubtful that any increase above the current level of funding can be expected. 12. Airport revenue is anticipated to remain at the same level with small adjustments for inflationary increases. 13. All other fees and charges remain at the current level. Expenditures: The FY83 expenditure budget was reviewed and adjusted based upon current knowledge of the anticipated level of expenditures in FY83. These adjusted amounts are then used as the basis of the five year projections. This, therefore, assumes funding at the same level of service as budgeted for in FY83. No changes in staffing levels, program levels, or service levels are included. The expenditure base is generally inflated by an average of five percent annually with some special inflationary rates used for selected expenditures, such as gas and electric, postage, and employee fringes. Salaries in FY84 are projected based upon increases set by current contracts for two bargaining units and projected wage increases, which are as yet undecided, for all other employees. All special inflationary rates are based upon research of future proposed rate increases. The expenditures projections are very conservative when considering the trend that Iowa City government has taken in the past few years in both maintaining service levels and providing for increases in service levels. The City attempts to continually improve service or at least keep up with the demand due to natural growth, and this necessitates budget increases on a regular basis. micurILMED Be JORM MICR(�LAB + CLOAK ftAP10$ nCi MOINES � I l 86 3 J r Debt Service expenditures include projected annual principal and interest payments for the upcoming bond issue which is scheduled to be sold at the end of November, 1982. The expenditures do not, however, include any bond issues scheduled for future years. Therefore, as bond issues are approved, it will be necessary to determine their impacts upon the tax levy. Summary Report on the Five Year Projections: Exhibit A shows the five year projections for the General Fund. Exhibits 8-D show the five year projections for other funds. The transfers from the General Fund to Refuse Collection and to Airport are based upon funding their entire operating deficits each year. The annual transfer to Transit is based upon the premise that operations will be subsidized from local financing at a rate of 40 percent of annual operating costs. Exhibit D also contains a chart which shows a percentage breakdown by funding source for transit. All General Revenue Sharing and Road Use Tax monies available each year are transferred into the General Fund and appear in the receipt transfers. Likewise, the entire local subsidy amount for Transit is included in expenditures. The increase in assessed valuations to be used for the compuation of FY84 taxes, is only 3.8 percent. Therefore, by using the same rollback factor as used for the FY83 taxes, the dollar increase in General Fund taxes is also 3.8 percent. The State will release the rollback factors for FY84 by mid-November. If these factors come in higher than those used for FY83, the amount of property taxes derived from the $8.10 maximum levy will increase. The past year's rollback factors are as follows: Residential Commercial Properties Properties FY80 .782516 N/A FY81 .643801 .889872 FY82 .667355 .931854 FY83 .647793 .878423 If a trend can be derived from these, it can be assumed that the FY84 rollback factors may increase to a level similar to those in FY82. FY80, 82, and 84 are the off -years for reassessment of all property which explains why the factor may be higher in those years. Rollback factors at the FY82 level, if used in FY84, can result in additional tax revenue from the $8.10 General levy of up to $200,000. I MICROFILMED BY JORM MICR6LAE3 j CEDAR RAPIDS • DES MOINES /863 1 J _ •4 �'R- 0 III. GENERAL FUND YEAR END BALANCE For the past several years, we have attempted to maintain the General Fund year end balance at approximately $700,000. This balance is needed to provide for cash flow in the first quarter of the new fiscal year due to the fact that property taxes are not received until October. The following shows how expenditures have exceeded receipts in the first quarter of recent years: July -September July -September Shortfall Receipts Expenditures in Receipts FY83 $1,354,860 $2,694,988 ($1,340,128) FY82 $ 964,788 $2,402,406 ($1,437,618) FY81 $1,398,018 $2,482,549 ($1,084,531) FY80 $1,528,619 $2,162,687 ($ 634,068) This shows that the $700,000 year end balance provides for about 50% of the shortfall. The remainder is funded internally by balances in other funds until the property tax check is received in October. That check comes in around the 10th of the month and amounts to approximately $2 million. If anything, the $700,000 balance should probably be higher so that it covers the entire shortfall. However, as long as we can finance the shortfall internally, I do not see any need to increase the amount of the year end balance. MICROFILMED BY JORM MICR6LA13 -! CEDAR RAPIDS DES M019E5 i , _ 1 /gG3 J� L The future holds concerns for many cities due to the fact that assessed valuations may decrease due to a potential decrease in property values. Several cities are projecting a zero growth rate or a negative growth rate which, when coupled with a possible decrease in property values, may result in a loss of many property tax dollars. Iowa City's future for potential growth is not as bleak and is estimated to average between four and nine percent annually. The Five Year Projections are based upon a five percent annual growth rate as this has been the average in past years and it is hoped that growth will return to at least the same level as experienced in the past. Once again, this is a conservative estimate. The Five Year Projections show a funding shortfall in all five years for the General Fund. The gap between expenditures and receipts will need to be closed and it will be necessary to increase revenues in order to maintain services at the level currently funded in FY83. And, in particular, any increase in service levels will most definitely require additional funding or the reduction/elimination of other services through expenditure budget cutback. The good news is that the property tax levy is projected to decrease substantially in FY84 as Exhibit E shows. This is due to the reductions in the Tort Liability Levy and the Debt Service Levy. The Tort Liability Levy will decrease because actual insurance premium costs are lower than originally budgeted for in both FY82 and FY83. The premiums decreased when the City took formal bids on its insurance coverage. Because the Tort Liability Levy provides funding for the higher, originally anticipated costs, an estimated balance of $128,300 will be available at the end of FY83. This balance will provide funding for approximately 65 percent of the projected FY84 insurance premium cost; and thus, will allow a reduction of the Tort Liability Levy in FY84. The FY85 Tort Liability Levy will provide full funding for insurance premium costs but is still approximately 13 percent lower than the levy amount in FY83 due to the overall decrease in insurance premium costs. Likewise, the Debt Service Levy will decrease due to the reduction in outstanding bonds. The City has not issued new bonds since September, 1980. The Debt Service Levy is being reduced as outstanding bond issues aie paid in full. These two reductions show a decrease in the FY84 total levy of about five percent as compared with the FY83 total levy. This will allow the City to increase taxes while still maintaining a total levy at a level comparable to the FY83 total levy. This is then a potential option for increasing revenues. For instance, if all health insurance is funded by the Trust and Agency Levy and the maximum Transit Levy is instituted, such action will result in an increase to tax dollars and the tax levy as shown on the bottom of Exhibit E. These figures show the maximum revenue that can be raised through these options. Of course, the options can be phased in over a two to three year period, but the percentage increase in the tax levy even hICROr ILMED BY JORM MICROLAB CEDAR RAPIDS • DCS MOMES 1963 1 J r 10 with those maximum amounts is minimal. Once the FY84 rollback factor is known, these projections will be revised to show the resulting impact on taxes. In addition, if the rollback factor for assessed valuations is higher than the FY83 rollback factor, the shortfall in FY84 can be reduced by up to $200,000 since additional property taxes can be earned from the $8.10 General Levy. A list of potential increases in revenues are shown on Exhibit H. Not all of these increases have been discussed with departments. Rather, this is a preliminary listing of revenues which should be examined further for potential rate increases. Many of the rates have been in existence for several years. Please bear in mind that we are considering rate increases for FY84 which means that all of the rates listed will have already been in effect for two years or more. Although many are small -dollars individually, the total of many small changes can add up to a substantial dollar amount. As the five year projections show, the financial situation will continue to tighten and it will be necessary to review all fees and charges for needed increases. If the City's prime source of funding - property taxes - does not keep up with the increase in its annual operating expenditures, it will be necessary to either increase revenues or decrease expenditures or use a combination of both in order to balance the annual budget. In particular, the funding of increased service levels or new programs will necessitate that they be justified to be absolutely necessary before even being considered for funding. As refined revenue estimates become available, the property tax projections will be updated and summarized for presentation to the Council. One item previously discussed with Council is the possibility of instituting a transit levy to replace General Revenue Sharing which now funds the operating costs. This can be done under the three options listed in Exhibit F. If the City institutes the transit levy, then it needs to be determined how General Revenue Sharing monies will be used. It is desirable to use General Revenue Sharing for capital outlay or capital improvements. This means it can be used in the General Fund for capital outlay costs. However, it probably should not fund capital outlay costs for replacing equipment as these can be considered operating costs. It is preferable, then, to use General Revenue Sharing for only Capital Improvement Projects. A potential way of phasing out the dependency on General Revenue Sharing monies, for funding operating costs, is to reserve a portion of those monies annually for non-operating expenditures. For example, in FY84 that portion can be set at $100,000 with a goal of increasing that reserve annually by $100,000. It will take about six years to phase out the use of General Revenue Sharing for operating costs, but it will be a slow and relatively painless way to handle the phase-out. 11ICROFILNED BY JORM MICRbLAB CEDAR RAPIDS • DES MOVIES /W 1 J r 11 Another potential area for decreasing General Fund expenses is reducing the average subsidy amount from property tax for Refuse Collection operations. Exhibit G shows how the current monthly fee of $3 compares with the actual monthly cost of operating the refuse collection service per residence. Exhibit G also shows the increase in the annual local subsidy if the $3 monthly fee is maintained. Although it may not be desirable to make this service 100 percent self-supporting, it will be necessary to increase the monthly fee in order to contain the amount of subsidy provided from property taxes. SUMMARY In summary, the areas in which the Council is asked to provide guidance to the staff in preparing the FY84 Budget are as follows: I. Property Tax a. What is the preferred way of instituting the Transit Levy, if at all? b. Should all health insurance costs, or an increased amount of health insurance costs, be funded by the Trust and Agency Levy? C. What is the preferred annual rate of increase in property taxes, or is there a maximum acceptable annual increase in taxes, that staff should use as a guideline in preparing the FY84 proposed budget? 2. Should the ase of General Revenue Sharing for operating costs be Phased out under a plan similar to that recommended in this report (at the rate of $100,000 per year)? 3. What increases, in those fees/rates listed, are acceptable or totally unacceptable as potential revenues? Should finance research these rate increases further? 4. Should the monthly refuse fee be increased; should a policy be set concerning the amount of subsidy from property taxes for the Refuse Collection operations? t MICROMMED BY DORM MIC R(LAB- 1 � CEDAR RAPIDS •DES MOINES ' 1 181.3 r ~.HIBIT A FIVE YEAR FINANCIAL PROJECTIONS GENERAL FUND _FY83 FY84 FY85 FY86 FY87 FY88 g--------- S----------- --------- g--------- g--------- g --- RECEIPTS: Property Tax 6,411,457 6,461,003 6,927,093 7,283,900 7,657,695 8,050,533 License & Permits 243,675 246,094 246,202 260,214 260,214 275,627 Fines & Fees 1,209,770 1,309,888 1,363,272 1,424,110 1,483,372 1,551,330 Intragrovernmental 87,862 95,096 14,758 7,494 7,868 8,262 Revenue 755,138 756,943 774,526 792,988 812,373 832,727 Use of Money & Property 133,030 111,027 111,027 111,027 111,027 111,027 Other Miscellaneous 69,093 70,284 70,467 70,660 70,862 71,074 Transfers: Perpetual Care 8,000 6,430 6,430 6,430 6,430 6,430 Cable Television 13,976 14,402 14,849 15,318 15,808 16,328 Revenue Sharing 197,738 648,000 648,000 •648,000 648,000 648,000 Road Use Tax 1,583,725 1,556,873 1,634,582 1,716,176 1,801,850 1,891,808 Special Assmt. 25,000 20,000 15,000 10,000 _ 5,000 -- TOTAL RECEIPTS 10,650,602 11,200,944 11,811,448 12,338,823 12,872,631 13,454,884 DISBURSEMENTS: Operating Expenses Transfers: JCCOG Pollution Cont. Computer Loan Refuse, Opers. Transit, Opers. Airport, Opers. Refuse, CBD Maintenance TOTAL DISBURSEMENTS 10,370,254 10,674,409 11,229,168 11,804,800 12,422,901 13,069,595 64,518 72,775 76,414 80,234 84,247 88,459 47,200 43,600 -- -- -- -- 112,753 153,494 180,397 208,664 238,363 269,560 275,753 721,657 757,033 795,466 835,860 878,307 94,557 68,290 74,480 80,991 87,862 95,096 14,758 7,494 7,868 8,262 8,675 9,109 10,979,793 11,741,719 12,325,360 12,978,417 13,677,908 14,410,126 GAP TO BE CLOSED N/A 540,775)513,912) 639,594) 805,277) 955,242) MICROFILMED BY JORM MIC RbLAB 1 CEDAR RAPIDS • DES 14014ES 1 I 1f63 F, J r i tXHIBIT B FIVE YEAR PROJECTIONS DEBT SERVICE FY83 FY84 FY85 FY86 FY87 FY88 g--------- S'--------- S---------- f--------- g--------- g --- BEGINNING BALANCE (10,303) 168,538 80,000 RECEIPTS: Transfers from Enterprise Funds 506,060 506,556 533,087 414,514 398,466 382,420 Property Tax 1,786,481 1,494,706 1,606,813 1,749,411 1,778,184 1,701,730 TOTAL RECEIPTS 2,282,238 2,169,800 2,219,900 2,163,925 2,176,650 2,084,150 DISBURSEMENTS: Principal & Interest 2,113,700 2,089,800 2,219,900 2,163,925 2,176,650 2,034,150 ENDING BALANCE 168,538 80,000 -- TRUST & AGENCY MICRON WED BY DORM MICR6LAB � CEDAR RAPIDS • DES MOINES 1?d3 J FY83 FY84 FY85 FY86 FY87 FY88 --------- f--------- S---------- f--------- f--------- S--- BEGINNING BALANCE -- __ RECEIPTS: Property Tax Univ. Fire Contract 610,698 67,917 644,713 71,313 679,876 74,879 717,035 78,623 756,300 82,554 796,794 Interest Income 51000 5,000 5,000 51000 5,000 86,681 51000 TOTAL RECEIPTS 683,615 721,026 759,755 800,658 843,854 888,475 TOTAL DISBURSEMENTS 683,615 721,026 759,755 800,658 843,854 888,475 ENDING BALANCE -- _ _ MICRON WED BY DORM MICR6LAB � CEDAR RAPIDS • DES MOINES 1?d3 J r HIBIT C FIVE YEAR PROJECTIONS REFUSE COLLECTION AIRPORT FY83 --------- FY84 FY85 FY86 FY87 FY88 f--------- g--------------------------- g--- BEGINNING BALANCE -- -- __ State Grants RECEIPTS: _- Interest Refuse Collection 374,800 378,867 378,867 378,867 378,867 378,867 CBD Maintenance 44,255 44,471 44,696 44,927 45,164 Farm Receipts Chargeback 14,758 7,494 7,868 8,262 8,675 9,109 Transfer General 112,753 153,494 180,397 208,664 238,363 269,560 TOTAL RECEIPTS 502,311 539,855 567,132 595,793 625,905 657,536 TOTAL 132,649 139,055 145,791 152,893 160,364 TOTAL DISBURSEMENTS 502,311 539,855 567,132 595,793 625,905 657,536 ENDING BALANCE -- -_ 145,791 152,893 ENDING BALANCE AIRPORT i 111CROFILMED BY ' i 1 JORM MICR6LAB 1 CEDAR RAPIDS DES MOINES J J_� FY85 FY86 FY87 FY88 FY83 FY84------------ ------- g --------- g------ g----------- g- -- BEGINNING BALANCE RECEIPTS: State Grants -- _- Interest 2,000 2,000 2,000 2,000 2,000 2,000 Building Rentals 41,424 44,255 44,471 44,696 44,927 45,164 Farm Receipts 13,500 13,000 13,000 13,000 13,000 13,000 Flowage Fee 3,200 5,104 5,104 5,104 5,104 5,104 Transfer General 94,557 68,290 74,480 80,991 87,862 95,096 TOTAL RECEIPTS 154,681 132,649 139,055 145,791 152,893 160,364 TOTAL DISBURSEMENTS 154,681 132,649 139,055 145,791 152,893 160,364 ENDING BALANCE - _ _ i 111CROFILMED BY ' i 1 JORM MICR6LAB 1 CEDAR RAPIDS DES MOINES J J_� _6HIBIT D FIVE YEAR PROJECTIONS TRANSIT TRANSIT FUNDING PERCENTAGE BREAKDOWN BY SOURCE FY83 FY84 FY85 FY86 FY87 FY88 MISCELLANEOUS --- g--------- f--------- f--------- f ----------f--------- g--- BEGINNING BALANCE -- -- -- -- -- -- RECEIPTS: 37.6 22.1 40.3 100.0 FY84 39.4 Bus Fares 645,000 801,600 801,600 900,000 998,400 998,400 Local Government FY86 41.4 18.6 40.0 100.0 FY87 Agencies 20,000 18,420 18,420 18,420 18,420 18,420 State Grants 125,000 126,650 126,650 126,650 126,650 126,650 Federal Grants 222,000 224,930 224,930 224,930 224,930 224,930 Miscellaneous 13,500 2,000 2,000 2,000 2,000 2,000 Local Subsidy 691,203 721,657 757,033 795,466 835,860 878,307 TOTAL RECEIPTS 1,716,703 1,895,257 1,930,633 2,067,466 2,206,260 2,248,707 TOTAL DISBURSEMENTS 1,716,703 1,895,257 1,930,633 2,067,466 2,206,260 2,248,707 ENDING BALANCE -- -- -- -- - -- TRANSIT FUNDING PERCENTAGE BREAKDOWN BY SOURCE 141CRUILMED BY i JORM MICRd6LA6 - ? � CEDAR RAPIDS DES 14019ES I i i /8'&3 BUS GRANTS & LOCAL MISCELLANEOUS SUBSIDY TOTAL _FARES A N FJ FY82 40.9 21.5 37.6 100.0 FY83 37.6 22.1 40.3 100.0 FY84 39.4 20.6 40.0 100.0 FY85 40.5 19.5 40.0 100.0 FY86 41.4 18.6 40.0 100.0 FY87 42.3 17.7 40.0 100.0 FY88 43.1 16.9 40.0 100.0 141CRUILMED BY i JORM MICRd6LA6 - ? � CEDAR RAPIDS DES 14019ES I i i /8'&3 , r ~.�HIB1T E FIVE YEAR PROJECTIONS PROJECTED TAX LEVY REVENUE OPTIONS FOR INCREASING TAXES FY83 FY84 FY85 FY87FY88 FY87 FY88 ---- g----------- ----------- ---------- f---------- _FY86 f---------- f---------- f-- ---f---------- f---------- g--- TAXABLE ASSESSED I Fund All Health Insurance VALUATIONS 686,460,981 712,600,131 748,230,138 785,641,645 824,923,727 866,169,913 GENERAL 5,560,334 5,772,062 6,059,644 6,363,697 6,681,882 7,015,976 Levy 8.100 8.100 8.100 8.100 8.100 8.100 TORT LIABILITY 253,030 81,378 221,140 233,178 245,992 259,764 Levy .369 .114 .295 .297 .298 .300 DEBT SERVICE 1,786,481 1,494,706 1,606,813 1,749,411 1,778,184 1,701,730 Levy 2.602 2.097 2.147 2.227 2.156 1.965 TRUST & AGENCY 1,077,570 1,201,829 1,275,327 1,352,769 1,434,375 1,519,366 Levy 1.570 1.687 1.704 1.721 1.739 1.754. GRAND TOTAL 8,685,331 8,549,975 9,162,924 9,699,055 10,140,433 10,496,836 Levy I 12.641 11.998 12.246 12.345 12.293 12.119 i % CHANGED OVER 1.3% 1.8% 0.6% (0.5)% (1.4)% PRIOR YEAR -- (5.1)% 2.1% 0.8% (0.4)% (1.4)% REVENUE OPTIONS FOR INCREASING TAXES P MICROEILI1ED OY JORM MIC R6LAB ) CEDAR RAPIDS DES td0I9E5 I I / 9 6 FY84 FY85 FY86 FY87FY88 ---- g----------- ----------- ---------- f---------- ---- OPTION 1: I Fund All Health Insurance from Trust & Agency Levy 194,470 194,470 194,470 194,470 194,470 Levy .273 .260 .248 .236 .225 OPTION 2: Institute Maximum Transit Levy 384,804 404,044 424,246 445,459 467,732 Levy .540 .540 .540 .540 .540 TOTAL BOTH OPTIONS 579,274 598,514 618,716 639,929 662,202 Levy .813 .800 .788 .776 .765 PROJECTED TOTAL LEVY 11.998 12.246 12.345 12.293 12.119 (From Above Chart) GRAND TOTAL LEVY 12.811 13.046 13.133 13.069 12.884 % INCREASE TO LEVY 6.8% 6.5% 6.4% 6.3% 6.3% % CHANGE OVER PRIOR YEAR 1.3% 1.8% 0.6% (0.5)% (1.4)% P MICROEILI1ED OY JORM MIC R6LAB ) CEDAR RAPIDS DES td0I9E5 I I / 9 6 r MAXIMUM LEVY (54d/$1000) OPTION 1: Phase in Over Three Years (18Q/Yr.) Dollar Amount -- Additional Levy Amount -- Projected Levy 12.641 Total Levy 12.641 % Increase to Levy -- OPTION 2: Phase in.Over Two Years (27d/Yr.) Dollar Amount -- Additional Levy Amount -- Projected Levy 12.641 Total Levy 12.641 % Increase to Levy -- OPTION 3: Institute Maximum Levy in FY84 Dollar Amount -- Additional Levy Amount -- Projected Levy 12.641 Total Levy 12.641 % Increase to Levy -- cXHIBIT F PHASE-IN TRANSIT LEVY OPTIONS --FY83 FY84 FY85 FY86 FY87 FY88 S--------- I----------- --------- g--------- g--------- g--- 370,689 384,804 404,044 424,246 445,459 467,732 128,268 269,363 424,246 445,459 467,732 .180 .360 .540 .540 .540 11.998 12.246 12.345 12.293 12.119 12.178 12.606 12.885 12.833 12.659 1.5% 2.9% 4.4% 4.4% 4.5% 192,402 404,044 424,246 445,459 467,732 .270 .540 .540 .540 .540 11.998 .12.246 12.345 12.293 12.119 12.268 12.786 12.885 12.833 12.659 2.3% 4.4% 4.4% 4.4% 4.5% 384,804 404,044 424,246 .54 .54 .54 11.998 12.246 12.345 12.538 12.786 12.885 4.5% 4.4% 4.4% 445,459 467,732 .54 .54 12.293 12.119 12.833 12.659 4.4% 4.5% 1 111CRDEILMED BY -JORM MICR46LAB _...1 CEDAR RAPIDS • DES MOI9E5 I F ,f J� cXHIBIT G TION OPERATIONS ACTUAL MONTHLY COST MONTHLY COST PER RESIDENCE 3.98 4.27 4.49 4.72 4.96 5.21 1116R0f ILMED BY i 1 JORM MICR4LA9- CEDAR RAPIDS DES HOMES LOCAL SUBSIDY WITH MONTHLY FEE OF $3.00 112,753 158,274 185,415 213,933 243,896 275,370 /863 r J�l _ •. EXHIBIT H POTENTIAL REVENUE INCREASES Increase Fee Rate Current Rate Date Established Revised Rate in Revenue Bicycle license $2/4 yrs. 1977 $2.50 $ 994 Housemovers license $15/week $20/week $30/month $40/month $50/6 -mos. $60/6 -mos. $100/years 1966 $120/year $ 25 Trailer court license $15/court 1966 Option 1 1-75 lots: $30 75-150 lots: $60 150-300 lots: $90 over 300 lots: $120 $ 360 Option 2 License: $25 Per unit: $5 $ 5,505 I Dance hall permits $50/200 sq. ft. 1972 $100/sq. ft. $ 1,696 Going out of business $15/60 days 1965 $30 $ 75. Parking fines $2/violation 1976 $3 $ 71,426 Maps $2/421lx60" $3 $1/24"x60" $1.50 $.50/18"x24" $1.00 $ 377 Taxicab stands $150/year 1977 $200 $ 100 Zoning & subdivision various 1981 various $ 1,942 / fees Board of Adjustment $75/application 1982 $100 $ 594 Peddlers' permits $3/4 mos. 1974 $6.00 $ 636 Escort service ea. unit: $10hr. 1980 $12.50 $ 15 /4 House/building moves ea. officer: $12.50/hr. $15.00 ea. car: $17.50/hr. 1980 $21.00 $ 12 Complaint/accident/ theft report copies $3/copy 1980 $4.00 $ 580 1963 I-11CR0EILMED BY ' JORM MICR6LA6- J 1, CEDAR RAPIDS • DES MOINES LL J� r Fingerprinting and record check Animal licenses Animal impounding Animal boarding Animal acceptance Rental animal traps Internment fees Cemetery lot sales Farmers Market Garden plots Room rental Shelter reservations Kinderground fees Santa suit 1980 $4.00 $ 226 ;3.00 $2/neutered 1980 $3/neutered $15/unaltered $10/unaltered $,50/pup, kitten $ 6,901 $.25/pup, kitten dog/cat 1980 $10/5 $12.50/$7.50 1st offense: 2nd offense: $20/10 $25/12.50 $37.50/18.75 $ 1,846 3rd offense & ea. after: $30/15 1980 $7.50/3.75 $5/3 day $5/animal 1980 $10 $ 1,650 1980 $2 $ 601 $1/day 1978 various $ 4,049 various $ 2,874 1978 various various $ 3,387 ;2/stall 1981 $5 $5/year $ 456 $2/Year Social hall: $15/use $22.50 $3.75 Meeting rooms: $2.50/use $3.75 Craft rooms: $2.50/use $37.50 Pool: $25/2 hrs. $15 $ 658 Gym: $10/2 hrs. open shelters & diamonds: $2/use 1980 $5.00 $12.50 $ 5,396 enclosed shelter: $5/use 4-5 yrs. MWF, $5/week 1980 $4.50 7.50 $ 2,067 3 yrs. TTh, $3/week 1980 $5 $ 400 $1/use 1980 $11,916 Cultural arts fees (See attached page) Basketball, softball and volleyball leagues (See attached page) �a L7 1980 MICRo(ILMED BY � -JORM MIC R(i•L AB- CEDAR RAPIDS DCS MOIRES I _ J $ 6,403 /QG 3 J� A Tennis lessons children: $10/10 lessons 1980 $12 45 -min. lessons adults: $10/7 lessons $12 60 min. lessons $ 314 Pool admissions & fees Rec Center Pool: 1980 Adult swim ('h total rec 1980 $1 Pool receipts): .50/person $ 2,837 Season passes: Family: $40/4 members 50 $. Each member over 4: $2.50 $33.00 Single: $25 $30 20 -swim pass, elementar Y: $4 $ 4,432 Swim lessons: Children, 10 lessons: $5 $7.50 Adults, 10 lessons: $6 $9.00 $ 5,067 Total increase in Total increase revenue with Option 1: in revenue with Option 2: $ 140,222 $ 145,367 NOTE: All "Increases in Revenue" are based on the same volume of service as on maximum volume for in 1982 new time immediately after fees. Volume generally decreases initiation with new fees or for a short of a new fee; therefore, revenues these projections at first. All fees should be will be lower than I continuously updated. /86 3 L 14IDROrIL1110 BY -CORM MIC R(IL AB- 1 1 I CEDAR RAPIDS • DES MOINES I I i , LF..\. 111CROEILNED BY I JORM MICR6LAE3 CEDAR RAPIDS • DES MOINES /863 1 J C CURRENT FEE REVISED FEE CulturalArts $ 6.00 $ 9.00 Aerobics $ 11.00 $ 16.50 Juggling $ 24.00 $ 36.00 Pottery $ 3.'00 $ 4.50 Women's Rec Fitness $ 5.00 $ 7.50 Kinder -Gym $ 8.00 $ 12.00 Racquetball Classes 1-6 - weekly .50 $ .75 Arts & Crafts, Grades $ 10.00 $ 15.00 Arts & Crafts, 3-5 yrs old And any others not currently offered but have a fee set Volleyball League $ 24.00 $ 30.00 Division A: Mixed $ 24.00 $ 30.00 Women $ 24.00 $ 30.00 Men $ 27.00 $ 33.75 Division B: Mixed $ 24.00 $ 30:00 Women $ 28.00 $ 35.00 Men $ 15.00 $ 18.75 Division C: Mixed $ 37.00 $ 46.25 Men Basketball League $202.00 $252.50 Division A: $186.00 $232.50 Division B: Softball League $100.00 $125.00 Division: Major, Men $178.00 $222.50 Industrial, Men $159.00 $198.75 A, Women $ 25.00 $ 31.25 A, Mixed $195.00 $243.75 AA, Women $222.00 $277.50 AA, Men $107.00 $133.75 AA, Mixed $223.00 $278.75 AAA, Men Basketball, Softball, and Volleyball league fees are based on official's costs, number of games played and number of teams enrolled. 111CROEILNED BY I JORM MICR6LAE3 CEDAR RAPIDS • DES MOINES /863 1 J C fr SUGGESTED NEW FEES Fee/Rate Use of Pools: Swim teams: each season, per swimmer (2 seasons - winter, 2 hrs/day/5 days summer, 4hrs/day/5 days, 150 swimmers) Swim meet Private swim lessons: 30% of gross charge (12 students/day, $5A hr lesson, 20 days each, June, July, August) or per h hr. , per student Billiards in Rec Center, per hour Racquetball court, per hour Business license, register new business Suggested Potential Fee Revenue $3.00 $ 900.00 $500 $ 500.00 $1.00 $1.00 $1.00 $50.00 FIICROEILMED DY -i � JORM MIC R41LA0 1 CEDAR RAPIDS DES MOINES I I i i $1,080.00 $ 720.00 $3,640.00 1963 r City of Iowa City - W` V , i� Fib L� � .� 'x.11 DATE: October 29, 1982 TO: City Council FROM: City Manager/ RE: GOAL SETTING SESSION Highlander Inn Wednesday, November 3, 1982 2:00 P.M. The goal setting session for the City Council will be divided into three segments: 1. Review of accomplishments in the current year. 2. Team effectiveness. 3. Goals and/or objectives for the coming year. Clayton Ringgenberg and Tim Shields will serve as facilitators for this session. I 141CROFILMED BY i JORM MICR46LAS -- ? I CEDAR RAPIDS • DES MOINES � _ J / rep I/ 1 i >ti i PROGRAM DIVISION STATEM MI x FUND: GENERAL DEPARTMENT: CITY COUNCIL PROGRAM: POLICY AND ADMINISTRATION DIVISION: CITY COUNCIL DIVISION PURPOSE: The City Council is a representative body elected by the citizens to formulate City policy and provide general direction to the City Manager for implementation of that policy. DIVISION GOALS: operationaof all afacilitiessc servicesfor eand publics improvement programs consistent nistration to ensure effective planning with the Comprehensive T' Plan. DIVISION OBJECTIVES: I. Maintain current levels of all basic services. 2. Maintain FY82 fiscal policies and develop future revenue strategies and bonding limit policies. 3. All remaining Urban Renewal parcels and forcer Library site to reach construction phase of development during FY83. 4. Explore expansion of Mass Transit services and facilities if Federal operating assistance continues at FY82 level. 5. Adjust land acquisition and design and construction plans for now Wastewater Treatment Facilities Plan according to changes in Federal funding levels. 6. Review and modify the Comprehensive Plan. 7. Timely completion of all FY83 Capital improvement Program projects. B. Formulate Economic Development Strategies working with representatives of the University of Iowa and the Iowa City Chamber of Commerce. 9. Coordinate with University of Iowa officials to address Housing problems in Iowa City and encourage _ private sector development to alleviate housing shortage. ;tip 10. Develop parkland acquisition process separate from G.O. bonding or C. 1. P. funding, to include possible joint use of school grounds. 11. Review Council Goals and Objectives quarterly In conjunction with divisional M80 reports. PERFOR14AilCE MEASUREMEi1T: City Council policy is carried out by all departments under direction of the City Manager. Achievement of specific objectives is measured in the performance of departments/divisions individually and collectively. � 11 141CRONWED DY JORM MICR46LAB - 1 1 CEDAR RAPIDS DES 11019ES if � r City of Iowa City MEMORANDUM Date: October 27, 19 To: City CoYcil ' From: Don Schmeise irector of Planning & Program Development I Re: Proposed 1983 CDBG Program Statement The attached Program Statement for 1983 Community Development Block Grant funds contains descriptions of each project or activity which the Committee on Community Needs has recommended to the City Council. It will be the basis for the public hearing on November 9. Additional information regarding the proposals for an Independent Living Center and a Transitional Facility (group home) for Chronically Mentally Ill Adults will be made available by the respective human service agencies prior to the public hearing. If the Council has particular questions of the CDBG staff or Human Services Coordinator, you may wish to convey. them to us at the informal Council meeting on November 8. Attachment bj3/6 1 111CRUILMED BY JORM MICR46LA13 CEDAR RAPIDS • DES MOINES ' I 1765 r 111 L Scvjut to Approval I CTTY OF TOWA CTTY I MA MCA EA M 11 tip WAV m ,�icroriu�ra �;: JORM MICROLA9 trona 1APIM . n)[- auric. 1865 J I " F COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM METRO ENTITLEMENT PROGRAM STATEMENT Approved and Submitted by: THE CITY OF IOWA CITY, IOWA November 30, 1982 CITY COUNCIL Mary Neuhauser, Mayor John Balmer Kate Dickson Clemens Erdahl Lawrence Lynch John McDonald David Perret CITY MANAGER Neal Berlin DIRECTOR OF PLANNING AND PROGRAM DEVELOPMENT Donald Schmeiser COMMITTEE ON COMMUNITY NEEDS Margaret Bonney, Chairperson Ruth Becker David Leshtz Janet Cook Sandra Lockett Martha Dodge Gina McGee James Hirt William Whitlow Mickey Lauria Leonard VanderZee Community Development Block Grant Division Department of Planning and Program Development City of Iowa City, Iowa [r 1 FEpE(tAL ASSISTANCE ' rJu rtL _ . ■toolLIU Trt{ ❑1� CATIO ��,.{{ .nuxT Is Of IMIf]II RtU l NA r 13 IpInGi1011 W ��r t �+ T a LZML /PPLr-1 lR=MWT City df Iowa City rnm wi me mu ,,agwoNow Iapmo.Dr Civic Center ,r,o- . XMIWA Be : 410 E. Washington ! t• Johnson `,RAM aar Iowa City Cyd. 52240 * tr IA `0..t" '""". Neal G. Berlin (319) 356-5010 Calla)'•""Calla)" a ra rrrs x.l a �� 0=02 CMN ACAR" a WK OF N 7 t. mu AM rCDBG Program D.� i 1983 Metro Entitlement � Yu ` Third t1. r�M Om 7 (3•MOM b Ids 0 L Daum . WOOL"" lL Imm�� AST A.M t0Tlm1 4A.101 Third MICROf ILMED BY JORM MICROLAB CEDAR RAPIDS •DCS td01,JCS NA CDBG Metro Entitlement • Ar,n„nr,.. xx.. �tutr� D..rru l.rr err xr. C11MKt l -w IN IN tsr. (t^fh)r r a10 NA'� .w.. Fla .rr► rt o A? a ,Arrau• rw ..r �. nw It Yr 1865 7 l .nuxT 0 l NA ��r t �+ T r,� rnm wi me mu nrmm1661WN NG. Berlin, t1. r�M Om 7 (3•MOM b Ids 0 L Daum . WOOL"" lL Imm�� AST A.M t0Tlm1 4A.101 Third MICROf ILMED BY JORM MICROLAB CEDAR RAPIDS •DCS td01,JCS NA CDBG Metro Entitlement • Ar,n„nr,.. xx.. �tutr� D..rru l.rr err xr. C11MKt l -w IN IN tsr. (t^fh)r r a10 NA'� .w.. Fla .rr► rt o A? a ,Arrau• rw ..r �. nw It Yr 1865 7 l c STATEMENT OF OBJECTIVES In 1981 the Committee on Community Needs (CCN) and the community development planning staff recommended a three year program to address the community development and housing needs in Iowa City, with special emphasis on four of Iowa City's older neighborhoods. The program was developed as a result of several public and neighborhood meetings. CCN used this program and additional citizen meetings in 1982 to determine priorities for COBG projects in 1983. During the 1983 program year, housing rehabilitation and weatherization will continue in all four neighborhoods, coupled with. some public improvements. In addition, the housing needs of lower-income persons and special groups will be addressed, resulting in expenditures of over 53 percent of the total CDBG budget for housing activities benefitting low - and moderate -income persons. The specific objectives of the proposed 1983 CDBG program are as follows: 1. To preserve, rehabilitate and weatherize older housing units by providing 10-12 low interest or forgivable loans and 3-4 weatherization loans. 2. To reduce potential property damage and.threats to public safety by improving drainage in the Center Avenue and Rundell Street areas of the Creekside neighborhood, through installation of larger storm sewers which will carry a five year flood. 3. To replace and repair sidewalks in the North Dodge Street neighborhood. 4. To.provide a permanent center, through purchase of a house, for the Independent Living Program for developmentally disabled adults. 5. To provide a transitional facility for chronically, mentally ill adults. 6. To provide a flexible fund, to be used with other public or private resources, for expanding low-income housing opportunities through acquisition, rental rehabilitation or other means of housing assistance. 7. To begin implementation of congregate housing for the elderly through site evaluation, architectural services and design studies. 8. To efficiently administer CDBG activities. 9. To provide for project contingencies and property disposition in the Lower Ralston Creek neighborhood as needed. ' ISGS micRor ILMED BY �JORM MIC ROLAB j CEDAR RAPIDS DES 14011JE5 r DESCRIPTION OF 1983 COBG PROGRAM ACTIVITIES 1. Housing Rehabilitation and Weatherization In a continuing effort to revitalize preserve the housing stock, the City of interest and forgivable loans available t housing rehabilitation. Loans will also be conservation measures. A total of rehabilitation and weatherization will be Iowa City neighborhoods shown on the map on 2. Creekside Storm Drainage Improvements older neighborhoods and Iowa City will make low - o eligible homeowners for available for home energy $165,000 for housing targeted to the four older page 5 The Creekside neighborhood is one of the four neighborhoods targeted for concentrated improvements. Creekside neighborhood residents have suffered for many years from inadequate stormwater drainage. The Center Avenue/Rundell Street area in particular may have flood waters pooling to a depth of up to six feet for four to six hours on the average of once in five years, and much more frequently to lesser depths. The installation of larger storm sewers along Center Avenue and Rundell Street should alleviate this problem. $100,000 is budgeted for this project. 3. North Dodge Area Sidewalks A number of sidewalks in the North Dodge Street neighborhood are badly cracked. and broken. Residents of the area requested replacement and repair of sidewalks, particularly those used to walk to the neighborhood shopping center and Happy Hollow Park. This neighborhood is also targeted for concentrated improvements. $27,680 have nd ace odge Street, Governor Steen reet, Prairigeted to e �duaChien plRoad sand North idewalks nSummit Street. 4. Independent Living Center The Independent Living Program provides an opportunity for persons with developmental disabilities, who have been living under constant supervision at home or in institutionkills classes, to become independetutorsnt members of the community. By providing s advocate counselors, the program enables clients to find jobs and housing, learn housekeeping skills and budgeting, and become productive members of society. The program is operated jointly by clients and volunteers. Independent Living Inc. needs space, not only for classes but also a kitchen for learning cooking skills and areas for socializing. A small house, to be purchased and rehabilitated for $70,000, will provide a permanent center for this program. 11ICROCILMED BY JORM MICR6LAB 1 CEDAR RAPIDS DCS M1101'IES IQ65 1 J L r L. 5. Hillcrest Family Services Transitional Facility for Hillcrest Family Services has been operating a. residential care facility for chronically, mentally ill adult women in Iowa City since 1976. The program successfully helps the persons concerned to become reintegrated into the community, after a period of hospitalization. Because there is no such facility for chronically ill adult men, and there are problems in leasing a building which would provide rooms for up to 15 men and women, Hillcrest Family Services would like to purchase and rehabilitate a large, older house in Iowa City. With a seed grant of $73,500 in CDBG monies, Hillcrest Family Services will be able to leverage additional private funds and expand its program to assist both men dnd women. 6. Assisted Housing Acquisition and Development Housing opportunities for lower-income residents of Iowa City are limited. During the past year CDBG funds were used to help.in acquiring and improving a site for the construction of 20 units of public housing. For 1983, $75,000 are allocated to provide additional units of assisted housing through acquisition, rental rehabilitation, Section 8 moderate rehabilitation or by other means. Congregate Housing As both the elderly population and the cost of nursing home care have increased nationally and locally, the Iowa City Housing Commission and a Congregate Housing Task Force, have begun to investigate housing alternatives for the elderly. A survey carried out during the summer of 1982 established a need for congregate housing in the Iowa City area. Such housing is intended for elderly residents requiring some assistance but not the 24 hour care of a nursing home. The next step in obtaining congregate housing is to carry out site evaluations and designs with the aid of architects and other consultants. For this purpose, $50,000 has been budgeted in 1983. 8. General Program Administration Implementation of the CDBG program through coordination of activities, recordkeeping, insuring compliance with all regulations, citizen participation and monitoring of all projects, will require $102,170 in 1983. 9. Continaencv/Property Disposition Following the completion of the Lower Ralston Creek Neighborhood Revitalization project, the remaining parcels of land which were acquired for the project will be sold for redevelopment. $11,610 of CDBG program funds have been budgeted for this purpose and for other overall project contingencies. IIICROF1UIED BY JORM MICROLAB CEDAR RAPIDS • DES MOINES J r L"' 7 r 0 BUDGET SUMMARY CDBG PROGRAM YEAR 1983 Project or Activity Allocation Housing Rehabilitation and Weatherization $165,000 Creekside Storm Drainage Improvements 100,000 North Dodge Area Sidewalks 27,680 Independent Living Center 70,000 Hillcrest Family Services Transitional Facility for Chronically Mentally III Adults 73,500 Assisted Housing Acquisition and Development 75,000 Congregate Housing 50,000 General Program Administration 102,170 Contingency/Property Disposition 11,610 TOTAL $674,960 Sources of Funds CDBG Entitlement Grant $671,000 Program Income 3,960 TOTAL $674,960 r MICROFILMED BY - JORM MICRbLAB � CEDAR RAPIDS DES MOINES r L. CERTIFICATIONS The grantee hereby assures and certifies that it will comply with the regulations, policies, guidelines and requirements with respect to the acceptance and use of Federal funds for this federally -assisted program. Also, the grantee gives assurances and = certifies with respect to the grant that: sic u. (s) It possesses legal authority to make a grant submission and to execute a community development and housing program; (b) Its governing body has duly adopted or passed as an official act a resolution, motion or similar action authorizing the person identified as the official representative of s the grantee to submit the final statement, all unders{�andings and assurances contained therein, end directing and authorizing the persmjrdentified as the official representative of the grantee to act in connection wt submission o[ the final statement and to provide such additional information 'may be required. a (c) That prior to submission of its final statement t6 UD, the grantee has met the citizen participation requirements, prepared itS final statement of community development objectives and projected use •of ds, and made the final statement available to the public, es required• by s 'ion 104(aX2) of the Housing end Community Development Act of 1974, as a dad; (d) It is following a current housing assistas��c"e plan which has been approved by HUD and which meets the requirements .of section !04(eXl) of the Housing and Community Development Act of 19T�; bs emended. (e) It has developed its final stategient of projected use of funds so as to sive maximum feasible priority to a tibities which benefit low- and moderate -income families or aid in the prevean or elimination of slums or blight; the final statement of projected use o4 may also include activities which the grantee certifies are designed to greet other community development needs having a particular urgency because Wisting conditions pose a serious and immediate threat to the health or welfareetQ the community, and other financial resources are not available; (f) Its chief executive officer or other officer of the grantee, approved by HUD: (1) Consents to assume the status of a responsible Federal official under the National Environmental Policy Act of 1969 and other authorities as specified in 24 CFR 58.1(x)(3); (2) Is authorized and consents on behalf of the grantee and himself/herself to accept the jurisdiction of the Federal courts for the purpose of enforcement of his/her responsibilities as such an official; and (g) The grant will be conducted and administered in compliance with: (1) TitleVe C 2 of the it fights Part 1;1964 (Pub. L. 88-352) and implementing regulations (2) Title vllI of the Civil Rights Act of 1968 (Pub. L. 90-284), as amended, and implementing regulations; wlERonuam Dr JORM MICR40LAO CEDAR RAPIDS • DES MOP 1865 7 P1 r L (3) 974, as amended; 0and f the egulationsthe Housing dissued mpursuant v heunity reton(24cmet At of 1 Section CFR Section 570.601); (4) Section 3 of the Housing and Urban Development Act of 1968, as amended y and implementing regulations at 24 CFR Part 135; W (5) Executive Order 11246, as amended by Executive Orders 11375 and 12086 "! and implementing regulations issued at 41 CFR Chapter 60; H (6) Executive Order 11063 as amended by Executive Order 12259 and implementing regulations at 24 CFR Part 107; W (7) Section 504 of the Rehabilitation Act of 1973 (P$ L. 93-112), as amend ed and implementing regulations when published forkifect; (8) The lAge g ntiingcregulato ns when published fyrL�ect�, (Pub. L. 94-135) and (9) The relocation requirements of Title IIAnd the acquisition requirements of Title ill Of the policies Act of 1970,rand the Relocation amplem mg regulations at Propertyance and Real CFPart Acquisition (10) The labor standards requirements,t�set forth in 24 CFR 5570.605 and HUD regulations issued to implement h requirements; lus (11) Executive Order 11988 relotfig to the evaluation of flood hazards and Executive Order 11288 reld4kng to the prevention, control, and abatement of water pollution; �� (12) The flood insurance M'hase requirements of Section 102(x) of the Flood Disaster Protection A&of 1973, (Pub. L. 93-234). (13) The regulations,, pries, guidelines and requirements of OMS Circular Nos. and use of Fede.�61 funds under this federallA-110, and A-122 y assisted program; relate to he acceptance agents, no (h) m member, officer, in employee body of the locality ii Grantee, h the prrooiggram�is or and member of the governing twdy Y re other public official p such locality r localities his/her oryfornone year responsibilities with respect to the program g contract or thereafter, shell have any interest, direct or indirect, in any subcontract, or the proceeds thereof, for work to be performed In connection with the program assisted under the Grant, and that it shall incorporate, o cause to be interest pursuant to the such contracts this certification; a provision prohibiting such poses of (i) It will comply with the provisions of the Hatch Act which limits the political activity of employees; it will �) access ovand he right to and the Comptroller to xam eeallrr cords books, papers, or docurepresentatives ents related to the grant; 111CR0NUIED BY JORM MIC R0L413 j CEDAR RAPIDS • DES '401'1E5 IgeS J 1865 1 14ICRDnu•1ED BY 1 ,- JORM MICR6LAB LF -~1 CEDAR RAPIDS DES M0I4ES i r S� Johnson County Council of Governments 410 EVvfJshingtcnSt. b✓ o Gty, bA0 52240 Ito Date: October 27, 1982 To: City Council and City Manager From: John Lundell, Transportation Planner Re: ! Iowa City Transit Facility Project Timetable Attached is a schedule of key target dates regarding the Transit Facility Project. The staff in conjunction with the architect, R. Neumann Associates, worked together to assemble this ambitious schedule. The first step. in the process will be to solicit bids on the major pieces of equipment, namely the bus washer, cleaner, dynamometer, and water reclaimation equipment. The architect needs to know the brand of equipment the City will be receiving in order to design the facility to meet the requirements of that particular brand. According to the proposed schedule, actual construction will commence next spring and continue until November, 1984. .It is anticipated the City will occupy the new facility by December 1, 1984. The architect is currently preparing the final design development drawings. This phase of the project is slightly ahead of schedule. Please feel free to contact me with any questions or comments. tp/sp cc: Don Schmeiser, JCCOG Director MICR0EIL14ED BY JORM MIC RbLAB� J � CEDAR RAPIDS DCS 140IAES i 1 i i /865 r ' IOWA CITY TRANSIT FACILITY PROJECT TIMETABLE TARGET DATES Ma.ior Eouioment* Acquisition November 22, 1982 - Complete preparation of specifications and submit to UMTA for approval December 8, 1982 - Advertise and issue documents to bidders January 8, 1983 - Bid letting January 22, 1983 - Award of Contract (*Bus washer, cleaner, dynamometer, and water reclaimation equipment) Project Construction January 28, 1983 - Submit construction documents to UMTA and City for approval February 1, 1983 - Set Public Hearing February 15, 1983 - Hold Public Hearing - Approve Plans and Specifications - Issue construction documents to bidders March -1, 1983 - Pre-bid conference (discuss MBE/WBE, etc.) March 17, 1983 - Bid letting March 29, 1983 - Award of contract April 15, 1983 - Site cleared by City - Start of construction November 1, 1984 - Completion of construction December 1, 1984 - Occupancy by City t I-0ICROf LLI-0CD DY _ I JORM MICREILAB CEDAR RAPIDS DES MOINES I , I i 186.5 r City of Iowa City MEMORANDUM Date: October 25, 1982 To: Wastewater Facility Committee Members From: Chuck Schmadeke, Director of Public Works Re: November Meeting of the Wastewater Facility Committee The next Wastewater Facility Committee meeting will be held November 10, 1982, at 3:00 p.m. in Meeting Roam A at the Recreation Center. This change in meeting time is due to a conflict with a previously scheduled meeting of the City Council on November 3, 1982, to discuss the FY84 budget. bj1/11 j MICROFILMED By -CORM MIC RE. -1 j CEDAR RAPIDS � DES 'IDItdDI VES I /864 F MINUTES WASTE WATER FACILITY COMMITTEE OCTOBER 6, 1982 MEMBERS PRESENT: Balmer, Lynch, Potratz, Hokanson, Hynes, Zenge, Coulter MEMBERS ABSENT: Kroeze, Kafer, Roe, Cain, Finnegan STAFF PRESENT: Schmadeke, Farmer, Wordelman, Schmeiser, Berlin, Kimm SUMMARY OF DISCUSSION AND ACTION TAKEN Schmadeke opened the meeting by asking the Committee members for suggestions concerning a regular meeting time and date. It was the consensus of the Committee that meetings be held the first Wednesday of each month beginning at 3 p.m. Balmer suggested that a chairperson be selected and nominated Lynch for the position. Lynch mentioned that a co-chair also be selected to preside in the absence of the chairperson. He nominated Zenge for this position. Balmer moved and Potratz seconded that Lynch be appointed chairperson and Zenge, vice -chair. The motion carried. Schmadeke began by informing the Committee that Iowa City will not be receiving any Federal or State funds in 1983 for the construction of a new waste water treatment plant or other sewer construction projects. Funds will not 'be available until 1990, if at all. He suggested that the Committee take a look at the proposal of alternatives prepared by Jim Kimm. Kimm presented his outline of the studies of alternatives for the sanitary sewer system. His outline is attached. Kimm briefly reviewed the outline with the Committee members. Lynch interjected that he felt the Committee needed to be provided with a background of the present problems of the waste water facility. Zenge mentioned that he would like to see the present problems broken down as follows: 1) plant capacity, 2) effluent quality, 3) plant maintenance, 4) transportation capacity, and 5) sewer maintenance. This way the Committee could address each problem individually and propose changes or alternatives to correct them. Lynch agreed that the staff could provide this type of background information for the next meeting. Today he felt that the Committee should set some immediate and long-range goals and learn how to work as a committee. Hynes pointed out that there is an immediate need for repair of the east side sewer. He mentioned that he has been receiving phone calls from residents and there were several present at this meeting who have an interest in what is going to be done to relieve this problem. /g6 G rucRorl UIED BY JORM MIC ROLAB 1 I j CEDAR RAPIDS DES 1401NES I I WASIL WAIER fAC1L11Y CUMMilILt OCTOBER 6, 1982 PAGE 2 Kimm commented that item C-2 of the outline addressed this problem directly, giving several alternatives to relieve the present overload of the Rundell Street sewer. Lynch suggested that the Committee look at all alternatives thoroughly from an economical and practical standpoint. This must also be done as expedhat it couldibreakly as down he whole problem sible. He lbytprioritileswhich te Committee couhelpful if Mr. ld address according to need. Berlin suggested that it might be beneficial for the Committee to tour the Water Treatment Facility along with the Council members on October 25, 1982. There were questions from the citizens in attendance for the Committee and Mr. Kimm. Discussion followed dealing with the concerns of these citizens. One of the concerns related to the amount of stormwater that is being diverted into the sanitary sewer causing back siphonage into basements. Coulter expressed that there was a need for an ordinance which would assess fines against persons diverting the stormwater from their property into .the sanitary sewer. This would eliminate most of the current problem. The Committee agreed that this was a legitimate complaint and asked for the staff to investigate and report to the Committee at the next meeting. Lynch suggested that it would be helpful to have an agenda of topics to be discussed for the next meeting. He also suggested that it would be helpful if the staff and Mr. Kimm could provide the Committee with the necessary information before the next meeting so the members would have time to review it individually. Lynch adjourned the meeting at approximately 4:30 P.M. Minutes prepared by: Sherri Patterson, Administrative Secretary. M, MICROFILMED 8Y J DORM MICREILAS 1 j CEDAR RAPIDS • DES MOINES j J OUTLINE STUDIES OF ALTERNATIVES SANITARY SEWERAGE SYSTEM IOWA CITY, IOWA I. REVISIONS OF COST - FACILITY PLAN A. Delete cost of River Corridor Sewer from future funding considerations; include annual debt service cost as an existing obligation. B. Delete cost of completed engineering from future funding considerations; include annual debt service cost as an existing obligation. C. Update project costs for the following individual projects: 1. Water Pollution Control Plant 2. Outfall Sewer 3. Southeast Interceptor Sewer 4. University Heights Sewer 5. Outfall Relief Sewer 6. Sewer Rehabilitation 0. Update annual cost of operation and maintenance of new water pollution control plant. E. Update interest rate and length of issue for sewer revenue bonds and/or essential corporate purpose (general obligation) bonds. F. Calculate local share of present plan based on federal funding levels of 75%, 554 and no federal participation. G. Calculate annual cost of operation and maintenance, debt service and debt service margin for three federal funding levels. H. Calculate user charges in 4/100 CF for the three federal funding levels. I. Show typical quarterly billings for the three federal funding levels; show minimum billing and billings to typicalresidential typical large users and The University of Iowa. It. ESTABLISH A PLANNING PERIOD A. 5 years 8. 10 years C. 20 years -1- 11ICROFILMED BY J ;I JORM MIC ROLAB CEDAR RAPIDS • DES MOINES i L III. EVALUATION OF EXISTING PLANT A. Provide a complete inventory and evaluation of equipment and structures and estimate the expected remaining life of all units in the plant. B. Analyze the hydraulic capacity through all treatment units and connecting piping. Determine present hydraulic capacity of each unit and piping system and point out where flow restrictions occur. Based on hydraulic analyses, establish the hydraulic capacity of the existing treatment plant. Establish piping changes needed to pass design flows. C. Determine organic loadings on applicable units and compare apparent performance with that normally expected from similar units. 0. Determine condition and capacity of all sewage and sludge pumps. E. Analyze solids handling capabilities of the plant including the capacity of the existing sludge lagoons. F. Establish the adequacy of the existing electrical, heating and ventilating systems in the plant. G. Evaluate the capabilities of the various plant units during cold -weather. H. Determine the effect of plant overload on the life of the various plant units and upon operating costs. I. Based on present and future maximum hydraulic and organic loadings on the plant, predict summer and winter plant performance under such loadings and determine the effect of such plant performance on the quality of the Iowa River. IV. REVIEW OF EFFLUENT REQUIREMENTS A. Determine, to extent possible, what the final federal definition of secondary treatment will be. B. Determine, to extent possible, whether the State will relax ammonia standards if new plant is not built. V. INVESTIGATE ALTERNATIVES TO FACILITY PLAN A. Determine whether it is financially possible for the City to finance the Facility Plan with 1004 local funding. Investigate possibility of long-term staged construction; establish priorities for construction of the various components of the Plan. B. Existing Water Pollution Control Plant 1. Do nothing; allow the plant to deteriorate to partial or total failure. a. Remaining life b. Impact -2- r MICRorILMED BY JORM MICF4 LAB CEDAR R4PIDS • DES '4011IES J r I I 2. Rehabilitate and repair the existing plant to restore its present capacity with no provision for growth; discuss impact. 3. Provide upstream flow equalization basin(s) to equalize loadings on the existing facility. 4. Provide tertiary treatment units at or near the existing plant site including constant flow activated sludge, mixed media filters or a Polishing pond. S. Build a tertiary plant or other facility downstream as previously considered in the facility planning studies. C. Consider Other Sites I. Consider the possibility of providing a package plant or plants for certain drainage areas in the City to reduce loadings on the existing Plant and, in some cases, reduce surcharging of sewers. 2. Consider a southeast plant site; build upstream portion of Southeast Interceptor Sewer System and discharge plant effluent to Snyder Creek or Iowa River. This would relieve surcharging in southeast Iowa City and reduce the load on existing plant. 3. Consider cutting off all flows from west tributary to Benton Street siphon; convey the wastewater downstream and build a package plant. D. Determine what changes, if any, can be made in the design of the proposed new plant to reduce cost of construction and operation and maintenance. VI. OTHER CONSIDERATIONS A. Investigate the impacts of strict limitations on water usage to reduce loads on the facility. B. Investigate the impacts of limiting residential, commercial, industrial and institutional growth where such growth will increase loadings on the sewerage system. -3- /N es MICRoriLVIED BY �F JORM MIC RxSLAB L1 � CEDAR RAPIDS •DES I401YES �f a r parks 8e recreation MEMO__ department' to: City Manager and City Council from: Dennis E. Showalter re. Parkland Acquisition to be date: October 21, 1982 Submitted for the 1984-88 C.I.P. Since there has been some discussion of parkland acquisition, I think we should review the parcels which have been included in past C.I.P.'s. They are the same parcels which I would like to include in the current C.I.P. program. 1. Aber Park. This parcel of approximately 8 acres is located east of where Aber Avenue dead -ends, and bounded on the east by Willow Creek. The parcel is currently farm land and almost completely level. It would serve a dual -use; we could use'it for two large soccer fields at present, and in the future, if and when we have more residences in the area, turn part or all of it into a neighborhood park. Aber Avenue, when extended to the east, would cut the parcel into two pieces. By using the parcel for soccer fields, we can accommodate more soccer players, or remove some of the fields from Willow Creek Park, which was not designed for soccer. 2. Miller Park. This parcel of approximately 8 acres is located west of Miller Avenue, south of Benton Street, and north of Highway- 41. This parcel is needed because there is no park in the area to serve residents. This would serve existing residents, and future residents in the high density area to the west of the parcel. We could make a small play field in the southeast corner of the area, which is currently farm land. Some of the area has existing shade, and could become an "instant park". 3. Scott Park. This parcel of approximately 8 acres is located west of Scott Blvd., south of Village Green, and approximately 1,100 feet north of the railroad tracks. It is approximately 5/8 mile east of Mercer Park. This park could serve a dual -use. We could use it for soccer fields or other play fields at present, and later convert it into a passive park or a combination of active and passive areas as needed. Mercer Park is noisy and over crowded, and for the most part is a sports complex. 4. Caroline Park. This parcel, approximately 10 acres, is located east of Caroline Court, city of iowa city MICROFILMED BY JORM MIC R(1LAB 1 � CEDAR RAPIDS DES .•10 CUES r 1847 f� L , Parkland Acquisition to be Submitted for the 1984-88 C.I.P. October 21, 1982 I Page 2 4. Caroline Park (Continued) 1h blocks east of Prairie du Chien in northeast Iowa City. There is no neighborhood park in the area to serve residents. The site is mostly wooded, and is an excellent wildlife habitat. An excellent nature trail could be developed here. A small area of the parcel could be developed as a playground, and the balance preserved for its ecological significance. 5. Foster Road Park. This parcel, approximately 8 acres, is located north of the proposed Foster Road extension, south of I-80, and between Prairie du Chien and Dubuque. There is no neighborhood park in this area. This parcel, depending on exact location, would probably have some existing shade and some areas suitable for open field non-league type sports activities. Unless there are objections, these are the park areas that I will include in the FY84-88 C.I.P. 1 i i r i. nICRO(ILMED BY _ 1 c.a. I JORM MIC RbLAB' CEDAR RAPIDS DES MOINCS I rL; iI Johnson County Council of Governments %%410E%tishingtona, bma City bovw 52240 Date: October 28, 1982 To: City Council From: Cheryl Mintle, Human Services Coordinator Re: Iowa City, Johnson County United Way Joint Hearings - 1982 This is to remind you of the upcoming joint human services agency budget hearing scheduled for Thursday, November 4. This hearing will be held in the basement meeting room of the First Christian Church, 217 Iowa Avenue. The schedule for this November 4 hearing is: 7:00 PM Community and Home Health i Svc Agency (VNA) (JC and UW)' 8:00 PM IC Free Medical Clinic (JC and UW) 8:45 PM Mid -Eastern Iowa Community Mental Health Center (JC) 9:15 PM Red Cross (UW recap) Although none of the agencies being heard on November 4 are requesting City money, Council input is still beneficial to the other funding sources and your attendance is welcomed. Copies of completed United Way budget and narrative forms on these agencie's are available in Dale Helling's office. Budget forms, program information and goal statements for each presenting agency are attached. Please call me at 356-5242 if you have any questions. bc4/l 1 MICROEIVED BY JORM MICR46LA13 j CEDAR RAPIDS • DES MOINES J r�i r n CITY OF IOWA CITY • JOHNSON COUNTY HUMAN SERVICE AGENCY BUDGET FORM FISCAL YEAR 1984 minrrr rnuuAnv Community Mental AGENCY NAME: Health Center Forms completed by: Verne Kelley Approved by Board: authorized signature on a� to -1- :11CFonuaEn By JORM MIC ROLA cennn an4ES �j FY 82 FY 83 FY 84 ACTUAL PROJECTED BUDGET 1. NON-CASH ASSETS 159 969 160,000 169,600 2. TOTAL OPERATING BUDGET (Total a + b) 367,342 383,453 412,616 a. Carryover Balance (cash) b. Income (cash) MEN 333 3111E <358'.I60387;3. - 3. IN-KIND SUPPORT (Total a + b + c + d) 1,600 1 600 6 , s... 7E a. Services/Volunteers. b. Material goods C. Space, utilities, etc. xhc J d. Other (specify:�y"I {+x!xwn; ".k lidg. ° y� 4. TOTAL EXPENDITURES (Total a + b) 342,049 358,160 387,323 yx a. Administrations ' >`Y b. Program Total (List programs below)„ Z55 24IR9 y<277 Community Support Services 13':00'0+ -'}>1'fi 128 . I7,5O2T ,1F- „< Outpatient Psychotherapy,<262,241�a 261,204' 28L:661w. �� '4i 'v..vdil'Ar41t: � Research P 141 Notes and comments: -1- :11CFonuaEn By JORM MIC ROLA cennn an4ES �j r L ­ INCOME DETAIL AGENCY: CMHC -2- '11CRWIEI!ED D�' JORM MICROLAB CEDAR RAPIDS • DES 'M!1[E 1 FY 82 FY 83 FY 84 ACTUAL PROJECTED BUDGET I. Local funding sources (List below) 257,524 298,060 317,963 a• Johnson Count �;208"'�36G r s.r�25T ,804 �'16b°489.x. b• Cedar Count a� C. Iowa Count d. r � e. f. ; 2. State, Federal, Foundations (List) a. b.x 1 C. s d. 541 3. Contributions/Donations 4. Special events (List below) 0 a. b. C. (i'{ rP4�/�'{((g�4�^fySy 1t' $t �pj Bey 5. Net sales -services - fees 59 952 56,100 63 500 6. Net sales -materials 0 7. Other (List below, including mist.) 5 895 4.000 5,860 a. Miscl. � WM 4� c 3K0w91 b."�rikia RentInterest xvu �t7" C. Tnenmp dt'ix y ibF da x; 3r R4+4"M, S^t. TOTAL INCOME (Show also on page 1, line 2b) 339,912 358,160 387,323 Notes and comments: -2- '11CRWIEI!ED D�' JORM MICROLAB CEDAR RAPIDS • DES 'M!1[E 1 fr 1 AGENCY: EXPENDITURE DETAIL -3- /868 1n' F11CROf 1L14ED BY JORM MICRbLAEI 1 CEDAR RAPIDSDES !401 YES ' 1 FY 82 FY 83 FY 84 ACTUAL PROJECTED BUDGET 1. Salaries 220,476 237,581 254,754 2. Payroll taxes 14,491 15,810 17,069 3. Employee benefits 25,285 25,622 28,200 4. Staff development 3,574 4,400 4,400 5. Professional consultation 42 194 45,980 48 000 6. Publications/Subscriptions 437 625 500 7. Dues & Memberships 1,763 1,300 1,800 8. Rent 660 830 700 9. Utilities 3,259 2,695 3,300 10. Telephone 3 421 2,805 3,400 11. Office supplies & Postage 3L668 3,030 3,700 12. Equipment purchase & rental 2,762 1.040 2, 800 13. Equipment/Office maintenance r.552 4,850 5.600 14. Printing & publicity 481 445 Soo 15. Local transportation 3,845 2 16. Insurance 6,073 4.950 6 000 17. Other (specify: Prof. Fepq 2,000 9 Ono 18. Activities Comm. Su ort Ser 295 747 11 000 79' Miscl. 1 350 100 100 20. Bad Debts 433 600 500 21. TOTAL EXPENSES (Show also on page 1, line 4) 187,323 Notes and comments: 1983 budget increased 4.78 over 1982 actual expenditures 1984 budget projected increase of 8.1% -3- /868 1n' F11CROf 1L14ED BY JORM MICRbLAEI 1 CEDAR RAPIDSDES !401 YES ' 1 r �I L, AGENCY: SALARIED POSITIONS Position Title FTE* Clinical Psychologists 1.80 Clin. Social Workers 2.40 Psychiatric Nurses 1.50 Executive Director 1.00 Case Manager, CSS 1.00 Office Staff 3.00 FY 82 ACTUAL FY 83 PROJECTED FY 84 BUDGET 53,708 55,857 59,209 56,455 58,714 65,004 31,781 34,839 36,929 33,484 35,094 37,200 11,000 14,000 14,840 34,048 39,077 41,572 220,476 237,581 254,754 RESTRICTED FUNDS Restricted by: Restricted for: 0 0 0 MATCHING GRANTS Grantor/Matched by: IMHA TiAHA MT4r Pprc 1?nna}•i nn 16,000 10,572 3,282 IN-KIND SUPPORT DETAIL 400 hours volunteer time 1,600 1,600 1,600 Community Support Services @ $4.00 per hour *Full-time equivalent: 1.0=Fulltime; .5=Halftime;etc. -4- Y I PIICRO(ILMED DY JORM MIC RdILAO CEDAR RAPIDS DCS 'd019ES r AGENCY GOAL, AND OBJECTIVES Agency Name: Mid -Eastern Iowa Community Mental Health Center Year: July 1, 1983 to June 30, 1984 Goal: To furnish mental health care, promote mental health, prevention of mental illnessattempt , and to provide other services consistent with these purposes. Objective A: To provide outpatient services to an estimated 900 persons in Johnson County (and approximately 125 persons in Cedar county and 100 persons in Iowa County). Tasks: 1. In Johnson County to provide 4700 hours"of verbal therapies, including administration of medications by psychiatric nurses. 2. To provide 650 psychiatric appointments for pre- scription of medication and counseling. Ob'ective H: To provide prescreening services for all persons seeking vo untary admission for psychiatric care at the Mental Health institute, Mt. Pleasant (Johnson, Cedar & Iowa Counties). Tasks: 1. To provide for the availability of staff 24 hours a day, seven days a week. 2. To contact the staff at the MHI regarding allper- sons whom we have prescreened and approved for voluntary admission. Objective C: To provide 600 hours of consultation services for community agencies and to participate in mental health planning with local and state organizations. Tasks: 1. To meet requests for consultation from the Crisis Intervention Center, Rape Victims Advocacy Program, .Domestic Violence Project, Agency Directors,, Depart- ment of Social Services, County Care Facilities, University of Iowa, and other agencies: 2. To participate in planning with MH/MR Advisory Board, Mental Health Task Force, Child Sexual Abuse Committee, Cedar County Consortium, Iowa County Agencies, Community Mental Health Centers Association, and the Executive Directors of Iowa Community Mental Health Centers. 111CROHL111D 61' JORM MIC ROLAB CEDAR RAPIDS DES MOINES am: r L; 2 Objective U:. To provide 100 hours of education services for oca an state organizations. Tasks: 1. To provide information on mental health topics to local media. 2. To speak to local groups. 3. To engage in planning with schools to promote mental health. 4. To plan and conduct.continuing education programs to staff of Iowa Community Mental Health Centers. 5. To provide inservice training for County Care' Facility staff. Objective �E: To provide Community Support Services for people having chronic mental disability. Tasks: 1. To provide case management services. 2. To provide programs in social and living skills. 3. To provide drop-in services. eecct_ive F: To provide practicum training experiences for two ra g ua to students in mental health professions. Tasks: 1. To provide up to 300 hours of supervised practicum training for each graduate student. 2. To participate in educational planning with graduate departments of the University of Iowa. Resources Needed to Accomplish Pregram Tasks 1. A board of directors of interested and committed persons representing our service area. 2. A professional staff of highly educated and experienced therapists. 3. An active and effective Community Support Service con- sistina of skilled and dedicated staff and volunteers. 4. A strong and skillful office staff. 5. Facilities that encourage public use. IIICROEIL14ED BY � JORM MIC R4/L A B' ' i j CEDAR RAPIDS • DES 14O1YES i r 3 Cost of Program $358,160 in 1983. $387,323' in 1984. i 1 141CROEILMED BY JORM MICR46LAB 1 CEDAR RAPIDS • DES MOINES 1 M J.� r Mid -Eastern Iowa Community AGENCY: Mental Health Center Original y cusp eted my: erne e e Data: Do be' 25, 1 PROGRAM INFORMATION A This information will be pravlded by each agency to be kept an file by the Human Services Coordinator. It will be the responsibility of the Hunan Services Coordinator, net the agency, to keep the information up to date. This will be done periodically throughout the year. 1. AGENCY PURPOSE: To furnish mental health care, promote mental health, attempt prevention of mental illness, and to provide other services consistent with these purposes. 2. PROGRAMS & BRIEF OISCHIPTION: we provide outpatient mental health care, prescreening services for persons seeking voluntary admission for psychiatric care at the Mental Health Institute, Mt. Pleasant, con- sultation, education, community support services for people having chronic mental disabilities, and practicum training for graduate students in mental health professions. 3. HOURS OF SERVICE: Mondays: 8:30 A.M. to 9:00 P.M. Tuesdays through Fridays: 8:30 A.M. to 5:30 P.M. A. AREAS SERVED: Cedar, Iowa and Johnson counties. i 5. ELIGIBILITY CRITERIA: Reside in Cedar, Iowa and Johnson counties. S. FEES: gliding scale of income and family size. 7. LOCATION d ACCESSIBILITY: On the fringe of the central business district at 505 E. College Street. 8. COMMUNITY PROJECTS/COLLABORATION WITH OTHER AGENCIES: We work closely with the Crisis Intervention Center, the Rape Victims Advocacy Program and the Domestic Violence Projectt and we have liaison with several other community agencies ralcaonuaEo BY i JORM MICRl1MLAEI CEDAR RAPIDS • DES MOINES _ J M6 r 1 J� Mid -Eastern love Community AGENCY: Mental Eealth Center originalY cusp etW yy pate: October 25, 14�� Please address the following areas: 1. Do you have a witing list or have you had to turn people nay for lack of ability to serve these? What, if airy, nasures do you feel can be taken to assist in resolving any probleo this creates? Yea, we have a psycho -therapy waiting list, but recently it has reduced to a manageable length. We are under considerable pressure, however, for more time for psychiatric appointments, and we have started negotiations in the attempt to meet that need. 2. Please discuss your agency's fundraising efforts, if applicable. (I.e., increased efforts, noun of staff or board tin devoted during past year, types of efforts engaged in, difficulties involved.) Our applications for state funds did not succeed. We applied for state funds to start a day treatment program, a primary prevention program and for an expansion of our Community Support Services. 3. Please discuss any trends in dnand for specific services provided by your agency, consenting on projected need and any relevant problse regarding service del lvery. We have been urged by community agencies to develop a day treatment program for people having chronic mental disabilities. There is _ also pressure building to provide more evaluation services. 4. In what way are your agency's services publicized? (E.g., radio, cable N, brochures, newspaper ads.) we distribute brochures, give talks, and place ads in newspapers. 5. Please consent on amry other problees or factors relevant to your agency's progras(s), funding or service delivery. 1816 d I 111CROEILMED BY I I JORM MIC REIL AB 1 I I � CEDAR RAPIDS DES I401:VE5 , _ a I �1 F I CITY OF IOWA CITY @ JOHNSON COUNTY HUMAN SERVICE AGENCY BUDGET FORM FISCAL YEAR 1984 BUDGET SUMMARY AGENCY NAME:IowA CITY FREE MEDICAL Forms Completed by: Nancy Clark CLINIC Approved by Board/ out = on July 20, 1982 horlZed signature atF -I- :11CROFILMID BY JORM NAICROLAB CEDAR RAPIDS - DES '4013ES j a I i J 'FY 82 FY 83 FY 84 ACTUAL PROJECTED BUDGET 1. NON-CASH ASSETS* 5,032. 5,432. 5,832. 2. TOTAL OPERATING BUDGET (Total a + b) 51,906. 57.863. 63.573. a. Carryover Balance (cash) {453NX b. Income (cash) -* A80 IX. I �N' �V'� zo 159,525. 3. IN-KIND SUPPORT (Total a + b + c + d) 168,250. 177,790. a. Services/Volunteers ON ftJ 2+ MIA ON b. Material . ....... ..... .. goods c. Space, utilities, *etc. d. Other (specify: 63.483. 4. TOTAL EXPENDITURES (Total a + b) 51,678. 57,765. a. Administration b. Program Total (List below programs 1. Clinic 2. Pharma cy 3. Lab 4. Social Services Notes and comments: ***note in reference to #1 these are not audit figures, they are estimated figures. -I- :11CROFILMID BY JORM NAICROLAB CEDAR RAPIDS - DES '4013ES j a I i J r INCOME DETAIL I. Local funding sources (List below) a.United Way b.Johnson County C. d. e. f. 2. State, Federal, Foundations (List) a • NONE b. C. d. 3. Contributions/Donations 4. Special events (List below) a•Chili Supper b. C. 5. Net sales -services 6. Net sales -materials 7. Other (List below, including misc.) a. NONE b. C. TOTAL INCOME (Show also on page 1, line 2b; Notes and comments: L"' -2- AGENCY:IQXS C tv FYPP M 'cal' Clinic FY 82 FY 83 FY 84 ACTUAL PROJECTED BUDGET 48,035. 54,460. 60,750. me Mw1M 9ICROFICTP By JORM MICROLAB crmnR RAPIDS • na '10MES. meM fr AGENCYSowa City Free Medical clinic ryDDNnTTIIDc ncT8YI -3- MICROFILMED BY JORM MICR6LA CEDAR RAPIDS • DES MOINES i i 1 J G t FY 82 ACTUAL FY 83 PROJECTED FY 84 BUDGET 1. Salaries $29,377. 33,442. 37,407. 2. Payroll taxes 350. 480. 600. 3. Employee benefits (health,retiremen) 3,578. 3,950. 4,350. 4. Staff development 315. 345. 385. 5. Professional consultation 250. 300. 350. 6. Publications/Subscriptions 380. 450. 500. 7. Dues & Memberships -0- -0- -0- Rent 1,386. 1,525. 1,678. 9. Utilities -0- -0- -0- 10. Telephone 440. 490. 540. 11. Office supplies & Postage 665. 790. 920. 12. Equipment purchase & rental 550. 550. 550. 13. Equipment/Office maintenance 14. Printing & publicity 0. 600. 650. 15. Local transportation 16. Insurance( prof. liability, fire) 4,240. 4,160. 4,375. 17. Other (specify: Scholarship Fund 675. 750. 675. 18. ;Memorial Fund 475. 475. -0- clinic Supplies 19. , . 20• :Lab Supplies 1,700. 1,950. 2,120. 21, :Repairs6Maint. Bldg 790. 900. 1,015. Contingenc un TOTAL EXPENSES (Show also on page ,line 4)$51 346 , Notes and comments: -3- MICROFILMED BY JORM MICR6LA CEDAR RAPIDS • DES MOINES i i 1 J G t MICROf ILVED BY JORM MIC ROLAB J L � � CEDAR RAPIDS • DES 14019[5 J a City Free Medical nic 3 TED FY 84 BUDGET 5. 11,025. 9. 11.025. 5. 11,025. 3. 4,332. 5. -0- 0. 650. 0. 100. >r at 47.50/h >r 1.0 at 10.50/h 'hr 1.0 at 6.33/hr 30,360.0) LL -Z A "♦ L. AGENCY GOALS FORM AGENCY NAME: Iowa City Free Medical Clinic YEAR: 1982 NAME OF PROGRAM: Health Care Delivery Program HEALTH CARE DELIVERY PROGRAM Goal: To provide free, general out-patient health care to residents of Johnson County. Objective A: In 1982, provide free health care (direct patient contact) on Monday and Thursday evenings to an estimated 3,300 people. Tasks 1. Schedule Clinic evenings with 10-12 lay volunteers and 10-12 prcfessional volunteers. 2. Provide ongoing recruiting and training for lay volunteers. 3. Provide recruiting and orientation for professional volunteers. 4. Provide Clinic evening.supervision to volunteers. 5. Provide periodic in-service training sessions for volunteers. 6. Schedule paid staff to cover the office 8 a.m. to 1 p.m. Monday through Friday carrying on: a. administrative duties b. patient -follow-up c. phone duties Objective B: To provide community information and referrals for medical and related social services. Tasks : 1. Maintaining referral information for which the Clinic receives frequent requests. 2. In 1982; giving this information to an estimated 1,800 people through phone contacts and walk-ins. 3. Provide educational presentations to area schools, agencies, professionals and the Clinic's service population. Resources Needed to Accomplish Program Tasks 1. Three 3/4 -time paid staff persons. 2. One 1/4 -time paid Physician's Assistant position. 3. One phone line. 4. Supplies for Clinic, Lab, Pharmacy and Office. 5. Professional liability insurance. 6. Waiting room, lab space, pharmacy space and clinic space in addition to administrative office space. Cost of Program $ 45,120.00 in 1982 $ 51,418.00 in FY83 MICROf 1.14ED BY I CORM MIC R6LA9 -- j j CEDAR RAPIDS DCS NOT NES I � i W -A U AGENCY: Iowa City Free Medical Clinic Original ly coop et4a byy Gate: 0moter 1, 298T PROGRAM INFORMATION A This inforeation will be prowl dad by each agency to be kept on file by the Husan Services Coordinator. It will be the responsibility of the Htaan Semites Coordinator, not the agency, to keep the information up to data. This will be done periodically throughout the year. 1. AGENCY PURPOSE: To provide avide range of quality health services at no cost to our patients. The clinic is open to see everyone but we especially try to reach those who do not have access to health care for financial reasons and those, for reasons of confidentiality, who are reluctant to use other medical facilities. 2. PROGRAMS 6 BRIEF DISCRIPTION: Clinic, Lab, Pharmacy, Social Services. The clinic provides general out patient health care at no cost to tFe patient. It is equipped with a lab and a pharmacy. Many lab Leets are done at the clinic and others can be sent out. The pharmacy stocks medications, at no cost to the patient, which are used frequently. Prescriptions are written for others. The clinic is operated with volunteer staff consisting of receptionists, patient advocates, lab technicians, pharmacists and pharmacy students, medical students, nurse practitioners, physician's assisstants and physicians. The referral worker (who is paid staff) assists.patients with referrals regarding medical and financial needs and also other social service needs. 3. HOURS OF SERVICE: 8,00 a.m. - 1:00 p.m. Monday - Friday, office staffed for administrative approVilde4$t6e8b 5%low-Y013beb°Aizaian8ld§'and Thursday evenings for 4. AREAS SERVED: medical care. Johnson County S. ELIGIBILITY CRITERIA: none 6. FEES: none 7. LOCATION b ACCESSIBILITY: 120 North Dubuque, basement of Wesley Foundation. We are not handicap accessible, special arrangements are made to see these people elsewhere. S. COMIONITY PROJECTS/COLI�BORAPON agenc189 C'bNCmBlhtain undated referral We have contact vi information. Id ICROIIl.M[D BY JC)RM MIC RGtiL14Ei CEDAR RAPIDS DCS MDINES ! I r 1 AGENCY: Iowa City Free Yedieal Clinic originally coop etea by: Nanev Clark Data: Cttober 1. 1902 PRDGRAM INFORIWTION A Please address the following areas: 1. Do you have A waiting list or have you had to turn people away for lack of ability to serve thw? What, if airy, measures do you feel can be taken to assist in resolving any problss this creates? no. 2. Please discuss your agency's fundraising efforts, if applicable. (I.e., incnased efforts, asaunt of staff or board ties devoted during past year, types of efforts engaged in, difficulties involved.) We have maintained our fundraising at one event per year; an annual Chili Supper in November. I. Please discuss any trends in demand for specific services provided by your agency, counting an PmJectad need and any relevant problem regarding service del ivory. We anticipate the needs for free medical care in this community may increase because of current economic trends. Taking into conaidera- tion our limited resources (financial, physicial space, lay and professional volunteers) we hope to maintain our services at their current quality level. 1 i 4. In what way are your agency's services publicized? (E.g., radio, cable TV, brochures, newsPAPer ads.) Posters around the community, brochures and posters with other I social service agencies and speaking engagements. S. Please consent on any other problems or factors relevant to your agency's Prograo(s), funding or service delivery. We have a constant need for volunteers and maintain ongoing recruiting and training. Our continuing problems in service delivery are the complaints or too long of a wait to be seen and no daytime hours. Both of these conditions are due to the fact that we rely mainly on volunteers to staff the clinic. We feel, these limitations are offset by the fact that we are able to provide free, quality health care. i j MICROFILMED BY - JC)RM MIC R#LAB - 1 CEDAR RAPIDS •DES MOINES ' I I�I fr 0 .. CITY OF IOWA CITY * JOHNSON COUNTY HUMAN SERVICE AGENCY BUDGET FORM FISCAL YEAR 1984 PiincrT cnmwov COMMUNITY & HOME HEALTH AGENCY NAME: SERVICE AGENCY Forms compleied by: ' P:athleeti Kelly Approved by Board: k1,_ authorized signature on date -I- III CROP I WED t,'Y CORM MICROLAO 41S, CIDAR RAPIDS - D[5 '.101' a FY 82 FY 83 FY 84 ACTUAL PROJECTED BUDGET 1. NON-CASH ASSETS 7,161. 18,000. 18,000. 2. TOTAL OPERATING BUDGET (Total a + b) 380,614. 416,050. 435,700. (Includes ioird Dei gigfions) a. Carryover a ance c s 810 . ........... .. ...... . . E Gm'ai b. income (cash) 3. IN-KIND SUPPORT (Total a + b + c + d) 3,300. 3,600. 3,600. a. Services/Volunteers MOM b. Material ov , goods 0 NEN � c. Space, utilities, etc. (Clinic Space) d. Other (specify: 4. TOTAL EXPENDITURES (Total a + b) 345,690. 393,206. 426,800. Administration FROM" a. b. Program Total (List below]?.:. US programs Home Health Disease Control for Sick Care) �4 k'V Home Health (Adult & Child Health Pranoticn) Child Health Clinics Elderly Health Services Home Health Aide Services Other Community Health ServicesRRIM10,Mw- Notes and comments: Program costs include salary, travel, taxes, benefits. Last Audit 12/31/81 June 30, 1982 Finance Statement used to adju t. Phone System Purchased. e.g., School Health, Jail, Day Care, -I- III CROP I WED t,'Y CORM MICROLAO 41S, CIDAR RAPIDS - D[5 '.101' a r L AGENCY: CAHHSA INCOME DETAIL -2- M1CROFRI4FD Cr JORM MICROLAB CEDAR ROM • 0F; 101NFS ill J FY 82 FY 83 FY 84 ACTUAL PROJECTED BUDGET 1. Local funding sources (List below) 140,319 152,000. 154,500. �.98�°,tt3I9'; a. Johnson County tLO6s500:fi; riU77r5t 500 �4 b. United Way ,G2+OQO�r�ws4 - d. e. a f. 2. State, Federal, Foundations (List) 185,173. 0'1q„,•�0{.5$5tS+0.eb. 2fe�1i�1^ ,85,(0• 4SV4Tii Ai1 d a. Home Health Grants W4�,Q75 vk�Mn2 ro Y a400:ae SaL'.i NO If b• Medicare a89fi300 r 198,50M E ,. IF C. Medicaid •' �� ". . d• Insurance/Service Contracts. 3. Contributions/Donations 2.226. 2.400. 2.000. 4. Special events (List below) a. 'I ka,,rw z ra j4 i'�v b. , <• C. K^v51'L'SfYil�a�.d�" dt .h. �•yj'����' i�a��!{., S. Net sales -services (Client Fees) 21.351. 22 2 0. 25.750. 6. Net sales -materials 7. Other (List below, including misc.) 3,735. 3,425. 18,750. a. Refunds, Misc.�1 b. Interest ? ? 2.69OL i 2.006ZZ +s `ter' 00 r +�41' •. ".�f" ^Tf C* Sources Pending��"� TOTAL INCOME (Show also on page 1, line 2b) 352,804. 381,125. 412,850. Notes and comments: Detail reflects new earnings. Carry-overs include A.A., Designated funds and not reflected above. -2- M1CROFRI4FD Cr JORM MICROLAB CEDAR ROM • 0F; 101NFS ill J tr AGENCY: CAHHSA r vocunrn,oc nrrnri - - - - _ -- - FY 82 ACTUAL FY 83 PROJECTED FY 84 BUDGET 1. Salaries 252,975. 275,000. 310,200. 2. Payroll taxes 16,600. 18,300. 20,600. 3. Employee benefits 12,780. 16,200. 18,000. 4. Staff development 2,350. 2,200. 3,100. Health Services CCntracted 5. Professional74p 5,595. 6,500. 8,000. 6. Publications/Subscriptions 270. 400. 450. 7. Dues b Memberships 1,175• 800. 950. 8. Rent 13,158. 15,500. 15,500. 9. Utilities 10. Telephone (System Purchase 1982-83) 3,500. 3,000. 2,400. 11. Office supplies 5 Postage a Care Supplies 7,085. 7,400. 8,600. 12. Equipment purchase 8 rental 3,948. 17,500. 4,500. 13. Equipment/Office maintenance 460. 600. 1,000. 14. Printing b publicity Lr Office &w. In Office Supp. In Office Supp. 15. Local transportation 13,739. 16,300. 17,000. 16. Insurance 4,112. 7,000. 8,000. 17. Other (specify: 18. Depreciation 1,538. 2,000. 2,000. 19. Audit/Data 4,710. 3,000. 5,000. 20• Contingencies ' 1,695• 1,540. 1,500. 21. TOTAL EXPENSES (Show also on page 1, line 4) 345,690. 393,200. 426,800. Notes and comments: -3- lrllcaontwm or — JORM MICR6LA6 j CEDAR RAPIDS • DES MOVES i 10 S' J N AGENCY: CAHHSA SALARIED POSITIONS Position Title FTE* (Personnel Executive Director 1. Chante 12.82) Patient Service Manager• 1. Team Leaders (2) 1.2 - 1.5 Public Health Nurse 8.7 Occupational Therapist .5 Physical Therapist .5-.8 Home Health Aides 5.-4.-5. Administrative Asst. 1. Accounts Clerk .7 Clerk Typists/Stats Clerk 1.25 Custodian t FY 82 ACTUAL FY 83 PROJECTED FY 84 BUDGET 28,000. 29,000. 1,470. 21.110. 1,700. pi inn- 2,000. in-nnn- 116 025. 127 025. 13 000. 6,840. 7,715 7,500. 9,000. 8,500. 10,500. 36,350. 39,000. 49,000. 14,200. 91590. 15,600. 10.050. 16,800. 10.600. 11,360. 7 12,650. 13,400. 4 RESTRICTED FUNDS Restricted by: Restricted for: Board of Directors - rm intra im of new Qmject 24-hr.0 LU, Salary Upddade Donors of Memorials - Staff Educatial Ui- r ted Iters 7,800. 15.000. 19.000. 1,530. 1,250. 2,000. MATCHING GRANTS Grantor/Matched by: IN-KIND SUPPORT DETAIL Services/Voltniteers - Norkemm @ Elderly Health 600. 1,200. 1,200. [vice - Material Goals: 4heeldairs, Walkers Dalated 900. 600. 600. Space - Child Health ClLrics held L1 nilti-PzPOse 1,800. 1,800. 1,800. space or i9ealm Laitersq.ft. *Full-time equivalent: 1.0=Fulltime; .5-Halftime;etc. On County Payroll for Nursing Salary4_ This is Management Increment. 1. FTE was on County Payroll, Removed 7/1/82. W1 MICROFILM BY CORM MIC R(SLAB 1 CEDAR RAPIDS DCS !AO UJES 7 r AGENCY GOALS Agency Name CAHiSSA Name of Programs -Home Health - Disease Control Health Promotion Goal: Provide prevention, restoratidivand suppa tivelye inmannerhealth services to Johnson County In 1983: Objective A: Continue to initiate home care for disease pro- blems within 24 hours of referral. Tasks 1 Monitor productivity of individual staff and the time available for new cases. 2. Maintain board's service priorities defined in 1981. 3, Monitor the relationship of increased demands & 3rd party to increased generation of patient revenue. a. Add appropriate staff when there is a positive relationship. B: Test the use of'2ohour hose care availability by Objective group of a selected Tasks Evaluate the use of services from Oct. 11, 198 - 1, January 14, 1983. delivery efforts with 2, Continue to coordinate service Hospice Inc. of Iowa City. iteria 1Program u 3.' ity ur service 1bylBoards omerly by 2Review by and annually mittee. deemed necessary to better serve a. Revise as the community within agency limits. the service as a possible option 4. Continue marketing to more, expansive intense care. arrt urchase of service Objective C: ContinuJohnsoneCountythe Health Depar ment foranursingsand aide services. Tasks 1. Renew contracts for 1983-84 based on: 1982-83 use rate of home health aides & a. projected unit costs. benefits in b. Projected nursing salaries and 83-84. the use of home health rehabilitation ser Objective D: Increase vices- Tasksrams programs for selected hospital units 1. sick in-service and Rehabilitation Departments. a flyer describing the value of rehabili- 2. Distribute tation in the patient's residence. MICRDEIWED BY JORM MICR6LA6 CEDAR RAPIDS • DES b101:4ES M J r AGENCY GOALS Home Health - Disease Control; Health Promotion (continued) Page 2 KK: ms 9-82 3. Continue internal efforts to familiarize nursing staff with rehabilitation potential with use of therapists. Objective E: Provide health promotion visits in the home to selected client situations and offer community based services to those for whom it is appropriate. Tasks 1. Define those health promotion needs best served in the home. (e.g. - newborn visits, family of a sick person being visits, no transportation available.) 2. Develop methods of promoting other clients to use office visits, staff "Office Hours" at housing develop- ments and Community Centers to receive health counsel- ing. 3. Reinforce agency philosophy to staff and clients regarding maximum client independence. Objective F: Establish community liaisons role in one additional health care institution. Tasks 1. Maintain current continuity of care consultation role with local nursing home. 2. Define other health care providers seeking this service as interested in exploring it. 3. Involve graduate students with interests in Dis- charge Planning and Continuity of Care to test -various models of the liaison role. M1cRorl UIED BY � JORM MIC RbLA6 -- CEDAR RAPIDS • DES 1d014ES I i 'J 1 I AGENCY GOALS Agency Name CAHHSA Name of Program - Child Health Clinic Goal I: Provide comprehensive child health supervision for families of Johnson County experiencing financial constraints. In 1983: Objective A: Maintain the American Academy of Pediatric recom- mendations for child health supervision services.. Tasks 1. Maintain all components of current program. Objective E: Coordinate planning and evaluation activities with the State Health Department consultants and local Women, Infants, & Children nutrition project staff. Tasks 1 Arrange a state consultant visit to clinic during the year. 2• Clinic manager meet with WIC manager regularly. 3. Appointments at clinic be coordinated with WIC appointments for individual families. Objective C: Demonstrate increased appointment keeping and document reasons for appointment failure. Tasks 1. Provide quarterly reports to administrator on num- ber of appointments made and kept, counselled and not kept, and summary of reasons for noncompliance. 2. Individual follow up after 2 cancellations or no shows. 3. All pre -clinic interviews will explore time and travel factors for families. Objective D: Explore expanded orthopedic and neurological assess- ment in clinics. Tasks 1• Involve agency therapists and Advisory Committee in assessing current activities. 2. Review screening methods already available. 3. Test assessment methods recommended. Objective E: Implement a new client record system for clinics. Tasks 1, Train clinic staff on use of system. 2• Assess impact in terms of time, uniformity of data obtained and referral/follow-u; activities. KK:ms 9-82 MICROFILMED BY JORM MIC RbL ' I � CEDAR RAPIDS •DES MOINES.] ; r r 3- AGENCY GOALS Agency Name CAHHSA Name of Program - Elderly Health Services Goal 1: To prevent the complications of normal aging and facilitate early detection of health problems. In 1983• Objective A: Analyze the problems addressed and actions taken in selected service sites. Tasks 1. Develop method of analysis. 2. Select sites for analysis. 3. Gather data for test period of at least 3 months. 4. Review and revise methodology as needed. 5. Implement on an ongoing basis. Objective B: Formalize the model of Elderly Health Service Delivery to be used at group sites. Tasks 1. Elderly Health Service staff committee define the various systems used at different sites. 2. Limits and values of various models be defined. 3. Develop a written orientation for staff that de- fines a model to be followed at all sites. a. Design a model that can be modified according to needs assessment at individual sites. Objective C: Improve participation of senior citizens in health educational programs. Tasks 1. Place consumers on Elderly Health Services Committee. 2. Request simple evaluations of all programs by the participants. a. Include an item requesting suggestions for future programs. 3. Plan participant involvement whenever possible. Objective D: Provide at least one health screening program that focuses on a common health problem. Tasks 1. Review literature on most common health problems for age group (e.g. - foot care, sensory loss, functional skills.) 2. Obtain consumer agreement to an area of need. 3. Seek multi -agency involvement if feasible for the problem addressed. 4. Involve appropriate health science students and faculty in planning and screening. 5. Select a site accessible and allowing privacy. 6. Arrange a group session prior to screening date, to provide information on the health problem. KK:ms 0-82 11ICROEILMED BY JORM MIC R(�LAB 1 1 i j CEDAR RAPIDS • DES MOVIES i j i 1 r AGENCY GOALS Agency Name CAHHSA Name of Program - Health Consultation and Communit Services Goal: Provide health counseling+ screening and/or education services upon request ofcommunity groups or community site managers that deal with grouuppsOfpsons. In 1983: Care Providers of CAHHSA services Objective A' available Inform l narequest. KK: ms 9-82 L. Tasks 1. Obtain assistance of qC's in distributing in- formation. 2. Provide information in written form. 3. Arrange a program on the subject. 4. Determine the mutual responsibilites for health services to Day Care. ange service on a selected a. Leave time to arr basis. b, the limits of availability for regular ser- vices to sites. problems. c. Dealing with recurring p 5. Encourage sites to pool staff for in-service and problem solving activities. Objective B: Contribute evaluationhwithin limits th 9ofervice agencydstaff livery resources: Tasks 1 Maintain periodic planning/evaluation meetings of CAHHSA and school health managers. 2. Define mutual responsibilities for service issues. (see A 4 above) health re - 3, Contribute to a plan for delegating sponsibilities to the child and families, school and community resources. 4. Seek ways of involving health science students in programs.artici- in health screening on a regular or periodic Objective C: Increase the number of retail and work sites p pating basis. Tasks 1, Continue regular service sites. a, provide reports on those served and follow-ups required. activities, especially at 2. Offer periodic screening work sites. 3. Coordinate with other agencies such adequatRee Cross & Health Science Colleges to provide per- sonnel. MICROFILMED BY JORM MICR6LA9 ' j CEDAR RAPIDS • DES MOINES r L AGENCY: CAHHSA originally completed by: Kathy e v Oates_ 9-27-82 PRDGRAM INFOWATION A This inforsation will be provided by each agency to be kept on file by the Human Services Coordinator. It will be the responsibility of the Human Services Coordinator, not the agency, to keep the information up to date. This will be done periodically throughout the year. 1. AGENCY PURPOSE: Promote health by i, dentifying and working toward the solution of individual and community health problems; providing a variety of health services in response to those needs and working co-operative- ly with other community organizations and services to assure efficient, effective health service delivery. 2. PROGRAMS 6 BRIEF OISCRIPTION: Home Healt� - .._ Home hearth tare includes a variety of heel,th ser- vices in the home to Prevent illness, restore health, and prove • sup- portive services to the injured, the disabled, or the chronically ill. Child Health Clinics - Regularly -scheduled appointments for enrollees, from birth to 16 years of age, providing physical and developmental assessment, immunizations, health counseling, and laboratory tests according to American Academy of Pediatric's recommendations. Elderly Health Services -A range of individual and group health services provided at various community sites with purposes of early detection or prevention of health problems. Health Consultation and Other Community Services - Health counseling, screening, education, or a combination of these services provided by Agency staff by arrangement of any community group* i11 ase services are provided by nurses, home health aides, occupational (and physical therapists, social workers and speech pathologists. 3. HOURS OF SERVICE: Home Care _ 5arvieisyonccalllbaain oicpre.aiianged-oK 24 hour basis Child Health @C@lin�iicc!s - By appointment; clinics held 4-5 s 1- lis'slypeefawee'kp'e1=�JeSisit3n $ e�c13i°Sglef�eriwa �Ciduat 1. ANUS SERVED: '' All of Johnson County S. ELIGIBILITY CRITERIA:- Live in Johnson County - Allprograms Home Care, disease control: Attending physician EMiding medical orders - needs are within SA's capability Home Cares Health Promotion - request health teach- ing/consultation or agree that such service is needed. Elderly Health Seryices - Present themselves at the site and request assistance. Child Health Clinic - 0-16 years; Have an identified medical source for sick care; claim medical indi- 6. FEES: gents. Home Care Disease Control - Fee on slidingfee scale (attached) Home Care - Health Promotion - supported with local top dollar. Child Health Clinic - Donations accepted - supported with local ro.r dollar Elderly Health Services - supported with local tur dollar. 7. LOCATION 8 ACCESSIBILITY: - Vary with program. Client homes Retirement housing, senior and community centers, congregate meals Health Center 0. COMMUNITY PROJECTS/COLLA80RATION WITH OTHER AGENCIES: - Seeking Community Liaison relationships with hospitals, nursing homes, clinics. - Promoted development and participate in a multiagency assessment a coordinating process for homemaker/aide/chose services in Johnson County. - Consultation and selected services provided for school systems - B.P. screening for retail stores and industries arranged at their request. - Working through 4 C's to provide health consulter on to Day Cares. 1, 1 MICROFILMED BY JORM MICROLAS CEDAR RAPIDS • DES M01NE J r L AGENCY: Originally Ceep •tad by: Kathy Kelly Data: 9-27-82 Please address the following areas: 1. Do you have a waiting list or have you had to turn people away for lack of ability to arve thee) Mat, if any, measures do you feel can be taken to assist in "solving airy pprobless this creates? We have urs to 1 a 2 week wait for health counseling and rehabilitation needs - usually can respond to sick care needs within 1 working day of refer- ral. Community Health Serviccs - such as dealing with nuisance disease, providing screening problems, etc. cannot be dealt with as soon as calls received be- cause all staff are scheduled and these schedules must be adjusted and priorities reviewed. Requests for intensive service (e.g. 24 caze in the home, regular service to Day Cares, other groups) cannot be met because of relatively small staff. According to state estimates, we have 81% of staff required for home care need otential E 27% staff requirements to meet health maintenace needs. We need to move toward these staffing figures a tr"w 1uu 3Tire uii yeurigincy's lundraisinq iffort%Tf appllcaoia. (I. a., increased efforts, amount Of staff or board tier devoted during past year, types of efforts engaged in, difficulties involved.) Our efforts are on behalf of United Way Compaign - i.e. Board members and employees participate in various ways. We now have a policy on fund raising to address new, needs d deficits but not in conflict with United -Way campaign - Policy not used to date. 3. Please discuss any trends in deeand for specific services provided by your agency, corning on projected need and any relevant problem regarding service delivery. - We'are now coordinating with various school systems, day cares, nursery schools, providing consultation, information and more service in area of prevention ad communicable disease. - Home care for acute, sub -acute and terminally ill is in greater desad. - Child Health Clinic enrollment has increased requiring 4-8 hours more clinic/ month - Requiring 2-4 staff persons per clinic. 4. In what way are your agency s services publicized? (E.g., radio, cable 1V, brochures, newspaper ads.) gl-B2 GABLE T.V. - Live Program x 2 PS massages Telephone book - no ads but cross references. Local Papers - meeting announcements regularly. adi talk_ s� ,,,,,,t g�tgat least 2'feature/yeas. roc =4 f yslcian mag 14" ieo rare s epztgags aoe 5. Please coent on any other problM Or fac�rti enievinrtieto eeyour agency's Program(s), funding or service delivery. Our agency has been opting for very high productivity in the sick care area - thus allowing us to do more reimbursable services with the same amount of staff. While this requires very close monitoring of thatlal�owsdus rmorale u it has produced additional income in some recent up- grade our noncompetitive salaries, improve equipment and office conditions, and add dimensions to our services otherwise impossible because of no start- up fund9x�mple - Normally as reimbursable visits increase, one would add staff. In the past several years was have had board desig- nations of 3rd party funds beyond that of our budget pro- jects to such things as evening 8 night coverage for home care, increased rehabilitation staff, an upgraded phone system This cannot continue indefinitely due to quality and staff problems resulting in turnover. IIICROEIL1110 BY JORM MICR46LAB CEDAR RAPIDS • DES MOINES J BUDGET FORM A.-:NCY Free 1•ledical Clinic ADDRESS '-20 N. Dubuque, P.C. 5c:-:-1170 owa .ly owa Cit 7 -44 FORMS COMPLETED By Nancy Clark, Financial Coordinator Name and title -- --- --- -- - /868 • � o-nceonuam er �4.-,• i JORM MICROLAB L ! I c[onrs unvlos • DES mor+Ls 7 J TOTAL REVENUE AND EXPENDITURE SUMMARY Calendar Year N. It. Pleas indicatc accounting syst'cr; by roar ngoncy, :.g., co a cash, or other. 1981 Actual Last Year 1982 Projected This Year 1983 Budgeted Next Year 11983 Minus 1982 1. Beginning Balance -537.00 338.00 121.00 -217.0 a. Operating -537.00 338.00 121.00 -217.0 b. Restricted - -0- -0- -0- -0- 2. TOTAL Unrestricted Support 48,675.00 53,411.00 59,274.00 5,863.0 a. United Way 25,000.00 29,050.00 31,955.00 2,905.0 b. Iowa City -0- -0- -0- c. Johnson County 20,055.00 22,585.00 25,368.00 2,783.0 d. All Other 3,620.00 1,776.00 1,951.00 175.0 I 3. TOTAL Unrestricted Funds Carried Forward and Current (la + 2) 48,138.00 53,748.00 59;394.00 ,646.0 4. TOTAL Restricted Support 830.00 1,800.00 850.00 -950.00 a. Restricted by Donor 830.00 850.00 850.00 -0- b. Designated by Board I S. T77AL Restricted Funds Carried Forward and Current (lb + 4) -0- 830.00 950.00 1,800.00 -0- 850.00 -950.00 -950.00 6. CRAND TOTAL Funds Available (3 + 5) 48,968.00 55,548.00 60,244.00 i ,696.00 7. (Y0ND TOTAL Expenditures 48,630.00 55,427.00 60,177.00 ,750.00 a. Finances by Unrestricted Funds 48,675.00 53,411.00 59,274.00 ,863.00 ,! Financed by Restricted Funds 830.00 11800.00 850.00 -950.00 8. Endino Balance (6 - 7) 338.00 121.00 1 67.00 -54.00 Summary of Expenses and Outlays 9. Management and General 9,000.00 10,307.00 11,409.00 ,102.00 !10. Payments to Affiliated Organizations -0- -0- -0- -0- Major Property & Equipment Acquisition 500.00 500.00 500.00 -0- jIll. 112. Program Services- - _--• 9,630.00 45,120.00 48,678.00 ,648.00 -_ a. Clinic_ __ -_ _ _ _ b• Pharmacy - c• lab _-- r-- -._ i d.Social Services _. 3,780.00 26,292.00_ 27,911.00 ,619.00 5 862.00 6L,534. 00 7,232.00 L5,41f�.00 6 670.00 7,475.00 - L. 1,572.00 5,624.00 6,150.00 698.00 805.00 526. 00 -- --- --- -- - /868 • � o-nceonuam er �4.-,• i JORM MICROLAB L ! I c[onrs unvlos • DES mor+Ls 7 J r I I AGENCY: Free Medical Clinic &xl" Form' 1 Account No. Charged v,ne,u•. rynn.q vx.I.m ••I 4II I.fN11IilII WIIIIq IgIMI lb Position Title and/ .F.mpbyee Nam' FupTime warAc4,N L.187. Y. 1�.a. BuOpMed 7983 xt Year �Praposad Patient Services Coordinator .75 8,100. 9,530. 10,500. Volunteer Coordinator** .75 89100. 8,458. 10,500. _ Financial Coordinator .75 1 8,100. 9,530. 10,500. Physicians Assistant .25 3,196. 3,740. 4,125. **position vacant 1-1-82 to 2-9-82 PEETOTAL 2.5 27,496. 31.258. 35,625. 100 IIIIIIII11M1 X'1 O '.O INnnprllRM NYO JAL 101"1 40011 NI 1 nu o,:jai Inlormatlon noundad to Noarost Dollar MICROr ILMED BY JORM MICROL. CEDAR RAPIDS • DES M01 I r 111CRONUIED BY JORM MICR46LAB j' CEDAR RAPIDS DES MOINES J L r ICY Free Medical Clinic .iptlonal Budget Form: AGENCYFree Medical Clinic (indicate N/A if applicable) EXPLANATION OF BOARD DESIGNATED RESERVei (For Funds Which Are Not Donor Restricted) A Ne of Board Designated Reserve Linda Knox Memorial Fund a 1982 1. Date of board meeting at which designation was made: February, - 2. Source of funds Friends _ 3. Purpose for which designated. to purchase an autoclave and examining room _ curtains 4 Are the investment earnings available for current unrestricted expenses? Yes X No If Yes, what amount: S Dade when board designation February, 1982 became effective: — ----- — b. Date when board designation expires: _. n�a _ _ . _ _ ..---•--•---- — " 7, rltrrent balance of this fund: -0_ as of August, 1982 B. Name of Board Designated Reserve: __..... .. _ ._._ I Date of board meeting at which designation was made* - Source ill funds 3 Purix)se for which designated 4 Are the investment earnings available for current unrestricted expenses) --Yes No If Yes, what amount, 5 Dale when board designation became effective --- ti Dale when board designation expires: - 7. Current balance: of this fund: C. Name of Board Designated Reserve:. 1 Date of hoard mneung at which designation was made 2. Suurceol funds._._.._._.....___ ..--••-•- •-•-- 3 Purpose for which desigoaled ._..._.._.—__.—._.. 4 Are the investment eaimngs available for currem unrestricted expenses' Yes No It Yes, what amount 5 Date when board deslgnatinn became effective 5 Date when board designation expires 7. CLrrcnL baalmrcc of I hi:. fund:- UdM Wov nl Mwnrn �'q� flICROFILI•IED BY I .J JORM MICR<SLAB I CEDAR RAPIDS • DES MOI}IES i I i 7 I y F �I AGENCY: Free Medical Clinic Optional Budget Form: (Indicate N/A if applicable) EXPLANATION OF RESTRICTED FUNDS (Source Reatricted only—ExduOe Board Restricted) A. Name of Restricted Fund Free Medical Clinic Scholarship Fund 1. Restrictedby: Donor 2. Sourceoffund: Clinic volunteers 3. Purpose for which restricted:. Fourth year medical student financial assistance 4. Are investment earnings available for current unrestricted expenses? _Yes -LNo If Yes, what amount: S. Date when restriction became effective: June, 1981 6 Date when restriction expires: _B/a 7. Current balance of this field: 5850.00 as of August 1982 S. Name of Restricted Fund Johnson County Health Improvement Association I Restricledby: JC HIA 2. Sourceoffund: JC HIA 3 Purpose for which restricted: eg.Ripment 4 Are investment earnings available for current unrestricted expenses? _Yes 7C No If Yes, what amount: - 5 Date when restriction became effective: restriction changes yearly 6. Date when restriction expires:.??�a .7. -Current balance of this fund: -0- as of Auoust 1982 C. Name of Restricted Fund _ I Restricted by: 2. Source of fund*_�__ 3. Purpose for which restricted: 4. Are investment earnings available for current unrestricted expenses? _ Yes _.No It Yes, what amount:---.._..__ 5 Date when restriction became effective: — 6 Dale when restriction expires:......._ 7. Current balance of this fiord: 1 I11CRUILMED B1' JORM MOCROLA13 CEDAR NVIDS •DCS 'd01AES r r I I BUDGET FORM 6 Your Agency's AGENCY: Free Medical Clinic Fiscal Year 1. Donated Services Hours Estimated $ Equivalent Service This Year Next Year This Year Next Year Health Care Professionals 2,450 2,450 110,250.. 110,250. Health Care Workers -students 2,450 2,450 24,500. 24.500, Lay Volunteers_ 4,800 4,800_ 28.800. 30.000. TOTAL $ EQUIVALENT 163,550. 164,750. 2. Dcinated Materials Amount of Material Estimated $ Value Materia] This Year Next Year This Year Next Year '- Medications 4,500. 5,150. i I TOTAL DOLLAR VALUE 4,500. 5,150. 3. Funds Generated through Grants having Matching Reauirements Tine Period Agency Providing Amount Agency Providing Amount of Grant Seed Money Seed Money Grant Grant MATCH FOR r TOTAL SEED MONEYTOTAL GRANTS "AL AMOUNT Generated through Grants (Total Seed Money + Total Grants) Budget Approved by: 6"&r*uthfize0d0Aff1cial Date J i. :11CROFILMED BY JORM MICR46LA13 - 1 CEDAR RAPIDS DES 110114ES 7 � � _ a fr UNITED my - cwr PER UNIT mm CUHPENr OATS April 26, 1982 _ NTM CF AGENCY IowaIowaCity. Free Medical Clinic For Cy January 1981 - January 1982 programs furled by TOW program Total program No. Of Clients Service Unit Unit4 of " Definition mice lin • Entire unit c of Unit Cost_ I Unit Cost United Way + U ASIS Expense Eire Served tact hrs., (Indicate if. Paid by UN Taxonony No. f=W by UWdays, etc.) there is a fed. ceiling) 51.4% I _.1.1.02.05 Free Medical Clir{ic $48,62 . $25,000. i * In person or 5182 phone contact I 1 j * an average clin�Cal visit includesji.e. th five profession l or lay volunteersptionist,referral worker,Ipatient ad ocate,lab technician, pharmacist and dhysici !I I I 1 average 1.5 hours $9.38 $4.82 I In 1 MICROFILMED BY 1 1 -JORM MICR6LA0 - -J J CEDAR RAPIDS DES M015ES 1( r r United Way of Johnson County Planning Division, 1982 AGENCY QUESTIONNAIRE IDENTIFICATION 1. Agency Iowa City Free Medical Clinic a. Address 120 North Dubuque b. Phone 337-4459 2. Name of B7m@CWCo—Directors Peggy Bouska, Colette Brodersen, Nancy Clark, contact person 3. Name and title of person completing this form Nancy Clark, Financial Coordinator A. MANAGEMENT 1. Do you have a Board of Directors? Yes X No ^ a. If "No", to whom are you accountable? b. If "Yes", 1. Is it policymaking X or advisory _? 2. Is membership rotating? Yes X No 3. How are members.selected? (method and criteria) Nomination by staff or Board members, election by j current Board. 4. No. of members currently 12 c. No. for quorum ** Was a quorum present for each meeting? Yes No d. Maximum interval between meetings 3 months No. of meetings past 12 months 5 e. Do you provide United Way with Board minutes? Yes X_** No ** as of 1982 ** currently being revised in our By—laws i MICROFILMED BY JORM MICRl11LA8 1 J CEDAR RAPIDS • DES HOMES M5 ■. • t -2- 2. What are your criteria for hiring staff? (education, experience, etc.) Please specify. For all staff: knowledge of and experience with Free Clinics, administrative experience, familiarity with budgeting and funding sources, knowledge of office procedures ana Johnson County community resources, Medical wor er: medical skills at the PA or Nurse.Practitioner level. 3. What is the current number of 'paid staff? a. Full-time professional staff b. Part-time professional staff 5 c. Other full-time staff d. Other part-time staff 4. Does each professional staff person have a written job description? Yes X No 5. Volunteer Staff a. Total hours contributed past 12 months 9700 b. Current number of active volunteers 150 6. Is the Agency Sol -rector's performance evaluated at least yearly? Yes X No a. By whom? Staff b. In writing? Yes X No B. FINANCES 1. Is your Agency regularly audited? Yes _ No X a. At what intervals? b. By Whom? 2. Are there fees for any of your services? Yes _ No x a. If "Yes", under what circumstances? _ b. Are they flat ._,,. or sliding ? Please explain. I4ICROEILI4ED BY � -JORM MIC R6LA9 CEDAR RAPIDS • DES 14DImES ' 10d J-1 r I I -3- 3. Does your Agency consult with United Way before conducting any outside fund-raising? Yes X No a. If Yes, please list your efforts for the past 12 months. Annual Chili Supper, November C. PROGRAM/SERVICES I. How many persons in Johnson County did your Agency serve last year? a. Duplicated count 5055 b. Unduplicated count n/a 2. How many units of service for each program did your Agency provide to Johnson County residents last year? 5055 Total, 3145 patient visits of er units of a. Please define your "unit of service" for each program. contact In person or phone contact 3. Do you have a waiting list? More than half the time less than I half no x — a. If you do, what is the usual number? b. What are the reasons for it? c. What is the average period on it? 4. What service or client follow-up measures do you use? We follow up on all patients with Positive exams and those who need repeat visits for whatever reason. 5. How are your program services monitored? By our Board, Johnson County and United Way 1 111CROFILME0 BY JORM MIC Fld1L AB j CEDAR RAPIDS • DES hIO1NES i I ffiffll* -a- 6. What will happen to your service population and its needs during the next five years? The needs for free medical care in this community may increase because of current economic trends. a. What are your plans for this? Taking into consideration our limited resources (financial Physical space lav and professional volunteers), we ho a to maintain our services a their current quality level• 7. Do you have licenses or certification for programs or personnel? Please describe. no 8. Are you accountable to any accrediting bodies? Yes _ No X a. If Yes, please list. i 9. Do you consult with United Way prior to any program expansion? Yes X** No _ '* any major expansion D. COMMUNITY RELATIONS 1. Do you identify your Agency as a United Way affiliate? Yes X No _ a. If "Yes", how do you do it? On our brochures, posters, letterhead, signs in the Clinic and in speaking engagements. 2. How do you inform the public about your services? Through posters around the community, other social service agencies and speaking 3. How do you obtain input from persons and groups affected by your services? Patient representatives on our Board and encourage verbal feedback from patients. /gp6r 111CRUILMED BY c I JORM MICRdLAB� 1 CEDAR RAPIDS DES MDINES n -5- 4. List complaints about your services of which you are aware. Must wait too long to be seen, no daytime hours. a. What measures would help alleviate these complaints? Both the long wait and lack of daytime hours is due to the fact that we rely mainly on volunteers to staff the Clinic. However, these limitations are offset by the fact that we are able to provide free care. E. OTHER 1. What is the major problem facing your Agency, other than funding, ' and what are you doing about it. We have a constant need for volunteers. Ongoing recruiting and training. i i - 2. 'What could United Way do for your Agency that it is not doing now? We wcicome the advertising and publicity that are pro- vided by L'n.ced Way and will appreciate continued effort in thac area as visibility i„ most important to us. 3. How could United Way improve its relationship to your Agency? What could your Agency do? We are very pleased with our relation- ship with United Way. 1 i micurILMED BY i JORM MICM¢LA 1 CEDAR RAPIDS DES I4014ES If" J k �r i THE AGENCY FOR WHICH THESE FORMS ARE BEING COMPLETED DOES NOT DISCRIMINATE ON THE BASIS OF RACE, RELIGION, CREED, NATIONAL ORIGIN, COLOR, SEX, DISABILITY, MARITAL STATUS, OR AGE. This Agency's completed Que tion it a reviewed by its Board of Directors ate / 0 - Lad thori T Agency Represen tive o MICROFILMED BY JORM MIC REILAB� I CEDAR RAPIDS DES MOIRES � I I BUDGE r FORM �C-ENCY COmMUNITY-LHOM;r HEAL1L§-ELV-I(LE -AGPNCY ADDRESS 1115 Gilbert Court COMPLETED BY ­Iathleen--fLe-lja RNLMA Executive Director Nai;e �and title TOTAI PFVFNIIF AKin r'iDrmnTT11Dr Cln.. .... . .. 8?801. 114 000. 15,000. 5'1.49_CIL Health Services. 4,xL9L.­ 7,000. 1 9,000. F- ide Lenvices 37L83_5. 471000. 44,500. i 3 500 Other Community .Services ­.­­­; 7,153. 7.000. 91000. 2,000. Nor, Home :..IncrrporaLed,a:,_Administnative C I -L�t Rfl Programs MlCrOFILMED BY JORM MICR46LAE3 CEDAR RAPIDS - DES MOINES M 1982 1983 7<99I Actual Projected Bud geted Minus -A. Last Year This Year Next Year 1082 1--jinning Balance --- - a. ODerating Includes previous year' 6 177. 39,446. 38,546. t900) Restri . 449. S 7=55, 36,690* 36,546. ;144) cted - ------ - 7 2 8. 2 756. b * 2 000.-. 776 2.. '-;).AL Unrestricted Support 350,201. 355,500. 364 500. V 9000. a. United Way -Iowa 38,500. 45 500. 45 500. 0 b. City Johnson County 96,138. 105,000. -- 106,500. I 1000. d. All Other Includes receivables -F1 0111 t1T±rd -party---- ..215,563. 205,000 L• 212 500 -07. TOTAL unre-itricted Funds (,;.rriPd rcrWdra ,iad current -(la 350,650. 392,190.1 401*0�46 I 1 8856.. 4. T�'TAL Restricted Support 1 642. - z 16,400. -- 17,700. 1300. d. Restricted by Gonor I - b..- Designated by Board 1,142, 2,000. 1 14,400, 2 000. 1 w 00, 0 lion. 5. TOTAL Restricted Funds Carried ForWdrd and Current (16 + 4) 7,370 19,156, 19,700. 544. GRAND TOTAL Funds Available (3 5) 358,020. 411,346. 420,746. 9400. _._GPAND TOTAL Expenditures 318,574. 372,800. 413 600. 1 00 40 800. a. Fiiianced by 'Unrestricted Funds 314,256. 352,000. 383,500. 00. 1 00. 31,500. rinanced by Restricted Funds 4,378. B . 20,800. 30,100. 9,300. d Ending Balance (6 7) : 3:9:,4476. 38,546. 7,146. lf37,400.) -S ummdrY Of Expenses and Outlays inagement �nd General �103,246.. _L_ 11 �6000 . - i 122,030 �6000. avweis to Affiliated Organizations P!.jur ;'roperty 8 Equipment Acquisition i 2,893. 5000. 5, 000. travel,_ salary,_ taxes 12 xes 0 &00. 270 00. 1 0 00. 1 _?.-Home 8TnSf1 ig _. JLIsea- '_SControl (Prof 118,319. 100. 100 .. 161 800 171,000. 9,20 Home Health Adult & ChildHealth17,916. 22,400. 1,40 0. .... . .. 8?801. 114 000. 15,000. 5'1.49_CIL Health Services. 4,xL9L.­ 7,000. 1 9,000. F- ide Lenvices 37L83_5. 471000. 44,500. i 3 500 Other Community .Services ­.­­­; 7,153. 7.000. 91000. 2,000. Nor, Home :..IncrrporaLed,a:,_Administnative C I -L�t Rfl Programs MlCrOFILMED BY JORM MICR46LAE3 CEDAR RAPIDS - DES MOINES M fr AGENCY: COMMUNITY 6 HOME HEALTH SERVICE AGENCY Budget Form: 2- A Account No Charged Position Title kX f, S/o It. *WW Woo"Iu e• Full -Time Equlva- lent' 1981 Last Year Actual 19$2 This Year Budgeted 1983 Next Year Proposed Executive Director F:Y. 1.0 22,560. 27,000. 28,.000. -Su pPl. t .-Merit Patient Service Manager RR 1- Team Leader JE 1.0 1.-0.6 1,380. 15,512. 1,560. 1 10,700. 1,700. 11,600. ,1 10 DH 1.-0.6 13,008. 10,600. 11,500. PHN II - Staff Dev. Coor. ED 0.5 8,081.8 700. 9,400. PHN II JG 0. 0. 4 400. 11 BS 1.0 13,285. 14 780. 16,000. F.0/NT 1.0 12,816. 14,320. 16,000. 11 LN 1.0 9,086. 14,580, 16,000. 11 182 on County Payroll FN 1.0 - 14,000. 15,400. ,1 CH/CL 1.0 13 342. 14,000. 15,400. CR/DS PHN I RG 0.5 10,018 7,100. 7,800. 1.- 1. 1 12.000. 13.000. C1ipi4 Coo rdirldtgr/PNP __- CR _ V .4 1.0 1.0 - 9,700. 9,282. 6,200. 11,010. 10,410. 6,800. 12,100. 1 200: 11,200.- W. 1.0 1 8,679. 800. 1 10.800. „ 10.200. „ 10. 100: Q.S-.6 5,716,0. 8,50G. NF 5,388. 8,290 9,000. Admn. Asst. JA 1.0 13,400. 15,000. 116,200. Accounts Clerk AA 0.7 9,239. 9,700. 10,400. Clerk -T ist RD/MS/DG 0.5 4,026. 4,400. 4,800. TOTAL i 'gRfN lln\ nI1511YM VTlan, •'InI1L1Oq'di11IW1111M11Y1,.N11Ml00tlallillm'.•i01.0)UUll!IIMMMN4aJ!lNIMIMInII CONTINUED ON BUDGET FORM 2-B All I alaar.,al tnlnnnal,on nounded In Noarust Dollar I /✓ �O t IIICROFIL14FD V i JORM MICR40LA9 j CEDAR R4P10S DES I•f0I4C5 I �r ._AGENCY: COMMUNITY 8 HOME HEALTH SERVIC5 AGENCY Budget Form: S —B Account No. Charged Position TitleStx f, S/o �pOgr Full- une Equrva- lent" 1981 Last Year Actual 19-82 This Year Budgeted 19.83 Next Year Proposed Stats Clerk MC 0.5 4,490. 4,950. - 5,500. Clerk Y.Y. 0.3 2,361. 2,620. 3,000. Housekeeping:. LR/LZ Hourly 234. 350. 400. PNP Vacant Hourly Vacant Vacant TOTAL 19.8_20 20,176. 263,000. 286,200. '•1 ua Imel %W" "a' Iq,-*wins I IU "whirnrr u9 n Sn Uumlmv-.+n•.0 J'.. ur.l •Muer All I ewra:Iel hilornrnlrrn, nn.P.Wit,l no Noarost 1"", I1ICROEILVIED BY i I JORM MICR61-AB j CEDAR RVIDS • DES MOINES I 0A. �dTO6 I� r r � AGENGY . COMMUNITY & HOME n:ALTH-SERVICE AGENCY (Indicate rN/A if EXPLANATION OF BOARD DESIGNATED RESERVElicable) (For Funds Which Are Not Donor Restricted) A. Name of Board Designated Reserve: CAHHSA Rnard Designated Fund I Date of board meeting at which drislgnation was made' November 18, 1981 2 +ourrnofh,rn4 _Increased third party reimbursed cases without increased fixed costs. :1 Pu+posu4)rwh:chdeslgnatrtrl1x83 budrxet (1) deficit: (2) telephone system purchase: _ '3) support eveging/night_horne health care services_ -1 Arv_• rho Invenunery narnm9s available for current unrestricted expenses? X Yes ..No 11 Yes, what amount:_ The interest on T. Bills remains in Board Designated fund for designated purposes. S DatP.whrnboard design:q'uu 4e'.ame etfeclive' --12—/31/81 6 Dall.whellhn.uddu:oulaar,nnxpue, Annually review. surplus/deficit status in November >f I his flsxl.°_... MaY._47-_ _ 8. Name of Board Designated Reserve:........_ 1 Dale of board rrleel;ng al whch designation was rnade :1 1'm(n+sl; flu which designated A Are [tie mveroment earnings available for current unrestricted expenses? _ -Vey No If Yes. what amount Mile whl%nlVnPd de!wma!Inf, betaine effective .___.. ... _. _.._ b Data wh•ni hu,ud d,!5iq. laflr)ne.xplre.F'_ 7. nt. 1 1),.Il;cv „t this rund: C. Name of Board Designated Reserve:._.._._.._..—_._— I Omit of hn;efl meeting al whu;h designation was made 2. Source of lurds_.._...- 3 Purpose lot whlchduslgnaled •1 Ara the niveshnent earnlcr)s 9vallabte for cuireni urimslficled expenses? Yes No II YP.:, whal amount .._.. _ .... S Oalu when ho,uLl designation t.el.ame effechim 6 Dale when beard daslgnurhun expurs Cut'rrm ;;l 'Ili:: luivl: INu1wII WnV id MYx... rlNl J 7 1d1CRDEtLMED BY l JORM MICR#LAO jCEDAR RAPIDS •DES I40 L'JES I i r r it Optional Budget Form: I (Indicate N/A AGENCY: COMMUNITY & HOME HEALTH SERVICE AGENCY if applicable) EXPLANATION OF RESTRICTED FUNDS (Source Restricted Only—Exclude Board Restricted) A. Name of Restricted Fund __._Memorial Fund Donor - To be used for memorial purchases and/or unbudgeted items 2 Sourceoflund Gifts from community, usually as Memorial to deceased patient served by CAHHSA. 3 Purpose for which restricted.._.See A-1 above —.• a Are investment earnings available lot current unrestricted expenses? R Yes _—No I!Yes, what amounL_ In t981=$22'_ Pass Book Savings Rate — 5 D air. when restriction became effective: ongoing - Executive confers wiuse reasof urer regarding 6 Date: whim "strictlon expires. 7. Current balance .of_this _F.und_--,-._$2083._ B. Name of Restricted Fund I Restricted by: 7 Source of fund- — 3 Purpose lot which restricted: 4 Are investment earnings available for current unrestricted expenses? _Yes _No It Yes, what amount- 5 mount: ri f hate when restriction became effective: 6. Date. when restriction expires .---- -- -- -- — -'' 7. Current balance of this fund: C. Name of Restricted Fund I Restncted by:. — — 2 Source of fund_..—. —_—. -...- 3. Purpose for which restricted: - 4 Are investment earnings available for current unrestricted expenses? — Yes -No If Yes, what amount:.. __.. --.- ----- 5 Data when restriction bocamn effective: 6 Date when restriction expires.... - 7. Curren balance of this fund: _— / U l 1 , 141CROf ILI•IED By J- JORM MICR6LA13 I I CEDAR RAPIDS • DES 110MES r � I i BUDGET FORM 6 AGENCY: COMMUNITY & HOME HEALTH SERVICE AGENCY Your Agency's Fiscal Year 1. Donated Services Service,mss Hours Estimated S Equivalent Year Year Next Nurse asst. at Senior Center Limited 300 $1200. _Many support services such as accounting, and PR activities, etc., provided through Board and Committee members. Transportation for clients via FISH No record Travel assistance in bad weather - No record 'local law enforcement. TOTAL $ EQUIVALENT $1200. 2. Donated Materials Material Am unt of Material Estimated $ Value This Year Next Year This Year Next Year Patient Care Equipment & Supplies Equip - 15-20 Items c„per_ KOHpl ^ 600. $ 800. Office Equip/Pt. Care Equip Varies $ 300. $ 300. j Hardware/Software - Teaching Aides i 1400. TOTAL DOLLAR VALUE $1700. $ 300. 3. Funds Generated through Grants having Matching Requirements' Time Period Agency Providing Amount Agency Providing Amount of Grant Seed honey Seed Money Grant Grant MATCH FOR TOTAL SEED MONEY TOTAL GRANTS TOTAL AMOUNT Generated through Grants (Total Seed Money + Total Grants) R IdICROr WIE0 R1' j JORM MICR6LA13 1 ) L � � CEDAR RAPIDS DCS I4014E5 J i � I i r ■ •; ■ UN][T D WAY - ODST PER UNIT F M CoRRW DATE y- 23 8 Z t•U1P1F. OF AL$•X'1f Cornmur,,,u : �^��+•+ `^ °iH .,rvv,r• Ii�rur,7 Fbr cy January 1981 -January 1982 YYograw r naea oy local Yiogralll 101'.1 t�ivgreln No. or ciienta Service unit Unit& of - Entire Amount Of United Way + UWMSIS Expense Expanse Served Definition Serrice (in Unit dost_ I Unit Coat Taxonomy No, funded by Ulf (Unduplicated contact hrs., (Indicate if, paid by UW etc.) there is i a fed. cei � I 116.4 L., r.•.. , �:...•><�r, i�SS'3O9.t� '317•Sou I 50� • NrNr /.js.'i' �'U r+.u. 'yo:r SS i //STf'f �y7, nL ass' au 3y�0 ! i t ; I 7'1?t! mf J:::�,rtr r.,i. �:.r I,G�bIC I I i I/,. �rf/e�.� noir,�i•.'G../f: /S /6 Af7c� Ut•�/�'[�n.., .. •.�"I %"` . 11 •..�,. a_I '.:r .. �7...-i•., i6 r �, ,•n:.rw.rr-r :•..!1-f. b..4.d r'1 `Pu (L, .v r a. .y .. :r -,cry rt �:r Y Q""^ -� �r� ., I . •i •.ri. 7U"/,• A4t.n{` o': e/�.�(L F}r ern+•^. I 000'FuA .riO.InG a�'tll r u , 1 7 i MICROFILMED BY �. JORM MICR6LAE3 - { CEDAR RAPIDS • DES MOINES I MT r L� United Way of Johnson County Planning Division, 1982 AGENCY QUESTIONNAIRE IDENTIFICATION 1. Agency COMMUNITY AND HOME HEALTH sFRVTr. ArWWY a. Address 1115 Gilbert Court b. Phone 337-9686 2. Name of Director Kathleen Kelly 3. Name and title of person completing this form Kathleen Kelly, RN, MA Executive Director A. MANAGEMENT 1. Do you have a Board of Directors? Yes J( No a. If "No", to whom are you accountable? b. If "Yes", 1. Is it policymaking C , or advisory _? 2. Is membership rotating? Yes X No 3. How are members selected? (method and criteria) Nominations Committee elected annually. Present ballot of persons living in Johnson County, mix o hea th, human services, business consumers. 4. No. of members 1 c. No. for quorum 9 Was a quorum present for each meeting? Yes _ No El. Maximum interval between meetings a .,,o No. of meetings past 12 months fo 3„4rd y Exec.».,..;A, slra Be e. Do you provide United Way with Board minutes? Yes � r T1os 141CROf ILI4ED BY JORM MICR46LA13 ) CEDAR RAPIDS DES MOINES I _ J 7 r a L r -2- 2. What are your criteria for hiring staff? (education, experience, etc.) Please specify. Varies withposition: Most BSN's re istered in Iowa - Therapist - Licensed, Registered or Certified; Social Workers 3. What is the current number of paid staff?' a. Full-time professional staff *9 Qncludl2g Director) b. Part-time professional staff 8 C. Other full-time staff "6 d. Other part-time staff " Includes 1 that is on Health De t. 5 4• Does each professional staff person hevera wrtteassigned and su ervised by Yes Job description? CAHHSA. _� No _ 5. Volunteer Staff - Does not include student ac grad. and undergrad. students from nursing a. Total hours contributed past 12 months Unknown , social tivities. Average 20-28 work, medicine, FT. b. Current number of active volunteers 17 BoarMe=si **Additional in 1981 37 6. Is the Agency Director's performance evaluated at least - Yes x No ,uy� yearly? a. By whom? Ere c. cars n.: �C b. In writing? Yes _� No B. FIN_ A 1. Is your Agency regularly audited? Yes a• At what intervals? —� No b. By Whom? file, n • 1Ja d ; 2. Are there fees for any of your services? Yes X No _ a• If "Yes", under what circumstances? Home care to the sick IDisease Control Code) that is part of a medical Plan of Treatment. b. Are they flator slidin X 9 ...__ Pleasr. explain. Full Fee equals estimated.cost_of a unit for the current No fee approximates SSIel Work included: Service auigibilit uidelines. *" dit activities, Health Rise Survey, Y, office improvements, nICROFILMED V '� J 1 JORM MICR6LA13 CEDAR RAPIDS • DES MINES r -3- 3. Does your Agency consult with United Way before conducting any outside fund-raising? Yes X No a. If Yes, please list your efforts for the past 12 months. Ylone- C. PROGRAM/SERVICES 1. How many persons in Johnson County did your Agency serve last year? a. Duplicated count 15,133 b. Unduplicated count 1,262 2. How many units of service for each program did your Agency provide (The only one funded to Johnson County residents last year? Disease Co Way. Info on other programs available.) //,Sg�> a. Please define your "unit of service" for each program. A Home Visit: 1 contact per one individual receiving care as a part of a medical Plan of Treatment. I 3. Do -you have a waiting list? More than half the time X less than half no _ (For Physical Therapy - all the time) a. If you do, what is the usual number? Nurses - average 1 per caseload PT - at least 2 b. What are the reasons for it? Not enough PT hours. Plan increase in August if finances stable. Nurses - Peak and dip with referral c. What is the average period on it? Nursing: 24-48 hours (not counting week -ends) 4. What service or client follow-up measures do you use? During service delivery - Regular schedule of reassessment and primary care responsibilities assigned. After discharge - All patients are to have documented discharge planning regarding" 1) contacting agency, or other resources; Referral made to other services. 5. How are your program services monitored? - Internal Audit or Peer Review - 10% of admissions (random) - External Multidisciplinary Audit - 3% of admissions (random) - Consumer Survey of all Home Care Admissions - 10% of admissions 'random) WMI MICROFILMED B1' J JORM MICR46LA13 j CEDAR RAPIDS • DES MOINES i % i F -4- 6. What will happen to your service population and its needs during the next five years? For*long term and Feriatric care - Demographics indicate tremendous increase in need. Day treatment is successful primarily if there is effective in home follow-up. It all depends on those controlling the market - physicians and institutions. a. What are your plans for this? We must first educate providers, funders, and consumers that home care isnot an extension of another *level of care - it is a separate part in a continuum of care. { r 1 7. Do you have licenses or certification for programs or personnel? its. Please describe. All in-home services are certified by Federal government under Medicare Program. We have not sought professional accreditation of agency due to cost. 8. Are you accountable to any accrediting bodies? Yes X No — a. If Yes, please list. Federal Department of Health & Human Services 9. Do you consult with United Way prior to any program expansion? Yes No X D. COMMUNITY RELATIONS 1. Do you identify your Agency as a United Way affiliate? Yes X No a. If "Yes", how do you do it? Stationary, Brochures, Public Service Announcement (current batch of brochures, etc. have substitution "formerly VNA".) 2. How do you inform the public about your services? Brochures, Public Service Announcements; 1-2 feature articles per year-, ra o interviews; promotion network with churches volunteering in 1981 survey. 3. How do you obtain input from persons and groups affected by your Services? 1) Mailed survey; 2) Committee membership; 3) All goal setting for cases are by policy to be mutual goal setting between client and caretaker. _ _......_........._. " CAHHSA is prepared to expand staff and scope of services in response to change in trends. Currently, there is some reduction in referrals in this community although no, it nth— areas nf Towa. Reduction is produced by dips and peaks, not consistent:y q6t MICROFIOED al' 1 ' JORM MIC ROLAB 1 � CEDAR RAPIDS •DES MOIYCS ' '' l J 4. List complaints about your services of which you are aware. There is no pattern or consistent comment. ^o ar ^o __.--*itvl' t contact. - Our char es increase. ent/family. - We're not available at the hour o d o v yYwe - some say we do too much for lleviate,theeeother complaints?n t do enough. a, What measures would help a raro to other I believe such complaints arise from com arin e y-- t o „atient's needs of this care. come E. OTHER 1, ing your Agency, other than funding, What is the major problem fac it? (See a -a above) Establish liaison and what are you doing about .A th various other levels of care - to become a "reality"; reinforce the appropriaLr and regulatory bodies. 2. What could united Way do for your Agency that it is not doing now? Nationally, United Way could be more verbal since almost every local United Way supports a home care agency. Locally, United Way is tremendous aid to supporting the concept of home nd comhm�r n te�r4�aY improve its relationship to your Agency? What 3, Fiow cou could your Agency do? Our Board welcomed havin United Wa I still suggest we arrange for U.W. in some home visits. We would like II]CROCILFICD BY � JORM MICRbLAB 1 � CEDAR RAPIDS DCS 14018E5 I 1 J Cr THE AGENCY FOR WHICH THESE FORMS ARE BEING COMPLETED DOES NOT DISCRIMINATE ON THE BASIS OF RACE, RELIGION, CREED, NATIONAL ORIGIN, COLOR, SEX, DISABILITY, MARITAL STATUS, OR AGE. This Agency's completed Questionnaire was reviewed by its Board of Directors Date Authorized Agency Representative i 111CRDrILMED BY j { JORM MICR46LA13 l CED/1R RAPIDS •DES I.101AES C i I m J�� tr 1 AGENCY: COM(UIIITY 6 MOMS HEALTII SERVICE AGENCY Budget Form 3 A Proposed Budget _ —'.off rauMl 19 02 rola 1987 alAYC Tm mc s(Ils M"AM 7014 A e c 0 r F c fiNTNUT& SUPPOfiTsources 1. I.Nnr n IHIrla9.1 61r _ 446 78 546. 8.548 l0.On0, 26,On0 t. CwIrlNllwli .1 Iwu1[ .",.If. ur.n.. II rob HNd le NII.IM I..1 __ _ d /nln[k11. alNr IN. wil01M IW ; If.•I,nb — -- — _ — s. b[.+wales Ib an 11. H[b .1 -1,, J 1. Allulltw. 11 f~.IA FwaOHIM 4r1w11rll.O (IOo IN. I..[ WI 1 I. Allwrllr[ OI ISwnuttlN Ib .w1Aun'd bb,IHIM 49wlNllan -- -- i .. 1. 61,448,11 Ira.4..n..nt Age"I.. (a1Nr INn Ion ❑H W JMNsin Cwnkl 40,000. 44,000. 44,0011. 21,000 m. r,". sT ...If. 1... 1'76,1,00. 179,300. 79.n()0 100,100. 7J000 1,500 II. SO, of MWN11 Ib f.[d[eu IIW 11<) It. L.r[lol Iwaw Il. falnf w dntlr.l lu+Ntllr[ —_ —: 11. NI[,elbnew,t Il..wk IIMIut• INldad [w,Cnl: If Refunds/RISC. 3,0n0. 3,200. 3,200 _ 7 11 flew Prourama 2.000. 3,000. - �Oon 3,000 _ _J IS. C."IM folk A111111 IW sW)M IIIMI I INwal, 111 11folk kers w $WWI •• 4rrlea Nnw. •b C...•.1 2411 846 268 04G 90 746 17' 100. 128 800 0 I 00 0 3.0c.01 4L 007; If. folk I'mICSIIICHO 1.1 IMI. I.nll 3 0 4 2 InO. 19,71)() 0 0 0 0 0 0 O. Cor... I, All.[.Id Antswed lab[ (1111 le nwira... 1:.1 Bd. Beal IML d 20 800. 14 400. 15,700 II If. An41nA hall C.r,ta roma 111[111 rMaee4 nell a Md. Bea. '83-8414 3:(10. 15 700. _ 1 N Donor Cash Bcst. . 2.000. 2,000. 4,000ri ' MICROFILIAED BY I JORM MICREALAB 1 CEDAR RAPIDS •DES MOINES I I m "1 I/ AGENCY: CUNHOOITY d 11ME HEALTH SERVICE AGENCY 13udpot Ftxm3 0 fJIN10 feflil_kSE"VK( � 7rProposed Budpal .-- ---EXPENSES 1982 1983 IUUI Ac 12.x01 r7 m-0i0nrria E ENS 266.200. ?."1.200. 144 I 0 ie ml Irani267.000. I7 nnn. Ono. 0 JMO. 4.740—1.�`�f1L 1 D5 �9 --50D 1 norr. IYI-Irr 15.1100 J2liDLl. J•�L —LTJ —6� --ELL..�• Igrell 1ua If rn m„•obY�nll _ _IQ-uolL - ODD. -3.M 600,__ --_-__ — —_ 11 rorpwe b.r•t IVIIII 1 10y0 I _ _ �- 1U_- - Is. lelghe-r on 3,00n. fI nnn - 51 — — -- rf. Iw1tl N Ifrlprnl Ono, ° oo n0 51 n. l-Iwsr .N era d rwll�a ro 1 600. 1,900. 1 900 ------- re. M1a11nr"Aw 4,700, 6,400. X400 — H. IMM« - 14,600. EFS -or y 10. hIn11M MMNlatlens 15.000. 17,600. 7.000 501 200 IOC70, -- n. 1«d bmroruuw: .1 nn.N. el YMI[II Inv [IYMId1Im-n«I I ?Jon. 7 2no. 7.200- R. .wine«r, rw•u11w .N rorlinl 1. Mrl FI 0a. 1,000. 1000 - )l. roWnel Ora ., rruuw.ty -1 OrpMullw do 01 A ... t..b hl rnaburn r.Na.lwl wn -- 11. IIM«LI eulw«110 IMI'Mali Is. M..& W F.nls-- 3,000. 7.000. 7.000 — �- A. en4a11n+11aN111r Inun«e _ tool 0010 _7-5r O0• 5-000. 5.01111 rl 0111111 I« 11111•nndlna 2'000. ] OOU. 7,01111 �.-.._ M. MOLL wflalo 0I-rPsls Illnn ..... 111 Irmon. 190,400,?711.900. 0 If. Ne�+rll nwlfltlw 5,0110, 5 nnJ. 5, Ionil — 10. IPILrnlnwhllbn 1,000. I OU(1. I,000 11. MI•NI.Ilww flrlwnt 39440J. 1l'i ."/U,9UU. 1' 1 0 40 r n01 n Mf 65 Ir. Iola 11"WAS .. oOndlN IIA,.N (-011.1 In IMwfh Ill •SUU U. rwnwl«I bM 1.500 1 .5no. I snn ' _ _- 15 01) -- /1. INMX114AIX 1 ncat.cA Lo suo-on t. 101 rflr I. /'fl4 lr 9c I. 14 4nn 772 6n0. 1 00 1,17 6n0. 19 01) 142 700 270 900. 1• I On 22 40( 000 00( 44 50. Is. taw loin ormn 111«r R , 111 ul 111 y� 111 52_ 51 •91 -91�6nn, 4� 0 2 l,n( 1 [l I 9.(rt10 6.n .fyar ltll aw Ie • 151 --- 4r nn. 4r 500. 2.600 42 Inn. 42 20f o 50 u, wanly 011x100 non: 1x110 wr 1111 a lwl un 511.90.E 4 ( l r 1110(1 wuflsl. rami 105000. 10 00 Snar1S 150'.r.00.1 152 OOOe -15.finn 5Fl 1,01) 97 6U0 42 20f 22 110( IJ 501 000 O 6 00 50 a, talk nllutsls nal loch l"I"t - uw.aww or fetienji requirou.cus rnr cost allocation, ror holue care, local tunas ao nor I III um 111,..1. L,.,� ••^••- -•--•-- -- -- - In Ihlr n•, un .an n. r' Irl n.bnrfrar nl I-V .•lhrI nntrr:.' (x1'11 as IteAlearr, ^I,.., aoA un. Ioral Anl lars rnr prrnona Invinf on other se: to of J•, MICROFILMED BY JORM MICREfLAB CEDAR RANDS - DES MOMES i It J� Wednesday, October 27, 1982 PRESS RELEASE An extensive undercover investigation in drug trafficing in the Iowa City area led to the arrest of 40 persons by 3:00 AM Wednesday morning on a variety of charges. The investigation which began several months ago, was a cooperative effort of the Iowa City Police Department, the Johnson County Sheriff's Department, the Iowa Division of Criminal Investigation and the U.S. Drug Enforcement Agency. The arrests began at 7:30 PM, Tuesday evening, when State, Federal, and local agents apprehended Carl A. Goedken, 32, and Daniel J. Hatfield, 31, both of 1527 Rochester Avenue, Iowa City, as they sold one-half pound of cocaine to an undercover state agent in.the parking lot of the Howard Johnson Motel at Highway I and I-80 in Iowa City. Agents placed a wholesale value on the cocaine of $18,800. As soon as Goedken and Hatfield were arrested, a search warrant was executed at their Rochester Avenue home where agents seized one-quarter pound of cocaine with a wholesale value of about $9,000; 50 pounds of baled marijuana valued at $25,000 and one pound of Turkish hashish valued at $2,000. They also confiscated about $7,000 in cash at the house and took a 1976 Oldsmobile Toranado which agents said had been used in the sale -of drugs to an undercover officer. As soon as the search at 1527 Rochester began, Iowa City Police officers and Sheriff's deputies carried out searches at five other local residences. These included the Iowa City homes of Carol A. Butters, 38, 45 Amber Lane; John Goldthwaite, 19, and Robert D. McCauley, 19, both of 410 East Market; Lloyd G. Cooper, 22, and Gary J. Galligan, 21, both of 510k South Governor; Mark A. Kimler, 24, and Michael A. Taylor, 25, both of 130 East Jefferson, and the Coralville residence of Steve L. Hutchinson, 29, 404 First Avenue. Officers said that all five of these search warrants were based on the prior delivery of controlled substances including quantities of cocaine, marijuana and LSD to an undercover Iowa City Police Officer. In all cases the search warrants yielded small quantities of marijuana, LSD, cocaine, and various items of drug paraphernalia. However, some additional charges did result from the searches. Im 141CRDEILMED BY �.. i JORM MICRbLAB ' CEDAR RAPIDS DES iADIIIES ' ; r I ■" L Most of the persons arrested were charged with the delivery or sale of controlled substances. These cases were made possible through the availability of state funds granted to local agencies for the express Purpose of conducting such undercover operations. The funds became available as part of the money generated from the 10% surcharge on criminal fines enacted by the last session of the legislature. Both Iowa City police Chief Harvey Miller and Johnson County Sheriff Gary Hughes said that an operation of this magnitude would not have been possible without the availability of this money. They both expressed their feeling that drug enforcement activity in Johnson County will be stepped up as a result of the availability of these funds. A total of 35 local officers and seven state and federal agents took part in the Tuesday night operation and many of them worked into the early morning hours making arrests on the basis of warrants obtained earlier in the day. Hughes and Miller said that some additional charges and further arrests will be made. Those arrested and the charges are: I. Michael Witt, 19, 12 E. Court Street, Iowa City Warrant for Conspiracy to Deliver Marijuana 2. Joseph Grant, 57, lox 301, Riverside, Iowa Warrant for Delivery of LSD New Charge of Possession of Marijuana 3. Michael Taylor, 24, 130 E. Jefferson, Iowa City Wait'23t7f0i Delivery of Marijuana 4. Gregory Nelson, 24, 517 S. Dodge, Iowa City Warrant for Delivery of LSD New Charge of Possession of Marijuana 5. John Goldthwaite, 19, 410 E. Market, Iowa City. Warrant for Delivery of Marijuana New. Charge of Possession of Marijuana 6. Barbara Morck, 25, 427 Clark, Iowa City Warrant for Conspiracy to Deliver Marijuana 7. Brian Jennings, 20, 410 E. Market, Iowa City New Charge of Possession of Marijuana with Intent to Deliver 10? MICROEILI-IED D1' JORM MICR6LAB I J j CEDAR RAPIDS • DES MOINES I . i 8. Kelley Konsler, 20, 1128 E. Washington, Iowa City New Charge of Possession of Marijuana 9. Robert McCauley, 19, 410 E. Market, Iowa City New Charge of Possession of Marijuana with Intent to Deliver 10. Melissa Daisley, 22, 51011 S. Governor, Iowa City New Charge of Possession of Marijuana 11. Carol Butters, 38, 45 Amber Lane, Iowa City Warrant for Delivery of Marijuana New Charge of Possession of Marijuana 12. Carl Goedker., 31, '1527 Rochester, Iowa City Hold for Federal Authorities on a Sale of Cocaine Charge 13. Mark Kinder, 24, 130 E. Jefferson, Iowa City Warrant for Conspiracy to Deliver Marijuana 14. Pamela Welper, 26, 404 let Avenue, Coralville New Charge of Possession of Marijuana 1S. Carol Yost, 18, 225 Iowa Avenue, Iowa City New Charge of Possession of Marijuana 16. Jahhevahe Dillinger, 36, Lot 74 Hilltop Trailer Court, Iowa City New Charge of Possession of Marijuana 17. Cheryl Vowell, 27 Warren , 320 N. George, North Liberty t for Del of Cocaine 18. Christine Petrick, 32, 802 S. Summitt, Iowa City Warrant for Delivery of Cocaine 19. Robert Halvorsen, 31, P. 0. Box 341, Iowa City / Warrant for Delivery of LSD 20. Samuel Robertson, 36, 320 E. Washington, Iowa City Warrant for Delivery of Cocaine 21. Lloyd Cooper, 22, 51011 S. Governor, Iowa City Warrant for Delivery of Marijuana 22. Gary Galllgan, 21, 510!1 S. Governor, Iowa City Warrant for Delivery of LSD 23. Steven Hutchinson, 29, 404 let Avenue, Coralville Warrant for Delivery of LSD 24. William Edwards, 21, 510 S. Governor, Iowa City New Charge of Possession with Intent to Deliver Marijuana X86 9 141CROFILMED DY JORM MICRbLAB LI� CEDAR RANDS DES MDIeES a. I 25. Daniel Hatfield, 31, Box 762, West Branch Hold for Federal Authorities on Charges of Delivery of Marijuana. Hashish and Cocaine 26. Jeff McFall, 22, 2221 Muscatine Ave., Iowa City Warrant for Delivery of Cocaine 27. Juan Alvarez, 22, 115 Fairchild, Iowa City New Charge of Possession of Marijuana 28. Michael Buckner, 22, Route 1, Iowa City Warrant for the Sale of a Prescription Drug --Lidocaine 29. Dennis Folkedahl, 43, 6 S. Johnson, Iowa City Warrant for Delivery of Cocaine 30. Janell Ploof, 18, 736 12th Avenue. Coralville New Charge.of Possession of Marijuana 31. Debbra Christensen, 27, Route 2, West Branch Warrant for Delivery of Cocaine 32. James Leopold, 32, 4809 Lakeside, Iowa City Warrant for Delivery of Cocaine 33. Livingston Moyston, 27, 45 Amber Lane, Iowa City Warrant for Delivery of Marijuana New Charge of Possession of Marijuana 34. Larry Kramer, 41, Box 321, Iowa City Warrant for Delivery of Cocaine New Charge of Carrying a Concealed Weapon 35. Andrew Dickinson, 19, 410 E. Market, Iowa City New Charge of Possession with Intent to Deliver Marijuana 36. Kevin Courtney, 25, 2125 10th Street Place, Coralville Warrant for Delivery of LSD 37. William Elsasaer, 29, Oxford, Iowa Warrant for Conspiracy to Deliver Cocaine 38. Michael Zeadow, 3o, 23 S. Dubuque, Iowa City Warrant for Delivery of Cocaine 39. Kalmane Spelletich, 21, 5104 S. Governor, Iowa City New Charge of Possession of Marijuana 40. A male juvenile, 17, from Iowa City New Charge of Possession of Marijuana • Ig�9 illcRor]LMED SY J JORM MICR41 LAB � CEDAR RAPIDS DES MOINES i � I In those cases where warrants had been issued, the cases were made as part of the undercover operation. New charges indicate arrests which resulted from investigation and evidence developed during the sweep on Tuesday night. All defendants will appear in Johnson County Magistrate Court for an initial appearance on Wednesday morning, with the exception of Coedken and Hatfield who will be turned over to federal authorities and Jeff McFall who posted an appearance bond of $1,100 Tuesday night. i r � MICROEILMED BY .. DORM MICR6LAE! � CEDAR RAPIDS • DES MDIAES i I r F, S M T w TH F S / %• 3 LOAM -Staff Mtg. BAM-Ma istrate 5- G BAM-Magistrate (Conf Room) Court (Chambers) Court (Chambers) 12noon-CCN (Public 1:30PM-Transit 4:30PM-Informal Library, Room A) Facility Mtg (Conf Room) Council (Conf Rm) 2PM-Goal Setting Session for City 3PM-Senior Ctr Comm 7:30PM-Informal 7PM-Informal Council (Highland r)(Senior Center) P&Z (Conf Room) Council (Conf Rm) 3:30PM-Housing Co 7:30PM-Formal P&Z (Conf Room) (Chambers) 4:45PM-Board of 7:30PM-Re ourpes ) Ad•ustment Chamb Conserv Com (conf BCourtg (Chambers) 8: 30AM-Housing 10(ConftRRoofmt)deeting Appeals Board 4:30PM-Informal (Chambers) HOLIDAY Council (Conf Rm) 7PM-Parks & Rao Cor n 7:30PM-Resources 7:30PM-Counci1 (Rec Center) Conservation Comm (Chambers) 7:30PM-Riverfront Public Meeting on Comm (Conf Room) Utilities Franchise (Chambers) /I SAM -Magistrate / O SAM -Magistrate 4PM-Broadband LOAM -Staff Meeting Court (Chambers) Court (Chambers) Telecpmmuni atipn (Conf Room) •30PM-Transit 4. 30PM-Informal Comm `c:ont oom7 Facility Meeting (Conf Room) Council (Conf Rm) 7PM-Informal PM -Library BQand 7:30PM-Informal Council ( Conf Rm fL{braxy Conf Rm) 30PM-Formal P&Z P&Z (Conf Room) 7: (Chambers) 7:30PM-Ai ort Comm (Conf Room) tr =3 zs 6 z� AM -Magistrate 10AM-Staff Mtg. Court (Chambers) (Conf Room) 1: 30PM-Infomal Council (Conf Rm) 7:30PM-Council HOLIDAY HOLIDAY •30PM-Human Rights (Chambers) Comm (Conf Room) Al X9 30 BAM-Magistrate Court (Chambers) 4:30PM-Informal 7PM-Informal Council (Conf Rm) Council (Conf Rm) 7:30PM-Informal P&Z (Conf Room) 0 o i. r flICRONUIED BY J JORM MICR6LAS 1, I CEDAR RAPIDS DES MDI,JES