HomeMy WebLinkAbout1980-09-09 Info Packet9
City of Iowa Cit,
MEMORANDUM
Date: August 25, 1980
To: City Council
From: Ci huger
Re: Minority Business Enterprise Policy
While there is minority business enterprise participation in City
contracts, it is clear that there will be additional effort by
Federal agencies, in our case particularly HUD and EPA, for increased
participation. The City recently expanded its minority business
efforts by writing letters to contractors taking out bid packets
notifying them of the City's desire for minority business
participation and by providing lists of minority contractors. In
addition, the City has sought the names of minority contractors from
local interested groups.
Enclosed is a copy of a public hearing which was recently held by the
Environmental Protection Agency in Wichita. A similar hearing was
held in Des Moines. It is clear from this article and from other
actions by Federal agencies in recent months that there will be added
pressure for greater minority business enterprise participation and
that there may soon be a comprehensive national uniform policy on
this matter. I seriously doubt that the City's good faith efforts
will continue to satisfy the federal agencies. In fact, while HUD
recently commended the City for its efforts, it also required monthly
reporting.
I believe that, in the very near future, in order for the City to
comply with federal requirements, it may be necessary for the City to
establish a minority business enterprise goal for all City projects
when federal money is involved.
tp/sp
cc: Department Heads
MICROFILMED BY
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1.0
t
City of Iowa Cit,
MEMORANDUM
Date: August 25, 1980
To: City Council
From: Ci huger
Re: Minority Business Enterprise Policy
While there is minority business enterprise participation in City
contracts, it is clear that there will be additional effort by
Federal agencies, in our case particularly HUD and EPA, for increased
participation. The City recently expanded its minority business
efforts by writing letters to contractors taking out bid packets
notifying them of the City's desire for minority business
participation and by providing lists of minority contractors. In
addition, the City has sought the names of minority contractors from
local interested groups.
Enclosed is a copy of a public hearing which was recently held by the
Environmental Protection Agency in Wichita. A similar hearing was
held in Des Moines. It is clear from this article and from other
actions by Federal agencies in recent months that there will be added
pressure for greater minority business enterprise participation and
that there may soon be a comprehensive national uniform policy on
this matter. I seriously doubt that the City's good faith efforts
will continue to satisfy the federal agencies. In fact, while HUD
recently commended the City for its efforts, it also required monthly
reporting.
I believe that, in the very near future, in order for the City to
comply with federal requirements, it may be necessary for the City to
establish a minority business enterprise goal for all City projects
when federal money is involved.
tp/sp
cc: Department Heads
MICROFILMED BY
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CEDAR RAPIDS • DES MOINES
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Proposed MBE Regulations
Draw Outspoken Contractors
To Public Hearing in Wichita
■ In We ,lune, Region VII of the
E!,vironmenlal Protection Agency
(EPA) announced a series ofpublic
hearings to gather testimony on sev-
eral proposed changes in its "policy
for increased use of minority consult•
ants and construction contractors" in
its construction grants program. The
hearings were held June 30 through
July 7in Wichita, Omaha, Des
j Moines and Kansas City.
There were six proposed Minority
Business Enterprise (MBE) policy
(1 changes listed in the notice of public
uu• regional goal for FY 1981
be 10 percent (compared with
perrenf for FY 1979 and FY
•Metro oleo will hout- a range of
ynalx Jrurn 10 to '70 percent. Non.
Metro areas will have a range of
goals from two to 15 percent. The
establishment of goals on projects
will be based upon the following: a)
dollar of the contracts, b) availability
of minority firms, and c) kind of con•
tracting activity.
•Prospective bidders will be re-
quired to submit with their bids (to
the grantee) copies of signed con•
tracts with MBE's sufficient in dollar
mounts fro be) equal to or greater In Fiscal Year 1979, Abramson
Ilan the required MBE participation. said, the actual level of MBE
F. utiliza•
•MQbids wlflnln flue percent of Ilan region -wide averaged out to two
non•MQE olds will be considered percent. That was the MBE
eyulualenf in cost, program's first year of operation.
MBE utilization in the first nine
months of FY 1980 has averaged
about five percent region -wkly, ac
cording to Abramson, who described
the Increase as "substantial."
In her opening comments, Plane
said that EPA has a goal oriented
MBE program "because we felt that
minorities have not sufficiently
shared in the billions of dollars that
EPA has awarded In construction
contracts,"
30. What follows is a report on 'hat Knox assured those
hearing,
present that
in the hope [flat it was rep- 'heir comments would be taken
resentative of the hearings held in "very Serio
Omaha, Des Moines and Kansas man them as possib0. le will be s
City.
The Wichita hearing was chaired
ed" in the u corr
u iform ey, P Ing "nat- ional,
by Allan Abramson, Director of the
Water Division for the EPA In Kansas
City. Assisting Abramson at the hear-
Abramson strreessedathat "no deci-
sions have been
Ing was Dolores Platte, Director of
made by anyone,
either in the regional office in
the EPA's Office of Civil Rights in
or
Washington, regarding what the
Kansas City,
goals should be, if any, and what the
The Wichita hearing was also al-
Policies should be, if any, for next
'ended by Bob Knox, Director of the
year." He said, "The proposals we
EPA's Office of Civil Rights and
Urban Affairs in Washington, D.C.
sent out are just that — proposals,
designed to stimulate
Abramson opened the hearing by
interest, to
stimulate counter proposals. In
describing the EPA's current MBE
Provide hind data so we can make
Program, The program, he Said, is
intelligent decisions."
"goal orienled;" and the current
When those decisions are made,
goals for MBE utilization are seven
11e said, Ihey will he mailed to the
percent Oil construction contracts in
same mailing list which received the
metropolitan areas, twopercent in
notice of public hearings. There will
non=metro areas. For architects and
(igen be a 30 -clay period for formal
engineers, he said, the goals are cur-
comments, following which the de.
ready five percent in metro areas and
cisions will be finalized.
Iwo percent in non•melro areas.
Phat aver
ot averages out, according to
The firs' speaker of the evening
w'as Tom Slattery, Executive Vice
to "about three percent
President of the Associated General
of the total dollar volume" region•
Contractors (AGC) of Kansas. He
vide,
spoke on behalf of the 70 general
'gran ees will be required to
monitor closely the performance of
new minority firms established by
prime contractors and subsequently
listed as subcontractors on the same
projects as the prime contractors.
*Only a supplier's commission or
mark-up on the sale of equipment
will be contributed toward the
minority utilization goal,
Mid -West Contractor was able to
attend the Wichita hearing on June
commercial builders, 62 subcontrac-
tors and 93 construction suppliers
that are members of his organization.
Slattery said'hat his organization
has "absolutely no quarrel with the
social intend of Congress In enacting
laws designated to substantially in-
crease the participalfon In construc-
tion by minority firms." But the pro-
posed regulailons, lie went on,
"ignore the inlent of Congress by
calling for it contract bidding and
awarding system which has no com-
pelling need, violates the rights of
others and will accomplish no legitl-
mate purpose."
"The EPA and the federal govern-
ment," said Slatlery, "should direct
MID -WEST CONTRACTOR • August 11, 1980
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efforts toward providing technical
guidance and in some cases. finan.
ctal assistance to all disadvantaged
People who exhibit an ability to conn
Pete in the free enterprise system."
Bill he warned [hal "if non construc.
lion qualifications ... aro allowed to
become controlling factors in the
awarding of construction contracts,
then economy and quality in public
construction will become a thing of
the past."
The next speaker -- Prentice
Lewis, Director of Economic De.
veloprnent and Employment for the
Urban I.eague of Wichita, Inc. - ex.
pressed 'tile disappointment of our
organization in the lack of progress
Iwing made [award providing equality
of opportunity for minority business
enterprises to participate in the con.
struction industry."
This "lack of progress," he said,
has "reinforced the perception that
there is an alliance between govern-
ment officials and while business
enterprises to deny MBE participa-
tion in the marketplace."
Lewis said his organization has Most minority businesses, however,
"spent considerable time and effort in do not choose to talk to us before the
behalf of MBE's with very limited re- letting." This, Brown suggested, has
sults." created "unnecessary hardships" for
"Racial discrimination," he said, is the MBE's.
still "the primary barrier preventing Brown said minority firms should
minority business enterprise growth feel more free to call the general con-
tractors before the letting. "I think,"
he said, "I can represent many (gen.
eral) contractors when I Invite MBE's
to contact us before a letting and talk
about what's going to go on there."
Brown also said he would prefer to
see a particular part of the contract
set aside for minorities to bid, rather
than the proposed changes. But he
also cautioned, "II should not hurt
Just a few segments of the established
industry."
"There is a tendency," he said, "to
restrict bidding on seeding and land.
scaping to minority enterprises, thus
shutting out firms that have made
their life's work this type of construc-
tion."
Abramson, in discussing Brown's
testimony, noted that "this program
Is having a differential Impact on dif-
ferent occupations in the Industry."
Because of the huge volume of dol-
lars Involved and the way the pro.
gram has been administered, he
said, "landscapers are picking up a
lot of the MBE money; fencers are
picking up a lot of the MBE money;
and the ma)orily people who have
supports "efforts to advertise work t
MBE's and to assist them where
lack of a particular business experi
OUT makes it difficull for them to pre
pare a hint or perform the work." Bu
he also questioned the constitution
ality of some present "contract ad
ministration (practices) and most o
the proposed procedures."
"A high percentage of non -minor-
ity businesses," he said. "welcome
the chance to talk with us before
letting about co-ordination, schedu4
ing, construction problems and bid.
(ling problems. And they usually
contact us on their own initiative.. .
"Racial discrimination
(is still) the primary
barrier preventing MBE
growth and develop-
ment."
— Prentice Lewis
Some efforts, however, have been
made on behalf of minority contract
Inns, according to Lewis. He cited the
City of Wichita s set aside program
which, lie said. "requires prime con-
tractors receiving contracts in excess
of $100,000 (from the city) to sub-
contract at least 10 percent of the
dollar amount of the contract to bo.
nafide MBE's." This program, he
said, is like the U.S. Department of
Transportation's new MBE regula-
tions In that it does not recognize
"good faith efforts."
ere Is overwhelming evi-
dence." said Lewis, "that voluntary
and good faith goal programs do not
work. If minority business enterprises
are to grow and prosper and provide
Jobs to minority community resi-
dents, federal agencies such as EPA
must adopt mandatory goals." Lewis
(lid not think that the proposed
changes in EPA policy would in-
crease minority participation.
The next speaker was Dick Brown,
Secrelary/Treasurer of Smoky Hill,
Inc. In Salina, Kansas. He said he
14
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o v_en in that field for years are, in
a fact, being squeezed out dispropor-
Iionalely to people who do other
kinds of woi k.
1 "011 the other hand," Ahnuuswi
continued, "I'll, not sure you would
want us to respond to that issue by
f specifying the industrial mix or the
occupational mix as part of the MBE
program. But I would appreciate,
from you or anyone else, some sug-
a gestions."
Brown tiled a recent contract
awarded to his firm in which a por.
tion of the work which ordinarily
would have been performed by his
firm was subbed out to an MBE in
order to meet the contract goal.
That, he said, permitted his com-
pany to meet the goal and "not
throw out another subcontractor."
The next witness before the panel
was Paul Gibson, Senior Executive
Director of the Mo/Kan Minority
Contractors Association for Region
VII in Kansas City, Missouri. Gibson
said his organization represents "over
600 minority contractors in the four -
slate area: Missouri, Kansas, Iowa
and Nebraska."
Gibson had several suggestions to
offer the EPA. They included:
"Architectural and engineering
consultants should "design the bid
package to provide meaningful sub-
contracting opportuuilles by trade
discipline.
•MBE's should be given more op-
portunities to perform work that
prime contractors might otherwise
prefer to do themselves.
•"Overly restrictive bonding re-
quirements should be waived."
•"Technical and business as
sistance, as well as marketing serv.
ices, should be made available to
MBE's."
•"EPA should encourage grantees
and general contractors to pay
MBE's more promptly."
*"EPA and the Department of
Labor should take a very hard look at
the utilization of minorities and
women in the work forces of general
contractors."
0"EPA should develop a compre-
hensive certification process (for
MBE's) and periodically audit con-
tracts where MBE participation has
been Identified as new."
Gibson agreed with the proposal
that general contractors should be
required to submit, with their bids,
signed contracts with the MBE's they
MID•WESTCONTRACTOR • August 11, 1990
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intend to utilize. The contracts, of
course, should contain an escape
clause to cover the general should he
nut be awarded the contract.
One problem with the current pro-
gram, according to Gibson, is Ihal
"yranlees are nut playing a meaning
ful role in assisting MBE's on EPA
projects." lie said, "They are not en.
couraging joint ventures among
MBE's and majority contractors."
Another problem mentioned by
Gibson — one which was echoed by
minority contractors and their spokes.
men in Kansas City and Des Moines
I% than prime contractors have not
Provided MBE's with sufficient time
lu formulate sub bids.
Michael Slovens, General Man.
ager of the Hulchinson office of
Slevous Cunlraclurs, Inc., was the
next spoaker. f -le described his firm
ns one that "specializes in small to
medium water and wastewater con-
struction projects in communities in
central and western Kansas."
Stevens submitted his company's
record of MBE solicitation on five
EPA projects that he said his firm has
bid in the last nine months. The
minority contractors on the lists, he
said, "were solicited by correspond-
ence considerably prior to bidding
dates and information was included
as to the type of work (and) the I
letting date."
sometimes
ness
associations or their representatives ..,.eel on each firm outlining im.
and the contractors" would be help.
fol.
portant information that can be used
On many of the contracts that
Stevens has been awarded,
by prime conlraclurs, such as mobility;
b) a training program for small con -
he said,
the minority goals have been
strudiun businesses regarding rcad-
met
after the letting by "laking it from our
illy and artalyzing plans and specific&
lions, bonding, insurance
portion of the work." He added that.
therefore it "would be extremely
require.
ments, estimating, productivity and
diffi-
cull" to submit signed MBE contracts
other good business practices... ; c)
the possibility of a third
a[ the letting.
Glenn Coulter, Assistant Manager
party evalual-
ing the capabilities of minority busi.
of the Kansas Connadors Associa-
ness enterprises so that constructive
tion, was the next to speak. He
suggestions can be made which will
aid the firms; and d)
agreed with Stevens 111,11 the pro.
posal to require signed MBE
the possibility of
a set aside for small minority business
con.
tracts at the letling should be deleted.
Coulter
enterprises."
Coulter said, "The spending of
said it was unfair Iu the
MBE's because it would lock them
thousands of dollars for Iraining pro.
into a price thin could, under curtain
"bankrupt
grams will help minority business
enterprises much, much more than
circumstances. such firms
on one job."
spending millions of dollars in an of
This could happen to an MBE with
fort that threalens the private enter.
a signed contract if, on the day be-
fore a felling,
prise construction industry."
Lionel Simons, with the United
the supplier who has
quoted the minority sub has to
Contractors Association in Wichita,
raise
the price of the materials, or if new
spoke after Coulter. Simons said that
the minority contractors In his
Davis-Bacon wage rales are issued,
organi-
according to Coulter.
"Bids
zation are having trouble getting
work because prime contractors
from subcontractors are
offered 30 minutes before
are
reluctant to sub out the types of work
letting and usually by telephone,"
that MBE's are qualified to under-
take.
Coulter said. "To deny minority bust-
"If EPA," he said, "Is really going
enterprises this option would be
otally unfair."
to develop a policy to assist the
m' .1
Summarizing the information in
[hal record, Stevens pointed out that
"approximately nn percent of the
"All should be afforded
contractors did not respond to the re
nespondnce two
equal opportunity, but
IhV ct.
preturn of
correspondence was returned
none should be afford -
will,
will, addresses unknown." He said
ed unequal opportu-
tiral, on the average, one contractor
►city."
Per letting would respond with a
verbal quotation but "would
—Dean Harris
not
follow up with a written quotation."
"At each letting," according to
Stevens, "more than 50 percent of
As for the proposal that MBE bids
the request list was telephoned and
five percent higher than non -MBE
they acknowledged receipt of the re
bids be considered equivalent, Coult-
"Such
' quest but advised that they were not
interested due
er said, a regulation would
destroy the competitive bidding
to the location of the
Sys -
work and. ..their present work
tem, would violate state and local
load."
statutes and do great harm to thou -
Stevens also said that he has had
sands of subcontractors, most of
whom are small businesses."
trouble securing additional names of
"Rather than adopt reverse
minority contractors from their trade
associations.
dis-
crimination procedures," Coulter
Saying that "sometimes we need
to
suggested the following: I •
That Region VII EPA "work closely
get off of the government level
and down to
with responsible majority and mi-
what were actually norlly associations to accomplish: a)
doing," Stevens suggested that a current list of minority business
"more
communications between the enterprises...with an Individual
MID•WESTCONTRACTOR • August 11, 1980
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mors y contractor. then It must be a
Policy that is forceful and meaning.
ful."
Ken Landeck, Vice President of
W. B. Carter Construction Cum.
Party. Inc. in Wichila, followed
Simons to the speaker's chair.
Landeck suggested that the public
hearing process be used In selling
goals and finding qualified MBE's.
"You already have public hearings
on such stuff as environmental im.
pact and everything else when the
job is in the design stage," Landeck
said. "Why couldn't you — as part of
that same public hearing procedure
— determine what the availability of
local contractors Is?"
That hearing, or series of hearings,
he suggested, could be used, with
the help of the engineers and archi.
tects. to establish project by project
goals for set asides.
Landeck also suggested that man.
agement training programs for small
contractors be established and ex.
panded. "And bonding," Landeck
said, "is a definlle limitation. It's not
only a limitation to the minority con.
MBE Hearing 0 -
4'MBEHearing
ing MBE participation, a record of his /`e of MBE's utilized will be maxi -
tractors: but it's a limitation to a lot of
firm's MBE. solicitations for projects
bid in the last two years and an alter.
.zed by their ability and capability to
function in the competitive market
the smaller majority contractors."
native to the EPA's proposed policy
place."
Setting too high a goal, Landeck
changes. The policy document and
Abrams,m suggested that Korivn
.aid, would encourage prime con
the solicitation were entered in the
bath's proposal "would be cunsistvN
Iraclors to form "Mickey Mouse" or
sham MBE arrangements.
hearing record with little discussion.
with Mr. Landeck',s" in Thal it would
Doris Friday, Executive Secretary
Kurtenbach then described his alter.
place the responsibility for MBE dis
of the United Contractors Assocla-
native:
As it now stands. said Kurtenbach,
covery on the grantee, rather than
the general contractor.
tion, spoke next. She said that she is
anxious to help minority and
"the grantee is held responsible for
Kurtenbach agreed, but
general
contractors.
the good faith effort and utilization
questioned the necessity of formal
"Since I've been (with the United
percentage of MBE's on each
But
public hearings if another way could
Contractors Association)," she said,
"I've
project. this responsibility has
been transferred to the general con-
be found to achieve "a meeting of
the minds of the grantee with the
tried to get mailing lists to any-
one who has requested one. If
tractor for Implementation and ac-
construction community."
you
do call us, we will be more than
countability in actual practice."
Each contractor bidding a
Michael Welch, Secretary of BRB
happy to send you one."
Abramson read the association's
project,
he said, must find his own MBE's at
Contractors. Inc. of Topeka, fol -
lowed Kurtenbach speaker. He
phone number aloud, (316) 264-
his own expense. (Kurtenbach's
record of solicitations put the price
said the proposed goal of 10 percent
MBE
7057, in the event that any of the
tag on this effort between $2,000
participation for the coming
year "is unrealistic and without statis-
'
prime contractors present wished to
and $3,000 per contractor per proj-
tical basis."
secure such a list.
f ork togethMBE'er," Friday
we can wassem
ect.) But because there are only so
many MBE's out there, according to
Welch also stated that the
"requirement
told the l d and 9en
Kurtenbach, most of the general con-
posed for submissi n
eral contractors, "then I am quite
tractors on each project wind up
of signed MBE contracts with our bid
sure we will not have any problems."
soliciting the same subs.
would create chaos" and that his
"adamant)
The next speaker was Ken John-
It would be better, he suggested, if
company is
p y Y opposed to
°?
son, of Allied. Inc. in Hays, Kansas.
He said his firm "works almost
the grantee would, "prior to Adver•
any preference being given MBE
firms with regard to price.
ex-
elusively in western Kansas" and has
lisement for Bids, advertise the proj-
ect in any way possible — letters,
The allowance of only a supplier's
an MBE sub right now on an EPA
personal contact, radio, television —
mark-up on the sale of equipment or
project in Hays.
"However,"
and get commitments from minority
materials," said Welch, "essentially
Johnson continued,
"this
firms who are capable and interested
nullifies any reason to exert efforts
(minority owned) company is
In the project." EPA, he said, could
In this area of participation. For
the only one that we know of in
monitor
monitor the grantee's efforts with the
example, with five percent commis -
Kansas." Echoing the
options of approving or disapproving
sion and a five percent MBE goal,
statements of other outstate utilityIheirsufficiency.
the supplier would have to furnish
contractors who testified In Kansas
the entire contract price."
i1
City and Des Moines, Johnson went
on to say that his company has found
"The result," said Kurtenbach,
"would be a list of MBE's to be in-
Dean Harris, of Quality Excavat-
that MBE firms that are keeping busy
cluded in the bid documents... and
ing, Inc. in Topeka, took the speak -
er's chair next to tell the panel, "Our
near their home offices, usually in
all bidding (prime) contractors would
be
company works closely with persons
more populated areas, are under-
standahly reluctant to travel him.
required to contact each listed
MBE and attempt to secure a com•
of both sexes and of all races. We be-
drvds of miles to johslles In rural
petitive bid from them."
(leve all should be afforded equal op•
portunity, but that none should be
?
areas.
Developing such a list should not,
afforded unequal o
q Pea
"Majority and minority nlractors
contractors
in Kurtenbach'view, " preclude any
The last speaker att the Wichita
tile
alike," Johnson said, "greatly prefer
unlisted MBE from becoming a par•
hearing was Frank Oursler, President
to work Just as close to home as pos-
Ncipanl in the (bidding) process.' But
of Oursler Brothers Construction
sible because of economics. And
it would, he said, Insure that every
Company, Inc. In Peabody, Kansas.
subcontracting work often Involves a
known MBE would have an op-
He told the panel that his firm ha<I In
i`
piecemeal time schedule. It is totally
portunity to be a participant.
use subcontractors other than the
unrealistic to expect a minority con-
"Please notice," Kurtenbach
lowest sub -bidders to meet the MBE
tractor to travel 300 miles (to work)
added, "that I have used the term
goal on an EPA contract awarded
for a few days, return home and,
'MBE participant' In the sense that to
last February. The project was lo -
then, return to the jobsite a week
bid on a project is defined as a panic-
cared in Whilewaler, Kansas and had
later for a few more days."
ipant. Under this definition, It would
an MBE goal of seven percent.
Dennis Kurtenbach, General Man-
still require the MBE to submit the
"We believe It is appropriate to
ager for Carrothers Construction
best low bid before his services would
offer assistance to Minority Business
1
Company, Inc. In Paola, Kansas,
be used."
Enterprises," Oursler said In closing,
was the next witness before the
He said that his alternative did not
"but such help should not in -
panel. He brought with him a copy of
mention goals because "with the
clude... the awarding of contracts to
his firm's eight point policy for solicit-
system I have outlined, the percent-
other than the low bidders."
'
16
MIDWEST
CONTRACTOR August 11, 1980
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The University of Iowa
Iowa City, Iowa 52242 RECEIVED AUG 2 7 1989.
J
I
II
Vice President for Financeu _-
and University Services �I _
= lea
August 25, 1980
Mr. Neal G. Berlin
City Manager
City of Iowa City
Civic Center
410 E. Washington Street
Iowa City, Iowa 52240
Dear Neal:
I am writing in response to your inquiry concerning University
Policy with regard to use of University stationery, and specifically
with regard to communications to the City Council. Briefly put,
University policy provides that it is appropriate to use University
stationery when one acts in an official capacity and is engaging in
University business. At other times and under other circumstances,
it is not appropriate. Obviously the line to be drawn is not always
a clear one, but it would seem clear that if one is acting as an
official University representative in one's relation to the City,
as could be true, for instance, from time to time with Dick Gibson,
then it would be appropriate to use University stationery. When
one was communicating with the Council in one's role as a citizen,
it would not. We have periodically reminded the University community
of these guidelines and will do so aRai. in response to your letter.
RB/vjb
yours,
Randall B/zanson
Vice Pre_ dent for Finance
and Unive sity Services'
MICROFILMED BY
JORM MICR;LAB
+, CEDAR RAPIDS • DES MOINES
M
W
0
WILLIAM I.MCAROON
WILLIAM I •RIEPPEL
b"11f Ill N "OWNER
.(AMI". V IIAYrn
IAMI !. 11 MICAIIIIAGII111
I III -MA'. I 1 ILf It
MAOX I IIAMLII
I IIOMA$ 1) 1100111,
MAIIGAIIET I LAINSON
ANGELA M. NYAN
MEARDON, SUEPPEL, DOWNER & HAYES
LAWYERS
ITT 5011111 I INN •:(FLET
IOWA CITY, IOWA 52240
Mr. Neal G. Berlin
City Manager
City of Iowa City
Civic Center
410 E. Washington Street
Iowa City, Iowa 52240
August 13, 1980
AU
2 5 1980
Re: Ecumenical Housing Corporation
Dear Mr. Berlin:
I am in receipt of your letter dated August 8, 1980, concerning the
relationship between the City of Iowa City project on the old Federal
Post Office building and the Ecumenical (lousing Corporation project
for senior citizen housing 1.0 he located adjacent thereto.
II.TE1'116NE
IIh .?Ie
AI11 A 1.11111 110
rhe Lcunlenical (lousing Corporation recognizes the support, guidance. and
assistance provided by the City of Iowa Cil.y and also recognizes the
compromises made by the City of Iowa City in integrating the two projects.
The Ecumenical Housing Corporation is continuing the task of negotiating
funding with the Des Moines office of HUD. It is the understanding of
the undersigned counsel for the Ecumenical Housing Corporation that the
project and the cost figures have been approved in Washington, D.C. and
that only local (Des Moines) approval is necessary. The Des Moines office
has felt it necessary in order to justify the bids on this project for
the Ecumenical Housing Corporation to resubmit the plans and specifications
for a second bidding by interested contractors and subcontractors. The
bid documents have been sent out and the return date for the bids is set
for September 6, 1980.
The Ecumenical Housing Corporation has applied for a building permit
with the City of Iowa City and the plans have been submitted to Kansas
City for review. The plans have been returned and the necessary corrections
to comply with City building code enforcement have been included in the
bid documents which have been sent out. In addition to these changes,
the "recommendations" of HUD both from the Des Moines office and their
Kansas City office have also been integrated into the latest plans and
specifications. In all these respects, therefore, it is the understindirill
of the Ecumenical (lousing Corporation that no further changes to Lhe
design of this structure will be required to comply with building codes
or HUD cost guidelines.
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
Neal G. Berlin
August 13, 1980
Page _p_
The response to the latest call for bids is anticipated to be good. HUD {
has advised the Ecumenical (lousing Corporation that certain contractors
are desirous of bidding and those contractors have all been contacted.
It is anticipated that bids wi"b e
lbe returned in larger numbers than the
first bidding on this project and that the local HUD office will approve
the amount of this project given this bid process. We would invite the
City's presence at the opening of bids and we will contact you further.
i
In the event there are no further delays caused by (IUD's dissatisfaction
with the bidding process, it is anticipated that a closing with HUD will
take place prior to September 30, 1980. The Ecumenical (lousing Corporation
has been advised by HUD that September 30, 1980, is their desired closing
date. This is in direct relation to the end of their fiscal
and
appears to be of great importance to them. We would anticipateaa commencement
of construction soon thereafter. A more detailed report will be possible
when the bids are opened.
Very tr ly ,yours,
V
Mai Ilanlrr
IdTH: job
cc: Robert L. Welsh
i'
I
r
i
MICROFILMED BY
JORM MICR+LAB
i; CEDAR RAPIDS • DES MOINES
a
i
is
i
EI
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tt
t.
Neal G. Berlin
August 13, 1980
Page _p_
The response to the latest call for bids is anticipated to be good. HUD {
has advised the Ecumenical (lousing Corporation that certain contractors
are desirous of bidding and those contractors have all been contacted.
It is anticipated that bids wi"b e
lbe returned in larger numbers than the
first bidding on this project and that the local HUD office will approve
the amount of this project given this bid process. We would invite the
City's presence at the opening of bids and we will contact you further.
i
In the event there are no further delays caused by (IUD's dissatisfaction
with the bidding process, it is anticipated that a closing with HUD will
take place prior to September 30, 1980. The Ecumenical (lousing Corporation
has been advised by HUD that September 30, 1980, is their desired closing
date. This is in direct relation to the end of their fiscal
and
appears to be of great importance to them. We would anticipateaa commencement
of construction soon thereafter. A more detailed report will be possible
when the bids are opened.
Very tr ly ,yours,
V
Mai Ilanlrr
IdTH: job
cc: Robert L. Welsh
i'
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MICROFILMED BY
JORM MICR+LAB
i; CEDAR RAPIDS • DES MOINES
City of Iowa ce�y
= MEMORANDUM -�
Date: August 29, 1980
To: Honorable Mayor and City Council
From: Dale Helling, Assistant City Manager CYC
Re: Johnson County Peace Officers Meeting
A representative of the Johnson County Peace Officers Association
has requested my assistance in extending to you and your spouse an
invitation to attend the September 4, 1980, meeting of the
Association at 6:30 P.M. at the Highlander Inn. Iowa House Majority
Leader, Roger Halvorson, will be the guest speaker for that meeting.
Regular meetings generally consist of a buffet dinner, a short
business meeting, and
distinguished guest. an informal presentation or address by a
As a current member of the Association, I can
assure you that your attendance will be welcomed.
It will be necessary for the Association to notify the Highlander of
approximately how many persons will be in attendance for dinner.
Therefore, I request that you notify me not later than 5:00 P.M. on
Tuesday, September 2, 1980, if you plan to attend. The cost of the
dinner is $5.75 per person.
tp4/5
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
City of Iowa City
MEMORANDUM
Date: August 25, 1980
To: City Council
From: John Hayek�hv Attorney
Re: Assistant City Attorney Pay Increases
I am writing this memorandum to you as a matter of information. On July 1,
1980, I increased Assistant City Attorney Roger Scholten's salary from
$1,447 per month to $1,712.73 per month. Effective the same date,
Assistant City Attorney Linda Woito's salary was increased from $1,465.46
per month to $1,712.73 per month. These salary increases are within the
Legal Department budget due to the fact that we are currently operating
with only two of our normal three Assistant City Attorneys. The increases
in each case reflect cost of living, annual merit review, and an
exceptional service increase. Due to the fact that Angela Ryan is no
longer with the City, both Mr. Scholten and Ms. Woito are taking on
considerable additional responsibilities including certain administrative
responsibilities that were previously handled by Angela.
The process of replacing Angela Ryan has taken somewhat longer than I
originally anticipated. We have received several applicants for the third
Assistant City Attorney position and I am now in the process of setting up
interviews. I will keep you posted of any developments.
bdw1/7
141CROFILMED BY
JORM MICR+LAO
CEDAR RAPIDS • DES MOINES
AUG 29 1980
Py~„- SI-OLF 2,1CMC
'CLER
i
CITY OF
IOWA CITY
CIVIC CENTER 410 E. WASHINGTON ST. IOWA CITY IOWA 52240 (319) 354.180D
August 28, 1980
U
Mr. Jerry Sulzberger
Sulzberger Excavating, Inc.
Fifth Avenue
Muscatine, IA 52761
Dear Mr. Sulzberger:
As recently as Wednesday, August 27, 1980, our staff inspected the
Sturgis Ferry Park boat ramp site. We note that the following tasks
remain to be completed on this project: grading, bank stabilization,
and site cleanup. We also note that a tree stump appears to be at the
base of the concrete ramp and needs to be removed.
I wish to remind you that under the terms of our contract dated
June 16, 1980, you are allowed fifty (50) working days to complete
the boat ramp and that liquidated damages of $100.00 per day may be
assessed for non -completion. According to our records, the fifty day
time period ends on August 29, 1980. We do recognize, however, that
the contract specifies a completion date of September 30, 1980.
We encourage you to complete this project at the earliest possible
date. If I may be of any help in this regard, please do not hesitate
to call me.
Sincerely,
James A. Hencin
CDBG Program Coordinator
cc: Neal Berlin, City Manager
Don Schmeiser, Director of Planning &
Program Development
Dennis Gannon, Civil Engineer
bc4/6
MICROFILMED aY
JORM MICR;LAB
CEDAR RAPIDS •DES MOINES
I
i
CITY OF
IOWA CITY
CIVIC CENTER 410 E. WASHINGTON ST. IOWA CITY IOWA 52240 (319) 354.180D
August 28, 1980
U
Mr. Jerry Sulzberger
Sulzberger Excavating, Inc.
Fifth Avenue
Muscatine, IA 52761
Dear Mr. Sulzberger:
As recently as Wednesday, August 27, 1980, our staff inspected the
Sturgis Ferry Park boat ramp site. We note that the following tasks
remain to be completed on this project: grading, bank stabilization,
and site cleanup. We also note that a tree stump appears to be at the
base of the concrete ramp and needs to be removed.
I wish to remind you that under the terms of our contract dated
June 16, 1980, you are allowed fifty (50) working days to complete
the boat ramp and that liquidated damages of $100.00 per day may be
assessed for non -completion. According to our records, the fifty day
time period ends on August 29, 1980. We do recognize, however, that
the contract specifies a completion date of September 30, 1980.
We encourage you to complete this project at the earliest possible
date. If I may be of any help in this regard, please do not hesitate
to call me.
Sincerely,
James A. Hencin
CDBG Program Coordinator
cc: Neal Berlin, City Manager
Don Schmeiser, Director of Planning &
Program Development
Dennis Gannon, Civil Engineer
bc4/6
MICROFILMED aY
JORM MICR;LAB
CEDAR RAPIDS •DES MOINES
1 - ..
y ) City of Iowa Cid`
r- _ MEMO . DVM
Date: August 15, 1980.
To: Neal Berlin-
1
From: Don Schmeise
Re: Property on St. Ann's Drive
Having conversed with Lyle Seydel and Jim Hencin concerning the
acquisition of property on St. Ann's Drive for the extension of Foster
Road, following is a discussion of the options available to the City. I
don't wish to address at this time the feasibility or even the
desirability of the extension of Foster Road along what has been termed
"route All versus the northerly alignment recently discussed by Council.
The alignment ultimately selected will very much depend upon the Council's
decision as to the extension of Foster Road east of Prairie du Chien Road.
As indicated in a letter dated August 7, 1980 to you from Bruce Glasgow,
there is an existing house at the eastern terminus of St. Ann's Drive
listed for $54,500. The acquisition of the property and the real estate
east of this property would be required for the east -west extension of St.
Ann's Drive (in addition to portions of adjacent lots for the necessary
right-of-way). The question which has .been presented is whether the
subject property could be acquired, possibly with CDBG funds, rented under
the Section 8 housing program, and later razed at such time as it is
desirable to extend Foster Road.
With HUD's authorization there is little doubt but what CDBG funds could
be used to purchase the property and the property later used for the
extension of Foster Road, provided the property was in the interim used
for leased housing. For how long a period the property should be used for
leased housing is unclear. However, if the City owned the property
necessary for the extension of Foster Road, I would not anticipate or
suggest that it be extended for at least ten years and not until its
actual connection with North Dubuque Street. I doubt that HUD would have
any objection to purchase of the property for the extension of Foster Road
if the property were used in the interim for leased housing over a period
of at least ten years.
The problem, of course, is the availability of CDBG funds for the
property's acquisition. No CDBG monies are available at this time unless
other projects are displaced. The City would have to resort to local
funds to acquire the property.
,The City could not lease the property under the Section 8 housing program
be used efortr rent subsidies property.
Public Rather,
program. 8 guidelines would
subject of public housing is a matter which the Citmsaddress,, and
CDBG funds should in the future be allocated for that purpose.
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
a
2
If the
ert, it
would be decision much to thecity's advantages
toracquirehthe Road pr proph this erty noweasymmost
assuredly it would appreciate in value. It would be advantageous for the
same reason to buy the real estate to the east of the property at such time
as it becomes available. There is a vacant lot south of the real estate to
the east which will be coming up for sale for back taxes. Most likely, the
City would have first option to buy the lot perhaps for as little as $500
to $600. At such time as Foster Road was extended, the house on the real
estate to the east could then be moved to the vacant lot to the south
enabling Foster Road to be extended through to Prairie du Chien Road.
Finally, timing is of essence in this instance as the subject property is
up for sale. To consummate the purchase of the subject property will
require that the following steps be taken:
I. A decision by the City Council as to the appropriate alignment for
the extension of Foster Road must be made (they most recently had
selected the northerly alignment).
2. If the alignment of Foster Road through the subject property is
preferred, a source of funding for acquisition of the property must
be determined. The use of CDBG funds would require HUD's
authorization, subsequent completion of the necessary procedures in
allocating funds for the project, and the displacement of some other
CDBG funded project.
3. An appraisal'of the property must be obtained.
4. The submission of an offer to purchase must be made.
5. Necessary procedures for acquisition of the property must be
completed.
It is questionable whether, with the use of CDBG funds, acquisition of the
property could be accomplished in the relatively short period of time
necessary to secure the property. Use of other funds would preempt their
use for other projects considered, perhaps, more worthwhile as, for
example, the acquisition of 20 feet of right-of-way along Gilbert Street
next to the old Hy -Vee Food Store which has been discussed.
If you have any questions in regard to the above subject matter, please do
not hesitate to contact me.
bdw4/2-4
'cc:. Jim Hencin
Lyle Seydel
MICROFI!C111
ED 8Y
JORM MR�LAB
CEDAR RAPIDS MOINES
j
i
E
6
a
2
If the
ert, it
would be decision much to thecity's advantages
toracquirehthe Road pr proph this erty noweasymmost
assuredly it would appreciate in value. It would be advantageous for the
same reason to buy the real estate to the east of the property at such time
as it becomes available. There is a vacant lot south of the real estate to
the east which will be coming up for sale for back taxes. Most likely, the
City would have first option to buy the lot perhaps for as little as $500
to $600. At such time as Foster Road was extended, the house on the real
estate to the east could then be moved to the vacant lot to the south
enabling Foster Road to be extended through to Prairie du Chien Road.
Finally, timing is of essence in this instance as the subject property is
up for sale. To consummate the purchase of the subject property will
require that the following steps be taken:
I. A decision by the City Council as to the appropriate alignment for
the extension of Foster Road must be made (they most recently had
selected the northerly alignment).
2. If the alignment of Foster Road through the subject property is
preferred, a source of funding for acquisition of the property must
be determined. The use of CDBG funds would require HUD's
authorization, subsequent completion of the necessary procedures in
allocating funds for the project, and the displacement of some other
CDBG funded project.
3. An appraisal'of the property must be obtained.
4. The submission of an offer to purchase must be made.
5. Necessary procedures for acquisition of the property must be
completed.
It is questionable whether, with the use of CDBG funds, acquisition of the
property could be accomplished in the relatively short period of time
necessary to secure the property. Use of other funds would preempt their
use for other projects considered, perhaps, more worthwhile as, for
example, the acquisition of 20 feet of right-of-way along Gilbert Street
next to the old Hy -Vee Food Store which has been discussed.
If you have any questions in regard to the above subject matter, please do
not hesitate to contact me.
bdw4/2-4
'cc:. Jim Hencin
Lyle Seydel
MICROFI!C111
ED 8Y
JORM MR�LAB
CEDAR RAPIDS MOINES
0
r ~ VE-DAUG 251980
NEC
i
VEENSTRA & KIMM, INC.
.. :•.f ,i ..n Yt: Mem': •• � ..
August 25, 1980
Neal G. Berlin
City Manager
City of Iowa City
Civic Center
410 East Washington Street
Iowa City, Iowa 52240
RIVER CORRIDOR SEWERS
WEEKLY PROGRESS SUMMARY NO. 6
This is to report progress on the River Corridor Sewers project for the week
ending August 23, 1980, and to provide information regarding the contractor's
plans for the weeks ahead.
Eby completed backfill at the intersection of Madison Street and Iowa Avenue.
Subgrade material has been hauled in and compacted in preparation for paving.
On Iowa Avenue, Eby completed the pipe installation under the steam tunnel and
extended pipe into the median near the railroad underpass. This completes the
underground work in the south lane of Iowa Avenue. Subgrade material will be
hauled in and spread this week.
Eby moved both pipe crews to locations on Madison Street north of Jefferson.
Beginning at a tunnel in front of the Memorial Union, Crew No. 2 will lay pipe
south toward Jefferson. It is about 150 linear feet to the center of the
intersection of Jefferson. Crew No. 1 will begin north of the tunnel and lay
42 -inch pipe north past Market and Bloomington.
Prentiss Street was not paved last week. It is planned to pave Prentiss this
week and then move to the west lane of Madison north of Burlington. Iowa
Avenue and the intersection of Iowa and Madison will then be paved. It appears
that the earliest date for traffic on Iowa and Madison is September 12.
Eby picked up broken concrete and cleaned up Capitol Street from Benton to
Prentiss.
MICROFILMED BY
JORM MICR#LA9
CEDAR RAPIDS • DES MOINES
/G93
i
1
0
r ~ VE-DAUG 251980
NEC
i
VEENSTRA & KIMM, INC.
.. :•.f ,i ..n Yt: Mem': •• � ..
August 25, 1980
Neal G. Berlin
City Manager
City of Iowa City
Civic Center
410 East Washington Street
Iowa City, Iowa 52240
RIVER CORRIDOR SEWERS
WEEKLY PROGRESS SUMMARY NO. 6
This is to report progress on the River Corridor Sewers project for the week
ending August 23, 1980, and to provide information regarding the contractor's
plans for the weeks ahead.
Eby completed backfill at the intersection of Madison Street and Iowa Avenue.
Subgrade material has been hauled in and compacted in preparation for paving.
On Iowa Avenue, Eby completed the pipe installation under the steam tunnel and
extended pipe into the median near the railroad underpass. This completes the
underground work in the south lane of Iowa Avenue. Subgrade material will be
hauled in and spread this week.
Eby moved both pipe crews to locations on Madison Street north of Jefferson.
Beginning at a tunnel in front of the Memorial Union, Crew No. 2 will lay pipe
south toward Jefferson. It is about 150 linear feet to the center of the
intersection of Jefferson. Crew No. 1 will begin north of the tunnel and lay
42 -inch pipe north past Market and Bloomington.
Prentiss Street was not paved last week. It is planned to pave Prentiss this
week and then move to the west lane of Madison north of Burlington. Iowa
Avenue and the intersection of Iowa and Madison will then be paved. It appears
that the earliest date for traffic on Iowa and Madison is September 12.
Eby picked up broken concrete and cleaned up Capitol Street from Benton to
Prentiss.
MICROFILMED BY
JORM MICR#LA9
CEDAR RAPIDS • DES MOINES
/G93
1
Neal G. Berlin
August 25, 1980
Page 2
The writer will be in Iowa City on Friday in the event you want to discuss job
progress.
JWK:jk
11648
Enclosure
cc: Charles J. Schmadeke
W. L. Levay
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
m
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,
MINUTES
IOWA CITY HOUSING CODE TASK FORCE
AUGUST 20, 1980 ..
MEMBERS PRESENT: Diane Klaus, Rachel Dennis, Normal Bailey, Bobbie
Farrell, Dan Cross, Jim Barfuss, Margaret Nowysz,
Goldene Haendel, Mark Hamer.
MEMBERS ABSENT: None.
STAFF PRESENT: Terry Steinbach.
OTHERS PRESENT: Melodie Myers.
I. Meeting to order 7:25 P.M.
II. Discussion: Tenant -Landlord Checkli*ts.
The obvious value of checklists was discussed in the context that
they should be used -but -that 1t was not possible to justify such a
provision in a housing code which deals with health and safety
enforcement. A recommendation shall be made to the City Council
advising that this requirement should be written into the "Uniform
Residential Tenant Landlord Act". It was noted that this provision
has been impossible to enforce and might leave the City open to
unnecessary liability.
III. Discussion: Retaliatory Conduct Prohibited.
It was again determined that this provision was one which the City
does not enforce and further, the provisions are concerned with the
tenant -landlord relationship rather than the housing conditions. A
written recommendation will be made to the City Council concerning
this provision.
IV. Discussion: Rent Escrow.
Methods to streamline and simplify the transfer of a rent escrow
account from one tenant to another were pursued. The rent escrow
program should not interfere with any rental agreement however,
there was some question as to what should be done when a tenant's
rental agreement terminates in the middle of a rent escrow term.
Language should be used which would leave final determinations up to
the Housing Appeals Board.
V. Adjournment 9:25 P.M.
Prepared by:
Approved by
j I -
MICROFILMED BY
JORM MICR#LAB
CEDAR RAPIDS • DES MOINES
i
S,
s
1 I
,
MINUTES
IOWA CITY HOUSING CODE TASK FORCE
AUGUST 20, 1980 ..
MEMBERS PRESENT: Diane Klaus, Rachel Dennis, Normal Bailey, Bobbie
Farrell, Dan Cross, Jim Barfuss, Margaret Nowysz,
Goldene Haendel, Mark Hamer.
MEMBERS ABSENT: None.
STAFF PRESENT: Terry Steinbach.
OTHERS PRESENT: Melodie Myers.
I. Meeting to order 7:25 P.M.
II. Discussion: Tenant -Landlord Checkli*ts.
The obvious value of checklists was discussed in the context that
they should be used -but -that 1t was not possible to justify such a
provision in a housing code which deals with health and safety
enforcement. A recommendation shall be made to the City Council
advising that this requirement should be written into the "Uniform
Residential Tenant Landlord Act". It was noted that this provision
has been impossible to enforce and might leave the City open to
unnecessary liability.
III. Discussion: Retaliatory Conduct Prohibited.
It was again determined that this provision was one which the City
does not enforce and further, the provisions are concerned with the
tenant -landlord relationship rather than the housing conditions. A
written recommendation will be made to the City Council concerning
this provision.
IV. Discussion: Rent Escrow.
Methods to streamline and simplify the transfer of a rent escrow
account from one tenant to another were pursued. The rent escrow
program should not interfere with any rental agreement however,
there was some question as to what should be done when a tenant's
rental agreement terminates in the middle of a rent escrow term.
Language should be used which would leave final determinations up to
the Housing Appeals Board.
V. Adjournment 9:25 P.M.
Prepared by:
Approved by
j I -
MICROFILMED BY
JORM MICR#LAB
CEDAR RAPIDS • DES MOINES
S,
s
a
i.
i�
1 I
,
MINUTES
IOWA CITY HOUSING CODE TASK FORCE
AUGUST 20, 1980 ..
MEMBERS PRESENT: Diane Klaus, Rachel Dennis, Normal Bailey, Bobbie
Farrell, Dan Cross, Jim Barfuss, Margaret Nowysz,
Goldene Haendel, Mark Hamer.
MEMBERS ABSENT: None.
STAFF PRESENT: Terry Steinbach.
OTHERS PRESENT: Melodie Myers.
I. Meeting to order 7:25 P.M.
II. Discussion: Tenant -Landlord Checkli*ts.
The obvious value of checklists was discussed in the context that
they should be used -but -that 1t was not possible to justify such a
provision in a housing code which deals with health and safety
enforcement. A recommendation shall be made to the City Council
advising that this requirement should be written into the "Uniform
Residential Tenant Landlord Act". It was noted that this provision
has been impossible to enforce and might leave the City open to
unnecessary liability.
III. Discussion: Retaliatory Conduct Prohibited.
It was again determined that this provision was one which the City
does not enforce and further, the provisions are concerned with the
tenant -landlord relationship rather than the housing conditions. A
written recommendation will be made to the City Council concerning
this provision.
IV. Discussion: Rent Escrow.
Methods to streamline and simplify the transfer of a rent escrow
account from one tenant to another were pursued. The rent escrow
program should not interfere with any rental agreement however,
there was some question as to what should be done when a tenant's
rental agreement terminates in the middle of a rent escrow term.
Language should be used which would leave final determinations up to
the Housing Appeals Board.
V. Adjournment 9:25 P.M.
Prepared by:
Approved by
j I -
MICROFILMED BY
JORM MICR#LAB
CEDAR RAPIDS • DES MOINES
i johnson county
W110 regional planning commission
0 22 q dh 11,AH r•.In.•I. uanu AI nvnl A'4(I
Members ol" the
Johnson County Regional Illanninl; Coonuissi(1n
Ucar comRlission itarnbers:
1411.11N hub It, n. w,.
I'. aryl h P� u..$. I....,.,i .�.. �.
On behalf of the SIcer:ing Couuuittee on III artniI)g Rcorl;,In izatioIi,
I herewith transmit to you the .Amended Articles of Agrccmont of the
Johnson County Council of Governments.
The Steering Committee recommeu ds adoption of these vii ended
articles which complete.1y replace the current art.ic.les. 'Ile
amended articles propose to estab lish a completely re.- org;-nized
agency. 'I'hc most si.11nificaI)t features of 1he propos cd C:ourlciI
of Governments are thu separation of rural activities supervised
by a 13 member board (if' all cit.ics join), an 11 member hoard
for tha so-called metropolitan activilios, compo:;ition of both
boards by ulccled officials, and Ilse of a two pear fundiul; fore.
and work program.
The slevrirtl; Couaniltuc has worked lnng and hard on lhi:; pro'
po!;a]. 'These Articles arc the product of 173 col.,11011eo meet ings
Si11Cv flarc)1 Gib of til is year. The C0I1:1liLIVe bol ivve:; its recolll
ntortdation trill afford Ioc•.al govornment. wi111i11 This county an
efficient and oconomic means of further addre's:.lnl; intcrgovvrn-
Iliont'al concerns attd serving productively your c•1•nstitunnts.
]inclosed arc two Soparato resolut.ion:;, one' ('or approval
by your al;oncy of the actual articles and a second for you;
agency to join the new Council should it choose to do so. Nat
ural.ly, our hope iS that YOU w:111 a(lopt both rc:alut.ious; however,
you do not, by approval of the Articles, commit: yourself to mombrr-
ship. Regardless of whether you choose to hecolie a member we need
approval by each current Commission D;emher to create the now
council.
mctubers of the Steering Committee would bo plcu!;cd to atletld
your nlac•tings to discuss our rec•ommvndat ion 1.1i111 you. k'r would
like to see the new Coultcil underway by Oc•tnher Isi and trr appre
ciate your interest, assistance and cooperation.
SSin^C .Illy,
J. Patrick Phito
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
m
tx
i johnson county
W110 regional planning commission
0 22 q dh 11,AH r•.In.•I. uanu AI nvnl A'4(I
Members ol" the
Johnson County Regional Illanninl; Coonuissi(1n
Ucar comRlission itarnbers:
1411.11N hub It, n. w,.
I'. aryl h P� u..$. I....,.,i .�.. �.
On behalf of the SIcer:ing Couuuittee on III artniI)g Rcorl;,In izatioIi,
I herewith transmit to you the .Amended Articles of Agrccmont of the
Johnson County Council of Governments.
The Steering Committee recommeu ds adoption of these vii ended
articles which complete.1y replace the current art.ic.les. 'Ile
amended articles propose to estab lish a completely re.- org;-nized
agency. 'I'hc most si.11nificaI)t features of 1he propos cd C:ourlciI
of Governments are thu separation of rural activities supervised
by a 13 member board (if' all cit.ics join), an 11 member hoard
for tha so-called metropolitan activilios, compo:;ition of both
boards by ulccled officials, and Ilse of a two pear fundiul; fore.
and work program.
The slevrirtl; Couaniltuc has worked lnng and hard on lhi:; pro'
po!;a]. 'These Articles arc the product of 173 col.,11011eo meet ings
Si11Cv flarc)1 Gib of til is year. The C0I1:1liLIVe bol ivve:; its recolll
ntortdation trill afford Ioc•.al govornment. wi111i11 This county an
efficient and oconomic means of further addre's:.lnl; intcrgovvrn-
Iliont'al concerns attd serving productively your c•1•nstitunnts.
]inclosed arc two Soparato resolut.ion:;, one' ('or approval
by your al;oncy of the actual articles and a second for you;
agency to join the new Council should it choose to do so. Nat
ural.ly, our hope iS that YOU w:111 a(lopt both rc:alut.ious; however,
you do not, by approval of the Articles, commit: yourself to mombrr-
ship. Regardless of whether you choose to hecolie a member we need
approval by each current Commission D;emher to create the now
council.
mctubers of the Steering Committee would bo plcu!;cd to atletld
your nlac•tings to discuss our rec•ommvndat ion 1.1i111 you. k'r would
like to see the new Coultcil underway by Oc•tnher Isi and trr appre
ciate your interest, assistance and cooperation.
SSin^C .Illy,
J. Patrick Phito
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
m
Y ,,
RESO-WHON NO.
IU:SOL1f1'JON HSI'ABLISIIING MjmlljiItS111P IN 1111:
JOHNSON COUNI'Y COUNCII. 01' GOVI:ILVAp1v1'S
hlpiREAS, Amended Articles of Agreement of the Johnson County Council
of Governments have been approved by the
and
hWREAS, the
wishes In became a niembor agency, of srmid CfgalciI; ---
NOW; 11WEYORE, 111: 1'1' I(I:S0I,VGU by the
that the
does hereby become a member of the ,Johnson County Council of Governments and
does hereby agree to abide by the Amended Articles of Agreemont of said Council.
MICROFILMED BY
DORM MICR+LAB
CEDAR RAPIDS • DES MOINES
m
RESOLVriom N0.
ItISSOLIJI'ION APPROVING AAO;NIII?U ARTICIJis OI: A(;1Qili�uiNf
01' '1'Ul, ,JOHNSON C(xni,y Cot NCit, 01 GOVIiIL'\q.pi`1;S
W1E11EAS, re -organization of the ,Johnson County Regional Planning
Commission is doaaed essential in view of the financial limitations in
support of a Planning agency; and
IVIUMEAS, an iutergoverrlment:ol pl;lnning agency is considered essential to
Providing services and support for the 90als and objectives Of local government
Within Johnson County; and ,
WIEREAS9 following extensive study and discussion, the Steering Conunittee
on Planning Reorganization has reconunendad adoption of Amended Articles of
Agreement of the Johnson County Council of Covornnlonts;
NOW, 111111113-1701U., 131, 1'1' RL'SOLVIA 6Y the
that the Articles of Agreementi
of th0 Johnson County Regional Plannini; Commission
are rcpoa.led in their entirety and, in lieu thereof, the Amended Articlos of
Agreement. of the JOIulson (:aunty council .or Covernments are hereby approved.
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
M
Johnson county
- regional planning commission
22 sou h dub xqsheer. tam Ci iOwu
N. 52240 (319) 351.8556
August 19, 1980
MINUTES
STEERING COMMITTEE ON PLANNING REORGANIZATION
Thursday, August 14, 1980
4:00 P.M.
Recreation Center - ROOM A
Iowa City, IA 52240
DELEGATES
PRiiSENT:
IlorbCINJmdon
BMHokanson 1 ........ tv,, h,
Michael Kattchee, J. Patrick White, Lynne Cannon, Don S hr,
Casey Mahon
ALTERNATES
PRESENT: Neal Berlin, Janet Shipton
DELEGATES
ABSENT: David Perret, David Roberts
OTHERS: JCRPC: Barry Hokanson, Dixie Collins, Join Lundell
City of Iowa City: Don Schmeiser
Johnson County: Jud Te Paske
Mr. White called the meeting to order. I
1. APPROVAL OF THE MINUTES OF JULY 31 1980
It was moved by Mr. Sehr, seconded by Mr. Kattchee, to approve the minutes
Of July 31, 1980 as distributed. Motion carried.
2. STATUS REPORT ON RESOLUTION OF PARTICIPATION
Mr. Lundell reported on his attendance, with Barbara Murray, at the I
University Heights City Council meeting on August 12th. He said the
Council was interested in particip
formal actionation on both the JCCOG Board of
Directors and the Rural Policy Board. He said the Council took no
, but expressed general support and is scheduled to formally
vote in September on the proposed Resolution of Participation.
Ms. shipton reported on the recent meeting of the Swisher City Council,
attended by her and Barbara Murray, She said the Swisher Council had
voted to join JCCOG for the requested two yearI
period.
Shipton at she and
CityCouncilmeeting, and had discussedMthe Murray
had
attended
y Solon hwithdrawn
from the
Solonreasons wn
from JCRPC. She said that Solon had not as yet fully considered member-
ship in the new JCcOG organization, but that there seemed to be some
Positive interest in the structure of the Rural Policy Board. She said
that the City Council requested a copy of the final Articles of Agreement
and budget when they are prepared. Ms. Shipton also noted that the
i
MICROFILMED BY
JORM MIC R+L A B
CEDAR RAPIDS . DES MOINES
M
If.
Page 2 1-1-1,
Solon City Council is aware of the significant help it has recetvod from
JCRPC concerning the 1980 census, although there was negative feeling
about the fact that Solon Ilea been unsuccessful in some of its
applications for federal grants. previous
3• REVIEW OF FINAL DRAFT FOR JCCOG ARTICLES OF AGREEMENT
Ms. Shipton said she was concerned about the proposed structure which
would give the City Of University Heights representation on both the
Boatd of Directors and the Rural Policy Board. She said she thought it
would be illogical for this metropolitan city to participate in a group
made up of small, rural communities. She said that University Heights
could receive services of the Community Assistance program without being
a voting member of the Rural Policy Board.
`( Mr. Berlin asked if Ms. Shipton would prefer that the Board be called
++r� Rural and small Cities Policy Board?" Ms..Shi ton res
name change would solve P responded that such a
� Part of the problem,
Mr. Lundell noted that the University Heights City Council had discussed
this question and that Mayor Stehbens had emphasized the shared interests
With County government in such matters as law enforcement, civil defense,
grants, etc.
There was further discussion about alternate names for the Rural Policy
Board. Mr, White noted that it had been assumed that this Board would
be involved with additional matters such as rural land use planning, not
exclusively with the concerns of small cities.
It was generally agreed that the title "Rural Policy Board" should be
retained at this time. There was further discussion about minor amendments
to the draft Articles. Mr. Kattchee said he had no objections to the
major provisions within the Articles but he questioned the method of
initiating this organization as a conversion of the present Johnson County
Regional Planning Commission. He said he was concerned that the JCRPC
name would be permanently listed within the final Articles of Agreement.
Mr. White responded that all aspects of JCRPC are terminated and replaced
by this agreement, except for the legal entity which provides for simpler
administrative transition concerning assets, obligations, and similar
matters.
Mr. White said he assumedthatsince this Steering Committee was created
by JCRPC, its reports and recommendations should be addressed to the
Commission and to the other agencies.
(M) It was moved by Mr. Kattchee, seconded by Ms. Mahon to recommend to the
Johnson County Regional Planning Commission, to units of general purpose
local government in Johnson County, and to the University of Iowa, that
the proposed amended Articles of Agreement of the Johnson County Council
of Governments be adopted, and that the committee chairperson be authorized
to prepare a cover letter forwarding these recommendations. Motion carried.
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
4AK
4 " • Page 3 1-�\
,n
4. DISCUSSION OF IMPLEMENTING ARRANGEMENTS
Mr. Schmeiser discussed his memo 01 -August 14th, noting that it was similar
to his previous draft except that it had been put in more narrative form.
He said the major change concerned the status of JCCOG staff, which are
now proposed to be integrated with the City employees of the Department of
Planning and Programming, except for the Rural Planner who would remain a
County employee assigned to work with the City staff. He noted there was
also proposed an indemnification clause providing that Iowa City and
Johnson County would be held harmless for claims, losses and judgments caused
by actions or policies of JCCOG.
Mr. White noted that refinements to these implementing arrangements would be
developed by the JCCOG Board of Directors, rather than this Steering
Committee.
Mr. Kattchee asked which employees of JCRPC would not be transferred to
JCCOG. Mr. Hokanson explained that he and Ms. Collins would not be
transferred. Mr. Sehr said he had understood that Ms. Collins would be
part of the JCCOG staff. Mr. White explained that due to fiscal constraints,
the City of Iowa City had reduced staff during recent months and that
consequently there was not a vacancy within the secretarial positions.
Mr. Berlin added that the City is restricted by contractural obligation with
both collective bargaining and Civil Service rules.
Mr. Kattchee asked if employees at all levels are covered by Civil Service
regulations. Mr. Berlin said that the Transportation Planner position would
Probably not be covered by Civil Service, since it is a supervisory level.
Mr. Sehr,asked if the secretary could be employed by the County and provided
by contract to JCCOG and Iowa City? Mr. White responded that there are too
many clerical staff persons at this time within
Iowa City representatives are anxioIowa City. He said the
to study alternate solutions. us to resolve this issue and will continue
Mr.' Te Paske asked about -the procedure for developing contractural arrangements
for his proposed position as Rural Planner. Mr. White suggested that these
would be developed by the new JCCOG Board of Directors, in consultation with
the County Board of Supervisors. He said that the Rural.'Planner's salary
would probably be set by the Board of Supervisors with recommendations from
the Director of the Planning and Programming Department.
(M) It was moved by
on implementationsarrangements . Cannon, cand eforwa d itatocthe �Johnsonrove CountyeRememo
gional
Planning Commission, the City of Iowa City, and Johnson County with the
recommendation that these three agencies initiate implementation by the
arrangements suggested in the memo. Motion carried.
5. OTHER_ BUS
It was generally agreed that today's committee actions completed the
assignment of the Steering Committee on Planning Reorganization. Mr. White
thanked the committee for its work over the past five months.
The meeting adjourned at 5:15 P.M.
I
MICROFILMED BY
JORM MICR+LAB
, CEDAR RAPIDS • DES MOINES
CITY OF
IOWA CITY
CIVIC CENTER 410 E. WASHINGTON ST. IOWA CITY IOWA 52240 (319) 354.180
N
J
.I
August 25, 1980
I
PRESS RELEASE
t1 Contact Person:
r Hugh Mose, Ext. 289
H Effective Monday, August 25, Iowa City Transit will begin operating
its school -year schedule.
r�
All routes and schedules operated during the summer will be
continued, and additional rush hour buses will be added. Extra
service is being provided to Hawkeye Apartments (via the Hawkeye
t Express), along the Court Hill and Towncrest routes (via the East
Side Special), and on the North Dubuque route.
" Specific information regarding these extra rush hour buses, as well
as Transit information in general, can be obtained by calling Iowa
City Transit at 351-6336.
I
Due to extensive construction in the downtown area, many detours are
currently in effect. Therefore, in many instances, bus routes
currently operated differ slightly from those shown on the printed '
schedules. Also, restricted travel in the downtown area may cause
traffic backups, which will cause buses to fall behind schedule. Our
drivers will do their best to operate according to the posted
timetables, but some late buses and missed trips will be inevitable
until certain streets are reopened in the downtown area,
From: Administrative Offices -0
4
MICROFILMED BY
JORM MICR+LAB
qCEDAR RAPIDS • DES MOINES
il
n
CITY OF IOWA CITY
CITIZEN INPUT SURVEY QUESTIONNAIRE DATA
MONTH OF June 1980
NUMBER OF QUESTIONNAIRES MAILED 300
NUMBER OF RESPONSES RECEIVED 31 10.3 %
NUMBER OF REQUESTS MADE WITHIN THE PAST YEAR FROM THE FOLLOWING DEPARTMENTS:
Animal Control 6
City Manager
Code Enforcement
Finance
Fire
Housing Inspection
Human Rights
Library _ 7
Parking 3
Parks S
Personnel
Police _9
Pollution Control
Recreation 4
Refuse 1
Streets 7
Transit 3
Water 1
WERE CITY EMPLOYEES COURTEOUS?
Yes 24 77.4 %
No %
WAS YOUR REQUEST HANDLED
Immediately 12 3 7 %
Within one week 8 2—
Within one month 4 12.9 %
Longer 2 6.5 %
WAS THE RESULT SATISFACTORY?
Yes —14 45.2 %
No 8 25.8 %
WHAT IS YOUR GENERAL REACTION TO CITY SERVICES?
Go Ved good —�-- 25.8%
Acceptable 8 25.8—%
.��Po//o--r -- __ %
MICROFILMED BY
JORM MICR#LAB
CEDAR RAPIDS • DES MOINES
I \
If
n
CITY OF IOWA CITY
CITIZEN INPUT SURVEY QUESTIONNAIRE DATA
MONTH OF June 1980
NUMBER OF QUESTIONNAIRES MAILED 300
NUMBER OF RESPONSES RECEIVED 31 10.3 %
NUMBER OF REQUESTS MADE WITHIN THE PAST YEAR FROM THE FOLLOWING DEPARTMENTS:
Animal Control 6
City Manager
Code Enforcement
Finance
Fire
Housing Inspection
Human Rights
Library _ 7
Parking 3
Parks S
Personnel
Police _9
Pollution Control
Recreation 4
Refuse 1
Streets 7
Transit 3
Water 1
WERE CITY EMPLOYEES COURTEOUS?
Yes 24 77.4 %
No %
WAS YOUR REQUEST HANDLED
Immediately 12 3 7 %
Within one week 8 2—
Within one month 4 12.9 %
Longer 2 6.5 %
WAS THE RESULT SATISFACTORY?
Yes —14 45.2 %
No 8 25.8 %
WHAT IS YOUR GENERAL REACTION TO CITY SERVICES?
Go Ved good —�-- 25.8%
Acceptable 8 25.8—%
.��Po//o--r -- __ %
MICROFILMED BY
JORM MICR#LAB
CEDAR RAPIDS • DES MOINES
. WHAT ONE
THING WOULD YOU Ch,-.jE ABOUT THE IOWA CITY GOVERNM�1.,n OR SERVICES IF YOU COULD
AND I1ONE
13 47
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fzG l Jf4yCO.Yi,m GNt/L� �y
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iWHAT SERVICES SHOULD BE REDUCED OR ELIMINATED AND WHY?
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;• i, 7 Q
i fj WHAT NEW SERVICES WOULD YOU LIKE OR WHICH EXISTING SERVICES WOULD YOU IMPROVE OR EXPAND?
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HOW WOULD YOU/; PAY FORTFIE�SE CHANGES? u �"
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WHAT DO YOU LIKE BEST ABOUT THE IOWA CITY GOVERNMENT?
.Ee �ew.x,,rf../.e�.-lutn, .p27/aa.1/.rGl..hda. eu
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WHATNta.tr-r-�•.. i i
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MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
ti
WHAT ONE THING WOULD YOU CHru9GE ABOUT THE IOWA CITY GOVERNNEm OR SERVICES IF YOU COULD
A�D WHY?
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WHAT SERVICES SHOULD BE REDUCED OR ELIMINATED AND WHY?
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(WHAT ,1NEW SERVIIlCES WOULD YOU LIKE OR WHICH EXISTING SE/RVICE7S WOULD YOU IHPROVE OR EXPAND?
,1
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HOW WOULD YOU • PAf FOR THESE CHANGES?
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14HAT DO YOU LIKE BEST ABOUTTHE IOWACITY
1GOVERNMENT? /
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OTHER COMMENTS: /l
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MICROFILMED BY
JORM MICR+LAH
CEDAR RAPIDS • DES MOINES
y
WHAT ONE THING WOULD YOU CHru9GE ABOUT THE IOWA CITY GOVERNNEm OR SERVICES IF YOU COULD
A�D WHY?
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WHAT SERVICES SHOULD BE REDUCED OR ELIMINATED AND WHY?
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(WHAT ,1NEW SERVIIlCES WOULD YOU LIKE OR WHICH EXISTING SE/RVICE7S WOULD YOU IHPROVE OR EXPAND?
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HOW WOULD YOU • PAf FOR THESE CHANGES?
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14HAT DO YOU LIKE BEST ABOUTTHE IOWACITY
1GOVERNMENT? /
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WHAT DO YOU LIKE �LLEAST ABOUT THE IOWA CITY( GOVERNMENT?/ J /
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MICROFILMED BY
JORM MICR+LAH
CEDAR RAPIDS • DES MOINES
MANAGEMENT BY OBJECTIVES
DEPARTMENT: CITY MANAGER QUARTER: FOURTH
DECISION UNIT: BROADBAND TELECOMMUNICATIONS SPECIALIST
Fiscal Year Objectives:
1. Oversee and monitor Hawkeye Cable Company progress and implementation of
cable system.
2. Keep City and City Council updated on status of cable TV.
3. Serve as Broadband Telecommunications Commission (BTC) staff and
advisor.
4. Act as information resource for community on cable and access TV.
5. Advise, assist, promote funding, operation and usage of access channels.
6. Identify, contact, train access channel users; produce, supervise and/or
assist in the production of access programming.
Work Completed:
1. Contact with Hawkeye CableVision on weekly basis.
2. Reported to City weekly and City Council bi-monthly.
3. Met with, advised, assisted and updated BTC as necessary.
4. Continue to respond to citizens' problems dealing with cable TV.
5. Community survey involving City and access cable TV implemented and
manualized.
6. $40,000 grant obtained from Department of Commerce for access equipment.
7. Production workshops continued for City staff, library staff and public
continued.
8. Seven new interns trained and working with City departments, library and
public access groups.
9. City government access channel and public library access channel
activated.
10. Visual (video tape) programming initiated.
11. Access center system developed, formalized, operational with equipment
gathered in public library.
Analysis:
Monitored cable TV construction; dealt with cable company and citizens on
resulting problems and concerns; raised funds for access center equipment;
activated City and library channels and initiated City programming; continued
production workshops for City, library and public.
Expenditures Budget This Quarter %
6000 $--- $--- ---
7000
$2,000.00
$ 798.27 39.914
i
$3,000.00
1
MANAGEMENT BY OBJECTIVES
DEPARTMENT: CITY MANAGER QUARTER: FOURTH
DECISION UNIT: BROADBAND TELECOMMUNICATIONS SPECIALIST
Fiscal Year Objectives:
1. Oversee and monitor Hawkeye Cable Company progress and implementation of
cable system.
2. Keep City and City Council updated on status of cable TV.
3. Serve as Broadband Telecommunications Commission (BTC) staff and
advisor.
4. Act as information resource for community on cable and access TV.
5. Advise, assist, promote funding, operation and usage of access channels.
6. Identify, contact, train access channel users; produce, supervise and/or
assist in the production of access programming.
Work Completed:
1. Contact with Hawkeye CableVision on weekly basis.
2. Reported to City weekly and City Council bi-monthly.
3. Met with, advised, assisted and updated BTC as necessary.
4. Continue to respond to citizens' problems dealing with cable TV.
5. Community survey involving City and access cable TV implemented and
manualized.
6. $40,000 grant obtained from Department of Commerce for access equipment.
7. Production workshops continued for City staff, library staff and public
continued.
8. Seven new interns trained and working with City departments, library and
public access groups.
9. City government access channel and public library access channel
activated.
10. Visual (video tape) programming initiated.
11. Access center system developed, formalized, operational with equipment
gathered in public library.
Analysis:
Monitored cable TV construction; dealt with cable company and citizens on
resulting problems and concerns; raised funds for access center equipment;
activated City and library channels and initiated City programming; continued
production workshops for City, library and public.
Expenditures Budget This Quarter %
6000 $--- $--- ---
7000
$2,000.00
$ 798.27 39.914
8000
$3,000.00
$2,631.23 87.708
9000
$---
$ 112.38 ---
TOTAL
$5,000.00
$3,541.88 70.838
14ICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
■
MANAGEMENT BY OBJECTIVES
DEPARTMENT: CITY MANAGER
DECISION UNIT: ENERGY CONSERVATION PROGRAM/GENERAL FUND PROJECTS FOURTH
Fiscal Year Objectives :
1• Conduct energy audits of the City buildings and operations.
2, Conduct training sessions for City staff.
3• Conduct an energy consciousness campaign with the staff.
4• Monitor ongoing energy use and analyze that use in
historical energy use. light of the
Work Completed:
- Energy conservation recommendations were made following the walk-through
energy audits in the three City buildings.
- The FY81 Energy Conservation Program plan was prepared and submitted.
The Civic Center HVAC preliminary plans
reviewed. and specifications were
The Energy Program Coordinator was certified by the State as -an energy
auditor.
An intern prepared and distributed the first energy conservation
newsletter for the City employees.
Analysis:
Staff time was spent primarily on preparations for the next fiscal year's
program.
Expenditures Bud et
—�_ This Quarter %
6000 4,260
1,740.92 102.284
7000 350
85.62 45.234
8000 3,125
215.94 14.802
9000 0
0.00 0.000
Total 7.735 21042.48
67.089
MICROFILMED BY
JORM MICR+LA9
CEDAR RAPIDS • DES MOINES
77
I
MANAGEMENT BY OBJECTIVES
DEPARTMENT: CITY MANAGER
DECISION UNIT: ENERGY CONSERVATION PROGRAM/COBG PROJECTS
QUARTER: FOURTH
Fiscal Year Objectives:
I. Conduct a heat loss identification project for low and moderate income
residents.
2• Implement the energy monitoring project to evaluate
consumption trends of the various sectors in Iowa Cit
effectiveness of any energythe energy
3. Conduct a n conservation measures, y and to measure the
pilot solar demonstration project.
Work Completed:
final report wa
is written and submtted concernin
final
i
on project.
Bid packages were 9 the heat loss
were taken. Prepared for the two solar grant applicants and bids
The solar project bids were far above cost estimates and were rejected.
Analysis:
There was not enough of the fiscal year left to retake bids on the solar
project. Therefore, a carry-
400 was re
Of the bid packages acceptabe b ds should over Of be receivedested. With a reworking
Expenditures Bud et
— 9-_ This Quarter %
6000 15,350
4,299.85 100.142
7000 1,810
259'17 52.674
8000 9,770
2,648.23 56.513
9000 7,350
413.00 5.619
Total _34,280
7,62o.25 64.934
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS - DES MOINES
I
i
I
i
MANAGEMENT BY OBJECTIVES
DEPARTMENT: CITY MANAGER
DECISION UNIT: ENERGY CONSERVATION PROGRAM/COBG PROJECTS
QUARTER: FOURTH
Fiscal Year Objectives:
I. Conduct a heat loss identification project for low and moderate income
residents.
2• Implement the energy monitoring project to evaluate
consumption trends of the various sectors in Iowa Cit
effectiveness of any energythe energy
3. Conduct a n conservation measures, y and to measure the
pilot solar demonstration project.
Work Completed:
final report wa
is written and submtted concernin
final
i
on project.
Bid packages were 9 the heat loss
were taken. Prepared for the two solar grant applicants and bids
The solar project bids were far above cost estimates and were rejected.
Analysis:
There was not enough of the fiscal year left to retake bids on the solar
project. Therefore, a carry-
400 was re
Of the bid packages acceptabe b ds should over Of be receivedested. With a reworking
Expenditures Bud et
— 9-_ This Quarter %
6000 15,350
4,299.85 100.142
7000 1,810
259'17 52.674
8000 9,770
2,648.23 56.513
9000 7,350
413.00 5.619
Total _34,280
7,62o.25 64.934
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS - DES MOINES
0
MANAGEMENT BY OBJECTIVES
DEPARTMENT: CITY CLERK
DECISION UNIT: 1-2-3 QUARTER: FOURTH FY80
Fiscal Year Objectives:
1. To continue the administration of our office so that it is consistent
with changing laws, and to ensure prompt access to information by
continuing to maintain an up-to-date cross-reference index for all
" proceedings and documents, and to preserve permanent documents.
2. Investigate and implement sound, economical management practices, being
open cominded about
ntinuingto useword procesimplementing
g when possible, ontinuingeto
identify wasted effort and duplication. Finish the four volume Clerk's
Manual by June 1980.
3. Conduct the business of our office to merit public confidence by
providing neutrality and impartiality, with equal service to all. Use
simple, clear and concise language that can be understood by all.
4. To maintain office expenditures with only a 3% increase.
Work Completed:
1. We have complied with legal regulations regarding publishing of minutes,
ordinances
rter the
1979Council records notices,
weretl microfilmed n (this of eisngin additis. This on to r1978
records filmed last quarter). As our staffing level has decreased,
indexing is not up-to-date, and we have not started any work on
preparation 'of 1980 records to•be microfilmed. We have attended
workshops to upgrade skills, and to keep abreast of changing laws and new
management ideas. We are continuing to consolidate and reorganize files
in the vault. As the two new employees become more proficient, they will
be trained in new areas. They have already taken over several duties
performed by the part-time employee whose job was cut, and who then
resigned
in May. supplement #4 was receid and distriute.
2. Notime davailable Cfor ework on Clerk's manuals.VeTake-over ofbanddtraining
for part-time employee duties took all available time.
3. No complaints have been received regarding our provision of services.
4. Office expenses were reduced AA from last year.
Analysis:
Wages include termination wages, available because we did not use all overtime
monies budgeted, as we had a part-time employee. Council records are kept on
a calendarl-year basis, so this is not a year-end report for us.
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
Ilaf
r
I i
1
1 .
MICROFILMED BY
JORM MIC R�LAB
CEDAR RAPIDS • DES MOINES
I
I
I �
r
5)
i
MANAGEMENT BY OBJECTIVES
DEPARTMENT: HOUSING AND INSPECTION SERVICES QUARTER: FOURTH
DECISION UNIT: ADMINISTRATION
Fiscal Year Objectives:
1. To develop a system of moving the new Zoning Ordinance into the enforce-
ment and interpretation phase (January -June 1980).
2. To initiate programs and studies to maintain housing inspection
services at high levels without COBG funds (October 1979).
3. Provide supervision and minimal clerical support for the department.
Work Completed:
1. Rehabilitation work continues on the exterior of the Summit Street
apartment complex. Bidding has been completed for the Iowa Apartments
312 loan and we are progressing on the loan. All Rehab work completed
on schedule.
2. Work completed to phase out CDBG funding.
3. Work continues on Public Housing Application.
4. Work continues on revised Housing Code.
5. Study for undergrounding in CBD moved into design phase.
Unit Analysis:
- Continued supervision and clerical support was provided to the
department. A variety of memoranda was submitted to the City Manager
dealing with the work completed items above.
- Since the new Zoning Ordinance has not been adopted, no activities to
implement the ordinance were undertaken.
- One employee quit; one transferred to the Department of Planning and
Program Development; two employees lay-off extended.
Expenditures Budget Year -to -Date %
6000 $30,425 $27,397.66 90.05
7000 450 153.57 34.127
8000 6,780 3,542.21 50.748
9000 695 587.60 84.547
Total $38,350 $31,681.04 82.182
F
MICROFILMED BY
JORM MICR#LA9
r
•i CEDAR RAPIDS • DES MOINES
M
ldg9
I �
r
MANAGEMENT BY OBJECTIVES
DEPARTMENT: HOUSING AND INSPECTION SERVICES QUARTER: FOURTH
DECISION UNIT: ADMINISTRATION
Fiscal Year Objectives:
1. To develop a system of moving the new Zoning Ordinance into the enforce-
ment and interpretation phase (January -June 1980).
2. To initiate programs and studies to maintain housing inspection
services at high levels without COBG funds (October 1979).
3. Provide supervision and minimal clerical support for the department.
Work Completed:
1. Rehabilitation work continues on the exterior of the Summit Street
apartment complex. Bidding has been completed for the Iowa Apartments
312 loan and we are progressing on the loan. All Rehab work completed
on schedule.
2. Work completed to phase out CDBG funding.
3. Work continues on Public Housing Application.
4. Work continues on revised Housing Code.
5. Study for undergrounding in CBD moved into design phase.
Unit Analysis:
- Continued supervision and clerical support was provided to the
department. A variety of memoranda was submitted to the City Manager
dealing with the work completed items above.
- Since the new Zoning Ordinance has not been adopted, no activities to
implement the ordinance were undertaken.
- One employee quit; one transferred to the Department of Planning and
Program Development; two employees lay-off extended.
Expenditures Budget Year -to -Date %
6000 $30,425 $27,397.66 90.05
7000 450 153.57 34.127
8000 6,780 3,542.21 50.748
9000 695 587.60 84.547
Total $38,350 $31,681.04 82.182
F
MICROFILMED BY
JORM MICR#LA9
r
•i CEDAR RAPIDS • DES MOINES
M
ldg9
x!
MANAGEMENT BY OBJECTIVES
DEPARTMENT: HOUSING AND INSPECTION SERVICES QUARTER: FOURTH
DECISION UNIT: HOUSING INSPECTION
Fiscal Year Objectives:
I. To investigate citizen complaints and pursue enforcement.
2. Provide licensing inspections and enforcement on all rooming houses and
apartments outside federally assisted areas (CDBG).
3. Respond to all citizen complaints of alleged violations of the Housing
Code within 24 hours after receiving complaint.
4. To provide enforcement of the State Fire Code and Snow Ordinance as it
affects residential structures.
Work Completed:
1. Final legislation of State Housing Code which repealed Chapter 413.
2. Held ten meetings of the Housing Code Task Force in order to recommend
Code revisions.
3. Responded to all citizen complaints within 24 hours.
4. All closed files were transferred to microfilm.
5. Problem cases were reduced to minimum level.
Analysis:
- Dwelling units inspected - 1,842
- Structures inspected - 175
- Structures reinspected - 381
- Orders issued - 163
- Units in compliances - 2,138
- Court cases - 3
- Placards - 1
Expenditures Budget Year -End Expenditures %
6000 $24,118.00 $23,300.55 96.611
7000 845.00 1,040.25 123.107
8000 7,392.00 3,586.64 48.521
9000 00.00 18.30 .000
Total $32,355.00 $27,945.74 86.372
q �
16 e9
MICROFILMED BY
JORM MIC R+L A B
;� CEDAR RAPIDS • DES MOINES
I ,12
�i
sr
,a
a
r
,s
MANAGEMENT BY OBJECTIVES
DEPARTMENT: HOUSING AND INSPECTION SERVICES QUARTER: FOURTH
DECISION UNIT: HOUSING INSPECTION
Fiscal Year Objectives:
I. To investigate citizen complaints and pursue enforcement.
2. Provide licensing inspections and enforcement on all rooming houses and
apartments outside federally assisted areas (CDBG).
3. Respond to all citizen complaints of alleged violations of the Housing
Code within 24 hours after receiving complaint.
4. To provide enforcement of the State Fire Code and Snow Ordinance as it
affects residential structures.
Work Completed:
1. Final legislation of State Housing Code which repealed Chapter 413.
2. Held ten meetings of the Housing Code Task Force in order to recommend
Code revisions.
3. Responded to all citizen complaints within 24 hours.
4. All closed files were transferred to microfilm.
5. Problem cases were reduced to minimum level.
Analysis:
- Dwelling units inspected - 1,842
- Structures inspected - 175
- Structures reinspected - 381
- Orders issued - 163
- Units in compliances - 2,138
- Court cases - 3
- Placards - 1
Expenditures Budget Year -End Expenditures %
6000 $24,118.00 $23,300.55 96.611
7000 845.00 1,040.25 123.107
8000 7,392.00 3,586.64 48.521
9000 00.00 18.30 .000
Total $32,355.00 $27,945.74 86.372
q �
16 e9
MICROFILMED BY
JORM MIC R+L A B
;� CEDAR RAPIDS • DES MOINES
I ,12
MANAGEMENT BY OBJECTIVES
DEPARTMENT: HOUSING AND INSPECTION SERVICES
DECISION UNIT: BUILDING INSPECTION QUARTER: FOURTH
Fiscal Year Objectives:
1. To provide accurate information to the public regarding the codes and
ordinances affecting building and alterations.
2. To provide a more efficient level of code enforcement and citizen
service -by incorporating sidewalk inspections.
3. To provide print review on all residential structures, all alteration
plans and some commercial structures.
4. To perform all code required field inspections.
5. To systematically inspect the City to help enforce the Zoning
Ordinance by discovering and correcting illegal uses or conversions.
6. To provide technical support to housing inspection and federally
assisted housing programs.
Work Completed:
1. Have completed all CDBG sidewalk surveys and are near completion of
the construction aspect.
2. Citizen complaints have fallen to a minimum level.
3. Have contemplated reorganization of building division with reduced
staff.
4. Have completed Board review of the '79 regulatory codes and have
forwarded to Council for adoption.
5. Have held several public meetings inviting contractors to participate
in both the electrical and plumbing fields.
6. Have continuously maintained a systematic inspection of all signs in
Iowa City.
Analysis:
4th Quarter FY80
- Number of Building Permits - 159, $2,721,762.00 607, $30,941,819.00
dollar amounts.
- Number of citizen complaints vs. 35/105 67/621
number of corrective orders
through field observations.
- Number of field inspections performed. 1,271 4,136
Expenditure
Budget
Y�
%
6000
$ 98,497.00
$ 98,392.52
99.894
*7000
4,245.00
2,451.15
57.742
**8000
22,950.00
a
84.980
9000
.00
2,446.46
.000
l
$125,692.00
$122,793.04
96.205
i
MANAGEMENT BY OBJECTIVES
DEPARTMENT: HOUSING AND INSPECTION SERVICES
DECISION UNIT: BUILDING INSPECTION QUARTER: FOURTH
Fiscal Year Objectives:
1. To provide accurate information to the public regarding the codes and
ordinances affecting building and alterations.
2. To provide a more efficient level of code enforcement and citizen
service -by incorporating sidewalk inspections.
3. To provide print review on all residential structures, all alteration
plans and some commercial structures.
4. To perform all code required field inspections.
5. To systematically inspect the City to help enforce the Zoning
Ordinance by discovering and correcting illegal uses or conversions.
6. To provide technical support to housing inspection and federally
assisted housing programs.
Work Completed:
1. Have completed all CDBG sidewalk surveys and are near completion of
the construction aspect.
2. Citizen complaints have fallen to a minimum level.
3. Have contemplated reorganization of building division with reduced
staff.
4. Have completed Board review of the '79 regulatory codes and have
forwarded to Council for adoption.
5. Have held several public meetings inviting contractors to participate
in both the electrical and plumbing fields.
6. Have continuously maintained a systematic inspection of all signs in
Iowa City.
Analysis:
4th Quarter FY80
- Number of Building Permits - 159, $2,721,762.00 607, $30,941,819.00
dollar amounts.
- Number of citizen complaints vs. 35/105 67/621
number of corrective orders
through field observations.
- Number of field inspections performed. 1,271 4,136
Expenditure
Budget
Year -to -Date
%
6000
$ 98,497.00
$ 98,392.52
99.894
*7000
4,245.00
2,451.15
57.742
**8000
22,950.00
19,502.91
84.980
9000
.00
2,446.46
.000
TOTAL
$125,692.00
$122,793.04
96.205
*Includes reimbursable costs -- Code book purchased for resale.
**Includes fees advanced and recoverable -- plan check fees.
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
MANAGEMENT BY OBJECTIVES
DEPARTMENT: PLANNING AND PROGRAM DEVELOPMENT
DECISION UNIT: ADMINISTRATION QUARTER: FOURTH FY80
Fiscal Year Objectives:
1. To facilitate the completion of the Iowa City Senior Center (January,
1980).
2. To enable all decision units within the department to meet their
objectives as enumerated in their decision packages (throughout the
year).
3. To foster a higher level of supervisory and administrative performance by
all division heads (throughout the year).
4. To identify and obtain additional federal and state funding (to meet
federal and state mandated deadlines).
5. To ensure that all federal programs and requirements are met in a timely
manner.
6. To provide for the effective implementation of the Comprehensive Plan by
fostering the adoption of a new zoning ordinance (July 1979); new
subdivision regulations (December 1979).
7. To promote the coordination of federal and state programs by initiating
quarterly meetings with department and division heads who are
participating in these types of programs (October, January, April and
July).
8. To efficiently prepare research and background reports and analyses for
various ad hoc projects as assigned by the City Manager or as requested
by boards, commissions, or the City Council (within reasonably
prescribed time frames).
9. To coordinate plans and policies with contiguous local units of
government (throughout the year).
Work Completed:
Fiscal year objectives identified at the beginning of FY80 have been or
will be successfully completed according to schedule in spite of numerous
resignations within the Department and problems in hiring. Exceptions are the
Senior Center to be completed under contract in July 1981 rather than January
and the adoption of a new zoning ordinance in approximately January of 1981
rather than July of 1980. Although the zoning ordinance was completed before
July, review of the ordinance by the Planning and Zoning Commission took much
longer than anticipated.
Changes in internal staffing and policies have provided the basis for the
establishment of an internal organization which can more readily cope with the
activities of the Department. Weekly meetings are held with division heads
and monthly meetings with departmental staff. The department head has been
more accessible to division heads and staff. Additional assistance has been
provided to those under prescribed deadlines. Inherent problems in a
department of this size are readily resolved through actions of the department
director, division heads and by a close association and interaction among
staff. In fact, this department has never experienced such a high degree of
professionalism as presently.
MICROFILMED BY
JORM MICR+LA6
'; CEDAR RAPIDS • DES MOINES
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MANAGEMENT BY OBJECTIVES
DEPARTMENT: PLANNING AND PROGRAM DEVELOPMENT
DECISION UNIT: ADMINISTRATION QUARTER: FOURTH FY80
Fiscal Year Objectives:
1. To facilitate the completion of the Iowa City Senior Center (January,
1980).
2. To enable all decision units within the department to meet their
objectives as enumerated in their decision packages (throughout the
year).
3. To foster a higher level of supervisory and administrative performance by
all division heads (throughout the year).
4. To identify and obtain additional federal and state funding (to meet
federal and state mandated deadlines).
5. To ensure that all federal programs and requirements are met in a timely
manner.
6. To provide for the effective implementation of the Comprehensive Plan by
fostering the adoption of a new zoning ordinance (July 1979); new
subdivision regulations (December 1979).
7. To promote the coordination of federal and state programs by initiating
quarterly meetings with department and division heads who are
participating in these types of programs (October, January, April and
July).
8. To efficiently prepare research and background reports and analyses for
various ad hoc projects as assigned by the City Manager or as requested
by boards, commissions, or the City Council (within reasonably
prescribed time frames).
9. To coordinate plans and policies with contiguous local units of
government (throughout the year).
Work Completed:
Fiscal year objectives identified at the beginning of FY80 have been or
will be successfully completed according to schedule in spite of numerous
resignations within the Department and problems in hiring. Exceptions are the
Senior Center to be completed under contract in July 1981 rather than January
and the adoption of a new zoning ordinance in approximately January of 1981
rather than July of 1980. Although the zoning ordinance was completed before
July, review of the ordinance by the Planning and Zoning Commission took much
longer than anticipated.
Changes in internal staffing and policies have provided the basis for the
establishment of an internal organization which can more readily cope with the
activities of the Department. Weekly meetings are held with division heads
and monthly meetings with departmental staff. The department head has been
more accessible to division heads and staff. Additional assistance has been
provided to those under prescribed deadlines. Inherent problems in a
department of this size are readily resolved through actions of the department
director, division heads and by a close association and interaction among
staff. In fact, this department has never experienced such a high degree of
professionalism as presently.
MICROFILMED BY
JORM MICR+LA6
'; CEDAR RAPIDS • DES MOINES
The next fiscal year will present new challenges for the Department with
the reorganization of the Johnson County Regional Planning Commission. New
functions will include transportation planning, rural planning and community
assistance, and human needs planning.
Expenditures Budget Expenditures FY80 % FY80
6000 $31,475.00 33,058.03 105
7000 1,475.00 686.11 47
8000 9,955.00 3,389.46 34
9000 0.00 87.00 0
Total $42,905.00 $37,220.60 86
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
J14
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MANAGEMENT BY OBJECTIVES
DEPARTMENT: PLANNING AND PROGRAM DEVELOPMENT
QUARTER: FOURTH
DECISION UNIT: DEVELOPMENT PROGRAMS
Fiscal Year Objectives:
1. a. Insure full compliance with all redevelopment contracts.
b. Complete the Block 83 Parking Ramp by June 1, 1980.
C. Complete Phase II -B Streetscape Project by August 31, 1980.
d. Complete the Block 64 Parking Ramp by October 1, 1980.
2. Carry out the Economic Development Program as directed by the City
Council.
3. Carry out all land acquisitions/disposition activity in accordance with
the schedule established for each project.
Work Completed and Analysis:
A. Downtown Redevelopment:
I. Construction activity in the downtown has continued at a rapid rate.
The following is a review of the status of private redevelopment
projects:
a. Under Contract: All parcels except Parcels 64-1 and 82-1b are
under contract.
b. Design Review: All private sector design reviews have been
completed except for revisions as necessary and for Parcels
64=1 and 82-1b.
C. Conveyances: All urban renewal property has been conveyed
except Parcels 64-1 and 82-1b.
d. Changes: Parcels 65-2 and 65-4 have been removed as
disposition parcels by action of the City Council. Parcel 65-2
is the Blackhawk Mini -Park and Parcel 65-4 is the new Iowa City
Library site. With respect 'to Parcel 93-3, the original
redevelopers, Robert Rath and Anna Rath, have assigned their
contractual interest to the Breese Company, Inc., which will
construct a parking lot in conformance to its original
redevelopment proposal.
e. Construction Start: Construction has begun on nine parcels.
Construction on the two remaining parcels is expected as
follows: '
64-1 Expected in Spring, 1981
82-1b Expected in Spring, 1981
f. Construction Completion: The following construction has been
completed:
81-1 Hawkeye Barber Stylist
MICROFILMED BY
JORM MICR+LAB
i� CEDAR RAPIDS • DES MOINES
i
F
MANAGEMENT BY OBJECTIVES
DEPARTMENT: PLANNING AND PROGRAM DEVELOPMENT
QUARTER: FOURTH
DECISION UNIT: DEVELOPMENT PROGRAMS
Fiscal Year Objectives:
1. a. Insure full compliance with all redevelopment contracts.
b. Complete the Block 83 Parking Ramp by June 1, 1980.
C. Complete Phase II -B Streetscape Project by August 31, 1980.
d. Complete the Block 64 Parking Ramp by October 1, 1980.
2. Carry out the Economic Development Program as directed by the City
Council.
3. Carry out all land acquisitions/disposition activity in accordance with
the schedule established for each project.
Work Completed and Analysis:
A. Downtown Redevelopment:
I. Construction activity in the downtown has continued at a rapid rate.
The following is a review of the status of private redevelopment
projects:
a. Under Contract: All parcels except Parcels 64-1 and 82-1b are
under contract.
b. Design Review: All private sector design reviews have been
completed except for revisions as necessary and for Parcels
64=1 and 82-1b.
C. Conveyances: All urban renewal property has been conveyed
except Parcels 64-1 and 82-1b.
d. Changes: Parcels 65-2 and 65-4 have been removed as
disposition parcels by action of the City Council. Parcel 65-2
is the Blackhawk Mini -Park and Parcel 65-4 is the new Iowa City
Library site. With respect 'to Parcel 93-3, the original
redevelopers, Robert Rath and Anna Rath, have assigned their
contractual interest to the Breese Company, Inc., which will
construct a parking lot in conformance to its original
redevelopment proposal.
e. Construction Start: Construction has begun on nine parcels.
Construction on the two remaining parcels is expected as
follows: '
64-1 Expected in Spring, 1981
82-1b Expected in Spring, 1981
f. Construction Completion: The following construction has been
completed:
81-1 Hawkeye Barber Stylist
MICROFILMED BY
JORM MICR+LAB
i� CEDAR RAPIDS • DES MOINES
0
82-1a College Block Building
93-1/101-2 Pentacrest Garden Apartments
101-1 Perpetual
102-1 Mod -Pod
The other six parcels are expected to be completed as follows:
64-1 1982-1983 (Hotel/Retail)
82-1b Summer, 1981, (North Bay)
83-84 Fall, 1980 (Old Capitol Center)
93-3 Summer, 1980 (Breese)
102-3,4 Summer, 1980 (First Federal)
103-3 Summer, 1980 (Capitol House)
9• Block 64 Hotel/Retail: Parcel 64-1 has been rebid, with
College Plaza Development Company and High Country Corporation
designated as the developer on May 13, 1980.
h. Parcel 82-1b: The contract with North Bay Construction
Company was mutually rescinded in June, 1980. This parcel will
be rebid in FY81.
II. The following is a review of the status of public projects in the
CBD:
a. City Plaza: City Plaza is substantially complete.
Supplementary items will be completed by Summer, 1980.
b. RaIII : Completion has been delayed due primarily to two labor
strikes. Final completion is expected in Summer, 1980.
c. fflp B: Final completion is expected in October, 1980.
eetsc
d. Strape Phase II -A: Construction was completed .in Fall,
1979.
e. Streetscape P_ ham B: This project began in Spring, 1980,
and will be completed in FY81.
B. Real Property Acquisition:
I. South Gilbert Street Project:
Acquisition by sales contract and/or condemnation was completed by
Spring, 1980. Physical possession of all parcels was taken by the
City by Spring, 1980.
II. South Branch Ralston Creek Stormwater Detention Project:
Negotiations have been underway on all four parcels. Acquisition by
sales contract of the two fee parcels was completed by Spring, 1980.
III. New Pollution Control Plant Site:
Appraisals and review appraisals have been received. Negotiations
will be underway in Summer, 1980. Relocation of mobile home tenants
is underway.
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
m
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C.
Economic Development:
I
The first draft of an industrial
work on this project and the
site survey has been
,
on economic development
will proceed pursuant to the direction of the City
t
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Council.
t
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General Comments:
None.
t
Expenditures Budget
Year -to -Date
% Expended
6000
$24,911.00
$23,625.16
94.838
7000
2,300.00
166.04
7.P19
\ 1
16,850.00
2,242.44
{
9000
. 00.00
6.00
Total $44.061.00
$261039.64
59 099
i
I
C.
Economic Development:
I
The first draft of an industrial
work on this project and the
site survey has been
,
on economic development
will proceed pursuant to the direction of the City
t
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Council.
t
D.
General Comments:
None.
t
Expenditures Budget
Year -to -Date
% Expended
6000
$24,911.00
$23,625.16
94.838
7000
2,300.00
166.04
7.P19
\ 1
16,850.00
2,242.44
{
9000
. 00.00
I
C.
Economic Development:
I
The first draft of an industrial
work on this project and the
site survey has been
completed. Further
on economic development
will proceed pursuant to the direction of the City
program in general
Manager City
Council.
and
D.
General Comments:
None.
Expenditures Budget
Year -to -Date
% Expended
6000
$24,911.00
$23,625.16
94.838
7000
2,300.00
166.04
7.P19
8000
16,850.00
2,242.44
13.308
9000
. 00.00
6.00
Total $44.061.00
$261039.64
59 099
MICROFILMED BY
JORM MICR+LA9
CEDAR RAPIDS • DES MOINES
i
1
I
1
1
1
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i
MANAGEMENT BY OBJECTIVES
DEPARTMENT: PLANNING AND PROGRAM DEVELOPMENT QUARTER: FOURTH
DECISION UNIT: PLAN ADMINISTRATION
Fiscal Year Objectives:
1. To review, analyze and prepare recommendations on all applications
submitted for rezoning, subdivision, site plan and variance approval
making a determination whether development proposals complement or
conflict with the Comprehensive Plan.
2. To monitor development activities including: (a) advising developers of.
the impact a development may have upon the Comprehensive Plan; and (b)
maintaining a current data base with which to amend the Comprehensive
Plan to reflect a change in trends and conditions.
3. To prepare appropriate amendments to the Comprehensive Plan and
implementation of ordinances to reflect any changes in the City Council's
development policies with respect to new developments or a
misunderstanding of the implications of the Plan upon adoption.
4. To develop plans and policies at a micro -level.
Work Completed:
All applications submitted have been reviewed on a timely basis as submitted.
This activity is an ongoing function of this decision unit. Review of the new
zoning ordinance has been completed by the Planning and Zoning Commission and
public hearings will be held in the first quarter of FY81. Recommendations
from the Melrose Corridor Committee to reduce traffic levels on Melrose Court
and improve traffic flow on Melrose Avenue have been forwarded to Council. An
update of the Comprehensive Plan addressing the area in southwest Iowa City
surrounding the Freeway 518/Highway 1 interchange has been completed and will
be forwarded to the Planning and Zoning Commission for their findings and
recommendation in the first quarter of FY81. A draft of an annexation study
has been completed and will be finalized upon development of population
projections based upon preliminary 1980 Census figures.
Analysis:
Subdivision plat submissions, rezoning applications, Large Scale Residential
and Non -Residential Development plans have been reviewed to determine whether
proposed developments are consistent with the Comprehensive Plan and
ordinance requirements. This review and processing has been done in a timely
manner.
The Planner Program Analyst II of this decision unit was appointed as the
Acting Senior Planner and results in less staff support to this division's
activities. A reduced work program may be required as an alternative to
filling the vacant position. Future work activities will involve the
development of new subdivision regulations and the micro -analysis of problem
areas and developing areas of the community.
Completion of detailed development plans for future neighborhoods in the
Foster Road corridor will occur in the second quarter of FY81. A
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
1
i
MANAGEMENT BY OBJECTIVES
DEPARTMENT: PLANNING AND PROGRAM DEVELOPMENT QUARTER: FOURTH
DECISION UNIT: PLAN ADMINISTRATION
Fiscal Year Objectives:
1. To review, analyze and prepare recommendations on all applications
submitted for rezoning, subdivision, site plan and variance approval
making a determination whether development proposals complement or
conflict with the Comprehensive Plan.
2. To monitor development activities including: (a) advising developers of.
the impact a development may have upon the Comprehensive Plan; and (b)
maintaining a current data base with which to amend the Comprehensive
Plan to reflect a change in trends and conditions.
3. To prepare appropriate amendments to the Comprehensive Plan and
implementation of ordinances to reflect any changes in the City Council's
development policies with respect to new developments or a
misunderstanding of the implications of the Plan upon adoption.
4. To develop plans and policies at a micro -level.
Work Completed:
All applications submitted have been reviewed on a timely basis as submitted.
This activity is an ongoing function of this decision unit. Review of the new
zoning ordinance has been completed by the Planning and Zoning Commission and
public hearings will be held in the first quarter of FY81. Recommendations
from the Melrose Corridor Committee to reduce traffic levels on Melrose Court
and improve traffic flow on Melrose Avenue have been forwarded to Council. An
update of the Comprehensive Plan addressing the area in southwest Iowa City
surrounding the Freeway 518/Highway 1 interchange has been completed and will
be forwarded to the Planning and Zoning Commission for their findings and
recommendation in the first quarter of FY81. A draft of an annexation study
has been completed and will be finalized upon development of population
projections based upon preliminary 1980 Census figures.
Analysis:
Subdivision plat submissions, rezoning applications, Large Scale Residential
and Non -Residential Development plans have been reviewed to determine whether
proposed developments are consistent with the Comprehensive Plan and
ordinance requirements. This review and processing has been done in a timely
manner.
The Planner Program Analyst II of this decision unit was appointed as the
Acting Senior Planner and results in less staff support to this division's
activities. A reduced work program may be required as an alternative to
filling the vacant position. Future work activities will involve the
development of new subdivision regulations and the micro -analysis of problem
areas and developing areas of the community.
Completion of detailed development plans for future neighborhoods in the
Foster Road corridor will occur in the second quarter of FY81. A
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
a
MICROFILMED BY
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CEDAR RAPIDS • DES MOINES
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CEDAR RAPIDS • DES MOINES
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MANAGEMENT BY OBJECTIVES
DEPARTMENT: LEGAL QUARTER: FOURTH
DECISION UNIT: LEGAL
FISCAL YEAR OBJECTIVES:
I. Continue the preventive law program.
2. Attend meetings of the City boards and commissions in order to improve
procedures and aid members in understanding the legal context in which
the board or commission functions.
3. Gain further expertise in certain areas of litigation, especially
personal injury and land use.
4. Complete urban renewal title work.
5. Improve skills in property acquisition and condemnation.
6. Gain greater familiarity with Federal statutes, cases and regulations
pertaining to the federally funded City programs and other activities
with Federal legal implications.
WORK COMPLETED:
Litigation: Kron v.City - jury trial, verdict for City (slip and fall
in City Plaza); City v. Gillispie - settlement of quiet title action;
City v. Flanagan et al and City v. Hyndman et al, petitions filed in
quiet title actions; Iowa Excavating and Grading v. City - settlement;
Paul -Helen Building v. City - settlement with payment of $1500 by City;
Strottman v. City, settlement of $7500 - bicycle claim; Brown v. City,
petition filed - race and sex discrimination; Chris Thorn v. City -
grievance arbitration on employment termination; Stevens v. City - oral
argument in Court of Appeals.
Property acquisition on Small Cities and Ralston Creek Detention Structure
sites; title work on Scott Boulevard project and rehabilitation program;
BDI bonding question; Black 64 disposition.
EXPENDITURES:
Budget
6000
$ 71,656
7000
3,400
8000
55,430
9000
270
I
0
MANAGEMENT BY OBJECTIVES
DEPARTMENT: LEGAL QUARTER: FOURTH
DECISION UNIT: LEGAL
FISCAL YEAR OBJECTIVES:
I. Continue the preventive law program.
2. Attend meetings of the City boards and commissions in order to improve
procedures and aid members in understanding the legal context in which
the board or commission functions.
3. Gain further expertise in certain areas of litigation, especially
personal injury and land use.
4. Complete urban renewal title work.
5. Improve skills in property acquisition and condemnation.
6. Gain greater familiarity with Federal statutes, cases and regulations
pertaining to the federally funded City programs and other activities
with Federal legal implications.
WORK COMPLETED:
Litigation: Kron v.City - jury trial, verdict for City (slip and fall
in City Plaza); City v. Gillispie - settlement of quiet title action;
City v. Flanagan et al and City v. Hyndman et al, petitions filed in
quiet title actions; Iowa Excavating and Grading v. City - settlement;
Paul -Helen Building v. City - settlement with payment of $1500 by City;
Strottman v. City, settlement of $7500 - bicycle claim; Brown v. City,
petition filed - race and sex discrimination; Chris Thorn v. City -
grievance arbitration on employment termination; Stevens v. City - oral
argument in Court of Appeals.
Property acquisition on Small Cities and Ralston Creek Detention Structure
sites; title work on Scott Boulevard project and rehabilitation program;
BDI bonding question; Black 64 disposition.
EXPENDITURES:
Budget
6000
$ 71,656
7000
3,400
8000
55,430
9000
270
$ 130,756
This Quarter
$ 72,315.60
3,196.10
56,573.83
243.51
$ 132,329.04
MICROFILMED BY
JORM MICR+LA9
CEDAR RAPIDS • DES MOINES
;?
100.921
94.003
102.064
90.189
101.203
MANAGEMENT BY OBJECTIVES
Department Parks & Recreation
Decision Unit Administration
Quarter Fourth, FY80
Fiscal Year Objectives:
I. Prompt dissemination of information from the Council, City Manager, Parks
and Recreation Commission, and other departments and divisions to appropri
division heads and divisions. Ongoing.
2. Systematic monitoring of divisions to ensure that each is functioning at
capacity for the complete budget year. Ongoing.
3. Avoid duplication of services within city government, and attempt to avoid
duplication of parks and recreation services that are offered by other
governmental units or private enterprise. Ongoing.
Work completed:
1. Apparently successful.
2. Apparently successful. Surveys and low number of legitimate complaint .
calls indicate divisions are doing a good job.
3. Partially successful. I have been in contact with other agencies that
offer recreation services. Still some duplication - with University and
Kirkwood.
Analysis:
I. Various methods of communication are being used --staff meetings,
reproductions of pertinent information, consultations, etc.
Expenditures
Budget
Year to Date
%
6000
$40,041
$37,090
92.63
7000
1,665
276
16.56
8000
2,625
1,733
66.01
9000
0
_ 0
0
Total
$44_331
$39,099
88.20%
MICROFILMED BY
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JORM MICR+LA6
'1 CEDAR RAPIDS • DES MOINES
MANAGEMENT BY OBJECTIVES
Department Parks and Recreation
Decision Unit Recreation
Quarter Fourth, FY80
Fiscal Year Objectives:
1. Increase playground special events by 2.
2. Expand adult sports for non -athletes and senior citizens.
3. Pilot of 4 cultural exposure programs for elementary and senior citizens.
4. Increase outing -type activities by 4.
5. Expand pre-school activities.
6. Develop youth archery club.
7. Increase "Friends" volunteer program from 5 to 10 matches.
8. Provide adventure activities for Special Populations.
9. Governor Lucas Square events.
Work completed:
I. Completed 100% - talent show and new games festival.
2. Completed 100% - senior citizen shuffleboard.
3. Completed 100% - July trip to Amanas and 3 trips earlier.
4. Completed 50% - unsuccessful attempts.
5. Completed 100% - Kindergrounds program at Hickory Hill.
6. Lack of interest - 0% completed; under review.
7. Completed 100% with 13 volunteer matches.
8. Completed 100% - teen club trips to Organic Acres and McBride field
campus, and weekly class at Hickory Hill Park.
9. Art Surrounds the Plaza 100% complete.
Analysis:
Program personnel staff changes have had a varying effect on the delivery
of services, especially this summer. Being new, inexperience has hampered
their efforts, but being young, fresh, and energetic with new views and
ideas, some refreshing changes have occurred which seemingly have been well
received. Termination wages and utility rates have consumed more of the
budget than was anticipated. .
Expenditures Budget Year to Date %
6000 $327,147 $327,592* 100.136
7000 37,150 34,860 93.835
8000 93,970 96,635 102.836
9000 2,000 2,533 126.650
Total $464,635 $465,745* 100.239
*Less $18,519 termination wages: $447,226 96.253 zL o?
MICROFILMED BY
DORM MICR+LAB
J CEDAR RAPIDS - DES MOINES
r.
MANAGEMENT BY OBJECTIVES
Department Parks and Recreation
Decision Unit Recreation
Quarter Fourth, FY80
Fiscal Year Objectives:
1. Increase playground special events by 2.
2. Expand adult sports for non -athletes and senior citizens.
3. Pilot of 4 cultural exposure programs for elementary and senior citizens.
4. Increase outing -type activities by 4.
5. Expand pre-school activities.
6. Develop youth archery club.
7. Increase "Friends" volunteer program from 5 to 10 matches.
8. Provide adventure activities for Special Populations.
9. Governor Lucas Square events.
Work completed:
I. Completed 100% - talent show and new games festival.
2. Completed 100% - senior citizen shuffleboard.
3. Completed 100% - July trip to Amanas and 3 trips earlier.
4. Completed 50% - unsuccessful attempts.
5. Completed 100% - Kindergrounds program at Hickory Hill.
6. Lack of interest - 0% completed; under review.
7. Completed 100% with 13 volunteer matches.
8. Completed 100% - teen club trips to Organic Acres and McBride field
campus, and weekly class at Hickory Hill Park.
9. Art Surrounds the Plaza 100% complete.
Analysis:
Program personnel staff changes have had a varying effect on the delivery
of services, especially this summer. Being new, inexperience has hampered
their efforts, but being young, fresh, and energetic with new views and
ideas, some refreshing changes have occurred which seemingly have been well
received. Termination wages and utility rates have consumed more of the
budget than was anticipated. .
Expenditures Budget Year to Date %
6000 $327,147 $327,592* 100.136
7000 37,150 34,860 93.835
8000 93,970 96,635 102.836
9000 2,000 2,533 126.650
Total $464,635 $465,745* 100.239
*Less $18,519 termination wages: $447,226 96.253 zL o?
MICROFILMED BY
DORM MICR+LAB
J CEDAR RAPIDS - DES MOINES
i
MANAGEMENT BY OBJECTIVES
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
Department Parks and Recreation
Decision Unit Parks
Quarter Fourth, FY80
e
t
I
Fiscal Year Objectives:
1. Reduce trim mowing and hand weeding through the use of growth retardants
and ground sterilants in
problem areas; on-going.
2. Provide access to wood play equipment area in City Park for the handicapped
Septenber, 1979.
-
3. Construct a 65' x 100' (20 -car) rock base parking lot in Wetherby Park;
October, 1979.
4. Establish an annual tree planting program in City Park on a limited scale;
on-going.
5. Upgrade turf areas with a regular program of cultural practices; on-going.
Work completed:
1. A herbicide was used again this spring with positive results. Areas
such as fence lines, backstops,
s`
and parking lots were sprayed, thus
reducing trim mowing and hand weeding to almost
none. This practice
will be continued annually.
2. An asphalt (hard surface) area has been provided for wheelchair users,
allowing access
s
to a sandbox in the play equipment area at City Park.
3. A hard surface dust -free parking lot for
approximately sixteen cars has
been constructed at the entrance to Wetherby Park.
4. Due to budget restrictions, no new trees were planted in City Park this
past year. However, this
program will be on-going on an annual basis.
5. A fall application of a herbicide will be
continued for weed control.'
Also, open turf areas will be aerified this fall. Several problem
areas
Analysis been graded and leveled and seeded to grass,
„
I. Overall results were very good, thus improving appearance and reducing
labor and time involved. 2. Usage
was minimal and demand for access to
additional facilities was not apparent. 3. The parking lot has relieved
the
congestion of traffic considerably in the area of south Taylor Drive.
4. Results will be
minimal, and will not be noticeable for several years.
5. A good program that will be continued. Most
results have been positive.
Expenditures Budget Year to Date %
6000 $208,380 $198,537 95.276
7000 28,303 25,182 88.975
8000 62,218 52,299 84.057
9000 34,626 45,082 130.196
Total $333,527 $321,100 96.274
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
MANAGEMENT BY OBJECTIVES
Department Parks & Recreation
Decision Unit Central Business District
Quarter Fourth, FY80
Fiscal Year Objectives:
1. Provide year-round interest and color in some horticulture display
areas by using spring flowering bulbs, summer annuals, fall mums, and
Christmas trees.
2. Reduce mortality rate and increase health, vigor, and growth rate of
trees and shrubs by implementing a general horticultural care system
consisting of proper watering and fertilization, diagnosis, and
treatment of diseases and pests, and proper pruning.
Work completed:
1. Successful. Had summer annuals, fall mums, and spring bulbs.
2. Ongoing. Appears to be successful.
Analysis:
1. Good public acceptance of Plaza appearance.
2. Trees and shrubs are under guarantee by the contractor.
Expenditures
Budget
Year to Date
%
I
MANAGEMENT BY OBJECTIVES
Department Parks & Recreation
Decision Unit Central Business District
Quarter Fourth, FY80
Fiscal Year Objectives:
1. Provide year-round interest and color in some horticulture display
areas by using spring flowering bulbs, summer annuals, fall mums, and
Christmas trees.
2. Reduce mortality rate and increase health, vigor, and growth rate of
trees and shrubs by implementing a general horticultural care system
consisting of proper watering and fertilization, diagnosis, and
treatment of diseases and pests, and proper pruning.
Work completed:
1. Successful. Had summer annuals, fall mums, and spring bulbs.
2. Ongoing. Appears to be successful.
Analysis:
1. Good public acceptance of Plaza appearance.
2. Trees and shrubs are under guarantee by the contractor.
Expenditures
Budget
Year to Date
%
6000
$22,548
$16,332
72.43
7000
3,900
4,168
106.87
8000
2,525
1,630
64.54
9000
5,653
5,653
100
Total
$35,586
$27,905
78.42%
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
i
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MANAGEMENT BY OBJECTIVES
Department Parks & Recreation
Decision Unit Government Buildings
Quarter Fourth, FY80
Fiscal Year Objectives:
I. Correct roof leaks at Civic Center. .
2. Reduce turnover rate of maintenance workers.
3. Correct current problems and imbalances in the heating and air conditioning
systems; current air conditioning system in undersized, and isn't energy
efficient.
Work completed:
1. Roof repaired - no leaks at present.
2. Problem seems to be corrected.
3. Due to be completed by'November, 1980.
Analysis: I
1. May need whole new roof - to be determined after the new air conditioning
system is installed this fall.
Expenditures
Budget Year to Date
%
6000
$22,177 $19,164
86.44
7000
5,100 5,555
108.93
8000
61,701 59,860
97.02
9000
3,000 3,770
k
a
MANAGEMENT BY OBJECTIVES
Department Parks & Recreation
Decision Unit Government Buildings
Quarter Fourth, FY80
Fiscal Year Objectives:
I. Correct roof leaks at Civic Center. .
2. Reduce turnover rate of maintenance workers.
3. Correct current problems and imbalances in the heating and air conditioning
systems; current air conditioning system in undersized, and isn't energy
efficient.
Work completed:
1. Roof repaired - no leaks at present.
2. Problem seems to be corrected.
3. Due to be completed by'November, 1980.
Analysis: I
1. May need whole new roof - to be determined after the new air conditioning
system is installed this fall.
Expenditures
Budget Year to Date
%
6000
$22,177 $19,164
86.44
7000
5,100 5,555
108.93
8000
61,701 59,860
97.02
9000
3,000 3,770
125.67
Total
$91,978 $88,355
96.06%
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
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MANAGEMENT BY OBJECTIVES
DEPARTMENT: PARKS & RECREATION QUARTER: FOURTH
DECISION UNIT: CEMETERY
FISCAL YEAR OBJECTIVES:
1. Reduce work projects outside the cemetery by 5%.
2. To continue and update successful public relations programs.
3. To design a specialized training program for individual members by March
1980.
4. To prevent deterioration of present physical properties of the cemetery
by annual improvements in the completion of long range improvement
programs during FY80.
WORK COMPLETED:
1. Outside work load increased 5% from monthly average of 13.58% of the
crews total working hours to 18.25%.
2. Public relations program ongoing.
3. Training program successful completed for the year.
4. Water extension completed, annual road repairs completed and monument
program ongoing annually.
ANALYSIS:
Small crew operating at peak efficiency with no anticipated let up in the
demand for outside services/ there could be a stress factor. The cemetery is
in excellent shape, the crew is well trained and public relations remains on
an acceptable level.
EXPENDITURES BUDGET YEAR-TO-DATE %
6000 $ 55,653 $ 63,529.58 114.153
(Forestry monies
not included)
7000 7,989 6,318.69 79.092
8000 10,786 4,789.14 44.401
9000 7,100 3,632.87 51.167
TOTAL $ 88,917 $ 78,270.28 88.000
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
t
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MANAGEMENT BY OBJECTIVES
DEPARTMENT: PARKS & RECREATION QUARTER: FOURTH
DECISION UNIT: CEMETERY
FISCAL YEAR OBJECTIVES:
1. Reduce work projects outside the cemetery by 5%.
2. To continue and update successful public relations programs.
3. To design a specialized training program for individual members by March
1980.
4. To prevent deterioration of present physical properties of the cemetery
by annual improvements in the completion of long range improvement
programs during FY80.
WORK COMPLETED:
1. Outside work load increased 5% from monthly average of 13.58% of the
crews total working hours to 18.25%.
2. Public relations program ongoing.
3. Training program successful completed for the year.
4. Water extension completed, annual road repairs completed and monument
program ongoing annually.
ANALYSIS:
Small crew operating at peak efficiency with no anticipated let up in the
demand for outside services/ there could be a stress factor. The cemetery is
in excellent shape, the crew is well trained and public relations remains on
an acceptable level.
EXPENDITURES BUDGET YEAR-TO-DATE %
6000 $ 55,653 $ 63,529.58 114.153
(Forestry monies
not included)
7000 7,989 6,318.69 79.092
8000 10,786 4,789.14 44.401
9000 7,100 3,632.87 51.167
TOTAL $ 88,917 $ 78,270.28 88.000
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
MANAGEMENT By OBJECTIVES
DEPARTMENT: PARRS AND RECREATION QUARTER: FOURTH
DECISION UNI: FORESTRY
Fiscal Year Objectives:
I. Training program for Forestry/Horticulture.
2. Analyze informational needs of other divisions/departments by regularly
contacting for comments, suggestions, and updated project lists.
3. Review the current Forestry Management program for Possible reduction of
time and cost expenditures.
Work Completed:
1. Training program completed for the season,
2. Check with other divisions/departments regularly.
3. Request for Forestry/Nursery/Cemetery Divisions to becarrdbihe
granted. d'hms been
Analysis:
Forestry objectives were achieved and the cooperative practices will be
continued.
Expenditures
Lqqq Year -to -Date %
6000 $16,242.00 $ 00.00 0
(included in 1520.0)
7000
902.00 721.35 79.972
8000 28,556.00 16,762.00 58.686
9000 17,400.00
TOTAL $63,107,0017 370.00 99.829
10 4� 335. 55.228
lip
MICROFILMED BY
JORM MICR+LAE3
CEDAR RAPIDS - DES MOINES
MANAGEMENT BY OBJECTIVES
DEPARTMENT: PUBLIC WORKS
QUARTER: FOURTH FY60
,r
Fiscal Year Objectives:
I. To coordinate construction of downtown urban
renewal projects with
eft
, 1 '
construction by June, 1980.
3. To energy retrofit Civic Center by July, 1980.
4. To start construction of Ralston Creek south
branch storm water detention
basin by August, 1979.
I
Work Completed:
MANAGEMENT BY OBJECTIVES
DEPARTMENT: PUBLIC WORKS
QUARTER: FOURTH FY60
DECISION UNIT: ADMINISTRATION
Fiscal Year Objectives:
I. To coordinate construction of downtown urban
renewal projects with
completion of Block 64 garage by May, 1980.
2. To complete second phase of service building
construction by June, 1980.
3. To energy retrofit Civic Center by July, 1980.
4. To start construction of Ralston Creek south
branch storm water detention
basin by August, 1979.
Work Completed:
1. Construction underway.
2. Completed.
3. Study completed. 30 days behind schedule.
4. Construction underway.
5. Director resigned.
Analysis:
These projects present unusual problems of funding,
coordination or public
input.
Expenditures Budget Year -to -Date
%
6000 54,766 51,121.17
93.34
7000 660 233.82
35.427
8000 11,240 12,419.07
110.49
9000 0 89.40
N/A
Total 66,666 63,863.46
95.796
MICROFILMED BY
JORM MIC R�LAB
CEDAR RAPIDS •DES MOIRES
I
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MANAGEMENT BY OBJECTIVES
DEPARTMENT: PUBLIC WORKS
DECISION UNIT: ENGINEERING QUARTER: FOURTH FY80
Fiscal Year Objectives:
I. Analyze the time keeping records established in FY78 and FY79 to
determine how the division budget is used among construction projects,
subdivisions, interdepartmental requests, and citizen requests by March,
1980. This would help to determine an amount of charge back for
subdivision work in the event it becomes necessary as well as to better
schedule projects and priorities.
2. Coordinate the design process of the new Waste Water Treatment Plant
enabling an application for a construction grant by July, 1980.
3. To complete the construction of South Gilbert Street during the 1979
construction season.
WORK COMPLETED:
I. Complete, the report was submitted to Council in the spring of 1979.
2. Waste Water Treatment Plant design has begun.
3. Construction is approximately 50% complete.
Analysis:
2. EPA has given approval to begin design of the new plant.
3. Construction is progressing ahead of revised schedule.
Expenditures Budget Year -to -Date %
6000 210,429 200,247 95
7000 6,810 5,024 74
8000 27,792 21,446 77
9000 1,728 5,555 321
Total 246,759 232,272 94
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
/6 99
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MANAGEMENT BY OBJECTIVES
DEPARTMENT: PUBLIC WORKS
DECISION UNIT: ENGINEERING QUARTER: FOURTH FY80
Fiscal Year Objectives:
I. Analyze the time keeping records established in FY78 and FY79 to
determine how the division budget is used among construction projects,
subdivisions, interdepartmental requests, and citizen requests by March,
1980. This would help to determine an amount of charge back for
subdivision work in the event it becomes necessary as well as to better
schedule projects and priorities.
2. Coordinate the design process of the new Waste Water Treatment Plant
enabling an application for a construction grant by July, 1980.
3. To complete the construction of South Gilbert Street during the 1979
construction season.
WORK COMPLETED:
I. Complete, the report was submitted to Council in the spring of 1979.
2. Waste Water Treatment Plant design has begun.
3. Construction is approximately 50% complete.
Analysis:
2. EPA has given approval to begin design of the new plant.
3. Construction is progressing ahead of revised schedule.
Expenditures Budget Year -to -Date %
6000 210,429 200,247 95
7000 6,810 5,024 74
8000 27,792 21,446 77
9000 1,728 5,555 321
Total 246,759 232,272 94
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
/6 99
MANAGEMENT BY OBJECTIVES
DEPARTMENT: PUBLIC WORKS
DECISION UNIT: POLLUTION CONTROL QUARTER: FOURTH FY80
Fiscal Year Objectives:
1. Provide input in the planning and design of the new treatment plant.
2. Clean 15 miles of sanitary sewers with reoccurring problems by June 20,
1981.
3• Continue to expand our televising program to include new subdivisions as
well as existing problem areas.
WORK COMPLETED
1. EPA has approved design grant and V&K have been instructed to proceed
with design.
2. Cleaned 53,361 feet of sewer.
3• Televised 2,300 feet of sanitary sewers in new subdivisions.
Analysis:
We have been conversing frequently with V&K and supplying them with input in
several areas. We cleaned 12 miles of sewer and also completed a number of
repair projects. We operated within our budget and ended up with a 10%
surplus.
Expenditures Budget Year -to -Date %
6000 290,140 274,041 94
7000 64,855 38,861 60
8000 164,132 179,350 109
9000 593,252 505,528 85
Total 11112,379 997,780 90
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
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MANAGEMENT BY OBJECTIVES
DEPARTMENT: PUBLIC WORKS
DECISION UNIT: REFUSE QUARTER: FOURTH FY80
Fiscal Year Objectives:
1. To continue lowering refuse pickup costs by replacing two•or more rear
loading packers with single operator side loading vehicles by November,
1979.
2. To recycle newsprint at the most economical cost.
Work Completed:
1. It has been noted that a two-man packer is more economical than a one-man
side loading vehicle; therefore, this objective is no longer applicable.
2. This program is being phased -out as of July 1, 1980.
Expenditures Budaet Year -to -Date _%
6000 168,516 173,647
103.045
7000 2,483 2,741.15 110.397
8000' 155,862 152,219
97.663
9000 78,834 59,678.80 75.702
Total 405,695 388,286 95.709
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
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MANAGEMENT BY OBJECTIVES
DEPARTMENT: PUBLIC WORKS
DECISION UNIT: REFUSE QUARTER: FOURTH FY80
Fiscal Year Objectives:
1. To continue lowering refuse pickup costs by replacing two•or more rear
loading packers with single operator side loading vehicles by November,
1979.
2. To recycle newsprint at the most economical cost.
Work Completed:
1. It has been noted that a two-man packer is more economical than a one-man
side loading vehicle; therefore, this objective is no longer applicable.
2. This program is being phased -out as of July 1, 1980.
Expenditures Budaet Year -to -Date _%
6000 168,516 173,647
103.045
7000 2,483 2,741.15 110.397
8000' 155,862 152,219
97.663
9000 78,834 59,678.80 75.702
Total 405,695 388,286 95.709
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
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MANAGEMENT BY OBJECTIVES
DEPARTMENT: PUBLIC WORKS
DECISION UNIT: LANDFILL QUARTER: FOURTH FY80
Fiscal Year Objectives:
1. To ensure revenues equal expenses.
2. To operate landfill in compliance with State landfill regulations.
Work Completed:
1. The landfill is meeting this goal.
2. We are meeting Department of Environmental Quality regulations.
Expenditures Budpet Year -to -Date %
6000 84,426 80,249 95_ 05
7000 12,150.-
6,219 51.19
8000 57,189 62,336 109.0
9000. 129,626 138,708 107.0
Total 283,391 287,514 101.455
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1I
MICROFILMED BY
JORM MICR#LAB
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CEDAR RAPIDS • DES MOINES ,.'
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ry
N
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MANAGEMENT BY OBJECTIVES
DEPARTMENT: PUBLIC WORKS
DECISION UNIT: LANDFILL QUARTER: FOURTH FY80
Fiscal Year Objectives:
1. To ensure revenues equal expenses.
2. To operate landfill in compliance with State landfill regulations.
Work Completed:
1. The landfill is meeting this goal.
2. We are meeting Department of Environmental Quality regulations.
Expenditures Budpet Year -to -Date %
6000 84,426 80,249 95_ 05
7000 12,150.-
6,219 51.19
8000 57,189 62,336 109.0
9000. 129,626 138,708 107.0
Total 283,391 287,514 101.455
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MICROFILMED BY
JORM MICR#LAB
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CEDAR RAPIDS • DES MOINES ,.'
1
MANAGEMENT BY OBJECTIVES
DEPARTMENT: PUBLIC WORKS
DECISION UNIT: STREETS QUARTER: FOURTH FY80
Fiscal Year Objectives:
I. To continue converting the operational methods of the Street Division
toward planned, expeditious, and economical work programs rather than a
complaint oriented operational strategy.
2• To reinventory the condition of the street system and related facilities
in September, 1979 in order to present a long-range guide to future
reconstruction needs prior to the preparation of the FY81 budget.
3. To continue concentrating on the higher priority trafficways and bus
routes and to progress on the repair of residential streets consistent
with available funding.
Work Completed:
1. Approximately 50 to 60 percent of planned work can be accomplished. High
priority requests from citizens, Council, and department and division
heads accounts for the other 40 to 45 percent of the work effort.
2. Because of a lack of funding, the Street Division is operating on a year-
to-year basis rather than a long-range basis.
3• This is continuing to be carried out.
Expenditures Budget Year -to -Date %
6000 279,342 252,571
90.41
7000 165,681 121,151
73.12
8000 226,061 231,563
102.43
9000 522,582 358,194
68.5
Total 21387,332 11926,958 80.7
MICROFILMED BY
,F JORM MICR+LA9
I
CEDAR RAPIDS • DES MOINES
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MANAGEMENT BY OBJECTIVES
DEPARTMENT: PUBLIC WORKS
DECISION UNIT: STREETS QUARTER: FOURTH FY80
Fiscal Year Objectives:
I. To continue converting the operational methods of the Street Division
toward planned, expeditious, and economical work programs rather than a
complaint oriented operational strategy.
2• To reinventory the condition of the street system and related facilities
in September, 1979 in order to present a long-range guide to future
reconstruction needs prior to the preparation of the FY81 budget.
3. To continue concentrating on the higher priority trafficways and bus
routes and to progress on the repair of residential streets consistent
with available funding.
Work Completed:
1. Approximately 50 to 60 percent of planned work can be accomplished. High
priority requests from citizens, Council, and department and division
heads accounts for the other 40 to 45 percent of the work effort.
2. Because of a lack of funding, the Street Division is operating on a year-
to-year basis rather than a long-range basis.
3• This is continuing to be carried out.
Expenditures Budget Year -to -Date %
6000 279,342 252,571
90.41
7000 165,681 121,151
73.12
8000 226,061 231,563
102.43
9000 522,582 358,194
68.5
Total 21387,332 11926,958 80.7
MICROFILMED BY
,F JORM MICR+LA9
I
CEDAR RAPIDS • DES MOINES
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MANAGEMENT BY OBJECTIVES
DEPARTMENT: PUBLIC WORKS
DECISION UNIT: STREETS QUARTER: FOURTH FY80
Fiscal Year Objectives:
I. To continue converting the operational methods of the Street Division
toward planned, expeditious, and economical work programs rather than a
complaint oriented operational strategy.
2• To reinventory the condition of the street system and related facilities
in September, 1979 in order to present a long-range guide to future
reconstruction needs prior to the preparation of the FY81 budget.
3. To continue concentrating on the higher priority trafficways and bus
routes and to progress on the repair of residential streets consistent
with available funding.
Work Completed:
1. Approximately 50 to 60 percent of planned work can be accomplished. High
priority requests from citizens, Council, and department and division
heads accounts for the other 40 to 45 percent of the work effort.
2. Because of a lack of funding, the Street Division is operating on a year-
to-year basis rather than a long-range basis.
3• This is continuing to be carried out.
Expenditures Budget Year -to -Date %
6000 279,342 252,571
90.41
7000 165,681 121,151
73.12
8000 226,061 231,563
102.43
9000 522,582 358,194
68.5
Total 21387,332 11926,958 80.7
MICROFILMED BY
,F JORM MICR+LA9
I
CEDAR RAPIDS • DES MOINES
it
MANAGEMENT BY OBJECTIVES
DEPARTMENT: PUBLIC WORKS
DECISION UNIT: TRAFFIC ENGINEERING QUARTER: FOURTH FY80
Fiscal Year Objectives:
I. Continued reduction of signal and street light corrective maintenance
call outs.
2• Continued aggressive signal controller preventative maintenance.
3. Continued traffic and accident analysis to determine needs and problems
and propose corrective action.
4• Convert street lighting at Keokuk and Highway 6 intersection from high
voltage mercury vapor to sodium vapor by June 1980.
Work Completed:
I. Corrective maintenance up 40% over previous quarter, down 26% from fourth
quarter FY79.
2. 54.5 hours of controller maintenance performed during fourth quarter
program on target.
3. Program ongoing on schedule.
4• Work completed during fourth quarter.
Expenditures Budget Year -to -Date _
6000 145,610.00 123,516.29
84.8
7000 69,376.00 68,418.15
98.6
8000 152,613.00 164,701.25 107.9
9000 26,188.00 40,352.47 _
154.1
Total 393,787.00 396,988.16 100.8
MICROFILMED BY
JORM MICR+LA6
CEDAR RAPIDS • DES MOINES
/6 99
1
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MANAGEMENT BY OBJECTIVES
DEPARTMENT: PUBLIC WORKS
DECISION UNIT: TRAFFIC ENGINEERING QUARTER: FOURTH FY80
Fiscal Year Objectives:
I. Continued reduction of signal and street light corrective maintenance
call outs.
2• Continued aggressive signal controller preventative maintenance.
3. Continued traffic and accident analysis to determine needs and problems
and propose corrective action.
4• Convert street lighting at Keokuk and Highway 6 intersection from high
voltage mercury vapor to sodium vapor by June 1980.
Work Completed:
I. Corrective maintenance up 40% over previous quarter, down 26% from fourth
quarter FY79.
2. 54.5 hours of controller maintenance performed during fourth quarter
program on target.
3. Program ongoing on schedule.
4• Work completed during fourth quarter.
Expenditures Budget Year -to -Date _
6000 145,610.00 123,516.29
84.8
7000 69,376.00 68,418.15
98.6
8000 152,613.00 164,701.25 107.9
9000 26,188.00 40,352.47 _
154.1
Total 393,787.00 396,988.16 100.8
MICROFILMED BY
JORM MICR+LA6
CEDAR RAPIDS • DES MOINES
/6 99
1
1
MANAGEMENT BY OBJECTIVES
DEPARTMENT: PUBLIC WORKS
DECISION UNIT: TRAFFIC ENGINEERING QUARTER: FOURTH FY80
Fiscal Year Objectives:
I. Continued reduction of signal and street light corrective maintenance
call outs.
2• Continued aggressive signal controller preventative maintenance.
3. Continued traffic and accident analysis to determine needs and problems
and propose corrective action.
4• Convert street lighting at Keokuk and Highway 6 intersection from high
voltage mercury vapor to sodium vapor by June 1980.
Work Completed:
I. Corrective maintenance up 40% over previous quarter, down 26% from fourth
quarter FY79.
2. 54.5 hours of controller maintenance performed during fourth quarter
program on target.
3. Program ongoing on schedule.
4• Work completed during fourth quarter.
Expenditures Budget Year -to -Date _
6000 145,610.00 123,516.29
84.8
7000 69,376.00 68,418.15
98.6
8000 152,613.00 164,701.25 107.9
9000 26,188.00 40,352.47 _
154.1
Total 393,787.00 396,988.16 100.8
MICROFILMED BY
JORM MICR+LA6
CEDAR RAPIDS • DES MOINES
/6 99
1
MANAGEMENT BY OBJECTIVES
DEPARTMENT: PUBLIC WORKS QUARTER: FOURTH
DECISION UNIT: MASS TRANSIT
FISCAL YEAR OBJECTIVES:
1. To allocate resources in a manner that maximizes our ability to carry
passengers during the peak rush hour periods.
2. To improve operations by reorganizing management functions and codifying
policies and procedures.
3. To pursue Federal and State grants as expeditiously as possible.
4. To build off-peak ridership through increased transit marketing.
WORK COMPLETED:
1• Revised bus routes and schedules, designed to improve rush hour capacity,
were put into effect 8/27/79; further refinements were implemented
5/12/80. The erection of bus stop signs during January and February, and
the changeover to exact fare in April, also improved our operating
efficiency during rush hour periods.
2. A second MWII was hired to alleviate scheduling and supervisory problems
on the evening service crew. Clerical responsibilities were reorganized
to better utilize the time and talents of all office staffpersons. The
Senior Driver and one veteran operator attended an UMTA-sponsored
"train -the -trainer" program in November. An Assistant Transit Manager,
hired in May, has begun to take over many day-to-day operational
responsibilities; his initial task has been the reorganization of the
evening service crew.
3. The UMTA grant application submitted for the City and the University has
been approved and the grant contract signed. Vehicle specifications are
currently being prepared. The Iowa City Section 18 UMTA grant contract
is nearly ready for approval by the City Council; this grant will result
in one additional transit coach, two-way radios for the buses, and ten
bus shelters. The FY81 State Transit Grant Application was completed in
April, but the final contract has not yet been returned by the State.
4. Ridership increased to unprecedented levels in FY80; over two million
passengers were carried, an increase of 15 percent over FY79. Marketing
efforts were curtailed due to budget constraints, but nonetheless off-
peak ridership was up substantially.
Ale
MICROFILMED BY
JORM MICR+LA6
�� CEDAR RAPIDS • DES MOINES
i I•
EXPENDITURES
BUDGET
YEAR—TO—DATE
%
6000
$ 620,077
$ 617,263
99.5
7000
21,786
21,433
99.4
8000
421,985
417,205
98.9
9000
16,027
1,696
10.6
TOTAL
$1,084,745
$1,062,523
97.9
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
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2
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a
MANAGEMENT BY OBJECTIVES
Department I'OULIL' Ilulil:5
Decision Unit IIA'1'IiR
Quarter FOURTH I:ND OP FY80
Fiscal Year Objectives:
1. To flush all city owned hydrants by .lune 1981, to cemove
sedimentation from the system.
2. To install 1,000 Outisde Remote Iteaders by June 1981.
6,800 have been installed with approximately 4,500 to
be installed.
3. Keep meter reading on schedule.
4. To contiuuu to treat all water to meet the requirements of
the Iowa Department of Environmental duality.
Work completed:
1. All hydrants were flushed once and all hydrants on ends
of main were flushed twice during FY80.
2. Installed 1,547 Outside headers during FY80. 'Total
readers at the end of FY80 was 8,250.
3. Meter reading was on schedule.
4. All requirements of the Department of Environmental
Quality were met during FY80.
Analysis:
1. IIY80 pumpage was up 1!1% over the year of FY79.
2. FY80 had one less main break than FY79. 'Total of 49
main breaks.
3. Installed 21,173 feet of water main in F'Y80.
Expenditures
6000
7000
8000
9000
Total
Budget
353,133
180,350
262,591
231,950
1,02y024
This Quarter
339,283.14
152,509.15
258,048.67
255,042.81
1.004,$U3. 77
MICROFILMED BY
` JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
96.078
84.563
!18.'170
10'9.956
!!.Z...2.13
M
I
'I
1
i
0
MANAGEMENT BY OBJECTIVES
DEPARTMENT: FINANCE
QUARTER: FOURTH FY80
DECISION UNIT: FINANCE ADMINISTRATION
Fiscal Year Objectives:
I. Finalize monitoring of budget vs. actual on a quarterly basis by
October, 1979.
2. Make semi-annual financial condition reports
Manager by January, 1980. to Council and City
3• Continue to provide risk management program of risk analysis, insurance
Purchasing and claims analysis - throughout fiscal year.
Work Completed:
1• Format has been developed. Quarterly monitoring done during FY80 was
for internal use only. In FY81, the quarterly status reports will be
made to the City Council.
2• Financial condition reports were discussed with Council in conjunction
with the FY81 budget discussions. Year-end financial condition reports
are scheduled for discussion with the Council in August1980.
, ations received
3• Coordination with the Safety Committee continues.
by for comprehensive general liability and umbrella covQuoterage were reviewed
Purchasence of thidslcoverageon staff necessitateddthe changes Legal
othDeraCityninsurance
Policies and all work has now been completed.
Expenditures
6000
7000
8000
9000
TOTAL
Budget
Year -to -Date
,
$163,942
$164,379
100.3 .
820
772
4
14,625
10,961
74.9
344,012
305,111
88.7
$523,459
$481,223
91.9
MANAGEMENT BY OBJECTIVES
DEPARTMENT: FINANCE
QUARTER: FOURTH FY80
DECISION UNIT: FINANCE ADMINISTRATION
Fiscal Year Objectives:
I. Finalize monitoring of budget vs. actual on a quarterly basis by
October, 1979.
2. Make semi-annual financial condition reports
Manager by January, 1980. to Council and City
3• Continue to provide risk management program of risk analysis, insurance
Purchasing and claims analysis - throughout fiscal year.
Work Completed:
1• Format has been developed. Quarterly monitoring done during FY80 was
for internal use only. In FY81, the quarterly status reports will be
made to the City Council.
2• Financial condition reports were discussed with Council in conjunction
with the FY81 budget discussions. Year-end financial condition reports
are scheduled for discussion with the Council in August1980.
, ations received
3• Coordination with the Safety Committee continues.
by for comprehensive general liability and umbrella covQuoterage were reviewed
Purchasence of thidslcoverageon staff necessitateddthe changes Legal
othDeraCityninsurance
Policies and all work has now been completed.
Expenditures
6000
7000
8000
9000
TOTAL
Budget
Year -to -Date
% I
$163,942
$164,379
100.3 .
820
772
94.1
14,625
10,961
74.9
344,012
305,111
88.7
$523,459
$481,223
91.9
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
I
MANAGEMENT BY OBJECTIVES
DEPARTMENT: FINANCE
QUARTER: FOURTH FY80
DECISION UNIT: CENTRAL PROCUREMENT & SERVICES
Fiscal Year Objectives:
1. To analyze the new purchasing manual after a six month use period to
determine its effectiveness and usefulness to City staff. (July 1979).
2. To establish an asset control system utilizing the computer system to
provide a record of all fixed assets. (December 1979)
3. To study the feasibility of operating the print shop as a self-supporting
service. (June 1980)
Work completed:
1. Draft of Purchasing Manual and Purchasing justification reviewed by City
Manager. Requested revisions were made and manual returned to City
Manager for final approval prior to being sent to Council.
2. Accounting staff finalizing past fixed asset information. Information
has not been formatted for computerization to date.
3. The Print Shop will not be operated as a self-supporting service.
Required increased charges to departments could not be justified at this
time. The service charges will remain based on material charges only,
less operator labor.
Analysis:
Purchasing Division justification and manual has been the priority project of
the fourth quarter.
Expenditures Budget Year -to -Date %
6000 62,272 71,441 114.72
7000 1,460 1,093 74.86
8000 44,850 37,942 84.60
9000 13,500 2,031 15.05
Total 122,082 112,507 92.16
/499__
MICROFILMED BY
JORM MICR+LAB
F t CEDAR RAPIDS • DES MOINES
l
I
MANAGEMENT BY OBJECTIVES
DEPARTMENT: FINANCE
QUARTER: FOURTH FY80
DECISION UNIT: CENTRAL PROCUREMENT & SERVICES
Fiscal Year Objectives:
1. To analyze the new purchasing manual after a six month use period to
determine its effectiveness and usefulness to City staff. (July 1979).
2. To establish an asset control system utilizing the computer system to
provide a record of all fixed assets. (December 1979)
3. To study the feasibility of operating the print shop as a self-supporting
service. (June 1980)
Work completed:
1. Draft of Purchasing Manual and Purchasing justification reviewed by City
Manager. Requested revisions were made and manual returned to City
Manager for final approval prior to being sent to Council.
2. Accounting staff finalizing past fixed asset information. Information
has not been formatted for computerization to date.
3. The Print Shop will not be operated as a self-supporting service.
Required increased charges to departments could not be justified at this
time. The service charges will remain based on material charges only,
less operator labor.
Analysis:
Purchasing Division justification and manual has been the priority project of
the fourth quarter.
Expenditures Budget Year -to -Date %
6000 62,272 71,441 114.72
7000 1,460 1,093 74.86
8000 44,850 37,942 84.60
9000 13,500 2,031 15.05
Total 122,082 112,507 92.16
/499__
MICROFILMED BY
JORM MICR+LAB
F t CEDAR RAPIDS • DES MOINES
■
fi
MANAGEMENT BY OBJECTIVES
DEPARTMENT: PUBLIC WORKS QUARTER: FOURTH
DECISION UNIT: EQUIPMENT DIVISION
Fiscal Year Objectives:
I. To specify and procure equipment which will provide long and dependable
service to the City.
2. To maintain this equipment in such a way as will extend the economic life
to the maximum extent possible at minimum cost.
3. To perform equipment replacement analysis on a piece -by -piece basis to
provide solid rationale for equipment replacements.
Work Completed:
1. Major purchase in FY80 was street sweeper. New sweeper gets 6.2 miles
per gallon compared to 1.7 for our older sweeper. Maintenance cost also
greatly reduced.
2. Big reduction in 9000 accounts is due to our decision to stay with our
existing refuse trucks to the seven year point. We did this while
reducing fleet size from six to five.
3. A major disapointment in this area has been our failure to convince the
Police Department to retain squad cars for 18 months. As long as we can
maintain them to state inspection standards we should continue to run
them out to 18 months.
Analysis:
This is the last year that we will be able to balance the budget with unused
replacement funds. FY81 budgets will require amendment (particularly Transit
and Landfill) to reflect actual operating costs.
Expenditures Budget This Quarter _%
6000 $ 241,942 $ 220,356
91
7000 522,077 760,565 146
8000 88,869 92,561 104
9000 183 860 69 761 38
Total 1,036,748 1,143,243 110
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
I
n
MANAGEMENT BY OBJECTIVES
DEPARTMENT: FINANCE QUARTER: FOURTH
DECISION UNIT: PARKING OPERATIONS AND MAINTENANCE
Fiscal Year Objectives:
1. To maintain a long-range maintenance program on the Block 83 parking
facility, ongoing.
2. To expand the ongoing meter cleaning and repair program to more meters so
the number of trouble calls decreases by June 30, 1980.
Work Completed:
1. Long-range maintenance program on Block 83 parking facility has not
started as the facility is still under warranty and all repairs are being
handled by the suppliers.
2. During FY80 we received 1,774 complaints of faulty meters of which 1,001
were found defective. 2,831 meters were reported faulty and 1,565 were
found defective during FY79. 547 vehicles were impounded during FY80
compared to 388 in FY79. 265 meters were cleaned and rebuilt compared to
155 in FY79.
Analysis:
During FY80 Parking Operations and Maintenance has met its goals with a
decrease in trouble calls and defective meters.
Expenditures Budget Year -to -Date %
6000 $ 97,881 $ 60,168 61.5
7000 4,375 3,368 76.9
8000 46,833 39,428 84.2
9000 18,000 29,463 163.7
TOTAL $167,089 $132,427 79.3
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
Y
i
I
n
MANAGEMENT BY OBJECTIVES
DEPARTMENT: FINANCE QUARTER: FOURTH
DECISION UNIT: PARKING OPERATIONS AND MAINTENANCE
Fiscal Year Objectives:
1. To maintain a long-range maintenance program on the Block 83 parking
facility, ongoing.
2. To expand the ongoing meter cleaning and repair program to more meters so
the number of trouble calls decreases by June 30, 1980.
Work Completed:
1. Long-range maintenance program on Block 83 parking facility has not
started as the facility is still under warranty and all repairs are being
handled by the suppliers.
2. During FY80 we received 1,774 complaints of faulty meters of which 1,001
were found defective. 2,831 meters were reported faulty and 1,565 were
found defective during FY79. 547 vehicles were impounded during FY80
compared to 388 in FY79. 265 meters were cleaned and rebuilt compared to
155 in FY79.
Analysis:
During FY80 Parking Operations and Maintenance has met its goals with a
decrease in trouble calls and defective meters.
Expenditures Budget Year -to -Date %
6000 $ 97,881 $ 60,168 61.5
7000 4,375 3,368 76.9
8000 46,833 39,428 84.2
9000 18,000 29,463 163.7
TOTAL $167,089 $132,427 79.3
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
Y
-r
MANAGEMENT BY OBJECTIVES
DEPARTMENT: FINANCE
QUARTER: FOURTH
DECISION UNIT: PARKING ENFORCEMENT
Fiscal Year Objectives:
1. To maintain a high level of coverage of the metered and permit areas
during FY80.
2. Analyze parking patterns to establish a policy to provide for limits on
parking to obtain the desired configuration between short-term and long-
term parking in Block 83 parking facility during FY80.
3. To maintain the level of revenue, through enforcement, at a high enough
level to cover debt service payments during FY80.
Work Completed:
1. During FY80, the number of tickets issued increased from 89,297 in FY79
to 90,354 in FY80.
2. The desired configuration between short-term and long-term parking in
the Block 83 parking facility has been achieved. The average length of
stay per parker is approximately two hours.
3. Meter revenue during FY80 showed a slight increase from $241,093 in FY79
to $241,486 in FY80. During FY80, usage of the municipal lot decreased
from 328,819 in FY79 to 298,385 in FY80. This decrease reflects the
reduction in available spaces from 300 to 150 during FY80. Revenue in
the municipal lot increased during FY80 from $99,173 in FY79 to $108,579
in FY80. The Block 83 parking facility was operated during three-
quarters of FY80 producing a revenue of $29,569. Total revenue generated
during FY80 increased from $340,266 in FY79 to $379,634 in FY80.
Analysis:
The short-term parker continues to use the municipal lot and the Block 83
parking facility while the long-term parker continues to use the outlying lots
thus freeing street and lot meters in the CBD.
Expenditures
Budget
Year -to -Date
6000
$85,825
$86,635
7000
1,410
1,128
r
8000
5,700
7,055
Z
-r
MANAGEMENT BY OBJECTIVES
DEPARTMENT: FINANCE
QUARTER: FOURTH
DECISION UNIT: PARKING ENFORCEMENT
Fiscal Year Objectives:
1. To maintain a high level of coverage of the metered and permit areas
during FY80.
2. Analyze parking patterns to establish a policy to provide for limits on
parking to obtain the desired configuration between short-term and long-
term parking in Block 83 parking facility during FY80.
3. To maintain the level of revenue, through enforcement, at a high enough
level to cover debt service payments during FY80.
Work Completed:
1. During FY80, the number of tickets issued increased from 89,297 in FY79
to 90,354 in FY80.
2. The desired configuration between short-term and long-term parking in
the Block 83 parking facility has been achieved. The average length of
stay per parker is approximately two hours.
3. Meter revenue during FY80 showed a slight increase from $241,093 in FY79
to $241,486 in FY80. During FY80, usage of the municipal lot decreased
from 328,819 in FY79 to 298,385 in FY80. This decrease reflects the
reduction in available spaces from 300 to 150 during FY80. Revenue in
the municipal lot increased during FY80 from $99,173 in FY79 to $108,579
in FY80. The Block 83 parking facility was operated during three-
quarters of FY80 producing a revenue of $29,569. Total revenue generated
during FY80 increased from $340,266 in FY79 to $379,634 in FY80.
Analysis:
The short-term parker continues to use the municipal lot and the Block 83
parking facility while the long-term parker continues to use the outlying lots
thus freeing street and lot meters in the CBD.
Expenditures
Budget
Year -to -Date
6000
$85,825
$86,635
7000
1,410
1,128
8000
5,700
7,055
9000
J123.8
TOTAL
$92,935
94,818
MANAGEMENT BY OBJECTIVES
DEPARTMENT: FINANCE
QUARTER: FOURTH
DECISION UNIT: PARKING ENFORCEMENT
Fiscal Year Objectives:
1. To maintain a high level of coverage of the metered and permit areas
during FY80.
2. Analyze parking patterns to establish a policy to provide for limits on
parking to obtain the desired configuration between short-term and long-
term parking in Block 83 parking facility during FY80.
3. To maintain the level of revenue, through enforcement, at a high enough
level to cover debt service payments during FY80.
Work Completed:
1. During FY80, the number of tickets issued increased from 89,297 in FY79
to 90,354 in FY80.
2. The desired configuration between short-term and long-term parking in
the Block 83 parking facility has been achieved. The average length of
stay per parker is approximately two hours.
3. Meter revenue during FY80 showed a slight increase from $241,093 in FY79
to $241,486 in FY80. During FY80, usage of the municipal lot decreased
from 328,819 in FY79 to 298,385 in FY80. This decrease reflects the
reduction in available spaces from 300 to 150 during FY80. Revenue in
the municipal lot increased during FY80 from $99,173 in FY79 to $108,579
in FY80. The Block 83 parking facility was operated during three-
quarters of FY80 producing a revenue of $29,569. Total revenue generated
during FY80 increased from $340,266 in FY79 to $379,634 in FY80.
Analysis:
The short-term parker continues to use the municipal lot and the Block 83
parking facility while the long-term parker continues to use the outlying lots
thus freeing street and lot meters in the CBD.
Expenditures
Budget
Year -to -Date
6000
$85,825
$86,635
7000
1,410
1,128
8000
5,700
7,055
9000
J123.8
TOTAL
$92,935
94,818
MICROFILMED BY
JORM MICR¢LAB
CEDAR RAPIDS • DES MOINES
MANAGEMENT By OBJECTIVES
DEPARTMENT: FINANCE
DECISION UNIT: ACCOUNTING QUARTER: FOURTH
Fiscal Year Objectives:
Provide sufficient training and exposure to the second back-up operator
so that he/she is capable of keying any
arises. January, 1980. application when the need
2• Revise procedures in the Accounts Payable Function to create a more
timely Payment of bills. September,
1979,
3. Increase Accounts receivable collections. June, 1980.
Work Completed:
I. Complete.
2. Work with the Purchasing Agent on the Purchasing Manual is complete
and has been submitted to the
City Manager's office for review.
3. Implementation is schedulefor September
1 ' 190.
The accounts receivable bald ance have been subst8antially reduced.
Work on this objective is
on-going.
Analysis:
2. Completion could not have been achieved without the valuable input
from the accounts payable
area. Thanks to their input we feel we have
a very workable system forthcoming.
3.
Persistence appears to be the name of this From experience I
have picked up an several methods
of collection
tion in addition to the
standard procedures previously used.
Expenditures
�_ Budget This
Quarter
6000 83,226 84,060 101.0
7000
1,105 1,144 103.6
8000 49,044 46,525
94.9
9000
680 649
— 95.4
Z ......
Total 134,055 132,378
98.7
MICROFILMED BY
JO R M MICR+LA13
CEDAR RAPIDS - DES MOINES
MANAGEMENT BY OBJECTIVES
DEPARTMENT: FINANCE
DECISION UNIT: WORD PROCESSING QUARTER: FOURTH FY80
Fiscal Year Objectives:
1. To have no more than 4% of total lines produced returned to Center for
correction of operators' typographical errors only. July, 1979 and
ongoing.
2. Maintain an average monthly turnaround for centrally dictated work of 4
hours. July, 1979 and ongoing.
3. Achieve a 5% increase in total FY80 production of typed lines over FY79.
June, 1980.
4. Continue staff training on use of dictation system. Ongoing.
Work Completed:
1. Achieved this year - averaging approximately 1%.
2. Turnaround now monitored by sampling 25% of production - now averaging
3.3 hours.
3. 6.8% increase this fiscal year over last fiscal year. (715,497/669,922
lines produced).
4. Orientation continuing as needed.
Expenditures Budget Year -to -Date %
6000 $50,417 $47,521 94.3
7000 3,070 2,564 83.5
8000 16,820 16,170 96.1
9000 125 125 100.0
Total $70,432 $66,381 94.2%
MICROFILMED BY
JORM MICR+LAB
Y CEDAR RAPIDS • DES MONIES
Ado'
3
0
MANAGEMENT BY OBJECTIVES
DEPARTMENT: FINANCE
DECISION UNIT: TREASURY QUARTER: FOURTH
FISCAL YEAR OBJECTIVES:
1. To prepare and update written procedures for treasury activities to
improve understanding and communication of each employee and between
treasury employees.
2. To continue pinpointing problem areas generating inaccuracies,
complaints and interruptions in the banking, traffic and utility
operations.
3. Prepare an annual schedule of budgeted receipts, transfers and
expenditures by calendar month to project cash needs.
WORK COMPLETED:
1• Restructured daily forms for Traffic overpayments. Prepared
information on computer needs for traffic and utility.
2• Efforts in problem solving eliminated activities and reassigned
others to accomplish workload with reduced personnel.
reviewing the landlord/tenant aspect of the utility billing Sys We are
tem.
3• No activity, as objective was met in third quarter. Closin
year records and preparation of information for the an Closing fiscal
nual financial
report were the major activities.
ANALYSIS:
1• These forms simplified and improved records on dismissed paid tickets
and overpayments applied to tickets. The computer needs information
helped broaden finance staff's knowledge of the traffic process
necessary to a successful computer program.
2. The Treasury Division has maintained billing and banking schedules
and the customer service level,relationsplus an excellent working
schedulesh�A new tenain the nt/landlord finalite educed bill ng methodewillnbevwritten
by 3• Year-endOe
reports generate information used to evaluate guidelines and
goals to clarify and change as necessary for the coming year.
Expen`ures Budpet Year_to-Date _
6000 $144,341 $140,251
91.2
7000 1,610
1,262
78.4
8000 55,395
•
34,179
61.7
9000 875
651
74.4
TOTAL $202,221
$176,343
87.2
MICROFILMED BY
JORM MICR+LAEI
CEDAR RAPIDS • DES MOINES
I
S
M
HOLIDAY
T
LOAM -Affirmative
Action Task Force
(Conf Room)
7:30PM-Informal
P&Z (Conf Room)
W
10AM-Staff Meeting
(Conf Room)
12noon-CCN (Rec Ct
3:3OPM-Housing Co
(Conf Room)
7: 30PM-Riverfront
Comm (Conf Room)
TH
8AM-Magistrates
Court (Chambers)
3PM-Senior Center
Comm (Conf Room)
7(Chambersjal P&Z
f
S
9AM-Special
(Chambers'
%
BAM-Magistrates
9
OAM-Affirmative
to
OAM-Staff Meeting
if
8AM-Magistrates
/.t
/9
^
Court (Chambers)
Action Task Force
(Conf Room)
Court (Chambers)
``•.n1
:30PM-Informal
(Conf Room)
8AM-Housing Appeal
Council(Conf Room)
•30PM-Resources
Conservation Comm
:30PM-Parks & Rec
Board (Conf Room)
(Conf Room)
Comm (Rec Center)
7:30PM-Airport
Comm (Conf
•30PM-Council
Room)
(Chambers)
iq[
S
/L
i7
it
lip
to
8AM-Magistrates
LOAM -Affirmative
Action Task
LOAM -Staff Meeting
BAM-Magistrates
Court (Chambers)
Force
(Conf Room)
(Conf Room)
Court (Chambers)
1:30PM-Informal
4:30PM-Broadband
Council (Conf Rm)
Telecommunication
7:30PM-Informal
Commission (Conf
7:3OPM-Formal P&Z
P&Z (Conf Room)
Room)
(Chambers)
•
7:30PM-Council
..i(Chambers)
SAM -Magistrates
10AM-Affirmative
LOAM -Staff Meeting
-t7 L J�
Court (Chambers)
Action Task Force
(Conf Room)
AM -Magistrates
1:30PM-Informal
(Conf Room)
Court (Chambers)
Council (Conf Rm)
4:30PM-Resources
7:30PM-Human Right
Conservation Comm
(Conf Room)
I,
Comm (Conf Rm)
7:30PM-Council
PM -Library Board
(Chambers)
Sto Room
( hour rY )
I .ZP
9
30
8AM-Magistrates
LOAM -Affirmative
Court (Chambers)
Action Task Force
1:30PM-Informal
(Conf Room)
i
Council (Conf Rm)
V
7:30PM-Informal
7:30PM-Council
Q
P&Z (Conf Room)
(Chambers)
0
I
MICROFILMED DY
JORM MICR(�LAB
CEDAR RAPIDS • DES MOINES
aW"MiM,r•
Tenants Get Increasingly Militant
As Rental Units Become Scarcer_
By I.a WNENCE.RUUT 7
Ff.h /r,TI111fl, uJ VE.. W ALL STRru.7 JOCRN41.
LT ANDLORDS, BEWARE: TENANT ACTIVISM is on the rise. In
the past year or so, apartment dwellers have pushed through rent•
control laws in places as disparate as Allenstown, N.H., Elizabeth,
N.J., and San Francisco. They've won a plethora of cityand state
laws that restrict condominium conversions and protect tenants against
eviction. And although landlords are fighting back andminnmg some bat-
tles, many observers believe the trend is irreversible.
In the old days, dissatisfied renters would vote with their feet—
they'd move somewhere else," says Louis Masotti, professor of urban af-
fairs at Northwestern University. "Now they're
fighting for their turf." Adds Randall Pozdena, an
economist with the Federal Reserve Bank of San
Francisco: "The rhetoric has turned sharply anti;
landlord. The battle is escalating."
It's easy to see why. The National Association
of Home Builders forecasts that about 316,000 rental
c units will be built this year; down from about 396,000
last year and 469,000 in 1978. The units going up this year, the group says,
aren't even enough to replace those abandoned, destroyed or converted
i to condominiums.
Yet demand for apartments is growing. As home prices soar, more
people are forced to abandon dreams of ownership. Furthermore, many
young, childless couples who prefer city life are eager to rent. The results:
a national apartment-vacancy rate of only 570; substantially lower rates in
such cities as New York, Chicago, Washington, D.C., and Seattle, and rap-
idly rising rents.
IF RENTERS ARE UNHAPPY, they often don't have the option of
looking elsewhere. Says Richard Francis of the National Rental
Housing Council, "It's all part of the consumer movement. People
aren't willing to accept a landlord's statements anymore, and there's
a growing feeling that 'this is my place, my home, whether I rent or
own.' '
Landlords contend that rent increases and condominium conver,
slons are natural responses to the economics of apartment owning. They
say restrictions will accelerate the destruction of rental units and further
reduce the already slow pace of construction.
But tenants disagree, and they're banding together to fight. Until
recently, tenant activism focused almost entirely in New York City and a
few places in California, But now cities all over the country have tenant
groups. There's even a National Tenants Union, formed earlier this sum-
mer by 80 local organizations.
The willingness to fight starts at the bottom, where observers agree
there's plenty of support. In Arlington, Va., for instance, 170 residents of
one building In a fashionable section have joined to protest faulty air con-
ditioning and dirty grounds. "If we're going to pay this much, we want,
and expect, certain things," says Rebecca Cox, whose two-bedroom apart-
ment rents for W. Miss Cox says the group is requesting rebates and is
ready to go to court.
AT THE LOCAL AND STATE LEVELS, politicians often go along
with the tenants' demands. That's partly because there are more
tenants than landlords, but some observers see a more subtle
reason,
'fin the course of inflation, a lot of the more well•to do tenants have
become owners, almost in self-defense," says John Welcher, director of
the housing -markets program at the Urban Institute. "So you've got a'
lower-income group being tenants, which gives them a better political
hearing because they are more clearly defined."
In Seattle, for instance, where 3076 of the population rent the city
council recently passed a law that makes It more difficult for landlords to
evict tenants. Tenants also expect to have an initiative on the November
ballot which, among other things, would limit rent Increases and apart-
ment demolitions. "A year ago, when we first raised these Issues, every-
body said this couldn't be done," says Judy Kuskin, a local tenant activist.
But Seattle has a vacancy rate of 2.1%, rents have risen 6117. In the
[ast three years, and condominium conversions have been rampant. "The
Olinr the vacancy rate remains low, the higher the consciousness of the
pubSc toward the plight of the renter," says Dewey Potter, an assistant to
the city councilman sponsoring the bill.
ONSCIOUSNESS HAS BEEN RAISED to a particularly hl gh level
for condominium conversions. In the past year, dozens of ( ides,
including Washington; Evanston, III„ and Eugene, Ore., have Im-
posed moratoriums on conversions, Legislators In West Virginia
and Pennsylvania have passed laws that protect tenants from Indiscrimi-
nate conversions.
"There's noquestion that the free and easy days of developers going
In and converting bulldings on their own terms is over, at least In the
North and Eastern cities," says Robert Wittle, a real estate lawyer In
Washington, D.C.
Meanwhile, landlords are trying to pull together to stem the dde.
They are challenging some of the laws In court, and they have overturned
condominium -conversion moratoriums In Chicago; Verona. NJ., and else
where. "Developers understand that If they don't parlay their collective
strength," says Northwestern's Prof. Masotti, "they may very well be
moratoriumized out of business."
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City of Iowa Crl�y
MEMORANUUM
Date: September 5, 1980
To: Cit Council
From: Cit )Manager
Re: Pr9posal for Solid Waste Conversion Feasibility Study
Several years ago the University and the City had preliminary
conversations concerning the possibility of utilizing solid waste
for fuel in the University's power plant. Recently, because of
Federal legislation and because of questions relating to the reuse of
the existing waste water treatment plant, there have been additional
discussions concerning this matter.
The Federal government shortly will receive proposals for energy
feasibility studies, including the use of solid waste for fuel. It
is proposed that the University and the City jointly submit such a
proposal. The estimated cost of preparation of the proposal is $10-
000-$15,000. It is recommended that the City split the cost of the
project 50/50 with University. The City will fund the cost of the
study out of current operating revenues for waste collection and
disposal. This matter will be discussed at the City Council meeting
on Monday, September 8.
bj/sp
cc: Randy Bezanson
Mike Kucharzak
Rosemary Vitosh
Dale Helling
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City of Iowa Crl�y
MEMORANUUM
Date: September 5, 1980
To: Cit Council
From: Cit )Manager
Re: Pr9posal for Solid Waste Conversion Feasibility Study
Several years ago the University and the City had preliminary
conversations concerning the possibility of utilizing solid waste
for fuel in the University's power plant. Recently, because of
Federal legislation and because of questions relating to the reuse of
the existing waste water treatment plant, there have been additional
discussions concerning this matter.
The Federal government shortly will receive proposals for energy
feasibility studies, including the use of solid waste for fuel. It
is proposed that the University and the City jointly submit such a
proposal. The estimated cost of preparation of the proposal is $10-
000-$15,000. It is recommended that the City split the cost of the
project 50/50 with University. The City will fund the cost of the
study out of current operating revenues for waste collection and
disposal. This matter will be discussed at the City Council meeting
on Monday, September 8.
bj/sp
cc: Randy Bezanson
Mike Kucharzak
Rosemary Vitosh
Dale Helling
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City of Iowa Crl�y
MEMORANUUM
Date: September 5, 1980
To: Cit Council
From: Cit )Manager
Re: Pr9posal for Solid Waste Conversion Feasibility Study
Several years ago the University and the City had preliminary
conversations concerning the possibility of utilizing solid waste
for fuel in the University's power plant. Recently, because of
Federal legislation and because of questions relating to the reuse of
the existing waste water treatment plant, there have been additional
discussions concerning this matter.
The Federal government shortly will receive proposals for energy
feasibility studies, including the use of solid waste for fuel. It
is proposed that the University and the City jointly submit such a
proposal. The estimated cost of preparation of the proposal is $10-
000-$15,000. It is recommended that the City split the cost of the
project 50/50 with University. The City will fund the cost of the
study out of current operating revenues for waste collection and
disposal. This matter will be discussed at the City Council meeting
on Monday, September 8.
bj/sp
cc: Randy Bezanson
Mike Kucharzak
Rosemary Vitosh
Dale Helling
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RECEIVED SEP 519
MEARS, ZIMMERMANN & MEARS
ATTORNEYS AT LAW
PAUL HELEN ffUtLOING - SUITE 5
PHILIP S. MEARS 209 EAST WASHINGTON
IOWA CITY. IOWA 52240
RICHARD H ZIMMERMANN IOWA CITY
JULIA MEARS (319) 331-4363
September 4, 1980 SOLON
(319) a44-2012
Mayor John Balmer
City Hall
City of Iowa City
ti 10Wn City, Iowa
52240
Dear Mayor Balmer:
I have been retained by a rather
large group Of Melrose Court
residents who are opposed to tile reopening of Melrose Court to
through traffic. You are undoubtedly aware of the controversy.
MY clients are basically concerned about the safety of their
cil
ildren and the quality of the environment on a narrow resi-
dential street which, When open to through traffic, carries up
to 3,000 cars Per day. The city's engineering report seems to
indicate that the present situation is best
is considered a localMelrose Court
if Me
street. MY clients find it difficult to
IT I consider Melrose Court anything but a local street, given its
residential nature and extremely narrow width along most of
its route.
hly clients are also concerned that Councilperson Lynch's vote
in favor of tile reopening ordinance may constitute a conflict of
interest wil.ich could void the ordinance under §362.6 of The Code.
Mr. Lynches aunt has been a supporter of tile ordinance and
Mr. Lynch's aye
vote may be conferring a benefit on his relatives
Which could indirectly benefit him.
As this ordinance is opposed by a substantial majority OF Melrose
Court residents and the city's own staff,
understand this push for reopening it is difficult too , Counclieop
who indicate they favor the ordinanceThavedatenotthe satisfactorpilyic
articulated their reasons for so doin.
we couild meet with You concerning thisgpr It may p be helpful if
Council action.
oblem
rior to further
In the meantime, I have requested an Attorney General's Opinion
on Mr. Lynch's Potential
Will Petition conflict Of interest, and, if need hu,
the courts
for a temporary injunction ponding,
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Mayor Balmer
September 4, 1980
Page 2
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determination of that issue. Ilowevcr, I hope we can work out
our differences without resorting to litigation. '!'here are
perhaps compromises, which to date have not been explored. For
instance, I believe my clients would look favorably on postponing
any opening until after the widening project at Byington and
Grand Avenues is completed.
I await your response.
RZ/ac
cc: John Hayek
Sinceialy,
4—Z�.Richadmermanl
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City of Iowa City
MEMORANDUM
GATE: September 4, 1980
TO: Neal Berlin, City Manager
FROM: Linda N. Woito, Assistant City Attorney PZVI
RE: Ban on Political Advertising on City Transit; ERA Ballot Issue
1. Issue
f You have asked for a formal legal opinion as to whether
" the City may impose a complete ban on political advertising
ya on busses currently used in the Iowa City Transit System. You
also ask whether the E.R.A. ballot issue slated for the up-
coming general state election constitutes a "political issue."
2. —Conclusion
It is the conclusion of this Department that the City may
constitutionally impose a complete ban on all political adver-
tising on City busses under the First and Fourteenth Amendments
to the Constitution of the United States.
It is the further conclusion of this Department that the
proposed Equal Rights Amendment ballot issue slated for the up-
coming general state election in November constitutes a "political
issue" and is therefore barred under current policy.
3. Facts
Persons interested in the E.R.A. State ballot issue have
requested permission to purchase advertising space in order to
place a card on City busses which indicates a sample ballot as
it will appear to voters on election day, to be held November 4,
1980. The proposed card would apparently read as follows:
SUMMARY OF IOWA CONSTITUTIONAL
When the Iowa ERA goes to AMENDMENT
the voters November 4, 1980, To ensure that the state shall not deny or
the term EQUAL RIGHTS AMENDMENT restrict the equality of rights under the
will not appear on the ballot. law on the basis of gender.
The voters will be presented SHALL THE ABOVE AMENDMENT BE ADOPTED?
with the following question:
IF IF YES NO
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Iowa City has formally adopted a policy which completely bans
all political advertising on the Iowa City Transit System,
which includes both candidates and ballot issues.
4. Analysis
A. Complete Ban on Political Advertising Permissible
A similar question was presented in 1974 when the United
States Supreme Court was asked to decide whether a City's com-
plete ban on any political or public issue advertising on City
busses was a denial of free speech under the First Amendment
and on infringement of equal access to public forums under the
Fourteenth Amendment to the United States Constitution. Mr.
Lehman was a political candidate for public office in Shaker
Heights, Ohio, and attempted to purchase advertising space on
City operated busses. The City refused, citing that it had
always barred "'any political or public issue advertising."'
Lehman v. City of Shaker Heights, 418 U.S. 298 (1974). Plaintiff
Lehman sued, arguing that the City's policy was a violation of
his free speech and equal protection rights.
The United States Supreme Court held that such ban was not an
infringement of First Amendment rights since the card space
was not truly an open public forum such as a park or street
corner. Rather the bus card was more accurately a commerical
enterprise and more particularly was directed at a captive
audience. The court reasoned:
"Users would be subjected to the
blare of political propaganda.
There could be lurking doubts
about favoritism, and sticky ad-
ministrative problems might arise
in parceling out limited space to
eager politicians."
Lehman, Supra.
The Court went on:
"No First Amendment forum is here to be found. The
City consciously has limited access to its transit
system advertising space in order to minimize chances
of abuse, the appearance of favoritism, and t e risk
of _imposing upon a captive audience. emphasis added.]
Justice Douglas, concurring in the judgment was concerned about
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the privacy rights of the ridership.
"While petitioner clearly has a right to express
his views to those who wish to listen, he has no
right to force his message upon an audience in-
capable of declining to receive it. In nay view
the right of the commuters to be free from forced
intrusions on their privacy precludes the City from
transforming its vehicles of public transportation
into forums for the dissemination of ideas upon this
captive audience." ID., (J. Douglas, concurring).
B. Proposed Display of E.R.A. Ballot Issue Constitutes
Political Public Issue.
Although the current City policy is aimed primarily at
banning sale of advertising to candidates for public office,
the same analysis applies to a ban on political public issues
as well. See Lehman, sr pro. In other words, the City may ban
all political advertising whether in support of or against a
candidate or a political issue.
As to whether the proposed E.R. A. November ballot choice is
a "political issue," suffice it to say that a contrary conclusion
would be strained indeed and in direct conflict with the plain
meaning of the word. Under ordinary rules of construction, courts
first look to the plain meaning of words. Since the proposed
state amendment has specifically been placed on the November
ballot pursuant to the proposed federal Equal Rights Amendment,
it would be difficult to reach a conclusion other than that the
E.R.A. ballot is truly a "political issue."
In addition the State campaign finance disclosure requirements
under Chapter 56 lend weight to this conclusion by analogy. The
E.R.A: group would clearl be a "political committee" under Section
56.1(6), Code of Iowa 1979) since the group is organized
"...for the purpose of supporting or opposing
a candidate for public office or ballot issue."
In sum, the City may constitutionally ban all political
advertising on transit busses and the proposed E.R.A. ballot
is clearly a political issue.
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the privacy rights of the ridership.
"While petitioner clearly has a right to express
his views to those who wish to listen, he has no
right to force his message upon an audience in-
capable of declining to receive it. In nay view
the right of the commuters to be free from forced
intrusions on their privacy precludes the City from
transforming its vehicles of public transportation
into forums for the dissemination of ideas upon this
captive audience." ID., (J. Douglas, concurring).
B. Proposed Display of E.R.A. Ballot Issue Constitutes
Political Public Issue.
Although the current City policy is aimed primarily at
banning sale of advertising to candidates for public office,
the same analysis applies to a ban on political public issues
as well. See Lehman, sr pro. In other words, the City may ban
all political advertising whether in support of or against a
candidate or a political issue.
As to whether the proposed E.R. A. November ballot choice is
a "political issue," suffice it to say that a contrary conclusion
would be strained indeed and in direct conflict with the plain
meaning of the word. Under ordinary rules of construction, courts
first look to the plain meaning of words. Since the proposed
state amendment has specifically been placed on the November
ballot pursuant to the proposed federal Equal Rights Amendment,
it would be difficult to reach a conclusion other than that the
E.R.A. ballot is truly a "political issue."
In addition the State campaign finance disclosure requirements
under Chapter 56 lend weight to this conclusion by analogy. The
E.R.A: group would clearl be a "political committee" under Section
56.1(6), Code of Iowa 1979) since the group is organized
"...for the purpose of supporting or opposing
a candidate for public office or ballot issue."
In sum, the City may constitutionally ban all political
advertising on transit busses and the proposed E.R.A. ballot
is clearly a political issue.
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City of Iowa chr,
= MEMORANDUM
Date: September 5, 1980
To: City Manager and City Council
From: Hugh Mose, Transit Manager E; Z.
i
v
Re: Political Advertising in Buses
In an effort to determine the current status of political advertising
on transit buses in other Iowa cities, we conducted a telephone
survey. The results are as follows:
1. Des Moines Both interior and exterior advertising is
sold; paid political advertising is
accepted.
2. Cedar Rapids No advertising on buses.
3. Waterloo No exterior advertising; interior
advertising is provided as a public service
only. No political advertisements are
accepted.
4. Dubuque Outside bus advertising is sold; inside
advertising is public service only.
Respondent indicated that political
advertising "probably" 'would .not ' be
accepted.
5. Davenport Exterior advertising is sold; interior
advertising is for public service
announcements only. Respondent was not
aware of any restrictions on advertising,
political or otherwise.
6. Burlington Buses carrying both interior and exterior
advertising. Respondent indicated that
political ads "probably" would not be
accepted.
7. Council Bluffs Both interior and exterior bus advertising I
is sold. Nothing controversial is
accepted; Respondent said political ads
would be "doubtful".
i
8. Sioux City Buses carry no advertising at all.
Conversations with :representatives of several transit advertising
agencies revealed that most larger cities do accept political
advertising. For instance, Madison, Wisconsin, has for the past
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City of Iowa chr,
= MEMORANDUM
Date: September 5, 1980
To: City Manager and City Council
From: Hugh Mose, Transit Manager E; Z.
i
v
Re: Political Advertising in Buses
In an effort to determine the current status of political advertising
on transit buses in other Iowa cities, we conducted a telephone
survey. The results are as follows:
1. Des Moines Both interior and exterior advertising is
sold; paid political advertising is
accepted.
2. Cedar Rapids No advertising on buses.
3. Waterloo No exterior advertising; interior
advertising is provided as a public service
only. No political advertisements are
accepted.
4. Dubuque Outside bus advertising is sold; inside
advertising is public service only.
Respondent indicated that political
advertising "probably" 'would .not ' be
accepted.
5. Davenport Exterior advertising is sold; interior
advertising is for public service
announcements only. Respondent was not
aware of any restrictions on advertising,
political or otherwise.
6. Burlington Buses carrying both interior and exterior
advertising. Respondent indicated that
political ads "probably" would not be
accepted.
7. Council Bluffs Both interior and exterior bus advertising I
is sold. Nothing controversial is
accepted; Respondent said political ads
would be "doubtful".
i
8. Sioux City Buses carry no advertising at all.
Conversations with :representatives of several transit advertising
agencies revealed that most larger cities do accept political
advertising. For instance, Madison, Wisconsin, has for the past
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seven years accepted political advertising. This advertising is not
solicited but it will be accepted if paid for in advance. It should
also be noted, however, that the Madison advertising agent tries to
avoid controversial issues; at the present time he indicated that he
would not accept any advertising relating to abortion, although he
recognizes that if someone fought the issue, he would likely lose.
Because our advertising agent recently resigned, and we are not yet
prepared to begin selling exterior advertising, we do not currently
have any paid advertisers using the buses. We do, however, have a
large number of public service announcements which are posted on the
internal advertising racks. We expect to resume selling both
interior and exterior bus advertising by the end of the month.
Under our former advertising contract, we accepted any
advertisements that were "in good taste" and were not of a political
nature. This language was written into our first advertising
contract in 1976. At a later date, the prohibition against political
advertising was deleted, but at the Council's request the political
prohibition was reinstated in 1978. Although the market for paid
interior bus advertising has never been particularly good, the ads
that have been sold have always been of acceptable "good taste".
Our policy on public service announcements is to place them free of
charge as time and space permit. Our only conditions on these
announcements are that they fit the advertising rack and be readable
and in good taste. We do not accept bus cards that seem to have a
commercial interest, nor do we accept notices of a religious nature.
As we finalize our preparations for the sale of exterior bus
advertising, we will develop a complete advertising policy to guide
us and our potential advertisers. This policy will closely parallel
the informal guidelines under which we have been selling advertising
and accepting public service announcements, except as directed
otherwise by City Council.
Linda Woito, Assistant City Attorney, is preparing a legal opinion
which is presented in a separate memorandum.
bc5/5
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seven years accepted political advertising. This advertising is not
solicited but it will be accepted if paid for in advance. It should
also be noted, however, that the Madison advertising agent tries to
avoid controversial issues; at the present time he indicated that he
would not accept any advertising relating to abortion, although he
recognizes that if someone fought the issue, he would likely lose.
Because our advertising agent recently resigned, and we are not yet
prepared to begin selling exterior advertising, we do not currently
have any paid advertisers using the buses. We do, however, have a
large number of public service announcements which are posted on the
internal advertising racks. We expect to resume selling both
interior and exterior bus advertising by the end of the month.
Under our former advertising contract, we accepted any
advertisements that were "in good taste" and were not of a political
nature. This language was written into our first advertising
contract in 1976. At a later date, the prohibition against political
advertising was deleted, but at the Council's request the political
prohibition was reinstated in 1978. Although the market for paid
interior bus advertising has never been particularly good, the ads
that have been sold have always been of acceptable "good taste".
Our policy on public service announcements is to place them free of
charge as time and space permit. Our only conditions on these
announcements are that they fit the advertising rack and be readable
and in good taste. We do not accept bus cards that seem to have a
commercial interest, nor do we accept notices of a religious nature.
As we finalize our preparations for the sale of exterior bus
advertising, we will develop a complete advertising policy to guide
us and our potential advertisers. This policy will closely parallel
the informal guidelines under which we have been selling advertising
and accepting public service announcements, except as directed
otherwise by City Council.
Linda Woito, Assistant City Attorney, is preparing a legal opinion
which is presented in a separate memorandum.
bc5/5
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City of Iowa Cit
MEMORANDUM
Date: August 28, 1980
To: City Council
From: Dave Daley
Re: Compressed Natural Gas as an Alternative Motor Fuel
For several months we have been investigating the use of compressed
natural gas to fuel our high mileage, gasoline powered units, particularly
Police squad cars.
The advantages of conversion are obvious; a quantity of natural gas
equivalent to a gallon of lead-free gasoline can be pumped into a car for
about 41 cents. At $1.21 per gallon for lead-free gas, this amounts to
roughly a $50,000 savings in fuel cost over one year on 18 selected
vehicles.
The disadvantages are equally obvious; the system is expensive to put in.
The filling station equipment and on -vehicle storage tanks for 18 vehicles
will cost about $65,000 with installation. In other words it would "pay
off" in about 16 months. '
Attached are proposals from the only two suppliers of this equipment of
which I have knowledge. Dual Fuels, Inc., Montebello, California quoted
their system at $75,359. The Gas Service Energy Corporation from Kansas
City quoted theirs at $48,690.
After discussion with the Finance Director, I am proposing that we
purchase the Gas Service Energy package and pay for the installation by
"borrowing" from our Equipment Replacement Reserve Fund. During the
initial period of ownership, I would charge the users full unleaded gas
price and use the 79 cent per gallon differential to pay back the reserve
fund until all the initial cost had been recouped. At that time, I would
reduce their cost to the actual price of the product.
Compressed natural gas conversions are safe, proven alternatives to
foreign oil. A number of fleets in this country have used it since the
early 1970's and it has been used much longer than that in Europe. With
your approval, we can put Iowa City right out in front on alternative
fuels.
bdwl/5
cc: City Manager
Finance Director
Police Chief
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City of Iowa Cit
MEMORANDUM
Date: August 28, 1980
To: City Council
From: Dave Daley
Re: Compressed Natural Gas as an Alternative Motor Fuel
For several months we have been investigating the use of compressed
natural gas to fuel our high mileage, gasoline powered units, particularly
Police squad cars.
The advantages of conversion are obvious; a quantity of natural gas
equivalent to a gallon of lead-free gasoline can be pumped into a car for
about 41 cents. At $1.21 per gallon for lead-free gas, this amounts to
roughly a $50,000 savings in fuel cost over one year on 18 selected
vehicles.
The disadvantages are equally obvious; the system is expensive to put in.
The filling station equipment and on -vehicle storage tanks for 18 vehicles
will cost about $65,000 with installation. In other words it would "pay
off" in about 16 months. '
Attached are proposals from the only two suppliers of this equipment of
which I have knowledge. Dual Fuels, Inc., Montebello, California quoted
their system at $75,359. The Gas Service Energy Corporation from Kansas
City quoted theirs at $48,690.
After discussion with the Finance Director, I am proposing that we
purchase the Gas Service Energy package and pay for the installation by
"borrowing" from our Equipment Replacement Reserve Fund. During the
initial period of ownership, I would charge the users full unleaded gas
price and use the 79 cent per gallon differential to pay back the reserve
fund until all the initial cost had been recouped. At that time, I would
reduce their cost to the actual price of the product.
Compressed natural gas conversions are safe, proven alternatives to
foreign oil. A number of fleets in this country have used it since the
early 1970's and it has been used much longer than that in Europe. With
your approval, we can put Iowa City right out in front on alternative
fuels.
bdwl/5
cc: City Manager
Finance Director
Police Chief
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A GAS SERVICE ENERGY COIZppRATION
() 2460 PERSHING ROAD/KANSAS CITY MISSOUR164108/(816) 221-4765
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Mr. Dave Daley
1.
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A GAS SERVICE ENERGY COIZppRATION
() 2460 PERSHING ROAD/KANSAS CITY MISSOUR164108/(816) 221-4765
a
August 19, 1980
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Mr. Dave Daley
City of Iowa City, Iowa
r
1200 South Riverside
7
i
Iowa City, Iown 52240
Dear Mr. Daley:
We are pleased to submit tilts proposal to furnish equipment and technical
assistance that
1,
will enable you to convert 18 vehicles to operate on Compressed
Natural Cas as an engine fuel. The
proposal is predicated on certain information
that you have provided regarding the type and
operation of vehicles in your
fleet as outlined in Exhibit I, excepting,
we have considered your squad cars
as averaging 50 miles shift
per at 12 mileser
P Ballon due to your purchasing
of new, more efficient squad
cars,
Specifically, Gas Service Energy Corporation will provide
"
all necessary equip-
ment (conversion kit, with 2 - 380cf cylinders per kit, racks, tubing,
and valves) to
gauges
convert the L8 vehicles listed in Exhibit I to operate on
Compressed Natural. Gas
and Gasoline. Additionally, it will provide all the
necessary refueling equipment (1 - 17
scfm compressor, 2 - 12 cylinder quick
fill storage cascades, one quick fill control
panel with associated hoses and
valves, and parts and material for 2 - 4 -position slow fill
posts) to refuel
I'll" 1M vehicles, The system has been designed to permit the squad
at each
cars to refuel
shift change and to permit the crew trucks to slow fill from 3;30
to 7;00 A.M.
P.M,
The price of all the above is $48,690.. Said price is FOB our dock
in Kansas City and does
not include any applicable taxes. Terms of payment are
net 10 days, date invoice All
of the above listed equipment will he available
by the end of September. .
Gas Service Energy Corporation will provide technical assistance as follows:
Provide training at its facilities in Kansas City on vehicle conversion
and refueling systems
maintenance for 2 Iown City, Town, technicians.
Transportation and lodging expenses
are to be assumed by Iowa city,
Provide supervision at Iowa City's facility during initial lnstallntinn
and start-up of the
refueling system to ensure safety devices nen
operating properly and
pressures are being maintained and delivered.
Additionally, instruct Iowa City's drivers
in the safety and operation
of CNG vehicles.
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Mr. Dave Daley Page 2 August 19, 1980
All equipment will be warranted to be free from defects in material and
workmanship under normal use and service for a period of six (6) months
from the date of shipment
Electric service required for the compressor's 15 H.P. motor (11KW) is 38.4 amps
for 230 volts. Natural gas service required is 1020 cubic feet per hour with a
minimum inlet pressure at the compressor of 7 inches water column and maximum
of 5 psig.
We look forward to working with you on this project. Should you have any
questions, please call. In any event, should you find the above acceptable,
please indicate so in the space provided below.
Very truly -yours,
JAMES R. STUCK
Manager, Marketing
JRS:pt
AGREED AND ACCEPTED
THIS DAY OF , 1980.
8Y
TITLE
MICROFILMED BY
JORM MICR+LA6
CEDAR RAPIDS • DES MOINES
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Mr. Dave Daley Page 2 August 19, 1980
All equipment will be warranted to be free from defects in material and
workmanship under normal use and service for a period of six (6) months
from the date of shipment
Electric service required for the compressor's 15 H.P. motor (11KW) is 38.4 amps
for 230 volts. Natural gas service required is 1020 cubic feet per hour with a
minimum inlet pressure at the compressor of 7 inches water column and maximum
of 5 psig.
We look forward to working with you on this project. Should you have any
questions, please call. In any event, should you find the above acceptable,
please indicate so in the space provided below.
Very truly -yours,
JAMES R. STUCK
Manager, Marketing
JRS:pt
AGREED AND ACCEPTED
THIS DAY OF , 1980.
8Y
TITLE
MICROFILMED BY
JORM MICR+LA6
CEDAR RAPIDS • DES MOINES
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_
EXHIBIT I
COMPANY NAME CITY OF IOWA CITY TYPE BUSINESS Municipal Government _
ADDRESS 1200 S. Riverside, Iowa City STATE Iowa ZIP 52240
FORM PREPARED BY Dave Daley PHONE 319-354-1253
Number in Fleet Average Number of Vehicles
Type of Engine Number in Using Miles per Daily Gasoline Number of Days Requiring
Vehicle Size Fleet Regular No Lead Gallon Usage Used/Month Quick Fill Time Fill
Squad Car 350 10 10 10.13 152 31 10 v
Crew Trucks 292-366 8 8 6.55 38 21 8
TOTALS 18 8 10 190 10 8
t
TOTAL GASOLINE UZRD PER MONTH 5510 (Gallons)
COST OF GASOLINE $ 1.20 PER GALLON (includes State, Ci
Federal Taxes) COST OF NATURAL GAS PER 100 CF .31
FREQUENCY OF OIL CHANGES 4500 MILES. SPARK PLUG CHANGES VARIES MILES.
i
DO VEHICLES RETURN TO CENTRAL LOCATION DAILY? K YES NO
MICROFILMED BY
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CEDAR RAPIDS • DES MOINES
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Sout/e illver�ir/s
Iowa 52240
DUAL FUEL
C. L. "Chuck" Fogerberg, Sr.
2718 17th Street Road
Greeley, Colorado 80631
(303) 356.2233
Jubt 25, 17,Y0
11
3; &UM 84. DuF.ril;
1) I
rncfo4nsl /r�¢tai.t/f l4 mt tuvl (i,bl rinu•^.r/blb as oa10 Sr/ffel Ceti, ere/B(keb) Tiueks to ubr.yNrd'ielzctnC(0116) /o.¢ Act. rzGnurbz
firo,
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J7ased on the Poet cfjlwutnption AguwA &,at ynee /torte ffiurn me, I
ren 4ty;r/esf lrt(t thn 1-d'S racC StaLi on. �nn fou z tr4e. T l>; y/st
cm
has 3 co4credr6, with a r/zm -r &w of 72 naeeon.6oa
nu:th a 2acozjcV. time o/' 5.5 hofus. Thr_ 4r rel c� rpu� ��PPinr/
Herz 4 rift a u/ Jl r crzrit tJ LCh4 nz�iteCrd F
, Wt caCIL nlrtnt �cLiImn mp-
JuuLP.nnb
all.rnnnnn 4/ri.lt. raith tluz 4rluacl cars, t/zn�e 41i"41i"2e anpf::rLimp-_ ns
t 1 cannar s4o z to arp(acp the luo.t a4 1111T. . o4 hone rrlerlratr. �aeC
VIP. nzirinir7ht 4hi t,
* Amp lac^ Sy4trm4 ff4e the IrzrleuoV-Pitted Comprzas40rrs. Thad hrfete
n12PJ/ eamp1r.}JO1z that ha4 rllvrvz da.(_i.�/Uet,tru./ 4nJuti co. that
i.4 rxneetml mi.fh lire 4y4tcm. The canprsu/ ha4 trusted, and .ice tnstlnvt
thnr ma/,:a,, nl ctmtpnee4ons Wrt nonet to VU -3 darn, hmta prutrtad ezLer/-
rutty &I thri.a pe2.jponmaiva rxcapt Ii: L' vnpzr son rh. IR eutimatu tlrrrt
Via ca1q2rA4a4. 411nrl Gil parz/.'oroa meb'. /orz 10 Ln 721000 lraur y C.rzjon.e
mra,lri2 wnn/a i4 netvletl. liwvl. have, e-tum,(Lefj that 4LarrduruL r,tlmn preo-
prizejy mf4W &ttiuc4 T/zip i.1 uriut impnatruct I'vie z con4ir/rizlrv/ a
t_rvupn ,6,3pd Nat'. ilme Grr4 4,Js#rm,
Jou wiCC note Utat .Ura 4im17pe par/C.ac/, It I/netrz 4ystom is 1.45 yrluv,
C"erl nrr ltrlull4 0,6arrd (/ft4oPirze ca4t 5,
Z /tope oruz cornprtyl mryl a64izt Boum citj/ J.rz powvU:1rr/. I/rutn Iututu
�tteC r mLd. I/ Unu rrn�d 1trun
vdjU?,z inloab:rwi, p?ertyr. contact me.
I am U460 rwaefmbi / com.*CA 01 °cheers to the Citi/ ftp 70.6a, UM..a,,
4nnt C!/ tJVO o/ ocuz Cocae �dar_tz that use l7/G. Tlzi4 mru/ a0sn hn_Pp
!lore In sa_efnrl otJrr�s uichM o/Corti duat rlm. Sasirtns.
Slnr�rw_ru,/,
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DUAL FUEL PRODUCTS, INC.
A Subsidiary of Pacific Lighting Corporation
1120 South Maple Ave., Montebello, California 90640
Mailing Address: Box 3249 Terminal Annex, Los Angeles, California 90051
ECONOMIC AND COST ANALYSIS
FOR
CITY (11 I(R/I CITY, IUJA
1200 S01ift, 1uvrr;SI1j1_-
IWA (1TY, lam
511.40
I. Description of Fleet: 10 Squ&d Cain
8 Cw-w T/zuch s
II. Fuel Consumption Analysis:
GASOLINE:1=' vehicles at 1`S'9 al/day X 5 days/week
/
--
X 52 weeks�L��al/year 16u,aC Cna,3umpLLO/t
GG, 111E gallons at $0.1,20gallon =
i.
1
CNG:iZ, 11IL Units at equivalent cost $0._4j_/gal. _
1
Loear GVG peel 100 ra TT ,31p pQu.S • jO0 Leec%,
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ESTIMATED ANNUAL FUEL SAVINGS.... , . , , . , , • , • • , , ,
ji
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DUAL FUEL PRODUCTS, INC.
A Subsidiary of Pacific Lighting Corporation
1120 South Maple Ave., Montebello, California 90640
Mailing Address: Box 3249 Terminal Annex, Los Angeles, California 90051
ECONOMIC AND COST ANALYSIS
FOR
CITY (11 I(R/I CITY, IUJA
1200 S01ift, 1uvrr;SI1j1_-
IWA (1TY, lam
511.40
I. Description of Fleet: 10 Squ&d Cain
8 Cw-w T/zuch s
II. Fuel Consumption Analysis:
GASOLINE:1=' vehicles at 1`S'9 al/day X 5 days/week
--
X 52 weeks�L��al/year 16u,aC Cna,3umpLLO/t
GG, 111E gallons at $0.1,20gallon =
1
CNG:iZ, 11IL Units at equivalent cost $0._4j_/gal. _
w
1
Loear GVG peel 100 ra TT ,31p pQu.S • jO0 Leec%,
$ 27, 10%,10
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DUAL FUEL PRODUCTS, INC.
A Subsidiary of Pacific Lighting Corporation
1120 South Maple Ave., Montebello, California 90640
Mailing Address: Box 3249 Terminal Annex, Los Angeles, California 90051
ECONOMIC AND COST ANALYSIS
FOR
CITY (11 I(R/I CITY, IUJA
1200 S01ift, 1uvrr;SI1j1_-
IWA (1TY, lam
511.40
I. Description of Fleet: 10 Squ&d Cain
8 Cw-w T/zuch s
II. Fuel Consumption Analysis:
GASOLINE:1=' vehicles at 1`S'9 al/day X 5 days/week
--
X 52 weeks�L��al/year 16u,aC Cna,3umpLLO/t
GG, 111E gallons at $0.1,20gallon =
$ 79, 34 4, 0(i
CNG:iZ, 11IL Units at equivalent cost $0._4j_/gal. _
Loear GVG peel 100 ra TT ,31p pQu.S • jO0 Leec%,
$ 27, 10%,10
ESTIMATED ANNUAL FUEL SAVINGS.... , . , , . , , • , • • , , ,
$ 52, 234, ;;(1
ESTIMATED MONTHLY FUEL SAVINGS .. . ....... . . . . . . • , •
• , • $ 4,352. 70
III. Vehicle Conversion Equipment:
A. L`S — Model 1.25 Conversion Kits
........ . .. . . . . . • , , • , ,
3�
$
B. — Department of Transportation approved cylinders,
Including brackets, manifolding, manual shut-off
valves, vapor sealing and related miscellaneous
equipment..............................................
$
C. Total Conversion Equipment Price viral , , , , , • , , • , •
$
TWX: 910.321.3946 CABLE •PACLIGHT Los Angelo,,
m.dn rnmmQ co
MICROFILMED BY
JORM MICR+LA13
CEDAR RAPIDS • DES MOINES
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DUAL FUEL SYSTEMS INC. A Subsidiary of Pacific Lighting Corporation
•2•
IV. Refueling Station Equipment:
1-85 IR faun teJenrc taWl 3 cahca*!A - 5.5 11"A necouaiuli
$rrprr,Lllai ContaoF !'lieu with 2 hoern
PH 3c. iii,
50,263.00
400.00
Total Refueling Station Equipment Price ................................ $ 50, 663.00
V.Total Cost for Equipment ............................................. $ 75,359.00
. o A'X91YOXUVWX............................................. $
Net Equipment Price ................................................ $ 751359.00
Vi. Coordinate refueling system installation and complete
start-up and check-out system ........................................ $ NIC
TOTAL PROGRAM COST ............................................. $ 75,359.00
MONTHLY SAVINGS ................................................ $ 41352.90
Simple payback on investment is 1.45 years. All prices are F.O.B.
Montebello, California.
&NIT r1fX'e1 M will apply if purchased within sixty days from date of this
proposal. Prices will be those in effect at time of delivery.
Customer to provide non-recoverable items, concrete slab, wiring into
compressors with related junction box and circuittped�bryatural gas service
line, and protective barricades. (Estimated cost: ' 1
Duae rtw.L wtP.P- /uv r i 2 weeh4 t4a&un!1 at ermnun{1 nG.roet & 1'Irr tolSr.?Go,
CaW o ni.u, Orstomen to Au1 Li sh Aiajuae, L064y- rut unrL Pioat&.
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MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
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DUAL FUEL SYSTEMS INC. A Subsidiary of Pacific Lighting Corporation
•2•
IV. Refueling Station Equipment:
1-85 IR faun teJenrc taWl 3 cahca*!A - 5.5 11"A necouaiuli
$rrprr,Lllai ContaoF !'lieu with 2 hoern
PH 3c. iii,
50,263.00
400.00
Total Refueling Station Equipment Price ................................ $ 50, 663.00
V.Total Cost for Equipment ............................................. $ 75,359.00
. o A'X91YOXUVWX............................................. $
Net Equipment Price ................................................ $ 751359.00
Vi. Coordinate refueling system installation and complete
start-up and check-out system ........................................ $ NIC
TOTAL PROGRAM COST ............................................. $ 75,359.00
MONTHLY SAVINGS ................................................ $ 41352.90
Simple payback on investment is 1.45 years. All prices are F.O.B.
Montebello, California.
&NIT r1fX'e1 M will apply if purchased within sixty days from date of this
proposal. Prices will be those in effect at time of delivery.
Customer to provide non-recoverable items, concrete slab, wiring into
compressors with related junction box and circuittped�bryatural gas service
line, and protective barricades. (Estimated cost: ' 1
Duae rtw.L wtP.P- /uv r i 2 weeh4 t4a&un!1 at ermnun{1 nG.roet & 1'Irr tolSr.?Go,
CaW o ni.u, Orstomen to Au1 Li sh Aiajuae, L064y- rut unrL Pioat&.
41/
C. Zr LR , S2. //
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MICROFILMED BY
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CEDAR RAPIDS • DES MOINES
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', City of Iowa CIY`,
MEMORANDUM
Date: September 5, 1980
To: City Manager and City Council
From:
Rosemary Vitosh,
Director
of Finance
k�l
Re:
6/30/80 Financial
Status -
Enterprise
Funds
The attached financial statements provide information for the City's
Enterprise Funds in FY80 and updated budget projections for FY81.
PARKING SYSTEMS OPERATIONS
In FY80, funds were not transferred from the parking system to the
ramp construction capital project fund. This transfer will be made
in FY81 as shown under the FY81 revised budget. It should be noted
that the projected parking revenue in the FY81 revised budgetis
based on the premise that the new shopping mall will be opened in
late October, 1980. If this opening does not occur, the revenue from
the Capitol Street Ramp would be much lower than projected and it
would be possible that the General Fund would need to subsidize the
parking systems operations in FY81.
WATER OPERATIONS
The FY81 receipt budget for charges for services has been decreased.
In the past, revenues have increased at an average of 8% annually.
This increase did not occur in FY80 and is not expected again in FY81'
due to the fact that new construction is down and water users appear
to be conserving in the amount of water that they now use. It had
been anticipated that a rate increase would be needed in FY83.
Because of the new lower revenue projections, further analysis will
be done in this fiscal year to determine if'a rate increase should
instead occur in FY82.
POLLUTION CONTROL OPERATIONS
The FY81 receipt budget for charges for services has also been
decreased in Pollution Control. The transfers out' have been
increased by $200,000 to provide for a transfer to the capital
project construction funds for the Wastewater Treatment Plant. An
analysis will be done in the current fiscal year to determine when it
will be necessary to increase sewer rates. An increase is needed to
finance the construction costs of both the River Corridor Trunk Sewer
and the Wastewater Treatment Plant. It is anticipated that an
increase will be needed in FY82.
LANDFILL OPERATIONS
The revenue from landfill charges in FY80 was somewhat higher than
What had originally been projected. Therefore, the FY81 receipt
MICROFILMED BY
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CEDAR RAPIDS DES MOINES
MICROFILMED BY
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CEDAR RAPIDS • DES MOINES
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CEDAR RAPIDS • DES MOINES
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budget has been revised upward. The capital outlay figure in the
FY81 budget will be reduced since the excavation budgeted for in FY81
was actually completed and the majority of it paid for in FY80. The
current landfill rate was anticipated to provide sufficient funding
;'
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for the landfill operations thru FY84. Those projections were based
y
on an anticipated increase in cost of 10% annually. Because the
inflationary rate has averaged much higher than 10%, it will probably
#
be necessary for a rate increase in either FY83 or FY84.
41
REFUSE COLLECTION OPERATIONS
04
The revenues for charges for services were higher in FY80 than
originally projected. Therefore the FY81 budget figure has been
revised upward and it is anticipated that there will be a fund
balance of approximately $10,000 at the end of FY81. This fund
balance could then be applied to funding of FY82 operating costs.
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PARKING SYSTEMS - OPERATIONS
FY80 BUDGET VS. ACTUAL
FY81 BUDGET
RECEIPTS
Parking Fines
Interest Income
Rentals
Parking Revenue
Miscellaneous Revenue
Transfers -In
TOTAL
EXPENDITURES
Personal Services
Commodities
Services & Charges
Capital Outlay
Debt Service
Transfers -Out
Prior Year Encumbrances
TOTAL
RECEIPTS OVER EXPENDITURES
BEGINNING BALANCE
ENDING BALANCE
FY80 FY80
BUDGET ACTUAL
$ 110,000
$ 126,210
175,000
213,791
3,900
3,960
435,616
414,496
--
746
$ 724,516 $__ 759,203
FY 81 FY81
ORIGINAL REVISED
BUDGET BUDGET
$ 122,500 $ 122,500
50,000
50,000
3,900
3,900
556,700
612,200
1,840
22,000
$ 734,940
$ 97,881
$ 60,168
$ 260,792
$ 240,000
4,375
3,232
13,725
13,725
46,833
38,563
163,935
163,935
15,000
24,166
19,189
7,556
1,633,159
191,186
763,188
.2,329,320
--
251
--
--
$1,797,248
$ 317,566
$1,220,829
$ 2,754,536
$ 441,637
$(1,943,936)
1,523,728
$1,965,365
1,965,365
MICROFILMED BY
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CEDAR RAPIDS • DES MOINES
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35,000
;m
72,250
8
$1,536,950
51,505,369
596,850
595,417
--
39,614
$ (191,467)
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WATER OPERATIONS
FY80 BUDGET VS. ACTUAL
FY81 BUDGET
RECEIPTS
Charges for Services
Interest Income
Miscellaneous Revenue
TOTAL
EXPENDITURES
Personal Services
Commidities
Services & Charges
Capital Outlay
Transfers -Out
Prior Year Encumbrances
TOTAL
RECEIPTS UNDER EXPENDITURES
BEGINNING BALANCE
ENDING BALANCE
FY80 FY80
BUDGET ACTUAL
$1,429,700
$1,383,616
35,000
37,062
72,250
84,691
$1,536,950
51,505,369
$ 353,133
$ 339,283
180,350
106,511
262,591
257,424
231,950
214,639
596,850
595,417
--
39,614
$1,624,874 $1,552,868
$ (47,519)
321,033
$ 273,514
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
FY81
FY81
ORIGINAL
REVISED
BUDGET
BUDGET
$1,605,700
$ 1,460,000
35,000
35,000
76,250
76,250
$1,716,950
$ 1,571,250
$ 422,676
$ 422,676
176,550
176,550
327,438
327,438
266,798
266,798
569,255
569,255
$ 1,762,717
$ 1,762,717
$ (191,467)
273,514
$ 82,047
M
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POLLUTION CONTROL - OPERATIONS
FY80 BUDGET VS. ACTUAL
FY81 BUDGET
RECEIPTS
Charges for Services
Interest Income
Miscellaneous Revenue
TOTAL
EXPENDITURES
Personal Services
Commodities
Services & Charges
Capital Outlay
Transfers -Out
Prior Year Encumbrances
TOTAL
RECEIPTS UNDER EXPENDITURES
BEGINNING BALANCE
ENDING BALANCE
FY80 FY80
BUDGET ACTUAL
$ 887,150 $ 877,167
30,000 69,532
6,100 5,512
$ 923,250 $ 952,211
$ 290,140
$ 274,041
64,855
30,684
164,132
168,322
s
1,437
587,752
504,091
--
__ 5,964
,
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POLLUTION CONTROL - OPERATIONS
FY80 BUDGET VS. ACTUAL
FY81 BUDGET
RECEIPTS
Charges for Services
Interest Income
Miscellaneous Revenue
TOTAL
EXPENDITURES
Personal Services
Commodities
Services & Charges
Capital Outlay
Transfers -Out
Prior Year Encumbrances
TOTAL
RECEIPTS UNDER EXPENDITURES
BEGINNING BALANCE
ENDING BALANCE
FY80 FY80
BUDGET ACTUAL
$ 887,150 $ 877,167
30,000 69,532
6,100 5,512
$ 923,250 $ 952,211
$ 290,140
$ 274,041
64,855
30,684
164,132
168,322
51500
1,437
587,752
504,091
--
__ 5,964
$1,112,379 $ 984,539
$ (32,328)
595,635
$ 563,307
FY81
FY81
ORIGINAL
REVISED
BUDGET
BUDGET
$ 926,900 $ 910,000
35,000 40,000
6,100 6,100
$ 968,000 956,100
$ 334,371 $ 334,371
42,100
42,100
195,412
195,412
12,288
12,288
432,823
632,823
$1,016,994 $ 1,216,994
$ (260,894)
563.307
$ 302,413
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
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RECEIPTS
Charges for Services
Interest Income
Miscellaneous Revenue
TOTAL
EXPENDITURES
Personal Services
Commodities
Services & Charges
Capital Outlay
Transfers -Out
Prior Year Encumbrances
TOTAL
RECEIPTS OVER (UNDER)
EXPENDITURES
BEGINNING BALANCE
ENDING BALANCE
LANDFILL OPERATIONS
FY80 BUDGET VS. ACTUAL
FY81 BUDGET
FY81 FY81
FY80 FY80 ORIGINAL REVISED
BUDGET ACTUAL BUDGET BUDGET
$ 341,700 $ 353,395 $ 341,700 $ 350,000
-- 7,255 -- 11000
-- 66
$ 341,700 $ 360,716 $ 341,700 351,000
$ 84,426
$ 80,249
$ 118,171
$ 118,171
12,150
6,220
12,960
12,960
57,189
62,316
85,002
105,002
90,250
90,250
161,268
71,268
95,120
103,630
56,858
56,858
--
1,058
$ 339,135 $ 343,723 $ 434,259 $ 364,259
$ 16,993 $ (13,259)
13,473 30,466
$ 30,466 $ 17,207
MICROFILMED BY
JORM MIC R+LAB
CEDAR RAPIDS • DES MOINES
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MICROFILMED BY
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CEDAR RAPIDS - DES MOINES ]
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REFUSE
COLLECTION
OPERATIONS
FY80
BUDGET VS.
ACTUAL
FY81 BUDGET
FY81
FY81
FY80
FY80
ORIGINAL
REVISED
BUDGET
ACTUAL
BUDGET
BUDGET
RECEIPTS
Charges for Services
$ 240,000
$
253,210
$
240,000
$
250,000
Miscellaneous Revenue
178
Transfers -In
188,063
157,316
160,697
160,697
TOTAL
$ 428,063
$
410,704
$
400,697
$
410,697
EXPENDITURES
Personal Services
$ 168,516
$
173,647
$
168,791
$
168,791
Commodities
2,483
2,724
1,300
1,300
Services & Charges
155,862
152,219
163,181
163,181
Capital Outlay
45,192
45,192
Transfers -Out
101,326
82,116
22,358
22,358
Prior Year Encumbrances
122
TOTAL
428,187
$
410,828
400,822
$
400,822
RECEIPTS UNDER EXPENDITURES
$
(124)
$
9,875
BEGINNING BALANCE
124
ENDING BALANCE
-0-
9,875
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS - DES MOINES ]
17-e7
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City of Iowa CYy
MEMORANDUM
Date: August 29, 1980
To: City Manager and City Council
i
From: Lyle Seydel !/)
Re: Claims for damage and process for identifying and excluding
tenants who have caused damage
1. Before addressing the subject it is essential to understand one of
the primary reasons for converting or changing the rental assistance
program from Section 23 Leased Housing to the Section 8 Housing
Assistance program. Under the Section 23 program the P:H.A. leased
the unit from the owner and sub -leased the unit to an eligible
family. As primary leaseholder the P.H.A. was responsible to the
owner for damage beyond normal wear and tear. In effect the P.H.A.
became a property manager and was required to restore the unit to its
condition at time of leasing. The P.H.A. passed this responsibility
to the tenant however many skipped leases and there was no way to
economically pursue them through court actions. As a result, the
P.H.A. was left holding the bag and nationwide this became a very
costly program. Under Section 8 the eligible family is the
leaseholder and is responsible to the owner just like any other
tenant. To offset this negative factor the P.H.A., by contract,
based on an approved lease, agrees to pay for damages and unpaid
rent, an amount not to exceed the lessor of (1) the amount owed the
owner or (2) two months contract rent minus the security deposit. In
addition, the P.H.A. may pay a vacancy loss not to exceed '86 pefcent
of the contract rent for a period not to exceed one additional month.
2. In the Section 8 program the P.H.A. enters into a housing assistance
payments contract with the owner. Paragraph 3d of this contract
states the owner may charge a security deposit not to exceed one
month's gross family contribution (25 percent of monthly income).
Paragraph 6 of the contract states that if a family vacates the unit
and the security deposit is insufficient for unpaid rent and damages
the owner may claim reimbursement from the P.H.A. for an amount not
to exceed the lesser of: (1) the amount owed the owner, or (2) two
months contract rent minus the security deposit that could have been
collected. The contract also states the owner must submit written
documentation supporting actual cost of repair and evidence of
billing to and non-payment by the family. The P.H.A. has the right
to inspect the unit to determine extent of damage.
3. In the case of Baculis (owner) and Jones (tenant) here are the facts:
Contract rent is $222 per month. Jones has paid or should have paid
$47.00 security deposit. At the time of the incident in which
considerable damage was inflicted on the Baculis property, Jones was
paying $53.00 per month rent. It is my understanding this was not
paid for the month of August. Regardless of the extent of damage or
the dollar amount of the damage the P.H.A. is only responsible for
MICROFILMED BY
JORM MIOR�LAS
CEDAR RAPIDS •DES MOINES
n to
,
4
f�JJ
4.9
�i
,r
City of Iowa CYy
MEMORANDUM
Date: August 29, 1980
To: City Manager and City Council
i
From: Lyle Seydel !/)
Re: Claims for damage and process for identifying and excluding
tenants who have caused damage
1. Before addressing the subject it is essential to understand one of
the primary reasons for converting or changing the rental assistance
program from Section 23 Leased Housing to the Section 8 Housing
Assistance program. Under the Section 23 program the P:H.A. leased
the unit from the owner and sub -leased the unit to an eligible
family. As primary leaseholder the P.H.A. was responsible to the
owner for damage beyond normal wear and tear. In effect the P.H.A.
became a property manager and was required to restore the unit to its
condition at time of leasing. The P.H.A. passed this responsibility
to the tenant however many skipped leases and there was no way to
economically pursue them through court actions. As a result, the
P.H.A. was left holding the bag and nationwide this became a very
costly program. Under Section 8 the eligible family is the
leaseholder and is responsible to the owner just like any other
tenant. To offset this negative factor the P.H.A., by contract,
based on an approved lease, agrees to pay for damages and unpaid
rent, an amount not to exceed the lessor of (1) the amount owed the
owner or (2) two months contract rent minus the security deposit. In
addition, the P.H.A. may pay a vacancy loss not to exceed '86 pefcent
of the contract rent for a period not to exceed one additional month.
2. In the Section 8 program the P.H.A. enters into a housing assistance
payments contract with the owner. Paragraph 3d of this contract
states the owner may charge a security deposit not to exceed one
month's gross family contribution (25 percent of monthly income).
Paragraph 6 of the contract states that if a family vacates the unit
and the security deposit is insufficient for unpaid rent and damages
the owner may claim reimbursement from the P.H.A. for an amount not
to exceed the lesser of: (1) the amount owed the owner, or (2) two
months contract rent minus the security deposit that could have been
collected. The contract also states the owner must submit written
documentation supporting actual cost of repair and evidence of
billing to and non-payment by the family. The P.H.A. has the right
to inspect the unit to determine extent of damage.
3. In the case of Baculis (owner) and Jones (tenant) here are the facts:
Contract rent is $222 per month. Jones has paid or should have paid
$47.00 security deposit. At the time of the incident in which
considerable damage was inflicted on the Baculis property, Jones was
paying $53.00 per month rent. It is my understanding this was not
paid for the month of August. Regardless of the extent of damage or
the dollar amount of the damage the P.H.A. is only responsible for
MICROFILMED BY
JORM MIOR�LAS
CEDAR RAPIDS •DES MOINES
n to
IS
A
2 /\
$397.00 computed as follows: $222 x 2 months = $444 minus $47.00
security deposit = $397.00.
4. To identify and exclude previous program participants who have
caused damage, etc., this office maintains a list of those persons
who
i
a. abandoned property;
b. illegally terminated leases;
C. left the program owing rent/damages.
This is provided for in the statement of policies adopted by the
P.H.A. and approved by HUD.
Part III Eligiblity Requirements, paragraph A.3, states that in
determining eligiblity for participation the following factors
apply:
"Whether certification for participation would prove
detrimental to the program or other participants by established
records of any of the following:
i
(1) non-payment of rightful obligations;
(2) peril to health, safety or general welfare of
neighbors;
(3) destruction of property;
(4) disregard for rules of occupancy and rights of
others.
bdw4/5-6
i
I
MICROFILMED BY _
JORM MICR+LA6 a
CEDAR RAPIDS • DES MOINES
.P
• R`:Ci_11't_J 11980
League of Iowa Municipalities
Suite 100 - 900 Des Maines Street, Des Moines, Iowa 50316 • 515/2659961
August 27, 1980
PRESIDENT
Dprothv Van Horn
TO: All Mayors, Managers, Administrators $ LSG Members
Councllw
f
J.11•r,nn
yy�
f
Y�
Z
SUBJECT: Informational Material on State Constitutional
coneiville
Convention
PAST PRESIDENT
__________ -----------------------------
U
-------------
On August 15, 1980 the Board of Directors of the League adopted
resolution
DIRECTORS
a
(see enclosed) opposing an Iowa constitutional convention
for the "purpose of adding an
Carolyn F .... it H.VAI.
COU/IC%IWprIM
amendment that places limits on state
and local revenues". The question
O.Ilwnue
to Call a constitutional convention
will appear on the November 4, general election
E. J. Gi..mmiti
ballot.
Mayor
At.'U,M*, le
J.
At the same meeting the board directed League staff
Neat
Councilwomen
to prepare and
send to local officials information about this issue,
Merbl. Rnck
a list of the
pros and cons and information that
Mery Neuheu.er
supports the position the League
board took.
C...,/..n
...:......
.
Paul Niebnt
. Clark
Eagle
The enclosed material should assist you in answering questions not only
your constituents but
Mon.
Leo P. Roll
of other officials in your community.
Marc,
Weldon
The resolution adopted by the Executive Board will also be
_
1
4
convention Septem-
ber 24-26 in Des Moines.
Rerl Oak
.P
• R`:Ci_11't_J 11980
League of Iowa Municipalities
Suite 100 - 900 Des Maines Street, Des Moines, Iowa 50316 • 515/2659961
August 27, 1980
PRESIDENT
Dprothv Van Horn
TO: All Mayors, Managers, Administrators $ LSG Members
Councllw
J.11•r,nn
FROM: Robert W, Harpster, Executive Director
VICE PRESIDENT
Richard D. SJ.0,.o
Mayor
SUBJECT: Informational Material on State Constitutional
coneiville
Convention
PAST PRESIDENT
__________ -----------------------------
KMn.th E. Kew
Mevnr
Masonclty
-------------
On August 15, 1980 the Board of Directors of the League adopted
resolution
DIRECTORS
a
(see enclosed) opposing an Iowa constitutional convention
for the "purpose of adding an
Carolyn F .... it H.VAI.
COU/IC%IWprIM
amendment that places limits on state
and local revenues". The question
O.Ilwnue
to Call a constitutional convention
will appear on the November 4, general election
E. J. Gi..mmiti
ballot.
Mayor
At.'U,M*, le
J.
At the same meeting the board directed League staff
Neat
Councilwomen
to prepare and
send to local officials information about this issue,
Merbl. Rnck
a list of the
pros and cons and information that
Mery Neuheu.er
supports the position the League
board took.
C...,/..n
tow. Cily
Paul Niebnt
. Clark
Eagle
The enclosed material should assist you in answering questions not only
your constituents but
Mon.
Leo P. Roll
of other officials in your community.
Marc,
Weldon
The resolution adopted by the Executive Board will also be
D.eidJ.Se1Me
submitted
to the membership of the League for adoption at its
C'ItyMenep,
convention Septem-
ber 24-26 in Des Moines.
Rerl Oak
brph Simon S.V.D.
CooncrxnM
E"h
Much of the enclosed material is similar to that which we sent
duringt he
1(.nneth E. smile
E.
M•ynr
you
last legislative session when efforts were underway to
legislation which y pass
AMYyL. I.. Sttar,
would have authorized an amendment to the constitu-
tion to limit local officials'ability
m
May.,
to collect revenue necessary
to serve its citizens. . That effort
Sinrm W.
was not acted on by the legislature.
Chid"
yor Ent
Mayor
Specifically, the constitution of Iowa is
osVenport
not an appropriate place
for satisfying temporary interests and issues
EXECUTIVE DIRECTOR
of transitory procedural
and financial matters.
Roben W. N.rptet
The same objections we raised during the last General Assembly to the
proposal to limit state and local revenues can be raised again since
the only reason why a "yes" vote on a constitutional convention is
being requested is to gain access to the same proposal that was not
acted on by the General Assembly --,that of limiting state and local
government revenue.
Please review this material and make it available to other officials
in your city. Additional material will be available at the League
convention. If you Have any questions, please contact the League office.
RWH/mla
enc,
1747
MICROFILMED BY
JORM MICR+LAE3
CEDAR RAPIDS DES MOINES
State Constitutional Convention
WHEREAS the constitution should he an instrument that sets out
the general relationships between the various branches and levels of
government as guidelines for legislative action in setting the struc-
ture, function, procedures, and limits for governments to use in the
performance of their duties; and
WHEREAS the constitution is not the appropriate place for satis-
fying temporary interests; and
WHEREAS a convention could open the whole constitution to revisions
that risk undesirable changes; and
WHEREAS Iowa's constitution has served this state for more than
120 years by clearly setting forth those principles and procedures that
insure adequate representation of public interests on transitory pro-
cedural and financial matters; and
WHEREAS the limiting of state and local revenue or spending by a
constitutional amendment denies state and local government the ability
to respond to citizen demands on specific problems, and
WHEREAS present efforts to call a constitutional convention are'
motivated by a singular issue of limiting state and local revenues; and
WHEREAS sound constitutional provisions could be seriously jeop-
ardized. by a constitutional convention initiated and effectuated by a
single interest; Therefore be it
RESOLVED that the Executive Board of the League of Iowa Municipalities
opposes the calling of a constitutional convention for the purpose of
adding an amendment that places limits on state and local revenues, and
reaffirms its opposition to such an amendment; and be it further
RESOLVED that this resolution be submitted to the membership of the
League at its annual convention in September 1980.
MICROFILMED BY
JORM MIC R+L A B
CEDAR RAPIDS - DES MOINES
/709
r
e
{
{
S
si
State Constitutional Convention
WHEREAS the constitution should he an instrument that sets out
the general relationships between the various branches and levels of
government as guidelines for legislative action in setting the struc-
ture, function, procedures, and limits for governments to use in the
performance of their duties; and
WHEREAS the constitution is not the appropriate place for satis-
fying temporary interests; and
WHEREAS a convention could open the whole constitution to revisions
that risk undesirable changes; and
WHEREAS Iowa's constitution has served this state for more than
120 years by clearly setting forth those principles and procedures that
insure adequate representation of public interests on transitory pro-
cedural and financial matters; and
WHEREAS the limiting of state and local revenue or spending by a
constitutional amendment denies state and local government the ability
to respond to citizen demands on specific problems, and
WHEREAS present efforts to call a constitutional convention are'
motivated by a singular issue of limiting state and local revenues; and
WHEREAS sound constitutional provisions could be seriously jeop-
ardized. by a constitutional convention initiated and effectuated by a
single interest; Therefore be it
RESOLVED that the Executive Board of the League of Iowa Municipalities
opposes the calling of a constitutional convention for the purpose of
adding an amendment that places limits on state and local revenues, and
reaffirms its opposition to such an amendment; and be it further
RESOLVED that this resolution be submitted to the membership of the
League at its annual convention in September 1980.
MICROFILMED BY
JORM MIC R+L A B
CEDAR RAPIDS - DES MOINES
/709
HISTORY
Iowa has had three constitutional conventions since it was organized as a territory
in 1838. The first, in 1844, drafted a constitution that would have brought with it
statehood. Iowans rejected the document twice because of disputes over what the
boundaries of the new state should be. The second convention, in 1846, drew up a
constitution approved by Congress and the voters, and Iowa became a
28, 1846. state December
In 1857, a third constitutional convention was held. That body drew up the constitu-
tion still in force today, although the document has been amended 37 times since then.
Law scholars throughout the nation generally agree that Iowa's constitution is one of
the most clear and well-written in the nation. It was modeled after the U.S. consti-
tution and has been used as a pattern for other state constitutions. It is one of the
older state constitutions in the United States still in force.
The authors of the 1857 constitution provided for two ways to amend the document:
1) by having two successive General Assemblies approve an amendment which would then
be submitted to voters for approval and 2) by allowing voters every ten years to decide
whether to call a constitutional convention. The question must be posed on the ballot
as follows: "Shall them be a Convention to revise the Constitution, and propose
amendment or amendments to same?"
QUESTIONS G ANSWERS ABOUT CONVENTION
Could the subjects to be discussed be limited?
Many of the supporters of a constitutional convention would like to limit the subject
matter to be discussed to an amendment limiting the growth rate of total state and
local taxes and spending.
By limiting the convention to the tax limitation question, delegates could avoid a long
and drawn-out debate on issues such as abortion, capital punishment, repeal of Iowa's
right-to-work law and the repeal of a number of the state elective offices such as the
state auditor, state treasurer, secretary of state and secretary of agriculture.
The states of Pennsylvania, Texas, Tennessee, Rhode Island and Louisiana have success-
fully limited the scope of the issues to be discussed in the constitutional conventions
held in their states in recent years.
There are, however, many constitutional scholars who are of the opinion that the subject
matters to be discussed could not legally be limited except by the vote of the delegates
themselves.
The Iowa Journal of History and Politics, 1921, states that there is "no provision in
the Iowa Constitution which aims to restrain the convention in any way. The phrase 'to
provide by law for the election of delegates' would seem to imply the minimus of legis-
lative action."
The convention of 1857 was charged by the 5th General Assembly with revising or amend-
ing the constitution of 1846. However, they chose not to revise or amend but rather to
(over) / %O 9
MICROFILMED BY
JORM MICR+LAS
CEDAR RAPIDS • DES MOINES
9
,a
x
�r
i
<` 5
F
1,
t�
ri
li
;v
i
1
a
HISTORY
Iowa has had three constitutional conventions since it was organized as a territory
in 1838. The first, in 1844, drafted a constitution that would have brought with it
statehood. Iowans rejected the document twice because of disputes over what the
boundaries of the new state should be. The second convention, in 1846, drew up a
constitution approved by Congress and the voters, and Iowa became a
28, 1846. state December
In 1857, a third constitutional convention was held. That body drew up the constitu-
tion still in force today, although the document has been amended 37 times since then.
Law scholars throughout the nation generally agree that Iowa's constitution is one of
the most clear and well-written in the nation. It was modeled after the U.S. consti-
tution and has been used as a pattern for other state constitutions. It is one of the
older state constitutions in the United States still in force.
The authors of the 1857 constitution provided for two ways to amend the document:
1) by having two successive General Assemblies approve an amendment which would then
be submitted to voters for approval and 2) by allowing voters every ten years to decide
whether to call a constitutional convention. The question must be posed on the ballot
as follows: "Shall them be a Convention to revise the Constitution, and propose
amendment or amendments to same?"
QUESTIONS G ANSWERS ABOUT CONVENTION
Could the subjects to be discussed be limited?
Many of the supporters of a constitutional convention would like to limit the subject
matter to be discussed to an amendment limiting the growth rate of total state and
local taxes and spending.
By limiting the convention to the tax limitation question, delegates could avoid a long
and drawn-out debate on issues such as abortion, capital punishment, repeal of Iowa's
right-to-work law and the repeal of a number of the state elective offices such as the
state auditor, state treasurer, secretary of state and secretary of agriculture.
The states of Pennsylvania, Texas, Tennessee, Rhode Island and Louisiana have success-
fully limited the scope of the issues to be discussed in the constitutional conventions
held in their states in recent years.
There are, however, many constitutional scholars who are of the opinion that the subject
matters to be discussed could not legally be limited except by the vote of the delegates
themselves.
The Iowa Journal of History and Politics, 1921, states that there is "no provision in
the Iowa Constitution which aims to restrain the convention in any way. The phrase 'to
provide by law for the election of delegates' would seem to imply the minimus of legis-
lative action."
The convention of 1857 was charged by the 5th General Assembly with revising or amend-
ing the constitution of 1846. However, they chose not to revise or amend but rather to
(over) / %O 9
MICROFILMED BY
JORM MICR+LAS
CEDAR RAPIDS • DES MOINES
9
_2_
draft a completely new one. The same was true on the national level where the
delegates that met in Philadelphia in 1787 to revise the Articles of Confederation
opted to throw out the Articles and drafted an entirely now constitution.
Bow would delegates to a convention be selected?
Should the voters of Iowa vote to call a constitutional convention in November, the
69th General Assembly, which will convene in January of 1981, would be charged with
implementing that call and enacting legislation relating to the election and/or
appointment of delegates.
In the convention of 1857, thirty-eight delegates were elected, one from each Senatorial
district. If the 69th General Assembly were to apportion delegates in this same manner,
the convention would consist of fifty members. The legislature may, on the other hand,
wish to elect one delegate per Representative district, in which case 100 delegates
would be elected.
The legislature could provide for a number of appointed delegates as was the case in
Louisiana in that state's 1973-74 constitutional convention.
Since 1968, the size of constitutional conventions has varied from seventy delegates
in New Mexico to 400 in New Hampshire.
Delegates to a constitutional convention could either be elected on a partisan basis,
as was the case in 1857, or on a non-partisan basis, as has tended to be the pattern
in other states in recent years. They could either be elected in conjunction with
the 1982 general election or at a special election called for the express purpose of
electing delegates to a constitutional convention. A minimum age limit for delegates
would also be an issue that the 69th General Assembly would have to decide before any
delegates could be elected.
What would a constitutional convention cost?
It is difficult to estimate what an Iowa constitutional convention would cost. However,
we do know that costs in other states have ranged from a low of $20,000 in Rhode Island
to a high of $7,880,000 in Illinois.
The cost of the convention would vary depending upon the amounts paid to delegates. In
1857, delegates were paid $3 per day plus $3 for every 20 miles traveled to and from
the constitutional convention. It is safe to say that it would be difficult to find
delegates in this day and age who would be willing to work for $3 per day. A more
realistic figure might be an annual salary of $12,800 plus expenses, the salary which
members of the General Assembly will be paid in 1981. Delegates might also be paid on
a per diem basis of $40 to $60 a day.
Other expenses included in the costs of a constitutional convention include: professional
and legal staff, printing, rent (if the convention is held in a non-public bnildiny, :urh
as a hotel ballroom), and expenses incurred in the election of dolgg;jtos and refnrernluro
expenses.
I
MICROFILMED BY
JORM MICR+LAB
j CEDAR RAPIDS • DES MOINES
C.
1
t
t
_2_
draft a completely new one. The same was true on the national level where the
delegates that met in Philadelphia in 1787 to revise the Articles of Confederation
opted to throw out the Articles and drafted an entirely now constitution.
Bow would delegates to a convention be selected?
Should the voters of Iowa vote to call a constitutional convention in November, the
69th General Assembly, which will convene in January of 1981, would be charged with
implementing that call and enacting legislation relating to the election and/or
appointment of delegates.
In the convention of 1857, thirty-eight delegates were elected, one from each Senatorial
district. If the 69th General Assembly were to apportion delegates in this same manner,
the convention would consist of fifty members. The legislature may, on the other hand,
wish to elect one delegate per Representative district, in which case 100 delegates
would be elected.
The legislature could provide for a number of appointed delegates as was the case in
Louisiana in that state's 1973-74 constitutional convention.
Since 1968, the size of constitutional conventions has varied from seventy delegates
in New Mexico to 400 in New Hampshire.
Delegates to a constitutional convention could either be elected on a partisan basis,
as was the case in 1857, or on a non-partisan basis, as has tended to be the pattern
in other states in recent years. They could either be elected in conjunction with
the 1982 general election or at a special election called for the express purpose of
electing delegates to a constitutional convention. A minimum age limit for delegates
would also be an issue that the 69th General Assembly would have to decide before any
delegates could be elected.
What would a constitutional convention cost?
It is difficult to estimate what an Iowa constitutional convention would cost. However,
we do know that costs in other states have ranged from a low of $20,000 in Rhode Island
to a high of $7,880,000 in Illinois.
The cost of the convention would vary depending upon the amounts paid to delegates. In
1857, delegates were paid $3 per day plus $3 for every 20 miles traveled to and from
the constitutional convention. It is safe to say that it would be difficult to find
delegates in this day and age who would be willing to work for $3 per day. A more
realistic figure might be an annual salary of $12,800 plus expenses, the salary which
members of the General Assembly will be paid in 1981. Delegates might also be paid on
a per diem basis of $40 to $60 a day.
Other expenses included in the costs of a constitutional convention include: professional
and legal staff, printing, rent (if the convention is held in a non-public bnildiny, :urh
as a hotel ballroom), and expenses incurred in the election of dolgg;jtos and refnrernluro
expenses.
I
MICROFILMED BY
JORM MICR+LAB
j CEDAR RAPIDS • DES MOINES
C.
1
it
r!
r
is
_2_
draft a completely new one. The same was true on the national level where the
delegates that met in Philadelphia in 1787 to revise the Articles of Confederation
opted to throw out the Articles and drafted an entirely now constitution.
Bow would delegates to a convention be selected?
Should the voters of Iowa vote to call a constitutional convention in November, the
69th General Assembly, which will convene in January of 1981, would be charged with
implementing that call and enacting legislation relating to the election and/or
appointment of delegates.
In the convention of 1857, thirty-eight delegates were elected, one from each Senatorial
district. If the 69th General Assembly were to apportion delegates in this same manner,
the convention would consist of fifty members. The legislature may, on the other hand,
wish to elect one delegate per Representative district, in which case 100 delegates
would be elected.
The legislature could provide for a number of appointed delegates as was the case in
Louisiana in that state's 1973-74 constitutional convention.
Since 1968, the size of constitutional conventions has varied from seventy delegates
in New Mexico to 400 in New Hampshire.
Delegates to a constitutional convention could either be elected on a partisan basis,
as was the case in 1857, or on a non-partisan basis, as has tended to be the pattern
in other states in recent years. They could either be elected in conjunction with
the 1982 general election or at a special election called for the express purpose of
electing delegates to a constitutional convention. A minimum age limit for delegates
would also be an issue that the 69th General Assembly would have to decide before any
delegates could be elected.
What would a constitutional convention cost?
It is difficult to estimate what an Iowa constitutional convention would cost. However,
we do know that costs in other states have ranged from a low of $20,000 in Rhode Island
to a high of $7,880,000 in Illinois.
The cost of the convention would vary depending upon the amounts paid to delegates. In
1857, delegates were paid $3 per day plus $3 for every 20 miles traveled to and from
the constitutional convention. It is safe to say that it would be difficult to find
delegates in this day and age who would be willing to work for $3 per day. A more
realistic figure might be an annual salary of $12,800 plus expenses, the salary which
members of the General Assembly will be paid in 1981. Delegates might also be paid on
a per diem basis of $40 to $60 a day.
Other expenses included in the costs of a constitutional convention include: professional
and legal staff, printing, rent (if the convention is held in a non-public bnildiny, :urh
as a hotel ballroom), and expenses incurred in the election of dolgg;jtos and refnrernluro
expenses.
I
MICROFILMED BY
JORM MICR+LAB
j CEDAR RAPIDS • DES MOINES
C.
-3-
Where mould a constitutional convention be held?
The obvious choice would have to be the house or Senate chambers in the State Capitol
Building in Des Moines. However, the legislative chambers were not the site of the
1857 constitutional convention that met in lows City, but rather the old Supreme Court
room.
The states of New .Jersey and Alaska recently chose to hold their constitutional conven-
tions on college campuses where incumbent office -holders and agency personnel would not
be able to exert power and influence over the proceedings.
Some have suggested that the recently -restored Old Iowa Capitol on the University of
Iowa campus might be an ideal location for holding a constitutional convention.
ARGUMENTS OPPOSING A CONSTITUTIONAL CONVENTION
...Iowa's constitution is concise and well-written and has required relatively few
amendments since its adoption in 1857.
...For over 120 years, the necessary changes to our constitution have been achieved
through the legislative process.
...The basis for delegate selection and the arrangements for the convention are unknown
until the legislature adopts an implementing act.
A convention would open the whole constitution to review and revision risking
undesirable changes in our fundamental law.
...Conventions are too expensive and intricate for anything but a complete revision.
If amendments are few and uncomplicated, there is no need to call one.
no legislative amendment process is the simplest method -- establishing a convention
is a complex process.
..The legislative amendment process is less expensive.
...Legislatively -proposed amendments nationwide have had a better chance (700) of
ratification at the polls than proposals from a convention (500).
...General revisions form a convention may be defeated at the polls by a variety of
groups objecting to individual provisions. Single amendments are not so apt to be
rejected.
...The required consideration of any proposed amendment by two General Assemblies assures
that deliberation and sound judgment will be exercised, rather than a hasty or ill-
conceived action by a one -session convention.
...Radical or special interest groups may be successful in obtaining convention approval
of their proposals.
..,General revision of the constitution might entail court cases to clarify the meaning
and intent of the new document.
ARGUMENTS IN FAVOR OF A CONSTITUTIONAL CONVENTION
...Iowa's constitution has not had a complete review since its adoption in 1857.
...Historically, a convention is the direct voice of the people in writing; or revising;
ai
1 their fundamental law.
{ ...No convention has ever radically changed a state constitution.
...Constitutions revised in recent years by the convention method have tended to be
0
concise, well-written documents.
i (over) /709
it
MICROFILMED BY
._ JORM MICR+LAB
F ;z CEDAR RAPIDS • DES MOINES
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Where mould a constitutional convention be held?
The obvious choice would have to be the house or Senate chambers in the State Capitol
Building in Des Moines. However, the legislative chambers were not the site of the
1857 constitutional convention that met in lows City, but rather the old Supreme Court
room.
The states of New .Jersey and Alaska recently chose to hold their constitutional conven-
tions on college campuses where incumbent office -holders and agency personnel would not
be able to exert power and influence over the proceedings.
Some have suggested that the recently -restored Old Iowa Capitol on the University of
Iowa campus might be an ideal location for holding a constitutional convention.
ARGUMENTS OPPOSING A CONSTITUTIONAL CONVENTION
...Iowa's constitution is concise and well-written and has required relatively few
amendments since its adoption in 1857.
...For over 120 years, the necessary changes to our constitution have been achieved
through the legislative process.
...The basis for delegate selection and the arrangements for the convention are unknown
until the legislature adopts an implementing act.
A convention would open the whole constitution to review and revision risking
undesirable changes in our fundamental law.
...Conventions are too expensive and intricate for anything but a complete revision.
If amendments are few and uncomplicated, there is no need to call one.
no legislative amendment process is the simplest method -- establishing a convention
is a complex process.
..The legislative amendment process is less expensive.
...Legislatively -proposed amendments nationwide have had a better chance (700) of
ratification at the polls than proposals from a convention (500).
...General revisions form a convention may be defeated at the polls by a variety of
groups objecting to individual provisions. Single amendments are not so apt to be
rejected.
...The required consideration of any proposed amendment by two General Assemblies assures
that deliberation and sound judgment will be exercised, rather than a hasty or ill-
conceived action by a one -session convention.
...Radical or special interest groups may be successful in obtaining convention approval
of their proposals.
..,General revision of the constitution might entail court cases to clarify the meaning
and intent of the new document.
ARGUMENTS IN FAVOR OF A CONSTITUTIONAL CONVENTION
...Iowa's constitution has not had a complete review since its adoption in 1857.
...Historically, a convention is the direct voice of the people in writing; or revising;
ai
1 their fundamental law.
{ ...No convention has ever radically changed a state constitution.
...Constitutions revised in recent years by the convention method have tended to be
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concise, well-written documents.
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A convention is independent of legislative control.
...Deadwood in the constitution could be removed by convention action. Individual
amendments through the legislative process seldom subtract or prune old material
from the constitution.
...Revision or amendment by convention can be completed much more quickly than by the
legislative method.
..Convention delegates should be freer of political pressure than legislators.
..Qualified people not interested in political careers would be willing to serve as
short-term convention delegates.
...Convention proceedings attract widespread public attention and may stimulate public
interest, education and discussion of the issues. In the day-to-day routine of
legislative debate, amendment consideration may be over -shadowed by more pressing
or current issues.
...The legislature is involved in all governmental issues of the state. A convention
has a single purpose -- review of the constitution.
...Legislative amendments generally are concerned with limited and specific objectives
and neglect overall modernization.
...The legislative method could result in a patchwork of amendments with less likelihood
of a concise and well -integrated constitution.
..,Proposals from a convention must be ratified by the voters before becoming a part of
the constitution.
BACKGROUND
The Iowans for Tax Relief was formed several years ago by David Stanley, former state
senator from Muscatine. During the 1980 General Assembly, Iowans for Tax Relief
supported legislation, SJR 2001, which would have amended the constitution of Iowa by
limiting taxes, revenue and other related activities of state and local government.
SJR 2001 and its companion bill in the House were not passed,
The Iowans for Tax Relief have now turned their attention to and are supporting a call
for a state constitutional convention, a question which will appear on the November 4
general election ballot.
If the question to call a constitutional convention passes, Iowans for Tax Relief would
then have the opportunity to place the same tax- and revenue -limiting, proposal before
the convention delegates for debate. The major provisions of the prnpos;rl and 1,111:
Leaguers objection to them remain the same and are outlined in the following p;, r;•„
DIAJOR PROVISIONS OF AW NDMENT
I. It shall be Article 13 of the Iowa constitution.
2. The growth percentage for state and local government for a fiscal year is nine -tenths
of the annual percentage of personal income of the state.
3. Iowa total personal income will be defined and determined by the Ignited States
Department of Commerce,
MICROFILMED BY
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CEDAR RAPIDS • DES MOINES
4. Government includes state and local and all branches, parts, agencies, authorities,
and instrumentalities.
5. Revenue means the total of all amounts received from :ell sources directly or
indirectly except:
a. amount lawfully refunded or credited to the payer
b, receipts from federal government
c. gifts from non-governmental sources
d. student tuition and fees for post -high education
e. non -tax charges for recreation
f, non -tax charges for entertainment
g. non -tax charges for cultural events
h. funds borrowed lawfully
i. receipts applied to pay principal and interest on lawful bonds only if the
bonds are approved by a vote of the people, outstanding on the effective date
of the article, or state revenue bonds
j. state tax credits applied against local taxes (homestead, etc.)
u. Growth of personal income is calculated using the percentage increase of the three-
year total of personal income for the fiscal year beginning in 1977.
7. Excess local revenue shall be refunded or credited pro rata to all property taxpayers
based on property tax payable to the local government in that fiscal year.
8. Local revenue limits may be exceeded for one year if an emergency is declared by the
Governor and that declaration is adopted by a 2/3 vote of the whole membership of
each house of the General Assembly.
9. Local revenue limits may be temporarily exceeded if approved by a majority of the
electorate voting in a state referendum.
10. State may exempt from revenue limit cities of not more than 1,000 population or a
class of local governments, each of which derives less than ten percent of its
total receipts (directly and indirectly) from state or local taxes.
11. State is required to fund all laws and rules that incur a significant net cost
increase on local government if they became effective after 1978.
12. State may provide for adjustment of revenue limits.
13. Pension programs must be actuarially sound; existing programs not meeting that
requirement must be brought into compliance within ton years.
14. Bonds issued in the future shall be used only to finance capital improvements.
PROCEDURE FOR PASSAGE
The proposed amendment.must pass in the same exact form two sessions Of the General
Assembly and be submitted to the voters at a state election for approval, or he approved
by delegates to a state constitutional convention and placed before the voters for
approval.
ANALYSIS OF PROPOSAL
I. The proposal does not address federal mandates.
2. It.ls contrary to home rule.
3. Does not address inflation or costs.
4. There is no need for this amendment in Iowa because Iowa governments have not raised
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12,
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15.
16.
17.
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taxes excessively for the past decade. Excluding federal aid, the ratio of state and
local government general revenue to personal income was just about the s;mle in 1976-
1977 as it had been in 1970.
In the ;u'c;l of federal nwn,lale:;, such as water and wnSLCwat0r suund;u'ds, lhure i:: no
protection or allowance. 11ris means that local government will have to allocate a
greater share of allowable appropriations to meet federal requirements, leaving less
available funds for programs and services desired and requested by local citizens.
If environmental quality standards cannot be met, it is likely that many local govern-
ments will face sanctions by federal environmental regulatory agencies.
Violation of maintenance of effort by state to existing federal formulas because of
a spending limitation will cause sanctions to be imposed against the state by the
federal government and will jeopardize all federal funding.
The proposal addresses only bonds voted on by the people. It eliminates any considera-
tion to essential corporate bonds not so voted.
The allowable growth rate of revenue would depend on economic conditions from two
to five years earlier, which has little bearing on currmnL economic conditions.
The proportion of state revenue used for aid to local government could not he reduced
despite the decreasing number of public school pupils which reduces the need for
state aid to schools.
The amendment does nothing to improve the fairness of the tax system.
Iowa has a long history of controls over local government spending, i.e. $8.10/$I000
limit. Additional limits of whatever form are not necessary.
The amendment applies a single economic factor to 955 cities with differing economic
needs.
It renders useless the democratic process of electing local and state officials
to carry out the wishes of their constituents,
Centralizes authority in state government by allowing implementation and interpreta-
tion by the legislature.
By requiring extraordinary majorities (2/3 votes) it has the practical effect of
eliminating them as a viable option.
Provisions for referendum and vote places significant veto power into the hand of
a small minority. The use of a plebiscite to decide local issues fit will hov(! to
be used often) will not only slow down local decision capacity but also nvly thwart,
the majority.
Requires local government to fund future benefits in an actuarially -sound manner.
With respect to some jurisdictions, the annual amount needed to pay off an unfunded
liability could be devastating and force major undesirable increaser: in spending,
if authorized by the voters, or major undesirable reductions in services if the
increased expenditure were rejected under the provisions of the amendment.
The proposal damages the twin concept of representative government and fiscal
flexibility. /7e 9
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CEDAR RAPIDS • DES MOINES
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taxes excessively for the past decade. Excluding federal aid, the ratio of state and
local government general revenue to personal income was just about the s;mle in 1976-
1977 as it had been in 1970.
In the ;u'c;l of federal nwn,lale:;, such as water and wnSLCwat0r suund;u'ds, lhure i:: no
protection or allowance. 11ris means that local government will have to allocate a
greater share of allowable appropriations to meet federal requirements, leaving less
available funds for programs and services desired and requested by local citizens.
If environmental quality standards cannot be met, it is likely that many local govern-
ments will face sanctions by federal environmental regulatory agencies.
Violation of maintenance of effort by state to existing federal formulas because of
a spending limitation will cause sanctions to be imposed against the state by the
federal government and will jeopardize all federal funding.
The proposal addresses only bonds voted on by the people. It eliminates any considera-
tion to essential corporate bonds not so voted.
The allowable growth rate of revenue would depend on economic conditions from two
to five years earlier, which has little bearing on currmnL economic conditions.
The proportion of state revenue used for aid to local government could not he reduced
despite the decreasing number of public school pupils which reduces the need for
state aid to schools.
The amendment does nothing to improve the fairness of the tax system.
Iowa has a long history of controls over local government spending, i.e. $8.10/$I000
limit. Additional limits of whatever form are not necessary.
The amendment applies a single economic factor to 955 cities with differing economic
needs.
It renders useless the democratic process of electing local and state officials
to carry out the wishes of their constituents,
Centralizes authority in state government by allowing implementation and interpreta-
tion by the legislature.
By requiring extraordinary majorities (2/3 votes) it has the practical effect of
eliminating them as a viable option.
Provisions for referendum and vote places significant veto power into the hand of
a small minority. The use of a plebiscite to decide local issues fit will hov(! to
be used often) will not only slow down local decision capacity but also nvly thwart,
the majority.
Requires local government to fund future benefits in an actuarially -sound manner.
With respect to some jurisdictions, the annual amount needed to pay off an unfunded
liability could be devastating and force major undesirable increaser: in spending,
if authorized by the voters, or major undesirable reductions in services if the
increased expenditure were rejected under the provisions of the amendment.
The proposal damages the twin concept of representative government and fiscal
flexibility. /7e 9
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CEDAR RAPIDS • DES MOINES
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12,
13,
14.
15.
16.
17.
18.
19
taxes excessively for the past decade. Excluding federal aid, the ratio of state and
local government general revenue to personal income was just about the s;mle in 1976-
1977 as it had been in 1970.
In the ;u'c;l of federal nwn,lale:;, such as water and wnSLCwat0r suund;u'ds, lhure i:: no
protection or allowance. 11ris means that local government will have to allocate a
greater share of allowable appropriations to meet federal requirements, leaving less
available funds for programs and services desired and requested by local citizens.
If environmental quality standards cannot be met, it is likely that many local govern-
ments will face sanctions by federal environmental regulatory agencies.
Violation of maintenance of effort by state to existing federal formulas because of
a spending limitation will cause sanctions to be imposed against the state by the
federal government and will jeopardize all federal funding.
The proposal addresses only bonds voted on by the people. It eliminates any considera-
tion to essential corporate bonds not so voted.
The allowable growth rate of revenue would depend on economic conditions from two
to five years earlier, which has little bearing on currmnL economic conditions.
The proportion of state revenue used for aid to local government could not he reduced
despite the decreasing number of public school pupils which reduces the need for
state aid to schools.
The amendment does nothing to improve the fairness of the tax system.
Iowa has a long history of controls over local government spending, i.e. $8.10/$I000
limit. Additional limits of whatever form are not necessary.
The amendment applies a single economic factor to 955 cities with differing economic
needs.
It renders useless the democratic process of electing local and state officials
to carry out the wishes of their constituents,
Centralizes authority in state government by allowing implementation and interpreta-
tion by the legislature.
By requiring extraordinary majorities (2/3 votes) it has the practical effect of
eliminating them as a viable option.
Provisions for referendum and vote places significant veto power into the hand of
a small minority. The use of a plebiscite to decide local issues fit will hov(! to
be used often) will not only slow down local decision capacity but also nvly thwart,
the majority.
Requires local government to fund future benefits in an actuarially -sound manner.
With respect to some jurisdictions, the annual amount needed to pay off an unfunded
liability could be devastating and force major undesirable increaser: in spending,
if authorized by the voters, or major undesirable reductions in services if the
increased expenditure were rejected under the provisions of the amendment.
The proposal damages the twin concept of representative government and fiscal
flexibility. /7e 9
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DORM MICR+LA13
CEDAR RAPIDS • DES MOINES
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20. The concept of state spending ,Iimits and a constitutional mandate that they pay
for all new programs imposed on local government is irreconcilable. This can only
lead to a no -growth policy and delays in implementing needed social and capital
programs.
21. Precludes local determination in addressing particular developmental needs and
creates an environment that is not conducive to attracting development and business
to cities. This could cause and foster greater migration from the central city
causing a lower tax base.
UNANSWERED QUESTIONS
Section 11 of the proposal applies only to laws and rules which become effective after
1978. What about mandates from the state that are on an increasing formula basis that
have been in existence prior to 1978? For example, IPERS which requires an ever-increas-
ing employers' share to meet obligations. What about the inflationary cost of a mandated
program? Will the state be required to match whatever that amount is in addition to
the "net cost increase"?
Section 2 excludes specific items from the definition of revenue. It does not appear to
exclude road use tax revenue from the state or revenue from municipal utilities.
Section 11 requires the state to transfer funds to local government for "significant
net cost increases". Significant is not defined and leaves the decision and discretion
for determining that amount with the state.
Section 6 states that excess local revenue shall be refunded or credited pro rata to all
property taxpayers. It is unclear why someone paying low taxes should share in a pro
rata return.
The same section states that excess state revenue shall be credited or returned to all
income taxpayers. It appears to exclude those who paid sales tax into the state from a
portion of that return if they did not pay income taxes.
MICROFILMED BY
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CEDAR RAPIDS • DES MOINES
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20. The concept of state spending ,Iimits and a constitutional mandate that they pay
for all new programs imposed on local government is irreconcilable. This can only
lead to a no -growth policy and delays in implementing needed social and capital
programs.
21. Precludes local determination in addressing particular developmental needs and
creates an environment that is not conducive to attracting development and business
to cities. This could cause and foster greater migration from the central city
causing a lower tax base.
UNANSWERED QUESTIONS
Section 11 of the proposal applies only to laws and rules which become effective after
1978. What about mandates from the state that are on an increasing formula basis that
have been in existence prior to 1978? For example, IPERS which requires an ever-increas-
ing employers' share to meet obligations. What about the inflationary cost of a mandated
program? Will the state be required to match whatever that amount is in addition to
the "net cost increase"?
Section 2 excludes specific items from the definition of revenue. It does not appear to
exclude road use tax revenue from the state or revenue from municipal utilities.
Section 11 requires the state to transfer funds to local government for "significant
net cost increases". Significant is not defined and leaves the decision and discretion
for determining that amount with the state.
Section 6 states that excess local revenue shall be refunded or credited pro rata to all
property taxpayers. It is unclear why someone paying low taxes should share in a pro
rata return.
The same section states that excess state revenue shall be credited or returned to all
income taxpayers. It appears to exclude those who paid sales tax into the state from a
portion of that return if they did not pay income taxes.
MICROFILMED BY
JORM MICR+LA6
CEDAR RAPIDS • DES MOINES
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CITY OF
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IOWA CITY
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September 5, 1980
PRESS RELEASE
Contact Person:
Bette Meisel
Sr. Center Coordinator
319/354-1800, ext. 317
The Senior Center has recently been awarded two grants totaling
$38,000 toward the renovation of the Old Post Office.
HACAP (Hawkeye Area Community Action Program) whose purpose is to
assist low income persons in securing needed services from existing
community resources, has made a donation of $15,000 to the center.
The Division of Historic Preservation which aids in the development
of projects listed on the national register of historic places is
giving $23,000 toward repair of the masonry and roof. This amount
will be matched by other monies allocated by the City.
The remodeling of the Senior Center, which began in late May of this
year, has benefitted from the long dry summer weather. The
contractor has been able to complete both the Washington And the Linn
Street drop off lanes and sidewalk repairs. Before winter he plans
to complete the ramp on the north side of the building, the stone
work and the new roof.
MICROFILMED BY
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CEDAR RAPIDS • DES MOINES
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In the interior of the building only the upper floor remains
basically unchanged. The demolition work on the ground and first
floor has been completed. A shaft for the new elevator has been
started as has the pit for the new furnace. Steel beams and supports
defining new spaces are being erected.
The completion date for this project is July, 1981.
-0-
From: Administrative Offices
MICROFILMED BY
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CEDAR RAPIDS • DES MOINES
Wo
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September 2, 1980
Neal G. Berlin
City Manager
City of Iowa City
Civic Center
410 East -Washington Street
Iowa City, Iowa 52240
RIVER CORRIDOR SEWERS
WEEKLY PROGRESS SUMMARY NO. 7
This is to report progress on the River Corridor Sewers project for the week
ending August 30, 1980, and to provide information regarding the contractor's
plans for the weeks ahead.
There was no progress on installation of main line pipe in Madison Street all
week since Eby's blaster did not report for work. Eby plans to have the blaster
on duty this week and resume installation of pipe. Both crews will be
installing pipe in Madison Street north of Jefferson Street.
Eby's crews spent the entire week installing storm sewers at various locations.
Pavement subgrade was prepared in Iowa Avenue and in Madison Street south of
Court. These reaches have been staked.
Prentiss Street and the west lane of Madison Street from Burlington to Iowa were
paved. Radiuses are complete on Prentiss. A short reach of Madison south of
Iowa Avenue remains to be paved. This work will be done when Iowa Avenue is
paved. This work is scheduled for Wednesday, September 3. The paver will then
move to Madison Street between Prentiss and Court. Following completion of
paving (31 feet wide) of the Prentiss to Court reach, Madison will be paved
between Court and Burlington: This reach must be paved in two operations since
it is 45 feet wide.
Cleanup items included continuation of cleaning the 54 -inch main line pipe. The
pipe is clear up to a point north of Lafayette. Curbs were backfilled on the
east lane of Madison. U&I will move back on the job this week to build
driveways on Prentiss and on Madison north of Burlington. Stokes Landscaping
plans to begin sodding the week of September -15.
MICROFILMED BY
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CEDAR RAPIDS • DES MOINES
Neal G. Berlin
September 2, 1980
Page 2
Affholder is due the week of September 8 to begin tunneling on Dubuque at Park
Road.
The writer will be in Iowa City on Friday in the event you want to discuss job
progress.
VEENSTRA 8 KIM1, INC.
J. W. Kim
JWK:jk
11648
Enclosure
cc: Charles J. Schmadeke
W. L. Levay
MICROFILMED BY
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CEDAR RAPIDS • DES MOINES
M
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MINUTES
AFFIRMATIVE ACTION TASK FORCE
CITY MANAGER'S CONFERENCE ROOM
SEPTEMBER 2, 1980
i
MEMBERS PRESENT: Eggers; Jones; Marcus; McCartt; Meisel; Miller;
Orelup; Kucharzak
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MEMBERS ABSENT: Keating; Yates
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STAFF PRESENT: Helling; Woito
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RECOMMENDATIONS TO CITY COUNCIL:
None.
RECOMMENDATIONS TO CITY MANAGER AND STAFF:
None.
SUMMARY OF RELEVANT DISCUSSION:
1. The meeting was called to order at 10:07 a.m. by Chairperson, Bette
4
Meisel.
2. Review of the Minutes: The minutes of the meeting of August 26, 1980
were approved.
3. Review of Compiled drafts on Polic and Responsibility: Meisel
7111 rewrite the proposed final draft with the corrections made by
the Task Force.
�i
affirmative action ordinance be adopted.
1
y
MINUTES
AFFIRMATIVE ACTION TASK FORCE
CITY MANAGER'S CONFERENCE ROOM
SEPTEMBER 2, 1980
i
MEMBERS PRESENT: Eggers; Jones; Marcus; McCartt; Meisel; Miller;
Orelup; Kucharzak
}
MEMBERS ABSENT: Keating; Yates
'i
STAFF PRESENT: Helling; Woito
GUESTS: None.
RECOMMENDATIONS TO CITY COUNCIL:
None.
RECOMMENDATIONS TO CITY MANAGER AND STAFF:
None.
SUMMARY OF RELEVANT DISCUSSION:
1. The meeting was called to order at 10:07 a.m. by Chairperson, Bette
Meisel.
2. Review of the Minutes: The minutes of the meeting of August 26, 1980
were approved.
3. Review of Compiled drafts on Polic and Responsibility: Meisel
7111 rewrite the proposed final draft with the corrections made by
the Task Force.
4. Mel Jones requested that the minutes reflect his wish that an
affirmative action ordinance be adopted.
5. Discussion of Drafts on Dissemination and Timetables and Goals:
The discussion will take place at the next scheduled meeting.
6. �Set Agendo for Next Meeting; Discussion of Dissemination and
iT'metab es and Goals wi 1 occur at the next meeting.
7. The meeting was adjourned at 11:48 a.m. The next meeting is
scheduled for Tuesday, September 9, 1980, City Manager's Conference
Room, at 10:00 a.m.
I
MICROFILMED BY
JO RM MICR+LAB
CEDAR RAPIDS • DES MOINES
a
R r f
MINUTES
AFFIRMATIVE ACTION TASK FORCE
a CITY MANAGER'S CONFERENCE ROOM
n AUGUST 19, 1980
MEMBERS PRESENT: Eggers; Jones; Marcus; McCartt; Meisel; Miller;
Orelup; Yates
MEMBERS ABSENT: Keating; Kucharzak
STAFF PRESENT: Helling; Morris; Woito
GUESTS: None.
RECOMMENDATIONS TO CITY COUNCIL:
None.
RECOMMENDATIONS TO CITY MANAGER AND STAFF:
None.
SUMMARY OF RELEVANT DISCUSSION:
1. The meeting was called to order at 10:05 a.m. by Chairperson, Bette
Meisel.
2. Review of the Minutes: The minutes were approved as read.
3. Review of Compiled drafts on Policy and Responsibility: Meisel
will rewrite the drafts with the corrections made by the Task Force
to be reviewed at the next meeting.
4. Discussion of Drafts on Dissemination and Timetables and Goals:
The discussion was tabled until the next scheduled meeting.
5. Set�Age_nda for Next Meeting: The discussion on Policy,
Responsibility, Dissemination and Timetables and Goals will be
continued.
6. The meeting was adjourned at 12:03 p.m. The next meeting is
scheduled for Tuesday, September 2, 1980, City Manager's Conference
Room, at 10:00 a.m.
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
MINI1TES OF STAFF MEETING
August 13, 1980
Referrals from the regular Council meeting were distributed to the staff for
review and discussion.
Items for the agenda of August 26 include:
Appointments to the Resources Conservation Commission and Board of Appeals
Public hearing on industrial revenue bonds for Younkers
Public hearing on reopening Melrose Court
Deferred resolution on Mercer Park concession/restroom building
Empire State Addition
The City Manager advised that a carpool survey had been completed by Roger
Tinklenberg and Mike Singer. The department heads were asked to encourage
employees to turn in their replies if they haven't done so.
A memorandum concerning EEOC guidelines on sexual harrassment was distributed
to department heads. The City Manager gave a rundown on these guidelines and
stated that the purpose of providing information is to try to stay on top of this
and to eliminate problems before they occur. The City has a clear responsibility
in this matter. Each department head is to meet with supervisors and either the
department head or division heads are to discuss this matter with every employee.
This should be done within a period of three weeks and the City Manager should
be furnished with a memorandum statingthat this has been done. The City Manager
called the attention of the staff to an article in the Des Moines Register on
this matter. The department heads were asked to impress upon the division heads
and supervisory employees what their responsibilities are. All new employees
will receive a copy of this memorandum, including temporary employees, and changes
will be made in the Personnel Manual. The department heads are to contact the
City Manager if they have any questions before meeting with their staff.
Prepared by:
Lorraine Saeger
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS - DES MOINES
A
3= --=,lar Council Meeting
August 12, 1980
i
SUBJECT
Bus Advertising - Political
DEPARTMENT REFERRALS t
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W I
DATE REFERRED DATE ~ W I
RECD TO DUE 9,r` COWENTS/STATUS
W
cui
Report on legality issues, if any,
what other cities are doing, and
8-12 Public Wks/ clarification of current policy. I
---'
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Highway 6 East Annexation
3= --=,lar Council Meeting
August 12, 1980
i
SUBJECT
Bus Advertising - Political
DEPARTMENT REFERRALS t
I
— o
W I
DATE REFERRED DATE ~ W I
RECD TO DUE 9,r` COWENTS/STATUS
W
cui
Report on legality issues, if any,
what other cities are doing, and
8-12 Public Wks/ clarification of current policy. I
---'
ECICOG Appointment
�
Highway 6 East Annexation
ule for informal discussion�
Airport I[8-12pinion
irpor Issues
Empire Addition
City Mgr/
Mercer Park Shelter
TF
on ownership of Airpi`,
Respond to letter
Cit Attorne
New 40 -foot bus
and land use for industrial
,v
I1
ECICOG Appointment
8-12 City Clerk
8-12 P&PD
8-12 P&PD
12 Parks
R Rec
12 City Mgr
12 Public Wks
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Deferred until after MPO is formed.
3 acres annexed - material to State
City Development Board for approval.
r
Approval of final plat deferred.
Approval of plans and specs
deferred until 8-26. Set new bic
date.
Letter given to Clerk at meeting. I'
Re. Section 5 and Section 18 UMTA
Grant - what does handicapped �!
accessible mean - chair lift or
k
nee -}in
I
�
Highway 6 East Annexation
i
Empire Addition
Mercer Park Shelter
Respond to letter
New 40 -foot bus
,v
8-12 City Clerk
8-12 P&PD
8-12 P&PD
12 Parks
R Rec
12 City Mgr
12 Public Wks
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CEDAR RAPIDS
• OES MOINES
Deferred until after MPO is formed.
3 acres annexed - material to State
City Development Board for approval.
r
Approval of final plat deferred.
Approval of plans and specs
deferred until 8-26. Set new bic
date.
Letter given to Clerk at meeting. I'
Re. Section 5 and Section 18 UMTA
Grant - what does handicapped �!
accessible mean - chair lift or
k
nee -}in
I
�
i
Iowa Cit
HOME
Of
UNIVERSITY
Of
IOWA
4
September
1980
T0: City Council
City of Iowa City
Civic Center
Iowa City, IA 52240
RE: Melrose Court
RECEIVED SEP 8 1980
o,hamber of Commerce
(P.O, BOX 2358
IOWA CITY. IOWA 52244
PHONE 337.9637
The Board of Directors of the Iowa City Chamber of Commerce at their
regularly scheduled Board Meeting on February 28, 1980, discussed the
reopening of Melrose Court and passed a resolution, on the recommend-
ation of the Transportation Committee, which we wish to reiterate at
this time.
The Board by unanimous vote of those present, asked that the City
Council because of traffic flow, energy concerns and redirection of
the traffic load, give strong consideration to reopening Melrose Ct.
and recommended City and University coordination in developing an
alternate route for the future.
Respectfully submitted,
Iowa City Chamber of Commerce
Donald Strub, President
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ACCREDITED
c"Amm or co.a,ncc
/7iy
I
i
Iowa Cit
HOME
Of
UNIVERSITY
Of
IOWA
4
September
1980
T0: City Council
City of Iowa City
Civic Center
Iowa City, IA 52240
RE: Melrose Court
RECEIVED SEP 8 1980
o,hamber of Commerce
(P.O, BOX 2358
IOWA CITY. IOWA 52244
PHONE 337.9637
The Board of Directors of the Iowa City Chamber of Commerce at their
regularly scheduled Board Meeting on February 28, 1980, discussed the
reopening of Melrose Court and passed a resolution, on the recommend-
ation of the Transportation Committee, which we wish to reiterate at
this time.
The Board by unanimous vote of those present, asked that the City
Council because of traffic flow, energy concerns and redirection of
the traffic load, give strong consideration to reopening Melrose Ct.
and recommended City and University coordination in developing an
alternate route for the future.
Respectfully submitted,
Iowa City Chamber of Commerce
Donald Strub, President
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ACCREDITED
c"Amm or co.a,ncc
/7iy
1-1�
o"E'll1c7l CFP 8 1980
715"
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CEDAR RAPIDS - DES MOINES
Paul F. Ahlns
Iames Evan, Cooney
Ph-hP 1. D,,, e,&r
Kenneth H. Ilaynie
H. Richard Smiih
�1 lames L. Krarrbeck
John F. McKinney. Jr.
_
L. W. Roxbroak
Richard G. Santi
FdNar H. Bilde
Terry L. Mom.
Lance A. Coppock
Eli 1. Wiriz
David H. Luginbill
Mark W. &oman
Edward W. R,.,burg
i Thomas E. Stanberry
"IN
Ahlers, Cooney, Dorweiler, Haynie & Smith
Lawyers
300 Liberty Building
Sixth and Grand AUG 'Z ) 19a0
Des Moines, Iowa 50309 pjECEVVED
(515) 243-7611
August 22, 1980
Mr. Jay C. Oehler
Oehler, Radig, Muller & Richard, P.C.
200 Plaza Center One
P. 0. Box 288
Iowa City, Iowa 52244
Re: Iowa City Department Store - Hotel Projects
Dear Jay:
We have reviewed your letter of August 4, 1980 and the
enclosed financial information and documents for the purpose
of establishing whether the.bonds to be -issued to finance
each of the two projects.will.qualify as tax exempt bonds
under Section 103 of the Internal Revenue Code.
In determining the tax exempt status of the proposed
bond issues to finance the retail and hotel projects, the
Internal Revenue Code provides that the face amount of each
bond issue must not exceed $10,000,000. In computing the
face amount of any bond issue, there must be taken into
account a) the amount of bond proceeds, b) the aggregate
amount of capital expenditures.made..by any person with
respect to the facility"fihaabed by the Bond proceeds, and
c) the aggregate amount of capital expenditures that have
been made within the three years previous to the date of the
bond issue and that are to be made in the three years follow-
ing the date of the bond issue with respect to any other
facility located within the same municipality, if the principal
user of such other facility is also the principal user of
the bond financed facility, or is a person related (within
the meaning of the IRC) to the principal user of the bond
financed facility.
In view of the provisions under the Internal Revenue
Code stated above, it now becomes necessary that we 1)
establish who will be the'princi al use f
2) identify those
p rs o each project,
persons related to such principal users
within the meaning
of the Code, 3)
determine whether the
1t
principal user of
any project (or
a related person) is also
the princi al userf
th
1
t
J a
?a
•r
Paul F. Ahlns
Iames Evan, Cooney
Ph-hP 1. D,,, e,&r
Kenneth H. Ilaynie
H. Richard Smiih
�1 lames L. Krarrbeck
John F. McKinney. Jr.
_
L. W. Roxbroak
Richard G. Santi
FdNar H. Bilde
Terry L. Mom.
Lance A. Coppock
Eli 1. Wiriz
David H. Luginbill
Mark W. &oman
Edward W. R,.,burg
i Thomas E. Stanberry
"IN
Ahlers, Cooney, Dorweiler, Haynie & Smith
Lawyers
300 Liberty Building
Sixth and Grand AUG 'Z ) 19a0
Des Moines, Iowa 50309 pjECEVVED
(515) 243-7611
August 22, 1980
Mr. Jay C. Oehler
Oehler, Radig, Muller & Richard, P.C.
200 Plaza Center One
P. 0. Box 288
Iowa City, Iowa 52244
Re: Iowa City Department Store - Hotel Projects
Dear Jay:
We have reviewed your letter of August 4, 1980 and the
enclosed financial information and documents for the purpose
of establishing whether the.bonds to be -issued to finance
each of the two projects.will.qualify as tax exempt bonds
under Section 103 of the Internal Revenue Code.
In determining the tax exempt status of the proposed
bond issues to finance the retail and hotel projects, the
Internal Revenue Code provides that the face amount of each
bond issue must not exceed $10,000,000. In computing the
face amount of any bond issue, there must be taken into
account a) the amount of bond proceeds, b) the aggregate
amount of capital expenditures.made..by any person with
respect to the facility"fihaabed by the Bond proceeds, and
c) the aggregate amount of capital expenditures that have
been made within the three years previous to the date of the
bond issue and that are to be made in the three years follow-
ing the date of the bond issue with respect to any other
facility located within the same municipality, if the principal
user of such other facility is also the principal user of
the bond financed facility, or is a person related (within
the meaning of the IRC) to the principal user of the bond
financed facility.
In view of the provisions under the Internal Revenue
Code stated above, it now becomes necessary that we 1)
establish who will be the'princi al use f
I ,
V o o er facilities located in Iowa City,
and 4) arrive at the aggregate amount of capital expenditures,
r if any, made with respect to such other facilities within
the six year period described above.
MICROFILMED BY
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CEDAR RAPIDS • DES MOINES
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2) identify those
p rs o each project,
persons related to such principal users
within the meaning
of the Code, 3)
determine whether the
1t
principal user of
any project (or
a related person) is also
the princi al userf
th
I ,
V o o er facilities located in Iowa City,
and 4) arrive at the aggregate amount of capital expenditures,
r if any, made with respect to such other facilities within
the six year period described above.
MICROFILMED BY
JORM MICR+LAB
CEDAR RAPIDS • DES MOINES
/7/6
Mr. Jay C. Oehler
Page Two
August 22, 1980
By way of definition, under the Internal Revenue Code a
"principal user" of the facility is any person who has the
use of more than 10% of the facility. Thus, any person
owning more more than 108 of either the hotel or retail
project is a principal.user..thereof....Likewise, any tenant
of one of the projects who leases more than 10% of the
available space is deemed to be a principal user thereof.
If the principal user of any one of the shopping mall
projects is an individual, then under the Internal Revenue
Code persons related to such principal user would include
the following:
1. Members of the principal user's family, that is,
his brothers and sisters, spouse, ancestors or
lineal descendants, such as children or granchildren;
2. A corporation more than 508 in value of the outstand-
ing stock of which is owned, directly or indirectly,
by or for the principal user; for purposes of
determining the ownership of stock, -the principal
user is considered to own the stock owned by any
of those family -members --specified in paragraph 1
above;
3. The fiduciary of any trust of which the principal
user is the grantor;
4. The beneficiary of a trust if the principal user I
is the fiduciary of such trust;
5. The fiduciary, -of -'a -trust -if the principal user is
the beneficiary of such trust;
6. A corporation more than 508 in value of the out-
standing stock of which is owned, directly or
indirectly, by or for the trust, or by or for a
person who is the grantor of the trust, if the
principal user is a fiduciary of the trust;
7. A partnership, if the principal user owns, directly
or indirectly, more than 508 of the capital interest
or the profits interest in such partnership; the
principal user will be considered as owning the
capital and profit interests in a partnership
owned by or.for..members of his family, that is,
his brothers and sisters, spouse, ancestors or
lineal descendants.
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Mr. Jay C. Oehler
Page Two
August 22, 1980
By way of definition, under the Internal Revenue Code a
"principal user" of the facility is any person who has the
use of more than 10% of the facility. Thus, any person
owning more more than 108 of either the hotel or retail
project is a principal.user..thereof....Likewise, any tenant
of one of the projects who leases more than 10% of the
available space is deemed to be a principal user thereof.
If the principal user of any one of the shopping mall
projects is an individual, then under the Internal Revenue
Code persons related to such principal user would include
the following:
1. Members of the principal user's family, that is,
his brothers and sisters, spouse, ancestors or
lineal descendants, such as children or granchildren;
2. A corporation more than 508 in value of the outstand-
ing stock of which is owned, directly or indirectly,
by or for the principal user; for purposes of
determining the ownership of stock, -the principal
user is considered to own the stock owned by any
of those family -members --specified in paragraph 1
above;
3. The fiduciary of any trust of which the principal
user is the grantor;
4. The beneficiary of a trust if the principal user I
is the fiduciary of such trust;
5. The fiduciary, -of -'a -trust -if the principal user is
the beneficiary of such trust;
6. A corporation more than 508 in value of the out-
standing stock of which is owned, directly or
indirectly, by or for the trust, or by or for a
person who is the grantor of the trust, if the
principal user is a fiduciary of the trust;
7. A partnership, if the principal user owns, directly
or indirectly, more than 508 of the capital interest
or the profits interest in such partnership; the
principal user will be considered as owning the
capital and profit interests in a partnership
owned by or.for..members of his family, that is,
his brothers and sisters, spouse, ancestors or
lineal descendants.
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Mr. Jay C. Oehler
Page Three
August 22, 1980
If the principal user of either project is a corporation,
then persons related to such principal user will include the
following:
1. An individual who owns, directly or indirectly,
more than 508 in value of the outstanding stock of
the principal user; the individual will be con-
sidered as owning the stock owned, directly or
indirectly, by or for members of his family; that
is, his brothers and sisters, spouse, ancestors or
lineal descendants.
2. Another corporation owning more than 508 of the
total combined voting power of the outstanding
stock of the principal users; for example,
corporation A owns stock possessing 608 of the
total combined voting power of all classes of
stock of corporation B, the principal user of the
project. Corporation A is the common parent of a
parent -subsidiary controlled group consisting of
corporations A and B, and therefore A and.B are
related persons;
3. Any other corporation or corporations, if five or
fewer persons own at least 508 of the value of all
classes of stock of such other corporation or
corporations and the principal user, and the same
five or fewer persons own more than 508 of the
total combined voting power of all outstanding
stock of such other corporation. or corporations
and the principal- user (a brother -sister controlled
group).
If the principal user of either project is a partnership,
then persons related to such principal user will include the
follriwing:
1. Any partner of the principal user who owns, directly
or indirectly, more than 508 of the capital interest
or the profits interest in such principal user; a
partner will be considered as owning the capital
and profit interests in a partnership owned by or
for members of his family, that is, his brothers
and sisters, spouse, ancestors or lineal descendants.
If, however, A and B were exactly equal partners,
neither A nor B would be a related person.
MICROFILMED BY
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Mr. Jay C. Oehler
Page Three
August 22, 1980
If the principal user of either project is a corporation,
then persons related to such principal user will include the
following:
1. An individual who owns, directly or indirectly,
more than 508 in value of the outstanding stock of
the principal user; the individual will be con-
sidered as owning the stock owned, directly or
indirectly, by or for members of his family; that
is, his brothers and sisters, spouse, ancestors or
lineal descendants.
2. Another corporation owning more than 508 of the
total combined voting power of the outstanding
stock of the principal users; for example,
corporation A owns stock possessing 608 of the
total combined voting power of all classes of
stock of corporation B, the principal user of the
project. Corporation A is the common parent of a
parent -subsidiary controlled group consisting of
corporations A and B, and therefore A and.B are
related persons;
3. Any other corporation or corporations, if five or
fewer persons own at least 508 of the value of all
classes of stock of such other corporation or
corporations and the principal user, and the same
five or fewer persons own more than 508 of the
total combined voting power of all outstanding
stock of such other corporation. or corporations
and the principal- user (a brother -sister controlled
group).
If the principal user of either project is a partnership,
then persons related to such principal user will include the
follriwing:
1. Any partner of the principal user who owns, directly
or indirectly, more than 508 of the capital interest
or the profits interest in such principal user; a
partner will be considered as owning the capital
and profit interests in a partnership owned by or
for members of his family, that is, his brothers
and sisters, spouse, ancestors or lineal descendants.
If, however, A and B were exactly equal partners,
neither A nor B would be a related person.
MICROFILMED BY
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�: CEDAR RAPIDS • DES MOINES
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Mr. Jay C. Oehler
Page Four
August 22, 1980
2. Any other partnership, if the same persons own,
directly or indirectly, more than 508 of the
capital interest or profits interest of both
partnerships., --To illustrate,.if A owns a fifty-
five percent (556) interest in the A -B partnership
and also a fifty-five percent (558) interest in
the A -C partnership, the two partnerships would be
related persons. Similarly, if A owns an 806
interest in the A -B -C partnership and a 106 interest
in the B -D -A partnership, while B owns a 106
interest in the A -B -C partnership and an 806
interest in the B -D -A partnership, there are two
persons (A and B) who together own a 906 interest
in both partnerships, and therefore are related
persons.
Therefore, as we proceed to compute the $10,000,000
limitation and the tax exempt status of each of the bond
issues, we must identify the principal users of the projects,
as well as those persons considered to be related to such
principal users. It must then be determined whether any of
such principal users or-related.persons:.is•also the principal
user of any other facility located in Iowa City. Finally,
it is necessary to establish the amount of capital expenditures
made with respect to any such other facility in Iowa City
within the three years preceding the date of the bond
issue, and the amount of capital expenditures that will be
made within the three years following the date of the bond
issues.
In the instance of the department store project, Plaza
Retail Associates, a joint venture, is the owner and principal
user of.the project. City Plaza Limited Partnership is the
only "partner" of the joint venture (which is treated as a
"partnership" for these purposes under Section 761 of. the
Internal Revenue Code) having a capital or profits interest
in the joint venture of more than 506. Further, none of the
partners of City Plaza owns more than a 506 interest in the
capital and profits of that partnership. Thus, City Plaza
Limited Partnership is the only person related to the Plaza
Retail Associates, the principal user of the project, within
the meaning of the Internal Revenue Code. A financial
analysis submitted to us does not disclose any capital
expenditures made by City Plaza in Iowa City within the last
three years.
Similarly, Towers Hotel Associates, a joint venture and
a partnership for purposes of our analysis, is the principal
user of the hotel project. Of the three "partners" of
Towers Hotel Associates, College Towers Limited Partnership
/7/1
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Mr. Jay C. Oehler
Page Five
August 22, 1980
has more than a 50% interest in the capital and profits of
Towers Hotel, and thus is a related person to Towers Hotel
Associates within the meaning of the Internal Revenue Code.
Further, none of the partners proportionate interests in the
capital or profits of College Towers exceeds 508, and accord-
ingly there are no other persons related to the principal
user of the hotel project, Towers Hotel Associates. Our
documents indicate College Towers has not made any capital
expenditures in Iowa City within the last three years.
In sum, based on the information you have provided us,
Plaza Retail Associates is the principal user of the depart-
ment store project, and City Plaza Limited Partnership is
the only person related to Plaza Retail Associates within
the meaning of the Internal Revenue Code. Similarly, Towers
Hotel Associates is the principal user of the hotel project,
and College Towers Limited Partnership is the only person
related to Towers Hotel Associates within the.meaning of the
Code.
In computing the $10,000,000 limitation applicable to
the retail project, there must be taken into account the
aggregate amount of capital expenditures made by Plaza
Retail Associates and City Plaza Limited Partnership with
respect to any other facility located in Iowa City within
the three years previous to the date of the bond issue if
either is a principal user of such facility, as well as the
capital expenditures made with respect to the department
store project. Likewi.se,..the.$10,000,0,00.limitation applicable
to the hotel project will be computed by taking into account
the capital expenditures made by Towers Hotel Associates and
College Towers Limited Partnership with respect to any other
facility located within Iowa City within the three years
previous to the date of the bond issue if either is a
principal user of such facility, as well as the capital
expenditures made with respect to the hotel project.
It does not appear the capital expenditures of Plaza
Retail Associates and City Plaza Limited Partnership with
respect to the department store project and of Tower Hotel
Associates and College Towers Limited Partnership with
respect to the department store project will exceed $10,000,000,
respectively.
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Mr. Jay C. Oehler
Page Six
August 22, 1980
�1+
In addressing the calculation of the $10,000,000
limitation, we would note the issuance of regulations by the
Internal Revenue Service interpreting the term "principal
r user" is expected.within the next six to eight months.
Recent private rulings and telephone conversations we have
di had with the IRS ruling branch indicate the Service is now
contemplating a rule that would apply the 108 definition of
principal user directly to the partners of any partnership
that is the owner and user of a facility. That is, any
partner owning more than a 108 capital or profits interest
in a partnership that is a principal user of the facility
Fwould also be considered to be a principal user of the
R facility.
Assuming the IRS were to adopt this more restrictive
definition of principal user, it does not appear our con-
clusions stated herein would change, since no partners other
than City Plaza Limited Partnership and College Towers
Limited Partnership would own, actually or constructively, a
more than 108 capital or profits interest in Plaza Retail
y Associates or Towers Hotel Associates, respectively. Nevertheless, -
because -the actual-.andconstructive-of Old Capitol
h Business Center Company in Plaza Retail Associates and
Investments Incorporated in Towers Hotel Associates may
approach 10%, we feel it will be advisable to consider both
the 108 principal user test and the 508 related person test
in computing the $10,000,000 limitation.
As we have discussed, a final computation of the $10,000,000
y limitation must include the capital expenditures of any
! tenant occupying'-more••than ten percent -of -the space of each
project.
If a more detailed explanation of our analysis is
p desired, please let me know. We look forward to receiving
your response to this letter.
= Very truly yours,
AHLERS, COONEY, DORWEILER, HAYNIE & SMITH
By
am
James L. K ambeck
JLK/crh
1
cc: Mr. Ivan Himmel
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