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2003-05-08 Info Packet
CITY COUNCIL INFORMATION PACKET CITY OF IOWA CITY May 8, 2003 www.icgov.org IP1 Tentative Future Meetings and Agendas IP2 Memorandum from City Manager: Budget Reduction Plan IP3 Email from Sharon Hickey to City Manager: Reinvent Iowa IP4 Email from Kent Bliven to City Manager: Recreation Online Activity IP5 Memorandum from City Attorney: Smoking in Food Establishments Ordinance IP6 Iowa City Police Department Use of Force Report - April 2003 IP7 Memorandum from Customer Service Manager: Utility Discount Program Statistics - FY02 and FY03 IP8 City of Iowa City Quarterly Investment Report - December 31, 2002 to March 31, 2003 IP9 Building Permit Information - April 2003 IP10 Agenda: May 13 Council Economic Development Committee Article distributed by City Manager: "Want Iowa to grow? Nurture its cities" I PRELIMINARY/DRAFT MINUTES IPll Housing and Community Development Commission: April 22 CITY COUNCIL INFORMATION PACKET CITY OF IOWA CITY May 8, 2003 www.icgov.org MISCELLANEOUS ITEM IPl Jture Meetings and Agendas IP2 ~m City Manager: Budget Plan IP3 Email from ickey to Reinvent Iowa IP4 Email from Kent City Manage~ Recreation Online Activity IP5 Memorandum from Smoking in Food Establishments Ordinance IP6 Iowa City Police Department of Force Report - April 2003 IP7 Memorandum from Custom( Manager: Utility Discount Program Statistics - FY02 and FY03 IP8 City of Iowa City Quartel - December 31, 2002 to March 31, 2003 IP9 Building Permit - April 2003 IPI0 Agenda: May '13 C¢ Economic Develol ommittee MINI IPll Housing and r Development Commission: .>2 City Meeting May 8, 2003 Council Schedule and C,T~ o~ IO~V^ C,T¥ Work Session Agendas www.icgov.org I TENTATIVE FUTURE MEETINGS AND AGENDAS I · MONDAY, MAY 12 EmmaJ. HarvatHall 6:30p Special Council Work Session · Budget Reduction Plan · TUESDAY, MAY '13 Emma J. Harvat Hall 7:30p Special Council Work Session (If Necessary) · Budget Reduction Plan · MONDAY, MAY 19 EmmaJ. HarvatHall 6:30p Council Work Session · TUESDAY, MAY 20 Emma J. HarvatHall 7:00p Council Formal Meeting · MONDAY, MAY 26 Emma J. Harvat Hall Memorial Day Holiday - City Offices Closed · MONDAY, JUNE 9 Emma J. HarvatHall 6:30p Special Council Work Session · TUESDAY, JUNE 10 EmmaJ. HarvatHall 7:00p Special Council Formal Meeting · MONDAY, JUNE 23 Emma J. Harvat Hall 6:30p Special Council Work Session · TUESDAY, JUNE 24 Emma J. Ha~/atHall 7:00p Special Council Formal Meeting Meeting dates/times/topics subject to change FUTURE WORK SESSION ITEMS Regulation of Downtown Dumpsters Downtown Historic Preservation City of Iowa City MEMORANDUM Date: May 6, 2003 To: City Council From: City Manager Re: Budget Reduction Plan ~' As we are all aware, the State legislature has seen fit to approve legislation resulting in a dramatic reduction in State aid to municipal governments. These reductions, which involve a repeal of existing law, are applicable to our FY04 budget and thereafter. The FY04 budget was approved by the City Council and submitted to the State in March as required by law. The State aid to municipal governments involved the consolidated payment from the State for population, personal property tax reimbursement, monies and credits, as well as the bank franchise fees. These amount to slightly over $1 million in our FY04 General Fund. Considering we levy $18,500,000 in property taxes for our General Fund operations, this represents 5.4% of General Fund property tax revenues for FY04. Additionally, we have also been advised the residential rollback for FY05 will decline dramatically from its current 51.3% to 47% or less. The rollback represents another loss of income to our General Fund and is projected to result in a further revenue reduction in FY05 of $800,000. In order to effectively address these circumstances, both fiscal years 04 and 05 need to be considered in order to assess the full impact of these State reductions. All of these issues in combination require we permanently reduce our proposed FY04 budget and our projected 05 budget, as well as consider what other future revenue alternatives might be available. We are using maximum taxing authority for our General Fund operations. One of the greatest problems in reducing any government's budget is the highly political question of the relative value of public services. All public services are valuable, at least to those citizens who utilize the particular service. Most everyone would agree there are varying levels of public services. Some services benefit many, others a few. The continuum of public services ranges from mandated programs that cannot be reduced to programs that have evolved because of community interests. As we work to reduce our services/programs in the face of the recent State executive/legislative action, we would hope to achieve some balance in the task of reducing - a daunting task for the Council. State Reduction in Aid May 6, 2003 Page 2 In order to develop a Budget Reduction Plan that minimizes the effect on public services and our employees, as well as meet the financial constraints imposed upon us, we initiated abbreviated but intense review of departmental operations and have prepared for your consideration program reductions and revenue increases, as well as an implementation strategy. Some of the service reductions involve internal accountability and administrative systems that support our organization, and others that provide direct service to the community. The new and/or amended revenues suggested will require Council legislative authorization, preferably early in the process. In order to minimize the impact of the budget reductions implemented and others as you might direct, we are proposing, to the fullest extent possible, these reductions be phased in over the next 18 months - July 1,2003 to January 1, 2005. Our current cash position that has supported our highly favorable credit rating and due to our historic efforts to maintain these healthy reserves will allow us some discretion in implementing budget changes. This can protect us from severe and immediate changes such as those recently imposed by the State. However, our reserves cannot provide monies to offset the overall effect of the reductions in revenue by the State. Permanent reductions and/or revenue increases must be initiated. A phased approach is somewhat unique and does require commitment to a plan of reduced service, but also allows a more thoughtful, deliberate approach to the overall reduction in force that will need to occur. There are service reductions you may find acceptable and others you may not. Proposed reductions and options have been prepared. The ability to phase a particular service reduction will also need to be determined as you assess each reduction proposal. You have the ability to move decisively and make reductions immediately. However, we believe our planned approach, which incorporates managed attrition, is better for all concerned - the community, our employees, and our overall financial position. In the preparation of the Budget Reduction Plan, a basic underlying premise was used - we would "manage our way" through these difficult circumstances and not create a knee-jerk response. We applied the following principles to our proposal: State Reduction in Aid May 6, 2003 Page 3 1. We have attempted to bring a balanced approach to service changes/reductions without severely compromising the overall mission of the department which provides the particular public service. 2. We would attempt a managed process whereby a phasing of these reductions would occur. Wherever possible in implementing our managed attrition plan, the direct impact on employees (immediate layoff) is minimized. This also has an added benefit of minimizing unemployment compensation costs (we are self-insured). 3. With a managed attrition plan, we utilize our historic retirement patterns and annual turnover experience to support a phased implementation policy for the Budget Reduction Plan. As of January 1, 2005 we will have 25 employees eligible for retirement. Please note we cannot make someone retire, but our experience is that many wil~ choose to do so. Also annual turnover and other resignations are factored into the reduction in force. If there is not sufficient reduction in proposed permanent employmer~t as outlined in the Budget Reduction Plan, it will of necessity require implementation (layoff) of the reduction. We are working to minimize those circumstances. In implementing a managed attrition plan, my office will need discretion in determining which positions are filled and those which are not. In order to reduce total employment, attrition plans and/or freezes must be used wisely. Attrition is random, that is those who wish to retire or resign are not the positions involved in the service reduction. Certain positions may need to be filled. Without management discretion, an effort to reduce overall employment cannot effectively occur. 4. We would use our cash reserves to support the planned phasing of reductions. However, certain services do not lend themselves to phasing and will require immediate reduction· 5. We must be vigilant in preserving our Aaa credit in order to assure no long-term slippage of our financial position. This cannot be guaranteed due to the State's control over local governments as clearly represented by the imposed revenue reductions. We are vulnerable to State financial policy, but it will remain our goal to preserve our superior credit and the long-term savings it represents. 6. Departments will be given goals and directions in accordance with the Budget Reduction Plan approved by Council, and given no more than 18 months to fulfil~ the Budget Reduction Plan. Periodic reports will be prepared for Council in order to update our efforts. State Reduction in Aid May 6, 2003 Page 4 7. County governments as well as cities will have their State aid reduced. We note we have contracts with the County for library and senior services. If they were to reduce their participation, we would need further reductions in the General Fund. 8. Wage freezes were not considered as a component of the Budget Reduction Plan. By postponing adjustments for a period of time, we gain little in attempting to provide for permanent reductions in the costs of our program of services. Additionally, there is a question of fairness, i.e. singling out any group of employees in order to have them bear an extraordinary financial burden while other groups do not. There is often a tendency to apply such a freeze to administrative employees since they are not subject to collective bargaining agreements. Many of these are long-term employees and they have been encouraged over the years that hard work and achievement will provide certain rewards. To single out that group discourages ambition. Like other organizations, including the universities and the State of Iowa, we should work to assure that the compensation for our employees is fair. We also propose that our Enterprise Funds be left out of the equation in the reductions of our General Fund. There will be employee turnover within these funds as well as others, and we can create an opportunity to have those employees leaving General Fund service to possibly seek employment with a position financed by an Enterprise Fund. I must reiterate that the circumstances we face are a direct result of the State's control over local government finances and clearly demonstrate our financial vulnerability to the State. Be that as it may, we must move decisively to respond to these changes. The Budget Reduction Plan represents $1,340,000 in reductions, and $497,000 in new revenues, or a total of $1,837,000. We recognize that expenses and revenues projected out much beyond eighteen months are difficult to guarantee (also another session of the State Legislature will occur January 2004). We believe we have made accurate projections based on the information available. Also included in this report are "options" which will give you some ideas about alternative revenue increases or budget reductions. Many of the options need additional work in order to estimate their financial consequences. Attachment BUDGET REDUCTION AND REVENUE PROPOSALS (not in priority order) 04 05 1. Reduction of one Associate Planner. Will result in delays in implementing -40,000 the Comprehensive Code Update. -40,000 2. Elimination of neighborhood newsletters, preparation, printing and mailing. -16,000 Will consider use of web page and encourage neighborhoods to create their own financial resources. -16,000 3. Eliminate PIN grants from General Fund. Street and related right-of-way -15,0b0 improvements can be financed from Road Use Tax. A PIN grant program related to right-of-way improvements could include minor street repair, -15,000 trees in right-of-way, neighborhood signing, trails, bikeways. 4. Reduce contribution to ICAD by 10%, or $5,000. This contribution has been -5,000 $50,000 for many years. Note the Department of Planning and Community Development also has not filled the Economic Development Coordinator -5,000 position. These duties have been assumed, pad-time, by our Community and Economic Development Coordinator. 5. Reduce library printing and postage by $15,000. Library newsletter and -15,000 circulation notice distribution will be reduced. They will be sent electronically to the fullest extent practical. -15,000 6. Reduce library materials budget to FY03 levels and establish this as the -15,000 new base amount. The reduction is $15,000. -15,000 7. Elimination of one FTE position. Library operational policy will determine -45,000 the specific positions. -45,000 8. Increase library fines and fees. +15,000 +15,000 9. Library commercial space to be leased and rental income accrue to -0- General Fund. The space represents 4200 square feet on first floor and 7000 square feet in basement. Originally the income was to be used to +50,000 retire library building debt. The estimated income would be directed to the General Fund, not debt service. An annual income when fully leased $100,000. 10. Eliminate library parking reimbursement ($10,000) begun in 2000 to -10,000 -10,000 address library users' most persistent complaint. 11. Reduce the complement of Police Officers personnel by 5. Immediate 250,000 impact will be the elimination of DARE, reduction in Community Relations activities, reduced patrol strength and investigative work. Other possible 250,000 staffing reductions, in lieu of, will be considered as alternative reduction options continue to be explored. 12. Eliminate 2 full-time equivalent permanent employees in parks and/or -80,000 recreation. Final positions vacated to be determined by program reductions, attrition and retirement effects on total departmental -80,000 employment. 04 05 13. Reduce all Community Events and Aid to Agencies for FY04 by 10%; and -37,000 10% for FY05. Each recipient would be notified of the reduction of 10% in the amount the Council approved for FY04. It would become the new base -34,000 for FY05. 14. Reduce the complement of Public Works, Engineering, and related support -130,000 staff by 2½ full-time equivalents. Much of the staff time is devoted to design, management, inspection-related services for capital and -130,000 maintenance related projects. 15. Reduce the complement of Finance and General Administrative support by -130,000 2½ full-time equivalents. These positions support our internal management programs/policies and provide support to other City departments. -130,000 16. Charge the Housing Authority for the administrative time of the Housing +10,000 Assistant in performance of Housing Quality Standards required by the Department of H.U.D. +10,000 17. For the Housing Inspection Division to be fully funded by fee revenue and +90,000 maintain the same staff level, the fees would need to be increased by 42%, or $93,000 per year. +90,000 Option - To be fully funded AND hire an additional inspector would need to increase 66% and generate $145,000. 18. Eliminate Saturday Bus service. This service represents 11% of our -180,000 revenue miles/cost, but only 4% of our ridership. -180,000 19. Reduce advertising budget for Transit (current budget is $20,000) -5,000 -5,000 20. Charge a $.25 fare for the Downtown Shuttle. +30,000 +30,000 21. Re-do our employee training and education policies to concentrate on -75,000 continuing education requirements, training and education transferable to other employees. Review all out of state travel related to training and -75,000 education. Discourage City employee participation in leadership roles for professional association. 22. Increase Building Inspection fees by $70,000. Current fees amount to +70,000 $800,000 annually. An increase of $70,000 or 8% - our fee schedule would remain similar to other area communities. +70,000 23. Eliminate the Saturday night concert series planned for downtown -8,000 pedestrian mall. -8,000 24. Reduce Parkland Acquisition Fund from $320,000 to $50,000. These +100,000 Funds would be payable to the General Fund for FY04 of $100,000; FY05 of $100,000; and $70,000 in FY06. This eliminates capital Project +100,000 contributions and a means for financing the Parks & Recreation Master Plan. 04 05 25. Increase parking violations from $3 to $5, assuming the State Legislature +75,000 authorizes the ability to increase. +75,000 26. Reduce Hotel Tax contribution to the CVB from $137,500 to $100,000, and -37,000 change annual % contribution of Hotel tax from 25% to 20%. -37,000 27. Eliminate Public Power study for FY04. This preliminary study was -50,000 financed in FY03 for $18,000. This would have the effect of no additional financing available for any follow-up studies and related costs such as -0- litigation for consideration of this proposal. 28. Increase cable revenues paid to the General Fund from current $30,000 +70,000 annually (was new in FY04) to $100,000. Will require program reductions in cable operations. +70,000 29. Reduce Fire staff from 59 to 55. The Depadment is currently one over staff -184,000 (authorized 58). In 2002, 6 new firefighters were hired in anticipation of the proposed 4th station. The new station will be on indefinite hold. -184,000 30. Good bids, mild weather "fund." 50,000 50,000 mgr~proposalsO4-28.d oc Options (not in priority order) 1. Develop a use of right-of-way fee for water, sewer, and storm water utilities. As Enterprise Funds these services operate in the public right-of-way, without charge. The consequences, depending on the system used to measure the financial implications, will have a direct impact on water and sewer rates, and the proposed fees for a storm water utility. 2. Eliminate selected Boards and Commissions. Will discontinue staff time commitment for newest boards. They are: Public Art Advisory Committee and Police Citizen Review Board. Direct expenses in value miscellaneous materials support and legal assistance, $4,000 and $7,000 respectively. 3. Eliminate transit service after 7 p.m. Would be an annual savings of $226,000. 4. Direct that negotiations for airport lease payments be initiated with increased rents as the goal. Establish a subsidy as a percentage of operations costs. 5. Assess the impact of the proposed nuisance abatement ordinance currently being considered. 6. Assess capital improvement project (those in current plan years and those unfunded) - decide on those that have the greatest potential to increase the property tax base. Economic development (tax base) to be higher priority in capital investment (CIP) - "bang for the buck" economic policy. 7. Review all planning and development fees (currently they are inflation adjusted). 8. Review the biennial deer kill ($100,000/year) planned for FY04 and FY06 9. Restructure internal loans to Airport for Hangars, Senior Center, and Fire capital projects - Extend payments? (not recommended) Declare them paid? (can be done selectively) 10. Renegotiate SEATS agreement with County. Currently 40 hours of SEATS services are provided on weekends (Saturday and Sunday). If service is eliminated, a savings of $48,000 annually. 11. Expanded advertising on buses, painted to reflect a product promotion. Estimated annual income of $20,000. Could be as high as $40,000 if used on all 21 buses. 12. Eliminate selected national membership participation by the City in organizations representing City issues, most often at the Federal level. Such as: - National League of Cities $4,400 - American Public Transit $5,000 14. Eliminate payment of the $20,000 multi-county assessment from General Fund to EClCOG. Maintain an involvement in ECICOG Solid Waste Management issues with funds from Landfill revenues. 15. Increase parks and recreation fees. These include recreation programming, cemetery, shelter rental, and City parl~ amusements. Recreation fees are sensitive to public requests for these types of services and are reviewed periodically. Cemetery and shelter fees have not been adjusted in several years. 16. Eliminate downtown shuttle. A savings of $80,000. Mgr~budget options 1 17. Consider an "Adopt-a-Trail" program for City trails and pedestrian ways. This would be similar to the IDOT "Adopt-a-Highway" program and our "Adopt-a-Park". 18. Consider rental of the Salvage Barn and Furniture Project. These two organizations use City- financed facilities at the Landfill for no charge. Mg~budgelo~ions 2 Steve Atkins From: Sharon Hickey Sent: Tuesday, May 06, 2003 4:24 PM To: CityVoices Subject: Reinvent Iowa Susan, This is what Mayor Patterson set to the capital to Governor Vilsack, Sally Pederson, and Elisabeth Buck. Sharon Hickey Administrative Assistant to the Mayor Fort Dodge, IA Governor Vilsack: As Mayor of Fort Dodge and having spent the majority of my life in the private sector, I can agree that cities and counties are going to have to find ways to provide services to our citizens without always raising taxes. We have to start sharing the equipment and the manpower with other cities and/or counties. We can no longer equip ourselves with equipment and manpower to provide maximum service only once or twice a year. So I'm not upset with the reinvent Iowa bill SF 453 but I'm damn mad that the legislators passed this and only gave me 60 days or less to try and make the cuts necessary to maintain a balanced budget as required by state law and also all cities and counties have already submitted our 2003-2004 budget to the state. Had we been given a year's notice to make the cuts that this shortfall will make necessary, we could have spared alot of hurt that will come from the 15 - 20 layoffs that we will have to do to achieve a balanced budget. Please give us the time to do our jobs and we ill do them. Respectfully, ~ William W. Patterson Mayor of Fort Dodge ~1 ~ ~ ~....~_......~ 5/7/03 Lisa Mollenhauer From: Kent Bliven Sent: Thursday, May 08, 2003 8:54 AM To: Steve Atkins Cc: Lisa Mollenhauer Subject: Recreation Online Activity Yesterday, May 7, was the first day of registration at the Rec. Center. It was also the first day of using our new online registration process which allows citizens to browse, sign-up and pay for classes over the internet, using a credit card to make the purchase. Another change was that occurred last week was the transaction terminals were removed from the cashiers at both the Rec. Center and Mercer Park Aquatic Center. Rather than running each card through the transaction terminal, waiting for it to authorize, then typing card number, name, and authorization number into the Recware Software, all they have to do is swipe the credit card on their new keyboards which are equipped with magnetic card readers. Once swiped, all information is entered into the software and is authorized using the new intemet payment system. Daily total for yesterday are as follows: No. of Customers that registered and paid online: 90 No. of Credit Cards Processed In-House: 87 Total dollar value of classes purchased online: $4645.00 Total dollar value of classes purchased in-house: $6007.00 Kent Bliven Information Technology Services City of Iowa City ~ (319) 356-5421 FAX: (319) 356-5009 [] mailto:kent-bliven~i9 .w_ a-city.org 5/8/03 City of Iowa City IP5 MEMORANDUM Date: May 8, 2003 To: City Council I'~ ,~ From: Eleanor M. Dilkes, City Attorney Re: Smoking in Food Establishments Ordinance Attached is a copy of the Iowa Supreme Court decision filed yesterday in the case of James Enterprises, Inc. vs. City of Ames, the challenge to Ames' ordinance banning smoking in certain public places. The Supreme Court reversed the decision of the District Court and held that State law, which allows the designation of smoking areas in public places, preempts City ordinances prohibiting smoking in those public places. As a result of the Supreme Court's ruling, effective immediately, Iowa City's ordinance is unlawful and unenforceable. I will place an ordinance repealing the no smoking ordinance on the Council's next agenda. Please contact me if you have any questions. Attachment co: Steve Atkins, City Manager Dale Helling, Assistant City Manager Marian Karr, City Clerk Andy Matthews, Assistant City Attorney R. J. Winkelhake, Police Chief e~eanorlmemlsmok~ng&food doc IN THE SUPREME COURT OF IOWA No. 33 / 02-0415 Filed May 7, 2003 JAMES ENTERPRISES, INC. d/b/a CYCLONE TRUCK STOP, CLYDE'S OF AMES, INC. d/b/a WALLABY'S, YE OLDE, L.L.C. d/b/a DUBLIN BAY, DE PAULA, INC. d/b/a CAFE BEAUDELAIRE INTERNATIONAL CUISINE & BAR, STEVE SOESBE d/b/a TRADEWINDS CAFE, ROZEBOOM FOODS, INC. d/b/a WHISKEY RIVER, and TOM ZMOLEK d/b/a PEOPLES BAR & GRILLE, Appellants, VS. CITY OF AMES~ IOWA, Appellee. LOVISH BEDERAZACK d/b/a CAFE LOVISH, Intervenor-Appellant, VS. CITY OF AMES~ IOWA, Appellee. Appeal from the Iowa District Court for Story County, Carl D. Baker, Judge. Owners of food service establishments appeal from judgment rejecting claim that local ordinance banning smoking was in contravention of state law. REVERSED AND REMANDED. 2 Fred L. Dorr of Wasker, Dorr, Wimmer & Marcouiller, P.C., Des Moines, for appellants. John R. Klaus, City Attorney, Ames, for appellee. 3 CARTER, Justice. Plaintiffs and intervenor, who are the owners of food service establishments in the City of Ames, appeal from an adverse judgment in a claim seeking declaratory and injunctive relief that would preclude enforcement of a local ordinance banning smoking. It is the contention of the food service establishments that the ordinance in question contravenes controlling state law. The district court rejected that contention and upheld enforcement of the ordinance. After reviewing the record and considering the arguments presented, we reverse the judgment of the district court. Plaintiffs and intervenor are various owners and operators of business establishments in the city. Prior to the enactment of chapter 2 lA of the Municipal Code of the city, plaintiffs were able to accommodate both smokers and nonsmokers on their premises, where food and beverages were also served. Chapter 2 lA prohibits smoking in any public place, with a few exceptions, so that as a general rule smoking is prohibited in food service establishments between the hours of 6 a.m. and 8:30 p.m. Plaintiffs filed a petition for declaratory judgment and a request for a temporary injunction in which the intervenor joined. A hearing was held on the request for the temporary injunction, which was denied. Thereafter, plaintiffs filed a motion for summary judgment, which was resisted by the city. After a hearing on the matter, the district court denied the motion for summary judgment, and based on the legal conclusions that were reached in ruling on that motion, the court upheld the city's contentions on the merits and dismissed the claims of plaintiff and intervenor. They have appealed. I. Scope of Review. The scope of review of summary judgment rulings is for correction of errors at law. Garofalo v. Lambda ChiAlpha Fraternitlt, 616 N.W.2d 647, 4 650 (Iowa 2000). The court views the factual record in the light most favorable to the resisting party, affording the party all reasonable inferences. Id. at 649. Summary judgment is only proper if there are no genuine issues of material fact and the moving party is entitled to judgment as a matter of law. Iowa R. Civ. P. 1.981(3). If the conflict in the record concerns only legal consequences of undisputed facts or whether a particular duty arises out of the parties' relationships, the matter is properly resolved on summary judgment. Garofalo, 616 N.W.2d at 650. II. Whether the District Court Erred in Finding Iowa Code Section 142B. 2(2) Does Not Restrict the Extent to Which Municipal Ordinances May Prohibit Smoking in Public Places. A. Arguments. Plaintiffs and intervenor contend the district court's failure to restrict the scope of municipal ordinances creates inherent inconsistencies. They further assert that such inconsistencies create a dilemma for those with custody or control of public places due to the conflict between rights granted under state law and local restrictions. The city argues the district court correctly found its ability to prohibit smoking is not restricted by a state statute. The city further argues such a position is consistent with home rule powers. B. Analysis. Iowa Code chapter 142B.2 prohibits smoking in public places,1 subject to certain exceptions: 1. A person shall not smoke in a public place or in a public meeting except in a designated smoking area. This prohibition does not apply in cases in which an entire room or hall is used for a private social function and seating arrangements are under the control of the sponsor of the function and not of the proprietor or person in charge of the place .... 2. Smoking areas may be designated by persons having custody or control of public places, except in places in which ~"Public place" is defined in Iowa Code section 142B.1{3) and includes tall restaurants with a seatin§ capacity ~reater than fifty." The parties agree that plaintiffs' establishments qualify as public places. 5 smoking is prohibited by the fire marshal or by other law, ordinance, or regulation. 3. Where smoking areas are designated, existing physical barriers and existing ventilation systems shall be used to minimize the toxic effect of smoke in adjacent nonsmoking areas. In the case of public places consisting of a single room, the provisions of this law shall be considered met if one side of the room is reserved and posted as a no-smoking area. No public place other than a bar shall be designated as a smoking area in its entirety. If a bar has within its premises a nonsmoking area, this designation shall be posted on all entrances normally used by the public. If the public place is subject to any state inspection process or under contract with the state, the person performing the inspection shall check for compliance with the posting requirement. Iowa Code § 142B.2 (2001) (emphasis added). Violators of section 142B.2 are subject to a civil fine. Iowa Code § 142B.6. That section further provides: Enforcement of this chapter shall be implemented in an equitable manner throughout the state. For the purpose of equitable and uniform implementation, application, and enforcement of state and local laws and regulations, the provisions of this chapter shall supersede any local law or regulation which is inconsistent with or conflicts with the provisions of this chapter. Iowa Code § 142B.6 (emphasis added). While the legislature has obviously spoken to some degree of specificity, the city argues that it had the authority under the home rule power to prohibit smoking in public places under local government jurisdiction. The Iowa Constitution is the source of the municipalities' home rule power: Municipal corporations are granted home rule power and authority, not inconsistent with the laws of the general assembly, to determine their local affairs and government, except that they shall not have power to levy any tax unless expressly authorized by the general assembly. Iowa Const. art. III, § 38A. 6 In interpreting cities' home rule power, the court has recognized that cities have "the authority to act unless a particular power has been denied them by statute." Crippen v. CitJJ of Cedar Rapids, 618 N.W.2d 562, 568 {Iowa 2000) {quoting Ci~ of Des Moines v. Master Builders of Iowa, 498 N.W.2d 702,703-04 {Iowa 1993)). The home rule scheme envisions the possibility that state and local governments will regulate the same areas: A city may not set standards and requirements which are lower or less stringent than those imposed by state law, but may set standards and requirements which are higher or more stringent than those imposed by state law, unless a state law provides otherwise. Iowa Code § 364.3(3) {emphasis added). Notably, the grant of authority to local government to establish stricter standards by ordinance than those provided in state statutes dealing with the same subject is expressly curtailed if a state law provides otherwise. Clearly, the provision in the ordinance of the city that prohibits designated smoking areas conflicts with the provisions of section 142B.2, which allows such designation. We are convinced that the language of Iowa Code section 142B.6, which states "[f]or the purpose of equitable and uniform implementation, application, and enforcement of state and local laws and regulations, the provisions of this chapter shall supersede any local law or regulation which is inconsistent with or conflicts with the provisions of this chapter," supersedes the conflicting provisions of the city ordinance. When provisions of different statutes relating to the same subject matter conflict, it is our responsibility to resolve the conflict using settled rules of interpretation. In re Estate of Bliven, 236 N.W.2d 366, 369 (Iowa 1975); State v. Bartz, 224 N.W.2d 632, 635 (Iowa 1974); Goergen u. State 7 Tax Coram'n, 165 N.W.2d 782, 785-86 (Iowa 1969); 2A Sutherland, Statutonj Construction §§ 51.02-51.03 (Sands 4th ed. 1973}. We find that the language of section 142B.6 should curtail any grant of local authority that may be supplied by section 142B.2(2) for two reasons. First, that section comes later in the chapter and purports to govern everything in the chapter that comes before it. Second, it appears that section 142B.2(2) was enacted in t987,2 and section 142B.6 was enacted in 1990.3 Iowa Code section 4.8 provides: If statutes enacted at the same or different sessions of the legislature are irreconcilable, the statute latest in date of enactment by the general assembly prevails. If provisions of the same Act are irreconcilable, the provision listed last in the Act prevails. Because section 142B.6 is the later enactment, its provisions should govern over any conflicting language in section 142B.2. We have considered all issues presented and conclude that the judgment of the 'district court should be reversed. The case is remanded to that court for a grant of declaratory and injunctive relief precluding enforcement of those provisions of the local ordinance that are beyond the limitations of the city's authority established by this decision. REVERSED AND REMANDED. 21987 Iowa Acts ch. 219, § 2. 31990 Iowa Acts ch. 1189, § 3. IP6 IOWA CITY POLICE DEPARTMENT USE OF FORCE REPORT April 2003 OFFICER DATE INC # INCIDENT FORCE USED 24 04-03-03 3-16414 Warrant Arrest Officer was at a residence to arrest a subject on a warrant. The officer found the subject in a bedroom, hiding under a comforter. The officer drew his sidearm and ordered the subject to show him his hands. The subject showed the officer his hands and was handcuffed. 19, 38 04-05-03 3-16811 Intoxicated Subject When officer attempted to speak with the subject he fled on foot. During the foot chase the officer gave verbal commands to stop but the subject continued to flee. The officer caught the subject and directed him to the ground. When the subject attempted to get back up he was again directed to the ground and the officer placed his knee in the subject's back to prevent his getting up again. The officers used hands control techniques to place the subject's hands behind his back as he continued to struggle to get free. 27 04-02-03 3-16350 Juvenile Complaint The officer was dispatched to a complaint of a juvenile threatening a person with a bat. Upon arrival the juvenile locked himself in a bedroom and refused to come out. As the officer attempted to speak with him the juvenile would strike the door. When the juvenile opened the door a little the officer forced his way into the room. As the officer entered the room the juvenile threatened the officer who then restrained the juvenile and directed him to the bed. The officer used a hands control techniques to place the juvenil¢'s hands behind his back to handcuff him. 19 04-03-03 3-16533 Suspicious Person The officer was involved in a foot chase with a subject who took something out of his pants and gave it to a second subject. Thinking it m/ght be a weapon the officer drew his sidearm and ordered the second subject to the ground. The subject refused to go OFFICER DATE INC # INCIDENT FORCE USED to the ground, but did show that he had nothing in his hands. The officer holstered his sidearm and drew his OC container and again requested the subject go to the ground. At this point the subject did go to the ground as ordered. 55, 90, 36, 42, 04-06-03 3-16988 Fight Officers responded to a fight in which 98, 52, 14, 55 multiple persons were involved. The subjects refused to comply with officer commands to stop fighting. Officers attempted to place one subject into custody, but he refused to place his hands behind his back as he fought with officers. Officers directed him to the ground where he continued to physically resist. Officers deployed a chemical agent and used a hands control technique to ge[ his hands behind his back. A second subject was also placed under arrest al~er she did not comply with officer commands to stay back and continued to scream at them. When the officer attempted to handcuff her she pulled away while flailing her arms. The officer directed her to the ground where she was handcuffed. A third subject was also placed under arrest after she refused to quit fighting. She refused to be arrested and was directed to the ground where she continued to resist officers. An officer deployed a chemical agent and the subject was handcuffed. After the subject got back to her feet she attempted to kick and bite a person who was standing nearby. The officer again directed her to the ground and held her there until she agreed to calm down. 9 04-06-03 3-16995 Fight Officers were interviewing two persons who'd been fighting when one subject quickly moved towards the other subject in an aggressive manner. He did not stop when ordered to do so and the officer deployed a chemical agent. The subject then complied and was arrested. 98 04-06-03 3-17003 Fight Officer attempted to separate two persons who were on the ground fighting. They did not respond to OFFICER DATE INC # INCIDENT FORCE USED verbal commands to stop so the officer deployed a chemical agem and held both subjects down on the ground until additional officers arrived. 38, 14, 19 04-07-03 3-17315 Burglary Officers responded to a complaint ora burglary in which the suspect had fled. An officer located the subject and chased him on foot towards a second officer. Because the second officer knew the subject was known to go armed the officer drew his side arm and ordered the subject to the ground. The subject showed the officer he had nothing in his hands and ran in another direction. The first officer caught the subject and directed him to the ground. The K9 was also deployed but was called off when the subject was apprehended by the first officer. 26 04-10-03 3-17721 Assault Investigation Officers were investigating a complaint that the subject had pulled a gun on a subject. When officers tried to remove the subject's coat he attempted to pull away. The officer placed the subject against a tree while he was handcuffed. 57, 27 04-10-03 3-17881 Assault Investigation Subject was verbally abusive towards officers who were conducting an assault investigation. When told he was under arrest he pulled away and attempted to flee. When the officers caught him he actively resisted arrest. Officers directed him to the ground where he continued to resist and attempted to strike the officers. When an officer warned him that he was going to be sprayed with a chemical agent unless he stopped resisting he knocked it out of the officer's hand. The officer located the canister and again warned the subject to stop resisting prior to spraying the subject with a chemical agent. 15 04- I 1-03 3-17901 Assault Investigation The subject had been arrested and placed nito the back of a squad car when he proceeded to strike his head against the door. When the officer opened the car door the subject leaned out to talk with the officer and refused to comply with the officer commands to OFFICER DATE INC # INCIDENT FORCE USED sit back in his seat. The officer placed his hand on the subject's head and guided hem back into his seat. The officer then quickly removed his hand and closed the car door. 54 04-13-03 3-18452 Fight call When the officer advised the subject he was under arrest he refused to comply with repeated officer commands to place his hands behind his back. The officer used a chemical agent to gain the subject's compliance. 41 04-16-03 3-19001 Assault Investigation The subject was arrested for assault and while the officer was walking him to the patrol car he went limp. The officer grabbed the subject by his bicep and escorted him the rest of the way. 12, 51 04-16-03 3-19016 Public Intoxication When the subject was advised he was arrest under arrest he pulled away from the officer. The officer used hands control techniques to handcuff the subject and then had to physically escort him to the patrol car. When the officer attempted to place the subject into the car he refused to get in. One officer then went around to the other side of the car and pulled the subject into the back seat. 97, 16 04-15-03 3-18954 Vehicle pursuit An officer attempted to stop a vehicle for a traffic violation. When the speeds got too high the officer discontinued the chase. A short while later officers responded to a complaint of a vehicle on fire and its occupants fleeing. The officer located one subject hiding under a brush pile and drew his side arm as he ordered him out. 58 04-18-03 3-19418 Theft As the subject (Prisoner) was walking to the jail he attempted to flee. When the officer grabbed his shirt the subject turned and tried to spit on the officer. The subject refused to go into the jail and the officer directed him against a wall and held him there until deputies arrived to assist. 5, 24, 39, 26 04-18-03 3-19465 Unk mental problem The subject had been making threats towards witnesses and officers. When he made an aggressive movement towards an officer the officer directed OFFICER DATE INC # INCIDENT FORCE USED him to the ground and used a hands control technique to place his hands behind his back to handcuffhim. Officers used a department issue leg restraint to prevent him from kicking them and then carried him to the squad car. At the hospital officers lifted him onto a gumey and placed a pillow case over his head because he was spitting on them. 58, 13 04-19-03 3-19621 Fight The subject refused to place her hands behind her back after being told she was under arrest. She kicked at officers and did not comply with their commands. Officers deployed a chemical agent and used a hands control technique to get her hands behind her back to handcuffher. 9 04-20-03 3-19857 Fight The officer was tmable to get two subjects to disengage during a fight and used a chemical agent to gain compliance. 18 04-21-03 3-20043 Assault Investigation While investigating an assault the suspect punched and kicked the officer. The officer directed her to the ground until she calmed down. He then helped her up and placed her against a wall where he used a hands control technique to place her hands behind her back to be handcuffed. 34 04-23-03 3-20369 Juvenile Problem Officer arrested subject and placed her in the back seat of the patrol car. When she refused to place her feet in the car he went around to the other side of the car and pulled her in. 54 04-25-03 3-20669 Burglary Investigation The officer assisted with a burglary investigation in which the suspect was known to be armed. The officer drew his side arm until the suspect could be patted down for weapons. 86 04-25-03 3-20689 Fight The officer attempted to break up a fight when the subject swung at a nearby person. The officer placed the subject against a wall and obtained his identification. When the officer attempted to break up a second fight, the 1st subject again attempted to start a OFFICER DATE INC # INCIDENT FORCE USED fight. As the subject prepared to strike somebody the officer deployed pepper spray to gain control of the subject. CC: City Manager, Chief, Captains, Lieutenants, Training Sergeant, City Clerk, Library Date: 1-May-03 To: City Manager and City Council ~ From: Dianna Furman, Customer Service Manager Subj: Utility Discount Program Statistics - Fiscal Year FY 02 and FY03 All Water Total Services Sewer Discount Water Tax Sewer Refuse Recycling Total Month Discount Discount Accounts Discount Discount Discount Discount Discount Discounts FY 02 Jul 116 84 200 835.52 41.99 760.56 658.05 224.70 2520.82 Aug 127 94 221 896.00 44.90 857.69 701.10 239.40 2739.09 Sept 128 93 221 1023.68 51.25 980.49 808.71 276.15 3140.28 Oct 136 107 243 1043.84 52.35 999.90 827.17 282.45 3205.71 Nov 136 113 249 1106.56 55.47 1060.23 836.38 285.60 3344.24 Dec 142 117 259 1151.36 57.77 1103.34 867.14 296.10 3475.71 Jan 147 122 269 1164.80 58.20 1116.29 879.45 300.30 3519.04 Feb 146 124 270 1216.32 61.09 1165.83 913.26 311.85 3668.35 Mar 148 122 270 1184.96 59.39 1135.68 879.45 300.30 3559.78 Apr 153 118 271 1205.12 60.32 1155.07 925.57 316.05 3662.13 May 154 126 280 1207.36 60.37 1157.23 943.72 322.55 3691.23 Jun 156 132 288 1254.82 62.91 1202.48 1049.62 360.77 3930.60 FY02 I $40'456'98 I Totals 1689 1352 3241 $13,290.34 $666.01 $12,694.79 $10,289.62 $3,516.22 FY 03 Jul 112 113 225 932.26 46.57 892.16 695.24 238.99 2,805.22 Aug 118 115 233 1,006.18 50.07 963.26 769.48 264.52 3,053.51 Sept 123 121 244 1,042.02 52.03 997.76 783.00 269.12 3,143.93 Oct 129 122 251 1,068.90 53.45 1,023.62 803.25 276.08 3,225.30 Nov 122 127 249 1,129.38 56.57 1,081.80 907.87 312.09 3,487.71 Dec 126 128 254 1,133.86 56.68 1,086.11 816.75 280.72 3,374.12 Jan 126 132 258 1,138.34 56.93 1,090.43 843.75 290.00 3,419.45 Feb 126 135 261 1,192.10 59.78 1,142.12 870.74 299.31 3,564.05 Mar 130 137 267 1,178.66 58.84 1,129.21 877.50 301.61 3,545.82 Apr 134 137 271 1,210.02 60.35 1,159.38 884.25 303.93 3,617.93 May 0 0 0 0 0 0 0 0 0.00 Jun 0 0 0 0 0 0 0 0 0.00 Totals 1246 1267 2713 $11,031.72 $551.27 $10,565.85 $8,251.83 $2,836.37 $33,237.04 cc: Kevin O'Mally Mari/Utility/NewDiscou ntMonthlyFY03.xls CITY OF IOWA CITY QUARTERLY INVESTMENT REPORT DECEMBER 31, 2002 to MARCH 31, 2003 Finance Department: Prepared by: Brian Cover Senior Accountant OVERVIEW The City of Iowa City's investment objectives are safety, liquidity and yield. The primary objective of the City of Iowa City's investment activities is the preservation of capital and the protection of investment principal. The City's investment portfolio remains sufficiently liquid to enable the City to meet operating requirements that cash management procedures anticipate. In investing public funds, the City's cash management portfolio is designed with the objective of regularly exceeding the average return on the six month U.S. Treasury Bill. The Treasury Bill is considered a benchmark for riskless investment transactions and therefore comprises a minimum standard for the portfolio's rate of return. The average return on the six-month U.S. Treasury Bill, as obtained from the monthly publication Public Investor, was 1.20% at 12/27/02 and was 1.13% at 3/27/03. The investment program seeks to achieve returns above the threshold, consistent with risk limitations and prudent investment principles. The quarterly investment report lists investments by fund, by institution, by maturity date, and investments purchased and redeemed. Rates on new investment purchases with maturity dates in the eight-month to twelve month range were approximately 78 to 98 basis points lower on investments purchased in the first quarter of 2003 than on investments maturing in the first quarter of 2003. The federal funds rate is the interest rate at which banks lend to each other. The Federal Reserve left the federal funds rate unchanged at 1.25% for the first quarter of 2003. This is the lowest rate in 41 years. See Federal Funds Rate chart on next page. New official state interest rates setting the minimum that may be paid by Iowa depositories on public funds in the 180 to 364 day range during this quarter were 1.10% in January 2003, 0.90% in February 2003 and 0.80% in March 2003. Federal Funds Rate 7.00 6.50 6.00 5.50 5.00 4.50 4.00 3.50 3.00 2.50 2.00 1.50 1.00 CITY OF IOWA CITY INVESTMENTS ON HAND DETAIL LISTING BY MATURITY DATE 3/31/2003 ~NSTITUTION INVESTMENT PURCHASE MATURITY INVESTMENT INTEREST NAME TYPE DATE DATE AJVlOUNT RATE VAN KAMPEN GOVT MUTUAL FUND 22-Jul-85 N/A 200,000.00 VARIABLE NORWEST BANK SAVINGS 1-Dec-96 N/A 200,000.00 VARIABLE HAWKEYE STATE BANK SAVINGS 18-Jul-97 N/A 1,500,000.00 VARIABLE IOWA PUSLIC AGENCY INVEST TRUST IPAIT 13-Jun-02 N/A 2,000,000.00 VARIABLE iOWA PUBLIC AGENCY INVEST TRUST IPAIT 16-May-02 N/A 156,484.07 VARIABLE IOWA PUBLIC AGENCY INVEST TRUST IPAIT 28-Jun-02 N/A 1,050,163.37 VARIABLE IPAIT/WELLS FARGO IPAIT 29-Nov-02 N/A 4,660,624.85 VARIABLE UNIVERSITY OF IOWA COMM CU CD 20-Jun-02 1-Apr-03 1,500,000.00 2.61 UNIVERSITY OF IOWA COMM CU CD 20-Jun-02 4-Apr-03 1,400,000.00 2.61 FARMERS & MERCHANTS SAVINGS BANK CD 5-Apr-02 8-Apr-03 750,000.00 3.26 UNIVERSITY OF IOWA COMM CU CD 20-Jun-02 15-Apr-03 1,500,000.00 2.66 UNIVERSITY OF IOWA CO~ CU CD 28-Jun-02 18-Apr-03 1,400,000.00 2.31 UNIVERSITY OF IOWA COMM CU CD 28-Jun-02 1 ~vlay-03 1,500,000.00 2.33 UNIVERSITY OF IOWA COMM CU CD 28-Jun-02 2-May-03 1,400,000.00 2.36 COMMERCIAL FEDERAL BANK CD 10-Sep-02 15-May-03 1,500,000.00 1.85 COIV~ERCIAL FEDERAL BANK CD 10~Sep-02 16-May-03 1,400,000.00 1.85 UNIVERSITY OF IOWA COMM CU CD 31 qVlay-00 30-May-03 977,423.00 7.43 COMMERCIAL FEDERAL BANK CD 18~*ct-02 30-May-03 1.400,000.00 1.83 WELLS FARGO SLGS 5-Nov-02 1 -Jun-03 48,884.00 1.66 FREEDOM SECURITY BANK CD 18-Oct-02 2-Jun-03 1,500,000.00 2.00 COMMERClAL FEDERAL BANK CD 18-Oct-02 13-Jun-03 1,400,000.00 1.84 FREEDOM SECURITY BANK CD 18-Oct-02 16-Jun-03 1,500,000.00 2.06 US BANK NA CD 23-Dec-02 27-Jun-03 400,000.00 1.30 UNION PLANTERS BANK CD 31-Oct-97 1-Jul-03 250,000.00 6.50 COMMERCIAL FEDERAL BANK CD 10-Sep-02 1-Jul-03 5,500,000.00 1.90 US BANK NA CD 23-Dec-02 3-Jul-03 1,750,000.00 1.30 COMMERCIAL FEDERAL BANK CD 30-Jan-03 3-Jul-03 800,000.00 1.55 UNION PLANTERS BANK CD 13-.lu1-08 11-Jul-03 3,511,400.00 5.92 US BANK NA CD 23-Dec-02 11-Jul-03 350,000.00 1,30 US BANK NA CD 23-Dec-02 18-Ju[-03 1,400,000.00 1.30 COMMERCIAL FEDERAL SANK CD 30-Jan-03 18-Jul-03 700,000.00 1.55 US BANK NA CD 23-Dec-02 25-Jul-03 1,800,000.00 1.34 COMMERCIAL FEDERAL BANK CD 22-Jan-03 1-Aug-03 750,000.00 1.57 COMMERCIAL FEDERAL SANK CD 22-Jan-03 8-Aug-03 2,000,000.00 1.57 COMMERCIAL FEDERAL BANK CD 22-Jan-03 15-Aug-03 750,000.00 1.57 COMMERCIAL FEDERAL BANK CD 22-Jan-03 22-Aug-03 2,000,000.00 1.57 IOWA STATE BANK CD 30-Aug-02 29-Aug-03 961,187.50 1.98 IOWA STATE BANK CD 30-Aug-02 29-Aug-03 663,221.00 1.98 COMMERCIAL FEDERAL SANK CD 22-Jan-03 29-Aug-03 750,000.00 1,57 FREEDOM SECURITY BANK CD 30-Jan-03 5-$ep-03 2,150,000.00 1.75 FREEDOM SECURITY BANK CD 30-Jan-03 12-Sep-03 750,000.00 1.80 FREEDOM SECURITY BANK CD 30-Jan-03 19-Sep-03 2,150,000.00 1.95 FREEDOM SECURITY BANK CD 30-Jan-03 26-Sep-03 750,000.00 1.95 COMMERCIAL FEDERAL BANK CD 7-Feb-03 3-Oct-03 2,150,000.00 1.48 COMMERCIAL FEDERAL BANK CD 7-Fei:>03 10-Oct-03 750,000.00 1.48 IOWA STATE BANK CD 7-Feb-03 17-Oct-03 2,150,000.00 1.53 COMMERCIAL FEDERAL BANK CD 7-Feb-03 24-Oct-03 750,000.00 1.48 IOWA STATE BANK CD 7~Feb-03 31-Oct-03 2,150,000.00 1.56 COMMERCIAL FEDERAL CD 19-Feb-03 7-Nov-03 750.000.00 1.49 COMMERCIAL FEDERAL CD 18-Mar-03 7-Nov-03 750,000.00 1,35 IOWA STATE BANK CD 19-Feb-03 14-Nov-03 2,150,000.00 1.49 COMMERCIAL FEDERAL CD 18-Mar-03 14-Nov-03 2.150,000.00 1.35 IOWA STATE BANK CD 19-Feb-03 21-Nov-03 750,000.00 1.49 COMMERCIAL FEDERAL CD 18-Mar-03 21-Nov-03 750,000.00 1.35 IOWA STATE BANK CD 18-Mar-03 26-Nov-03 2,150.000.00 1.35 WELLS FARGO SLGS 5-Nov-02 1-Dec-03 56,164.00 1.80 UICCU CD 28-Mar-03 3-Dec-03 3,609,120.00 1.38 COMMERCIAL FEDERAL CD 18-Mar-03 5-Dec-03 750,000.00 1.38 FREEDOM SECURITY BANK CD 12-Dec-01 12-Dec-03 518,740.00 3.80 UICCU CD 28-Mar-03 12-Dec-03 2,150,000.00 1.36 COMIVlERCIAL FEDERAL CD 28-Mar-03 19-Dec-03 750,000.00 1.43 FARMERS & MERCHANTS CD 8-Jan-03 16-Jan-04 500,000.00 1.97 WELLS FARGO SLGS 5-Nov-02 1-Jun-04 56,671.00 1,98 UICCU CD 16-Dec-02 24-Sep-04 616,146,00 2.61 HILLS BANK CD 25-Feb-03 24-Sep-04 21,346.50 2.38 WELLS FARGO SLGS 5-Nov-02 1 -Dec-04 57,231.00 2.16 COMMERCIAL FEDERAL CD 14-Mar-03 1-Dec-04 16,350,062.84 1.51 WELLS FARGO SLG5 5-Nov-02 1-Jun-05 3,957,849.00 2.34 TOTAL $105~872r718.13 CITY OF IOWA CITY INVESTMENTS ON HAND SUMMARY BY FUND GENERAL FUND 3131 ~2003 3/31/2002 FUND INVESTMENT INVESTMENT TYPE AMOUNT AMOUNT ALL OPERATING FUNDS 87,794,134.13 59,192,508.99 GENERAL OBLIGATION BOND FUND 0.00 2,000,000.00 EMPLOYEE BENEFIT RESERVE FUND 1,450,000.00 1,950,000.00 BOND RESERVE FUND 16~628~584.00 18,591,091.50 TOTAL 105,872,718.~3 81,733,600.49 CITY OF IOWA CITY INVESTMENTS ON HAND LISTING BY INSTITUTION 3131/2003 3/31/2002 INSTITUTION INVESTMENT INVESTMENT NAME AMOUNT AMOUNT COMMERCIAL FEDERAL BANK 44,100,062.84 16,098,796.00 US BANK (FORMERLY FIRSTAR BANK) 5,700,000.00 1,500,000.00 FARMERS & MERCHANTS SAVINGS BANK 2,000,000.00 0.00 FREEDOM SECURITY BANK 9,318,740.00 5,518,740.00 HAWKEYE STATE BANK 1,500,000.00 7,100,000.00 HILLS BANK & TRUST 21,346.50 5,000,931.50 IOWA STATE BANK 10,974,408.50 14,400,000.00 IOWA PUBLIC AGENCY INVESTMENT TRUST 7,867,272.29 9,047,696.88 UNION PLANTERS BANK 3,761,400.00 11,561,400.00 WELLS FARGO BANK 4,376,799.00 1,618,463.00 U OF I COMM CREDIT UNION 16,052,689.00 9,687,573.11 US TREASURY NOTES AND AGENCIES 0.00 0.00 VAN KAMPEN 200,000.00 200,000.00 TOTAL 105,872,718.13 81,733,600.49 CITY OF ~OWA CITY INVESTMENT ACTIVITY FOR THE QUARTER ENDED MARCH 31, 2003 INVESTMENTS ON HAND AT 12/31/02 94,930,68227 INVESTMENT PURCHASE MATURITY INTEREST INSTITUTION TYPE DATE DATE RATE PURCHASES 12/31/02 TO 3/31/03 FARMERS & MERCHANTS CD 1/8/03 1/16/04 1 97 500,000 00 COMMERCIAL FEDERAL CD 1/22/03 8/1/03 1 57 750,00000 COMMERCIAL FEDERAL CD 1/22/03 818/03 1 57 2,000,000 00 COMMERCIAL FEDERAL CD 1/22/03 8/15/03 I 57 750,00000 COMMERCIAL FEDERAL CD 1/22/03 8/22/03 1 57 2,000,000 90 COMMERCIAL FEDERAL CD 1122103 8/29/03 I 57 750,00000 FREEDOM SECURITY CD 1/30/03 9/5/03 175 2,150,000 O0 FREEDOM SECURITY CD 1/30/03 9/12/03 I 8 750,00000 FREEDOM SECURITY CD 1/30/03 9/19/03 I 95 2,150,000 00 FREEDOM SECURITY CD 1/30/03 9126/08 1 95 750,000 00 COMMERCIAL FEDBRAL CD 1/30/03 7/3/03 1 55 900,000 90 COMMERCIAL FEDERAL CD 1/30/03 7118/03 1 55 700,000 00 IOWA PUBLIC AGBMCY INVESTMENT IPAIT 1/31/03 Variable 1,774,492 61 TRUST COMMERCIAL FEDERAL CD 02~07~03 1013103 I 48 2,150,O00.00 COMMERCIAL FEDERAL CD 02107103 10/10/03 148 750,000.00 COMMERCIAL FEDERAL CD 02/07/03 10/24/03 148 750,00000 IOWA STATE BANK CD 02/07/03 10117103 153 2,150,00000 IOWA STATE BANK CD 02/07/03 10/31/03 156 2,150,OO000 COMMERCIAL FEDERAL CD 02/19/0~ 11/7/03 149 750,00000 IOWA STATE BANK CD 02119103 11114103 1.49 2,150,000 00 IOWA STATE BANK CD 02119/03 11/21/03 1 49 750,00000 HILLS BANK CD 02/25/03 9124104 2.38 21,346 50 COMMERCIAL FEDERAL CD 03/18/03 11/07/03 135 750,00000 COMMERCIAL FEDERAL CD 03/18/03 11/14/03 1 35 2,150,00000 COMMERCIAL FEDERAL CD 03118/03 11/21/03 I 35 750,00000 IOWA STATE BANK CD 03/18/03 11126103 1 35 2,150,00000 COMMERCIAL FEDERAL CD 03M 8/03 12/05/03 I 38 750,00000 UICCU CD 03~28~03 12/12/03 136 2,150,00000 FARMERS & MERCHANTS CD 03/28/03 12119/03 I 43 750,00000 UICCU CD 03/28/03 12/12t03 138 3,609,12000 COMMERCIAL FEDERAL CD 03~28~03 12/1/04 151 18,700,00000 TOTAL PURCHASES 57~204,959 11 REDEMPTIONS 12/31/02 TO 3131103 FARMERS & MERCHANTS CD 05/01/02 01/02/03 2 45 (1,500,000 00) COMMERCIAL FEDERAL CD 07/06/01 Ol/07/03 466 (500,000 O0) COMMERCIAL FEDERAL CD 05/01/02 01/10/03 233 (1,300,000 00) HAWKEYE STATE BANK CD 05/15/02 01/15/03 2 65 (1,500,00000) FREEDOM SECURITY CD 05/15/02 01/24/03 260 (1,300,00000) HAWKEYE STATE BANK CO 05/15/02 01/31/03 2 65 (1,500,00000) IOWA PUBLIC AGENCY INVESTMENT TRUST (PARTIAL REDEMPTION) IPA~T 06128101 Monthly Draw Vsdable (1,568,928 70) IOWA PUBLIC AGENCY INVESTMENT TRUST (PARTIAL REDEMPTION) IPAIT 11/29/02 Monthly Draw 1.45 (451,639 54) IOWA PUBLIC AGENCY INVESTMENT TRUST (PARTIAL REDEMPTION) IPAIT 05/16/02 Monthly Draw Variable (1,509,059.50) HAWKEYE STATE CD 05/15~02 02107103 265 (1,300,00000) FREEDOM SECURITY CD 05/15/02 02/14/03 275 (1,500,000 00) IOWA STATE BANK CD 5/31/2002 02/21/03 251 (1,400,00000) IOWA STATE BANK CD 5/31/2002 02126/03 241 (1,500,00000) IOWA PUBLIC AGENCY INVESTMENT TRUST (PARTIAL REDE M PTION) IPAIT 05/16/02 Monthly Draw Variable (862,17350) IOWA PUBLIC AGENCY INVESTMENT TRUST (FARTIAL REDEMPTION) IPAIT 11/29/02 Monthly Draw 145 (710,00826) IOWA PUBLIC AGENCY INVESTMENT TRUST (PARTIAL REDEMPTION) IPAIT 06/28/01 Monthly Draw Vadable (3,020 99) IOWA STATE BANK CD 05/31/02 03/07/03 2 41 (1,400,000.00) IOWA STATE BANK CD 05/31/02 03/14/03 2.61 (1,500,00000) UICCU CD 06~20~02 03/21/03 2.56 (1,400,000 00) U~CCU/97 SEWER CD 03/30/00 03/28/03 7 14 (765,338.00) COMMERCIAL FEDERAL CD 11/29/02 03~28~03 1 42 (2,$43,78200) COMMERCIAL FEDERAL CD 03/28/03 03/31/03 1 51 (349,93716) iOWA PUBLIC AGENCY INVESTMENT TRUST (PARTIAL REDE M PTION) IPAIT 05116102 Monthly Draw Variable (16,700,00000) IOWA PUBLIC AGENCY INVESTMENT TRUST (PARTIAL REDE M PTION) IPAIT 11/29/02 Monthly Draw 145 (2,177,72735) IOWA PUBLIC AGENCY INVESTMENT TRUST (PARTIAL REDEMPTION) IPAIT 06/29/01 Monthly Draw Variable (721,30825) TOTAL REDEMPTIONS (46,262,923 25) INVESTMENTS ON HAND AT 3/31/03 105~872~718 1~3 BUILDING PERMIT INFORMATION ~O0 ~lOl.O,. April 2003 ,b I;~ ~ KEY FOR ABBREVIATIONS · Type of Improvement: ADD - Addition ALT- Alteration REP- Repair FND - Foundation Only NEW- New OTH - Other type of construction Type of Use: RSF- Residential Single Family RDF - Residential Duplex RMF - Three or more residential RAC - Residential Accessory Building MIX- Mixed NON - Non-residential OTH- Other Page: 2 City of Iowa City Date: 5/1/2003 Extraction of Building Permit Data for To: 4/1/2003 Census Bureau Report From: 4/30/2003 Type Type Permit Number Name Address Impr Use Stories Units Valuation BLD03-00058 ALPLA 1NC 2258 HEINZ RD ADD NON 1 1 $2,098,833 86,000 SQ FT ADDITION TO PLASTICS MANUFACTURING PLANT BLD03-00146 IOWA CITY CRISIS CENTER 1121 GILBERT CT ADD NON 1 1 $121,000 WAREHOUSE ADDITION TO COMMERCIAL BUILDING BLD03-00073 SCHWEINFURTH, RALPH W 3001 INDUSTRIAL PARK R ADD NON 3 1 $10,000 ADD ANTENNAE AND CABINETS TO EXISTING CELL TOWER BLD03-00074 KENNEDY, LINDA K 1801 DUBUQUE RD ADD NON 3 1 $10,000 ANTENNAE & CABINET ADDITION TO EXISTING CELL TOWER Total ADD/NON permits: 4 Total Valuation: $2,239,833 ~ BLD03-00127 JOHN O & JOELLEN S ROFFI~ 619 BOWERY ST ADD RDF 1 0 $1,800 REPLACE WOOD DECK Total ADD/RDF permits: 1 Total Valuation: $1,800 i BLD03-00228 SUZANNE GURNETT & JEFF 4753 INVERNESS CT ADD RSF 1 0 $105,000 725 sfADDITION WITH FULL BASEMENT BLD03-00256 TOM CILEK 317 MAGOWAN AVE ADD RSF 1 0 $65,000 ADDITION TO SFD BLD03-00166 EDWARD W WOOD & HILL) 1016 COLLEGE ST ADD RSF 1 0 $55,000 KITCHEN REMODEL AND ADDITION BLD03-00163 GARY R NAGLE 3011 BROOKSIDE DR ADD RSF 1 0 $28,000 8' X 18' ROOM ADDITION AND BASEMENT REMODEL BLD03-00221 DAVID H NEIPP & THONG V 847 PEPPER DR ADD RSF 2 1 $20,000 3 SEASON ADDITION TO SFD BLD03-00216 MELISSA MOLLESTON 825 N GILBERT ST ADD RSF 2 1 $10,000 REPLACE WINDOWS, DECK ADDITION FOR SFD BLD03-00252 JAMES L L1NDEMANN TRU~c 527 3RD AVE ADD RSF 1 0 $3,880 12' X 19' UNCOVERED WOOD DECK BLD03-00223 JOHN & IRENE YOUNG 2643 HILLSIDE DR ADD RSF 2 1 $3,000 SCREEN PORCH AND DECK ADDITION TO SFD BLD03-00262 SHIRLEY GARDNER 111 MONTROSE AVE ADD RSF 1 2 $2,600 REPLACE 280 SQ FT DECK FOR SFD BLD03-00158 ROBERT J & MARILYN E LU 21 DENBIGH DR ADD RSF 1 0 $2,400 DECK REPLACEMENT BLD03-00245 MEGAN & ED MELCHER 151 WEST SIDE DR ADD RSF 1 1 $1,200 PERGOLA ADDITION BLD03-00248 PATRICK HOGAN & PATRIC 19 EVANS ST ADD RSF 1 1 $1,200 DECK ADDITION AND PORCH REPAIR FOR SFD BLD03-00263 ROBERT & JANELLE KERNS 1312 PHOENIX DR ADD RSF 1 2 $1,000 DECK ADDITON FOR SFD I Total ADD/RSF permits: 13 Total Valuation: $298,280 I 1 Page: 3 City of Iowa City Date: 5/I/2003 Extraction of Building Permit Data for To: 4/1/2003 Census Bureau Report From: 4/30/2003 Type Type Permit Number Name Address Impr Use Stories Units Valuation BLD03-00156 PROCTER & GAMBLE HAIR 2200 LOWER MUSCATINE ALT NON 2 0 $275,000 REMODEL OF FACTORY TO MAKE MORE ACCESSIBLE BLD03-00161 ALDI INC 1534 S GILBERT ST ALT NON 1 0 $130,025 REMODEL OF GROCERY STORE BLD03-00155 GROOVY KATZ 1565 S 1ST AVE ALT NON 1 0 $67,000 TENANT FINISH FOR HAIR SALON BLD03-00081 DR REED PARKER 1705 S 1 ST AVE SUITE P ALT NON 1 1 $50,000 DENTAL CLINIC IN STRIP MALL BLD03-00225 PLUMB SUPPLY COMPANY 225 PRENTISS ST ALT NON 1 0 $40,000 ADD INTERIOR NONLOAD BEARING WALLS BLD03-00238 SOUTHGATE DEVELOPMEN 1402 S GILBERT ST ALT NON 1 1 $24,500 INTERIOR ALTERATION OF RESTAURANT BLD03-00229 TOBACCO BOWL 111 S DUBUQUE ST ALT NON 1 0 $3,000 REPLACE DOOR WITH STEEL DOOR I Total ALT/NON permits: 7 Total Valuation: $589,525 i BLD03-00230 CHRISTIAN RETIREMENT SI 701 OAKNOLL DR ALT RMF 2 0 $50,000 REMODEL UNITS 205 & 207 1N APARTMENT COMPLEX BLD03-00193 CLARK, JAMES A 806 COLLEGE ST ALT RMF 1 1 $4,200 ADD DOORS IN PARTY WALL BETWEEN APARTMENTS l&3, 2&4, 5&7, 6&8, 9&ll, 10&12, 15&17, 16&18, 19&21, 20&22, 23&25, 24&26 BLD03-00185 CLARK, JAMES A 601 S GILBERT ST ALT RMF 2 1 $3,850 ADD DOORS IN PARTY WALL BETWEEN APARTMENTS (11 DOORS) BLD03-00198 CLARK, JAMES A 308 S GILBERT ST ALT RMF 1 1 $3,500 ADD DOORS IN PARTY WALL BETWEEN APARTMENTS 1 l&13, 15&17, 12&14, 21&23, 25&27, 22&24, 31&33, 35&37, 34&36, 38&40 BLD03-00183 CLARK, JAMES A 414 S DUBUQUE ST ALT RMF 2 1 $2,100 ADD DOORS IN PARTY WALL BETWEEN APARTMENTS l&3, 2&4, 5&7, 6&8, 9&l 1, 10&l 2 BLD03-00186 CLARK, JAMES A 316 RIDGELAND AVE ALT RMF 1 1 $2,100 ADD DOORS IN PARTY WALL BETWEEN APARTMENTS l&3, 2&4, 5&6, 7&8, 9&l 1, 10&12 BLD03-00187 CLARK, JAMES A 318 RIDGELAND AVE ALT RMF 1 1 $2,100 ADD DOORS IN PARTY WALL BETWEEN APARTMENTS l&3, 2&4, 5&7, 6&8, 9&l 1, 10&l 2 BLD03-00189 CLARK, JAMES A 322 N VAN BUREN ST ALT RMF 1 1 $2,100 ADD DOORS IN PARTY WALL BETWEEN APARTMENTS l&2, 3&4, 5&6, 7&8, 9&10, 1 l&12 BLD03-00191 CLARK, JAMES A 927 COLLEGE ST ALT RMF 1 I $2,100 ADD DOORS IN PARTY WALL BETWEEN APARTMENTS l&3, 2&4, 5&7, 6&8, 9&l 1, 10&12 BLD03-00192 CLARK, JAMES A 917 COLLEGE ST ALT RMF 1 1 $2,100 ADD DOORS IN PARTY WALL BETWEEN APARTMENTS l&3, 2&4, 5&7, 6&8, 9&l 1, 10&12 BLD03-00194 CLARK, JAMES A 716 E BURLINGTON ST ALT RMF 1 I $2,100 ADD DOORS IN PARTY WALL BETWEEN APARTMENTS 7&9, 8&10, 1 l&13, 12&14, 15&17, 16&18 BLD03-00190 CLARK, JAMES A 523 E BURLINGTON ST ALT RMF 1 1 $1,750 ADD DOORS IN PARTY WALL BETWEEN APARTMENTS l&2, 3&5, 4&6, 7&9, 8&10 BLD03-00200 CLARK, JAMES A 302 S GILBERT ST ALT RMF 1 I $1,400 ,ADD DOORS IN PARTY WALL BETWEEN APARTMENTS 21&23, 31&33, 22&24, 32&34 BLD03-00053 CLARK, JAMES A 731 CHURCH ST ALT RMF 2 1 $1,050 ADD DOORS IN PARTY WALL BETWEEN APARTMENTS l&2, 3&4, 5&6 Page: 4 City of Iowa City Da e: 5/1/2003 Extraction of Building Permit Data for To: 4/1/2003 Census BureauReport From: 4/30/2003 Type Type Permit Number Name Address lmpr Use Stories Units Valuation BLD03-00179 CLARK, JAMES A 613 N GILBERT ST ALT RMF 1 2 $1,050 ADD DOORS IN PARTY WALL BETWEEN APARTMENTS l&2, 3&4, 5&6 BLD03-00180 CLARK, JAMES A 618 N DODGE ST ALT RMF 1 2 $1,050 ADD DOORS 1N PARTY WALL BETWEEN APARTMENTS 1 &2, 3&4, 5&6 BLD03-00182 CLARK, JAMES A 517 FAIRCHILD ST ALT RMF 2 1 $1,050 ADD DOORS IN PARTY WALL BETWEEN APARTMENTS l&2, 3&4, 5&6 BLD03-00197 CLARK, JAMES A 618 E BURLINGTON ST ALT RMF 1 1 $1,050 ADD DOORS 1N PARTY WALL BETWEEN APARTMENTS 2&3, 5&6, 8&9 BLD03-00199 CLARK, JAMES A 320 S GILBERT ST ALT RMF 1 1 $1,050 ADD DOORS 1N PARTY WALL BETWEEN APARTMENTS 1 l&13, 21&23, 31&33 BLD03-00203 CLARK, JAMES A 521 N LINN ST ALT RMF 1 0 $1,050 ADD DOORS IN PARTY WALL BETWEEN APARTMENTS l&2, 3&4, 5&6 BLD03-00196 CLARK, JAMES A 511 S JOHNSON ST ALT RMF 1 1 $350 ADD DOORS IN PARTY WALL BETWEEN APARTMENTS l&4 I Total ALT/RMF permits: 21 Total Valuation: $87,100 i BLD03-00219 KIRK WALTERS 2050 TANGLEWOOD ST ALT RSF 2 1 $40,000 INTERIOR REMODEL OF SFD BLD03-00215 MELISSA MOLLESTON 825 N GILBERT ST ALT RSF 2 1 $25,000 INTERIOR REMODEL OF SFD BLD03-00232 KEALEY, JENNIFER J 2731 COURT ST ALT RSF 1 1 $15,795 BASEMENT FINISH BLD03-00235 THE CITY OF IOWA CITY 1528 CROSBY LN ALT RSF 1 1 $13,488 BASEMENT BATHROOM IN SFD BLD03-00162 TERRY L STAMPER HOLDIN 1072 FOSTER RD ALT RSF 2 0 $12,800 BASEMENT FINISH OF SFD BLD03-00164 TERRY L STAMPER HOLDI~ 1075 FOSTER RD ALT RSF 2 0 $12,800 BASEMENT FINISH OF SFD BLD03-00165 TERRY L STAMPER HOLDE~ 1089 FOSTER RD ALT RSF 2 0 $12,800 BASEMENT FINISH OF SFD BLD03-00236 THOMAS W & CHERYL L D£ 4937 SHEFFIELD PL ALT RSF 1 1 $9,525 CONVERT EXISTING ROOFED DECK TO HABITABLE SPACE BLD03-00151 SHEILA K VEDDER 1422 ASH ST ALT RSF 1 0 $7,000 REPLACE WOOD DECK WITH PORCH BLD03-00265 KELLY WILSON 1713 DOVER ST ALT RSF 1 1 $300 ADD ADDITIONAL GARAGE DOOR TO EXISTING ATTACHED SINGLE CAR GARAGE I Total ALT/RSF permits: 10 Total Valuation: $149,508 BLD03-00234 KAMAL, NICOLA M 1812 QUINCENT ST NEW OTH 1 1 $41,630 SWIMMING POOL FOR SFD BLD03-00082 THOMANN, DANA L 208 FAIRCHILD ST NEW OTH 1 1 $620 FENCE FOR SFD BLD03-00169 CY2NTHIA L DOYLE 2307 ABBEY LN NEW OTH 2 0 $500 INSTALL 32' OF 8' FENCE Page: 5 City of Iowa City Date: 5/1/2003 Extraction of Building Permit Data for To: 4/1/2003 Census Bureau Report From: 4/30/2003 Type Type Permit Number Name Address lmpr Use Stories Units Valuation I Total NEW/OTH permits:3 Total Valuation: $42,750l BLD03-00250 MARY & ERIC CORBIN 826 RUNDELL ST NEW RAC I 1 $33,200 DETACHED GARAGE WITH GREENHOUSE BLD02-00499 A M MANAGEMENT 2127 KOUNTRY LANE NEW RAC 1 0 $32,000 8 CAR DETACHED GARAGE FOR RMF (fees paid on BLD02-00498) BLD03-00175 TERRY L STAMPER HOLDEX 1054 FOSTER RD NEW RAC 1 2 $14,000 DETACHED GARAGE ADDITION FOR SFD BLD03-00177 TERRY L STAMPER HOLD1N 1036 FOSTER RD NEW KAC 1 2 $14,000 DETACHED GARAGE ADDITION FOR SFD BLD03-00243 TODD KNOOP 1004 KIRKWOOD AVE NEW RAC 1 1 $12,740 REPLACE SINGLE CAR DETACHED GARAGE WITH 2 CAR DETACHED GARAGE BLD03-00202 TIMOTHY J MURPHY & JAN 3025 FRIENDSHIP ST NEW RAC 1 0 $10,000 22' X 31' DETACHED GARAGE BLD03-00209 PAMELA A SIMONS 1310 FRANKLIN ST NEW RAC 1 1 $9,000 REPLACE DETACHED GARAGE FOR SFD BLD03-00110 STEPHEN K & REBECCA L S 431 N VAN BUREN ST NEW RAC 1 0 $5,000 20' X 20' DETACHED GARAGE(GARAGE ONLY FLOOR UNDER OTHER PERMIT) Total NEW/RAC permits: 8 Total Valuation: $129,940 ~ BLD03-00178 ARLINGTON DEVELOPMEN 21 NOTT1NG HILL LN NEW RDF 1 2 $330,800 DUPLEX WITH TWO CAR GARAGES DUPLEX "D" 21-23 NOTT1NG HILL LANE BLD03-00167 SWEN T LARSON 747 SCOTT PARK DR NEW RDF 2 2 $328,927 DUPLEX WITH TWO CAR GARAGES 747-749 SCOTT PARK DRIVE BLD03-00260 HODGE CONST. 93 ARBORHILL CIR NEW RDF 1 2 $287,500 DUPLEX WITH ATTACHED 2 CAR GARAGES BLD03-00173 ARLINGTON DEVELOPMEN' 45 NOTTING HILL LN NEW RDF 1 2 $241,253 DUPLEX WITH TWO CAR GARAGES DUPLEX E-E 45-47 NOTTING HILL LANE BLD03-00174 ARLINGTON DEVELOPMEN' 38 NOTTING HILL LN NEW RDF 1 2 $220,000 DUPLEX WITH TWO CAR GARAGES DUPLEX "F" 38-40 NOTTING HILL LANE BLD03-00176 ARLINGTON DEVELOPMEN' 52 NOTTING HILL LN NEW RDF 1 2 $209,305 DUPLEX WITH TWO CAR GARAGES DUPLEX "G" 52-54 NOTTING HILL LANE I Total NEW/RDF permits: 6 Total Valuation: $1,617,785 BLD03-00068 HICKORY HEIGHTS LLC 88 HICKORY HEIGHTS LN NEW RSF 3 1 $603,495 SFD WITH ATTACHED 3 CAR GARAGE BLD03-00148 DON & JEANNE URBAN 11 DONEGAL PL NEW RSF 1 1 $342,000 S..F.D. WITH FOUR CAR GARAGE BLD03-00227 ARLINGTON DEVELOPMEN~ 4372 BUCKINGHAM LN NEW RSF 2 1 $330,000 SFD WITH ATTACHED 3 CAR GARAGE Page: 6 City of Iowa City Date: 5/1/2003 Extraction of Building Permit Data for To:4/1/2003 Census Bureau -^'* From: 4/30/2003 Type Type Permit Number Name Address lmpr Use Stories Units Valuation BLD03-00237 ERIC M & JESSICA L GPEVll 220 GREEN MOUNTAIN Dt NEW RSF 2 1 $300,168 SFD WITH ATTACHED 3 CAR GARAGE BLD03-00181 MARK & ROBIN HINGTEN 70 ALDER CT NEW RSF 2 1 $286,000 S.F.D. WITH TWO CAR GARAGE BLD03-00206 DESIGN BUILDERS INC. 4348 COUNTRY CLUB DR NEW RSF 2 1 $285,496 S.F.D. WITH TWO CAR GARAGE BLD03-00172 ARLINGTON DEVELOPMEN' 4360 BUCKINGHAM LN NEW RSF 1 1 $230,000 SFD WITH ATTACHED 3 CAR GARAGE BLD03-00188 KEVIN KIDWELL 1136 GOLDENROD DR NEW RSF 1 1 $220,000 S.F.D. WITH THREE CAR GARAGE BLD03-00231 ARLINGTON DEVELOPMEN' 4665 DRYDEN CT NEW RSF 1 1 $220,000 SFD WITH ATTACHED 3 CAR GARAGE BLD03-00224 ARLINGTON DEVELOPMEN' 4348 BUCKINGHAM LN NEW RSF 1 1 $215,000 SFD WITH ATTACHED 3 CAR GARAGE BLD03-00144 H B H DEVELOPMENT INC 323 GREEN MOUNTAIN DI NEW RSF 1 1 $212,000 S.F.D. WITH TWO CAR GARAGE BLD03-00220 WALDEN WOOD ASSOCIAT] 74 LINDEMANN DR NEW RSF 2 1 $195,634 SFD WITH ATTACHED 2 CAR GARAGE BLD03-00264 GLASGOW-WILLIAMS REAl_ 3523 SOUTH JAMIE LN NEW RSF 1 1 $183,863 SFD WITH ATTACHED 3 CAR GARAGE BLD03-00048 GARY HUGHES 656 S GOVERNOR ST NEW RSF 2 1 $182,564 SFD WITH DETACHED 2 CAR GARAGE BLD03-00222 SOUTHGATE DEVELOPMEN 24 PHYLLIS PL NEW RSF 2 1 $177,547 SFD WITH ATTACHED 2 CAR GARAGE BLD03-00019 STEVE KOHLI CONSTRUCT1 1415 LANGENBERG AVE NEW RSF 2 1 $I65,459 SFD WITH ATTACHED 2 CAR GARAGE BLD03-00195 IOWA CONSTRUCTION GRG 3707 DONEGAL CT NEW RSF 1 1 $154,545 S.F.D. WITH THREE CAR GARAGE BLD02-00741 AL THOMAE 3450 SOUTH JAMIE NEW RSF 2 1 $143,037 S.F.D. WITH TWO CAR GARAGE BLD03-00145 FRANTZ CONSTRUCTION CI 1545 WETHERBY DR NEW RSF 2 1 $131,208 S.F.D. WITH TWO CAR GARAGE BLD03-00207 SOUTHGATE DEVELOPMEN 84 LINDEMANN DR NEW RSF 1 1 $128,000 S.F.D. WITH TWO CAR GARAGE BLD03-00239 NEW DIMENSION HOMES O 285 PADDOCK CIR NEW RSF 1 1 $72,000 SFD WITH ATTACHED 2 CAR GARAGE BLD03-00246 NEW DIMENSION HOMES O 225 MORGAN CT NEW RSF 1 1 $65,000 SFD WITH ATTACHED 2 CAR GARAGE Total NEW/RSF permits: 22 Total Valuation: $4,843,016 ~ BLD03-00240 FIRST BAPTIST CHURCH 500 N CLINTON ST REP NON 1 1 $26,950 REROOF AND REPAIR CHIMNEY BLD03-00032 CHURCH OF JESUS CHRIST ~ 503 MELROSE AVE REP NON 2 0 $12,025 REROOF BUILDING AND REPLACE WINDOWS Total REP/NON permits: 2 Total Valuation: $38,975 ~ 1 Page: 7 City of Iowa City Date: 5/1/2003 Extraction of Building Permit Data for To: 4/1/2003 From: 4/30/2003 Census Bureau Report Type Type Permit Number Name Address lmpr Use Stories Units Valuation BLD03-00247 SUSAN L LICHT 602 5TH AVE REP RAC 2 0 $10,000 REPAIR EXISTING NON-CONFORMING GARAGE Total REP/RAC permits: I Total Valuation: $10,000 ~ BLD03-00201 DARREN FRAUENHOLTZ 228 CHURCH ST REP RMF 1 0 $8,500 REROOF ROOMING HOUSE BLD03-00255 DODGE STREET APARTMEb 902 -904 N DODGE ST REP RMF 1 0 $6,500 REROOF TotalREP/RMF permits :2 TotalValuafion: $15,000/ BLD03-00217 JAMES A & TERESA G SHY~ 2221 H ST REP RSF 2 1 $3,550 Bedroom wall and electrical repair and install two new windows. Total REP/RSF permits: 1 Total Valuation: $3,550 ~ [ GRAND TOTALS: PERMITS: 101 VALUATIOr~: $10,067,0621 LISA MOLLENHAUER IP10 AGENDA City of Iowa City City Council Economic Development Committee Tuesday, May 13, 2003 8:00 a.m. Lobby Conference Room Civic Center 410 East Washington Street 1. Carl to Order 2. Approve of Meeting Minutes ~ April 23, 2O03 3. Set Date and Time for Next Meeting 4. Discussion of Request for Tax Exemption In the Central Business District - Zephyrs 5. Recommendation on Terms for CDBG Assistance - The Rack BBQ 6. Discussion of Request for CDBG Assistance - ISED Microenterprise Development 7. Other Business 8. Adjournment Minutes PRELIMINARY city council Economic Development Committee Wednesday, April 23, 2003 - 9:00 AM Civic Center - Lobby Conference Room Members Present: Ernie Lehman, Dee Vanderhoef, Ross Wilburn Members Absent: None Staff Present: Steve Nasby Others Present: Diana Bryant, Christine Pigsley, Sarah Fancher, Don Morrison, Rochelle Davis, George Davis Call To Order Emie Lehman called the meeting to order at 9:00 AM. Approval of Meeting Minutes from February 27, 2003 and March 13, 2003 MOTION: Wilbum moved to approve the minutes as submitted. Vanderhoef seconded the motion. All in favor, motion passed 3-0. Wilbum excused himself from the meeting due to a conflict of interest concerning any items related to Community Development Block Grant Funds as his employer was a recipient of CDBG funds. Discussion of Request for CDBG Assistance - The Rack BBQ This application was reviewed previously by the committee. The applicants have since submitted a packet containing a revised personal financial statement, documentation of purchase for equipment and a revised list of sources and uses of funds. The request by the applicant has also increased by $10,000, identified for working capital, as such, they are now requesting $40,738. The State of Iowa has approved a targeted small business loan of $25,000 for 5 years at a 3% interest rate, and that funding is contingent upon the City being a participant in the project. After reviewing the application and new information, Lehman stated that CDBG funds are appropriate for building remodeling for $15,000 and working capital of $10,000. A recommendation to Council for $25,000 seems reasonable and it would be contingent upon confirmation of State approval for the Targeted Small Business Loan. Vanderhoef agreed and stated that they will present the request to the Council at the May 6, 2003 meeting. Discussion of Request for CDBG Assistance - ISED Microentemrise Development Present at the meeting was Christine Pigsley from ISED and Sarah Fancher, a Vista volunteer, working in new program development. The application is requesting $15,000 to conduct two sessions of an entrepreneurial microenterprise development training class in Spanish. They have received Iowa City's CDBG funding in the past for a similar program that targeted Iow-moderate income individuals. They are expecting 40 persons to be enrolled and the Program and anticipate that 30 of these persons will complete the training and eight will then start or expand businesses that will create 10 new jobs (including owners). Pigsley explained this program has been in place in Des Moines for 8 years and for 2 years targeting the Hispanic population. The program has also been in effect in Sioux City for several years. ISED follows the newly created businesses continually for the first year and annually for the next 3 years, and offers assistance if needed. Lehman and Vanderhoef agreed that this is a worthy program but would like more information to present to the City Council. Lehman recommended that Pigsley provide a report of the Des Moines and Sioux City program that gives a history of what has been accomplished. Pigsley agreed and will provide this information as soon as possible. Discussion of Request for CDBG Assistance - The Pet Deqree This project is an existing business, located at Pepperwood Plaza. The applicant is requesting $100,000 from the City CDBG funds for operating capital. The business owner, Don Morrison was present to answer questions concerning the application. He stated that the request is to increase the number of employees and to keep the business in operation as business activity has significantly declined and the Pepperwood mall is at less than 25% occupancy. Lehman and Vanderhoef reviewed the submitted financial information and questioned if other sources of financial assistance had been pursued. Mordson stated that he had looked to the Small Business Association and was told that he probably would not qualify; this was also the situation with the Department of Agriculture. It was determined that the Economic Development Committee Minutes April 23, 2003 Page 2 submitted profit/loss statement was not really an accurate reflection of the business. The statement does not include accrued rent and interest costs on payments, due in part to the decrease in sales. Vanderhoef stated the she believed the current risk is too high for the City to participate. Lehman asked Morrison to submit new financial information that more accurately reflects the business; to approach a bank and get documentation of either approval or denial of a business loan and to also decrease the amount of the request as the City would not fund such a large request. Lehman thanked Morrison and stated that with this new information, the committee will review the application again. Discussion of Request for CDBG Assistance - A Cut Above The application is for $25,000 to expand and remodel an existing hair salon located on the Pedestrian Mall in downtown Iowa City. The business currently employs 2 full-time employees and with expansion, plans to hire 1 full-time and 2 part-time employees. Lehman end Vanderhoef reviewed the submitted financials with Rochelle and George Davis, the business owners, and noted the large decline in sales over the last year. Lehman stated that the request does not appear to be appropriate for CDBG funding as the need for expansion is not warranted as sales have declined. He stated that the CDBG purpose is not to give an existing business a competitive advantage over another just for operational funding, or to promote unfair competition. Lehman and Vanderhoef concurred that this project was not a good risk or use of CDBG funds and decided to decline the application but thanked the Davis's for applying. Adiournment Vanderhoef moved to adjourn the meeting. The meeting concluded at 10:20 AM. ..... THE NEXT MEETING DATE AND TIME IS PENDING ..... City of Iowa City MEMORANDUM DATE: May 6, 2003 TO: City Council Economic Development Committee FROFI: Steven Nasby, Community and Economic Development Coordinator RE: Property Tax Exemption Application for Property Located at 124 East Washington Street On your agenda is a request from Zephyr Copies & Design for property tax exemption on commercial property located at 124 E, Washington Street, The purpose of this memorandum is to provide a brief history on property tax exemption in the Central Business District and outline the eligibility criteda for the property tax exemption. Central Business District Urban Revitalization Plan In September 1999, the City Council designated the Central Business District as a revitalization area to provide an incentive to private business owners to redevelop or improve their properties, it is important to note that the tax exemption provision applies only to the portion of value in a structure that is added (not to the existing structure). In February 2001, the Council used this economic development tool to approve a property tax exemption for the property located at 210-202 Clinton Street (Whiteway Building). Eligibility Criteria According to the Central Business District Urban Revitalization Plan, projects within the revitalization area must meet the following criteria to qualify for property tax exemption: · Qualified real estate includes real estate assessed as commercial property. Only the non-residential commercial component if a commercial property would qualify for property tax exemption. However, any reuse of a historic structure assessed as residential (e.g. owner-occupied housing or condominium units), residential commercial (rental housing), or non-residential commercial prope~o/shall be considered qualified real estate and thus eligible for property tax exemption. The proposed project is a commercial property (no residential) so the whole structure is qualifying property. · Eligible construction includes rehabilitations, additions and new construction. However, new construction that requires the demolition of structures identified in the Central Business District Urban Revitalization Plan as historic and/or architecturally significant is not eligible for property tax exemption. The application for this project is for rehabilitation only and will not require the demolition of a historic or architecturally significant structure. May 6, 2003 Page 2 · In order to be eligible for property tax exemption and prior to the issuance of a building permit, the exterior design of any qualifying project must be either 1) reviewed by the staff design review committee and approved by City Council or 2) reviewed and approved by the Historic Preservation Commission. The plans and exterior design of this structure were submitted to the design review committee on t, lay 1, 2003. · To be considered eligible for property tax exemption, all improvements must increase the actual value of the property as of the first year for which an exemption is received by at least fifteen percent (15%) in the case of real property assessed as commercial property and by at least ten percent (10%) in the case of real property assessed as residential property. In this case, the actual value of the improvements on the property as of 31anuary 2004 must be at least fifteen percent greater than the assessed value of the improvements on the property as of 3anuary 2003. The 2003 assessed value of the improvements is $246,920, and to be eligible for property tax exemption~ the 2004 assessed value of the improvements must be at least $283,958. As provided for in State Cede, the City Assessor will determine whether the project meets this criterion after the Council's approval of the application. Should the Council Economic Development Committee recommend approval of this request, the applicant has requested that it be placed on the May 20 Council agenda for discussion. If you have questions about this project or would like a copy of the Central Business District Urban Revitalization Plan please contact me at 356-5248. APPLICATION FOR PROPERTY TAX EXEMPTION UNDER THE CENTRAL BUSINESS DISTRICT URBAN REVITALIZATION PLAN PRIOR APPROVAL FOR -- APPROVAL OF COMPLETED INTENDED IMPROVEMENTS IMPROVEMENTS ADDRES~ OF PROPERTY: LEGAL DESCRIPTION OF PROPERTY: PROPERTY OWNER(S) NAME: ADDRESS OF OWNER: NAME AND PHONE NUMBER OF CONTACT PERSON: USE OF PROPERTY PRIOR TO IMPROVEMENTS PROPOSED TYPE OF PROPERTY: (Check all that apply): Residential Industrial __ Owner-occupied ~/~..~ommercial Vacant PROPOSED USE OF PROPERTY NATURE OF IMPROVEMENTS: (Check all that apply): (Check all that apply): Residential -- New construction ~ Commercial ~/'Rehabilitatlon Industrial __ Additions SPECIFY PROPOSED USE OF PROPERTY AND NATURE OF IMPROVEMENTS (to be continued on separate DATE ON WHICN PROJECT RECEIVED IOWA CITY HISTORIC PRESERVATION COMMISSION APPROVAL O~R CITY COUNCIL APPROVAL OF THE PROPOSED EXTERIOR RENOVATION: ESTIMATED OR ACTUAL DATE OF COMPLETION: ,~¢',l~r I(~ _ ESTIMATED OR ACTUAL TOTAL COST OF IMPROVEMENTS: ~'1~ " ESTIMATED OR ACTUAL COST OF IMPROVEMENTS FOR WHICH EXEMPTION IS SOUGHT: PROPERTY TAX EXEMPTION SCHEDULE SELECTED BY APPLICANT FOR PROJECT (See reverse side for appli~;able schedule): ON JULY 13, 1999, DID TENANTS OCCUPY ANY BUILDING ON THE PROPERTY DESCRIBED ABOVE? __ YES ~. NO. IF YES, PLEASE ANSWER THE FOLLOWING QUESTION. Did the construction of the improvements, for which the property tax exemption is being applied, require Ihe relocation of any tenants of residential units? Yes No If yes, please answer the following questions. Did any of those tenants that were required to relocate occupy the same dwelling unit continuously from September 28, 1998 until they were required to relocate? __ Yes No. If yes, please provide on a separate sheet the number of residential units, the names of each of the tenants, the dates they occupied the dwelling unit, and the relocation benefits they received. OTHER FEDERAL, STATE, OR CITY ASSISTANCE USED FOR PROJECT: SIGNATURE OF PROPERTY OWNER: ~------.~T~'~.~ DATE:. TAX EXEMPTION SCHEDULES ( 1 ) RESIDENTIAL ONLY Qualified residentially assessed property is eligible to receive an exemption from taxation on the actual value added by the improvements. Exemption period 10 years Exemption amount 115 % of the actual value added by the improvements, Amount of the actual value added cannot exceed ~20,000, The granting of .the exemption shall not result in the actual value being reduced below the actual value on which the Homestead Credit is computed. (2) _ALL PROPERTY* Qualified real estate is eligible to receive a partial exemption from taxation~on the actual value added by the improvements, Exemption period 10 years Exemption amount 1st year 80% 6th year 40% equal to a percent 2nd year 70% 7th year 30% of the actual value 3rd year 60% 8th year 20% added by the improve 4th year 50% 9th ~/ear 20% ments 5th year 40% 10th year ~ 20% 13) ALL PROPERTY* Qualified real estate is eligible to receive an exemption from taxation on the actual value added by the imp¢ovements, Exemption period 3 years Exemption amount 1OO% of the actua va ue added, by the improvements 14) RESIDENT[AL AND COMMERCIAL WiTH 75% RESIDENTIAL USE Qualified real estate assessed as residential or assessed as commercial consisting of 3 or more living quarters with at least 75% of the space used for residential purposes, is e~igible to receive an exemption from taxation on the actual value added by the improvements. Exemption period 10 years Exemption a~nount 100% of the actual value added by the improvements FOR AGENCY USE ONLY: THE ABOVI~ APPLICATION IS/IS NOT IN CONFORMANCE WITH THE REQUIREMENTS OF THE CENTRAL BUSINESS DtSTRICT URBAN REVITALIZATION PLAN. PLANNING & COMMUNITY DEVELOPMENT DATE: RELOCATION BENEFITS PAID HISTORIC PRESERVATtON COMMISSION APPROVAL OR CITY COUNCIL APPROVAL OF EXTERIOR IMPROVEMENTS DATE: HOUSING & INSPECTION SERVICES DATE:__ BUILD NG PERMIT NO. Si IOWA C~TY CITY COUNCIL DATE: ASSESSED VALUE BEFORE iMPROVEMENTS ASSESSED VALUE AFTE~ IMPROVEMENTS ASSESSOR'S PHYSICAL iNSPECTiON DATE: ASSESSED VALUE FOR WHICH EXEMPTION IS GRANTED: ELIGIBLE OR NON ELIGIBLE FOR PROPERTY TAX EXEMPTION CITY ASSESSOR; DATE: City of Iowa City Application TIF Tax Rebate or Tax Abatement\Exemption Business Requesting Financial Assistance: Name of Authorized Person to Obligate the Business: Business Address: I~( Business Conta~ Person: Telephone: ~ ~ ~ ~1- ~ E-mail Address: ~*~ Business Federal ID~: Date of Application Submi~h Release of Information and Certification NOTE: Please read carefully before signing I hereby give permission to the City of Iowa City (the City) to research the company's history, make credit checks, contact the company's financial institution, and perform other related activities necessary for reasonable evaluation of this proposal. I understand that all information submitted to the City relating to this application is subject to the Open Records Law (1994 Iowa Code, Chapter 22) and that confidentiality may not be guaranteed. I hereby certify that all repre- sentations; warranties or statements made or furnished to the City in connection with this application are true and correct in all matedal respects. I understand that it is a cdminal violation under Iowa law to engage in deception and knowingly make, or cause to be made, directly or indirectly, a false statement in writing for the purpose of procuring economic development assistance from a state agency or political subdivision. SIGNATURE OF COMPANY OFFICER~AUTHORIZED TO OBLIGATE BUSINESS: NOTE: The City will not provide assistance in situations where it is determined that any repre- sentation, warranty or statement made in connection with this application is incorrect, false, misleading or erroneous in any material respect. If assistance has already been provided by the city pdor to discovery of the incorrect, false or misleading representation, the city may initiate legal action to recover city funds. 1. What is the location of the proposed project? 124 E. Washington Street Iowa City, IA 52240 2. Describe in detail the proposed "project" (e.g., company relocation, plant expansion, remodeling, new product line and/or new facility). Remodeling of our existing store~ Inside remodeling includes new hardwood floors, counter tops, cabinets and shelving units. Replacement of current air conditioning units with new rooftop units is planned, which will add additional retail floor space to our shop. We will take down a wall in the back of the shop to allow better workflow. The front of the store will include new box (rectangular) window areas. The fagade of the building will be replaced with a new fagade that is historically accurate. In all, we estimate we will gain approximately 10% more retail space. 3. Specifically, what type of capital improvements will be completed? (e.g. new building, remodeling, fagade improvement, accessibility) · Completely new fagade with new windows and ramp access; · New floor: hardwood & carpet; · New counter tops, cabinets, shelves; · New roof & rooftop HVAC units; · Reconfiguration of the shop by removing wall in middle of shop. 4. Will the project increase the value of the property by at least 15%? Please include the amount of the proposed investment. Yes. See attached estimate from TOD builders, our general contractors. 5 Type of assistance requested: (check one) Tax Increment Financing Tax Exemption '~ Tax Abatement J[, ~ 6. If an existing Iowa City Business, how many total individuals have been employed by the company at the Iowa City facility during the past year? Fifteen (15) 7. What is the number of jobs within the existing or proposed Iowa City Facility and what is the starting average hourly wage rate (not including fringe benefits): For the new employees? $6.75 per hour For existing employees? $8.23 per hour (not includinq officers) For existing and new employees? $8.06 per hour 8. Does the business provide standard medical and dental insurance for full-time employees? lfso, what percentage of the standard medical and dental insurance package expense does the company provide? Yes, 46%. 9. Beyond the present project, what future growth potential is there for the Iowa City operation? We are opening a second location at Boyrum Plaza, Iowa City in May of this year. We also plan to open a third location in Coralville within the next three years. 10. Please describe the energy and resource efficiency programs, waste reduction, waste exchange, and/or recycling programs at your Iowa City operation. We recycle paper and cardboard. 11. Do you use recycled materials in the production of any products or through the provision of any services at your facility? If so, please describe. Most of our paper products contain 25% recycled paper. 12. Has the business been cited or convicted for violations of any federal or state laws or regulations within the last five years (including environmental regulations, Occupational Safety And Health laws, Fair Labor Standards, the National Labor Relations Act, the Americans With Disabilities Act)? If yes, please explain the circumstances of the violations(s). No D Builders March 11, 2003 Steve Pajunen Zephyr Copies & Design 124 E. Washington Street Iowa City, Iowa 52240 RE: Zephry Copies Remodel Revised Dear Steve, We have revised the budget estimate in accordance with our meeting on March 27, 2003. We have added wood flooring, oak plywood, casework (including staining and finishing), and updated the Electrical and HVAC numbers. The revised estimate total is $99,073. The estimate breakdown is as follows: Item Estimated Cost 1. Project management, permit, clean up $3,796 2. Demo ceilings and carpet - asbestos removal excluded $3,739 3. Wood crown mold $3,574 4. Casework and oak plywood $7,405 5. Acoustical ceiling $3,810 6. Remove roof, reinsulate, roof curbs and reroof $8,534 7. Soffit framing and ceiling drywall $2, t22 8. Wood Flooring $14,117 9. Painting and staining - $6,556 10. HVAC - two new units $25,600 11. Electrical $12,500 12. Overhead & Profit 8% $7,320 Total Interior $99,073 3129 Deerfield Dr. NE · Swisher, IA 52338 · ph/fax 319.668.9661 Zephry Copies Page 2 February 26, 2003 The budget estimate for the storefront remodel at 124 East Washington Street per Akar Architecture & Design undated drawings (First floor plan, Elevation and Section) is $48,398.00. The estimate breakdown is as follows: Item Estimated Cost 1. Project management, permit, clean up $2,491 2. Scaffolding & pedestrian tunnel - install and remove $4,939 3. Demo brick and storefront $5,399 4. New bdck and stone $8,500 5. Reframe exterior wall $2,934 6. Windows, aluminum door and storefront $9,974 7. Cornice structure and steel support $6,460 8. Second floor interior drywall, window trim and paint $1,118 9. Painting $1,500 10. Electrical - cove light and cornice lighting $1,500 11. Overhead & Profit 8% $3,585 Total Storefront $48,398 The total estimate for both projects is $147,221.00. Sincerely, Darren Spenler BUTT TO EX~ST. k-~ASONARY OF ADJASCENT BLDG. WI STRAIGHT MORTAR JOINT 8 APPROX, B~CK ANOD~SE~ ALUm.- WINDOWS AND DOOR W/ LOW-E, ~NSU~TED G~SS, ~P. PA~TED ~. PL~OOD, A~D QUATER SANDBLAST ALL EXT. CONCo SURFACES BUTT TO EXOST. MASONARY OF -- AE)JASCENT ~L©O. WI STRAOGHT MORTAR JO~MT 1/2' General Parcel Informalion http://www.iowaassessorscom/lowaCity/cgi-bm/getinlb.exe/pcl?par... General Parcel Information PIN 1010311030 DEED PAJUNEN, STEVEN M CONTRACT 124 WASHINGTON ST ADDRESS IOWA CIFY IA 52240-0000 CLASS COMMERCIAL MAP AREA 22000-Com PLAT MAP ~ 10-10-32 I ORIGINAL TOWN OF IOWA CITY LEGAL 140' OF E 20' OF LOT 7 BLK 80 116,000 0 246,920 362,920 201 Storc- Relail S~nall 1900 4,800 Front Foot 20.00 20.00 140.00 140.00 23.20 12/31/2001 470,000 0()0 Normal Anns4.ength Transaction 3203-613 4/8/1985 240,000 049 Unuseablc Sale -Othcr 760-163 7,'27/1999 99-0578 5,000 New Dwlg I of 2 5/I/2003 4' 19 PM '.. General Parcel Infom~ation http://wwwiowaassessors.com/iowaCity/cgi-bin'getinfo.exc/pcl?par... l~roperty _Rgcpj'd ~fa~d Report hnporlanl: The abo¥c link is 1o a report that can olll)r be ',icy, red IISillg the Free ReporlVie','~er. Download Iht "ricwcr bclov,, and inslall it bcl~rc c(mtinui~g. Click here to download the Report Viewer Start a !~9~¥ 5earth Back to }!0!~!¢ 2 ol-2 5/I/2003 4:19 $/06/2003 11:08 FAX 3193385824 ISED ~002/003 ~ i S E D 910 25~ dv~nue 'C°ral~ll~'~/l '22'l May 2, 2003 Mr. Steve Nasby City of Iowa City 410 E Washington St Iowa City, IA 52240 RE: ISED 2002 Audit Clarification As requested, I am providing additional information regarding thc general ledger adjustments identified as a reportable condition in the audit conducted by McGladrey & Pullen, LLP for the year ended Sune 30, 2002. Unbilled Services: There was one billing for one program that was prepared in June and not recorded until July. The payment was received in June, which created a credit balance in that program's Accounts Receivable subledger. At the auditor's request the entry recorded in July was reversed and a correcting entry was prepared and recorded in June, which zeroed the year- end balance in the program subledger. ~ These entries were posted correctly in the appropriate months; howevgr, thc reconciliations w~re not included in the initial material prepared for the auditors. No adjusting journal entries were require& ~ Expenses that were consldared to be recoverable from the insurance company for th~ fire that nccurred in May 2000 were recorded as insurance receivables. Because the fire had occurred more than two years prior, the auditors did not consider the expenses "likely to be recovered". The expenses, therefore, did not meet the reliability characterize and following the principle of conservatism, the entry was reversed. In February 2003, the insurancc company did svttle the claim and the exl~nsas were again appropriately recorded as receivables and the payment received was recorded accordingly. It is important to note that none of these adjustments affected any grant expenditures end all expenses for all grants were appropriately recorded in a timely manner. If you have any remaining questions, or need additional information regarding thc audit, please contact me at 319f338-2331 extension 4206 or via email atpmckenna~ised, or~. Iowa Locations: Cedar Ra~tds, Davenl:'orl, DR Molnez, Sioux City and Waterloo lgawark DF.: Wa~hlnetan. DC.: Louisville. KY: Gulf~ort, MS; Omaha~ NE; New C~ty, iVY; and Salt Lake Cio~, UI' 5/06/2003 11:08 FAX 3193385824 ISED ~003/003 ISED We a~i~e yo~ consid~on of o~ a~U~on for CDBO ~d~g ~ ~e Ci~ oflo~ Ci~ ~ ~ you for your ~ S~c~cly, Vi~ ~i~nt D~c~r of F~ce ~d ~Sm;~s~on 2 ISED's Des Moines, Sioux City and Davenport Program Outcomes, 2002-2003 In response to Iowa's growing Hispanic/Latino population, ISED offers Spanish- language microenterprise training in Des Moines, Sioux City and Davenport. The Des Moines and Sioux City programs are funded by CDBG, and the Davenpo~ pilot program is funded by a private grant from Wells Fargo Bank. Des Moines Sioux Cit Davenporl Program Enrollments 18 4z 12 Business Starts 3 Business Expansions/Strengthens 4 Jobs created/saved 8 rte 7.5 ftE * Home-based businesses 3 The above table summarizes the Hispanic participant outcomes of the Des Moines and Sioux City CDBG programs over the period the programs have been operating. The Des Moines and Sioux City programs are both funded for $50,000 per year. This funding is not solely for Spanish-language training. While these programs target Hispanic clients, they are open to all low- and moderate-income persons. · ISED's Hispanic business program in Davenport started in March 2003 and is concluding its first session of classes. This program will have 9 class graduates and 5 business outcomes within the year. Hispanic Businesses Established or Strengthened through Des Moines and Sioux City Programs: American Motors Complete Janitor Services E1 Amigo Auto Sales Extreme Bedliners Garcia Apartment Leasing H&S Concrete La Voz Hispana (Hispanic newspaper) Maria Auxiliadera Books Mafia's Catering Mayan Arts & Crafts Professional Translation Sewermaster Sinaloa's Cake Tacos San Pedro Tamales Pablo! Translation, Editing Inc. Yolanda's Styling Salon Success Stories: Tamales Pablo! of Sioux City: This is a home-based business which sells tamales wholesale to restaurants. Pablo Tzul, his wife and son all work in the business. Despite the fact that Pablo Tzul speaks very little English, the business has been very successful. American Motors of Des Moines: Efarain Sanchez borrowed $10,000 from Iowa Community Capital, ISED's community development financial institution, for his car dealership. Mr. Sanchez teaches Spanish during the day and runs his dealership in the evening. E1 Salvadoran and Mexican Restaurant of Des Moines: This restaurant opened in March of 2003 after the owner, with ISED's help, borrowed $10,000 from the Self-Employment Loan Program. Jose Perez works full-time in addition to running the restaurant Wednesday through Sunday. His wife cooks traditional, homemade-style food for the restaurant, which is located in the Des Moines Mexican Plaza. Minutes PRELIMINARY r~ Housing and Community Development Commission Planning and Community Development Conference Room Second Floor, Civic Center Tuesday, April 22, 2003 - 6:00 PM Members Present: Jerry Anthony, Lori Bears, Amy Correia, John Deeth, Mark Edwards, Matthew Hayek, Morgan Hoosman Members Absent: Rick House, Jayne Sandier Staff Present: Tracy Hightshoe, Steve Long, Steve Nasby Others Present: Michelle Hankes, Allan Axeen, Sandy Pickup, Jodi Goodwin, Deb Briggs, Stephen Trefz, Carol Spanziani Call to Order Amy Correia called the meeting to order at 6:07 PM. Approval of March 13, 2003 and March 20, 2003 Minutes MOTION: Deeth moved to accept the minutes as submitted. Bears seconded the motion. All in favor, motion passed 5-0. Anthony and Hoosman not yet present. Public/Member Discussion of items Not on the Agenda None. Section 8 Homeownership Program Update Correia asked Jodi Goodwin and Deb Briggs from the Housing Authority to update the commission as to what has been happening with the Section 8 Home Ownership program. Briggs reported that they currently have 2 houses close to approval and 10 more people seeking approval. They also have all the local lenders on board now as well as Fannie Mae. However, they still have a need for a local home ownership education provider. Currently, the home ownership educator comes from the Quad Cities office to provide the mandatory 8-hour education/information session required by the Section 8 program. This can be rather inconvenient given the fact that a high number of the clients are disabled and require more time, thus making the appointments difficult to schedule. The USDA is planning to increase their homebuyer education requirement and have expressed interest in padnering with the Housing Authority to provide this education. Also, the USDA has begun direct lending through a local office and is offering a 1% interest rate. Briggs stressed that the Section 8 program is very labor intensive, and a local Home Ownership Coordinator to provide home ownership education and to work with clients is a real and definite need. Their goal is to actively pursue grant money to hopefully fill this position. Jodi Goodwin presented information on a workshop, Pathways to Home Ownership, which had been conducted. The workshop was to present information to individuals to help them realize the possibility of homeownership, as well as answer any questions concerning the process. Anthony arrives. Discuss FY04 Community Development Block Grant & Home Investment Partnership Funding Recommendations The Commission discussed the City Council's responses to the funding recommendations. Also discussed was the new City Inspector position, and that it seems to be contingent upon the passing of the new nuisance law. The Commission came to a consensus that the process in determining funding is a very good, deliberate, thoughtful and respected process. This process should be explained and defended to the Council in an advisory role as well as highlighting the amount of money that is already allocated. Housing & Community Development Commission Minutes April 22, 2003 Page 2 Hoosman arrives. Review FY04 Annual Action Plan Correia asked for comments on the Action plan. She noted that on page 32, the Homeless Prevention section, that the owner occupied housing rehab program is listed here and questioned if this was correct. Staff explained that it could be in certain safety and health situations. Correia also noted that under the Economic Development section, it states only how many applicants the Economic Development Fund has had but not how much has been funded. Staff explained that the Englert Theater has been approved but the funds have not been released yet due to the fact that the Theater has not received their State CAT grant. Correia suggested that this information be included in the plan. Correia questioned the wording in the second paragraph under the section titled Citizen Participation Process For The FY04 Annual Action Plan on page 33. She suggested that it should read, "The Council initiated the amendments..." MOTION: Deeth moved to recommend the passage of the FY04 Annual Action Plan as amended. Hayek seconded the motion. All in favor, motion passed 7-0. Monitoring Reports · City of Iowa City - Housing Rehabilitation (Edwards). This report was tabled until next meeting. · Elder Services Inc. - Small Repair Program (House). This report was tabled until next meeting. · Shelter House -Deposit Assistance Program (Deeth). Deeth reported that the program has spent the allocated $5,000. The program served 64 households, 48 of those were female headed, and all were at 0-30% of median income. · Wesley Foundation - Facility Rehab (Correia). Correia reported that the work on the bathrooms at the Wesley House is fin[shed. The new bathrooms are now wheelchair accessible and are very nice. Also noted was the contractor, Apex Construction, donated the additional tile for the entry of the building to match with the new bathrooms. The Wesley House will be holding a party on May 19, 2003 to unveil air the newly completed work. · GICHF - Affordable Home ownership (Anthony). This report was tabled until the next meeting. · HACAP - Transitional Housing (Bears). Bears and Al Axeen reported that the allocated funds were spent to purchase four transitional housing units. All units are occupied. The units are located on Broadway, Saddlebrook, Douglass Ave. and Willowwind. The units are scattered and are in the Wood, Twain, Roosevelt, and Weber elementary school districts. · Ruby's Pearl - Micro-Enterprise (Correia). Correia reported that the business has relocated to Market Street, in the old Alternative's location. The store is now hand[cap accessible. Their business plan has been filed with Clifton and Gunderson. Once the business plan is approved, the allocated funds can be released. New Business · Correia distributed a handout with information about the National Housing Trust Fund. The premise of the program is to take the FHA surpluses to fund a nation wide program to purchase or rehabilitate over 1 million affordable housing units by 2010. The Commission discussed the program and Anthony commented that the program has worked extremely well in other States and Iowa is one of only 14 States that does not have a State housing trust fund. Correia noted that if they do vote to approve the endorsement, they would simply Housing & Community Development Commission Minutes April 22, 2003 Page 3 send in forms stating that the Iowa City Housing and Community Development Commission supports and endorses the National Housing Trust Fund. The group sentiment was favorable toward endorsing the program. Correia noted that the Commission did not need to make an immediate decision, and she will bring more data to the next meeting and they can discuss the topic again. Hightshoe presented information concerning the National Community Development Week Celebration. The celebration is usually highlighted by "the big check presentation" and she asked if the Commission was interested in expanding the celebration to having more than one event. Volunteers are needed to form a committee. Hoosman, Deeth and Edwards volunteered to work on CD week. Adjournment MOTION: Hayek moved to adjourn the meeting. Edwards seconded the motion. All in favor, motion passed 7-0. Meeting adjourned at 7:11 PM.