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Home My WebLink About2003-10-02 Info Packet - CITY COUNCIL INFORMATION PACKET CITY OF IOWA CITY October 2, 2003 www.icgov.org [ MISCELLANEOUS ITEMS I IP1 City Council Meeting Schedule and Work Session Agendas IP2 Letter from Airport Manager: United Hangar IP3 Email from Parks and Recreation Director: Kickers Contributions IP4 Letter to Council Member Pfab from Inara Powers: Deer Management IP5 Memorandum from Assistant City Attorney: Municipal Power Feasibility Study IP6 Memorandum from Community & Economic Development Coordinator: FY03 Consolidated Annual Performance and Evaluation Report IP7 Email from Council Member Wilburn to Bob Thompson and Charlotte Walker: Incumbents Don't Answer Their Email IP8 Meeting Materials: September 30 East Central Iowa Council of Governments [VVilburn] IP9 Release: Thai Flavors to Donate to Housing Trust Fund of JC [Long] IP10 Agenda: October ? City Council Economic Development Committee I PRELIMINARY/DRAFT MINUTES I IPll Economic Development Committee: September 17 IP13 Housing and Community Development Commission: September 18 IP14 Planning and Zoning Commission: September 18 CITY COUNCIL I'NFORMATION2003(ET C~T¥ O~ IOWA www.lcgov.org MISCELLANEOUS ITEMS IP1 City Council Schedule and Work Session Agen IP2 Letter from Air 3nager: United Hangar IP3 Email from Parks and .~creation Director: )ns IP4 Letter to Council Mc ~b from Inara Deer Management IP5 Memorandum from Assistant ~y: 3al Power Feasibility Study IP6 Memorandum from ~mic Development Coordinator: FY03 Consolidated Annual P~ Evaluation Report IP7 Email from Council Member Wi Bob Thompson and' Charlotte Walker: Incumbents Don't IP8 Meeting Materials: Septen~ 30 East Iowa Council of Governments [Wilburn] IP9 Release: Thai Flavo, ~ Donate to Fund of JC [Long] IPI0 Agenda: October ~ Council Economic ~ment Committee PRELIMINARY/DRAFT IPll Economi ~ment Committee: September 1 IP12 Econ¢ Development Committee: September 18 IP13 and Community Development Commission: Se nber 1§ IP14 and Zoning Commission: September 18 City Council Meeting Schedule and October2,2003 Work Session Agendas CITY OF IOWA CITY ~ www.icgov.org FUTURE MEETINGS AND AGENDAS I TENTATIVE · MONDAY, OCTOBER 13 Emma J. Harvat Hall 6:30p Special Council Work Session · TUESDAY, OCTOBER 14 Emma J. Harvat Hall 7:00p Special Council Formal Meeting · WEDNESDAY, OCTOBER 15 North Liberty 4:00p Special Council Work Session Joint Meeting: lC Schools, JC Board of Supervisors, Cities of Cora[ville and North Liberty · MONDAY, OCTOBER 27 Emma J. Harvat Hall 6:30p Special Council Work Session · TUESDAY, OCTOBER 28 Emma J. Harvat Hall 7:00p Special Council Formal Meeting · MONDAY, NOVEMBER 10 Emma J. Harvat Hall TBA Special Council Work Session 7:00p Special Formal Council Meeting · TUESDAY, NOVEMBER 11 Emma J. Harvat Hall Veterans' Day Holiday - City Offices Closed · MONDAY, NOVEMBER 24 Emma J. Ha/vat Hall 6:30p Special Council Work Session · TUESDAY, NOVEMBER 25 Emma J. Harvat Hall 7:00p Special Formal Council Meeting Meeting dates/limes~topics subject to change FUTURE WORK SESSION ITEMS Regulation of Downtown Dumpsters Downtown Historic Preservation Stormwater Utility Parking on Narrow Streets West Side Plan Historic Preservation Issues Consideration of Issues Not Under Council Jurisdiction USA Patriot Act IP2 IOWA CITY MUNICIPAL AIRPORT 1801 South Riverside Drive Iowa City, Iowa 52246 Office Phone (319) 356-5045 September 2, 2003 The Honorable Mayor Mr. Ernest Lehman 410 East Washington Iowa City, Iowa 52240 Re: United hangar Dear Ernie: As a follow-up to the letter of September 2, 2003, concerning the disposition of the United hangar, I am attaching a copy of the cost estimates the Commission reviewed in their discussions. As you can see, the cost to move the hangar is estimated to be between $ 20,000 to $ 35,000. The cost to rehabilitate or restore the building could cost up to almost $ 500,000. Although the Federal Aviation Administration would pay for some of the site preparation, a considerable amount of local funds would be needed to restore the hangar to a condition to be able to use it. If you have additional questions or would like to discuss this at some time, please contact me at 356-5045 or e-mail at ron-oneil@iowa-city.org Sincerely, , Ron O'Neil Airport Manager Cc: City Council Airport Commission 8teve Atkins, City Manager Sue Dulek, Assistant City Attorney Table X: Tasks & Rough Order of Magnitude Costs Removal of Old United Hangar from Runway Safety Area Iowa City Municipal Airport, Iowa City, Iowa Alternatives Move and Task Demolish Rehabilitate Move and Hangar Hangar Restore Hangar Historic recordation of 20,000 20,000 20,000 building at existing site Building demolition & 30,000 n/a n/a debris removal Clear existing site 0 to 10,000 0 to 10,000 0 to 10,000 Clear & grade new site, n/a 100,000 100,000 new foundation & pad Provide utilities to site n/a 35,000 35,000 Rehabilitate brick joints n/a 12,000 12,000 Move brick section n/a 15,000 15,000 Move steel section n/a 20,000 20,000 Electrical repair/upgrade n/a 10,000 to 20,000 20,000 to 40,000 HVAC repaidupgrade n/a 10,000 to 20,000 20,000 to 40,000 Plumbing repair/upgrade n/a 10,000 to 20,000 20,000 to 40,000 Interior repair/upgrade n/a 20,000 to 40,000 40,000 to 80,000 Window replacement n/a n/a 25,000 Door replacement n/a n/a 5,000 Rehabilitate/repair roof n/a 15,000 30,000 to 40,000 Restore roof on brick n/a n/a 10,000 to 15,000 section Total $50,000 to $267,000 to $372,000 to $60,000 $327,000 $497,000 Notes to table: Rehabilitate = repair or replace as necessary so that building can function as intended; work to be conducted without consideration of historic nature of building Restore = repair or replace as necessary so that building can function as intended; work to be conducted in accordance with the Secretary of the Interior's Standards & Guidelines for work on historic buildings Recordation = photograph and document historic details & nature of building prior to alteration of its historic setting, feeling, materials, etc. Door replacement does not include replacement of steel hangar doors Presence or absence of hazardous materials, such as asbestos, is unknown ow^ 1801 South Riverside Ddve Iowa City, Iowa 52246 Office Phone (319) 356-5045 September 2, 2003 The Honorable Mayor Mr. Ernest Lehman 410 East Washington Iowa City, Iowa 52240 Re: United hangar Dear Emie: At the last three Commission meetings, the Commission has discussed the disposition of the building known as the United hangar, at 1701 South Riverside Drive. Boeing Air Transport Company constructed it around 1929. Boeing Air later became United Airlines. Because of its age, the building has some historic significance. It has been determined to be eligible to be a historic structure, but it has not been designated as a historic building. Because of its location in relation to the end of Runway 25, it is considered an obstruction. The building can not remain in the current location. Disposition of the building would be included with the second phase of the Runway 07/25 project. The Commission hopes to receive funding for phase two next year. There are at least three options. All three options include the required historic documentation of the building. One option is to demolish the building. Another option is to move the building and rehabilitate it. A third option is to move the building and restore it. The FAA will pay 90% of the cost to move the building. This would include moving costs, new footings and floor and constructing the utilities to the new site. They will not pay to rehab or restore the building. The Commission has known for some time that the building is considered an obstruction. Very little money has been spent on it and it would need considerable work to rehab or restore it. Because of the economic climate, the consensus of CommiSSion is that the structure will be demolished. The Historic Preservation Commission was invited to the August Commission meeting to discuss the building, but the Commission did not receive any response from them. The Commission does not know of any other group that might have an interest in preserving the building. The Airport Commission has started the process of selecting an engineering firm for the Runway 07/25 project. In defining the final Scope of Services for the project, the Commission will need to decide the fate of the United hangar. The main objective of this letter is to notify the Council that the Commission has spent a considerable amount of time on this issue and, using the available information, has decided to demolish the building. There was some sentiment to save the building, but thero aro no funds to allow that to occur. Sincerely, . Ron O'Neil Airport Manager Cc: City Council ~ Airport Commission Steve Atkins, City Manager Sue Dulek, Assistant City Attorney "Discouer the Benefits" CITY OF IOWA CITY 220 SOUTH GILBERT STREET PHONE (319) 356-5100 IOWA CI3W IOWA 52240-1632 vamv.icgov.org FAX (319} 356-5487 TO: City Manager and City Council FROM: Terry G. Trueblood, Director DATE: September 25, 2003 RE: Kickers Contributions At the September 23rd City Council meeting, representatives of the Iowa City Kickers Soccer Club presented the City with a check in the amount of $10,000. We agreed to their request that the contribution would be used to assist with the purchase of playground equipment for the soccer complex. Parks and Recreation personnel installed this equipment in time for the opening weekend of fall soccer earlier this month. It has proven to be a very popular addition to the complex. I am told that some parents/coaches have found it necessary a few times to coax the younger soccer players away from the playground to participate in their games. The total cost for the playground equipment, safety surface, edging and other materials was about $29,000; in effect this means the Kickers organization paid slightly mom than one-third of the cost. The remainder came from the "Playground Replacement & Improvement" allocation in the CIP budget. The inclusion of a playground at this facility has been part of our plans since the original concept, but had been delayed for a variety of reasons. The Kickers most recent contribution was the catalyst we needed to get it done. The Kickers organization has now contributed $380,000 towards the development of the Iowa City Kickers Soccer Park. Their contributions to the community go far beyond the money, as they have provided a high quality soccer program many years for thousands of youth. Our partnership with them has been very positive and productive, and I anticipate this relationship will continue for many years to come. FILED 200:] SEP 25 Ai~ 9:~,9 CiTY CLERK IOWA CITY, IOWA Deer Information distributed with 9/23/03 Agenda, Item #8. City of Iowa City IP5 MEMORANDUM TO: City Council FROM: Andy Matthews, Assistant City Attorney DATE: October 1,2003 RE: Municipal Power Feasibility Study Latham & Associates has submitted a "Scenario Il" analysis of their preliminary feasibility study utilizing somewhat different customer numbers. This study supplements, but does not supercede the first study. The original study utilized Water Department information to project a customer base and "Scenario I1" utilizes 2000 Census figures, using housing units plus growth of 500 customers per year for the four years to 2004. The total residential KW, KWH and revenues were adjusted accordingly. Under "Scenario I1", projected savings are adjusted downward from $83,671,116 to $61,563.847. The changes do not change the written summary, methodology, and related narrative. It does change a number of the schedules attached to the first report, and the "Scenario I1" study changes those affected schedules. Specifically, schedules 1, 2, 3, 4, 5, 6, 9, 10, 11, 12, 14, and 21 are modified. Of course, if MidAm is willing to provide specific information regarding customer numbers and usage the data could easily be adjusted and fewer assumptions would be necessary. If you have any questions, feel free to call me. cc: Steve Atkins, City Manager Dale Helling, Assistant City Manager Marian Karr, City Clerk Eleanor Dilkes, City Attorney c-~ Rick Fosse, Public Works Director © ~. --~ __"T' Latham & Associates, Inc. 150 First Avenue NE Suite 300 Cedar Rapids, Iowa 52401 September 29, 2003 Mr. Bob Haug _-< Iowa Association of Municipal Utilities 1735 NE 702 Avenue ~ ~ ~-. Ankeny, Iowa ~ c~ RE: Prelirninal~ Municipalization Feasibility Study for the City of Iowa City - Scenario II As you are a~vare, MidAmerican Energy Company has not provided data relative to the number of customers, kilowatts, kilowatt hours or revenues for the City of Iowa City. Attached for your informafon is Scenario II of the Preliminary Municipalization Feasibility Study for the City of Iowa City. This new Scenario II is prepared for data sensitivity analysis purposes. Relative to the September 15, 2003 Preliminary Study, Scenario II reflects the following changes: 1) Revised estimated number of Residential customers downward to equal 2000 Census for housing units plus growth of 500 customers per year for the four years to 2004. 2)Total Residential KW, KWH and revenues were adjusted accordingly using the same per customer data. 3) Other buyout costs (meters, services, transformers, security lights, etc.) and expenses were revised accordingly to reflect fewer estimated residential customers. Results of Scenario II, at Replacement Cost Depreciated, provide a Net Present Value of $61,563,847. If MidAmerican Energy Company provides actual data, further scenarios can be provided for the City of Iowa City. Bob Latham and Louie Ervin Latham & Associates, Inc. Encl. (1) CC: Andy Matthews w/enclosures (5) CC: Ferman Milster w/enclosure (1) Office 319 365-6488 Fax 319 365-7086 Lathamrj~aoLcom ervinlr~worldnet, att. net Presented by: Latham & Associates, Inc. Final Report SCENARIO II Preliminary Municipalization Feasibility Study for the City of Iowa City, Iowa Presented to the City and the Iowa Association of Municipal Utilities September 29, 2003 X Latham & Associates, Inc. 150 First Avenue NE - Suite 300 Cedar Rapids, Iowa 52401 Tel: 319-365-6488 Fax: 319-365-7086 E-Mail: Ervinlr~Wofldnet .Att. N et Lathamrj~Aol. Com Municipalization Feasibility Study for the City of low ity Overview - · '~'~ ~ v,~ "'-'~ This report is a sununary of the investigation of the feasibility of estabhst~i~,~ne -- municipal electric utilities in Iowa. This study for the City of Iowa City (City) is~;i~trt ofa~ Joint Municipalization Feasibility Study for nineteen Iowa cities through the Iowa*- Association of Municipal Utilities (IAMU). Although there are common issues for cities considering forming municipal electric utilities, significant differences among cities are reflected in the study results. The MidAmerican Energy Company (MEC) and Interstate Power and Light Company (IPL) have zonal/system retail rates that are different for various rate zones/systems. Generation or power supply costs may vary depending on city location on an MEC transmission line. The voltage levels at which cities would receive transmission services are also different and have differing rates. Customers of individual cities have usage characteristics that differ from those in other cities. This study specifically assesses these generation, transmission, rate and usage pattern differences and how the differences impact the economic feasibility for each study city· This study compares the annual projected municipal electric utility costs that must be recovered from the City customers to the estimated aggregate electric charges paid by the City customers to the incumbent electric utility. The economic feasibility model provides a Net Present Value of the estimated annual cost savings or losses resulting fi:om formation ora municipal electric utility. From a financial perspective, if the Net Present Value of the savings is zero, this means that all the costs of electric system acquisition and operation would be paid, including the costs of financing. A Net Present Value of greater than zero implies that there is a projected f'manciai gain to the City by forming a municipal electric utility and that financial gain can be used to lower electric rates to customers or for other community purposes. The key financial issue for each potential new municipal electric utility is estimated net savings. The difference between estimated new utility retail revenues and incumbent utility retail revenues provides an estimate of expected net savings. As developed in the text, the estimation of the Net Present Value of establishing a new municipal electric utility for the City provides an overall sense of the prospective f'mancial viability of a municipal utility through time. This report addresses only direct financial benefits anticipated fi'om establishing a new municipal electric utility and it does not assess the value to citizens from having local control of electric costs, a utility focus on local economic development, and increased local jobs. Finally, this report does not consider the prospect of local in-lieu of tax transfers to the City's general fund. These in-lieu of tax transfers would be contributions over and above the replacement property taxes to be paid by the City municipal utility that would replace the property taxes currently paid by MEC. City oflowa City Municipalization Study Page 1 By: Latham & Associates, Inc. 9/15/03 Economic Feasibility Major Drivers A major driver of economic feasibility for a prospective municipal electric utility is the market price for available wholesale power relative to regulated utility cost-hased rates. Market prices can be significantly above or below utility rates at any given time. Regulated incumbent utility rates can also change at distinct times as approved by the Iowa Utilities Board. This report uses a 25-year time horizon, which dampens some of the expected short-term variability of market prices and utility rates. Wholesale power supply/generation market prices used in this study are based on fixed-price contracts for similarly~situated Iowa municipal electric utilities for the near-term of five years and are escalated after that to reflect projected inflationary increases over the longer-term~ Incumbent utility rates used in this study arc based on current rates for the short-term, with zonal rate differences removed and rates equalized over four years and then escalated over the longer-term to reflect projected inflationary increases. Another major driver of economic feasibility is the level of stranded generation costs that the new municipal electric utility may be required to pay the incumbent utility. At the time the City would be acquiring generation capacity, MEC does not have excess generation according to its formal filings with its regional reliability council, the Mid- Continent Area Power Pool for the 25 year period of the study. Its filings, if any, with the Iowa Utilities Board since 1998 are not available to the public. For MEC, there is a projected longer-term shortage of generation capacity to meet its projected retail electric loads. Therefore, if the City forms a municipal electric utility, MEC will still have a generation capacity deficiency over the study period. Further, the incumbent utility, MEC, will almost certainly be asked to be a bidder for supplying power to the new municipal electric utility. Even iftbere were stranded generation of MEC, the new City utility will be offering competitive prices to acquire that capacity. In summary, for study purposes, for MEC to have a valid claim for stranded generation costs it must demonstrate that it will have excess generation if the City load is no longer served by MEC and the value of the excess generation if sold into the market is less than MEQ~ generation costs included in its retail rates. Neither of these claims is believa~I)~.to ap~ for the City study. 3:- -'~_~, --4 Impact of Electric Industry Changes r¢~2 -- This study reflects cost and operational impacts associated with recent major c ~ll~?s ~rrT. the power industry and how those developments are expected to affect long-tern~:electri~ prices and reliability of service for prospective municipal electric utilities. Perhaps the most significant is that the market for electric generation, the transmission system operations, and the regulatory environment are materially different today and continue to change in the direction of more competitive options available to the City. Electric generation is now available on the competitive market. Numerous power plants have been built, particularly in neighboring states, by independent power suppliers for the City of Iowa City Municipalization Study Page 2 By: Latham & Associates, Inc. 9/15/03 competitive market. For the short term, Iowa investor-owned, rural electric cooperative, and municipal electric utilities may also have power generation available in the market. The competitive power supply market is a relatively new phenomenon that developed after the transmission system was opened on a non-diseriminatory basis for wholesale power transactions, such as a City municipal utility purchase of wholesale power for delivery at retail to its customers. The Federal Energy Regulatory Commission (FERC) has primary rate jurisdiction over wholesale power and use of the transmission grid. The FERC has encouraged local transmission system operators, such as MEC, to participate in the regional transmission system network through independent system operators such as the Midwest Independent System Operator (MISO). IPL is already a MISO member and MEC had proposed MISO participation through an independent transmission company, TRANSLink. That may not be the final organization of the Iowa transmission system, particularly for MEC, but the general outline of an independently operated regional transmission system is reasonably obvious given recent and expected events. Very recently, there have been concerns about regional transmission reliability with the August, 2003 transmission-based electric black-out in the mid-east and east. While the roles of MEC and IPL in the regional transmission system are not definitive, it is very likely that the black-out will bring greater pressure for an integrated regional transmission system including pressures on MEC and IPL to participate. This participation is expected,.., to be on continuing terms of non-discriminatory access and competitive rat~ for transmission system for municipal utilities and joint purchasing groups of such ~akr~cip ca~ utilities. These rates and other terms are expected to be on the same56a~s transmission is available for IPL and MEC for their continuing retail customers._~ ~ Joint Study - Individual City Results -- Although the study model is consistent in application for each study city, s~gnifican~ differences among cities are reflected in the study results. An engineering field review of the electric distribution system for each city was made to value individual distribution lines and substations for that city. Valuations reflect cost and vintage differences for individual city electric facilities. Analyses also include estimated costs to re-integrate the incumbent utility's system. With the recent advent of significantly lower real-time metering and improved metering technology, in many cases advanced metering can be used as a very cost-effective alternative to reconstructing local distribution systems to accommodate the City's mtmicipalization. Each city bas it own mix of residential, business and industrial electric customers and all of these have differing electric usage characteristics that can materially impact the overall cost of serving electricity within an individual community. The study recognizes that the incumbent utility rates are different for each of the multiple rate zones and for each customer class and the individual city usage data and rates are those for the relevant rate zone. When available, actual rates from larger customer bills were used and adjusted to City of Iowa City Municipalization Study Page 3 By: Latham& Associates, Inc. 9/15/03 the current rates paid by those larger customers within the city. Where such actual bills were not available and billing data fiom comparable larger customers were available, those billing data were used as estimates for the missing billing data. For determination of peak loads and necessary generation and transmission capacity for each city, IPL's excellent customer class load research data, as filed with the Iowa Utilities Board, were used to reflect usage characteristics of each customer rate class. MEC load research data were not available for this study. These IPL load research data were adjusted to reflect the overall MEC Iowa system load factor relative to that of the IPL system. These data were adjusted for known peak and load data for larger customers within the city. Generation and transmission costs for each city are reflective of usage characteristics~r that city in its incumbent utility rate zone, at its expected delivery voltage le ~x~and a~ts point of delivery fi'om the transmission systen~ ~:~ c'D ~ Bases for Municipal Utility Valuations ~-! ¢? -- Valuation is essential in establishing a price for the City to acquire the ~ lo.c~ distribution system, including lines, meters and substations, to form a municiI~ifl elect~ll} utility. There are numerous possible ways to look at the bases for valuation of t~ee systems. Among these alternatives are the concepts of Replacement Cost Depreciated and the concept of Original Cost Depreciated. As its name implies, Original Cost refers to the investment cost to MEC at the time utility property was devoted to utility service. This investment may have been made 10, 20 or 40 or more years ago. In the meantime, that property would have been significantly depreciated. Presumably, the utility has recovered that depreciation in the regulated rates it has charged to its customers. Presumably, the utility has also realized a f'mancial rate of return on the un-depreciated balance of that property though regulated rates. Therefore, the concept of Original Cost Depreciated is the Original Cost of utility property investment net of Accumulated Depreciation. It is a measure of the remaining net investment to the utility on the general basis on which the utility or its presumed successor is allowed a regulated return on that investment in its rates. By contrast, Replacement Cost refers to the investment cost today of utility property that would be used for the same functions and purposes as the existing utility property that is the subject of valuation. It reflects current technology and is presumably the alternative available if the local distribution system would actually be replaced. Conceptually, however, the system to be acquired is not new so adjustment to the replacement cost is necessary to reflect the age of the system. This is accomplished by starting with the Replacement Cost, identifying the vintage of the utility investment and reducing the Replacement Cost by the amount of Depreciation that would have been accrued for that Replacement Cost. The Depreciation would be for property of that vintage or year with the relevant expected lives for the property. Because there are differences of opinion regarding which of these alternatives is preferred for valuation purposes, summary results for the study include both methods. These City of lowa City Municipalization Study Page 4 By: Latham & Associates, Inc. 9/15/03 summary results are included in Schedules 1 and 2 for Replacement Cost l~k~cm~l and Original Cost Depreciated valuations, respectively. C~') ~" Municipal Utility Operational Assumptions ' Fundamental to the study are the assumptions regarding how the City would ~;~'ate ~e municipal electric utility upon acquisition. One alternative operational mod61 is for the City to acquire all of the needed generation plant, equipment, personnel, training, operations facilities, computer systems, risk management expertise and emergency services upon acquisition of the City system. Alternatively, the City could acquire these facilities and services through other entities either ander contract with the City or as an agent for the City. Presumably, the City will choose the altemative or a combination of alternatives that is the most economical, presuming comparable reliability of the system. For study purposes, Operations and Maintenance expenses and Administrative and General expenses were estimated as if all or most of these services were provided under contract with outside vendors. This may marginally overstate estimated costs and understate estimated savings. The electric generation and transmission markets provide opportunities for the City to acquire needed generation and transmission as part of a larger purchasing pool group or as an individual entity. The assumption in the study is that the City chooses to join an existing municipal utility power supply purchasing pool and to have that pool provide electric power on a delivered basis to the municipal utility. This very significantly reduces the operations requirements and the risk management requirements of the municipal utility. This provides assurance to the City that the resulting power supply is as dependable as the power supply from its current incumbent utility, MEC. It also assures the City that it is obtaining power supplies from fmancially viable suppliers that are at least as strong financially as the incumbent utility. Under these assumptions, as the City chooses to own generation capacity itself or to invest in generation and transmission projects, it can do so as it wishes without the necessity of making such ownership purchases at the time of system acquisition. Operating equipment, including line trucks, and the associated personnel are available in the market from a number of entities. Indeed, the incumbent utility offers these services to other municipal utilities. Other municipal utilities and rural electric cooperatives are willing to provide such services as necessary. Tree trimming and construction and maintenance line services from independent contractors are also readily available in the market and are often used by investor-owned utilities as well. Emergency or storm restoration services are also available under contract with other utility entities or from independent contractors. Mnnicipal utilities, in particular, typically have operating pacts with other utilities for these emergency and storm restoration services. The IAMU coordinates a mutual aid program for its 137 member electric municipal utilities in Iowa. Specialized equipment and computer services are also readily available. These services may be available from an existing electric utility that specialized in these services or City oflowa City Municipalization Study Page 5 By: Latham & Associates, Inc. 9/15/03 through joint purchasing with other similar utilities. It may also be possible to obtain some of these services fi.om another City utility. During the course of this study, numerous vendors have offered their services for the potential use of a city in establishing a municipal electric utility. Power suppliers are willing to provide generation on competitive pricing terms. The transmission system is an evolving but non-diseriminatory open-access systen~ For these reasons, the primary study operational assumption is that the City chooses to commence its municipal utility primarily with outsourced services fi.om these alternatives from reliable and competitive vendors. The power supply in particular is assumed to be part of an existing purchasing pool power supply with fixed prices for five years. This results in delivery of power with the same reliability as from MEC and from a power supplier that is at least as strong financially as the incumbent utility. If the City chooses to increasingly take on more operational responsibility int_~ernally,~ presumably would do so ~f there are savings compared to these outsoureed a~at~vo~_. In that sense, using rehable estimates of costs fi.om reputable vendors I~__~ es ~--4 '-FI benchmark for comparison purposes regarding these operations. City-Specific Assumptions For convenience, selected assumptions for the City municipalization dy summarized in Schedule 21, Electric Franchise and City-Specific Information. These data include the rate zone in which the City receives electric service from the incumbent electric utility. The most recent Census population data are included. The anticipated voltage level for delivery of power to the City is included along with the corresponding estimated wholesale prices for power supply delivered to the City delivery point at that voltage. The estimated City electric load factor is included. Replacement property taxes are among the other City-specific data presented in Schedule 21. Other City specific information includes the status oftbe current electric franchise with MEC. Other existing City utilities are included. Finally, some potential suppliers of local distribution system support services are listed when available to reflect potential equipment and personnel sharing opportunities. Engineering Field Study of the City System Attached is the Prospective Municipal Electric Service Area map of the City. This map reflects the streets that are within the City distribution system boundaries that were used in the study. This street map was used to estimate primary electric service lengths. Engineering field checks were made to determine the proposed service boundaries of the prospective new municipal utility. These generally follow City limits boundaries. Electronic city street maps were used to develop street and distribution circuit footages, using a factor of 70 percent of the street lengths to estimate lengths of the primary City of Iowa City Municipalization Study Page 6 By: Latham & Associates, Inc. 9/15/03 distribution circuits. This ratio was used based on detailed engineering field checks in two of the study cities. Engineering field checks were made to assess the percentage of distribution circuit types by number of phases and those circuits whether of overhead or underground construction. Global positioning system methods were used to estimate the lengths of the 34.5 kV and 69 kV transmission and sub-transmission circuits, if any, to be acquired. These field checks were also made to assess the substations to be acquired and the substation voltage levels and for original cost and replacement cost purposes. If substations were to be shared with MEC, this field check was useful in estimating the relevant facilities charges for that shared service. The distribution system was mapped by sector and the approximate vintage of construc- tion was recorded for each sector to improve the accuracy of determining aggregate system investments by vintage and the corresponding depreciation. Engineering field assessments and cost estimates were made to determine new distribution constructi~ and/or primary metering points and metering/electronic equipment necess~ to tig integrate the incumbent utility distribution system. ~ CD c-~ Estimated Valuation Methods for the City System__ ~ .... o2 .:. Estimated valuations of the distribution facilities within the City were made a-~rigina~ Cost Depreciated and at Replacement Cost Depreciated levels The 200T Handycn Whitman Index of Public Utility Construction Costs provides estimates of electric utility construction costs for distribution plant in the North Central geographic region of the U.S. This Index has been published since 1924 and is widely used by utilities, regulatory agencies and construction engineers. In this study, this Index was used in the estimation of original costs. Estimated new construction unit cost data for 2004 were applied to the circuit footage to estimate the replacement costs of the distribution system to be acquired. Estimated engineering valuations were prepared for meters, services, distribution transformers, lighting and substations that principally serve customers within the City. Municipal Utility Load Data The estimation of the electric load in the City is relatively straightforward. Because kilowatt (kW) peak loads and kilowatthour (kWh) energy requirements are not available fi.om MEC for the purposes of this study, systematic methods of peak load and energy estimation were required. Fortunately, as note, current load research data are publicly available fi.om IPL for Residential, Commercial and Industrial classes of customers. These data provide monthly peaks, times of peaks and typical hourly energy use by class. They also provide information on the diversity of the times of peaks between the classes of customers. Because of this diversity at times of peaks, a municipal utility would plan for the load of City oflowa City Municipalization Study Page 7 By: Latham & Associates, Inc. 9/15/03 the total system and that total load would be less than the sum of the individual class peaks because of the diversity of times of monthly peaks by class. The load research data are summarized in Schedule 8, Interstate Power & Light Load Research 2002. Publicly available data also include the kWh energy use per customer by c~s._.and each system rate zone for MEC. The Residential and Commercial data mat~a~e d~a used for the load research. Therefore, using these rate zone kWh data per ct~r combining the information from the load research on kW per kWh of energ .y~ ~sl~e, the kW peak per customer by customer class was estimated for each of these classes, iw For the larger, primarily industrial and large commercial/public customers, actfial billi~ data from these customers or estimates of their billing data from comparable custom~ were used to estimate the peak kW demand and the kWh energy usage of the Large General Service/Industrial/Major Accounts class. These data were adjusted, where necessary, to reflect the diversity of peak usage of this class compared to the City system as a whole. Lighting kWh energy usage estimates were based on the number and type of lights billed to the City and the number of burning hours. These usage levels are comparable to those that are listed in the MEC retail tariff. Since the outdoor lighting is not assumed to be used during peak periods, there are no estimated peak kW demands for lighting. The kWh usage estimates for Lighting are included in Schedule 10, Street Lights. The fmal information required to estimate kW peak and kWh energy usage in the City is the number of customers for each customer class. These customer numbers were developed from water, natural gas or sewer customer data, where these data were available. From U. S. Census 2000 data, population data and population/housing data were used as cross checks on the customer numbers. From these data, the annual kW peak and the kWh energy data for the City were developed. Those usage data are summarized in Schedule 6, Projection of Billing Data, Customers, kW, kWh. For the City, the resulting estimated overall yearly system load factor is reflected in Schedule 21, Electric Franchise and City-Specific Information. Municipal Utility Generation Capacity and Energy Requirements The municipal utility generation capacity and energy requirements follow from the peak demand kW and the kWh energy usage data. In the power pool, it is assumed that a reserve requirement of 15 percent above the projected kW peak load is required for generation to provide for power pool contingencies. Further, that peak demand plus 15 percent reserves is the assumed generation requirement for power on a basis as delivered to the customers. From the customer meter to the transmission delivery point of the City, kWh energy and kW peak losses are assumed to be 3.5 percent. In addition, to the source of generation at the generator City of Iowa City Municipalization Study Page 8 By: Latham & Associates, lnc. 9/15/03 busbar, there are additional transmission and transformer losses. These losses are estimated at 4 to 5 percent depending on the voltage level at the City's delivery point. From these estimates of peak kW demand, additions necessary for reserve re~quirem~s, and provisions for losses from the generator to the customers, theC~enera~on requirements and the energy requirements for purchased power were estma~-~ Tl~e "'[-1 data are presented in Schedule 4, Purchased Power Projected Costs. CD ?' ~ ~ General Study Model ~:~1 -- The study is designed to measure the estimated differences over a twenty2~tve ye~_n period between the electric costs from a City municipal electric utility and electric costs from continuing with the existing incumbent electric utility, MEC. The costs of the electricity in either case are the delivered costs of electricity, assuming comparable levels of generation, transmission reliability, emergency services and taxes or tax- equivalents paid in the City and community. All costs and revenues are based on 2004 estimated dollars. For purposes of the study, year 1 is assumed to be 2004. For the City, the costs include the estimated full costs of operating the electric system as a municipal utility compared to the full costs of continuing service fi'om an incumbent electric utility. The approach is designed to be an objective analysis of the full costs of these competing alternatives. No other alternatives are compared. No non- f'mancial considerations such as local employment and local provision of services are included. The financial comparison is measured as the Net Present Value, plus or minus, of the municipal system versus the incumbent system. If the Net Present Value is positive, this is the equivalent of a one-time benefit to the City that can either be used to lower electric rates through time compared to the incumbent utility's rates or can be used for local City improvements or other City purposes. If the Net Present Value is negative, this is the equivalent of a one-time cost to the City that can either be recouped through higher electric rates through time compared to the incumbent utility's rates or can be recouped at the expense of other City activities. Importantly, the expected growth rate of electric usage in the City is also included. This Net Present Value estimate starts with the yearly, over twenty-five years, net savings or extra costs from the municipal system versus continuing on the MEC system. Each of these net savings or costs is discounted hack to the present using a discount rate that is the estimated after-tax cost of money for the municipal system taken as a whole. The study model consists of the following main components: 1. Estimated New Municipal Utility Capital and Finance Costs: City oflowa City Municipalization Study Page 9 By: Latham & Associates, Inc. 9/15/03 a. Local System Acquisition Buyout Costs b. Local System Re-integration Costs and Continuing Capital Improvements c. Acquisition Buyout Finance Payments for Principal d. Re-integration and Continuing Capital Improvement Finance Payments for Principal e. Working Capital Costs and Finance Payments for Principal 2. Estimated New Municipal Utility Operating Expenses: a. Wholesale Purchased Power Costs of Generation Delivered to the City b. Transmission Costs of Purchased Power Delivered to the City c. Power Supply System Losses to the City Delivery Point d. Distribution Operation and Maintenance Costs from the City Powecr~-~- , r-- Supply Delivery Point to Customers e. Customer Accounting, Administrative and General Costs f. Buyout Amortization Costs g. Distribution System Depreciation Costs cn h. Buyout Non-Tax Preference Interest Costs i. Re-integration and Continuing Capital Improvement Tax-Preference Interest Costs j. Working Capital Tax-Preference Interest Costs k. Replacement Delivery Property Tax Costs 1. Regulatory Costs of Municipalization m. Operations Start-up Costs n. Power Supply Start-up Costs Including Metering 3. Estimated Incumbent Utility Retail Revenues Using Available Information on Local Electric Usage and Rates Paid 4. Estimated City Annual Savings as the Annual Difference Between Municipal Utility Operating Expenses and Incumbent Utility Retail Revenues 5. Estimated Net Present Value of 25-Year Annual Savings Discounted to the Present Using an After-Tax Long-Term Discount Rate City of Iowa City Municipalization Study Page 10 By: Latham & Associates, Inc. 9/15/03 Municipal Utility Capital and Finance Costs >~ c~ Local System Acquisition Buyout Costs are summarized in the following Se-f~le ~ Investment Summary. This includes estimates of the buyout costs of the City ~!dist~- button system based on both a Replacement Cost Depreciated and an Or~'l Cost Depreciated basis. The Replacement Costs, in 2004 dollars, of the respective il~ems of~a~ buyout are also presented here. In addition, the estimated buyout costs include a 10 percent adder for contingencies and for the costs of issuing financing to acquire these facilities. As discussed above, the incumbent utility does not have excess generation capacity for the study period and there is no anticipated market loss of its sale of generation capacity. Therefore, there are no stranded generation costs in this estimate, as presented in Schedule 18, Stranded Generation. Distribution system costs are fi.om Schedule 12, Distribution System Mapping. These Replacement Cost Depreciated and Original Cost Depreciated estimates are based on the observed vintage decades of respective overhead or underground line construction at varying delivery voltage and single or multiple phase levels. As noted above, the lengths of these respective local distribution facility types were measured using on-site inspections and taking advantage of street maps and a global positioning system for measurement as relevant. These lengths of distribution system were valued at current replacement costs. They were then adjusted to the costs for the corresponding vintage decade using the Handy-Whitman index for that decade, f~om Schedule 13, Handy- Whitman Index. This method was used for both the Replacement Cost Depreciated and the Original Cost Depreciated estimates. The relevant Depreciation for each of these measures was then subtracted to arrive at the Replacement Cost Depreciated and the Original Cost Depreciated estimates. For this purpose, the Depreciation rate was 3.37 percent on a 29.7 year estimated life of the facilities from utility data. Lighting system costs are fi.om Schedule 10, Street Lights. This schedule includes types of lighting and estimated numbers of lighting fixtures along with their current replacement costs for fixtures, lamps, photocells, wires, poles, and conduit. Security lights and the corresponding poles are assumed to be used by 10 percent of the City electric customers. As with the distribution system, both Replacement Cost Depreciated and Original Cost Depreciated estimates were developed. These were estimated using the distribution system relationships between current replacement costs and the corresponding Replacement Cost Depreciated and Original Cost Depreciated costs. Metering costs are fi.om Schedule 14, Meters, Services, Secondary and Transformers. Estimates were made of installed meters, services, secondary and transformer costs for each of the customers in each customer class. As with the lighting system, both Replacement Cost Depreciated and Original Cost Depreciated estimates were prepared using the distribution system relationships between current replacement costs and the corresponding Replacement Cost Depreciated and Original Cost Depreciated costs. City of Iowa City Municipalization Study Page 11 By: Latham & Associates, Inc. 9/15/03 As presented in Schedule 11, distribution, lighting, metering, secondary and transformer Inventory is estimated at 3 percent of the 2004 replacement costs of the City system without adjustment for depreciation. Substation investment costs are from Schedule 16, Valuation of Substations. To the extent that a substation is assumed to be purchased, these were valued at replacement costs that were then adjusted, based on the Handy-Whitman Index in Schedule 13 and the assumed depreciation rate of 3.37 percent, to arrive at Replacement Cost Depreciated and Original Cost Depreciated estimates. To the extent that a substation is also assumed to be used to continue to deliver power to incumbent utility customers, there is a charge if ownership remains with MEC. Conversely, there is a credit to the City if it a~quires ~e substation, to reflect the value of the service of providing that continuing se~ce_ for Re benefit of MEC. .~> z2 Sub-transmission investment costs are from Schedule 17, Transmissio~and SOb- transmission Valuation. To the extent that transmission or sub-transmissk~,~ Wes are 513 assumed to be purchased, these were valued at replacement costs that were th~ _~_~just~, based on the Handy-Whitman Index in Schedule 13 and the assumed depreci _a~3~:rate-~f 3.37 percent, to arrive at Replacement Cost Depreciated and Original Cost l~precia~t estimates. System Reintegration costs are included in Schedule 15, Projected Reintegration Costs. These are the costs, as mitigated by the incumbent utility, of reintegrating the MEC system operationally after the City acquisition of the local system. With current technology, with the relatively low cost of real-time metering and monitoring equipment, the incumbent utility's system can often be reintegrated electronically rather than through more costly additional lines and facilities. These estimated metering costs, as relevant, are presented in Schedule 15. To the extent that new circuits are necessary for reintegration of the MEC system, those costs are also presented in Schedule 15. Continuing Capital Improvements are included in Schedule 3, Capital Account Replacement (page 1) or Original (page 3) Cost Depreciated Assets and Liabilities. These Improvements are included as part of the Investment Assets column. These continuing capital improvements are assumed to be tied to the current undepreciated replacement costs of the distribution system, meters and lighting and are calculated at one-half of the system growth rate to reflect the incremental additions for a system that is already significantly developed. Working Capital requirements are included in Schedule 3, Capital Account Replacement (page 1) or Original (page 3) Cost Depreciated Assets and Liabilities. Working capital is included in the Cash Working Capital Column. Working capital is estimated at a net of 15 days of revenue for the City municipal electric utility. Acquisition Buyout Finance Paymeuts for Principal are reflected in Schedule 3, Capital Account Replacement (page 2) or Original (page 4) Cost Depreciated Assets and Liabilities. These overall Buyont costs to be financed are reflected in the Buyout Account columns of these pages. These Buyout costs are assumed to be repaid over 25 years at 4 percent per year. Yearly Buyout Principal Payments are reflected in the Principal Payments columns of those pages. City of Iowa City Municipalization Study Page 12 By: Latham & Associates, Inc. 9115/03 Re-integration, Continuing Capital Improvement and Working Capital Finance Payments are reflected in Schedule 3, Capital Account Replacement (page 2) or Original (page 4) Cost Depreciated Assets and Liabilities. These capital costs to be financed are reflected in the Investment Account and Working Capital Columns of these pages. The repayment schedule for these investment costs is over 25 years at 4 percent per year. The yearly Principal Payments are reflected in the Principal Payment column of those pages. The Remaining Balance in these accounts is included in a column with that name on those pages. Buyout costs and other investment costs are separated in this analysis. The interest rate to be paid on the buyout costs is at a non-tax-preference rate. The interest rate to be p~d on the other investment costs is at a tax-preference rate. ~ ~o CZ) Municipal Utility Operating Expenses ~ ¢~· _~ Wholesale Parehased Power Costs of Generation Delivered to the City al~lud~:l_ in Schedule 4, Purchased Power Projected Costs. As discussed above, t~ City assumed to initially purchase power under medium term contracts rfither thStt immediately acquire its own generation. The purchased power terms and conditions are from numerous market sources but particularly reflect a current contract for the joint purchase of power by a group of Iowa municipal utilities that have the power delivered to the delivery points at the cities. That contract is for five years and will commence in 2004. The City may negotiate an actual power supply contract from an alternative supplier on terms that are more or less favorable than this contract. The power supply prices for power delivered to the delivery point are assumed to increase 2 pement per year from the 2004 base year 1 of the study. The 2004 delivered power supply costs per kW of demand and per kWh of energy are presented in Schedule 21, Electric Franchise and City-Specific Information. Schedule 4 includes the development of the purchased power costs. Transmission Costs of Purchased Power Delivered to the City are included in the purchased power costs presented in Schedule 4. Those resulting delivered purchased power costs in Schedule 4 include all estimated generation costs, transmission costs and relevant directly assigned facilities charges for the power as delivered to the City delivery point. The delivery point reflects the assumed Wholesale Delivery Voltage in kV as noted in Schedule 21. Ihe City is assumed to purchase transmission services as pan of a municipal utility purchasing pool with the power supplier acting as the City's agent for all of the transmission procurement, power supply dispatching and other requirements for the delivery of dependable power supply to the City. These are services that MEC currently provides as agent for a pool of municipal utilities using a real-time information system owned by the pool. While MEC will be replaced as agent in 2004, those services will be provided by the successor power supplier, Ameren Energy Marketing, to relieve the municipal utilities from providing for these delivery services on their own and for assuring a dependable supply of power from a financially-strong supplier. City of Iowa City Municipalization Study Page 13 By: Latham & Associates, Inc. 9/15/03 Power Supply System Losses to the City Delivery Point arc, as noted above, included in the total delivered power supply to the assumed City delivery point and its voltage level. See Schedule 4 for estimated delivered power supply costs. Distribution Operation and Maintenance Costs from City Power Supply Delivery Point to Customers arc presented in Schedule 5, Projected Expense Operations and Maintenance. These distribution O & M costs were developed using estimates of equipment and personnel and substation facilities charges, as relevant. The rates for these services are fi:om vendor proposals for comparable municipal utilities. These distribution O & M costs were then compared to those of existing lowa municipal utilities on a per customer and a per kWh basis to test for reasonableness of the resulting estimates. See the municipal utility data in Schedule 19, IAMU Unbundling Data where the Total Distribution dollars include both distribution O & M and Customer Accounting, Administrative and General Costs. Through time, these costs are estimated to increase at an annual rate of 2 percent plus the growth rate minus 1 percent, with the latter adjustment reflecting incremental costs of expanding from an existing system._ Customer Accounting, Admlmstrat~ve and General Costs are also Schedule 5. These estimates were developed on the same basis as were the dist~i_,~tio cn~ & M costs. As noted above, these are compared to data from existing municiCP~!~tiliti~s for tests of reasonableness. Through tune, these costs are estunated to ~nc_~J~ at an annual rate of 2 percent plus the growth rate minus 1 percent. ~ ~) Buyout Amortization Costs are included ~n Schedule 3, Capital Account Re~acement (page 1) or Original (page 3) Cost Depreciated Assets and Lmbd~t~e ,s~>Columrs Amortization of Buyout. Following the depreciation life of distribution utility property, the amount of the Buyout, plus 10 percent for financing costs and contingencies, was amortized over a 33 1/3 year period at a straight-line rate of 3 percent per year. Distribution System Depreciation Costs are included in Schedule 3, Capital Account Replacement (page 1) or Original (page 3) Cost Depreciated Assets and Liabilities, Column Depreciation of Asset. These depreciable assets include both the reintegration costs and the continuing capital improvements. Following the depreciation life of distribution utility property, the amount of the Investment Assets was amortized over a 33 1/3 year period at a straight-line rate of 3 percent per year. Buyout Market-Rate Interest Costs are included in Schedule 3 Capital Account Replacement (page 2) or Original (page 4) Cost Depreciated Assets and Liabilities, Column Buyout Interest Payment. The yearly interest is assumed to be paid on the average principal balances of the prior year-end and the current year-end values of the balances. The Remaining Balance and constant Principal Payments each year are included in Schedule 3. Because interest payments on municipalization buyouts are assumed to have non-tax-preference status, the interest rate is assumed to be at a market interest rate, from Schedule 1, of 7.5 % over the life of the financing. Re-integration, Continuing Capital Improvement and Working Capital Tax- Preference Interest Costs are also included in Schedule 3, at pages 2 and 4, in Column Investment Account Interest Payment. The yearly interest is assumed to be paid on the average principal balance of the prior year-end and the current year-end values of the City oflowa City Municipalization Study Page 14 By: Latham & Associates, Inc. 9/15/03 balances. The Remaining Balance and constant Principal Payments each year are included in Schedule 3. Because interest payments on municipalization investments and continuing capital improvements are assumed to have tax preference status, the interest rate is assumed to be at a tax preference interest rate, from Schedules 1 and 2, of 4.5 % over the life of the financing. Replacement Delivery Property Tax Costs are included in Schedules 1 and 2 and are included in the overall costs of operation of a municipal electric utility. The tax rate per kWh of delivered energy is included in Schedule 21. With recent Iowa legislation, tbesc Replacement Property Taxes replace previous property taxes and are collected based on generation, transmission and local distribution system factors. The generation and transmission costs, where relevant, arc included in thc delivered purchased power costs in this study. For the local distribution system, thc tax rate per kWh from Schedule 21 is specific to thc existing MEC service territory. In acquiring an MEC service territory, thc City would be responsible for recovering these taxes in thc same amount from its customers. Thc taxes would, of course, be used to replace the utility property taxes that MEC had previously paid to the City and county and other relevant recipients of those taxes. These taxes will grow through time as City customer electric usage increases. Furtber, although not included here, thc City municipal utility could choose to make even larger contributions in lieu of taxes to support the City. Regulatory Costs of Mnnicipalization are also included in Schedules 1 and 2. These are estimates of the City's share of the regulatory costs of pursuing municipalization before the Iowa Utilities Board and potentially through the courts. These costs assume that there would be some sharing of these costs for the first municipalization regulatory proceeding among the expected beneficiaries of these proceedings and that subsequent proceedings would have lower expected costs. Operations Start-up Costs are included in Schedules 1 and 2. These are estimates of the one-time costs of start-up for the municipal utility, presuming that the City initially decides to outsource power supply, transmission and distribution system functions. Power Supply Start-up Costs Including Metering are included in Schedules 1 and 2. These are estimates, based on existing municipal utility power pool practices, ore, the on~?~ time costs of commencing power supply delivery to the City delivery point. T~-ocos~ include all relevant metering, real-time information systems, power supply and contract preparations for firm service at the delivery point, c._~ rtl MEC Retail Revenues Using Local Electric Usage and Rates ~id ~.. MEC Retail Revenues Using Available Information on Local Electric Usage and Rates Paid are developed in Schedule 9, Estimated MEC Annual City Revenue. The estimated usage data by customer class are as discussed above and as included in Schedule 6. The MEC rates differ by rate by East, North or South system and the City data are reflective of its current rate zone. City of Iowa City Municipalization Study Page 15 By: Latham & Associates, Inc. 9/15/03 The existing retail rates are from the most recent published information from MEC as presented in Schedule 22. For the LGS or Large General Service Class, average MEC rates are not particularly helpful for City purposes unless the City has a very significant amount of large industrial electric usage. Therefore, the relevant rates for this class for City purposes were generally developed f~om actual billing information for its largest local electric users or from actual billing information from comparable electric users based on the same MEC zone tariffrates. As noted, the MEC rates differ for any given customer class depending on location on the East, North or South MEC System rates of the customer class. MEC is not expected to increase its rates through 2005, under agreement from its last electric rate case. After that, overall MEC rates are expected to increase 2 percent per year over the life of the study period. While MEC has publicly expressed a desire not to raise electric rates for a while, it is under no requirement that it refi'ain from such increases. Indeed, it recently requested automatic increases for its emissions control expenditures. Since this study is for 25 years, the 2 percent per year assumption is reasonable given the MEC construction activities and the volatility of the energy and transmission markets. For purposes of this study, the rates among the MEC East, North and South Systems are assumed to be equalized among rate zones over a 4 year period through changes in rates among Systems after 2005 to increase or decrease rates to realize such equalization. As noted, after 2005, overall MEC rates are assumed to increase at the rate of 2 percent per year through the end of the study period. Since the Iowa Utilities Board has stated its intention to remove existing rate differentials among rate zoneswithin Io)~l~ UtlUtilit~ these assumptions are consistent with current expectations of rate changesl:~t004or equalization and for longer term rate increase adjustments. c~- City Annual Savings ~ The Cit~ Annaal Savings as the Annual Differences Between Manicipal IJ~t~ Operating Expenses and Inenmbent Utilit~ Retail Revennes are included in Schedules 1 and 2. That is, estimated total costs of providing City municipal electric service are compared to the total costs of electric service from MEC for the 25 years of the study. Obviously, in the initial year of the study, there are the one-time costs of commencement of municipal electric utility service. Net Present Value of 25-Year Annual Savings Discounted to the Present Using an After-Tax Long-Term Discount Rate The Net Present Value of 25-Year Savings of Annual Savings Discounted to the Present Using an After-Tax Long-Term Discount Rate for the City is presented in Schedules I and 2 for Replacement Cost Depreciated and Original Cost Depreciated valuations, respectively. These Net Present Value estimates start with the yearly, over twenty-five years, net savings or higher costs from the municipal system versus City oflowa City Municipalization Study Page 16 By: Latham& Associates, Inc. 9/15/03 continuing on the MEC system. Each of these yearly net savings or higher costs is discounted hack to the present using a discount rate that is the estimated after-tax cost of money for the municipal system taken as a whole. That discount rate is 4.5 percent as included in Schedules 1 and 2. If this estimated Net Present Value over 25 years is positive this means that, compared to the MEC system and after paying for all municipal utility costs for electric service delivered to customers, there are an equivalent of one-time dollars available in the amount of the Net Present Value. Those savings could be used for purposes of lowering longer term electric rates to customers or for other City purposes such as payments in lieu of taxes. If the estimated Net Present Value is negative, this means that, compared to MEC service, the City municipal ntillty would either req~e ratq~' higher than those of MEC or would need to support the difference from utility sources. ~ Index of Study Schedules and Attachments .-<. Schedule-l: Pages 1-3 provide summary study results for acquisition at R~placen~nt Cost Depreciated. Schedule-2: Pages 1-3 provide summary study results for acquisition at Original Cost Depreciated. Schedule-3: Pages 1-4 provide Capital Accounts for Replacement Cost Depreciated and Original Cost Depreciated Assets and Liabilities. Schedule-4: Pages 1-3 provide summary annual wholesale Purchased Power Costs. Schedule-5: Page 1 of 1 includes Projected O&M Expenses. Schedule-6: Page 1 of 1 includes estimated Customer kWh and kW sales data in total and by customer class for the service area of the City. Schedule-7: Includes estimates of kW and kWh for Major Accounts that are individually determined from actual bills or fi.om estimates for major customers in the City. Schedule-8: Page 1 of 1 of Load Research includes estimated kWh per customer and kW Coincident Peak per customer for each rate class based on recent utility load research data filed by MEC with the Iowa Utilities Board. Residential and General Service customer class load research data are generally used in the analysis while Large General Service and Industrial customer class data are used where individual customer data are not otherwise determined. Schedule-9: Page 1 of 1 is an estimate of aggregate Estimated Annual City Revenue paid by consumers of the City to the incumbent utility, based on current utility rate zone/system prices. City oflowa City Municipalization Study Page 17 By: Latham & Associates, Inc. 9/15/03 Schedule-10: Page 1 of I is an estimate of Street Lights replacement costs by type and total for commtmity street lights. Schedule-11: Page 1 of 1 is an Investment Summary o£the estimated costs of acquiring the distribution system. Schedule-12: Page 1 of 1 is a Distribution System Mapping summary of engineering field data for the lengths of existing distribution circuits by vintage and type of construction. Schedule-13: Page 1 of 1 is a summary of 2002 Handy-Whitman Electric Construction Indices for investments in various age vintages of distribution systems. Schedule-14: Page 1 of 1 includes replacement cost estimates for Meters, Services and Transformers for the City Schedule-15: age 1 of 1 is an engmeenng estanate of Projected Reintegrati~i~stsd~ reintegrate the incumbent utility distribution system upon cr~t~, o~-at municipal electric utility. Schedule-16: ...... ~ .rw. . Page 1 of 1 is an engineering estimate of the Valuation of Subs~tatmns~f any, to be acquired. Schedule-17: Page 1 of 1 is an engmeermg estimate of the Valuation of Tr,~ffasmissi~m and Sub-trunsmission, if any, to be acquired that principally prow°d~e service to City electric consumers. Schedule-18: Page 1 of I is an estimate of the incumbent utility's Stranded Generation costs, if any, that are applicable to the City municipal electric utility. Schedule-19: Page 1 of I includes summary data collected by the Iowa Association of Municipal Utilities from twenty-eight existing Iowa municipal electric utilities. Data ~om six outlier utilities, three high and three low, were removed from the data for consistency purposes. These data, used for benchmarking, include population, kW, kWh, number of customers and revenue by rate class, and expenses for distribution O&M, less depreciation, and administrative and general. Schedule-20: Pages 1-3 are a summary of electric statistics from the 2002 U.S. Energy Information Administration for all one hundred thirty seven existing Iowa municipal electric utilities. These data include kWh data by class and per customer and are stratified by municipal population to provide repre- sentative statistics for cities with size similar to the study cities. Schedule-21: Page 1 of 1 is a summary of Electric Franchise and City-Specific Information regarding an electric fi'anchise, other existing city utilities, potential neighboring electric utility candidates for outsourcing distribu- tion system operations, population, delivery voltage level, growth rate, incumbent utility rate zone, wholesale power prices and Replacement Delivery Tax rates. City of Iowa City Municipalization Study Page 18 By: Latham & Associates, Inc. 9/15/03 Schedule-22: Page 1 of 1 is a summary of the incumbem electric utility's currem electric rates by customer class and by utility rate zone/system and on a combined basis across rate zones/systems for an incumbent utility. Attachment: Page 1 of 1 of this Attachment is the Prospective Municipal Electric Service Area with the City streets that are within the distribution system boundaries as used in the study. City of Iowa City Municipalization Study Page 19 By: Latham & Associates, Inc. 9/15/03 Replacement Cost Depreciated Revenue Comparison Net Present Value City: Iowa City Pop. Grp, 4 Utility: MEC.East Year 1: 2004 Schedule of Pro Fo~rna Revenue Requirement and Estimated City Savings ITEM Yr. Yr. Yr. Yr. Yr. Yr. Yr. Yr. 1 1 2 3 4 5 6 7 8 3 InterestonBuy~mt$-Sch. 3 $ 798,185 $ 765,606 $ 733,027 $ 700,448 $ 667,869 $ 635~90 $ 602,711 $ 570,132 4 InterestonInvestmeat$-Sch. 3 $ 73,530 $ 129,533 $ 149,482 $ 169,031 $ 188,180 $ 206,931 $ 225,284 $ 243,239 5 Purcl~sedPowet-Sch. 4 $ 29,580,129 $ 31,076,658 $ 32,648,905 $ 34~00,705 $ 36,036,080 $ 37,859~a0 $ 39,774,689 $ 41,787,033 6 DisttibutioaO&M(Gr+l%/Yg)-Sch. 5 $ 6,506,680 $ 6,766,947 $ 7,037,625 $ 7r319,130 $ 7,611,895 $ 7,916,371 $ 8,233,026 $ 8,562,347 7 Cust. Acct, Admi~ & Gen. (Gr+I%/Yt.) - Sch. 5 $ 2,772,200 $ 2,883,088 $ 2,998,412 $ 3,118~348 $ 3,243,082 $ 3~372,805 $ 3,507,717 $ 3,648,026 8 Amo~iz~tloaonBuyout-3%/Y£.-Sch. 3 $ 325,790 $ 325,790 $ 325,790 $ 32~,790 $ 325,790 $ 325,790 $ 325,790 $ 9 Invest/Depc-3%/Yr*Invest.-Sch-3 $ 15,589 $ 25~284 $ 34,978 $ 44,672 $ 54~7 $ 64,061 $ 73,756 $ 83,450 10 RephcementDel~etyPropefiyT~xes $ 1,988,177 $ 2,048,220 $ 2,110,076 $ 2,173,801 $ 2239,449 $ 2,507,081 $ 2,376,755 $ 2,448,533 11 Reg~toty Costs $ 100,000 12 Operations Start-up Costs $ 40,000 13 Powe£ Supp¥ Statt~Up Costs incL Meter $ 2r238~671 14Tot~lOpe~li~glgxpms~ $ 4414.~1971 $ 441021~126 $ 4~r0~0~ $ 4~t1~11924 $ ~0~Ya~712 $ ~6~7r~9 $ ~,119~72'/ $ V Ot MtO V'/v\OI ,L/lO Schedule-1 Page 1 of 3 09/29/2003 10:24 AM Replacement Cost Depreciated Revenue Comparison City: iowa CIt~ Pop. Grp, 4 Utility: MEC-East Year 1: 2004 Schedule of Pro Forma Revenue Requirement and Estimated CRy Savings ITI~M Yr. Yr. Yr. Yr. Yr. Yr. Yr. Yr. 3 IntetestonBuyout$-Sch. 3 $ 537,553 $ 504,974 $ 472,395 $ 439,816 $ 407.237 $ 374,658 $ 342,079 $ 309,500 4 Inte~estoaInvestmeat$-Sch. 3 $ 260,798 $ 277,961 $ 294,730 $ 311,105 $ 327,086 $ 342,675 $ 357,073 $ 372,680 5 Purchssed Powe~-Sch. 4 $ 43,901,197 $ 46,122332 $ 48,455,852 $ 50,907,442 $ 53,483,077 $ 56,189,033 $ 59,031,905 $ 62,018,621 6 Di~tdbutioaO&M (Gr+l%/Yc)-$ch. 5 $ 8,904,841 $ 9,261,035 $ 9,631,476 $ 10,016,735 $ 10,417,404 $ 10,834,100 $ 11,267,465 $ 11,718,163 7 Cust Acct, Admln & Gen. (Gt+I%/Yt.) - $ch. 5 $ 3,793.947 $ 3,945,705 $ 4,103,533 $ 4,267,675 $ 4,430,382 $ 4,615,917 $ 4,800,533 $ 4,992,576 $ Amottiz~tiononBuyout-3%/Yc-Sch. 3 $ 325,790 $ 325,790 $ 325,790 $ 325,790 $ 325,790 $ 325,790 $ 325,790 $ 325,790 9 Invest./Dq?~.-3%/Yr*lnvest.-Sch. 3 $ 93,144 $ 102,839 $ 112,533 $ 177,.?77 $ 131,922 $ 141,616 $ 151,311 $ 161,005 10 RephcemeatDelivetyPropettyTsme$ $ 2,522,478 $ 2,590,657 $ 2,677,137 $ 2,757,986 $ 2,841.277 $ 2,927,084 $ 3,015,482 $ 3,106,549 Schedule -1 Page 2 of 3 09/29/2003 10:24 AM Replacement Cost Depreciated Revenue Compadson clt~: Iowa city Pop. Gq). 4 Utility: MEC-East year 1: 2004 Schedule of pro Forma Revenue Requirement and Estimated City ~avlngs ITEM Yr. Y~. Yr. Yr, Y~. Y~' Yr. Yr, Yr. 1 17 10 19 20 21 22 23 24 25 2Ol~thagVeacPe~Sea: 179,184 $ 146,605 $ 114,026 $ 01,447 $ 48,868 $ 16,289 3 Interest on Buyout $ - S¢h. 3 $ 276,921 $ 244.342 $ 211,763 4 Interest on Iavestment $ - Sch. 3 $ 387,098 $ 401,127 $ 414,768 $ 428,023 $ 440,892 $ 453.376 $ 465,477 $ 477,195 $ 488,531 5 pu~chasedPo~e£-Sch, 4 $ 65,156,458 $ 68,453,064 $ 71,916,472 $ 75,555,123 $ 79,377,882 $ 83.394,066 $ 07.613,463 $ 92,046254 $ 96,703,542 6 DisttlbutlonO&M(G~+l%/Yt.)-Sch. 5 $ 12,186,890 $ 12,674~365 $ 13,101~40 $ 13,708,593 $ 14,256,937 $ 14,827,215 $ 15,420~03 $ 16,037,115 $ 16,678,600 7 CustAccg3dm;a&Gen.(Gr+l%/Y£')-Sch'5 $ 5,192,279 $ 5.399,970 $ 5,615,969 $ 5,840,607 $ 6,074.232 $ 6.317~201 $ 6,569,889 $ 6,832,684 $ 7,105,992 8 Amorfiz~tloa on Buyout-3%/W£.- Sch. 3 $ 325,790 $ 325,790 $ 325,790 $ 325,790 $ 325,790 $ 325,790 $ 325,790 $ 325,790 $ 325,790 9 havest/Depr.-3%/Yr~lavest'-Sch'3 $ 170,699 $ 180.394 $ 190,088 $ 199,782 $ 209,477 $ 219,171 $ 228,866 $ 238,560 $ 248,254 10 ReplacementDeli~etyptopertyT~xes $ 3,2fl0,367 $ 3,297,018 $ 3,396,588 $ 3,499,165 $ 3,604,840 $ 3,713,706 $ 3,825,860 $ 3,941,401 $ 4,060,431 11 Reguhto~y Cost~ 14TomlOpe~fingExpe~ses $ 06 6 $ 90976070 $ 95 T79 $ 99736 0 $ 104,4366~4 $ 109 551 $ 114,531094 $ 119,947967 $ 12~627430 17 City Estimated S.rings $/Yr $ $,122~a~9 $ 6,749,576 $ 7,417,~6 $ 5,129,427 $ $,~87,04~ $ 9,693~27 $ 10r~51,113 $ 11,463,400 $ 12,433~2 Schedule -1 Page 3 of 3 09/2912003 10:24 AM Original Cost Depreciated Revenue Comparison Net Present Value Clt~: Iowa CIt~ Pop. Grp. 4 Utility: MEC-East Year 1: 2004 Schedule of Pro Forma Revenue Requirement and Estimated City Savings ITEM Yr. Yr. Yr. Yr. Yr. Yr, Yr. Yr. 1 1 2 3 4 5 6 7 8 3 Inte~estonBuyout$-Sch. 3 $ 532~64 $ 606,553 $ 580,742 $ 554,931 $ 529,12l $ 503,310 $ 477,499 $ 451,688 4 Interest on I~ves~ment $ - Sch. 3 $ 72,535 $ 127,503 $ 146,437 $ 164,970 $ 183,104 $ 2~0,839 $ 218,177 $ 235,117 5 Pu[chasedPower-Sch. 4 $ 29,580,129 $ 31.076,658 $ 32,648,905 $ 34~00,705 $ 36.036,080 $ 37,859,260 $ 39,774,689 $ 41,787,033 6 Dist~butloaO&M(G~-l%/Y£.)-Sch. 5 $ 6,506,680 $ 6,766,947 $ 7,037,625 $ 7~319,130 $ 7.611,895 $ 7,916,371 $ 8~33,026 $ 8,562,347 7 CustAcct, Admla&Gen.(Gr+l%/Yn)-Sch. 5 $ 2,772.200 $ 2,883,088 $ 2,998,412 $ 3,118,348 $ 3~43,082 $ 3,372,805 $ 3,507,717 $ 3,648,026 8 AmorfizafioaonBuyout-3%/Yt.-Sch. 3 $ 238,108 $ 258,108 $ 258,108 $ 258,108 $ 258,108 $ 258,108 $ 258,108 $ 258,108 9 Invest./Depn-3%/Yt*Iavest.-Sch. 3 $ 15,589 $ 25~284 $ 34,978 $ 44,672 $ 54~67 $ 64,061 $ 73,756 $ 83,450 10 ReplacemeatDelivetyptopertyTaxes $ 1,988,177 $ 2,048,220 $ 2,110,076 $ 2,173,801 $ 2,239,449 $ 2,307,081 $ 2~76,755 $ 2,448,533 11 Regulatory Costs $ 100,000 12 Ope~tions Stxt't-up Costs $ 40,000 13 Power Supply St~-~-Up Costs incL Meter $ 21238t671 14TotalOpea'afingExpease~ $ 44r~04~452 $ 43t792r360 $ 45~815r,~3 $ 47~934~665 S 50,155~206 $ 52t481,836 $ 54#1%726 $ 571474t302 Schedule - 2 Page 1 of 3 09/29/2003 10:24 AM Original Cost Depreciated Revenue Comparison CIt~: Iowa City Pop, Grp. 4 Utility: MEC-East year t: 2004 Schedule of Pro Forma Revenue Requirement and Estimated City Savings 2 Opera'ag Expenses: 245,202 3 Inte£est on Buyout $ - Sch. 3 $ 425,878 $ 400,067 $ 374,256 $ 348,445 $ 322,634 $ 296,824 $ 271,013 $ 4 InterestoaInveslment$-Sch. 3 $ 251,661 $ 267,809 $ 283,562 $ 298,922 $ 313,888 $ 328,462 $ 342,645 $ 356,437 5 Purchased Power- Sch. 4 $ 43,901,197 $ 46,122,332 $ 48,455,852 $ 50,907,442 $ 53,483,077 $ 56,189,033 $ 5%031,905 $ 62,018,621 6 Dist~utlon OhM (Gr+l%/Yr.) Sch. 5 $ 8,904,841 $ 9,261,035 $ 9,631,476 $ 10,016,735 $ 10,417,404 $ 10,834,100 $ 11,267,465 $ 11,718,163 7 Cust~ Acct, Adm[n & Gen. (G£+I%/Yt.) Sch. 5 $ 3,793,947 $ 3,945,705 $ 4,103,533 $ 4,2fi7,675 $ 4,438,382 $ 4,615,917 $ 4,800,553 $ 4,992,576 8 AmorfizationonBuyout-3%/Yr.-Sch. 3 $ 258,108 $ 258,108 $ 258,108 $ 258,108 $ 258,108 $ 258,108 $ 258,108 $ 2.58,108 9 Invest/Depr.-3%/Yr*Invest. - Sch. 3 $ 93,144 $ 102,839 $ 112,533 $ 122,227 $ 131,922 $ 141,616 $ 151,311 $ 161,005 10 Replacement Dellve~yPtopenyT~-~es $ 2,522~478 $ 2,598,657 $ 2,677,137 $ 2,757,986 $ 2,841,277 $ 2,927,084 $ 3,015,482 $ 3,106,549 11 Regulatory Costs 12 Opemtlons Start-up Costs 13 Power Supply Start-Up Costs inc[ Meter 14 Total Operating Expenscs $ 60~1M,2~4 $ 62,956~S~1 $ 65,$96,4~6 $ 68t9771539 $ 72,206,692 $ ?S,~91,144 $ 79,138,481 $ 8215S6,660 17 City Estimated Savings $/Yr $ 2,g20,g20 $ 2,886,414 $ 3,278,163 $ 3,697,316 $ 4,14~,Sll $ 4,624,481 $ ~,136,0~4 $ 5,682,166 18 City Estimated Savings %/~r 4.0% 4.4% 4.7% S.1% 5.4% 5.8% 6.1% 6.4% 20 21 Interest %/Yr-- Buyout--T~ahle 7.5% 22 Interest %/Yr--Investment--T~x Preference 4.5% 23 Yeaxs Buyout Financed 25 24 NPV Discount Rate % 4.5% Vh\O1 X±iO Vz?\O! 5! J?O ,'d.lO LO :11 l,l l I - 1.30 Schedule - 2 Page 2 of 3 09/29/2003 10:24 AM Original Cost Depreciated Revenue Compadson City: Iowa City Pop. Grp. 4 Utility: MEC-East Year 1: 200 I Schedule of Pro Forrna Revenue Requirement and Estimated City Savings ITEM Yr. Yr, Yr, Yr. Yr. Yr. Yr. Yr. Yr. 1 17 18 ~9 20 21 22 23 24 25 2 Operating F~xpen~e~: 3 Interest on Buyout $ - Sch. 3 $ 219,391 $ 193,581 $ 167,770 $ 141,959 $ 116,148 $ 90,338 $ 64,527 $ 38,716 $ 12,905 4 Interest on Investment $ - Sch. 3 $ 369,839 $ 382,853 $ 395,479 $ 407,718 $ 419,572 $ 432,038 $ 442,126 $ 452,829 $ 463,150 5 Purchased Power - Sch. 4 $ 65,156~45B $ 68,453,064 $ 71,916,472 $ 75,555,123 $ 79,377,882 $ 83,394,066 $ 87,613,463 $ 92,~46,354 $ 96,703,542 6 Dist~ufionO&aM(Gr+l%/yr.)-Sch. 5 $ 12,186,890 $ 12,674,365 $ 13,181,340 $ 13,708,593 $ 14,256,937 $ 14,827,215 $ 15,420,303 $ 16,037,115 $ 16,678,600 7 Cnst. Acct. Admln&Gen.(Gr+1%/yt.) Sch. 5 $ 5,192,279 $ 5,399,970 $ 5,615,969 $ 5,840,607 $ 6,074,232 $ 6,317,201 $ 6,569,889 $ 6,832,684 $ 7,105,992 8 Amori~zationonBuyout-3%/Yr. Sch. 3 $ 258~108 $ 258,108 $ 258,108 $ 258,108 $ 258,108 $ Z~8,108 $ 258,108 $ 258,108 $ 258,108 9 Invest~/Depr.-3%/Yr*Invest-Sch. 3 $ 170,699 $ 180,394 $ 190,088 $ 199,782 $ 209,477 $ 219,171 $ 228,866 $ 238,560 $ 248,254 10 RcplacementDelive~yP~opettyT~.xes $ 3,2~0,367 $ 3,297,010 $ 3,396,588 $ 3,499,165 $ 3,604,840 $ 3,713,706 $ 3,825,860 $ 3,941,401 $ 4,060,431 11 Regulatory Co sts 12 Operations Start-up Costs 14 Total Opexatlng Expenses $ 86,7~4,0M $ 90t839t3~2 $ 98t121~814 $ 991611,086 $ 104,3177198 $ 109,281t842 $ 114,423,141 $ 119184~1767 $ 12g,.~30,983 16 MEG Est. R~v..%Q & 2%Pr. Inet. in 2Yr-Sch.10 $ 93,018,891 $ 97,72~647 $ 102,670,565 $ 107,865,695 $ l13rSZS,699 $ 119,0S7,879 $ 128~082~207 $ 131,411~367 $ 138,060,782 17 City Estimated Savings $/Yr $ 6,264,860 $ 6,886,294 $ 7,~48,781 $ 8,234,639 $ 9,006,.g04 $ 9,806,037 $ 10,639,066 $ 11,565,600 $ 12,829,799 18 City Estimated Savings %,rYe 6.7% 7.0% 7.4% 7.7% 7.9% 8.2% 8.8% 8.8% VMOi nj_lO ?MOl LO:IIHV I- L30[OOZ :::J 11-t Schedule - 2 Page 3 of 3 09/29/2003 10:24 AM Capital Account Replacement Cost Depreciated Assets and Liabilities City: Iowa City Pop. Grp. 4 Utility: MEC-East Year 1: 2004 Schedule of Assets and Liabilities by Year Assets Yr Investment Deprec. Cum. Inv. Lees Investment Amort Cum. Inv. Less Cash Total Assets Asset Deprec. Deprec. Bu),out Bu¥out Amort Amort, Work. Cap. Assets 1 $ 519,646 $ 15,589 $ 15,589 $ 504,056 $ 10,859,658 $ 325,790 $ 325,7~) $ 10,533,869 $ 1,944,995 $ 12,982,920 2 $ 842,792 $ 25,284 $ 40,873 $ 801,918 $ 10,859,658 $ 325,790 $ 651,580 $ 10,208,079 $ 1,963,895 $ 12,~G3,892 3 $ 1,165,937 $ 34,978 $ 75,851 $ 1,090,086 $ 10,859,658 $ 325,790 $ 977,389 $ 9,882,289 $ 2,023,573 $ 12,995,948 4 $ 1,489,083 $ 44,672 $ 120,524 $ 1,368,E~9 $ 10,859,658 $ 325,790 $ 1,303,159 $ 9,556,499 $ 2,064,044 $ 12,989,103 5 $ 1,812,229 $ 54,367 $ 174,891 $ 1,637,338 $ 10,859,658 $ 325,790 $ 1,628,9~9 $ 9,230,710 $ 2,105,325 $ 12,973,373 6 $ 2,135,375 $ 64,061 $ 238,952 $ 1,896,423 $ 10,859,658 $ 325,790 $ 1,954,739 $ 8,904,920 $ 2,147,431 $ 12,948,774 7 $ 2,458,521 $ 73,756 $ 312,707 $ 2,1~5,813 $ 10,859,658 $ 325,790 $ 2,280,528 $ 8,579,130 $ 2,190,380 $ 12,915,323 8 $ 2,781,666 $ 83,450 $ 396,157 $ 2,385,509 $ 10,859,658 $ 325,'F:JO $ 2,606,318 $ 8,253,3~0 $ 2,234,188 $ 12,873,037 9 $ 3,104,812 $ 93,144 $ 489,302 $ 2,615,510 $ 10,859,~58 $ 325,790 $ 2,9~2,108 $ 7,927,551 $ 2,278,871 $ 12,821,932 10 $ 3,427,~=8 $ 102,839 $ 5~2,141 $ 2,835,818 $ 10,859,658 $ 325,790 $ 3,257,8~8 $ 7,601,761 $ 2,324,44~ $ 12,762,027 11 $ 3,751,104 $ 112,533 $ 704,674 $ 3,046,430 $ 10,859,658 $ 325,790 $ 3,583,687 $ 7,275,971 $ 2,370,938 $ 12,693,339 12 $ 4,074,250 $ 122,227 $ 826,~01 $ 3,247,349 $ 10,859,658 $ 325,790 $ 3,909,477 $ 6,950,181 $ 2,418,357 $ 12,615,886 13 $ 4,397,396 $ 131,922 $ 958,823 $ 3,438,572 $ IO,859,~F;:~ $ 325,790 $ 4,235,267 $ 6,624,392 $ 2,466,724 $ 12,529,688 14 $ 4,72D,541 $ 141,616 $ 1,100,.~39 $ 3,~20,102 $ 10,8~,~ $ 325,790 $ 4,561,057 $ 6,296,{~02 $ 2,516,058 $ 12,434,762 15 $ 5,043,687 $ 151,311 $ t,251,750 $ 3,791,~37 $ 10,859,658 $ 325,790 $ 4,886,846 $ 5,972,812 $ 2,566,379 $ 12,33t,129 16 $ 5,366,833 $ 161,005 $ 1,412,755 $ 3,954,078 $ 10,859,658 $ 325,790 $ 5,212,636 $ 5,647,022 $ 2,617,707 $ 12,218,807 17 $ 5,689,979 $ 170,~99 $ 1,583,454 $ 4,106,524 $ 10,859,{~58 $ 325,790 $ 5,538,426 $ 5,321,233 $ 2,670,061 $ 12,097,818 t8 $ 6,013,125 $ 180,394 $ 1,763,848 $ 4,249,277 $ 10,859,658 $ 325,790 $ 5,864,216 $ 4,9~5,443 $ 2,723,462 $ 11,968,182 le$ 6,336,270 $ 19o,o88 $ 1,953,936 $ 4,382,334 $ lO,859,658 $ 325,790 $ 6,19o,oo5 $ 4,669,653 $ 2,777,932 $ 11,829,919 20 $ 6,659,416 $ 1~9,782 $ 2,153,719 $ 4,505,(~8 $ lO,859,~58 $ 325,790 $ 6,515,795 $ 4,343,863 $ 2,833,490 $ 11,683,o51 21 $ 6,982,562 $ 209,477 $ 2,363,195 $ 4,619,367 $ lO,859,~8 $ 325,790 $ 6,841,585 $ 4,o18,o74 $ 2,89o,16o $ 11,527,6oo 22 $ 7,3c5,7o8 $ 219,171 $ 2,582,367 $ 4,723,341 $ lO,859,658 $ 325,790 $ 7,167,375 $ 3,692,284 $ 2,947,963 $ 11,363,588 23 $ 7,628,854 $ 228,866 $ 2,811,232 $ 4,817,621 $ lO,859,1~58 $ 325,790 $ 7,493,164 $ 3,366,494 $ 3,006,922 $ 11,191,o38 24 $ 7,g51,9~9 $ 238,56o $ 3,049,792 $ 4,902,207 $ lO,859,1~;=8 $ 325,790 $ 7,818,954 $ 3,o~o,7o~ $ 3,o67,o61 $ 11,0o9,972 25 $ 8,275,145 $ 248,254 $ 3,296,o47 $ 4,977,c~9 $ lO,859,658 $ 325,790 $ 8,144,744 $ 2,714,915 $ 3,128,4o2 $ lO,82o,415 Schedule 3 Page 1 of 4 09/29/200310:24 AM Capital Account Replacement Cost Depreciated Assets and Liabilities City: Iowa City Pop. Grp. 4 Utility: MEC-East Year 1: 2004 Schedule of Assets and Liabilities by Year Liabilities Yea Investment WorkJng Principal Cum Pfinc. Remaining Interest IBuyout Principal Cum Princ. Remaining Interest Cum O~er Otl'~r Cash To~al Account Capital Payment Pa,/me~t Balance Payment Account Payment Pa~m~ent Balance Payment Cash Reft. Interest Liabilities I $ 519,646 $ 1,944,995 $ 98,586 $ 98.586 $ 2.366.055 $ 64,026 $ 10,359,650 $ 434,386 $ 434,386 $ 10,425.272 $ 798,185 $ 191.583 $ 8,622 $ 12,652,920 2 $ 842.792 $ 1,g83,695 $ 113,067 $ 211,653 $ 2,615,033 $ 112.074 $ 10,869,658 $ 434,386 $ 868,773 $ 9,650,865 $ 765,606 $ 387,973 $ 17,460 $ 12,993,392 3 $ 1.165,537 $ 2,023,5T3 $ 127.580 $ 339,233 $ 2,850,277 $ 122,969 $ 10,659,656 $ 434,386 $ 1,303,159 $ 8,556.499 $ 733,027 $ 580,172 $ 26,5t3 $ 12,995,948 4 $ 1,489,083 $ 2,064,044 $ 142.125 $ 481.359 $ 3.071,769 $ 133,246 $ 10,859,665 $ 434,386 $ 1,737,645 $ 9,122,113 $ 700,448 $ 795,221 $ 35,785 $ 12,989,103 5 $ 1.812.229 $ 2,106,326 $ 156.702 $ 638,061 $ 3A79,493 $ 142,903 $ 10,659,658 $ 434,386 $ 2,171,932 $ 6.687.727 $ 667,868 $ 1,006,153 $ 45,277 $ 12,973,373 6 $ 2,105,375 $ 2,147,431 $ 171,312 $ 809,373 $ 3,473,433 $ 151,941 $ 10.859.658 $ 434,386 $ 2,606,318 $ 6.253,340 $ 635,290 $ 1,222,001 $ 54,990 $ 12.948.774 7 $ 2,458,$21 $ 2,190,3~0 $ 185,956 $ 995,328 $ 3,653,572 $160,368 $ 10,859.658 $ 434,386 $ 3,040,704 $ 7,618,954 $ 602,711 $ 1,442,796 $ 64,926 $ 12,815.323 6 $ 2,761,656 $ 2,234,188 $ 200,634 $ 1,165,653 $ 3,019,891 $168,153 $ 10.659,658 $ 434,386 $ 3,475,091 $ 7,384,658 $ 570,1:32 $ 1,665,573 $ 75,086 $ 12,873.037 9 $ 3,104,812 $ 2,276.671 $ 215,347 $ 1.411,311 $ 3,072,373 $176,326 $ 10.659.665 $ 434,386 $ 3,909,477 $ 6,960,161 $ 537,553 $ 1,699,373 $ 65,472 $ 12,321.932 10 $ 3,427,953 $ 2,324,449 $ 230,065 $ 1,641,407 $ 4,111,000 $181,876 $ 10.659,858 $ 434.386 $ 4,343,563 $ 6,616,795 $ 504,974 $ 2,165232 $ 65,085 $ 12.762.027 11 $ 3,751,104 $ 2,370,938 $ 244,882 $ 1,886,286 $ 4,235,753 $167,652 $ 10,859,658 $ 434,386 $ 4,776,250 $ 6,081,400 $ 472,395 $ 2,376,177 $ 165,928 $ 12,693.339 12 $ 4,074,250 $ 2.416,357 $ 259,704 $ 2,145,653 $ 4,346,614 $193,103 $ 10.659,658 $ 434,365 $ 5,212,636 $ 5,647,022 $ 439,816 $ 2,622261 $ 116,001 $ 12.616.886 13 $ 4,397,065 $ 2,466,724 $ 274,565 $ 2.420,657 $ 4,443,562 $197,779 $ 10,359,658 $ 434,386 $ 5,647,022 $ 5212,638 $ 407,237 $ 2,873,490 $ 129,307 $ 12,529,688 14 $ 4,720,541 $ 2,516,058 $ 269,464 $ 2,710,021 $ 4,526,578 $ 201,626 $ 10,659,665 $ 434,365 $ 6,081,409 $ 4,778,250 $ 374,856 $ 3,129~934 $ 140,847 $ 12,434,762 15 $ 6,043,687 $ 2,666,379 $ 304,403 $ 3,014,424 $ 4,595,642 $ 206,250 $ 10.350,650 $ 434,386 $ 6,515,765 $ 4,343,653 $ 342,079 $ 3,391.623 $ 162,623 $ 12,331,129 16 $ 5.356.833 $ 2,617,707 $ 019.382 $ 3,333,8O6 $ 4,650,734 $ 208,043 $ 10,359,650 $ 434,365 $ 6,650,131 $ 3,909,477 $ 309,500 $ 3,658,596 $ 164,637 $ 12,218,807 17 $ 5,689,979 $ 2,670,061 $ 334,402 $ 3,668207 $ 4,691.633 $ 210208 $ 10,659,658 $ 434,386 $ 7,384,568 $ 3,478,091 $ 276.921 $ 3,~30,665 $ 176,650 $ 12,{~7,618 16 $ 6,013.125 $ 2,723,462 $ 349,463 $ 4,017,671 $ 4,716,916 $ 211,742 $ 10,659,6~8 $ 434,386 $ 7,818,954 $ 3,040,704 $ 244,342 $ 4208,S61 $ 189,386 $ 11,968,182 19 $ 6,336,270 $ 2,777,932 $ 364,568 $ 4,382,239 $ 4.731.963 $212,645 $ I0,865,658 $ 434,386 $ 6,253,340 $ 2,606,316 $ 211,763 $ 4,491,658 $ 202,124 $ 11,829,919 20 $ 6,665,416 $ 2,633.490 $ 379,716 $ 4,761,655 $ 4,730.951 $ 212,916 $ 10,656,665 $ 434,386 $ 6,657,727 $ 2,171,932 $ 179.184 $ 4,780,165 $ 216,108 $ 11,653,651 21 $ 6,902.562 $ 2.890,160 $ 394,9~9 $ 5,165,864 $ 4,715.365 $ 212,553 $ 10,865,665 $ 434,386 $ 9,122.113 $ 1,737,546 $ 146,665 $ $,074,197 $ 226,339 $ 11,827,600 22 $ 7,305,708 $ 2,947,653 $ 410,147 $ 6,657.011 $ 4.665,650 $ 211,557 $ 10,659,665 $ 434,386 $ 9,656,499 $ 1,303.159 $ 114,026 $ 5,373,769 $ 241,620 $ 11,363,588 23 $ 7,628,854 $ 3,006,622 $ 425,431 $ 5.992,442 $ 4,643,334 $ 208,g25 $ 10,859,665 $ 434,385 $ 6,650,686 $ 866.773 $ 81.447 $ 5,678,931 $ 265,652 $ 11,191,038 24 $ 7,651,999 $ 3,067,061 $ 440,762 $ 6.433,204 $ 4,565,856 $ 207,6~7 $ 10,865,658 $ 434,386 $ 10,425,272 $ 434,365 $ 48,668 $ 5,965,730 $ 265,638 $ 11,009Jl72 25 $ 0,275,145 $ 3,128,402 $ 456,142 $ 6,669,346 $ 4,514.201 $ 204,761 $ 10,859,658 $ 434,386 $ 10,859,665 $ $ 16,286 $ 6,365214 $ 283,760 $ 10,820.415 ¥/¢..,01 .J_13 L0 :lll4V Schedule $ Page 2 of 4 09/29/200310:24 AM Capital Account Original Cost Depreciated Assets and Liabilities City: Iowa City Pop. Grp. 4 Utility: MEC-East Year 1: 2004 Schedule of Assets and Liabilities by Year Assets Yr Investment Deprec, Cum. ]nv, Less Investment Amort. Cum. Inv. Less Cash Total Assets Asset Deprec. Deprec. Su¥out Bu¥out AmorL Amort. Work. Cap. Assets 1 $ 51g,646 $ 15,589 $ 15,589 $ ,504,(~o6 $ 8,603,586 $ 258,1(38 $ 208,1C6 $ 8,345,479 $ 1,944,908 $ 10,794,530 2 $ 842,792 $ 25,284 $ 40,873 $ 801,918 $ 8,603,586 $ 258,106 $ 516,215 $ 8,087,371 $ 1,903,895 $ 10,873,184 3 $ 1,165,937 $ 34,978 $ 75,851 $ 1,0~0,066 $ 8,603,586 $ 258,108 $ 774,323 $ 7,829,264 $ 2,023,573 $ 10,942,922 4 $ 1,489,083 $ 44,672 $ 120,524 $ 1,368,559 $ 8,603,586 $ 258,108 $ 1,032,430 $ 7,571,156 $ 2,064,044 $ 11,003,760 5 $ 1,812,229 $ 54,367 $ 174,891 $ 1,537,338 $ 8,603,586 $ 258,108 $ 1,290,538 $ 7,313,048 $ 2,1(35,325 $ 11,055,712 6 $ 2,135,375 $ 64,061 $ 238,082 $ 1,896,423 $ 8,603,586 $ 258,108 $ 1,548,646 $ 7,054,~-1 $ 2,147,431 $ 11,(~08,7~5 7 $ 2,458,521 $ 73,756 $ 312,707 $ 2,145,813 $ 8,60[3,586 $ 258,108 $ 1,806,753 $ 6,796,833 $ 2,190,380 $ 11,133,026 8 $ 2,781,666 $ 83,450 $ 396,157 $ 2,385,5C9 $ 8,603,586 $ 258,108 $ 2,064,861 $ 6,538,726 $ 2,234,188 $ 11,158,422 9 $ 3,104,812 $ 90,144 $ ,~9,302 $ 2,615,510 $ 8,603,586 $ 258,108 $ 2,322,968 $ 6,280,618 $ 2,278,871 $ 11,175,(:X30 10 $ 3,427,958 $ 102,839 $ 592,141 $ 2,835,818 $ 8,603,586 $ 258,1~6 $ 2,581,076 $ 6,022,510 $ 2,324,449 $ 11,182,777 tl $ 3,751,104 $ 112,533 $ 704,674 $ 3,046,430 $ 8,603,586 $ 258,108 $ 2,839,183 $ 5,764,403 $ 2,370,938 $ 11,181,771 12 $ 4,074,250 $ 122,227 $ 826,901 $ 3,247,349 $ 8,603,586 $ 258,1(38 $ 3,C97,291 $ 5,506,295 $ 2,418,357 $ 11,172,G00 13 $ 4,397,396 $ 131,922 $ 958,823 $ 3,438,572 $ 8,603,586 $ 258,108 $ 3,355,399 $ 5,248,188 $ 2,466,724 $ 11,1~3,484 14 $ 4,720,541 $ 141,616 $ 1,1G0,439 $ 3,620,102 $ 8,603,586 $ 258,108 $ 3,613,506 $ 4,~0,080 $ 2,516,~58 $ 11,126,240 15 $ 5,043,687 $ 151,311 $ 1,251,750 $ 3,791,907 $ 8,603,586 $ 2~8,108 $ 3,871,614 $ 4,731,972 $ 2,566,379 $ 11,(~0,289 16 $ 5,366,833 $ 161,(305 $ 1,412,755 $ 3,954,078 $ 8,603,586 $ 258,106 $ 4,129,721 $ 4,473,865 $ 2,617,707 $ 11,045,650 17 $ 5,689,979 $ 170,6~9 $ 1,583,454 $ 4,106,524 $ 8,603,586 $ 258,108 $ 4,387,829 $ 4,215,757 $ 2,670,061 $ 10,992,343 18 $ 6,013,125 $ 180,394 $ 1,790,848 $ 4,249,277 $ 8,603,586 $ 258,108 $ 4,645,907 $ 3,957,650 $ 2,723,462 $ 10,930,389 19 $ 6,336,270 $ 190,068 $ 1,083,936 $ 4,382,334 $ 8,603,586 $ 258,108 $ 4,904,044 $ 3,6~9,542 $ 2,777,902 $ 10,859,808 20 $ 6,659,416 $ 199,782 $ 2,153,719 $ 4,E05,698 $ 8,603,586 $ 258,1C8 $ 5,162,152 $ 3,441,435 $ 2,903,4~0 $ 10,780,622 21 $ 6,082,562 $ 2(~,477 $ 2,363,108 $ 4,619,367 $ 8,603,586 $ 258,1~ $ 5,420,259 $ 3,183,327 $ 2,890,160 $ 10,692,853 22 $ 7,305,7~6 $ 219,171 $ 2,582,367 $ 4,723,341 $ 8,6(33,586 $ 258,108 $ 5,678,367 $ 2,925,219 $ 2,~47,083 $ 10,596,524 23 $ 7,628,854 $ 228,866 $ 2,811,232 $ 4,817,621 $ 8,603,586 $ 258,1(38 $ 5,906,475 $ 2,667,112 $ 3,Q08,922 $ 10,~91,656 24 $ 7,081,g99 $ 238,560 $ 3,O49,792 $ 4,902,207 $ 8,6~3,586 $ 258,108 $ 6,194,582 $ 2,4(~,004 $ 3,087,081 $ 10,378,272 25 $ 8,275,145 $ 248,254 $ 3,296,047 $ 4,977,0~9 $ 8,6(33,586 $ 258,108 $ 6,452,690 $ 2,150,897 $ 3,128,402 $ 10,256,397 Schedule 3 Page 3 of 4 09/29~20031 0:24 AM Capital Account Original Cost Depreciated Assets and Liabilities City: Iowa City Pop. Grp. 4 Utility: MEC-East Year 1: 2004 Schedule of Assets and Liabilities by Year Year[nvestment Worldng Principal CumPdnc. Remaining Interest Buyout Pdn=ipal CumPrinc. Remaining Interest CumOl~er OtherCash Total Account Capital Pavement Pa}~nent Balance Pa~nent Acceunt Pa~ment Pa~wtent Balance Payment Cash Re<{. Interest Liabilities 1 $ 519,646 $ 1,944,9~5 $ 98,586 $ 35,5~6 $ 2,366,055 $ 64,928 $ 3,603,356 $ 344,143 $ 344,143 $ 3A59,443 $ 632,364 $ 169,032 $ 7,606 $ 10,794,530 2 $ 842,792 $ 1,983,895 $ 113,067 $ 211,653 $ 2,615,033 $ 112,074 $ 3,603,586 $ 344,143 $ 6~,287 $ 7,915,235 $ 606,963 $ 342,862 $ 15,428 $ 10,673,184 3 $ 1,1651937 $ 2,023,573 $ 127,580 $ 33g1233 $ 2,850,277 $ 1221969 $ 8,~03,585 $ 344,143 $ 1,0321430 $ 7,571,156 $ 5~0,742 $ 521,490 $ 23,467 $ 10,942,922 4 $ 1,489,063 $ 2,064,044 $ 142,125 $ 481,359 $ 3,071,769 $ 133,246 $ 8,603,586 $ 344,143 $ 1,376,974 $ 7,227,013 $ 5541931 $ 704,978 $ 31,724 $ 11,003,760 5 $ 1,812,229 $ 2,105,325 $ 1~6,702 $ 638,061 $3,279,493 $ 142,903 $ 3,603,586 $ 344,143 $ 1,720,717 $ 6,882,869 $ 529,121 $ 893,349 $ 40~01 $ 11,~5,712 6 $ 2,135,375 $ 2,147,431 $ 171,312 $ 809,373 $3,473,433 $ 151,941 $ 3,603,586 $ 344,143 $ 2,064,861 $ 6,~38,728 $ S58,310 $ 1,585,636 $ 48,899 $ 11,035,735 7 $ 2,458,521 $ 2,190,380 $ 185,956 $ 995,329 $3,653,572 $ 180,358 $ 8,603,535 $ 344,143 $ 2,409,004 $ 6,194.582 $ 4771499 $ 1,284,873 $ 57,819 $ 11,133,026 8 $ 2,781,666 $ 2,234,188 $ 200,834 $ 1,195,963 $ 3,819,891 $ 16~,153 $ 8,603,586 $ 344,143 $ 2,753,148 $ 5,850,439 $ 451,688 $ 1,488,093 $ 66,964 $ 11,158,422 g $ 3,104,812 $ 2,278,871 $ 215,347 $ 1,411,311 $ 3,972,373 $ 175,326 $ 8,603,586 $ 344,143 $ 3,097,291 $ 5,558,2~5 $ 425,878 $ 1,696,331 $ 78,335 $ 11,175,000 10 $ 3,427,358 $ 2,324,449 $ 230,0~ $ 1,641,407 $ 4,111,000 $ 181,876 $ 3,603,586 $ 344,143 $ 3,441,435 $ 5,162,162 $ 4001067 $ 1,9{39,625 $ 85,933 $ 11,1g2,777 11 $ 3,791,104 $ 2,370,938 $ 244,582 $1,886~88 $ 4,235,753 $ 187,802 $ 8,603,S86 $ 344,143 $ 3,735,578 $ 4,518,008 $ 374,256 $ 2,128,009 $ 35,760 $ 11,181,771 12 $ 41074,250 $ 21418,357 $ 259,704 $ 21145,993 $ 4,346,814 $ lg3,103 $ 8,603,588 $ 344,143 $ 4,129,721 $ 4,473,865 $ 34~,445 $ 2,351,522 $ 135,618 $ 11,172,~00 13 $ 4,397,396 $ 2,468,724 $ 274,~65 $ 2,420,557 $ 4,443,562 $ 197,779 $ 3,603,586 $ 344,143 $ 4,473,865 $ 4,129,721 $ 322,634 $ 2,680AOI $ 116,109 $ 11,153,484 14 $ 4,720,541 $ 2,616,058 $ 289,464 $ 2,710,021 $ 4,528,978 $ 201,825 $ 3,603,~6 $ 3441143 $ 4,816,008 $ 3,789,578 $ 296,824 $ 2,814,084 $ 126,634 $ 11,126,240 15 $ 5,043,687 $ 2,566,379 $ 304,403 $ 3,014,424 $ 4,535,642 $ 235,250 $ 8,603,356 $ 344,143 $ 9,162,152 $ 3,441,435 $ 271,013 $ 3,053,212 $ 137,3.q5 $ 11,090,289 16 $ 9,366,833 $ 2,817,707 $ 319,382 $ 3,333,806 $4,650,734 $ 258,043 $ 8,353,586 $ 344,143 $ 5,506,235 $ 3,097,291 $ 245,202 $ 3,297,626 $ 148,393 $ 11,045,650 17 $ 5,689,979 $ 2,670,~61 $ 334,402 $ 3,668~07 $4,891,833 $ 210~06 $ 8,603,586 $ 344,143 $ 5,550,439 $ 2,753,14~ $ 219,391 $ 8,547,363 $ 159,631 $ 10,352,343 16 $ 6,013,125 $ 2,723,462 $ 349,463 $ 4,017,67t $ 4,716,916 $ 2111742 $ 8,603,586 $ 344,143 $ 6,194,582 $ 2,409,004 $ 193,581 $ 3,~02,46~ $ 171,111 $ 10,930,389 19 $ 6,336,270 $ 2,777,~2 $ 364,568 $ 41382239 $ 4,731,353 $ 212,645 $ 3,603,586 $ 344,143 $ 6,53~,726 $ 2,g64,861 $ 167,770 $ 4,582,984 $ 182,834 $ 10,359,~08 20 $ 6,659,416 $ 2,833,490 $ 379,716 $ 4,761,355 $ 4,730,351 $ 212,918 $ 8,603,586 $ 344,143 $ 6,352,869 $ 1,720,717 $ 1411959 $ 4,328,954 $ 194,803 $ 10,7~0,822 21 $ 6,982,S62 $ 2,890,160 $ 394,909 $ 5,166,864 $ 4,715,358 $ 212,553 $ 8,603,586 $ 344,143 $ 7,227,013 $ 1,376,574 $ 116,148 $ 4,600,422 $ 207,019 $ 10,692,853 22 $ 7,305,758 $ 2,947,963 $ 410,147 $ 5,567,011 $ 4,666,660 $ 211,657 $ 8,603,586 $ 344,143 $ 7,971,156 $ 1,032,430 $ 90,33~ $ 4,877,433 $ 219,484 $ 10,996,524 23 $ 7,623,854 $ 3,058,922 $ 425,431 $ 5,~92,442 $ 4,643,334 $ 209,825 $ 3,803,586 $ 344,143 $ 7,915,299 $ 688,287 $ 64,527 $ 5,160,034 $ 232A02 $ 10,491,358 24 $ 71951,999 $ 3,~367,~61 $ 440,762 $ 6,433~04 $ 4,589,856 $ 207,857 $ 8,603,535 $ 344,143 $ 8~59,443 $ 344,143 $ 3~,716 $ 5,448,273 $ 24~,172 $ 10,378,272 25 $ 8,275,145 $ 3,128,402 $ 4561142 $ 6,889,346 $ 4,514,201 $ 204,751 $ 8,603,586 $ 344,143 $ 8,603,586 $ $ 1219~5 $ 5,742,135 $ 25~,335 $ 10,256,397 LO :11 tI I- 130£0l]Z Schedule 3 Page 4 of 4 09/29/200310:24 AM Purchased Power Projected Costs City: Iowa City Pop. Grp. 4 Utility: MEC-East Year 1: 2004 Schedule of Purchased Power Costs Item I 2 3 4 8 8 7 8 Est. kWh Sales - Sch. 5 713,672,389 735,082,560 757,135,037 '.r'/9,849,~88 803,244,561 827,341,898 852,162,155 877,727,019 Sales Growth %/yr. 3% 3% 3% 3% 3% 3% 3% 3% kwh Losses 3.5% 3.5% 3.5% 3.5% 3.5% 3.5% 3.5% 3.5% kWh Purchases 739,556,879 761,743,586 784,595,8.93 8C6,133,770 832,377,783 857,349,117 883,0~9,590 9Q9,561,678 Summer Coincident Pk kW - Sch. 6 138,663 142,823 147,1 (36 151,521 156,067 160,749 165,571 170,539 Winter Coincident Pk kW - Sch. 6 95,819 98,693 101,654 104,704 107,845 111,060 114,413 117,845 Summer Pk kW with Losses 143,693 148,003 152,444 157,017 161,727 166,579 171,577 176,724 Winter Pk kW with Losses 99,294 102,273 105,341 106,501 111,756 115,109 118,562 122,119 Annual Load Factor 59% 59% 59% 59% ~ 59% 59% 59% Peak Mo. Bill. kW (97% Est. P k) 139,382 143,563 147,870 152,306 156,876 161,582 166,429 171,422 Annuar Bill. kW (97% Est. Dem) 1,240,~9 1,277,714 1,316,045 1,355,527 1,396,193 1,438,O78 1,481,221 1,525,657 EnergyChg.incl.Trans$/kWh+2%/~r $ 0.0180 $ 0.0184 $ 0.0187 $ 0.0191 $ 0.O1S5 $ 0.O199 $ 0.0203 $ 0.0207 Energy Cost $ $ 13,321,123 $ 13,995,171 $ 14,703,327 $ 15,447,315 $ 16,228,950 $ 17,050,134 $ 17,912,871 $ 18,819,262 Dem. Chg.lncI.Trans.@$/kW+2%¥ $ 7.6994 $ 7.8534 $ 8.0105 $ 8.1707 $ 8.3341 $ 8.5008 $ 8.67(38 $ 8.8442 Dem. Chg. Cost$ $ 9,551,103 $ 10,O34,389 $ 10,542,129 $ 11,075,561 $ 11,635,964 $ 12,224,765 $ 12,843,338 $ 13,493,211 DirectAsslgnmentFacllItles $ 5,0(30 $ 5,100 $ 5,202 $ 5,306 $ 5,412 $ 5,520 $ 5,631 $ 5,743 Custorrmr Charge $1mo, +2%/yr. $ 2,400 $ 2,448 $ 2,497 $ 2,547 $ 2,5~6 $ 2,650 $ 2,703 $ 2,757 Sum. Cap. Req.= Load+l 5% Res. 165,247 170,204 175,310 180,569 185,986 1 al ,566 197,313 203,232 Win. Cap. Req.= Load+l 5% Res. 114,188 117,614 121,142 124,777 128,520 132,376 136,347 140,437 SummerCapacity{~$/kVV,+2%/~r $ 3.2680 $ 3"4"<'~ $ 3.4(~CO $ 3.4680 $ 3.~374 $ 3.6C61 $ 3.6803 $ 3.7539 Winter Capacity{~$/kW,+2%/yr $ 3.2680 $ 3.3333 $ 3.4030 $ 3.4680 $ 3.5374 $ 3.6C61 $ 3.6803 $ 3.75;39 CapacltyPurc.~$1yr. $ 5,479,116 $ 5,756,359 $ 6,O47,631 $ 6,353,641 $ 6,675,135 $ 7,012,897 $ 7,367,750 $ 7,740,558 Peaking kWh Pure 100*Sum Pk kW 14,369,269 14,800,347 15,244,358 15,701,688 16,172,739 16,657,921 17,157,659 17,672,389 kWhPurc~$O.086r~Vh+2%tyr. $ 1,221,388 $ 1,283,190 $ 1,3~8,120 $ 1,416,334 $ 1,488,001 $ 1,563,294 $ 1,642,396 $ 1,725,502 Tot. Purch. PwrCost$ $ 29,580,128 $ 31,076,658 $ 32,648,805 $ 34,300,708 $ 36,036,080 $ 37,859,260 $ 39,774,689 $ 41,787,033 Tot. Purch. Pwr Cost S/kWh 0.0400 0.0408 0.0416 0.0424 0.0433 0.0442 0.0450 0.0469 Schedule - 4 Page 1 of 3 09/29/2003 10:24 AM Purchased Power Projected Costs City: Iowa City Pop. Grp. 4 Utility: MEC-East Year '1: 2004 Schedule of Purchased Power Costs Item 9 10 11 12 13 14 16 16 Est. kWh Sales - Sch. B 904,058,830 931,180,595 959,116,013 967,8897~3 1,017,526,178 1,048,051,963 1,079,493,522 1,111 ,B78,328 Sales Growth %/yr. 3% 3% 3% 3% 3% 3% 3% 3% kwh Losses 3.5% 3.5% 3.5% 3.5% 3.5% 3.5% 3.5% 3.5% k'Wh Purchases 936,848,528 964,~3,984 993,902,604 1,023,719,682 1,(~,4,431,272 1,(366,064,210 1,118,6~6,137 1,152,205,521 Summer Coincident Pk kW - Sch. 6 175,655 180,924 180,924 180,924 180,924 180,924 180,924 180,924 Winter Coincident Pk kW - Sch. 6 121,381 125,022 125,022 125,022 125,022 125,022 125,C22 125,022 Summer Pk kW with Losses 182,026 187,486 193,111 198,904 204,871 211,018 217,348 223,869 Winter Pk kW with Losses 125,783 129,556 133,443 137,446 141,570 145,817 150,191 154,697 Annual Load Factor 59% 59% 59% 59% 59% 59% 59% 59% Peak Mo,Bill. kVV (97% Est. Pk) 176,565 181,862 187,318 192,937 198,725 204,687 210,828 217,152 Annual Bill. kW (97% Est. Dem) 1,571,427 1,518,570 1,667,127 1,717,141 1,768,655 1,821,715 1,876,366 1,932,657 EnergyChg.lncI.Tmns$/kVVh+2%~/r $ 0.0211 $ 0.0215 $ 0.0220 $ 0.0224 $ 0.0Z28 $ 0.0233 $ 0.0238 $ 0.0242 Energy Cost $ $ 19,771,517 $ 20,771,956 $ 2t,823,017 $ 22,927262 $ 24,087,381 $ 25,306,202 $ 26,586,696 $ 27,931,983 Dem. Chg.lncLTmns.{~$/kW+2%¥ $ 9.0211 $ 9.2015 $ 9.38~5 $ 9.5732 $ 9.7647 $ 9.9600 $ 10.1592 $ 10.3624 Dem. Chg. Cost$ $ 14,175,967 $ 14,893,271 $ 15,646,871 $ 16,438,603 $ 17,270,396 $ 18,144,278 $ 19,062,378 $ 20,026,935 DirectAsstgnmentFacllltles $ 5,858 $ 5,975 $ 6,095 $ 6,217 $ 6,341 $ 6,468 $ 6,597 $ 6,729 Customer Charge $1mo. +2%/yr. $ 2,812 $ 2,868 $ 2,926 $ 2,964 $ 3,044 $ 3,105 $ 3,167 $ 3,230 Sum. Cap. Req.= Losd+15% Res. 209,329 215,609 222,078 228,740 235,602 242,670 249,950 257,449 Win. Cap, Req,= Losd+l 5% Res. 144,650 148,990 153,460 158,063 162,805 167,689 172,720 177,902 SummerCapaclty~$/k~V,+2%/yr $ 3.8290 $ 3.9(355 $ 3,9636 $ 4.0633 $ 4.1446 $ 4.2275 $ 4.3120 $ 4.3963 Winter Capaclty ~ $/kW, +2%¥ $ 3.8290 $ 3.~C55 $ 3.9636 $ 4.0633 $ 4.1446 $ 4.2275 $ 4.3120 $ 4.3963 CapacltyPurc.{~$/yr. $ 8,132,230 $ 8,543,721 $ 8,976,033 $ 9,430,220 $ 9,907,390 $ 10,4(38,704 $ 10,935,384 $ 11,488,714 Peaking kWh Purc 100*Sum Pk kW 18,202,560 18,748,637 19,311,096 19,890,429 20,487,142 21,101,756 21,734,8(:9 22,386,85~ kWhPurc~$0,056/kWh+2%/yr. $ 1,812,812 $ 1,904,540 $ 2,O30,910 $ 2,102,156 $ 2,208,525 $ 2,320,277 $ 2,437,683 $ 2,561,029 Tot. Purch. Pwr Cost $ $ 43,90'1,197 $ 46,t22,332 $ 4~,456,BB2 $ 60,907,442 $ 63,483,07'7 $ 56,'189,033 $ ¢~9,03'1,905 $ 62,0t8,621 Tot. Purch. Pwr Cost $/l(Wh 0.0469 0.0476 0,0488 0.0497 0.0507 0.0617 0.0628 0.0538 Schedule - 4 Page 2 of 3 09/29/2003 10:24 AM Purchased Power Projected Costs City: Iowa City Pop. Grp. 4 Utility: MEG-East Year 1: 2004 Schedule of Purchased Power Costs Item 17 18 19 20 21 22 23 24 25 Est. kWh Sales - Sch. 6 1,145,234,677 1,179,591,718 1,214,979,469 1,251,428,853 1,288,971,719 1,327,640,870 1,367,470,097 1,408,494,200 1,450,749,025 Sales Growth %h/r. kwh Losses 3.5% 3.5% 3.5% 3.5% 3.5% 3.5% 3.5% 3.5% 3.5% kWh Purchases 1,186,771,686 1,222,374,837 1,259,046,052 1,296,817,465 1,335,721,989 1,375,793,648 1,417,067,458 1,459,579,481 1,503,366,866 Summer Coincident Pk kW - Sch. 6 186,352 191,943 197,701 203,632 209,741 216,033 222,514 229,190 236,065 Winter Coincident Pk kW - Sch. 6 126,773 132,636 136,815 140,713 144,935 149,283 153,761 158,374 163,125 Summer Pk kw with Losses 230,585 237,502 244,627 251,966 259,525 267,311 275,330 283,590 292,098 Winter Pk kVV with Losses 159,338 164,115 169,042 174,113 179,336 184,716 190,258 195,966 201,845 Annual Lead Factor 59% 59% 59% 59% 59% 59% 59% 59% 59% Peak Mo. Bill. kAN (97% ESt. Pk) 223,667 230,377 237,288 244,407 281,739 259,291 267,070 275,082 253,335 Annual Bill kW (97% Est. [:)em} 1,990,637 2,050,356 2,111,867 2,175,223 2,240,479 2,307,694 2,376,924 2,448,232 2,521,679 EnergyCl~.lncI,Trans$/kWh+2%/yr $ 0.0247 $ 0.0252 $ 0.0257 $ 0.0262 $ 0.0268 $ 0.0273 $ 0.0278 $ 0.0284 $ 0.0290 Energy Cost $ $ 29,345,341 $ 30,830,216 $ 32,390,225 $ 34,029,170 $ 35,751,046 $ 37,560,049 $ 39,460,587 $ 41,457,293 $ 43,555,032 Dem.Chg~lncl.Trans.~$/kW+2%/yr $ 10.5696 $ 10.7810 $ 10.9966 $ 11.2166 $ 11.4409 $ 11.6697 $ 11.9031 $ 12.1412 $ 12.3840 Dem. Chg. Cost$ $ 21,040,298 $ 22,104,937 $ 23,223,446 $ 24,398,553 $ 25,633,120 $ 26,930,156 $ 28,292,821 $ 29,724,438 $ 31,228,495 Direct Assignment Facilities $ 6,864 $ 7,001 $ 7,141 $ 7,284 $ 7,430 $ 7,578 $ 7,730 $ 7,884 $ 8,042 customer Charge $/ mo. +2%lyr. $ 3,295 $ 3,361 $ 3,428 $ 3,496 $ 3,566 $ 3,638 $ 3,710 $ 3,785 $ 3,860 Sum. Cap. Req.= Load+15% Res. 265,172 273,127 281,321 289.761 298,454 307,407 316,630 326,128 335,912 Win. Cap. Req.,. Load+15% Res. 183,239 188,736 194,398 200,230 206,237 212,424 218,797 225,361 232,121 Summer Capacity ~ $/kW, +2%/yr $ 4.4862 $ 4.5760 $ 4.6675 $ 4.7608 $ 4.8560 $ 4.9532 $ 5,0522 $ 5.1533 $ 5.2563 Winter Capacity @ $/kW, +2%/yr $ 4.4862 $ 4.5760 $ 4.6675 $ 4.7608 $ 4.8560 $ 4.9532 $ 5.0522 $ 5.1533 $ 5.2583 Capacity Purc.~$/yr. $ 12,070,043 $ 12,680,787 $ 13,322,435 $ 13,996,551 $ 14,704,776 $ 15,448,838 $ 16,230,549 $ 17,051,818 $ 17,914,636 Peaking kWh Purc 100*Sum Pk kVV 23,058,459 23,750,213 24,462,719 25,196,601 25,~52,499 26,731,074 27,533,006 28,358,996 29,209,766 kWh Purc ~ $0,085/kWh+ 2%/yr. $ 2,690,617 $ 2,826,763 $ 2,969,797 $ 3,120,069 $ 3,277,944 $ 3,443,808 $ 3,618,065 $ 3,80t,139 $ 3,993,476 Tot. Purch. ~ Cost $ $ 65,156,458 $ 68,453,064 $ 71,916,472 $ 75,555,123 $ 79,377,882 $ 83,394,066 $ 87,613,463 $ 92,049,354 $ 96,703,642 Tot. Purch, Pwr Cost S/kWh 0.0549 0.0560 0.0571 0.0583 0.0594 0,0606 0.0618 0.0831 0.0643 /0 :IIH I- 130 [OOZ Schedule - 4 Page 3 of 3 09/29/2003 10:24 AM Projected Expense Operations and Maintenance City: Iowa City Pop. Grp. 4 Utility: MEC-East Year 1: 2004 Schedule of O 8, M and A & G and Contractor Line Work $/Yr ~ IAMU $/Yr ~ IAMU Item Est. Hr/Yr S/Hr, inc. OH $/Yr Av~l/Meter Av~l/kWh Lineperson(s) 93,480 $ 40.00 $ 3,739,200 Bucket Truck 19,680 $ 38.00 $ 747,840 Digger Truck 11,480 $ 55.00 $ 631,400 Pole Trailer 11,480 $ 3.00 $ 34,440 Trencher 11,480 $ 10.00 $ 114,800 Service Truck 24,600 $ 15.00 $ 369,000 Substation Facilities Cha~ge $ 120,000 Contractors/Tree Trimming/Meter Tests $ 750,000 Distribution O & M Total $ 6,606,680 $11,794,827 $12,829,075 Cust Acct 8,200 $ 28.00 229,600 A & G 8,200 $ 70.00 574,000 Meter Reading 12,300 $ 32.00 393,600 Office and Misc. 75,000 Accounting and Other Staff 300,000 Management, Supervision and Engineering 1,000,000 Professional Services 200,000 CustAcct, Gen &Admin Total $ 2,772,200 $ 3,152,481 $ 3,426,627 VMO! 'ALIO VMO! Schedule- 5 Page 1 of I 09~29~2003 10:24 AM Projection of Billing Data Customers, kW, kWh city: Iowa City Pop. Grp. 4 Utility: MEC-East Year l: 2004 Schedule of Estimated Electric Data # CustJ kW Sum mer kW Sum mer kW Winter kW Winter kWh/Cuatomer/ Customer Class # Lights PealdCust Peak Peak PealdCust Year kWh/Year Res 29,481 2.11 62,107 36,823 1.25 8,010 236,146,501 GS- Comm. 1,484 16.5 24,555 18,045 12.2 85,291 126,571,139 LGS - Ind.+ Major Accts. 33 1576 52,002 40,951 1241 10,518,100 347,097,291 Area + St. Lgt. 2909 0 0 0 0.00 1,326 3,857,458 Total 33,907 138,663 95,819 713,672,389 Total Excluding Lighting 30,998 Occupied + Unoccupied Housing Units 2000 U.S. Census 26077 Population 2000 U.S. Census Bureau 62,220 Population/Housing Units 2.4 Estimate Res Elec Customers = 105% of Res. Water Customers Estimate GS-Comm. Elec Customers = 105% of Comm'l & Ind. Sm., Pub. Auth., Interdept. + School Water Customers Estimate LGS-Ind. Elec Customers = Comm'l Ind, Lg. Nat. Gas/Major Customers Cast Claea Water* Nat. Gas Sewer Residential+5OO/year 28,077 Com'l & Ind. Sm. 1,279 Q ~- ~.. Com'l & Ind. Lg. 19 Pub Authorities/Gov't 111 Interdepartmental School 32 Other 5 Total 29523 0 *Residential is US Census units including unoccupied plus yearly growth of 500/year to 2004 Source: IPL 2002 Load Research Annual System Peak 71812002, Hour Annual Coin. Avg. # mWh kWh Sales/ Coin. Annual Load 17 kW Cust./mo. Sales/Yr Cuet/Yr kW/kWh Factor Residential 975,001 392,106 3,705,522 0.000263 0.433850592 CommerclaI-GS 354,949 63,455 1,834,1t9 0.000194 0.589871538 kWh/Cust in East System Rea. 8,010 Gen Ser-Comm 85,291 kWhlCust in North System Res. 9,967 Gen Ser-Comm 37,770 kWhlCust in South System Res. 9,778 Gen Ser-Comm 42,383 Schedule - 6 Page 1 of 1 09/29/2003 10:24 AM Major Accounts City: Iowa City Pop. Grp. 4 Utility: MEC-East Year 1: 2004 Schedule of Estimated Electric Data - Major AccountS: Coincidence kW kW Customer # Accts Rate Factor Summer Winter Est. kWh/Yr $ per Year $ per kWh LGSmLarge Commercial: Peaks Adjusted to Coincident Peak Customer-1 10 Customer-2 1 Customer-3 1 _ N Customer-4 1 (~ ~.~ Customer-5 1 ~ "~ Customer-6 1 ~ ~ Customer-7 1 __ Customer-8 1 ._<~ ~- Customer-9 I ~_.,, ~'~ ~ Customer-10 1 Customer-11 1 -. Customer-12 I ..~ Customer-13 1 Customer-14 1 Customer-15 1 Customer-16 1 Customer-17 1 Customer-18 1 Customer-19 5 Customer-20 1 33 52,002 40,951 347,097,291 $14,262,152 $ 0.0411 MEC 2002 Net Peak (mW) 3,889 MEC 2002 Net mWh 20,190,883 MEC Annual Load Factor 0.592670 !C Class Load Factors mWh Load Factor Coin. Peak Load Factors for Residential and Commercial from IPL load Residential 4,785,579 0.433851 1,259 research data and solved for Industrial load factor Commercial 3,847,113 0.589872 745 Industrial 6,711,922 0.791867 968 Lighting 81,711 Total-Iowa Estimate 15,426,325 0.592670 2,971 Schedule - 7 Page 1 of 1 09/29/2003 10:24 AM Interstate Power Light Load Research 2002 City: Iowa Cit~ Pop. Grp. 4 Utility: MEC-East 2004 Schedule of 2002 IPL IA Jurisdiction Class Contribution to System Peak in KW Load Research Data Hr Res Wh & Yr Month Day Ending Res Comm Ind Bulk Total System Total Load Factor Jan 16 1900 582,994 207,792 911,399 129,743 1,831,928 349,730 Feb 26 1900 633,086 215,089 930,852 133,110 1,912,137 292,030 Mar 4 900 505,385 312,692 1,001,359 122,070 1,941,506 289,948 Apr 18 1500 356,589 352,983 1,142,422 132,967 1,984,961 260,461 May 30 1700 536,414 325,088 993,942 153,072 2,008,516 228,661 Jun 25 1700 924,902 364,805 1,079,445 136,609 2,505,561 274,790 Jul 8 1700 1,049,683 382,137 1,093,790 t30,163 2,655,773 407,981 Aug 1 1400 857,004 427,307 1,138,398 135,650 2,558,359 403,814 Sep 9 1500 837,889 438,884 1,146,625 146,057 2,569,455 339,444 Oct 1 1200 382,782 359,477 1,113,214 136,255 1,991,728 256,274 Nov 25 1800 622,355 280,824 941,524 131,115 1,975,818 269,771 Dec 5 1800 636,153 254,382 962,076 121,687 1,974,298 332,818 2002 Total IA mWh byClass 3,705,522 1,834,119 7,459,431 1,199,951 14,199,02_~3 ~-~_~ 2003 Total IA Cust by Class 392,106 63,455 3,864 2 459, .4~ ~-~ IPL Form 1Annual System Peak-2002 in mW 3,086 '~ ~ ¢-3 IPL Form 1 Total Monthly Energy-2002 in mWh 17,759,549 IPL Annual System Load Factor-2002 in % 0.6569 ~ C? -- IPL Load Res. Ann. Sys. Peak Est.-Total Sys. 2002 mW 2,853 -.~, IPL Load Res. Total Monthly Energy-Total Sys.-2002 mWh 15,251,985 ~,~ ~ '72 IPL Load Reseamh Load Factor-2002 in % 0.6102 .~ c:~ IPL System, including Iowa, Load Research Coincident Peaks, Class kWh and Customers Reported Adjust. Factor Total System Iowa Oely 0.92885 Class Ann. Coinc. P Annual mWh Customers Ld Res. Pk. Adj. Peak Residential Incl. Farm 1,135,280 4,052,551 433,294 1,049,683 975,001 General Service 422,462 2,014,173 71,470 382,137 354,949 Large General Service 1,165,369 7,985,310 4,160 1,093,790 1,015,970 Bulk Total 130,163 1,199,951 2 130,163 120,902 Total System 2,853,274 15,251,985 508,926 2,655,773 2,466,822 Peak Demand Adjustment to Recorded System Peak Load and Load Factor System Load Factor 0.656949 Load Res Load Factor 0.6102092 Adjustment Factor to Actual=LR Load FactorlSyst. Load Factor 0.9288528 Avg kWh/Res. Cust 9,450 Load Res. Est. Load Factor-Res. 0.4030 Avg kW PIdResCust 2.487 Ld Res Ld. Factor Adjusted to Actual 0.4339 Schedule - 8 Page 1 of 1 09/29/2003 10:24 AM Estimated MidAmerican Energy Annual City Revenue City: Iowa City Pop. Grp. 4 Utility: MEC-East Schedule of Incumbent S/kWh and Revenue by Class and Total East System East System East System Customer Class City kWh/Yr Av~l. IPL S/kWh Est. IPL $/Yr Res 236,146,501 0.0916 $21,638,878 GS 126,571,139 0.0654 $ 8,283,740 LGS 347,097,291 0.0411 $14,262,152 Lighting 3,857,458 0.1224 $ 472,331 Total 713,672,389 $ 0.0626 $44,657,101 North System North System North System Customer Class City kWh/Yr Avg. IPL S/kWh Est. IPL $/Yr Res $ 0.0753 $ GS $ 0.05915 LGS $ 0.0377 $ Lighting $ 0.1242 $ ~ , ~ , Total $ South System South System South System "~ Customer Class City kWh/Yr Avg. IPL S/kWh Est. IPL $/Yr ~ c:~ Res $ 0.0907 $ "~ GS $ 0.0725 $ LGS $ 0.0432 $ Lighting $ 0.1998 $ Total $ Total MEC Total Total Customer Class City kWh/Yr Avg. MEC $1kWl Est. MEC $/Yr Res + Farm 236,146,501 $ 0.0865 $20,417,868 GS + Otb Pub Auth 126,571,139 $ 0.0668 $ 8,450,583 LGS + Bulk 347,097,291 $ 0.0416 $14,428,224 Lighting 3,857,458 $ 0.1576 $ 607,986 Total 713,672,389 $ 0.0615 $ 43,904,662 Schedule - 9 Page I of 1 09/29/2003 10:24 AM Street Lights City: Iowa City Pop. Grp. 4 Utility: MEC-East Year 1: 2004 Schedule of Street Lights 1248 1,112.35 552 0.89 Total Fixture Replace Replace Replace Unit Total City Replace Lam p $ Photocell Wire $ Replace No. Sec. + Replace $ Total Size/Type $ Cost Cost $ Cost Cost $ Cost St. Lgts Cost kWh/Yr/Lgt kWh/Yr 100WMV $ 150 $ 7 $ 14 $ 50 $ 221 6 $ 1,326 492 2952 175W MV $ 175 $ 8 $ 14 $ 50 $ 247 87 $ 21,489 810 70470 250WMV $ 200 $ 10 $ 14 $ 50 $ 274 14 $ 3,836 1,112 15568 100WHPSlMH $ 190 $ 13 $ 14 $ 50 $ 267 1514 $ 404,238 540 817,560 150WHPS $ 200 $ 13 $ 14 $ 50 $ 277 448 $ 124,096 776 347648 175WHPSIMH $ 250 $ 14 $ 14 $ 50 $ 328 252 $ 82,656 776 195552 200WHPS $ 275 $ 15 $ 14 $ 50 $ 354 $ 1,012 0 250WHPS/MH $ 300 $ 16 $ 14 $ 50 $ 380 588 $ 223,440 1,248 733824 400WHPS $ 400 $ 25 $ 14 $ 50 $ 489 $ 1,956 0 Total St. Lights w/o poles 2909 $ 861,081 2,183,574 Poles/conduit etc. at $%000 for 50% $1,454,500 # Security Lights at 10% of Cuet, $ at 100 W HPS + $2501pole $1,602,589 1,673,884 Replacement Cost Depreciated $ 788,537 Original Cost Depreciated $ 605,786 3,857,458 Schedule -10 Page 1 of 1 09/29/2003 10:24 AM Investment Summary Ci : Iowa Ci Po . Gr .4 Utility.' MEC-East Year 1: 2004 Schedule of Buyout, Reintegration and Other investment Replacement Original Replacement Investment T_~ D_~._preciated D_~_p_reciated Cost Buyout $ Stranded Generation $ $ $ Distribution $ $ 1,561,797 $ 1,199,836 $ 7,760,434 $ 788,537 $ 605,786 $ 3,918,170 Lights Res Meter/Serv/Trfr $ 2,153,701 $ 1,654,560 $ 10,701,549 GS Meter/Serv/Trfr $ 419,613 $ 322,364 $ 2,085,020 LGS MetedServ/Tffr $ 27,163 $ 20,868 $ 134,970 $ 4,950,811 $ 3,803,412 $ 24,600,143 Subtotal 738,004 Inventory ~ 3% of RC Subtotal $ 738,004 $ 738,004 $ Substation $ $ 4,170,286 $ 3,278,175 $ 13,925,000 Sub-transmission $ $ 13,316 $ 1,851 $ 587,558 Total Buyout $ 9,872,417 $ 7,821,442 Bonding & Contingency-10% $ 987,242 $ 782,144. Total Buyoutlncl. 10% Bond. & Conting. $ t0,869,658 $ 8,603,586 $ 39,850,705 Reintegration $ $ 196,500 $ 196,500 Buyout Plus Reintegration Investment $ 11,056,168 $ 8,800,086 }&lO xS\O/ 09/29/2003 10:24 AM Schedule - 11 Page 1 of 1 Distribution System Mapping City: Iowa City Pop. Grp. 4 Utility: MEC-East 2004 Schedule of Distribution System Field Check By: Date: Reviewed By: Total Feet 866,604 Dist Area # Plant Life Ft. 1Ph OH or UB Ft. 2/3Ph OH Ft. 1Ph UG Ft. 3Ph UG Total Feet Feet Feet Feet Vintagel$1Unit2004 $ 8.00 $ 8.50 $ 9.00 $ 11.00 DistSt. DistSt. DistSt. 34-69kV 1960 0.210 0,100 1,000 1960 0.080 0.120 46,133 1970 0.040 0.050 0.030 0.040 12,689 1980 0.030 0.030 0.050 0.080 89,793 1990 0.000 0.010 0.010 0.090 25,932 2000 0.005 0.025 21,861 Projected 2004 38,935 Replacements $ 2,495,818 $ 2,283,500 $ 740,946 $2,240,170 $ 7,760,434 100,635 Replace. Cost Deprec.$ $ 81,467 $ 139,634 $ 236,740 $1,103,957 $ 1,561,797 168,416 OriginalCostDeprec.$ $ 49,543 $ 95,738 $ 170,314 $ 884,240 $ 1,199,836 82,776 134,475 74,520 64,467 7,710 20,749 19,529 53,808 6,869 6,390 42,069 21,459 V/AG )d_t3 V/V OI LO :ll, lV I- 130[0 ]Z G r tlJ Schedule - 12 Page 1 of I 09/29/2003 10:36 AM Handy-Whitman Electdc Construction Indices City: Iowa C Pop, Grp. 4 UtilitT: MEC-East Year ~1: 2004 Schedule of Handy-Whitman Indices for Depreciation Total Distribution Plant Valuation using Handy-Whitman Index (HWI) for North Central USA HWI 1973 =100 Base costs are in 2002 dollars and adjusted to 2004 Life in Yrs (IPL RPU-02-03) 29.7 Distrib. Plant Deprec. = 3.37% HWI Ratio Original Cost Replacement Mid Point 2004 to Plant Depreciated Cost Deprec. Vintage Yr HWI* MidPoint Undeprec. % % % 1950s 1955 52 0.139 0.000% 0.000% 0.000% 1960s 1965 63 0,169 0,000% 0.000% 0.000% 1970s 1975 138 0.369 2.357% 0.870% 2.357% t980s 1985 235 0.629 36.027% 22.661% 36.027% 1990s 1995 309 0.827 69.697% 57,639% 69.697% 2000s 2002 369 0.961 93.266% 89.629% 93.266% 2004 374 1.000 100.000% 100.000% 100.000% *HWI of 2002 (359) adjusted 2004 at 2% estimated increase per year compounded = 374. Schedule - 13 Page 1 of 1 09/29/2003 10:24 AM Meters, Services, Transformers and Secondary City: Iowa City Pop. Grp. 4 Utility: MEC-East Year 1: 2004 Schedule of Meter Services Total Number Replace Replace Replace Replace Total Repl. Cost Total Orig. Cost Customer Class Customers $/Meter/Cust $1Serv/Cust $/Trf~/Cust $/Cust Total Replace $ Deprec. $ Deprec. $ Res 50 kVa/8 29,481 $ 75.00 $ 150.00 $ 138.00 $ 363.00 $ 10,701,548.55 $ 2,153,700.55 $ 1,854,559.57 GS-Comm 50 kVa/1 1,484 $ 100.00 $ 200.00 $ 1,105.00 $ 1,405.00 $ 2,085,020.00 $ 419,612.98 $ 322,363.61 LGS-Ind 150 kVa/1 33 $ 500.00 $ 450.00 $ 3,140.00 $ 4,090.00 $ 134,970.00 $ 27,162.89 $ 20,867.53 LGS-Ind 150 kVa/l $ 1,000.00 $ 450.00 $ 3,140.00 $ 4,590.00 $ $ $ Total 30,998 $ 12,921,538.55 $ 2,600,476.42 $ 1,997,790.80 Schedule - 14 Page 1 of 1 09/29/2003 10:24 AM Projected Reintegration Costs City: Iowa City Pop. Grp. 4 Utility: MEC-East Year 1: 2004 Schedule of Reintegration RequirementS Primary Metering: 3PhOH 2PhOHPri 1PhOHPri Meter Type Pti Meter Meter Meter Total Meter S/Unit $ 7,500 $ 6,000 $ 4,000 Number 14 0 4 $ $105,000 $ $ 16,000 $ 121,000 ~lew Circuits: Circuit Ft. 1Ph Ft. 2/3Ph Tupe )H or UB OH or UB Ft. IPh UG Ft. 3Ph UG Total SIFt $ 6.00 $ 8.50 $ 9.00 $ 11.00 Ft. 0 3,000 0 0 $ 0 25,500 0 0 25,500 Switches/Reclosers/Other $ 50,000 Total Reintegration $ = $ 196,500 Valuation of Substations City: Iowa City Pop. Grp. 4 Utility: MEC-EastYear 1: 2004 Schedule of Substations $ Replace Dist Area # Vintage $ Replace Deprec $ Orig Deprec $ Original Misc Step Downs 1970 $ 575,000 13,552 $ 5,001 $ 212,175 SUB001 1990 $ 2~000~000 1~393,939 $ 1,152,788 $ 1,654~000 SUBO02 1980 $ 1,700,000 612,458 $ 385,236 $ 1~069,300 lC buy into transformers ,SUBO03 1970 $ 1,600~000 37,710 $ 13~915 $ 590,400 SUBO04 1970 $ 2,400,000 56,566 $ 20,873 $ 885~600 SUBO05 1960 $ 1~600,000 $ - $ 270~400 SUB006 1960 $ 1~100,000 $ ~ $ 185~900 SUB007 1990 $ 1,200,000 836r364 $ 691,673 $ 992~400 _ .SUB008 1990 $ 1,750~000 1~219,697 $ 1,008,689 $ 1,447~250 Total $13,925,000 $ 4,170,286 $ 3,278,175 $ 7,307,425 Miscellaneous Annual Substation Facilities Charges $ 120,000 ,,..Ja_. Schedule - 16 Page 1 of 1 09~29~2003 10:24 AM Transmission and Sub-transmisssion Valuation City: Iowa City Pop. Grp. 4 Utility: MEC-East Schedule of 34.5-69 kV Lines Field Check By: Date: Reviewed By: Utility: Dist Area i 69 kV Vintage $ Replacement $ Original ;f Ft. 34.5 kV Ft. 69 kV ; 34kY New New )ecade Depreciated Depreciated S/Unit New 20.0~ 25.00 ST001 - 22,598 564,960 1970 13,315.56 1 ~851 ST002 ST003 Total 22,598 564,960 13,316 1,851 Schedule - 17 Page 1 of 1 09129/2003 10:24 AM Stranded Generation City: Iowa City Pop. Grp. 4 Utility: MEC-East Year 1: 2004 Schedule of Stranded Generation Stranded Generation Buyout = 0 YNtOI ~LLlO F~-q. -' 9 ,kilo Schedule- 18 Page 1 of 1 09/29/2003 10:24 AM IAMU Unbundling Data City: Iowa Cit7 Pop. Grp. 4 Utility: MEC-East Year 1: 2004 Schedule of IAMU Unbundling Data Energy Information Administration EIA 2001 City: Iowa City Pop. Grp. 4 Utility: MEC-East Year 1: 2004 Schedule of Energy information Administration Data O Pop/ Pop Res $/ kWh/Res Res Oomm $/ kWh/Corn Corem Ind $1 kWh/Ind Ind Tot $l kWh/T~t~) ~ '-~~-m~ Max Pop - -- # Towns Cust/Yr Cust~ Yr. $/MNh Cuot/Yr CustJ Yr. S/kWh Cust/Yr Oust/Yr. S/kWh CustJYr Cus'd Y~_~ ;~/kWh Gr°u~22 1,000 ~'"~ 53 625 8,914 0.0701 1,6~4 27,504 0.0689 11,131 197,033 0.0565 952 14,~14~'~.0673 131,806 5,000 2 65 598 9,089 0.0658 2,261 36,123 0.0626 30,266 589,632 0,0513 1,101 96,855 10,000 3 14 609 8,995 0.0677 2,898 47,457 0.0611 63,212 1,304,670 0.0485 1,513 26,2~ ~L~0.057'~Z 133~888 10,000+ 4 5 526 9,064 0.0581 4,180 80,744 0.0518 465,761 11,464,149 0.0406 1,640 ',-.-~' Pop ~,,,~ UTILNAME Res SM Res mWh # Res Corn SM CommWh #Com Ind SM Ind mWh # Ind Tot SM Tot mWI1 # Tot 917 1 1 A~ton City of 256 3304 395 182 2718 77 0 0 0 438 6022 1489 2 2 Akron City of 364 65~2 690 349 5766 176 0 0 0 713 12348 866 5741 3 3 Algona City of 1555 28073 2996 3152 60014 581 0 0 0 4796 89446 3578 1865 2 4 Aita City of 444 8271 823 104 1801 47 16 400 5 684 12734 882 286 1 5 Aita Vista City of 76 1299 196 41 657 31 0 0 0 119 2010 235 1095 2 6 Alton City of 274 5110 460 204 3697 121 0 0 0 487 9027 582 50731 4 7 Ames City of 9473 130670 17724 11452 204015 2268 4193 102152 5 28919 534073 20182 1049 2 8 Anita City of 245 4829 514 112 2280 116 0 0 0 391 7872 645 649 1 9 Anthon City of 204 3315 31 g 36 678 34 63 1085 15 320 5455 376 1054 2 10 Aplington City of 316 3265 453 98 1992 66 0 0 0 414 5257 519 7257 3 11 Atlantic Municipal Uti 2041 39062 3769 1916 38463 644 517 16668 I 4705 97918 4494 296 1 12 Auburn City of 127 1533 176 0 0 0 0 0 0 127 1533 176 1062 2 13 Aureita City of 274 4000 4~4 47 629 63 115 2000 16 484 7438 5~0 808 1 14 Bancro8 Municipal UI 221 3122 383 344 5297 94 159 2281 109 724 10700 586 2350 2 15 Bellevue City of 555 7787 1046 260 3252 2t3 294 4308 17 1275 16967 1503 2601 2 18 Bloomfield City of 930 11767 1159 446 5133 278 563 8162 15 1975 25993 1453 477 1 17 Breda City of 160 2270 224 63 1136 52 31 622 8 254 4028 284 1367 2 18 Brooklyn City of 446 6211 659 278 3854 102 0 0 0 742 10460 774 1321 2 19 Buffalo City of 198 2418 430 114 1749 93 0 0 0 353 4678 549 556 I 20 Burt City of 148 1922 230 62 636 51 0 0 0 261 3287 298 424 1 21 Caitender City of 106 1336 184 22 324 13 0 0 0 152 2060 207 3497 2 22 Cariisle City of 727 11462 1303 274 4086 139 0 0 0 1169 18256 1446 1958 2 23 Cascade Municipal U 507 7319 866 48t 8451 162 0 0 0 1074 16859 1045 36145 4 24 Cedar Falls City of 6447 137928 14025 4555 109418 1812 2244 61093 43 15127 367813 16057 745 I 25 Coggon City of 254 2478 313 8 77 20 56 674 10 344 3545 350 1305 2 26 Coon Rapids City of 419 8750 588 373 5812 149 217 2967 1 1021 17805 739 1783 2 27 Coming City of 369 8559 953 212 4675 229 0 0 0 756 17745 1140 350 I 28 Convith City of 117 1132 164 102 959 59 0 0 0 219 2091 223 914 I 29 Danville City of 248 3441 397 115 1971 40 0 0 0 363 5412 437 884 I 30 Dayton City of 244 2815 381 142 1527 81 11 118 1 436 5001 473 7339 3 31 Denison City of 1420 29126 2591 1729 42078 690 2557 67993 5 5706 139197 3286 1627 2 32 Denver City of 465 6347 692 221 3483 87 35 652 5 729 10597 785 944 I 33 Dike City of 220 2991 368 229 3358 44 0 0 0 448 0348 412 1677 2 34 Durant City of 434 5862 705 101 1279 116 334 4580 25 981 12384 875 1303 2 35 Dysart City of 380 4696 581 188 2637 96 0 0 0 605 7886 683 900 1 36 I[arlville City of 211 2808 356 136 1761 49 0 0 0 347 4569 405 4159 2 37 EIdridge City of 1468 13914 1597 489 7516 177 440 7065 5 2397 28495 1779 531 I 38 Ellswodh City of 164 1712 224 78 977 48 107 1233 2 384 4276 288 6656 3 39 Estherville City of 1243 20203 2793 479 7968 420 974 19091 38 2915 51702 3290 1041 2 40 Fairbank City of 311 3864 441 110 1726 54 0 0 0 452 6062 507 Schedule - 20 09/29/2003 10:24 AM Energy Information Administration EIA 2001 430 1 41 Famhamvilte City of 134 1671 224 104 1390 33 0 0 0 238 3061 257 648 1 42 Fonda City of 234 3083 357 35 450 40 24 214 1 321 4147 403 692 I 43 Fontanelle City of 188 4324 399 90 1661 46 0 0 0 278 5985 445 4362 2 44 Forest City City of 772 13284 1737 682 11754 84 1829 41767 11 3360 68226 1834 984 1 45 Fredericksburg City o 235 4452 440 276 4208 67 1068 23019 I 1642 32240 512 1253 2 46 Glidden City of 270 4768 509 36 898 75 67 1340 10 379 7850 616 1038 2 47 Gowfie Muni¢ipe~ Util 272 3324 467 238 3188 140 0 0 0 510 6512 607 9oo I 48 Graettinger City of 224 4677 443 65 1327 74 103 2072 13 405 8354 542 260 I 49 Graffon City of 60 900 128 10 440 14 31 279 2 124 2098 155 964 1 50 Grand Junction City ( 298 3156 428 61 556 67 69 888 7 441 4902 519 2129 2 51 Greenfield City of 620 8828 996 586 8393 241 900 18297 2 2106 35518 1239 2596 2 52 Grundy Center Mun I. 765 10944 1201 624 9862 242 414 6225 1 1850 29806 1445 1987 2 53 Guttenberg City of 454 7528 1029 270 4068 236 303 5201 18 1075 17627 1320 5282 3 54 Haitan City of 1749 24322 2351 1174 14889 506 768 14294 16 3967 58485 2875 1733 2 55 Ha~tley City of 428 9259 837 221 3846 116 316 6331 9 965 19436 962 2478 2 56 Hawarden City of 659 11200 1053 347 6000 174 355 7200 12 1549 28600 1314 808 1 57 Hinton City of 194 3233 259 36 522 47 155 2070 7 412 6249 315 681 I 58 Hopkinton City of 151 2329 321 134 2016 59 26 328 1 314 4756 382 2117 2 59 Hudson City of 527 6451 705 333 4429 82 0 0 0 933 12146 791 6014 3 60 Independence City of 1513 20441 2700 802 10691 397 2066 33447 32 4561 67122 3131 12998 4 61 Indianola Municipal U 2263 41645 4757 2050 36385 920 392 8154 7 5248 100211 8782 1066 2 62 Keosauqua City of 329 4157 503 165 2565 103 294 3582 13 887 12188 652 342 I 63 Kimbaliton City of 90 1722 160 26 470 45 0 0 0 121 2265 210 2321 2 64 La Porte City City of 565 8774 951 274 5130 199 0 0 0 858 14320 1182 2140 2 69 Lake Mills City of 541 8266 1000 495 7503 150 1035 19226 18 2077 35393 1169 1023 2 66 Lake Park City of 200 3744 474 104 1828 96 142 3660 3 466 9586 578 1278 2 67 Lake View City of 416 7144 814 94 1975 149 183 3253 31 989 16813 1364 2444 2 68 Lamoni City of 557 7635 956 635 10417 t38 0 0 0 1288 19681 1122 788 1 69 Larchwood City of 224 3308 350 110 1618 48 0 0 0 334 4926 398 1476 2 70 Laurens City of 350 9723 721 70 1572 109 334 8865 38 791 21318 870 461 1 71 Lawler Ctty of 146 1862 240 58 790 40 0 0 0 204 2652 280 497 1 72 Lehigh City of 141 1612 259 31 353 26 0 0 0 172 1965 285 1401 2 73 Lenox City of 391 7001 587 467 6286 152 0 0 0 862 15320 740 431 1 74 Livermore City of 142 1921 201 84 880 52 0 0 0 230 2857 254 597 I 75 Long Grove City of 149 2146 207 21 265 14 0 0 0 175 2505 227 839 1 76 Manitla Town of 213 4000 389 108 1600 86 5 220 3 331 5970 460 1490 2 77 Manning City of 456 7050 722 173 2794 120 905 22203 21 1573 32838 878 1322 2 78 Mapleton City of 404 6059 717 101 1368 114 243 4414 56 805 12859 937 6112 3 79 Maquoke{a City of 1613 22509 2801 1521 21643 554 788 12660 13 3922 56812 3368 302 1 80 Marathon City of 91 1202 166 64 805 46 0 0 0 169 2159 238 871 1 81 McGregor City of 202 2953 489 79 1322 107 120 2064 7 442 7102 627 2474 2 82 Milford City of 698 12833 1172 249 4057 198 566 11156 18 1570 29341 1391 1440 2 83 Mont~uma City of 431 6762 691 358 5370 159 421 8266 1 1523 23335 874 8751 3 84 Mt P~easant City of 1966 24998 3079 2508 35680 553 0 0 0 4474 60678 3632 22697 4 85 Muscatine City of 6159 93587 9288 9324 165625 1505 24377 596699 12 40638 874456 10839 845 1 86 Neoia City of 190 3028 370 54 826 62 0 0 0 244 3854 432 3692 2 87 New Hampton City ol 786 12668 1754 536 8089 299 1318 28068 26 2765 51321 2602 1937 2 88 New London Municip~ 776 10081 1133 219 2698 97 0 0 0 1063 13833 1259 3091 2 90 Onawa City of 820 14376 1347 686 12063 0 1569 27625 1597 5582 3 91 Orange City City of 1056 19087 1732 354 3037 ~Z~m-~r~l~;~ I I,~ 459ZZ 55 3726 73400 2057 402 1 92 Orient Cityof 155 1812 235 0 0 ~'~ l,~J O,J.~,-J 0 0 155 1812 235 3451 2 93 Osage City of 794 13689 1745 1692 33122 303 0 0 0 2532 47424 2233 .75 2 94,. o 0it o, 32, ,93522 6,, 7383 ° 0 870 ,1246714 265 1 95 Paton Cityof 109 1185127 36 1369~7~0 , 0 0 146 1553 152 1124 2 96 Paullina City of 292 4713 561 167 3 ° 106 0 0 501 8744 703 9873 3 97 Pella City of 3095 34376 3767 1720 18546 472 6649 125447 31 11915 184187 4326 1970 2 98 Pocahontas City of 521 7000 899 220 3000 11~i ~ *- ~(~2..~ 3000 22 1098 16000 1113 Schedule - 20 09/29/2003 10:24 AM Energy information Administration EIA 2001 949 1 99 Preston City of 255 3677 419 182 2636 101 0 0 0 480 7095 557 891 1 1 O0 P~mghar City of 338 4271 472 201 3066 103 0 0 0 566 8023 577 786 1 101 Readlyn City of 189 2952 346 58 954 31 25 375 5 272 4281 382 1762 2 102 Remsen City of 367 6944 696 151 3432 160 183 3316 46 701 13692 902 306 1 103 Renwick City of 124 1700 150 127 1800 21 0 0 0 251 3500 171 2573 2 104 R~ck Rapids Municip 567 11105 1053 514 10174 209 155 2781 10 1303 25474 1290 907 1 105 Rockford City of 197 2761 411 88 1293 110 25 383 3 431 6172 546 670 I 106 Sabula City of 167 2424 422 87 1248 25 0 0 0 276 3978 460 1353 2 107 Sanborn City of 356 5915 552 433 9049 106 0 0 0 898 17722 676 3321 2 108 Sergeant Blulf City of 764 11533 1150 805 15849 130 0 0 0 1569 27382 1280 696 1 109 Shelby City of 141 2680 284 89 1810 70 0 0 0 236 4765 355 2796 2 110 Sibley City of 891 16862 1345 466 8489 201 428 10261 2 1798 35934 1549 6002 3 111 Sioux Center City of 1035 19326 1747 868 16579 286 1659 36121 124 3742 73946 2414 11317 4 112 Spencer City of 2312 55321 4861 3405 77234 860 0 0 0 6340 146255 5828 488 I 113 Stanhope City of 148 1478 196 91 921 45 0 0 0 255 2566 254 714 1 114 Stanton City of 245 4020 265 90 1698 41 8 111 I 389 6666 321 1349 2 115 State Center City of 474 5184 630 194 2183 9~ 78 1000 5 981 10757 918 3228 2 116 Story City City of 1015 13990 1558 323 3442 163 1538 28444 46 2920 46710 1776 746 1 117 Stratford City of 243 2313 335 143 1490 67 0 0 0 419 4155 417 1386 2 118 Strawberry Point City 362 4263 659 291 3363 134 0 0 0 882 7988 839 1712 2 119 Stualt City of 502 5926 734 560 7052 155 0 0 0 1062 12978 889 2106 2 120 Sumner City of 542 8139 950 407 6582 234 0 0 0 980 15359 1205 73 1 121 Tennant City of 30 328 40 0 0 0 0 0 0 30 328 40 3155 2 122 Tipton City of 1038 11435 1426 697 8482 275 272 5001 5 2059 25722 1708 1594 2 123 Traer City of 624 8042 963 363 4646 132 340 5803 1 1343 18879 1107 1344 2 124 Vititsca CEy of 319 7500 663 154 3500 105 0 0 0 492 11500 769 5102 3 125 Vinton City of 1162 17123 2183 443 6383 301 399 6960 30 2128 32397 2533 841 1 126 Wall Lake City of 293 6107 378 157 3031 72 0 0 0 450 9138 450 8968 3 127 Waved'/Municipal El 2493 30040 3567 1143 15719 502 3281 61229 45 7344 113332 4196 8176 3 128 Webster Cib/City of 2336 29783 3778 1607 23627 568 3852 90764 16 8125 149401 4420 834 1 129 West Bend City of 386 5714 505 168 2497 118 221 3115 9 806 12057 653 3332 2 130 West Liberty City of 667 10722 1242 567 6706 168 1306 25331 9 2609 44078 1448 980 1 131 West Point Utiitty Syt, 492 6409 585 330 4300 97 26 343 7 848 11052 689 189 1 132 Westfield Towrt of 51 650 79 12 178 7 0 0 0 63 828 86 530 1 133 Wh~temore City of 142 1921 251 48 737 56 49 671 2 272 3817 321 2829 2 134 Wiiton City of 726 10602 1195 265 3978 204 401 7450 7 1434 22703 1423 4768 2 135 Wlnterset City of 1218 16500 1954 1012 13672 315 652 10998 8 2927 41792 2278 1564 2 136 Woodbine City of 405 7557 657 232 4167 124 0 0 0 722 13100 873 0 0 151 1781 113 204 1 137 Woolstock City of 70 876 102 73 817 9 0 396,071 Total Pop/# Res Cust 2.4 Electric Franchise and City-Specific Information City: Iowa City Pop. Grp. 4 Utility: MEC-East Schedule of Franchise Information City: Iowa City Wholesale Deliv. Energy/kWh $ $ 0.01801 Pop. Group: 4 Wholesale Deliv. Demand/kW $ $ 7,69940 Utility MEC Directly Assigned Facilities Charge/Year $ $ 3,000 Utility-System: MEC-East Customer Charge/Month $ $ 200 Wholesale Del. Voltage (kY): 161 Purch. Gen. Cap./kW/Mo. $ $ 3.26797 Year 1: 2004 Disfl*ibution System Losses % 3.50% Wholesale Delivery Meters I Annual Retail Sales Growth kWh % 3.00% Replace. Del. Tax Zone MEC Replacement Delivery Tax Rate/kWh $ 0.00278584 Population 62220 City Annual Load Factor % 59% City Residential Concentration % 33% Electdc Franchise: RCD NPVlPopulation $ $ 989.45 Granted: 09/18/1986 Years: 15 Expires: 09/18/2001 Expired Other City Utilities: Natural Gas: MEC Water: Yes Waste Water Yes Storm Water Yes Neighboring utilities for potential distibution operation: Pocohantas (12 mi. away) has 2 full time electdc employees ~ $22/Hr direct cost + Digger + 45 Ft. Bucket ¥/ 01 X J JO V OI MID 09129/2003 10:42 AM Schedule - 21 Page 1 of 1 MidAmedcan Energy Company Revenues and Electric Usage for 2002 City: Iowa Cit~ Pop. Grp. 4 Utility: MEC-East Year 1: 2004 Schedule of 2002 MidAmerican Energy Company Rates with Usage and Customers System/Class Customers kWh Revenue kWh/Customer Revenue/kWh MEC-East System Reeidential 110,762 887,222,000 $ 81,2~9,061 8,010 $ 0.09163 Commerclal/GS 13,245 1,129,673,000 $ 73,934,056 85,291 $ 0.06545 Industrlal/LGS 264 1,714,946,0(~0 $ 74,794,443 6,496,(2~6 $ 0.04361 Ll~lhtln~l ziG5 19,771,000 $ 2,420,882 39,941 $ 0.12245 East Subtotal 124,766 3,751,612,000 $ 232,448,442 30,069 $ 0.06196 MEC-North System Reeldentlal 137,825 1,373,687,000 $ 103,443,906 9,967 $ 0.07530 Commerclal/GS 27,881 1,053,058,000 $ 62,243,322 37,770 $ 0.(~911 Industrial/I.GS 422 2,105,914,000 $ 79,410,900 4,990,318 $ 0.03771 Ll~lhtln~l 204 25,395,000 $ 3,154,380 124,485 $ 0.12421 North Subtotal 166,332 4,558,054,000 $ 248,252,608 27,403 $ 0.05446 MEC-South System Residential 258,204 2,524,670,000 $ 229,031,199 9,778 $ 0.(~072 Commerclal/GS 39,270 1,664,382,0~0 $ 120,676,964 4.2,383 $ 0.07251 Induutrfal/LGS 833 2,891,0b~,0~o $ 124,797,457 3,470,663 $ 0.04317 Ll~lhtln~l 196 36~5,~,000 $ 7,303,463 186,454 $ 0.19965 South Subtotal 29~,503 7,116,659,000 $ 481,8(~,103 23,~41 $ 0.06770 MEC TOTAL Residential 506,791 4,785,579,000 $ 413,774,166 9,443 $ 0.08646 CommerclallGS 80,396 3,847,113,000 $ 256,854,362 47,852 $ 0.06677 Induutrlal/I.GS 1,519 6,711,922,000 $ 279,002,800 4,418,645 $ 0.04157 Lighting] 895 81,711,000 $ 12,878,725 91,297 $ 0.15761 Total 589,601 15,426,325,000 $ 962,510,053 26,164 $ 0.06239 VMOI lO V OI ,LLIO 60 :III V I- 130 EOOZ C]:q ti-I Schedule - 22 Page 1 of 1 0912912003 10:24 AM City of Iowa City MEMORANDUM DATE: October 1, 2003 TO: City Council FROM: Steven Nasby, Community and Economic Development Coordinator~V~ RE: FY03 Consolidated Annual Performance and Evaluation Report The FY03 Consolidated Annual Performance and Evaluation Report (CAPER) for Iowa City has been prepared and submitted as required by the U.S. Department of Housing and Urban Development (HUD). This document's primary function is to describe all of the activities funded with Community Development Block Grant (CDBG) and HOME Investment Partnership Program. A copy of the CAPER is included in the Council packets for your information. Some highlights from FY03 include the following: · 8,920 Iow-income persons and 1,944 Iow-income households (duplicated counts) were assisted by CDBG funded public service or public facilities activities. · Completion of 115 units of affordable housing (construction, purchase or rehab) · Over $3.2 million of other private and public resources leveraged · $2,086,225.49 in CDBG and HOME funds expended in FY03 to benefit Iow- moderate income persons The CAPER is prepared in a format required by HUD. Tables on pp. 20-21 and pp. 26-27 provide an excellent representation of the CDBG and HOME projects that were underway or completed in FY03. On September 18, 2003 the Housing and Community Development Commission held a public hearing on the FY03 CAPER and approved the document for submission to HUD. A summary of the citizen comments that were received can be found in Appendix 5. If you have any questions about the CAPER please contact me at 356-5248 or via e-mail at steven- nasby@iowa-city.org, Cc: Karin Franklin, Director of Planning and Community Development Housing and Community Development Commission Enclosure CITY OF I0 WA CITY CONSOLTDATED ANNUAL PERFORMANCE & EVALUATION REPORT PRO6RAM YEAR Z00Z (FY03) Planning and Community bevelopment 410 East Washington Street Iowa City, IA 52240 319-356-5230 August 2003 1 CITY COUNCIL Ernest Lehman, Mayor Dee Vanderhoef, Mayor Pro Tern Connie Champion Steven Kanner Mike O'Donnell Trvin Pfab Ross Wilburn HOUSING AND COMMUNITY DEVELOPMENT COMMISSION Amy Correia, Chair Rick House, Vice Chair Morgan Hoosman John Deeth Lori Bears Matthew Hayek .layne Sandier Mark Edwards .lerry Anthony COMMUNITY DEVELOPMENT DIVISION Karin Franklin, Department Director Steve Nasby, Community and Economic Development Coordinator Steve Long, Associate Planner Tracy Hightshoe, Associate Planner David Powers, Housing Rehabilitation Specialist .left Vanatter, Housing Rehabilitation Specialist Liz Osborne, Program Assistant Brenda Rotherham, Administrative Secretary .lacek Pruski, Community Development Intern 2 NOTZCE OF PUBLt'C HEARZNG AND PUBLI'C COMMENT PERZOD The City of Iowa City, as directed by the U.S. Department of Housing and Urban Development (HUD) has completed a performance report for federal fiscal year 2002 (City FY03). This report, the Consolidated Annual Performance and Evaluation Report (CAPER) includes the projects and activities undertaken by the Community Development Block Grant (CDBG) and the HOME Investment Partnerships Programs. This report describes the federally funded activities undertaken by the City and the accomplishments for federal fiscal year 2002 (City FY03). The CAPER report is available to the public for review at the Iowa City Public Library, 123 S. Linn Street; and the Planning and Community Development Department, 410 East Washington Street. A thirty-day (30) public comment period commences with the publication of this notice on August 18, 2003. A public hearing on said CAPER report is scheduled to be conducted by the ]Iowa City Housing and Community Development Commission on September 18, 2003, at 6:30 p.m. in the City Hall, Lobby Conference Room, 410 East Washington Street. Persons with disabilities or persons with special needs are encouraged to contact Steve Long (356-5230 or 356-5493 TDD) if special accommodations are required. Written questions or comments may be directed to the Department of Planning and Community Development, 410 East Washington Street, Iowa City, Iowa, 52240, by calling 356-5230 or e-mail at Steven- Nasby@iowa-city.org. 3 · Sports Editor Ryan Suchomel Phone: 339-7368, (800) 862-0932 E-mail: spor ts@press-cltizen.com Fax: 834-1083 Hours: M-F, 2 p.m. to 12:30 a.m. Iowa City Press-Citizen Monday, August 18, 2003 Page lB · LEGAL DIRECTORY 1 OFFICIAL PUBLICATION NOTICE OF PUBLIC HEARING AND PUBLIC COMMENT PERIOD The City of Iowa City, as directed by the U.S. Department of Housing and Urban Development (HUD) has completed a per- formance report for federal fiscal year 2002. (City FY03). This report, 'the Consolidated Annual Pedormance and Evaluation Report (CAPER) includes the pro ects and activities undertaken by the Commun y Development Block Grant CDBG) and the HOME investment partnersh ps Programs. This report describes the federally fund- ed activities undertaken by the City and the accomplishments for federal tiscai year 2002 (City FY03). The CAPER report is available to the public for review at the Iowa Cty Public Library, 123 S. Linn Street; and the Planning and commun ty eveopmer~t Department, 410 East ~ash og on Street. A thir[y-day (30)pub- I~c comment peried commences wth he publication of this notice on August 18; TABLE OF CONTENTS Cover Page Zntroduction Section 1 Annual Plan/Varrative Statements (a) Assessment Five Year Goals and Objectives (b) Affirmatively Furthering Fair Housing (c) Complaint TnformaUon - HUD Report (d) Geographic Distribution of Resources (e) Affordable Housing (t') Continuum of Care (g) Other Actions (h) Leveraging Resources (i) Citizen Comments 0) Self-Evaluation Section 2 Community Development Block Grant Narrative Statements (a) Assessment of How CDBG Funds Related to the Consolidated Plan and Benefited Low-Moderate Income Persons (b) Description of the Nature and Reasons for Changes in Program Objectives and How a ]urisdiction Would Change it's Programs as Result of Experience (c) Assessment of Efforts in Carrying Out Planned Actions (d) Meeting National Objectives and Verification of Low Income (e) Displacement\Relocation Narrative (f) Description of Economic Development Projects; Limited Clientele Activities; Program [ncome Generation and Rehabilitation Section 3 HOI4E ]nvestment Partnerships Program Narrative Statements (a) Analysis of How HOME Funds Addressed Different Categories of Housing Need (b) Match Contributions and HOME Match Report (c) Minority and Women's Businesses Activities and W\MBE Report (d) On-Site Inspections; Affirmative Marketing; and Outreach Section 4 Section 3 Reporting (a) Section 3 Actions and Reports Section S [ntegrated Disbursement and Information System ([DZS) Reports (a) Summary of Accomplishments Report (CO4PR23) (b) Consolidated Annual Performance and Evaluation Report (C04PR06) (c) Financial Summary Report (C04PR26) (d) Summary of Activities (C04PR03) (e) Rehabilitation Activities (C04PR10) (f) CDBG and HOME Program Income (C04PR09) Appendices (1) City of Iowa City -- Affirmative Marketing Plan (2) Affirmative Marketing Reporting Form (3) FY03 Human Rights Commission Annual Report (4) FY03 Reporting Form (5) Summary of Public Comments - FY03 CAPER 4 ~ntroduction This report, the "Consolidated Annual Performance and Evaluation Report" (CAPER), is the City of Iowa City's report to citizens and the U.S. Department of Housing and Urban Development (HUD). HUD regulations require each jurisdiction to annually review and report progress in carrying out its strategic plan and annual action plan. This document represents the City of Iowa City's report for FY03, in accordance with HUD specifications. Community Development Block Grants (CDBG) and HOME Investment Partnerships are two of the federal programs that provide direct funding to the City of Iowa City. In addition, the City also administers Emergency Shelter Grant (ESG) funds that are passed through to local non-profits from the State of Iowa. The HUD programs described herein are important because they provide funds that can be used by local government, non-profit organizations and other partners responding to the housing and community development needs that exist in Iowa City. This report consolidates reporting on these three programs. Other HUD programs (e.g. Section 8 rental assistance and public housing) are administered and overseen by the Iowa City Housing Authority (ICHA). While this report includes some basic information on these programs, persons seeking detailed information on ICHA programs and activities are encouraged to contact the ICHA at 319-356-5400. Iowa City's 2001-2006 CI-I-Y STEPS Plan (Consolidated Plan for Housing and Community Development Programs) merges several of the previous required HUD plans, federal funding applications, and proposed projects into one document. It analyzes housing and community development needs and resources, assigns priorities, sets forth strategies, and finally describes how the funds derived from HUD programs will be spent. The cI-rY STEPS Plan is also intended to help coordinate the planning and allocation of other housing and community development resources that are available in the community. Ideally, the utilization of the C1TY STEPS Plan will improve the use of these resources and serve as an important decision-making tool for all that are involved in housing and community development issues. The programs and time periods covered by this document are: COBG Program: 7/~/02 - 6/30/03 HOHE Program: 7/:~/02 - G/30/03 5 Section I Annual Plan Narrative Statements 6 Section l: Additional Requirements for End of Program Year Reporting a. Assessment of Five -Year Goals and ObJectives The activities undertaken by the City of Iowa City in FY03 are consistent with the documented priorities established in the 2001 -2006 Consolidated Plan (CITY STEPS). The priorities, goals and objectives of the C~i-Y STEPS Plan are designed to assist lower income citizens needing housing, jobs and services. As such, the four main priorities within our C~-Y STEPS Plan are as follows: 1) Provide housing opportunities that are decent and affordable; 2) Support homeless facilities and services; 3) Support public facilities and services, and 4) Create jobs through economic development activities. The Housing and Community Development Commission (HCDC) and the City use these priorities in determining annual funding allocations. Resources that are covered by the C~-I'Y STEPS Plan include Community Development Block Grant (CDBG), Home Investment Partnership Program (HOME), and other federal, state and local funds. The majority of the projects described in this report are carried out by local organizations in partnership with the City. FY03 projects are consistent in addressing the needs that CZTY STEPS has identified. Each year the City, HCDC and staff work to meet the five-year goals of C~I-Y STEPS through the annual allocations of CDBG and HOME funds. This report covers FY03 activities. This year the City funded seven capital housing projects that provide new and/or improved permanent housing opportunities for Iow and moderate- income households in Iowa City. The recipients were the Greater Iowa City Housing Fellowship (a Community Housing Development Organization - CHDO) - Homeownership, Garden Prairie - Affordable Rental Units, Hawkeye Area Community Action Program - Transitional Housing and Property Acquisition, Elder Services Agency - Small Repair Program, Emergency Housing Project - Deposit Assistance Program, and City of Iowa City - Housing Rehabilitation. Some of these projects are currently underway. The projects that were funded this year assisted a total of :[56 households in FY03. Transitional housing, for persons who are single and families, is a significant part of the continuum of care. In FY03, two capital projects provided transitional housing to individuals and families: Hawkeye Area Community Action Program (HACAP) - Affordable Housing, and the Emergency Housing Project - Deposit Assistance Program. These funds were used to improve the facilities at HACAP and the Emergency Housing Project Downpayment Assistance assisted households transitioning from the shelter to permanent housing. Facilities and services for homeless persons included in FY03 consist of the Domestic Violence Intervention Program -Furniture Project and the Emergency Housing Project - Shelter Coordinator. The projects assisted approximately 585 persons and 133 households who are homeless or of extremely Iow income. l'n addition to the projects shown above, FY03 funding was also provided to public facilities and service projects that serve the community. The EY03 projects includes Neighborhood Centers of .lohnson County - Facility Rehabilitation, United Action for Youth - Facility Acquisition, Crisis Center - Food Bank Warehouse, Wesley Foundation - Facility Rehabilitation, Iowa City Free Medical Clinic - Case Management, and the Aid to Agencies Program (Mid Eastern Council on Chemical Abuse, United Action for Youth and Elder Services, Inc). According to the reports submitted by these agencies, 8,920 Iow-income persons and :[,944 Iow-income households (not including the duplicated counts for the Wesley Foundation - Free Lunch Program) were assisted in the public facilities and services category supported with federal funding. The CDBG Economic Development Fund was started in FY03 with $147,900. In FY03 there were seven applications requesting $325,738. The City approved four applications for CDBG funding, one application was 7 not recommended for funding and two applications were withdrawn. Of the four projects approved for funding, three of them are currently underway and one was cancelled due to the business being unable to secure additional financing. The projects that are underway will be creating 17.5 rTE jobs. Each of the CDBG and HONE projects help the community work toward the overall goal outlined in C~-I-Y STEPS, which is "to encourage and support families and individuals in achieving their highest degree of self- sufficiency". In FY03, 100% of CDBG funds were used to meet the needs of Iow and moderate- income persons. This accomplishment well exceeds the HUD required threshold of 70%. Please refer to Table I for a summary description of project and priorities, expenditures and beneficiaries. b. Affirmatively Furthering Fair Housing The following actions were undertaken by the City of Iowa City, in the City's fiscal year 2003 (luly 1, 2002 to June 30, 2003), to affirmatively further fair housing. Also, please see the Human Rights Commission's Annual Report in Appendix 3. This report gives very specific accomplishments for the program year. ACTZONS TAKEN TO AFFZRMATZVELY FURTHER FATR HOUSING TN FY03 Actions Taken Results Outreach through weekly advertisements Phone calls and walk-in inquiries in local newspapers regarding fair housing discrimination Regular monitoring by Human Rights Advertisers who placed the illegal ads are contacted by the Coordinator for illegal advertisements Human Rights Commission and provided educational materials Asked the Cable Department to continue The film is frequently seen on the ]~owa City Cable Channel to broadcast the video of the building of 4 and it serves to educate the public regarding the "non- the Universal Design House institutional" look of houses incorporating universal design. Furthermore it serves to show the citizens of Iowa City that a house can be built that is accessible to all without costing significantly more money. ($130.00) Public Service Announcements on Housing Education and outreach - Get informal and formal Discrimination are shown on the local complaints cable TV (government channel - 29) Pamphlets and posters on the fair housing Increased public awareness of housing discrimination discrimination laws are disseminated to community organizations and are displayed at the University, Civic Center, Library and City buses. Educational video (Fair Housing Law) is Increased public knowledge of Fair Housing Laws made available to the community Referrals of housing discrimination Tnteragency cooperation complaints outside Iowa City's jurisdiction were made to HUD and the Iowa Civil Rights Commission Training of Human Rights Commission Increased knowledge and education by the commission IVlembers that advises the City Council Discrimination Complaints were received Complaints were addresses as necessary (see Human by the Human Right Coordinator Rights Commission Annual Report) 8 Analysis of Fair Housing Practices and Tmpediments Iowa City's Analysis of Fair Housing Practices and Impediments is reviewed annually by Community Development Staff. Staff from the Human Rights Office and the Community Development Division reviewed and completed the Self-Review Form in the fall of 1997. [n January 1998 the Community Development Division, with the assistance of the Human Rights Office, began an update of the City's AT. This AT update was completed, reviewed and approved by the Human Rights Commission in February 1998. Tn FY01 the City completed a rewrite of the Al. Last year the City planned to update the document; however, due to the unavailability of some census statistics and a reduction in staff the project was not completed. As such, a re-write of the A! will be scheduled for FY04. Impediments to Fair Housing Choice As identified in the AT, the following are impediments to fair housing choice (in no order of priority). 1. Family Size (larger families had a more difficult time locating affordable housing) 2. Discrimination 2. Poor Rental Histories 3. Disabilities - shortage of accessible apartments and houses. 4. !gnorance of the laws by both landlords and tenants 5. Reluctance to file official complaints 6. Negative perceptions of the Section 8 Rental Assistance Program Actions Taken to Overcome l'mpediments During FY03, the Pranning & Community Development Department, the Iowa City Housing Authority and the Human Rights Office worked to identify and address impediments to fair housing. Regular practices, as well as special functions, are described in the table above. [n addition, CDBG and HOME funds were allocated to housing projects that address some of the impediments outlined above. c. Complaint Information -- U.S. Department of Housing and Urban Development Report The City of Iowa City received information from the !owa Civil Rights Commission ([CRC) that 7 housing complaints had been filed from _luly 1, 2002 to _~une 30, 2003. Three of those cases allege race discrimination. Three cases claim housing discrimination based on disability. The last [CRC case involved discrimination based on national origin and religion. One housing discrimination case was filed with the [owa City Human Rights Commission. The complaint alleged discrimination in housing based on public assistance source of income. The totar number of housing complaints filed in FY03 in or from the Iowa City area are 8. The housing complaints in Towa City are Iow (approximately 1 per 7,878 residents). The state's information is consistent with local information from the Towa City Human Rights Office. d. Geographic Distribution of Resources As stated and shown in !owa City's Consolidated Plan, Towa City does not have areas of heavy concentrations of Iow-moderate income households or minority groups. A large number of lower income persons do live in the downtown area, but the housing is mainly student rental units, but does not contain a concentration of Iow income families. The largest group of persons of color in !owa City are generally located in University owned or sponsored housing, again this population is mainly comprised of students. Due to these factors, the City has not discussed or adopted a plan to allocate CDBG and HOME funds geographically (Please refer to Hap1 and 2) 9 Also, a number of the projects funded by CDBG and HOME will serve persons living community wide and are not targeted to specific areas. As examples, the City's Housing Rehabilitation Program serves residents on a citywide basis and distributes its resources via individual projects, which may be located anywhere within the jurisdiction. All of the public service projects are based in Iowa City and serve individuals and families, living city wide, according to their needs. Map 3 shows the location of projects funded with CDBG and HOME funds in FY03. As one can see, many of the projects are located in the downtown, which is due to the number of human service agencies maintaining offices here. e. Affordable Housing The City of Iowa City funded a variety of housing projects this year. Top priority is given to projects that assist households below 50% of median income. The City exceeded its annual expectations of providing affordable housing opportunities for renter and owner households when compared to the 5-year goals in the Consolidated Plan (a.k.a. CZ-fY STEPS). The income ranges and accomplishments for FY03 are as follows: Renter Househol~ 1. Extremely/ow income househo/ds (under 30% median income) 2. Very/ow income househo/ds (between 31-50 of median income) Proiects ~Y03 Accomplishments Mid Eastern Council on Chemical Abuse - Transitional Housing 12 units (complete) EHP - Deposit Assistance 73 households (completed) Greater Iowa City Housing Fellowship FY00 - Acq\Rehab 9 units (complete) Greater Iowa City Housing Fellowship - Peninsula Rental Units 16 units (underway) Greater Iowa City Housing Fellowship - Longfellow Manor 20 units (underway) Garden Prairie Limited Partnership FY03 14 units (underway) Hawkeye Area Community Action Program - Trans. Housing 4 units completed Owner-occupied Households 3. Low Income Househo/ds (a// between 0-80% median income) Pro/ect FY03 Accomp/ishments Elder Services Inc. - Small Repair Program 59 units (completed) City of Iowa City - Housing Rehabilitation 20 projects\units (completed) City of Towa City - HONE Rehab Projects 4 homes (underway) Downpayment Assistance Program FY96 7 homes purchased (completed) Habitat for Humanity FY02 - Land Acquisition 3 units (completed) Habitat for Humanity FY02 - Land Acquisition 1 unit (underway) Habitat for Humanity FY03 - Land Acquisition 1 unit (completed) Greater Iowa City Housing Fellowship FY03 - CLT 4 units (underway) Totals ll5 Units Completed 73 Households Assisted 59 Units Underway 10 MAP 3 12 f. Continuum of Care The City has a strong commitment to the Continuum of Care and has funded a cross-section of projects within the continuum. Affordable housing and overcrowding for homeless and non-homeless persons with special needs is continually being addressed by the City and local human service organizations. Community partners have used federal funds to acquire and operate 38 SRO units and 30 family units available for persons who are homeless in order to continue the commitment to the Continuum of Care. Tn FY03, the City funded pro~iects that directly tie into the continuum. This includes DV]~P's Furniture Project program, Shelter House Coordinator and Deposit Assistance program. The City is looking for opportunities to develop new partnerships with non-profit agencies to create additional SRO units for persons who are homeless. In FY03 the City assisted local non-profits in applying for a renewal of the STAR supportive services grant which would be used to address a variety of homelessness issues. g. Other Actions The City consistently works with multiple community partners on the affordable housing projects. Currently offered are several programs that are designed to further the affordable housing goals set forth in the c~-rY STEPS Plan. Examples of these programs include the Combination Mortgage Rehabilitation Program, the General Obligation Bond program, code review and the reduction of regulatory measures. The City has made available general obligation bonds to a non-profit developer to build affordable housing. The City actively reviews the City's zoning and building code to promote and eliminate barriers for affordable housing. Tn August of 2002, the building code was amended to require that all new housing construction receiving public funds be constructed using universal design features that provide accessibility for all. Currently, the City is undergoing a review and re-write of the development code that is scheduled to be completed in FY04. These strategies attempt to deal with issues of maintaining housing affordability, eliminating barriers to affordable housing, coordinating comprehensive planning requirements and addressing underserved needs. The Towa City Housing Authority operates various home ownership programs. The programs include the Section 8 Homeownership Program, a Tenant to Owner program and the Affordable Dream Home Program that is open to all households under 80% of median income. Tn these programs the local banks finance the mortgages and in some cases the City provides the necessary gap financing to lower the monthly payments to levels affordable to the individual households. In addition, the Towa City Housing Authority is also operating a Family Self-Sufficiency Program that is designed to build assets by assisting families who want to move to higher income levels and become economically self- sufficient. The FSS Program helps to identify and remove barriers to economic sufficiency and connects participants with TCHA leveraged resources and existing community resources. The coordination of services combined with an escrow savings account promotes increased earnings and asset building among families receiving housing assistance. At the end of FY03, 160 households were participating in the Family Self-Sufficiency program. Of these approximately 80% have escrow accounts established with an average monthly deposit of $200.00 per month and an average balance of $2,000.00. The original HUD mandated number of FSS graduates was 83. This mandated number has been reduced to 18 due to 67 successful program graduates since the program inception in August of 1999. Of these graduates, 24 have moved to homeownership and most of the remaining 43 graduates have reached full rent or left housing permanently. 13 In addition to the FSS Program, the ICHA also operates a Resident Opportunities and Self Sufficiency (ROSS), Program. We continue to graduate and admit additional residents on an ongoing basis, with a total of 163 referrals since June 2001. With an additional grant year ahead, this number far surpasses the grant goal of serving 130 residents over three years. The ROSS program provides ICHA families with the services of a Vocational Specialist that include: job seeking skills (interviewing, resume/application development, etc.); job/career exploration (researching different employment options, investigating requirements for self- employment start up, interest inventory); job development (initial employer contacts, facilitating follow up contacts) and employment support. In conjunction with the Self-sufficiency Programs the ICHA has offered a series of free computer classes that included giving away donated computers. Also offered was a series of budgeting and credit classes. To address the transportation issues the ICHA ROSS program developed a "Bike to Work" Program that resulted in 7 participants that have received bicycles and safety helmets. Further, the ICHA acting as a referring agency and case manager for the Goodwill "Wheels to Work" program has resulted in over thirty families that have received donated cars. In FY03 the Housing Rehab program applied for FHLB funds for the comprehensive rehab program; however it was not funded in the spring round due to a high number of projects considered by the FHLB. The Housing Rehabilitation Office will apply again for FHLB funds in FY04. In addition to the grant funded programs the Housing Rehab office also oversees the administration of the Salvage Barn, which recycles usable building materials, and the Small Business Assistance program that provides start up funds to very small contractors. One new program started in FY02 was the Targeted Area Rehabilitation Program (TARP) using GO Bond funds. This rehabilitation program targets homeowners between 81%-110% of median income that are in need of repairs and are located within one of the four neighborhoods approved for this program, but homeowners earning less than 80% of median income may also participate if they meet the program guidelines. In FY03, three TARP projects were completed at a total cost of over $150,000. TARP did assist several households under 80% median income in FY03, which compliments our federally funded housing rehab programs. For FY04 the City Council increased the amount of funding for the TARP program to $200,000 per year. h. Leveraging Resources The City has been active in encouraging applicants and subrecipients to obtain other public and private resources. In FY03 the amount of leverage, for projects that were funded this year was estimated to be $3,205,138 in other public and private funding. In total the City's CDBG and HOME program entitlements were leveraged by a 1:1.81 basis with other public and private funding. The HOME program matching requirements are discussed under the HOME section of this report. i, Citizen Comments Notices regarding the availability of the CAPER report and the public hearing were published in the ]~owa City Press-Citizen on August 18, 2003. Copies of the CAPER were available for public review at the Iowa City Public Library and at the Civic Center. A 30-day public comment period was held from August 18 to September 18, 2003. In addition, the Housing and Community Development Commission held a public hearing on September 18, 2003. Summaries of the comments received on this CAPER report are included in Appendix 5. j. Self-Evaluation The overall goal of the Consolidated Plan (CITY STEPS) is to develop a viable community by providing decent housing, a suitable living environment, and expanding economic development opportunities principally for Iow and moderate income persons. This goal is consistent with the Comprehensive Plan approved by Council. The City views CITY STEPS as a tool to implement goals and objectives of the Comprehensive Plan by using 14 federal, state and local funds. The Comprehensive Plan is a document that attempts to promote and encourage affordable housing in all neighborhoods in ]~owa City. The activities funded during FY03 are making an impact on needs and strategies identified in cI-FY STEPS. This impact is recognized from the number of persons directly and indirectly benefiting from the activities in the FY03 Annual Action Plan. The largest barrier to fully meeting community needs is insufficient funding. The City has estimated within the C1TY STEPS plan that it would need to receive over 20 times its current funding level to address all of the identified needs. Limited funding has a negative impact on fulfilling the strategies and goals in C1TY STEPS. Unfortunately, the CDBG, HOME and ESG funding sources made available to the City have decreased over the last few years. The City's CDBG, HOME, ESG and other federal programs are on schedule with implementation, completion and expenditure of funds. Tn FY03 the City of Towa City had a good year regarding the expenditure of funds and completion of projects. The overall total of expenditure (CDBG and HOME funds) was $2,086,225.49. This year the City and its partners were able to expend $946,259.65 in CDBG funds (an amount equal to 99.6% of our total FY03 CDBG allocations - entitlement, program income and carryover). This sustained CDBG expenditure rate, especially over the last three program years, has enabled us to significantly decrease the amount of funds in our CDBG letter of credit and lowers our timeliness ratio. Tn the HOME program we dispersed $1,139,965.84 (an amount equal to 160% of our FY03 HOME allocation) This expenditure rate shows that we were successful in reducing the amount of HOME funds in our letter of credit. Tn addition, we administered approximately $105,000 in State ESG funds to five local human service agencies. The City of Iowa City' s 2001-2006 Consolidated Plan that was adopted by the City Council on December 7, 1999 and amended in FY02 to allow for a larger amount of CDBG funds to be utilized for economic development. No changes were approved by the City Council in FY03. The overall assessment of the City's Consolidated Plan and Action Plan is that they reflect the actual needs and priorities of the community as a whole. Funding is being directed to the four major priorities of the plan to address the community desire to encourage and support families and individuals in achieving their highest degree of self-sufficiency. 15 Section 2 Community Development Block Grant Narrative Statements 16 Section 2: Community Development Block Grant Narrative Statements a, Relationship of the use of CDBG funds to the priorities needs, goals, and specific objectives identified in the Consolidated Plan. The attached Table 1 shows the CDBG projects by category, priority need level, number of persons or households served, and the amount of CDBG funds expended. b. Description of the nature and reasons for changes in program objectives and how a jurisdiction would change its programs as a result of its experiences. The City of Iowa City did not incur any changes in program objectives during FY03. c. Assessment of efforts in carrying out planned activities. To date, the City has been successful in carrying out planned activities on schedule. 1) The City assisted and encouraged agencies to pursue outside funding, as indicated in the Consolidated Plan, a.k.a. CTi-Y STEPS. For instance, the City prepared Federal Home Loan Bank applications for the Housing Rehabilitation program and assisted in the preparation of a supportive services grant renewal (STAR) application. The City again provided technical assistance to non-profits for the preparation of grant proposals to the ]Iowa Finance Authority, Iowa Department of Economic Development and the Federal Home Loan Bank. Greater Towa City Housing Fellowship used both private mortgages Acquisition and Rehab program. 2) The City also provided certifications of consistency for HUD programs, when requested by other entities. 3)The City did not hinder the implementation of CTTY STEPS by action or willful inaction. d. Meeting National Objectives The CDBG funds were used exclusively for benefiting Iow and moderate-income persons, which is one of the three national objectives. e. Narrative that identifies the activities involving acquisition, rehabilitation or demolition of occupied real property. None of the CDBG funded activities involved the acquisition or demolition of occupied real property. However, the City Rehabilitation Program and the Elderly Services Agency Small Repair Program involved rehabilitation of occupied real property. Each of the two programs set up meetings with the contractor and occupant to describe the project being undertaken and to take steps to minimize the amount of displacement resulting from the construction. None of the occupants were displaced due to the CDBG funded rehabilitation activities. f. Economic Development Projects The CDBG Economic Development Fund was started in FY03 with $147,900. in FY03 there were seven applications requesting $325,738. The City approved four applications for CDBG funding, one application was not recommended for funding and two applications were withdrawn. Of the four projects approved for funding, three of them are currently underway and one was cancelled due to the business being unable to secure additional financing. The projects that are underway will be creating 17.5 FTE jobs. 17 Limited Clientele Activities Activities were undertaken by five agencies that served a limited clientele that did not fall within one of the categories of presumed limited clientele Iow and moderate-income benefit. All five agencies ask persons to document their household income at the time of entry into a program. Limited clientele benefit was documented through income verifications 24 CFR 570.208(a)(2)(B). lit is important to note that at each agency, nearly 100% of those assisted were Iow to moderate-income households. 1. The DVIP - Furniture Project provided furniture to persons who were formerly homeless or Iow- income. 2. United Action for Youth (UAY) offered programs to primarily Iow-income youth in Iowa City, many of which were referred by other agencies that serve Iow-income residents. 3. MECCA provided services to assist Iow-income residents in need of comprehensive substance abuse prevention and treatment programs. 4. Neighborhood Centers of .]ohnson County provided licensed childcare and after school programming to Iow income families at two locations within Iowa City. 5. Crisis Center provided nutrition services and emergency food to Iow-income residents. Program Tncome Narrative Program income was received from two sources, rehabilitation loan repayments and payoffs from previous years' projects and other capital income. Other income includes loan repayments for Public Facility improvement projects carried out in previous year, as well as miscellaneous income from the sale of planning and other documents. a) Program Income 1. Total program income reported in IDIS: $131,715.30' 2. Float-funded activities: N/A 3. Other loan repayments by category: See c.2. 4. Income received from sale of property: N/A Tota/ program income: $163,00S. 89 ($31,290.$9 reconciled balance plus $131,715.30) b) Prior Period Adjustments: Reimbursement made for disallowed cost: N/4 c) Loans and other receivables: 1. Float-funded activities outstanding as of end of the reporting period: N/A 2. Total number of loan outstanding and principal balance owed as of end of reporting period: Outstanding Rehabilitation Loans (owner-occupied & renta/) Total Number of Loans: 13 Principal Balance Owed: $ 68,544 18 Outstanding Pub/lc Facility Rehab Loans Total Number of Loans: 18 Principal Balance Owed: $ 1,950,683 [These loans range from 0 - 1% interest and for time periods of 3-20 years. They include loans made with Supplemental CDBG (Flood) funds.] Outstanding Depreciating Loans Total Number of Loans: 100 Principal Balance Owed: $ 2,213,417 [Most loans depreciate 10% a year over 10 years.] Outstanding Conditional Occupancy Loans Total Number of Loans: 177 Principal Balance Owed: $2,959,996 /-These loans are repaid when a home is sold or, in the case of Public Facilities, when the facility no longer serves low/moderate income persons.] 3. Parcels acquired or improved with CDBG funds that are available for sale as of end of reporting period: N/A 4. Number and amount of loans in default and for which the balance was forgiven or written offduring the reporting period: N/A 5. Lump sum drawdown agreement: N/A Description of rehabilitation programs and the number of projects/units completed, total CDBG funds involved and other public and private funds involved. Elder Services, Inc. (ESI) Small Repair Program assists homeowners who are elderly or disabled and need small repairs to their homes. ESI made health and safety repairs to 59 households using $40,000 in CDBG funds. ESI used approximately $5,000 in additional private or public funds to complete these projects. The Iowa City Housing Rehabilitation Program completed 20 projects using $183,969.16 in CDBG funds. The Rehabilitation Program offers five different programs to Iow-income homeowners. They include the Emergency Repair Assistance Program, Manufactured Home Repair Program, Exterior Repair Program, Residential Accessibility Program and the Comprehensive Home Rehabilitation Program. In FY03 the Housing Rehabilitation program also worked on issues related to the HUD required Lead Based Paint regulations. For statistical information please see the Housing Rehabilitation Report in Section 5E. The Iowa City Rehabilitation Program uses CDBG funds, HOME Investment Partnership funds and General Obligation Bond funds. 19 TABLE 1 PRIORITY NEEDS PRIORITY DESCRIPTION OF NUMBER OF AMOUNT PROJECT CATEGORY & NEED ACTIVITIES PERSONS (P) OF CDBG STATUS PROJECTS LEVEL OR FUNDS HIGH, HOUSEHOLDS EXPENDED MEDIUM, (H) SERVED LOW :Elder Services Inc. H The Small Repair 59(H) $40,000 Completed I- Small Repair Program assists I Program elderly households with small repairs to their home. Emergency Housing H Funding for persons 73(H) $5,000 Completed Project - Deposit needing deposit ,:Assistance Program assistance to move to )ermanent housing / City of Iowa City - H ~Housing rehabilitation 20(H) $183,96~ ON-GOING Housing Rehab for owner-occupied PROGRAM Program housing units. Emergency Housing H Funding for 1 FTE 585(P) $18,000 Project - Shelter provide greater shelter Coordinator availability Domestic Violence H Distribution of furniture 133(H) $4,500 Completed ntervention to Iow-income Program - Furniture households. ect Neighborhood H Fencing for child care 1,173(P) $24,261 Underway Centers of Johnson programs, window County - Facility replacement, painting, Rehabilitation and playground · )merit $225,000. Completed United Action for H Purchase space in 2,642(P) Youth - Facility downtown Iowa City to Acquisition expand services Crisis Center- H Expand food bank 1,811(H) $66,555 Underway Food Bank area for increased Warehouse storage and efficiency / Wesley Foundation H Renovation of 31,200(P) $38,778 ! Completed - Facility bathrooms to increase Duplicated Rehabilitation accessibility Ilowa City Free H Funds position to 340(P) $18,000 Completed Medical Clinic - assist very Iow income Case Management clients 2O IEIder Services Inc. ~H Assisted persons who 1,289(P) $62,063 Completed are elderly or have a disability United Action for M IOperational expenses 2,642(P) $23,475 Completed Lo th I for services to youth MECCA H Operational expenses 2,891(P) $19,462 Completed ' for services to persons with substance abuse Englert Theatre M Partial match for CAT 0 0 Underway Institute grant, leading to complete renovations of theatre for Social H Conduct two micro- 0 0 underway and Economic enterprise training Development classes targeting Iow- moderate income and Spanish-speakers The Rack H Open restaurant 0 0 Underway specializing in BBQ CDBG Admin. & NA Program Planning administration as per ! HUD regulations ~ Contingency NA I Unbudgeted expenses NA $3,498 NA 2! Section 3 HONE Investment Partnerships Program Narrative Statements 22 Section 3: HOME Investment Partnerships Program -- FY03 Annual Report (A) An analysis of the extent to which HOME funds were distributed among different categories of housing needs identified in Iowa City's Consolidated Plan (CITY STEPS) Iowa City's Consolidated Plan (a.k.a. CITY STEPS) identifies four areas relating to affordable housing activities (pp. 93-94). These objectives were designed to provide a diversity of choices for the City, non- profit organizations and private developers to pursue in providing affordable housing options for all income groups. The four objectives are as follows: 1. Rental Assistance 2. Production of New Units 3. Rehabilitation of Old Units 4. Acquisition of Existing Units During FY03 the HOME program funded both public and private organizations undertaking a variety of housing activities. Below is a description of the projects undertaken in FY03. Integrated Disbursement and Information System (IDIS) numbers have been assigned to each project for the purposes of national tracking. These HUD numbers are identified for each project described below. IDIS reports on all of Iowa City's activities are included in Section 5 of this annual performance report. Rental Assistance In Iowa City there are approximately 1149 Section 8 Vouchers, as well as 95 units of public housing. Because of the very active housing market in Iowa City, rents are among the highest in the State of Iowa. Because of these high rents there is an ever-present need for additional rental assistance. The waiting list has approximately 1700 families with a projected wait of 9 to 12 months. In addition, there is also a waiting list for public housing units. At the end of the fiscal year, the public housing units had a 96% occupancy rate and Section 8 had occupancy of 100%. Produ~ion of New Units Due to a shortage in units affordable to very Iow-income persons in Iowa City, several projects were funded for the production of new units. In FY03, both rental and owner-occupied housing projects were started or continued. In FY01, Mid-Eastern Iowa Council on Chemical Abuse received $118,650 for a twelve-unit apartment building that would provide transitional housing to substance abuse clients that require long term support services. This project started in late FY01 and was completed and $63,104.17 expended in FY03. In FY02, Greater Iowa City Housing Fellowship was awarded $623,467 to construct affordable rental housing on the Peninsula. Due to a delay with the developer the project has been pushed back to completion in August 2004. The project is in the design stage and the land has been purchased. Construction on the 16 units of affordable housing is expected to begin in December 2003 as a partnership between the Iowa City Housing Authority and Greater Iowa City Housing Fellowship. In FY03, a total of $149,685.54 was spent. GICHF was also awarded $220,000 in FY03 for the Longfellow project, which is a collaboration between GICHF and the Iowa City Housing Authority which will build 20 units of housing (6 rental and 14 units for homeownership). In FY03, land was purchased and design was started. The Longfellow project spent $220,000 in FY03 for land acquisition. 23 GICHF has another homeownership project focusing on their Community Land Trust concept. This affordable homeownership program was awarded $102,000 for the development of four units. To date, $39,800 was expended for the purchase of real estate. Habitat for Humanity was awarded $30,000 in FY03 for a homeownership project targeting a household with disabilities. Habitat received a donation of a house from a local non-profit agency. HOME funds were used by Habitat to purchase a lot for the donated house. Habitat completed the purchase of the lot in FY03 and spent $30,000. The home was substantially completed in FY03 and will be dedicated in July 2003. Garden Prairie Limited Partnership is a proposed Low Tncome Housing Tax Credit (LTHTC) project being developed by a for-profit. Funds amounting to $301,200 were awarded in FY03 for the acquisition of duplex lots. In FY03, $277,769.30 was expended. Garden Prairie Limited Partnership was unsuccessful in obtaining LIHTCs from the State of Towa in the 2003 round. They will be making an application for this project in the 2004 round. Rehabilitation of Old Units The City of Iowa City has an effective housing rehabilitation program that has been assisting Iow-income homeowners for over 25 years. Due to the high cost of housing, the rehabilitation and maintenance of existing housing is one of the most cost-effective and efficient means of ensuring a safe, decent housing stock. Over the last five years nearly all of the rehabilitation projects have targeted homeowners. Due to an effective rental inspection program, and low interest rates, there have not been any requests from landlords for rental rehabilitation assistance. The FY03 Housing Rehabilitation Program budget comes from the Community Development Block Grant (CDBG) program, revolving loan income and HOME. In FY03, $100,000 in HOME funds were available for approximately four projects. In FY03, $13,016.41 was spent on two projects that are currently underway. Funding is committed to one more project and one project is pending. Acquisition of Existing Units This objective is two-fold; conversion of units to affordable rentals and homebuyer assistance. Due to the high cost of higher density land the construction of affordable housing for non-profits is sometimes not possible. To assist non-profits in building inventories of affordable housing, the City has supported an acquisition and rehabilitation program. Also, many of the affordable units for homebuyers are existing, older units so the City supports a homebuyer assistance program funded by CDBG. GICHF, a CHDO, completed the FY00 acquisition and rehabilitation program. GTCHF purchased and rehabilitated single family housing units to be used for rental housing. During FY03, GTCHF expended $84,523.00 in City HOME funds. Hawkeye Area Community Action Program, a CHDO, was awarded $144,000 to acquire units for its family transitional housing program that would replace existing units (lead-based paint or obsolete mobile homes). HACAP purchased three units thus completing the project and expended $144,000. Hawkeye Area Community Action Program, a CHDO, was also awarded $34,400 in HOME funding to purchase a single-family unit on Douglass Court that was being donated to HACAP for transitional housing. The home on Douglass Court was purchased and all $34,400 was expended. in FY01 the City took over the administration of the Downpayment Assistance Program (DAP). City staff completed the project this year and a total of $29,797.93 in HOME funds were expended. This project assisted seven homebuyers and leveraged $463,240 in private mortgages in FY03. 24 Summary The City of Towa City expended a total of $1,139,965.84 (including administration) in City HOIvlE funds in FY03 for the variety of housing projects outlined above. Ail of the projects address the objectives of the C1TY STEPS Plan. Below is a table showing the current HOME projects and those having activity in FY03. 25 FY03 HOME PROGRAM PRO.1ECTS ZNCLUDi'NG PRZOR YEAR CARRYOVERS TABLE 2 PRIORITY PRIORITY DESCRIPTION OF ACTIVITIES AMOUNT OF PROJECT NEEDS NEED HOME FUNDS STATUS CATEGORY & LEVEL EXPENDED IN PROJECTS HIGH, FY03 MEDIUM, LOW Garden Prairie H Purchase land and construct 10 units $277,769.30 Underway LP - Affordable of affordable rental housing Rental Units Greater Iowa H\M Acquisition of land to construct 20 $220,000.00 Underway City Housing units of affordable rental and owner- Fellowship/Iowa occupied housing in Longfellow City Housing Manor Authority Greater Iowa M Lot acquisition for construction of $39,800.00 Underway City Housing affordable homes Fellowship - 'Affordable Homeownership Hawkeye Area H Purchase Douglass Ct. property for $34,400.00 Complete Community transitional housing Action Program - Property Acquisition Hawkeye Area H Purchase 3 properties for transitional $144,000.00 Complete Community housing use Action Program - Transitional Housing Habitat for H Acquisition of land to construct one $30,000.00 Complete Humanity affordable home for a household with disabilities Greater Iowa H Construction of 16 new units in a $149,685.54 Underway City Housing neo-traditional residential Fellowship- development (Peninsula project) Affordable Rental Units (FY02) MECCA- H Construction of 12 units of transitional $63,235.17 Completed Transitional housing Housing (FY01) GICHF H Purchase and rehab of units for $84,523.00 Completed Acq\Rehab affordable rental housing (FY00) Downpayment M Downpayment assistance and closing $29,797.93 Completed Assistance costs for 7 homebuyers (FY96) 26 Housing M Comprehensive rehabilitation for $13,016.41 Underway Rehabilitation ~wner-occupied housing units. Four Program units will be completed. Program available city-wide Administration (all N~A Administration of the HOME Program $53,869.49 On-going years) according to HUD regulations. (B) A repor~ on match contributions made during FY03 The City of Zowa City has detailed the match contributions to the HOME program on HUD form 40107-A as required, please see the report at the end of this section. The City of Iowa City's 2003 fiscal year for calculating match was July 1, 2002 to June 30, 2003. In addition, the report on match liability from HUD's TDTS system is also included within this section. HONE match contributions for this year were generated through contributions of forgone taxes for one property owned by Greater Zowa City Housing Fellowship and donated construction materials to Habitat for Humanity for their Court Street house. During FY03 a total of $ 44,719.51 in match is reported. The City of Iowa City started the year with $1,269,639.48 in excess HOME match. Added to the HONE match contribution of FY03 our total HOME match amount is $1,3~.4,358.99. In FY03 our HOME match liability was $176,335.46. This leaves a carryover into the next fiscal year of $1,138,023.53. As such, no problems are anticipated in meeting HUD's HOME match requirements for the foreseeable future. In FY04 we anticipate that additional HOME match will be generated by through several activities (e.g. tax forgiveness, volunteer labor, donated services and land). (¢) HOI~IE Participating Jurisdictions (PJs) should submit Part III of HUD Form 40107 to r~port contract~ and subcontracts with/Vlinority Busine~ Enterprises (/~IBEs) and Women'~ Busine~ Enterprises (WBEs) The City of Iowa City has completed the required HUD Form 40107 (see the report at the end of this section). The City staff is responsible for monitoring compliance with contracting procedures. The staff assists City departments and subrecipient agencies which are responsible for implementing projects to solicit WBE, MBE and small business participation in all CDBG and HOME projects. The City of Iowa City regularly recruits businesses owned by women and people of color. In addition, staff maintains a current listing of all such qualified business located in the Iowa City area and in eastern ~owa (i.e. east of Des Moines). These businesses are identified from directories distributed by HUD, MBDA, SBA, IDED and recognized interest groups representing women and people of color. Depending on the services or skills needed for a particular project, this listing will serve as a direct solicitation list above and beyond the normal public advertising requirements. (D) The results of on-site inspections of affordable rental housing assisted under HOME and an assessment of the HOME jurisdiction's affirmative marketing actions and outreach to minority and women owned businesses On-Site Znspections The City of Iowa City has an existing rental inspection program that inspects every rental unit in the community every two years. Properties that are in compliance with local codes (more strict than Housing 27 Quality Standards) are issued a rental permit. All HOME assisted properties are subject to this inspection cycle and various informal, on-site inspections made by the Community Development Division staff throughout the year. In addition, if any of the tenants are receiving Section 8 assistance the Iowa City Housing Authority also inspects the properties. Results of inspections are written and corrective actions noted in individual property files. These files are stored and maintained by the Department of Housing and Inspection Services (HIS). It is HIS's responsibility to oversee all rental inspections and insure that rental units are in compliance with all requirements. In addition, Community Development staff make periodic visits to HOME assisted properties. Affirmative Marketing As required by HUD, the City of Iowa City and its subrecipients (public and private) follow affirmative marketing rules. The City's Affirmative Marketing Plan is attached in Appendix 1. Both public and private subrecipients of HOME funds are also required to follow the affirmative marketing requirements in 24 CFR 92.351. City staff reviews these efforts during annual monitoring visits. An evaluation of these efforts shows that both the City and its subrecipients have met HUD requirements. In 1998 the City standardized a reporting form for affirmative marketing efforts and statistics (see Appendix 2). This reporting form was updated in July of 2002 to reflect the new race and ethnic categories established by HUD (effective 10/1/02). All recipients participating in CDBG or HOME funded programs use this document. In FY03, there were a total of 18 HOME assisted rental units (15 two bedroom & 3 three bedroom units) that became available for lease. Mid-Eastern Council on Chemical Abuse (MECCA) leased twelve units, HACAP leased four and GICHF leased 2. The following table represents how many households applied to these three programs for rental units. For GICHF, MECCA, and HACAP their applicant pool consists of all housing units they manage. GICHF manages 93 units housing 305 persons. HACAP manages 36 units and MECCA manages 12 units. Race \ Number of Applicant ,-~nn,c,ef r~ouseno,as r~,spamc r:~nnl¢l~ American Indian 2 1 American Indian/African- 0 0 American American Indian/White 0 0 Asian 0 0 Asian & White 0 0 African-American 164 0 African-American/White 0 0 Native Am\Pacific Tslander 0 0 White 86 6 Multi-Racial 2 0 Total Applicants 254 7 2000 Population White African-Am Hispanic Asian Native American (For Reference) Iowa City 87.3% 3.75% 2.95% 5.7% .3% Population 28 Of the 254 applicants, 65% were African American, and 3% identified themselves as Hispanic. The percentage of minorities applying for HOME assisted units in FY03 is higher when compared to a representation of the total Towa City population. Tt appears that affirmative marketing efforts and outreach to minority households is working. Last year, it was evident that the City and its recipients were doing a good job at affirmative marketing, however it appeared that minority households were not secudng HOME assisted units as successfully as white households. Due to concerns raised last year, each recipient has provided the number of persons assisted program wide separated by race. The results are summarized below: MECCA HACAP GICHF Total of 139 (12 Units) (36 Units) (93 Units) leased units 35 leased as 92 leased as Breakdown of of 6/30/03 of 6/30/03 Tenant by Race African 3 24 45 52% American White 9 9 41 42% Hispanic I 2 2% Multi-racial 1 American 4 3% Tndian Tn the last quarter of FY03, GTCHF received 74 applications, 49 were placed in the applicant pool. 25 applicants did not meet their tenant selection criteria. Reasons for denial included incomplete application, no police record attached (11), poor rental history (9), criminal background (4), and no income/no Section 8 (1). Of the denied applicants, 23 were African American households and 2 were White households. HACAP does not keep a log of denials by race but stated most denials are due to the household being over the income threshold, refusal to be involved with a program requiring weekly in-home counseling, unable to qualify for Section 8 housing if required, and failure to follow through with information after the original application. MECCA reports similar denial reasons as a condition of occupancy is the tenant's required participation in MECCA's substance abuse programs. Due to the nature of MECCA's programs, many applicants have criminal histories due to substance abuse that prevents the applicant from occupying a Section 8 unit. Based on the information presented above, the City of Iowa City and its subrecipients have done a good job in affirmative marketing. We will continue to take every opportunity to affirmatively market housing to minority and Iow income households. 29 HOME Match Reportu.s. Department of Housing and Urban Development OMB Approval No. 2506-0171 Office of Community Planning and Development (exp. 03/31/2005) Match Contributions for Part I Participant Identification Federal Fiscal Year (yyyy) 1. Padicipant No. (assigned by HUD) 2. Name of the Participating Jurisdiction ! 3 Name o Con act (person completing this repotD M-02-MC-19-0205 City of Iowa City ~= Steven Nasby, Community & Economic Dev. Coordinate 5. Street Address of the Pariicipating Jurisdiction 4. Contact's Phone Number (include area code) 410 E. Washington Street 319-356-5248 6. City 7. State 8. Zip Code Iowa City IA 52240 Part II Fiscal Year Summary 1. Excess match from prior Federal fiscal year $ 1,269,639.48 2. Match contributed during current Federal fiscal year (see Part 111.9.) $ 44,719.51 3. Total match available for current Federal fiscal year (line 1 + line 2) $ 1,314,358.99 4. Match liabilily for current Federal fiscal year $ 176,335.46 5. Excess match carried over to next Federal fiscal year (line 3 minus line 4) $ 1,138,023.53 Pad Ill Match Contribution for the Federal Fiscal Year 7. Site ...... Preparation,r ........ , 1. Project No. 2. Date of 3. Cash 4. Foregone Taxes, 5. Appraised 6. Required ~.onstruction Materials 8. Bond 9. Total or Other ID Contribution aon-Federal sources) Fees, Charges Land / Real Properly infrastructure Donated labor Financing Match (mm/dd/yyyy) GICHF '00 Acq-Rehab 01/13/2003 $40,894.51 $40,894.5 Habitat - Court Street 06/30/2003 $3,825.00 $3,825.(~ page 1 of 4 pages form HUD-40t07-A (12/94) Annual Performance Report u.s. Department of Housing OMB Approval NO. 2506-0171 and Urban Development (exp. 03/31/2005) HOME ProgramOffice of Community Planning and Development Public reporting burden for this collection of information is estimated to average 2.5 hours per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of inlormation. This agency may not conduct or sponsor, and a person is not required to respond to, a collection of information unless that collection displays a valid OMB control number. The HOME statute imposes a significant number of data collection and reporting requirements. This includes information on assisted properties, on the owners or tenants of the properties, and on other programmatic areas. The information will be used: 1) to assist HOME participants in managing their programs; 2) to track performance of participants in meeting fund commitment and expenditure deadlines; 3) to permit HUD to determine whether each participant meets the HOME statutory income targeting and affordability requirements; and 4) to permit HUD to determine compliance with other statutory and regulatory program requirements. This data collection is authorized under Title II of the Cranston-Gonzalez National Affordable Housing Act or related authorities. Access to Federal grant funds is contingent on the reporting of certain project-specific data elements. Records of information collected will be maintained by the recipients of the assistance. Information on activities and expenditures of grant funds is public information and i$ generally available for disclosure. Recipients are responsible for ensuring confidentiality when public disclosure is not required. This form is intended to collect numeric data to be aggregated nationally as a complement to data collected through the Cash and Management Information (C/MI) System. Participants should enter the reporting period in the first block. The reporting period is October 1 to September 30. Instructions are included for each section if further explanation is needed. I This report is for period (mm/dd/yyyy) Date Submitted (mm/dd/yyyy) Submit this form on or before December Send one copy to the appropriate HUD Field Office and one copy to: Starting Ending HOME Program, Rm 7176, 451 7th Street, S.W., Washington D.C. 20410 07/01/2002 06/30/2003 08/14/2003 Part I Participant Identification 1. Participant Number 2. Participant Name M-02-MC-19-0205 City of Iowa City, Iowa 3. Name of Person completing this report Phone Number (Include Area Code) Steven Nasby, Comm. & Economic Dev. Coordinator 319-356-5248 5. Address 6. City 7. State 8. Zip Code 410 East Washin,qton Street iowa City Iowa 52240 Part II Program Income Enter the following program income amounts for the reporting period: in block 1, enter the balance on hand st the beginning; in block 2, enter the amount generated; in block 3, enter the amount expended; and in block 4, enter the amount for Tenant-Based rental Assistance. 1. Balance on hand at Beginning 2. Amount received during 3. Totalamount expended 4. Amount expended for Tenant- 5, Balance on hand at end of of Reporting Period Reporting Period during Reporting Period Based Rental Assistance Reporting Period (1 + 2 - 3) = 5 $0 $72,995.37 $72,008.00 $0 $987.37 Part III Minority Business Enterprises (MBE) and Women Business Enterprises (WBE) In the table below, indicate the number and dollar value of contracts for HOME projects completed during the reporting period. Minority Business Enterprises (MBE) a, Total b. Alaskan Native or c. Asian or d. Black e. Hispanic f. White A. Contracts 1. Number 2* 2* 2. Dollar Amount $409,522 $409,523* B. Sub-Contracts 1. Number 2. Dollar Amount C. Contracts 2** n\a n\a 1. Number 2. Dollar Amount D. Sub-Contracts 1. Number 2. Dollar Amounts page I of 2 form HUD-40107 (11/92) Part IV Minority Owners of Rental Property In the table below, indicate the number of HOME assisted rental property owners and the total dollar amount of HOME funds in these rental properties assisted during the reporting period. Minority Property Owners ; ~ : a. Total b. Alaskan Native or c. Asian or d. Black e. Hispanic f. White American Indian Pacific Islander Non-Hispan,c Non-Hispanic 1. Number 2. Dollar Amount Part V Relocation and Real Property Acquisition Indicate the number of persons displaced, the cost of relocation payments, the number of parcels acquired, and the cost of acquisition. The data provided should reflect only displacements and ac( uisitions occurring during the reporting period. a. Number b. Cost 1. Parcels Acquired 12' $241,197.93 ** 2. Businesses Displaced 0 3. Nonprofit Organizations Displaced 0 4. Households Temporarily Relocated, not Displaced 0 Minority Business Enterprises (MBE) Households Displaced a. Total b. Alaskan Native or c. Asian or d. Black e. Hispanic f. White American Indian Pacific Islander Non-Hispanic Non-Hispanic 5. Households Displaced - Number 0 0 0 0 0 0 6. Households Displaced - Cost 0 0 0 page 2 of 2 form HUD-40107 (11/92) Section 4 Section 3 Reporting 3O Section 4: Section 3 Reporting -- FY03 Annual Report The City of Iowa City makes every effort to encourage subrecipients to use Section 3 businesses and to hire Section 3 qualifying persons when applicable. Section 3 language is included in all HOME and CDBG contracts, regardless of amount. Section 3 regulations are required when any construction contract or project is awarded more than $100,000 in CDBG and HOME funds. The City attempts to promote the use of Section 3 employees and, in fact, has a program in place that would encourage such businesses to apply for and participate in City funded work. Small Business Assistance Loans are available to owners of small businesses with five or less employees who participate in Community Development or Housing Rehabilitation projects. The maximum amount of the loan is $1,000 at 0% interest for one year. The owner's personal gross income may not exceed 80% of the median for Iowa City. In addition, the City will provide up to 50% of the cost of tuition for a training program at Kirkwood Community College or other appropriate training center. This assistance is only available to small business owners whose gross family income falls below 80% of median for Iowa City, and who have a proven need for the training. Recipients and contractors working on projects requiring Section 3 compliance should undertake the following activities: a) Attend a pre-construction technical assistance and informational meeting with the City staff to review Section 3 requirements. b) Notify Section 3 residents and businesses about employment opportunities. c) Notify the Iowa City Public Housing Authority about job opportunities for pubtic housing residents and persons receiving Section 8 assistance. d) Notify potential subcontractors about Section 3 requirements e) Post notices at the job site regarding Section 3 employment opportunities. f) Meet guidelines for "new hires" and \ or contract awards. g) Document efforts to comply with Section 3 regulations. h) Complete HUD form 60002 on an annual basis. i) Refrain from contracting with non-complying firms. Community Development staff will attend all construction conferences to document Section 3 efforts. Staff will also be responsible for monitoring compliance with Section 3 requirements and will assist City departments and subrecipient agencies that are responsible for implementing projects. Where necessary, staff will solicit local business participation in CDBG and HOME projects. Community Development staff will ensure that all "good faith" efforts to achieve Section 3 goals are adequately documented. Further, staff will work with the Purchasing Agent and other appropriate City staff to ensure that local businesses are included on lists of bidders when direct solicitation is used or local businesses are made aware of CDBG and HOME projects being bid through advertisements published in local newspapers. In fiscal year 2003~ there were a total of three projects that required Section 3, they were: Crisis Center Food Bank $112,500 CDBG funds Garden Prairie L.P. - Rental Units $301~200 HOME funds GICHF Homeownership $102~000 HOME Funds In FY03, a total of $515,700 in CDBG and HOME funds was awarded to contracts that are required to utilize Section 3. In FY03 the only one of these three to bid a project and start construction was the Crisis Center Food Bank project. The other two projects are underway (land acquisition); however construction bids have not yet been solicited. In addition, the GICHF Peninsula project, a carryover from FY01, also purchased land in FY03, but will not bid any construction work until FY04. Please see the completed HUD 60002 forms on the following pages for further detail. 31 Section 3 Summary Report u.s. Department of Housing OMB Approval No. 2529-0043 and Urban Development (exp. 6/30/2004) Economic Opportunities for Office of Fair Housing Low- and Very Low-Income Persons and Equal Opportunity I HUD Field Office: i ] ~¢maha, [~E - R~g~n VII See back of page for Public Reporting Burden statement 2 Federalldentification: (contract/award no.) I 3 Dollar Amount of Award: I Recipient Name & Address: (street, city, state, zip) I B-02-M6- 19-0009 ~,000 City of Iowa City 14 ContactPerson: 5. Phone: (includeareacode) 410 E. Washington Street Steven ,asby s3~-"%~6-5248 6. Reporting Period: 7 DateReporlSubmitted: i o7/o,, oo -o6,3o,2oo3 '0;?,%003 8 ProgramCode:*; ; i (Useaseparatesheet 9. ProgramName: foreachprog ..... de)CommunitS Bevelopment Block Grant Entitlement Part I: Employment and Training (** Include New Hires in columns E & F.) Number of Number of New %ofAggregrateNumber ~ %ofTotaIStaffHours Number of Section3 Job Category New Hires Hires that are of Staff Hours of New Hires for Section 3 Employees Employees Sec. 3 Residents that are Sec 3 Residents ' and Trainees and Trainees Technicians Construction by Trade (List) Trade Trade Trade *Program Codes 3 = Public/Indian Housing 4 - Homeless Assistance 8 - CDBG-State Administered 1 = Flexible Subsidy A = Development, 5 - HOME 9 = Other CD Programs 2 - Section 202/811 B = Operation 6 = HOME-State Administered 10 Other Housing Programs C - Modernization 7 = CDBG-Entitlement form HUD-60002 (6/2001) Page1 of 2 ref 24 CFR 135 Part Il: Contracts Awarded 1. Construction Contracts: A. Total dollar amount of all contracts awarded on the project $ 325,990 ( 1 ) B. Total dollar amount of contracts awarded to Section 3 businesses $ C. Percentage of the total dollar amount that was awarded to Section 3 businesses % 0 D. Total number of Section 3 businesses receiving contracts 0 2. NomConstruction Contracts: A. Total dollar amount of all non-construction contracts awarded on the project/activity $ 523,400 (2) exc. admi n B. Total dollar amount of non-construction contracts awarded to Section 3 businesses $ 0 C. Percentage of the total dollar amount that was awarded to Section 3 businesses % 0 D. Total number of Section 3 businesses receiving non-construction contracts Part II1: Summary Indicate the efforts made to direct the employment and other economic opportunities generated by HUD financial assistance for housing and community development programs, to the greatest extent feasible, toward Iow- and very Iow-income persons, particularly those who are recipients of government assistance for housing. (Check all that appry.) Attempted to recruit Iow-income residents through: local advertising media, signs prominently displayed at the project site, contacts with community organizations and public or private agencies operating within the metropolitan area (or nonmetropolitan county) in which the Section 3 covered program or project is located, or similar methods. Participated in a HUD program or other program which promotes the training or employment of Section 3 residents. Participated in a HUD program or other program which promotes the award of contracts to business concerns which meet the definition of Section 3 business concerns. Coordinated with Youthbuild Programs administered in the metropolitan area in which the Section 3 covered project is located. Other; describe below. (1) Neighborhood Centers Rehab $34,490 (2) ED Fund Loan Pool $147,900 Crisis Center Food Bank $112,500 United Action - Acq $ 225,000 Wesley Fdn. Lower Level $39,000 DVIP Furniture Pro. $4,500 ESI Small Repair $40,000 Free Med Case Mgt $18,000 IC Housing Rehab $100,000 EHP Shelter Coor. $18,000 Aid to Agencies $105,000 *Only the Crisis Center project was over $100,000 and required Section 3. Public reporting burden for this collection of information is estimated to average 2 hours per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. This agency may not collect this information, and you are not required to complete this form, unless it displays a currently valid OMB control number. Section 3 of the Housing and Urban Development Act of 1968, as amended, 12 U.S.C. 1701 u., mandates that the Department ensure that employment and other economic opportunities generated by its housing and community development assistance programs are directed toward Iow- and very Iow- income persons, particularly those who are recipients of government assistance for housing. The regulations are found at 24 CFR Part 135. The information will be used by the Department to monitor program recipients' compliance with Section 3, to assess the results of the Department's efforts to meet the statutory objectives of Section 3, to prepare reports to Congress, and by recipients as a self-monitoring tool. The data is entered into a data base and will be analyzed and distributed. The collection of information involves recipients receiving Federal financial assistance for housing and community development programs covered by Section 3. The information will be collected annually to assist HUD in meeting its reporting requirements under Section 808(e)(6) of the Fair Housing Act and Section 916 of the HCDA of 1992. An assurance of confidentiality is not applicable to this form. The Privacy Act of 1974 and OMB Circular A-108 are not applicable. The reporting requirements do not contain sensitive questions. Data is cumulative; personal identifying information is not included. form HUD-60002 (6/2001) Page 2 of 2 ret 24 CFR 135 Section 3 Summary Report u.s. Department of Housing OMB Approval No. 2529-0043 and Urban Development (exp. 9/30/2004) Economic Opportunities for Office of Fair Housing Low- and Very Low-Income Persons and Equal Opportunity !HUD Field Office L]~maha, NE - Region VII i See back of page for Public Reporting Burden statement 1. Recipient Name & Address: (street, city, state, zip) 2! Federal Identification: (contract/award no) I 3 Dollar Amount of Award City of Iowa City ~M-[~2~H£-lq-~2~ i ~;714_nnn 410 E. Washington Street 4 ContactPerson: 5' Phone~(inCude area code) Iowa City, IA 52240 Stev~n Na~hv ~lC~-~R-~?4R J6. Reporting Period: ~ I 7. Date Report Submitted: i n7/nl,/?nn~- n~,/~n/~003I nR/~4/2003 8 Program Code: * !1 f°r each pr°gram c°de) i~(Use a separate sheet I 9 Program Name: 5, H[IMF Tnv~trn~nt- p~i-n~ships Prngram Part h Employment and Training (** Include New Hires in corumns E & F,) A NewBiresH C D E** F** Number of Number of New % of Aggregrate Numbe¢ % of Total Staff Hours Number of Section 3 Job Category Hires that are of Staff Hours of New Hires for Section 3 Employees Employees Sec. 3 Residents that are Sec. 3 Residents and Trainees and Trainees Technicians Construction by Trade (List) Trade Trade Trade *Program Codes 3 = Public/Indian Housing 4 = Homeless Assistance 8 - CDBG-State Administered 1 = Flexible Subsidy A - Development, 5 - HOME 9 = Other CD Programs 2 - Section 202/811 B = Operation 6 = HOME-State Administered 10- Other Housing Programs C = Modernization 7 - CDBG*Entitlement form HUD-60002 (6/2001) Page1 of 2 ref 24 CFR 135 Part I1: Contracts Awarded 1. Construction Contracts: A. Total dollar amount of all contracts awarded on the project $ .503. 200 ( '1 ) B. Total dollar amount of contracts awarded to Section 3 businesses $ C. Pementage of the total dollar amount that was awarded to Section 3 businesses % 0 D. Total number of Section 3 businesses receiving contracts 2. Non-Construction Contracts: A. Total dollar amount of all non-construction contracts awarded on the project/activity $ 428:400 (2) B. Total dollar amount of non-construction contracts awarded to Section 3 businesses $ 0 C. Percentage of the total dollar amount that was awarded to Section 3 businesses % 0 D. Total number of Section 3 businesses receiving non-construction contracts 0 Part II1: Summary Indicate the efforts made to direct the employment and other economic opportunities generated by HUD financial assistance for housing and community development programs, to the greatest extent feasible, toward Iow- and very Iow-income pemons, particularly those who are recipients of government assistance for housing. (Check all that apply.) Attempted to recruit Iow-income residents through: local advertising media, signs prominently displayed at the project site, contacts with community organizations and public or private agencies operating within the metropolitan area (or nonmetropolitan county) in which the Section 3 covered program or project is located, or similar methods. Participated in a HUD program or other program which promotes the training or employment of Section 3 residents. Participated in a HUD program or other program which promotes the award of contracts to business concerns which meet the definition of Section 3 business concerns. Coordinated with Youthbuild Programs administered in the metropolitan area in which the Section 3 covered project is located. Other; describe below. (1) GICHF Homeownership $102,000 (2) GICHF Longfellow $220,000 Garden Prairie LP $301,200 Habitat - Court St. $ 30,000 IC Housing Rehab $100,000 HACAP - Douglass St. $34,400 HACAP - Trans. Hsg. $144,000 *Please note that of the construction projects neither of the non-rehab projects have entered the construction phase yet. Only land acquisition in FY03. Public reporting burden for this collection of information is estimated to average 2 hours per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. This agency may not collect this information, and you are not required to complete this form, unless it displays a currently valid OMB control number. Section 3 ol the Housing and Urban Development Act of 1968, as amended, 12 U.S.C. 1701u., mandates that the Department ensure that employment and other economic oppor[unities generated by its housing and community development assistance programs are directed toward Iow- and very Iow- income persons, particularly those who are recipients of government assistance for housing. The regulations are found at 24 CFR Part 135. The information will be used by the Department to monitor program recipients' compliance with Section 3, to assess the results of the Department's efforts to meet the statutory objectives of Section 3, to prepare reports to Congress, and by recipients as a self-monitoring tool. The data is entered into a data base and will be analyzed and distributed. The collection of information involves recipients receiving Federal financial assistance for housing and community development programs covered by Section 3. The information will be collected annually to assist HUD in meeting its reporting requirements under Section 808(e)(6) of the Fair Housing Act and Section 916 of the HCDA of 1992. An assurance of confidentiality is not applicable to this form. The Privacy Act of 1974 and OMB Circular A-108 are not applicable. The reporting requirements do not contain sensitive questions. Data is cumulative; personal identifying information is not included. form HUD-60002 (6/2001) Page 2 of 2 ref 24 CFR 135 Section 5 Integrated Disbursement and Information Systems Reports 32 SECTION 5 (a) Summary of Accomplishments Report - CO4PR23 IDIS - C04PR23 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DATE: 08-14-03 OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT TIME: 13:44 INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM PAGE: 1 PROGP~ YED, R 2002 SLaY OF ACCOMPLISHMENTS IOWA CITY, IA COUNT OF CDBG ACTIVITIES WITH DISBURSEMENTS BY ACTIVITY GROUP & MATRIX CODE U~DERWAY ACTIVITIES COMPLETED ACTIVITIES PROGRAM YEAR TOTAL COUNT $ DISBURSED COUNT $ DISB~PRSED COUNT $ DISBURSED ACQUISITION/PROPERTY REI~TED Acq~/isition (01) 2 49,469.30 2 0.00 4 49,469.30 Disposition (02) 0 0.00 0 0.00 0 0.00 Clearance and Demolition (04) 0 0.00 0 0.00 0 0.00 Cleanup of Contaminated Sites/Brownfields (04A) 0 0.00 0 0.00 0 0.00 Relocation (08) 0 0.00 0 0.00 0 0.00 2 49,469.30 2 0.00 4 49,469.30 ECONOMIC DEVELOPMENT Rehab: Publicly/Privately Owned C/I (14E) 0 0.00 0 0.00 0 0.00 C/I Land Acquisition/Disposition (17A) 0 0.00 0 0.00 0 0.00 C/I Infrastructure Development (17B) 0 0.00 0 0.00 0 0.00 C/I Building Acquisition, Construction, Rehab (17C) 0 0.00 0 0.00 0 0.00 Other C/I Improvements (lTD) 0 0.00 0 0.00 0 0.00 ED Direct Financial Assistance to For-Profits (18A) 1 0.00 0 0.00 1 0.00 ED Direct Technical Assistance (18B) 0 0.00 0 0.00 0 0.00 Micro Enter~rise Assistance (18C) 1 3,469.49 1 0.00 2 3,469.49 2 3,469.49 1 0.00 3 3,469.49 HOUSING LOSS of Rental Income (09) 0 0.00 0 0.00 0 0.00 Construction of Housing (12) 1 0.00 0 0.00 1 0.00 Direct Homeownership Assistance (13) 0 0.00 0 0.00 0 0.00 Reha~: Single-unit Residential (14A) 2 183,969.16 2 40,000.00 4 223,969.16 Reha3~: Multi-Unit Residential (14B) 1 1,252.75 0 0.00 1 1,252.75 Public Housing Modernization (14C) 0 0.00 0 0.00 0 0.00 Rehab: Other Publicly Owned Residential Buildings (14D) 0 0.00 0 0.00 0 0.00 Energy Efficiency Improvements (14F) 0 0.00 0 0.00 0 0.00 Acquisition for Rehab (14G) 1 0.00 0 0.00 1 0.00 Rehab Administration (14H) 0 0.00 0 0.00 0 0.00 Lead Based Paint/Lead Hazard Test/Abatement (14I) 0 0.00 0 0.00 0 0.00 Code Enforcement (15) 0 0.00 0 0.00 0 0.00 Residential Historic Preservation (16A) 0 0.00 0 0.00 0 0.00 CDBG Operation and Repair of Foreclosed Property (19E) 0 0.00 0 0.00 0 0.00 5 185,221.91 2 40,000.00 7 225,221.91 PUBLIC FACILITIES/IMPROVEMENTS Public Facilities a~Td Improvements General (03) 2 86,555.00 1 38,777.75 3 125,332.75 Senior Centers (03A) 0 0.00 1 0.00 1 0.00 Centers for the Disabled/Handicapped (03B) 0 0.00 0 0.00 0 0.00 Homeless Facilities - Not Operating Costs (03C) 0 0.00 2 0.00 2 0.00 Youth Centers/Facilities (03D) 0 0.00 1 225,000.00 1 225,000.00 Neighborhood Facilities (03E) 0 0.00 0 0.00 0 0.00 Parks and Recreational Facilities (03F) 0 0.00 0 0.00 0 0.00 IDIS - C04PR23 U.S. DEPARTMENT OF HOUSING A~rD URBAN DEVELOPMENT DATE: 08 14-03 OFFICE OF COMMUNITY PLANNING AbrD DEVELOPMENT TIME: 13:44 INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM PAGE: 2 PROGRAM YEAN 2002 SUMM3~qY OF ACCOMPLISHMENTS IOWA CITY, IA COUNT OF CDBG ACTIVITIES WITH DISBURSEMENTS BY ACTIVITY GROUP & MATRIX CODE UNDERWAY ACTIVITIES COMPLETED ACTIVITIES PROGRAM YEAR TOTAL COUNT $ DISBURSED COUNT $ DISBURSED COUNT $ DISBURSED PUBLIC FACILITIES/IMPROVEMENTS (continued) Parking Facilities (03G) 0 0.00 0 0.00 0 0.00 Solid Waste Disposal Facilities (03H) 0 0.00 0 0.00 0 0.00 Flood and Drainage Facilities (03I) 0 0.00 0 0.00 0 0.00 Water/Sewer Improvements (03J) 0 0.00 0 0.00 0 0.00 Street Improvements (03K) 0 0.00 0 0.00 0 0.00 Sidewalks (03L) 0 0.00 0 0.00 0 0.00 Child Care Centers/Facilities for Children (03M) 3 31,768.64 0 0.00 3 31,768.64 Tree Planting (03N) 0 0.00 0 0.00 0 0.00 Fire Stations/Equipment (030) 0 0.00 0 0.00 0 0.00 Bealth Facilities (03P} 0 0.00 0 0.00 0 0.00 Facilities for Abused and Neglected Children (03Q) 0 0.00 0 0.00 0 0.00 Asbestos Removal (03R) 0 0.00 0 0.00 0 0.00 Facilities for AIDS Patients - Not Operating Costs (03S) 0 0.00 0 0.00 0 0.00 Removal of Architectural Barriers (10) 0 0.00 0 0.00 0 0.00 Non-Residential Historic Preservation (16B) 0 0.00 0 0.00 0 0.00 5 118,323.64 5 263,777.75 10 382,101.39 PUBLIC SERVICES Operating Costs of Homeless/AIDS Patients Programs (03T) 0 0.00 0 0.00 0 0.00 Public Services - General (05) 0 0.00 7 127,500.00 7 127,500.00 Senior Services (0SA) 0 0.00 0 0.00 0 0.00 Services for the Disabled (05B) 0 0.00 0 0.00 0 0.00 Legal Services (05C) 0 0.00 0 0.00 0 0.00 Youth Services (05D) 0 0.00 0 0.00 0 0.00 Transportation Services (0SE) 0 0.00 0 0.00 0 0.00 Substance Abuse Services (05F) 0 0.00 0 0.00 0 0.00 Battered and ~2oused Spouses (05G) 0 0.00 0 0.00 0 0.00 Employment Training (05H) 0 0.00 0 0.00 0 0.00 Crime Awareness/Prevention (05I) 0 0.00 0 0.00 0 0.00 Fair Housing Activities (05J) 0 0.00 0 0.00 0 0.00 Tenant/Landlord Counseling (05K) 0 0.00 0 0.00 0 0.00 Child Care Services (05L) 0 0.00 0 0.00 0 0.00 Health Services (05M) 0 0.00 2 18,000.00 2 18,000.00 Abused and Neglected Children (05N) 0 0.00 0 0.00 0 0.00 Mental Health Services (050) 0 0.00 0 0.00 0 0.00 Screening for Lead-Based Paint/Hazards/Poisoning (05P) 0 0.00 0 0.00 0 0.00 Subsistence Payments (05Q) 0 0.00 0 0.00 0 0.00 Homeownership Assistance - Not Direct (05R) 0 0.00 0 0.00 0 0.00 Rental Housing Subsidies - HOME TBRA (05S) 0 0.00 0 0.00 0 0.00 Security Deposits (05T) 0 0.00 1 5,000.00 1 5,000.00 0 0.00 10 150,500.00 10 150,500.00 IDIS - C04PR23 U.S. DEP~LRTMENT OF HOUSING ~ URBAN DEVELOPMENT DATE: 08-14 03 OFFICE OF COMMUNITY PI~ING AND DEVELOPMENT TIME: 13:44 INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM PAGE: 3 PROGRAM YEAR 2002 SU~Y OF ACCOMPLISNMENTS IOWA CITY, IA COURT OF CDBG ACTIVITIES WITN DISBURSEMENTS BY ACTIVITY GROUP & MATRIX CODE URDERWAY ACTIVITIES COMPLETED ACTIVITIES PROGRAM YEAR TOTAL COUNT $ DISBURSED COURT $ DISBURSED COUNT $ DISBURSED PLANNING/ADMINISTRATIVE HOME Adm/Planning Costs of PJ -not part of 5% Adm cap{19A) 0 0.00 0 0.00 0 0.00 BOME CHD0 Operating Costs - not part of 5% Admin cap (19B) 0 0.00 0 0.00 0 0.00 Planning (20) 0 0.00 0 0.00 0 0.00 General Program Administration (2lA) 4 135,497.56 1 0.00 5 135,497.56 Indirect Costs (2lB) 0 0.00 0 0.00 0 0.00 PLf01ic Information (21C} 0 0.00 0 0.00 0 0.00 Fair Housing Activities - subject to 20% Admin cap (21D) 0 0.00 0 0.00 0 0.00 Submissions or Applications for Federal Programs (21E) 0 0.00 0 0.00 0 0.00 HOME Rental Subsidy Pa~ents - subject to 5% cap (21F) 0 0.00 0 0.00 0 0.00 HOME Security Deposits - subject to 5% cap (21G) 0 0.00 0 0.00 0 0.00 HOME Admin/Planning Costs of PJ - subject to 5% cap (21H) 0 0.00 0 0.00 0 0.00 BOME CHDO Operating Expenses - subject to 5% cap (21I) 0 0.00 0 0.00 0 0.00 4 135,497.56 1 0.00 5 135,497.56 OTHER Interim Assistance (06) 0 0.00 0 0.00 0 0.00 Urban Renewal Completion (07) 0 0.00 0 0.00 0 0.00 Privately Owned Utilities (11) 0 0.00 0 0.00 0 0.00 CDBG Non-Profit Organization Capacity Building (19C) 0 0.00 0 0.00 0 0.00 CDBG Assistance to Institutes of Higher Education (19D) 0 0.00 0 0.00 0 0.00 Planned Repa~ent of Section 108 Loan Principal (19F) 0 0.00 0 0.00 0 0.00 Unplanned Repa~anent of Section 108 Loan Principal (19G) 0 0.00 0 0.00 0 0.00 State CDBG Technical Assistance to Grantees (19H) 0 0.00 0 0.00 0 0.00 Unprogrammed Funds (22) 0 0.00 0 0.00 0 0.00 HOPWA (31) 0 0.00 0 0.00 0 0.00 BOPWA Grantee Activity (3lA) 0 0.00 0 0.00 0 0.00 BOPWA Grantee Administration (3lB) 0 0.00 0 0.00 0 0.00 HOPWA Project Sponsor Activity (31C) 0 0.00 0 0.00 0 0.00 HOPWA Project Sponsor Administration (31D) 0 0.00 0 0.00 0 0.00 0 0.00 0 0.00 0 0.00 TOTALS 18 491,981.90 21 454,277.75 39 946,259.65 IDIS - C04PR23 U.S. DEP~RTMENT OF HOUSING AND URBAN DEVELOPMENT DATE: 08-14-03 OFFICE OF COMMUNITY PL~%NNING AND DEVELOPMENT TIME: 13:44 INTEGR3~TED DISBURSEMENT ~ INFOR~ATION SYSTEM PAGE: 4 PROG~%M YEAR 2002 SUMM3%RY OF ACCOMPLISHME~fS IOWA CITY, IA CDBG SUM OF ACTUAL ACCOMPLISHMENTS FROM THE C04M~04 SCREEN BY ACTIVITY GROUP ~%ND ACCOMPLISHMENT TYPE UNDERWAY COMPLETED TOTAL ACTIVITIES ACTIVITIES ACTIVITIES ACQUISITION/PROPERTY RELATED ECONOMIC DEVELOPMENT HOUSING Rehab: Single Unit Residential (14A) Housing Units 0 59 59 PUBLIC FACILITIES/IMPROVEMENTS Public Facilities and Improvements - General (03) Public Facilities 1 1 2 Youth Centers/Facilities (03D) Public Facilities 0 1 1 Child Care Centers/Facilities for Children (03M) Public Facilities 1 0 1 CATEGORY TOTALS Plzblic Facilities 2 2 4 PUBLIC SERVICES Public Services - General (05) Persons 0 7,713 7,713 Health Services (05M) Persons 0 340 340 Security Deposits (05T) Households 0 73 73 CATEGORY TOTALS Persons 0 8,053 8,053 Households 0 73 73 PL~2~NING/ADMINISTRATIVE OTHER TOTAL OF ACTUAL ACCOMPLISHMENTS FROM THE C04MA04 SCREEN Persons 0 8,053 8,053 Households 0 73 73 Housing units 0 59 59 Public Facilities 2 2 4 Feet/Public Utilities 0 0 0 Organizations 0 0 0 Businesses 0 0 0 UNDERWAY COMPLETED TOT~L ACTIVITIES ACTIVITIES ACTIVITIES Jobs 0 0 0 Loans 0 0 0 IDIS - C04PR23 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DATE: 08-14-03 OFFICE OF COMMUNITY PLA~ING AND DEVELOPMENT TIME: 13:44 INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM PAGE~ 5 PROGP~AM YEAR 2002 SUMMARY OF ACCOMPLISHMENTS IOWA CITY, IA CDBG BENEFICIARIES BY RACIAL/ETHNIC CATEGORY ************************************************************** HOUSING ************************************************************** Persons Households Not Specified Tot# #Hispanic Tot# #Hispanic Tot# #Hispanic WHITE: 8 0 100 0 0 0 BLACK/AFRICAN A~4ERI CAN: 1 0 8 0 0 0 ASIAN: 0 0 1 0 0 0 ~34ERICAN INDIAN/ALaSKAN NATIVE: 1 0 0 0 0 0 NATIVE HAWAIIAN/OTHER PACIFIC ISL~ER: 0 0 0 0 0 0 AMERICAN INDIAN/ALASKAN NATIVE & WHITE: 0 0 0 0 0 0 ASIAN & WHITE: 0 0 0 0 0 0 BLACK/AFRICAN AMERICAN & WHITE: 0 0 0 0 0 0 AM.INDIAN/AI~SKAN NATIVE & BLACK/AFRICAN AN.: 0 0 0 0 0 0 OTHER MULTI-RACIAL: 0 0 0 0 0 0 TOTAL: 10 0 109 0 0 0 ************************************************************ NON-HOUSING ************************************************************ Persons Households Not Specified Tot# #Hispanic Tot# #Hispanic Tot# #Hispanic WHITE: 42,556 2,143 1,249 11t 0 0 BLACK/AFRICAN ANERICAN: 6,171 2 660 0 0 0 ASIAN: 1,074 0 19 0 0 0 AMERICAN INDIAN/~J~ASKAN NATIVE: 441 0 12 0 0 0 NATIVE HAWAIIAN/OTHER PACIFIC ISLANDER: 3 0 3 0 0 0 ANERICAN INDIAN/ALASF~AN NATIVE & WHITE: 624 0 2 0 0 0 ASIA~ & WHITE: 1 0 0 0 0 0 BLACK/AFRICAN AMERICAN & WHITE: 14 0 1 0 0 0 ~.INDIAN/ALAS~U%N NATIVE & BLACK/AFRICAN AM.: 4 0 0 0 0 0 OTHER MULTI RACIAL: 1,052 10 1 1 0 0 TOTAL: 51,940 2,155 1,947 112 0 0 IDIS C04PR23 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DATE: 08-14-03 OFFICE OF COMMUNITY PLAbrNING AND DEVELOPMENT TIME: 13:44 INTEGRATED DISBURSEMENT AND INFOP~4ATION SYSTEM PAGE: 6 PROGRAM YEAR 2002 SUMMARY OF ACCOMPLISHMENTS IOWA CITY, IA *************************************************************** TOTAL *************************************************************** Persons Households Not Specified Tot# #Hispanic Tot# #Hispanic Tot# #Hispanic WHITE: 42,564 2,143 1,349 111 0 0 BI~CK/AFRICAN AMERICAN: 6,172 2 668 0 0 0 ASIAN: 1,074 0 20 0 0 0 AMERICAN INDIAN/AIJ~SY3%N NATIVE: 442 0 12 0 0 0 NATIVE HAWAIIAN/OTHER PACIFIC ISLANDER: 3 0 3 0 0 0 AMERICAN INDIAN/ALASKAN NATIVE & WHITE: 624 0 2 0 0 0 ASIAN & WHITE: 1 0 0 0 0 0 BLACK/AFRICAN AMERICAN & WHITE: 14 0 1 0 0 0 AN. INDIAN/ALASKAN NATIVE & BLACK/AFRICAN AM.: 4 0 0 0 0 0 OTHER 5~3LTI RACIAL: 1,052 10 1 1 0 0 TOTAL: 51,950 2,155 2,056 112 0 0 CDBG BENEFICIARIES BY INCOME CATEGORY EXTREMELY LOW LOW MOD TOTAL LOW MOD NON LOW-MOD TOTAL BENEFICIARIES <=30% >30% and <=50% >50% and <-80% >80% HOUSING Persons 9 1 0 10 0 10 Households 101 8 0 109 0 109 Not Specified 0 0 0 0 0 0 NON-HOUSING Persons 33,952 6,216 1,984 42,152 10,831 52,983 Households 1,930 17 4 1,951 0 1,951 Not Specified 0 0 0 0 0 0 TOTAL Persons 33,961 6,217 1,984 42,162 10,831 52,993 Households 2,031 25 4 2,060 0 2,060 Not Specified 0 0 0 0 0 0 HOME DISBURSEMENTS AArD UNIT COMPLETIONS UNITS UNITS ACTIVITY TYPE DISBURSED AMOUNT COMPLETED OCCUPIED RENTALS 178,400.00 8 8 TBHA FANILIES 0.00 0 0 FIRST TIME HOMEBUYERS 30,000.00 3 3 EXISTING HOMEOWNERS 0.00 0 0 TOTAL, RENTALS ~ TBHA 178,400.00 8 8 TOTAL, HOMEBDYERS AbrD HOMEOWNERS 30,000.00 3 3 208,400.00 11 11 IDIS - C04PR23 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DATE: 08 14 03 OFFICE OF CO~IINITY PLANNING AND DEVELOPMENT TIME: 13:44 INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM PAGE: 7 PROGPJ~4 YEAR 2002 SU~Y OF ACCOMPLISHMENTS IOWA CITY, IA HOME UNIT COMPLETIONS BY PERCENT OF AREA MEDIAN INCOME TOTAL TOTAL REPORTED ACTIVITY TYPE 0% 30% 31% - 50% 51% - 60% 61% - 80% 0% - 60% 0% - 80% AS VACANT RENTALS 6 2 0 0 8 8 0 TBRA FAMILIES 0 0 0 0 0 0 0 FIRST TIME HOMEBI/YERS 1 0 2 0 3 3 0 EXISTING HOMEOWNERS 0 0 0 0 0 0 0 TOTAL, RENTALS AND TBRA 6 2 0 0 8 8 0 TOTAL, HOMEBIIYERS DJ~D HOMEOWNERS 1 0 2 0 3 3 0 HOME UNIT COMPLETIONS BY RACIAL/ETP~gIC CATEGORY TBRA FIRST-TIME RENTALS FAMILIES HOMEBUYERS Tot# #Hispanic Tot# #Hispanic Tot# #Hispanic WHITE: 4 0 0 0 2 0 BLACK/AFRICAN AMERICkN: 3 0 0 0 0 0 ASIAN: 0 0 0 0 0 0 AMERICAN INDIAN/ALASKkN NATIVE: 0 0 0 0 0 0 NATIVE HAWAIIAN/OTHER PACIFIC ISLANDER: 0 0 0 0 0 0 AMERICAN INDIAN/ALASKAN NATIVE & W~ITE: 0 0 0 0 0 0 ASIAN & WHITE: 0 0 0 0 0 0 BLACK/AFRICAN AMERICAN & WHITE: 0 0 0 0 0 0 AM.INDIAN/ALASKAN NATIVE & BLACK/AFRICAN AM.: 0 0 0 0 0 0 OTHER MULTI RACIAL: 0 0 0 0 0 0 TOTAL: 7 0 0 0 2 0 IDIS - C04PR23 U.S. DEPARTMENT OF HOUSING AArD URBAN DEVELOPMENT DATE: 08-14-03 OFFICE OF COMMIR~ITY PL~J~NING AND DEVELOPMENT TIME: 13:44 INTEGRATED DISBURSEMENT ~ INFORMATION SYSTEM PAGE: 8 PROGRAM YEAR 2002 SUM~L~RY OF ACCOMPLISHMENTS IOWA CITY, IA TOTAL, RENTALS TOTAL, TOTAL, AND TBRA + EXISTING RENTALS HOMEBUYERS TOTAL, NOMEBUYERS ROMEOWNERS AND TBRA ~ HOMEOWNERS ~ HOMEOWNERS Tot# #Hispanic Tot# #Hispanic Tot# #Hispanic Tot# #Hispanic WHITE: 0 0 4 0 2 0 6 0 BL~%CK/AFRI CAN ANERICAN: 0 0 3 0 0 0 3 0 ASIAN: 0 0 0 0 0 0 0 0 AMERICAN INDIAN/ALASFJiN NATIVE: 0 0 0 0 0 0 0 0 NATIVE RAWAII~N/OTHER PACIFIC ISI2~NDER: 0 0 0 0 0 0 0 0 AMERICAN INDIAN/ALASKAN NATIVE & WHITE: 0 0 0 0 0 0 0 0 ASIAN & WHITE: 0 0 0 0 0 0 0 0 BLACK/AFRICAN AMERICAN & WHITE: 0 0 0 0 0 0 0 0 AM. INDIAN/ALASKAN NATIVE & BLACK/AFRICAN AM.: 0 0 0 0 0 0 0 0 OTHER MULTI-RACIAL: 0 0 0 0 0 0 0 0 TOTAL: 0 0 7 0 2 0 9 0 SECTTON 5 (b) Consolidated Annual Performance and Evaluation Report - CO4PR06 IDIS - C04PR06 U.S. DEPARTMENT OF HOUSING AND URB~2q DEVELOPMENT DATE: 08-14-03 OFFICE OF COMMUNITY PLJ~NING AND DEVELOPMENT TIME: 15;19 INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM PAGE: 1 SU~Y OF CONSOLIDATED PL~AN PROJECTS FOR REPORT YEAR 2002 IOWA CITY, IA PL~-N YR AMOUNT DRAWN AMOUNT AMOUNT DRAWN PROJECT PGM PROJECT ESTIMATE COMMITTED AMOUNT THRU REPORT YEAR AVAILABLE TO DRAW IN REPORT YEAR 2002-0021 DVIP - Furniture Project CDBG 4,500.00 4,500~00 4,500.00 0.00 4,500.00 DESCRIPTION: Collect good, usable furniture donations and then provide the items to very low income households and persons exiting emergency shelters. 2002-0022 Emergency Eousing Project -- Shelter Coordinator CDBG 18,000.00 18,000.00 18,000.00 0.00 18,000.00 DESCRIPTION: Operational funding for a shelter coordinator position at EHP. The sh elter coordinator will assist persons who are homeless with accessing human services and provide supervision for the shelter. 2002-0023 Iowa City Free Medical Clinic -- Case Management CDBG 18,000.00 18,000.00 18,000.00 0.00 18,000.00 DESCRIPTION: The Iowa City Free Medical Clinic will fund a position to assist very low income clients with case managment, accessing human services and m edications. 2002-0024 Crisis Center -- Food Bank Expansion CDBG 112,510.00 112,510.00 66,555.00 45,955.00 66,555.00 DESCRIPTION: The Crisis Center will be expanding its food bank area that will allow for additional storage and increased efficency in operations. 2002-0025 Neigb~0orhood Centers - Facility Rehab CDBG 34,490.00 34,490.00 13,449.20 21,040.80 13,449.20 DESCRIPTION: NCJC will use funds to make improvements to their facilities. These i mprovements include fencing for the child care pro, rams, window replac ment, painting and playground equipment. Improvements will be conduct ed at both the Broadway Street and Pheasant 2002 0026 United Action for Youth -- Acquisition CDBG 225,000.00 225,000.00 225,000.00 0.00 225,000.00 DESCRIPTION: UAY will purchase space in downtown Iowa City to expand their services The new space will allow UAY to maintain a presence dow~tow~ and al low their existing programs to more effectively utilize the current fa cilities on Iowa Avenue. 2002-0027 Wesley Foundation Facility Rehabilitation CDBG 39,000.00 38,777.75 38,777.75 0.00 38,777.75 DESCRIPTION: Funding will allow the Wesley Foundation to upgrade the lower level of their facility that is used by the Iowa City Free Medical Clinic and the Free Lunch Program. The main focus of the rehab will be the compl ere renovation of the bathrooms to make them 2002 0028 Elder Services Inc. -- Small Repair Program CDBG 40,000.00 40,000.00 40,000.00 0.00 40,000.00 DESCRIPTION: The small repair program assists seniors and persons with disabilities in making minor accessibility and safety improvments to their homes t hat enable them to live in place longer and safer. 2002-0029 Emergency Housing Project -- Deposit Assistance CDBG 5,000.00 5,000.00 5,000.00 0.00 5,000.00 DESCRIPTION: This program will provide assistance to persons who are homeless to se cure housing and\or help to prevent eviction. 2002 0030 Garden Prairie L.P. -- Rental Housing Construction HOME 301,200.00 301,200.00 277,769.30 23,430.70 277,769.30 DESCRIPTION: This project will use funds to purchase land and then construct 10 uni ts of affordable rental housing for large families. Building lots hay e yet to be identified. 2002-0031 Greater Iowa City Housing Fellowship Homeownership HOME 102,000.00 102,000.00 39,800.00 62,200.00 39,800.00 DESCRIPTION: GICHF will use these funds to purchase land to construct affordable ho mes for sale to low-moderate income homebuyers. Building lots have ye t to be identified. 2002-0032 Hawkeye Area Con~nunity Action Pro~ram Douglas Ct Project HOME 34,400.00 34,400.00 34,400.00 0.00 34,400.00 DESCRIPTION: HACAP is purchasing this property for transitional housing for familie 2002-0033 Hawkeye Area Community Action Program Transitional Housing HOME 144,000.00 144,000.00 144,000.00 0.00 144,000.00 DESCRIPTION: }{ACAP will purchase three properties for use as transitional housin9. These units will replace two mobile homes and one older house in a de teriorated condition that could also have lead based paint issues. Si res have not yet been identified. 2002 0035 City of Iowa City Housing Rehabilitation Program CDBG 100,000.00 154,570.89 154,570.89 0.00 154,570.89 HOME 100,000.00 83,161.00 12,618.22 70,542.78 12,618.22 DESCRIPTION: Provision of rehabilitation services to low-moderate income homeowners Sevices include comprehensive rehab, exterior repair, emergency rep air, accessibility, and mobile home repairs. 2002-0036 City of Iowa City -- Economic Development Fund CDBG 147,900.00 147,900.00 0.00 147,900.00 0.00 DESCRIPTION: These monies will be used for assisting businesses with job creation a nd~or retention. Funds could be used by both large businesses and mic ro enterprises for capital improvements, job training, or working capi 2002-0037 City of Iowa City -- Aid to Agencies CDBG 105,000.00 105,000.00 105,000.00 0.00 105,000.00 DESCRIPTION: These funds are provided to a pool of human service agencies that assi st low-moderate income clients. FY03 CDBG funds will go to Elder Serv ices Inc, Mid-Eastern Council on Chemical DJouse, and United Action for Youth. 2002-0038 City of Iowa City -- Administration CDBG 170,600.00 113,557.58 113,557.58 0.00 113,557.58 HOME 71,400.00 71,400.00 0.00 71,400.00 0.00 DESCRIPTION: Administration of the CDBG and HOME programs. 2001-0000 *** NO ACTIVITIES FOUND FOR THIS PROJECT *** 2001 0001 Extend the Dream Foundation CDBG 105,000.00 106,750.00 106,750.00 0.00 0.00 DESCRIPTION: Working capital will be provided to this non-profit to establish a bus iness incubator. Approximately five to six micro-enterprises, targeti ng persons with disabilities, will be assisted. 2001 0002 RL~by's Pearl CDBG 20~000.00 20,000.00 3,469.49 16,530.51 3,469.49 DESCRIPTION: Working capital loan to a start up micro enterprise. This business wi 11 create\maintain a minimum of 2 FTEs. 2001-0003 DVIP Furniture Project CDBG 13,500.00 13,500.00 13,500.00 0.00 0.00 DESCRIPTION: This program collects usable household furniture and provides it to ye ry low income households. Most of the clients are coming out of homel ess shelters or transitional housing facilities. This project will al so reduce the amount of furniture that would 2001 0004 Emergency Housing Project -- Shelter Coordinator CDBG 25,000.00 25,000.00 25,000.00 0.00 0.00 DESCRIPTION: These funds will be used to increase the staffing level of a homeless shelter. Additional staff will be used to help coordinate shelter act ivities and assist the clients in accessing supportive services. 2001 0005 Family Services CDBG 4,925.00 4,925.00 4,925.00 0.00 0.00 DESCRIPTION: This p~oject will provide free credit counseling to low income househo 2001-0006 Eagle's Flight, Inc. CDBG 9,575.00 9,575.00 9,575.00 0.00 0.00 DESCRIPTION: This project is designed to enhance opportunities for women of color t o recieve health services. 2001-0007 Aid to Agencies CDBG 105,000.00 105,000.00 105,000.00 0.00 0.00 DESCRIPTION: This account will provide operational funding to 3 local human service agencies. Funds will be utilized by MECCA (providing services to per sons with substance abuse issues), United Action for Youth (youth serv ices) and Elder Services, Inc. (services for 2001-0008 Neighborhood Centers of Johnson County CDBG 23,975.00 23,975.00 23,975.00 0.00 364.44 DESCRIPTION: NCJC will use funds to renovate their child care facilities to meet ac creditation requirements. NCJC provides child care to very low income households at the Broadway Center and the Pheasant Ridge Center. 2001-0009 Pathways Adult Day Care CDBG 300,000.00 300,000.00 300,000.00 0.00 0.00 DESCRIPTION: Funds will be used to acquire and\or help rehab a building for the adu it day care pro~ram. 2001 0010 Hillcrest Family Services CDBG 8,167.00 8,167.00 8,167.00 0.00 1,252.75 DESCRIPTION: Rehabilitation of a facility used by Hillcrest for persons with disabi 2001-0011 Emergency Housing Project Facility Rehab CDBG 1,410.00 1,410.00 1,410.00 0.00 0.00 DESCRIPTION: Minor renovation of a homeless shelter. 2001 0012 GICHF -- Peninsula Project CDBG 107,067.00 107,067.00 107,067.00 0.00 44,033.30 HOME 516,400.00 516,400.00 149,685.54 866,714.46 149,685.54 DESCRIPTION: This project will involve land acquisition and new construction of aff ordable rental housing on the Peninsula. Funds will allow for up to 1 9 units of general occupancy housing (at least 12 will be accessible). 2001-0014 Greater Iowa City Housing Fellowship -- Student Built House CDBG 30,000.00 24,881.00 24,881.00 0.00 5,436.00 DESCRIPTION: GICHF will partner with the Homebuilders Association, the Iowa City SC hool District and realtors to purchase a lot and construct a home whic h will be sold to an income eligible household. 2001 0015 Metro Plains Development HOME 250,000.00 0.00 0.00 0.00 0.00 DESCRIPTION: Funds will be used to purchase land and\or make infrastructure improve ments for a 30 unit affordable rental housing development. PROJECT CA~CELLED DUE TO FAILURE TO OBTAIN ADDITIONAL FUNDING. 2001 0016 Elder Services, Inc. CDBG 40,000.00 40,000.00 40,000.00 0.00 0.00 DESCRIPTION: Provide minor rehabilitation and accessibility improvements to seniors so they can remain in their homes safely. 2001-0017 Habitat for Humanity CDBG 59,981.00 68,481.00 68,481.00 0.00 0.80 DESCRIPTION: Acquisition of at least 2 lots in Iowa City. Habitat will construct s ingle family homes that will be sold to income eligible households. 2001-0018 Emergency Housing Project -- Assistance CDBG 5,000.00 5,000.00 5,000.00 0.00 0.00 DESCRIPTION: This is a pilot program designed to provide a last resort for persons in need of assistance to prevent eviction and\or becoming homeless. 2001 0019 City of Iowa City Housing Rehabilitation Program CDBG 200,000.00 393,396.59 210,632.96 182,763.63 31,842.19 DESCRIPTION: Funds will be used for the rehabilitation of single family homes owned by low income persons. This program will also be addressing lead bas ed paint issues. 2001-0020 City of Iowa City CDBG 170,000.00 162,823.09 162,823.09 0.00 22,851.37 HOME 71,600.00 71,600.00 45,006.77 26,593.23 45,006.77 DESCRIPTION: Administration of the CDBG and HOME programs. 2001 0021 ~LABITAT FOR HUMANITy COURT ST ACQUISITION HOME 30,000.00 30,000.00 30,000.00 0.00 30,000.00 DESCRIPTION: LAND ACQUISITION FOR OWNER-OCCUPIED AFFORDABLE HOUSING FOR A DISABLED 2001 0022 LONGFELLOW M3~NOR-GICHF HOME 220,000.00 220,000.00 220,000.00 0.00 220,000.00 DESCRIPTION: LAND ACQUISITION FOR HOMEOWNERSHIP AND RENTAL HOUSING 10 LOTS 2000w0006 Institute for Social and Economic Development CDBG 10,000.00 10,000.00 10,000.00 0.00 0.00 DESCRIPTION: Microenterprise training and assistance to low moderate income residen ts seeking to explore self-employment and business ownership. This ye ar ISED will focus on daycare management training. Post training tec hnical assistance is also offered. 2000-0007 Domestic Violence Inte~-~ention Pro~ram CDBG 6,427.00 6,427.00 6,427.00 0.00 0.00 DESCRIPTION% Installation of security system, to include electronic coded key door locks and surveillance equipment. 2000 0008 Goodwill Industries Transit/Accessibility Project CDBG 104,500.00 113,150.08 113,150.00 0.00 0.00 DESCRIPTION: This project will redesign and reconfi~ure the entrance/exit area of G oodwill to enhance accessibility, safety and convenience for consumers , in particular those with significant disabilities. This site is use d for employment training and services. 2000-0009 Hannah's Blessing Day Care Center CDBG 200,000.00 211,213.33 211,213.33 0.00 17,955.00 DESCRIPTION: TO purchase a facility to be used for a child care and family developm ent center. A portion of the funds may also be used for minor rehabil 2000-0010 DVIP - Furniture Project CDBG 13,725.00 13,725.00 13,725.00 0.00 0.00 DESCRIPTION: The Furniture Project accepts donations of furniture and distributes i t to persons leaving homeless shelters and to other low moderate incom e persons in need. 2000-0011 Iowa City Free Medical Clinic Nurse Case Management CDBG 21,275.00 18,515.41 18,515.41 0.00 0.00 DESCRIPTION: This project will develop and implement a nurse case management progra m to improve health outcomes for clients with diabetes and/or hy~erten sion whose access to primary care is limited to the Free Medical Clini 2000 0012 Successful Living - Transitional Housing Services CDBG 18,000.00 18,000.00 18,000.00 0.00 0.00 DESCRIPTION: One new full time employee for support services. This employee will o versee client management and assist with administrative duties. 2000-0013 Aid to Agencies CDBG 105,000.00 105,000.00 105,000.00 0.00 0.00 DESCRIPTION: These funds are part of the City's budget for 14 human service organiz ations that are funded from both the City general fund and CDBG funds. CDBG funds are awarded to three organizations for ease of administra 2000 0014 City of Iowa City Housing Rehabilitation CDBG 186,623.00 328,763.62 328,763.62 0.00 0.00 DESCRIPTION: Rehabilitation of owner occupied single-family homes to include compre hensive rehab, emergency repair, exterior repair, accessibility and ma nufactured home repair. 2000-0015 Elderly Services Agency Small Repair Program CDBG 25,000.00 30,000.00 30,000.00 0.00 0.00 DESCRIPTION: ESA assists persons with disabilities and elderly households with acce ssibility and safety modifications so that they remain in their homes. 2000-0016 Hawkeye Area Community Action Pro~ram - Acquisition HOME 96,450.00 96,450.00 96,450.00 0.00 0.00 DESCRIPTION: Acquisition of at least three housing units to be used for transitiona 1 housing for families. 2000-0017 Millcrest Family Services - Rehabilitation CDBG 8,000.00 12,200.00 12,200.00 0.00 0.00 DESCRIPTION: Rehabilitation of a group home used to care for chronically mentally i 11 adults. 2000-0018 Iowa City I~A II LP - New Construction Rental Housing HOME 275,000.00 275,000.00 275,000.00 0.00 0.00 DESCRIPTION: Construction of 30 units of affordable rental housing for persons who are elderly or have a disability. 2000 0021 City of Iowa City CDBG 230,800.00 139,078.82 139,078.82 0.00 0.00 HOME 64,200.00 64,200.00 42,147.42 22,052.58 0.00 DESCRIPTION: Administration of the CDBG and HOME programs. 2000 0022 Mid Eastern Council on Chemical Abuse CDBG 117,750.00 138,650.00 138,650.00 0.00 0.00 HOME 207,250.00 206,350.00 206,350.00 0.00 63,104.17 DESCRIPTION: Construction of a facility to house offices and 12 two-bedroom apartme nts to provide transitional housin~ to MECCA's substance abuse clients with long term support services. 2000 0023 Successful Living - Transitional Housing Acquisition CDBG 200,000.00 200,000.00 200,000.00 0.00 0.00 DESCRIPTION: Acquire a building with eight bedrooms to be used as transitional hous ing for persons who are homeless and/or very low income. 2000 0024 GICHF STUDENT BUILT NOUSE CDBG 25,550.00 25,550.00 25,550.00 0.00 0.00 DESCRIPTION: ACQUISITION OF A LOT FOR CONSTRUTION OF ONE AFFOP~DABLE HOUSING UNIT AFFORDABLE TO HOUSEHOLDS UNDER 80% OF THE AREA MEDIAN INCOME. THIS HOUSE WILL BE BUILT BY HIGH SCHOOL STUDENTS. 1999-0001 Institute for Social and Economic Development CDBG 25,000.00 25,000.00 25,000.00 0.00 0.00 DESCRIPTION: Microenterprise training and assistance to low-moderate income residen ts seeking to explore self-employment and business ownership. Post tr aining technical assistance will also be offered. 1999-0002 Salvation Army CDBG 47,920.00 52,712.00 52,712.00 0.00 0.00 DESCRIPTION: Renovation of space for kitchen and restrooms at their new facility. 1999 0003 Free Lunch Program CDBG 7,500.00 10,459.00 10,459.00 0.00 0.00 DESCRIPTION: Renovation of kitchen to include the replacement of stove, floor tile, center island and painting. 1999 0004 Mid Eastern Iowa Community Mental Health Center CDBG 49,565.00 57,000.00 57,000.00 0.00 0.00 DESCRIPTION: Renovation of exterior of 507 E. College Street facility. Work will i nclude roof repair, 9utters, replacement of storm windows and painting 1999-0005 Old Brick CDBG 20,000.00 20,000.00 20,000.00 0.00 20,000.00 DESCRIPTION: Installation of elevator to make the building accessible to persons wi th a disability. 1999-0006 Miller Orchard Neighborhood Association CDBG 65,000.00 65,000.00 65,000.00 0.00 0.00 DESCRIPTION: Acquisition of land for a park in a low income neighborhood. 1999-0007 Successful Living CDBG 15,000.00 15,000.00 15,000.00 0.00 0.00 DESCRIPTION: Support services for persons who were formerly homeless and are now re siding at both SRO-style transitional housing sites. 1999-0008 Mayor's Youth Employment Program CDBG 15,411.00 15,411.00 15,411.00 0.00 0.00 DESCRIPTION: Assist low-income youth (16 & over) learn how to get and keep a job. 1999-0009 DVIP Furniture Project CDBG 11,000.00 11,000.00 11,000.00 0.00 0.00 DESCRIPTION: The Furniture Project accepts donations of furniture and distributes i t to persons leaving homeless shelters and other low moderate income p ersons in need. 1999-0010 Community Corrections Improvement Association CDBG 10,000.00 10,000.00 10,000.00 0.00 0.00 DESCRIPTION: Operational funds for the Youth Leadership Program. 1999 0011 Aid to Agencies CDBG 105,000.00 105,000.00 105,000.00 0.00 0.00 DESCRIPTION: These funds are part of the City's budget for 14 human service organiz ations that are funded from both the City general fund and CDBG funds. 1999-0012 Iowa City IHASenior Housing Phase 1 HOME 275,000.00 275,000.00 275,000.00 0.00 0.00 DESCRIPTION: Construction of 30 units of affordable rental housing for persons who are elderly or have a disability. 1999-0013 Greater Iowa City Housing Fellowship CDBG 27,909.00 27,909.00 27,909.00 0.00 0.00 HOME 253,700.00 202,523.00 202,523.00 0.00 58,525.00 DESCRIPTION: Acquisition & rehabilitation of nine existing two bedroon slngle-famil y homes to be used for affordable rental housing. 1999 0014 City of Iowa City - Housing Rehabilitation CDBG 255,000.00 255,000.00 255,000.00 0.00 0.00 HOME 0.00 66,757.00 66,757.00 0.00 36,811.00 DESCRIPTION: Rehabilitation of owner-occui;ied single-family homes to include compr ehensive rehab, emergency repair, exterior repair, accessibility and m obile home repair. 1999-0015 Hawkeye Area Co,unity Action Program CDBG 190,000.00 190,000.00 190,000.00 0.00 0.00 DESCRIPTION: Acquistion of two four-plexes to be used for transitional housing for 1999 0016 Coldren Retirement Residence CDBG 6,000.00 6,000.00 6,000.00 0.00 0.00 DESCRIPTION: Replacement of the boiler at the non-profit retirement residence. 1999 0017 Successful Living, Inc. SRO Rehabilitaiton CDBG 14,395.00 14,395.00 14,395.00 0.00 0.00 DESCRIPTION: Rehabilitation of the kitchen in a 21-unit SRO style transitional hous ing facility. 1999-0018 City of Iowa City - Affordable Housing Funding Pool HOME 50,000.00 0.00 0.00 0.00 0.00 DESCRIPTION: Provides limited gap financing for affordable housing projects that ar e unable to compete in the annual CDBG/HOME funding cycle. 1999-0019 Elderly Services Agency (ESA) CDBG 28,000.00 0.00 0.00 0.00 0.00 DESCRIPTION; ESA assists persons with disabilities and elderly households with acce ssibility and safety modifications so that they remain in their homes. 1999-0020 City of Iowa City CDBG 214,300.00 120,976.61 120,976.61 0.00 0.00 HOME 64,300.00 64,300.00 33,316.09 30,983.91 7,693.62 DESCRIPTION: Administration of the CDBG and HOME programs. In addition, $70,000 of the total for CDBG administration is set-aside as a contingency fund. 1999 0021 ELDERLY SERVICES AGENCY - SMALL REPAIR PROGRAM CDBG 28,000.00 28,830.88 28,830.88 0.00 0.00 DESCRIPTION: ESA ASSISTS PERSONS WITH DISABILITIES ANE ELDERLY HOUSEHOLDS WITN ACCE SSIPILITY AND SAFETY MODIFICATIONS SO THAT THEY REMAIN IN THEIR HOMES. 1999-0022 EMERGECY HOUSING PROJECT - KITCHEN IMPROVEMENT CDBG 2,039.00 2,039.00 2,039.00 0.00 0.00 DESCRIPTION: EMERGENCY REQUEST FOR FUNDS TO REPLACE THE REFRIGERATOR THAT UNEXPECTE NTLY QUIT WORKING. 1999-0023 CITY OF IOWA CITY - AFFORDABLE HOUSING FUNDING POOL HOME 50,000.00 0.00 0.00 0.00 0.00 DESCRIPTION: CITY OF IOWA CITY WILL USE THESE FUNDS FOR THE CONSTRUCTION OF HOUSING (HENTALA/qD OWNER OCCUPIED) PROPOSED BY APPLICANTS THAT WERE UNABLE TO UTILIZE THE CITY'S REGULJ~R CDBG AbrD HOME FUNDING CYCLE. 1998-0001 Torus Precision Optics CDBG 75,000.00 75,000.00 75,000.00 0.00 0.00 DESCRIPTION: Acquisition of telescope manufacturing equipment which will allow for the creation of seven new full-time equivalent positions. 1998-0002 DVIP - Furniture Project CDBG 8,300.00 8,300.00 8,300.00 0.00 0.00 DESCRIPTION: The Furniture Project accepts donations of useable furniture and distr ibutes it to persons leaving homeless shelters and to other low-modera te income persons in need. 1998-0003 Successful Living CDBG 11,000.00 11,000.00 11,000.00 0.00 0.00 DESCRIPTION: Supportive services for persons who .were formerly homeless and now res iding at both SRO-style transitional housing sites. 1998 0004 Hawkeye Area Community Action Program CDBG 10,687.00 11,050.54 11,050.54 0.00 0.00 DESCRIPTION: Supportive Services for families participating in the Broadway Street transitional housing program. 1998 0005 Aid to Agencies CDBG 105,000.00 105,000.00 105,000.00 0.00 0.00 DESCRIPTION: These funds are part of the City's budget for 14 human service organiz ations that are partially funded by the City. 1998-0006 Neighborhood Centers of Johnson County CDBG 12,500.00 12,500.00 12,500.00 0.00 0.00 DESCRIPTION: Renovation of the Broadway Street Neighborhood Center to meet fire cod e and expand the space for licensed child care. 1998 0007 EMERGENCY HOUSING PROJECT CDBG 27,562.00 27,562.35 27,562.35 0.00 0.00 DESCRIPTION: INSTALLATION OF COOLING SYSTEM, REPLACEMENT OF STEPS , UPGP~ADE THE SECURITY SYSTEM A~D REPLACE WORN FLOOR COVERINGS AT THE SHELTER. PROJECT INVOLVED THE USE OF FOUR CONTRACTORS TO DO THE WORK ON THE SHELTER. FLOORING, STAIR REPAIR, SECUITY SYSTEM UPGRADE AND THE INSTALLATION OF THE COOLING SYSTEM WERE COORDINATED BY THE SHELTER DIRECTOR. 1998 0008 Mid-Eastern Iowa Community Mental Health Center CDBG 20,140.00 22,154.00 22,154.00 0.00 0.00 DESCRIPTION: Renovation of exterior of 505 & 507 E. College Street facilities. Wor k will include roof repair, gutters and painting. 1998-0009 Iowa Center for AIDS Resources and Education (IC~E) CDBG 120,000.00 120,000.00 120,000.00 0.00 0.00 DESCRIPTION: Acquisition of a building to be used for offices, volunteers and couns eling services. 1998-0010 Greater Iowa City Housing Fellowship (GICHF) CDBG 158,740.00 158,740.00 158,740.00 0.00 0.00 HOME 141,300.00 125,720.00 125,720.00 0.00 0.00 DESCRIPTION: Acquisition and rehabilitation of existing single-family homes to be u sed for affordable rental housing. 1998-0011 City of Iowa City - First Home Program CDBG 30,000.00 33,000.00 33,000.00 0.00 0.00 DESCRIPTION: Downpayment assistance for persons under 80% median family income to p urchase homes in Iowa City. 1998 0012 RIVERVIEW PLACE APARTMENTS HOME 150,000.00 150,000.00 150,000.00 0.00 0.00 DESCRIPTION: CONSTRUCTION OF 36 AFFORDABLE RENTAL URITS FOR SENIORS ~ PERSONS WIT H DISABILITIES. CONSTRUCTION OF 36 UNITS OF AFFORDABLE RENTAL HOUSING IN PHASE ONE. THIS WILL CONSIST OF 24 HOME-ASSISTED URITS D~ND 12 AT LIHTC RENTS. PHASE TWO WILL CONTAIN 36 UNITS AT LIHTC RENTS. TOTAL PROJECT WILL PROVIDE 72 UNITS OF AFFORDABLE RENTAL HOUSING FOR SENIORS ~.ND PERSONS WITH DISABILITIES. 1998 0013 City of Iowa City - Housing Rehabilitaiton CDBG 304,388.00 304,388.00 304,388.00 0.00 0.00 HOME 80,000.00 91,616.00 91,616.00 0.00 0.00 DESCRIPTION: Rehabilitation of owner occupied single family homes to include compre hensive rehab, emergency repair, exterior repair, accessibility and mo bile home repair~ 1998 0014 Elderly Services Agency (ESA) CDBG 26,000.00 26,000.00 28,000.00 0.00 0.00 DESCRIPTION: ESA assists persons with disabilities and elderly households with acce ssibility and safety modifications so that they may remain in their ho 1998-0015 Iowa City Mousing Authority TBR~ HOME 100,000.00 99,080.21 99,080.21 0.00 0.00 DESCRIPTION: Tenant based rent assistance for families working towards self-suffici 1998 0016 Iowa City Housing Authority - Tenant to Owner Program (TOP) HOME 77,000.00 77,000.00 77,000.00 0.00 0.00 DESCRIPTION: Homeownership opportunities for very-low income persons to purchase ex isting public housing units. 1998 0017 City of Iowa City CDBG 145,300.00 113,571.19 113,571.19 0.00 0.00 HOME 59,700.00 59,800.00 59,800.00 0.00 0.00 DESCRIPTION: Administration of the CDBG and HOME programs. 1998-0018 Unpro~rammed Funds CDBG 25,000.00 0.00 0.00 0.00 0.80 HOME 60,000.00 0.00 0.00 0.00 0.00 DESCRIPTION: Contingency funds for unexpected expenses and cost overruns for existi ng and proposed projects. 1998-0019 SALVATION ARMY - FOOD DISTRIBUTION CDBG 8,550.00 8,550.00 8,550.00 0.00 0.00 DESCRIPTION: SALVATION ARMY WILL PAY FOR THE PROCESSING AND STORAGE OF DONATED MEAT. THE MEAT WILL BE DISTRIBUTED BY THE SALVATION ARM~ TO LOWER INCOME HOUSEHOLDS ~ LOCAL HUMAN SERVICE ORGANIZATIONS T~LAT PROVIDE FOOD B~K SERVICES OR A MEALS PROGRAM. 1997 0001 Institute for Social and Economic Development -- Micro enter CDBG 20,000.00 20,000.00 20,000.00 0.08 0.00 DESCRIPTION: ISED will use CDBG funds to conduct two training sessions for low-mode rate income persons living city-wide (approximately 24 participants). Of these, 15 will complete the sessions and identify business or care er goals. Ten participants will successfully complete business start up or expansion plans. The goal will be to start or ekq)and 3-5 busine sses owned by low-moderate income persons. 1997-0002 HEARTIJ~D CANDLEWORKS -- BUSINESS EXPANSION CDBG 5,000.00 5,000.00 5,000.00 0.00 0.00 DESCRIPTION: NE~RTLAND CD~NDLEWORKS WILL BE USING CDBG FUNDS TO PURCPLASE THREE NEW P IECES OF EQUIPMENT TO ENABLE THE BUSINESS TO PRODUCE LARGE NUMBERS OF NON-HOLIDAY CANDLE PRODUCTS. BY MAKING THIS EXPANSION, TNE BUSINESS W ILL BE ABLE TO RETAIN JOBS THROUGH O~T THE YEAR (NON SEASONAL). THE P ROPOSED EXP/~NSION WILL CREATE NEW JOBS AND RETAIN OTHER POSITIONS. AP PROXIMATELY 8-15 JOBS WILL BE CREATED OR RETAINED. THESE CDBG FUNDS WILL BE IN THE FORM OF A DEFERRED PAYMENT LOAN AT 1% INTEREST UPON TN E COMPLETION OF AND COMPLI~CE WITH AN INDEPENDENT AUDIT. HEARTLAArD C~/~DLEWORKS WAS PLANNING ON PURCHASING EQUIPMENT WITH THE ORIGINAL $72,000 IN CDBG FUNDING. HOWEVER, DUE TO SOME FINANCIAL CONCERNS AN AUDIT WAS REQUIED PRIOR TO THE RELEASE OF CDBG FUNDS FOR THE EQUIPMENT PURCHASE. DUE TO TNE NATURE OF THE BUSINESS'S NEED, TNE CDBG FUS~DING WAS DIVIDED INTO 2 PARTS (AUDIT FUNDING AND EQUIPMENT). OF THE CDBG FUNDS $5,000 WAS SPENT TO ASSIST THE BUSINESS WITH THE AUDIT EXPENSES. HEARTLARD CAbrDLEWORKS DECIDED TO WITHDRAW THEIR REQUEST FOR THE REMAINING $67,000 IN CDBG FUNDS (EQUIPMENT PURCF=%SE). AS SUCH, ONLY $5,000 IN CDBG FUNDS WERE EXPENDED FOR TECHNICAL ASST. AND NO JOBS WERE CREATED. 1997-0003 Small Business Development Center -- Micro enterprise Traini CDBG 20,700.00 20,700.00 20,700.00 0.00 0.00 DESCRIPTION: SBDC will be using CDBG funds to provide Fasttrac I training to low-mo derate income individuals. Approximately 40 eligible persons will beg in micro-enterprise training, of those, 32 will complete the sessions. The goal is to have 16 persons seek funding for a business start-up or expansion, with 7 of them actually doing so within 12 months. 1997-0004 CRISIS CENTER ACQUISITION AND REHABILITATION CDBG 206,840.00 181,839.98 181,839.98 0.00 0.00 DESCRIPTION: THE CRISIS CENTER HAS OUTGROWN ITS EXISTING FACILITY DUE TO A LARGE ND MBER OF VOLUNTEERS AND EVER INCREASING DEM3%ND FOR SERVICES. A BUILDIN G AT 1132 GILBERT COURT HAS BEEN IDENTIFIED FOR ACQUISITION. RE~L~BILI TATION WILL BE NECESSANY FOR THE ACCOMODATION OF TNE CRISIS CENTER. TNE CRISIS CENTER ACQUISITION ARD REMODEL PROJECT RAN OVER BUDGET AND THE BCDC AND CITY COUNCIL RECOMMENDED AN ADDITIONAL ALLOCATION OF CDBG FUNDS TO THE PROJECT IN THE ~340UNT OF $25,000. WITH THIS AMENDMENT THE TOTAL CDBG FUNDING FOR THE PROJECT IS $225,000 (WITH $206,840) IN IDIS DUE TO A LUMP SUM DRAW WHEN IOWA CITY WENT ON IDIS. 1997-0005 City of Iowa City Water Dept. Residential Backflow Preven CDHG 3,500.00 259.00 259.00 0~00 0.00 DESCRIPTION: The City Water Dept. Bas been placing anti-backflow valves on homes in Iowa City to prevent contamination into the water supply. The small device costs approximately $7 each, however, there are low-moderate in come persons who cannot afford this exqpense. These funds will assist 300 households with the expense of this device. 1997-0006 EMERGENCY HOUSING PROJECT REFINISH FLOORS CDBG 1,374.00 1,374.00 1,374.00 0~00 0.00 DESCRIPTION: EHP IS IN NEED OF SHELTER IMPROVEMENTS DUE TO HEAVY USE. THE EXISTING FLOOR COVERINGS ARE WOP~N AArD THE SHELTER WOULD PREFER TO REFINISH THE F~ARDWOOD FLOORS. BY UNDERTAKING THIS PROJECT THE SAFETY, HEALTH, A~D MAINTENANCE OF THE SHELTER WILL BE GREATLY IMPROVED. 1997 0007 United Action for Youth -- Center Enhancement and Security CDBG 8,725.00 8,725.00 8,725.00 0.00 0.00 DESCRIPTION: UAY is proposing to replace worn floor coverings at its 410 and 422 Io wa Avenue buildings and to replace the existing security system. Thes e improvements are needed to insure the usefulness of UAY'S facilities 1997 0008 Emergency Nousing Project -- Transitional Housing Support Se CDBG 16,600.00 16,600.00 16,600.00 0.00 0.00 DESCRIPTION: EHP, through its Early Bird Pro~ram, is providing supportive services to persons living in transitional housing (city-wide). These supporti ye services are an important part of the homeless pro~ram in Iowa City and to the success of the Single Room Occupancy housing projects supp orted by CDBG and HOME funds. 1997-0009 DOMESTIC VIOLENCE INTERVENTION PROGRAM FUP~NITUNE PROJECT CDBG 3,527.00 3,526.65 3,526.65 0.00 0.00 DESCRIPTION: DVIP IS THE LEAD AGENCY FOR THE FURNITURE PROJECT. THE FURNITURE PROJ ECT ACCEPTS DONATIONS OF USEABLE FUR/~ITURE AND DISTRIBDTES IT TO LOW-M ODE~TE INCOME PERSONS IN NEED. A LARGE ~U3MBER OF THE RECIPIENTS ARE C OMING OUT OF HOMELESS SHELTERS OR OTHER LIVING SITUATIONS WHERE THEY D O NOT HAVE ~ HOUSEHOLD FURNITURE. 1997-0010 E.C. Iowa Employment & Training Consortium Employment Tra CDBG 7,050.00 7,050.00 7,050.00 0~00 0.00 DESCRIPTION: ECIETC currently operates the Promise Jobs\Quality Jobs programs that are designed to assist persons with educational, child care, and tr~s portation expenses so they can become economically self sufficient. T he waiting list for these programs is large and with the impact of wel fare reform this type of employment training with supportive services will be in greater demand. These CDBG funds will be used to assist additional persons on the ECIETC waiting lists who live in Iowa City. 1997-0011 COMMI~NITY CORRECTIONS IMPROVEMENT ASSN. YOUTH LEANERSHIP CDBG 11,923.00 11,922.95 11,922.95 0.00 0.00 DESCRIPTION: CCIA IS PROPOSING TO EXPAND ITS YOUTH LEADERSHIP PROGRAM IN IOWA CITY TO INCLUDE ;~N ADDITIONAL CLASS OF STUDENTS. THIS IS A SIX YEAR PROGEA M THAT TARGETS YOUTH W~O EXHIBIT LEADERSHIP QUALITIES, BOTH POSITIVE A ND NEGATIVE. CCIA'S GOAL IS TO PROVIDE THESE YOUTH POSITIVE EXPERIENC ES A~rD ROLE MODELS. 1997 0012 CITY OF IOWA CITY -- AID TO AGENCIES BUDGET CDBG 94,787.00 94,786.04 94,786.04 0.00 0.00 DESCRIPTION: THESE FUNDS ARE PART OF THE CITY'S BUDGET FOR 14 HU~ SERVICE ORGANIZ ATIONS PARTIALLY FUNDED BY THE CITY. THE AID TO AGENCIES BUDGET IS AP PROXIMATELY $400,000 (INCLUDING THESE CDBG FLS~DS} . 1997-0013 Greater Iowa City Housing Fellowship -- Acquisition and Reha CDBG 30,887.00 30,887.00 30,887.00 0.00 0.00 HOME 286,333.00 286,320.96 286,320.96 0.00 0.00 DESCRIPTION: GICHF is planning on purchasing 15 existing single-family homes and co ndos to be used as affordable rental housing units. Minor rehabilitat ion of these units will also be part of the project. City CDBG and HOME funds will be in the form of a 3% loan. Additional funding for t his project will come from State of Iowa HOME funds and private source s (i.e. banks). 1997 0014 F~ITAT FOR HL~4ANITY - I~ ACQUISITION HOME 46,000.00 46,000.00 46,000.00 0.00 0.00 DESCRIPTION: HABITAT FOR HUMANITY IS PROPOSING TO PURCHASE VACANT LOTS FOR THE CONS TRUCTION OF AFFORDANLE OWNER-OCCUPIED HOUSING. THESE FUNDS WILL BE US ED TO ACQUIRE 2 LOTS IN IOWA CITY. HABITAT FOR HUMANITY'S L~2NDACQUIS ITION S~/BCOMMITTEE IS CURRENTLY WORKING TO FIND SUITABLE LOTS. 1997 0015 Elderly Services Agency -- Small Repair Program CDBG 28,000.00 27,670.72 27,670.72 0.00 0.00 DESCRIPTION: ESA provides assistance to elderly households and to persons with disa bilities who are homeowners. The goal of this program is to enable pe rsons to continue living in their o~al homes safely. The Small Repair Program assists these homeowners with minor repairs and modifications that include ramps, accessibility improvements and deferred maintenanc e. The average project costs are approximately $500-$600. 1997-0016 City of Iowa City - Housing Rehabilitation Program CDBG 336,000.00 334,660.56 334,660.56 0.00 0.00 HOME 88,000.00 78,286.15 78,286.15 0.00 0.00 DESCRIPTION: The City's Housing Rehabilitation Program provides assistance to owner -occupants in the areas of comprehensive rehab, emergency repair, exte rior repair, accessibility and mobile home repair. A waiting list of eligible households is maintained by the Rehab Program, between 35 50 households may be on the list at any given time. A majority of these funds are used as a loan to the homeowner and will be repaid to the Ci ty for future use. 1997-0017 CITY OF IOWA CITY & U OF I BURN CENTER FIRE SAFETY PHOGHA CDBG 6,000.00 5,779.84 5,779.84 0.00 0.00 DESCRIPTION: THE CITY ;%ND THE U OF IOWA BUP~N CENTER IS TFJ~ING UP TO DEVELOP A FIRE SAFETY PROGRAM FOR OCCUPkNTS OF MANUFACTURED HOUSING DNITS T~AT INCLU DES THE PLACEMENT OF SMOKE DETECTORS ARD AN EDUCATIONAL COMPONET. ADD ITIONAL INFORMATION AND A "LIVE" DEMOSTR~TION WILL BE PROVIDED BY THE CITY FIRE DEPARTMENT. 1997-0018 Meadow Wood Senior Apartments Rental Rousing Construction EOME 11,000.00 0.00 0.00 0.00 0.00 DESCRIPTION: A out-of state developer is proposing the development of a 120 unit se nior housing project in west Iowa City. This project will contain 90 affords~ble housing units and 30 market rate units. The development ha s applied for Low Income Housing Tax Credits from the State of Iowa. ROME funds will be used for this project to provide for required lever age for the tax credits. 1997-0019 SWENSON & ASSOCIATES -- L~ND ACQUISITION CDBG 2,571.00 2,571.00 2,571.00 0.00 0.00 HOME 65,667.00 65,667.00 65,667.00 0.00 0.00 DESCRIPTION: Swenson & Associates is proposing to acquire vacant lots for the const ruction of affordable o~rner-occupied units. The units will be private ly financed and sold to eligible homebuyers minus the cost of the lots (paid with CDBG). The City will then have a silent second mortgage o n the properties for the value of the land. Should the properties be sold, in the future, to ineligible households the City would recover t he CDBG investment. 1997-0021 City of Iowa City -- Program Administration CDBG 140,000.00 110,895.16 110,895.16 0.00 0.00 HOME 55,000.00 55,000.00 55,000.00 0.00 0.00 1997-0022 I/NPROGRA~ED F~NDS FOR CONTINGENCY CDBG 75,000.00 9,312.14 9,312.14 0.00 0.00 HOME 10,000.00 0.00 0.00 0.00 0.00 DESCRIPTION: THESE FI/NDS WILL BE USED TO COVER UNFORSEEN OR EMERGENCY EXPENSES INCU RRED BY CDBG OR HOME PROJECTS. 1997 0023 HAWKEYE A~REA COMiCAlITY ACTION PROGRAM EMERGENCY REPLACEMEN CDBG 4,886.00 0.00 0.00 0.00 0.00 DESCRIPTION: EMERGENCY REPLACEMENT OF 14 GAS STOVES IN TRANSITIONAL HOUSING DNITS. THE OLD STOVES WERE UNSAFE DUE TO UNACCEPT/kBLE LEVELS OF C~RBON MONOXIDE. 1996-0001 Micro-enterprise Training -- Institute for Social and Econo CDBG 20,000.00 0.00 0.00 0.00 0.00 DESCRIPTION: ISED will provide micro-enterprise training for low income persons. I SED estimates that approximately 20 persons will complete the training and technical sessions, and of those, four will prepare full busines s plans and start or expand businesses. 1996-0002 Business Expansion\Marketing and Technical Asst. -- Heartlan CDBG 50,000.00 0.00 0.00 0.00 0.00 DESCRIPTION: Heartland Candleworks will use funding to expand their business . Fun ds will also be used to purchase new electronic candle filling equipme nt and help train employees using new equipment. Heartland Candlewo rks employs persons with disabilities and persons who are currently (o r formerly) homeless. Through this assistance the business is anticip ating to hire 8 new employees. 1996-0003 Construction of the Pheasant Ridge Center -- Neigkborhood Ce CDBG 185,000.00 0.00 0.00 0.00 0.00 DESCRIPTION: Neigkborhood Centers of Johnson County (NCJC) will use these funds to complete the construction of the Pheasant Ridge Center and restructure a bridge loan. The new Center is 8,500 square feet in size and will serve the residents of the Pheasant Ridge Apartment Complex and surrou ndlng neigkborhoods. Pro~rams provided by NCJC will include before an d after school care, day care, english as a second lan~age, parenting programs and teen activities. The center expects to serve at least 7 00 low income persons. 1996 0004 Accessibility Modifications -- Conner Center for Independent CDBG 1,848.00 0.00 0.00 0.00 0.00 DESCRIPTION: The Conner Center's clients are mainly persons with disabilities. The Conner Center will be using these funds to modify their offices to ma ke them more accessible for their clients and staff who number approxi mately 30 with mobility disabilities. Modifications include door lev ers, lowering the water cooler, grab bars, and installation of a handi cap accessible stool. 1996-05 Clinic Renovations Free Medical Clinic 1996-06 CDBG 51,976.00 0.00 0.00 0.00 0.00 DESCRIPTION: Free Medical Clinic will use the funds to make major renovations to th eir facilities. These renovations will include improvements to the fi ve exam rooms, the waiting room and interview area, the pharmacy, the file room and the staff office. NO upgrades or improvements have been make to these areas in the 23 years Free Medical Clinic has been at t his location. Improvements will include carpet, lighting and plumbing The vast majority of persons served by the Free Medical Clinic ar e low income and have no private health insurance. 1996-0006 Furniture Project -- Domestic violence Intervention Program CDBG 7,500.00 0.00 0.00 0.00 0.00 DESCRIPTION: The Furniture Project collects donated furniture and distributes the i rems to homeless households and individuals. The Furniture Project ha s been used by individuals, families and local human service organizat ions. This project has also been awarded $10,000 in funding from the City for its efforts in reducing the amount of items going into the la 1996-0007 Education and Job Training -- East Central Iowa Employment a CDBG 20,987.00 13,505.68 13,505.68 0.00 0.00 DESCRIPTION: The East Central Iowa Employment and Training Consortium (ECIETC) is r esponsible for the State of Iowa's Promise Jobs program that is a part of the State's welfare reform program. Promise Jobs provides funding for education, job training, child care and transportation to its par ticip~nts. The goal of this program is to give persons receiving well are the skills necessary to enter the job market and become self-suffi cient. This ECIETC funding will enable them to expand the program a nd meet the needs of so~e households on their waiting list. 1996-0008 Youth Employment Training -- Mayors Youth Employment Progra CDBG 8,463.00 0.00 0.00 0.00 0.00 DESCRIPTION: The Mayors Youth Employment PrOgram (MYEP) will use these funds to pro vide for operational expenses for its Popcorn Wagon. The Popcorn Wago n is a micro enterprise set up by MYEP to provide employment training for disadvantged youth. The CDBG funds will be used to pay for the st aff supervision. All other operational expenses are paid for through the revenues from the Popcorn Cart. 1996-0009 ~ousing Support Program - LIFE Skills, Inc. CDBG 17,100.00 0.00 0.00 0.00 0.00 DESCRIPTION: LIFE Skills provides housing support services to persons who are homel ess or are in danger of losing their housing. The supportive services consist of locating affordable units and training in budgeting and co mmunication skills, and housekeeping. 1996-0010 Supportive Services for Transitional Housing Emergency HO CDBG 10,000.00 2,261.19 2,261.19 0.00 0.00 DESCRIPTION: The Emergency Housing Project (EHP) is operating its Early Bird pro~ra m which assists persons who are at the shelter. Early Bird helps coor dinate services and develop an action plan for the participants. The second step to this program is getting persons\households into housing , however, the need for supportive services continues. These funds will be used by EHP to provide supportive services to persons who are residing in transitional housing units. Recently, the City and a for profit organization worked together to open a 9 unit SRO. These servi ces will be available to assist persons living in this SRO and in othe r units. 1996 0011 Small Repair Program Elderly Services Agency CDBG 28,000.00 0.00 0.00 0.00 0.00 DESCRIPTION: Elderly Services Agency (ESA) provides assistance to elderly household s and persons with disabilities who are homeowners. The goal of this program is to enable persons to continue living in their ow~ homes saf ely. The Small Repair program assists these homeowners with minor rep airs and modifications that include ramps, accessibility and deferred maintenance. The average project costs approximately $500 - $600. 1996 0012 Housing Rehabilitation Program _w City of Iowa City CDBG 305,400.00 0.00 0.00 0.00 0.00 HOME 151,600.00 107,843.35 107,843.35 0.00 0.00 DESCRIPTION: The City's Housing Rehabilitation program provides assistance to owner occupants in the areas of comprehensive rehab, emergency repair, exte rior repair, accessibility and mobile home repair. A waiting list of eligible households is maintained by the Rehab program, between 39 and 55 households may be on the list at any given time. The majority of these funds are in the form of a loan and will eventually be repaid to the City for future use. 1996-0013 Rental Unit Accessibility -- conner Center for Indep. Living CDHG 8,000.00 7,967.99 7,967.99 0.00 0.00 DESCRIPTION: The Conner Center's mission is to assist persons with disabilities. A s such, they have had requests for assistance with residential accessl bility. The Conner Center has developed a program to assist renters w ith these accessibility problems. CDBG funds will be used to make the necessary accessibility modifications to rental units, in cooperation with the landlords. Such modifications may include ramps, grab bars, door openers. 1996-0014 Acquisition and Rehab -- Greater Iowa City Housing Fellowshi CDBG 25,000.00 0.00 0.00 0.00 0.00 HOME 171,490.00 0.00 0.00 0.00 0.00 DESCRIPTION: Greater Iowa City Housing Fellowship (GICHF) will be using these funds to acquire and rehabilitate 5-7 units which will be used for affordab le rental housing. This project leverages State HOME funds and privat e financing. 1996-0015 Land Acquisition for a Community Land Trust Greater Iowa CDBG 107,400.00 0.00 0.00 0.00 0.00 HOME 0.00 59,400.00 59,400.00 0.00 0.00 DESCRIPTION: The Greater Iowa City Housing Felllowshlp (GICHF) will use funds to ac quire six single-family, scattered site lots. GICHF will develop a Re quest For Proposals (RFP) and solict responses frc~ local and regional builders. GICHF will contract for the development of six homes and t hen sell them to income eligible households. GICHF will maintain the ownership of the land, to insure the long term affordability of the un its, and manage the Community Land Trust. 1996 0016 SRO Housing for Working Persons Living Alone -- City of Iowa CDBG 100,000.00 0.00 0.00 0.00 0.00 DESCRIPTION: TO acquire and rehabilitate a building to be used as an SRO. The targ et population is working persons living alone who c~not afford a mark et rate unit and do not qualify for rental assistance. This project w ill work in conjunction with the supportive services program operated by the Emergency Mousing Project. 1996-0017 Homeownership Assistance Program City of Iowa City CDBG 45,000.00 0.00 0.00 0.00 0.00 DESCRIPTION: This program will provide funds to low income homebuyers for dow~payme nts and closing costs. These funds will match the homeowners contribu tions up to $3000 and be in the form of a zero percent interest, condi tional occupancy loan. This program has the potential to leverage mor e than $1,o00,000 in private financing. 1996-0018 Tenant Based Rent Assistance - Iowa City Housing Authority HOME 85,510.00 85,510~00 85,510.00 0.00 0.00 DESCRIPTION: Provide one year of Tenant Based Rent Assistance (TBRA) to 25 househol ds on the PHA waiting list who qualify for a locally established prefe rence (e.g. persons with AIDS/HIV). 1996-0019 Program Administration City of Iowa City CDBG 125,000.00 0.00 0.00 0.00 0.00 HOME 56,000.00 0.00 0.00 0.00 0.00 1996-0020 Critical Issues Planning City of Iowa City CDBG 50,000.00 43,973.34 43,973.34 0.00 0.00 DESCRIPTION: Funding for research on issues related to housing, jobs and services f or low income residents. Potential topics for study may include such issues as "What is a Living Wage in Iowa City?", Barriers to Affordabl e Housing a~ad Solutions, and developing Community Based Organizations. 1996-0021 Unprogrammed Funds for Contingency CDBG 192,542.00 0.00 0.00 0.00 0.00 DESCRIPTION: These funds are needed to cover any cost overruns or unforseen expense s incurred by the projects funded in this fiscal year. 1996-0022 Aid to Agencies w_ City of Iowa City CDBG 105,000.00 0.00 0.00 0.00 0.00 DESCRIPTION: These funds are part of a budget for 14 human service agencies partial ly funded by the City. The Aid to Agencies budget is approximately $3 86,000 (including $105,000) of CDBG funds. 1995-0001 Tenant Based Rental Assistance HOME 150,000.00 0.00 0.00 0.00 0.00 DESCRIPTION: Iowa City Public Housing Authority The project will provide 25 hous eholds with rent assistance. This assistance will be used to help get families off the waiting list and into the FSS program. 1995w0002 Downpayment Assistance for Manufactured Housing HOME 80,000.00 0.00 0.00 0.00 0.00 DESCRIPTION: First National Bank Downpayment assistance to households under 80% of median income with a preference to households under 50% median inco me. Up ~o $2500 in downpayment assistance towards the purchase of a m anufactured housing unit. 1995 0003 Housing for Working Singles HOME 100,000.00 0.00 0.00 0.00 0.00 DESCRIPTION: 1995 0004 Affordable Rental Housing : Land Acquisition CDBG 101,500.00 0.00 0.00 0.00 0.00 ESG 4,000.00 0.00 0.00 0.00 0.00 HOME 100,000.00 0.00 0.00 0.00 0.00 DESCRIPTION: Greater Iowa City Housing Fellowship and Robert Burns and Associates A CHD0 ~d a for profit developer are planning on buying land and bu ilding 120 units of affordable rental housing for families (2 and 3 be droom units). The HOME and CDBG funds are for the acquisition of land ESG funds will be used for GICHF's security deposit loan program. 1995-0005 Housing Rehabilitation CDBG 284,000.00 0.00 0.00 0.00 0.00 HOME 190,000.00 0.00 0.00 0.00 0.00 DESCRIPTION: City of Iowa City CDBG funds provide for a wide range of housing re habilitation activities, from emergency repair to comprehensive rehab. HOME funds will be used for comprehensive rehabilitation only. 1995-0006 Transitional Housing Program CDBG 143,147.00 0.00 0.00 0.00 0.00 DESCRIPTION: Hawkeye Area Community Action Program (HACAP) CDBG funds will be us ed for the acquisition of 18 - 3 bedroom units, which will be used by HACAP in its transitional housing program. 1995 0007 Shelter Rehabilitation ~ Renovation CDBG 64,000.00 0.00 0.00 0.00 0.00 ESG 25,500.00 0.00 0.00 0.00 0.00 DESCRIPTION: Domestic Violence Intervention Project (DVIP) DVIP will be using C DBG funds to remodel the basement, install an additional egress and re pair an inadequate drainage system. ESG funds will be used for operat ional expenses. 1995-0008 Adult Day Program CDBG 101,000.00 0.00 0.00 0.00 0.00 DESCRIPTION: Johnson County Department of Health Funds to be used for the acquis ition or construction of a facility for the Adult Day Program. 1995-0009 Aid TO Agencies CDBG 105,000.00 0.00 0.00 0.00 0.00 DESCRIPTION: City of Iowa City Aid to Agencies: Funds distributed to qualifing h uman service agencies for operational expenses. 1995 0010 Furniture Project CDBG 10,500.00 0.00 0.00 0.00 0.00 DESCRIPTION: Domestic Violence Intervention Project The Furniture Project is ope rated under DVIP as the lead agency. Funds will be used for the opera tion of the Furniture Project (salaries) which receives and stores use d furniture and gives it to homeless individuals and families. 1995-0011 Housing Coordinator CDBG 16,903.00 0.00 0.00 0.00 0.00 DESCRIPTION: LIFE Skills, Inc. Funds will be used for a .5FTE Housing Coordinato r position. Services to low income persons include homeless preventio n, counseling, accessin9 services, locating housing, and general housi ng skills. 1995-0012 Entrepreneurial \ Job Development CDBG 19,997.00 0.00 0.00 0.00 0.00 DESCRIPTION: Mayors Youth Employment Program Funds will be used to provide stipe nds to youth involved in business training and for a .5FTE coordinator 1995-0013 Small Repair Program CDBG 28,500.00 0.00 0.00 0.00 0.00 DESCRIPTION: Elderly Services Agency (ESA) ESA provides funds for elderly househ olds to do small repairs. These repairs or modifications enable elder ly persons to remain in their homes. 1995-0014 Emergency Shelter Rehabilitation CDBG 25,000.00 0.00 0.00 0.00 0.00 ESG 10,000.00 0.00 0.00 0.00 0.00 DESCRIPTION: Emergency Housing Project (EHP) CDBG funds will be used to rehabili tate the three bathrooms at EHP. ESG funds will be used for operation al expenses. 1995 0015 Micro Enterprise Development CDBG 26,860.00 0.00 0.00 0.00 0.00 DESCRIPTION: Institute for Social and Economic Development Business training and technical assistance will be provided to low income persons. 1995 0016 Plar~ning CDBG 12,000.00 0.00 0.00 0.00 0.00 DESCRIPTION: Funds for planning activities related to CITY STEPS. 1995-0017 CDBG\ESGP Program Administration CDBG 119,000.00 0.00 0.00 0.00 0.00 ESG 2,500.00 0.00 0.00 0.00 0.00 DESCRIPTION: City of Iowa City CDBG Program Administration and Emergency Shelter Grant Program Administration. 1995-0018 HOME Program Administration HOME 35,000.00 0.00 0.00 0.00 0.00 DESCRIPTION: City of Iowa City HOME Program Administration 1995 0019 Contingency Funds CDBG 54,883.00 0.00 0.00 0.00 0.00 HOME 180,000.00 0.00 0.00 0.00 0.00 DESCRIPTION: City of Iowa City Contingency funds reserved for project cost overr uns and other unforseen expenses or emergency projects. Also $150,000 in City Match funds for the HOME project which are currently not budg eted for a specific project. 1995 0021 Emergency Shelter Grant Program ESG 27,600.00 0.00 0.00 0.00 0.00 DESCRIPTION: Youth Homes, Inc. Emergency shelter grant for operation and managem ent of homeless facilities. 1994-0001 CONVERTED HOME ACTIVITIES HOME 0.00 1,217,536.00 1,217,536.00 0.00 32,584.93 1994 0002 CONVERTED CDBG ACTIVITIES CDBG 0.00 5,386,595.43 5,386,595.43 0.00 0.00 1994 0003 CONVERTED ESG ACTIVITIES *** NO ACTIVITIES FOUND FOR THIS PROJECT *** 1994-0004 CONVERTED HOPWA ACTIVITIES *** NO ACTIVITIES FOUND FOR THIS PROJECT *** SECTTON 5 (c) Financial Summary Report - CO4PR26 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DATE: 09-11-03 OFFICE OF COMMUNITY pLANNING AArD DEVELOPMENT TIME: 12:09 INTEGHATED DISBURSEMENT Ai~D INFORM3kTION SYSTEM PAGE: 1 CDBG FINANCIAL SUMMARY FOR PROGRAM YEAR 2002 · 07 01 2002 TO 06-30-2003 IOWA CITY, IA SUMMARY OF CDBG RESOURCES 01 UNEXPENDED CDBG FUNDS AT END OF PREVIOUS PROGRAM YEAR 430,997.38 02 ENTITLEMENT GRANT 950,000.00 03 SURPLUS URBAN RENEWAL 0.00 04 SECTION 108 GUARANTEED LOAN FUNDS 0.00 05 CURRENT YEAR PROGRAM INCOME 131,715.30 06 RETUP, NS 0.00 07 ADJUSTMENT TO COMPUTE TOTAL AVAILABLE 0.00 08 TOTAL AVAII2%BLE (SUM, LINES 01-07) 1,512,712.68 SUMMARY OF CDBG EXPENDITURES 09 DISBURSEMENTS OTHER TH/kN SECTION 108 REPAYMENTS AND PLA1TNING/ADMINISTRATION 810,762.09 10 ADJUSTMENT TO COMPUTE TOTAL AMOUNT SUBJECT TO LOW/MOD BENEFIT 0.00 11 AMOUNT SUBJECT TO LOW/MOD BENEFIT (LINE 09 + LINE 10} 810,762.09 12 DISBURSED IN IDIS FOR pLJ~NNING/ANMINISTHATION 135,497.56 13 DISBURSED IN IDIS FOR SECTION 108 REPAYMENTS 0.00 14 ADJUSTMENT TO COMPUTE TOTAL EXPENDITURES 0.00 15 TOTAL EXPENDITURES (SUM, LINES 11 14) 946,259.65 16 UNEXPENDED BAL4kNCE (LINE 08 LINE 15) 566,453.03 LOWMOD BENEFIT THIS REPORTING PERIOD 17 EXPENDED FOR LOW/MOD HOUSING IN SPECIAL AREAS 0.00 18 EXPENDED FOR LOW/MOD MULTI UNIT HOUSING 1,252.75 19 DISBURSED FOR OTHER LOW/MOD ACTIVITIES 809,509.34 20 ADJUSTMENT TO COMPUTE TOTAL LOW/MOD CREDIT 0.00 21 TOTAL LOW/MOD CREDIT {SUN, LINES 17-20) 810,762.09 22 PERCENT LOW/MOD CREDIT (LINE 21/LINE 11) 100.00% BENEFIT FOR MULTI YEAR CERTIFICATIONS 23 PROGRAM YEARS(PY) COVERED IN CERTIFICATION PY PY PY 24 CUMULATIVE NET EXPENDITURES SUBJECT TO LOW/MOD BENEFIT CALCULATION 0.00 25 CUMULATIVE EXPENDITURES BENEFITING LOW/MOD PERSONS 0.00 26 PERCENT BENEFIT TO LOW/MOD PERSONS (LINE 25/LINE 24) 0.00% U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DATE: 09-11-03 OFFICE OF COMMUNITY PLYING AND DEVELOPMENT TIME: 12:09 INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM PAGE: 2 CDBG FINANCIAL SU~RY FOR PROGP~ YEAR 2002 07-01-2002 TO 06-30-2003 IOWA CITY, IA PUBLIC SERVICE (PS) CAP CALCULATIONS 27 DISBURSED IN IDIS FOR PUBLIC SERVICES 150,500.00 28 PS UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 0.00 29 PS UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM yEAR 0.00 30 ADJUSTMENT TO COMPUTE TOTAL PS OBLIGATIONS 0.00 31 TOTAL PS OBLIGATIONS (LINE 27 + LINE 28 - LINE 29 + LINE 30} 150,500.00 32 ENTITLEMENT GRANT 950,000.00 33 PRIOR YEAR PROGRAM INCOME 209,434.77 34 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PS CAP 0.00 35 TOTAL SUBJECT TO PS CAP (SUM, LINES 32-34) 1,159,434.77 36 PERCENT FUNDS OBLIGATED FOR PS ACTIVITIES {LINE 31/LINE 35) 12.98% PLANNING ~/~D ADMINISTRATION (PA) CAP 37 DISBURSED IN IDIS FOR PL~ANNING/ANMINISTRATION 135,497.56 38 PA UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 0.00 39 PA UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 0.00 40 ADJUSTMENT TO COMPUTE TOTAL PA OBLIGATIONS 0.00 41 TOTAL PA OBLIGATIONS (LINE 37 + LINE 38 - LINE 39 +LINE 40) 135,497.56 42 ENTITLEMENT GRANT 950,000.00 43 CURRENT YEAR PROGPJ~4 INCOME 131,715.30 44 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PA CAP 0.00 45 TOTAL S~3BJECT TO PA CAP (SUM, LINES 42-44) 1,081,715.30 46 PERCENT FUNDS OBLIGATED FOR PA ACTIVITIES {LINE 41/LINE 45) 12.53% IDIS - C04PR26 U.S. DEPARTMENT OF MOUSING AND URBAN DEVELOPMENT DATE: 09-11-03 OFFICE OF COMMUNITY PLAN~ING ~ DEVELOPMENT TIME: 12:09 INTEGRATED DISBURSEMENT AND INFOR~4ATION SYSTEM PAGE: 3 CDBG FINANCIAL SUMMARY FOR PROGP. AM YEAR 2002 07-01 2002 TO 06 30 2003 IOWA CITY, IA LINE 17 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING T~E AMOUNT TO ENTER ON LINE 17 NONE FOUND IDIS - C04PR26 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DATE: 09-11 03 OFFICE OF COM~4UNITY PLYING ASrD DEVELOPMENT TIME: 12:09 INTEGP~ATED DISBURSEMENT AArD INFORMATION SYSTEM PAGE: 4 CDBG FINANCIAL S~4ARY FOR PROGR3~M YEAR 2002 07 01-2002 TO 06 30-2003 IOWA CITY, IA LINE 18 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 18 PGM PROJ IDIS MATRIX NTL YEAR ID ACT ID ACTIVITY NAME CODE OBJ DRAWN AMOUNT 2001 0010 201 FACILITY RENOVATION 14B LM~ 1,252.75 TOTAL: 1,252.75 IDIS - C04PR26 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DATE: 09-11-03 OFFICE OF COM~MLINITY PI~ING AND DEVELOPMENT TIME; 12:09 INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM PAGE: 5 CDBG FINANCIAL SU~RY FOR PROGRAM YEAR 2002 07-01-2002 TO 06-30-2003 IOWA CITY, IA LINE 19 DETAIL: ACTIVITIES IHCLUDED IN THE COMPUTATION OF LINE 19 PGM PROJ IDIS MATRIX NTL YEAR ID ACT ID ACTIVITY N~ME CODE OBJ DRAWN AMOUNT 1999 0005 142 OLD BRICK - ACCESSIBILITY 03 LMC 10,007.00 1999 0005 142 OLD BRICK - ACCESSIBILITY 03 LMC 9,993.00 2000 0009 170 H~AN'S BLESSING CHILD CARE CENTER 03M LMC 2,163.00 2000 0009 170 }tANNAN'S BLESSING CHILD CARE CENTER 03M LMC 2,296.00 2000 0009 170 H~AN'S BLESSING CHILD CARE CENTER 03M LMC 13,496.00 2001 0002 193 MICRO-ENTERPRISE BUSINESS 18C LMCMC 3,469.49 2001 0008 199 NCJC - FACILITY RERAB 03M LMC 364.44 2001 0012 203 PENINSLUA AFFORDANLE RENTAL HOUSING 01 LMH 24,464.46 2001 0012 203 PENINSLUA AFFORDABLE RENTAL HOUSING 01 LMH 4,410.84 2001 0012 203 PENINSLUA AFFORDABLE RENTAL HOUSING 01 LMH 15,158.00 2001 0014 204 STUDENT BUILT HOUSE 01 LMH 5,000.00 2001 0014 204 STUDENI BUILT HOUSE 01 LMH 436.00 2001 0019 209 HOUSING REHABILITATION PROGRAM 14A LMH 13,407.01 2001 0019 209 HOUSING REHABILITATION PROGRAM 14A LMH 3,640.15 2001 0019 209 HOUSING REHABILITATION PROGRAM 14A LMH 9,722.69 2001 0019 209 HOUSING REHABILITATION PROGP-AM 14A LMH 2,628.42 2002 0021 220 DVIP FURNITURE PROJECT 05 LMC 2,587.36 2002 0021 220 DVIP FURNITURE PROJECT 05 LMC 1,912.64 2002 0022 224 EHP SHELTER COORDINATOR 05 LMC 1,500.00 2002 0022 224 EHP SHELTER COORDINATOR 05 LMC 1,500.00 2002 0022 224 EHP SHELTER COORDINATOR 05 LMC 1,500.00 2002 0022 224 EHP SHELTER COORDINATOR 05 LMC 1,500.00 2002 0022 224 EHP SHELTER COORDINATOR 05 LMC 1,500.00 2002 0022 224 EHP SHELTER COORDINATOR 05 LMC 1,500.00 2002 0022 224 EHP SHELTER COORDINATOR 05 LMC 1,500.00 2002 0022 224 EHP SHELTER COORDINATOR 05 LMC 3,000.00 2002 0022 224 EHP SHELTER COORDINATOR 05 LMC 1,500.00 2002 0022 224 EHP SHELTER COORDINATOR 05 LMC 3,000.00 2002 0023 223 FREE MEDICAL CLINIC CASE M2MNAGEMENT 05M LMC 1,636.36 2002 0023 223 FREE MEDICAL CLINIC CASE MANAGEMENT 05M LMC 1,636.36 2002 0023 223 FREE MEDICAL CLINIC CASE MANAGEMENT 0SM I/MC 1,636.36 2002 0023 223 FREE MEDICAL CLINIC CASE MANAGEMENT 05M LMC 1,636.36 2002 0023 223 FREE MEDICAL CLINIC CASE ~NAGEMENT 05M LMC 1,636.36 2002 0023 223 FREE MEDICAL CLINIC CASE MANAGEMENT 05M LMC 1,636.36 2002 0023 223 FREE MEDICAL CLINIC CASE MANAGEMENT 05M LMC 1,636.36 2002 0023 223 FREE MEDICAL CLINIC CASE MANAGEMENT 05M LMC 1,636.36 2002 0023 223 FREE MEDICAL CLINIC CASE MOMNAGEMENT 05M LMC 1,636.36 2002 0023 223 FREE MEDICAL CLINIC CASE M/~AGEMENT 05M AMC 1,636.36 2002 0023 223 FREE MEDICAL CLINIC CASE MANAGEMENT 05M Ik4C 1,636.40 2002 0024 221 CRISIS CENTER - FOOD BANK EXPANSION 03 LMC 31,195.80 2002 0024 221 CRISIS CENTER - FOOD BARK EXPANSION 03 LMC 21,189.66 2002 0024 221 CRISIS CENTER - FOOD BA/qK EXPANSION 03 LMC 14,169.54 2002 0025 227 NCJC FACILITY REHABILITATION 03M LMC 9,156.44 2002 0025 227 NCJC FACILITY REHABILITATION 03M LMC 2,575.00 2002 0025 227 NCJC FACILITY REHABILITATION 03M LMC 1,717.76 2002 0026 217 UNITED ACTION FOR YOUTH ACQUISITION 03D LMC 225,000.00 2002 0027 226 WESLEY FOLINDATION FACILITY REMAB 03 LMC 38,777.75 2002 0028 231 SMALL REPAIR PROGR3~4 14A LMM 4,493.42 2002 0028 231 SMALL REPAIR PROGR3~M 14A LMH 4,397.18 2002 0028 231 SMALL REPAIR PROGRAm4 14A LMH 2,126.06 2002 0028 231 SMALL REPAIR PROGRAM 14A LMH 2,496.90 2002 0028 231 SMALL REPAIR PROGRAM 14A LMH 7,252.18 2002 0028 231 SMALL REPAIR PROGRA34 14A LM~ 4,600.60 2002 0028 231 SMALL REPAIR PROGRAm4 14A LMM 3,181.12 2002 0028 231 SMALL REPAIR PROGP~AM 14A LMH 5,544.10 2002 0028 231 SMALL REPAIR PROGRAM 14A LMH 5,908.44 2002 0029 230 DEPOSIT ASSISTANCE PROGRAM 05T LMH 1,600.00 2002 0029 230 DEPOSIT ASSISTANCE PROGP, AM 05T LS~q 1,371.00 2002 0028 230 DEPOSIT ASSISTANCE PROGRAM 05T LMH 2,029.00 2002 0035 216 HOUSING REMABILITATION PROGRAM 14A LMH 16,057.15 2002 0035 216 MOUSING REHABILITATION pROGR~M 14A LMM 676.19 2002 0035 216 MOUSING REHABILITATION PROGR~ 14A LMM 2,737.28 2002 0035 216 HOUSING RE}{ABILITATION PROGRAM 14A LMH 12,014.59 2002 0035 216 HOUSING REMABILITATION PROGRAM 14A LMH 20,740.73 2002 0035 216 MOUSING REHABILITATION pROGPJ~M 14A LShq 655.87 2002 0035 216 MOUSING REPL~ILITATION PROGR~kM 14A LM~ 12,212.39 2002 0035 216 HOUSING REHABILITATION PROGRAM 14A LMH 1,446.33 2002 0035 216 HOUSING REHABILITATION PROGRAM 14A LMH 10,983.06 2002 0035 216 HOUSING REHABILITATION PROGRAM 14A LMM 1,146.05 2002 0035 216 MOUSING REF~BILITATION PROGRAM 14A LMM 10,424.25 2002 0035 216 MOUSING REF~ILITATION pROGR3~4 14A LM~ 618.11 2002 0035 216 HOUSING RE~ABILITATION PROGR3~M 14A LMH 9,424.84 2002 0035 216 HOUSING REHABILITATION PROGR3~4 14A LMH 9,957.96 2002 0035 216 HOUSING REHABILITATION PROGRAM 14A LM}{ 5,980.03 2002 0035 216 HOUSING REMkBILITATION PROGRAM 14A LMH 3,423.78 2002 0835 216 HOUSING RE~ILITATION pROGP~AM 14A LMH 14,133.00 2002 0035 216 HOUSING RENABILITATION PROGRAM 14A LMH 13,156.78 2002 0035 216 MOUSING REF~BILITATION pROGRJ~4 14A LM~ 8,782.50 2002 0037 222 AID TO AGENCIES 05 LMC 16,025.33 2002 0037 222 AID TO AGENCIES 05 LMC 20,745.66 2002 0037 222 AID TO AGENCIES 05 LMC 7,028.86 2002 0037 222 AID TO AGENCIES 05 LMC 7,091.34 2002 0037 222 AID TO AGENCIES 05 LMC 7,548.09 2002 0037 222 AID TO AGENCIES 05 LMC 6,699.33 2002 0037 222 AID TO AGENCIES 05 LMC 6,558.56 2002 0037 222 AID TO AGENCIES 05 LMC 6,538.21 2002 0037 222 AID TO AGENCIES 05 LMC 6,845.21 2002 0037 222 AID TO AGENCIES 05 LMC 6,818.36 2002 0037 222 AID TO AGENCIES 05 LMC 7,466.32 2002 0037 222 AID TO AGENCIES 05 LMC 5,634.73 TOTAL: 809,509.34 SECTION 5 (d) Summary of Activities - CO4PR03 IDIS C04PR03 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DATE: 08 26 03 OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT TIME: 10:53 INTEGP~ATED DISBURSEMENT ARD INFORMATION SYSTEM PAGE: 1 CDBG ACTIVITY SU~RY REPORT (GPR) FOR PROGP~AM YEAR 2002 07-01 2002 TO 06-30-2003 IOWA CITY, IA PGM YEAR: 1997 PROJECT: 0019 SWENSON & ASSOCIATES - L4~ND ACQUISITION ACTIVITY: 75 AFFORDABLE HOMEOWNERSHIP PROGR3LM MATRIX CODE: 01 REG CITATION: 570.201(A) NATIONAL OBJ: LMH STATUS: COMPLETED 08-21-02 LOCATION: DESCRIPTION: 1622, 1605 AND 1552 DICKENSON I~NE A PRIVATE FOR-PROFIT ORGANIZATION WILL ACQUIRE VACANT LOTS AND BUILD STARTER IOWA CITY,IA 52240 HOMES FOR LOWER INCOME HOUSEHOLDS. THE FUNDS USED TO pURCHASE THE LOTS WILL ACT AS A 2ND MORTGAGE. FINANCING: ACCOMPLISWMENTS: INITIAL FUNDING DATE: 07-01-97 PROPOSED TYPE: ACTIVITY ESTIMATE: 68,238.00 PROPOSED UNITS: FI/NDED ~34OUNT: 2,571.00 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.08 ACTUAL UNITS: DRAWN THRU PGM YR: 2,571.00 DRAWN IN PGM YR: 0.00 NUMBER OF HOUSEHOLDS ASSISTED: TOTAL ~ #HISPANIC TOTAL LOW/MOD: 3 WHITE: 2 0 TOTAL LOW: 2 BIJ~CK/AFRICAN ANERICAN: 0 0 TOTAL EXTREMELY LOW: 0 ASIAN: 0 0 TOTAL FEMALE HEADED: 1 AMERICAN INDIAN/AL4%S~ NATIVE: 0 0 NATIVE P2%WAIIAN/OTHER PACIFIC ISLANDER: 0 0 AMERICAN INDIAN/ALASKAN NATIVE & WHITE: 0 0 ASIAN & WHITE: 0 0 BLACK/AFRICAN AMERICAN & WHITE: 0 0 AN.INDIAN/ALASKAN NATIVE & BLACK/AFRICAN AM: 0 0 PGM YEAR: 1998 PROJECT: 0017 - City of Iowa City ACTIVITY: 117 PROGRAM ADMINISTRATION MATRIX CODE: 2lA REG CITATION: 570.206 NATIONAL OBJ: STATUS: COMPLETED 08-21-02 LOCATION: DESCRIPTION: 410 E. WASWINGTON STREET CDBG AbrD HOME PROGRAM ADMINISTP~kTION FOR FY99. IOWA CITY,IA 52240 FINANCING: ACCOMPLISHMENTS: INITIAL FUbrDING DATE: 07-01-98 PROPOSED TYPE: ACTIVITY ESTIMATE: 173,371.19 PROPOSED UNITS: FUNDED AMOUNT: 113,571.19 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: DRAWN THRU PGM YR: 113,571.19 DRAWN IN PGM YR: 0.00 NUMBER OF ASSISTED: TOTAL ~ #HISP~/qIC TOTAL LOW/MOD: 0 WHITE: 0 0 TOTAL LOW: 0 BLACK/AFRICAN AMERICAN: 0 0 TOTAL EXTREMELY LOW: 0 ASIAn: 0 0 TOTAL FEMALE HEADED: 0 ANERICAN INDIAN/ALASKAN NATIVE: 0 0 NATIVE HAWAIIAN/OTHER PACIFIC ISL4%NDER: 0 0 AMERICAN INDIAN/ALASKAN NATIVE & WHITE: 0 0 ASIAN & WHITE: 0 0 BLACK/AFRICAN AMERICAN & WHITE: 0 0 AM.INDIAN/AI~S~AN NATIVE & BLACK/AFRICAN AM: 0 0 OTHER MULTI RACIAL: 0 0 ASIAN/PACIFIC ISLANDER: 0 0 HISPANIC: 0 0 TOTAL: 0 0 ACCOMPLISHMENT NARRATIVE: ***** EXTENDED ACTIVITY NARRATIVE: ***** PGM YEAR: 1999 PROJECT: 0020 - City of Iowa city ACTIVITY: 134 - CITY OF IOWA CITY - PROGRA24 ADMIN MATRIX CODE: 2lA REG CITATION: 570.206 NATIONAL OBJ: STATUS: UNDERWAY LOCATION: DESCRIPTION: 410 E. WASHINGTON STREET ADMINISTHATION OF THE CDBG AND HOME PROGRAMS FOR FY00. THIS INCLUDES IOWA CITY,IA 52240 $70,000 EARMARKED FOR CONTINGENCY. FINANCING: ACCOMPLISHMENTS: INITIAL FUNDING DATE: 07 01-99 PROPOSED TYPE: ACTIVITY ESTIMATE: 185,276.61 PROPOSED UNITS: FL~DED AMOUNT: 120,976.61 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: DHAWN THRU PGM YR: 120, 976.61 DRAWN IN PGM YR: 0.00 NUMBER OFNOUSEHOLDS ASSISTED: TOTAL # #HISPANIC TOTAL LOW/MOD: 0 WHITE: 0 0 TOTAL LOW: 0 BLACK/AFRICAN AMERICAN: 0 0 TOTAL EXTREMELY LOW: 0 ASIAN: 0 0 TOTAL FEMALE HEADED: 0 AMERICAN IWHIAM/ALASKAN NATIVE: 0 0 NATIVE HAWAIIAN/OTHER PACIFIC ISLD/~DER: 0 0 ~34ERICAN INDIAN/ALASKAN NATIVE & W~ITE: 0 0 ASIAN & WHITE: 0 0 BLACK/AFRICAN AMERICAN & WHITE: 0 0 ~34.INDIAN/ALASKAN NATIVE & BLACK/AFRICAN AM: 0 0 OTHER MULTI-RACIAL: 0 0 ASIAM/PACIFIC ISLANDER: 0 0 HISPANIC: 0 0 TOTAL: 0 0 ACCOMPLISHMENT NANP~TIVE: ***** EXTENDED ACTIVITY NARR3%TIVE: ***** PGM YEAR: 1999 PROJECT: 0005 - Old Brick ACTIVITY: 142 - OLD BRICK ACCESSIBILITY MATRIX CODE: 03 REG CITATION: 570.201(C) NATIONAL OBJ: LMC STATUS: COMPLETED 08 14-03 LOCATION: DESCRIPTION: 26 E. MARKET STREET INSTALLATION OF AN ELEVATOR IN THE BUILDING SO PERSONS WITH DISABILITIES A-ND THE IOWA CITY, IA 52245 ELDERLY CAN ACCESS THE FACILITY. FINANCING: ACCOMPLISHMENTS: INITIAL Fb~DING DATE: 07 01-99 PROPOSED TYPE: ACTIVITY ESTIMATE: 20,000.00 PROPOSED UNITS: FLIED AMOUNT: 20, 000.00 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: DRAWN THRU PGM YR: 20, 000.00 DRAWN IN PGM YR: 20, 000.00 NUMBER OF PERSONS ASSISTED: TOTAL ~ #HISPANIC TOTAL LOW/MOD: 12,000 W~ITE: 13,537 442 TOTAL LOW: 0 BLACK/AFRICAN AMERICAN: 563 0 TOTAL EXTREMELY LOW: 12,000 ASIAN: 855 0 TOTAL FEMALE HEADED: 0 ~34ERICAN INDIAN/ALASKAN NATIVE: 45 0 NATIVE FIAWAIIAN/OTHER PACIFIC ISLANDER: 0 0 AMERICAN INDIA-N/ALASK~ NATIVE & WHITE: 0 0 ASIAN & WHITE: 0 0 BI,ACK/AFRICAN AMERICAN & WHITE: 0 0 AM. INDIAN/ALASYJ%N NATIVE & BLACK/AFRICAN AM: 0 0 OTHER MULTI-RACIAL: 0 0 ASIAN/PACIFIC ISLAbrDER: 0 0 RISPANIC: 0 0 TOTAL: 15,000 442 ACCOMPLISHMENT NARRATIVE: ***** EXTENDED ACTIVITY NARRATIVE: ***** PGM YEAR: 2000 PROJECT: 0009 - Nannah's Blessing Day Care Center ACTIVITY: 170 - HANNAH'S BLESSING CHILD CARE CENTER MATRIX CODE: 09M REG CITATION: 570.201(C) NATIONAL OBJ: LMC STATUS: COMPLETED 08 14-03 LOCATION: DESCRIPTION: 1516 SHERIDAN STREET ACQUISITION OF REAL PROPERTY TO BE USED AS A DAY CANE. SOMEREPLABILITATION OF IOWA CITY,IA 52240 THE SITE WILL BE NEEDED TO COMPLY WITH THELICENCING REQUIREMENTS. FINANCING: ACCOMPLISHMENTS: INITIAL FIINDING DATE: 08-28-00 PROPOSED TYPE: ACTIVITY ESTIMJ%TE: 211, 213.33 PROPOSED L~ITS: FUNDED AMOUNT: 211,213.33 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: DRAWN TNRU PGM YR: 211, 213.33 DRAWN IN PGM YR: 17,955.00 NUMBER OF PERSONS ASSISTED: TOTAL # #HISPANIC TOTAL LOW/MOD: 3 W~ITE: 0 0 TOTAL LOW: 3 BL~CK/AFRICAN AMERICAN: 3 0 TOTAL EXTREMELY LOW: 0 ASIAN: 0 0 TOTAL FEMALE HEADED: 1 AMERICAN INDIAN/ALASKAN NATIVE: 0 0 NATIVE ~AWAIIAN/OTHER PACIFIC ISL~/~DER: 0 0 AMERICAN INDIAN/ALASK~-N NATIVE & WHITE: 0 0 ASIAN & WHITE: 0 0 BLACK/AFRICAN AMERIC/~N & WHITE: 1 0 AM. INDIAN/AI~AS~3%N NATIVE & BLACK/AFRICAN ~: 0 0 OTHER MULTI-RACIAL: 0 0 ASIAN/PACIFIC ISLANDER: 0 0 HISPANIC: 0 0 TOTAL: 4 0 ACCOMPLISHMENT NARRATIVE: ***** EXTENDED ACTIVITY NANRATIVE: ***** PGM YEAR: 2000 PROJECT: 0022 Mid-Eastern Council on Chemical ~3ouse ACTIVITY: 177 - MECCA - NEW CONST TR~SITIONAL HOUSING MATRIX CODE: 12 REG CITATION: 570.201(M) NATIONAL OBJ: LWH STATUS: COMPLETED 08-18-03 LOCATION: DESCRIPTION: 430 SOLVfNGATE AVENUE CONSTRUCTION OF A FACILITY TO HOUSE OFFICES AND 12 TWO-BEDROOM APARTMENTS TO IOWA CITY, IA 52240 PROVIDE TRANSITIONAL HOUSING TO MECCA'S SUBSTANCE ABUSE CLIENTS. FINANCING: ACCOMPLISHMENTS: INITIAL FUA/DIMG DATE: 08-28 00 PROPOSED TYPE: ACTIVITY ESTI~TE: 345,000.00 PROPOSED UNITS: FUNDED ;%MOU~T: 138,650.00 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: DRAWH THRU PGM YR: 138,650.00 DRAWN IN PGM YR: 0.00 NUMBER OF PERSONS ASSISTED: TOTAL # #HISPAMIC TOTAL LOW/MOD: 13 WHITE: 10 0 TOTAL LOW: 0 BLACK/AFRICAN AMERICAN: 3 0 TOTAL EXTREMELY LOW: 13 ASIAN: 0 0 TOTAL FEMALE HEADED: 12 AMERICAN INDIAN/ALASKAN NATIVE: 0 0 NATIVE HAWAIIAN/OTHER PACIFIC ISLANDER: 0 0 AMERICAN INDIAN/ALASKAN NATIVE & WHITE: 0 0 ASIAN & W~ITE: 0 0 BLACK/AFRICAN AMERICAN & WHITE: 0 0 AM.INDIAM/ALASKA~ NATIVE & BLACK/AFRICAN AM: 0 0 OTHER MULTI RACIAL: 0 0 ASIAN/PACIFIC ISL~%NDER: 0 0 HISPANIC: 0 0 TOTAL: 13 0 ACCOMPLISHMENT NARRATIVE: ***** EXTENDED ACTIVITY NANRATIVE: ***** PGM YEAR: 2000 PROJECT: 0021 - City of Iowa City ACTIVITY: 181 - PROGRAM ADMINISTRATION (CDBG & HOME) MATRIX CODE: 2lA REG CITATION: 570.206 NATIONAL OBJ: STATUS: UNDERWAY LOCATION: DESCRIPTION: 410 E~ST WASNINGTON STREET ADMINISTP~TION OF TEE CDBG A~ HOME PROGR~34S. IOWA CITY, IA 52240 FINANCING: ACCOMPLISHMENTS: INITIAL FUNDING DATE: 08-28 00 PROPOSED TYPE: ACTIVITY ESTIMATE: 203,278.82 PROPOSED UNITS: FL~qDED ~MOLrNT: 139, 078.82 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: DP, AWN THRU PGM YR: 139, 078.82 DRAWN IN PGM YR: 0.00 5UJMBER OF ASSISTED: TOTAL ~ #HISPANIC TOTAL LOW/MOD: 0 WHITE: 0 0 TOTAL LOW: 0 BLACK/AFRICAN AMERICAN: 0 0 TOTAL EXTREMELY LOW: 0 ASIAn: 0 0 TOTAL FEMALE HEADED: 0 D34ERICAN INDIAN/ALASKAN NATIVE: 0 0 NATIVE HAWAIIAN/OTHER PACIFIC ISLANDER: 0 0 AMERICAN INDIAN/ALASKAN NATIVE & W~ITE: 0 0 ASIAN & WHITE: 0 0 BLACK/AFRICAN AMERICAN & ~q{ITE: 0 0 AN.INDIAN/ALASKAN NATIVE & BLACK/AFRICAN ;~M: 0 0 OTHER MULTI R3%CIAL: 0 0 ASIAN/PACIFIC ISLANDER: 0 0 HISPANIC: 0 0 TOTAL: 0 0 ACCOMPLISHMENT NARRATIVE: ***** EXTENDED ACTIVITY NARRATIPE: ***** PGM YEAR: 1999 PROJECT: 0013 Greater Iowa City Housing Fellowship ACTIVITY: 188 GICHF - ACQ & REHAB M~TRIX CODE: 14G REG CITATION: 570.202 NATIONAL OBJ: LMH STATUS: COMPLETED 08 20 03 LOCATION: DESCRIPTION: 904 BENTON #12 ACQUIRE AND RENAB A PROPERTY THAT WILL BE USED FOR AFFORDABLE RENTAL IOWA CITY,IA 52240 HOUSING. THIS ACTIVITY IS BEING DONE BY A CHDO. FINANCING: ACCOMPLISHMENTS: INITIAL FUNDING DATE: 11 30 00 PROPOSED TYPE: ACTIVITY ESTIMATE: 74, 989.00 PROPOSED UNITS: FUNDED AMOUNT: 27,909.00 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: DHAWN THRU PGM YR: 27,909.00 DRANN IN PGM YR: 0.80 NUMBER OF HOUSEHOLDS ASSISTED: TOTAL # #NISPANIC TOTAL LOW/MOD: 1 WHITE: 1 0 TOTAL LOW: 1 BLACK/AFRICAN ~34ERICA~: 0 0 TOTAL EXTREMELY LOW: 0 ASIAN: 0 0 TOTAL FEMALE NEADED: 0 AMERICAN INDIAN/ALASKAN NATIIrE: 0 0 NATIVE NAWAIIAN/OTNER PACIFIC ISLANDER: 0 0 AMERICAN INDIAN/ALASKAN NATIVE & WHITE: 0 0 ASIAN & WHITE: 0 0 BLACK/AFRICAN AMERICAN & WHITE: 0 0 AM.INDIAN/ALASKAN NATIVE & BLACK/AFRICAN AM: 0 0 OTHER MULTI RACIAL: 0 0 ASIAN/PACIFIC ISLJINDER: 0 0 HISPANIC: 0 0 TOTAL: 1 0 ACCOMPLISHMENT NARRATIVE: ***** EXTENDED ACTIVITY NANRATIYE: ***** PGM YEAH: 2001 PROJECT: 0001 Extend the Dream Foundation ACTIVITY: 192 - MICRO ENTERPRISE DEVELOPMENT MATRIX CODE: 18C REG CITATION: 570.201(0) NATIONAL OBJ: LMCMC STATUS: COMPLETED 08-12 O2 LOCATION: DESCRIPTION: 401 S. GILBERT STREET THIS IS A BUSINESS INCUBATOR TIL~T WILL PROVIDE 5 START UP BUSINESSES IOWA CITY,IA 52240 (OWNED OR OPERATED BY PERSONS WITH DISABILITIES) WITH REDUCED RATE COMMERCIAL SPACE. FINANCING: ACCOMPLISHMENTS: INITIAL FUNDING DATE: O 8-07 01 PROPOSED TYPE: ACTIVITY ESTIMATE: 106,750.00 PROPOSED UNITS: FUNDED AMOUNT: 106,750.00 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: DRAWH THRU PGM YR: 106,750.00 DRAWH IN PGM YR: 0.00 NUMBER OF PERSONS ASSISTED: TOTAL ~ #HISPANIC TOTAL LOW/MOD: 10 WHITE: 7 0 TOTAL LOW: 2 BLACK/AFRICAN AMERICAN: 1 0 TOTAL EXTREMELY LOW: 8 ASIAN: 0 0 TOTAL FEMALE HEANED: 1 ~24ERICAN INDIAN/ALASKAN NATIVE: 1 0 NATIVE NAWAIIAN/OTRER PACIFIC ISLANDER: 0 0 AMERICAN INDIAN/ALASKA~ NATIVE & WHITE: 0 0 ASIAN & WHITE: 0 0 BL~CK/AFRICAN AMERICAN & WHITE: 0 0 AM.INDIAN/ALASKAN NATIVE & BLACK/AFRICAN AM: 0 0 OTHER MULTI-RACIAL: 0 0 ASIAN/PACIFIC ISLANDER: 0 0 HISPANIC: 1 1 TOTAL: 10 1 ACCOMPLISHMENT NARRATIVE: ***** EXTENDED ACTIVITY NARRATIVE: ***** PGM YEAR: 2001 PROJECT: 0002 - Ruby's Pearl ACTIVITY: 193 - MICRO-ENTERPRISE BUSINESS MATRIX CODE: 18C REG CITATION: 570.201(0) NATIONAL OBJ: LMCMC STATUS: UNDERWAY LOCATION: DESCRIPTION: 13 S. LINN STREET START-UP OF A MICRO-ENTERPRISE BUSINESS. IOWA CITY, IA 52240 FINANCING: ACCOMPLISHMENTS: INITIAL FUNDING DATE: 08 07-01 PROPOSED TYPE: ACTIVITY ESTIMATE: 20,000.00 PROPOSED UNITS: FUNDED AMOUNT: 20,000.00 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: DRAWN TERU PGM YR: 3,469.49 DRAWN IN PGM YR: 3,469.49 NUMBER OF PERSONS ASSISTED: TOTAL # #HISPANIC TOTAL LOW/MOD: 2 WHITE: 2 0 TOTAL LOW: 1 BLACK/AFRICAN AMERICA-N: 0 0 TOTAL EXTREMELY LOW: 1 ASIAn: 0 0 TOTAL FEMALE HEADED: 2 AMERICAN INDIAN/ALASKAN NATIVE: 0 0 NATIVE HAWAIIAN/OTHER PACIFIC ISLARDER: 0 0 AMERICAN INDIAN/ALaSKAN NATIVE & WHITE: 0 0 ASIAN & WHITE: 0 0 BLACK/AFRICAM AMERICAN & WHITE: 0 0 AM.INDIAN/ALASKAN NATIVE & BLACK/AFRICAN AM: 0 0 OTHER MULTI-RACIAL: 0 0 ASIAN/PACIFIC ISLJ~NDER: 0 0 TOTAL: 2 0 ACCOMPLISHMENT NARRATIVE: ***** EXTENDED ACTIVITY NARRATIVE: ***** PGM YEAR: 2001 PROJECT: 0003 DVIP Furniture Project ACTIVITY: 194 FURNITURE PROJECT MATRIX CODE: 05 REG CITATION: 570.201(E) NATIONAL OBJ: LMC STATUS: COMPLETED 08-13-02 LOCATION: DESCRIPTION: 1147 S. RIVERSIDE DRIVE THIS IS A SERVICE THAT PROVIDES USED FL~NITUNE TO PERSONS AND FAMILIES THAT IOWA CITY, IA 52240 ARE HOMELESS OR EXTREMELY LOW INCOME. FINANCING: ACCOMPLISEMENTS: INITIAL FUNDING DATE: 08-07-01 PROPOSED TYPE: ACTIVITY ESTIMATE: 13,500.00 PROPOSED UNITS: FUNDED AMOUNT: 13, 500.00 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: DRAWN THRU PGM YR: 13,500.00 DRAWN IN PGM YR: 0.00 NUMBER OF PERSONS ASSISTED: TOTAL # #HISPANIC TOTAL LOW/MOD: 188 WHITE: 90 0 TOTAL LOW: 188 BLACK/AFRICAN AMERICAN: 82 0 TOTAL EXTREMELY LOW: 0 ASIAN: 0 0 TOTAL FEMALE HEADED: 164 AMERICAN INDIAN/ALASK3kN NATIVE: 4 0 NATIVE HAWAIIAN/OTHER PACIFIC ISLAArDER: 0 0 PGM YEAR: 2001 PROJECT: 0004 Emergency Housing Project -- Shelter Coordinator ACTIVITY; 195 EHP - SHELTER COORDINATOR MATRIX CODE: 05 REG CITATION: 570.201(E) NATIONAL OBJ: LMC STATUS: COMPLETED 08-12 02 LOCATION: DESCRIPTION: 331 N. GILBERT STREET INCREASE THE STAFFING LEVEL TO HELP COORDINATE SHELTER ACTIVITIES AND IOWA CITY,IA 52245 ASSIST THE CLIENTS IN ACCESSING SUPPORTIVE SERVICES. FINANCING: ACCOMPLISHMENTS: INITIAL FUMDING DATE: 08 07-01 PROPOSED TYPE: ACTIVITY ESTIMATE: 25,000.00 PROPOSED UNITS: FUNDED AMOUNT: 25,000.00 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: DRAWN TRRU PGM YR: 25,000.00 DRAWN IN PGM YR: 0.00 NOMBER OF PERSONS ASSISTED: TOTAL # #HISPANIC TOTAL LOW/MOD: 772 WHITE: 549 0 TOTAL LOW: 0 BLACK/AFRICAN AMERICAN: 158 0 TOTAL EXTREMELY LOW: 772 ASIAM: 0 0 TOTAL FEMALE HF~ED: 23 AMERICAN INDIAN/ALASKAN NATIVE: 6 0 NATIVE HAWAIIAN/OTHER PACIFIC ISLA~ER: 0 0 AMERICAN INDIAN/ALASKAN NATIVE & WHITE: 0 0 ASIAN & WHITE: 0 0 BLACK/AFRICAN AMERICAN & WHITE: 0 0 AN.INDIAM/ALASKAN NATIVE & BLACK/AFRICAN AM: 0 0 OTHER MULTI-RACIAL: 0 0 ASIAN/PACIFIC ISLANDER: 8 0 HISPANIC: 51 51 TOTAL: 772 51 ACCOMPLISRMENT NANRATIVE: ***** EXTENDED ACTIVITY NARRATIVE: ***** PGM YEAR: 2001 PROJECT: 0005 - Family Services ACTIVITY: 196 CONSUMER CREDIT COUNSELING MATRIX CODE: 05 REG CITATION: 570.201(E) NATIONAL OBJ: LMC STATUS: COMPLETED 08-13-02 LOCATION: DESCRIPTION: 1901 BROADWAY SUITE 115 FREE CREDIT COUNSELING AND DEBT MANAGEMENT SERVICES WILL BE PROVIDED TO LOW IOWA CITY, IA 52240 INCOME HOUSEHOLDS\PERSONS. FINANCING: ACCOMPLISHMENTS: INITIAL FUNDING DATE: 08-07-01 PROPOSED TYPE: ACTIVITY ESTIMATE: 4,925.00 PROPOSED UNITS: FUNDED AMOUNT: 4,925.00 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.O0 ACTUAL UNITS: DP~AWN TRRU PGM YR: 4,925.00 DP~AWN IN PGM YR: 0.00 NUMBER OF PERSONS ASSISTED: TOTD~L # #HISPANIC TOTAL LOW/MOD: 223 WHITE: 175 0 TOTAL LOW: 78 BLACK/AFRICAN AMERICAN: 31 0 TOTAL EXTREMELY LOW: 145 ASIAN: 0 0 TOTAL FEMALE HEADED: 124 AMERICAN INDIAN/ALASKAN NATIVE: 6 0 NATIVE ~3%WAIIAN/OTHER PACIFIC ISL~ER: 0 0 ~ERICAN INDIAN/ALASKAN NATIVE & WHITE: 0 0 ASIAN & WRITE: 0 0 BLACK/AFRICAN AMERICAN & WHITE: 0 0 AM.INDIAN/~J~ASK~N NATIVE & BLACK/AFRICAN AM: 0 0 OTRER MULTI-~ACIAL: 0 0 ASIAN/PACIFIC ISI~ER: 14 0 HISPANIC: 39 39 TOTAL: 265 39 ACCOMPLISHMENT NANRATIVE: ***** EXTENDED ACTIVITY NARRATIVE: ***** PGM YEAR: 2001 PROJECT: 0006 - Eagle's Flight, Inc. ACTIVITY: 197 - WOMEN'S HEALTH INITATIVE MATRIX CODE: 05M REG CITATION: 570.201(E) NATIOND~L OBJ: LMC STATUS: COMPLETED 08-20-02 LOCATION: DESCRIPTION: 130 LAFAYETTE STREET PROVIDE INFORMATION AND SERVICES TO WOMEN REGARDING HEALTH AND N~3TRITION. THE IOWA CITY, IA 52240 PROJECT WILL ALSO START UP A COMMUNITY GARDEN T~AT WILL PROVIDE FOOD TO LOW INCOME PERSONS. FINANCING: ACCOMPLISHMENTS: INITID~L FUNDING DATE: 08-07-O1 PROPOSED TYPE: ACTIVITY ESTIMATE: 9,575. 00 PROPOSED UNITS: FUl~DED AMOUNT: 9,575. 00 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: DP~AW~ THRU PGM YR: 9,575.00 DMAW~ IN PGM YR: 0. O0 NUMBER OF PERSONS ASSISTED: TOTAL # #HISPANIC TOTAL LOW/MOD: 41 WHITE: 4 0 TOTAL LOW: 4 BLACK/AFRICA~q AMERICAN: 34 0 TOTAL EXTREMELY LOW: 37 ASIAN-N: 0 0 TOTAL FEMALE HEADED: 32 ~34ERIC~/q INDIkN/ALASKAN NATIVE: 1 0 NATIVE HAWAIIAN/OTHER PACIFIC ISLANDER: 0 0 AMERICAN INDIAN/ALaSKAN NATIVE & WHITE: 0 0 ASIAN & WHITE: 0 0 BLACK/AFRICAN AMERICAN & WHITE: 0 0 AN.INDIAN/ALASKAN NATIVE & BLACK/AFRICAN ~M: 0 0 OTHER MULTI-RACIAL: 0 0 ASIAN/PACIFIC ISLANDER: 0 0 HISPANIC: 5 5 TOTAL: 44 5 ACCOMPLISHMENT NARRATIVE: ***** EXTENDED ACTIVITY NARRATIVE: ***** PGM YE~: 2001 PROJECT: 0007 Aid to AHencies ACTIVITY: 198 - AID TO AGENCIES MATRIX CODE: 05 REG CITATION: 570.201(E) NATIONAL OBJ: Ik4CSV STATUS: COMPLETED 08 13 02 LOCATION: DESCRIPTION: CITY-WIDE OPERATIONAL FUNDING IS PROVIDED TO THREE LOCAL HUMAN 8ERVICEAGENCIES {ELDER IOWA CITY, IA 52240 SERVICES, INC., LqqITED ACTION FOR YOUTH AND MID EASTERN IOWA COUNCIL ON CHEMICAL ABUSE). FINANCING: ACCOMPLISHMENTS: INITIAL FUNDING DATE: 08-07-01 PROPOSED TYPE: ACTIVITY ESTIMATE: 105,000.00 PROPOSED UNITS: FUNDED AMOUNT: 105,000.00 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: DRAWN THRU PGM YR: 105,000.00 DRAWN IN PGM YR: 0.00 NUMBER OF PERSONS ASSISTED: TOTAL ~ #HISPANIC TOTAL LOW/MOD: 5,709 WHITE: 5,453 0 TOT~tL LOW: 2,163 BLACK/AFRIC3%N AMERICAN: 437 0 TOTAL EXTREMELY LOW: 3,546 ASIAN: 0 0 TOTAL FE~3~LE HEADED: 1,713 ANERICAN INDIAN/ALASKAN NATIVE: 43 0 NATIVE HAWAIIAN/OTHER PACIFIC ISLANDER: 0 0 AMERICAN INDIAN/ALASKAN NATIVE & WHITE: 0 0 ASIAN & WHITE: 0 0 BLACK/AFRICAN AMERICAN & WHITE: 0 0 AN.INDIAN/ALASKAN NATI%~ & BLACK/AFRICAN AN: 0 0 OTHER MULTI-R~CIAL: 0 0 ASIAN/PACIFIC ISLANDER: 105 0 HISPANIC: 459 459 TOTAL: 6,497 459 ACCOMPLISHMENT NARRATIVE: ***** EXTENDED ACTIVITY NANHATIVE: ***** PGM YEAR: 2001 PROJECT: 0008 Neighborhood Centers of Johnson County ACTIVITY: 199 - NCJC FACILITY REHAB MATRIX CODE: 03M REG CITATION: 570.201(C) NATIONAL OBJ: LMC STATUS: COMPLETED 08-14-03 LOCATION: DESCRIPTION: 2105 BROADWAY STREET REHA~ OF THE CHILD CARE FACILITIES TO MEET LICENCING REQUIREMENTS. IOWA CITY, IA 52240 FINANCING: ACCOMPLISHMENTS: INITIAL FD/qDING DATE: 08-07-01 PROPOSED TYPE: ACTIVITY ESTI}4ATE: 23,975.00 PROPOSED I/NITS: FUNDED AMOUNT: 23,975.00 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: DP~AWN THRU PGM YR: 23,975.00 DRAWN IN PGM YR: 364.44 NUMBER OF PERSONS ASSISTED: TOTAL # #HISPANIC TOTAL LOW/MOD: 1,294 WHITE: 237 0 TOTAL LOW: 0 BLJ~CK/AFRICAN AMERICAM: 769 0 TOTAL EXTREMELY LOW: 1,294 ASIAN: 0 0 TOTAL FEMALE HEADED: 1,165 AMERICAN INDIAN/ALASKAN NATIVE: 4 0 NATIVE HAWAIIAN/OTHER PACIFIC ISLANDER: 0 0 AMERICAN INDIAN/ALASKAN NATIVE & WHITE: 0 0 ASIAN & WWITE: 0 0 BLACK/AFRICAN AMERICAN & WHITE: 0 0 AM.INDIAN/ALASKAN NATIVE & BLACK/AFRICAN AM: 0 0 OTHER MULTI-RACIAL: 0 0 ASIAN/PACIFIC ISLA~rDER: 75 0 HISPANIC: 209 209 TOTAL: 1,294 209 ACCOMPLISHMENT NARRATIVE: ***** EXTENDED ACTIVITY NANRATIVE: ***** PGM YE/Lq: 2001 PROJECT: 0009 - Pathways Adult Day Care ACTIVITY: 200 - FACILITY ACQUISITION MATRIX CODE: 03A REG CITATION: 570.201(C) NATIONAL OBJ: LMC STATUS: COMPLETED 08-13-02 LOCATION: DESCRIPTION: 817 PEPPERWOOD LANE PATHWAYS WILL BE PURCHASING TNE BUILDING IN JULY AND WILL UNDERTAKE REHAB IOWA CITY, IA 52240 {PRIVATE FUNDS) SHORTLY AFTER PURCHASE. FINANCING: ACCOMPLISHMENTS: INITIAL FLqkrDING DATE: 08-07-01 PROPOSED TYPE: ACTIVITY ESTIMATE: 300,000.00 PROPOSED UNITS: FUNDED AMOUNT: 300,000.00 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: DRAWN THRU PGM YR: 300,000.00 DRAWN IN PGM YR: 0.00 N~/MBER OF PERSONS ASSISTED: TOTAL # #HISPANIC TOTAL LOW/MOD: 47 W~ITE: 63 0 TOTAL LOW: 8 BLACK/AFRICAN ~34ERICAN: 1 0 TOTAL EXTREMELY LOW: 39 ASIAN: 0 0 TOTAL FEMALE HE~/DED: 14 ANERICAN INDIAN/ALASY~AN NATIVE: 0 0 NATIVE ~AWAIIA~/0THER PACIFIC ISLANDER: 0 0 AMERICAN INDIAN/ALASKAN NATIVE & WHITE: 0 0 ASIAN & WHITE: 0 0 BLACK/AFRICAN AMERICAN & WHITE: 0 0 AM.INDIAN/ALASKAN NATIVE & BLACK/AFRICAN AM: 0 0 OTHER MULTI-RACIAL: 0 0 ASIAN/PACIFIC ISLANDER: 0 0 HISPANIC: 0 0 TOTAL: 64 0 ACCOMPLISHMENT NARRATIVE: ***** EXTENDED ACTIVITY NARRATIVE: ***** PGM YEAR: 2001 PROJECT: 0010 - Hillcrest Family Services ACTIVITY: 201 - FACILITY RENOVATION MATRIX CODE: 14B REG CITATION: 570.202 NATIONAL OBJ: L~ STATUS: COMPLETED 08 14 03 LOCATION: DESCRIPTION: 728 BOWERY STREET COMPLETION OF THE RENOVATIONS STARTED LAST YEAR. THIS FINkLPORTION WILL INCLUDE IOWA CITY, IA 52240 RERAB TO TRE BATHROOM. FINANCING: ACCOMPLISNMENTS: INITIAL FUbrDING DATE: 08-07-O1 PROPOSED TYPE: ACTIVITY ESTIMATE: 8,167.O0 PROPOSED UNITS: FUNDED AMOL~T: 8,167.O0 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: DRAWN THRU PGM YR: 8,167.00 DRAWN IN PGM YR: 1,252.75 NUMBER OF PERSONS ASSISTED: TOTAL ~ #HISPANIC TOTAL LOW/MOD: 10 WHITE: 8 0 TOTAL LOW: 1 BLACK/AFRICAN AMERICAN: 1 0 TOTAL EXTREMELY LOW: 9 ASIAN: 0 0 TOTAL FEMALE HE~ED: 3 AMERIC~ INDIAN/ALASKAN NATIVE: 1 0 NATIVE HAWAIIAN/OTHER PACIFIC ISLANDER: 0 0 AMERICAN INDIAN/ALASKAN NATIVE & WHITE: 0 0 ASIAN & WHITE: 0 0 BL~CK/AFRICAN D34ERICAN & WHITE: 0 0 AM.INDIAN/ILLASKAN NATIVE & BLACK/AFRICAN AM: 0 0 OTHER MULTI-RACIAL: 0 0 ASIAN/PACIFIC ISL~ER: 0 0 HISPANIC: 0 0 TOTAL: 10 0 ACCOMPLISHMENT NARRATIVE: ***** EXTENDED ACTIVITY NARRATIVE: ***** PGM YEAR: 2001 PROJECT: 0011 Emergency Housing Project -- Facility Rehab ACTIVITY: 202 - FACILITY RE~U%B MATRIX CODE: 03C REG CITATION: 570.201(C) NATIONAL OBJ: LMC STATUS: COMPLETED 08-13w02 LOCATION: DESCRIPTION: 331 N. GILBERT STREET REFINISH SOME OF TWE FLOORING. IOWA CITY, IA 52240 FINANCING: ACCOMPLISHMENTS: INITIAL FUNDING DATE: 08-07-01 PROPOSED TYPE: ACTIVITY ESTIMATE: 1,410.00 PROPOSED ~NITS: FUNDED AMOUNT: 1,410.00 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: DP~WN THRU PGM YR: 1,410.00 DRAWN IN PGM YR: 0.00 NUMBER OF PERSONS ASSISTED: TOTAL # #HISPANIC TOTAL LOW/MOD: 772 WNITE: 549 0 TOTAL LOW: 0 BLACK/AFRICAN AMERICAN: 158 TOTAL EXTREMELY LOW: 772 ASIAN: 0 0 TOTAL FEMALE HEADED: 23 AMERICAN INDIAN/ALASKAN NATIVE: 6 0 NATIVE RAWAIIAN/OTHER PACIFIC ISLANDER: 0 0 AMERICAN INDIAN/ALASkAN NATIVE & WNITE: 0 0 ASIAN & WHITE: 0 0 BLACK/AFRICAN AMERICAN & WNITE: 0 0 PGM Y~3%R: 2001 PROJECT: 0012 GICHF -- Peninsula Project ACTIVITY: 203 - PENINSLUA AFFORDABLE RENTAL HOUSING MATRIX CODE: 01 REG CITATION: 570.201(a) NATIONAL OBJ: LMH STATUS: UNDERWAY LOCATION: DESCRIPTION: 600 FOSTER ROAD ACQUISITION OF LAND AND CONSTRUCTION OF 19 AFFORDABLE RENTA~UNITS (GENERAL IOWA CITY, IA 52240- OCCUPANCY) TO INCLUDE AT LEAST 12 UNITS FOR PERSONS WITH DISABILITIES. FINANCING: ACCOMPLISHMENTS: INITIAL FUNDING DATE: 08-07-01 PROPOSED TYPE: ACTIVITY ESTIMATE: 623,467.00 PROPOSED UNITS: FUNqDED AMOUNT: 107,067.00 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: DEAWN THRU PGM YR: 107,067.00 DRAWN IN PGM YR: 44,033.30 NUMBER OF NOUSEHOLDS ASSISTED: TOTAL # #HISPANIC TOTAL LOW/MOD: 0 WHITE: 0 0 TOTAL LOW: 0 BLACK/AFRIC~kN AMERICa-N: 8 0 TOTAL EXTREMELY LOW: 0 ASIAN: 0 0 TOTAL FEM~-LE MEADED: 0 AMERICAN INDIAN/ALASKAN NATIVE: 0 0 NATIVE F~AWAIIAN/OTHER PACIFIC ISLANDER: 0 0 AMERICAN INDIAN/ALASKAN NATIVE & WHITE: 8 0 ASIAN & WHITE: 0 0 BLACK/AFRICAN AMERICAN & WHITE: 0 0 AM.I~DIAN/Ai~SKAN NATIVE & BLACK/AFRICAN ~4: 0 0 OTHER MULTI-RACIAL: 0 0 ASIAN/PACIFIC ISLANDER: 0 0 BISPANIC: 0 0 TOTAL: 0 0 ACCOMPLISHMENT NARRATIVE: ***** EXTENDED ACTIVITY NARRATIVE: ***** PGM YEAN: 2001 PROJECT: 0014 - Greater Iowa City Housing Fellowship Student Built House ACTIVITY: 204 STUDENT BUILT HOUSE MATRIX CODE: 01 REG CITATION: 570.201(A) NATIONAL OBJ: LMH STATUS: COMPLETED 08-20-03 LOCATION: DESCRIPTION: 1522 DICKENSON LANE PURCHASE OF ONE SINGLE FAMILY LOT TO BE HELD IN A COMhZqgITY LAND TRUST BY A IOWA CITY,IA 52240 NON PROFIT. AFTER THE LOT IS PURC~fASED A HOME WILL BE CONSTRUCTED BY THE SCHOOL DISTRICT AND SOLD. FINANCING: ACCOMPLISHMENTS: INITIAL FUNDING DATE: 08 07 01 PROPOSED TYPE: ACTIVITY ESTIMATE: 24, 881.00 PROPOSED UNITS: FUNDED AMOUNT: 24,881.00 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: DRANN THRU PGM YR: 24,881.00 DRAWN IN PGM YR: 5,436.00 NLrMBER OF HOUSEHOLDS ASSISTED: TOTAL # #HISP;kNIC TOTAL LOW/MOD: 1 WHITE: 1 0 TOTAL LOW: 1 BLACK/AFRICAN AMERICAN: 0 0 TOTAL EXTREMELY LOW: 0 ASIAN: 0 0 TOTAL FEMALE HEADED: 0 AMERICAN INDIAN/ALAS~3%N NATIVE: 0 0 NATIVE HAWAIIAN/OTHER PACIFIC ISLANDER: 0 0 AMERICAN INDIAN/ALASKAN NATIVE & WHITE: 0 0 ASIAN & WHITE: 0 0 BLACK/AFRICAN AMERICAN & WHITE: 0 0 AM.INDIAN/ALASKAN NATIVE & BLACK/AFRICAN ~34: 0 0 OTHER MULTI-RACIAL: 0 0 ASIAN/PACIFIC ISL$%NDER: 0 0 HISPANIC: 0 0 TOTAL: 1 0 ACCOMPLISHMENT NARRATIVE: ***** EXTENDED ACTIVITY NARRATIVE: ***** PGM YEAR: 2001 PROJECT: 0016 Elder Services, Inc. ACTIVITY: 206 - S~kALL REPAIR PROGP~AM MATRIX CODE: 14A REG CITATION: 570.202 NATIONAL OBJ: L~Lq STATUS: COMPLETED 08 13 02 LOCATION: DESCRIPTION: 2947 SIERRA COURT SW PROVIDE SAFETY AND ACCESSIBILITY MODIFICATIONS TO ELDERLY HOMEOWNERS. MOST IOWA CITY, IA 52246 REPAIRS ~ MODIFICATIONS ARE MINOR IN NATURE ~glD USUALLY COST LESS TPLAN $1,000 PER UNIT. FINANCING: ACCOMPLISHMENTS: INITIAL FL~gDING DATE: 08-07-01 PROPOSED TYPE: ACTIVITY ESTIMATE: 40,000.00 PROPOSED UNITS: FUNDED AMOUNT: 40,000.00 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: DRAW~ THRU PGM YR: 40,000.00 DRAWN IN PGM YR: 0.00 NL~BER OF MOUSENOLDS ASSISTED: TOTAL # #HISPANIC TOTAL LOW/MOD: 50 W~ITE: 45 0 TOTAL LOW: 4 BL~CN/AFRICAN AMERICAN: 5 0 TOTAL EXTREMELY LOW: 46 ASIAN: 0 0 TOTAL FEMALE MEADED: 32 AMERICAN INDIAN/ALASKAN NATIVE: 0 0 NATIVE HAWAIIAN/OTHER PACIFIC ISLANDER: 0 0 AMERICAN INDIAN/ALaSKAN NATIVE & WHITE: 0 0 ASIAN & WNITE: 0 0 BLACK/AFRICAN AMERICAN & WHITE: 0 0 AM.INDIAN/ALASKAN NATIVE & BLACK/AFRIC~-N AM: 0 0 OTHER MULTI-RACIAL: 0 0 ASIAN/PACIFIC ISIJ~NDER: 0 0 HISPANIC: 0 0 TOTAL: 50 0 ACCOMPLISHMENT NARRATIVE: ***** EXTENDED ACTIVITY NARRATIVE: ***** PGM YEAR: 2001 PROJECT: 0017 - Habitat for Humanity ACTIVITY: 207 - SITE ACQUISITION MATRIX CODE: 01 REG CITATION: 570.201(A) NATIONAL OBJ: LMH STATUS: COMPLETED 08-13-02 LOCATION: DESCRIPTION: 2625, 2619 INDIGO CT, 2422, 2432 WHISPERING ~3YBITAT FOR HUMANITY WILL BE PURCRASING 4 SINGLE FAMILY LOTS MEADOW DRIVE IOWA CITY, IA 52240 FINANCING: ACCOMPLISHMENTS: INITIAL FUNDING DATE: 08-07 O1 PROPOSED TYPE: ACTIVITY ESTIMATE: 68,481.00 PROPOSED UNITS: FUNDED AMOUNT: 68,481.00 ACTUAL TYPE: LrNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: DRAWN THRU PGM YR: 68,481.00 DRAWN IN PGM YR: 0.00 NUMBER OF HOUSEBOLDS ASSISTED: TOTAL # #HISPANIC TOTAL LOW/MOD: 2 WBITE: 2 0 TOTAL LOW: 2 BI~CK/AFRICAN AMERICA. N: 0 0 TOTAL EXTREMELY LOW: 0 ASIAN: 0 0 TOTAL FEMALE HEADED: 1 ~24ERICAN INDIAN/ALAS~ NATIVE: 0 0 NATIVE HAWAIIAN/OTHER PACIFIC ISLANDER: 0 0 AMERICAN INDIAN/ALASKAN NATIVE & WHITE: 0 0 ASIAN & WHITE: 0 0 BLACK/AFRICAN AMERICAN & WHITE: 0 0 AM.INDIAN/ALASKA~ NATIVE & BLACK/AFRICAN AM: 0 0 OTBER MULTI-RACIAL: 0 0 ASIAN/PACIFIC ISLANDER: 0 0 HISPANIC: 0 0 TOT~LL: 2 0 ACCOMPLISNMENT NARRATIVE: ***** EXTENDED ACTIVITY NANRATIVE: ***** PGM YEAR: 2001 PROJECT: 0018 Emergency Housing Project -- Assistance ACTIVITY: 208 DEPOSIT ASSISTANCE MATRIX CODE: 03C BEG CITATION: 570.201(C) NATIONAL OBJ: LMC STATUS: COMPLETED 08-13-02 LOCATION: DESCRIPTION: 331 N. GILBERT STREET THIS IS A PILOT PROGR3LM TO PROVIDE A LAST RESORT ASSISTANCE TO HOUSEHOLDS IN IOWA CITY, IA 52245 NEED TO PREVENT EVICTION OR HOMELESSNESS. FINANCING: ACCOMPLISHMENTS: INITIAL FUNDING DATE: 08-07-01 PROPOSED TYPE: ACTIVITY ESTIMATE: 5,000.00 PROPOSED UNITS: FUNDED AMOUNT: 5,000.00 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: DRAWN THRU PGM YR: 5,000.00 DRAWN IN PGM YE: 0.00 5UJMBER OF HOUSEHOLDS ASSISTED: TOTAL # #HISPANIC TOTAL LOW/MOD: 61 WNITE: 19 0 TOTAL LOW: 0 BLACK/AFRICAN AMERICAN: 38 0 TOTAL EXTREMELY LOW: 61 ASIAN: 0 0 TOTAL FEMALE NEADED: 45 AMERICAN INDIAN/ALaSKAN NATIVE: 1 0 NATIVE HAWAIIAN/OTHER PACIFIC ISLAbrDER: 0 0 AMERICAN INDIAN/ALASKAN NATIVE & WHITE: 0 0 ASIAN & WHITE: 0 0 BLACK/AFRICAN AMERICAN & WHITE: 0 0 AM.INDIAN/ALJ%SKAN NATIVE & BLACK/AFRICAN AM: 0 0 OTBER MULTI-RACIAL: 0 0 ASIAN/PACIFIC ISi4%NDER: 0 0 BISPANIC: 3 3 TOTAL: 61 3 ACCOMPLISHMENT NARRATIVE: ***** EXTENDED ACTIVITY NANP~TIVE: ***** PGM YEAR: 2001 PROJECT: 0019 City of Iowa City - Housing Rehabilitation Program ACTIVITY: 209 - HOUSING RE~3%BILITATION PROGR3~M MATRIX CODE: 14A REG CITATION: 570.202 NATIONAL OBJ: LMH STATUS: UNDERWAY LOCATION: DESCRIPTION: 410 E. WASHINGTON STREET PROVIDE REHAB ASSIST~d~CE TO LOW INCOME HOMEOWNERS. FUNDING IS $200,000 IOWA CITY,IA 52240 IN FY02 CDBG WITE $132,275.58 IN FY01 PI\RL FUN~S. FINANCING: ACCOMPLISNMENTS: INITIAL FUNDING DATE: 08-07-01 PROPOSED TYPE: ACTIVITY ESTIMATE: 400,000.00 PROPOSED UNITS: FUNDED AMOUNT: 393,396.59 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.00 ACTUD~L UNITS: DRAWN TERU PGM YR: 210,632.96 DRAWN IN PGM YR: 29,398.27 NUMBER OF HOUSEHOLDS ASSISTED: TOTAL # #HISPANIC TOTAL LOW/MOD: 0 WHITE: 0 0 TOTAL LOW: 0 BLACK/AFRICAN ~4ERICAN: 0 0 TOTAL EXTREMELY LOW: 0 ASIAN: 0 0 TOTAL FEMALE HEADED: 0 ANERICAN INDIAN/ALASF~AN NATIVE: 0 0 NATIVE KAWAIIAN/OTHER PACIFIC ISLANDER: 0 0 ANERICAN INDIAN/ALASKAN NATIVE & WHITE: 0 0 ASIAN & WHITE: 0 0 BLACK/AFRICAN AMERICAN & WHITE: 0 0 AM.INDIAN/ALASKAN NATIVE & BLACK/AFRICAN AM: 0 0 OTEER MULTI RACIAL: 0 0 ASIAN/PACIFIC ISLANDER: 0 0 HISPANIC: 0 0 TOTAL: 0 0 ACCOMPLISHMENT NARRATIVE: ***** EXTENDED ACTIVITY NARRATIVE: ***** PGM YEAR: 2001 PROJECT: 0020 - City of Iowa City ACTIVITY: 210 - PLANNING AND ADMINISTRATION MATRIX CODE: 2lA REG CITATION: 570.206 NATIONAL OBJ: STATUS: UNDERWAY LOCATION: DESCRIPTION: 410 E. WASEINGTON STREET ADMINISTRATION OF THE CDBG ASrD EOME PROGRAMS. IOWA CITY,IA 52240 FIN~NCING: ACCOMPLISEMENTS: INITIAL FUNDING DATE: 08-07-01 PROPOSED TYPE: ACTIVITY ESTIMATE: 234,425.00 PROPOSED UNITS: FUNDED AMODI~T: 162,823.09 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: DRAWN TNRU PGM YR: 162,823.09 DRAWN IN PGM YR: 21,939.98 NUMBER OF ASSISTED: TOTAL # #HISPANIC TOTAL LOW/MOD: 0 WHITE: 0 0 TOTAL LOW: 8 BLACK/AFRIC~N AMERICAN: 0 0 TOTAL EXTREMELY LOW: 0 ASIAN: 0 0 TOTAL FEMALE HEADED: 0 AMERICAM INDIAM/ALAS~AN NATIVE: 0 0 NATIVE ~AWAIIAM/OTHER PACIFIC ISLANDER: 0 0 AMERIC~-N INDIAN/ALASkAN NATIVE & WHITE: 0 0 ASIAM & WHITE: 0 0 BL~CK/AFRICD~N AMERICAN & WHITE: 0 0 ~4.INDIAN/ALAS~AN NATIVE & BLACK/AFRICAN AM: 0 0 OTHER MDLTI-RACIAL: 0 0 ASIAN/PACIFIC ISLANDER: 0 0 HISPANIC: 0 0 TOTAL: 0 0 ACCOMPLISMMENT NARRATIVE: ***** EXTENDED ACTIVITY NARRATIVE: ***** PGM YEAR: 2002 PROJECT: 0035 City of Iowa City Housing Rehabilitation Program ACTIVITY: 216 - HOUSING REHABILITATION PROGP~ MATRIX CODE: 14A REG CITATION: 570.208(A) NATIONAL OBJ: LMH STATUS: COMPLETED 08 18 03 LOCATION: DESCRIPTION: 410 EAST WASHINGTON STREET REFS~BILITATION ACTIVITIES FOR ONNER-OCCUPIED HOMES. RENAB ACTIVITIES INCL,/DE IOWA CITY,IA 52240 COMPREHENSIVE REFL~, EMERGENCY REPAIR, EXTERIOR REPAIR, ACCESSIBILITY AND MOBILE MOME REPAIR. FINANCING: ACCOMPLISHMENTS: INITIAL FUNDING DATE: 08 20-02 PROPOSED TYPE: 10 HOUSING ~NITS ACTIVITY ESTIMATE: 154,570.89 PROPOSED UNITS: 30 FUNDED AMOUNt: 154,570.89 ACTUAL TYPE: 10 - HOUSING U~ITS UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: 20 DP~WN THRU PGM YR: 154,570.89 D~WN IN POM YR: 154,570.89 ~JMBER OF HOUSENOLDS ASSISTED: TOTAL # #MISPANIC TOTAL LOW/MOD: 20 WHITE: 15 0 TOT;~L LOW: 14 BLACK/AFRICAN AMERICAN: 1 0 TOTAL EXTREMELY LOW: 6 ASIAN: 0 0 TOTAL FEMALE NEADED: 10 AMERICAN INDIAN/ALASF3%N NATIVE: 1 0 NATIVE RAWAIIAN/OTHER PACIFIC ISLANDER: 0 0 AMERICA~ INDIAN/ALASKAN NATIVE & WHITE: 0 0 ASIA~ & WHITE: 0 0 BLACK/AFRICAN AMERICAN & WHITE: 0 0 AM.INDIAN/~J~%S~AN NATIVE & BLACK/AFRIC3~N AM: 0 0 OTHER MULTI-RACIAL: 0 0 ASIAN/PACIFIC ISLANDER: 0 0 HISPANIC: 3 3 TOTAL: 20 3 ACCOMPLISHMENT ND~RRATIVE: LOW INCOME HOMEOWNERS WERE RECIPIENTS OF MOUSING REH~ILITATION ASSISTANCE R3%NaING FROM COMPRENENSIVE RE,AB TO MOBILE HOME REPAIR. OTHER PROGRAMS INCLUDE EXTERIOR REPAIR, RESIDENTIAL ACCESSIBILITY ~ EMERGENCY REPAIR. EXTENDED ACTIVITY NARRATIVE: ***** PGM yEAR: 2002 PROJECT: 0026 United Action for Youth Acquisition ACTIVITY: 217 UNITED ACTION FOR YOHTH ACQUISITION MATRIX CODE: 83D REG CITATION: 570.208(A) NATIONAL OBJ: LMC STATUS: COMPLETED 08 12-03 LOCATION: DESCRIPTION: 355 IOWA AVENUE ACQUISITION OF A FACILITY TO NOUSE YOUTN PROGR3~S. IOWA CITY,IA 52240 FINANCING: ACCOMPLISHMENTS: INITIAL FI/NDING DATE: 08-20-02 PROPOSED TYPE: 11 -- PUBLIC FACILITIES ACTIVITY ESTIMATE: 225,000.00 PROPOSED UNITS: 1 FDlqDED ANOUNT: 225,000.00 ACTUAL TYPE: 11 P~/BLIC FACILITIES UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: 1 DRAWN THRU PGM YR: 225,000.00 DRAWN IN PGM YR: 225,000.00 NUMBER OF PERSONS ASSISTED: TOTAL # #HISPANIC TOTAL LOW/MOD: 1,429 WHITE: 2,165 365 TOTAL LOW: 710 BL~CK/AFRICAN ~4ERIC~.N: 242 0 TOTAL EXTREMELY LOW: 0 ASIAN: 84 0 TOTAL FEMALE HEADED: 91 ~MERICAN INDIAN/ALASFJ~N NATIVE: 8 0 NATIVE MAWAIIAN/OTHER PACIFIC ISLANDER: 0 0 AMERIC3~N INDIAN/ALASKAN NATIVE & WNITE: 0 0 ASIAN & W~ITE: 0 0 BLACK/AFRICAN ~ERICAN & WHITE: 0 8 AN.INDIAN/ALaSkAN NATIVE & BLACK/AFRICAN AM: 0 0 OTHER F~3LTI-RACIAL: 143 0 ASIAN/PACIFIC ISLANDER: 0 0 BISPANIC: 0 0 TOTAL: 2,642 365 ACCOMPLISHMENT NARRATIVE: BUILDING ACQUIRED. AGENCY HAS BEGUN CAPITAL COMPAIGN TO RAISE FUNDS TO REFU%BILITATE THE INTERIOR. EXTENDED ACTIVITY NARRATIVE: ***** PGM YE~R: 2002 PROJECT: 0038 City of Iowa City -- Administration ACTIVITY: 219 - CDBG AND HOME PROGRAM ADMINISTRATION MATRIX CODE: 2lA REG CITATION: NATIONAL OBJ: STATUS: UNDERWAY LOCATION: DESCRIPTION: 410 EAST WASHINGTON STREET OPERATIOND~L EXPENSES FOR THE ADMINISTRATION OF BOTB TRE CDBG AND HOME IOWA CITY, IA 52240 PROGP~S. FINANCING: ACCOMPLISHMENTS: INITIAL FUNDING DATE: 08-20-02 PROPOSED TYPE: 09 ACTIVITY ESTIMATE: 185,158.00 PROPOSED UNITS: 1 FUNDED ANOUNT: 113,557.58 ACTUAL TYPE: UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: DP~AWN THRU PGM YR: 113,557.58 DRAWN IN PGM YR: 113,557.58 NLq~BER OF ASSISTED: TOTAL # #HISPANIC TOTAL LOW/MOD: 0 WRITE: 0 0 TOTAL LOW: 0 BLACK/AFRIC~/~ AMERICAN: 0 0 TOTAL EXTREMELY LOW: 0 ASIAN: 0 0 TOTAL FEMALE HEADED: 0 AMERICAN INDIAN/ALASKA/~ NATIVE: 0 0 NATIVE HAWAIIAN/OTHER PACIFIC ISLANDER: 0 0 ~34ERICAN INDIAN/ALASKAN NATIVE & WHITE: 0 0 ASIAN & WHITE: 0 0 BLACK/AFRICAN AMERICAN & WHITE: 0 0 AM.INDIAN/ALASKAN NATIVE & BLACK/AFRICAN AM: 0 0 OTHER MULTI-RACIAL: 0 0 ASIAN/PACIFIC ISLANDER: 0 0 HISPANIC: 0 0 TOTAL: 0 0 ACCOMPLISHMENT NARRATIVE: A]DMINISTRATION OF CDBG AND HOME PROGRAMS FOR FY03. CDBG ADMIN IS COMPLETED ~ UNDER BUDGET. ROME ADMIN FUNDS WILL CONTINUE TO BE SPENT IN FY04, AS SUCH THIS ACTIVITY WILL REMAIN "OPEN" UNTIL THOSE HOME FL~DS ARE EXPENDED. EXTENDED ACTIVITY NARRATIVE: ***** PGM YEAN: 2002 PROJECT: 0021 DVIP - Furniture Project ACTIVITY: 220 DVIP - FLrRNITLrRE PROJECT MATRIX CODE: 05 REG CITATION: 570.208(A) NATIONAL OBJ: LMC STATUS: COMPLETED 08-12-03 LOCATION: DESCRIPTION: PO BOX 3170 FURNITURE PROJECT PROVIDES FOR THE COORDINATION OF DONATED FURNITURE TO IOWA CITY,IA 52244 FORMERLY HOMELESS AN~/OR LOW INCOME HOUSEHOLDS. FINANCING: ACCOMPLISHMENTS: INITIAL FUNDING DATE: 08-21-02 PROPOSED TYPE: 01 -- PEOPLE (GENERAL) ACTIVITY ESTIMATE: 4,500.00 PROPOSED UNITS: 194 FU~rDED AMOUNT: 4,500.00 ACTUAL TYPE: 01 -- PEOPLE (GENERAL) UNLIQ OBLIGATIONS: 0.00 ACTU~L UNITS: 306 DRAWN TRRU PGM YR: 4,500.00 DRAWN IN PGM YR: 4,500.00 N~MBER OF PERSONS ASSISTED: TOTAL # #HISPANIC TOTAL LOW/NOD: 304 WHITE: 92 21 TOTAL LOW: 5 BLACK/AFRICAN ~2~ERICAN: 198 0 TOT~ EXTREMELY LOW: 299 ASIAN: 0 0 TOTAL FEMALE HEA/DED: 98 AMERICAM INDIAN/ALASKAN NATIVE: 9 0 NATIVE HAWAIIAN/OTHER PACIFIC ISLANDER: 0 0 AMERICAN INDIAN/ALASKAN NATIVE & WHITE: 0 0 ASIAN & WNITE: 0 0 BLACK/AFRICAN AMERICAN & WHITE: 0 0 PGM YEAR: 2002 PROJECT: 0024 - Crisis Center -- Food Baunk Expansion ACTIVITY: 221 - CRISIS CENTER - FOOD BANK EXPANSION MATRIX CODE: 03 REG CITATION: 570.208(A) NATIONAL OBJ: LMC STATUS: %rNDERWAY LOCATION: DESCRIPTION: 1121 GILBERT COURT CRISIS CENTER WILL EXPAND ITS FOOD BANK AREA TO ALLOW FOR ADDITIONAL IOWA CITY, IA 52240 STORAGE A~D INCREASED EFFICIENCY IN OPERATIONS. FINANCING: ACCOMPLISHMENTS: INITIAL FUNDING DATE: 08-21-02 PROPOSED TYPE: 11 PUBLIC FACILITIES ACTIVITY ESTIMATE: 112,510.00 PROPOSED UNITS: 1 FUNDED AMOUNT: 112,510.00 ACTUAL TYPE: 11 -- PUBLIC FACILITIES UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: 1 DRAWN THRU PGM YR: 66,555.00 DRAWN IN PGM YR: 66,555.00 NUMBER OF NOUSEHOLDS ASSISTED: TOTAL # #HISPANIC TOTAL LOW/MOD: 1,811 WHITE: 1,201 109 TOTAL LOW: 12 BLACK/AFRICAN AMERIC~N: 580 0 TOTAL EXTREMELY LOW: 1,796 ASIAN: 18 0 TOTAL FEMALE HEADED: 506 AMERICAN INDIAN/AI~kSF~ NATIVE: 9 0 NATIVE HAWAIIAN/OTHER PACIFIC ISLANDER: 3 0 AMERICAN INDIAN/ALASKAN NATIVE B WHITE: 0 0 ASIAN B WHITE: 0 0 BLACK/AFRICAN AMERICAN & WHITE: 0 0 AM.INDIAN/ALASF~AN NATIVE & BLACK/AFRICAN AM: 0 0 OTHER MULTI-RACI~L: 0 0 ASIAN/PACIFIC ISL4kNDER: 0 0 HISPANIC: 0 0 TOTAL: 1,811 109 ACCOMPLISHMENT NARRATIVE: AT END OF FISCAL YEAR, WANENOUSE CONSTRUCTION IS APPROX. 75% COMPLETE. OCCUPANCY AND USE IS PROJECTED FOR SEPTEMBER OF 2003. EXTENDED ACTIVITY NARRATIVE: ***** PGM YEAN: 2002 PROJECT: 0037 - City of Iowa City Aid to Agencies ACTIVITY: 222 - AID TO AGENCIES MATRIX CODE: 05 REG CITATION: 570.208(A) NATIONAL OBJ: LMC STATUS: COMPLETED 08-12 03 LOCATION: DESCRIPTION: CITYWIDE OPERATIONAL FUNDING FOR THREE HUM3~N SERVICES AGENCIES, MECCA, UNITED ACTION IOWA CITY, IA 52240 FOR YOUTH AND ELDER SERVICES INC. FINANCING: ACCOMPLISHMENTS: INITIAL FUNDING DATE: 08-21-02 PROPOSED TYPE: 01 - PEOPLE (GENEP~kL) ACTIVITY ESTIMATE: 105,000.00 PROPOSED UNITS: 5000 FUNDED AMOUNT: 105,000.00 ACTUAL TYPE: 01 - PEOPLE (GENERAL) UNLIQ OBLIGATIONS: 0.00 ACTUAL U~ITS: 6822 DRAWN THRU PGM YR: 105,000.00 DRAWN IN PGM YR: 105,000.00 NI3MBER OF PERSONS ASSISTED: TOTAL # #HISPANIC TOTAL LOW/MOD: 4,302 W~ITE: 5,785 518 TOTA~ LOW: 1,298 BLACK/AFRIC~kN AMERICA~: 398 0 TOTAL EXTREMELY LOW: 2,052 ASIA/q: 116 0 TOTAL FEMALE HE~kDED: 697 AMERICAN INDIA~/ALASFJ~N NATIVE: 32 0 NATIVE HAWAIIAn/OTHER PACIFIC ISI~ER: 1 0 PGM yE~JR: 2002 PROJECT: 0022 Emergency Housing Project Shelter Coordinator ACTIVITY: 224 EBP - SHELTER COORDINATOR MATRIX CODE: 05 REG CITATION: 570.208(A) NATIONAL OBJ: LMC STATUS: COMPLETED 08 12-03 LOCATION: DESCRIPTION: 331 N. GILBERT COURT OPERATIONAL FUNDING FOR A SHELTER COORDINATOR POSITION TO ASSIST HOMELESS IOWA CITY, IA 52240 PERSONS ACCESS h~OMAN SERVICES A~rD TO PROVIDESUPERVISION FOR THE SHELTER. FINANCING: ACCOMPLISNMENTS: INITIAL FUNDING DATE: 08 21-02 PROPOSED TYPE: 01 -- PEOPLE (GENERAL) ACTIVITY ESTIMATE: I8,000.00 PROPOSED UNITS: 700 FUNIDED AMOUNT: 18,000.00 ACTUAL TYPE: 01 PEOPLE (GENERAL) UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: 585 DRAWN THRU PGM YR: 18,000.00 DRAWN IN PGM YR: 18,000.00 NUMBER OF PERSONS ASSISTED: TOTAL # #HISPANIC TOTAL LOW/MOD: 585 WHITE: 360 17 TOTAL LOW: 0 BLACK/AFRIC~2g D34ERICAN: 186 2 TOTAL EXTREMELY LOW: 585 ASIAN: 1 0 TOTAL FEMALE HEADED: 75 AMERICAN INDIAN/ALASKAN NATIVE: 6 0 NATIVE HAWAIIAN/OTHER PACIFIC ISLANDER: 1 0 AMERICAN INDIAM/ALASKAN NATIVE & WHITE: 0 0 ASIAN & WHITE: 0 0 BLACK/AFRICAN AMERICAN & WHITE: 0 0 ~34.INDIAN/ALASKAN NATIVE & BLACK/AFRICAN AM: 0 0 OTHER MULTI-RACIAL: 31 10 ASIAN/PACIFiC ISLANDER: 0 0 HISPANIC: 0 0 TOTAL: 585 29 ACCOMPLISHMENT NARRATIVE: PROJECT PROVIDED CASE MANAGMENT AND REFERRAL SERVICES TO 585 HOMELESS OR NEAR HOMELESS INDIVIDUALS. PROJECT DID NOT SERVE THE GOAL OF 700 INDIVIDUALS AS DURING LAST QUARTER, AGENCY TOOK OVER A NEW PROGRAM THAT WILL ENHANCE AGENCY SERVICE TO HOMELESS AND NEAR HOMELESS INDIVIDUALS. AGENCY ALSO MOVED TNEIR OFFICE IN THE LAST QUARTER OF THE EXTENDED ACTIVITY N~J~RATIVE: ***** PGM YES,R: 2002 PROJECT: 0027 - Wesley Foundation -- Facility Rehabilitation ACTIVITY: 226 WESLEY FOUNDATION FACILITY REHAB MATRIX CODE: 03 REG CITATION: 570.208(A) NATIONAL OBJ: LMC STATUS: COMPLETED 08 12-03 LOCATION: DESCRIPTION: 120 N DUBUQUE ST WESLEY WILL MAKE ACCESSIBILITY IMPROVEMEN~fS TO THE LOWER LEVEL RESTROOMS. THE IOWA CITY, IA 52245 FACILITY IS USED BY THE FREE MEDICAL CLINIC AND FREE LUNCH PROGRAM SERVING PRIM3IRILY LMI PERSONS. FINANCING: ACCOMPLISHMEBFCS: INITIAL FUNDING DATE: 08-21-02 PROPOSED TYPE: 11 -- PUBLIC FACILITIES ACTIVITY ESTIMJkTE: 38,777.75 PROPOSED UNITS: 1 FI/NDED AMOUNT: 38,777.75 ACTUAL TYPE: 11 -- PURLIC FACILITIES UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: 1 DRA~/g THRU PGM YR: 38,777.75 DRAWN IN PGM YR: 38,777.75 NUMBER OF PERSONS ASSISTED: TOTAL # #HISPANIC TOTAL LOW/MOD: 24,960 WHITE: 26,520 936 TOTAL LOW: 1,716 BI~%CK/AFRICAN AMERICAN: 2,652 0 TOTAL EXTREMELY LOW: 22,932 ASIAN: 780 0 TOTAL FEMALE HEADED: 7,800 AMERICAN INDIAM/ALASK~N NATIVE: 312 0 NATIVE HAWAIIAM/OTBER PACIFIC ISLANDER: 0 8 AMERICAN INDIAN/ALASKA~ NATIVE & W~ITE: 624 0 ASIAN & WHITE: 0 0 BLACK/AFRICA~ AMERICAN & WNITE: 0 0 TOTAL: 31,200 936 ACCOMPLISRMENT N~RRATIVE: LOWER LEVEL RESTROOM REHABILITATION COMPLETE. RESTROOMS SERVE TBE FREE LUNCH PROGR3%M AND THE FREE MEDICAL CLINIC SERVICING PRIM~ILY LOW INCOME PERSONS. PGM YEAR: 2002 PROJECT: 0025 Neighborhood Centers -- Facility Rehab ACTIVITY: 227 - NCJC FACILITY REHABILITATION MATRIX CODE: 03M BEG CITATION: 570.208(A) NATIONAL OBJ: LMC STATUS: UNDERWAY LOCATION: DESCRIPTION: 2651 ROBERTS ROAD REPAIR ~ UPGRADE CHILD CANE PROGRAM AT THE BROADWAY ~ PHEASANT RIDGE IOWA CITY, IA 52246 FACILITIES. WORK INCLUDES PLAYGROUND IMPROVEMENTS, EXTERIOR REH~., ~ WINDOW REPLACEMENT. FINANCING: ACCOMPLISHMENTS: INITIAL FUNDING DATE: 08-21-02 PROPOSED TYPE: 11 - PUBLIC FACILITIES ACTIVITY ESTIMATE: 34,490.00 PROPOSED UNITS: 2 FU~ED AMOUNT: 34,490.00 ACTUAL TYPE: 11 -- PUBLIC FACILITIES UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: 1 DR~WH THRU PGM YR: 13,449.20 DR3%WN IN PGM YR: 13,449.20 NL~BER OF PERSONS ASSISTED: TOTAL # #HISPANIC TOTAL LOW/MOD: 1,173 WHITE: 245 201 TOTAL LOW: 0 BLACK/AFRICD2q AMERICAN: 778 0 TOTAL EXTREMELY LOW: 1,173 ASIAN: 84 0 TOTAL FEMALE ~F~ED: 821 AMERICAN INDIAN/ALASF~N NATIVE: 3 0 NATIVE ~AWAIIAN/OTHER PACIFIC ISL~EH: 0 0 AMERICAN INDIAN/ALASKAN NATIVE & WHITE: 0 0 ASIAN & WHITE: 1 0 BLACK/AFRICAN AMERIC~ & WHITE: 14 0 AM.INDIAN/AI~AS~AN NATIVE & BLACK/AFRICAN D~M: 0 0 OTMER MULTI-RACIAL: 48 0 ASIAN/PACIFIC ISLANDER: 0 0 HISPANIC: 0 0 TOTAL: 1,173 201 ACCOMPLISHMENT NARRATIVE: DURING PROJECT YEAR, AGENCY COMPLETED THE I2%NDSCAPING AND PAINTING AT THE BROADWAY SITE. AGENCY WILL COMPLETE THE PROPOSED IMPROVEMENTS AT PHEASANT RIDGE IN TBE FIRST QUARTER OF FY04. AGENCY PURCHASED PLAYGROUND EQUIPMENT FOR BROADWAY THIS FISCAL YEAN AND WILL INSTALL IN TBE NEXT MONTH. EXTENDED ACTIVITY NARRATIVE: ***** PGM YEAR: 2002 PROJECT: 0029 - Emergency Kousin~ Project Deposit Assistance ACTIVITY: 230 - DEPOSIT ASSIST~NCE PROGRAM MATRIX CODE: 05T REG CITATION: 570.208(A) NATIONAL OBJ: LMN STATUS: COMPLETED 08-12-03 LOCATION: DESCRIPTION: 331 N GILBERT ST PROGRAM WILL ASSIST VERY LOW INCOME HOUSEHOLDS WITH SECURITY DEPOSITS IOWA CITY,IA 52240 NEEDED TO SECURE AFFORDABLE HOUSING. FINANCING: ACCOMPLISNMENTS: INITIAL FUNDING DATE: 08-21-02 PROPOSED TYPE: 04 -- HOUSEHOLDS (GENERAL) ACTIVITY ESTIMATE: 5,000.00 PROPOSED UNITS: 45 FUNDED AMOUNt: 5,000.00 ACTUAL TYPE: 04 - HOUSEHOLDS (GENERAL) UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: 73 DRAWN THRU PGM YR: 5,0 00.00 DRAWN IN PGM YR: 5,000.00 NUMBER OF HOUSEHOLDS ASSISTED: TOTAL # #HISPANIC TOTAL LOW/MOD: 73 WHITE: 24 2 TOTAL LOW: 0 BL~CK/AFRIC~J~ AMERICAN: 42 0 TOTAL EXTREMELY LOW: 73 ASIAN: 1 0 TOTAL FEMALE HEADED: 55 AMERICAN INDIAN/ALaSKAN NATIVE: 2 0 NATIVE ~AWAIIAN/OTHER PACIFIC ISLANDER: 0 0 AMERICAN INDIAN/ALASKAN NATIVE & WHITE: 2 0 ASIAN & WHITE: 0 0 BLACK/AFRICAN AMERICAN & WHITE: 1 0 AM.INDIAN/ALASKAN NATIVE & BLACK/AFRICAN AN: 0 0 OTHER MULTI RACIAL: 1 1 ASIAN/PACIFIC ISLANDER: 0 0 HISPANIC: 0 0 TOTAL: 73 3 ACCOMPLISHMENT NARRATIVE: PROJECT ASSISTED 73 HOUSEHOLDS WITH SECURITY DEPOSIT ASSITANCE. EXTENDED ACTIVITY NARRi~TIVE: ***** PGM YEAR: 2002 PROJECT: 0028 - Elder Services Inc. - Small Repair Program ACTIVITY: 231 SMALL REPAIR PROGRAM MATRIX CODE: 14A REG CITATION: 570.208(A) NATIONAL OBJ: LMH STATUS: COMPLETED 08-12-03 LOCATION: DESCRIPTION: 2947 SIERRA CT ASSISTS SENIORS AND PERSONS WITH DISABILITIES IN MAKING MINOR ACCESSIBILITY IOWA CITY, IA 52246 AArD SAFETY IMPROVEMENTS TO THEIR HOMES. FINANCING: ACCOMPLISHMENTS: INITIAL FLTNDING DATE: 08-21 02 PROPOSED TYPE: 10 -- HOUSING UNITS ACTIVITY ESTIMATE: 40,0 00.00 PROPOSED UNITS: 70 FUNDED AMOUNT: 40,000.00 ACTUAL TYPE: I0 -- HOUSING UNITS UNLIQ OBLIGATIONS: 0.00 ACTUAL UNITS: 59 DRAWN THRU PGM YR: 40,000.00 DRAWN IN PGM YR: 40,000.00 NUMBER OF HOUSEHOLDS ASSISTED: TOTAL ~ #HISPANIC TOTAL LOW/MOD: 59 WHITE: 55 0 TOTAL LOW: 4 BLACK/AFHICA/~ AMERICAN: 3 0 TOT~L EXTREMELY LOW: 55 ASIAN: 1 0 TOTAL FEMALE HEADED: 36 AMERICAN INDIAN/ALASKAN NATIVE: 0 0 NATIVE HAWAIIAN/OTHER PACIFIC ISLANDER: 0 0 IDIS - C04PR03 U.S. DEPARTMENT OF HOUSING AND URBA2~ DEVELOPMENT DATE: 08 26-03 OFFICE OF COMMUNITY PL~ANNING ~ DEVELOPMENT TIME: 10:53 INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM CDBG ACTIVITY SUM~3%RY REPORT (GPR) FOR PROGRAM YEAR 2002 07-01-2002 TO 06-30 2003 IOWA CITY, IA TOTAL ACTIVITY ESTIMATE 4,384,829.59 TOT~LL FUNDED ~24OUNT 3,211,226.85 TOTAL AMOI/NT DHAWN THRU PGM YR 2,797,036.91 TOT/LL AMOUNT DRAWN IN PGM YR 946,259.65 SECTION 5 (e) Rehabilitation Activities - CO4PR10 IDIS - C04PR10 U.S. DEP;kRTMENT OF HOUSING ;%ND URBAN DEVELOPMENT DATE: 08 14 03 OFFICE OF COMMUNITY PLYING AND DEVELOPMENT TIME: 12:26 INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM PAGE: 1 CDBG HOUSING ACTIVITIES IOWA CITY, IA PGM PROJ IDIS MTX NTL TOTAL CDBG OCCUPIED I/NITS YEAR ID ACT ID ACTIVITY NAME STATUS CD OBJ ESTIMATED AMT %CDBG DRAWN AMT TOTAL L/M %L/M 2002 0028 231 SMALL REPAIR PROGP, D34 COMPLETE 14A LMH 40,000.00 100.0 40,000.00 0 0 0.0 2002 0035 216 HOUSING REHABILITATION PROGRAM UNDERWAY 14A LMH 159,075.69 100.0 154,570.89 0 0 2002 TOTALS: BUDGETED/UNDERWAY 159,075.69 100.0 154,570.89 0 0 0.0 COMPLETED 40,000.00 100.0 40,000.00 0 0 0.0 199,075.69 100.0 194,570.89 0 0 0.0 2001 0018 201 FACILITY RENOVATION U~ERWAY 14B Lb~q 8,167.00 100.0 8,167.00 9 9 100.0 2001 0016 206 SMALL REPAIR PROGRD34 COMPLETE 14A LMH 40,000.00 100.0 40,000.00 50 50 100.0 2001 0019 209 HOUSING REFJ~BILITATION PROGR~24 UNDERWAY 14A LM~ 418,396.59 94.0 210,632.96 30 30 100~0 2001 TOTALS: BUDGETED/UNDERWAY 426,563.59 94.1 218,799.96 39 39 100.0 COMPLETED 40,000.00 100.0 40,000.00 50 50 100.0 466,563.59 94.6 258,799.96 89 89 100.0 2000 0014 176 HOUSING RE}U~BILITATION COMPLETE 14A LMH 328,763.62 100.0 328,763.62 35 35 100.0 2000 0015 178 SMALL REPAIR PROGRAM COMPLETE 14A LM~ 30,079.00 99.7 30,000.00 45 45 100.0 2000 0017 179 HILLCREST FAMILY SERVICES - FACILITY REH COMPLETE 14B LM~ 14,200.00 85~9 12,200.00 9 9 100.0 2000 0022 177 MECCA - NEW CONST TRAlgSITIONAL HOUSING UNDERWAY 12 Lb~q 139,185.00 99.6 138,650.00 0 0 0.0 2000 TOTALS: BUDGETED/UNDERWAY 139,185.00 99.6 138,650.00 0 0 0.0 COMPLETED 373,042.62 99.4 370,963.62 89 89 100.0 512,227.62 99.4 509,613.62 89 89 100.0 1999 0013 188 GICHF - ACQ & REH~ UNDERWAY 14G LMH 692,244.00 4.0 27, 909.00 9 9 100.0 1999 0014 135 CITY OF IOWA CITY -- HOUSING RERAB COMPLETE 14A LMM 298,000.00 85.5 255,000.00 26 26 100.0 1999 0016 152 COLDREN RETIREMENT RESIDENCE COMPLETE 14F LMM 6,200.00 96.7 6,000.00 1 1 100.0 1999 0017 145 SUCCESSFUL LIVING - SRO REHA~ COMPLETE 14B LMM 14,395.00 100.0 14,395.00 21 21 100.0 1999 0021 154 ESA SMALL REPAIR PROGR-~M COMPLETE 14A LMM 32,379.88 89.0 28,830.88 1 1 100.0 1999 TOTALS: BUDGETED/UNDERWAY 692,244.00 4.0 27,909.00 9 9 100.0 COMPLETED 350,974.88 86.6 304,225.88 49 49 100.0 1,043,218.88 31.8 332,134.88 58 58 100.0 1998 0010 110 GICHF - ACQUISITION AND REPiAB COMPLETE 14G LMH 1,216,700.00 13.0 158,740.00 14 14 100.0 1998 0010 156 GICHF ACQ & RERAB #5 HOME COMPLETE 14G LMH 0.00 0.0 0.00 0 0 0.0 1998 0013 113 CITY OF IOWA CITY HOUSING REHAB COMPLETE 14A LMH 388,782.00 84.8 304,388.00 33 33 100.0 1998 0014 114 ESA SMALL REPAIR PROGRAM COMPLETE 14A LMH 26,000.00 100.0 26,000.00 40 40 100.0 1998 TOTALS: BUDGETED/UNDERWAY 0.00 0.0 0.00 0 0 0.0 COMPLETED 1,601,482.00 30.5 489,128.00 87 87 100.0 1,601,482.00 30.5 489,128.00 87 87 100.0 C04PR10 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DATE: 08 14 03 OFFICE OF COMMUNITY PL3~ING AND DEVELOPMENT TIME: 12:26 INTEGRATED DISBURSEMENT AND INFORNL~TION SYSTEM PAGE: 2 CDBG HOUSING ACTIVITIES IOWA CITY, IA PGM PROJ IDIS MTX NTL TOTAL CDBG OCCUPIED UNITS YEkR ID ACT ID ACTIVITY NAME STATUS CD OBJ ESTIMATED AMT %CDBG DRAWN ANT TOTAL L/M %L/M 1997 0013 68 GIC~F ACQ & REHAB #2HOME COMPLETE 14G LMH 1,500,000.00 0.0 0.00 1 1 100.0 1997 00~5 70 ELDERLY SERVICES AGENCY SMALL REPAIR COMPLETE 14A LMH 27,670~72 100.0 27,670.72 27 27 100.0 1997 0016 71 HOUSING REPIABILITATION PROGR3%M (CDBG) COMPLETE 14A L~ 342,736.56 97.6 334,660.56 33 33 100.0 1997 0017 73 ~LANUFACTURED HOME FIRE SAFETY PROGR3~M COMPLETE 14A LB~q 5,779.84 100.0 5,779.84 83 61 73.4 1997 0023 55 ~L~CAP EMERGENCY REPLACEMENT COMPLETE 14B LMH 0.00 0.0 0.00 14 14 100.0 1997 TOTALS: BUDGETED/UNDERWAY 0.00 0.0 0.00 0 0 0.0 COMPLETED 1,876,187.12 19.6 368,111.12 158 136 86.0 1,876,187.12 19.6 368,111.12 158 136 86.0 1996 0013 97 RENTAL UNIT ACCESSIBILITY-CONNER CENTER COMPLETE 14B LMH 7,967.99 100.0 7,967.99 16 16 100.0 1996 TOTALS: BUDGETED/URDERWAY 0.00 0.0 0.00 0 0 0.0 COMPLETED 7,967.99 100.0 7,967.99 16 16 100.0 7,967.99 100.0 7,967.99 16 16 100.0 1994 0002 32 COMPLETE 14G LMH 0.00 0.0 0.00 0 0 0.0 1994 0002 47 COMPLETE 14A LM~ 0.00 0.0 0.00 0 0 0.0 1994 0002 48 COMPLETE 14A L~ 0.00 0.0 0.00 0 0 0.0 1994 0002 49 COMPLETE 14B L~ 0.00 0.0 0.00 0 0 0.0 1994 TOTALS: BUDGETED/UNDERWAY 0.00 0.0 0.00 0 0 0.0 COMPLETED 0.00 0.0 0.00 0 0 0.0 0.00 0.0 0.00 0 0 0.0 GR3~ TOTALS: BUDGETED/UNDERWAY 1,417,068.28 51.3 539,929.85 48 48 100.0 COMPLETED 4,289,654.61 37.7 1,620,396.61 449 427 95.1 5,706,722.89 41.1 2,160,326.46 497 475 95.5 SECTION 5 (f) CDBG & HOI~IE Program Income - CO4PR09 IDIS C04PR09 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMEN~f DATE: 08-14-03 OFFICE OF CO~U3NITY PLANNING AND DEVELOPMENT TIME: 13:41 INTEGRATED DISBURSEMENT AND INFORM3~TION SYSTEM PAGE: 1 PROGRAM INCOME DETAILS BY FISCAL YEAR AND PROGRAM IOWA CITY, IA REPORT FOR PROGRAM: HOME VOUCNER DATES: 07 01-02 TO 06-30-03 ASSOCIATED FUND ESTIMATED VOUCHER VOUCNER IDIS MATRIX RECEIPTED/DRAWN FY PGM GRANT NUMBER TYPE INCOME FOR YEAR TRANSACTION VOUCHER# CREATED TYPE ACT ID CODE AMOUNT 2001 HOME M 01-MC-190205 PI 23,000.00 RECEIPTS 94034 001 08 26 02 1,804.80 94035-002 09-18-02 218 25,353.84 DRAWS 794746-004 10 04 02 PY 19 05R 1,804.30 808542-001 10 04 02 PY 218 01 25,353.84 RECEIPTS 27,158.14 DRAWS 27,158.14 BALANCE 0.00 2002 NOME M-02-MC-190205 PI 50,000.00 RECEIPTS 105977-001 02-13-03 30,000.00 109910-001 04-15 03 8,252.17 111784-001 05-13-03 1,042.41 114491-001 06 19 03 3~731.22 114644-001 06 20 03 1,824.06 DRAWS 853305 001 02 13-03 PY 234 01 30,000.00 873936-002 04-15-03 PY 177 12 8,252.17 884105-002 05-13-03 PY 19 05R 1,042.41 897217-002 06-19-03 PY 19 05R 3,731.22 897840-002 06-20-03 PY 203 01 1,824.06 RECEIPTS 44,849.86 DRAWS 44,849.86 BALANCE 0.00 IDIS - C04PR09 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DATE: 08 14-03 OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT TIME: 13:38 INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM PAGE: 1 PROGRAM INCOME DETAILS BY FISCAL YEAR AArD PROGRAM IOWA CITY, IA REPORT FOR PROGR/~4: CDBG VOUCHER DATES: 07 O1 02 TO 06 30 03 ASSOCIATED FUND ESTIMATED VOUCHER VOUCHER IDIS MATRIX RECEIPTED/DRAWN FY PGM GRANT NUMBER TYPE INCOME FOR YEAR TRANSACTION VOUCHER# CRF~TED TYPE ACT ID CODE ANOUNT 2001 CDBG B 01 MC-190009 PI 20,000.00 RECEIPTS 94033 001 08 26 02 4,662.56 95922-001 09-18-02 7,694.83 98399-001 10-23-02 3,816.66 DRAWS 794738-002 08-26-02 PY 210 2lA 4,662.56 802528-002 09-18-02 PY 210 2lA 7,694.83 814713-002 10-23-02 PY 219 2lA 3,816.66 RECEIPTS 16,174.05 DRAWS 16,174.05 BALANCE 0.00 2001 CDBG B-01-MC-190009 RL 100,000.00 RECEIPTS 94036-001 08-26-02 14A 9,722.69 95924 001 09-18-02 14A 13,407.01 98401-001 10-23-02 14A 676.19 DRAWS 794868 001 08 26 02 PY 209 14A 9,722.69 802963-001 09-19 02 PY 209 14A 13,407.01 818735-001 11-04 02 PY 216 14A 676.19 RECEIPTS 83,805.89 DRAWS 23,805.89 BAL;%NCE 0.00 2002 CDBG B-02-MC-190009 PI 25,000.00 RECEIPTS 100830-001 11-26-02 1,169.54 102236-001 12-17-08 14,337.71 104926 001 01-27-03 1,081.58 105968 001 02 13 03 438.91 107665-001 03-12-03 1,319.54 109908-001 04-15-03 3,399.75 111782 001 05 13 03 7,169.54 114489-001 06 19 03 249.75 114643-001 06-20-03 14,169.54 DRAWS 826818-002 11 26 02 PY 219 2lA 1,169.54 833900-002 12-17-02 PY 219 2lA 14,337.71 846567-002 01-27-03 PY 219 2lA 1,081.58 853290-002 02-13-03 PY 219 2lA 438.91 862289-002 03-12-03 PY 219 2lA 1,319.54 873931-002 04-15-03 PY 219 2lA 3,399.75 884090-002 05-13-03 PY 219 2lA 7,169.54 IDIS - C04PR09 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DATE: 08-14-03 OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT TIME: 13:38 INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM PAGE: 2 PROGRAM INCOME DETAILS BY FISCAL YEAR AND PROGR3kM IOWA CITY, IA ASSOCIATED FUND ESTIMATED VOUCHER VOUCHER IDIS MATRIX RECEIPTED/DRAW~ FY PGM GRANT NUMBER TYPE INCOME FOR YEAR TRANSACTION VOUCHER# CREATED TYPE ACT ID CODE AMOUNT 897173-002 06-19-03 PY 219 2lA 249.75 897814-002 06 20-03 PY 221 03 14,169.54 RECEIPTS 43,335.86 DR3kWS 43,335.86 BALANCE 0.00 2002 CDBG B-02-MC-190009 RL 25,000.00 RECEIPTS 100831-001 11-26-02 14A 12,014.59 102239-001 12 17 02 14A 655.87 104927-001 01 27-03 14A 1,446.33 105969 001 02-13-03 14A 1,146.05 107666-001 03-12-03 14A 618.11 109909-001 04-15-03 14A 3,423.78 111783-001 05 13-03 14A 13,156.78 114490-001 06 19 03 14A 9,957.96 114645-001 06-20-03 14A 5,980.03 DP, AWS 827258 001 11-27-02 PY 216 14A 12,014.59 833910 004 12-17-02 PY 216 14A 655.87 846759-001 01-28-03 PY 216 14A 1,446.33 853311-001 02-13-03 PY 216 14A 1,146.05 862451-001 03 12 03 PY 216 14A 618.11 874934-001 04 17 03 PY 216 14A 3,423.78 884149-001 05-13-03 PY 216 14A 13,156.78 897261-002 06-19-03 PY 216 14A 9,957.96 897965 001 06-20-03 PY 216 14A 5,980.03 RECEIPTS 48,399.50 DRAWS 48,399.50 BAL4~NCE 0.00 Appendices 33 Appendix 1 AFFTRt4ATI'VE t4ARKETZNG PLAN CITY OF IOWA CITY, IOWA 1. Puroose This Affirmative Marketing Plan is designed to conform to the requirements of the U.S. Department of Housing and Urban Development (HUD) published at 24 CFR 570 (Community Development Block Grant - CDBG) and 24 CFR 92 (HOME Tnvestment Partnerships - HOHF). The plan sets forth the City of Iowa City's procedures and requirements for affirmatively marketing housing units assisted with federal funds. 2. General Policy lit is the City's policy to make available housing options to eligible persons from all socio-economic, racial, ethnic and gender groups in the Towa City housing market area and affirmatively market housing that is assisted through programs administered by the City. To this end, the City will make efforts to affirmatively market housing units to assure that individuals who normally might not apply because of age, race, color, religion, creed, national origin, gender identity, sex, marital status, disability, sexual orientation, the presence or absence of dependents, familial status or public assistance source of income for housing: · Know about rental vacancies and opportunities to purchase homes. · Feel welcome to apply or funds or receive housing assistance. · Have the opportunity to live in units assisted with public funds. The City will work with subrecipients to ensure that housing units assisted with federal funds are made available to persons on an equal basis. 3. Outreach to the Public. Owners and Potential Tenants - City Procedures a. Media. The City will utilize local media to advertise (1) the availability of assistance and (2) the availability of vacant housing units. Press releases will contain the Equal Housing Opportunity slogan and a statement of affirmative marketing policy. Display ads, posters and other published materials will contain the Equal Housing Opportunity logo and slogan. The following media will be used for display advertising: · Iowa City Press-C/t/zen and/or Iowa City Gazette newspapers · Local government access channel- cable TV Press releases from the City are received by all area print and electronic media and may also be found on the City's webs/re. b. Other Means. The City will utilize other appropriate methods to inform the public. This may include personal and written contact with organizations, such as those listed below, encouraging them to make information on the vacant units available to all persons on an equal basis. · Business organizations- Iowa City Board of Realtors, ]Iowa City Apartment Owners and Managers Association and local lending institutions. · University organizations- Housing Clearinghouse, Iowa Memorial Union and the Housing Assignment Office, Burge Hall. 34 · Other Organizations- Crisis Center, Greater Towa City Housing Fellowship, LTFE Skills, HACAP, and the Iowa City Housing Authority The Iowa City Housing Authority will be of particular value in that it serves as the local Public Housing Authority, receives referrals through a network of local human service agencies and maintains a current waiting list of Section 8 eligible rentals. Neetings of the Housing and Community Development Commission are open to the public and will serve as another forum for announcing the availability of federal assistance and discussing the City's affirmative marketing policy for the program. Other public meetings, as needed, will be scheduled to explain the City's HUD funded programs to local organizations, property owners and tenants and discuss the affirmative marketing policy and requirements of local and federal fair housing laws. The staff of the Iowa City Human Rights Commission may be called upon to assist in explaining fair housing laws and to review potential housing discrimination practices. In addition, the Iowa City Human Rights office has added a full-time investigator who works with discrimination complaints. 4. Requirements and Procedures for Subrecioients Property owners who participate in the CDBG and/or HONE programs will be required to comply with the following affirmative marketing practices: a. Tnclude the Equal Housing Opportunity logo and slogan or statement in all advertisements for vacant units in local media and printed material. b. If a rental office is utilized or operated by the owner, whether on or off premises, display fair housing posters in a conspicuous place. c. Use the Towa City Housing Authority's waiting list of Section 8 eligible tenants as a source of referrals for the rent-up of assisted units. d. Provide written assurance to the City that units will be made available to prospective tenants on a non-discriminatory basis. e. Naintain records of all efforts to affirmatively market vacant units. For example, copies of newspaper ads and documentation of the owners' contacts with the local business, University and community service organizations and other efforts to publicize the availability of the vacant units. All HONE agreements shall contain language as required by 24 CFR 92.351. 5. $oecial Outreach Efforts Tf, during the course of administering the CDBG and HONE programs, it is determined that special outreach efforts are needed to attract persons of particular racial, ethnic or gender groups to vacant units, the City may: · Conduct outreach and contact service organizations, churches and University clubs. · Notify the business, University and community service organizations listed in Section 3b above of the special outreach needed. · Assist owners to locate prospective tenants by making referrals from the Towa City Housing Authority's waiting list and target advertising as needed to expand the list. The City can require that subrecipients begin their special outreach efforts immediately upon learning that a vacancy will occur. Owners typically request a 30-day notice from current tenants planning to 35 terminate their tenancy so that the outreach efforts can begin before advertising to the general public. 6. Record-keeDina Reauirements All records pertaining to affirmative marketing efforts of the City will be maintained by the City in accordance with HUD Regulations. The City will ensure the subrecipients also maintain records to document their affirmative marketing efforts. The City will maintain records of the following: · Press releases and newspaper ads. · Copies of notices and documentation of contacts with the business, University and community service organizations. · Documentation of monitoring visits with subrecipients. 7. Assessment of Affirmative btarketino Efforts The City will conduct an annual assessment of the effectiveness of its affirmative marketing efforts for the inclusion in the Consolidated Annual Performance and Evaluation Report to HUD. At a minimum, the assessment will include: a. A summary of good faith efforts by the City and participating subrecipients to affirmatively market units. To determine if good faith efforts have been made, the City will compare information contained on the records to be kept with actions that were taken to carry out affirmative marketing. (See Affirmative Marketing Reporting form). b. The results of the affirmative marketing efforts may include age, race, color, religion, creed, national origin, gender identity, sex, marital status, disability, sexual orientation, the presence or absence of dependents, familial status or public assistance source of income occupying assisted housing units. To determine results, the City will examine whether or not persons from a variety of groups and persons with disabilities in the area applied for or became tenants, homebuyers, or received rehab assistance. Jif it is found that a variety is represented, particularly the targeted groups determined to be in need of outreach, the City would assume the procedures were effective. Tf it is determined that a participating subrecipient is not making good faith efforts to affirmatively market housing units, the City will take the following corrective actions: a. The City will issue a written notice to the subrecipient stating reasons of non-compliance with the terms of the CDBG and/or HONE agreement and corrective actions (e.g. advertising) which must be taken by the owner within a specified period of time, not to exceed 60 days. b. Continued non-compliance within the specified time period and, thereafter, during the term of the CDBG and/or HOME agreement, will result in the City taking legal action to recover 100% of the assistance for the subrecipient's project. All cases of apparent discriminatory practices by subrecipients will be referred to the Towa City Human Rights Commission for review and remedial action under the housing provision of the ]~owa City Human Rights Ordinance. 36 8. Public Notice and Review Copies of this Affirmative Marketing Plan will be made public and available for citizen review, upon request, in the office of the Department of Planning and Community Development. (Revised 7/01) 37 Appendix 2 (HOUSZNG PROSECTS ONL Y) AFFIRMATIVE MARKETING FY03 (~uarterly Report Form The U.S. Department of Housing and Urban Development (HUD) states that all housing projects, assisted with HONE funds, comply with the affirmative marketing regulations (24 CFR 92.351). To satisfy this requirement the City of Iowa City is required to report on affirmative marketing efforts by the City and its recipients and to assess the success of those efforts. As such, we are requesting the following information. Please Describe Affirmative Marketing Efforts This Quarter (media, ads, outreach efforts, press releases, etc.) Number of Units Rented or Sold This Quarter and Unit Size Unit Size Number of Units Single Room Occupancy Unit 1 Bedroom 2 Bedroom 3 Bedroom 4 Bedroom Number of Applicants and Success of Applicant by Race RACE Number of Number of Successful Households with Hispanic Households Households* Ethnicity** American Indian/Alaskan Native / Amer. Tndian/Alaskan Native & Black/African American / American Indian/Alaskan Native & White / Asian / Asian & White / Black/African American / Black/African American & White / Native Hawaiian/Other Pacific ]slander / White / Other/Nulti-Racial / *Successful Household - Applicant obtained housing through the CDBG and/or HOME funded project. **Indicate # of applicants with Hispanic ethnicity on left of divider and # of successful households with Hispanic ethnicity an right of divider. 38 Appendix 3 HUMAN RIGHTS COMMISSION GENERAL RESPONSIBILITIES The Iowa City Human Rights Commission enforces the Human Rights Ordinance, Title 2, Iowa City Municipal Code. The Human Rights Ordinance is Iowa City's anti-discrimination/aw. The law gives the Human Rights Commission the authority to investigate allegations of discrimination in the areas of employment credit transactions, education, public accommodations and housing. It is the mission of the Human Rights Commission to eradicate discrimination in Iowa City, based on age, co/or, creed, disability, marital status, national origin, race, religion, sexual orientation or gender identity. In the area of housing, discrimination based on familial status, presence or absence of dependents or public assistance source of income is also prohibited. The Human Rights Ordinance gives the Commission the authority to enforce the law prohibiting discrimination and upon a finding of probable cause, to conciliate an agreement between the parties involved in a complaint. The Commission also has the responsibility of educating the public on the various forms of discrimination that exist in the Iowa City area and protecting citizens from unfounded charges of discrimination. The Human Rights Commission is a quasi-judicial body composed of nine volunteer members appointed by the City Council. Each member serves a three-year term. Appointments to the Human Rights Commission take into consideration men and women of various racial, religious, cultural and socio-economic groups in Iowa City. The Commission meets once each month at 7:00 p.m. in Emma .1. Harvat Hall in the Civic Center. The meeting site is accessible to persons with disabilities. ACCOMPLISHMENTS IN FISCAL YEAR 2003 · July 27, ribbon cutting ceremony and ADA celebration at the Universally Designed B Street house built by the City of Iowa City; · Participated in the ".1ohnson County Reads One Book" project. The book selected was, "First They K#/ed ~ly Father, A Daughter of Cambodia Remembers"by Loung Ung; · September 17, Coordinator met with Pat Guard, Director of the Chamber of Commerce, to discuss the role of the Commission in Iowa City. Guard subsequently wrote of the meeting in the monthly chamber magazine, Reflection~, · September 26, 19TM Annual Human Rights Breakfast at the Wayne Richey Ballroom in the IMU. Winners of the Human Rights Awards include: Willard (Sandy) Boyd - Lifetime Achievement award, Nary Larew - Isabel Turner award, Monique Dicarlo - l~ndividual in a Service Organization award, Hoore Construction Co., Nary Palmberg-Rick Graf award; · Joined forces with the Human Rights Education Committee to plan human rights projects in the community; · October 22, participated in a focus group discussion regarding homelessness in Iowa City; · October 28, community dialogue about racism held in the Cottage Bakery; · October 30, attended Iowa Women's Foundation lunch; · November 6, participated as a speaker and attendee at the University of Iowa's International Day program; · Attended speech featuring Loung Ung at the II~U regarding landmines still remaining in Cambodia since the Vietnam War; · December 4, participated in a discussion at the Armory regarding diversity in the Iowa National Guard; 39 · Participated in several organizational meetings pertaining to the University of Towa's Anti-B/as Community Development Video Project (ABC D project); · Provided information and assistance to Claire Cardwell from the U of T for her project Painting the Lanes for a Better Understanding; · December 17, met with Director of NCC.], Jesse Villalobos, regarding IVlartin Luther King presentations in Iowa City sponsored by the Commission, NO.1, and the Affirmative Action office; · January 11, Newman Abuissa for ABCD project; · January 19, attended HLK celebration at Zion Lutheran Church; · January 20, MLK presentation by Jennifer Holiday from the Southern Poverty Law Center. Presentation held in the Senior Center; · January 21, reception for MLK speaker Tim Rice at Uptown Bill's; · January 27, 1~ organizational meeting for Latino/a conference in November; · January 29, 1~ organizational meeting for Johnson County Reads the ~ame Book project; · February 23, Cultural Diversity Day at the University of Iowa; · Presentation on issues of discrimination to students in U of T Professor Paul Retish's class; · Women & War presentation co-sponsored with the United Nations - Iowa Division, U of T Center for Human Rights and others; · April 15 at Eastdale Plaza, Bu#ding Blocks to Employment, program co-sponsored with the Human Rights Education Committee, U of 1[ Center for Human Rights, Workforce Development Center, Westaff, and Goodwill Industries of SE IOWA, Johnson County Neighborhood Centers, and 4C's; · June 3 at Pheasant Ridge Neighborhood Center, Z'd Building Blocks to Employment; · .lune 7, Commission Chair, Lisa Beckmann addressed Cedar Falls and Waterloo Commissioners regarding the adoption of sexual orientation as a protected category in their communities and Towa City's experience over 20 years ago; · June 8, TCARE Breakfast; · June 21, Pride Festiva/; · July 17, cultural exchange with H~rcia Regina de Miranda, attorney from the Legal and Psychological Assistance program for Victims of Racial Crimes, a non-governmental organization in Brazil; · Commissioners have been and will continue to engage in "listening post" activities at various locations in Iowa City. COMPLAINT ACTIVITY During the period from July l, 2002 to June 30, 2003, twenty-two cases were filed with the Iowa City Human Rights Commission. Complaints Alleging One Basis Of Discrimination i Public Assistance Source of Income 1 Age 3 Sex (Sexual Harassment) i Sexual Orientation Harassment i Gender Identity 3 Race 2 Disability Complaints Alleging More Than One Basis of Discrimination i Age & Retaliation 2 National Origin & Race i National Origin & Race & Sex 4 Sex & Racial Harassment i Sex & Retaliation i Sexual Harassment, Perceived Sexual Orientation Harassment, Retaliation 40 i Race & retaliation Total Number of Complaints: 22 95% of the total number of cases filed were in the area of employment. Two cases alleged discrimination in an area other than employment. One case involved an a/legation of housing discrimination and the other involved alleged public accommodation discrimination. Of the total number of complaints alleging one or more bases for discrimination, the largest number involved race, nine cases or 40% and sex, nine cases or 40%. (Sexual harassment is a form of sex discrimination.) Three cases, 14% involved a/legations of national origin discrimination in combination with either race or race and sex discrimination. Disability discrimination was alleged in two or 9% of the cases. Complaint Resolution in Fiscal Year 200,3 35 no probable cause 2 settlement agreements 4 mediation agreements 3 administrative closures Total Resolutions = 44 PLANS FOR FISCAL YEAR 2004 · Annual seminar on discrimination at The University of Iowa School of Social Work; · Continue to work with Housing and Development Services and Housing Authority to increase public housing apartments and houses that are accessible to persons with disabilities; · Work with Cable Department to videotape a program pertaining to the experiences of immigrants currently living in Iowa City; · Continue to increase Council awareness on the shortage of housing for persons with disabilities; including encouraging the CiW Council to approve housing projects that are accessible for all, i.e. no steps entryways; · Public forum on tenant/landlord law; · Continue to advertise in the Da//y _rowan and other newspapers to alert the public that housing discrimination is against the law; · Annual Human Rights Breakfast will be held on September 25, 2003, at 7:30 a.m. · Participate in projects celebrating diversity and providing human rights education with the Human Rights Education Committee, i.e. movies with human rights themes, Meet Your Neighbor projects, 8u//d/ng B/ock$ to Emp/oymentprograms; · Continue to offer forums to educate public on discrimination issues. Include other agencies in the planning of larger public educational forums; · Public speaking engagements on relevant human rights issues will continue; · Continue to engage in surveys to determine people's perception of human rights in Towa City; · Speak with different groups in Towa City to assess level of need and areas of concern; · Involvement in joint projects with the University of Iowa Human Rights Center, United Nations Association, Iowa Division, Affirmative Action office and the College of Education will continue. · Develop programs for Hartin Luther King holiday and International Women's month; · Participate in the Annual Latino/a conference; · Proclamations for Black History Month, Women's History Month/International Women's Day, Fair Housing Month, and others as determined by the Commission. 41 Appendix 4 CITY OF IOWA CITY CDBG And HONE FY03 quarterly Report Form Name of Recipient: Reporting Period (check one): -luly-Sept __ Oct-Dec __ .lan-Mar __ Apr-June __ Project Name: CDBG/HOME Budget: $ Amount Expended (Year to Date): Brief Description of Project Accomplishments for the Quarter: **Does your agency repor~ by HOUSEHOLDS __ PERSONS __ (Please cl~ecl~one)** MEDIAN INCOME Numl~er~erved 0-30% 31- 50% 51 - 80% Over 80% TOTAL (must equal total below) Female Headed Households Number of Persons/ Households with Disabilities Households or Persons RACE Number Served with Hispanic Ethnicity American Indian/Alaskan Native Amer. Indian/Alaskan Native & Black/African American American Indian/Alaskan Native & White Asian Asian & White Black/African American Black/African American & White Native Hawaiian/Other Pacific [slander White Other/Hulti-Racial TOTAL (must equal total above) 42 Appendix 5 Summary of Comments Received Housing and Community Development Commission Public Hearing - September 18, 2003 1. How were the demographics in the report determined? Response: The demographic information comes primarily from census data. 2. A comment was made about the sentence on page 13 regarding the Development Code. "Currently, the City is undergoing a review and re-write of the development code that is scheduled to be completed in FY04." Response: This has been an ongoing project for over a year with the expected completion date sometime in the next few months. The Development Code is being completely rewritten. 3. A Housing and Community Development Commission member asked if the persons involved with the rewrite could come and speak to the Commission about the revisions and the impact on affordable housing. Response: City staff indicated that he would look into having someone come and speak to the commission about the changes in zoning, codes and development. 4. Comment on the maps on page 11 - maps in the copies of the CAPER were in black and white. The commenter requested that the Housing and Community Development Commission obtain a color version. Response: Color maps would be provided in the final FY03 CAPER. 43 I II '10-02-03 I Marian Karr IP7 From: Ross Wilbum Sent: Monday, September 29, 2003 11:42 PM To: Redmailbox@webtv. net; Letissedumond@aol.com; council@iowa-city.crc; Karr- marian@iowa-city.crc Subject: RE: Incumbents don't answer their e-mail To Bob & Charlotte. I appologize for the delay in responding to your e-mail inquiry. I try to keep up with e-mail, but the amount of e-mail can quickly stack up. In fact, I stopped the download tonight at 160 e-mail messages, so I know I have a few more to try and get to tonight. All this while I am trying to finish answering 4 candidate surveys that have been sent out, but that is my issue, not yours :-) There are several issues imbedded in your concern. Yes, I believe the courts and attorneys have interpreted that e-mail is public information in general. I think the issue for our council has been ensuring that other council members are receiving the same information and that the public is aware that just because one council member gets an e-mail, that all of us are not necessarily receiving information that was shared with other council members. It has been suggested to us by the city attorney that when we reply to e-mail that we forward a copy to the city Clerk or the council@iowa-city.crc address so that the correspondence can be included in our packets (for our benefit and the public). This is all my interpretation of course of council's & city attorney's conversations about e-mail. The issue gets trickier when it comes to responding to e-mail we receive on our city council e-mail addresses When we are a candidate about campaign issues. I don't believe we can use our city e-mail accounts for campaign purposes. This would possibly present a problem with the Iowa Ethics and Campaign Disclosure Board (515) 281-4028 or at least be an unfair advantage for an incumbant (on-line resource that a challenger wouldn't necessarily have access). There are times when we receive a large volume of e-mail, letters, and phone calls. It is up to the individual council member as to which forms of communication with the public that they respond to and prioritize (based on choice and abilities-not every council member is computer literate). We also balance this with all of our council meetings, reading, and other employment. When I repy to e-mail messages, I try to follow that guideline of forwarding the message so that it gets included in the council packet. I hope this provides some insight into the council's e-mail policy. Feel free to contact the city attorneys office to clarify our actual policy guiding the use of e-mail. Feel free to call me 358-6374 (home) if you want more information about my position on e-mail as a candidate for council. If you wish to have something in writing about my position on e-mail policy as a candidate, then please call me with an address that I can send you a written reply. Respectfully, Ross Wilburn Council Member ..... Original Message ..... From: Redmailbox@webtv. net [mailto:Redmailbox@webtv.net] Sent: Monday, September 15, 2003 2:32 PM To: jctalk@yahoogroups.com Cc: ipfab@avalon.net; ross-wilburn@iowa-city.org; dee-vanderhoef@iowa-city.org Subject: Incumbents don't answer their e-mail Bob, the problem with the phone calls and the private personal chats is that the politicians can deny that they said this or that. I recall the same controversy that you do about the council person's e-mail. I think that is a bogus reason meant only to prevent the public from communicating quickly with the council by e-mail. It also shields the politicians from putting themselves on the line in WRITING. I think that chats on the phone are worthless. Council people in other cities communicate with the public by e-mail. I find it odd that the lC 1 residents put up with that policy. My suggestion to Mrs DuMond: I would keep trying to get the incumbents to answer you. You mentioned that you could not find an e-mail address for council person Vanderhoef. Below is the address that I have for her. She at least uses it to communicate with some people. I got the address from someone she has answered very recently on a different subject: dee-vanderhoef@iowa-city.org Let us know if Irvin and Ross W answer your message. I talked to Irvin just this afternoon down on the Ped Mall, I asked him about e-mail with the public. He said that the e-mails addressed to the common city council address that is shown on the city webpage are not forwarded to the council persons. I did not get a chance to ask him if they ultimately get delivered to them in their council meeting packets. Irvin had to leave to talk to someone else. Earlier he made a very weak excuse about why he didn't answer my message about the Senior Center. I encouraged him to read the senior center complaints and send me a reply. http://seniorsonguard.tripod.com/ICSC/topten.html Charlotte Bob T. said today: I vaguely remember hearing something about that a few years ago. There was some question as to whether email messages from or to public officials were public documents, and thus subject to the Freedom of Information Act. The answer, as I recall, is "yes," but probably only if it is sent to an official email address. I seem to recall that the city attorney advised councillors not to use email, but I could be wrong about that. Since they can always delete it, email seems like a screwy kind of public record. They don't have any problem with talking on the phone, however, because there's no record of it. They don't object to phone calls at all, so call 'em up. Letissedumond@aol.com wrote: I sent this message to Mr. Pfab and Mr. Wilburn but they didn't reply. Subj: City Council e-mail with the public Date: 9/13/2003 7:14:04 PM Central Standard Time From: Letissedumond To: ipfab@avalon.net, ross-wilburn@iowa-city.org Mr. Pfab and Mr. Wilburn: I know that you are both seeking reelection. I hope that you will have time to give me your comments on communicating with the public by e-mail. Recently I was at a meeting where someone said that city council persons are not allowed to answer e-mail from the public. Is that true? I checked the city website today and could not find individual e-mail addresses for the city council members. 2 I would like to know your position on answering e-mail from the public. I had a very hard time getting your e-mail addresses. I could not find anyone who would give me the e-mail address for Mrs. Vanderhoef who is also running for reelection. I would like to know her position on this question EAST CENTRAL IOWA COUNCIL OF GOVERNMENTS YOUR R~L PLANNING AGENCY MEMORANDUM DATE: September 22,. 2003 . --'_~ ~-' TO: ECICOG Board of Directors ..... FROM: Doug Ellio ve Director on SUBJECT: Next Meeting - Tuesday, SePtember 30, 2003 The ECICOG Board of Directors will meet On Tuesda'y~ S;ptenlber 30~ 2003~ at 1:00 p.m. ~ at the.ECICOG offices. The September meeting was rescheduled due to a conflict with the annual meeting of the Iowa League of Cities. An agenda for the r0eeting and minutes of the Aughsi 28th m~ting are enclosed. Other items are highlighted below: Item 2.0 Routine Matters: Financial statements for the m, onth of August are bnclosed. Item 3.3 Director!s Report: I'm pleased to annouhce that two new staff members joined ECICOG on September 15. Amy Peterson was hired as the Program Administrator, and Eric Freese is the new Housing Speoialist. You will haye. the opportunity to meet them at' the board meeting. Items 3.4, 3:5, 3.6, & 327 Community. Development, Housing, Circuit Rider, & Solid Waste Reports: Staff reports are enclosed. Item 3.8 Transportation: Staff Will present the application to the Federal Transit Administration for region-wide deployment of Intelligent Transportation Systems (~I~FS) technology. The board will be asked to authorize the.director's signature on the.application. Items 3.4 & 3.5 SWTAC & TOG Report: Minutes of the most recent meetings are enclosed. Iteni.3.6 Ad,Hoc Committee Reports: The Transit SerVices ReviewCommittee will meet immediately pr/or to lhe board meeting, and will give a report reghrding the enclosed service request at the meeting. Please review the remainder of the enclosed materials, and contact us if you have questions before the meeting on the 30th. Enclosures . 108 Third Street SE, Suite 300 Cedar Rapids, lo~wa 52,401 31_9-365-9941 FAX 319-365-9981 www. ia.net/-ecicog East Central Iowa Notice TEL 365-9941 FAX365-9981 pages 1.0 CALL TO ORDER .1 Recognition of Alternates .2 Public Discussion .3 Approval of Agenda 2.0 ROUTINE MATTERS 1-3 .I Approval of Minutes (August 28, 2003 4-6 .2 Preceding Month's Budget Reports/Balance Sheets 3.0 AGENCY REPORTS · 1 Chairperson's Report .2 Board Members' Reports · Discussion of subordination agreements .3 Director's Report 7-9 .4 Community Development Report 10-12 .5 Housing Report 13-14 .6 Circuit Rider Report Rep 15 .7 Solid Waste ort 16 .8 Transportation Report · IrSApplication 4.0 COMMITTEE REPORTS .1 Executive Committee .2 Personnel Committee .3 Budget Committee 17-18 .4 Transit Operators Group 19-20 .5 Solid Waste Technical Advisory Committee 21-22 .6 Ad Hoc Committee Reports · Transit Services Review Committee 23-28 5.0 IOWA INTERGOVERNMENTAL REVIEW SYSTEM 6.0 OLD BUSINESS .1 Approval of Expenditures 7.0 NEW BUSINESS 8.0 NEXT MEETING: October 30, 2003 including tour of the GRO House in Monticello ECICOG is the Region l O planning agency serving local governments in the counties of Benton, Iowa, Johnson, Jones, Linn, and Washington. MINUTES. East Central Iowa Council of Governments Board Meeting 1:00 p.m. - August 28, 2003 108 Third Street SI], Suite 300, Cedar Rapids MEMBERS PRESENT Ed Brown-Mayor of Washington Ann Hearn-Linn County Citizen James Houser-Linn County Supervisor Dennis Hansen~lones County Citizen Aaron Chittenden-Jones County Citizen Lu Barron-Linn County Supervisor Don Magdefrau-Benton County Citizen' David Vermedahl-Benton County Supervisor Dawn Pettengill-Mayor of Mt. Auburn Larry Wilson-Johnson County Citizen Ross Wilburn-lowa City City Council Pat Harney-Johnson County Supervisor Gary Edwards-lowa County Citizen Ed Raber-Washington County Citizen Bob Stout-Washington County Supervisor Leo Cook-Jones County Supervisor MEMBERS ABSENT Tom Tjelmeland-Mayor of Ely Henry Herwig-Coralville City Council Ric Gerard-Iowa County Supervisor Wade Wagner-Cedar Rapids Commissioner Charles Montross-Iowa County Supervisor ALTERNATES PRESENT - None OTHER'S PRESENT - None STAFF PRESENT Doug Ellioti-Executive Director Gina Peters-Administrative ~4ssistant Jennifer Ryan-Planner Chad Sands-Planner Lisa Treharne-Circuit Rider Mary Rump-ITff ransportationPlanner Robyn Jacobson-Transit Administrator Lisa-Marie Garlich-Planner 1.0 CALL TO ORDER The meeting was called to order by Chairperson, Ed Brown at 1:03 .1 Recognition of Alternates -None .2 Public Discussion - None .3 Approval of Agenda M/S/C (Houser/Magdefrau) to approve the agenda. All ayes. 2.0 ROUTINE MATTERS .1 Approval of Minutes (June 26, 2003) M/S/C (Heam/Wilson) to approve the minutes as written. All ayes. 1 .2 Preceding Month's Budget Reports/Balance Sheets "--r-~ ~:~ M-/S/C (Hansen/Pettengill) to receive and file the July financial statements for audit. All ay~g.~. "~ ~ 3.0 AGENCY REPORTS ~-~ C; ~ .1 Chairperson's Report - None - i-~'l .2 Board Members' Reports - None ~' ,ay .3 Director's Report Elliott told the board an RFP for auditing services was mailed to eleven fa-ms and five responses were received. One of the five responses submitted a bid. The results are on page 7 of the board packet. Discussion followed. (Stout and Raberjoined the meeting at this time.) M/S/C (Houser/Wilburn) to accept the bid from Larry Pump, CPA for auditing services for FY 2003-FY 2005. All ayes. Elliott told the board he interviewed applicants for the Program Administrator and Housing Specialists positions. He hopes to have both positions filled by the end of the week. .4 Community Development Report Sands handed out census information for the region and a map showing the fastest growing cities in the ECICOG region. (Cook joined the meeting at this time.) .5 Housing Report Garlich handed out a Models for Success workshop flyer and information on the housing fund application workshop. She told the board housing funds applications are due December l0th. .6 Circuit Rider Report Treharne told the board about a wind turbine project in the City of Brighton. .7 Solid Waste Report Ryan told the board that DeVries was at a comp plan meeting today with the DNR regarding roles for the comp plan. The updated solid waste comprehensive plan update is due in March 2004. Ryan referred to page 15 of the board packet, a travel request for the NAHMMA Hazardous Materials Management Conference. Discussion followed. M/S/C (Edwards/Wilson) to approve the NAHMMA Conference request. All ayes. .8 Transportation Report Rump gave an update on the ITS application. If funded, this will help each of the transit providers better manage transit services. (~ilburn left the meeting at this time.) 4.0 COMMITTEE REPORTS .1 Executive Committee Brown told the board the issue of the board and executive committee meeting on alternating months was brought to the executive committee. The executive committee discussed, and felt it was important to bring it to the full board for discussion. Ban'on stated staffreports don't change drastically from month to month and for those who travel from out of town it might not be worth their time to come for a meeting that generally lasts an hour. Discussion followed. The board agreed that it was important to meet monthly, staffreports are helpful and those fi'om out of town don't mind the drive. The board will continue to meet monthly. Brown and Elliott are to work together to bring in speakers and to change the location of the board meeting around the region. M/S/C (Cook/Edwards) to approve the minutes of the July 29, 2003 executive committee. All ayes. .2 Personnel Committee - None .3 Budget Committee - None .4 Transit Operator's Group - None .5 Solid Waste Technical Advisory Committee - None / .6 Ad Hoc Committee Reports - None 5.0 IOWA INTERGOVERNMENTAL REVIEW SYSTEM - None 6.0 OLD BUSINESS .1 Approval of Expenditures M/S/C (Hamey/Raber) to approve payment of expenditures. All ayes. 7.0 NEW BUSINESS Raber asked if anyone knew when the IDOT meetings facilitated by David Forkenbrock were to be held. The closest meeting will be on October 7~ at 6:30 p.m. at the Clarion Hotel in Cedar Rapids. Wilson asked that information be emailed to board members. Vermedahl told the board Benton County was asked to subordinate a mortgage earlier this week for the down- payment program. He asked if there could be an agenda item added next month for discussion on subordination agreements. 8.0 NEXT MEETING: September 30, 2003 The October board meeting will be held in Monticello at the GRO house. The meeting adjourned at 2:00 p.m. David Vermedahl, Seeretary/Treasurer September 30, 2003 Date Date: September 30, 2003 From: Chad Sands, AICP, Planner Lisa Treharne, Planner Amy Peterson, Grant Administrat~ Status of Planning Projects · Work is nearing completion on the Bertram/Linn County City/County Strategic Growth Plan (CCSG) and resulting Fringe-Area Agreement between Bertram and Linn County for managing development in the City's fringe area. Staff is working on a proposal to have City input on conditional use permits within the two-mile area. Once this language is approved, the plan will then go before the City Council and the County Board of Supervisors. The Springville/Linn County CCSG plan and agreement is nearing completion, as well. The City's attorney has reviewed the document, and approved the language contained within. Both the City and County Planning and Zoning Commissions have recommended the plan and agreement to the governing bodies (City Council and Board of Supervisors, respectively). · ECICOG staff worked with the City of Bertram to amend the City's land use plan and zoning ordinance. The ordinance features an overlay zone to protect its gateway entrances. The City adopted the amendment to its plan and zoning ordinance in July. · Work on the City of Central City's comprehensive plan is complete. The City's planning committee recommended the draft plan to be reviewed by the Planning and Zoning Commission. The P&Z has forwarded a recomemendation of approval to the Council, and the plan should be adopted in October. Work is now nearing completion on the hazard mitigation portion of the plan. This should be sent to the State for their review and approval this winter. Work on the Johnson County Zoning and Subdivision Ordinance update has begun. Work is expected to take an additional 4 to 6 months. Major changes to the ordinance will include updated definitions, format changes to the overall ordinance layout and changes to specific requirements and regulations. · Work on the City of Lisbon zoning and subdivision ordinance update is nearing completion. In addition, ECICOG staff recently completed the City's comprehensive plan. The ordinances should go before the Council in September. · Work on the City of Olin Hazard Mitigation Plan has been completed and approved by FEMA. · Work is nearing compeletion on the City of Shueyville's ordinance codification project. Shueyville's City Attorney is currently reviewing the document, and it should go before the Council this winter. Community Development Report September 30, 2003 page 2 ~]~3 SEP 25 PH 12' O0 · The City of Springville has requested a scope of servi~._~f/the completion of a comprehensive plan. Work on the plan would ~¥~-~f~er their CCSG plan has been completed. · ECICOG is providing site plan and development review services for the Cities of Wellman, Bertram and Shueyville. · Linn County has contracted with ECICOG to prepare a Pre-Disaster Mitigation Plan. Work has begun on this project and is expected to be substantially completed by December 31, 2003. Community Development Block Grants and other Grant Programs Projects recently funded: Recently announced CDBG awards: Benton County: Funded; $109,000 for the installation of a sanitary sewer system for the unincorporated area of Watkins. Proiects in pre-construction phase: Crawfordsville (day care) - total project cost: $563,500; amount awarded $250,000 (This project is on hold until the sewer system project is complete) Projects in construction phase: Crawfordsville (CDBG): The construction is underway for this sanitary sewer system project. A contractor is installing the collection system and a second contractor will install the lagoon. City of Millersburg (sanitary sewer system) - Construction is nearly complete; the lagoons are complete and the individual lines are being installed. Total project cost: $924,650; amount awarded: $219,000. Iowa Count./(waste water treatment) - Construction is approximately half way through; the lagoons are nearly complete. Total project cost:'$798,000; amount awarded: $265,000 Central City (day care) - Construction is approximately one third of the way through; the structure is up. Total project cost: $1,127,500; amount awarded: $360,000 projects awaitin~ close out: Benton County (rural water) - total project cost: $3,802,410.10; amount awarded: $600,000. Vinton (CDBG): Construction is completed on this day care project. The project has been closed out. Community Development Report September 30, 2003 FI[~.FI] page 2 ~ ~O0~,SEP. 25 PH 2,' O0 , · The City of Springville has requested a scope or services ~or the comp etlon or a comprehensive plan. Work on the plan would begin this ~-~fteo~rL~_~l(,CCSG plan has been completed. IOWA GITY, IOWA · ECICOG is providing site plan and development review services for the Cities of Wellman, Bertram and Shueyville. · Linn County has contracted with ECICOG to prepare a Pre-Disaster Mitigation Plan. Work has begun on this project and is expected to be substantially completed by December 31, 2003. Community Development Block Grants and other Grant Programs Projects recently funded: Recently announced CDBG awards: Benton County: Funded; $109,000 for the installation of a sanitary sewer system for the unincorporated area of Watkins. Projects in pre-construction phase: Crawfordsville (day care) - total project cost: $563,500; amount awarded $250,000 (This project is on hold until the sewer system project is complete) Projects in construction phase: Crawfordsville (CDBG): The construction is underway for this sanitary sewer system project. ^ contractor is installing the collection system and a second contractor will install the lagoon. City of ~lillershurg (sanitary sewer system) - Construction is nearly complete; the lagoons are complete and the individual lines are being installed. Total project cost: $924,650; amount awarded: $219,000. Iowa County (waste water treatment) - Construction is approximately half way through; the lagoons are nearly complete. Total project cost: $798,000; amount awarded: $265,000 Central City (day care) - Construction is approximately one third of the way through; the structure is up. Total project cost: $1,127,500; amount awarded: $360,000 Projects awaiting close out: Benton County (rural water) - total project cost: $3,802,410.10; amount awarded: $600,000. Vinton (CDBG): Construction is completed on this day care project. The project has been closed out. Community Development Report September 30, 2003 page 3 Recently Submitted Pre-Applications: City of Belle Plaine - Sanitary Sewer Benton County - Rural Water Jones County - Sanitary Sewer Community Development Block Grant Application Timelines Full application deadlines for Water & Sewer applications: December 4, 2003 Full application deadlines for Community Facilities applications: December 19, 2003 9 E~COG Date: September 17, 2003 From: Lisa-Marie Garlich, Planner, ext. 33 Lisa Treharne, Planner, ext. 29 Amy Petersen, Planner, ext. 21 ZDED-Housing Fund Iowa Department of Economic Development's deadline for Housing Fund applications is December 10, 2003. If your community is interested in applying for rehabilitation, down-payment assistance or some other housing related acUvity, please contact one of us as soon as possible so we can begin planning for your application. Harion Flood Buy-Out. The City was awarded funds to acquire and demolish three homes flooded by the 2001 rains. Meetings are currently being established and timelines are being set. Grant: $ 26~,117 Source of Funds: FEMA/State of ]owa/city Honficello Flood Buy-Out. The City was awarded funds to acquire and demolish [wo homes flooded by the 2001 rains. The homeowners have been contacted via letters, per c. Jty Administrative Plan. Grant: $133,599 Source of Funds: FEMA/State of iowa/city I Ongoing Projects I Anamosa Rehabilitation [I. The City was awarded funds to rehabilitate 10 houses. SLx homes are completed. One home is in the cons~ruddon .process. Three homes are going through the verification and inspection process. Three homes were deemed ineligible. More applications are being accepted. Grant: $379,850 Local Match: $10,000 Source of Funds: HUD/IDED Housing Fund Benton County Homoownership Assistance. The County was awarded funds to provide down payment assistance to at least eight households in Benton County excepting Vinton. One applicant will be closing soon. Three applicants are planning to build new homes. The program requires they be completed by the end of March 200't. One applicant is on the waiUng list. New inquiries are being routed to the USDA-RD program specifically for Benton County. Grant; $155,990 Local Match: $8,950 Source of Funds: HUD/[DED Housing Fund BHghton Rehabilitation. The City was awarded funds to rehabilitate 9 houses. Sixteen applicaUons were received and they soon will be ranked. Grant: $370,600 Local Match: $14,000 Source of Funds: HUD/IDED Housing Fund Central City Flood Buy-Out ]. NI five homes have been purchased. All homes have been demolished. The financials are cleared. The project cannot close out until the Hazard MiUgaUon Plan is adopted. Grant: $179,632 Source of Funds: FEMNState of Iowa/Central City Central City Flood Buy-Out :ii. All homes have been bought out. Three homes are scheduled for relocation. The fourth home is going to be demolished or burnt by the city. Grant: $371,547 Source of Funds: FEMA/State of [owa/Central City (~ Coralville Rehabilitation. The C'~y was awarded funds to rehabilitate at least 11 houses. Six homes are completed. One home is in the construction process, but is on hold due to contractor problems. Three homes are currently in construction. One home was moved up from the waiUng list and is in the 10 verification process. Eight applicants am on the waiting list. Inquiries am still being received on a regular basis. Grant: $417,411 Local Match: $20,000 Source of Funds: HUD/IDED Housing Fund Crawfordsville Rehabilitation. The City was awarded funds to rehabilitate 10 houses. All ten homes are completed. The doseout process is completed, however, the city may receive payment on the balance of a loan due to the recent death of a participant. Grant: $276,990 Local Match: $10,000 Source of Funds: HUD/IDED Housing Fund Fairfax Rehabilitation. The City was awarded funds to mhebilitate 10 houses. Eight homes are completed. One home is under construction. One home would like to be m-bid due to the lack of bidders. An extension has been applied for. Two applicants remain on the waiting list. Grant: $273,990 Local Match: $10,000 Source of Funds: HUD/IDED Housing Fund 3ohnsen County Federal Home Loan Bank ! & I1. These projects am complete. Grant: $50,000 Local Match: $50,000 Source of Funds: Federal Home Loan Bank ~ohnsen County Federal Home Loan Bank ~[;[Z. ECICOG received a third round of funds on behalf of the .lohnson County Housing Task Fore for the rehabilitation of 20 homes. Grant: $107,500 Local Match: $92,500 Source of Funds: Federal Home Loan Bank Washington County Federal Home Loan Bank Z. ECICOG received funds on behalf of Washington County to assist 10 homes. Grant: $53,750 Local Match: $? Source of Funds: Federal Home Loan Bank Unn County Flood Buy-Out Z. County was awarded funds to acquire four houses. All demolition is complete. The last home was disqualified for funding. Financials complete. Unn County Flood Buy-Out Phase ZZ. County was awarded funds to purchase and demolish four homes. Four homes have been purchased and demolished. This project is now complete. Financials complete. ProJect dose out for both projects cannot be completed unuI the completion and adoption of the County Hazard Mitigation Plan. Grant: $118,169 Source of Funds: FEMA/State of ~'owa/Linn County Lone Tree RehabilitaUon. The City was awarded funds to rehabilitate 8 houses. Fifteen applicaUons were received, and will be ranked soon. Grant: $320,312 Local Match: $8,000 Source of Funds: HUD/IDED Housing Fund Martelle RehabilitaUon. The City was awarded funds to rehabilitate 8 houses. Six homes are completed. One home is almost done with construction. One home is currently in the bidding process. Two homes were deemed ineligible. Grant: $307,986 Local Match: $8,000 Sot~rce of Funds: HUD/IDED Housing Fund North English RehabilitaUon. The City was awarded funds to rehabilitate 10 houses. Six homes are completed. Two homes are under construction. The final two homes are under re-bid. TWJ:L3pplica!~; remain on the waiting list. (~ Grant: $279,990 Local Hatch: $10,000 ~ource of Funds: HUD/IDED Housing Func~ .. . ~-~ Norway Rehab,htation. The City was awarded funds to rehabilitate 7 houses. An amen~l;~ was.n made to the City's contract with IDED for new grant amounts based on a, owner-occupied rel~tatio~ projects (those amounts are noted below). Currently, rehabilitation is complete on all four h~i~. Cli~e out is in process. ~ Grant: $148,791 Local Match: $~I,000 Source of Funds: HUD/TDED Housing Fund ~ EOCOG Housing Report Olin RehabilitaUon. The City was awarded funds to rehabilitate 10 houses. Four homes are completed. One home is under construction. Five homes are currently being inspected. One home is in Verification Process Phase. Eight homes have been deemed ineligible. A Waiting List has been established. Grant: $379,850 Local Hatch: $10,000 Source of Funds: HUD/[DED Housing Fund Village of Troy Mills/Unn County Rental Rehabilitation. The County was awarded funds for adaptive reuse of a vacant school to four units of senior housing. This project is currenUy under construction. Grant: $122,807 Local Hatch; $98,633 Source of Funds: HUD/[DED Housing Fund Vinton Homeownership Assistance. The City was awarded funds to assist at least 10 applicants with homeownership. Seven of these units are designated for new construction. The remaining three spots are for the purchase and rehabilitation of existing homes in the city. One applicant recently closed on an existing home and minor rehabilitation has begun. Two other applicants are searching for an existing home and five are either in search of a floor plan, lending institute, or both. Grant: $317,573 Local Hatch: $10,000 Source of Funds: HUD/IDED Housing Fund Washington Homeownership Assistance T. The City was awarded funds to provide down payment assistance to 5 households. Four homes are completed. The final applicant is under construction. Grant: $189,874 Local Hatch: $5,000 Source of Funds: HUD/[DED Housing Fund Washington Homeownership Assistance ZZ. The City was awarded funds to provide down payment assistance to 5 households. The AdministraUve Plan was approved by the City Council and applicants will soon be contacted. Grant: $~.98,845 Local Hatch: $5,000 Source of Funds: HUD/IDED Housing Fund Wellman Rehabilitation. The City was awarded funds to rehabilitate 10 houses. Two of the top three applicaUons do not appear to be feasible. The next set of three homes are currently being inspected. Grant: $379,850 Local Hatch: $17,000 Source of Funds: HUD/IDED Housing Fund MINUTES O~ EAST CENTRAL IOWA COUNCIL OF GOVERNMENTS ~ ~i -o "T'i Solid Waste Technical Advisory Committee (SWTAC) 1 PM, September 11, 2003 .~.. rr~ '-~ .~_ Bluestem Solid Waste Agency, Kirkwood campus, Cedar Rapids VOTING MEMBERS PRESENT Iowa City/Johnson County: Dave Elias <:3 Benton County: Myron Padzek Iowa County: Rick Heller STAFF PRESENT Bluestem/Linn County: Karmin Bradbury Marie DeVries Bluestem/Linn County: Floyde Pelkey Jennifer Ryan Tama County: Lyle Bmhm NON-VOTING MEMBERS PRESENT OTHERS PRESENT Iowa City/Johnson County: Brad Neumann, Doug Elliott, ECICOG Executive Director Jon Thomas Iowa Waste Exchange: Rick Meyers, John Koch Bluestem/Linn County: Teresa Kurtz MINUTES: Minutes from the August meeting were approved. ECICOG Solid Waste Assessment Fee: Elliott presented a FY05 solid waste assessment fee scenado for the TAC to consider. Under the proposed scenario, the assessment burden would be shifted to reflect the time record data collected by staff. Fifty percent of the assessment would remain based on per capita, while the other fifty percent would be divided among the member counties based on a metro / non-metro split. The FY05 assessment scenario would be phased in over two years. The members will consider the proposed assessment scenario next month. Local Updates -- Iowa City I Johnson County: Elias and Neumann reported: · Electronic waste program advertising beginning soon. · Iowa City Collection Department picking up furniture at the curb in anticipation of a new program similar to the Furniture Project. · Considering a new landfill staff position tO handle the furniture program. · Hosted the first of two comp planning meetings with stakeholders from Johnson County. · Shueyville will consider a drop-off recycling program next spring. Bluestem/Linn County: Kurtz, Pelkey and Bradbury reported: · Organizing a children's art calendar contest to promote recycling. · Hosting the performer, Steve Trash, the week of April 29, 2003. · Initiated the process of becoming a Keep Linn County Beautiful affiliate. · Accepting bids for a new grinder for wood/yard waste. · The landfill expansion project at Site #2 is proceeding. · Advertising for a planner position. · Discussing a tip fee rebate program for higher volume customers. Tama County: Brehm reported that the Tarp-o-matic is working well as alternative daily cover. Started excavation for a new siltation pond as part of the expansion project. The comp plan goal setting meeting is set for September. Brehm has taken the Poweshiek County Engineer's position in addition to serving as the Tama County Engineer. The Engineer in Poweshiek County also oversees a public transfer station that is part of the South Central Iowa Solid Waste Agency planning area. Iowa County: Heller reported that excavation of the new cell is nearly complete and the leachate collection system is being installed, Discussed forklift tire disposal. Iowa Waste Exchange: Koch provided an update of the gasification plant planned in Tama County. Assisting the schools and businesses in Benton County with recycling service. Meyers reported working with Kirkwood to begin composting a large quantity of horse bedding. Also, working with the Cedar Rapids / Iowa City Railroad company to divert clean out material from food grade cars. Benton County: Padzek reported: · Working on recyclables ban ordinance. · Businesses in Benton County are becoming more aware of the changes in the recycling program. · Using ground shingles as a road base material. Region - Special Waste: Discussed asbestos disposal at the Blackhawk County Landfill. The Blackhawk County Landfill is requesting a letter from Benton, Iowa, and Jones counties if they want to continue to utilize their asbestos disposal service. Waste Reduction Course Sponsorship: Ryan discussed landfill agency sponsorship of a graduate level course about waste reduction for middle school teachers in their area. Members agreed to confirm a budget for sponsorships within the next month. IRA ! ISOSWO Conference Agenda: Distributed the fall conference agenda and discussed selling tickets to the fund raising event. Comp Plan Update: DeVries provided a schedule of the comp planning meetings in each county. Discussed conditions required to amend private disposal projects into the ECICOG solid waste comp plan. Waste Tire Agreement: Discussed renewing the waste tire agreement with GreenMan Technologies. Members directed staff to send a letter with a new contract for signature. Next meeting: The next meeting will be 1 PM, Thursday, October 9, at the Iowa County Landfill, east of Homestead. C~~''- ~ --- 2O ~O0~f:SE? 25 PI~ 12:O0 CITY (.,L,:F,I{ IOWA CITY, IOWA Federal Transit Administration RFP--Operational Test of Intelligent Transportation Systems in Rural Transit in East Central Iowa Submitted by: East Central Iowa Council of Governments 108 Third Street SE, Suite 300 Cedar Rapids. towa 5240 I {319) Table of Contents Introduction I East Central Iowa Transit Overview 2 Technical Plan 7 Management and Staffing Plan I0 Financial Plan 13 Additional Documentation 16 Memorandum of Understanding 17 Statement of Intent 18 SF-424 Application for Federal Assistance 19 Certifications and Assurances 20 Letter of Support 21 Introduction F , --~. [-~ In 1998, East Central Iowa Transit an n [ roviders began to meet to discuss strategies for implementing,,~,elf~ec~ork programs. The discussions noted that a transportation ~]~l~~r~nce for persons moving into the workforce and maintainih~VL~lfld~,rhe~t'.' 'The group identified the following issues regarding the transportation gap: · There is a general lack of information regarding the availability of existing transit services, especially in rural areas; · The current level of service is inadequate forWorking commuters (i.e. commute time is too long, limited service for 2nd and 3r~ shift workers); · The current fare structure can be cost prohibitive. An outgrowth of the discussion was a "Transit Expo". Hosted by the East Central Iowa Council of Governments (EClCOG), the Expo educated or reacquainted human service providers with the transit services available in East Central Iowa, including urban and rural transit service providers in Benton, Iowa, Johnson, Jones, Linn, and Washington Counties. To address the remaining issues, it will be necessary to review current operation, and look for opportunities to improve efficiencies and service planning. East Central Iowa Transit is proposing to deploy, collaboratively, an ITS demonstration program to aid in the assessment of existing services, planning for welfare-to- work services and evaluation of coordination opportunities. Project partners will include: Five Seasons Transportation and Parking, United Way of East Central Iowa, and EClCOG. Total cost of the project is $1,214,200. The ITS Project In 1997, and again in 1999, two East Central Iowa Transit service providers implemented ITS programs to aid in the delivery of public transit service. The earlier program, deployed jointly by Linn County LIFTS and Five Seasons Transportation and Parking (the urban service provider) was based on a prototype being developed by Rockwell Collins. The program included Rockwell's hardware, known as "Transit Master" and dispatching software developed by Trapeze. The later program, implemented independently by Johnson County SEATS included mobile data terminals provided by RSI and software developed by Strategen. While these programs have been implemented in Linn and Johnson Counties, no effort has been made to integrate the two programs, and coordinate the services. In addition, similar programs are not currently available in the remaining four counties. As a result, the regional transit system has not achieved the full benefit of the ITS program. The Transit Plan for East Central Iowa Transit, adopted in March 2003, identified the following goals related to technology: · Continue to investigate the role of computer technologies, including the expansion and/or enhancement of management information systems (MIS), global positioning systems (GPS), and dispatching software. · Coordinate use of technologies among all providers. · Establish a website to promote communication of transit services to the general public. In addition, in 2002, the Iowa Department of Transportation, Office of Public Transit completed a Statewide Transit Intelligent Transportation Plan for rural and small urban transit systems. The plan is intended to provide transit agencies in the state with a guide when implementing Intelligent Transportation Systems (ITS) programs to support and enhance transit operations. Accordingly, the state plan will guide ECICOG's future ITS deployments. On behalf of ECIT, the East Central Iowa Council of Governments is seeking $971,360 in funding to deploy a program designed to: · Establish a region-wide ITS program, incorporating Benton, Iowa, Jones, and Washington; · The ITS program will include the development of a regional transit website, implementation of vehicle maintenance software, transit operations software, data communications (i.e., mobile data terminals, radios, etc.), and automatic vehicle location (AVL). · Integrate and build upon the technologies already available in Linn and Johnson Counties; · Work collaboratively with area partners; and · Enhance the availability, efficiency, safety, and reliability of public transit service in Region 10. East Central Iowa Transit Overview ;~> ~.~ ~ -'i-{ Regional System ~ ~ (.n East Central Iowa Transit (ECIT)was established in 1975 to provide d~d-r~ ~-~ response, rural transit service in the counties of Benton, Iowa, Johnso~;Jone.~'~" "' Linn, and Washington. In addition, EClT providers operate complimentary parartransit service under contract for residents of Cedar Rapids, Iowa City, Coralville, and University Heights. The board of directors of the East Central Iowa Council of Governments (ECICOG) governs ECIT. ECICOG is responsible for the administration, coordination, and planning functions of the regional transit system. ECICOG does not directly operate the transit service, but alternatively contracts with a provider in each affiliated county. The six rural transit providers operate independently, yet compdse the regional transit system known as ECIT. Transit providers include: Benton County Transportation, Iowa County Transportation, Johnson County SEATS, Jones County JETS, Linn County LIFTS, and Washington County Mini Bus. A summary of each of the regional providers follows. Benton County Transportation Benton County Transportation is operated by the County and is governed by the Benton County Board of Supervisors. Located in Vinton, Iowa, Benton County Transportation provides weekday transit services to residents throughout the county. In fiscal year 2002, this amounted to 24,690 trips and 123,588 revenue miles of service. Iowa County Transportation Iowa County Transportation is also operated by the County and is governed by the Iowa County Board of Supervisors. While serving a relatively small and rural population, Iowa County Transportation provided 22,044 trips and 133,656 miles of revenue service to residents of Iowa County. Iowa County Transportation provides weekday service from 7:00 AM to 5:00 PM. Johnson County SEA TS In fiscal year 2002, SEATS provided 6,795 trips and 68,059 revenue miles of service to rural residents in Johnson County. In addition, SEATS provided 74,708 rides and 226,793 revenue miles of complimentary paratransit service to metropolitan areas of Johnson County. Also a department of the County, the transit service is governed by the Johnson County Board of Supervisors. SEATS provides service from 8:30 AM to 4:30 PM three days a week in the rural area and 6:00 AM to 10:30 PM everyday in the urban area. Jones County JETS In 2000, JETS made the transition from a non-profit organization to a department of Jones County and is now governed by the Jones County Board of Supervisors. Hours of operation are 7:00 AM to 5:00 PM, Monday through Friday within Jones County. In addition, JETS offers semi-monthly trips to the ~.~ Cedar Rapids area. In fiscal year 2002 JETS provided 44,298 trips an(~79,58~ revenue miles of service. ~ -- 'TI C~) Linn County LIFTS --_~, Linn County LIFTS, located in Cedar Rapids, provided 51,980 rides and~,74~ revenue miles of service to residents of Linn County in fiscal year 2002~-q~ _ addition, LIFTS contracts with Five Seasons Transportation to provide ~. (::3 complementary paratransit service in urbanized Cedar Rapids (including the communities of Madon and Hiawatha). A total of 27,054 rides and 108,322 revenue miles of service were provided by LIFTS as a result of the metropolitan contract. A department of the County, LIFTS is governed by the Linn County Board of Supervisors. LIFTS operates service from 6:00 AM to 6:00 PM weekdays. Washington County Mini Bus Washington County Mini Bus has provided transit services to residents for over 25 years. In fiscal year 2002, 98,717 trips and 316,034 miles of revenue service were provided. Mini Bus is the only regional service provider that maintains non- profit status. The organization is governed by a Board of Directors whose membership includes representatives of area service organizations and local citizens. Service is provided Monday through Friday from 7:00 AM to 5:00 PM. In fiscal year 2002, the total operating cost of the regional system was $1,939,321. The figure below provides a summary of the revenues received by ECIT during this period. As noted, approximately 35% of the transit system's revenues were the result of the federal and state assistance programs. The remaining portion of the system's revenues was generated locally through passenger fares, local taxes, and service contracts with social service organizations. FY 2002 Transit Revenues Farebox Federal $355,130 $199,318 State $482,791 .-~ Contracts $292,107 Local Tax $609,975 Source: FY 2002 Year End Report on Transit Operations, East Central Iowa Council of Governments Service Area The six-county ECIT service area covers approximately 3,780 square miles. The 2000 US Census reported the total population of the area as 386,577 residents. The region includes 68 municipalities, with 67 percent of the total population residing within the 13 urban communities with populations exceeding 2,500 persons. For transit planning purposes, however, the metropolitan areas of Cedar Rapids and Iowa City, which account for almost 90 percent of this urban population, are excluded from the regional transit area. The remainder of the population, approximately 33%, resides on farms or rural acreages. The counties within Region 10 have seen steady growth since 1980. According to the U.S. Census estimates, the counties within Region 10 have seen population increases since 1990, with a 12.7 percent increase for the entire region. The table below illustrates the population characteristics for Region 10 since 1980. The decline in population from 1980 to 1990 was typical for many cities and counties in the State of Iowa. The entire state lost population at a rate of 4.3 percent during this period. Region 10 P )ulation, 1980-2000 County '1980 '1990 2000 % Change t990-2000 Benton 23,649 22,429 25,308 12.8% Iowa 15,429 14,630 15,671 7.1% Johnson 81,717 96,119 111,006 15.4% Jones 20,401 19,444 20,221 3.9% Linn 169,775 168,767 191,701 13.6% Washington 20,141 19,612 20,670 5.4% Total 333,092 342,991 386,577 12.7% Source: U.S. Census During this same period, the counties in Region 10 have also seen a st.9.eady ~ growth in income. As noted on the following page, the median househ~;:~:l income for the s x counbes has generally outpaced the median household inco~-~. statewide. © ~ ~ Re,lion 10 Median Household Income, 1980-2000 r~ ~ County 1980 1990 2000 ~. ~ Benton $16,742 $25,959 $42,427 ~ o Iowa $17,063 $26,579 $41,222 c3 Johnson $16,253 $27,662 $40.060 Jones $16,297 $24,480 $37,449 Linn $20,084 $32,137 $46,206 Washington $15,043 $25,822 $39,103 Statewide $16,799 $26,229 $39,469 Source: U.S. Census Private automobiles are the dominant transportation mode in Region 10 (see Table 2-5). According to the 1990 U.S. Census, 83 percent of Region 10 workers reported that they drive to work in a car, truck, or van. Reportedly, only 14.3 percent of workers carpooled to work. Approximately 9.6 percent of Region 10 workers walked to work, while only three percent utilized public transportation. Table 2-5 Means ~f Transportation Modes to Work, Region 10 County Drove Alone Carpo(~led Public Walked- Other* Transportation Benton 69.4% 14.7% 0.2% 11.4% 1,0% Iowa 61.8% 19.3% 0.4% 6.3% 0.2% Johnson 59.3% 13.2% 7,6% 13.3% 0.5% Jones 65.8% 12.6% 0,5% 17,2% 1.0% Linn 67.9% 8.7% 1.2% 6.2% 0.4% Washington 67.4% 16.0% 0.1% 6.2% 0.6% Region 10 65.3% 14.1% 1.7% 10.1% 0.6% Mean Source: 1990U.S. Census *lncludesbicycle, motorcycle, and any unlisted trans )ortation mode Note: Remaining workers worked at home The Transit Plan for East Central Iowa Transit, approved in 2003, noted the following demographic trends for the Region 10 area: · The population of the region is increasing at a faster rate than that of the State, and much of the growth has been in the urban areas. · The median age of the Region's population is slightly lower than the State's as a whole. · The population of the region is aging. · Population projections indicate over a 15 percent increase in the region in the next twenty years. · Activity centers are typically located in or adjacent to the county seats. · Employees typically drive to work. FILED 2~3SEP 25 PH 12:O0 Project Overview CI'Pr' CLERK 1. Two East Central Iowa Transit service provide~,~/i'~rCJ2;-~t~'ntC~-~l~(ES and Johnson County SEATS have previously implemented ITS programs. Both providers have individual websites, lransil operations software, and data communication hardware. In addition, LIFTS' Advanced Vehicle Location (AVL) program is operational. SEATS' AVL program is not operational due to communication conflicts between the hardware and software. None of the remaining four providers in the region have implemented ITS programs. Communications among the six providers is limited and service coordination is nearly non-existent. EClCOG's proposal includes lhe implementalion of operations software, and data communications hardware in Benton, Iowa, Jones, and Washington Counties. In addition, an AVL program will be implemented in these counties, and EClCOG will attempt to resolve the current software/hardware communications issues in Johnson County and ensure region-wide integration. Maintenance software will be implemented in all counties, including Linn and Johnson Counties. Finally, ECIOOG will establish a regional transit website, and provide a web presence for all providers. 2. The proposed system will increase communication of public transit services to the public, and between regional transit providers. It will also allow for improved coordination between transit providers. Implementation of operating software and AVL will also aid in lhe gathering of data, and allow providers to lailor transit services more effectively. In addition, relevant dala can be shared with human service providers to enhance their programming. The anticipated result is service enhancements to the public and contractors. 3. The expectations of the proposed system, as cited in the Statewicle Transit ITS Deployment Plan include: · Better control of drivers and vehicles. · Reduction in the effort required to produce documentation for reimbursements. · Improved safety for drivers and cuslomers in remote areas. · Generally improved transit service (e.g., reliability) · Improved efficiency in transit service delivery. · Improved data accuracy and flows to support management decisions. Technical Approach 1. The goals and objectives of East Central Iowa Transit and the six county service providers include: Goals Objectives Improve operational and * Increase automation of administrative efficiencies, system administrative functions performance, and information for · Reduce travel time variability operations · Increase data communication capabilities · Increase productivity Improve transit services/enhance · Increase inter- and intra- mobility regional service coordination · Monitor vehicle location more effectively · Increase operating hours Reduce operational and · Reduce cost per trip or mile administrative costs · Reduce cost per vehicle hour · More accurate and timely billing · Reduce administrative costs Improve safety and security of · Monitor vehicle location more passengers and drivers effectively · Provide silent alarm features in vehicles · Provide data communication system · Decrease response time to incidents Improve customer service · Improve reliability of service · Reduce travel times and service delays · Increase customer satisfaction · Reduce time required to schedule a trip · Reduce customer wait time prior to a trips · Reduce customer complaints Improve integration with other · Exchange informatif~ with technologies other regional provi~[~s~ an~ contractors 2. The system design concept will build upon the technologies already available in Linn and Johnson Counties. ECICOG will coordinate and administer all necessary procurements. The design will seek to integrate the two different types of operating software and data communication systems currently installed in the region. ECICOG's AVL system will be designed to integrate all counties in the region, and will seek to resolve the AVL system that is non-operational in Johnson County. 3. The full implementation of ITS technologies will be phased in beginning with the completion of a regional website, followed by the purchase and installation of maintenance software, operating software, data communications, and finally AVL. A proposed schedule of work is noted below. Phase ITS Project Deliverables 1-5 Project Coordination and Planning One Website Two Vehicle Maintenance Software Two Scheduling and Billing Software Three Data Communication and MDTs Four AVL Five Evaluation Technical uncertainties include: · The number of copies of software that will need to be purchased to complete the project (i.e., can the region obtain a license to use software regionwide, or will it be necessary to purchase a license for each county service provider). · The vendor's ability to rework the data communications hardware in order to resolve the communication problems in the Johnson County AVL system. · The vendor's ability to integrate the two versions of hardware and software to create a regional program. · The need for additional radio equipment, antennas, or communication towers necessary for a fully functioning AVL system. 4. Jones County will be the site of all initial implementations. This will allow the vendor, ECICOG, and the provider to develop, refine, and test products. Oversight will also be provided by the experienced Cedar Rapids, Linn and Johnson County staffs. Once successfully implemented in Jones ~unty, installation will proceed in the remaining counties. .-<. r- 5. ECICOG clearly understands that ITS will probably not result in a direct reduction in the cost of the transit operation, rather, the purpose of the proposed project Es to enhance many of the management tasks and administrative responsibilities of the regional transit providers including: reliability, safety, data collection, data sharing, and communication. The benefits of the new system wile be the improvement in and availability of service information for passengers and area service agencies, enhancement of transit service design and safety, and advancement of inter- and intra- regional service coordination. 6. Following the conclusion of the operational test, ECICOG will retain ownership of the capital and will continue to make it available to regional service providers. The service provider will be responsible for any ongoing maintenance requirements. F LF_.D 1. The project management team will include?III 12; Project Coordination and Administration: I~J~p Ja(~;)bson, Transit Integration/Coordination Team: Titof Aquice, Five Seasons Transportation and Parking, Fred Rossow, Five Seasons Transportation and Parking, and Ed Evans, IMS - Johnson County SEATS Operations - Training: Mary Halstead, Manager - Benton County Transportation, Sam Gipple, Manager- Iowa County Transportation, Tom Brase, Director- Johnson County SEATS, Kathy Koerperich, Manager- Jones County JETS, Ron Herdliska, Director- Linn County LIFTS, and Jo Anne Miller, Manager- Washington County Mini Bus. Project Advisory Committee: Joyce Baker, Director of Reasearch - United Way of East Central Iowa, Bill Hoekstra, Transportation and Parking Director- Five Seasons Transportation and Parking, Mike Barnhart, Director- Neighborhood Transportation Service, and Nicole Beaman, United Way of East Central Iowa. 2. The East Central Iowa Council of Governments will be responsible for overall project management. Mary Rump will serve as the ITS Project Manager and Robyn Jacobson will act as Project Administrator and liaison to regional transit providers. 3. The project timeline is based, in part, on information provided to the region in the Statewide Transit Intelligent Transportation Systems Deployment Plan for Rural and Small Urban Transit Systems, IDOT October 2002. In addition, the schedule for each application includes specification preparation, procurement, installation, testing, and training. Phase ITS Project Deliverables 1-5 Project Coordination and Planning One Website Two Vehicle Maintenance Software Two Scheduling and Billing Software Three Data Communication and MDTs Four AVL Five Evaluation 4. Professional and Technical Staffing Staffing Staff Hours Staff Months Project Coordination 2,800 30 Project Administration 1,700 30 Operations-Training 2,900 12 5. Project Success - Project Manager ECICOG was established in 1972 to provide a vadety of planning and technical services to member communities and counties. ECICOG has extensive experience administering grant projects for local governments in the region. Our activities include the development of all required resolutions and publications related to the project, preparation of monthly requests for funds from the Iowa Department of Economic Development, labor standards reviews, and filing of quarterly reports. Our previous knowledge and experience demonstrate the agency's ability and availability to ensure project success. In addition, the agency has budgeted annually to implement a regionwide ITS program and is committed to providing the necessary staff and facilities for the project. 6. Biographical Data - Key Personnel Mary T. Rump graduated from Iowa State University with a Bachelor of Arts in Amhitecture, and from the University of Iowa with a Masters of Science in Urban and Regional Planning. She joined EClCOG in 1993 as the Transit Administrator for the regional system. In 1995, she assumed the duties of Transportation Planner for the Regional Planning Affiliation. Since 1999, she has also served as the agency's information technology and network administrator. Robyn L. Jacobson graduated from Moorhead State University with a Bachelor of Arts in Criminal Justice and from the University of Northern Iowa with a Masters of Public Policy. She has served as the Transit Administrator for ECICOG since 1999. During her tenure, EClCOG has made cdtical strides to reassess the brokered system, and in 2000 was awarded Transit System of the Year on behalf of the regional transit system. Financial Plan 1. Project Costs and Matching Funds ITS Project Total Cost Federal Local Share Deliverables Share Project Planning $168,000 $0 $168,000 and Coordination Website $6,000 $0 $6,000 Vehicle $5,400 $0 $5,400 Maintenance Software Scheduling and $140,000 $102,560 $37,440 Billing Software Data $701,000 $675,000 $26,000 Communication and MDTs AVL $193,800 $193,800 $0 Total $1,214,200 $971,360 $242,840 * Based on Statewide Transit Intelligent Transportation Systems Deployment Plan for Rural and Small Urban Transit Systems, IDOT October 2002. The schedule for each application includes specification preparation, procurement, installation, testing, and training. 2. System Budget _-> ~ r,-~ A: Project Planning and Coordination B: Website C: Vehicle Maintenance Software D: Scheduling and Billing Software E: Data Communications and MDTs F: AVL ITS Project A B C D E F Total Deliverables Design $10,000 $3,000 $500 $40,000 $20,000 $0 $73,500 Development $i0,000 $i,500 $900 $20,000 $50,000 $5,000' $87,400 Implementation $41,750 $500 $1,500 $23,000 $362,000 $70,000~ $498,750 Management $36,250 $300 $1,000 $15,000 $20,000 $48,800i $121,350 Operation $49,000 $300 $700 $20,000 $122,000 $18,000i $210,000 Maintenance $20,000 $300 $700 $20,000 $122,000 $52,000 $215,000 Evaluation $1,000 $100 $100 $2,000 $5,000 $0 $8,200 Total $168,000 $6,000 $5,400 $140,000 $701,000 $193,8001 $1,214,200 3. Cost Per Phase Phase Total Cost Federal Cost '~.d~&l~--~slt¢~ j 00 Phase One $6,000 $0 Phase Two $230,450 $102,560 PhaseThree $746,150 $675,000 ' ~ ~?~,1~ Phase Four $231,600 $193,800 $37,800 Phase Five $0 $0 $0 Total $1,214,200 $971,360 $242,840 4. Financial Commitments (See Attachments - Memoranda of Understanding) 5. Description and Assessment of Costs Phase ITS Project Proposed Deliverables Cost ~,~ ~ ~ . ~ One Website $6000 Two Vehicle $145,400+ Maintenance $4,725 X 18 Software weeks Two Scheduling and Billin~ Software ' ' Three Data $701,000+ Communication $4.725X 9.5 ' ' and MDTs weeks Four AVL $193,800 + $4,725 X 8 ' ' weeks Five Evaluation $0 Total Cost $1,214,200 Phase One includes the development of a website for the regional transit system. To date, two individual providers have a web presence, but is important to the transit system and its clients to develop a site addressing the services available region wide. Phase one costs are $6,000. One hundred percent of the costs associated with this phase will be covered by the applicant. Phase Two includes the purchase, installation, and deployment of vehicle maintenance software for all regional providers, and scheduling and billing software for four providers. This estimated cost is $145,400. Phase Two is estimated to take approximately 18 weeks to complete. Accordingly, 3/5~h of the Planning and Coordination expense has also been attributed to this phase. Local funds will pay $42,840 for this phase of the project. In addition imkind contributions totaling $85,050 will cover the Planning and Coordination expense. Phase Three includes the purchase, installation, and deployment of necessary data communications equipment and mobile data terminals, at a cost of $701,000. In-kind contributions from Five Seasons Transportation and Parking for this phase of the project will total $26,000. Estimated completion time is nine and one-half weeks. Accordingly, approximately 1/3rd of the Planning and Coordinating expense has also been attributed to Phase Three. Planning and Coordinating expenses, totaling $45,150 will be covered by in-kind contributions provided by the applicant. Phase Four includes the purchase, installation, and deployment of a regional AVL system. The cost for Phase Four totals $193,800. Estimated completion time is eight weeks. Accordingly, 4/15th of the Planning and Coordinating expense has been attributed to Phase Four. Planning and Coordinating expenses, totaling $37,800, will be covered by in-kind contribution provided by the applicant. Phase Five includes the evaluation of the operational test. Costs associated with the evaluation process, noted in Item #2, have been included in the cost per phase. Additional Doeumentation ·. ~ Memorandum of Understanding ....... ~: Statement of Intent ~ SF-424 Application for Federal Assistance · ~ Certification and Assurances Letter of Support FILE[) 2~0] SEP 25 PH 12:0 I CITY C'.LEAK IOWA CITY, 10WA Statement of Intent The East Central Iowa Council of Governments (ECICOG) shall develop an Intelligent Transportation System (ITS) that is consistent with the National ITS Architecture, and the Statewide Transit Intelligent Transportation Systems Deployment Plan prepared in 2002 by the Iowa Department of Transportation Office of Public Transit. It is also our intention to design a system that is consistent with the SAE J1708T Bus Vehicle Area Network, the Transit Communications Interface Profiles (TCIP), and other protocols or standards that emerge from the National ITS Architecture Development Program. APPLICATION FOR OMBApproval No. 0348-0043 FEDERAL ASSISTANCE 2. DATE SUBMITTED ~.- ~pl~?l~.dd)~ntitier September 19, 2003 1. TYPE OF SUBMISSION: 3. DATE RECEIVED BY STATE ~tct e ,~jca~on~¢, n tiller SEP plication [] Construction 4. DATE RECEIVED BY FEDERAL AGENCY Federal identifier ~t~ Construction Preapplication [] Non*Construction [] Non-Construction CtT"l CLERK 5. APPUCA.TI.PORMAT,O. CITY. iOWA Legal Name: Organizati~l lin'it:' East Central Iowa Council of Governments (EClCOG) Address (give city, county, State, andzip c~le): Name and telephone number of person to be contacted on matters involv 1 08 Third Street SE, Suite 300 this application(give area code) Cedar Rapids, Linn County, Iowa 52401 Mary Rump 319-365-9941, ext. 28 6. EMPLOYER IDENTIFICATION NUMBER (FIN): 7. TYPE OF APPLICANT: (enter approf~fate letter in box) A. State H. Independent Schoo{ Dist· 8. TYPE OF APPLICATION: B. County I. State Co~tro[led Institution of Higher Learning [] New [] Continuation [] Revision C. Municipal J. Private University D. Township K. Indian Tdbe If Revision, enter appropriate letter(s) in box(es) [~ ~ E. Interstate L. Individual F. Intermunicipat M. Profit Organization A. Increase Award B. Decrease Award C. Increase Duration G. Special District N. Other (Specify) Pla_nn_inq/Transit D. Decrease Duration Other(specify): B. NAME OF FEDERAL AGENCY: Federal Transit Administration lg. CATALOG OF FEDERAL DOMESTIC ASSISTANCE NUMBER: tl. DESCRIPTIVE TITLE OF APPLICANT'S PROJECT: [~ -- ~-~ Operational Test of Intelligent Transportation Systems in TITLE: Section 5207 ResBamh and Development Rural lrBnsit in East Central Iowa 12. AREAS AFFECTED BY PROJECT(Cities, Counties, States, etc.): Benton, Iowa, Johnson, Jones, Linn, and Washington Counties 13. PROPOSED PROJECT 14. CONGRESSIONAL DISTRICTS OF: Start Date Ending Date a. Applicant b. Project 12/1/03 6/30/06 1 1,2,3 15. ESTIMATED FUNDING: 16. IS APPLICATION SUBJECT TO REVIEW BY STATE EXECUTIVE ORDER 12372 PROCESS? a. Federal $ ce 971,360 a. YES. THIS PREAPPLICATION/APPLICATION WAS MADE d. Applicant $.ce AVAILABLE TO THE STATE EXECUTIVE ORDER 12372 242,840 PROCESS FOR REVIEW ON: DATE d. Local $ b. No. [] PROGRAM IS NOT COVERED BY E. O. 12372 3. Other $ c~ [] OR PROGRAM HAS NOT BEEN SELECTED BY STATE FOR REVIEW Program Income $ 17. IS THE APPECANT DEENQUENT ON ANY FEDERAL DEBT? · TOTAL $ ce 1,214,200' E]Yes If "Yes," attach an explanation. []No 18. TO THE BEST OF MY KNOWLEDGE AND BELIEF, ALL DATA IN THIS APPMCATIONIPREAPPMCATION ARE TRUE AND CORRECT, THE DOCUMENT HAS BEEN DULY AUTHORIZED BY THE GOVERNING BODY OF THE APPLICANT AND THE APPLICANT WILL COMPLY WITH THE ATTACHED ASSURANCES IF THE ASSISTANCE IS AWARDED. a. Type Name of Authodzed Representative lb. ~fle ;. Telephone Number Mary T. RompI IT/Transportation Planner (319) 365-9941 d. Signature of Authodzed Representative ~. Date Signed Previous Edition Usable Standard Form 424 (Rev. 7-97) Authorized for Local Reproduction Prescribed by OMB Circular A-102 East Central Iowa Council of Governments CERTIFICATION WITH FEDERAL REQUIREMENTS Name of Respondent: Name and Relationship of Authorized Representative: BY SIGNING BELOW I, (name), on behalf of the Respondent, declare that the Respondent has duly authorized me to make these certifications and assurances and bind the Respondent's compliance. Thus, the Respondent agrees to comply with all Federal statutes, regulations, executive orders, and administrative guidance required for the duration of the project, as listed. The Respondent affirms the truthfulness and accuracy of the certifications and assurances it has made in the statements submitted herein with this document and any other submission made to FTA, IDOT or ECICOG and acknowledges that the provisions of the Program Fraud Civil Remedies Act of 1986, 31 U.S.C. 3801 et seq., as implemented by U.S. DOT regulations, Program Fraud Civil Remedies, 49 CFR part 31 apply to any certification, assurance or submission made to FTA, IDOT or ECICOG. The criminal fraud provisions of 18 U.S.C. 1001 apply to any certification, assurance, or submission made in connection with the Urbanized Area Formula Program, 49 CFR U.S.C. 5307, and may apply to any other certification, assurance, or submission made in connection with any other program administered by FTA, IDOT or ECICOG. In signing this document, I declare under penalties of perjury that the foregoing certification and assurances, and any other statements made by me on behalf of the Respondent are true and correct. Signature Name: Date: (Authorized Representative of Respondent) · Fly Amedca Requirement · Govemment-wide Debarment and Suspension · Buy America · Civil Rights Requirement · Seismic Safety Requirements ,, Breaches and Dispute Resolution · Energy Conservation Requirement · Disadvantaged Business Enterprise (DBE) Requirement Plan Approval/Submission · Clean Air Requirement · State and Local Law Disclaimer · Lobbying Disclosure Requirements and · Incorporation of Federal Transit Prohibition Administration (FTA) Terms · Access to Records and Repods Requirement · Non-Collusion Bidding Certificate · Federal Changes · Prohibited interest · Clean Air · Certification of Compliance · Recycled Products · Declaration of Project Federal Assistance, Payment of Services · No Federal Government Obligation to Third · Retention of Payment Padies · Program Fraud and False or Fraudulent · Protest Procadures Statements and Related Acts · Termination Housing Trust Fund of Johnson Coun T 1700 South First Avenue, Suite 25B Iowa City, IA 52240 Office: 319.358.9212 Fax: 319.358.0053 Board of Dicectors Executive Committee: °:' Am3, Correia, President FOR IMMEDIATE RELEASE Ioxva Coalition/tgainst Domestic [/ioknce .:. Bob Dvorsky, V'ic~September 30, 2003 President State Senator, 15"' Disttz~t Thai Flavors - located at 340 E. Burlington Street, Iowa City, '**° Lan7 '~Vilson, .fecreta~y Universt3 of Iowa FSG-Campus Planning menu at www.thaiflavors.com - will donate 20% of lunch and .:. on Tuesday, October 7th to the Housing Trust Fund of Sally Stutsman, Treasurer dinner sales Johnson Coun~O, Board of Y uperat)ors Johnson County. Funds raised will help the organization leverage up to °~° Jerry Anthony University of lousa Urban e P~io,~lP/a~'ng $200,000 from Iowa's State Housing Trust Fund. The mission of ¢o Dayna Ballan¢'ne the Housing Trust Fund of Johnson County is to address the housing Cdsls Center ':' Bob Bun, s needs of low-income people by providing an innovative and flexible Burns ~ Burns, LC. source of funds to produce new and preserve existing affordable 'I° Crissy Canganelli Shelter House rental housing, promote homeownership, and support homeless and '.*° Maryann Dennis, Ex--offldo Greater lowa Ci[y Housing transitionalhousingservices. Fellozvship ':° Pat Guard Call Amy Correia (354-1885) or Maryann Dennis (358-9212) Iowa Ct~y Area C/lamber of Commerce with any questions about the Housing Trust Fund of Johnson °:" Steve Long C, ountxt' Iowa Ci~ Planning dy Comtauni~y Development ,:o Julie Spears Communi(y Member · I°Mike Stoffregen Commum~y Foundation of Johnson County i 10-02-03 ~ AGENDA City of Iowa City City Council Economic Development Committee Tuesday, October 7, 2003 8:30 a.m. Lobby Conference Room City Hall 410 East Washington Street 1. Call to Order 2. Approval of Minutes - September 17, 2003 3. Set Date for Next Meeting 4. Economic Development Strategy - Overview of Existing Strategies 5. Other Business - Discussion and Recommendation on CDBG Application - Oasis Falafel 6. Adjournment MINUTES ECONOMIC DEVELOPMENT COMMITTEE WEDNESDAY, SEPTEMBER 17, 2003 - 10:00AM CIVIC CENTER, LOBBY CONFERENCE ROOM Members Present: Ernie Lehman, Dee Vanderhoef, Ross Wilburn Members Absent: None Staff Present: Steve Nasby Others Present: Naftaly Stramer, Ofer Sivan Call To Order Lehman called the meeting to order at 10:07 AM. The items on the agenda were reordered, as Wilburn was not yet present. Discussion and Recommendation on CDBG Application - Oasis Falafel Oasis Falafel is a new restaurant that will serve Mediterranean fast food. Naftlay Stramer and Ofer Sivan, business partners/owners of the restaurant Oasis Falafel, were present to discuss their application. They are asking for $20,000 of CBDG (Community Block Development Grant) money for remodeling, machinery and equipment, and some operational funding. The restaurant will create at least 1.5 full time employment positions. They are anticipating $45,000 in other investments, a bank loan and personal equity. The location of the restaurant has yet to be determined as Strainer and Sivan are still negotiating a lease contract. A possible location is on the first floor of the Old Capitol Center, but because of the new ownership of the Center, the negotiations have been delayed. Another location option they are looking at is 14 South Clinton Street, on the second floor above the U.S. Cellular store. Lehman and Vanderhoef expressed concern of the second floor location. They said that unless a business located on a second floor is a destination, like a lawyer or accountant, it would go unnoticed by most people. Vanderhoef also expressed concern about fire safety with a restaurant being located on the second floor of a building. Lehman stressed that location is a very key element in any retail business and from a personal point of view, he would be very hesitant to locate on a second floor. Lehman, Vanderhoef and Stramer discussed the rents at the possible locations. Lehman said that until Strainer and Sivan finalize a location, the committee can not consider the application as the numbers and projections could change. Wilburn arrived. The committee stopped discussion on the CDBG application by Oasis Falafel and returned to item 2 on the agenda. Approval of Auc~ust 21, 2003 &Auqust 29, 2003 Minutes MOTION: Vanderhoef moved to approve the minutes as submitted. Wilburn seconded the motion. All in favor, motion passed 3-0. Set Date for Next Meeting The committee agreed to tentatively schedule the next meeting date as October 16, 2003. Economic Deveropment Strateqy- Overview Lehman noted the committee did not receive all pages of the Economic Development Strategy in the meeting packets. Due to this oversight, the overview will be tabled until the October meeting. Nasby said the committee wourd receive copies of the entire Economic Development Strategy in their October meeting information packets. Wilburn excused himself from the meeting due to a conflict of interest concerning any items related to CDBG funds, as his employer is a recipient of CDBG funds. Wilburn left the meeting room. The committee returned to item 5 on the agenda. Discussion and Recommendation on CDBG Application - Oasis Falafel (continued) Lehman asked Stramer what he anticipates the South Clinton location might do the income statement projections. Stramer said the marl location was not the most ideal location either because the restaurant is a destination, a very unique business appealing to the Jewish and Muslim communities of Iowa City. He also said the financial statement is very conservative and also very achievable. Stramer then said they have done a lot of research and development of the food products that will be sold and the response has been very favorable. They also plan to use proper advertising and signage to promote the business. Lehman concluded by saying the committee needs more information and finite numbers to consider the application. He suggested they finalize the location and review the information with their accountant and the committee would then meet with them again. Stramer and Sivan thanked the committee and said they will return with the needed information. Other Businesses Nasby noted the committee had previously discussed standardizing the CDBG application forms - specifically the financial sections such as the projections, balance sheet and profit\loss statement. Nasby then referred to the information included in the committee packet including the forms that the SBDC (Small Business Development Center) uses when assisting an applicant. Lehman said the monthly cash flow information is good but depreciation is not listed and should be added. He said that although depreciation does not have a direct influence on cash flow in any given year, it does have an indirect effect on every year. In the long term, equipment and fixtures will need to be replaced and capitol improvements will need to be made. Lehman also said these forms are what they need to give people, it is a simplified fill-in-the-blank form that the committee will become familiar with and know where to look for specific information. Nasby said there is also an information sheet for the applicant that provides a description on how to fill in each line. This form came from the SBDC and it is also used by the Targeted Small Business Loan, so if someone were to be applying to several programs they could fill out one sheet. Nasby said the Small Business Loan Program office had strongly encouraged them to also have a personal financial statement form. Nasby said they don't normally ask for this information because it is a lot of personal information that would be put into the public realm. Lehman and Vanderhoef said the personal financial information is important for Nasby and staff to have but agreed that this financial information is to personal to be made public information. Nasby said that any information disclosed to him becomes public information. He suggested that the committee ask for a letter from a third party, a bank or private lender, verifying the applicant's financial stability and providing an evaluation of the project. Lehman and Vanderhoef agreed this would be a good solution. Lehman noted the exclusion of income tax costs on the profit and loss statement. If a business has the profit projected, the income tax liability on that profit will have an effect on the opening and closing cash balances. Nasby suggested, in order to be consistent, they apply a standard tax rate to the projected profit. As requested by the committee, Nasby referred to a checklist provided in the packet to use as a reference for looking at a business plan. The checklist helps provide an overview of the plan and also aids in knowing what to look for in a business plan. The checklist will also go out to the applicant so they will know what the committee is looking for, and allow them to be better prepared. This reference is also used by Pappajohn to go through the Wellmark applications they receive. Vanderhoef and Lehman said the checklist and all the standardized forms would simplify the process and be very helpful. Nasby noted two informational letters included in the committee information packet. One is from Mary Lou Erlacher and the Workplace Learning Connection, thanking the committee for the opportunity to meet with them and consideration of their program. The second is Business Solutions, the September newsletter from Iowa City Area Development Group. Adiournment MOTION: Vanderhoef moved to adjourn the meeting. Lehman seconded the motion. All in favor, motion passed 2-0. The meeting was adjourned at 10:57 AM. Economic Development Strategy CITY OF I0 WA CITY December 1999 Economic Development Strategy With the defeat of the local option sales tax referendum, the options the City has to obtain the revenues necessary to meet the needs and desires of Iowa City residents has been further limited. Although the tax referendum was defeated, the desire for services and facilities has not seemed to abate. Many of our citizens' requests are financed from the General Fund. Even if a City Council was willing to raise property taxes, for all practical purposes this is not possible due to State regulated property tax levy limits. Since the message is the City must rely on the property tax and by law, City Councils are very limited in their ability to raise existing taxes, our recourse appears to be to increase the amount of taxable property in the City. We are not suggesting pursuing this as an "expansion at any cost" manner but approaching it in a thoughtful managed way. Because of the structure of the Iowa properly tax system, commercial and industrial development is the most fiscally advantageous development for local governments. What follows is a policy proposal for a more aggressive role on the part of the City government to foster commercial and industrial development in Iowa City. We would suggest addressing this issue from the perspective of three of the six most common strategies of economic development: business retention & expansion, business attraction, and entrepreneurship (the other three being: tourism/convention, downtown development, and workforce development). Prior to listing an action plan for these three specific areas, we feel it is necessary to address three issues that impact our overall approach to economic development. They include the relationship between ICAD's economic development activities and the City's economic development goals; the perception held by community members and others that the community could be more business-friendly; and the limited resources directed toward economic development activities. Iowa City Area Development Group. Though ICAD does an a~lequate job of promoting the greater Johnson County area, the structure and operation of ICAD, by its very nature does not completely promote the interest of Iowa City in the area of economic development. Since ICAD serves more than one community in Johnson County, ICAD cannot promote one specific area over another. When a prospect considers sites in more than one Johnson County community, ICAD does not advocate for iowa City. A different relationship must be established with ICAD, one in which the shadng of information is improved, so that the City can do a better job of promoting locations within the Iowa City corporate limits. Instead of per(~eiving ICAD as the lead economic development agency for Iowa City, ICAD's role should be more of a partnership with Iowa City. Working with prospective new businesses and expar~ding existing businesses should reflect the City's more active role. A More Business Friendly Community. Whether its true or not, a perception exists that Iowa City could be a much more business friendly community. Many hold the view that Iowa City, when compared to other communities in the area, is overzealous in terms of its regulations, both in terms of the number and severity of the requirements. Iowa City is known for its active and vocal citizenry and they do not wish to lose the "unique character of Iowa City." This can often be interpreted as an anti-growth sentiment. The community must be constantly reminded of the need to expand the tax base in order to be able to afford the projects and services the community desires. Expanding the tax base does not mean the community will lose its unique character as long as the new development occurs in a way that is consistent with and respectful of existing development. The recently adopted comprehensive plan includes techniques to do just that. We must continually educate the community regarding these issues. City staff will need to become more sensitive to its approach of facilitating and regulating new development in the community. With recent changes in the area, the attractiveness of new development to occur in nearby communities has improved. The options for commercial retail developers are more attractive in other area communities given the shift of the area retail interests toward Coralville. In addition, the attractiveness of locations in and near the 1-380 corridor between Coralville and Cedar Rapids also places a competitive disadvantage on industrial and commemial land in southeast Iowa City. The leadership positions of the City organization need to set the tone for a new approach to development. The approach must become 'how can we make it happen in Iowa City. This does not mean we abandon the goals the City has established for new developments in the community, but how city staff discusses these goals with developers is often critical to the success of a prospective development project. Though as a staff we have little control over ,the attitudes of each City Council towards economic development in the community, City Council attitudes have a significant impact on economic development in the community. Though every Council member may consider themselves "pro- economic development", a question I would pose to you is have we made economic development a true priority. Have our actions been reactive not proactive towards economic development. With the proposals that follow we can take a more proactive approach towards economic development. We must continually review how we approach development in the community. In particular, we must seriously undertake a review of municipal regulations and how they are enforced. The perception of the community and others is critical at this juncture as we attempt to foster industrial and especially commercial development. Limited Resources Available for Economic Development. In the past, several economic development projects have been proposed which would have required significant financial resources. These projects included such items as a city-owned industrial park, a speculative industrial building, a small business incubator, a business information center, and redevelopment of the old landfill (current Public Works yard) along S(~uth Riverside Drive at Highway 6. An expanded proactive economic development program will likely require additional staff resources or the reallocating of staff resources to implement the expanded program. Is economic development a critical enough issue to commit additional resources to these projects and activities? Actions for a Stronger Economic Development Role for the City The following lists actions we can reasonably take in selected, key areas of economic development to implement a more aggressive approach to economic development and building the City's future tax base: Retention & Expansion · Conduct an annual business retention survey to gather information about existing businesses, evaluate the satisfaction with governmental and area support services, explore company growth plans, and offer assistance where appropriate. · Evaluate and make changes to the City's regulatory process. · Develop area redevelopment plans and/or invest in public spaces in areas of the community, such as the Sycamore Mall, South Riverside Drive, Towncrest, and the Northside Marketplace areas. · Conduct a retail and office market analysis to identify potential retail and office market niches in defined commercial areas. · Establish a comprehensive package of tax incentives and/or a revolving loan fund for iow- interest loans for economic development projects. · Promote community leadership to promote and support economic development activities within Iowa City. Business Attraction · Prepare materials that specifically market and promote Iowa City as a place to do business and · Enhance the City's relationship with commercial and industrial developers and property owners in order to improve opportunities for development projects within IQwa City. · Develop a plan for future industrial park land in southeast Iowa City and near the airport. · Construct an industrial speculative building. · Take ,a more actice role in marketing and promoting Iowa City through cooperative efforts with ICAD, IDED, and MidAmerican Energy and other regional economic development interests. · Evaluate the need and plan for, if necessary, new commercial cores in the community as wetl as the revitalization/renovation of existing commercial areas. Entrepreneurship · Support the development of a Business Information Center through exploring the creation of a one-stop business development facility · Have economic development play a more important role in CDBG allocations. · Develop a financial assistance program for start-up businesses using CDBG funds and develop a Iow-interest loan program for targeted businesses. ,, Periodically consider the incubator concept, and when appropriate, pursue the development of one in Iowa City. · Develop relationships with businesses at the University's Technology Innovation Center (TIC) and develop opportunities for their expansions in Iowa City. · Develop a relationship with the directors at the National Advanced Driving Simulator to- determine spin-off business opportunities in Iowa City. We have focused on these three areas, rather than including tourism, the downtown and workforce development, because we feel this is where the most critical need is now and where the City needs to take new initiative. In addition, the City has invested and plans to continue to invest significant resources in the downtown area. " Future Economic Development Work Program City of Iowa City Economlo Development Division Retention & Expansion Conduct an annual business retention survey to gather information about existing businesses, evaluate satisfaction with governmental and area services, explore company growth plans, and offer assistance where appropriate. · With ascstance from urban and regional planning students, develop a survey instrument and means of annually surveying Iowa City businesses · Conduct the business retention survey and summarize its findings. · Follow-up on issues of concern to Iowa City businesses · Continue annual business retention survey process ($2,500-$3,000 annually). Evaluate and make any necessary changes to the City's regulatory process. · During the City's planned review of the Uniform Development Code evaluate any necessary changes to the City regulatory process dealing with commercial and industrial projects. · Implement consultant's r~commendati0ns. Develop area redevelopment plans and/or invest in public spaces in areas of the community, such as the Sycamore Mall, Towncre§t, South Riverside, and the Northside Marketplace areas. · Conduct meetings with property owners and tenants in these areas to determine the level of redevelopment and/or invest in public spaces. · If necessary, hire landscape firm to prepare public improvement design plans and/or redevelopment plans. ($90,000-$110,000). · If necessary, construct physical public improvements ($?,???,???). Conduct a retail and office market analysis to identify potential retail and office market niches in defined commercial areas. · Hire marketing consultant to perform market analysis. ($40,000-$50,000) · Work with business and property owners in retail/office areas to convey information from market study and develop strategy to act on results. Establish a comprehensive package of tax incentives and/or a revolving loan fund for Iow interest loans for economic development projects. · Develop marketing materials that outline financial assistance programs available in Iowa City for business development projects. · With assistance from the Small Development Business Center and in cooperation with area banks, pursue the establishment of a targeted Iow interest loan program. · Pursue the development of a facade renovation Iow-interest loan program for buildings in targeted areas. ($??,???) Promote community leadership to support economic development activity within Iowa City · Establish preliminary discussions with area leaders regarding forming such a group. Business Attraction Prepare materials that specifically market and promote Iowa City as a place to do business and live. · Meet with ICAD/CVB/Chamber of Commerce to review materials already available to determine what supplemental materials are required. · Prepare supplemental marketing materials specifically promoting Iowa City. ($2,000-3,500) · Develop a pmfessiona~ presence for the City and its economic development activities and programs on the Web. Enhance the City's relationship with commercial and industrial developers and property owners in order to improve opportunities for development projects within Iowa City. · Develop contacts with area commercial/industrial developers and property owners. Develop a plan for future Industrial parl~ land in southeast Iowa Ci~ and on the airport property. · Identify potential sites & make preliminary contacts. · Prepare a proposal to begin purchasing land for industrial park. · Acquiring land for future city-owned or partnership in an industrial park. ($1.0-$1.6 million for 100-160 acre site) · Identify development costs. Develop a speculative industrial building. · Identify location for speculative building. · Prepare a proposal for public/private partnership/ownership. · Construct speculative building· ($1·25-$1.5 million) Take a more active role in marketing and promoting Iowa City through cooperative efforts with ICAD, IDED, and MidAmerican Energy. · City staff to participate in the development of prospect proposals and prospect site visits. · In conjunction with ICAD Council Economic Development Committee to visit major employers in the community. · Establish a quarterly Breakfast with the City Council Economic Development Committee series to provide businesses an opportunity to meet with City officials to discuss issues of concern ($1500-$2000). · City staff and/or Council Economic Development Committee to participate in "Sell iowa" trips with the Iowa Depadment of Economic Development ($2,000-$3,000). Evaluate the need and plan for, if necessary, new commercial cores In the community. · As part of the retail office market analysis, identify need for future commercial cores. · If necessary, rezone property for future commercial cores. Entrepreneurship Support the development of a Business Information Center through exploring the creation of a one-stop business developme~'~t facility. · Explore possibilities of co-locating a new Business Information Center with the Small Business Development Center, SCORE offices, and other business development groups · Preferabty locate in a high-visibility street level location. Develop a financial assistance program for start-up businesses using CDBG funds and develop a Iow-interest loan program for targeted businesses, · Prepare application for CDBG funds. ($50,000 CDBG funds, $25,000 general funds, $25,000 private sector funds). · ~ if application for CDBG funding successful, establish start-up business financial assistance program. Periodically consider the incubator concept, and when appropriate, pursue the development of one in Iowa City. · Call a meeting to once again explore the incubator concept. · Perform a feasibility study outlining the framework for establishing an incubator, if the decision is to proceed. ($25,000-$35,000) Develop relationships with businesses at the TIC Center and develop opportunities for their expansions in Iowa City. Develop a relationship with the directors at the National Advanced Driving Simulator to determine spin-off business opportunities in Iowa City. · Make contact with the TIC Director to discuss Iowa City's role in assisting TIC Center businesses. · Hold individual meetings with TIC businesses. Meet with Director of the National Advanced Driving Simulator. · Prepare marketing materials specificatly targeted towards TIC businesses and NADS spin-off businesses. This work program assumes a diminished role for the Economic Development Coordinator in downtown work and activities. It also assumes contracting for specialized work such as drafting redevelopment plans, market analyses, design work for capital projects, and development of marketing materials. City Council Economic Development Policy Committee In order to accomplish our proposed economic development strategy, funds need to be allocated for such a purpose. As the City Council you will face competition from many interests for limited resources. Many of the requests if not the overwhelming majority require General Fund support. The General Fund, as you are aware, is also that fund which is most difficult to balance due to not only the stringent state regulations but also it is the fund targeted for new operations, programs, and other initiatives. However, if we are to make economic development a priority and not ,jeopardize our financial integrity, particularly as it relates to the General Fund a source of financing must be found. Proposed in the FY2001 three-year financial plan is a $500,000 economic development account from which we would implement the economic development strategy. Additionally, proposed in our capital improvement plan, $2 million in general obligation debt authority for the purposes of a speculative industrial building, land acquisition for an industrial park, and/or any other related capital cost for the economic development strategy. The $500,000 economic development strategy account will be financed by the use of reserve funds in our water system, wastewater, landfill, and where appropriate, from our road use tax reserves. This financial policy will require a repayment of these monies to the reserves at some time in the future. The policy on repayment can be discussed and a direction decided upon as we consider the economic development strategy. Aisc in order to implement the economic development strategy and create the high profile policy it deserves, we propose a creation of a City Council Economic Development Committee. This committee would be made up of three City Council members. We believe the policy to be so important to our economic future that the close scrutiny of and leadership by our elected officials is critical. We would note that in order to implement the policy effectively it would likely require frequent.such as monthly meetings, the ability to be able to respond to requests for involvement in meetings in Des Moines and other economic development centers and be part of a team to pursue specific economic development projects. This committee will generally assume leadership of this policy, create reporting mechanisms to the City Council, and through the staff assistance of the economic development coordinator help administer the economic development account. I would also expect the involvement of the Director of Planning, City Manager, and Director of Finance in this policy. December, 1999 Iowa City Area Development Group Iowa City, Iowa 52240 News Release September 16, 2003 Immediate Contacts: Joe Raso, President Iowa City Area Development Group 319.354.3939 Tom Dziki, Special Projects Manager United Natural Foods Sue Futrell, Director of Marketing Blooming Prairie 319.337.4471 United Natural Foods to expand Iowa City distribution facility IOWA CITY--The nation's largest natural and organic food distributor is expanding its Iowa City operation. United Natural Foods, Inc., will break ground Wednesday, Sept. 24, on a 140,000-square foot addition to Blooming Prairie. When complete, the $9.6 million project will add more than 130 new jobs at the distribution center located at 2340 Heinz Road in BDI Industrial Park. The Iowa City Area Chamber of Commerce Ambassadors will attend the 10 a.m. ceremony. Mayor Ernie Lehman, representatives from the Iowa Department of Economic Development and United Natural Foods headquarters will be on hand to welcome the project. Late last year, Blooming Prairie, the largest volume distributor of natural foods in the Midwest, was purchased by United Natural Foods. Tom Dziki, special projects manager at United Natural Foods, said he is pleased with the company's decision to invest in Iowa City and with the cooperation the company received. Dziki said, "The response from the local community and state officials was a major factor in our decision to expand. We are also impressed with the incredible performance and success of Blooming Prairie throuF~h the years and the productivity of its employees." Local and state economic development representatives secured support for the 30-year old local company and its employees. The company was the first project to receive approval from the State of Iowa's New Capital Investment Assistance Program. United Natural Foods will receive incentives that include a $300,000 Community Economic Betterment Account (CEBA) state loan, of which $180,000 is forgivable and a six-year, $1 million property tax rebate on the assessed value of the building improvements. doe Raso, president of the Iowa City Area Development Group, said we're exceedingly pleased to retain a company with an impressive work record. "Blooming Prairie, with its 30-year history of continuous growth and expansion, is an asset to the Cedar Rapids/Iowa City Technology CorridorTM. And, considering the presence of other organic and natural products companies in our market, such as Raining Rose and New Pioneer Coop., it is extremely important to have the leading organic and natural products distribution company in our corridor. "It's great to have a national company like United Natural Foods that is recognized for quality product and efficient service in the Technology Corridor," Raso added. Raso said United Natural Foods developed a partnership with Kirkwood Community College to provide job training for all local employees. KCC administers the Iowa Industrial New Jobs Training Program, a partnership between government, business and education that provides economic incentive to new or expanding businesses in the state. He added MidAmerican Energy played a strong advocacy role with the company's decision to expand locally. United Natural Foods employees more than 3,000 in 12 locations, and has sales exceeding $1.4 billion annually. Blooming Prairie has 228 employees. Blooming Prairie has grown from a small, regional operation to become a leading distributor. Founded in 1974 as a cooperative, the company's original inventory fit on one page. The company expanded distribution over the next two decades to cover 13 states in the upper Midwest. In 1988, the distributor acquired a Minneapolis-based wholesale company. The Iowa City expansion is dedicated to warehouse space, including dry goods, refrigerated and freezer space. Arco Design/Build is the contractor for the project. Site plans were drawn by Shive-Hattery. ### MINUTES ECONOMIC DEVELOPMENT COMMITTEE WEDNESDAY, SEPTEMBER 17, 2003 - 10:00AM CIVIC CENTER, LOBBY CONFERENCE ROOM Members Present: Ernie Lehman, Dee Vanderhoef, Ross Wilburn Members Absent: None Staff Present: Steve Nasby Others Present: Naftaly Stramer, Ofer Sivan Call To Order Lehman called the meeting to order at 10:07 AM. The items on the agenda were reordered, as Wilburn was not yet present. Discussion and Recommendation on CDBG Application - Oasis Falafel Oasis Falafel is a new restaurant that will serve Mediterranean fast food. Naftlay Stramer and Ofer Sivan, business partners/owners of the restaurant Oasis Falafel, were present to discuss their application. They are asking for $20,000 of CBDG (Community Block Development Grant) money for remodeling, machinery and equipment, and some operational funding. The restaurant will create at least 1.5 full time employment positions. They are anticipating $45,000 in other investments, a bank loan and personal equity. The location of the restaurant has yet to be determined as Strainer and Sivan are still negotiating a lease contract. A possible location is on the first floor of the Old Capitol Center, but because of the new ownership of the Center, the negotiations have been delayed. Another location option they are looking at is 14 South Clinton Street, on the second floor above the U.S. Cellular store. Lehman and Vanderhoef expressed concern of the second floor location. They said that unless a business located on a second floor is a destination, like a lawyer or accountant, it would go unnoticed by most people. Vanderhoef also expressed concern about fire safety with a restaurant being located on the second floor of a building. Lehman stressed that location is a very key element in any retail business and from a personal point of view, he would be very hesitant to locate on a second floor. Lehman, Vanderhoef and Strainer discussed the rents at the possible locations. Lehman said that until Strainer and Sivan finalize a location, the committee can not consider the application as the numbers and projections could change. Wilburn arrived. The committee stopped discussion on the CDBG application by Oasis Falafel and returned to item 2 on the agenda. Approval of Auqust 21, 2003 & AuFlust 29, 2003 Minutes MOTION: Vanderhoef moved to approve the minutes as submitted. Wilburn seconded the motion. All in favor, motion passed 3-0. Set Date for Next Meetinq The committee agreed to tentatively schedule the next meeting date as October 16, 2003. Economic Development Strateqy- Overview Lehman noted the committee did not receive all pages of the Economic Development Strategy in the meeting packets. Due to this oversight, the overview will be tabled until the October meeting. Nasby said the committee would receive copies of the entire Economic Development Strategy in their October meeting information packets. Wilburn excused himself from the meeting due to a conflict of interest concerning any items related to CDBG funds, as his employer is a recipient of CDBG funds. Wilburn left the meeting room. The committee returned to item 5 on the agenda. Discussion and Recommendation on CDBG Application - Oasis Falafel (continued) Lehman asked Stramer what he anticipates the South Clinton location might do the income statement projections. Stramer said the mall location was not the most ideal location either because the restaurant is a destination, a very unique business appealing to the Jewish and Muslim communities of Iowa City. He also said the financial statement is very conservative and also very achievable. Stramer then said they have done a lot of research and development of the food products that will be sold and the response has been very favorable. They also plan to use proper advertising and signage to promote the business. Lehman concluded by saying the committee needs more information and finite numbers to consider the application. He suggested they finalize the location and review the information with their accountant and the committee would then meet with them again. Stramer and Sivan thanked the committee and said they will return with the needed information. Other Businesses Nasby noted the committee had previously discussed standardizing the CDBG application forms - specifically the financial sections such as the projections, balance sheet and profit\loss statement. Nasby then referred to the information included in the committee packet including the forms that the SBDC (Small Business Development Center) uses when assisting an applicant. Lehman said the monthly cash flow information is good but depreciation is not listed and should be added. He said that although depreciation does not have a direct influence on cash flow in any given year, it does have an indirect effect on every year. In the long term, equipment and fixtures will need to be replaced and capitol improvements will need to be made. Lehman also said these forms are what they need to give people, it is a simplified fill-in-the-blank form that the committee will become familiar with and know where to look for specific information. Nasby said there is also an information sheet for the applicant that provides a description on how to fill in each line. This form came from the SBDC and it is also used by the Targeted Small Business Loan, so if someone were to be applying to several programs they could fill out one sheet. Nasby said the Small Business Loan Program office had strongly encouraged them to also have a personal financial statement form. Nasby said they don't normally ask for this information because it is a lot of personal information that would be put into the public realm. Lehman and Vanderhoef said the personal financial information is important for Nasby and staff to have but agreed that this financial information is to personal to be made public information. Nasby said that any information disclosed to him becomes public information. He suggested that the committee ask for a letter from a third party, a bank or private lender, verifying the applicant's financial stability and providing an evaluation of the project. Lehman and Vanderhoef agreed this would be a good solution. Lehman noted the exclusion of income tax costs on the profit and loss statement. If a business has the profit projected, the income tax liability on that profit will have an effect on the opening and closing cash balances. Nasby suggested, in order to be consistent, they apply a standard tax rate to the projected profit. As requested by the committee, Nasby referred to a checklist provided in the packet to use as a reference for looking at a business plan. The checklist helps provide an overview of the plan and also aids in knowing what to look for in a business plan. The checklist will also go out to the applicant so they will know what the committee is looking for, and allow them to be better prepared. This reference is also used by Pappajohn to go through the Wellmark applications they receive. Vanderhoef and Lehman said the checklist and all the standardized forms would simplify the process and be very helpful. Nasby noted two informational letters included in the committee information packet. One is from Mary Lou Erlacher and the Workplace Learning Connection, thanking the committee for the opportunity to meet with them and consideration of their program. The second is Business Solutions, the September newsletter from Iowa City Area Development Group. Adiournment MOTION: Vanderhoef moved to adjourn the meeting. Lehman seconded the motion. All in favor, motion passed 2-0. The meeting was adjourned at 10:57 AM. data on citynt/pcd/minutes/ecodev/edc09-18~3 doc MINUTES ~ 10.02.03 i ECONOMIC DEVELOPMENT COMMITTEE IP 12 THURSDAY, SEPTEMBER '18, 2003- 10:00AM CIVIC CENTER, LOBBY CONFERENCE ROOM Members Present: Ernie Lehman, Dee Vanderhoef, Ross Wilburn Members Absent: None Staff Present: Steve Nasby Others Present: Naftaly Stramer, Ofer Sivan Call To Order Lehman called the meeting to order at 10:07 AM. The items on the agenda were reordered, as Wilburn was not yet present. Discussion and Recommendation on CDBG Application - Oasis Falafel Oasis Falafel is a new restaurant that will serve Mediterranean fast food. Naftlay Stramer and Ofer Sivan, business partners/owners of the restaurant Oasis Falafel, were present to discuss their application. They are asking for $20,000 of CBDG (Community Block Development Grant) money for remodeling, machinery and equipment, and some operational funding. The restaurant will create at least 1.5 full time employment positions. They are anticipating $45,000 in other investments, a bank loan and personal equity. The location of the restaurant has yet to be determined as Stramer and Sivan are still negotiating a lease contract. A possible location is on the first floor of the Old Capitol Center, but because of the new ownership of the Center, the negotiations have been delayed. Another location option they are looking at is 14 South Clinton Street, on the second floor above the U.S. Cellular store. Lehman and Vanderhoef expressed concern of the second floor location. They said that unless a business located on a second floor is a destination, like a lawyer or accountant, it would go unnoticed by most people. Vanderhoef also expressed concern about fire safety with a restaurant being located on the second floor of a building. Lehman stressed that location is a very key element in any retail business and from a personal point of view, he would be very hesitant to locate on a second floor. Lehman, Vanderhoef and Stramer discussed the rents at the possible locations. Lehman said that until Stramer and Sivan finalize a location, the committee can not consider the application as the numbers and projections could change. Wilburn arrived. The committee stopped discussion on the CDBG application by Oasis Falafel and returned to item 2 on the agenda. Approval of Auqust 21, 2003 & Auqust 29, 2003 Minutes MOTION: Vanderhoef moved to approve the minutes as submitted. Wilburn seconded the motion. All in favor, motion passed 3-0. Set Date for Next Meetinq The committee agreed to tentatively schedule the next meeting date as October 16, 2003. Economic Development Strate,qy - Overview Lehman noted the committee did not receive all pages of the Economic Development Strategy in the meeting packets. Due to this oversight, the overview will be tabled until the October meeting. Nasby said the committee would receive copies of the entire Economic Development Strategy in their October meeting information packets. Wilburn excused himself from the meeting due to a conflict of interest concerning any items related to CDBG funds, as his employer is a recipient of CDBG funds. Wilburn left the meeting room. The committee returned to item 5 on the agenda. Discussion and Recommendation on CDBG Application - Oasis Falafel (continued) Lehman asked Stramer what he anticipates the South Clinton location might do the income statement projections. Stramer said the mall location was not the most ideal location either because the restaurant is a destination, a very unique business appealing to the Jewish and Muslim communities of Iowa City. He also said the financial statement is very conservative and also very achievable. Stramer then said they have done a lot of research and development of the food products that will be sold and the response has been very favorable. They also plan to use proper advertising and signage to promote the business. Lehman concluded by saying the committee needs more information and finite numbers to consider the application. He suggested they finalize the location and review the information with their accountant and the committee would then meet with them again. Stramer and Sivan thanked the committee and said they will return with the needed information. Other Businesses Nasby noted the committee had previously discussed standardizing the CDBG application forms - specifically the financial sections such as the projections, balance sheet and profit\loss statement. Nasby then referred to the information included in the committee packet including the forms that the SBDC (Small Business Development Center) uses when assisting an applicant. Lehman said the monthly cash flow information is good but depreciation is not listed and should be added. He said that although depreciation does not have a direct influence on cash flow in any given year, it does have an indirect effect on every year. In the long term, equipment and fixtures will need to be replaced and capitol improvements will need to be made. Lehman also said these forms are what they need to give people, it is a simplified fill-in-the-blank form that the committee will become familiar with and know where to look for specific information. Nasby said there is also an information sheet for the applicant that provides a description on how to fill in each line. This form came from the SBDC and it is also used by the Targeted Small Business Loan, so if someone were to be applying to several programs they could fill out one sheet. Nasby said the Small Business Loan Program office had strongly encouraged them to also have a personal financial statement form. Nasby said they don't normally ask for this information because it is a lot of personal information that would be put into the public realm. Lehman and Vanderhoef said the personal financial information is important for Nasby and staff to have but agreed that this financial information is to personal to be made public information. Nasby said that any information disclosed to him becomes public information. He suggested that the committee ask for a letter from a third party, a bank or private lender, verifying the applicant's financial stability and providing an evaluation of the project. Lehman and Vanderhoef agreed this would be a good solution. Lehman noted the exclusion of income tax costs on the profit and loss statement. If a business has the profit projected, the income tax liability on that profit will have an effect on the opening and closing cash balances. Nasby suggested, in order to be consistent, they apply a standard tax rate to the projected profit. As requested by the committee, Nasby referred to a checklist provided in the packet to use as a reference for looking at a business plan. The checklist helps provide an overview of the plan and also aids in knowing what to look for in a business plan. The checklist will also go out to the applicant so they will know what the committee is looking for, and allow them to be better prepared. This reference is also used by Pappajohn to go through the Wellmark applications they receive. Vanderhoef and Lehman said the checklist and all the standardized forms would simplify the process and be very helpful. Nasby noted two informational letters included in the committee information packet. One is from Mary Lou Erlacher and the Workplace Learning Connection, thanking the committee for the opportunity to meet with them and consideration of their program. The second is Business Solutions, the September newsletter from Iowa City Area Development Group. Adiournment MOTION: Vanderhoef moved to adjourn the meeting. Lehman seconded the motion. All in favor, motion passed 2-0. The meeting was adjourned at 10:57 AM. data on citynt/pcd/minutes/ecodev/edc09-18-03,doc 10-02-03 IP13 M NUTES DRAFT HOUSING AND COMMUNITY DEVELOPMENT COMMISSION THURSDAY, SEPTEMBER 18, 2003- 6:30PM LOBBY CONFERENCE ROOM - CITY HALL MEMBERS PRESENT: Jerry Anthony, Lori Bears, John Deeth, Mark Edwards, Bill Greazel, Matthew Hayek, Jayne Sandier MEMBERS ABSENT: None STAFF PRESENT: Steve Long Call To Order The commission does not have a chairperson, therefore Steve Long called the meeting to order at 6:30PM Long suggested they move agenda item number 3, nomination and election of officers, as the next item on the agenda and then proceed with the meeting. MOTION: Anthony moved to accept the proposed change in the agenda, Greazel seconded the motion. All in favor, motion passed 6-0 (Edwards not yet present). Nomination and Election of Officers Long opened the floor for discussion and nomination of Commission Chair and Vice-Chair. Hayek expressed interested in becoming the Chairperson of the commission. Long asked if there was any other interest in the position. There was none. MOTION: Deeth moved to nominate Hayek for Chairperson. Greazel seconded the motion. All in favor, motion passed 6-0 (Edwards not yet present). Anthony expressed interest becoming the Vice-Chairperson of the Commission. Long asked if there was any other interest in the position. There was none. MOTION: Greazel moved to nominate Anthony as Vice-Chairperson. Hayek seconded the motion. All in favor, motion passed 6-0 (Edwards not yet present). Approval of the June 19, 2003 Minutes MOTION: Sandier moved to accept the minutes as submitted. Anthony seconded the motion. All in favor, motion passed 6-0 (Edwards not yet present). Public/Member Discussion of Items Not on the Aqenda Hayek welcomed Bill Greazel as the newest member to the commission. Greazel will serve a 3-year term on the commission. Hayek said they are happy to have Greazel with the commission, he will bring a great perspective to the group and they look forward to working with him. Deeth said he had spoken with Ross Wilburn and the Crisis Center remodeling project is near completion, and they will having an open house sometime in October 2003. Long said Hannah's Blessing Childcare, a CDBG funded business, is open and they will be having an open house Wednesday, September 29, 2003. Long also said the Housing Trust Fund of Johnson County, which is chaired by former HCDC commission member Amy Correia, will be having a fundraiser October 7, 2003 at the Thai Flavors restaurant. Thai Flavors donates 20 percent of the day's proceeds to a designated nonprofit organization. The restaurant will also be receiving a Human Rights award on September 25 for their community development activities. Housing and Community Development Commission Minutes September 18, 2003 Page 2 Long gave commission members a handout from Correia about the Housing Trust Fund of Johnson County. Hayek asked what the connection is between the letter from Steve Atkins to Congressman Leach about National Housing Trust Fund legislation, and the local Johnson County Housing Trust Fund. Long said the local Housing Trust Fund must be set up in order to receive State or National funds. Long added that the State of Iowa passed legislation for a State Housing Trust Fund in the last legislative session. Edwards arrives. Hayek noted a letter in the member's information packet from the GICHF (Greater Iowa City Housing Fellowship) referencing a letter from HUD about housing discrimination. GICHF wanted the commission to be aware of the incident and their position on the matter. Hayek noted that on October 11, 2003, there would be a city/school wide conference held to discuss the at risk populations, and what is going on in the school district to deal with the changes in Iowa City. He said this will be a very exciting conference and it would be great if anyone from the commission could attend. Several members expressed interest in attending the conference. Long said the Mark Twain Elementary School after-school project, that was partially funded by CDBG funds, will start next month. Hayek added that the CDBG funding for Twain was small, but the contribution helped them obtain a much larger matching grant. Long said there will be a NCRC (National Community Reinvestment Coalition) conference on October 23 & 24 in Davenport, iowa. This is the first time the conference will be held outside of a large metro area. The cost is $50 to attend and a great line up of presenters from all over the country will be speaking at the conference. Public Hearinq & Approval of FY03 Consolidated Annual Performance and Evaluation Report (CAPER) This report is for 2003 fiscal year and copies were included in the commission member's information packets. The report is a HUD required document that the City must submit to HUD within 90 days of the end of the plan year. The report describes and recaps the funded activities for the fiscal year. Long asked the commission members to look at the charts on pages 20 and 21, to see the number of people served by CDBG and HOME funds. Long also noted one thing they added to the report this year, on page 29 under Fair Housing, there is an explanation as to why someone was denied. Hayek asked if the color-coded map on page 11, which is actually in black and white in the copies, could be provided in color for the commission. Long said these are drafts and they will be in color for the final version. Hayek asked how the demographics in Iowa City were determined. Long said they are compiled directly from census data. Hayek referenced page 13 about revision to building codes and development code. Long said this has been an on going project for over a year, they are completely rewriting the Development Code. Sandier asked if the persons involved with the rewrite could come and speak to the commission. The commission informally discussed various building and zoning issues. Long said he would look into having someone come and speak to the commission about the changes in zoning, codes and development. MOTION: Bears moved to accept the CAPER report as presented. Anthony seconded the motion. All in favor, motion passed 7-0. Old Business · Lead-Based Paint Update - This item was tabled due to illness of the individual scheduled to speak. · Community Development Celebration Update - Long reported that the celebra'~ion was a success and well attended. The celebration was held at Uptown BJlr's and awards were given to Bea Day Housing and Community Development Commission Minutes September 18, 2003 Page 3 Plumber's, Extend the Dream Foundation and the Wesley Foundation. This is a yearly event that is held every summer. New Business · Selection of Projects to Monitor in FY04 The following is a listing of FY04 CDBG/HOME projects and the individuals who will monitor the project and when they will report to the commission. Property Acquisition - Shelter House Anthony December Facility Rehab- Eagles Flight Greazel November Facility Rehab- Emma Goldman Sandier December Facility Rehab- Community Mental Health OPEN Facility Rehab- HACAP Head Start Edwards October Facility Rehab- PATV/Evert Conner Center Bears November Facility Rehab- 4C's Child Care Edwards November Operational Expenses - ICCSD Hayek October Case Mgmt - Free Medical Clinic Deeth January 2004 Shelter Coordinator - Shelter House Sandier January 2004 Aid To Agencies - MECCA Greazel January 2004 Aid To Agencies - UAY Greazel May 2004 Aid To Agencies - ESI Greazel June 2004 Affordable Home Ownership - Habitat Greazel June 2004 Affordable Rental Units - Whispering Gardens Hayek December Transitional Housing - HACAP Bears May 2004 Small Repair Program - Elder Services OPEN Transitionar Housing - Successful Living Deeth May 2004 Deposit Assistance Program- Shelter House OPEN Economic Development Fund - City of lC Edwards June 2004 Housing Rehab- City of lC OPEN Carry Over Projects: Affordable Rental Units- Peninsula GICHF (02) Anthony April 2004 Micro Enterprise - Ruby's Pearl (02) Bears April 2004 Affordable Rental Units - Garden Prairie (03) Sandier May 2004 Longfellow Manor- GICHF (03) Deeth January 2004 Affordable Home Ownership - GICHF (03) Deeth January 2004 · Community Mental Health Center Project Update- Hayek reported that because of HIPAA regulations the Community Mental Health Center project could not use the $9500 of CDBG/HOME funds allocated to them for the original rehab purpose. They will use the funds for similar rehab work and it is not a substantial change. MOTION: Deeth moved to accept the revised project budget for the Community Mental Health Center. Anthony seconded the motion. All in favor, motion passed 7-0. · Timeline for the Annual Review of the Consolidated Plan (CITY STEPS) Long explained that they are in the process of the annual review of the CITY STEPS Plan. The first public meeting will be at the Broadway Neighborhood Center on October 1, 2003 from 6:00-7:00 PM. A second meeting will be at United Action for Youth on October 9, 2003 from 4:00-5:00 PM. The Housing and Community Deveropment Commission will have a public hearing at their October 16, 2003 meeting. Long said they are open for ideas and projects, and they would like input to see if needs are being met. Should HCDC decide to recommend any formal budget amendments, they would be forwarded to the City Council for their consideration. Sandier said she would like to know what the individuars who applied for CDBG/HOME funds actually ended up receiving from funding sources. EG: Did the applicants make do with less money or did the CDBG/HOME funding allow them to receive other grants. This information would help the commission in Housing and Community Development Commission Minutes September 18, 2003 Page 4 their decision making process. Long said this could be a great question for the applicant's when they address the commission. Long also noted that at the October HCDC meeting they will review the CDBG/HOME application and make any necessary changes. Hayek asked if it is possible for the staff to map out where the projects are within Iowa City. He said he would like as much information as possible on previous projects when making funding decisions. Adjournment MOTION: Greazel moved to adjourn the meeting. Sandier seconded the motion. All in favor, motion passed 7-0. The meeting was adjourned at 7:40 PM. data on c~tynt/pcd/rninuleS/hcdc/hcdc09-18-03.doc MINUTES Preliminary PLANNING AND ZONING COMMISSION SEPTEMBER 18, 2003 EMMA J. HARVAT HALL MEMBERS PRESENT: Beth Koppes, Ann Freerks, Jerry Hansen, Ann Bovbjerg, Don Anciaux, Benjamin Chait MEMBERS ABSENT: Dean Shannon STAFF PRESENT.: Bob Miklo, John Yapp, Mitch Behr OTHERS PRESENT: Joe Holland, Dave Moore, Karen Dawes, Steven E. Nelson, Joel Fagan, Alexis Kuklenski, Amy Bouska, Glenn Siders, Kavel Mostafowi, Doug Ruppert RECOMMENDATIONS TO COUNCIL: Recommended approval, by a vote of 6-0, REZ03-00021, a rezoning from CB-2, Central Business District Service to PRM, Planned High Density Residential for approximately 13,500 square feet located at 512 S. Dubuque Street. Recommended approval, by a vote of 6-0, VAC03-00002, the vacation of the alley located to the east of 512 S. Dubuque Street subject to the retention of any necessary utility easements. Recommended approval, by a vote of 6-0, SUB03-00034, a final plat of Oakmont Estates, an 8.7-acre, 16-1ot residential subdivision located west of Foster Road subject to Council approval of the pending rezoning and preliminary plat and subject to Staff approval of legal papers and construction drawings prior to Council consideration. CALL TO ORDER: Bovbjerg called the meeting to order at 7:36 pm. PUBLIC DISCUSSION OF ANY ITEM NOT ON THE AGENDA: There was none. ANNOUNCEMENT OF VACANCIES ON CITY BOARDS AND COMMISSIONS: Bovbjerg said a way for citizens to help their City was to volunteer to serve on a board or commission. Their viewpoints on what was happening within the town was very important. A listing of current vacancies on the various boards and commissions was announced. ZONING / DEVELOPMENT ITEM: SUB03-00028/REZ03-00020, discussion of an application submitted by Southgate Development for a rezoning of 119.94-acres from Interim Development Single-Family and Mu[ti-Family Residential (ID-RS and ID-RM) to Planned Development Overlay, OPDH-5 and a Preliminary Plat of Sandhill Estates, a 146.48-acre, 378-1ot subdivision located south of Pepperwood Addition and east of South Gilbert Street. Yapp said the property was located in the City's South District. The City had a District Plan for that area. The applicant was seeking to rezone approximately 119-acres. The remainder was part of the subdivision and was proposed to remain not zoned for development at this time. Several years ago the applicant had presented a plan which showed most of the area as being developed. There had been a negative reaction to the plan from both surrounding residents and persons now known as Concerned Citizens for Sand Prairie Preservation. An Ornate Box Turtle habitat had been identified as being located on much of the sand hill area as was a suspected prairie. As a result, the applicant had contracted with conservation designer Randall Arendt to design a conservation design for the subdivision. That had involved the setting aside a large area of open space in return for allowing smaller lots on the remaining area proposed for development. Yapp said the net result was about the same number of lots as a regular single-family development, but smaller, in return for a larger open space. Planning and Zoning Commission Minutes September 18, 2003 Page 2 Yapp showed an early version of the Arendt conservation design plan overlaid on an aerial photo, it showed a portion of the sand hill area with most 50- to 52-foot wide lots with some 30-foot wide lots interspersed throughout the development with an interconnected street system and other green spaces within the street network, the idea being that most of the residents would have a view of some green space on the property. He said the current application encompassed 378 lots and followed the same philosophy. The developer's proposal proposed an approximate 17-acre area of the sand hill in the center of the development. Last week the Parks and Recreation Commission had recommended accepting this area as public open space along with a small area adjacent to Wetherby Park. The remaining interspersed open spaces through out the development were proposed to be private. Yapp said the one area in which the current plan differed from the Arendt plan was the inclusion of a number of lots along an area of open space that Yapp pointed out on the overhead site map. The previous plan had indicated a much larger public frontage onto this particular piece of open space. On the north, south, southwest and an opening facing Wetherby Park were connections to the public streets through the proposed open space. Other elements of the plan that had evolved as Staff had worked with the applicant included the inclusion of and an extension of the Iowa River trail. Because Gilbert Street did not include sidewalks in this area, Staff had recommended that the Iowa River Trail be included with this development for a connection to the regional trail system. The applicant had also agreed to construct a trail connection to Wetherby Park from the neighborhood. Staff would continue to work with the applicant to identify the exact location for the connection which then would be maintained by the Parks and Recreation Commission as part of the park. Yapp said an ~ssue that Staff had noted in the planning documents was, when lots became smaller and narrower, a dominant garage streetscape, had the potential to occur. A number of the 30-foot lots would have rear garages and alley access. The remaining lots which were between 50 and 55-feet in width and had a double car garages. Staff had had some discussions with the applicant over this issue and hoped to reach some proposals to alleviate the garagescape appearance within the neighborhood. Staff's report outlined one potential way to alleviate the issue was to set the garages back from the main part of the house so the residential form of the house was the dominant form on the streetscape. The applicant had worked with the Department of Natural Resources to relocate the box turtles to a different habitat from their current habitat on the sand hill, knowing that the area would be developed. Earlier in the spring the DNR had been on the property and had relocated some turtles. If more turtles were discovered it would be required that they too be relocated. Staff had shared all the development information with the DNR. Yapp said as noted in the Staff Report, in addition to not having sidewalks Gilbert Street did not have a turn lane in this area. Staff recommended that once 25-units were constructed, a left turn lane be required to be constructed at the expense of the applicant because of the connector street and the development of new residential lots. Wet hydric soils and steep slopes were located on the property. Specific construction methods would be required to be utilized to deal with those features of the property. The general design of the street network was an interconnected street network which was recommended in the City's Comprehensive Plan. Staff was comfortable with the overall street network, the pedestrian sidewalk and trail connections. The loop streets would be posted as one-way streets to allow for their narrower 22-foot width. Yapp said this part of the City was generally rather flat so in some area neighborhoods there was not very good drainage. The proposed drainage system would go along the north and east borders of the property following the natural drainage pattern in the property. Several basins were proposed for future development. City Engineering staff was comfortable with the proposed level of stormwater management. Yapp said in response to a concern raised at Monday's informal meeting regarding if the proposed stormwater system would alleviate stormwater issues is the Pepperwood Neighborhood, it was likely to alleviate any drainage issues in the southern Pepperwood area because the basins would be lower and they would capture drainage. They were not designed to deal with any drainage issues further north. Planning and Zoning Commission Minutes September 18, 2003 Page 3 Bovbjerg requested Legal Staff to clarify what issues the Commission could consider with regard to the rezoning and the OPDH plan. Behr said items mentioned in the Planning Staff's Report such as: · the Gilbert Street improvement (specifically the turn lane) recommendation to be included in the CZA because it was a basic public infrastructure item · the proposed design considerations proposed by Staff because it was an OPDH and there was a request to reduce the size of lots to the extent that the reduction in size created a public need for regulation of the appearance of those units · the suggestion by Staff for the clustering or removal of lots that backed onto the open space because it was an OPDH and the applicant had proposed additional open space in exchange for the reduction in size of the lots · the lots that backed onto the open space to the extent that they felt a change in how it was proposed really affected the value of the open space and its merit as a basis for reducing the size of other lots Bovbjerg asked if improvements to Gilbert Street and the new east-west arterial were considered a part of the CZA along with the rezoning or were they just part of the development itself. Yapp said the turn lane would be proposed as part of the CZA, the arterial street as shown on the plat would need to be required to be constructed by the developer with the City paying the oversized cost of the street. The trail as shown on the plat would be required to be constructed because it was shown on the plat. Based on the assumption that this item would be deferred, Hansen asked if it would be possible to have a prairie expert present at the next meeting to provide information about the difference in management of the open space with respect to burning versus mowing. Yapp said Staff would try to contact someone. He had spoken with Terry Trueblood regarding management of the open space. Trueblood had said that one this became public land, the Parks Department wished to work with any and all prairie groups interested in maintaining this area as it should be maintained. Parks and Recreation did not have specific plans for the open space at this time. Hansen said he had made the request because of several double-loaded issues before the Commission. If burning was the favored method for prairie maintenance, then it seemed it would be putting a lot of homes in danger. Miklo said staff would try to consult with someone who has expertise regarding prairies. If possible staff would arrange to have such a person at the next meeting or staff may have a written response regarding this concern. Public discussion was opened. Joe Holland, attorney for Southgate Development. Holland said he had only very recently begun representing Southgate Development for this project. He had come to the project with a different perspective as he had somewhat followed it in the media. He too had an interest in what was happening on the property. For almost three years he had served on a Johnson County Commission with Glenn Siders and another member of the audience. Their purpose had been to draft a number of ordinances for Johnson County which had included a Conservation Clustered Subdivision ordinance and a Sensitive Areas ordinance. The committee had had a broad representation and had spent a long time making the drafts. Through his work on the committee, Holland had become acquainted with Randall Amedt, who was very involved in conservation design subdivisions which dealt with open spaces, clustered housing and trying to preserve natural features. He had gained an awareness of how much of a balancing act it was between environmental issues and the development of property. Holland said he felt the project as presented before the Commission was very much an example of the balancing process in progress. The applicant's design was an outgrowth of the one proposed by Arnedt. Early in the process Siders and Arnedt had met at the site and Arnedt had proposed a concept design. That had been the genesis of what the Commission was seeing in terms of the subdivision. The balancing act had come in because no one could have everything in a project that they wanted including the developer, neighbors, and environmentalists. He felt Southgate was far more flexible than other developers he had seen in the community. The open space that was proposed to be set aside for prairie was more than 6.5-times the amount required by the City's Open Space ©rdinance. Holland said that was a sacrifice by the developer, but Southgate was not doing it with the feeling of having a gun held to their heads. They had attended citizen meetings, worked with Staff and had come to the proposed design because they felt it was the best design that could be found which would accommodate neighborhood interests, environmental interests and the interests of the developer. Planning and Zoning Commission Minutes September 18, 2003 Page 4 Lingering issues that the developer had recently met with Staff about included the design of the houses on the small lots. They were actively working to find common ground that would satisfy City concerns but still give the purchasers of the homes the maximum square foot per dollar that could be achieved. Open space issues, everyone had to understand that they were not going to get precisely everything that they wanted. The design had been a progression of design issues over the last couple of years. Holland said it was a good, well-designed project and the Commission should recommend approval on. Dave Moore., 425 Davenport Street, said he was referring to the Sand Hill ridge itself and the land to the west and southwest facing Sand Road. Moore said he believed 10-years from now a lot of people would be asking why on earth this particular spot of land had been developed at all. It was historically important as it was close to the original settler John Gilbert's cabin and native camping grounds on the river. It was a beautiful area on the Iowa river abundant with wildlife, it was part of the south corridor and adjacent to the quarry ponds which were set for recreational use in the future and it was an area already rich in recreational features which included the ball diamonds on the other side of Sand Road, the golf courses to the south and biking clubs used Sand Road all the time. Moore felt if the community were to stand back and say, "Where could we preserve an area that is a real slice of rural Iowa and right for recreational and/or preservation possibilities, you couldn't find a better spot than that area right there". Moore said that the main reason he was there was because if the Commission didn't know it already, a lot of people were not happy in a general sense about the development and he felt it needed to be put on record. Last year Southgate had had several meetings to present their plans and he had attended one of those meetings. Moore said he appreciated Southgate's efforts to meet with the neighbors, to offer a small pad of the land to the City, the efforts of Southgate's architect to make the site more attractive and Sider's helpfulness when Moore had been seeking information, but based on the dialogue of those meetings he didn't know of anyone who had attended those meetings who if they had it in their power to make the entire project simply disappear, would not do so. Moore said the entities who would really gain from the development of a piece of land of this type were Southgate Development, the people who actually would live on the site and the people in the building trades. The losers in his opinion would be the people who lived in the area and who used the area for recreational purposes. City Staff had indicated that they expected the traffic on Sand Road to double or triple over time. He said future generations of Iowa Citian's would lose a beautiful spot of land that could have been the centerpiece of a really beautiful entryway in the south corridor to our community. Moore said he would like to see Southgate reconsider the City's request for a botanical survey of the area and for the Commission to bear in mind the special nature of the land in their decisions. He would also like to see the City Council consider purchasing the Sand Hill ridge and the land to the southwest and for Southgate to be open to those possibilities if the City was so interested. Karen Dawes, 1055 Briar Drive, president of the Board of Directors for the Concerned Citizens for Sand Prairie Preservation. Dawes said she wanted to say thank you to everyone who had worked very hard in relation to this development over the last two years, especially to Southgate Development and to the City Planning department. Dawes said she would suggest that there remained a great deal of work to be done. The four points she had to make were: · She did not think the question the Commission had posed a year ago last April, which was whether or not this area should appear on the Sensitive Areas map, had been answered. · If the development was to be a true conservation subdivision then all of the basic concepts must be observed. She felt that removing most of the views of the prairie from public streets and from the homes that would be there made the much smaller lots much less desirable and less marketable. · The appearance of the hopes that would be built in this neighborhood on the much smaller lots would have a very long-term impact on the new neighborhood and the surrounding neighborhoods. Because the lots were small every effort should be made to avoid the cookie cutter garage appearance. A house design that maximized yard space rather than concrete and garage space should be looked at. · Because the prairie area had been and would be marketed as an amenity to this development it would need to be managed and restored rather aggressively and sooner versus later. Protecting the area during construction and allowing an appropriate prairie management plan would be essential. Bovbjerg said the Commission had received a letter from the Concerned Citizens for Sand Prairie Preservation and it would be entered into the record. Planning and Zoning Commission Minutes September 18, 2003 Page 5 Hansen asked if the Citizens were working with anyone at present to restore the prairie. Dawes said they had hoped that once the project was approved that they would be able to do some plant rescue from the areas that would be destroyed. It would also depend on the time of year that grading would begin. Southgate had said to them that they would be able to, but she felt it would be dependent on the time of year. They hoped to bring in some experts to assist them. The invasive species of the trees that were currently on the area needed to be removed and some burning needed to be done, there was a lot of work that needed to be done. They had been waiting for this project to move forward, it was not their land and it was not the City's land, it was Southgate's land so they would also need their cooperation. Hansen asked Dawes how she felt about the smaller lots proposed to be built south of Wetherby Park, how would their view be affected by being built where they were currently shown on the plat. Dawes said she thought if the prairie was surrounded by lots so that they were blocking views from the public streets and the people from across the street couldn't look onto the prairie because there was a house in the way, then the trade off with the smaller lots was not there. She said even if a person had a small lot, if they could "look out" it made it feel like a larger place which was part of the basic concept of a conservation subdivision. One of her colleagues had studied this concept and would be able to discuss it in detail. Dawes said she felt Randall Arnedt probably would not be very happy with what had happened to the plan in some respects. Steven E. Nelson., 1033 Sandusky Drive, said he wished to emphasize the point that had been made at Monday's informal meeting, "this was a large development." In his viewpoint, it defined what would be the South District of Iowa City. Nelson said he was a little disappointed in what he saw. He had used the South District Plan as his guidebook. He'd envisioned a district with a variety of housing, with some upscale housing and larger lots for people who wanted to live in this part of Iowa City. With the proposed scale of development plus what else was already built, there was no possibility for larger homes. He could not build the home that he currently resided in on Sandusky Drive. He did not consider it to be opulent but the houses were too big to fit on any of the proposed lots. Nelson said he would like to see some, but not too many larger lots. He had pictured the golf-course crowd of persons who wanted to live near an open space but didn't golf. He supported the idea of mixed housing, some apartments and townhouses, a real mixture in a real neighborhood. Nelson said he was not overly familiar with the Peninsula Neighborhood but he believed in some of the concepts they were initiating by providing variety in a mixed neighborhood. With all the proposed small lots, many of them 6,000 square-feet houses, there would not be a lot of variety in housing designs that could be built. Nelson had an article by Arnedt which showed what type of attractive houses could be built on lots of those sizes and avoid the "Snout Houses" as they had been called. He said that was a concept that Staff had pointed out. They wanted the fronts of the houses to look attractive and not to look like you were driving by a bunch of storage buildings or garages. Nelson said there were a lot of nice things about the design, but because it was so large and defined the South District so much, he felt the Commission needed to look at it carefully and see if there weren't more changes that could be made to get a larger variety. Freerks asked Nelson, if he knew the trade off for a larger lot home would be to remove chunks of the green area, how would he feel about it as a neighbor in the area? Nelson said he didn't believe it had to be a trade off. When Southgate had purchased the land they had known that the South District was there and that land had been set aside as open space. It had been designated in the Comprehensive Plan as open space. Now that Southgate wanted to develop part of the open space, Nelson didn't feel that they should have to trade off more just to reduce the sand prairie area that would be developed. He said Iowa City had many jewels, it hadn't been known that the Devonian Gorge existed until ten years ago. The sand prairie had been there forever, mostly undisturbed. He didn't think people appreciated the potential that it held, it was a rare piece of land. They were giving up two-thirds of it to save one-third. Nelson said 378 lots were a lot. He suggested that the school board be consulted as well. The South District Plan discussed a school being developed in the area which he didn't think would happen. As the neighborhood was developed Nelson said consideration needed to be given as to which school the kids would attend, a natural division needed to be created instead of an arbitrary house-to-house division. Nelson said when this large of an area was going to be developed by a single developer, that would define the neighborhood. There were a lot more issues beside just what the lot sizes would be. Planning and Zoning Commission Minutes September 18, 2003 Page 6 Hansen asked Nelson if he could define what the ideal development on that area would be, what percentage of larger lots would he put there? Nelson said probably 30. Hansen asked Nelson what he would call a larger lot? Nelson said something over 10,000 square feet, double what the lot sizes were now. Hansen said looking at the proposal he saw quite a few lots of over 10,000-square feet in size. Nelson said he had not studied the plan closely; he had looked mainly along Sandusky Drive. That would meet his request, and he was glad to know that they were proposed as such. Hansen said as far as he knew the school was still a proposal to be located along Sycamore. Nelson said it looked like some of the water went under the house lots as it approached the south end. Yapp said there would be a culvert under the roadway there. Bovbjerg asked who would be taking care of the culvert. Yapp said the culvert itself would be part of the public street. The stormwater basins would be taken care of by the homeowners association as far as mowing them. Debris on the upstream side of the culvert would likely be taken care of by City crews. Joel Fa.qan, 741 Chestnut Court, said one of the early plans had a number of ponds along the north edge of the development. They had looked very nice on Arendt's concept plan but he had concerns about the presence of that type of pond because of ones he'd seen in and around Iowa City and Coralville. Over time they tended to become really unattractive and messy. Fagan specifically asked about the pond at the end of Birch Street. Yapp said they were proposed to be dry water basins. They would be designed as grassy basins that would collect water during rain storms and slowly drain out toward the south and the east. The homeowner's association would be required to maintain and mow the basins. Such basins were located in the Scott Park area. Fagan said the real issue was, was this going to be the best way to manage the stormwater drainage, was it going to be an eyesore for the neighborhood, would it be a problem for the homeowner's association or was there a better way to do it that would avoid potential problems of that kind. Was it being done this way just because other persons did it this way and had careful thought been given to the proposed basins. Yapp said the other way would be a wet basin which would be a permanent pond that would collect water. Some type of basin system would be required in this area. An example of a private dry bottom basin could be seen looking west from Scott Boulevard near where it intersected with Rochester Avenue. Fagan said another issue was that this plan differed from the original plan in the location of the narrow lots. Originally some had been proposed to border the Chestnut Court area, but he was happy that they had been moved. Fagan said he and his neighbors felt it would not be appropriate to place that type of lot adjacent to existing standard single-family lots. Fagan asked if within the zoning process there a way to assure that they didn't get moved again during the course of development. He wanted to make sure that a reversion back to an earlier plan that changed the location of the narrow lots wouldn't occur. Yapp said should this plan be approved as it was now, if the developer requested a change in the plan or location of lots, Staff would go through the same notification and public hearing procedure that was occurring at this meeting. Fagan said it had been interesting to hear Hansen/Dawes discuss that having an open area, even if it was not yours, made you feel like you had a bigger, more attractive, enjoyable place. Fagan said because his lot currently backed up to an undeveloped cornfield, it made a very big difference as to how his backyard felt. He would guess that even if a large proportion of the proposed lots in this development had an unobstructed view of the prairie, it would indeed give a very different feel to those lots. Anything that could be done to make the open area more visible and more accessible would be a big advantage to the overall character of the development. Alexis Kuklenski, said she was concerned with the way the sand prairie kept being referred to as a prairie. Prairies were very special to Iowa, but sand prairies were even scarcer. They were only found in areas where large amounts of sand had collected. Because Iowa was very flat there were not very many hills where sand would have accumulated. Kuklenski said it was her understanding from studies that sand prairies were one of the most sensitive types of prairies. Walking en them could destroy them, heavy machinery would definitely destroy them. She was concerned that an expert had not been brought in yet to look at the prairie to identify it as a sand prairie, one of the few in Iowa. The only other sand prairie she was aware of in the area was located in Muscatine. Kuklenski said if this was truly something unique to this area it needed to be looked at and preserved. Since that had not been done yet, it concerned her. Planning and Zoning Commission Minutes September 18, 2003 Page 7 Bovbjerg said if the green area on the map were set aside, what type of restrictions or advice would be given with respect to placing machinery there or doing any disturbance. Behr said the area that was to be dedicated to the public would not be available for use in the process. Bovbjerg asked if it could legally be kept off bounds for storage or parking or any use at all. Behr said it could be. Freerks asked if it had to be dedicated and accepted first. Behr said not necessarily. It could be stipulated as a no development area. Yapp said in a conversation with Glenn Siders, Siders had said he would be more than willing to fence off the area during development of the surrounding area so that any construction equipment would not inadvertently drive across it. Yapp said the Commission might wish to include that as a condition of approval. Behr said there would be discussions as to how soon the open space was to be dedicated. If it was not to be done soon there could be arrangements or an agreement as part of the legal papers that it was off limits until it was dedicated. Bovbjerg asked if it would have to have been accepted by the City as a dedicated piece of park land. Behr said no, it could be agreed between the developer and the City that until it was dedicated it would be off limits. Amy Bouska, 1049 Briar Drive, said she was a Board member of Concerned Citizens for Sand Prairie Preservation. Bouska said approximately two years ago when this proposal initially went before the Commission she had gotten involved as had many of her neighbors to try to integrate the principles of the South District Plan into the proposal. Bouska said she would like to give Southgate Development a lot of credit for bringing in Arnedt to look at the land in a little different way and to incorporate a conservation subdivision design. She said the best part of a conservation subdivision design was that large areas of open space could be preserved. That was balanced by having smaller lots and the homes were clustered. The important balance was that not only were the homes clustered, but you were able to see the open space, to see the vistas and to experience them. Accessibility to the open space was also a part of the design. Bouska said there was a difference in the concept plan that had been designed by Arnedt and the one that was before the Commission. The whole process had been a compromise, it had been a long process in which both sides had done give and take. The South District Plan had been a guiding principle for their neighborhood. Bouska said they would like to see the finishing touches of that come into play and the Commission could play a role in that. One of the finishing touches would be to restore some of the vistas that were in Arnedt's conceptual plan. Another finishing touch would be to look at the long-term maintenance of the land. It could be set aside and protected from development, but consideration also had to be given to what was going to be done from a management standpoint. The invasive honeysuckle and honey locust trees needed to be removed and the area needed to be burned. The prairie area could not be left as it was now. Controlled burning could be a scary thing to people who did not understanding what burning meant to a prairie. Bouska said one of the things that could help them move along toward management of the land was by doing some single loading of the streets. In restoration or reconstruction projects, fire was a very important management tool to help stimulate the seed banks. If remnant plants were actually located there, they would respond to the fire, with mowing it would be hard to simulate fire. The design of the subdivision would make a big difference in how the land could be managed. Bouska said one of the other tools that the Commission could help them with was if they were concerned about the burning, it would be nice to do some up front marketing regarding burning of the lots. If the area was to be a conservation subdivision design and the open space was going to be marketed as an amenity, it would be helpful to have that information available at the beginning to the homeowners and have written agreements from a legal perspective that the area would be burned. She said that prairie management would be subject to approval from the Fire Dept. and to approval of a land management plan. Citizen's didn't expect City Staff to do all that; they knew that they were going to need to be involved and would have to help with it. They would like to see controlled burning as an active part of that. Bouska said she would like to give a lot of credit to Southgate as they didn't have to bring in Arnedt. Although what they were looking at today was a much different plan than the plan presented by Arnedt before, Bouska said Citizen's hoped to work out some of the finishing touches to help make this area, which would hopefully be set aside, sustainable in the long run. Hansen asked if Staff would also get a Fire Department opinion for the next meeting. Yapp said the Fire Department had a permitting process for burning of this type. Burning of prairie had been done within the City limits. Planning and Zoning Commission Minutes September 18, 2003 Page 8 Hansen asked what was the difference in the number of units between Southgate's proposed plan and Arendt's concept plan. Yapp said Staff would count the number of units for the next meeting. Siders said he didn't have the exact number but thought it was very similar as well. Behr said it sounded as if Hansen's questions with regard to the burning went to how the Commission would approach the lots that backed onto the open space. The burning and the management of that open space would be up to the City. When the developer dedicated that property how it was ultimately used would be up to the City. Hansen said that was why he had asked about a Maintenance Plan and if the Fire Department was even open to burning 17 acres. Bovbjerg said there were groups within the City and the County who were very experienced doing burns. It would be possible for the Fire Department to link up with those resources and do a burn if that were the way the prairie was going to be maintained. Some prairies were more realistically and naturally maintained by burning rather than by mowing or grazing. Glenn Siders, Southgate Companies, said as far as the City obtaining ownership of the prairie, Southgate was going to press really hard to get the City to immediately accept it because of a number of issues and concerns that people had already raised such as what did or did not get on the property. It was very difficult for Southgate to manage it. There was growth on the property now that they had no control over. He wished to get the area dedicated, fenced/marked and then they could implement what ever management methods they felt appropriate as the City worked them out with the community. Siders said in response to Fagan's concerns about stormwater management, this stormwater was unique to anything else in Iowa City in the aspect that it was a lineal basin. It was not just a big hole in the ground or two in the ground next to each other. It incorporated the entire natural drainage way of the property. It was a whole series of basins that interconnected and acted as one unit. They could be either wet or dry bottom. The concept plan had shown water in them, that was their preference, but it would basically be determined at the engineering stage whether they were wet or dry. It depended on how quickly the water would drain and those types of details wouldn't be known until the engineering phase of development. If it was the neighborhood's desire to have dry bottom basins, that could be done also. Bovbjerg asked if it were dry or semi-dry bottom basins, would it be a somewhat gradual slope from the north area to the southeast. Siders said that was correct, it would be a terraced type of arrangement where you had a basin area then stepped down into the next basin area then kept going down to the southeast. It would be engineered to be draining and not just seeping into the ground underneath. Bovbjerg asked if the ditches would be open or culverted? Siders said he thought there would be certain areas that would have to be piped such as under the roadways. Primarily he thought they would be open, but from prior conversations with the Engineering Department, in order to transfer from one level to the next they had to be piped. There might be an open area, then an area of piping, then an open area and so on, but he thought the majority of the area would be open and overland transfer of the water. Bovbjerg said she hoped this could be an amenity as a green open space and not a hazard. It was well know among developers that green space, open space and trees sold lots and sold developments. Siders said they were pretty open to either wet or dry bottom, they had not gotten close to making that decision yet. Prior conversations had been if the basins were dry bottom, Southgate had an interest in what Parks and Recreation would be doing with their section in the southwest corner. The developers had an interest in incorporating the same theme throughout the whole area to naturally tie the neighborhood into the park. They would landscape with some type of grasses. Hansen asked for a clarification about the corners of the park area on the south. Siders said Parks and Recreation wanted to keep the area on the southeast corner of the park, he had been referring to the southwest corner of the park near the trail. Hansen said both sides of the trail were prairie restoration. Siders said it seemed natural to try to incorporate that same theme through out the whole neighborhood so as to tie it into the park. Hansen asked if there was financially a difference as far as the upkeep of a wet bottom versus a dry bottom basin. Siders said he would suggest that a dry bottom was less expensive to keep up. With the exception of some erosion repair, basically the expenses would be for mowing. Wet bottoms ponds would silt in, lose capacity and have to be dredged out. It was difficult to get equipment in and out, get the dirt transported out and it was expensive to do. Hansen said adjacent to Outlot E there were four lots that would line up where the fronts of the buildings faced the open lot and there was no sidewalk there. He asked if there would be a common sidewalk along Planning and Zoning Commission Minutes September 18, 2003 Page 9 the front of the buildings. Siders said there was an alley along the back and the intention had been to access the property vehiculady from the rear. They had not given any consideration to a sidewalk, they had assumed that pedestrian traffic would go along the City right of way. The purpose of the vacant lot was to provide a green space. Arendt had tried to put a green space at most intersections. As the plat had developed from concept to design, that remnant parcel of land had remained as green space. Siders said if the Commission wanted sidewalks installed it would be no big deal to do so. Public discussion was closed. MOTION: Hansen made a motion to defer SUB03-00028/REZ03-0002q, a rezoning of 119.94-acres from Interim Development Single-Family and Multi-Family Residential (ID-RS and ID-RM) to Planned Development Overlay, OPDH-5 and a Preliminary Plat of Sandhill Estates, a 146.48-acre, 378-1ot subdivision located south of Pepperwood Addition and east of South Gilbert Street. Anciaux seconded the motion. Hansen he was a lot happier with this plan than with the first plan. He wished to thank Southgate for being so open about the project. He felt it would be a wonderful addition to the neighborhood. Hansen said he also wished to thank the neighbors from the surrounding area for getting involved and saying what was on their minds. They were coming out with a much better plan. Anciaux said he was happy with the plan. He liked the six-times the open space more than was required, it had come a long ways. Freerks said it was a good plan, much better than the first one. There had been a lot of give and take. She asked the developer to again look at Covered Wagon Drive where a lot of houses had been added to see if it was possible to make it more open without taking away too many lots. Possibly place them along Sandusky making them a little bit narrower to reflect what was going on across the street. It might go a long way to help iron things out with the neighbors. Hansen said he would like to echo Freerks thoughts on the units that had been added in. He would like to know what the Fire Department and City were going to do about management of the prairie. Hansen said that would go a long way toward making up his mind, what he would like to see done with the units that had been added in. Anciaux said originally he'd thought narrowing up those lots would be a good idea. However now he was not sure he wanted to see an alley on the backside of the prairie. Hansen and Freerks said they would suggest eliminating those lots. Bovbjerg said some of the suggestions from the neighbors and from the Commissioners regarding changing configurations and changing lots to open up the vistas was very important, especially in areas where there were small lots and a lot of people in one area. They wanted the feeling of being open. In areas near cities where townhouses were closely located with a wide road or green space across the street the residents didn't realize the density. The density became an amenity in itself and the open space became an amenity to persons living in close houses. Bovbjerg said she would like to have a discussion on the wet and dry bottoms and how the drainage would flow. She appreciated the large green space, but felt the vistas should be opened up. This could be a very good neighborhood for this very large development. It would make its mark on this side of town. She said the design could compliment the Comprehensive Plan and she appreciated that. She liked staff's recommendations regarding the garage placement, porches and percentage of concrete. She said with these design issues addressed this would be a very good development. The motion passed on a vote of 6-0 REZ03-00021, discussion of an application submitted by University View Partners for a rezoning of approximately 13,500-square feet located at 512 S. Dubuque Street from Central Business Service (CB- 2) zone to Planned High Density Multi-Family Residential (PRM) zone. Miklo said the City had recently rezoned the property to the north to PRM, so a fairly large PRM area was now established in this neighborhood. There were currently only two properties that were not zoned PRM or PRM with a Sensitive Areas Overlay. A steep slope ran through the back of the property and an alley Planning and Zoning Commission Minutes September 18, 2003 Page 10 that had been dedicated but never paved also ran through the property. The Near Southside Neighborhood Redevelopment Plan, part of the City's Comprehensive Plan, recommended that this area as well as the surrounding properties be redeveloped for high-density multi-family use. Many of the near by properties had recently been redeveloped and Staff anticipated other properties in the area would be as well. The logic of promoting higher density residential near the downtown lay in the concept that people living near the downtown would have less of a need for an automobile, they would be able to walk to the businesses, employment centers and the University. They would also contribute to the vitality of the downtown neighborhood. Miklo said Staff felt the proposed rezoning was in compliance with the Comprehensive Plan and was compatible with the surrounding neighborhood which consisted mostly of higher density multi-family, some commercial and a considerable amount of public land that was owned by government entities. There were some environmentally sensitive features associated with the slope at the back of the property which would be regulated by the Sensitive Areas Ordinance. Staff recommended approval of REZ03-00021, a rezoning from CB-2, Central Business District Service to PRM, Planned High Density Residential. Freerks asked Behr to explain why this would not be considered spot zoning. Behr said spot zoning would be if the Commission picked a particular piece of land and actually zoned it differently from the land around it. If changed, this piece of land would be zoned to be consistent with the land around it, the one remaining commercially zoned property on that block would be a considered a remnant. This was actually the reverse of spot zoning. Public discussion was opened. Joe Holland, attorney for the applicant, said it was a straight forward request to have the property rezoned, which would be consistent with the surrounding land uses, the Comprehensive Plan and the zoning of the surrounding areas. The owners of the Willis parcel to the north had spoken with Mr. Clark and City Staff and were satisfied with this proposed rezoning. Miklo said he'd spoken with Mr. Willis regarding his property which was currently zoned CB-2 and about the City possibly rezoning it PRM to be consistent with the surrounding properties. Willis had objected to a rezoning of his parcel but had no objections to the rezoning of the Clark parcel. Kavel Mostafavi, 219 E. Harrison, said they had no problem with the rezoning but were concerned with the alleyway directly in front of his building where cars parked. He had previously spoken with Clark and wanted to make sure that access to their lot and parking on the alleyway would not be hindered in any way. His family had built the apartment building approximately 10 years ago and had paved the driveway in front of it to park cars. He'd spoken with their tenants and they were also concerned about how this would affect access to the Clark property and their parking on the alleyway. His father owned the apartment building and he managed it. Public discussion was closed. Motion: Chair made a motion to approve REZ03-O0021, a rezoning of approximately 13,500-square feet located at 512 S. Dubuque Street from Central Business Service (CB-2) zone to Planned High Density Multi-Family Residential (PRM) zone. Koppes seconded the motion. Koppes asked in conjunction with the next item, how would the Commission put language in it to stop usage of the alley? Miklo said it was a public alley. The prior use of the property had been a veterinary clinic. The property currently had access to the alley as well as a driveway onto Dubuque Street. The applicant's proposed intention was to continue to use the alley to provide access to a future parking lot which would serve a building to be set on the front of the lot. Bovbjerg asked if the paved alley was technically and legally not part of the piece of ground that was being rezoned. Behr said that was correct. The motion passed on a vote of 6-0. Planning and Zoning Commission Minutes September 18, 2003 Page 11 VACATION ITEM: VAC03-0002, discussion of an application submitted by University View Partners for the vacation of the alley located to the east of 512 S. Dubuque Street. Miklo said this was the alley to the east of the property which they had just voted to rezone. At one time the alley had been platted the length of the entire block and had ended at Prentice Street. The southern half of the alley was vacated a number of years ago and had been acquired by the adjacent property owners. The far northern one-quarter of the alley that was open was paved and used by the adjacent property owner. The applicant had told Staff that he would like to amend the original application to vacate 90-feet of the alley to reduce it to 80-feet of the alley. Miklo said the southern 80-feet of the alley that remained as public land would be vacated if the request for vacation were approved and the property owners on either side would have the opportunity to purchase the alley. The applicant would be able to purchase the 10-foot by 80-foot strip on the west side that ran adjacent to his property and the two property owners to the east would be able to purchase the 10-foot by 80-foot strip on the east side (517 S. Linn Street and the Harrison Street property.) Both property owners had indicated that they would like to purchase the portion that was adjacent to their property. The intention of the alley had been to serve as a rear vehicular access for the entire block but Staff felt it had never been built due to the steep topography and ridge that ran along the rear of the property. Staff did not believe the alley would ever be built and therefore did not serve a public function in terms of providing access to the properties on either side of it. The alley had a sewer line down it and an easement would be needed to keep public access to the line. Staff said given it's isolated location they did not feel it would be suitable for open space or any other public use and recommended approval of the vacation of the 80-foot by 20-foot portion of the alley that had been requested by the applicant. Chait asked if the area to the north that was used for parking, was a legal use. Miklo said there were City ordinances with respect to parking in City alleys. He didn't believe it was legal but didn't know the exact ordinance specifics. Freerks asked if the idea was to eventually have vehicular access from the paved portion of the alley to whatever would be developed on the lot at 512 Dubuque Street? Miklo said that was the applicant's intent. Freerks asked with the current parking that was occurring there, was the alley wide enough to allow vehicular access to the applicant's property. Miklo said he didn't know. Chait said his point had been, legal or not now, the parking on the alley had nothing to do with the vacation and what ever use might happen in the future had nothing to do with the vacation. Koppes asked if any of the requested 80-feet of the proposed vacation was paved yet. Miklo said it was not. Chait asked if Staff knew why the applicant had requested the vacation. Miklo said he thought it was to use it for density purposes. He was scheduled to visit the property with the applicant next week. The property was in rough shape, it had been an area where concrete and other road debris had been dumped a number of years ago. The applicant's intention was to try to clean it up. Because of slope stability concerns, any work in the area would be regulated by the Sensitive Areas Ordinance. Bovbjerg asked why the vacation dimensions had changed from 90 feet to 80 feet. Miklo said the Commission might like to have the applicant to address that, but he thought the applicant felt it might be wise to keep more of the public alley open to allow more maneuverability on the north side of it. Behr said the vacation was a question of if the Commission wanted the property for public use to provide access to private properties or for general use. The conveyance would come at a later time. It was not officially vacated until there was a conveyance to be done. Public discussion was opened. Joe Holland, attorney for the applicant, said it was intended that the public alley would provide access to the parking at the rear of the 512 Dubuque Street property when it was redeveloped. The reasons for acquiring the alley was two fold. Historically the entire area had been built on fill area which was put in Planning and Zoning Commission Minutes September 18, 2003 Page 12 when the railroad had come to Iowa City many years ago. It was an effort to clean up the area. The purpose was not to increase the lot size for density purposes but to make the onsite parking situation more flexible. The applicant had shorted the 90-feet to 80-feet partly out of consideration of the neighbors, it was better for the other users if the additional 10-feet remained open and in common use, and it provided better more flexible access to the Clark property. The Clark's always tried to work with the neighbors and be good citizens. They understood the need for access to their property and their neighbor's need for access to their property, hopefully those issues would work themselves out to everyone's mutual satisfaction. Kavel Mostafavi, 219 E. Harrison Street, asked if the alley was used for access to the property at 512 Dubuque Street, what would happen to cars that used the alley for parking. They also had garages there and had paved the alley to improve parking conditions for their tenants. Miklo said the applicant already had access to the property. They would not be granting him anything he did not already have. It was a public alley and there was already some question of whether parking on the alley was legal, it was a matter of enforcement whether the City chose to enforce it or not. Behr said the vacation to the south would not affect in any way whether or not they would be able to continue parking in the alley or not. The nodhern podion of the alley would not be affected by the vacation of the southern portion. Behr suggested Mostafowi might wish to take up the parking issue separately with the City. Chair said in his experience there were City ordinances that were enforced on a complaint basis. If someone didn't make a stink about an issue, no one would know about it, or the next day someone could make a complaint and a citation would be issued to discontinue the practice. The fact that they had been parking in the alley for 10 years did not matter. The point was, whether the vacation did or did not occur, someone could still complain. Public discussion was closed. Motion: Anciaux made a motion to approve VAC03-0002, the vacation of the alley located to the east of 512 S. Dubuque Street subject to retention of any necessary utility easements. Chair seconded the motion. The motion passed on a vote of 6-0. SUBDIVISION ITEM: SUB03-00034, discussion of an application submitted by K.G. Bird L.L.C. for a Final Plat of Oakmont Estates, an 8.7-acre, 16-1ot residential subdivision located west of Foster Road. Miklo said Staff had received a revised plat with notations regarding the tree protection plan and tree replacement plan that are to Staff's satisfaction. Staff recommended approval of SUB03-00034, subject to Staff approval of construction drawings and legal papers prior to Council consideration. Public discussion was opened. Doug Ruppert, attorney for K.G. Bird, said he was there to answer any questions. Public discussion was closed. Motion: Freerks made a motion to approve SUB03-00034 subject to Staff approval Council approval of the pending rezoning and preliminary plat and subject to staff approval of legal papers and construction drawings prior to City Council consideration. Hansen seconded the motion. The motion passed on a vote of 6-0. .OTHER: Miklo said a copy of the Capital Improvements Plan was being mailed to the Commissioners. The number of projects and expenses might appear to be overwhelming. He would highlight some pages about Planning and Zoning Commission Minutes September 18, 2003 Page 13 current projects for the next several years that he wanted the Commissioners to review to see if the priority that was currently in the plan was adequate or if there was anything that they wanted to move around. The last several pages were unfunded projects. They were projects that had been identified in the District and Comprehensive Plans and other City documents. They had been identified as good projects but currently the City did not have the money for them. Should any of them be give more serious consideration than others? Miklo said he wanted to discuss this at the next informal meeting to get their feedback. Bovbjerg said she wished to thank Staff for the aerial view and overlays. Anciaux said they were very easy to read. CONSIDERATION QF 8/7/03 MEETING MINUTES: Anciaux made a motion to approve the minutes as written and corrected. Koppes seconded the motion. The motion passed on a vote of 6-0. ADJOURNMENT: Hansen made a motion to adjourn the meeting at 9:50 pm. Chair seconded the motion. The motion passed on a vote of 6-0. Jerry Hansen, Secretary Minutes submitted by Candy Barnhill