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HomeMy WebLinkAbout1996-01-16 Info PacketCity of Iowa City MEMORANDU DATE: TO: FROM: RE: January 5, 1996 City Council City Manager Material in Information Packet (Sent to Council Only) Copy of letter from Mayor Novick to Bob Elliott regarding ad hoc committee on economic development. L~ttor f~om Jim Cq~9~ ~/,v crC.~.y of l~tter'~m Kathy Gourley of the State Historical Society of Iowa ~ the City Manager's -~:¢~Py dated December 29, 1995. Memoranda from the City Manager: a. Bike Parking in the Central Business District b. Correspondence from Bob Smith Memorandum from the Director of Planning and Community Development regarding J~7 development on Coastal Mart Site. Memorandum from the Economic Development Coordinator regarding "Opening A Business in Iowa City" booklet. Copy of letter from the Finance Director to the Convention and Visitors' Bureau regarding hotel/motel tax monies. Agenda and minutes of meeting of the Council on Disability Rights and Education. Building permit information for December 1995. Letter from TCI of Eastern Iowa regarding visit by the C-SPAN School Bus. Agendas for the January 2 and January 4, 1996, meetings of the Johnson County Board of Supervisors. Memorandum from the City Clerk regarding Council Work Session of December 18, 1995. Agenda for the 1/9/96 Informal meeting of the Board of Supervisors. Memo from City Clerk re%arding revised schedule for first three months of 1996. Hemo from City Mgr. regardinq M~scellaneous Budget things to think ~--7 about - FY97-99. I Memo from City Hgr. regarding summary of major Council activity for 1995. c~ D' ~ ~' Information distributed by Finance ~rector regarding the Budget. Copy of article "Ann Innovative Aporoach Saves Hamilton's Bus Company"" Copy of Citizens' Summary 1997-99 Proposed Financial Plan. Information regarding Transit, Parking, and Water fe~s distributed at 1/9 Budget worksession. January 5, 1996 Bob Elliott 1108 Dover St. Iowa City, IA 52240 CITY OF I0 WA CITY Dear Bob: The City of Iowa City is in the process of forming an ad hoc committee on economic development. On behalf of the Iowa City City Council, I would like to invite you to serve on this committee. Before you answer yes to serving, I would like to briefly outline the charge of the committee, the composition of the committee, and the time frame for the committee's activities. The recently adopted economic development plan, Economic Development Policies, Strategies, andActions for the City of Iowa City, calls for the establishment of an ad hoc economic development committee. The economic development plan outlines two major charges for the committee: 1 ) "designate targeted industries" and 2) to "develop criteria to be used when the City considers granting or participating in the granting of financial incentives to any particular firm in a targeted industry". In performing its task, the committee should answer the following two questions: 1 ) When the City and local economic development organizations encourage the expansion and attraction of business and industry, what specific types of businesses and industries should we encourage in Iowa City? and 2) when the City consider~ financial assistance to a firm, such as a grant, loan, or providing infrastructure, what characteristics and practices must the firm have to obtain assistance? Once the committee answers these two questions, it will have accomplished its task. The economic development plans states that the ad hoc committee should consist of a diverse group of organizations, such as "industries, economic development organizations, labor, citizen and environmental groups, the University of Iowa and others". The Council has plans to appoint thirteen individuals to the committee from these various backgrounds. Given that the committee has a specific charge, the committee should be able to achieve its objectives in a six month time period as long as it meets at a minimum of once a month. The committee would begin its task sometime in February and should complete it not later than July. Thank you for considering serving on this committee. Please contact David Schoon at 356-5236 by January 10, 1996, regarding your decision to serve on the committee. Sincerely, Naomi J. Novick Mayor cc: City Council/ City Manager Director of Planning and Community Development December 29, 1995 Kathy Goudey, Archeologist Community Programs Bureau State Historical Society of Iowa 600 E. Locust Des Moines, IA 50319-0290 CITY OF IOWA CITY Dear Ms. Goudey: In your letter of December 15, you have assumed as facts some statements that were made to your office about the actions and intentions of Iowa City in regard to our efforts to construct a new water plant for the City. Some of the statements made were blatantly false. I would like to present to you our actions regarding this project and assure you the City of Iowa City has always had every intention to comply with any State or Federal law. The City is undertaking a significant project to provide a new water treatment plant for Iowa City which will ensure clean, safe ddnking water and remove our treatment plant from the threat of flooding. To this end, we have acquired two parcels of land, one north of 1-80 that consists of approximately 230 acres and another parcel south of 1-80 which consists of 115 acres. The 230 acre parcel was purchased with local revenues. The 115 acres was purchased with CDBG Flood Hazard Mitigation funds provided by the federal govemment after the 1993 flood event. The primary purpose for the purchase of the 115 acres was to remove the land from potential development. A secondary purpose to which we will put this land will be alluvial wells for our water supply. Contrary to the information given you, no earth moving has been undertaken by the City on either of these sites. We have dug test wells and done soil borings, as anyone would do before investing in hundreds of acres. We have contacted your office, that is, the Office of Histodc Preservation. A call was made by Scott Kugler, an Associate Planner, to Ralph Christian in the early part of November to determine whether the water plant project required a Section 106 review. Mr. Christian informed us that such a review was necessary and we proceeded to instruct our consultant, H.R. Green, to proceed with a cultural resources survey. I know you are aware that we are proceeding with this survey, since you indicate in your letter that you have been contacted by HR. Green representatives. Likewise, we inquired of HUD officials on September 27, 1995, as to whether we would be required to undertake an environmental impact statement for this project. They informed us that our responsibility was to do an environmental assessment pursuant to Community Development Block Grant regulations. We had undertaken such an assessment prior to acquiring the floodplain land in the area south of 1-80. Although not required, we are pursuing an environmental assessment under contract with RUST Environment and Infrastructure for both parcels of land. We are also pursuing a 404 permit from the Corps of Engineers. The Department of Natural Resources is fully aware of our undertaking, since we have been in contact with them regarding this project for some time. We have made every attempt to inform the appropriate agencies, and acquire the necessary permits for this project. We would expect that as we pursue the necessary permits, any state or federal agency will let us know if we have not complied with the law in any manner. Ms. Gourley December 29, 1995 Page 2 You apparently received your information from someone who has a number of lawsuits against Iowa City because he believes his property is being wrongfully condemned for this public project and that he is not being compensated enough for his ½ acre of land. He and the owners of the site north of 1-80 have operated a sand and gravel pit on the site for a number of years. They corded out an estimated $50,000 worth of grading on this site and thereby altered the topography just prior to completion of the condemnation proceedings. Your apparent source of information removed a heavy equipment storage building from the site by excavating around and digging out the foundation, not simply removing it. The previous owners of the site left the Butler residence to deteriorate with fallen limbs on the roof, a hole in the roof, a collapsed porch and broken windows. Your sourco of information obviously has more concern for the site after its disposal than when they had a vested interest and the ability to protect it. I find it regrettable that you did not feel it appropriate to place a phone call to me or another City official for more accurate information, or at least our side of the story, before sending your letter of December 15 to me and to all the agencies you copied. Iowa City is trying to provide a public water supply in an environmentally sensitive way and respond to the Safe Drinking Water Act. We will comply with all necessary review and permits. We are undertaking a 106 review, a separate architectural evaluation of the Butler house to stabilize and protect it, an environmental assessment of both parcels of land, and pursuing all necessary permits. We do not expect to begin any grading until spring 1996, after these reviews should be completed. We plan to continue to pursue test wells and production well construction so that we can complete this essential water project by the year 2002. Since you are aware, through the contact of your office by our consultant H.R. Green Company, of our intentions to complete 105 review, it is unclear to us what your expectations are of how.we are to proceed. If anything stated in the paragraph above is not consistent with State or Federal law as you understand it, please advise. As you state in your letter, Iowa City does have a reputation for being concerned about our historic properties. I believe the facts presented in this letter demonstrate our continued concern. Sincerely, S~'tephe' J. Atkin~ ~ City Manager CC: tpl-1 Don Klima, Advisory Council on Histodc Preservation Patricia Ohlerking, Acting State Histodc Preservation Officer Ralph Christian, Historic Preservation Officer James Blanchar, Chief, Regulatory Functions Branch, Rock Island District Corps of Engineers Dudley Hanson, Chief, Operations Branch, Rock Island District Corps of Engineers Greg Bevirt, U.S. Dept. of Housing & Urban Development Dennis Grams, Regional Director, Region VII, Environmental Protection Agency Lamj Wilson, Iowa Dept. of Natural Resources Ralph Russell, Engineer, Howard R. Green Co. Douglas Russell, Chairman, Histodc Preservation Commission, City of Iowa City City of Iowa City MEMORANDUM Date: JanuaQ/3, 1996 To: City Council From: City Manager Re: Bike Parking in the Central Business District The Iowa City Central Business District Bicycle Parking Study, prepared by JCCOG in December, 1994, contained a number of recommendations to improve bike parking within the CBD. I felt it was appropriate at this time to update the Council on the status of those recommendations. New Bike Racks. All of the bike racks recommended in the study have been installed, except a few which were delayed from the manufacturer. Those racks will be installed in the spring. Upon completion of the installation of the new racks all of the old style, wheel bender racks will be replaced. Additionally, the pilot program for bike racks on parking meters was implemented, with ten of the racks being installed. Including the racks to be installed, a total of 320 bike parking spaces are now available in the CBD, an increase of more than 100 spaces, Bike parking counts taken during the summer and fall of 1995 showed a 41% increase in the number of bikes parked in racks during peak periods. This increase is likely due to two factors. First, people who previously were locking their bikes to sign posts, parking meters, etc. can now park their bikes in racks. Second, the increased availability of convenient and secure bike parking has encouraged people to ride their bikes downtown. Parking Meter Bike Racks. The pilot program for bike racks on parking meters has proven successful. Response to the racks has been positive. The racks have been heavily used and no complaints from motorists regarding the racks have been received. Use of the racks is going to be expanded to 16 additional parking meters along Clinton, Dubuque and Linn streets. Problem Areas. Finding a location for a bike rack in the 200 block of Iowa Avenue continues to be a problem. Staff is considering other options for this block, but no good location for a rack has yet been identified. To address the continuing problem of bikes being locked to the railing in front of the Holiday Inn, a second bike rack will be installed in the 64-1a parking lot, adjacent to the Holiday Inn. The rack will be located in an area where a utility pole interferes with a car parking space, but enough room exists to install a bike rack. Should you have any questions regarding bike parking please contact Charlie Denhey at 356- 5247. cc: Jeff Davidson Charlie Denney 13C3-1CD City of iowa City MEMORANDUM DATE: TO: FROM: RE: January 5, 1996 City Council City Manager Attached Correspondence I am attaching a copy of my reply to a letter which was on a recent Council agenda from Bob Smith (letter unsigned). Yesterday my letter was returned as being undeliverable. The address is the Oaknoll Retirement Center and they have indicated they have no such resident. Evidently the letter was written by someone who did not want to give his name. 701 Oaknoll Drive Iowa City 52240 Dear City Council members; I saw in the newspaper that your staff wants to widen First Avenue. Maybe it was a misprint, but the city planner said in the paper that the traffic was 12,000 every day but capacity was only 7,000 per day. This is confusing. This suggests that 5,000 never make it, but I know from driving it that it's not that bad. And if the planner really believes this, than why only widen to 3 lanes? If volume is almost double the capacity, than you need to double the lanes. I think you need to find out if your planner really knows what he's talking about or not. Sincerely, Bob Smith December 22, 1995 CITY OF I0 WA CITY Bob Smith 701 Oaknoll Drive Iowa City, IA 52240 Dear Mr. Smith: I am taking the liberty of responding to your recent letter to the City Council concerning traffic on First near the intersection of Muscatine. I would agree that the issue of traffic volume and capacity is somewhat confusing. When we assign a traffic-carrying capacity to a street, we do so at a relatively free-flow low-delay condition. The street is physically able to carry more traffic than the .=ssigned capacity, but it does so with greater delay and inconvenience to the motorist. This is a situation we currently find ourselves in on First Avenue, and may find ourselves in again at some point in the futura following a proposed reconstruction project. When the City Council makes a decision on reconstructing a street, our planning staff provides them with as much information as possible. This includes more factors than just moving traffic. Preservation of existing trees and the sensitivity of residents living along the street are two other important factors. You may recall recent editorial comments concerning this project, whereby a neighborhood resident expressed his opinion. I believe the City Council has made what they consider to be the best decision on the reconstruction of First Avenue, considering the divergent interests. Also, please keep in mind when a news reporter preparas his/her story it encapsulates into a very few words the discussions that occurred. It is, of course, the opinion/expressions of what is interesting in the eyes and ears of the reporter, not the staff member. Sincerely, Steph J. Atki~ City Manager iccogtp~m~'~ ~ City of Iowa City MEMORANDUM Date: January 5, 1996 · o; oouns,, From: Karln Franklin, Director, Planning & Community Develop Re: Development on Coastal Mart Site As you may have observed, redevelopment of the Coastal Mart site is beginning. Jim Clark is in the process of purchasing the site and at this time is removing the environmental contamination on the site. The proposed project is for a mixed-use building with the ground floor devoted to commercial uses and three floors above to apar~.ents, These are permitted uses within the CB-5 zone. The project is subject to the design provisions of the CB-5 zone, with review and approval of the design prior to construction. We have been working with Mr. Clark and his architect to finalize the design plans and complete the site plan review process. It is anticipated that construction on the site will begin this spring. If you have any questions regarding this project, please contact me at 356-5232 or Doug Boothroy at 356-5121. cc: Doug Boothroy City of Iowa City MEMORANDUM Date: January 5, 1996 To: From: City Council David Schoon~-'-~ Re: "Opening a Business in Iowa City" Booklet Attached you will find a copy of the booklet "Opening a Business in Iowa City". The primary purpose of the booklet is to briefly introduce a business to applicable city services and regulations and to provide a contact for finding out more information about these services and regulations. The booklet is available at the Department of Planning and Community Development, at the Department of Housing and Inspection Services, and in the Civic Center Lobby display case. If you need additional copies, please call me at 356-5236. In addition, I plan to update the booklet periodically and would welcome your suggestions or comments. Attachment MICROFILMED BY CRES- INFORMATION TECHNOLOGIES G- 84 City of iowa City MEMORANDUM Date: January 5, 1996 To: City Council From: David Schoon~__~'---~ Re: "Opening a Business in Iowa City" Booklet Attached you will find a copy of the booklet "Opening a Business in Iowa City". The primary purpose of the booklet is to briefly introduce a business to applicable city services and regulations and to provide a contact for finding out more information about these services and regulations. The booklet is available at the Department of Planning and Community Development, at the Department of Housing and Inspection Services, and in the Civic Center Lobby display case. If you need additional copies, please call me at 356-5236. In addition, I plan to update the booklet periodically and would welcome your suggestions or comments. Attachment A Guide to Opening a Busi-ness In Iowa'City CITY OF IOWA CITY December 1995 First Edition ,~,...". Prepared by: Economic Development Division Department of Planning & Commur~ity Development City of Iowa City 410 E. Washington St. Iowa City, Iowa 52240 319-356-5236 Table of Contents 3 Introduction ........................................ Places to Go for Assistance Economic Development Division, City of Iowa City ..... 5 Iowa City Area Development Group, Inc ........ ' ......6 Iowa City Area Chamber of Commerce ............... 7 Small Business Development Center ................ 8 Institute for Social and Economic Development ....... 9 SCORE ........................................ 10 Licenses and Pe~i-~ite Business License ........................... Home Occupation .......................... Alcoholic Beverages ........................ Cigarettez ................................ Taxicab, Pedicah, or Horse-Drawn Vehicle ...... Restaurant, Food, or Vending Machine ........ Other Health Depart~nent Permit ............. Hotels and Motels, Licensed Daycare Centers, Swimming Pools .. 11 .. 11 .. 11 .. 12 .. 12 .. 12 Utilities Water/Sewer ................................... 15 Sanitation/Recycling ............................. 16 Gas and Electricity .............................. 16 Telephone ..................................... ' 17. Development Process and Permits Zoning ........................................ 19 Rezoning ...................................... ' 19 Spedal Exceptions .............................. 20 Site Plan Approval .............................. 20 Building Permits ................................ 21 Pl~r~bing, Electrical or Heating Permits ............ 21 Parking Facility Impact Fees ...................... 21 Sign Pe~-~u~ts ................................... 22 Certificate of Occupancy .......................... 22 Construction in the Rights-of-Way ................. 23 Easement For Use of the Sidewalk/Public Right-of-Way 23 Construction Trades Licenzes ..................... 23 T~.xes Sales and Use Taxes ............................. 25 HoteUMotel Tax ................................ 25 Property Tax ................................... 26 Urban Planning Division City of Iowa City 410 E. Washington St. Iowa City, IA 52240 (319) 356-5240 Rezoning ...................................... 19 Special exceptions ............................... 20 Water Division (mailing address) City of Iowa City 410 E. Washington St Iowa City, IA 52240 (319) 356-5160 Water service for new buildings ................... 15 Temporary water for construction .................. 15 Wastewater Division City of Iowa City 1000 S. Clinton St. Iowa City, IA 52240 (319) 356-5170 (319) 356-5177 (sewer emergency calls) Introduction Welcome to the Iowa City business community! The City of Iowa City welcomes your interest in opening a business in Iowa City. You are joining over 2200 other businesses in Iowa City and Johnson County that keep the local economy vibrant. Whether it is the University of Iowa employing over 22,000, or a home-based business employing one, all businesses provide citizens an opportunity to enhance their economic well- being. The purpose of this booklet is to start you in the right direction to obtain the basic infor~r~ation you need to establish a business in Iowa City. Please refer to the section "Places to Go for Assis- tance". This booklet also explains the different requirements for operating a business in Iowa City and describes different re- sources available to individuals and existing businesses. This booklet is a guide and provided as a public service. Though it does not include a complete listing of all information relevant to operating a business, it provides s good starting point. Sewer leaks .................................... 15 While every effort has been made to present accurate information, this booklet should not be misconstrued as a legal interpretation of laws. The City of Iowa City expressly disclaims any liability for errore or omissions contained herein. 3 4 Public Works Department City of Iowa City 410 E. Washington St. Iowa City, IA 52240 (319) 356-5140 Construction in the rights-of-way .................. 23 Easement for use of sidewalk/public right-of-way ..... 23 Sanitation Department (mailing address) City of Iowa City 410 E. Washington Iowa City, IA (319) 356-5180 Hazardous material regulations ................... 16 Landfill material bans ........................... 16 Special waste authorization ....................... 16 Treasury Division City of Iowa City 410 E. Washington St. Iowa City, IA 52240 (319) 356-5066 Water and sewer se~ice ......................... 15 Water and sewer billing questions ................. 15 29 Plumbing, electrical, or heating permits ............. 21 Sign pe~i¥~its ................................... 22 Site plan approval ............................... 20 Zoning ........................................ 19 Iowa City Assessor's Office 918 S. Dubuque Iowa City, IA 52240 (319) 355-6066 Propertytaxes .................................. 26 Iowa Department of Revenue and Finance Taxpayer Services P.O. Box 10457 Des Moines, IA 50306-1457 1-800-367-3388 (from outside the Des Moines metropolitan area, or from the Omaha or Moline-Rock Island calling areas) (515) 281-3114 (from the Des Moines metropolitan area or from out of state) Sales and use taxes .............................. 25 Hotel/Motel tax ................................. 25 Johnson County Department of Public Health 1105 Gilbert Ct. Iowa City, IA 52240 (319) 356-6040 Hotel and motel inspections ....................... 12 Licensed daycare center inspections ................ 12 Restaurant, food, and vending machine inspections ... 12 Swimming pool inspections ....................... 13 ,,conomic Development Division Iowa City Department of Planning and Community Development 410 E. Washington Street Iowa City, IA 52240 (319) 356-5236 The Economic Development Division is the municipal office to contact when an individual or business requires assistance from the City of Iowa City regarding business activities. As a division of the Iowa City Department of Planning and Community Development, the Division has access to information and individu- als throughout the city organization and will assist individuals involved in pursuing business endeavors. In addition to providing access to information throughout the city organization, the Economic Development Division has available a database o£economic and demographic information for the area. The Division can also direct individuals to other sources of information. The division prepares various regional analyses, such as market area analyses and population projections. Working in cooperation with other city departments and the Iowa City Area Development Group, the Economic Development Division assists developers and prospective companies with specific commercial, office, and industrial development projects. This assistance ranges from helping businesses understand local regulations to dete~-~ining available local public financial assis- tance for a specific firm. The Economic Development Division acts as a municipal resource for the business community. Iowa City Area Develop nent Group, Inc. 325 E. Washington St., Suite 100 Iowa City, IA 52240 (319) 354-3939 The Iowa City Area Development Group, Inc. (ICAD) is a non- profit organization whose mission is to position the re,on as a quality place to work and live, and as one receptive to technolo- gies of the future. The ICAD Group works as a confidential advocate for expanding businesses and new industries. The ICAD Group provides site location assistance in many forms such as providing an inventory of available industrial, commer- cial, and retail property, and assisting businesses with site visits tc the area. ICAD also provides demographics and area informa- tion to assist businesses with their site location decisions. The ICAD Group serves as a liaison with the Iowa Depart~uent of Economic Development, the University of Iowa, and other entities by making businesses aware of the programs and services that are available. ICAD often helps businesses pursue state and local financial assistance. The ICAD Group is a resource for the business community through its advocacy for expanding busi- nesses and new industries, its site location assistance, and its goal to position the region as a quality place to live and work. Index of Subjects by Agency Building Inspection Division City of Iowa City 410 E. Washington St. Iowa City, IA 52240 (319) 356-5126 Sewer service for new buildings ................... 15 City Clerk's Office City of Iowa City 410 E. Washington St. Iowa City, IA 52240 (319) 356-5040 Alcoholic beverage permits ....................... 11 Cigarette permits ............................... 12 Dancing permits ................................ 11 Outdoor service area permits ...................... 11 Sidewalk cafes .................................. 11 Taxicab, pedicab, horse-drawn vehicle permits ....... 12 Department of Housing & Inspection Services City of Iowa City 410 E. Washington St. Iowa City, IA 52240 (319) 356-5120 Building permits ................................ 21 Certificate of occupancy .......................... 22 Construction Trades Licenses ..................... 23 Home occupation ................................ Parking facility impact fees ....................... 21 also subject to the state sales tax. No additional tax permit, other than the state sales tax permit, is required for hotels and motels. Property Tax In Iowa City, a property tax is levied on all real property and one type of personal property, computers. Property taxes are payable in two equal installments, the first due in September, the second in March of the next year for taxes assessed the previous fiscal year. Several entities receive the tax, including the School District, the City, and the County. CONTACT: Iowa City Assessor, (319) 356-6066. Iowa City Area Chamber of Commerce 325 E. Washington St. Iowa City, IA 52240 (319) 337-9637 Since it was founded in 1921, the Iowa City Area Chamber of Commerce has been an effective volunteer, non-profit organiza- tion whose many committees and staff members provide support to the business community. The Chamber's ultimate goal is to enhance the business climate and the quality of life in Johnson County. For members, the Area Chamber provides networking, profes- sional development, educat/on and advocacy. Programs designed to provide exposure and promotion for member businesses include the annual Walk of the Stars Business Fair and monthly Business PMs, which are held at member businesses. Free educational services include Brown Bag Luncheon Seminars, human resource seminars, a human resources handbook, an annual membership directory and a monthly 12-page newsletter, Reflections. In addition, the Area Chamber serves as a resource fbr newcomers to the community. Often called upon to provide business refer- rals, the Area Chamber provides the names of member businesses to over 5,000 individuals annually. The Area Chamber also provides opportunities for non-members. Fee-based professional development opportunities include the annual Community Leadership Program designed to develop the leadership potential existing in the communities of Johnson County; and "Focus Forward" conferences, created primarily for women. The Area Chamber also studies local, regional, state and national economic development and legislative issues, form-~ position statements and lobbies elected or appointed officials to encourage the enactment of beneficial policies. The Iowa City Area Churn- bar of Commerce is a resource for the business community through its networking, professional development, and educa~ t/onal opportunities. Small Business Development Center The University of Iowa S160 Pappajohn Business Administration Building Iowa City, IA 52242 (319) 335-3742 The University of Iowa Small Business Development Center (SBDC) is a non-profit organization founded in 1981. The SBDC provides free and confidential business management assistance to owners of small for-profit businesses and individuals interested in starting their own small business. Existing small business owners typically go to the SBDC with specific business questions, while individuals starting a new business have more general questions. The Small Business Development Center can assist with develop- ing a business plan, finding financing, determining the target market, where to get necessary information about state and federal taxes, registering the business name, licensing require- ments, and much more. Assistance is also provided to individuals who have found a business they want to purchase and individuals looking at franchise opportunit/es. The SBDC has the necessary tools to help individuals decide if this is the right business for them. The Small Business Development Center is a resource for the business community through its var/ous forms of business management assistance. T~[xes Sales and Use Taxes Anyone making a retail sale in Iowa must obtain a retail sales tax permit from the Iowa Department of Revenue and Finance. The permit is available at no charge. Application forms may be obtained from Taxpayer Services. All sales of tangible personal property in Iowa - other than for processing or resale ~ are subject to the sales tax unless specifically exempted by state law. Sales of services are exempt from Iowa sales tax unless specifically taxed by state law. Further detail is available in an information booklet titled ]Iowa Sales and Use Tax available from Taxpayer Services at the address or number below. Iowa City does not have a local option sales tax. A use tax is imposed when property purchased out of state for use in Iowa is brought into Iowa. Every out-of-state retailer who maintains a place of business in Iowa and/or who makes tangible personal property or taxable services must obtain a ret~iler's use tax certificate. The certificate is free of charge. CONTACT: Iowa Department of Revenue and Finance, Taxpayer Services, P.O. Box 10457, Des Moines, Iowa 50306-0457. If calling from Iowa City, elsewhere in Iowa, or from the Omaha or Moline- Rock Island calling areas, call toll free: 1-800-367-3388. If calling from the Des Moines metropolitan area or from out of state, call (515) 281-3114. HotelfiVlot l Tax Iowa City has adopted a local option hotel/motel tax. The tax is assessed on the renting of sleeping rooms in any hotel, motel, inn, bed and breakfast, public lodging house, rooming house, tourist court, mobile home or in any place where sleeping accommoda- tions are furnished to transient guests for rent. These rentals are 25 24 Institute for Social and Economic Development 1901 Broadway St., Suite 313 Iowa City, IA 52240 (319) 338-2331 Founded in 1987, the Institute for Social and Economic Deve!op- ment (ISED) is a private, non-profit organization that provides training and technical assistance in Iowa and western Illinois. ISED focuses on micro-level businesses (5 or fewer employees including the owner) where capital needs are less that $25,000 (and usually less than $10,000). Special emphasis is placed on individuals and communities with limited access to economic resources. Since 1988, ISED has helped clients start or expand over 475 businesses and 70% are still operating. ISED offers a 13-week training program that focuses on assisting participants with analyzing the feasibility of the business,' preparing a business plan and a~-~essing financing. ISED's business trainers and consultants work with prospective entre- preneurs from the birth of the business idea to the day of the business start-up. Participants who complete business phius receive assistance in securing financing. The three primary sources of financing are: commercial banks, the Iowa Department of Economic Develop- mentq and ISED's loan guarantee fund. ISED clients have obtained over $2.2 million in financing - more than half of that from commercial banks. ISED's relationship with clients does not end atter business start- up. Free consultation, technical assistance and workshops are offered to microenterprlse owners across the State of Iowa. SCORE 210 Federal Building P.O. Box 1853 400 S. Clinton St. Iowa City, IA 52240 (319) 338-1662 SCORE is the Service Corps of Retired Executives and is spon- sored by the Small Business Administration (SBA). It is a non- profit association pre-~iding free business counseling to anyone wanting to start a new business or anyone presently operating a business. SCORE is a nationwide organization with 13,000 retired and active executives in 400 chapters. The Iowa City Chapter has 15 members, who are ready to offer free confidential counseling, at any time. In addition, SCORE periodically conducts seminars and workshops that cover msjor considerations for running a business. Contact the SCORE office to find out when and where these workshops are held. The Service Corps of Retired Executives is a resource for the business community through its counseling, seminars, and workshops. 10 Construction in the Rights-of-Way Any construction activity that requ/res construction equipment to occupy the public right-of-way should be coordinated with the Public Works Department. Excavation within the public rights~of- way requires an excavation pe~-niit from the Public Works Depar~u,ent. A refundable deposit is required to ensure testara- tion is completed. CONTACT: Department of Public Works, (319) 3~6-5140. Easement For Use of the Sidewalk/Public Right- of-Way In order to better comply with the Americans with Disabilities Act (ADA), the City Council may grant an easement for the use of sidewalks or public right-of-way to make local businesses physi- cally accessible to persons with disabilities if physical limitations prevent accommodations on private property. The Department of Housing & Inspection Services should be contacted about specifi- cations for accessibility. If an easement for use of the sidewalk or public right-of-way is the preferred option, a written request with construction drawings must be submitted to the Department of Public Works for City Staff review and City Council approval. CONTACTS: Housing & Inspection Services, (319) 356-5120; Department of Public Works, (319) 356-5140. Construction Trades Licenses In Iowa City, a license is required to work as a pl~mbing contrac- tor, electrical contractor, sewer and water installer, or sign erector. Licenses are issued through the Housing & Inspection Services Department. An application, an application fee, and yearly renewal fee are required for all of the above licenses. In addition, a test and test fee are required for plumbing contractors, electrical contractors, and sewer and water installers. CONTACT: Housing & Inspection Services, (319) 356-5120. 23 which may be paid in three installments, with the first install- ment due before the certii~cate of occupancy is issued. CONTACT: Housing & Inspection Services, (319) 356-51~.0. Sign Permits Most commercial and industrial signs visible to the public from a street or public right of way require a sign permit. A sign permit is required for any new signs or any change in the face or struc- ture o£an existing sign. Signs and banners for special events also require a sign permit. The use of a special events sign or banner is restricted to no more than four times a year and for a single duration of no more than 30 days. Certain types of signs, such as roof signs and swinging signs, are prohibited. A few types of signs do not require a pe~-~r, lt, although the size and placement of the sign may be regulated. CONTACT: Housing & Inspection Services, (319) 356-5120. Certificate of Occupancy A certificate of occupancy is required for any new structure or for any change in use. The certificate of occupancy certifies that at the time of issuance, the structure was in compliance with various ordinances regulating building construction or use and the City Zoning Ordinance. The cert/ficate of occupancy is the conclusion of the building permit process. Sometimes no building permit has been required, though a certificate of occupancy is still necessary to occupy the building. Temporary certificates of occupancy are issued for an additional fee ifa project is not completed but is safe to occupy. CONTACT: Housing & Inspection Services, (319) 356- 5120. Licenses ond Permits Business License Iowa City does not require a general business license. However, some businesses are required to obtain a license or permit to operate. The following is a brief description of permits and licenses that are required. Home Occupation Iowa City does not require a license or permit for operating a business in the home, however home occupations are regulated. The regulations do not specify the exact type of occupation or pro~ession permitted except to say that they must be accessory (incidental) to the residential use of the premises and must be carried on by a person residing on the premises. To ensure that the business is a legal use, it is recommended that a written proposal be submitted to the Housing & Inspection Services Department for review and approval. CONTACT: Housing & Inspection Services, (319) 356-5120. Alcoholic Beverages For businesses that involve the sale of alcoholic beverages, a Liquor License or Beer Permi~ is necessary. A Dancing Permit is required for dancing in connection with the sale of alcohol. Selling alcohol outdoors on private property requires an Outdoor Service Area permit; selling alcohol, food, or beverages on City owned property requires approval as a Sidewalk Care. Applica- tions for all of the above are obtained from the City Clerk's office. Along with the application and application fee, a number of requirements must be met before new or renewal licenses and permits are issued. CONTACT: City Clerk's Office, (319) 356- 5040. Cigarettes A Cigarette Permit is required to sell, dispense or disperse cigarettes. This includes cigarettes sold in a vending machine. Along with the application and application fee, the business owner has certain obligations to fulfill under Iowa City's Cigarette Education Ordinance. CONTACT: City Clerk's Office, (319) 356- 5040. Taxicab, Pedicab~ or Horse-Drawn Vehicle A permit is required to own and/or operate a tozcicab, pedicab, or horse-drawn vehicle. A number of requirements must be met before the application and application fee can be processed by the City Clerk. CONTACT: City Clerkfs Office, (319) 356-5040. P~es*auront~ Food, or Vending Machine A permit is required for any kind of food related business, including grocery stores, restaurants, food carts, and vending machines. Building and equipment plans must be approved by the Johnson County Department of Public Health before con- struction or remodelling occurs. When a change in ownership occurs, a new permit must be obtained because the permits are nontransferable. After a permit has been issued, the County Health Department conducts regular inspections. An annual inspection fee is required to cover the cost of the regular inspec- tions. CONTACT: Johnson County Department of Public Health, (319) 356-6040. Other Health Department Pet-mits The Johnson County Department of Public Health regularly inspects businesses that affect public health. Construction and remodelling plans for hotels and motels, and licensed daycare centers must be approved by the County Health Department. 12 not required for minor site plan reviews, which are required for all developments that do not require a major site plan. The site plan review process for a minor site plan usually takes one to two weeks. The City has an obligation to approve or deny a major site plan within 21 working days, although the average review process takes less time. CONTACT: Housing & Inspection Services, (319) 356-5120. Building Permits Most physical changes to cornmercial and industrial development require a building permit. A building permit is required for any new construction, any change in use, and most remodelling. A demolition permit is required for the demolition of part or all of a structure. A permit fee is collected at the issuance of the permit. CONTACT: Housing & Inspection Services, (319) 356-5120. Plumbing, Electrical or Heating Pet-mits Most plumbing, electrical, or mechanical changes to a building require a permit. A permit fee is collected at the issuance of the pe:¥~-~it. CONTACT: Housing & Inspection Services, (319) 356- 5120. Parking Facility Impact Fees A parking facility impact fee, which deals with off-street parking requirements, is required for development in most of the Near Southside Neighborhood. The Near Southside is bound by Burlington Street to the north, Madison Street to the west, Gilbert Street to the east, and the Iowa Interstate Railway main line to the south. The revenues from the impact fee are used by the City to provide parking facilities in the Near Southside. A formula is used to determine the amount of required off-street parking and the amount of required parking impact fee. The Department of Housing and Inspection Services collects the fee, 21 approval. The rezoning process takes approximately 12 weeks from the time the application is filed to the final decision of the City Council. CONTACT: Urban Planning Division, (319) 356- 5240. Special Exceptions Each zoning district contains a list of per,~itted and provisional land uses that may be established on a preperty if the zoning requirements, such as building height and parking spaces, are adhered to. Each zoning district also contains a list of special exceptions. Special exceptions are not permitted by right in a zone, but after review by the Board of Adjustment may be allowed, if there are no negative impacts on nearby proper~es, or if any negative impacts may be ameliorated. ][£a special exception is needed, the Urban Planning Division should be contacted for a consultation. An application and application fee must be filed with the City Clerk. After the application is submitted, the staff reviews and makes a recommendation to the Board of Adjust- ment. The Board of Adjustment holds a public meeting on the item, then approves, approves with conditions, or denies the special exception. The process takes approximately one month from the time the application is filed to the final decision of the Board of Adjustment. CONTACT: Urban Planning Division, (319) 356-5240. Site Plan Approval The Department of Housing & Inspection Services should be contacted to obtain current information concerning submission and review of required site plans. Site plans are required for construction of new buildings, remodelling, or for any change in use of an existing building. A fee is required for review of major site plans, which are required for nonresidential developments over I0,000 square feet of floor area. The fee is collected when the site plan is submitted to Housing & Inspection Services. A fee is Hotels and motels are inspected regularly and licensed daycare centers are inspected annually. An annual inspection fee is required for both to cover the cost of the inspections. Swimming pools inspected by the County Health Department include: public swimming POols and spas; hotel/motel pools and spas; public schools; and community facilities. An annual inspection fee is required. Approval for swimming pool construction and remodel- ling is through the State Department of Public Health. CON- TACT: Johnson County Department of Public Health, (319) 356- 6040. 20 13 14 Development Process anal Permits Zoning The City of Iowa City has designated various areas thmugh~ut the city as appropriate for industrial and commercial uses. When looking for a business location, it is suggested that these areas be considered first. The Department of Housing & Inspection Services supplies general info,-~,-,ation on zoning and allowable land uses in various zoning categories. Most information is available over the phone or in person for no fee. Information on rezoning property is provided below under "Rezoning". CON-' TACT: Housing & Inspect/on Services, (319) 356-5120. Rezoning ... In the event a business location is des/red on property that i~ not suitably zoned, the City may in some cases grant a rezoning. The City's dec/sion to grant a rezoning will be based on the compre- hensive plan, compatibility of the proposed zone with nearby zones, the adequacy ofc/ty infrastructure and services in the area, and public input. To discuss a potential rezoning, contact the Urban Planning Division of the Plann/ng and Comm~_~_nlty Development Department. After consulting with staff, an application and fee must be filed with the City Clerk. After the application is filed, the staff prepares a report evaluating the proposed rezoning and makes a recommendat/on to the Planning and Zoning Commission to approve or deny the application. The Planning and Zoning Commission has two public discussions at which cii/zens and property owners have the opportunity to comment on the proposed rezoning. The Planning and Zoning Commission then makes a recommendation to the City Council. The City Council holds a public hearing on the issue. If the Council decides to approve a rezoning, three readings of the ordinance are required before final 19 18 Utilities Water/Sewer The City of Iowa City supplies water and sewer service to businesses within the city limits. To order new service for an existing line, contact the City Treasury Division. A service card and deposit are required before service can begin. CONTACT: City Treasury Division, (319) 356-5066. When new water lines and sewer lines are involved, the contractor generally orders water and sewer service. Applications are required for water and sewer connect/ons. CONTACTS: Water Division, (319) 356-5160, for informat/on on water connections; Building Inspection Division, (319) 356-5126, for information on sewer connections. Water leaks should be reported to the Water Division Service Department. Water Div/sion personnel determine the location of the water leak. The property owner is responsible for the repair costs for water leaks from the water main to and within the property structure. For billing questions concerning excessive water usage due to leaks, contact the Treasury Division. CON- TACTS: Water Division Service Depa~t~ent, (319) 356-5166; Treasury Division, (319) 356-5066. When temporary water is needed for construction, new st~ucturss will be given a utility account and will be billed "on construction" fees as soon as the tap is made on the water main. CONTACT: Water Division, (319) 356-5160. Contact the Wastewater Division, to report sewer leaks, bad smells, backed-up or plugged sewer lines, or any other type of complaint. The property owner is responsible for repairs and maintenance costs from the City main to and including the building. Billing questions are referred to the Treasury Division. 15 CONTACTS: Division, (319) 356-5066. Wastewater Division, (319) 356-5177; Treasury small portion of southern Iowa City. The telephone number for Eastern Iowa Light and Power is (319) 732-2211. Sanitation/Recycling Telephone Private waste haulers provide sanitation and recycling services to businesses in Iowa City. Businesses should contract with a private hauler for sanitation services. Waste haulers serving Iowa City include: U.S. West Communications is the local phone company for Iowa City. To order phone service for your business or to install service at a new address, call 1-800-603-6000. *Halstead's Hauling (319) 354-8447 ,Hawkeye Waste Systems (319) 351-5932 *Iowa City Clean-up and Transfer Inc. (319) 358-9000 -Jim's Refuse Service Corp. (319) 351-7774 -Johnson Co. Refuse (319) 628-4498 ~K & D Hauling (319) 626-6894 'N & N Sanitation (319) 354-2535 For recycling services, refer to the sanitation services above, or contact: · City Carton Co. Inc. (319) 351-2848 · Johnson Co. Recycling Center (319) 338-5620 Contact the Iowa City Sanitation Department for info~-~,ation regard/rig hazardous material regulations, landfill material bans, and special waste authorization. CONTACT: Sanitation Depart- ment, (319) 356-5180. Gas and Electricity MidAmerican Energy Company serves most of the Iowa City area for gas and electricity. Contact MidAmerican at (319) 338-9781 fo~ information on hook-up for either a new building or existing address. Eastern Iowa Light and Power Cooperative serves a 16 17 Janua~ 4,1996 CITY OF I0 WA CITY Wendy Ford Convention and Visitors' Bureau 408 First Avenue Coralville, IA 52241 Dear Wendy: The City of Iowa City has budgeted $5,000 for the Iowa Arts Festival and $5,000 for the Jazz Festival in each Fiscal Year (FY) 1997, 1998 and 1999. These payments are to be deducted directly from the hotel/motel tax monies that are paid to th~ Conventi.on and Visitors' Bureau (CVB). This is similar to what is occurring in the FY1996 budget. The deductions to the CVB will be spread over the twelve months. The hotel/motel quarterly payment of 25% to the CVB will be reduced by $2,500 each time a hotel/motel tax payment is made. Please call me at 356-5052 if you have any questions. Sincerely, DonaldJ~~.Yu a. Finance Directol ~ City Ma age City Clerk actl.3 dy Council on Disability Rights and Education 5. 6. 7. 8. MEETING AGENDA JANUARY 9, 1996 - 10:00 A.M. CITY COUNCIL CHAMBERS CIVIC CENTER - 410 E. WASHINGTON ST. IOWA CITY, IA 52240 Introductions Approval of Minutes Subcommittees/Reports a. Housing b. Transportation c. Public Accommodations d. Public Relations Other Reports Select Nominating Committee for Board of Directors Other Business Next Meeting Agenda - February 6, 1996 Adjourn CC: Iowa City City Council Johnson County Board of Supervisors mgrtasst~,cdm 1-9.egd CDRE MISSION STATEMENT The Council on Disability Rights and Education (CDRE) is a non-profit educational organization dedicated to accessibility, full participation and inclusion of persons with disabilities. Our mission is to act as a comprehensive, community-wide educational resource for promoting disability awareness, to provide technical assistance and to encourage compliance with disability civil rights legislation. Our goal is the attainment of community-wide accessibility and the full participation of persons with disabilities to all facilities and services within our community. Council on Disability Rights and Education Board of Directors Election Proposed Timeline 12/$195 Annual Meeting & Board Election: April 2, '1996 Step 1 Step 2 Step 3 Step 3 Name a Nominating Committee (90 days prior) Board Nominees presented to CDRE membership (30 days prior) Additional names may be submitted (14 days after nominees are presnted) Ballots Mailed to Membership (14 days prior to the election) Step 4 Election Mamh 3 March 17 March 21 April 2 Council on Disability Rights MEETING MINUTES DECEMBER 5, 1995 and Education Present: Mace Braverman, Linde Carter, Loren Schmidtt, Marjorie Hayden Strait, Orville Townsend, Kevin Burt, Keith Ruff, Len Sandler, Doris Jean Sheriff, Ann Shires, Anne Rawland, Dale Helling Those present introduced themselves, Minutes of the November 7, 1995, meeting were approved as written, SUBCOMMITTEE REPORTS: Housing: Kevin Burr indicated that the committee had conducted a few more surveys and that a more complete report will be available next month, be Transportation: Linda Carter reported that this committee will now meet on the second Wednesday of each month. At its most recent meeting, several issues were discussed, including bus stops near the North Dodge Street Hy-Vee and at Cub Foods, both of which may be hazardous for individuals who use the lift equipment. She indicated that bus drivers will generally stop in a safer place if necessary. It was further related that the City will be making a decision soon regarding budget cuts and how they will affect the mass transit service, noting that both the Coralville Transit system and SEATS run until midnight in Coralville. Iowa City Transit is putting its schedule on tape. A question was raised regarding situations where there are two persons who use wheelchairs on a bus and a third person using a wheelchair wishes to board. Noting that the current practice is that the third individual will have to wait for service, a local policy will be decided on or about December 22. It was additionally noted that the City of Iowa City will be using both local taxicab operators during the winter months. The transportation committee will not meet in December. Marjorie Hayden Strait indicated that her observation is that all bus drivers do not make the same accommodations for individuals who use wheelchairs. She questioned how the CDRE might convey this information to the Transit Department and request that accommodations be made consistently. Mace Braverman suggested that the transportation committee draft a letter to the Transit Director with a copy to the Mayor. A motion was passed in this regard. Public Accommodations: Kevin Burt indicated that audits are continuing but that not too many would be completed during December. The committee will be finalizing a draft of the brochure listing businesses and addresses, as well as contact persons, indicating the level of accessibility for each business and a rating key to explain each rating level. Mace Braverman questioned whether or not any auditing or inspection of new construction was being done. He suggested that this group might have some role in assisting the City Department of Housing and Inspection Services in reviewing new development plans for accessibilitv and making recommendations regarding the same. There was discussion on how this might be accomplished. Keith Ruff indicated that any effort made should take a positive approach. It was suggested that a memoran- dum from the public accommodations committee to the HIS Department advise of our availability and willingness to provide technical assistance. Len Sandler suggested that perhaps by the time someone applies for a building permit, it is too late to have meaningful input in that their plans are sometimes in final or near final form. He suggested that we should perhaps focus on the construction industry, specifically 2 builders and architects, who are involved at an earlier stage. He suggested this might be accomplished through the Chamber of Commerce, wider distribution of brochures, etc. d. Public Relations: This committee has not met since the last CDRE meeting. OTHER BUSINESS: Mace Braverman passed out a proposed timeline for completing the process of election of a Board of Directors. All agreed that the timeline appeared appropriate and was acceptable with the exception of changing the January meeting from the 2nd to the 9th. Len Sandler suggested that this organization might wish to pursue the use of student legal interns to work with subcommittees regarding policies, lobbying efforts, etc. Noting that some entities find it difficult to respond when several organizations or advocacy groups are making different and even conflicting requests for public and private services, there is a need. to have a more unified approach. Use of interns as suggested might help to accomplish this. There was a general observation that the CDRE should perhaps seek a more diversified representation from the communiW as we seek to get more people involved. It was suggested that this needed to be a major focus of the public relations committee in broadening our outreach efforts. The next meeting will be on January 9, 1996, rather than on Januar~ 2. Meeting adjourned at 11:15 a.m. Council on Disability Rights and Education BYLAWS OF THE COUNCIL ON DISABILITY RIGHTS AND EDUCATION ARTICLE I - GENERAL Section 1. Name This organization shall be known asthe Council on Disability Rights and Education, hereinafter referred to as the CDRE. Section 2. Purposes The CDRE is organized as an educational and advocacy council for the purposes of: a. Educating individuals and entities about the rights of persons with disabilities. b. Encouraging and assisting businesses to be accessible to and usable by persons with disabilities. c. Encouraging compliance with the Americans with Disabilities Act (ADA). d. Making recommendations to governmental and non-governmental agencies. ARTICLE II - MEMBERSHIP Section 1. Eligibilitv Any persons interested in the activities of the CDRE are considered at-large members. All persons serving on a committee (Article V, Section 1 ) are considered voting members of the CDRE. The voting membership must include persons with disabilities; however, member- ship shall not be limited to persons with disabilities. Also, the "Charter Membership" of the CDRE shall be considered voting members. For the purpose of implementation of these By-laws, the "Charter Membership" of the CDRE shall be the "Current Membership" as listed on the attached list of charter members. Section 2. Election Application for at-large membership shall be made by attending a meeting and expressing an interest in the CDRE. Application for voting membership shall be made by attending a meeting and volunteering to serve on a CDRE committee. Final approval of applications for voting membership shall be made by a majority vote of the Board. Section 3. Termination Voting membership may be terminated at the recommendation of a committee as presented by that committee's chair and approved by a majority vote of the Board. 2 Section 4. Voting Restrictions of Members Every member is entitled to one vote in any election, referendum or meeting of the CDRE. No voting by proxy shall be permitted. Ballots will be mailed to the address provided (and updated) by each member. ARTICLE III - MEETINGS Section 1. Annual Meetinq The Annual Meeting of the CDRE shall be held in September. Section 2. Special Meetinas Special meetings of the CDRE may be called by the Chair, by a majority of the Board, or upon petition in writing of five percent of the membership. Notice of special meetings shall be mailed to each member at least ten (10) days prior to such meetings. Section 3. Quorums The following are the quorum requirements for conducting meetings: At an annual or special meeting of the CDRE membership, a quorum will be called when the attendance is ten percent (1 0%) or greater of the C.DRE membership. At any meeting of the Board of Directors, a quorum will be called when the attendance is more than fifty percent (50%) of the voting members of the Board. At any committee meeting, a quorum will be called when the attendance of the committee is more than fifty percent (50%) of the voting members of a committee. ARTICLE IV- BOARD OF DIRECTORS Section 1. Power and Responsibilities The management and policy making responsibilities of the CDRE shall be vested in the Board of Directors. Section 2. Composition of the Board The Board of Directors shall be composed of thirteen (1 3) members of which at least five (5) shall be persons with disabilities. The Board of Directors, by a majority vote, may add additional ex-officio members. Ex-officio, non-voting members may be the named person or their designee. Section 3. Meetinqs The Board of Directors will have the following meetings: ao Within thirty (30) days after the Annual Meeting, the Board of Directors for the next year will meet to qualify and elect the following officers: Chair, Vice-Chair, and Secre- tary. Regular meetings of the Board of Directors shall be no more frequent than monthly. In addition, special meetings may be called by the Chair at the written request of any five (5) directors, Notice of special meetings (including the purpose of the meeting) shall be given to each director at least three (3) days prior to said meeting. A simple majority of those present shall decide any questions unless these bylaws require otherwise. Section 4. Procedures for Nomination of Candidates Board nominations will be made by a Nominating Committee selected by the Board. The Nominating Committee will be named at least 90 days prior to the annual election and composed of five (5) members, including at least two (2) individuals drawn from the general membership. Nominees must be presented to the membership at least thirty 30 days prior to the election. Additional candidates for Director may be nominated by notifying the Board of Directors, in writing, within 14 days of the presentation to the membership of the slate of nominees by the Nominating Committee. Section 5. Candidates All candidates for Director must be a member in good standing of the CDRE. Section 6. Ballots The ballot shall be prepared by the Secretary and shall contain the names of candidates nominated by the Nominating Committee, listed in alphabetical order. Ballots shall also include the date and location of the Annual Meeting and any other information deemed necessary by the Nominating Committee and approved by the Board. Section 7. Election The Secretary shall mail the official ballots fourteen (14) days prior to the Annual Meeting to all members of the CDRE. Ballots shall be returned, in person, to the Annual Meeting. The election will be declared closed by the Chair at the start of the meeting. Ballots will be tallied by the Nominating Committee with results announced prior to the end of the Annual Meeting. Section 8. Board Terms The terms of the Board members are: Initially two (2) years for seven (7) Directors and one (1) year for six (6) Directors. Thereafter, all terms are two (2) years. 4 b. Limited to two (2) consecutive terms, with the exception of the initial six (6) one-year Directors, who may serve three (3) consecutive terms. The unexpired term of a Board member being replaced, should an appointed be re- quired to fill a vacancy. Section 9. Vacancies of the Director Unexpired terms of the Board of Directors shall be filled by an individual who has been nominated by the Board and approved by a majority vote of the Board of Directors at a regularly scheduled meeting. Section 10. Removal of Directors Directors may be removed by a two-thirds (2/3) vote of other Board members for failure to perform the duties of a Director. Three (3) consecutive unexcused meeting absenses shall be deemed failure to perform such duties. · ARTICLE V - OFFICERS Section 1. Officers The officers of the CDRE shall be the Chair, Vice-Chair and Secretary. All the officers shall be voting members of the Board. Section 2. Nominations and Election of Officers As set out in Article IV, Section 3, within the thirty (30) days after to the Annual Meeting, the Board of Directors for tho next year will meet to qualify and elect the following officers: Chair, Vice-Chair, and Secretary. Section 3. Determination of Officers Chair: The Chair shall be the head of the CDRE and shall preside at the meetings of the membership and the Board of Directors. The Chair, with the advice and counsel of the Vice-Chair, and the Secretary, shall determine the need for an ad-hoc committee subject to the approval of the Board of Directors and shall select all ad-hoc committee chairs and assist in the selection of ad-hoc committee personnel. The Chair shall serve as the chair of the Executive Committee. With approval of the Board of Directors, the Chair shall sign all instruments. bg Vice-Chair: The Vice-Chair shall serve as the first assistant to the Chair of the CDRE performing the duties of the Chair when the Chair is absent. Go Secretary: The Secretary shall serve as the documentarian for the CDRE, which includes sending notifications and preparing minutes. The Secretary may, as appropri- ate, enlist the assistance of governmental or non-governmental agencies. 5 Section 4. Executive Committee The Executive Committee shall consist of the Chair, Vice-Chair and Secretary. The Executive Committee shall act for the Board of Directors between regular meetings of the Board or in the absence of a quorum, thereof, except with respect to Article VIII, Section 1. Section 5. Removal of Officers Any officer may be removed by a two-thirds (2~3) majority vote of the Board of Directors for failure to perform duties as required herein. Section 6. Fillinq a Vacancy In the event that a vacancy is created by removal, termination, or death, it shall be filled by nominations by the Board of Directors and majority vote of the Directors. ARTICLE VI - COMMITTEES Section 1. Appointment and Authority Committees shall elect chairs annually, within thirty (30) days after the Annual Meeting. It shall be the function of the committees to make investigation, conduct studies and hearings, make recommendations to the Board of Directors and to carry on suqh activities as may be delegated to them by the Board. The Chair (or his/her agent) shall be an ex-officio member of all committees, unless otherwise provided. Committee meetings may be called at any time by the Executive Committee or by the committee chair. Section 2. Limitation of Authority No committee shall take or make public any formal action, or make public any resolution, or in any way commit the CDRE on a question of policy without first receiving approval of the Board of Directors. Special committees shall be discharged by the Chair when their work has been completed and their reports accepted, or when, in the opinion of the Board of Directors, it is deemed wise to discontinue the committee. ARTICLE VII - PARLIAMENTARY PROCEDURES Section 1. Authority The proceedings of the CDRE shall be governed by and conducted according to Robert's Rules of Order as revised. The Parliamentarian of the Board of Directors shall be the Chair (or a designee). Section 2. Seal The CDRE shall have no seal. 6 ARTICLE VIII - AMENDMENTS Section 1. Revisions These bylaws may be amended or altered by: 1. three-quarters (3/4) vote of the full Board of Directors or, 2. by a two-thirds {2/3) vote of members present at any regular or special meeting of the CDRE called for that purpose, provided 30 day notice has been given to the entire membership. mgr~asst~cdrebylw 1 216195 ~/~DECEMBER 1995 : BUILDING PERMIT INFORMATION, CITY OF I0 WA CITY KEY FOR ABBREVIATIONS Type of Improvement: ADD Addition ALT Alteration DEM Demolition GRD Grading/excavation/filling REP Repair MOV Moving FND Foundation only OTH Other type of improvement Type of Use: NON Nonresidential RAC Residential - accessory building RDF Residential - duplex RMF Residential - three or more family RSF Residential - single family MIX Commercial & Residential OTH Other type of use ADD NON 0 0 $ 3S000 BLD95-0685 TERRY ROBINSON 1121 PHEASANT VALI~Y ST 13'8~ X 14'3# SCP. SEN PORO{ ADD RSP I 0 $ 35000 ADD .RSF i 0 $ 12000 ADD P~F 1 0 $ 11200 ADD RSF I 0 $ 6000 ADD RSF 1 0 $ 3912 ADD RSP 1 0 5 2000 ADD RSF pe:Tait, s: 6 $ 70112 ALT NON 1 0 $ 30000 ALT NON 1 0 $ 15000 ALT NON 0 0 $ 7500 ALT NON 0 0 $ 4000 ALT NON 0 0 $ · 500 ALT NON permits: S $ S?000 ALT RMF 0 0 $ 1800 0 0 $ 1500 From: 12/01/95 Permit Applican~ name Address Type Type Stories Units Valuation No. Impr Use ALT RMF 0 0 $ 1000 BLD95-0691 JASON LEE ALT RSF 0 0 $ 9090 ALT RSF 0 0 $ 1000 ALT RSF permits: 3 $ 19500 GRD RSF 0 0 $ 0 NEW NON I 0 $ 500000 NEW NON 1 0 $ 13000 NEW NON permits: 2 S 513000 NEW RAC 1 0 $ 25000 NEW RAC permits: 2 $ 36904 NEW RDF 2 2 S 268300 ~EW RDF permits: I 2 $ 260300 NEW ~24F 2 8 $ 200000 Date: 01/02/96 From: 12/01/95 Pez~: Applicant name Address Type Type Stories Units Valuat£on NO. Impr Use BLDg5-0710 I~IN KIIYdRLL 709 pRppER DR $-F.D. WITH TWO CAR GARAGE ~ RSp 2 1 $ 525000 lflrd RSF 2 1 $ 195405 I~ RSP 2 1 $ 186720 NEW ~F 1 1 $ 91110 1~ RSF I . 1 $ 71040 TCI OF ERSTERN IA ID:3195515839 3RN 03'96 15:07 Nn.005 P.02 TCI of Eastern Iowa REMINDER ]an.~/3,1996 Dear City Council: As par~ of our continuing commitment to education and public service, TCI will sponsor a visit by the C~PAN School Bus, The 4§-foot motor coach, a traveling TV studio and media demonstration center, is visiting our community on C-5PAN's Campaign '96 tour of America's schools and able systems. We have arranged for the Bus to be parked in the parking lot north of the city parking ramp and south of the libratad in Iowa City on January 8th from 2:00 pm to 6:00 pro. Through tours and presentations aboard the Bas, teachem and students in our community will learn how C-SPAN and its campaign and election programming can be used in the classroom. While the Bus is on the campaign trail, C-SPAN follows it progress by televising on-air updates and short programs from various places of historical interest. Campaign and election programming will aho air live from the Bus as it stops at campaign sites across the country. Amelia's cable television compeni~ created C-SPAN in 1979 to provide live, gavel- to-gavel coverage of the U.S. House of Representatives. With in-depth coverage of the campaign and election process, the executive and judicial branches of government, and other national and international public affairs programming, OffPAN viewers receive a comprehensive public affairs picture. C-SPAN airs locally on channel 17. All of the programming produced by the network is commercial-free and copyright. cleared for educational use. We are proud that our support of C-SPAN makes these programs available for use by our local educators. If you have any questions or need any further details, please feel free to contact me at 351-3984. Sincerely, TCI of Eastern Iowa William Blough Gener~l Manager From ~o hogarty 12-29-95 l:31p. p. 2 oF 4 Johnson Couni7 Charlos D. Duffy, Chairperson Joe Bolkoom Stophen P. Lacina Don Sehr Sally Slutsman BOARD OF SUPERVISORS January 2, 1996 INFORMAL MEETING A~enda 1. Call to order following fi~e formal organizational meeting. 2. Review of the formal minu~es of December 28th. 3. Business from the County Engineer. a) Discussion re: 540th Street. b) Other request to vacate a portion of Maier Avenue North of 4. Business with the Legislators with the upcoming legislation/discussion. 5. Business from the Board of Supervisors. a) Discussion re: devolution teleconference spomorcd by NACo. b) Discussion re: appointments to the Cluster Board/Social Welfare Board and Compensation Commission. c) Reports d) Other 913 SOUTH DUBUQUE ST. P.O. BOX 1350 IOWA CITY, IOWA 52244-1350 TEL: (319) To: TO'~ CTTY CLERK From: ~o hogarty 12-29-95 l:31pm p, 3 oF 4 Agenda 1-2-96 Page 2 6. Discussion re: of the following budgets: a) Zoning (19) b) Physical Plant (17) Conservation Board (24) d) Special Resource Enhancement (32) e) Other 7. Continuation of informal meeting January 3, 1996. a) Information Services (07) b) Ambulance (01) Emergency Medical (31) d) Recorder (11) e) Sheriff (08) f) Law Enforcement Proceeds g) Disaster Services (09) h) S.E.A.T.S. (12) i) Veterans Affairs (50) j) Human Services (45) k) Mental Health (42) 1) ICFhMR~esidential (43) m) Auditor (03) n) Elections 03) o) Mapping 05) p) Central Services (18) q) InstitutionalAccounts (41) r) Workers Unemployment Comp/rort (22) s) Medical Examiner (10) t) Block Grants (20), (21) and (23) u) County Attorney (02) v) Court Services (28) w) Prosecutor Forfeit (69) Juvenile Crime Grant y) Other To: IO~ CI~ CLERg Agenda 1-2-96 Page 8. Continuation of informal meeting January 4, 1996. a) Board of Supervisors (05) ,-: b) County Farm (25) :.. c) Cordlap (34) ~ .--. d) Soft Comerration (23) .... e) Secondary Roads (49) .. f) Reservoir Roads Trust (81) --- g) Weed Eradication (55) h) Other 9. Continuation of informal meeting January 5, 1996. a) Treasurer (14) b) Historical Society (20) Other I0. Continuation of informal meeting January 8, 1996. a) Health (04) b) Comervarion Trust (82) c) Other l 1. Discussion'from the public. 12. Recess. To: ~0~ C~TY CLERg F~om ~o hooa~%¥ 1-3-98 8:5?aa p. ~ oF 3 Johnson Counb' Don Sohr, Chairporson Joe Bolkcom Charles D. Duffy Stephon P. Lacina Sally Stutsman BOARD OF SUPERVISORS January 4, 1996 1. Call to order 9:00 a.m. 2. Action re:claims 3. Action re: FORMAL MEETING Agenda the formal minutes of December 28th. 4. Action re: payroll authorizations 5. Business from the County Auditor. a) Action re: permits b) Action re: reports c) Other 6. Business from the Assistant Zoning Administrator. a) Action re: requesting Board of Supervisors approval of a contract offered by East Central Iowa Council of Govemments to create a new comprehensive plan for Johnson County. b) Other 7. Business from the County Attorney. a) Report re: other items. 913 8OBTH DUBUQUE ST. P O. BOX 1350 IOWA CITY, IOWA 52244-1350 TEL: (319) 356-6000 FAX:(319) 356-6O86 To'* IO~ CITY CLF. R]( Agenda 1-4-96 Page 2 8. Business from the Board of Supervisors. a) Action re: setting public hearing for Road Vacation 1-96 for Thursday, February 1, 1996 at 9:00 a.m. (A portion of Maier Avenue SW beginning at its intersection with 540th Street; thence Northerly approximately 1/4 mile.) b) Resolution authori~.iug the County Engineer to act on behalf of the Board of Supervisors re: farm-to-market construction projects/discussion/action. c) Resolution re: authorizing IDOT to hold lettings on farm-to-market projects/discussion/action. d) Resolution re: closing ofroads/di.~cussion/action. e) Action re: appointment to the Case Management Advisory Board and Mm~tal Health/Developmental Disabilities Planning Council. f) Action re: appointments to the Cluster Board/Social Welfare Board. g) Other 9. Adjourn to infernal mea~g. a) Inquiries and reports from the public. b) Reports and inquires from the members of the Board of Supervisors. Report from the County Attorney. d) Other 10. Adjournment. City of Iowa City MEMORANDUM Date: January 4, 1996 To: Mayor and City Council From: City Clerk Re: Council Work Session, December 18, 1995 - 6:30 p.m. in the Council Chambers Mayor Susan Horowitz presiding. Council present: Horowitz, Kubby, Novick, Pigott, Throgmorton. Absent: Baker, Lehman. Staff present: Atkins, Helling, Woito, Karr, Franklin, Miklo, Schoon, Trueblood, Milkman. Council-Elect present: Norton, Thornberry. Tapes: Reel 95-142, side 2; 95- 145, all, REVIEW ZONING MATTERS Reel 95-142, Side 2 Senior Planner Miklo presented the following Planning and Zoning items for discussion: SettinQ a public hearin~l for January 16, 1996, on an ordinance amendin.q the Zonincl Chapter bv chan(~in.cl the use re.qulations for a .5 acre property located at 840 Cross Park Avenue from CO-1, Commercial Office, to CC-2, Community Commercial (Sunblad). Setting a public hearin.q for January 16, 1996, on an ordinance amendinq the Zonin.q Chapter bv chan~inq the use re.qulations of an approximate .3 acre pro13ertv located at 1500 Sycamore Street from RS-5, Low Density Sin.qle-Familv Residential, to CO-1, Office Commercial (4C's). Settin.q a public hearin.q for January 16, 1996, on an ordinance amendin.q Title 14, Chapter 6, entitled "Zoninq," Article D, entitled "Residential Zones," Section 5, entitled "Nei.qhborhood Conservation Residential Zone (RNC-12)," to clarih/the number of roomers permitted in duplex units in the RNC-12 zone. Public hearin.q on an ordinance amendinq Title 14, Chapter 6, entitled "Zonin.ch" to allow recvclinq processin(~ facilities in the I-1, General Industrial, zone and related amendments. Miklo stated he will investigate if PailIon Pyrotech/Spencer Potter is considering a specific site. Public hearin.q on an ordinance amendin.q Title 14, Chapter 6, entitled "Zoninq," Article N, entitled "Off-Street Parkin~ and Loadinq," to reference the Parkin.q Facilitv Impact Fee Ordinance in the off-street parkin.q re.qulations section of the Zonin.q Chapter. Ordinance amendinq Title 14, Chapter 6, ent ted "Zonin~l," Article 5, entitled "Performance Standards," Section lOB, concemincl the location of above.qround stora.qe tanks. (First consideration) Ordinance amendin.q the Zonin.q Chapter to clarify the definition of time/temperature si.qns. (First consideration) 2 Ordinance amending the Zonina Chapter bv repealina Title 14, Chapter 6, Article J, .Section 1, River Corridor Overlay Zone. (Second consideration) Novick requested that Council consider collapsing items H, I, J, and K. Ordinance amending Title 14, Chapter 5, Building and Housing, Article H, Site Plan Review, to include a reference to the Sensitive Areas Site Plan. (_Second consideration) Ordinance amendin(~ Title 14, Chapter 5, Building and Housinch Article I, Grading Ordinance, to make it consistent with the Sensitive Areas Ordinance. (Second consideration) Ordinance amendin.q Title 6, Public Health and Safetv, Chapter 3, Weed Control, Section 3, Natural Areas, to make it consistent with the Sensitive Areas Ordinance. (Second consideration) Ordinance amending the Zoning Chapter to allow adult day care, elder familv homes, and elder qroup homes under certain conditions in Iowa City, and to chan.qe the definition of elderly. (Second consideration) Ordinance amending the Zonincl Chapter to require bicycle parking for commemial and multi-family residential developments. (Second consideration) COUNCIL AGEND/VTIME Reel 95-142, Side 2 (Agenda item #18 - Shive Hattery FEMA floodplain maps). In resp~)nse to Kubby, Schoon explained that this would update the City's floodplain maps to include all of the streams and dvers in the watershed areas. SEE COUNCIL AGENDNTIME CONTINUED. OLD CAPITOL MALL REDESIGN - TALBOTS PROJECT (agenda item #15) Reel 95-142, Side 2 Economic Development Coordinator Schoon, Talbots Representative Bill Holland, and Design Review Committee Member Laura Hawkes presented information. Schoon stated he will obtain more information regarding the moving of the Osco and theatre signs. LETTER OF DECEMBER 11 FROM BURNS AND EASTHAM/CDBG/HOME FUNDING (consent calendar 4g(1)) Reel 95-142, Side 2 Community Development Coordinator Milkman and Developer Bob Bums presented information regarding the request by the Partnership to buy existing condominiums or to construct such units. Council agreed in concept to the request subject to location and cost of the units; and asked the Housing and Community Development Commission (HCDC) to review any specific project. Staff Action: Staff will continue to work with Mr Burns and the Greater Iowa City Fellowship, (Milkman) 3 ECONOMIC DEVELOPMENT AD-HOC COMMITTEE Reel 95-145, Side 1 City Manager Atkins, Economic Development Coordinator Schoon responded to Council. Council agreed to either Stacy Pugh or Bob Elliot as the Industrial representative, and John Buchanan or David Skorton as the University representative. Staff Action: Letters sent to Pugh and Buchanan on December 19. (Sohoon) CENSUS VIDEO Reel 95-145, Side 1 City Clerk Karr presented the 1996 Special Census Video, distributed census informational brochures, and responded to comments. COUNCIL AGENDA/TIME CONTINUED Reel 95-145, Side I Novick noted that HACAP agreed to an annual contribution in lieu of taxes for their project on Broadway and asked that a letter be sent thanking them. In response to Novick, Atkins stated a water and sewer rate ordinance will be prepared in accordance with the City Attorney's December 14, 1995 memo. Novick requested that staff look at other areas including Mormon Trek and Longfellow neighborhood to use the tunnelling equipment while it is available at another City project. Novick referred to Atkins' December 14, 1995 memo regarding con. struction management- wastewater projects, and requested further explanation. City Manager Atkins presented information. o Throgmorton referred to Atkins' December 11, 1995 memo regarding Jensen tract- Harlock/VVeeber area. In response to Throgmorton, Atkins stated he will contact area residents about contributing funds to buy land for parks. 7. Throgmorton distributed a letter to Council Members regarding his 25 months in office. (Agenda item #19 - First Avenue Improvements Project and agenda item #4, g(3) letter from Bob Smith regarding First Avenue Project.) In response to Pigott, there were not a majority of Council members who wished to re-open discussion about the First Avenue Improvements Project. (Agenda item #4 g(2) Letter from Mark Ginsburg requesting funding for the Iowa City Jazz Festival.) In response to Pigott, City Manager Atkins stated $5,000 is in the budget for the Iowa City Jazz Festival. 10. (Agenda item #4 g(5) - letter from Ed Barker regarding water and wastewater rates.) Kubby requested that a response be sent to Barker explaining Council position regarding downpayment and time frame of the projects. 11. (Agenda item #17 - Revise schedule of fees and charges for Parks & Recreation services and programs.) Kubby requested that the potter and user fees be separated out of the resolution, as she will abstain from voting on those fees. 12. 13. 14. 15. 16. 17. 4 (Agenda item #17 - Revise schedule of fees and charges for Parks & Recreation services and programs.) Novick inquired about the revised fee schedule and the racquetball court fees and monthly locker rental fees not being increased. Parks and Recreation Director Trueblood explained that increasing racquetball court fees would reduce use and monthly locker fees may be eliminated due to low usage. Kubby referred to Franklin's December 8, 1995 memo regarding the Neuzll tract. Council agreed to proceed with an appraisal as outlined in the memo. Kubby referred to City Attorney Woito's December 14, 1995 memorandum regarding IDNR administrative appeal to be handled as a contested case (mercury levels). In response to Kubby, City Manager Arkins stated he will obtain information about mercury compliance in other communities. (Agenda item #4f(6) - Shared access easement agreement and a perpetual parking easement agreement for 820 and 824 E. Burlington St.) Horowitz stated the two paragraphs were inconsistent. City Attorney Woito stated she will check on it. (Agenda items ~f(4) - Letter from Becky Feuerbacher of Coralville regarding a skateboarding facility.) Horowitz noted she will respond to the letter. Horowitz noted sesquicentennial events scheduled for December 28, 1995. Meeting adjourned at 8:20 p.m. To: I0~ CI~ CL£R~ From; ~ehmon CDunb' -- 1/ 10WArn) Don Sohr, Chairperson Joe Bolkcom Charles D. Duffy Stephen P. La¢ina Sally Slutsman BOARD OF SUPERVISORS January 9, 1996 INFORMAL MEETING Agenda 1. Call to order 9:00 a.m. 2. Review of the formal minutes of January 2nd and January 4th. 3. Business from the Board of Supervisors. a) R~o~ ~ Oth~ 4. Discussion from the public. 5. Recess. 913 SOUTH DUBUQUE ST. P.O. BOX 1350 IOWA CITY, IOWA 52244-1350 TEL: (319) 356-15000 City of Iowa City MEMORANDUM Date: To: From: Re: Please January 8, 1996 City Council Madan Karr Revised Schedule for the first three months of 1996 mark your calendar accordingly: Monday. January 8, 6:30 - Budget Tuesday. January 9, 6:30 - Budget Monday, January 15, 6:30 - Work Session Tuesday, January 16, 7:30 - Formal Monday, January 22, 6:30 - Budget Tuesday, January 23, 6:30 - Budget Monday, January 29, 6:30 - Work Session Tuesday, January 30, 6:30 - Formal February ~ normal schedule as attached Monday, March 4, 6:30 - Special Work Session Tuesday, Mamh 5, 7:30 - Special Formal Monday, March 25, 6:30 - Work Session Tuesday, Mamh 26, 7:30 - Formal Please call with any questions you may have. cc: Department Directors cJet~tl)udget City of Iowa City MEMORANDUM Date: January 8, 1996 To: Mayor and Council Members From: Marian K. Karr, City Clerk Re: Revise~ Meeting Schedule for 1996 1996 January 1996 February 1996 March 1996 SM TW T F S S M TW T F S S M TW T F S I 23458 I 23 1 2 7 8 ~.9..10 11 12 13 4 5 6 7 8 9 10 3 4 {~)6 ? 8 9 14 15 ~{D17 18 1920 11 12([~)14 15 16 17 10 11 12 13 14 15 16 21 222_3..24 25 26 27 18 19 2~J~21 22 23 24 17 18 19 20 21 22 23 28 29{~..~31 25 26~..~)28 29 24 25(~27 28 29 30 31 May 1996 June 1996 July 1996 S M TW T F S S M TW T F S S M TW T F S , 2 3 4 , 1(~03 4 56 5 6~8 9 10 11 2 3 t~)15 8 7 8 7 8 I I1 12 13 12 13 14 15 16 17 18 9 10 2 13 14 15 14 15(~17 18 1920 19 20~22 23 24 25 16 17~L~J19 20 21 22 21 22 .~3.24 25 26 27 26 27 28 29 30 31 23 24 25 26 27 28 29 28 29 30 September 1996 October 1996 November 1996 S M TW T F S S M TW T F $ S M TW T F S ~ 2~4 5 6 ? 1 2 3 4 5 1 2 ~ 9 11 12 13 14 6 7 (~) 9 101, 12 3 4 ~) 36 7 8 9 15 16 1].18 19 20 21 13 14 1.~16 17 18 '9 10 1t 1 14 15 16 22 23 2(2(2(2(~25 26 27 28 20 21 2(.~.~23 24 25 26 17 18 {~)20 21 22 23 29 30 27 28 29 30 31 24 25 26 27 28 29 30 Apr,I 1996 S M TW T F S 1 2 3 4 5 6 7 8~)10 11 12 13 14 15 1_.~17 18 19 20 21 22(~.3.)24 25 26 27 28 29 30 August 1996 $ M TW T F $ 1 2 3 4 5(~ 7 8 9 10 II 12 14 15 16 17 18 $9 2~...21 22 23 24 25 26G_..~/28 29 30 31 0ecember 1996 1 2 5 6 7 8 9 10 ~ 12 13 14 15 16(~[~)18 19 20 21 22 23.~.~25 26 27 28 29 30 3(3(3(3(~ cc: Department Directors City of iowa City MEMORANDUM Date: January 8, 1996 To: City Council From: City Manager Re: Miscellaneous Budget Things to Think About - FY97-99 Library - The Library Board is pursuing an expansion and renovation of the Library. While we have more than adequate debt capacity to finance this capital construction, I am concerned about a future commitment of new staff in order to operate the newly expanded facilities. These staff expenses are a direct cost to General Fund. Airport- If your policy of "no new airport - it won't be moved" is to be sustained, I would suggest you consider how to implement the master plan - sooner than later. Stormwater Fees - While it appears the federal government will postpone its efforts to regulate stormwater, at least until 2000, we must be vigilant about the significant costs that could be thrust upon us. Currently stormwater capital projects are financed by general obligation debt and some Road Use Taxes. Many projects are financed by general fund. We need to consider how to finance these improvements in the future. IVtachlnery & Equipment Tax Exemption Economic Development With the elimination of M&E tax and the State's desire to make Iowa more attractive for economic development, in accordance with State policy, the City must think of the M&E not only as a loss of revenue, but the State's desire to see economic development occur, notably job generating economic development activities. How we respond to the state's policy has local land use and related economic ramifications. - Do we want more commercial/industrial growth? - If so, where? - We have a shortage of available industrial land. 2 - How do we pumhase (public investment) land for industrial purposes from the very revenues the State restricts? - State grand plan - cities will grow in accordance with State economic development ideals, not those determined locally. Airport/Public Works - We are in the process of preparing a plan to relocate the public works yard from its current location at Riverside Drive. The buildings are outdated, many beyond repair, and inefficiently planned. The transit building would remain. In relocating to another location, a seven acre parcel of property is created for future sale and development. The proposed relocation would be to airport property. In that the proceeds from the sale of the seven acre parcel would be used for the development of a new public works yard and other financing to be arranged, the position of the Airport Commission is the City should pay for or lease property at the airport. We will need to resolve the issue in that the City owns the airport property and therefore if we were to be charged lease and/or purchase, these monies would merely pass through the general fund to the airport Commission, reduce their subsidy, or create a financial windfall. The council will need to inform the Airport Commission of your desires with respect to the public works yard relocation to airport property and your willingness to pay for and/or lease property at the airport. Cable Television - You will need to consider your ideas, etc. concerning the 50¢ pass through available to City. I would encourage it sooner than later. The Cable companies will find every way to push the edge in their pricing and possibly make the 50¢ more difficult for us. Many ideas are floating around. 1. Joint facility for Cable and PATV. Move out of Library and Civic Center. 2. How to coordinate (read as Staff) for improved community programming, schools, senior center, city, etc. I think schools, senior center are expecting something from the 50¢ pass through. mgt~97-9[ist Date: To: City of Iowa City MEMORANDUM January 8, 1996 City Council From: City Manager Re: 1995 The following represents a summary of major Council activity for 1995: Th.e Longfellow area storm sewer and sanitary sewer reconstruction project was concluded. The project, at a cost of $600,000, involved over 1,400 feet of sanitary sewer and 2,100 feet of storm sewer. This project was intended to relieve many of the sanitary and stormwater collection problems in the Longfellow neighborhood. A similar project for the High Street/Fairview area was also initiated. That project had a cost of $300,000, The Council formally accepted the final work on the Whispering Meadows wetland park, This was one of our more unique recreational areas. The subdivision and the wetland were closely tied and created a unique recreational environment for both the neighborhood and the community, as well as managing stormwater-for the area. The City secured a vacant lot at 1109 Fifth Avenue and through the efforts of our Community Development Division were able to construct and have sold to a low income family a new home at that site. The securing of such in-fill housing sites has been most difficult. The Senior Center received a major waterproofing/masonry restoration treatment. Due to the age of the building, water was penetrating at many points and causing both external and internal damage. The $100,000 project was completed in 1995. The City concluded the purchase of the Peninsula property, approximately 208 acres located immediately west and south of the Elks Country Club. The purchase price was $2 million. This project was financed by way of a federal community develop- ment/fioodplain retention grant of $700,000 and the remaining $1.3 million from the City's 2 general fund reserves. The pumhase of the site provided for the preservation of 100 acres in the floodplain and will serve as a potential source of water for our upcoming water project. A development plan is being proposed for the upper portion of the Peninsula final disposition/sale of the site. Following a recommendation by the Mayor's Youth Employment Board of Directors, this youth employment program was formally separated from the City. They now have greater latitude in seeking funds for their operations. Previously, as an extension of a local government. they were restricted in many of their fundraising initiatives. The split was mutual and both parties agreed it was in everyone's respective interests. The City Council awarded a proposal for the construction of tattletale chains along Iowa Avenue. With the frequency of vehicles running into the Iowa Avenue railroad bridge, this is believed to be at least one effort at warning ddvere, This project was approved, although installation will not occur until the spring of 1996. The City Council saw the creation of a new Housing and Community Development Commission, which is a combination of the Committee on Community Needs and the City Housing Commission. This new commission will provide recommendations on many of the activities formerly split between the two commissions. 10. 11. The Council awarded the construction of a $500,000 landfill leachate lift station construction project. This will provide for improved capacity to pump leachate from the landfill to our wastewater treatment plant. This helps reduce the environmental degradation that can occur due to landfill leachate. The Council formally approved amendments to the Human Rights Ordinance. The amendments provide for the Commission to have authority to issue subpoenas and order discovery in cases alleging discrimination. A second amendment provides for language concerning a new protected class: gender identity. The requirement by the federal Department of Housing and Urban Development to prepare a disposition plan was approved with respect to the sale of 18 three-bedroom 3 units at 1926-1946 Broadway. HACAP has purchased this property through the use of CDBG monies, as well as other funds, and will provide transitional housing. The $750,000 will be directed to our Assisted Housing Program and replacement housing secured at a later date. 12. The City was notified that the federal HUD would provide $133,000 in additional funding to our Assisted Housing Program. These funds are for the improvement/maintenance of the City's public housing units. Known as the Comprehensive Improvements Assistance Program (CLAP), this' successful grant application will be helpful in the maintenance of · public housing units owned by the City's housing authority. 13. The City Council, in anticipation of the need to replace the Summit Street bridge over the Iowa Interstate Railroad, has directed that design services be initiated for this bddge reconstruction. Construction could begin as early as 1997. 14. The City Council approved the construction of a new landfill cell as well as providing for the final cover over an old landfill cell. This $1.2 million project was funded by landfill revenues. 15. Following the environmental assessment and extended debate, the City Council, by resolution, approved the design parameters for Melrose Avenue street and bridge reconstruction between Byington and the City of Universi.ty Heights. The Federal Highway Administration must give final approval of the environmental assessment and release the funds for this project; however, they have been involved in all stages of design and their approval is expected. Construction may begin as early as next fiscal year. 16. Following public hearings and several years of negotiations, the City Council approved a new cable television agreement with TCI. This is a renewal of a non-exclusive TV franchise agreement and provides for funding for our cable TV/community programming operations, public access channel, as well as providing for a number of upgrades to the cable system. 4 17. Following the recommendations of a citizens' committee concerning proposals for a sensitive areas ordinance, the ordinance was adopted. This ordinance will provide for development regulation of environmentally sensitive areas such as wetlands, stream corridors, steep slopes, wooded areas, hyddc soils, prairie remnants, and archaeological sites. This ordinance was reviewed by the Riverfront and Natural Areas Commission, the Planning and Zoning Commission, and finally, following public hearing with the City Council, was adopted. 18. A new joint agreement on communication and cooperation concerning the division of property taxes for industrial jobs and their related training responsibilities at Kirkwood Community College was approved. 19. The City Council awarded contracts for the construction of production well in the Jordan aquifer and silurian aquifers. This is part of the planned new water rssouroes for the city. The Council also approved the renovation of pumping systems at the three 2-million gallon ground reservoir/booster stations in our community. This work will help improve the pressure and flow throughout the city's water distribution system. 20. In January monthly billing for all City utilities was approved, 21, The award of a $420,000 contract for continuing work along Dubuque StreaFTerrsll Mill park for the repair of public property and right-of-way as a result of the 1993 flood. This contract was funded approximately 80% by the Soil Conservation Service and the Federal Emergency Management Agency. 22. River Corridor Trail projects were initiated and funding secured from the Transportation Enhancement funds. The projects were reviewed and approved by JCCOG. The University shared in the design of the River Corridor Trail between the Iowa Memorial Union bridge and Iowa Avenue. The Univereity will maintain the trail thereafter. 23. The Council authorized a bond issue in February 1995 for $8.2 million in General Obligation debt for a variety of water and wastewater projects. 5 24. The Council authorized the Airport Commission to proceed with the construction of a new ten-unit aircraft hangar. The $250,000 project cost will be financed from City reserves and repaid on a scheduled basis by the Airport Commission as a routine part of their annual budget. 25. At a special meeting in February, the Council approved plans and specifications for the Whispering Meadows housing development. The City's Department of Housing & Inspection Services secured a $3+ million federal grant for the construction of 33 single- family housing units to be constructed in the Whispering Meadows area. Two local contractors, McComas-Lacina and Frantz Construction, were the successful bidders. 26. The Council initiated a refinancing of $2.5 million in Parking System Revenue Bonds. With the refinancing the City enjoyed a lower interest rate as well as a onetime savings of $150,000. 27. The Council established regulations for sidewalk cafes in the downtown. 28. The Charter Review Commission which was appointed in May 1994, prepared and ' submitted to the Council recommendations for the City Charter. A public hearing was held in February 1995 and no comment was received. The nine Commission members were thanked by the Council for their work effort and the Charter Ordinance was approved as recommended. 29. A new historic district was established along Muscatine Avenue just north of Court. The Moffitt Cottage Historic District recognized the work and architectural design of the unique Moffitt Cottages in Iowa City. 30. Phase II of the Rohret Road Reconstruction Project was approved and construction completed in 1995. The $1.5 million cost was financed through General Obligation debt and concluded the two phases of the reconstruction of Rohret Road and overpass over Highway 218. Streb Construction of Iowa City was the contractor and completed the project, two months ahead of schedule. 6 31. The Council approved an agreement with the planning consulting firm of Gould Evans Associates for $56,000 to design a Near Southside Development Plan. The plan was reviewed and approved by Council following review by community interest groups. 32. The $600,000+ asphalt resurfacing program continued. Road Use Tax monies were used for various street projects throughout the community. The City allowed the City of Coralville to share in this bidding process in order to secure a better price. A public hearing was held in May to adopt the "Iowa City: Beyond 2000" recommenda- tions. These were the result of a visioning process involving over 80 Iowa City citizens on nine task forces. The task force recommendations were reviewed by boards and commissions prior to final recommendation to the Planning and Zoning Commission. This work effort will now be used In future Comprehensive Plan amendments. 34. The condemnation process for the Water Plant site began in November 1994, and was finally concluded with a settlement agreement in May 1995. The site was annexed. 35. The Council awarded $25,000 in the new "Program for Improving Neighborhoods" (PIN) grant program. The neighborhood associations submitted to the neighborhood council various project applications. The neighborhood council reviewed and recommended, and sought the approval of the City Council in this new grant program. 36. The Council authorized two major annexations during 1995, those being the Water Plant site of some 230 acres and the annexation of 115 acres near Highway 218/Highway 1 interchange for the new Winebrenner Ford location. mgr~nsLsla 1995 Grant Fund Activity Janua~ 8,1996 Police traffic enfomement grant Narcotics enforcement grant Crime Bill (new officers) Historic Preservation: Survey N. DubuqueiN. Linn area National Register nominations for College Green historic area State of Iowa Library reciprocal lending Transit: Federal operating assistance State operating assistance Capital grant (new buses) Federal transportation planning funds Iowa River Bank repairs (Soil Conservation Service) Rohret Road pedestrian bridge Airport master plan study (FAA) Housing assistance o certificates/vouchers Public housing - new construction (33 units) Acquisition of housing (10 units) CDBG - HOME $24,000 57,000 (3 years) 900,000 9,000 2,500 52,000 260,000 240,000 650,000 66,000 340,000 481,000 93,000 4,071,000 3,237,000 931,000 2,163,000 $13,576,500 mgr~jfan~95 PLATS: MAJOR DEVELOPMENT ACTIVITIES - 1995 18 commercial lots on 49 acres In the Boyrum Subdivision (Hy-Vee - Hwy 6); Kennedy's Waterfront (S. Gilbert Street); and D & L Subdivision (Meinard's). 92 residential lots on 41 acres in the East Hills; Oakes 5th; Galway Pt. 2; and Walden Wood, Pt. 8 and 9. REZONINGS: MORMON TREK VILLAGE - 29 acres rezoned from RS-5 to OPDH-8 for 232 townhouse and condominium units at Mormon Trek Boulevard and Rohret Road. WINDSOR RIDGE - 34 acres rezoned from RS-5 to multi-family and neighborhood commercial to create a new mixed-use and mixed-density neighborhood. EAST SIDE INDUSTRIAL PARK - 68 acres in the County rezoned from RS to M-1 for future expansion of the BDI industrial park. ANNEXATIONS: 40 acres on the west side near Highway l/U.S. 218 intersection for commercial development. (Winebrenner). 250 acres north of 1-80 for water plant site. Defeated OPDH-8 rezoning of 7 acres on Dubuque Road for low to moderate income housing development proposed by Burns/GICHF, pl~Sdlt~mJtaCt[v,ld APPOINTMENTS MADE TO BOARDS/COMMISSIONS DURING 1995 Board/Commissions N~me Animal Control Advisory Board Board of Adjustment Board of Appeals Board of Appeals Board of Library Trustees Board of Library Trustees Board of Library Trustees Board of Library Trustees Broadband Telecommunications Commission Design Review Committee Design Review Committee Design Review Committee Design Review Committee Design Review Committee Design Review Committee Historic Preservation Commission Housing and Community Development Commission Housing and Community Development Commission Housing and Community Development Commission Housing and Community Development Commission Housing and Community Development Commission Housing and Community Development Commission Housing and Community Development Commission Housing and Community Development Commission Housing and Community Development Commission Human Rights Commission Human Rights'Commission Human Rights Commission Human Rights Commission Human Rights Commission Parks and Recreation Commission Parks and Recreation Commission Planning and Zoning Commission Planning and Zoning Commission Planning and Zoning Commission Riverfront and Natural Areas Commission Riverfront and Natural Areas Commission Senior Center Commission Senior Center Commission Julie Seal Lowell Brandt C. Wayne Maas (reappointment) John Staska Mark W. Martin Charles T. Traw (reappointment) Mary McMurray Jim Swaim Betty McKray Karyl Larson (reappointment) Gary Nagle (reappointment) Martin K. Haynes Clara Swan (reappointment) Randy Rohovit Philip M. Reisetter Ruedi Kuenzli Linda Murray James Harris Elizabeth Swenson Christina Randall Charles Eastham Ann M. Donovan John R. Falb Tim Ruxton Gretchen Schmuch Patricia A. Harvey (reappointment) Tom Dickerson Ann K. Shires (reappointment) Osha Gray Davidson Diane Martin Ross Wilburn Allen Stroh Lea Supple Ann Bovbjerg (reappointment) Eric L. Engh Jessica Neary (reappointment) Richard A. Hoppin (reappointment) Philip Zell Kenneth Mobily Approved appointments to Boards/Commissions as recommended by Johnson County Board of Supervisors: Riverfront and Natural Areas Commission Nancy F. English (reappointment) 1/8196 City of iowa City Proper[7 Tax History i FY 91 FY 92 FY 93 FY 94 FY 95 FY 98 *FY 97 *FY 98 PROPERTY TAX DOLLARS LEVYHiST X~,S *FY 99 General 9,718,663 9,934,348 10,469,757 10,792,606 11,548,818 11,997,774 12,701,324 12,957,540 13,542,943 Library 0 0 348992 359754 384,961 399,926 423,377 431,918 451,431 Transit 647911 662290 1227934 1265799 1,343,006 1,407,146 1,489,661 1,519,711 1,588,370 Subtotal General Levies 10,366,574 10,596,638 12,046,683 12,418,159 13,276,785 13,804,846 14,614,362 14,909,169 15,582,744 1,603,083 2,363,751 2,540,412 2,762,942 2,823,912 2,908,280 3,326,729 3,225,032 3,421,358 2,600,000 2,600,000 2,000,000 2,000,000 2,376,857 2,544,714 1,892,000 2,740,000 3,570,000 Employee Benefits Debt Service Subtotal City Property Taxes 14,569,657 15,560,389 16,587,095 17,181,101 18,477,554 19,257,840 19,833,091 20,874,201 22,574,102 Agland Property Taxes Total Property Taxes 6,943 6,647 6,256 5,954 6,082 6,293 6,124 6,124 6,124 14,576,600 15,567,036 16,593,351 17,187,055 18,483,636 19,264,133 19,839,215 20,880,325 22,580,226 PROPERTY TAX LEVIES General 8.10000 8.10000 8.10000 8.10000 8.10000 8.10000 8.10000 8.10000 8.10000 Library 0.27000 0.27000 0.27000 0.27000 027000 0.27000 0.27000 Transit 0.54000 0.54000 0.95000 0.95000 0.94194 0.95000 0.95000 0.95000 0.95000 Subtot~ GeneralLevies 8.64000 8.64000 9.32000 9.32000 9.31194 9.32000 9.32000 9.32000 9.32000 Employee Benefits 1.33609 1.92729 1.96541 2.07363 1.98061 1.96345 2.12155 2.01603 2.04631 Debt Service 2.15192 2.10318 1.54068 1.49623 1.66144 1.70898 1.19627 159847 2.11808 Total City Property Tax Rate 12.12801 12.67047 12.82609 12.88986 12.95399 12.99243 12.63782 13.03450 13.48439 Agiand Levy 3.00375 3.00375 3.00375 3.00375 3.00375 3.00375 3.00375 3.00375 3.00375 Machinery & Equipment Valuation Phase Out Senate File 69, 1995 Legislative Session City of Iowa City Fiscal Year '89-90 '90-91 '91-92 '92-93 '93-94 '94-95 '95-96 '96-97 '97-98 '98-99 '99-00 '00-01 '01-02 '02-03 '03~04 '04-05 '05-06 Revenue ffomM&E 483 137 532 070 629 980 696 767 768 401 714 823 827 311 812 617 771 044 733 851 681 902 464 681 201 494 37,391 State M&E Total M&E + PercentofTotal-- Reimb. Reimbumement Taxes $ 483,137 3.5% $ 532,070 3.7% $ 629,980 4.0% $ 696,767 4.2% $ 768,401 4.5% $ 714,823 3.9% $ 827,311 4.3% $ 812,617 4.1% 58,914 $ 829,958 4.0% 124,761 $ 858,612 3.8% 185,306 $ 867,208 411,188 $ 875,868 $ 201,494 $ 37,391 $ $ $ Assumptions Replacement Rate C&t Growth Rate Tax Rate Growth (After FY99) 8% 3.0% 1.0% 1/8/96 Page 1 of 1 G:\FINDATA\DMDATA\SATKINS\M&ELOSS.XLS Descripti,qn' Residential Commercial, Less: Exemptions Industrial & Military & Utilities TIF Values Fiscal Year 1997 100% Assessment 91,344,181,100 State rollback .593000 Less: Exemptions -- Taxable Assessed Value ,9 79_7~099~_3_93, Fiscal Year 1996 100% Assessment 91,136,350,300 State rollback .675074 Less: Exemptions -* Taxable Assessed Value 9 767,120~599 Taxable Assessed Valuation 9806.643,278 -- $2,150,824,378 .970000 -- (571,281,008) -- (13,517,546) (13,517,546) ?.e2,443,97~ ,~(! 3,517,546) ,~,1.~566,02_5..826 9728,058,842 -- 91,884,409,142 .... (371,197,969) -- (12,004,486) (12,004,488) .~72Q.~90,574 ~12,004~486) $1,48? ,206,687 State Rolled Back Utilities to .97209; Commercial and Industrial are at 100% Fiscal Year 1995 100% Assessment 91,089,889.230 9693,293,313 9 · - State rollback .680404 None · - Less: Exemptions .... (9,078.219) Taxable Assessed Value ,~ 741.5~4~958 .~6~t3.29:~,31:~ ~ (9,078,219) Fiscal Year 1994 100% Assessment 9 949.139,460 9851,001,898 9 - - State rollback .726985 None - - Less: Exemptions .... (8.§91,624) Taxable Assessed Value _8. 6.90,0~0.2q~ ~6.5..1,001.896, Fiscal Year 1993 100% Assessment 9 925,388,170 9626,415,370 9 - - State rollback .730808 .... Less: Exemptions .... (9.948,833) Taxable Assessed Value {~ 67~6,096,043 ~626,~15,370 ~ (9~48,83:~) Fiscal Year 1992 100% Assessment 9 832,042,560 9579,546.900 9 - - State rollback .794636 Loss; Exemptions .... (14,255.105) Taxable Assessed Value ~ 661.170~984: 9579,546~.9,00 .9(14,255,1,05) $1,783,182,543 (348,324,272) {9,078,219) ~1 ,~25,760_,,052, 91,8oo.141,356 {259,129,258) (8,591,624) ~ 1,332~420,4,7.4' 91,551,803,540 {249,292,127) {9,948,833} 9(1,292 ~_5~,5,80. 91,411,589,450 (170,871,586) (14.255,1o6) ~ 1,226,462,759 Commercial, Industrial & Percentage Changes Residential Utilities Exempfio .ns, Tots. [. FY97 100% Assessment 18.29% 10.79% N/A 15.36% FY96 100% Assessment 4.26% 5.01% N/A 4.56% FY95 100% Assessment 14.83% 6.50% N/A 11.44% FY94 100% Assessment 2.56% 3.48% N/A 3.00% FY93 100% Assessment 11.22% 8.09% N/A 9.93% FY97 State rollback {12.16%) i3,00%) N/A N/A FY96 State rollback {0.78%i NIA N/A N/A FY95 State rollback (6.41%i N/A N/A N/A FY94 State rollback {.50%) NIA N/A N/A FY93 State rollback (8,06%) NIA N/A NIA FY97 Taxable value 3.91% 7.47% 12.60% 5.73% FY96 Taxable value 3.~,5% 4.73% (32.23%) 3.89% FY95 Taxable value 7.47% 6.50% (5.66%) 7.01% FY94 Taxable value 2.06% 3.48% (13.64%) 3.00% FY93 Taxable value 2.26% 8.09% (30.21%} 5.39% CITY OF IOWA CITY FY 97 RESIDENTIAL VALUATION RESIDENTIAL VALUES '~)ALUATION 100% ROLLBACK TAXABLE RESIDENTIAL VALUATION TAX RATE TOTAL CITY TAXES FROM RESIDENTIAL # OF UNITS PER ASSESS REPT FY96 {1/94) 1,136,350,300 0.675074 767,120,599 12.992 9,966,431 12,401 Estimate FY97 (1/95) 1,344,181,100 18.29% 0.593000 -12.16% 797,099,392 3.91% 12.638 -2.72% 10,073,742 1.08% 12,843 3.56% AVG. RESIDENTIAL VALUE 100% AVG. RESIDENTIAL VALUE - TAXABLE AVG. TAX BiLL FOR CITY SERVICES 91,634 61,860 803.69 104,663 14.22% 62,065 0.33% 784.38 -2.40% $100,000 Residence in FY96 100% Value Taxable Value City Tax Rate City Property Taxes $Change 100,000 67,507 12.992 877.05 115,468 15.47% 68,473 1.43% 12.638 -2.72% 865.36 -1.33% (11.69) 8150,000 Residence in FY96 100% Value Taxable Value City Tax Rate City Property Taxes ~Change 150,000 101,261 12.992 1,315.58 173,202 15.47% 102,709 1.43% 12.638 -2.72% 1,298.O4 -1.33% (17.54) $200,000 Residence in FY96 100% Value Taxable Value City Tax Rate City Property Taxes. $Change 200,000 135,O15 12.992 1,754.11 230,936 15.47% 136,945 1.43% 12.638 -2.72% 1,730.71 -1.33% (23.40) Revaluation FY97 Residential Percent Incr. to FY96 Residential Values 175,770,929 15.47% Analysis of FY97 Residential Changes New Growth Revaluation Annexation Reclasses from Agricultural, Comm. Etc. PctofFY 33,126,880 2.92% 175,770,929 15.47% 51,910 0.00% (1,365,O49) -0.12% /funits 415 1 (20) vg: 79824 Note: FY97 Values are estimated per Assessor's Report g:~fy97bud\ AVGRESID.XLS 1/5/96 CITY OF IOWA CITY FY 97 COMMERCIAL INDUSTRIAL VALUATION COMMERCIAL & INDUSTRIAL VALUATION 100% ROLLBACK TAXABLE RESIDENTIAL VALUATION TAX RATE TOTAL CITY TAXES FROM RESIDENTIAL # OF UNITS PER ASSESS REPT 593,860,503 593,860,503 12.992 7,715,436 1,405 673,936,583 13.48% O.97OOOO 653,718,486 10.08% 12.638 -2.72% 8,261,694 7.08% 1,420 1.07% AVG VALUATION OF COMM / INDUSTR. PROPERTY TAXES ON AVG. 422,677 5,491 460,365 8.92% 5,818 5.96% Note: FY97 Values are estimated per Assessor's Report g:\fy97bud~ AVGRESID.XLS 1/5/96 CITY OF IOWA CITY HOTEL MOTEL TAX FROM FY 1984 PROJECTED THRU FY1999 INCLUDING DISTRIBUTION BY CATEGORY Percent Fiscal Year Tax FY84 5% FY85 5% FY86 5% FY87 5% FY88 5% FY89 5% FY90 5% FY91 5% FY92 5% * FY93 5% - 7% FY94 7% FY95 7% FY96 Budget 7% FY97 Prc,~osed 7% FY98 Projected 7% FY99 Projected 7% Total HoWl / Mo~l Tax 99 126.97 132 835.9O 210 541.77 219 714.72 242 520.76 209 655.20 222 860.87 337 145.49 328 152.94 306 198.76 427 228.62 456 633.85 440,000.00 440,000.00 440,000.00 440,000.00 Convention Bumau 25% 24,781.74 33,208.98 52,635.45 54,928.68 60,630.19 52,413.81 55,715.23 84,286.38 82,038.24 76,549.70 106,807.16 114,158.45 110,000.00 110,000.00 110,000.00 110,000.00 Police Patml 50% 49,563.48 66,417.94 105,270.88 109,857.36 121,260.39 104,827.59 111,430.43 168,572.74 164,076.46 153,099.38 213,614.32 228,316.93 220,000.00 220,000.00 220,000.00 220,000.00 *Percentage changed at November 1992 election from 5% to 7%. 7% tax first received in 3__r_d__q_u_a.rt. er_.pa__yment, FY_93..._ ................... MercerPark Aquatics 15% 24,781.75 33,208.98 52,635.44 54,928.68 43,653.74 31,448.28 33,429.13 50,571.82 49,222.94 45,929.81 64,084.29 68,495.08 66,000.00 66,000.00 66,000.00 66,000.00 Parkland Acquisition 10% thru 1992 then 7% 16,976.45 20,985.52 22,286.08 33,714.55 32,815.30 26,123.13 29,906.00 31,964.37 30,800.00 30,800.00 30,800.00 30,800.00 Parkland Development 3% 4,496.75 12,816.86 13,699.02 13,200.00 13,200.00 13,200.00 13,200.00 G:\ HOTMOTEL.XLS\ hotmot 97budg RE?~/ENUE SOURCE FY90 STATE POPULATION ALLOCATION 630,210 (fort*hefty Munnpal Assistance & Uqour Profit~ FY92 & !mio~) % TO TOTAL REVENUES 3.35% Appropriated Annuatly. Distributed on a per capita basis MONIES & CREDITS % TO 'I'OTAL REVENUES Flat a~nount from State Schedule of State Population Allocation, Monies & Credits and Personal Property Replacement Tax Revenues from FYgO thru FY99 and as a Percentage to Total General Fund Revenues Received FY91 FY92 FY93 FYS4 FY95 630,054 679.002 636,260 635,203 635,071 3.12% 3.18% 2.76% 2.57% 2,38% 27,943 27,943 24,718 27,048 27,327 23,195 0.15% 0,14% 0.12% O.12% 0.11% 0,09% * PERSONAL PROPERTY REPLACEMENT 386,435 % TO TOTAL REVENUES 2.05% Flat emoum from State ° This was included in the 8.10 tax levy prior to FY88 386,435 341,846 320,522 320,267 320,777 1.91 % 1.60% 1,39% 1.29% 1,20% TOTAL Chapter 405A Revenues % to To~J Revenues 1,044,588 1,04~4,432 1,045,556 983,830 982.797 979,043 5.55% 5.17% 4.89% 4.26% 3.97% 3.68% TOTAL GENERAL FUND REVENUES 18,832,289 POPULATION USED FOR PER CAPITAL DISTRIBUTION: 50,509 satkins\ STATAID.XLS 1/8/96 20,207,495 21,361,923 23,081,156 24,741.422 26,636,848 50,508 59,738 59,738 59,742 59,767 } ** FY97 ** FY98 FY99 ~ate Proposed Pr~ected ~ojec~d 000 636,000 636,000 636,000 34% 2.21% 2,17% 2.12% 000 26,000 26.000 26,000 10% 0.09% 0,09% 0.09% DO0 320,000 320,000 320,000 18% 1.11% 1.09% 1.07% 000 982,000 982,000 982,000 52% 3.42% 3.35% 3.28% 540 28,724,996 29,355.181 29,971,375 FY96 Re. Estimate 636 320,000 982,000 27,139,540 59,767 59,767 59,767 59,767 CITY OF IOWA CITY - GENERAL FUND REVENUES FOR FISCAL YEARS 1991 THRU 1999 BY REVENUE TYPE AND AS A PERCENTAGE TO TOTAL REVENUES 1) 2) 3) 4) 10000 GENERAL FUND FY 9t RECEIPT TYPE ACTUAL PROPERTY TAX 10,427,736 % of Total Revenues52% TRANSFER: EMPL BENEFITS LEVY 1,644,642 % of Total Revenues ROAD USE TAX 2,143,662 % Of Total Revenues STATE I FEDERAL FUNDING: STATE AID {formerry Municipal 630,054 Assistance and Liquor Profits) PERSONAL PROPERTY REPLACEMEN 386,435 LIBRARY-OPEN ACCESS 45,548 MISC GRANTS ! FEMA REIMB-FLO0 0 POLICE FEDERAL CRIME GRANT 0 BANK FRANCHISE TAX 246,037 C.t97~UD~ 9?GFHIS¥ XL$~ GF Revefiu8 to ¥o~al FY 92 FY 93 FY 94 FY 95 FY 96 FY 97 FY 98 FY 99 ACTUAL ACTUAL ACTUAL ACTUAL BUDGET PROPOSED PROPOSED PROPOSED 10,659,417 12,177,226 12,418,439 13,241,127 13,811,139 14,520,362 14,915,169 15,588,744 50% 53% 50% 50% 51% 51% 51% 52% 2,142,780 2,420,863 3,201,233 3,223,388 3,418,500 3,834,848 4,059,896 4,050,663 10% 10% 13% 12% 13% 13% 14% 14% 2,087,214 2,080,359 2,233,133 2,228,721 2,673,300 2,964,394 3,004,421 3,131,839 10% 9% 9% 8% 10% 10% 10% 10% 679,002 636,260 635,203 635,071 636,000 635,000 635,000 635,000 341,846 320,522 320,267 320,777 320,000 320,000 320,000 320,000 43,355 39,903 42,487 52,670 0 50,000 50,000 50,000 216,472 0 249,423 66,872 0 4,000 4,000 4,000 0 0 0 0 222,271 228.000 240,000 0 109,545 135,794 139,173 957 100,000 100,000 100,000 100,000 TOTAL STATE FUNDING 1,308,074 1,390,220 1,132,479 1,386,553 1,076,347 1,278,271 1,337,000 1,349,000 1,109,000 % of To~ Rev~uos 6% 7% 5% 5% 4% 5% 5% 5% 4% 5) CHARGEBACK OF SERVICES ADMIN EXPENSE CHARGEBACK 886,275 979,758 1,035,210 1,024,744 1,073,217 1,147,620 1,183,663 1,218,303 1,253,982 CITY ATTORNEY CHARGEBACK O 0 0 0 39,652 60,000 43,000 43,000 43,000 TOTAL CHARGEBACKS 886,275 979,758 1,035,210 1,024,744 1,112,869 1,207,620 1,225,663 1,261,303 1,295,982 CITY OF IOWA CiTY - GENERAL FUND REVENUES FOR FISCAL YEARS 1991 THRU 1999 BY REVENUE TYPE AND AS A PERCENTAGE TO TOTAL REVENUES 6) 10000 GENERAL FUND RECEIPT TYPE FINES PERMITS & FEES FY 91 FY 92 FY93 FY94 FY 95 FY 96 ACTUAL ACTUAL ACTUAL ACTUAL ACTUAL BUDGET RECREATION FEES 595,375 633,300 BUILDING PERMITS & INSPECTIONS 254,919 321,947 PARKING FINES- ,$5 223,854 248,451 LIBRARY SERVICES 87,110 89,708 POLICE SERVICES 65,858 76,620 MAGISTRATES COURT 142,231 124.999 HOUSING PERMITS & iNSPECTIONS 87,067 80,408 FOOD & LIQUOR LICEN & PERMITS 81,784 102,453 ANIMAL CONTROL SERVICES 58,651 70,793 BUILDING & DEVELOPMENT FEES 25,924 26,24~0 CEMETERY FEES & CHARGES 32,141 35,002 624 590 336 215 274 376 135 768 106 513 108 724 86,463 112,386 71,138 46,205 33,534 C t978UD~ 9?GFPJST XLS~ GF Revenue to Total FY 97 FY 98 FY99 PROPOSED PROPOSED PROPOSED 645,754 661,095 717,129 729,709 733,209 737,209 457,598 471,430 468,925 444,100 449,100 449,100 284,148 364,440 275,000 340,000 340,000 340,000 216,485 266,867 207,592 293,255 294,668 296,130 168,526 153,711 53,250 86,000 70,000 62,000 126,723 152,522 110,O00 145,000 145,OO0 145,O00 95,040 121,373 123,350 120,250 120,250 120,250 88,603 91,282 83,730 86,700 86,700 86,700 83,184 78,322 71,400 76,600 76,600 76,600 49,010 57,060 46,000 45,300 45,300 45,300 35,263 50,185 30,000 35,000 35,000 35,000 TOTAL FINES PERMITS & FEES 1,654,914 1,809,921 1,935,912 2,250,334 2,468,287 2,186,376 % of To~ ~,,~,,u~ 8% 8% 8% 9% 9% 8% 7) CONTRACTUAL SERVICES UNIVERSITY FIRE CONTRACT JOHNSON COUNTY CONTRACT 2,401,914 2,395,827 2,393,289 8% 8% 8% 529,471 545,667 617,178 678,933 721,576 705,000 747,300 770,000 793,000 233,361 258,550 307,394 308,234 317,882 313,200 322,000 328.000 335,000 TOTAL CONTRACTUAL SERVICES 762,832 804,217 924,572 987,167 1,039,458 1,018,200 1,069,300 1,098,000 1,128,000 % of Tota~ Reven,~es 4% 4% 4% 4% 4% 4% 4% 4% 4% CITY OF ~OWA CiTY - GENERAL FUND REVENUES FOR FISCAL YEARS 1991 THRU 1999 BY REVENUE TYPE AND AS A PERCENTAGE TO TOTAL REVENUES 10000 GENERAL FUND RECEIPT TYPE FY91 FY92 FY93 FY94 FY 95 FY 96 ACTUAL ACTUAL ACTUAL ACTUAL ACTUAL BUDGET 8) HOTEL/MOTEL TAX 337,146 328,152 306,199 9) ALL OTHER INCOME FY 97 FY 98 FY 99 PROPOSED PROPOSED PROPOSED 427,228 456,633 440,000 440,000 440,000 440,000 2% 2% 2% 2% 1% 1% iNTEREST iNCOME 330,937 212,708 221,289 MISCELLANEOUS REVENUE 221,677 390,143 365,076 MONIES & CREDITS 30,715 28,068 27,048 MILITARY CREDIT 12,794 12,872 11,857 CEBA LOAN PROCEEDS 0 0 0 LOAN REPAYMENTS 0 94,144 0 TRANSFER IN- CABLE TV 15,344 33,284 75,000 PARKING FINES TRANSFER TO GF 252,265 289,025 268,066 LIBRARY LOAN AND TRANSFER 0 0 0 FIRE REPLACEMENT TRANSFER 178,480 100,000 100,000 TIF INTERFUND LOAN REPAYMT 0 0 0 TOTAL ALL OTHER INCOME 1,042,212 % o~ Total Rever~ues 5% GRAND TOTAL REVENUES 20,207,495 193,364 392,304 200,000 200,000 200,000 200,000 170,784 91,645 59,310 71,015 72,065 73,358 27,327 27.911 26,000 26,000 26,000 26,000 11,441 11.406 11,500 11,500 11,500 11,500 0 635,000 300,000 0 0 0 82,710 36,041 0 20,000 20,000 20,000 25,000 25,000 25,000 0 0 0 301,965 472,676 400,000 440,000 440,000 440,000 0 0 50,000 0 0 0 0 50,000 0 0 0 0 0 48,035 34,324 62,000 62.000 62,000 1,160,244 1.068,336 812,591 1,790,018 1,106,134 830,515 831,565 832.858 5% 5% 3% 7% 4% 3% 3% 3% 21,361,923 23,081,156 24,741,422 26,636,848 27,139,540 28,724,996 29,355,181 29,971,375 6% 8% 7% 8% 2% 6% 2% 2% CITY OF IOWA CITY PUBLIC SAFETY RESERVE FY 1993 THRU FY 2003 PUBSAFET,XLS\ tfunct-pubsafew ACTUAL I ACTUAL Beginqin~Ba!a-n-(~e- .-i - t'-3-'3!7--'-~S-2' t .~,.S.2e473 ~ 3~a06.047 3,E,0,3~3. 4,S46,B42', e,2BB..~.7.i ~,~.9,~OBI ~.0~,~,Si interera Income I ~ 261,813 4 814,771 159.957'[-'~;631,~b5-~--~5~,'~0~ j-" 1'~0~5'j --~'~7600 1~5 000 90,000 U~.ce,,~o~.,.ve.u.i '~T~.~.~s~ I--- ~:~j ......~:"~s~8 ~ ...._~-~. ~%~ ....~--~ ......~ ............[ ............ ' ~ ~ ~ ............... i Total Receipts [ 3.347.252 293.967 816.247 Expendi{t~r~- ........................ Services And Charges ...... 30,956 68 ;r~.~-I~-~ pe ndit u r es ..... ~'--~'T~'A~' -I ACTL~,~.--t '~'§'h-~"~-' '-"~'O~-~"-- 1~'~(~3b'~T-i~'~,'P~3[~fION l'P'R6Ji~g-'r'10NI PROJI~EflON PROJE~TION P~o3~CTION 1,511,522 661.294 50,000 ' 15,600 160.O35 1,631,4OO [ 200,000 190,OOOI 166,OOO 125,O00 _ _.9.O., OO.O ..... .5.O,_OO(~ ..... ! _5.,?.0~... 53,763 ...... 71 215 ~1- ~' ~_- -- 228 - 5.'9 .~ ;~ 0.'~. ~'~-._-5__95, (~3 .- 457,~)'~ 790.~-~.~ 832,000 .... ~50~'~- ~-- ' '8-~.5'~)5 'l' ' '~ (~ :~'~..~.' 1--'-- 6--~,~-~ ! 1 / ..........~t_. - ....; ......~ .........i ...........i ........... 3,510,313 I 4,546,642 i 4,289,427 i 3,689,206 I 3,021,978 2,296,750 ! 1,511,522 661,294 ~n~-'B~l~nce i 3,347,2.52I 3,524,273! 3,908,041i Page 1 GENERAL FUND FY97 January 2, 1996 REVENUE SOURCE Property Tax State sets allowable rate ($8.10), tax base, rules/regulations on administration FY97 PROPOSED $14,620,362 Transfer: Emp Benefits Levy State sets allowable rate (unlimited), tax base, rules/regulations on administration Road Use Tax State sets tax base (gasoline, fuel purchases) and amount to be distributed - State formula on per capita basis. a. State Funding State sets tax base and amount to be distributed b. Federal Funding Crime bill Chargeback of Services City sets rate or % and administrative rules Fines, Permits & Fees Recreation fees - Building permits - Parking fines - Magistrate's Court - Library - Police services - Food, liquor- Housing inspection - Cemetery - Building fees - Animal Control services - Contractual Services City sets rates City sets rates State sets maximum rate State sets maximum rates, City determines what is filed with Court City sets rates City sets rates State sets rates, City collects revenue City sets rates City sets rates City sets rates City sets rates City negotiates with other governments Hotel/Motel Tax State sets rate, tax base, rules/regulations All Other Income Interest income - Miscellaneous - Monies & Credits - Military Credit - Parking Fines - Rates determined by private market, City invests within State guidelines C~ty State determines amount State determines amount City determines transfer of money. State sets maxi- mum rates. GRAND TOTAL REVENUES 3,834,848 2,964,394 1,105,000 228,000 1,237,813 2,401,914 1,069,300 440,000 823,365 $28,724,996 mgr~budget\revenues · A full demand ~z~to~f Olivaz, le~ sko~s O. ff pt~ for~ ~ paratransit were' imple- mented, ~me m~.~ ~ ~ bu~ ' ' Hamilton chose innovation. For the ~ six months, the ci~'s approximately 61,000 residents have er~oyed See ~age 7, column From p~ge ~ persooaliTed, accessible, curb- to-tilth service within their neighborhoods or to the down. town transfer point to connect with other buses in the system. Introduction of the service, known as Personal Plus, has earned Hamilton the distinction of being the first American city to fully convert from a freed- route to a personal!Ted point de- vialion operalion. "As a result of this first. in.the- n~ion point deviat/on system, The Bus Company has not only been salvaged, but is on the road towards being a ~ah~of-the-art, one-of-a-kind serv/ce," said Mayor Adoff Olivas, a member of NLC's Advisory Council. "Introduction of this new, more convenient service enabled The Bus Company to continue to provide public transportation to the residen~ of Hamilton and comply with the requirements of the Americans with Diqahilities Act," sa/d Bus Company General Manager M/chael Melaniphy. "The new service is totally ac- cessible to the di~ah!ed and lows The Bus Company to pro- vide the same level of service to all residents of Harailton, Melamphy added. "In addition, The Bus Company will be able to provide th/s pemonalized service at a lower annual opera~ cost than the fixed-route service." Under Personal Plus, passen- gers arrange to be picked up at a designated location at a specified time by camng Monday to Priday during business hours, at least 24 hours, but not more than a week in advance, to schedule a ride. Riders can aiso catch buses at designated stops at razor points, such as shopping centers, hospi. t~{$ and schools, a~ well as flag them down along routes. Regular trip~ ~ be resel'red and will be scl~edaled until can- celed. The Bus Company also tries to accommodate trips re- quested less than 24 hours in advance, although it may have to schedule them somewhat earlier or later than desired. Service is available throughout the city weekdays from 6:00 ~m. to 6:00 p.m. Fare~ for the new setrice have remained the same as under the previous fixed.route system, and tranders are pro- vided at ~ charge. Personal Plus was ini~ on an experimental basis in one low- ridersinp area in October, 1992, and transit manager Melaniphy said he was "stunned" by the results. Ridership increased there, which he attributed to regqd~r patrolIs using the system more fre. quently. Point deviation service also provided the elderly and handicapped, whose numbers have increzsed dren~a~r~Uy in recent years and now comprise 40 percent of Hamilton's bus passengers, with a means to travel. Introduction of Personal Plus was supported by an aggressive ,r~rketing plan. For about eight weeks prior to implementation, the public and riders received the message through the print and broadcast media and colht- eral material. Opening day ceremonies were held March 29 in the parldng area hehiod city hall. Represen- iatives of the Ohio Department of Transportation and the Ohio, Kentucky, Indiana Regional Council of Governments joined city officials in celebrsting "how Harailton conquered the ADA hurdles," in Melaniphy's words. Officials anvelled one of the 24 new signs that have been placed at designated bus stops downtown and throughout the city. The signs provide the printed route number as well as information in Braille and tactile for the visually impaired. One of the system's ten new vandal-resistant, weather-proof waiting shelters was temporarily set up for inspection. The shel- ters, which accommodate wheel- chairs, have been installed at ma- jor boarding points. During Idck-off week, The Bus Company w'as flooded with re- For the past six months, the city's approx]mately 61,000 residents have enjoyed personalized, accessible, curb-to- curb service within their neighborhoods. quests. Even though a new ~ele- phone system had been installed for the occasion, many callers encountered busy signals. More telephone lines were quickly added and additional em- ployee~ ass/gned to taking e~ll~, A new system with a se- quencer and triple the number of ago and is running smoothly A recent passenger survey elicited very positive comments and indicated that 15 percent of current riders began using the system since the ius~tofion of point deviation. Meianiphy's predictions of cost savings have been horne out. Hamilton's bus system ts now serving a greater geo- graphic area at 80 perceut of its previous operating costs, and has seen a 35 percent reduction in railes traveled. Personal Plus was honored with the 1993 Innovatinn Award by ATE Management and Service Company, manager of the sys- tern. The award was presented in August at the annual transit man. agement meeting attended by top personnel of the 50 systems ATE manages nationw/de. Hamilton created Personal Plus, envisioning a snudl-systeln alternative for meeting ADA re- quiremenLq. Officials have heen approached by a number of other junsdictious seeking to im- plement a s'unilar system. (Point deviation is used in nnly two other American cities, and only on a 'lunited basis.) Inquiries have also come from larger communities considering it for use at night or in low. ridemhip areas. "We are very proud of the strides we have taken with our bus company in Hamilton," Mayor Olivas said. "We antici. pate its model being used else- where in the nation." For more infominion, contact Olivas: Municipal Building, 20 High Street, Hamilton, Ohio 45011; (513) 868-5800. I CITIZENS' SUMMARY CITY OF IOWA CITY 1997-99 PROPOSED FINANCIAL PLAN CITY OF IOWA CITY December, 1995 City Council City of Iowa City CITY OF I0 WA CITY Re: FY97-99 Financial Plan Mayor and City Council Members: In the preparation of the FY97-FY99 three-year financial plan, as a community we are at a critical point in our budget planning. Never has there been a greater need for long-term financial planning. While I believe this long term planning is necessary, the state and the constant changes in tax policy removes such a possibility from our grasp. The state continues to impose requirements and regulations on local government programs of service, and then restricts the means by which we finance that program of service. Officials of the state government have recently indicated property tax law in Iowa is outdated and overly complex. Hopefully this is a sign that changes are to be considered. State regulation of local government finance has become so unpredictable that meaningful long-term planning is an exercise in futility. As we identify community needs, prepare budget estimates and make commitments, we often find the very foundation of our financing undone by direct action of the state or some formula-driven tax policy, which the State legislature abhors. Cities are chastised for relying on the property tax and yet meaningful alternatives to finance local government services are not provided. Cities in Iowa do not enjoy the benefit of the broad tax-base authority such as that of the state government, and therefore cannot fashion financing in accordance with the unique characteristics of each community. State control of local government can be seen in many instances. Property tax freezes, elimination of tax base such as machinery and equipment and personal property, a failure to fully reimburse for loss of tax base, freezes and/or caps on other revenues to cities, such as bank franchise taxes, and limiting payments such as municipal assistance by way of the state appropriation process and reducing appropriations mid-year are examples. All of this erodes the financial foundation of Iowa's cities and makes long-term commitments and planning difficult, at the very least. Our ability to plan becomes very limited and we find ourselves responding each year to what the state may have in store for its cities. State budgeting and legislative processes as they affect municipalities are, in my judgment, an exercise in contradiction. As Iowa's economy moves more toward expanding manufactur- ing and industrial components for job creation, cities can and should play a major role. By virtue of the services provided by cities, they become the center for such development, and yet cities are left without the fiscal means to fulfill that objective. Our ability to finance the very services necessary to fulfill state economic development policy is stifled. The budget proposals you will review are also somewhat of a problem in contradiction in that there are services in need of expansion to meet our community's growth, although resources are not now available. There are others that are proposed for reduction in service, and in EAST q~'ASH I NGTO~q STRE£T · IOWA CITY. IOWA ~2240- 1826 · (.~19) ~6-}000 · FAX virtually every instance, the change and/or decline in a particular service is due to an erosion within the financial base which supports the particular service. This budget plan provides for the first full year of an additional six police patrol officers and the implementation of neighborhood policing concepts. These officers are financed by the federal crime bill grant for the next three years. The streets maintenance budget proposes the addition of two employees in order to meet expanded street mileage within our community and allows for us to create an additional snow removal district (from nine to ten). Additional efforts can also be directed toward street and curb repair in our older neighborhoods, brick street replacement, leaf pickup, and other related street maintenance services. Our sl~reet maintenance and traffic enginesring/street lighting programs are financed by an annual allocation from the State road use tax. It is projected that the transit system will lose the $260,000 annual federal operating assistance by FY99. Furthermore, congressional plans for reductions in capital assistance from an 80/2q federal/local formula to a 50/50 formula for the purposes of bus purchases and related capital equipment also appear inevitable. The County has requested a 30% increase in the SEATS budget. In order to meet this challenge, the budget plan proposes a transit fare increase from 50¢ to 75¢ and the elimination of nighttime service. Our community relies substantially for growth in our tax base by way of new construction and increases in property values to finance our program of service. To date, this has been sufficient to offset the effects of inflation in our expenditures and at the same time provides some margin to consider services to be expanded to meet our community's growth. The state has also chosen to reduce values not only on residential, but also commercial property. Predicting tax base becomes less reliable. The FY97-99 three-year financial plan is balanced in accordance with sound accounting and management policies. There are many issues pending that can place a burden on the general fund for the future. Our reserves are satisfactory in the short-term; however, any further state erosion of tax base can jeopardize that foundation. Requests to expand services were presented. Additional staff at the Senior Center, a need to plan for improved fire response as our community grows, a proposed capital and operating expansion of the library, administration of new regulatory ordinances, maintenance of newly acquired open space - all of these activities will require commitments from our general fund, that which is most regulated by the state. Your discretionary ability as an elected body grows more limited. We can only hope the state will take this as a truly legitimate local government financial concern and set aside political issues so that local governments can meet economic challenges the state has delivered to our doorstep and allow us to create healthy and economically vital local governments. Steph~~j. Atki~ City Manager -2- Airport 8oards & Coranisslon Coa~issions A~an~age~age~sjstanN City J Broadband ~?eleco~'aunicatlons ---Civil Rights ---Personnel Administration ~AdnHnistration ~BD ~alntenance ---Cemetery mForestry ---Government Buildings mParks -~Recreatson City of Iowa City, Iowa Organizational Chart Citizens of Iowa City Iowa City City Council City Attorney Library City City Board of Uanager Clerk Trustees ---Administration ~Accounting ---0ocument Services ~[nformation Services ---Purchasing ---Risk ganagement ~Treasury ~Admin~stration ---Community Development --JCCO6 Programs --Urban Planning ---~conomic Oevelopment ---tteighborhood Services !ilrra~C~operatJons - 3 ° 1 FireChief) --Admin./Training ---Fire Prevention ---Fire Suppression Po!lce --Administration --Animal Control ---Cogsunity Services ~-Criminal Investigation -~Xcmergency Communications ---Patrol ---Records & Ident,fication C°!~Se~jo~ Center --Administration Assisted --Housing Building --inspect~on Housing --inspection --Administration Energy -Conservation --Engineering -*Equipment Maintenance --Solid Waste --Streets Traffic --Engineering Wastewater --Treatment --Water FINANCIAL PLAN OVERVIEW The Three-Year Financial Plan Ithe Plan) is again being used for Fiscal Years (FY) 97 through FY99, which begin on July 1 and end on June 30. This is a one year annual budget that meets State of Iowa code requirements for budgets, but also provides an additional two years of projections as a planning tool for City government. The "Financial Plan Overview" discusses the basis that the financial plan has been built upon. The Financial Plan operating budget plan includes General Governmental Fund "Enterprise Operating and Reserve Funds." A separate seven-year Capital Improvements Program (CIP) budget is included in the appendix of this document. The role of a government's operating budget differs from that of a private business. Budgets are an important internal planning tool for business. However, in government, budgets also plav an external role. A multi-year financial plan informs parties both inside and outside government of its future objectives in providing services to its constituents. The three year plan permits particular emphasis to be placed on property tax levies, user fee projections, fund balances, the scheduling of capital purchases (both equipment and major improvement projects) and debt service/bond financing costs. Rather than approaching the budget as an annual agony, the three year planning process provides a means to meet most funding needs at some time within the three year period. The Three Year Plan is a reliable planning document and a management tool. The modified cash basis of accounting has been used for preparation of the Plan because the City maintains its daily accounting records on this basis. Therefore, revenues are recorded when received, not necessarily when they are earned, and expenditures are recorded when paid instead of when they are incurred. The Financial Plan summarizes the budget by major category within each division. Actual receipts and expenditures are monitored carefully on a line-item basis by the Finance Administration Division and the department head in charge of each division and compared to the budget throughout the fiscal year. Department heads are ultimately responsible for ensuring that the divisions under their control stay within budget. 44- FINANCIAL PLAN ANALYSIS GOVERNMENTAL OPERATIONS General Governmental Operations consist of the General Fund, the Debt Service Fund, the Trust and Agency Funds, Internal Service Funds and the Special Revenue Funds. A. PROPERTY TAX Property tax is the single largest revenue source for the City General Fund, accounting for over 64% of FY97 General Fund revenues. The City's property tax requests for FY97 through FY99, including the FY96 certified tax requests, are proposed to be levied as follows: FY96 FY97 Tax Rate Tax Rate Dollars Pe~ Dollars Per $1,000 General' 11,997,774 8.100 12,701,324 8.100 Library 399,926 .270 423,377 .270 Transit 1,407,146 .9~0 1,489,661 .950 Subtotal 13,804,846 9.320 14,614,362 9.320 Employee Benefits 2,908,280 1.963 3,326,729 2.122 Debt Service 2,544,714 1.709, 1,892,000 1.196 Subtotal 19,257,840 12.992 19,833,091 12 % Chge from prior year 4.2% 0.3------~'~ 3.0% (2.7)% Ag. Bldgs. & Land 6,293 ,, 3.00.4, 6,124 ,3,0q4, TOTAL LEVIED 19,2_64<! 33, ,!9,839,215, FY98 FY99 Tax Rate Tax Rate Dollars Per $1OOQ Dollars Per .~1000 General 12,957,540 8.100 13,542,943 8.100 Library 431,918 .270 451,431 .270 Transit 1.519,711 .950 1,588,370 .950 Subtotal' 14,909,169 9.320 15,582,744 9.320 Employee Benefits 3,225,032 2.016 3,421,358 2.046 Debt Service 2,740,000 1.698 3,570,000 2.11 ~ Subtotal 20,874,201 13.03_____~4 22,574,102 ~13.484, % Chge from i~rior year 5.3% 3.1% 8.1% 3.5% Ag. Bidga. & Land 6,124 3.00~4 6,124 3.00____._~4 TOTAL LEVEED 20,88 r0,325, 22,580,2,2.6_ -§- Following is a schedule highlighting the changes from FY92 through FY97 in assessed value, state rollback, exemptions and taxable assessed value. Taxable assessed value is calculated by applying the state rollback factor to residential value and by subtracting military and TIF exemptions. Commercial, Less: Exemptions Industrial & Military & Taxable Descril~t!on Residential Utilities TIF Values Assessed Valuation Fiscal Year 1997 100% Asseesment $1,344,181,100 State rollback .593000 Less: Exemptions o- Taxable Assessed Value $ . 797,01~9~393 Fiscal Year 1996 100% Assessment $1,136,350,300 State rollback .675074 Less: Exemptions -- Taxable Assessed Value } 767~120,599, $806,643,278 - - $2,150,824,378 .970000 - - (571,281,008} - - (13,517,546) (13.517,546) 782, ~43.979 ,$(13,517,546) $.1,566,025,826 8728,058,842 - - $1,864,409,142 .... {371,197,969) -. (12,004,486) {12.004,486) ~726,090.574 $(12,004,48~) $1,481,206,687. State Rolled Back Utilities to .97209; Commercial and Industrial are at 100% Fiscal Year 1995 100% Assessment 91,089,889,230 9693,293,313 $ . - $1,783,182,543 State rollback .680404 None - - (348,324,272) Less: Exemptions .... (9,078,219) (9,078.219) Taxable Assessed Value .{, 741,564.9~8. 9693,~,9,~313. ~ (9.078,219,) ~1~4~5,780'05~ Fiscal Year 1994 100% Assessment 9 949,139,460 9651,001,896 $ - - 91,600,141,356 State rollback .726985 None · * (259,129,258) Less: Exemptions .... (8,591,624) (8,591,624) Taxable Assessed Value $ 690,010,202. ~651,001,896 ~ {8,591 ~624:) ~ 1 ~332,420.~74: Fiscal Year 1993 100% Assessment $ 925,388,170 9626,415,370 $ - - 91,551,803,540 -. (249,292,127) State rollback .730608 - - Less: Exemptions .... (9,948,833) (9,948,833) Taxable Assessed Value 9 676,096,043 ~626.41.5,3~70~ ~ (9,948,8~3~) 9(1,292,562,58q Fiscal Year 1992 100% Assessment 9 832,042,560 9579,546.900 $ · - 91,411.589,450 State rollback .794636 .... {170,871,586) LOSS: Exemptions .... (14,255,105) (14,255,105) Taxable Assessed Value $ 861.170,96~ ~5~9,546,9.00 ~(1.4,255,105) 91,226.462'759 Commercial, Industrial & PeruentailS Chan~es . Residential Utilities Exemptions. Total FY97 100% Assessment 18.29% 10.79% N/A 15.36% FY96 100% Assessment 4.26% 5.01% N/A 4.56% FY95 100% Assessment 14.83% 6.50% N/A 11.44% FY94 100% Assessment 2.56% 3.48% N/A 3.00% FY93 100% Assessment 11.22% 8.09% N/A 9.93% FY97 State rollback (12.16%) (3.00%) N/A N/A FY96 State rollback (0.78%) N/A N/A N/A FYg5 State rollback (6.41%1 NIA N/A N/A FY94 State rollback {.50%) N/A N/A N/A FY93 State rollback (8.06%) NIA N/A N/A FY97 Taxable value 3.91% 7.47% 12.60% 5.73% FY96 Taxable value 3.45% 4.73% {32.23%) 3.89% FY95 Taxable value 7.47% 6.50% (5.66%) 7.01% FY94 Taxable value 2.06% 3.48% {13.64%) 3.00% FY93 Taxable value 2.28% 8.09% [30.21%) 5.39% -6- 100% assessed value increased by 15.36% from FY96 to FY97; however, after applying the state rollback factor and exemptions, taxable assessed value increased by 5.73%. The State controls local growth in taxable assessed value through the rollback factor on residential property. The residential rollback factor is tied to the growth in agricultural value state-wide. The FY97 rollback ~actor of .593000 is 12.16% lower than FY96. The rollback factor along with the maximum state imposed tax rates In the General (8.10), Library (.27) and Transit {.95) levies allows the state to control and limit taxable growth Iooally. The FY97 General 8.10 property tax levy totaling $12,701,324 is used in the General Fund to pay for the support of many services, such as police, fire, library, park and recreation services. The levy cannot exceed 98.10 per 91000 of taxable assessed valuation per State law. The FY97 Library tax levy of $.27, which was voted in by a majority of the residents in 1991, will generate approximately $423,377. The initial levy was used to expand Library services and continues to maintain that level of service. The FY97 transit levy totaling $1,489,661 is a "general" levy for transit use and must be receipted into the general fund and then transferred to the Transit Fund. FY98 and FY99 are estimated at 2% and 4.8% higher than the previous year, respectively. The Employee Benefits property tax levy is used for General Fund em~lover costs of social security (FICA - 7.65%), the Iowa Public Employees Retirement System costs (IPERS the Police and Fire Pension contributions (19.00%), health insurance, life insurance, disability insurance, worker's compensation insurance premiums and unemployment compensation. In FY96, FY97, FY98 and FY99 the City has or is proposing to levy the Employee Benefits tax at $2,908,280, $3,326,729, $3,225,032 and $3,421,358, respectively. The Employee Benefits Fund reflects the use of local Employee Benefits Retirement Fund Reserve monies to fund part of the employer share of the Police/Fire pension contribution, approximately $595,000 was used in FY96 and in FY97, FY98 and FY99, $457,000, 9790,000 and $832,000, respectively. The Debt Service (DS) levy provides funds for the payment of the principal and interest on general obligation bonds of the City. It can also be utilized to fund the payment of any judgments against the City, unless other funding sources are provided. The FY97 levy decreases to $1,892,O00 from $2,544,714 in FY96 due to a lower than expected bond issue in Calendar Year 1996. The levy is projected to increase to $2,740,000 in FY98 and $3,570,Q00 in FY99. New debt issues to pay for the cost of repairs and renovation to streets, bridges, recreation buildings, etc. in 1996, 1997, 1998 and 1999 are $2.0 million, $6.0 million, $7.0 million, and $4.8 million, respectively. GENERAL FUND REVENUES Overall, General Fund revenues in FY1997, 1998 and 1999 increase approximately $600,000 each year. FY97 revenues are approximately $28.7 million or 5.8% greater than the FY96 budget. General Fund revenues are summarized into nine major categories. The analysis of each category follows: Prol~ertv Taxes -- This includes the General (8.10), Transit {.95), Library (.27) and Ag Land levies. The property taxes as proposed are at the maximum allowable rates as shown above. FY97 property tax revenues are projected to be $14,620,486 or 5.9% greater than FY96. FY98 is projected to increase by 2 % to $14,915,293 and by 4.5 % to $15,588,744 in FY99. -7- Transfer: Emolovee Benefits Levv -- this property tax revenue source is receipted into the Employee Benefits Fund and then transferred to the General Fund to pay for benefits of employees (employer share of FICA, IPERS and Police and Fire Pension contributions; health premiums, etc.). FY97 transfers are estimated to be $3,834,848. Road Use Tax -- This Is a gas tax that is received by the State of Iowa paid to the CiW on a per capita basis, receipted into the City Road Use Tax Fund and then transferred to the General Fund to pay the actual costs of the Traffic Engineering and Streets Divisions less other revenues received by these divisions. Starting in FY96 an additional transfer was made to the General Fund to fund a new forestry position. This position is directly related to the maintenance of City street right-of-way. State/Federal FundlnR -- The ongoing revenue sources that come from the State of Iowa consist of state aid, personal property replacement tax, bank franchise tax and library open access. The State remits state aid and personal property replacement revenue to the CiW in two equal installments, one in December and the other in March. The state remitted bank franchise to the CiW at the beginning of FY96 for the previous fiscal year (FY95), which is why FY95 is so low. All of the the state revenues are budgeted at approximately the same amount as actually received for FY95, except for bank franchise tax, and reflect no increases in future years. Six police officers were added in FY96, with salaries and benefits funded from a Federal Crime Grant. The grant proceeds are for three years (FY96 - FY98). Chef, aback of Services -- This revenue source consists of administrative charges to the Enterprise Funds (Ex.: Water, Parking, Wastewater, etc.) for services provided in the Finance and Public Works Administrative Divisions, use of the Document Services Division, use of Central Services, Cable TV support to the Libraw for Audio Visual Lab services and a CiW Attorney chargeback for services. Fines, Permits and Fees -- This category includes quite a variety of different revenue sources. The largest are Recreation fees, building permits and inspections, parking fines, library services and magistrate court fines. Contractual Services - Included in this revenue line item is the contract for Fire Department services provided to the University of Iowa. Johnson County contracts with the CiW for the use of the Libraw and Senior Center for residents who live outside the CiW limits of Iowa City but within Johnson County. Hotel/Motel Tax - This revenue is from the 7% hotel/motel tax that is assessed to those establishments within the city limits of Iowa City. Actual receipts are allocated as follows: Police Patrol (50%), Convention Bureau (25%), Mercer Park Aquatics (15%) and Parkland Fund {10%). The 10% amount that goes to the Parkland Fund is further broken down into Acquisition (7%) and Development {3%). All Other Income -- The largest two revenue sources in all other income are interest income and transfer of parking fines to the General Fund. CEBA loan proceeds are funds from the state for approved applications from local businesses for economic development. The CiW acts as a pass-through agent and distributes the funds to the approved applicants. TIF Interfund loan repayments'are from property taxes associated with the Villa Garden TIF project. -8- CITY OF IOWA CITY GENERAL FUND REVENUES BY MAJOR CATEGORY FOR FISCAL YEAR 1995 THROUGH 1999 FY 96 10000 GENERAL EUND FY 95 AMENDED FY 97 FY 98 FY 99 RECEIPT TYPE ACTUAL BUDGET PROPOSED PROPOSED PROPOSED 1) PROPERTY TAX 13,241,127 13,811,139 14,820,382 14,915,169 15,588,744 2} TRANSFER: EMPL BENEFITS LEVY 3,223,388 3,418,500 3,834,848 4,059,896 4,050,663 3) ROAD USE TAX 2,228,721 2,673,300 2.964,394 3,004,421 3,131,839 4) STATE ! FEDERAL FUNDING: STATE AID (formerly Municipal 635,O71 636,000 635,000 635.000 635,000 Assistance and IJquor Profits) PERSONAL PROPERTY REPLACEMENT 320,777 320,000 320,000 320,000 320,000 LIBRARY-OPEN ACCESS 52,670 0 50,000 50,000 50,000 GRANT*FEMA REIMS-FLOOD 50,880 0 0 0 O POLICE FEDERAL CRIME GRANT 0 222,271 228,000 240,000 O BANK FRANCHISE TAX 957 100,000 100,000 100,000 100,000 TOTAL STATE FUNDING 1,060,355 1,278,271 1,333,000 1,345,000 1,105,000 5) CHARGEBAC~( OF SERVICES ADMIN EXPENSE CHARGE~ACK 977,317 1,037,905 1,O76.088 1,107,501 1,139,856 CITY A~I'ORNEY CHARGEBACK 39,652 60,000 43,000 43,000 43,000 OTHER CHARGES FOR SERVICES 114,600 117,345 118,725 122,092 125,559 TOTAL CHARGEBACKS 1,131,569 1,215.250 1,237,813 1,272,593 1,308,415 6} FINES PERMITS & FEES RECREATION FEES 661,095 717,129 729,709 733,209 737,209 BUILDING PERMITS & INSPECTIONS 471,430 468,925 444,100 449,100 449,100 PARKING FINES- $5 364,440 275,000 340,000 340,000 340,000 LIBRARY SERVICES 266,867 207.592 293,255 294,668 296,130 POLICE SERVICES 153,711 53,250 86,000 70,000 62,000 MAGISTRATES COURT 152,522 110,000 145,000 145,000 145,000 HOUSING PERMITS & INSPECTIONS 121,373 123,350 120.250 120,250 120,250 FOOD & LIQUOR LICEN & PERMITS 91,282 83,730 86,700 86,700 86,700 ANIMAL CONTROL SERVICES 78,322 71,400 78,600 76,600 76,600 BUILDING & DEVELOPMENT FEES 57,060 46.000 45,300 45,300 45,300 CEMETERY FEES & CHARGES 50,185 30.000 35,000 35,000 35,000 TOTAL FINES PERMITS & FEES 2,468,287 2,186,376 2,401,914 2.395,827 2,393,289 7} CONTRACTUAL SERVICES UNIVERSITY FIRE CONTRACT 721,576 705,000 747,300 770,000 793,000 JOHNSON COUNTY CONTRACT 317,882 313.200 322.000 328,000 335.000 TOTAL CONTRACTUAL SERVICE 1,O39,458 1.018,200 1,069,300 1,098,000 1,128,000 8) HOTEL/MOTEL TAX 458,633 440,000 440,000 440.000 440,000 9i ALL OTHER INCOME INTEREST INCOME 392,304 200,000 200,000 200.000 200,000 MISCELLANEOUS REVENUE 72,945 51,680 59.865 60,775 61,925 MONIES & CREDITS 27.911 26,000 26.000 26,000 26.000 MILITARY CREDIT 11,406 11,500 11,500 11.500 11,500 CEBA LOAN PROCEEDS 635,000 300.000 0 0 0 LOAN REPAYMENTS 36,041 O 20,000 20.000 20.000 TRANSFER IN. CABLE TV 25,000 25,000 O O 0 PROCEEDS FROM SALE OF HOME 0 0 0 0 0 PARKING FINES TRANSFER TO GE 472.676 400,000 440,000 440.000 440.000 LIBRARY LOAN AND TRANSFER 0 50,000 0 0 0 FIRE REPLACEMENT TRANSFER 50,000 O 0 0 0 TIF INTERFUND LOAN REPAYMT 48.035 34,324 62.000 62,000 62,000 GRANTS-POLICE/SENIOR CENTER 15.992 0 4,000 4,000 4.000 TOTAL ALL OTHER INCOME 1,787.310 823,385 824,275 825.425 GRAND TOTAL REVENUES 1.098,504 26,636.848 27,139,540 28,724,996 -9- 29.355,181 29.971,375 C. GENERAL FUND - EXPENDITURES The proposed General Fund expenditure budget in FY97 is 928,830,264 and is operationally the same as the FY98 Budget for most departments, with the exception of expanded services provided by the Streets Department with the addition of two new employees. The FY96 budget included the addition of six police officers and a Forestry Division employee to maintain trees along the right-of-way of public streets. A federal grant pays for the six police officers' salaries and benefits in FY96, FY97 and FY98. A comparison of dollars and percentage changes by major classification of expenditure follows: DOLLARS Actual Budget Proposed Proposed Proposed FY95 FY96 FY97 FY98 FY99 Personal Services Commodities Services & Charges Capital Outlay Transfers Contingency TOTAL EXPENDITURES 815,783,494 $17,042,321 ~18,014,692 $19,O39,112 920,124,924 816,025 980,287 1,006,099 1 ,O11,030 1,041,356 4,477,357 5,567,343 '5,013,242 5,134,550 5,262,239 917,593 2,908,794 1,353,662 917,717 978,564 2,615,308 3,380,470 3,152,569 3,469,768 3,133,801 - - 183,514 290,000 300(000 310,000 ~24,~09,777. ~30,062~7~9. ;~8,930,264 .~29~-~2~1,77, t~30,850,884 PERCENTAGE CHANGE FROM PRIOR YEAR Actual Budget Proposed Proposed Proposed FY~5 FY96 FY97 FY98 FY99 Personal Services Commodities Services & Charges Capital Outlay Transfers Contingency TOTAL % CHANGE 4.9% 8.0% 5.7% 5.7% 5.7% 3.9% 20.1% 2.6% 0.5% 3.0% 1.7% 24.3% 19.9)% 2.4% 2.5% (0.1)% 217.0% (53.5)% 32.2% 6.6% 25.7% 29.2% (6.7)% 10.1% {9.7)% ...... 3.4% 3.3% 5.2% 22.1% (4.1)% 3.6% 3.3% Personal Services Personal services includes salaries and benefits (health, life, disability insurance and employer share of FICA, IPERS, and Police/Fire retirement contributions. The FY95 budget includes scheduled step increases and an estimated bargained adjustment. Personnel costs are primarily controlled by collective bargaining agreements. Employees of the City are represented by three unions: AFSCME (Local //183), the Police Labor Relations Organization of Iowa City, and the Iowa City Association of Professional Fire Fighters, IAFF, AFL-CIO (Local #610). All supervisory, confidential, temporary and other emplovees who are excluded by law in Chapter 20 of the Code of Iowa are excluded from the units and from the terms, conditions or application of the Agreement. The majority of City employees are represented by AFSCME. This Union is comprised of two bargaining units, one composed exclusively of Library employees and the other composed of employees in all other departments. AFSCME ratified a two-year contract on July 1, 1994, and includes a 3.00% adjustment to wages in FY96 plus an,/ scheduled step increases. -10- Sworn police officers are represented by the Police Labor Relations Organizations of lows City. The bargaining unit is composed of all Iowa City police officers. Exempt from the unit are the police chief, lieutenants, captains, sergeants, and other confidential, administrative, supervisory and less than half-time employees. The police officers union agreed to a three.year contract that spans July 1, 1994, through June 30, 1997. This agreement included a 3.0% adjustment to wages in July 1994, 3.25% in July 1995, 2% in July 1996, 2% on December 28, 1996, plus any scheduled step increases in each fiscal year. The firefighters are represented by the Iowa City Association of Professional Fire Fighters, IAFF, AFL-CIO (Local//610). The bargaining unit is composed of firefighters, lieutenants, and captains. Exempt from the unit are the fire chief, fire marshal and battalion chiefs. The firefighters negotiated a one-year contract, July 1, 1995, and includes a 3.25% adjustment to wages plus any scheduled step increases. Employees who are administrative, supervisory or otherwise ineligible for collective bargaining are covered by the Personnel Rules and Regulations. Some are eligible for Civil Service. Salaries and benefits are determined by the City Council upon the Tecommsndation of the City Manager. Approximately 100 administrative and confidential employees received a 3% adjustment July 1, 1995, plus any scheduled step increases. Commodities Commodities mainly consist of office and cleaning supplies, and maintenance and repair materials for buildings, streets and equipment. Supplies and materials are projected to increase by 2.6% in FY97, 0.5% in FY98, and 3.0% in FY99. Services and Charges Services and Charges cover expenses for liability insurance premiums, Aid to Agencies payments, printing and postage, various service contracts, repairs and maintenance to vehicles, equipment and buildings, chargeback for internal service funds and utilIW costs. FY97 is estimated to decrease $550,000 or 10% less than FY96. The main reasons for the decrease are the one-time Pavment of $400,000 in FY96 to Moore Business for the Community Economic Betterment Association grant from the State of Iowa and moving the information Services chargeback to a transfer out line item in FY97. -11 - The Aid to Agencies budget is partially funded from Community Development Block Grant monies and the remainder funded from property tax revenues in the General Fund. The City Council appropriates money annually to each agency. The FY97 budget is proposed to be $383,450 [$105,000 CDBG, $278,450 General Fund). Human services received FY97 requests for funding totaling $456,885, an increase of $86,857 or 23,6% more than the FY96 budget - $60,685 is increases to current agencies that receive funding and $26,000 is from two new requests, $2,000 - Independent Living and $24,000 - Youth Homes. The financial plan provides funding in FY98 of $391,804 {$105,000 CDBG, $286,804 General Fund).and FY99 of $400,408 {$105,000 CDBG, 9295,408 General Fund). Below is a detailed listing of the actual funding of agencies from FY93 to FY95 and the budget for FY98. Actual Actual Actual Budget FY93,. FY94,, FY95 , Fy98 Big 8rothers/Big Sisters $ 28,500 9 30,000 9 31,500 933,075 Crisis Center 24,900 26,892 29,692 31,200 Domestic Violence Program 31,400 38,900 42,000 44,100 Elderly Services Agency 47,750 48,750 51,000 53,500 Emergency Housing Project 2,000 3,500 5,250 6,000 HACAP 8,000 6,000 6,000 6,240 Mayor's Youth Employment 39,691 35,000 36,000 35,000 MECCA 15,000 20,000 22,O00 24,500 Rape Victim Advocacy 12,000 12,000 12,000 12,000 Red Cross 4,200 4,200 4,200 4,410 United Action for Youth 47,000 49,000 50,000 53,000 Neighborhood Centers 27,000 42,978 45,000 47,250 ICARE 7,500 8,500 8,500 9,925 Life Skills Housing 14,844 16,990 15,560 Free Medical Clinic o0- -0- -0- 5,000 Contingency -0- -0' ~,0: 5,990 Subtotal $308,785 9342,708 9357,702 $370,190 LESS: Amount Funded (102,535) [121,990) (120,560) (105,000) Dirsctly by CDBG Net General Fund Total 208.~____~ 22~ ~2~,7,14~ $265,1 ~0, -12- 4. Transfers Following ia an itemized listing of actual transfers from the General Fund for FY94 and FY95, the FY96 Budget and Proposed for FY97, FY98 and FY99. GENERAL FUND FY94 FY95 FY96 FY97 FY98 FY99 TRANSFER TO Actual A~tusl Budget Proposed Proposed Proposed Airport Operations 58,156 99,328 103,450 123,000 100,000 104,000 Transit Operations 1,263,240 1,338,844 1,407,146 1,489,861 1,519,711 1,588,370 Transit Operations 213,500 317,833 469,000 315,000 452,000 487,000 JCCOG 85,292 67,805 94,966 85,500 91,250 98,000 Employee Benefits Reserve 200,~]00 200,000 200,000 Trails 8,476 164,499 18,192 Intra City Trails 4,950 30,000 30,000 30,000 CIP- Streetscape-near Southside 13,913 28,818 22,160 205,948 387,635 167,770 CIP-Civic Center, Airport, All Other 234,764 387,835 189,930 Information Services Transfer CIP-HVAC Digital Controls Equipment Division Loan Landfill Loan Rspay-Rre 177,071 Fire Truck Replacement ClP-Park Renovation & Improvemere 17,761 Computer Replacement Reserve- Library 14,800 Cable Channel Replacement- Library 9,000 Loan Repayment-Library CIP-Bullding Design-Library Parking-Senior Center Landfill-Loan Repayment-St. Center 6,000 CIP-Parks Land Acquisition CIP-Park Development Total Transfer from General Fund 2,080.751 50,000 50,000 30,000 50,000 519,076 707,167 456,791 9,000 6,500 8,500 4,000 4,000 4,000 50,000 29,250 29,250 29,250 188,855 29,250 69,508 152,742 65,000 65,000 65,000 30,000 45,000 60,000 60,000 60,000 9,500 20,292 11,790 11,790 11,790 50,000 86,774 8,336 6,000 6,000 6,000 6,000 8,000 20,000 9,000 30,000 30,000 30,000 131,874 57,100 57,100 57,100 12,000 12,000 12,000 12,000 2,615,308 3,380,470 3.152,569 3,469,768 3,133,801 5. Contingency The FY96 original contingency budget was 9376,357. The balance at 11-30o95 is $183,514 as budget amendments have been processed using contingency. The City Council added 9120,000 to the original FY96 contingency of $ 256,357 for a total of 9376,357. Contingency is set at approximately 1% of total revenues. FY97, FY98 and FY99 contingency is $290,000, $300,000 and 9310,000. -13- D. GENERAL FUND YEAR-END CASH BALANCE The City separates the General Fund cash balance into a Pure Fund Cash Balance and a Reserve Fund Cash Balance. The Pure Fund Cash Balance is that portion of the balance maintained as working capital which is not available for allocation except in emergency situations. The Reserve Fund Cash Balance is allocated for Parkland Acquisition/Development and Library computer equipment replacement, AV/Public Access equipment replacement and State reciprocal borrowing activity. (Fire Apparatus replacement reserve was moved out of the General Fund in FY95 and established as a reserve of the Equipment Division [internal Service Fund].) The annual year-end cash balance minus the reserve cash balances equals the Pure Fund Cash Balance or the General Fund's working capital position. The following chart gives the Pure Fund Cash Balance for fiscal years 1995 through 1999. FY95 FY96 ' FY97 FY98 FY99 ,Actu,a! Budslet Prqposed Proposed proposed Beginning Cash Balance Receipts Expenditures Ending Cash Balance Less Reserve Balances $ 7,268,824 $ 9,295,895 26,636,848 27,139,540 (24,609,777) (30,062,729) 9,295,895 6,372,706 $ 6,372,706 9 6,267,438 $ 5,760,442 28,724,996 29,355,181 (28,830,264) {29,872,177) 6,267,438 5,750,442 29,971,375 (30,850,884) 4,870,933 (694,373) (646,789) {696,407) (784,186) (868,987) Pure Fund Balance 8,601,522 ~ 5,725,917 5,571,031' _~ 4¢966,256 9 4x001,946 The Pure Fund Balance is 35% of expenditures in FY95, and drops to 13% by FY99. Any unexpected deterioration of the City's cash position will need to be monitored closely. Follo~ving the Financial Plan Overview are schedules summarizing the General Fund cash reserve balances. The Pure Fund Balance is used to provide for cash flow in the first quarter of the new fiscal year because the majority of property taxes are not received until October/November and cash balances are drawn down. The following chart shows cash flow needs or how expenditures have exceeded receipts in the first three months of the past five years. 3 mos @ Shortfall Sept. 30 Raceiota Exoenditures in Receipts 1995 $4,612,297 $8,637,663 ($4,025,366) 1994 $4,137,291 96,690,150 (92,552,859) 1993 $3,835,374 $6,205,082 ($2,369,708) 1992 $3,814,379 95,686,785 ($1,872,406) !991 $3,492,693 $5,348,695 ($1,856,002) The pure fund balance at year-end will provide fundin~j for the shortfall. E. DEBT SERVICE FUND This fund provides for the payment of the principal and interest due on general obligation debt of the CiW. Funding is provided by the Debt Service Tax Levy and abatement transfers from various Enterprise Funds for their capital improvements which were funded by General Obligation Bonds. Debt Service expenses in FY97 through FY99 include proposed bond issues of 92.0 million in Calendar Year (CY) 1996, $6.0 million in CY97, $7.0 million in CY98, and $4.8 million in CY99. -14- As stated in the City's Fiscal Policy, "Debt incurred as a general obligation of the Ciw of Iowa City shall not exceed statutory limits: presently 5% of the total assessed value of property within the corporate limits as established by the City Assessor." The following schedule shows the relation of Iowa City's allowable debt margin and the debt incurred for FY90 through FY99. The total property valuation amounts are actual for FY90-FY96, but are estimates for FY97 through FY99. Total Allowable Debt Debt as % of Property Margin (5% of Outstanding Debt Allowable Valuation Total ProJ3erW Val.) at July 1 Debt Mar~in · FY99 $2,039,579,677 $101,978,983 t~35,594,325 35% · FY98 1,980,17z~,443 99,008,722 31,314,069 32% 'FY97 1,922,499,460 96,124,973 27,620,973 29% FY96 1,866,504,330 93,325,216 29,675,380 32% FY95 1,783,182,543 89,159,127 20,955,000 26% FY94 1,600,141,356 80,007,068 11,433,900 14% FY93 1,551,803,540 77,590,177 13,711,322 18% FY92 1,413,802,243 70,690,112 16,462,582 23% FY91 1,379,028,589 68,951,429 14,985,000 21% FY90 1,308,653,903 65,432,695 15,170,000 23% 'Estimate The Fiscal Policy also includes the guideline that "the debt service levy shall not exceed 25% of the total levy in any one fiscal year." The following chart shows the debt service levy as a percentage of the total levy for FY90 through FY99. The levies for FY90-FY96 are certified and the FY97-FY99 are projected levies. (The State will certify the levy for FY97 in June 1996.) Debt Total Levy Service Levy As % of Total * FY99 13.484 $ 2.118 16 % °FY98 13.034 1.698 13% ~FY97 12.638 1.196 9.5% FY96 12.992 1.709 13% FY95 12.954 1.661 13% FY94 12.889 1.496 12% FY93 12.826 1.541 12% FY92 12.671 2.103 17 % FY91 12.128 2.152 18% FY90 12.028 2.253 19% F. TRUST AND AGENCY FUND The Trust and Agency Fund budgets for Johnson County Council of Governments {JCCOG). The JCCOG fund is an agency fund. The City acts as custodian for the fund and provides accounting services. JCCOG provides counW-wide planning assistance for transportation, human services and solid waste planning. G. INTERNAL SERVICE FUNDS Internal Service funds include the Equipment Maintenance Fund, Equipment Replacement Fund, the Central Supply and Print Shop Fund, the Risk Management Loss Reserve Fund, the Health Insurance Reserve Fund and a new Information Services Fund (formerly a division within the General Fund). -15- The Equipment Maintenance Fund provides maintenance for all City vehicles and equipment and rants vehicles to other City departments from a central vehicle pool. Funding is provided from a chargeback to all departments for the maintenance services and the rentals of vehicles. The Equipment Replacement Fund is used to replace almost all of the rolling stock of all City vehicles. Funding is provided from a chargeback to all departments based on the estimated replacement value at the time of replacement. The Central Services Fund covers the operation of the general office supply inventory, the print shop, copiers, phone communications, mail services, radio maintenance and the FAX machine. All of these functions are available to all City departments who are charged based upon the services utilized. The Risk Management Loss Reserve Fund accounts for the liability for all funds except the General Fund. All funds are charged based on their loss experience and prorated share of the insurance premium. The Health Insurance Reserve accounts for the actual payment of all health and dental claims. Premiums are based on actuarially sound estimates and charged to each department. The Information Services Fund accounts for the Data Processing operating support and replacement of all computer equipment for all divisions except Library. Currently, all operating support funding is from a chargeback to the General Fund. A new chargeback system for ell funds will be implemented soon. H. SPECIAL REVENUE FUNDS The Special Revenue Funds include the Employee Benefits Fund, Community Development Block Grant Fund (CDBG), Road Use Tax Fund, Public/Assisted Housing and Special Assessments. The Employee Benefits Fund accounts for the receipt of property taxes levied to pay the employer share of benefits of employees in the General Fund. Transfers to the General Fund are made from this fund. The CDBG and Public/Assisted Housing Funds account for revenue from the U.S. Department of Housing and Urban Development programs and is restricted in use for eligible projects as defined by Federal regulations, The Road Use Tax Fund accounts for revenue from the State and is used to pay for street related maintenance and planning, traffic engineering and street related construction costs. h ENTERPRISE FUNDS The Enterprise Funds include Parking, Wastewater Treatment, Water, Refuse, Landfill, Airport, Transit and Broadband Telecommunications. These are primarily funded from user fees for services provided with the exception of transit and airport. They receive most of their funding from property taxes, federal and state grants, General Fund subsidy, and the balance from fees. The other six funds are self-supporting from revenue that they generate. 1. PARKING FUND Parking rates were increased last on July 1, 1992. There are no rate increases calculated into the three-year financial plan. Revenues for the three-year plan are flat, Parking fines are receipted into the parking fund to satisfy revenue requirements for Parking Revenue bond covenants. If the bond covenants are satisfied and the cash balance at year end is adequate, the revenue from fines is transferred to the General Fund. Based on the cash balances -16- declining from approximately $980,000 at the end of FY96 to approximately $224,000 at the end of FY98, a rate increase to fund operations may need to be enacted sometime within the three-year financial plan. Parking expenditures reflect no change in staffing or operations. Transfers are approximately one-half of the operating budget. Transfers include the funding for debt payments, parking fine transfer to the General Fund, parking reserve for ramp repairs and an operating subsidy to the transit operations. 2. WASTEWATER TREATMENT FUND The wastewater treatment {und reflects the most recent 35% rate increase enacted for bills on or after March 1, 1995, and a change to monthly billing on July 1, 1995. Wastewater fees reflect increases of 15%, 12%, 10% and 10% for billings on or after March 1, 1996, 1997, 1998 and 1999, respectively. The rates, as proposed, comply with the City Council's direction of accumulating cash of 20% (approximately t~7.6 million) of the cost of three major wastewater projects estimated at approximately $37.8 million. This cash will be used to pay for part of the project costs as well as new debt service on bonds to be issued for the balance of the project costs. Expenses reflect no new increases in staff in the three-year plan. Transfers are the largest portion of the operating budget and are predominantly for the payment of principal and interest payments on debt that has or will be issued. The three-year plan reflects debt service transfers for revenue bond debt to be issued in Calendar Year (CY) 1996 - $18.9 million, CY97 - $8.8 million, and CY98 - $7.3 million. 3. WATER FUND The water fund reflects the most recent 40% user fee rate increase (24% on the minimum and 40% on usage past the minimum) enacted for bills on or after March 1, 1995, and a change to monthly billing July 1, 1995. Water fees reflect increases of 30%, 25%, 22% and 20% for billings on or after March 1, 1996, 1997, 1998 and 1999, respectively. The rates, as proposed, comply with the City Council's direction of accumulating cash of 20% {approximate- ly $10.7 million) of the cost of three major water projects estimated at approximately $54.1 million. This cash will be used to pay for part of the project costs. Expenses reflect no new increases in staff in the three-vear plan. Transfers include the water portion of General Obligation debt that has been issued and new Revenue Bond debt. The three*year plan reflects new debt service transfers for bonds issued in CY96 - $6.2 million, CY97 - $11.75 million, and CY99 - $25.5 million. 4. REFUSE FUND FY96 operations reflect the new curbside recycling route added March 1, 1995. Curbside recycling fees are scheduled to be increased on March 1, 1996, from $2.25/month to $2.80/month. A recycling container will be provided to all residents. Revenues also reflect the change to volume-based curbside refuse service. A base fee of 88.75/month allows for two containers of refuse to be picked up each week. Any refuse over the two-container limit will need a $1.00 sticker attached. There are no significant changes in operations in FY97 to FY99. 5. LANDFILL FUND The three-year financial plan reflects no increase in tipping fees. There are no significant changes in operations or transfers within this fund. The $1.7 million annual transfer from the operating fund to landfill replacement reserve is then used to pay the cost of constructing new -17- landfill cells, purchase of additional landfill land, and any major capital projects that are needed at the landfill. AIRPORT Revenues reflect increased income from the new hangar rentals. The Airport operating fund reflects no significant change in operations. Transfers include a loan repayment to the Landfill Reserve fund for the new T-Hangar, an asphalt overlay project and a major roof repair. The General Fund subsidy is approximately 50% of the airport operating budget in FY97 and decreases to 43% in FY98 and FY99. 7. TRANSIT FUND The Transit Operating Fund reflects many changes in the three-year plan. The three-year plan reflects a recommendation to increase fares from 50¢ to 75¢ per ride effective January 1, 1996. This is estimated to increase fare revenue by approximately $180,000. Federal grant revenue is scheduled to be phased out over the three years, $250,000 in FY97, $65,000 in FY9B and zero in FY99. Staff is also recommending to eliminate bus operating hours after 7:00 p.m. For accounting purposes, the Transit Operating Fund is considered an enterprise fund, which means fees pay for the majority of the costs associated with this fund; however, fees are one of the smallest portions of this budget. The majority of the funding in the Transit Fund is generated from a $.95 levy on all taxable property within the City of Iowa CiW. This generates approximately 81.4 to $1.6 million a year. In addition, the General Fund is projected to subsidize an additional 8315,000 in 1997, $452,000 in 1998 and $487,000 in 1999 to operate this fund. This subsidization has a direct impact on the General Fund operations. State grant revenue is estimated to be approximately $250,000 per year. Starting in FY95, $90,000 per year is being transferred from the Parking Fund to the Transit Fund as an operating subsidy. The three-year plan reflects the elimination of the transfer to the transit replacement fund. The CIW will pay their portion of new buses through loans and repay from the debt service property tax levy. Below is a summary of revenues by source and the percentage change from the previous year: FY95 FY96 FY97 FY98 FY99 Actual Budge.t, Proposed. Proposed Propos.e.d, Fare Revenue 8652,166 8645,000 8736,500 $831,500 8831,500 {3.0) % { 1.0)% 14.2% 12.9% - - Miscellaneous 38,012 32,500 32,500 32,500 32,500 Revenue 9.2% (14.5)% ...... Federal & 554,119 570,260 500,000 315,000 250,000 Slate Asst, 9,6% 2.9% {12.3}% (37.0)% (20.6)% Transit Tax 1,338,844 1,407,146 1,489,661 1,519,711 1,588,370 Levy 6.0% 5.1% 5.9% 2.0% 4.5% Operating 407,633 559,000 405,000 542,000 577,000 Subsidy 90.9% 37.1% (27.5)% 33.8% 6.5% Total 82,990,774 $3,213,906 83,163,661 $3,240,711 $3,279,370 -18- 8. BROADBAND TELECOMMUNICATIONS This fund accounts for the Cable TV operations of the City. The funding source is from a 5% cable franchise fee which is part of the monthly bill for Cable TV. There are no significant changes within this fund over the three-year plan. Transfers include an operating subsidy to the Library for cable TV of $40,365 in FY97 and an increase to $43,240 In FY99. In addition, $10,000 a year is transferred to the Cable TV replacement reserve fund, .which is used to replace equipment on an as-needed basis. J. RESERVE FUNDS The revenue bond ordinance covenants require that Parking and the Wastewater Treatment Fund set aside these special accounts: a) Bond and Interest Sinking Reserves - amounts sufficient to pay current bond and interest maturities. (Transfers from the appropriate operating fund are made monthly.) b) Bond and Interest Reserves - balances to be maintained that are equal to the maximum amount of principal and interest due on the bonds in any succeeding fiscal year. (Currant parking balance is $669,000 and Wastewater balance is $3,513,900.) c) Depreciation, Extension and improvement Reserve or Renewal and Improvement Reserves - t~240,000 transferred annually for Wastewater Treatment until a balance of $2 million is reached (current balance is 82,000,000) and $60,000 transferred annually for Parking until a balance of $300,000 is reached (current balance is $300,000). Parking, Landfill, Water, Transit and Broadband Telecommunications have separate reserves for future capital expenditures. The Parking reserve is to be used for ramp repairs/maintenance, which is performed biannually, end for a future parking facility. Landfill's reserve is to be used for the purchase of additional landfill land and ceil construction, closure funding and a perpetual care fund. The Water reserve is available to fund major capital improvement projects for the water plant in future years. The Transit reserve will be used to repay loans from the federal and state governments and to fund future bus acquisitions. Broadband Telecommunications' reserve is for future equipment replacement. -19- FY97 Proposed Expenditures by Division FYg7 Proposed P/g8 Projection FY99 Projection Personnel 839,137 $41,592 $44,206 Commodities 1,746 1,797 1,851 Services/Char~es 46,730 48,132 49,57~5 Total Exp. 987,613 $91,521 $95,632 CITY CLERK FYg7 Proposed FY98 Projection FYg9 Projection Personnel $192,589 $204,249 9216,642 Commodities 1,167 1,202 1,237 Services/Charges 51,242 77,778 54,361 Total Exp. $244,998 9283,229 9272,240 ~r~ III'?. AfrTORNEY' - , · FY97 Proposed FYg8 Projection Personnel $325,294 $345,201 Commodities 9,732 10,024 Services/Charges 37,022 38,132 Capital Outlay 366 0 Total Exp. $372,414 $393,357 FYgg Pr~ectton 9366,372 10,324 39,275 0 9415,971 ' CITY; MANAGER '... '.: FYg7 Proposed FY98 Projection FY99 Projection Personnel $278,630 $295,171 9312,756 Commodities 1,724 1,776 1,829 Services/Charges 53,27!. 54,868 56,514 Total Exp. $333,625 $351,815 9371,099 FY97 Proposed FYg8 Projection FYg9 Projection Personnel $168,297 $178,343 9189,018 Commodities 7,162 7,378 7,601 Services/Charges 104,149 107,275 110,495 Total Exp. 9279,608 9292,996 9307,114 -21 - FY97 Proposed FY98 Projection FY99 Projection Personnel $215,633 9228,675 $242,536 Commodities 2,244 2,311 2,380 Services/Charges 19,581 20,169 20.774 Total Exp. $237,458 9251,1 55 $265,690 FY97 Proposed FY98 Projection FY99 Projection Personnel 8319,791 9338,978 $359,369 Commodities 3,003 3,093 3,185 Services/Charges 57,704 59,435 61,219 Total Exp. $380,498 ~401,506 $423,773 FY97 Proposed FY98 Projection FY99 Projection Personnel ~ 179,073 9189,813 9201,225 Commodities 2,226 2,293 2,361 Services/Charges 15,227 15,684 16,153 Capital Outlay 1,725 2,060 0 Total Exp. $198,251 9209,850 $219,739 FY97 Proposed FY98 Projection FY99 Projection Personnel $408,988 $433,373 $459,281 Commodities 2,455 2,529 2,605 Services/Charges 205,024 211,176 217,510 Capital Outlay 10,597 1,869 1,224 Total Exp. $627,064 $648,947 $680,620 -22- Personnel Commodities Services/Charges Total Exp, Personnel Commodities Services/Charges Capital Outlay Transfers Out Total Exp, Personnel Commodities Services/Charges Total Exp. Services/Charges Total Exp, FY97 Proposed $167,569 6,265 15,517 $189,351 FY97 Proposed $122,'150 22,236 122,360 3,400 9,000 $279,146 FY97 Proposed $63,751 1,500 17,278 $82,529 FY97 Proposed $489,125 $489,125 FY98 Projection $177,762 6,454 15,983 9200,199 FY98 Projection $129,369 22,9.01 126,030 2,100 6,500 $286,900 FY98 Pr~ection $67,393 1,545 17,797 $86,735 FY98 Pr~ection 8503,799 9503,799 FY99 Projection $188,602 6,649 16,461 $211,712 FY99 Projection $137,036 23,587 129,810 1,200 6,500 $298,133 FY99 Projection $71,257 1,591 18,332 $91,180 FY99 Pr~ection $518,912 $518,912 FY97 Proposed FY98 Projection FY99 Projection Personnel $154,907 $164,231 9174,142 Commodities 2,447 2,522 2,599 Services/Charges 43,387 44,688 46,029 Total Exp. $200,741 $211,442 $222,770 -23- FY97 Proposed FY98 Projection FY99 Projection Personnel 8190,045 8201,464 $213,599 Commodities 3,165 3,261 3,358 Services/Charges 43,365 44,666 46,005 Total Exp. 8236,575 8249,391 $262,962 FY97 Proposed FY98 Projection FY99 Projection Personnel 856,361 859,706 $63,260 Commodities 681 701 721 Services/Charges 18,219 18,766' 19,329 Capital Outlay 25,370 25,000 25,000 Total Exp. 8100,631 8104,173 $108,310 FY97 Proposed FY98 Projection FY99 Projection Personnel $55,162 858,446 861,935 Commodities 480 495 510 Services/Charges 7,024 7,235 7,452 Capital Outlay 154,000 .. 4,000 4,000 Total Exp. 8216,666 870,176 873,897 FY97 Proposed FY98 Projection FY99 Projection Personnel 854,703 857,975 861,452 Commodities 1,835 1,891 1,947 Services/Charges 69,201 71,278 73,415 Capital Outlay ..21,600 20,000 20,000 Total Exp, 8147,339 9151,144 $156,814 -24- FY97 Proposed FY98 Projection FY99 Projection Personnel $ 542,799 $ 574,999 $ 609,204 Commodities 9,594 9,882 1 O, 177 Services/Charges 67,052 69,063 71,136 Capital Outlay 4.860 450 0 Total Exp. 9624,305 9654,394 9690,517 ' A DIVIINISTRATi'ON; FY97 Proposed FY98 Projection FY99 Projection Personnel 9139,205 9147,615 9156,554 Commodities 697 718 740 Services/Charges 5,278 5,439 5,603 Capital Outlay 585 0 0 Total Exp. $145,765 9153,772 9162,897 FY97 Proposed FY98 Projection FY99 Projection Personnel $1 i 2,220 9118,414 9124,978 Commodities 7,888 8,124 8,368 Services/Charges 42,306 43,561 44,853 Capital Outlay 23,450 21,130 21,690 Transfers Out 4,000 4,000 4,000 Total Exp. $189,864 $195,229 $203,889 FY97 Proposed FY98 Projection FY99 Projection Personnel 931,477 $33,424 935,495 Commodities 639 658 678 Services/Charges 4,095 4,219 4,346 Total Exp. 936,211 $38,301 $40,519 -25- Personnel Commodities Services/Charges Capital Outlay Total Exp, :' I ~ r.,1'l~,~'i-~. ~!r~l/'c'~ :" .'.' Personnel Commodities Services/Charges Capital Outlay Total Exp, FY97 Proposed $327,953 85,738 480,010 5,000 9898;701 FY97 Proposed 91,040,898 262,917 574,818 186,760 92,065,393 FY98 PrHecfion 9347,298 88,308 494,405 5,000 9935,011 FY98 Pr~ection 91,100,791 270,805 591,974 105,500 92,069,070 FY99 Pr~ectlon 9367,847 90,957 509,229 5,000 9973,033 FY99 Pr~ection $1,164,352 278,929 609,643 105,500 92,158,424 FY97 Proposed FY98 Projection FY99 Projection Personnel $174,377 9184,270 9194,762 Commodities 4,954 5,103 5,256 Services/Charges 72,220 74,096 76,026 Capital Outlay 10,080 5,080 5,970 Total Exp. 9261,631 9268,549 9282,014 FY97 Proposed FY98 Projection FY99 Projection Personnel 9159,428 9168,429 9177,971 Commodities 7,572 7,801 8,037 Services/Charges 30,838 31,746 32,680 Capital Outlay 10,895 7,595 1,470 Total Exp. 9208,733 9215,571 9220,158 -26- FY97 Proposed FY98 Projection FY99 Projection Personnel $260,729 9275,687 9291,549 Commodities 6,112 6,294 6,482 Services/Charges 37,676 27,477 28,301 Capital Outlay 2,622 750 4,200 Total Exp. 9307,139 9310,208 9330,532 Personnel Commodities Services/Charges Capital Outlay Total Exp, FYg7 Proposed 93,035,242 149,378 119,820 210,540 93,514,980 FY98 ~ojection 93,204,980 128,592 98,011 159,116 93,590,699 FY99 Pr~ection 93,384,508 132,447 100,949 131,300 93,749,204 -INVEs.TiGA"I:ION .' Personnel Commodities Services/Charges Capital Outlay Total Exp. FY97 Proposed 9487,653 3,105 13,643 10,245 9514,646 FY98 Pr~ection 9514,533 3,199 13,737 5,845 9537,314 FY99 Projection 9542,948 3,295 14,150 1.600 9561,993 Personnel Commodities Services/Charges Capital Outlay Total Exp, FY97 Proposed 9190,471 10,670 55,847 4,366 9261,354 FY98 Proje~ion 9201,448 10,990 57,523 10,575 9280,536 FY99 Projection 9213,084 11,318 59,248 5,400 9289,050 -27- FY97 Proposed FY98 Projection FY99 Projection Personnel ¢ 164,836 $173,185 9181,978 Commodities 15,039 15,491 15,954 Services/Charges 18,457 19,012 19,582 Total Exp. $198,332 $207,688 9217,514 FY97 Proposed FY98 Projection FY99 Projection Personnel t¢412,664 9436,741 9462,307 Commodities 8,075 8,317 8,566 Services/Charges 97,098 100,009 103,010 Capital Outlay 6,322 1,910 810 Total Exp. ~¢524,159 9546,977 9574,693 FY97 Proposed FY98 Projection FY99 Projection Personnel $196,757 9208,250 9220,456 Commodities 20,203 20,808 21,429 Services/Charges 41,806 43,054 44,341 Capital Outlay 2,930 14,114 1,000 Total Exp. 9261,696 9286,226 9287,226 FY97 Proposed FY98 Projection FY99 Projection Personnel 82,920,600 $3,079,394 93,247,269 Commodities 75,389 77,654 79,983 Services/Charges 290,397 299,119 308,091 Capital Outlay 83,925 48,775 46,125 Transfers Out 29,250 29,250 29,250 Total Exp. 93,399,561 $3,534,192 93,710,718 -28- H:J:S. '" ': '' FY97 Proposed FY98 Projection FY99 Projection Personnel 9169,173 $179,349 $190,164 Commodities 1,182 1,218 1,254 Services/Charges 26,988 27,798 28,634 Capital Outlay 2,927 0 0 Total Exp. $200,270 $208,365 $220,052 INSPECTION:' FY97 Proposed FY98 Projection FY99 Projection Personnel $289,272 $306,563 8324,935 Commodities 6,250 6,439 6,632 Services/Charges 46,677 48,075 49,516 Capital Outlay 500 0 3,500 Total Exp. 8342,699 $361,077 $384,583 FY97 Proposed FY98 Projection FY99 Projection Personnel $183,752 $194,861 8206,671 Commodities 3,120 3,215 3,312 Services/Charges 20,910 21,538 22,183 Capital Outlay 0 0 0 Total Exp. $207,782 9219,614 8232,166 Personnel Commodities Services/Charges Capital Outlay Total Exp. FY97 Proposed 91,299,718 121,186 395,906 88,350 81,905,160 FY98 Pr~ectlon $1,366,022 124,826 407,784 69,900 $1,968,532 FY99 Pr~ection $1,436,042 128,574 420,010 38,550 $2,023,176 -29- Personnel Commodities Services/Charges Capital Outlay Transfers Out Total Exp. FY97 Proposed $530,403 47,546 199,665 61,450 103,000 9942,064 FY98 Projection $561,125 48,971 205,501 47,300 103,000 9965,897 FY99 Projection 9593,732 50,441 211,513 50,300 103,000 91,008,986 RECREA.TION AD]VIIN.- Personnel Commodities Services/Charges Total Exp. FY97 Proposed 9142,296 1,516 16,533 9160,345 FY98 Projection 9150,914 1,563 1 7,028 9169,505 FY99 Projection 9160,075 1,611 17,539 9179,225 Personnel Commodities Services/Charges Capital Outlay Transfers Out Total Exp, FY97 Proposed 91,903,18O 64,987 329,481 363,427 71,790 92,732,865 FY98 Proje~ion 92.013,598 66,938 339,365 347,648 71,790 92,839,339 FY99 Pr~ection 92,130,793 68,949 349,545 503,270 71,790 93,124,347 FY97 Proposed FY98 Projection FY99 Projection Personnel 9271,926 9288,010 9305,093 Commodities 15,831 1 6,307 16,796 Services/Charges 161,956 166,815 171,821 Capital Outlay 32,370 12,000 1,455 Transfers Out 36,000 36.000 36,000 Total Exp. 9518,083 9519,132 9531,165 -30- Personnel Commodities Services/Charges Transfers Total Exp. FY97 Proposed 9957,232 33,194 514,393 1,629,598 93,134,4!7 ~ASTEWATER TREATMENT.,. ' '--" "-.- OPERATION'.'. · · ' .:. '.:..." .... FY97 Proposed Personnel 91,174,443 Commodities 264,100 Services/Charges 1,253,348 Capital Outlay 316,355 Transfers 6,440,083 Total Exp. 99,448,329 FY98 Projection ~1,015,105 34,188 529,754 1,624L303 $3,203,350 FY98 Projection $1,243,383 271,367 1,289,634 289,345 7,088,195 t~10,181,924 FYg9 Projection $1,076,616 35,213 545,578 1,637,033 $3,294,44O FYg9 Projection $1,316,590 278,845' 1,327,011 206,571 7,349,024 $10,478,041 Personnel Commodities Services/Charges Capital Outlay Transfers Total Exp. FY97 Proposed t~ 1,220,017 840,724 1,170,588 258,140 2,035.050 $5,524,519 FY98 Projection 91,291,224 857,247 1,205,673 145,000 2,675,305 96,174,449 FYg9 Projection $1,366,831 874,262 1,241,808 150,000 3,359,521 $6,992,422 FYg6 Proposed FY97 Projection FY98 Projection Personnel 9760,128 $804,953 $852,552 Commodities 46,978 48,388 49,840 Services/Charges 1,079,074 1,094,334 1,110,047 Capital Outlay 1,000 0 0 Transfers 20,000 20,000 20,000 Total Exp. $1,907,180 $1,967,675 92,032,439 -31 - Personnel Commodities Services/Charges Transfers Total Exp, FY96 Proposed 9544,626 23,766 1,126,384 1,700,000 93,394,776 Personnel Commodities Services/Charges Capital Outlay Transfers Total Exp, FY97 Proposed 973,528 7,943 92,309 16,900 55,000 9245,680 Personnel Commodities Services/Charges Capital Outlay Total Exp, FY97 Proposed 91,866,494 399,819 782,420 84,573 93,133,306 FY97 Proposed Personnel 9199,425 Commodities 6,467 Services/Charges 44,227 Capital Outlay 8,000 Transfers 50,365 Total Exp, 9308,484 FY97 Pr~ection 9576,423 24,480 1,147,439 1,700,000 93,448,342 FY98 Pr~ection 977,888 '8,181 89,257 2,600 55,000 9232,926 FY98 Pr~ection 91,977,295 405,067 805,832 35,573 93,223,767 FY98 Pr~ection 9210,733 96,661 45,467 0 51,778 9314,639 FY98 Pr~ection 9610,184 25,214 1,169,131 1,700,000 93,504,529 FY99 Pr~ection 982,523 8,427 91,466 0 55,000 9237,416 FY99 Pr~e~ion 92,095,006 410,470 829,948 0 93,335,424 FY99 Pr~ection 9222,725 96,862 46,742 0 53,24O 9329,569 -32- FY97 Proposed FY98 Projection FY99 Projection Beginning Bal. $ 620,461 $ 470,267 $ 272,660 Debt Svs. Levy 2,058,470 2,809,572 3,701,399 Bond Transfers 1,440,368 1,393,857 1,346,519 Abatements 556,505 533,779 498,732 Misc. Transfer 524 0 0 Total Revenues $4,055,867 $4,737,208 $5,546,650 FY97 Proposed FY98 Projection FY99 Projection Beg. Balance $ 668,405 $ 942,781 $1,226,028 Emp. Ben. Levy 3,326,729 3,225,032 3,421,358 Fire Contract 80,504 82,517 84,580 (Sen. Fund Transfer 200,000 200,000 0 Misc. Transfer 457,000 790,000 832,000 Total Revenues $4,064,233 $4,297,549 $4,337,938 Beg. Balance Road Use Tax Interest Income Total Revenues Services/Charges Transfers Total Exp. Ending Balance FY97 Proposed $1,426,906 4,000,000 100,000 4,100,000 1,865 4,439,049 4,440,914 ~1,085,992 FY98 Projection $1,085,992 4,300,000 100,000 $4,400,000 1,921 4,454,486 4,456,407 $1,029,585 FY99 Projection $1,029,585 4,400,000 100,000 $4,500,000 1,979 4,058,554 4,060,533 $1,469,052 FY97 Proposed FY98 Projection FY99 Projection Personnel $50,847 $53,968 $57,289 Commodities 613 632 651 Services/Charges 7~724 7,956 8~194 Total Exp. $59,184 $62,556 $66,134 -33- 'JCcOG"..-' .- '..' .: ~R,ANS PO R:T-AT-iO N. Personnel Commodities Services/Charges Total Exp. JC'C0G HUMAN ~'I~RVI'C-- ES / - ' :: '.?'. Personnel Commodities Services/Charges Total Exp. Personnel Commodities Services/Charges Total Exp, Services/Charges Total Exp. Personnel Commodities Services/Charges Capital Outlay Total Exp, FY97 Proposed $116,584 1,969 15,471 $134,024 FY97 Proposed $49,558 579 11,170 $61,307 FY97 Proposed $52,613 763 5,190 $58,566 FY97 Proposed $22,308 $22,308 FY97 Proposed 5276,264 13,985 108,457 82,950 5481,656 FY98 Projection $123,628 2,028 15,936 $141,592 FY98 Pr~ection $52,514 596 11,506 $64,616 FY98 Pr~ection $55,778 787 5,347 $61,912 FY98 Projection ~22,977 $22,977 FY98 Pr~ection $293,049 14,406 111,711 288,000 $707,166 FY99 Projection t~131,117 2,087 16,415 $149,619 FY99 Pr~ection $55,656 613 11,852 $68,121 FY99 Pr~ection $59,141 811 5,507 $65,459 FY99 Pr~ection $23,666 $23,666 FY99 Pr~ection $310,895 14,835 115,061 16,000 $456,791 -34- ..AiNTENA' NC:-E.~ ;. Personnel Commodities Services/Charges Total Exp, FY97 Proposed $465,685 639,885 141,134 $1,246,704 FY98 Pr~ection $493,293 659,081 145,361 $1,297,735 -FY99 Projection $522,621 678,853 149.717 $1,351,191 Personnel Commodities Services/Charges Capital Outlay Total Exp. FY97 Proposed $62,939 74,171 482,984 15,500 $635,594 FY98 Pr~ection $66,676 76,396 497,476 0 $640,548 FY99 Projection $70,645 78,687 512,404 15,500 $677,236 Personnel Commodities Services/Charges Total Exp. FY97 Proposed $506,648 25,013 3,604,007 $4,135,668 FY98 Pr~ection $536,932 25,764 3,712,127 $4,274,823 FY99 Pr~ection $569,108 26,536 3,823,488 $4,419,132 -35- "No'N-OPERATiONAL' ADMN... :. .:-.. - FY97 Proposed FY98 Projection FY99 Projection Personnel t~O $0 $0 Commodities 85 88 91 Services/Charges 403,450 415,554 428,O21 Transfers 2,311,353 2,442,961 2,357,370 Contingency 290,000 300,000 31 O,O00 Total Exp. 83,004,888 $3,158,603 $3,095,482 TRANSFER TO: River TrailSBike Trail Streetscape-near Southside Intra City Trails Transit Levy JCCOG Administration Airport Subsidy Transit Subsidy JCCOG-Rural Planning JCCOG-Human Services Reserve for Future Empl. Compensation 18,192 50,000 30,000 1,489,661 30,500 123,000 315,000 9,500 45,500 200,000 $2,311,353, -36- FY97 CAPITAL IMPROVEMENT PROJECTS Melrose Avenue Bridge Reconstruction ...................... Melrose Avenue - Byington to Hawkins - Street Reconstruction . .. Traffic Signal - Old Dubuque Road/ACT to Hwy 1 ............ First Avenue - Muscatine to Bradford ~ Street Reconstruction .... Willow Street - Muscatine to Brookside - Street Reconstruction . .. Traffic Calming ................................... Traffic Signals .................................... Asphalt Resurface and Chip Seal ....................... Scott Boulevard Extension - Phase ....................... Southgate Avenue - New Street ....................... .... $1,764,000 ..... 600,000 ..... 500,000 ..... 540,000 ..... 200,000 .... 50,000 ...... 50,000 ....... 285,715 ..... 2,015,000 ........ 324,000 Iowa River Trail - Burlington to Hwy 6 .............................. 450,000 Willow Creek Trail ............................................ 150,000 Curb Ramps ................................................ 100,000 Intra-City Bike Trails ............................................ 30,000 Napelean Park Lift Station ..................................... 5,458,000 Scott Boulevard Trunk Sewer .................................. 3,355,000 Bjaysville Lane Sanitary Sewer ................................... 110,000 Iowa Interstate Railroad - 7th to 1 st - Storm Sewer .................... 350,000 Napelean Park Renovation ................................... 700,000 Mercer Park Aquatic Center Expansion ......................... 1,410,000 South Soccer Field Complex ................................. 700,000 Benton Street (Ned Ashton) Park ............................... 40,000 Kiwanis Park ............................................. 75,000 Parks and Recreation Annual Maintenance Projects .................. 65,000 Future Parkland Development ................................... 50,000 Open Space - Land Acquisition ................................. 50,000 Industrial Park .............................................. ? Southside Parking Ramp ...................................... 4,000,000 Southside Streetscape ....................................... 700,000 Iowa Avenue Streetscape ................................... ? Total ................................................. $24,121,715 - 37 - t// January 3, 199 *HOURS OF SERVICE AND FARES FOR IOWA TRANSIT SYSTEMS Iowa City Mason City Sioux City Fort Dodge Marshalltown Waterloo Dubuque Bettendorf Clinton Davenport Muscatine Cedar Rapids Coralville Cambus Ames Des Moines Council Bluffs Ottumwa Hours of Service 6:00 a,m,-'11:00 p,m, M-F 6:00 a,m,-7:00 p,m, 6at, 6:30 a.m.-5:30 p.m. M-F 6:00 a.m.-6:00 p.m. M-F 7:00 a.m.-6:00 p.m. Sat. 7:00 a.m.-6:00 p.m.M.F 10:00 a.m.-5:00 p.m. Sat. 7:00 a.m.-5:30 p.m. M-F 5:45 a.m-6:00 p.m. M-F 9:45 a.m.-5:15 p.m. Sat. 6:00 a.m.-6:00 p.m.M.F 8:00 a.m.-6:00 p.m. Sat. 6:00 a.m.-6:00 p.m. M-F 8:30 a.m.-5:30 p.m. Sat. 6:00 a.m.-6;00 p.m. M-F 7:30 a.m.-6:00 p.m. Sat. 5:15 a.m.-7:15 p.m. M-F 5:40 a.m.-7:00 p.m. Sat. 6:00 a.m.-5:45 p.m. M-F 8:30 a.m.-4:30 p.m. Sat. Present Proposed F,a~ Fare Increase S0¢ 75¢ 26¢ elderly off-peak 28¢ elderly off-peak Free dlsabled off-peak Free disabled off-peak $'18 monthly paee $26 monthly pass 50¢ 85¢ adult $1.00 adult student 65¢ $.75 student 75¢ adult 50¢ student 75¢ $1.00 adult 75¢ student 80¢ adult $1.00 adult 45¢ student $.55 student 50¢ 60¢ 50¢ Adult 35¢ student 50¢ adult 25¢ student 65¢ 5:30 a.m.-7:15 p.m. M-F 10¢ transfer fee 7:50-12 1:00-5:30 p.m. Sat. 50¢ adult 25¢ elderly/disabled 30¢ students 6:00 a.m.-6:30 p.m. (1 route to 12:00) 50¢ adult M-F 25¢ youth (5-15) 6:16 a.m.-6:30 p.m. (1 route) Sat. 5:45 a.m.-12:30 a.m. M-F 11:30 a.m-12:00 a.m. Sat. & Sun. 6:19 a.m.-12:45 a.m. M-F 7:21 a.m.-11:00 p.m. Sat. 8:58 a.m..11:00 p.m. Sun. 6:00 a.m.-6:00 p.m.M.-SaL 4:52 a.m.-9:40 p.m. M-S 6:20 a.m.-6:00 p.m. M-F 9:40 a.m.-4:00 p.m. Sat. No Fare 90¢ adult 40¢ student $1.00 adult 75¢ student monthly pass $29 $1.00 $1.00 adult 75¢ student monthly pass $22 Thinking about increas- ing fares to $.75 proposing doing away with transfer and student fare increase base fare to $.75 Thinking about increas- ing fare to $.75 July 97 $1.00 adult 50¢ student TRANSIT FUND FARE REVENUE Compared to Total Transit Expenses Transit Dept. Fare Percent Fare Fiscal Year Total Exp. Revenue to Exp. 1984 1,876,298 785,341 41.86% 1985 1,973,244 729,291 36.96% 1986 2,162,197 801,734 37.08% 1987 1,894,871 725,692 38.30% 1988 1,928,871 639,111 33.13% 1989 1,917,875 623,111 32.49% 1990 2,265,496 630,097 27.80% 1991 2,158,707 654,784 30.33% 1992 2,607,050 629,146 24.12% 1993 2,713,661 639,597 23.570/o 1994 2,721,545 672,453 24.71% 1995 2,891,274 652,327 22.56% 1996 3,254,969 645,000 19.81% 1997 3,133,306 736,500 23.50% 1998 3,223,767 831,500 25.79% 1999 3,335,424 831,500 24.92% mgr~budget\trnsffnd g SEATS RIDERSHIP/COST FY87-97 not include suplemental cab contract. YEAR FY87 FY88 FY$9 FY90 FYSl FY92 FY93 FY94 RIDERSHIP 32,547 35,185 41,755 52,741 56,609 47,873 49.025 49,137 CONTRACT $95,000 $99,850 $143,000 $175,081 $228,225 $252,000 $269,580 $291 COST/RIDE $2.92 $2.84 $3.42 $3.32 $4.03 $5.26 $5.50 $5.92 FY97 F~gures are bases on the proposal from SEATS arid estimated ridership figures. FY95 FY96 FY97~ 55,959 58,800 60,000 00 $468,420 $468,420 $603,000 $8.37 $7.97 $10.05 CITY OF IOWA CITY SELECTED OPERATING EXPENSES AND PERCENTAGE CHANGE FROM THE PPJOR FqSCAL YEAR Transit Operations FY91 FY92 FY93 FY94 FY95 FY96 FY97 ACTUAL ACTUAL ACTUAL ACTUAL ACTUAL BUDGET PROJ Personal Services 1,309,529 Gasoline 99,013 165,611 Buses (Parts) 227,970 Aid To Agencies (Seats I Taxi) 60,845 Capital Outlay 115/96 Tota!Opemting 2,158,707 FY98 FY99 PROJ PROJ 1,538,083 1,645,952 1,706,879 1,765,462 1,938,839 1,866,494 1,977,295 2,095,006 17.45% 7.01% 3.70% 3.43% 9.82% -3.73% 5.94% 5.95% 77,231 54,308 86,323 95,535 100,107 99,356 102,337 105,407 -22.00% -29.68% 58.95% 10.67% 4.79% -0.75% 3.00% 3.00% 235,185 259,399 253,448 203,519 210,000 225,000 225,000 225,000 42.01% 10.30% -2.29% -19.70% 3.18% 7.14% 0.00% 0.00% 237,540 279,421 299,282 491,076 476,000 641,000 659,140 678,914 4.20% 17.63% 7.11% 64.08% -3.07% 34.66% 2.83% 3.00% 252,088 189,254 81,659 84,852 170,060 84,573 35,573 314.31% -24.93% -56.85% 3.91% 100.42% -50.27% ~57.94% -100.00% 2,607,050 2,713,661 2,721,546 2,891,274 3,254,969 3,288,306 3,383,327 3,500,141 20.77% 4.08% 0.28% 6.24% 12.58% 1.02% 2.89% 3.45% g7BUD~TRANAPRP,X LS Cha~t 1 Total Operating Expenses Bus Fares Transit Levy General Levy Subsidy State Grants Federal Grants TrapPer from Parking Fund TRANSIT FUND Selected Revenues as % of Operating Expenses FY91 FY92 FY93 FY94 FY95 FY96 ACTUAL ACTUAL ACTUAL ACTUAL ACTUAL BUDGET 2,158.707 654,784 30.3% 651,316 30.2% 420.000 19.5% 195,635 9.1% 188.360 8.7% 2,607,050 529,146 24.1% 665.787 25.5% 678,674 26.0% 233,814 9.0% 301,862 11.6% 11,908 0.5% 2,809 0.1% A B C D - Fare Incr. - Fare Incr. - No Fare Incr. '- No Fare lncr. - Service - No Service - Service - No Service Reduction Reduction Reduction Reduction FY97 FY97 FY97 FY97 BUDGET BUDGET BUDGET BUDGET 2,713,661 2,721.546 2,891,274 3,254,969 3,288,306 3,380,290 3,288,306 3,380,290 639,597 672,453 652,327 645,000 736,500 736,500 645,000 645,000 23.6% 24.7% 22.6% 19.8% 22.4% 21.8% 19.6% 19.1% 1.233,038 1,263,240 1,338,844 1,407,146 1,489,661 1.489.661 1,489.661 1,489,661 45.4% 46.4% 46.3% 43.2% 45.3% 44.1% 45.3% 44.1% 213,894 213,500 317.633 469,000 470,000 560,000 553,000 651,500 7.9% 7.8% 11.0% 14.4% 14.3% 16.6% 16.8% 19.3% 197,559 228,372 257,141 220.000 250,000 250,000 250,000 250,000 7.3% 8.4% 8.9% 6.8% 7.6% 7.4% 7.6% 7.4% 285,604 260,168 296,978 350,260 250,000 250,000 250,000 250,000 10.5% 9.6% 10.3% 10.8% 7.6% 7.4% 7.6% 7.4% 90,000 90,000 90,000 90,000 3.1% 2.8% 2.7% 2.7% 90,000 90,000 2,7% 2.7% 97Bud~TRANAPRP XLS Year 1995 FY 1996 FY 1997 FY 1998 FY 19991 ;Y 2000~ FY 2001 FY 2002 FY 2003 FY 2OO4 RNANCE ENTIRELY FROM BONDS WATER. PHASE IN PROJECTS: '~995-e 6,316,250 1997 $11,4~0,000; 200~$36o600,000; TOTAt. COST OF PROJECTS e4~.962,850, WITH iNTEREST AND ONE YEARS DEBT- $116.3015o393. BONDS TOTALING $54~215,250 Average Monthly Estimated Residential Annual Cost Rate Ad~ Water Sample Optlops-Large User i Average Mon~y Cost Commercial for Water FY .. 1995 40% 3,150 Pt' 1996 25% 3,938 FY 1997 15% 4,529 FY 1999 ~0% 5,480 FY 200~ 10% 6,631 F'Y 2003 10% 8,023 FY 20O6 0% 8,424 Industrial FY 1995 40% 16,800 I:Y 1996 28% 21,000 FY 1997 15% 24,150 FY 1999 10% 29,222 WATER PROJECTS - PHASE iN AND ACCUMULATE CASH 5%. 10%, ~5%, 20% 25% BY THE YEAR 2001 6% CASH IN 2001 PROJECTS: TOTAL COST OF PROJECTS ~4~,562,850, 8112.921.938. BONDS TOTAUNG (~51 Annual Cost for 10% 26.68 40% 3,150 0% 7,959 PROJECTS: t~OJECTS: 199B.e 6,316~50 19~5-~ 6,315,2~ 1997 ~11~,~; 1~7 TOT~ ~ST OF TOT~ ~ 0F ~OJ~TS ~,~850, ~S ~,~, ~1~,019~3E. ~NDS ~105~,0~. ~S ~1 Co~ f~ ~1 C~ for ~e ~ Wat~ ~e ~j~ Wat~ ~% !4.05 ~% 14.05 15% 27.86 15% 29.07 10% ~.65 15% 33.~ 10% 33.72 10% 36.77 0% 33.72 0% 36.77 0% ~.72 t 0% 36.77 A~ A~ M~y Co~ Mo~ C~ for W~ f~ W~ ~% 3,150 ~% 3,150 25% 3,938 26% 3,~ 20% 4,726 ~% 4,726 15~ 6,250 15% 6,522 0% 7,~3 0% 8,250 0% 7.563 0% 8,250 PROJECTS: 199E-8 6.315,250 1997 911.400,000; 2000-~,500.O00; TOTAL COST ~0JECTS ~49.56Z85~ ~,44~ ,109. BO~D$ TOTAMNG ~9.730.2~3 CASH SAV~IGS-~I 7.864.285 Av~mg~ Annu~ Co=t fo; PROJECTS: 199S-~ 6.315,250 2000-$36°500.900; TOTAL COST OF PROJECTS e49,562..85~ WITH INTEREST AND ONE YEARS DEBT° 8101.923.809. TOTALLY3 CASH 810,642..900, SAVI~GS-$14,381,585. E~ma~d ~ Cost for T 14.05 14.05 18.27 I' ~0% 18.27 21.92 25% 22.84 3-;~.ss 20% 32.as $-~'~ ' 20% 39.47 9-~--~ /~ o% 3~.47 0% 36.29 ~' 0% 39.47 0% 99.29 40% 3O% 20~ 20% 0% 40% 16,800 25% 21,000 40% 16,800 40% 16,800 · 40% 28% 21,000 25% 21,000 30% 20% 25,200 20% ' 251200 .: ' 20%. 15% 33,327 16%, · "34..776~ , -Oe~~- "~ '~O¢326, -0~, ~ ,.'' ~,'~i1' ;. ~. 0~"-' 0% . .~.',40,326. 0% 43.991 ~ CI~Y OF IOWA CiTY SCHEDULE OF AVERAGE RESIDENTIAL MONTHLY WATER ONLY BiLL AND HOW MUCH IS APPLICABLE TO OPERATING AND DEBT SERVICE EXPENSES FOR FY 1995 THRU FY2006 Average Amount Amount % % Applicable Residential Aplicable to Applicable to Aplicable toto Debt Monthly CostOperating Debt Service Operating Service of Water Expenses Expenses Expenses Expenses FY 1995 $14.98 $13.07 $1.91 87% 13% FY 1996 $19.47 $14.47 $5.00 74% 26% FY 1997 $24.34 $16.21 $8.13 67% 33% FY 1998 $29.69 $17.79 $11.90 60% 40% FY 1999 $35.63 $19.58 $16.05 55% 45% FY 2000 $42.76 $20.01 $22.75 47% 53% FY 2001 $49.17 $11.83 $37.34 24% 76% FY 2002 $41.79 $22.95 $18.84 55% 45% FY 2003 $39.70 $22.50 $17.20 57% 43% FY 2004 $39.70 $22.94 $16.76 58% 42% FY 2005 $37.72 $22.53 $15.19 60% 40% FY 2006 $37.72 $22.93 $14.79 61% 39% C:tWATSEW~ WATRt t95.XLSt OEC$ RAY OP¥ 1/8/96 TRANSIT FUND PROPOSED 8UOGET TO CI~ COUNCIL FOR ~97 THRU ~99 ELiMiNATE EVENING SERVICE. Loc~ Gov=mmentat A.9~__~i~ 23,22_5 30,386 25,762 .... 28.552 26,973 27.090 26,5~ S~te G~en~ 236..2.1.0 195,635 .... ~..~,8 1..4_ 197,559 228,372 257,141 220,~ FEM~FHWA Rood Grant . · 17,078 1,837 Federal Gra.ts 185,023 188,3~- ...... ~0~.8_6.~' -. 295.6~ * '~,~,169 296.978 350.2~ M~ c~la~o~_Re.v.~.u_e ...... 2.508 7.409 ACTUAL ACTUAL "/-- '~0~[' -- !"~CTUAL ACTUAL ACTUAL E~IMATE I 296.447 ~ 298.131 ' ' ..... ~.4_6_~1.4.._~-' ~2~,~---.--..2_.T_2,_~.~_~ ~"' '~I'.~'~6' ~ . 303.791 ............. 253,349 736,509 26.509 250.~ BUDGET PROJECTION 499 4.548 ~96 460 -- ....J - 211.381 420,000I 678.674 3.8o9,[ ......~.~.~ 831.509 250.~ 65,0~ I. --i FYgg PROJECT/ON .... 213,894 831.5~ 26.500 '~60.000 1.519.711 ' ½.688.370 213,500 ----31--'"~.~5~ ...... ~-$~:~Ob' 315,000 -.rE.."' ~60~ . 487.000 363.974 370,105 399.819 4OS,D67 3.279.370 2,095,006 410,470 829,9~'8 J. 877,910 775,865 782,420 605.832 ~TAL REC[~ .............. I 2.248,150 2.170,390 2,562.268 ~ 2.614,825 2.689,621 ......... ........ Personal ~ices J 1,052,1~ 1.~4.569 1,273,581 [ 1 ,~6~'- 1,418,807 Se~c~ A~ ~arg~ 956.954 996,677 1,075.27~ 1.148.601 1,211.463 ~81~ ..... : ~ ' ' 9.747 ~25L . ~ .~ 4,682 Tr~sf~ 245.0~ 50.~ 192,19~ --. ~5~,~?[ 76.882 T.0. T.AL_EX?_E.N.D_~.U_~ES .... 2._~6.5:498 ___3,1.58.707 ENDING~,LANCE [ 286,~5 298,130 2,~7,050~i- 2,713,66I 253.349j 154,513 18,928 110,050 65.000r 60.000 2,721,546 2.891,2741 3.254,969 122,589! 222,089i 161.o36i 84,673 ' 35,573 3,133.306 -..3,.2..2~3:7~_7 3,335.424 211,381 228,3251 172,271 ....... 'Tote e~6n9 G; Tra~e~-;/.--~'T' ' , , ......... 1,254.~ GAg78UD~DY ~ TRANSIT XLS ~BU~ET.CURRENT 1/6/96 CITY OF IOWA CiTY TRANSIT FUND - FY 97 TO FY99 ADJUSTED SEATS CONTRACT TO $603,000 FROM $448,000. RATE INCREASE 111197; SERVICE CUTS. -- _u~r~l L 303.791 Bus Far.e.s. ............. -t 630,097 L°?[ Gpvem me~t el A- 9?-cie-s - I 23,225 '"-~'T0~L' ..... ~J~L- ACTUAL ~- ACTUAL ACTUAL ESTIMATE BUDGET --' P-~J~16~ ' I 654.784 [ 629.146 639.597 672,453 652.: 645,0~ 736.5~ 831.5~ 831,~0 ~386 ~5.782 28.552 26.973 27,~ 26.5~ 26.5~ 26.5~ ~ 195,635 Expend~ures 188,360 [ 301.862 285,604 I 260,168 296,978 350,260 -' ' 250,000 ~:1]~.390 ~ 2.562,265 j 2.614.825 2.689,621 2,9~,77~ 3.213,9~ 3.163.661 3.os~ .... ~ 7s.ss~ ss.~o so.~ 1,977.295 1,568.370 3,279,970 2,095,006 405,067 410.470 965.392 994,665 35,573 ....... ::: ...... :--t'- 56,381 (86,235) G:'~979UD\DY~, TRANSIT XLS ',EUDGET.CC SEATS 603 1/6/96 CITY OF IOWA CITY TRANSIT FUND · FY 97 TO FY99 ADJUSTED SEATS CONTRACT TO $603,000 FROM $448,000. INCREASED TRANSFER FROM GF BY $155,O00. 160,000 AND 5180.000. INCLUDES RATE INCREASE 111197 AND ELIMINATING EVENING SERVICE SCHEDULE A ................. A~'r ~.[ I ACTUAL [ ACTUAL ACTUAL I ACTUAL ACTUAL I ESTIMATE BUDGET " Locsl Governmental Agencies 23,225 30.386 25.782 28,552 26,973 27.060 26,800.] 26,500-- J .. J 26.500 26,500 rvli$cell~neou$ Revenue 2,508 7 409 499 4,548 296 480 · · I - . T_r.ar~__fer~f[_0~n__Par_.k_mg Fund 47.891 2,809 11.908 · I - 90.000 lq. 0_,~O0~_ ...... _9.0..00.__0. J . .90,~0 9.070.0~_ [ FY99 228.765 j ~ 3.459.370 .___2._,6._89,621 2.997..7_.7_4. _.:~,.21~3.906 -.. 3__z3_~I.8..__~1 ..... 3..4.0~.,7~ ! t ..... ._I..418_.z.8_07I_.. .'1...765,.462 ..... 1.,93.8.,83.9_ _ . ~1.~6.,.49..4. L--[ 1,977,2g~ 2.095,006 9,712 363,974 370.105t 399.819 ~ 405.067 410,470 ............................ 7'-~,~ ..... --937,4~27~ ........ Te~. ~'~:~ 994,665 1,211,463 677,910 4.682 ~8,928 ~'~0,'-'~"~ .... ~E. ..... -'~.~'7'§ ..... TOTAL EXPEND TURES .... I 2.265.496 2,158,707 2.607 050 ,~ 2,713.661 2,721.546 2 891 274 3 254,969 3,288,306 ' 3,383,327 3.500.141 I ......................................... r ......... I '~6,'~'~"~AL"'~'~-~ ..... ; 266,,'~5: 296,130 253,349 I 154,513 122,589 I 222,089 ! 181,026 ~ 211,381 J ~ 228,765 ~ ~ 182,994 ~_ 1.254,0~ .................. J ................... ~ ..................... L ............................... i ...... I tO Cover SEATS Increase-..... > 155,0~ 1 160~0 2 i '~,~ J [ S~d ?o~[ [nc.8~ .........> I I ~{,~- ' · G:',FYgT~,D¥\ TRANSIT XLS \BUDGET.CC SEATS 603 GF INCR L CITY OF IOWA CITY TRANSIT FUND - FY 97 TO FY99 ADJUSTED SEATS CONTRACT TO $603,000 FROM $448,000. INCREASED TRANSFER FROM GENERAL FUND BY $245.000, 230,000 AND $320,000, FARE INCREASE 1/'1/97; EXISTING SERVICE LEVEL, SCHEDUL~B .Lo~I Go~mmente] A~i~ ~" ' ~.210 30.386 21.409 19.~_ tnter~t tncome . ~' ~' 7,409 ACTUAL ACTUAL I ACT[~AL ~ ACTUA~ ~s~ j FYSS -t FYS6 -L ._.~w97 ACTUAL I ACTUAL I ESTIMATE. I BUDGET 629,1,~.__. 639.597 , "672.453 - 652,327 645.000 , 736,500 25,782 ..... 28.5~'~- .... ~.~73 27,060' - ' ~.500 26,500 1.95.63.__5._ _ 2~33,814 . - 1.__9.7..55,_9. - 228.372 257,141. 220.000 250~)00 14.796 ..-- 1.2,033 7,541 655,767 1.233.038 1.263,;~4~ 213.894 213.500 2.614,825. 2.6_89.521 2,990,774 3,213.906 3.408,661 Tt,nsfe,; General Levy I 470,078 678,674 TOTAL REC~S - j ................... 2.~e,~so ~,~ ~,~__ 296,978 r 350,26~ { 250,00~ 8.674 6.0~0 6.000 317.633 ~69,000 $60.000 90,'0~ 90,000 90,000 FY98 FY99 I PROJECTION ' · - "~)O9.39~ ! .1~..~.~ _83_1.5 ,O.0. 831.800 26.5oo .' 25q~ooo .~.~o._._ooo 65,000 6,000 6,000 I .........:. 1.519.711 - i .588.370 9o,ooo 3,599,370 --::: ........... I ' --" ....... . ......................... , ........... : .......... .." -~-:.-.-__-_-' ..-: ~ .....r- ......i ............ t ........................ :--:::":'"iT' - '*' - j .; ', '--'. ~_.N. DING.~A_L_..AND~ .... , 266.44~ , 2BB.,3O , 2,3.34~1 154.513 t 1~2.589 ~22.08~ , 181.0~61 208.397 I t 199.370 I I 1B6.343 ~ I I ................ , ' ....... [ ................._1_ .........b .............. l ..... ............ .L .........,_ ........r .__, ........5 ...................t .... ..... ::..-:-.:-:- _-_-_~1_-:- : ......................- ......... I / ' '/Gt-';"~nd~r~iill~"::T"">-- i -'1 .......... i' i ' / I 796,OOO| G:~978UDtD¥~ TRANSIT XLS \SUDGET-CC SEATS 603.NO SERV I/6/96 CITY OF iOWA CITY TRANSIT FUND - FY 97 TO FY99 ADJUSTED SEATS CONTRACT TO $603,000 FROM $42,8.000. INCREASED TRANSFER FROM GENERAL FUND BY $24.5,000, 330,000 AND $410,000, NO FARE INCREASE BUT ELIMINATING EVENING SERVICE SCHEDULECI ~ e~linnin~ ~~~s~ ~alarl¢e FY90 [ -. ~.1 303,791 28~,¢47 -- 'Local Governme~_~.l__Agencles I -- 23,226 St~:e Grits [ 236,210 FEMAfFHW~ Flood Grant '~TAL RECEIPTS ~rvice$ And Cha.~$es 95----~--~4' Outlay ~l 3.081 · 6. 2._g.. 145 -- - - 63.__9_, _59_ 7 ...... _6.73_. 4_5_3 __ .~S 6~2 ~3_2__7 28,552 t 26.973 27.060 26,500 30,386 25,782 [ "I§~;,~ ..... -- ....... '-- 1~s,6T3~'I .....=_~3_.~1,~ j ........ ==6,3~2 297,1,~1 ==o,ooo 17,076 1.637 166.360 ~;6~2' 265,604 I ---~5,~r~8-; ...... 2~-6V9~' -----~'so"~(~ · 77~i I ~',~f'~7 6,ooo j 'i9,691 14,796 12,033 7,409 -' I 296 651,316 ~,~.~ .... ~'~3 .'-~'~' 1,263,240 1.336.844 1,407,146 ~.2.0.000 213.994 317.633 469,000 2,.809 11,908 j 90.000 =,170.,3.s0 ~,962._~6s. _ =..___914.s=s ....~,_s_s?,_s~_~ .....A,_9.90_.ZZ~_~..3,213,90~ ' 1,0.94.569 1,273,561 1~:~8,29~ ' 1.416,807 1,765.462 ;. 1.938,839 7.714 '~172' 7.63_8~ 6,712 363,974 ~ '370~;i 0-5 .... ~6,~i~ '3~o3 .... ~.~'~ ~6,929 J 116.~'~ ..... :"- . __ 9.7~7 .......1~.¥~i"_-_-~.~2 -' ~.~,: .'-~_.~&_~:.~_:~2! ..... 97 ~96 ; .99 ~4~_~. ..... ~,3~ ........ ~_?~,~5 84,573: 35.573 [ I - TOTAL EXPENDITU'RE~- ' 2,265,496 I 2,158.707_~ 2,607,050 .. 2,713,661 ....... ._.-"_' - ~-- Y; '..:~L?'L--.'. :~ ENDING BALANCE -- 5 I 298,130 j 253,3¢9 I 15¢,513 -:::.:::--:::'::::::4-- ..........:_-L:.- -:-: G ~,97BUD~,DY~, TRANSIT XLS tBUDGET.CC SEATS 603.NO RATE 1/6Ig6 CITY OF IOWA CITY TRANSIT FUND - FY 97 TO FY99 ADJUSTED SEATS CONTRACT TO $603,000 FROM $448.000, INCREASED TRANSFER FROM GENERAL FUND BY $336.500. 410,000 AND $515,000, NO FARE INCREASE; EXISTING SERVICE LEVEL, SCHEDULE D FY90 ACTU~L__t FY91 ACTUAL ~us ~a~es 630,097 Local Governmental _A~enci~S 23.225 State Grants 236,210 FY92 FY93 -"ACTUAL ACTUAL 303,791 286.447 654,784 195.63~ FE MA/~.H_~_WA _F!o.od_ ~a~t_ ~. : -_ .Fed.___?~[ _~?.n~ .......... I ~E,;.023 188,350 Inta~ef;t In.me i .._ _2 I_.409 19.~91_ M~celtaneous Revenue 2,508 .[ 7,409 'Trans4et: Tr~ns~ Levy 631,712 t 651,316 'f,a;~;t~'~,o-A-~,~,,,9-~i,'~' 477~91' --2,9o9 .... ~98.131 253,349 233,814I' 197,659! 301,862 285,604 FY94 J FY9§ F-Y96 FY97 FY98 - ~R0~J~ f}(~ ' -- X~TUAL t A~UAL, ESTIMATE BU~ET ~R ~J~TO ~ ' 154,514 122.589 222,089 ~ 181.026 - 2~39~' 192,870 26,973 27,~0 26,500 26.5~ 26,5~ 2~853~ 257.141 220.~ 250,0~ 250,~ 250.~ 260,168 296.978 350.260 250,0~ 14.796 12,033 7,541 8.674 6.0~ 6,~ .. ~,.~ .... 6~ 499 4,548 296 480 ~ ~,9~ 90,~ 90.~ ~0 90,~ ' 90.~ TOTAL RECEIPTS 2,248,150 2?70.390 2,562..26.8 2.614,825 2,689,621 2,990.774 3,213,906 3.408,661 3,464,211 _ _3...60.7,870 ~emona~ Ser~ces Cal~t el Outlay ENDING 8ALANC~ 1,052.104 1,094,569 1,273.58~-~'-' ~6~,__~9.--~-- 1,416,607 1,765,462 1,936.839 1,958,47R '~,~.~' 2.199,262 8,357 7,714 9,172 7,638 9,712 363,974 370.105 399.819 .... 405,067 410.470 ~,211,463 677,910 775.965 937.420 965,392 994.665 4,692 19,928 110.060 35,573 76,882 %%70~. 60,000-- 966,954 996,6 1,o 6,2741.145,6Ol 3.091~- 9.747 $~,g~5-' 31,003 245,0~ ~ 50,000 192.198 158,126 286.4451 258,130 253.349 t 154.513 2.721,546 2,691,274 3,254,969 i" 122.589 j 222.089I 181,026 -- SEATS Increase a Exlst,~'~e~'[~'v~....-> · I Grand Total ~ncrease ......... · 3,380,290 3.480,738 3,803,397 209,397 192,870 197,343 ]{~,'00~ 462.000 '~X~36' . 1,254.000 __336.500 I{. 410.000 515.000 GAg76UD~D~ TRANSIT XLS \SEATS 603.N0 SERV.NO FARE INCR /6/96 Court Hill/ Manville January February March April May June July August September October 1993 620 784 772 688 537 563 508 525 688 732 1994 765 816 801 676 583 558 614 764 903 1017 1995 663 753 865 672 637 732 585 611 561 538 North Dodge/ 1993 1465 1926 2096 1990 1274 1200 1177 1368 1568 Broadway 1994 1523 1979 2138 1503 1279 1307 1162 1295 1554 1995 1497 1883 1838 1507 1369 1210 1210 1352 1549 Towncrest/ Oakcrest 1451 1543 1630 Lakeside/ 1993 1708 2152 2220 2221 1478 1614 1711 1833 2278 2293 Rochester/ 1994 2271 2491 2472 1883 1905 1904 1677 2123 2208 2361 Westwinds 1995 2041 2620 2681 2362 1983 1754 1642 1918 2016 2209 1993 1770 2733 2667 2499 1387 1321 1299 1386 2108 2354 1994 2237 3008 2868 2089 1375 1255 1161 1457 1801 1950 1995 1583 2290 2243 1887 1380 1072 1140 1458 1531 1893 Januaw Februaw March April May June July 620 784 772 688 537 563 508 765 816 801 676 583 558 614 663 753 865 672 637 732 585 August September October November December 525 688 732 894 618 764 903 1017 87U 693 811 561 536 589 213 1465 1926 2096 1990 1274 1200 1177 1368 1568 1523 1979 2138 1503 1279 1307 1162 1295 1554 1497 1883 1838 1507 1369 1210 1210 1352 1549 1451 1543 1630 1544 1500 1464 1286 1538 565 1770 2733 2667 2499 1387 1321 1299 1386 2108 2354 2388 1894 2237 3008 2868 2089 1375 1255 1161 1457 1801 1950 1922 1872 1583 2290 2243 1887 1380 1072 1140 1458 1531 1893 1854 686 1708 2152 2220 2221 1478 1614 1711 1833 2278 2293 1958 1848 2271 2491 2472 1883 1905 1904 1677 2123 2208 2361 1946 1912 2041 2620 2681 2362 1983 1754 1642 1918 2016 2209 1987 708 City Cost/Ride Iowa City $9.90 estimated FY97 Des Moines $7.50 Ames $15.25 Dubuque $7.53 F Cedar Rapids $4.95 Marion/ Hiawatha Sioux City Davenporf. $6.00 door to door $8.00 curb to $9.20 PAPATRANSIT (SEATS) SERVICE INFOF[MATION FOR IOWA TPANSiT SYSTEMS Infonmation provided by corresponding transit manager. FY97 Prop. $641,000 24 hr cab for $603,000 proposed FY 97 work trips $2.00 $38,000 Cab Sunday 8am-2 FY 96 no $1,400,000 $168,817 Total Do You Provide Cities Annual Service Beyond Budget Subsidized Paretransit Cost Fixed Route Service To His Social Sen~ce Agencies? Yes, Systems contributes $24,640 no,$1,246,000 $178,000 paid by county and DHS for no, social $210,000 service agencies provide their own transport. no, social $168,817 service agencies provide their own transport. FY96 no, social $197,000 city pays half of $197,000 service agencies cab faro for after provide their hour work trips own transport. for disabled FY96 no, social $150,000 no $150,000 service agencies FYg6 $230,O00 provide their own transport no,County senior $212,000 center contribute $18,000, Social Service. provide own transport no no no In .louse or Fare Fare Effect of ADA ntmct Waiver? ntract $1.00 yes, free Social service dropped contr~ SEATS inctea= In -louse $,?..00 - $5.50 no Required more depending on decreases effi( distance; less coordinatl~ contracts:free In douse $1.50 no Must provide s hours a day 7 ¢ match fixed m~ ttmct $.80 no Inch'eased ame ~tract $.85 no Had to put mol during the micl~ contract $6.00 door to no Brought bound door enforce 3/4 mil $2.00 curb to under ADA. contract $1.00 no Had to incteas 3 vehicles to 5 '/'q/y< 'ARATRANSIT (SEATS} SERVICE INFORMATION FOR iOWA TRANSIT SYSTEMS Information provided by corresponding transit manager. Total Do You Provide Cities Annual Budget Subsidized Paratransi~ Cost $e~ice To Social Service Agencies? FY97 Prop. Yes, Systems $641,000 $603,000 contributes proposed FY 97 $38,000 Cab $24,640 FY 96 n0,$1,248,000 $178,000 $1,400,000 paid by county and DHS for FY 96 no, social $210,000 $210,000 service agencies provide their · own transport. FY96 no, social $168,817 $168,817 service agencies provide their own transport. FY96 no, social $197,000 : $197,000 service agencies provide their own transport. FY96 no, social $150,000 $I 50,000 service agencies provide their own transpor~ FY96 no. County senior $212,000 $230,000 center contribute $18,000, Social Service. provide own transport Service ~eyond ~n House or Fare F;~re Fixed Routs Contract Waiver? Hrs Effect of ADA 24 hr cab for Contract $1.00 yes, frae work tripa $2.00 Sunday 8am-2 no In House $2.00 - $5.50 no depending on distance; contracts:free no In House $1.50 no no contract $.80 no Social service agencies dropped contracts with SEATS increasing cost Required more vehicles and decreases efficiency due to less coordination of trips. Must provide service 18 hours a day 7 days a week to match fixed mute. Increased amount of sewice. city pays half of cab fare for after hour work tdps for disabled no no contract $.85 no contract $6.00 door to no door $2.00 curb to contract $1.00 no Had to put more sen/ice on during the middle of the day. 8taught boundaries in to enforce 3/4 mile service limit under ADA. Had to increase service from 3 vehicles to 5 vehicles. CITY OF IOWA cFrY SCHEDL~LE OF PARKING SYSTEM INFORMATION - FY90-FY95 Hours of Paid Parking" Total Revenue Total Operating Expense FY90 FY91 FY92 FY93 FY94 FY95 4,791,983 4,593,000 4,668,979 4,466,142 4,691,578 4,558,763 $2,286,432 $2,366,172 $2,601,714 $2,820,412 $3,039,009 $3,467,978 92,056,466 $2,117,407 $2,197,376 $2,484,532 $3,160,111 $3,060,610 *Meters and ramps (permits not included). Rate Increase History FY83 ramps increased 9.20 to 9.35 FY85 meters increased CBD $.20 to 9.30, outlying $.10 to 9.20 FY86 meters increased CBD $.30 to 9.40, outlving $.20 to 9.30, ramps increased 9.35 to $.40 FY92 meters increased CBD 9.40 to 9.50, Dubuque increased $.40 to 9.45, Capital increased 9.40 to $.50 Hours of paid parking does not include permit holder hours. i . Beginning Balance Parking Fines Interest Income Building Rentals Ramp Revenue Other Parking Revenue Miscellaneous Revenue St. Center Transfer Miscellaneous Transfer Total Receipts PARKING OPERATIONS PROPOSED BUDGET FOR FY97 - FY99 FY95 FY96 Actual Estimate $1,254,352 $1,661,720 472,676 400,000 252,871 120,000 14,400 15,000 1,610,869 1,559,000 828,209 815,500 840 0 6,000 6,000 282,113 10,351 3,467,978 2,925,851 -- F~97 Budget - Dept. Request City IVIgr. FY98 FY99 Proposed Projection Projection $983,945 9811,928 $565,978 440,000 440,000 440,000 125,000 120,000 115,000 14,400 14,400 14,400 1,597,500 1,597,500 1,597,500 779,500 779,500 779,500 0 0 0 6,000 6,000 6,000 0 0 0 2,962,400 2,957,400 2,952,400 Personal Services Commodities Services & Charges Capital Outlay Transfers* Total ExpenGitures Ending Balance 907,330 943,729 $ 957,232 957,232 1,015,105 1,076,616 15,922 30,249 33,194 33,194 34,188 35,213 415,331 513,392 514,918 514,393 529,754 545,578 5,746 46,059 O O 0 O 1,716,281 2,070,197 1,629,598 1,629,598 1,624,303 1,637,033 3,O60,610 3,603,626 93,134,942 3,134,417 3,203,350 3,294,440 .9I ,661,720. 9983,945 $811,928 $565,978 9223,938 *Transfer To: 1992 Capital Loan Notes 1992 Revenue Refunding 86 GO 1995 Taxable Revenue Bonds Improve/Replacement Reserve Transit Subsidy Fines to General Fund 331,818 (through 6-1-2007) 168,425 (through 7-1-2001 ) 429,355 (through 7-1-2003) 170,000 90,000 440,000 ,629,598 Beginning Balance Transfer from Parking Fund Total Receipts Services & Charges Transfers° Total Expenditures Ending Balance PARKING RENEWAL & iMPROVEMENT RESERVE PROPOSED E~UDGET FOR FY97 - FY99 - FY97 Budget -- FY95 FY96 Dept. City Mgr. Actuai Estimate Request Proposed $1,423,619 $1,366,113 91,877,157 170,000 620,000 170,000 170,000 620,000 170,000 FY98 Pr~e~ion $1,797,157 170,000 170,000 I 0 $0 0 0 227,505 108,955 250,000 250,000 0 227,506 108,956 4250,000 250,000 0 41,366,113 91,877,157 41,797,157 41,967,15Z *Transfer To: cIP Ramp Repairs 9250,000 .4250,000 FY99 Pr~e~ion 41,967,157 170,000 170,000 0 250,000 250,000 41 887 157 Pending Policy/Fiscal issues in Parking New ramp plans and/or or land purchase. (Use impact fees $144,000.) Library Lot closing (-75 spaces) $250,000 est. Ramp Repairs New ramp near south side $3-5 rail.? 1986/92 Revenue Ramp bond paid off. +$424,000 revenue 1985/95 Revenue Ramp bond paid off. +$164,000 revenue $250,000 est. Ramp Repairs $250,000 est. $250,000 est. Ramp Repairs Ramp Repairs 2-3 year revenue shortfall(?) *Increase outlying meters $.30 to $.40/hr. = $90,000/yr *Increase monthly permits in outlying areas $35 to $40/mo. = $22,500/yr *Increase monthly permits in outlying areas $35 to $45/mo. = $45,000/yr New Ramp South of Burlington Street NO I Return Impact Fee Do you want to raise rates to improve ending cash balance? No Yes 1 Which ones? How much? YES I When? After bonds are paid - Return Impact fees Before time limit on impact fees expires I Financing New Ramp Raise Delay Reduce fees maintenance Transfers I I Which ones? Which ones? How much? parklng~ampfiow.cdr City of Iowa City MEMORANDUM DATE: TO: FROM: RE: January 12, 1996 City Council City Manager Material in Information Packet Memoranda from Mayor Novick: a. Fringe Area Agreement b. Public Hearing on Transit Changes Memoranda from the City Manager: a. Economic Development Incentives b. Pending Development Issues Memorandum from the Director of Planning and Community Development ~'/ regardi. ng Parcel 64-1a. % ~- ~. ~. ,~ Memoranda from the City Attorney: a. Update on Assistant City Attorney Recruitment b. Permits Issues for Awning/Signs at Pizza Hut c. Purchases from Iowa Book and Supply Company ~-~,~ Memorandum from the Economic Development Coordinator regarding the ~,-~l Economic Development Ad Hoc Committee. Copy of letter sent to downtown and/or near southside property owners and~,~ first floor business owners. Memorandum from the Senior Building Inspector regarding construction activities for 1995. Agenda for the January 11, 1996, formal meeting of the Johnson County Board of Supervisors. Memo from City Mgr. regarding 1995 {summary nf major Council activities) Memo from City Mgr. regarding presentation of Budget - City Council. Agenda for the 1/16 informal meeting of the Board of Supervisnrs. ~7 Memo from PCD Director regarding Near Southside Design Plan. (final version of the plan attached) Memo from City Clerk regarding procedure for Worksession Minutes. Information regarding the Melrose Ave. Reconstruction Pro~ect PreDesign meeting on 1/17. City of Iowa City MEMORANDUM Date: January 11, 1996 To: From: City Council Naomi Novick Re: Fringe Area Agreement This Wednesday, Ernie Lehman and I met for an hour or so with Don Sehr, Steve Lacina, Karin Franklin, Rick Dvorak and R. J. Moore. We discussed the City Council's response to the County's previous proposals and some potential changes in the County's Comprehensive Plan. The only new thought was, "Could we set up a joint board to review appeals to zoning changes within the fringe area?" The County Attorney will have to research state law to know if a board such as this is allowed. This board would meet when the County and the City disagreed on a zoning. We asked the County to write a new 28E agreement that they will support and that takes into consideration the Council's previous response. When it arrives, Karin will put it on the agenda for discussion by the full City Council. bj~agreemnt City of iowa City MEMORANDUM Date: January 11, 1996 To: City Council From: Naomi Novick ~, '~, Re: Public Hearing on Transit Changes The current date for this hearing, February 12, will have to be changed. It is the same date as the caucuses. Please think about this so we can decide on a new date at our January 15 work session. February 5'or 6? This would be an extra meeting. If we want to modify the staff proposal and have public comments on the Council's proposal, does this date give us enough time? We can choose to listen to the public tell us their view of the staff proposal, and then make some changes if we want them. Does this require another hearing? February 13? This is a regular meeting date. If we also cancel the work session on February 12 and hold it on the same day as the formal meeting, this could be a very long meeting. February 19 or 20? This would be an extra meeting also. If this is the date chosen, there would be little time to make any changes before the full budget public hearing on February 27, I am assuming that we will discuss the comments from the public on the same night as the heanng because this was the plan for February 12. However, we may want this discussion on another day if the hearing is on February 13. b~tr~it City of Iowa City MEMORANDUM DATE: TO: FROM: RE: January 12, 1996 City Council City Manager Economic Development Incentives Although a little long winded, this article provides some interesting observations by the private sector concerning. state/local economic development incentives. cc: Karin Franklin David Schoon Last November, the Democratic-controlled Massachusetts state legislature closed out its 1995 session in dramatic fashion. As its midnight deadline neared, the legislature passed an extraordinary piece of state- craft: a bill granting tax relief to defense contractors by changing the formula by which state cor- porate taxes are calculated. Instead of paying taxes based on total sales, defense contractors would henceforth pay taxes solely on sales made in Mas- sachusetts. The bill, which was signed into law by Gov. William Weld, a Republican, further provided that other manufacturers based in '~,,,, , .. . .... _. cheap electricity, low-cost the state once known as Tax- -- ' '. ' . · 7' : health care. and other fac- - · '~)"~:" ." tots--has caused us to take achusetts would receive simi- ..:/. . .. '. .,~ .-: lar relief within the next five . . - · : drastic actions to remain com- years. - · .'-- · .. ~',/ . · ~ petRive in defense manufactur- The legislation may as well ' ' :, · ing here in Massachusetts.* have been called the Raytheon: . -..., ,... ' ' ','. : .. according to CFO Peter Retention Act. Last February,; ' ..- ...} _ - · ~'~-"' D'Angelo, who told the Joint Raytheon Co., the state's ~ .;' '-' '..'. ",..i.:'"; " : House and Senate Committee largest private-sector employ- :' on Taxation last October. with- er. threw down the gauntlet: :: '. ": ' ~,'7 i.,~ ~.~.,~1 ' °ut the single sales fact°r' he the defense contractor would i .: i . ~ - ~, ,,.~' said, "Raytheon will be forced move some 17,000 of its to do something we don't want ~9.~oo ~obs out of the ~ayHo~; companiesto do. We w~, be forced to State unless it received 540 move our defense manufactur- million in tax and utdity rate ing lobs out of state." Ishing in The BayState's rapid b,par- healthy 8 8 percent increase in: sales in 1994. to $10 I billion . ' ...........; ................turn highlights the length~ to from ~02 billion io 100,. by staying put. which ~tates wi, go ,o keep Raytheon was losing ground ' - ...................businesses anchored to their to such competitors as Hughes . electricIt3' bill. which reflectedroots In a strategic sea Aftcraft Co. and Loral Corp. power rates nearly twice the change. govermnents are which had moved some of national average. backing away from the h~ghly their elivisions f[om high-cost -The one-two punch of a publicized business attracttoo California to lower-cost Art- ' dramatically smaller defense deals of the late 1980s and zona and Texas In addition. budget and our competition early 1990s (see ~The Skv's the the company was bleeding moving to lower-cost states-- Limit.' CFO. July 199-}) Gone from its 522 million annoal complete wtth tax holidays. are the days when such :,rates 24 JANUARY 1996 * CFO MICROFILMED BY C ES- · ~NFORMATION TECHNOLOGIES ;~-._..,.~-..~ ....................... C - 84 ? H E G l~ E A 7 S · A ~ w G I V E A W A opened for incoming businesses,. in- state compante~ are asking, 'What about us?' And while most don't use the strong-arm tactics that worked so well tbr Raytheon. many aggre~ively make it known that lowering w ment--wah programs specifically Irbr what's un the books when faced with in-state rompames. Indiana. for exam-: a defecting business. Take Indiana pie. will equalize operating savings and Americ~m Trans Air. In November companies may achieve by relocating. And other states have simply made it the cost of doing business often takes precedence over - '' ' -' home-state attractions. As ' 'i/.i[.~( ~, x?./~ .... American Trans Air (estimat- .'..' ~;7' . % ' · ' · - .' ' ' , lion), which recently received a :550 million incentive offer explains, "We were born here . ,-~;.. · · . . ' · · 1994. the IndianapoLis-based carrier received an intriguing offer from St. Petersburg, Florida, where many of ATA's flights touch down. If ATA would relocate in Indianapolis, raised here. ,-' But when presented with a - ..... ).;..:.;. (.-.... ( - '"..... :~.... ', package of that size, you · - :. have to think about it. You '2:, ) i )':..:f.~ .'..-......~: .¥...i: ~...: '~;'. '..' ,a: owe it to your employees - ~. '.. -- ~- --. ' ' - and stockholders to do :~':' '~' ~':' '' ""5.- ' )~.-: · . or seven sites in FIofida, plus what's best for the company." . : '77 · . '" ' · ' · ' '" sites in other states, nar- Eroo~t~' Is "'':" ")~'i'~ (' I::~) -K I:'~f'~,q,t;'L t: i:: ' ' .... rowed it down to three, and · ended up with interesting Negotiable ' ' .'- -: '. .. '.'..--'.;'.. -~ -' '' '- .; · "': "-" ' ' ' ' ' ~ offers from at least two. So easier for locals to get incentives. To qualify for Michigan's job-creation tax credits, in-state companies must create 75 new jobs Out-of-state companies must hire 150 Michiganders before the credit kicks in As most companies know. howev- er. states often go above and beyond to Florida's Gulf Coast, the city Would offer a raft of eco- nomic incentives. including rent-free use of a former Department of Defense facili- ty for offices and operational space To find out whether St. Peter3burg's unsolicited offer was worthwhile, ATA execu- bye vice president and CFO Ken Wolff checked out other possible locations. mcludmg \Vest Palm Beach and Orlan- do. ~We probably wsited s~x While retention incentives generally don't approach the size of headfine-grabbing attraction packages, they have grown m substance, variety, scale. and frequency. States, in fact, are augmenting their standard roster of tncentives-~ax credits for new jobs created, property-tax abatements, grants for infrastructure improve- we then had a bogey against which we could measure staying,' Wolff When Indiana officials learned ATA was talking to St. Petersburg. they iumped into action Indianapolis May- or Stephen Goldsmith v~sited Mikel- sons. Gov. Evan Bayh called upon his a~aeon CO.'s tlit~m~tum to ~m Rur we'~ l~ng--~ hold, ~afi~ ~d v~, ve~ pub~ ~ & Y0mg ~. ~ ~ done q~e~Y S~ ~t ~ am~ md ~ jo~ he ~ but ~ don't ~t ~e ~ pubB~ ~r one ~ ff o~ar ~m~ ~d out about ~e ~ff tt b pub~d~. stat~ m ~e ~k of ~ola~g mm~ne'$ ~fi~fion~ ~m You ha~ to ~ ~. 0~ ~u ~d ~d ~ one *hi~g not adds David Devonshire, CFO of Ovams-Coming l~'beegha Corp, "The first step should always be to benchmark, to lind out what others have done," he says. The next moVe is to find some outside expertise. Retention roeget firms often hire law firms, auditors, finaerial advisers, and real estate agents to evaluate and advise on incentive packages for two reasons,, First, senior executives often know local political officials personally and don't .want to get involved in dhzct negotiations humerilately. Second. conducting the research end negotiations is a time-consuming ~deavar that can Instead, once senior executives make the decision to mover Soriously think about it--they must proceed cacefitlly. "The one thing not to do is m play R'_,sdu n roulette or poker with a sinration like this," says .aa'nert~am Trims Air CEO George Mtkdsons. "ffyou are shopping for a place to go, or to move your company for a price, you have to be prepaced to execute [your plan]." Gathering as much competitive information as possible is vital,: can definitely show you are moving out."--D.G. drag executivce away from their day-to-day rules. The outcome. says Zemaky, depends on several factors: how fair or tough the reigning political administration is in a particular state; the flexibility of the state laws; the strength of the company's advfsors; the number of people employed; and the company's potential for growth- From stm't to fla-. ish, he says, the process takes anywhere from six months to two ~ Of course, the deck is stacked in your favor, he adds, if, like Raytheon, '~ou a~e a big player, have top representation and political dour, and JANUARY 1996 * CFO Who can blame companies for seriously examining 1 ' fie ?Afte ' gtheg dyb g p dfo i re ocatlon o rs rseem oo a o ene r ncom- ing businesses, in-state companies are asking, "What about us?" return from a trip abroad. and economic development officials formulated an incen- tive package to match St. Petersburg's. In early July, local news media picked up the unfolding drama. "There were T~ cam- eras in our office every day," says Mikelsons, who announced the company would make a decision within a month. ATA hired Arthur Andersen LiP and the Indianapolis law firm Baker & Daniels to evaluate the rival offers. 'We outsourced the actual modeling for it because the nature of a low-cost airline is that we simply don't have a lot of people whom we can pull off to take on a project of this size.~ says Wolff "The model that we built v, as reasonably com- plex. and we utilized Arthur Andersen to manipulate the mod- el and be sure that it included all the {nec- essaryl variables. [such as the effect changing locations would have on labor . i costs and sapply time}" On August 8. ATA announced it would stay in Indianapolis. Without moving an inch. the airline received an incentive package worth about 540 mil- lion. Provisions included utilization of pro- grams that were on the books: a tax refund for every new employee hired (worth up to :518 7 million}. But the state went even furtheL The Indi- anapolis Airport Authority agreed to buy ATA's headquarters and lease a back to the company t$5.' mdlion in savings) and the state and city. agreed to kick in 5'7 million in infrastructure improvements in return. ATA pledged to keep its 2.000 enlployees in Indi- anapolis. and add at least 1.000 over the next ,,evetel years The final decision. :,ays Mikelsons. was based on "the sum total of all the financial incentives. The single b~ggest piece. which was tire EDGE {Economic Development for a Growing Economy] tax credit. ';','as very instrumental." Some S~rlnsjs A~tec~hed As ATA found out, however, there is a price to be paid for striking a mother lode of incentives these days. Stung by criticism of cash-based awards to attract companies, pub- lic entities now conduct more due diligence before doling out tax breaks and financial aid. And they increasingly tie the incentives to expansion. "There's a growing trend with- in municipalities to be sure that people fulfill the promise [to create jobs]," says ATA's Wolff. "Our incentive is really based upon our continued growth. There is very little gratis." No new jobs, no tax breaks. In addition. more and more deals have so-called clawback provisions, which reqmre companies to pay back the incen- tives if they don't ful- fill their end of the bargain "A malority of the agreements today have a recap- ture clause," says Ker- stin Nemec, associate director of KPMG's Business Incentives Group 'Companies do have leverage. but there's more expected of them." Owens-Coming Fiberglas Corp. is a case in point In 1994. its lease on the Fiberglas Tower--a 28-story.. 350,000-square-foot build- ing in downtown Toledo that had housed the company's headquarters since 1969--was slated to run out. The company faced the choice of staying put or moving its 900 employees to another local site, or out of town altogether 'There was a feeling in the community that this was Toledo's real test in the market- place. It was our line in the sand. so to speak,~ says Rick Weddie. president and CEO of the Toledo Regional Growth Partnership Quite aside from the psychological blow of losing one of Toledo's two Fortune 500 com- panies. the city feared the loss of Owens- Corning would sap revenues and hamper efforts to revitalize the downtown. Working with Owens-Cormng's financml Percent change fn t~tal non~arm employment, Oct. IS90-Oct. 1995 NATION CFO * JANUARY 1996 27 'r I! E O R E A 'r S ? A T E G ! V E A V; A adviser, Goldman Sachs & Co.. the c~ty and the Toledo-Lucas County Port Authority quickly put together a deal under which they would acquire and develop a 45-acre tract of privately held land along the Maumee River in downtown Toledo and finance con- struction of a three-story, 400,000- square-foot steel-and-glass headquar- ters complex. (The city even bought out and demolished a 15-unit condo- miniurn project on the site.) The deal was made possible by an $85 million revenue bond issuance by the port authority. When negotiating, Owens-Coming didn't operate in a vacuum. "What was important, from my perspective, was benchmarking. We pulled in Goldman Sachs, and they pulled in a lot of information,' says Owens-Corn- mg CFO David Devonshire. -We had a database against which we could compare our incentives, to make sure we were getting at least as much as what other states were providing oth- er firms." For all the benefits it received, however, Owens-Coming, which got a 20-year abatement on the tax on the building, incurred some major obliga- tions as well. The tax abatement erodes if Owens-Corning's employ- ment falls below 900, and the 20-year contract still obtains ff Owens-Coming merges with another firm. ~We have also pledged to work with other inter- ests to revitalize downtown Toledo," says Brad Oeiman, vice president for corporate relations at Owens-Coming. The new reci13rocal calculus has yet to take hold everywhere, though. "In some parts of the country, there's been a pattern of companies ordering a relocatton study and then con- fronting the mayor with the options," says Dan Malachuk. director of busi- ness location services at Arthur Ander- sen. New York City has been especial- ly plagued by such threats, since it has both what everybody else wants-d~at is. jobs--and what every- body else doesn't want--h~gh buM- hess cosIs Accordingly. New York has bid high to keep businesses in Manhattan. In its first 18 months, Mayor Rudolph Gmliani's administration cut 11 deals worth about $350 rodlion in long-term tax breaks. rompames ranging from 28 WHERE THm 13OW-LARS 430 *Percentage of economic development spending aimed at i:~panslons rather than attraction. STATE 1992 1994 Colorado ' ' ~ '60 '60 Florida 50 63 Georgia S 10 l~{aho 95 95 Indiana 91 70 Louisiana 67 50 Nevada 24 16 New Mexico 6S 60 North Carolina 40 50 North Dakota 84 81 South Carolina 20 0 Tennessee 40 40 Texas 10 25 The Depository Trust Co. ($18.5 mil- lion for keeping 2,799 jobs) to CS First Boston (S50.5 million for keep- ing 3,704 jobs) received financial indulgences for simply doing noth- ing. And last October, the Coffee, Sugar, and Cocoa Exchange and the New York Cotton Exchange man- aged to secure an $80 million pack- age that included $30 million in cash from New York City and New York State after announcing they would leave the World Trade Center and WHO S To companies receiving trice-- fives, the follo~fing breaks ~e the most commonly granted: Total i Propert/tax :: rebate 51% :}6% .$4% Income/franchise tax credit 48% 48% 49% Sales tax rebate 35% 44% :}2% Job training 11% 16% 11% finand~g 11% 8% 11% Employment or payroll tax credit 9% 8% 10% utility rebates 8% 8% 8% Other 14% 20% 14% take their 5.000 employees across the Hudson River to New Jersey. Bld~ln~, Wm Of course. openly bidding with tax- payers' money is increasingly rare. because it's both bad policy and bad public relations. In fact, the emerging gospel holds. that successful retention has little to do with money 'It behooves {locations] to take care of and create the best environment for businesses. Otherwise, it's an open invitation for people outside the area to come in and try to recruit those companies out of that area," said Katie Burdorf, managing director at site consultant Wadley-Donovan Group Ltd., in Morristown, New Jersey. Consequently. in addition to broad efforts to reduce corporate taxes, cut workers' compensation costs. and streamline environmental-permitting processes, many states now approach business retention from a case-man- agement perspective. The Michigan Jobs Commission runs a program under which 25 account managers operating in distinct geographic areas, armed with personal letters from Go','. John Eaglet to top executives, make annual calls on every company with more than 100 employees. "We do a diagnostic interview that basically asks open-ended questions so we can get a sense of the company's positton in the market,' says Doug Rothwell, CEO and department director of the blichi- gan Jobs Commission. "Then we put the results m writing and follow up on those issues to make sure the compa- ny is sansfied." Other states take more bastc steps to let businesses know they're valued. Every year. the Greater Des Moines Chamber of Commerce Federation. in conjunction with the Des Moines Busi. hess Record. holds an awards banquet for companies that have made an eco- nomic impact on the communi,y ~Many of these companies are getting sales literature from other states. and we want to let them knox,,- that theft presence here ~s appreciated." says David Maahs. v~ce president of the Federation. -EConomic development groups also provide other services. like being sure that companies get quick. effi- cient one-stop service." says Smith- JANUARY 1996 · CFO vcick That's. heen enough to entice Bernard C Harris Publishing Co. Inc., which ntoved to Norfolk in 1987, to expand its facdity several times. have not gotten any direct financial incentives per se,' said Bill Harris. president and CEO of the company. -Where they have really assisted us is in the soft support--helping us reach the best people. helping us locate res! estate. helping us access the labor market." The guiding phdosophy of reten- tion is that when companies are essentially happy· monetary issues take a backseat to other concerns. Lennox Industries Inc.. for example. the Dallas-based air-conditioning and heating-equipment company. last summer chose to construct a $14 mil- lion. 350.000-square-foot facility just across the highway from its existing budding in Urbandale. iowa The incentives were not exorbitant: a new access road. a 5254.000 forgivabie loan from the state, and a five-year tax abatement from Urbandate. But the baubles weren't the determimng fac- tor. qowa didn't rise shouldera above the rest." explains general manager End Lewis Rather. Iowa's yeagraph< centralit-/ and the quality of the local work force pushed the choice. have a very. high level of employee reliabdity, with turnover of less than one percent.' says Lewis. "And we had iu',t recently :,igned a :,ix-year . romance and prostitution." labor agreement with the work farce" :: Sure. business retention intuitively i makes more sense than attraction as Who Holds the Ca~ds? AS we've seen, companies willing to move generally hold the upper hand in retention scenarios. But firms that muster the courage to make public · · 'H A ~t }~ t s- i, .U it t.) s rt:t ~ t; '.s .. 'B I I.L-,'I! A Ril I s "~ . - ' : .,~:j,~ _ , . · s~. . ]...~ "i ' :. .. : an economic development strategy. : But as retention scenarios pan out. : tales and states may come to question : the wisdom of their actions. OIn some ' cases. nobody ever analyzes what the cost of retaining a lob is.' says Jeffrey Finkle. executive director of the National Council for Urban Economic Development, in Washington. D.C. 'My guess is that evep..- day that one of those highly subsidized jobs is there it's costing [taxpayers]." By granting tax breaks to corporations. municipalities and states ultimately undermine their · ~ tax base, he explains. rendering them :.:. ' '2~:'.'." ' : " · '. ', : less able to provide the kind of chmate '".' : In the meantime. however. the ~ :'" '"-: ", "'-"'"- i~ ~":! retention war between the states : " ' ' ~ ' ' .... ' shov`'s no sign of cooling Each state's -............ · . ,~' ',....;-.. / ~-..~.',.~ demands from the governments ruling their home states should act with care. economic development agency no*,' has a new. eager class of professional soldiers: busmess-minded executives charged w~th attracting and retaining companies -Ever}' time one comma- ot everyone is happy with the number of incentives being N offered to retain businesses. In North Carolina, in fact, a Corporations demanding benefits . airy creates something relaw,'ely new. fueled by taxpayer dollars mn the risk :- everybody else has to get something of stirring up a backlash. In addnton. sireday so that they're not at a camper- it puts senior executives in the Live disadvantage.'· says Mark Water- uncomfortable position of dangling: house. a prmopal at Garnet Consult- the:rcompanies' jobs in front of pohh- 'mg Services Inc.. an economic clans and bureaucrats As ATA's Slikel- :. development consultancy in Pleasant sons says. 'There's a fine line be~'een ' Valley. Connecticut. 'And that contro- l ues to fuel the ratchetrag up of incen- ~ tires." E ~ {~ U ~ H The dirty. little secret about reten- ' tiaa recentives is that they work "We . feel that we have virtually stopped the gadfly is threatening to torpedo the entire practice. Wliltam Marearly, a lawyer in Winstan-Salem, ~ upset after the dry and county gave $~,00,000 toward building a $1 million parl0ng garage for P,.J. Reynolds Tobacco Co. end Wachovia Corp. "In my view, the expendtim-as were not for a public purpose, as required by the constitution," he explains. So last February, he filed suit, claiming the North Carolina law enabling communities to give money to companies to lure them to their areas was unconstitutional. After a trl~, in which the veteran litigator argued ht~ own case, a state superior court in September agreed. A North Carolina appellate court is now revievcin8 the ruling. "I ,.van motivated equally by constitutional and economic considerations," says Marearly. "The contention that this helps the economy when we have 4 percent unemployment i~ absurd." Wintie the ultimate disposition of the ca~e could immediately affect retention efforts in North Carolina, its bigger impact may be limited, since Mcenfives are largdy a state issue. The federal government laths the power to impose a uniform policy regarding what states end cities can and cennot do. And given the rising tide of Federalism, it's hardly likely this Congress will act to expand federal powe~ in this regard.--D.G. i flow of businesses leaving Michigan.' says Doug Rothv`-ell of the Michigan · Jobs Commission. \%'hals more, the ' state is winning a larger share of in- state company expansions. Hav`'or~h Inc.. based to Holland Michigan. took advantage of the state s new lob-cre- ation tax credit to produce 300 new . lobs at home. rather than in Indiana Newly emboldened Micfugan. the perennial sick man of the Slidwest. ~s going on the offensive. Says Rothv`eil '\% re nov,' finding ourselves in the third phase. v,h~ch ~s anmctmg bust- net,sea :nto the state ~ n CFO cont;Tbrttt;tg editor Daniel Groxs is tcritt.g a book on the histo0' of CFO · JANUARY 1996 29 C 0 V E R S T 0 R Y , P A R T 2 Ask state economic development officials about business Bet one go~. A~er all. who would admit to pu~osely ignoring in.s~te companies? · But, in re, iF. retention m a ~irly new pfiori~: It hm eme~ed for ~veral r~ns: · e ne~ to stop bmin~ ~m moving to sm~ offering e~m~gant incentive, the pure ~turation some ~at~ are experiencing due to ~eir auraetlon succor. and ~e outc~ ~om bmin~ sick of taking a back ~t to atuaction eftarm. · Some smt~ are doing a ~uer job at it than othem however. ~e there is no ~y to ~ientific~ly mk ~e q~iw of retention eftam, ~e followNg 10 smt~ b~ on inte~ie~ wi~ t~ ~r~. stand out for ~eir diligent eftam to cater to home-b~d cornpanic. complete. but che states share a common trait: They simply t~ h~der at retention. ~rfl. such m ~nneaicut ~d ~lifornia, were stag by huge ~m in defen~ spending m well m by m exod~ of compani~ relo~ng to lower-cost smt~. Others. such ~ N~ York. are wor~ng overtime to quell ~ an~-bmin~ image. ~d many are ~ing hel~d by n~ pro- bmin~ adminmmtio~ ~at have placed retention at ~e top of their ompaign plat- foetus. ~ Of coup. ~ w~ illmtrated in 'The Gr~t State Giv~y" (see page 24). · ere's a big difference be~ecn what smt~ ~y they are doing to retain busin~ ~d what ~u can get m a company bent on leaving. But even finaheM o~cen at firms that wish to stay put would benefit ~om mv~tigating what's available. According to Robert S. Pete~. national director of the Busin~ Incentives Group at KPMG P~t Manrick LLR OMost camproles a~ simply not a~re of what ~ qufli~ for? The trend wodt lint forever, he ad&. advising that "now ~ the ~ght time to pmh for b~in~-retention incentive? 0HIO: Whore Jobs A~e Number One In the business retention race, Ohio is a winner. Thanks to a rigorous in-state marketing campaign. more than 95 percent of state incentive programs are being used by existing firms rather than by companies relocating to Ohio. says Donald lakeway. director of the Ohio Department of Development. The result: "No company coming in can get anything that our existing companies can't get: he says. The cornerstone of Ohio's retention effort is a three- part jobs bill mirJared by Gay. George Voinovich. The 1993 lobs Bill includes tax credits and rebates for bust- nesses that add employees. introduce or expand export activity. or make R&D investments lobs Bill 2, passed m 1994, features a !~ ' . ' ' ...: . response to attraction programs m neighbonng Ken- tucky and Indiana. "Ohio felt the need to increase its competitiveness." says Betty Mcintosh· associate director of KPMG Peat Marwick's Business Incentives Group. But its success. says Donald fannone. director of the Economic Development Program at Cleveland State University, means Ohio has "transcended its reputation as a Rust Belt state:' s CAliFORNIA: Out of ~he Red Gay. Pete Wilson's new Red Teams--state and pri- Cyate-sector executives trained to guide firms through permitting procedures.got · :.- ' !" ..- their name because they cut through corporate franchise and personal income tax credit to help small and midsized firms invest in equipment. And lobs Bill 3. a portion of which went into effect last summer. creates an investment ~x credit encouraging manufacturers to purchase new machinery. One of the mamr beneficiaries is Procter & Gamble Co.. which recent- ly opened a $280 million health care research center in Warren County, choosing it over a site in Kentucky. Ohio hterally paved the way for P&G. offering about 58 million m low- interest loans for road. sewer. and water improvements. To a certain degree. Ohio's efforts have been m red tape. But red is also appropriate because the teams were an emergency tactic California developed to stem a hemorrhage of exiting companies. From 1987 to 1994. around 700 companies. including computer chip giant Intel Corp.--which chose to build a $1 billion. l.$00-mb semicon- ductor plant in New Mexico rather than pay 580 million in Califor- nia sales tax--left. according to Southern Ca[iforma Edison Co. Part of the problem was that. fi)r a long time. California considered itself invinci- ble. A~ the world~. seventh-largest econo- Y !. A U g N J 0 gi Briefly Stated Taxed to the Max Top corporate in~rae tax rates: I. Iowa: 6,0%-12.0~ "~ 2. Conaecttca~ 11R% 3. Peam, yl,~,nh-. 10.9996 ,~ Mbmesota:9,8% '. $. Mausacbutatts: 9.5% ...and where that's non~ blevada, South Dakota, Texas, W~l~g- tOO, W)'omtng ~ Win Some, Lose Some $tat~ that decremed corporate inane taxes from 199~u-95: 1. ,aa4zona 3. Peu va 4. West Vix~nI~ ...and those that raised therig 1. New mmlnhire 2. Ohto 3. Montana V/here the llv~g ts e~syr Utah, Kans~ In, Iown, Nebr~lm ...where to irack ~ar b~,~. Loutsim~ SUtr~ Me Top entrepreneurial horrors.' 1. Utah 2. Nevada 3. Arizona 4. & Georgia 6. Tennessee 7. Colorexto 8. North Carolina 9. Florida 10. Merylmd SECURITY E~E?AIg. S Righaut O. Lower $tat~ Vlorkars' ~ CFO * JANUARY 1996 ILLUSTRATIONS BY STEPHEN WEBSTER 31 Crime Capltala Where you have the greatest chance of being murdered, raped, or robbed: 1, Callfesta 2. Texas 3. ~1orlda 4. Nr~,Yotk 5. ~inols Where you can leave your doors unlocked... 1. North Dakota 2, Wyoming 3. South Dakota Sick Bay whkh g. ates pay bulk of the total health care payrnent~ per capita: 2. New York 4. Com~ecficut 5. New 1. Mako 3. Mlssi~ippt 3. Utah 4. Nevada S. South Camltna Plugged In The highest average electricity cost per kilowatt hour. New York---S0.1016 ...andtheM. we.ca yamtude/--S0.0386 Private Domains ~ed to ~otea the results o/corporate envi- renmmtal audits from disclomre in 1995:. 34 Number that passed audit pri~lege bil~ 9 my. California had been sleeping on the job when it came to business retention. Now it's wide awake. In 1993. for example. the state legislature created a permanent 8 percent R&D tax cred- it. established new tax credits for the purchase of manu- facturing equipment, doubled the sales factor when determining income tax, and reduced workers' comp rates by 7 percent. And this year. Wilson has proposed phasing in a IS percent cut in both corporate and per- sooal income taxes. As a result, the state is bleeding fewer companies. Edison officials say 40 companies left the state in 1994, compared w~th I05 in 1993. And even Intel. encouraged by the new tax credits, opened a $52.6 million R&D cen- ter near Sacramento. "Two years ago, most projectS we worked on were true retention projectS," says Barry Sedkik. Edison's . manager of economic and business development, "keep' ing companies from leaving the state entireIF- Now the focus is expansion within ~e state." a NEW YORK: A New Attitude for the first nine months of 1995· the Department of Labor reports that New York State gained 81,000 private-sector jobs--a large turnaround from 1990 to 1994. when it lost more than 500,000. . The reason, say' economists, is the ~l .-:' . aggressive deal making of New York ~ example, offers real estate tax breaks to developers who renovate office buildings in lower Manhattan. Meanwhile, upstate, Pataki is making good on his vow to cut both taxes and rebelalien. For one thing, the state corporate income tax surcharge has been reduced from 7.5 percent in 1995 to 2.5 percent this year and will be alimi- noted in '97, say~ Raymond Paolino, director of business research for the Department of Economic DevelopmenL The Governor has also personally intervened in meetings to prevent r, vo of the states larger employers-- Eastman Kodak Co. and IBM Corp.--from leaving. And while property tax incentives persuaded IBM to stay in Armonk, Kodak decided to invest more than $300 mil- lion at its Rochester headquarters simply on the state's commitment to continue cutting taxes. This year, in fact, Pataid will push for a reduction of the personal income tax by 25 percent over four yenrs. u KENTUCKY: On a l~lission when Kentucky decided to upgrade its economic development program, it did what many large companies do--it hired an outside adviser. In late 1993. consultants from Arthur D. Little Inc. traveled around the state for three months interviewing executives. The result: a mission statement--complere with "five ,. goals, 26 strategies. and 76 tactics:' ' ~ :: ' ' ... ' says Gene Strong, Secretary of Ken- · ' · '- ' ." tucky's Cabinet for Economic De~el- City Mayor Rudolph Giuliani and newly elected Gov. George Pataid. It used to be that New York com- panies would simply move without ever talking to economic develop- ment officials, says KPMG's Betty Mcintosh. "Now, there s a perception that those same officials will listen and at least try to address a compa- ny's needs;' In New York City, Giuliani is doing a lot more than listening. Take the $184 million package that con- vinced the New York Mercantile - .' .... · · .: -'. · . opment. And high up on the list "- - ' ' ' ' ..... were ways to retain existing business- ~ · . . ..' :-. es, such as programs to expedite environmental permitting; new worker retraining programs; and development seminars for commu- nity leaders. Strong estimates that it will rake from 5 to 10 years to roll out all the measures. But, he adds, the imple- mentation will transcend whatever political party happens to be in power at the ume. "~& run the cabinet as a business." says Strong, who h~mself Exchange to stay put. Or one of the was selected by an executive search latest beneficmries. the Equitable Life Assurance Society.: firm. ~With eight private-sector leaders on the board of which received $4.5 million from New York City and i directors commstted for the long term. we have a good about $5 million from the state for keeping its headqnar - ' chance of seeing these measures through;' For at least the nex't four yenrs they ha'.: ihe fi~ll sup- ters there. Extravagant? Maybe. But the deals saved roughly :. port of newly elected Governor Paul patton--credited 10,000 jobs, according to the New York ' by many as the father of Kentucky bosmess incentives. i City Economic Development Corp And. ' Patton helped draft gentucky's first major business THE ~I~!g, ITV ~ recentives have enabled the city to retain ' development legislauon--the 988 Kentucky R~u'al Eco- I nomic Development Act (KREDAJ--wh<h gives corpo- ~T Ou~lt~o/ti~fiua,nrh~tStt~ntm~ i about 50,000 jobs since G~uliani was elected. Most~o$iteSelt,~onDexigmaMu:~ ] Stdl. Giuliam is aware of the cent rover- Crime ~ito .................. T/% ~n of laTtag ................ ~S% Sy such deals stir up- Thus. many business lhalth cazt .................. TA 't leaders were pieused by his latest offering: . I,ullte Sohooh ................ I~ acros~-the-board financial incenttves ued C,nms~ .................. SS~ ~ to cwic improvements. A new law passed ~ by the state legislature last October. for 32 rate and personal income tax credits to new and expand- mg manufacturing projects that create jobs m counnes w~th h~gh unemployment. KREDA ~s credited w~th attracting close to 200 indus- trial proleas r~presenting about 54 billion m private investments and with encouraging two malor erapin' - ers--lnrernational Paper Co. and lames River Corp --to JANUARY 1996 * CFO 'n U ~ ! rd l~ S S R E 'F E N ? ! O N expand in Bowling Green. On a smaller scale. KREDA helped American Bag Corp., an air-bag maker in Sterns. expand twice and eventually hire more than double the 140 new workers it planned to. The beauV] of the deal. was that it was done 'in an expeditiouS manner:' says president I.C. Egnew. 'We had one meeting in the fall of: 1992 and began expanding in the spring of 1993f he says. : Despite a series of suCeaSsful coups. Kentucky recent' ly suffered a high-profile [os$ when giant heakh-care company Columbia/HCA abandoned Kentucky for Nashville, Tennessee. One reason it left, sources say, was the state's new 2.5 percent tax on net revenues of health- care providers--a tactic many stateS are now uSing to get matching federal funding for their Medicaid programs. Here. however. it was a case of clashing incentives. For despite the millions Kentucky spent to retain Columbia/HCA, the new law cost the company $13 mil- lion in 1994. and was due to cost it millions more after an upcoming merger wi(h HealthTrust Inc The next legislature may reexamine the tax. says Strong. as well as a proposal for corporate income tax credits for worker-training programs. n ~I.~IU~tA: Baok in the Driver's Seat Alabama learned the benefits of business rerenhon the hard way. After estabhshing itself as an incco- state has numerous other attributes to convince compa- nies to stay. however. For example. Alabama has a one- stop permitting process. Its employee-training pro- gram--the Alabama Industrial Development Training program--has worked with more than 600 firms over the past 20 years training some 65,000 workers. In addition. he says. the corporate income tax rate is at a competitive 5 percent, and state and local taxes per capita equal $1.363, . compared with a national average of $2.083. But when apparel manufacturer Russell Corp· ' announced expansions in four Alabama cities. creating more than 2,000 jobs. incentives had nothing to do with it. says Fred Braswell, Russell's vice president of external affairs. "We benefit from state and local programs. but have neither asked for nor received unusual incentiveS," he says. "We've stayed because this ~s where the bulk of our operations are. from cotton bale to retail." m ILLINOIS: Closing ~ks over the past 20 years. Illinois has had something of an opea-wallet policy concermng retention. in 1993, for example. Gov. lames Edgar doled out $20 million in loans, $1.4 million in state and local tax exemptions. and $200.000 in jobs-traimng funds to entice Tootsie Roll Indusroes [no. to stay. And in 1994. he kept Motorola inc. tires high-roller in 1993 when it offered Mercedes-Benz; from ~pening a new plant in Wisconsin by N.A- Inc. a $253.3 million package to locate an auto plant: offering .$30 million in labor- training near Tuscaloosa. the state was severely criticized by in-: incentiVeS and pushing through a legisla- state companies that thought the money could have been: tire act that permitted the Illinois Com- betterspent on infrastcocture and education- ' roeroe Commission to approve special The result: now the state legislature is starting to rec-: rates that kept energy costs down. ognize that "80 percent of the state's growth will come :. Those deals, however, were actually from within" says Neal Wade president of the Econore. : "low key;' say~ Don Harder of the Kellogg ic Development Partnership of Alabama. And this Year it ' Graduate Schoul of Management at North' overhauled its economic development program in order western Unr,'ersiv/, compared with the incentives offered to "reverse white-collar flight and maintain blue-collar: by Edgar's predecessor. lames Thompson. Between 1989 · and 1992. Thompson paid 'over $100 million to keep expansion? Specifically. the revised incentive package allows new Chrysler. over SI20 mdhon for the retention of a Sears and expanding companies to write off 5 percent of their ~ Roebuck retail center. and $150 million to keep the capttal investment cosu each year for 20 years up to the White $ox from going to St Petersburg;' he says. These days. however, Illinois is level of their state income taxes. To qualify. businesses with more than 100 employees must invest at least $2 million. hire 20 people, and pay their employees ,58 per hour on average or $10 per hour including benefits, Those with fewer than 100 emp[oyees must create 15 new jobs and inve~t $1 million- In contrast. under the that apphed to the Mercedes deal. credtrs that exceeded a firm's state income tax could be utilized through wage assessments from employees directly related to the protect Robert Sutton. manager of tb.e Economic Research and Commumca- tinns Division of the Alabama Devel- opment Office· points out that the Fre~ Rein States V~ont, Wm CFO * JANI~AR¥ 1996 OnYourOwn $M~ that do not offerfinancing a/d for existing p~ant ~qaansio.: '2. Idaho 4. North Cardina 6.~hington following something of an austerity poliq w~th regard to retention incen- tives. Says 1ohn Hamalton. an economist for the Illinois Depart- merit of Commerce and Commumty Aftarts. "binst of the stare's recentives are not discretionary lanvmore~-- with the big exceptions being funds · :' ~' ':'~ '" I for jobs training and infrastructure;' [n fact. two of the state's most : i:i wrttren into the state's constitution. · · , which was revamped in 1970. he says i. , 'i i First, graduated tax rates are probib- '" -' '~ ited; Illinois personal and corporate income taxes are flat-rate taxes. Sec- ond, the corporate income tax ~s Labor Lost States that don't offer tax incentives for job Alaska, Michigan, New Mexico, Oregon, Vermont, W,/omi~g Stats that don't ~r i~dustrb:! im, est- Alaska, Arizona, Hawaii, Iowa, Minnesota, Nevada, North Carolina, Pennsylvania, Utah,¥ermont' Wyo~ng 33 iS U S I N E S S R E ? E ~ T I O N linked to the personal income tax rate .- _ as insurance against arbaraq' iocreas- es in its rate. Now. the Edgar administration is working to shape busines~ develop- ment incentives that will benefit a cross section of existing businesses, says Hamilton. In 1995, a manufac- mreff purchase credit was phased in, building on already existing sales tax exemptions for the purchase of man- ufacturing and farm machinery. as well as replacement parts and com- puten used to control manufacturing machinery. Purchasers of manufac- turing machinery receive a credit equal to 25 percent of what the taxes would have been if the machinery was taxable. making it po~ible for the manufacturers to use this credit to offset any other equipment ~es tax liability they incur. And going forward, the 1995 legislature focused on tort and workars' compensation reform, earning kudos from libnots Manufacturers' Association president Gregory Baise. "The legislature gets a strong A this year? he says. · CONI~IECTICUTt The Focus Is on R~D Back in 1993. reeling from cuts in defense spending that resulted in a loss of more than 20,000 jobs, Connecticut offered aircraft engine manufacturer Pratt & Whimey a 532 million incentive package to stay put, rather than move to cheaper sites in Georgia or Maine. The package. which became known as the "Pratt Whit- ney" research and development tax bill. allows up to 6 percent in tax credits for spending beyond 5200 million. While the targeted nature of the incchores caused controveny among some state economists and manufac- turers. Kevin ComYay. vice president of taxes at Pratt & Whimey's parent. United Technologies Corp., defends the decision, saying that the tax credits will be earned only "to the extent that the company mvasts in R&D in Connecticut;' In addition, he says. the bill has become the basis of federal legislation for an R&D tax credit--legislation that wdl benefit all companies. Not that other Connecticut companies have been overlooked in the staffs business retentton efforts. Th~s year. for example. the state legtslature lowered corporate income tax from 11.25 to I 1 percent. and plans to scale it back to 7.5 percent by the year 2000. In addition. Con- necticut has focused on hnnging down workers' comp · : ' ' '-' · ' than 50 people. such commitment .., has always been key, says Deidrick. One satisfied customer is Robert Ohm~ CFO of Marine Management Systems Inc. (MMS), a 5tam ford firm that was considering moving its oper- ations south. But last fall. MMS, which employs 40 people. received half a million dollars in Ioaus from Connecticut Innovations Inc.. a non- profit state agency that serves as its venture capital arm. Not to mention that MMS will be moving to an enterprise zone, which will result in a reduction of up to 80 percent in real estate taxes. and significant personal property tax abatements. That, and a wefi-trmned, well-educated work force. were enough to keep MMS docked in Connecticut. Ohmes says. · Location, loftion, l~atinn. That is ~e major broi- l n~ antaction for compani~ in Georgia~spe- dMly ~nse cente~d aro~d AUanta. "A~anta is and h~ histuri~lly ~n a t~nsponation hub, offering a state-of-the-art a:rport and a strong airfoil distribution ne~ork~ ~ Chiles Gatlin, of the Georgia Department of Indite, Trade. and Tourism. PI~, ~e stateg ~o deap-~ter ports in Sav~nah and B~swick, and a highly ~stem considered ~e b~t in · e nation, m~e ~t a gate~y to the huge Florida market and the ~t of~e Sought, he But while AUanta w~ G~rgigs gr~t~t streng~ in aR~cting new b~in~ in the 19705 and '80s, the r~t of the state la~ed behind. In an aaempt to even the Gov. Zell Mdler introduced the Business Expansion Support Act in 199~a three-tiered sliding scale of investment. }oh-retraining. and job-creation tax cred- itwhich often ~e largest t~ br~ to busm~s~ ~at cr~te jobs in ~e state's poorer counties. Bns~n~ can u~ th~ tax crediu to reduce their corporate income t=o by up to 50 percent· Among ~o~ t~ng advanmge of th~ new la~ ~te~illar Inc.. which ~s building a fuel systems paru plant in lackson County. and Sony Corp. which expanding iu ~r~llton plant by 375 workers In addi- tion. Lockheed Aeronautical Systems. m Marietta. has uken ad~nuge of ~ crediu to retain ' iu work force of 4,500. ~lt's a g~d-fatth . effort [by fie statel to k~p skdls up ~ new costs. Iowenng them by 26 percent m 1995 "This is the i technologies arrive m the plant." says fourth year in a row that these costs have been decreased - Dorothea Mahan. director of orgamzanon by 20 percent.' says Arthur D~edrick. chairman of the and employee development. Development Office of the Governor. Right now. the b~ggest drawback to But while himging in and retaining large employers . development remains the state'sedusaUon has been a ma~or goal· the state has also been looking system. said executives polled last spnng out for tts start-ups and entrepreneurs. creating a variety by the Governor's Development Couned of public/private partnerships to rase cap, tat. With 90 . But it ~s also the area in which the state ~s percent o f all bnsinasses m Connecticut employing fewer ' making inroads. CFO ° JANUARY 1996 Top average hourly earnings in mtmqac- mfing: 3. Delaware $13.96 : 4-Ifidlana:S13.gs; .' 5. LOuLeh~ S15.76 . ' ...mu/the/oms~' : 1. South Dakota: ~9.49 ~. South Carolina: $10.19 4- Florida: $1024 -. s. Adausas: $~0..30 School Days ' ' ' States with ~:ha . hlghest percent o[ thelr population' graduming pone l, Utah--90% o 2. ~9.2 1. Colorado-30.2% ...andthe/owe. st College:West ff You Btdld It States that had the most new antl expand- ed facilities built b e~een 1992-94: 1. Ohio: 1,958 2. North Carolina: 13t4 3. Tex~ 1~23 4. Florida: 817 5. Calfforni~ 605 & KentuckT:. 8, W'~r.o nsin: 476 9. V'lr~'nla: 431 10. Indiana: 448 35 WHAT INCENTIVES (~OUNT MOST Squeeze Play $tat~ that have the highest general salas 1. ML~issippi: 7.O% 2. Rhode Island: 7.0% 3. Nevada: 6.5% 4. Washington: 6.5% 5. Illinois: 6.25% 6. Texas: 6.25% ...and those with none: Alaska, Delaware, Montana, New Hamp- shire, Oregon Grow or Go P~entage mdng firms planning to build or relo~ a ~ d~on fa~ in the In current $tat~ 38% In another state with no current presence: 25% In another state with current presenc~ 18% · And FInally Whereyou have the best chance o/seeing the sum Arizona: 86% · ..and the lowera. Alaska: 30% Whe~ you have the best chance of dying (rates per 1,000)... West Virginia: 11 ...and the lowest Alaska: 3.8 Compiled by C£Ostalf writer lan Sprinlgteel and editorial assistant DeAnn Christinat S I 1~ E S S R E ? E N T I O N Alphatetra-based Siemens Energy and Automation Inc., for example. plans to take advantage of the state's new Quick Start program to train up to I$0 new employees. The program, which is avail- able to companies at no cost, has an added feedback feature that allows them to help the state make improvements. In addition. the Miller administration has initiated Project H.O.P.E. (Helping Outstanding Pupils Educationally}, a col- lege scholarship program funded by the state's lottery system. It offers full tuition at a public col- lege to any Georgia high school student maintaining a B average throughout high school and college. It will take at least five years. however, before the state's companies begin to seriously reap its rewards. · TEXAS: Reeling without Dealing exas legislators will tell you straight out that large T inceotn.e packages are not business-as-usual there. For starters, Texas has no corporate or personal income tax. which means there's not a lot of room for negotia- tion. In addition. because it has a rich storehouse of raw materials. as well a~ proximity to blexico and Latin Amer- ica in th~s North American Free Trade Agreement era. such lures are unnec- essary, they say. Thus. wheo Gov. George W. Bush was sworn into office last year. he vowed to support state busineases without giving away the ranch. He started with "deanup" hills in tort reform and workers' comp. Texas used to be known as "the .~;.) . sue-me state;' But last spring, the state legislature passed a sweeping tort retbrm agenda that hmited large punitive damage awards and put lim- its on venue shopping (finding the most advantageous county within the state to try a case). At the same time. the state eliminated intrustate truck- ing fees. And it increased funding for job.training pro- grams. allocating more than :529 million to the Smart Jobs Fund. which helps pay for work-force training for both existing and new businesses. One :smart Jobs applicant is Nokla Corp. a Finnish telecommunications equipment maker that has been expanding throughout Texas. The firm's latest expansion. a new state-of-the-art cellular phone manufacturing plant. is scheduled to open this year in Ft. Worth. and wdl employ 2,000 people. each eli- gible for up to $2,000 in training funds. What ~s needed next are improvements in the educa- tional system. says Waco economrst Ray Perryman. "We've had a school- funding crisis going on for [0 years now;' he ~ays And, he adds, considering all the oppor- turnties note being created by NAFTA. quahty issues like training and education will be key. B NE!!RASHA: 'l~e Incentives Bridesmaid Over the past four years, Nebraska has bid aggres. sive]y to attract out-of-state manufacturers, only to suffer three big-time losses. First it lost a BMW N.A. Inc. plant to South Carolina. Then Mercedes-Benz N.A. put its facility in Alabama. And most recently, a $1.3 billion Micron Technology Inc. computer chip plant it hoped to attract headed west to Utah. There is a silver lining, though. Last spring, in its futile attempt to win Micron, the Nebraska legislature rushed through three bills--informally called the Micron bills--that are now benefiting the state's home- based employers. One of them is food-processing giant Cargill Inc., which will qualify for incentives vnthin fi~'e years under the Quality lobs Act--the centerpiece of the new legisla- tion. Passed last February. this act givas tax credits to com- penies that either invest $50 mdlioo and create 500 new jobs or invest S100 million and add 250 nov workers with- in five years. Under one provisinn, Cargdl will be able to retain the state income tax withholding of employees and use the money for worker training end benefits. In return, the Minnesota firm broke ground last sum- mer on a $100 million plant expan- sion in Blair.~choosing the site over bids from neighboring states. "No one incentive oun~,eigbed the rest;' says Pat Bowe, plant general manager. "The single biggest factor is corn. Then there's electric, gas, and water costs, quality of work force. and avail- able transportation"' Nebraska, he says, offered the best combmatinn. The blicron bills also authorized the state's power companies and municipal utilities to offer malor dis- counts to new or expanded mdustnal customers That translates into major savings. says Stu Miller. deputy direc- tor of the Nebraska Department of Economic Development, because Nebraska is the only state that uses all public power. While larger companies stand to benefit most from the Micron legislation. the state also passed a bill last spring that gave a break to a wide range of manul:~ctur- ers with out-of-state markets It did this by phasing out the "throwback ta~x"--a portton of the state's business income tax previously levied on products shipped fi-om Nebraska but sold in other states. Now. many executives hope that the state wdl stay focused on retention. [n fact. some, like Matt Gates, COO of :SITEL Corp. o{ Omaha, were not all that thrilled about Micron coming to town in the first place. "[ learned that the average pay at .Micron wasn't even as h~gh as what we are paying our workers now." says Gates. Micron~s presence would have created a labor shortage, and pushed wages even higher. he ~a}~. u Lauren Iohn rs a Boston-based freelance wrrter 36 JANUARY 1996 * CFO City of Iowa City MEMORANDUM OATE: TO: FROM: RE: January 8, 1996 City Council City Manager Pending Development Zssues An application for preliminary plat approval of the preliminary plat of Galway Hills, Parts Three and Four, a.27.77 acre, 78-1ot subdivision located south of Galway Drive, east of Highway 218. Amendment to the Zoning Ordinance to allow model homes and temporary real estate sales centers in residential zones. City of Iowa City MEMORANDUM Date: To: From: Re: Stephen Atkins, City Manager - - ~ -, Karin Franklin, Director, Planning & Community Develop~,,,~ Parcel 64~1 a In May of 1994, the City Council passed a resolution reserving Parcel 64-1 a for CenterSpace (see attached). Parcel 64-1a is the lot next to the Holiday Inn across from the Iowa City Public Library. CenterSpace was a proposed cultural/conference center, advocated by members of the Iowa City arts community, members of the Arts Committee of the Iowa City Area Chamber of Commerce, and others. The resolution reserving this parcel expired on January 1, 1996. There are a number of decisions which are needed from the Council regarding this parcel. Initially, we need to know whether they wish to extend the resolution reserving this space for CenterSpace to some point in time. Secondly, if the Council does not wish to extend the resolution, whether the staff should begin to actively market the property or not. Parcel 64-1 a was one of many properties purchased by the City for redevelopment during the downtown urban renewal project. It is a 37,000 square foot parcel that is currently used for surface parking and generates approximately $53,000 per year in parking revenues. The site provides an opportunity to enhance Iowa City's downtown and add to the vitality of City Plaza. Obviously, private development of the property could contribute significantly to our tax base. A Council decision to market 64-1 a would lead to the question of the appropriate use of the site. There are two approaches we could take to that question: 1 ) Decide on the types of uses that are desirable there and undertake a market study to determine if those desirable uses are practical; or 2) undertake a more general market analysis to evaluate how best to use the site in today's market. The first option would involve the Council in envisioning what they would like to have on the site; this could include some or all of the features of CenterSpace. After a market analysis was completed for that defined project, a determination could be made as to whether the time was right to actively market the site or not. The second option would be used if the Council felt it imperative to redevelop the parcel in the short-term. Any market analysis will require assistance from a consultant. At the meeting of January 15, answers to the following questions would be useful: Should the resolution reserving Parcel 64-1a for a cultural/conference center be extended and, if so, to what point in time? 2 If the parcel is not reserved, should the City actively market this parcel for some type of redevelopment? If marketing the parcel is selected, does the Council wish to define the project to achieve some community goal, or is the redevelopment of the site focused on an immediate enhancement of the downtown and the generation of new tax revenue7 If the Council chooses to market the property for a defined project, the staff can develop some project options for discussion at a subsequent Council meeting. cc: Shirley Wyrick, CenterSpace Steering Committee Attachment bf~,64-1 a RESOLUTION NO. 94-138 RESOLUTION OF ENDORSEMENT FOR THE CENTERSPACE CONCEPT AND FOR THE RESERVATION OF URBAN RENEWAL PARCEL 64~1 (A} WHEREAS, on January 31, 1994, Camiros Ltd. presented to the Iowa City City Council a cultural conference center feasibility study entitled, CenterSpace: A Feasibility Study, and WHEREAS, the Steering Committee of the CenterSpace project requests the City Council's consideration of a resolution of endorsement of the CenterSpace concept and for reservation of Urban Renewal Parcel 64-1{a}, and WHEREAS, the mxed use facility propose.d in the cultural conference center feasibility study is an ideal use of the City's last urban renewal parcel, and WHEREAS, a cultural conference center furthers the cultural, social, and economic well-being of the community. NOW THEREFORE BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA CITY, IOWA, THAT: The Iowa City Council endorses the cultural conference center concept as outlined in CenterSpace: A FeasibtllW Study, The Iowa City City Council commits, until January 1, 1996, to reserving Urban Renewal Parcel 64-1 (a) as the appropriate site for a cultural conference center. Passed and approved this loth day of May , 1994. ATTEST: ~ CITY CLERK It was moved by Kubby and seconded by adopted, and upon roll call there were: ThroJ~morton the Resolution be AYES: NAYS: ABSENT: X X X X X Baker Horowitz Kubby Lehman Novick Pigott Throgmorton ecodov~centersp.re$ City of Iowa City MEMORANDUM Date: January 12, 1996 To: The Honorable Mayor Naomi J. Novick and Members of the City Council From: Linda Newman Woito, City Attorney ~ Re: Update on Assistant City Attorney recruitment As you recall, the fourth attorney position was vacated November 6, 1995. Based on discussions with Personnel Administrator Sylvia Mejia, First Assistant City Attorney Anne Burnside and I chose to advertise before as {Nell as after the holidays. We ha~e advertised in the local newspapers together with the Des Moines Re.~ister, and also placed an ad in the Iowa League of Cities Ma(~azine. Time for applications will close at 5 pm on Friday, January 26, 1996. Anne and I will then review the applications that weekend, and set up interviews the last week of January and the first week of February, 1996. Please call if you have questions. CC: City Clerk City Manager Assistant City Manager First Assistant City Attorney Anne Burnside City of iowa City MEMORANDUM Date: January 12, 1996 To: From: The Honorable Mayor Naomi J. Novick and Members of the City Council Linda Newman Woito, City Attorney Anne G. Burnside, First Assistant City Attorn Permits Issued for Awning/Signs at Pizza Hut In response to a recent request from the City Council, Anne and I revisited the question whether the' permits issued by Housing and Inspection Services (HIS) for the awning/signs were issued in error and can be revoked. We have verified relevant dates and events with HIS staff, reviewed an opinion by Patricia Cone-Fisher, and considered the opinions of the Iowa Supreme Court. We now report the following: CONCLUSION: The decisions of the Housing and Inspection Services staff to issue one building permit and three sign permits in October, 1993 were not issued in error, as was the case in Lamoni, see discussion below. Rather, HIS changed its interpretation of City ordinances. Thus, our facts fall squarely within the arebit of the Crow case - meaning there was room for interpretation as to whether the awning was an "awning" or a "sign." As a result, Pizza Hut has vested rights in the signs, and the Citv has no authority to revoke the permits. DISCUSSION: Facts. The following dates and events are relevant to the issue presented: October 22, 1993 City Awning Division ("CAD") applied for building permit for "new exterior awnings" at 127 Iowa Avenue, October 28, 1993 CAD applied for "awning sign" permit. HIS staff processed the request as applications for three permits. October 29, 1993 HIS issued three sign permits based on HIS opinion that the proposed lettering met awning requirements, November 8, 1993 HIS issued a building permit to construct signs, per application of 10/22/93. November 29, 1993 Boothroy issued an opinion letter finding the structures constructed by CAD pursuant to the permits at 127 Iowa Avenue were not in violation of the rezoning ordinance. May 4,1994 Boothroy issued an opinion memorandum reconsidering his opinion of 11/19/93, and finding the structures were signs, not awnings, and that the sign and building permits were issued in error. October 14, 1994 Boothroy stated in conversation with Asst. City Attorney that the definition of awning in the City Code was not clear and interpretation was required. Analysis, The critical cases to apply to the foregoing facts are Crow v. Board of Adjustment, 227 Iowa 324, 288 N.W. 145 (1939) and City of Lamoni v. Livincmton, 392 N.W.2d 506 (Iowa 1986). The cases reach different results on the issues presented of whether a permit issued by a municipal inspector may be revoked thereby stopping any construction carried out in reliance on the permit, However, the Court applied the same logic and analysis to the facts presented, and different facts resulted in two different conclusions. For example, in the Lamoni case, a permit was issued for a sawmill, even though a sawmill was not a permitted use in the zoning code. The Iowa Supreme Court reasoned that since the permit's issuance was "plain error," the builder could not reasonably have relied on the permit and the city could revoke the permit without paying for the construction work already done. In contrast, the Crow case involved a request for a permit to construct a veterinary clinic in a residential district, After consulting with the city's attorney, the inspector stated to Dr. Crow he would issue a building permit. Dr. Crow tore down a building and proceeded to make application for the building permit. The city attorney again reviewed the application, and issued a formal opinion that a vet clinic was appropriate because a "hospital" included animals - human and otherwise; and a building permit should be issued. After neighbors appealed, the Board of Adjustment ordered the permit revoked and the Crow lawsuit resulted. The Iowa Supreme Court found that since the meaning of "hospital" could be interpreted to mean only treating humans, not all animals, the question of whether to issue a permit was "doubtful and fairly debatable" - which is the opposite of plainly erroneous. Thus, Dr. Crow's building permit could not be revoked under such an ambiguous zoning ordinance where the term "hospital" did not clearly set out whether a veterinary hospital could be located in a residential zoning district. It is clear from the facts outlined above that Iowa City's ordinances are just as ambiguous as to the meaning of "awning" as was the definition of "hospital" in the Crow decision. Therefore, interpretation of the ordinance was required. Boothroy first interpreted the ordinance in November 29, 1993, and found the permits were properly issued. His interpretation does not appear, on later examination, to be clearly erroneous, but as he stated later and as demonstrated by his series of opinions on the topic, the meaning of the word "awning" in the Iowa City zoning ordinance is "doubtful and fairly debatable," see attached. We conclude the permits may have been valid on the dates they were issued. There is some lack of clarity as to whether Julie Tallman was authorized to issue a permit under Terry Goerdt's signature, or whether Bogaard, Tallman or Goerdt did the requisite inquiry or examination to support the permits. Ultimately, it does not matter because Boothroy affirmed the permits' validity on November 29, 1993 but later said there was room for doubt. In sum, under the Crow case, a "vested interest" in the already-erected sign/awning attached at the moment Boothroy issued the second opinion. This means the sign and building permits cannot be revoked because the City itself has acknowledged the City ordinances are subject to interpretation. In e word, HIS's second opinion relinquished any power the City previously had to revoke the permits as originally issued. Attachments CC: City Clerk City Manager Assistant City Manager Doug Boothroy, HIS Director Julie Tallman, Code Enforcement Assistant City Attorney Opinion File City of Iowa City MEMORANDUM To: Ron Boose, Sen~or Building Official / ! Ter. ry Goerdt, Building Inspector /X Juhe Tallman, Code Enforcement Asalstan · Re: Pl~ Hut A~ning . Since its ere~lon, the Pi~a ~ut "awning" ~o~?d at ~e inter~ec~ ~f iowa Avenue and ' Dubuque Street has been a zomng inte~re~tlon ~ssue. ~e ques~on an awning (a roof-like stmc~re intended to provide shelter) or whe~er it is a building sign. At the time of ~e ini~al re.w, this depa~ment was of ~e opinion that the PI~ Hut st~cture met the definition of awning (see a~ach~ le~er) and the sign petit was properly issued based upon this inte~retation. After further research and consultation about awning design and regulation, I now conclude that the Pizza Hut structure is not an awning due to its design. The structure is designed to provide maximum signage and not to function as an awning (a roof-like structure intended to provide shelter). Therefore, the sign and building permits were issued incorrectly to Pizza Hut. The next step is to send Pizza Hut a letter indicating the error in issuing the permits. They will be informed that the "sign" is in non-compliance with City regulations but that the City does not intend to require its removal at this time. The letter must also advise Pizza Hut that any alteration to the "awning° will result In the City requiring full compliance with the Code (i.e. the present "awning" will have to be removed). The Pizza Hut sign is one example of the interpretation difficulties caused by the Increasingly popular "awning"-type signs. Please be advised that all awnings must be reviewed in terms of whether or not they comply with the design standard of a roof-like cover intended to provide shelter. If a proposed awning does not meet this standard, it cannot be considered an awning and erected as such. 29 November 1993 Jim Harris Prairie Lights Books 15 South Dubuque Street Iowa CiW, Iowa 52240 Dear Mr. Harris: CITY OF I0 WA CITY This letter is in regard to the new Pizza Hut awning, which has created some debate as to the precise meaning of the word "awning" because of its non-traditional design. The Zoning Ordinance does not define what composes an awning, specifically, so we refer to Webster°s Ninth New Collegiate Dictionary, which states that an awning is "A rooflike cover extending over or in front of a place (as over the deck or in front of a door or window) as a shelter." According to the 1991 Uniform Building Code, Section 4506, page 748, an awning is "... a shelter supported entirely from the exterior wall of a building." While it may be questionable exactly how much shelter this particular awning provides, it is supported entirely'by the exterior wall, it is located immediately above the window, and it extends 28 inches in front of the building (18 inches if.the curved, outside portion of the awning is excluded). Other awnings in the downtown area provide little practical shelter, similar to the Pizza Hut awning. The permit was issued based on information provided to us by City Awning of South Bend. A copy of their proposal to Pizza Hut is attached. In essence, it describes two awnings which project ~8 inches over the sidewalk, with the edges.and corners of the projection curving back in toward the building at a radius of 10 Inches. Signage on an awning is limited to 25% of the surface of the awning which, in this case, amounted to an allowable total of 187.5 square feet. The total square footage of sig. nage requested by City Awning on behalf of Pizza Hut amounted to slightly over 106 square feet, and was therefore well within the guidelines of the Ordinance. Perhaps what is needed is an amendment to the Iowa City Zoning Ordinance to define the term "awning". It would also be necessary to more specifically define "shelter". At this time, however, the requirements of the Zoning Ordinance were met by both City Awning and Pizza Hut. I will be bringing this matter to the attention of the Iowa City Planning and Zoning Commission, and will let y~u know when it is scheduled for discussion. Da\jt Enclosure CO: Stephen Arkins, City Manager City Council City of Iowa City MEMORANDUM Date: January 10, 1996 To: From: Re: The Honorable Mayor Naomi J. Novick and Members of the City Council Linda Newman Woito, City Attorney ~ Amended Legal Opinion: Conflict of Interest regarding City Purchases from Iowa Book & Supply Company Background bn November 16, 1995, I prepared a memorandum to Dee Vanderhoef concerning potential conflicts of interest, since Dee Vanderhoef was then a partial owner of Iowa Book & Supply Company - from which the City and the Public Library purchased a number of items. Having discussed the matter with Dee and Peter Vanderhoef, I suggested in the November memo that Dee and the City avoid a conflict of interest by limiting acquisition of purchases to no more than $1,500 in any one fiscal year, see attached. Since that November 1995 memo, the facts have changed. As seen in the attached letter to me, Dee Vanderhoef has completely divested herself of any and all ownership in Iowa Book & Supply Company, effective December 20, 1995. This means Dee no longer has any ownership interests in Iowa Book & Supply Company. Summary of Conclusion My prior legal opinion dated November 16, 1995, is hereby rescinded as inappropriate because based on facts which are no longer correct. That is, Dee Vanderhoef no longer owns any interest in Iowa Book & Supply Company, so she no longer has a "direct interest in any contract" with the City to purchase goods. Thus, no conflict of interest arises under §362.5, Code of Iowa (1995). Moreover, based on Iowa Attorney General's Opinions, Dee Vanderhoef's marriage to the owner of Iowa Book & Supply Company, namely Pete Vanderhoef, does not create an "indirect interest in a contract" as contemplated under Iowa law. In sum, the City's continued purchases of books and supplies from Iowa Book & Supply Company does not create an unlawful conflict of interest, and City staff and the Public Library are free to purchase goods from Iowa Book & Supply Company as they have done in the past, without any dollar or other limitations as previously discussed. 2 Amended Analysis The statutory provision which bars contracts between city officers or city employees and their city reads as follows: "A city officer or employee shall not have an interest, direct or indirect, in any contract or job of work or material where the profits thereof or services to be furnished or performed for the officer's or employee's city. The contract entered into in violation of this section is void...." §362.5, Code of Iowa (1995) It is the conclusion of this Office, as amended herein, that because Dee Venderhoer no Iol~ger owns any portion of Iowa Book and Supply Company, Dee no longer has a statutory conflict of interest under the above-cited law. However, a question may be raised whether Dee Vanderhoef's marriage to the owner of Iowa Book & Supply, by virtue of marital status, constitutes an "indirect contract" with the City, thereby violating Iowa's conflict of interest rules. I think the clear answer to this question is "no." In reviewing prior City Attorney Opinions issued by this Office, I found three Iowa Attorney General Opinions which state, quite clearly, that a marital relationship does not, in and of itself, create an "indirect contract" where the city employee's or city official's spouse is the one entering into a contract with the city. In these State Opinions, the Attorney General was asked whether, for example, a city council member's marriage to the owner of a car dealership created an illegal "conflict of interest" when the city purchased cars from the husband. In each instance, the Attorney General answered this question in the negative, noting that the relationship between the council member and the contracting party, such as father, father-in-law, brother, husband or the like, does not constitute a conflict of interest under Iowa law. See e.g. 1966 Attorney General Opinion, March 23, 1966, p. 3874; see also Attorney General Opinions, January 20, 1972 and May 16, 1973. The Attorney General first noted that being married to the contracting party (e.g. Iowa Book and Supply owned by Dee's husband) is very different from the city contracting with its own employee or official (e.g. Dee Venderhoer). The Attorney General then concluded that family relationships simply do not disqualify a city from dealing with the city official's spouse, reasoning that the debts, rights, contracts and liabilities of husbands and wives, under Iowa marriage law, are deemed separate and independent: "Chapter 597, 1962 Code of Iowa, indicates that the contracts, debts, rights and liabilities of each husband and wife are to be considered as separate and independent. Therefore, since the wife-alderman has no ownership in the company of legal interest in the contracts, other than the fact that the contract is between a municipality and her husband, I am of the opinion that such a relationship does not constitute an indirect interest in violation of Chapter 326, acts of the 61st General Assembly," 1966 A.G. Op., pp. 3875-76 [emphasis added]. 3 In addition to the three Attorney General Opinions cited herein, this Office has consistently found, over the years, that marital status alone does not create an unlawful conflict of interest where a city employee's spouse enters into a contract with the City, e..q., City Attorney Opinion 6/22/92 {employee spouse can get rental rehab funds); Opinion 11/2/87 (employee's spouse entitled to rental rehab monies where spouse owns house, not employee); 4/18/85 (family relationship does not disqualify mayor's brother from contracting with city); 5/9/84 {em¢)loyee's spouse who is employee of audit company does not disqualify company from bidding on city audit because competitively bid). Based on the state and local Opinions, it is the conclusion of this Office that Dee Vanderhoef does not have an indirect interest in a contract between Iowa Book & Supply and Iowa simply by virtue of her mart)age to Pete Vanderhoef, owner of Iowa Book & Supply. Nor will she have any direct interest in a city purchase. Therefore, City staff, together with Public Library staff, are free to contract with Iowa Book & Supply Company - and may do so without running afoul of Iowa's conflict of interest rules. Please call me if you have further questions. CC: City Clerk City Manager Assistant City Manager Susan Craig, Public Library Department & Division Heads Cathy Eisenhofer, Purchasing Agent Pete Vanderhoef, FYI Attachments City of Iowa City MEMORANDUM Date: November 16, 1995 To: From: Re: Dee Vanderhoef, City Council Member-elect ~ Linda Newman Woito, City Attorney Legal Opinion Request: Conflict of Interest regarding City Purchases from Iowa Book & Supply Company Issue You have asked whether the City's continuing purchase of goods from Iowa Book & Supply Company would present a conflict of interest problem, once you take office as an official City Council member. As I understand it, you own shares in a privately held corporation known as Iowa Book & Supply Company, located at 8 South Clinton Street in Iowa City, Iowa. The City of Iowa City purchases goods and supplies from Iowa Book & Supply, ranging from approximately $600 per year up to $11,000 per year. Analysis The general statutory provision which bars contracts between city officers or city employees and their city reads as follows: "A city officer or employee shall not have an interest, direct or indirect, in any contract or job of work or material or the profits thereof or services to be furnished or performed for the officeds or employee's city. The contract entered into in violation of this section is void...." §362.5, Code of Iowa (1995). The statute goes on to include several exceptions, including: Contracts not otherwise permitted by this section, for the purchase of goods or services by a city having a population of more than two thousand five hundred which benefit a city officer or employee, if the purchases benefitting that officer or employee do not exceed a cumulative total purchase price of one thousand five hundred dollars in a fiscal year." §362.5(10), Code [emphasis added]. Since the City's purchase of goods and services from Iowa Book & Supply have ranged from $600 to t~ 11,000, it seems practical to limit the City's purchases from Iowa Book & Supply to no more than $1 ,BOO in any one fiscal year. I would suggest that someone in the Finance Department, such as Jeanne Soresky or Cathv Eisenhofer, be designated as the person to monitor the City's purchases from Iowa Book & Supply, and thereby avoid an unlawful conflict of interest. 2 I trust this will be helpful to you, but please do not hesitate to contact me if you have any further questions or concerns. CC: City Council City Clark City Manager Assistant City Manager Cathy Eisenhofer Jeanne Somsky Don Yucuis, FYI Iowa Book & Supply Co. RECEIVED J;;'f ATTORNE;"80~c~ servin9 iowa City Area and the University of Iowa 8 SOUTH CLINTON ~ BOX 2030 · IOWA (:FRY. IOWA 52244 · 319/337-4188 FAX 319/337-2045 1-02-96 Linda N. Woito City Attorney Civic Center 410 E. Washington St. Iowa City, IA 52240 Dear Ms Woito, Dec. 14, 1995 you recommended that the easiest way to avoid any conflict of interest on sales to Iowa City from Iowa Book & Supply was to remove Dee from an ownership position. On Dec. 20, 1995 Dee Vanderhoef divested herself of all ownership in Iowa Book & Supply Co. Sincerely, Peter C. Vanderhoef 100% Owner of Iowa Book & Supply Go. cc Susan Craig City of Iowa City MEMORANDUM Date: June 22, 1992 To: Linda Newman Gentry, City Attorney From: Anne G. Burnside, Asst. City Attorney ~ Re: Potential Conflict of Interest: Mark Moen's application for rental rehabilitation funds You asked that I review a prior legal opinion concerning the recurring issue of Mr. Mark Moen applying to participate in the City's rental rehabilitation program. I reviewed the opinion of Mr. Richard J. Boyle dated November 2, 1987; researched the issue of conflict of interest for municipal agents; and spoke with Pam Barnes to learn the functional structure of the Planning Department, where Mr. Moen's wife, Monica, is employed as a senior planner. Conclusion: Mr. Moen's participation in City administered rental rehabilitation programs while his wife is employed by the City as a senior planner does not constitute a conflict of interest, and he should not be precluded from participation on this basis. ~acts: The Department of Planing and Community Development provides planning services to the City and City Council in a number of subspecialities. Rental assistance and rehabilitation programs such as the upcomiqg HOME project are administered through the Community Development division of the Department. Ms. Moen is the Senior Planner in the division of Urban Planning. Her work centers on review of proposals which require approval by the Planning and Zoning Commission and/or City Council. Generally, there are no points of overlap between the work of the Urban Planning division and the Community Development division. An application for rental rehabilitation funds is first reviewed by the Community Development staff to determine if it meets minimal requirements. Work lists are prepared and bids for the work are obtained. An application which succeeds at this level of examination is then referred to the Historic Preservation Commission for review. Staff support to the Historic Preservation Commission is provided by Robert Miklo, a Planner supervised by Ms. Moen. After review by the Historic Preservation Commission, an appIication is considered by the Rehabilitation Review team, composed of Marianne Milkman, Coordinator of Community Development; Pam Barnes, Rehabilitation Officer; Marcia Klingaman, a Planner in the Neighborhood Services division; and Ron Boose, Senior Building Inspector of the Housing and Inspection Services. None of these people are supervised by Ms. Moen or are employed in her division. Analysis: As Mr. Boyle pointed out, Section 362.5, Code of Iowa, provides that no city officer or employee shall have an interest, direct or indirect, in any contract or agreement with the city. Mr. Boyle concluded that because Ms. Moen was not an owner of the rental property at issue, she did not have a direct interest. He found no cases discussing the nature of an impermissible indirect interest and concluded that Ms. Moen's status as wife of the applicant was insufficient to create an objectionable conflict of interest. A review of the caselaw suggests that the more cogent question is whether Ms. Moen faces a potential conflict of interest. Actual wrongdoing or dereliction of duty is not required to create a conflict of interest. Rather, the test is whether an employee is "called upon to serve two masters". James v. City of Hamburg, 174 Iowa 301,309, 156 N.W. 394 (Iowa 1916). The potential for conflict of interest must be avoided. Wilson v. Iowa City, 165 N.W.2d 813,822 (Iowa 1969); Borlin v. council Bluffs, 338 N.W.2d 146 (Iowa 1983). Ms. Moen has a dower interest in her husband's property° It cannot be categorically stated she has no financial interest in the advancement of his application for rehabilitation funds. To so state would unrealistic and legalistic. This is n~t to say she ~ould abuse her position to advance this interest° ~The true issue is whether her position creates the tension that sMe must choose between her interest and the City's. The analysis must turn not on her marital status but on the structure of the Planning Department~ As set out above, the initial review of applications is performed by employees of a separate division: Community Development. None of them are supervised by Ms. Moen and their projects do not overlap. The next stage of review does present a potential conflict in that Mr. Miklo, who is supervised by Ms. Moen, is charged with presenting the application to the Historic Preservation Commission for approval. If an application from Mr. Moen is involved, Mr. Miklo is potentially placed in the position of criticizing or supporting an application from his supervisor,s spouse. In an ideal world he would make such assessments without concern for the security of his employment and advancement. In the real world, he should be free of such pressures. This potential for conflict can be resolved by having an employee other than MSo Moen's present Mr. Moen's applications for review. An application which successfully passes review by the Historic Preservation Commission proceeds to the Rehabilitation Review team. Again, the members of this team function ~ndependent of Ms. Moen. Even if an application was tainted by favoritism at an earlier level, the independence of this body should cure the defect. I conclude that with the one exception noted above, Ms. Moen's position in the Planning and Community Development department of the City does not create an actual or potential conflict of interest sufficient to deny her husband's applicati'on for rental rehabilitation funds. CITY CrwC ' OWA C fY WASHINGTON ST IOWA Cfi'Y OWA 52240356-5GCO November 2, 1987 Ms. Marianne Milkman Dept. of Planning and Program Development City of Iowa City 410 E. Washington St. Iowa City, IA 52240 Re: Rental Rehabilitation Loan Application - 914 Iowa Avenue - Frank Wagner and Marc Moen Dear Ms. Milkman: You have asked for our opinion with respect to application of State and local conflict-of-interest laws or regulations to the following situation: You have informed me that Frank Wagner and Marc Moen have jointly pur- chased a duplex property at 914 Iowa Avenue in Iowa City. That property was constructed some time prior to 1940. The purchasers have applied to the City for a rental rehabilitation loan on the property. Mr. Wagner's wife, Barbara, serves as a member of the City's Historic Preservation Commission, and Mr. Moen's wife, Monica, is employed in the City's Department of Planning and Program Development. However, her work does not involve the rental rehabilitation program. Neither of the wives has a direct ownership interest in the building. You have also informed me that, as part of the application process, rental rehabilitation loan applications involving structures built before 1940 are referred to the Historic Preservation Commission for review of the proposed exterior work. The Commission then advises the State Historic Preservation Office (SHPO) whether or not it finds the proposed exterior rehabilitation work is in keeping with the historic nature of the property and/or district in which it is located. The Co~ission's function is merely advisory. SHPO then determines whether or not the proposed work is or is not appropriate. It is my understanding that Mrs. Wagner abstained from Commission deliberations regarding the property at 914 Iowa Avenue, after publicly disclosing her husband's ownership interest in the proper- ty. Iowa Code {1987) Section 362.5 is the general conflict-of-interest provision applicable to city officers and employees. lhat section Harianne Milkman November 2, 1987 Page 2 provides, among other things, that no city officer or employee shall have an interest, direct or indirect, in any contract or agreement with his or her city. The purpose of such provisions is to protect the public from officials who would profit personally from their place of advantage in government. Leffingwell v. Lake City, 257 Iowa 1022, 135 N.W.2d 536 (1965). Because the Historic Preservation Commission is empowered to act on applications for certificates of appropriateness with respect to exterior modifications of properties located tn historic districts, the Commission city, members are officers now exercises a portion of the power of the so within the meaning of Code chapter 362, specifically Section 362.2(8). Mrs. Moen, as an employee, and Mrs. Wagner, as a City officer, would not be allowed to enter into rental rehabilitation agreements with the City, since that would be a direc% interest in a contract. However, neither Mrs. Moen nor Mrs. Wagner is an owner of the property, nor will either sign the loan agreement, they have no direct interest in a city contract. lherefore, the question is whether either of them has an indirect interest in the rental rehabilitation loan agreement or contract with the City. That is, does the marital relationship create an indirect interest in the contracts of one's spouse? There are no Iowa cases on this issue. However, the general rule appears to be that the husband-wife relationship does not create a disqualifying interest for purposes of conflict-of-interest statutes. 63A Am. Jur.2d, Public Officers and EmDlovees, Sec. 341. That general rule has been the position of the Iowa Attorney General in opinions issued with respect to the Code section in question. Op. A.G. 3-23-66; Op. A.G. 4-20-76. Based upon the foregoing, it is our opinion that the proposed transaction does not violate Iowa Code (1987) Section 362.5. One other Code provision appears to apply to this transaction, namely Code Sec. 403A.22. That section provides, in part, that - "No public official or employee of a municipality or board or commission thereof. · · shall voluntarily acquire any personal interest, as hereinafter defined, in any municipal housing project, or in any property included or planned to be included in any munici- pal housing project of such municipality, or in any contract or proposed contract in connection with such municipal housing project. That section also provides that, where the acquisition is not voluntary, the interest is to be immediately disclosed and the official or employee shall not participate in any action affecting the property. The term Marianne Hilkman November 2, 1987 Page 3 "action" does not include advisory resolutions. Code Sec.403A.22(6). The first question under that section is whether the rental rehabilitation project is a "municipal housing project". We read the definition of "municipal housing project" (Sec. 403A.2(g)) broadly to include any project or undertaking whereby decent, safe and sanitary housing may be made available to low-, lower-, or very low-income families in the community. City regulations provide that property benefitting from rental rehabilitation loans be made available to persons participating in City Public Housing programs, so this undertaking would appear to be a munici~ pal housing project. The next question then is whether the husband-wife relationship creates a personal interest in the property. On this question, the Attorney General has opined (Op. A.G. 78-11-16) that, under Iowa law, one spouse has an interest, albeit indirect, in property owned by the other spouse, but that if the interest is disclosed, and the official does not participate in any action affecting the property, the potential conflict is neutralized and does not offend under Code Section 403A.22. Since it is our understanding that Mrs. Wagner did, in fact, disclose the interest in the property in question, and that she did not participate in the Commission deliberations concerning the property, her interest is not disqualifying under Code Sec. 403A.22. In summary, it is our opinion that the proposed transaction does not violate any State or local regulation dealing with conflicts-of-interest. Sincerely, Richard J. B6yle First Assistant City Attorney bc5 MEMORANDUM Date: April 18, 1985 To: From: Re: Cathy Eisenhofer, Purchasing Agent Richard J. Boyle, First Assistant City Attorney Possible Conflict of Interest (McDonald) My memorandum dated April 9, 1985, you have posed a question involving City dealings with a company which employs a sibling of a City Councilmember. Specifically, Wallace Computer Services {Wallace), a corporation engaged in the business of selling business forms and other paper goods, employs Randall J. McDonald as a sales representative. Randall McDonald is a brother of John McDonald, the City's Mayor. I am informed that Randall McDonald is not an officer of Wallace, nor does he own any of its capital stock. I am further informed that Mayor McDonald is also not a shareholder of the corporation, nor is he an officer or employee of the corporation. Wallace has asked to be placed on the City's list of bidders for the types of goods it sells. The company's application Shows that Randall McDonald is a person authorized to sign bids and quotations on the corporation's behalf. Further, this week the City intends to seek bids on approximately $5,000 worth of data mailers, and Wallace wishes to submit a bid. QUESTION PRESENTED Will there be a conflict of interest if the City deals with Wallace while it employs the Mayor's brother? CONCLUSION No disqualifying conflict of interest arises from the mere fact of family re- lationship. DISCUSSION The City has no ordinances, resolutions or policies dealing with conflicts of interest in contracting for goods or services, so reliance must be based upon Iowa Code (1983) Section 362.5, which provides, in part, as follows: "A city officer or employee shall not have an interest, direct or indi- rect, in any contract or job of work or material or the profits thereof or services to be furnished or performed for the officer's or employee's city. A contract entered into in violation of this section is void. The provisions of this section shall not apply to: 2 9. A contract with a corporation in which a city officer or employee has an interest by reason of stockholdings when less than five percent of the outstanding stock of the corporation ~ owned or cont?lle? directly or indirectly by the officer or employee the spouse or Immediate family of such officer or employee." The subsection 9 exception does not apply here because the possible disquali- fying interest is the relationship between the McDonalds, not an ownership interest in Wallace. The key words in Section 362.5 are "interest, direct or indirect, in any contract". Note first that the person whose activities are reviewed is the city officer or employee. Based upon the information ! have, there is no direct interest involved since the Mayor does not own any stock in Wallace, nor would he pro~it personally from a contract. The question then becomes whether the family relationship constitutes an indirect interest. !n 63A Am. Juro 2d, Publi? Offi?r? and EmployeeS, sec. 341, it is said that "relationship is not a disqualifying interest within a statute making it unlawful for an officer to be interested in a public contract". In a 1966 pinion (Op. Atty. Gen., Marc~3, 1966) th? Iowa Attorney General' 0 ' discussed a similar problem and noted t,~(~cases stating that mere relation- ship does not give rise to an interest within the meaning of conflict of interest statutes. The Attorney General opined that a wife-alderwoman had no relationship constituting an indirect interest within the meaning of the Code where she had no legal interest in an automobile dealership of which her husband was a manager and principal stockholder and which dealership sold and repaired automobiles on competitive bids to the city. (The Sec. 362.5(9) exception appears to have been added as a result of this opinion.) In a 1972 opinion (Op. Arty. Gen., #72-12-13) no conflict of interest was found for a husband-councilman where the wife was a director and part-time employee of a non-profit corporation that wished to make a competitive bid on city urban renewal property. In an opinion dated May 16, 1973 {Op. Arty. Gen., #73-5o11) the Attorney General opined that there is no conflict of interest where the husband was the City Clerk and the wife wished to submit an open, competitive bid on city property. More recently, in a 1976 opinion (Op. Atty. Gert., #76-4-10) the Attorney General opined that a contract with a city is void if it is with a company, and a councilmember's spouse owns more than five percent of the stock, and the spouse's remuneration will be directly affected by the contract. The exception found in Code Section 364.5{g) would not apply in that case° While these opinions are not easily reconciled, it does seem clear that the mere fact that a family relationship is involved does not create a conflict of interest within the meaning of Code Section 364.5. Since the instant matter involves only the family relationship, not a financial interest, the statute does not apply. tp2/12 City of Iowa City MEMORANDUM Date: To: From: Re. May 9, 1984 Monica Bieri, Controller ~.~ ~ Robert Jansen, City Attorney ~ ~-~' You have requested a formal opinion regarding whether a conflict of interest situation may exist where a company which is bidding to perform audit services for the City employs a non-professional whose wife is an accountant employed by the City. It is our understanding that the City employee will be directly involved in preparing work papers for the audit and has already participated in the evaluation of the several bid proposals although she will not be involved in the process of selecting the winning bidder. The city accountant owns no financial or legal interest in the subject company. It is our further understanding that her husband is an office manager on a salary basis for the bidding company and that he would not be involved in conducting the audit. Section 362.5, Code of Iowa, provides that no city officer or employee shall have an interest, direct or indirect, in any contract, jobs work, or services performed for the municipality. There are ten exceptions to this rule, one of which excepts contracts with a firm or corporation where the City em- ployee's interest is solely by reason of employment or stock interest less than five percent, if made by competitive bidding that is publicly invited and open. Section 363.5(5). We are of the opinion that a conflict of interest would not exist here based upon the above-described fact situation. A husband-wife relationship does not constitute a conflict of interest where the City employee has no finan- cial interest in her spouse's company and her spouse's remuneration of employment from the bidding company will not be directly affected as a result of the contract. This opinion is consistent with opinions from the office of the Attorney General of Iowa regarding this subject matter. (See attached.) cc: Neal Berlin, City Manager bj3/6 An Official Opin~o~' Fzom the Office of RICHAI~D C. TURNEIL Attozne¥ General of Iowa May 16. 1973 CITIES AND TOWNS: Conflict of Interest -- §368A.22, Code ~.f Iowa, 1973. A mere husband and wife reletionship does not constitute a con- flict of interest where the husband is city clerk and the wife wishes to bid on city property, which bids are competitive, public and open. (Blumberg to Harvey. State Representative, 5/16/?3) #73.5.11 Ilovo,'oble LaVe~ n R. lla,'~,e~..State R*'presc~ttative: We are in receipt of your opinion request of blay 9, 1973, regarding a conflict of in.rest prohlem. You s~cifically asked: "Is it a confhct of interest as defined by Iowa Code Section 368A.22 for the x¥1fe of a City Clerk to submit a bid for the purchase of ~ resi- dentrol l,~t owaed by the City where the City has determined it has no need for the lot and bas put ~t up for sale pursuant to compettti~ hid?" Section 3~8A.2212) provides that no municipal officer or employee shall have an ,nterest. direct or iodirect. i~t any co~tract, job, work or services for the municipality. There are te~t exceptiones to this general rule inclad- ing contracts made hy municipalities of less than three thousand popu- lation .pun comp~.tith'c biddb~g ~hat is p.h/icl~ invited aml opeu: and, contract~ with a firm or eorporat~ot~ where the city employee's interest is solely by reason of emoloyment or stock in.rest less than five per- cent, if made upon c~q~elitwc biddi.~ that is p~bliclU i~ted nnd ope.. In two previou~ opinion~ we have discussed the husl~and.wife relationship with ~espect to ~cction 3~A.22. In an opini-n f,,uml in 1966 O.A.G. 38, we held that a wife.alderman, who owned no p,~rt or had no legal interest in an automobile dealership of which he~ btls1~and was manager and principal srockholder, which dealership did ~¥ork for the cry up,,n com- petitive b~ds, had no relationship constituting a direct m' redirect in~rest barred hy s~tion 368A.22. In a more recent opinion, January 20, 1972, ~ held that a husbaad~otmcih~mn who had no legal interest in a non-profit corporation of which his wife wa~ a director sad employee, had no coeflict of interest ~hen that non-profit corporation made a competitive bid on city re'ban renewal property. Copies of ~th opinions are enclosed. The reasoning of the prior opinion~ is applicable her~ If the only in.rest levelred is the husband-wife relationship. the rulings of the prior opinions control. However. if the interest is more than that of husband and wife, a different result may ensue. Accordingly. we are of the opinion that a mere husband-wife relationship would not constitute a ~nflict of interest tn your fact situation where the bidding is cornperi. tire, public and open. City of Iowa City MEMORANDUM Date: January 11, 1995 To: City Council From: David Schoon, Economic Development Coo;dinato]~'~ Re: Economic Development Ad Hoc Committee Attached is a list of the community members that have agreed to serve on the Economic Development Ad Hoc Committee. The first meeting of the committee is being scheduled for the week of February 5. As the facilitator of the group, I will keep you apprised of the committee's progress. If you have any questions or comments regarding the committee's activities, please call me st 356-5236. Econor~ic Develoament Ad Hoc Committee Members Jeff Cox 112 $. Dodge Street Iowa City, IA 52240 John Buchanan 301 WooIf Avenue Iowa City, IA 52246 Tom Bullington 127 S. Westminster St Iowa City, IA 52245 Pain Ehrhardt 1029 E. Court Iowa City, IA 52240 Bob Elliot 1108 Dover Street Iowa City, IA 52240 William Gerhard 1109 Prairie Du Chien Rd Iowa City, IA 52245 Carolyn Gross 820 Kirkwood Avenue Iowa City, IA 52240 Kathryn Kurth 55 Gleason Dr. Iowa City, IA 52240 Vicki Lensing 2408 Mayfield Rd Iowa City, IA 52245 Derek Maurer 328 $. Governor Iowa City, IA 52240 Bob Sierk 2043 Glendale Rd Iowa City, IA 52245 George Starr 830 E. Davenport Iowa City, IA 52245 Cheryl Whitney 325 Ferson Ave. Iowa City, IA 52246 Also mailed to Near Southside first floor business owners. January 9, 1996 CITY OF I0 WA CITY Dear Downtown and/or Near Southside Property Owner: The Iowa City Design Review Committee invites all downtown and/or Near Southside property end business owners to attend a public forum to discuss the benefits of establishing a design review process for downtown Iowa City and the Near Southside Neighborhood. The public forum will be held on Tuesday, January 23, 1996, at 1:00 p.m. in Room A of the Iowa City Public Library. We hope this is a convenient time for your schedule and you will plan to at&end. The forum will begin with a brief slide presentation on what design review is and a summary of the proposed design review overlay zone ordinance. Enclosed you will find two brochures that briefly provide information regarding these two topics. We suggest reading the brochure entitled "What is Design Review?" first followed by the brochure entitled "Proposed Design Review Overlay Zone Ordinance". If you have any questions regarding the forum or the enclosed brochures, please contact me at 354-9440 or David Schoon, Iowa City Planning Department, 356-5236. The Committee looks forward to meeting with you on January 23 to discuss the need for a comprehensive design review process for downtown Iowa City. Sincerely, Clara Swan Design Review Committee eric. cc: City Council Design Review Committee Community members participate in the design review process by volunteering tn serve on the Design Review Committee for three years. The Committee consists of design professionals and citizens with varied backgrounds. The Committee uses a set of design guidelines when reviewing the design of development projects. The guidelines are based on principles which include scale. materials. color, and texture. These guidelines. not individual taste of Committee members, guide the review process. o Beginning with Urban Renewal the Iowa City community has made an effort to participate in the design of the central downtown district. in 1974,, the City established the Design Review Committee to assist the City Council in reviewing the design of urban renewal parcels and improvements in public areas. With the recent adoption of the urban revitalization plans for the Near Southside Neighborhood, the Design Review Committee will continue I". '7. '"..'~. : ':. '-" "' ' ' :" ." ' ' · '..' '~ W:JqA~'.l'S- T-'NE " · '.... ".i':':h.i'S: T.O: 'RY', i.' .o:F'.D k_ ~:i::G'bf. i~, ~- V 1 E ':~)' i'N '-" .': I, l.' WA "' .....' " · ..C.I TY.'$ D'O.W N.TO w N.? to play a key role in downtown development. Developers applying for property tax abatement must have their plans reviewed by the Design Review Committee and approved by the City Council. The community has successfully moved toward achieving some of its goals for the downtown by enabling the Design Review Committee to assist in the process. Changes continue to occur. however. that do not meet the community's design goals. l'br this reason the Design Review Committee proposes a design review process fox' all property in the downtown area and the Near Southside Neighborhood. The details of this process are summarized in the brochure "Proposed Design Review Overlay Zone Ordinance." o DESIGN REVIEW COMMITTEE MEMBERS JULY 1, 1995 - JUNe 1, 1996 NANCY FOOTN E R LAURA A, HAWKS MARTIN HAYNES KARYL LARSON GARY NAGLE WILLIA~ NOWYSZ PHILIP REISETTER RANDY ROHOVIT CLARA SWAN 338-2674 338-3867 339-1282 358-8224 351-0000 337"9934 338-2363 351-0182 338-5352 O aest I, )r ried Beginning with Urban Renewal the Iowa City community has made an effort to participate in the design of the central downtown district. In 1974, the City established the Design Review Committee to assist the City Council in reviewing the design of urban renewal parcels and improvements in public areas. With the recent adoption of the urban revitalization plans for the Near Southside Neighborhood. the Design Review Committee will continue to play a key role in downtown development. Developers applying for property tax abatement must have their plans reviewed by the Design Review Committee and approved by the City Council. The community has successfully moved toward achieving some of its goals for the downtown by enabling the Design Review Committee to assist in the process. Changes continue to occur. however. that do not meet the community's design goals. ?br this reason the Design Review Committee proposes a design review process for all property in the downtown area and the Near Southside Neighborhood. The details of this process are summarized in the brochure "Proposed Design Review Overlay Zone Ordinance." ~ DESIGN JULY 1, REVIEW COMMITTEE MEMBERS 1995 - JUNE 1, 1 NANCY FOOTNER LAURA A. HAWKS MARTIN HAYNES KARYL LARSON GARY NAGLE WILLIAM NOWYSZ PHILIP REISETTER RANDY CLARA SWAN 338-2674 338-3867 339-1282 358-8224 35~-0000 337-9934 338-2363 351-0~82 338-5352 INFORMATIONAL BROCHURE .'V: ii:E'W? Design review is a process in which citizens have an opportunity to review the aesthetic changes in downtown Iowa City. These changes affect buildings and their facades, !he streetscape, and public spaces. To ;;!NHANCE THE EXISTIN; CHARACT;:R OF' IOWA CI~TY'$ DOWNTOWN rI~his unique place we call Iowa City is symbolized by its'downtown, which is a product of the natural environment, the people who have built there, and time. When one visualizes Iowa Gity one ofteu sees downtown in conjunction with the University of Iowa campus. Through the yeats, it is here where people have come together. The downtown consists of a wide variety of styles of architecture and special streetscape features. Its composition blends the architecture of historical buildings with those of more modern designs. Buildings which have no relationship to downtown Iowa City, its setting, people, or past, ca n disrupt the harmony of downtown.. TO PROI~OTE THE DEVELOPM ~"NT OF DIVERSITY AND AREAS OF SPECIAL CHARACTER W;THIN THE DOWNTOWN ~owa Cit~ is a rich bleM o[ peo~]e, activi- ties aM places. From la~e s~le facilities such as Old ~pito] Mall to s~11er indivi- dual s~[roa~ that line ~e ~des~ian mall, downtown Iowa City promotes diversity ~'.C in the design and uses of those structures. The downtown provides a place for retail and ~',~. office activity, dining and entertainment. recreation and learning, and housing. TO PROVIDE FOR A PLEASANT~ ]:~11CH AND DIVERSE PEDESTRIAN E~PERIENC~ Creating an interesting and diverse pedestrian experience requires connecting the activities occurring within buildings to adjacent public spaces. This interconnec- t. ion draws people downtown. People are attracted downtown because they can shop at retail stores. work in office buildings. eat and drink at restaurants. and relax and gather as a community in parks and public spaces. The true experience of downtown is human activity. Thoughtful design of public 1 Dow~ AND The do' and hum While F downtow culture. built em our hum of the ar stimulat, Given that the design of downtown buildings '4 spaces and streetscapes provides a and their functions constantly change. de- stimulating gathering place to shop. meet, sign guidelines a,e needed to preserve the and eat. uniqueness that characterizes downtown Iowa, ---] ely. [' -~ I% * % ~' ' - . ~ THE: ~CTER O~ INNTOWN )wa City is , which is a ~nment, the and time. ty one often n with the I'hrough the ~'ide variety of ~cial streetscape ads the Idings with s. Buildings ) downtown or past, caa ~town.. To PROMOTE THe: DEVELOPMENT " DiVERSiTY AND ARE:AS OF SPECIAL CHARACTER .: WBTHIN THE DOWNTOWN Iowa City is a rich blend of people. activi- ties and places. From large scale facilities .: such as Old Capitol Mall to smaller indivi- dual storefronts that line the pedestrian ..,, mall. downtown Iowa City promotes diversity..-,: in the design and uses of those structures. - The downtown provides a place for retail and ','~. office activity dining and entertainment recreation and learning. and housing. :' Given that the design of downtown buildings and their functions constantly change. de- sign guidelines are needed to preserve the uniqueness that characterizes downtown Iowa City. ' / "/ ' ' Tf ' ' TO PROVIDE FOR A PLEASANT, I~!CH .I~ND DIVERSE PEDESTRIAN EXPERIENCE To HUMANIZE THE DOWNTOWN BY PROMOTING THE ARTS AND DESIGN EXCELLENCE: Creating an interesting and diverse pedestrian experience requires connecting the activities occurring within buildings to adjacent public spaces. This interconnec- tion draws people downtown. People are attracted downtown because they can shop at retail stores, work in office buildings, eat and drink at restaurants. and relax and gather as a community in parks and public spaces. The true experience of downtown is human activity. Thoughtful design of public spaces and streetscapes provides a stimulating gathering place to shop, meet. and eat. The downtown provides a rich, exciting and human setting for urban activities. While primarily a center for commerce. downtown is also a center for arts and culture. Incorporating works of art into the built environment keeps us in touch with our humanity. Along with the architecture of the area, art in public spaces can stimulate our intellect and satisfy our The proposed Design Review Overlay Zone (ODR) Ordinance would allow the City Council to establish design review districts in the central business district and the Near Southside Neighbor- hood. The proposed ordinance would not apply to areas of the city consisting of single-family homes. The proposed ODR Ordinance outlines the procedures for designating a design review overlay district, the application process for design review approval, and the application submittal requirements. p~iadmin\drc2 bre Des 0 Iowa City D~ 410 E. Wash! Iowa City, I~ Tel: (319) 35 FAX: (319) 3 THE AR~A FOR DESIGNATION p?~m~n\dr¢2.brc olNFORMAT[ONAL. E3ROCHUREO Proposed Design Review Overlay Zone Ordinance Iowa City Design Review Committee 410 E. Washington Street Iowa City, IA 52240 Tel: (319) ~556-5256 FAX: (}19) 3f>6-5009 August 1, 1995 DESIGNATION OF DESIGN REVIEW OVERLAY DISTRICTS The process of designating a specific design review district begins with the Design Review Committee preparing a report on the proposed design review district which: 1. describes the existing characteristic or the desired characteristics of the proposed design review district; 2. describes boundaries of the district; $. identifies, quantifies and characterizes the prevalence of existing architectural featu~s or the creation of defining architectural fea- tures; and 4. defines the design guidelines to be used m the review of projects. The Planning and Zoning Commission, prop- erty owners in the proposed district, and the general pubhc are involved in this process of designating a district. The officmI designation of a district would occur when City Council adopts an ordinance designating the district. APPLICATION APPROVAL PROCESS The design review process is separate from the building permit approval process. The design review process consists of two certificates. ¢e~iflc~tes of No M~te~ial Effect would be issued by the Building Official for an exterior change in appearance to a building or site, which requires a building or sign permit and consists of ordinary maintenance or repair that does not involve changes in the exterior architecture and general design. Ce~ti~cate$ of Appropriateness would be issued by the Design Review Committee documenting approval of a proposal to make an exterior change in appearance to a building or site, which requires a building or sign permit and consists of changes in the exterior architecture and general design. The Commircee's decision will be based on a set of design guidelines for the specific district in which the development project is located. The Committee's decision must be made within 21 days of the application's submission. If an applicant does not agree with the Committee's decision, the applicant has the abiliw to appeal to the Board of Applicants. CERTIFICATE OF APPROPRIATENESS SUBMITTAL REQUIREMENTS Depending upon the type of change or alteration, an application for a certificate of appropriateness would include a combination of the following documents: · Site Plan · Site and Neighboring Environment Photographs · Landscaping Plan · Building Elevations -Sectional Drawings · Signage Plan o Lighting Plan DE COMI The review all p appropriate ordinance. twice a mot which 2 wo be either de in the build members of design of a based on th district in w guidelines which inclu, texture. Th, would guid~ F r the s the ~dture$ ~I fe~- ~roI> the ~ation APPLICATION APPROVAL PROCESS The design review process is separate from the building permit approval process. The design review process consists of two certificates. Certi.,Ftcates of No Mate-~aJ £.~ect would be issued by the Building Official for an exterior change in appearance to a building or site, which requires a building or sign permit and consists of ordinary maintenance or repair that does not involve changes in the exterior architecture and general design. Certi4~cates of Appropriater~ess would be issued by the Design Review Comrmttee documenting approval of a proposal to make an exterior change in appearance to a building or site, which requires a building or sign permit and consists of changes in the exterior architecture and general design. The Committee's decision will be based on a set of design g~idelines for the specific district in which the deveIopment project is located. The Committee's decision must be made within 21 day's of the application's submission. If an applicant does not agree with the Corrumttee's decision, the applicant has the ability to appeal to the Board of Applicants. CERTIFICATE Of APPROPRIATENESS S U BM ITTAL REQUIREMENTS Depending upon the type of change or alteration, an application for a certificate of appropriateness would include a combination of the following documents: · Site Plan · Site and Neighboring Environment Photographs · Landscaping Plan · Building Elevations -Sectional Drawings · Signage Plan Lighting Plan DESIGN REVIEW COMMITTEE AND ITS GUIDELINES The Desig~ Review Co~,i~,~ttee (DRC) would review all projects requiring a certificate of appropriateness under the proposed ODR ordinance. As proposed, the DRC would meet twice a month and consist of 7 members, of which 2 would be licensed architects; 3 would be either design professionals and/or involved in the building trades; and 2 would be at-large members of the community. The des'~gn gu/.de//ne$ used to review the design of a development project would be based on the characteristics of the specific district in which the project is located. The guidelines would be based on principles which include scale, materials, color, and texture. These guidelines, not individual taste, would guide the review process. City of Iowa City MEMORANDUM Date: To: From: Re: January 9, 1996 Steve Atkins, City Manager Ron Boose, Senior Building Inspector Construction Activities for 1995 New housing starts decreased throughout the state in 1995 and Iowa City was no exception. According'to figures from the Iowa Department of Economic Development, the total value of new housing starts (single-family and multi-family) issued through November was down 9% from 1994 for the entire state, and down 35% for Iowa City. Most cities which had experienced large growth for the past few years suffered from decreases similar to Iowa City's. For example, Ankeny is down 33%, Cedar Falls down 45%, Coralville down 20%, Des Moines down 13%, Marion down 26%, and Urbandale down 33%. Other cities such as Ames, Cedar Rapids, Dubuque, and West Des Moines were able to maintain a rate of growth close to that of 1994. Large increases in activity were experienced in Council Bluffs, Fort Dodge, and Waterloo. The number of housing units constructed break down as follows: Single-family houses Multi-family units 1994 1995 % change 206 149 -28 335 166 -50 To get more of a long-range perspective on these numbers it is helpful to compare some averages. 10-year % change 5-year % change average for 1995 average for 1995 Single-family dwellings 143 +4% 184 -19% Multi-family units 176 ~% 245 -32% The number of building permits processed is also down but not as dramatically. As is usually the case when new construction slows down, remodeling and additions tend to pick up. Total permits include residential new construction, remodeling, and repairs as well as non-residential new construction, remodeling, and repairs. Total building permits 1994 1995 % change 798 664 -17% 2 However, because many of these permits are for remodeling projects and the amount of non- residential construction is also down, the total value of building permits is down substantially. Total value of all construction 1994 1995 % change $70,756,090 $44,834,661 -37% To'- I0~ CNY CL£Rg From ~o hogarty Don Sehr, Chairporson Joc Bolk~om Charlos D. Duffy Stophen P. Lacina Sally Stutsman BOARD OF SUPERVISORS January 11, 1996 FORMAL MEETING 1. Call to order 9:00 a.m. Agenda 2. Action re: claims 3. Action re: formal minutes of January 2nd and January 4th. Action re: payroll authorizations 9:00 a.m. - Public Hearing for Road Vacation 03-95. All that portion of the platted alley whose fight-of-way lies West of Lots 7 and 8 in Block 7, #1 in the Plat of Moffordsville as said plat is recorded in Deed Record 13, Page 22. 6. Business fi~om the Zoning Administrator. a) Motion setting public hearing. b) Other 913 SOLITH DUBUQUE ST. P.O. BOX 1350 IOWACITY, IOWA 5224a-1350 TEL: (319) 356-6000 FAX: (319) 356-60861[~3~.~ To: IO~ CITY CLERK From: jo booarty 1-18-98 8:4~am p. 3 of 8 Agenda 1-11-96 Page 2 7. 9:30 a.m. - Public Hearing for Conditional Use Permit. Application CU9503 of Karen Hanis, Iowa City, reque'ffmg ~ Conditional Use Permit to operate a Home Business as provided in Chapter 8:1.34, Conditional Use Perufits. The property to be considered is described as being in the SW 1/4 of the. SW 1/4 of Section 3; Township 78 North; Range 6 West of the 5th P.M. in Johnson County, Iowa (The property is located on the east side of Oak Crest Hill Road 8E, approximately 1/4 of a mile north of its intersection with 480th Street $E in Liberty Twp.). 8. 9:30 a.m. - Public Hearing on Zoning and Platting Applications: a) First and Second consideration of the following Zoning applications: Application Z9548 of Harold J. Fiala, Solon, requesting rezoning of 1.99 acres ~om AI Rural to RS Suburban Residential of certain property described as being in the SW 1/4 of the NW 1/4 of Section 6; Township 81 North; Range 5 West of the 5th P.M. in Johnson County, Iowa (This property is located on the north side of 110th Street NE, approximately 1.0 mile east of Highway #1 in Cedar Application Z9549 of Kurt and Lisa Neared, Swisher, requesting rezoning of 3.0 acres from A1 Rural to CI Commercial of certain property described as being in the SE I/4 of the NW 1/4 of Section 8; Township 81 North; Range 7 West of the 5th P.M. in Johnson County, Iowa O'his property is located on the east side of Oak Avenue SE, approximately 3/8 of a mile south of Division Street in Swisher, Iowa in Jefferson Twp.). Agenda 1-11-96 Page Application Z9550 of River Products Company, Iowa City, signed by Thomas Scott, General Manager, requesting rezoning of 19.25 acres from A1 Rural to M2 Heavy Industrial of certain property described as the Klein Quarry in the NE 1/4 of Section 2; Township 79 North; Range 7 West of the 5th P.M. in Johnson County, Iowa (This property is located on the west side of Deer Creek Road SW, approximately 1/4 of a mile south of its intersection with Iowa Highway #6 in Clear Creek Twp.). b) Discussion/action re: the following Platting applications: Application 89584 of Richard Hmby, signed by Tom Anthony of Landmark Surveying and Eng'meering, requesting preliminary and final plat approval of Hmby's Second Addition, a subdivision described as being located in the N-W 1/4 of the NE 1/4 of Section 8; Township 80 North; Range 7 West of the 5th P.M. in Johnson County, Iowa (This is a 1-lot, 1.168 acre, agricultural subdivision, located on the south side of 240th Street N-W, 0.2 of a mile east of Half Moon Avenue NW in Madison Twp.). Application S9585 of Dean Phinney requesting preliminary and final plat approval of Twin Hills Addition ( A Resubdivision of Lot 5 of Twin Ponds 3rd Addition), a subdivision described as being located in the South 1/2 of the NW 1/4 of Section 2; Township 79 North; Range 7 West of the 5th P.M. in Johnson County, Iowa (This is a 1-lot with one outlot, 25.54 acre, residential subdivision, located on the east side of Kansas Avenue SW, 1/2 mile north of 355th Street SW in Clear Creek Twp.). Application S9586 of Gerald P. Lipsius requesting preliminary and final plat approval of Lipsius First Subdivision, a subdivision described as being located in the NW 1/4 of Section 27; Township 80 North; Range 8 West of the 5th P.M. in Johnson County, Iowa (This is a 2-1or, 39.79 acre, residential subdivision, located on the north side of 310th Street NW, 1/2 mile west of Eagle Avenue. NW in Oxford Twp.). ~': ~_ To: ~0'~ crl~ CLERI( Agenda 1-11-96 Page 4 Application S9587 of Rich & Michelle Lindemann, signed by Michelle Lindemann, requesting preliminary and final plat approval of Lindemann First Subdivision, a subdivision described as being located in the SW 1/4 of the NW 1/4 of Section 7; Township 81 North; Range 7 West of the 5th P.M. in Johnson County, Iowa (This is a 2-lot, 4.49 acre, residential subdivision, located on the west side Greencastle Avenue NW, approximately 1/4 of a mile south of 120th Street NW in Jefferson Twp.). Application S9589 of James D. Stable requesting preliminary and final plat approval of Stahle's First Subdivision, a subdivision described as being located m the NW 1/4 of the NW 1/4 of Section 30; Township 81 North; Range 5 West of the 5th P.M. in Johnson County, Iowa (This is a 1-lot, 3.00 acre, residential subdivision, located on the south side of 180th Street NE, approximately 1/4 of a mile east of Highway #1 NE in Cedar Twp.). Application 89590 of Anna R. Petersen Estate, signed by Evelyn A. Maher, executor, requesting preliminary and final plat approval of Maher Subdivision, a subdivision described as being located in the North 1/2 of the NE 1/4 of Section 33; Township 80 North; Range 5 West of the 5th P.M. in Johnson County, Iowa (this is a ~4~t, 10.08 acre, farmstead split, located on the west side of Wapsi Avenue NE, 3/4 of a mile north of its intersection with Fairview Cemetery Road NE in Graham Twp.). 9. Business from the County Auditor. 10. Action re: permits b) Action re:reports er :- Business from the County Attorney. a) b) Discussion/action re: agreement with Lone Tree Reporter settling county's $7,968.17 claim for $4,434.09. Report re: other items. To: ]0~ CITY CLERI( Fro-: jo hogarty 1-16--96 8:49aa p. 6 oF 8 Agenda 1-11-96 Pa~e 5 11. Business from the Board of Supervisors. a) Action re: letter of support for Mid-Eastern Iowa Community Mental Health Centers for (PATH) Projects for Assistance in Transition from Homelesshess. b) Discussion/action re: approval of belated homestead tax credit claims signed between July 1, 1995 and December 31, 1995 as recommended by City Assessor, Dan Hudson. c) Discussion/action re: approval of belated homestead tax credit claims signed between July 1, 1995 and December 31, 1995 as recommended by County Assessor, Jerry Musser. d) Other 12. Adjourn to informal meefin~ a) Inquiries and reports from the public. b) Reports and inquiries from the members of the Board of Supervisors. Report from the County Attorney. d) Other 13. Adjournment. City of iowa City MEMORANDUM Date: January 8, 1996 To: City Council From: City Manager Re: 1995 The following represents a summary of major Council activity for 1995: The Longfellow area storm sewer and sanitary sewer reconstruction project was concluded. The project, at a cost of $600,000, involved over 1,400 feet of sanitary sewer and 2,100 feet of storm sewer. This project was intended to relieve many of the sanitary and stormwater collection problems in the Longfellow neighborhood. A similar project for the High Street/Fairview area was also initiated. That project had a cost of $300,000. The Council formally accepted the final work on the Whispering Meadows wetland park. This was one of our more unique recreational areas. The subdivision and the wetland were closely tied and created a unique recreational environment for both the neighborhood and the community, as well as managing stormwater for the area. The City secured a vacant lot at 1109 Fifth Avenue and through the efforts of our Community Development Division were able to construct and have sold to a low income family a new home at that site. The securing of such in-fill housing sites has been most difficult. The Senior Center received a major waterproofing/masonry restoration treatment. Due to the age of the building, water was penetrating at many points and causing both external and internal damage. The $100,000 project was completed in 1995. The City concluded the purchase of the Peninsula property, approximately 208 acres located immediately west and south of the Elks Country Club. The purchase price was $2 million. This project was financed by way of a federal community develop- ment/floodplain retention grant of $700,000 and the remaining $1.3 million from the City's 2 general fund reserves. The pumhase of the sits provided for the preservation of 100 acres in the floodplain and will serve as a potential source of water for our upcoming water project. A development plan is being proposed for the upper portion of the Peninsula final dlsposition/sale of the site. Following a recommendation by the Mayor's Youth Employment Board of Directors, this youth employment program was formally separated from the City. They now have greater latitude in seeking funds for their operations. Previously, as an extension of a local government, they were restricted in many of their fundraising initiatives. The split was mutual and both parties agreed it was in everyone's respective interests. The City Council awarded a proposal for the construction of tattletale chains along Iowa Avenue. With the frequency of vehicles rum;ing into the Iowa Avenue railroad bddge, this is believed to be at least one effort at warning drivers. This project was approved, although installation will not occur until the spring of 1996. The City Council saw the creation of a new Housing and Community Development Commission, which is a combination of the Committee on Community Needs and the City Housing Commission. This new commission will provide recommendations on many of the activities formerly split between the two commissions. The Council awarded the construction of a $500,000 landfill leachate lift station construction project. This will provide for improved capacity to pump leachate from the landfill to our wastewater treatment plant. Thls helps reduce the environmental degradation that can occur due to landfill leachate. 10. The Council formally approved amendments to the Human Rights Ordinance. The amendments provide for the Commission to have authority to issue subpoenas and order discovery in cases alleging discrimination. A second amendment provides for language concerning a new protected class: gender identity. 11. The requirement by the federal Department of Housing and Urban Development to prepare a disposition plan was approved with respect to the sale of 18 three-bedroom units at 1926-1946 Broadway. HACAP has purchased this property through the use of CDBG monies, as well as other funds, and will provide transitional housing. The $750,000 will be directed to our Assisted Housing Program and replacement housing secured at a later date. 12. The City was notified that the federal HUD would provide $133,000 in additional funding to our Assisted Housing Program. These funds are for the improvement/maintenance of the City's public housing units. Known as the Comprehensive Improvements Assistance Program (CLAP), this successful grant application will be helpful in the maintenance of public housing units owned by the City's housing authority. 13. The City Council, in anticipation of the need to replace the Summit Street bridge over the Iowa Interstate Railroad, has directed that design services be initiated for this bridge reconstruction. Construction could begin as early as 1997. 14. The City Council approved the construction of a new landfill cell as well as providing for the final cover over an old landfill cell. This $1.2 million project was funded by landfill revenues. 15. Following the environmental assessment and extended debate, the City Council, by resolution, approved the design parameters for Melrose Avenue street and bridge reconstruction between Byington and the City of University Heights. The Federal Highway Administration must give final approval of the environmental assessment and release the funds for this project; however, they have been involved in all stages of design and their approval is expected. Construction may begin as early as next fiscal year. 16. Following public hearings and several years of negotiations, the City Council approved a new cable television agreement with TCI. This is a renewal of a non-exclusive TV franchise agreement and provides for funding for our cable TV/community programming operations, public access channel, as well as providing for a number of upgrades to the cable system. 4 17. Following the recommendations of a citizens' committee concerning proposals for a sensitive areas ordinance, the ordinance was adopted. This ordinance will provide for development regulation of environmentally sensitive areas such as wetlands, stream corridors, steep slopes, wooded areas, hydric soils, prairie remnants, and archaeological sites. This ordinance was reviewed by the Riverfront and Natural Areas Commission, the Planning and Zoning Commission, and finally, following public hearing with the City Council, was adopted. 18. A new joint agreement on communication and cooperation concerning the division of property taxes for industrial jobs and their related training responsibilities at Kirkwood Community College was approved. 19. The City Council awarded contracts for the construction of production well in the Jordan aquifer and silurian aquifers. This is part of the planned new water resources for the city. The Council also approved the renovation of pumping systems at the three 2-million gallon ground reservoir/booster stations in our community, This work will help improve the pressure and flow throughout the city's water distribution system. 20. In January monthly billing for all City utilities was approved. 21. The award of a $420,000 contract for continuing work along Dubuque Street/Terrell Mill park for the repair of public property and right-of-way as a result of the 1993 flood. This contract was funded approximately 80% by the Soil Conservation Service and the Federal Emergency Management Agency. 22. River Corridor Trail projects were initiated and funding secured from the Transportation Enhancement funds. The projects were reviewed and approved by JCCOG. The University shared in the design of the River Corridor Trail between the Iowa Memorial Union bridge and Iowa Avenue. The University will maintain the trail thereafter. 23. The Council authorized a bond issue in February 1995 for $8.2 million in General Obligation debt for a variety of water and wastewater projects. 5 24, The Council authorized the Airport Commission to proceed with the construction of a new ten-unit aircraft hangar. The $250,000 project cost will be financed from City reserves and repaid on a scheduled basis by the Airport Commission as a routine part of their annual budget, 25. At a special meeting in February, .the Council approved plans and specifications for the Whispering Meadows housing development, The City's Department of Housing & Inspection Services secured a $3+ million federal grant for the construction of 33 single- family housing units to be constructed in the Whispering Meadows area, Two local contractors, McComas-Lacina and Frantz Construction, were the successful bidders, 26. The Council initiated a refinancing of $2.5 million in Parking System Revenue Bonds. With the refinancing the City enjoyed a lower interest rate as well as a onetime savings of $150,000. 27, The Council established regulations for sidewalk cafes in the downtown. 28. The Charter Review Commission which was appointed in May 1994, prepared and submitted to the Council recommendations for the City Charter. A public hearing was held in February 1995 and no comment was received. The nine Commission members were thanked by the Council for their work effort and the Charter Ordinance was approved as recommended. 29. A new historic district was established along Muscatine Avenue just north of Court. The Moffitt Cottage Historic District recognized the work and architectural design of the unique Moffitt Cottages in Iowa City. 30. Phase II of the Rohret Road Reconstruction Project was approved and construction completed in 1995, The $1.5 million cost was financed through General Obligation debt and concluded the two phases of the reconstruction of Rohret Road and overpass over Highway 218. Streb Construction of Iowa City was the contractor and completed the project, two months ahead of schedule. 6 31, The Council approved an agreement with the planning consulting firm of Gould Evans Associates for $56,000 to design a Near Southside Development Plan. The plan was reviewed and approved by Council following review by community interest groups. 32. The $600,000+ asphalt resurfacing program continued. Road Use Tax monies were used for various street projects throughout the community. The City allowed the City of Coralville to share in this bidding process in order to secure a better price. A public hearing was held in May to adopt the "Iowa City: Beyond 2000" recommenda- tions, These were the result of a visionin. g process involving over 80 Iowa City citizens on nine task forces. The task fome recommendations were reviewed by boards and commissions prior to final recommendation to the Planning and Zoning Commission. This work effort will now be used in futura Comprehensive Plan amendments. 34. The condemnation process for the Water Plant site began in November 1994, and was finally concluded with a settlement agreement in May 1995, The site was annexed, 35. The Council awarded $25,000 in the new "Program for Improving Neighborhoods" (PIN) grant program, The neighborhood associations submitted to the neighborhood council various project applications, The neighborhood council reviewed and recommended, and sought the approval of the City Council in this new grant program. 36. The Council authorized two major annexations during 1995, those being the Water Plant site of some 230 acres and the annexation of 115 acres near Highway 218/Highway 1 interchange for the new Winebrenner Ford location, mg~lstsja 1995 Grant Fund Activity Police traffic enforcement grant Narcotics enforcement grant Crime Bill (new officers) Historic Preservation: Survey N. Dubuque/N. Linn area National Register nominations for College Green historic area State of Iowa Library recipmcel lending Transit: Federal operating assistance State operating assistance Capital grant (new buses) Federal transportation planning funds Iowa River Bank repairs (Soil Conservation Service) Rohret Road pedestrian bridge Airport master plan study (FAA} Housing assistance - certificetes/vouchers Public housing - new construction (33 units) Acquisition of housing (10 units) CDBG - HOME January8, 1996 $24,000 57,000 (3 years) 900,000 9,000 2,500 52,000 260,000 240,000 650,000 66,000 340,000 481,000 93,000 4,071,000 3,237,000 931,000 2,163,000 $13,576,500 mg~grsnL~O5 PLATS: MAJOR DEVELOPMENT ACTIVITIES - 1995 18 commercial lots on 49 acres in the Boyrum Subdivision (Hy-Vee - Hwy 6); Kennedy's Waterfront (S. Gilbert Street); and D & L Subdivision (Meinard's). 92 residential lots on 41 acres in the East Hills; Oakes 5th; Galway Pt, 2; and Walden Wood, Pt. 8 and 9, REZONINGS: MORMON TREK VILLAGE - 29 acres rezoned from RS-5 to OPDH-8 for 232 townhouse and condominium units at Mormon Trek Boulevard and Rohret Road. WINDSOR RIDGE - 34 acres rezoned from RS-5 to multi-family and neighborhood commemial to create a new mixed-use and mixed-density neighborhood. EAST SIDE INDUSTRIAL PARK - 68 acres in the County rezoned from RS to M-:I for future expansion of the BDI industrial park. ANNEXATIONS: 40 acres on. the west side near Highway 1/U.S. 218 intersection for commercial development. (Winebrenner), 250 acres north of 1-80 for water plant site. Defeated OPDH-8 rezonlng of 7 acres on Dubuque Road for low to moderate income housing development proposed by Burns/GICHF. APPOINTMENTS HA§E TO BOARDS/COI~XSSIONS DURI~$ 1995 Board/Commissions Animal Control Advisory Board Board of Adjustment Board of Appeals Board of Appeals Board of Library Trustees Board of Library Trustees Board of Library Trustees Board of Library Trustees Broadband Telecommunications Commission Design Review Committee Design Review Committee Design Review Committee Design Review Committee Design Review Committee Design Review Committee Historic Preservation Commission Housing and Community Develo Housing and Community Develo Housing and Community Develo Housing and Community Develo Housing and Community Develo Housing and Community Develo Housing and Community Develo Housing and Community Develo Housing and Community Develo Human Rights Commission Human Rights Commission Human Rights Commission Human Rights Commission Human Rights Commission Parks and Recreation Commission Parks and Recreation Commission Planning and Zoning Commission Planning and Zoning Commission Planning and Zoning Commission Riverfront and Natural Areas Commission Riverfront and Natural Areas Commission Senior Center Commission Senior Center Commission ~ent Commission )merit Commission )ment Commission )ment Commission )ment Commission )ment Commission )merit Commission ~ent Commission )ment Commission Julie Seal Lowell Brandt C. Wayne Maas (reappointment) John Staska Mark W. Martin Charles T. Traw (reappointment) Mary McMurray Jim Swaim Betty McKray Karyl Larson (reappointment) Gary Nagie (reappointment) Martin K. Haynes Clara Swan (reappointment) Randy Rohovit Philip M. Reisetter Ruedi Kuenzli Linda Murray James Harris Elizabeth Swenson Christina Randall Charles Eastham Ann M. Donovan John R. Falb Tim Ruxton Gretchen Schmuch Patricia A. Harvey (reappointment) Tom Dickerson Ann K. Shires (reappointment) Osha Gray Davidson Diane Martin Ross Wilburn Allen Stroh Lea Supple Ann Bovbjerg (reappointment) Eric L. Engh Jessica Neary (reappointment) Richard A. Hoppin (reappointment) Philip Zell Kenneth Mobily Approved appointments to Boards/Commissions as Board of Supervisors: Riverfront and Natural Areas Commission recommended by Johnson County Nancy F. English (reappointment) City of Iowa City MEMORANDUM Date: To; From: Re: January10, 1996 Boards and Commissions and Community Interest Groups City Manager Presentation of Budget - City Council On Tuesday, January 23, beginning at approximately 6:30 p.m. you are invited to appear before and present to the City Council any issues that you believe are pertinent to the budget request made by you and/or the organization you represent. This meeting will be held in the Council Chambers. There is no formal schedule of appearance. We would appreciate your letting us know if you plan to attend and we could give you some ideas as to a schedule. If you wish the Council to have any written information concerning a budget proposal, we would appreciate receiving that information no later than mid-afternoon Thursday, January 18. We will photocopy and distribute the information to the City Council. If you have any other questions concerning this presentation opportunity or need any other assistance, please feel free to contact my office or that of the Director of Finance, Don Yucuis, at 356-5050, cc: Department Directors bl~bUdget To: IO~ CITY CLERK From: jo hogarty 1-12-98 3:46pm p, Z of 3 John=on CmunD' Don Sehr, Chairperson Jo~ Bolkcom Charlos D. Du~ Stophen P. Lac~a SaHy S~ 1. Call to order 9:00 ram. BOARD OF SUPERVISORS January 16, 1996 INFORMAL MEETING Agenda 2. Review of the formal minutes of January 1 lth. 3. Business from Mary Kathryn Wallace re: Senior Center update/discussion. 4. Business from the Director of Department of Publ/c Health re: Adult Day Program/discussion. 5. Business from the County Engineer. a) Discussion re: 35-2. b) Other right-of-way for Johnson County Bridge Project L-U- 6. Business from the Board of Supervisors. a) Discussion m: appointments to East Central Iowa Council of Governments ISTEA Policy and Technical Advisory Committees. b) Discussion re: appointments of Supervisors to various Committees, Boards and Commissions. c) Discussion re: appointments to the Historical Preservation Commission and Compensation Commission. d) Reports e) Other 913 SOIYrH DUBUQUE ST. P.O. BOX 1350 IOWA CITY, IOWA 52244-1350 TEL: (319) 356-6000 To: IO~CITYCL£R~ Fro~: b hogar~¥ HZ-98 3:~p~ p. 3 o~ 3 Agenda 1-16-96 Page 2 7. Business from the Juvenile Justice Crime Prevention Grant Committee to discuss and update of the grant programs. 8. Discussion t~om the public. 9. Recess. City of Iowa City MEMORANDUM Date: January 12, 1996 - From: Karin Franklin, Director, Planning & Community Develop Re: Near Southside Design Plan Attached is the final version of the Near Southside Design Plan. The consultants are in the process of printing posters which will be used for broad distribution of the plan concepts. The staff is developing a work program for FY97 to begin implementation of the plan. This work program will be forwarded to the Council within the next month. Attachment CfTY OF IOW,4 CITY Near Southside Design Plan Iowa City, il Gould Evans Associates, PoC. Plam~ing and Ltmd.~'('ape Ar('hitt, cture Group NEAR SOUTHSIDE DESIGN PLAN December 1995 Prepared For: The C~ty of Iowa City, Iowa Planning and Community Development Department Prepared By: Gould Evans Associates~ P.C. Economic and Development Consultant: Hammer Siler George Associates RESOLUTION NO. 95-353 RESOLUTION ADOPTING THE NEAR SOUTHSIDE DESIGN PLAN WHEREAS. the City Councfi of :he City of lowa City. lows has adopted :he Near Souths~de Neighbo:hood Redevelopment Plan. the Near Southslde Commercial Urban Rev~tsiization Plano and :he Neat Southside Residential Urban Revitelization Plan; and WHEREAS. to ensure :hat the design of development proacts within the Neat Southside Neighborhood comply wft~ a design concept envisioned for the Near Southaide Neighborhoed. the City Council hired a ccnsuttant to develop the Near ~outhside Design Plan ['Design Plan') for said Neighborhood; and WHEREAS. to assist the consultant with the development of the Design Plan the City Councd established the Near ~outh~da Design Plan Advisory Committee; and ~HEREAS. the City Council has concluded :hat :he Design Plan compl[es w[:h the Near Souths~de Redevelol~ment Plas~ and will complement the investment Iowa City has made in the Downtown and wiU genera[ly enhance the community; and VVHEREAS. this conclusion .~as been reached after due deliberation and ol~ortumty for public NOW. THEREFORE. BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF iOWA CITY. IOWA THAT The Near Southside Design Plan is adopted for use as a design guide to implement the Near Southaide Neighborhood Redevelopment Plan. Passed and aDt~'oved tl~s ~i_.th day of n,,,,~o. . 1995. It was moved by Th~o2~n and seconded by adopted. and upon rotl call there were: AYES: NAYS: the Resolution be ASSENT: Baker Horowitz Kubbv Lehman Novick Pigoft Throgmorton Iowa City Near Southside Design Plan The Nest Southside Design Plan Advisory Committee Development of the Near Southside Design Plan was assisted by the Near Southside Design Plan Advisory Committee. The Committee was made up of individuals from groups the City Council stated should be represented in the development of the design plan. Discussion occurred at four meetings of the Design Plan Advisory Committee, where input was received at various stages of the plan development process. The Near Southside Design Plan Advisory Committee meetings were also an opportunity for property owners in the Near Southside area and other interested persons to provide comments on development of the design plan. The design plan reflects input received from all persons who participated in the plan development process. It does not necessarily represent the consensus of all organizations represented on the Design Plan Advisory Committee. The Advisory Committee recognizes the design plan was prepared according to an open, interactive process which attempted to hear all voices with a stake in the area. The committee did not attempt to reach unanimous agreement on each element of the design plan. However, committee members agree that the Near Southside Design Plan provides a vaiuable guide for future decision making to occur in the Near Southside. Dianne Kaufman, representing the Iowa City-Johnson County Arts Council Bruce Greiner, representing the Iowa City Community School District Tom Cowen, representing Environmental Advocates Pat Boutelle, representing Project GREEN Grant Crowell, representing the UI Student Association Larry Wilson, representing the UI Department of Planning & Administrative Services Jane Jakobsen, representing the Iowa City Planning & Zoning Commission Laura Hawks, representing the iowa City Design Review Committee Craig Willis, representing the Iowa City Ares Chamber of Commerce Madam Ramey, representing Near Southside Senior Citizens Kevin Hanick~ representing Near Southside Business Owners Haywood Belle, representing Near Southside Property Ownera Iowa City Near Southside Design Plan TABLE OF CONTENTS INTRODUCTION .........................................................................................................................................1 Ii. EXISTING CONTEXT ................................................................................................................................2 Issues ...............................................................................................................................................................................................2 Urban Form ......................................................................................................................................................................................3 Land Use ..........................................................................................................................................................................................3 Circulation .......................................................................................................................................................................................S Field Survey .....................................................................................................................................................................................6 Market Conditions ...........................................................................................................................................................................6 Existing Plans .................................................................................................................................................................................8 Redevelopment Tools .....................................................................................................................................................................8 ~. DESIGN PLAN ..........................................................................................................................................9 Area Wide Cohesiveness .............................................................................................................................................................10 Uniform Streetscape ....................................................................................................................................................................10 Parking Features .........................................................................................................................................................................15 Green Links .................................................................................................................................................................................15 District ! Enclave Identity .............................................................................................................................................................20 Government Center .....................................................................................................................................................................20 Downtown Extension Distdct .......................................................................................................................................................23 Ralston Creek Mixed-Use District ...............................................................................................................................................26 Rock Isrand Square .....................................................................................................................................................................28 University of Iowa District ............................................................................................................................................................29 iV. COST AND IMPLEMENTATION ............................................................................................................31 Estimated Costs ............................................................................................................................................................................31 Implementation Strategy ..............................................................................................................................................................33 Iowa City Near Southside Design Plan I. introduction The Near Southside Design Plan is intended to provide vision and implementation guidance for urban design elements associated with future redevelopment. Furthermore, the plan recommends improvements in the Near Southside which will complement downtown and provide overall enhancements to the Central Business District of Iowa City, which is a hub for employment, education and retail activity. As revealed in the plan, some recommended elements and actions will take place in the short-term, (first two years) while others will take 5 or more years to implement. The framework for developing the design plan comes from an assessment and understanding of the issues and conditions in the area, as well as known plans and proposals, the generation of alternative scenarios and the development of a plan vision and strategy for implementation. In order to guide the planning effort and develop the design vision, the plan incorporates the following eight principles: [] The design plan provides for public spaces that are well- placed and well-designed s;"tes for public gathering. · 1 The design plan includes recommended improvements to encourage safe pedestrian and bicycle use of streets and walkways in the Near Southside redevelopment area, including elements to make public areas more accessible to people with disabilities, and to make Burlington Street a safer and more attractive street for pedestrians to cross. [] The design plan may lead to revisions to the Iowa C~ty zoning regulations that will prescribe design elements that create a "unifying sense of place" through architectural design and public improvement projects, The design plan anticipates mixed use redevelopment for the area south of Court Street at an appropriate scale, including residential development and small scale commercial enterprises such as restaurants, outdoor cafes and/or small shops. The plan also indicates techniques by which public improvement projects can promote and encourage such redevelopment. The design plan defines suitable locations for public art that reinforces a sense of place and public gathering areas. The design plan promotes continuity between the Near Southside redevelopment area and the Central Business District. ! The design plan emphasizes security and safety through appropriate application of elements w~thin the Near Southside Neighborhood. [] The design plan also emphasizes environmentally sensitive and cost effective design concepts. Iowa City Near Southside Design IL Existing Context Iowa City is a wbrant community with a strong identity. Places like the Old Capitol area on the University of Iowa campus and the pedestrian mall in the Central Business District (CBD) provide a "sense of place" for the community. Areas such as these have incorporated many design elements that soften hard edges and lend a comfortable and safe feeling to the individuals who utilize these "places". Tree lined streets, informational kiosks. well- designed p~aza areas, sensitive signage, and historic flavor, as well as other elements within these environments, serve to enhance the social and physical fabric. Iowa City, through these places has shown how pdvate, public and institutional forces can come together to enhance the environmental quality of the community. In order to develop a realistic yet visionary design plan for the Near Southside, which captures the qualities of other attractive places, the specific issues and physical context driving development in the area requires investigation. ~ssues it is critical that all the issues that may impact the conceptualization of the design plan, be considered. Therefore, public participation built into the planning process through the Design Plan Advisory Committee was used to build a foundation for the plan. 2 In order to identify pertinent issues and concerns regarding the Near Southside, an initial public workshop was held in May, 1995. This interactive workshop provided an opportumty to capture the perceptions and opinions of the people who live, work or otherwise have a connection to the Near Southside. Participants were asked to identify and prioritize issues that they felt impacted the Near Southside. Overall. the issues generated by way of citizen, Advisory Committee and City Council interaction revealed eight general issue areas: al Future development: quality, type, mixture of uses. [] Identi~: aesthetic, historic, architectural, natural features. I Circulation: traffic / parking framework, pedestrian, railroad impacts. m Adjacencies: Downtown / CBD expansion, University impacts. m Regulatory: zoning, design review, code enforcement. I Financial: public role, private role, budgetary impacts. ! Livability: security, accessibility, beautification, public spaces. [] Miscellaneous: school plans, demographics. Urban Form Although a unique area in Iowa City, overriding physical, social, political and market forces, which have created environments such as the Downtown Pedestrian Mall, will be factors in the redevelopment and design of the Near Southside Area. Historically and currently, the Near Southside has struggled to find an identity of its own. Strong institutional elements (governmental and educational) exist within and immediately adjacent to the area. Commercial development is present along Burlington and Gilbert Streets. The residential market has created new housing opportunities that are increasing densities. Newer apartment buildings tend to be Iarge, sometimes architecturally austere and, in some instances, minimally landscaped. Automobile parking and overhead utilities impact the visual and physical image of the area. Railroad embankments, topographic changes, and major roadways create barriers and edges within and around the Near Southside. Older structures often require repair, rehabilitation, or removal. Street furnishings do not [end themselves to an overall cohesive visual environment. External pressures and opportunities are also impacting the area. Pedestrians not only use sidewalks, but also use alleys and other informal pathways to move through the Near Southside from one area to another. These individuals are primarily headed to the University. Automobile traffic patterns are somewhat predictable because of the governmental destinations, although the pattern sometimes becomes haphazard when parking is at a premium. Iowa City Near Southside Design Plan Several roadways serve as through streets either by design or because of convenience. These external pressures, the lack of a cohesive identity, and the need for stronger external and internal linkages serve as an impetus for the Near Southside Design Plan. PerceptuaIly, the environmental quality of the area reflects a feeling of disconnectedness with the remainder of Iowa City. In a conceptual sense, the redevelopment area is ringed by nstural and man-made barriers, and by more identifiable areas of the community. Figure 1 provides a broad contextual view of the Near Southside within iowa City. Land Use The Near Southside consists of twenty square blocks located adjacent to the iowa City Central Business Distdct (CBD) and the University of Iowa campus. The area is bounded by Gilbert Street to the east, railroad tracks to the south, Madison Street to the west, and Eludington Street to the north. Once primarily a single family residential area, the Near Southside in recent years has been experiencing a greater mixture of land uses. The existing land uses in the area are single family to high density residential, office, commercial, warehouse / light industrial, and government / institutional. 3 Iowa City Near Southside Design Plan Views o1 Iowa River ,from Near Southside Screened by Vegetation and Fencing -- University of Iowa ~ ' Physical Plant ~ ~t Views of Facilities Plant Railroad Tracks Act as Physical and Perceptual Barrier Figure 1 Area Context Near Southside 4 Old Capitol a~d ~he University of Iowa Cer,~al Core/Downtown: Pedestrian Mail, Commercial canter Civi~ Plaza Area Governmental Center:. Courthouse/Federal IBIdgJ School District Offices Burlington St. Commercial Corridor Gilbert SL Distinctive Commercial Uses Pocket Park/Open Space New Pedestrian Bridge Unks Near Southside to Residential Areas East of Maiden Lane Adaptive Re-Use of Railroad Depot: Mixed-Use Commercial Node Residentia A vadety of residential land uses (single family, garden apartment, multi-story structures) are located throughout the Near Southside. Few single family homes are still being used as originally intended. Instead they have been converted for multiple unit residential purposes and small office or business ventures. Newer residential uses in the area reflect a greater intensity of development than the traditional single family structure. High density multi-story apartment structures, with associated off-street parking facilities, are now providing an array of living experiences for residents ranging from students to the elderly. Office / Commercial Most commercial and office uses in the area can be found within one block south of Burlington Street and one block west of Gilbert Street. These uses include a mixture of service and retail activities. A smaller commercial node exists in the vicinity of Wright and Dubuque Streets. This area includes the former Rock Island Depot, two small strip centers, and several converted residential structures. Several other small offices and businesses are a!so scattered within the Near Southside. Warehouse / Industria! These uses are pdmadly found in the southeast and southwest corners of the study area and are associated with both private and institutional operations. To the southwest warehousing is associated with University functions, while in the southeast corner warehousing supports the distribution of supplies for commercial activities. Iowa City Near Southside Design Plan Government / Institutional The County Courthouse, County Jail, Federal Building, and School District. Administration Building provide a government center in the core of the Near Southside. In addition to this government activity, university car pool and physical plant operations are located along Madison Street. Also of note is St. Patrick's Church ~ocated on Court Street. Circulation The current circulation network for both automobiles and pedestrians is based on a grid system of streets, alleys and sidewalks. While the movement of motorized traffic is ~imited by the formal street network, pedestrian and other nonmotorized modes of transportation, such as bicycles. have created informal pathways through parking lots, apartment complexes and alleys, which serve as shortcuts through the area. For the most part, nonmotorized traffic is focused primarily on ardving at or departing from the University of Iowa campus, and secondari~y on the CBD. For many people, the Near Southside is merely a place to cut through or to park a car and walk to a final destination. Field observations have revealed that vehicular patterns fluctuate given the time and events of the day, Burlington and Gilbert Streets function as arterial roadways throughout the day. The traffic votume and speed along these two roadways define edges for the Near Southside, Clinton Street operates as primarily a collector, but also serves as a through street for people driving to and from the government buildings, as well as the CBD. Transit routes utilize Clinton Street and Court Street. Through traffic also 5 Iowa City Near Southside Design Plan is present along Capitol Street from the rai[rcad tracks north to Prentiss Street, west to Madison Street, and north to the University. The impact of this traffic appears to be most noticeable dudrig the morning and evening rush hours. Also, Madison Street is utilized frequently by university motor pool vehicles and as a staging area for CAMBUS vehicles as they return to the msintenance and parking area. The volume and pattern of internal traffic within the Near Southside is impacted by postal vehicles, Sheriff's Department vehicles and the cimulation of vehicles seeking parking spaces. Also, the vacation of portions of Harrison and Capitol Streets, and Maiden Lane, as well as several alleys in the Near Southside, has influenced traffic circulation and created development, parking and public open space opportunities, Both motorized and nonmotorized traffic movement is impacted by the presence of the railroad activity along the southern boundary of the area. Also, conflict between motorized and nonmotorized traffic occurs in many places in the area, as informal paths cress the street system. Field Survey Notable characteristics from field observations of the Near Southside are summarized graphically in Figure 2. This figure provides some details concerning the existing elements, such as significant structures. potential views and functional areas, that influence the quality and image of the Near Southside urban environment in which people reside and conduct daily activities. 6 Market Conditions In addition to the consideration of existing spatial and functional relationships, design elements, and the configuration of public and private land uses in the Near Southside, several existing and anticipated market conditions must be taken into consideration. These base market considerations include: Proximity of the Near Southside to already existing commercial activities in the CBD and surrounding area indicates that commercial retail in the Near Southside is likely to be specialty oriented and/or draw on a community-wide market base. · The amount of land associated with stable institutional uses (such as the University, Federal Building, County Courthouse, and School Administration Building) limits the ultimate residential and commercial redevelopment capacity of the Near Southside. · The anticipated incremental redevelopment pattern, which is most likely to occur in the Near Southside, will favor smaller infill and partial block redevelopment rather than the redevelopment of large multi-block tracts ot land. .. Existing institutional uses are destinations within the Near Southside that draw people from throughout the community into the area. M The residential population, plus the existence of destination points in the Near Southside, provides a base for a mixture of activities throughout the day. Iowa City Near Southside Design Plan UNIVERSITY OF IOWA. __ ~ FAClHT1ES SUPPORT AND ,~;:~ VISUAL lINK' MOTOR POOL [--~ V~EWS INTO RIVER - mEW AND LINK · AN VIEW AND LINK = VIEW AND MNK ~ *~n-t~ rv~v~-rt~ INTO DOWNTOWN INTO OLD CAPITOL; .............. ' '~ ' i ~, VIEW AND UNK - INTO CAMPUS ~ ~ - ~ . ~_ AND CAMPUS .~ Pl~ VIEIN AND UNK ;---;:] _ INTO C~/IC CENTER- ~' ll~' ~ ~ ~$11~ _ _ ~ < I I INTO HOUDAY INN [ i = AND CITY HALL -- PLAZA -- ~ ~ R~L E.C~VES ~ ~ OVE..~.OW~.--,.ES w~v~ ~ u.~v~.s~ POW~a PLANT, ~^cLLm~s SUPPORT. AND MOTOR POOL BRIDGE SIGNIFICANT STRUCTURE ;~ ~ AREAS OF ~'~.,.'~ SIGNIRCANT SLOPE Creek as Natural Resource Figure 2 Area Analysis Near Southside 7 Iowa City Near Southside Design Plan [] Continued use of strategically located parking ramps will enhance pedestrian activity and create greater walk-by exposure for new and existing uses in the Near Southside. [] Employment within and adjacent to the Near Southside provides a "captive daytime population." [] Proximity to downtown employment and the University will continue to support high and medium density housing alternatives similar to the existing densities in the Near Southside. [] Directed redevelopment efforts are likely to be residential in nature, with commercial redevelopment following market forces. Commercial uses will have a greater opportunity for success if they are focused into clusters or onto streets with greater traffic exposure instead of being allowed throughout the Near Southside. Existing Plans Plans for redevelopment and proposed development projects will have an impact on the future urban form, land use and circulation characteristics ol the Near Southside, The pdmary document guiding future land use and redevelopment in the area is the Near Southside Redevelopment Plan adopted by Iowa City in 1992. This plan indicates the desired land use pattern for the area as redevelopment opportunities present themselves. It also outlines goals and strategies for implementation of the plan. 8 Besides the redevelopment plan, the University of Iowa Campus Planning Framework identifies approximately four square blocks or future University use. Within this area, several potential future building sites have been identified by the plan. in addition to these plans, two development proposals are in preliminary review and implementation stages. First, is the Hieronymus Square concept for mixed office and commercial uses on the southeast corner of Burlington and Clinton Streets. Second, is a concept for a public parking ramp with mixed uses on the first floor on the southwest comer of L.inn and Court Streets. Both of these concepts appear to be consistent with the Redevelopment Plan. Redevelopment Tools Generally, redevelopment plans are implemented through an array of regulatory and incentive tools. Such tools may include land use / building regulations, design and site review processes, special district requirements, public improvements, tax increment financing, land write downs, and administrative support (i.e., grant administration ass[stance) for project development. Currently, Iowa City has several strategies for implementing the Near Southside Redevelopment Plan. First, a tax abatement program based upon achieving the goals of the designated commercial and residential revitaiization areas. Second, is a parking facility impact fee that is utilized to ensure adequate centrally located public parking. Third, is the reinvestment of public funds into the Near Southside. It is intended that a minimum of 75% of the tax revenue collected on the increased value of projects in the tax abatement program be invested as public improvements in the Near Southside. These existing efforts, as well as other ordinances and policies, which are currently applied citywide, impact the amount and type of redevelopment that takes place. III. Design Plan It is recognized that the design p~an must address the issues and conditions cited above in a manner that the City is willing to advocate and the citizenry is willing to support. Therefore, alternative design scenarios were developed to test different types of approaches and treatments for addressing vadous elements of the Near Southside, The alternative scenarios considered were "Status-Quo," "Own Identity" and "Downtown Expansion" (1 & 2). "Status Quo," reflects the continued implementation of current policies and strategies. The concept recognized that as redevelopment occurs, policies and strategies would be implemented on a case-by-case basis. The "Own Identity" concept focused on the redevelopment of the Near Southside as a highly identifiable "place" pemeptually separated from the Central Business District. In both versions of the "Downtown Expansion" concept the theme was to create "unity through diversity". In the first alternative, diverse enclaves with distinctive design qualities and elements were tied together with other unifying design elements. In the second alternative, diverse land uses were unified through the downtown design theme. Iowa City Near Southside Design Plan The objective of these scenarios was to provide an awareness of the possibilities, define a future design direction for the area and form a foundation for the design plan that would address the eight principles and issues identified previously. Each alternative scenario was assessed based upon identified strengths and weaknesses. The Advisory Committee provided direction, stating that the design plan would be similar to Downtown Expansion Alternative 1 (plus or minus some elements) as a goal for the future. Specifically, the Advisory Committee's desire was that the design plan recognize: Strong linkages tothe CBD. Area strengths and enclave character. · Fiscal responsibility / Public and Pdvate parallel activity. Burlington Boulevard with State DOT involvement. Open space needs (generally). !Overell strategy for parking ramps. No additional street closures near Buffington. Ralston Creek as an asset and amenity. · The need to get government entities to cooperate if a strong government center is to emerge. · Housing / Residential character and linkages to activity areas. · Long range vision and an incremental strategy to achieve that vision. 9 Iowa City Near Southside Design Plan The Advisory Committee also indicated that the design plan consider the following priorities: · Integration of the University with the Near Southside area - High pdority. [] Burlington Street treatment / enhancement - High priority. Ralston Creek enhancements - High priority. Street level pedestrian activity - High pdodty. Public open space provision - High to medium priority. [] Unified streetscape within enclaves - High to medium pdodty. · Additional parking opportunities - High to low priority depending on location and the generation of additional parking demand. la Placement of utilities underground - High to low pdodty depending on the enclave. · Provision of gateways - Low priority. In addition to the priorities identified above, design review, without arbitrary rules, was recommended. The ovemding purpose of the design plan, Figure 3, is to promote a "sense of place." This "sense" has been created by blending existing and proposed features together to create a unique identity. The identity is further strengthened not by the uniform application of all design elements, but through enhancement of existing qualities, strengths, and the unification of the diverse built and natural environments within and adjacent to the Near Southside. 10 While the overall design is intended to encourage area wide cohesivenees, it also responds to the differing strengths of enclaves within the Near Southside and the relationships among the Near Southside, the CBD and the University of Iowa. Therefore, the description of the design plan is broken into two sections: Area Wide Cohesivehess and District / Enclave Identity. Area Wide Cohesiveness Area wide cohesiveness is promoted through the incorporation of three design considerations: a uniform streetscape element, parking features, and a "green links" concept. These items within the total design plan provide an enhanced public environment by promoting public gathering and visual attractiveness, as well as reducing pedestrian, automobile and bicycle conflicts. Uniform Streetscape The term "streetscape" generally refers to elements of the public domain such as streets, medians, sidewalks, lighting. and landscaping. Cohesive streetscapes contribute visual appeal, desirability, and marketability to an area. As part of this plan, the streetscape character will change with specific elements within the general streetscape (Figures 4.5, and 6) of each enclave or district, but the implementation of uniform plantings of trees along streets and pedestrian walks throughout the area will assist to promote cohesivehess within the Near Southside. Further studies and inventories of existing tree locations, types, and conditions will need to be undertaken as design improvements are initiated. Healthy, mature specimens should be preserved and incorporated with new plantings whenever possible. t ................... h~'a £¥ty Near Soulh,;ide De:~'i~ '~)~a~ Oown~own ~o~va C~t¥ F~gure 3 De~.ign Plan Near Souths~de 11 } · Iowa City Near Southside Design Plan II!ustrations are not recommendations for specific light fixtures. Illustrations intended to communicate conceptual variations of elements. Burlington Street Downtown Extension, Ralston Creek, University of iowa Banners on existing street lights Event banners Pedestrian scale lighting To represent adopted downtown standards Government Center To represent the implementation of a traditional or formal element Rock Island Square To represent identifiable change of element from other enclaves · Enclave banner Figure 4 Conceptual Streetscape Elements Lighting 12 City Near Southside Design Plan Illustrations are not recommendations for specific paving treatments. Illustrations intended to communicate conceptual variations of elements. Budington Street Extension of existing brick accent pavers Enhanced paving treatments at pedestrian landing zones (Madison, Clinton, Gilbert Street intersections) Downtown Extension Brick accent pavers incorporated with existing sidewalk framework Extend "plaza quality" treatment from downtown along Clinton Street Government Center Rock island Square Preserve existing sidewalk framework with enhanced paving treatment at key intersections Brick paving enhancement along commercial streets Preserve existing sidewalk framework in residential areas Note: Preserve existing sidewalk framework in Ralston Creek and University of Iowa Enclaves Figure 5 Conceptual Streetscape Elements Pawng 13 Iowa City Near Southside Design Plan Illustrations intended to communicate conceptual variations of elements, A deteiied traffic and engineering evaluation will determine specific angles and dimensions on a street by street basis. Existing Condition ~ · Traditional on-street parldng environment Government Center · Provide additional parallel parking Area-Wide Provide parking lane by cutting into existing curb line; and/or Provide parldng lane by curb extension or "ear" into existing street Figure 6 Conceptual Streetscape Elements On-Street Parking 14 Iowa City Near Southside Design Plan Parking Features In addition to the presence of traditional streetscape elements, on-street parking is prevalent throughout the Near Southside. The design plan proposes that on-street parking be visually enhanced by extending the curb, generally at the corners of intersections, to help better define the parking lanes or bays, or by cutting into the existing curb line. Further detailed study will enable the Public Works and Planning and Community Development Departments to determine specific parking considerations for each street. The design plan, for illustrative and conceptual purposes, shows parallel parking throughout the area, with the exception of areas with existing angled parking and [n the Government Center, where angled parking is recommended. Off-street surface parking lots, if developed within the Near Southside, should meet requirements for landscaping that enhances buffering and visual impact. This plan considers surface parking lots, when located behind structures, as "cars within a park" concept rather than "cars in a lot" concept. Additionally, off-street parking is still required to be located within or behind new buildings. Grccn Links Another area wide feature is a strong "green links" concept (Figure 7) intended to unite the enclaves / districts identified in the Near Southside, as well as enhance the relationship between Downtown and the Near Southside. Primary links are located along Harrison, Clinton and Burlington Streets. Pedestrian movement is promoted through a series of public "green spaces," landmark features and destinations. 15 Along Harrison Street, moving west from Gilbert Street, the "green link" features a creek side park adjacent to Ralston Creek, continuing through Harrison Hill Park, into the Government Center civic park, through a small park at Capitol Street, and onto the University of Iowa Campus to a green terminus near the Iowa River. This green space is shown on property owned by the University and CRANDIC Railroad. The Un[versity's plans for the area west of Capitol Street have not been fully developed, so it is too eady to determine how the green space and link might fit into this area. As University plans for the area emerge, an ongoing dialogue between the City and the University should take place to promote development of this feature and determine how the green space would be compatible with University development. Ultimately, the park should reflect an image appropriate to the University and campus development. The water features of Ralston Creek and the Iowa River strengthen this link. On Clinton Street, the "green link" is anchored by the Downtown to the north and Rock Island Square to the south. Between these two areas, the "green link" passes between the Federal Building and the County Courthouse and near the proposed civic park. Visual landmarks such as architecturally significant structures, public art, environmentally appealing enhancements, and provisions for a variety of community activities are incorporated in these "green links". Iowa City Near Southside Design Plan Downtown Iowa City Potential Potential Unh~s[ty University Residential Han'lson St~ P. oc~ ~nd Figure 7 Green Links Concept Near Southside 16 City Near Southside Design lan The public right-of-way along Hardson Street, as well as the public park areas along these "green links" provide abundant opportunity for the placement of public art. Key locations for such art would be the park along Ralston Creek, Harrison Hill park, the new civic park, the park existing at the Harrison Street closure (next to the County Jail) and the green terminus near the Iowa River. Public art in these locations would assist in establishing an identity and visually strengthening the links within the Near Southside. Burlington Street (Figure 8) continues to function as a major roadway, but raceryes a "boulevard" treatment which "links" the Near Southside with downtown Iowa City. While pedestrian crossings remain at all ~ntersections, enhanced crossings (Figure 9) channel pedestrian movement at Madison, Clinton, and Gilbert Streets. The Madison and Gilbert intersections are highlighted because of their role in defining the east and west odgin / terminus of the Near Southside along Burlington Street. The Clinton intersection is prominent because of the link between the CBD, Government Center and Rock Island Square destinations. Special paving treatments such as bdck or pre-cast concrete pavers are utilized for crosswalk, sidewalk and pedestrian landing areas at each corner. Detailed scodng of concrete within the intersection, crosswalk, and sidewalk enhances the identity and importance of the pedestrian areas associated with the Burlington boulevard concept. In addition to these enhancements to help decrease vehicular turning speeds, consideration is given to reducing curb radii, while maintaining acceptable standards at the three intersections identified above. 17 A 10 foot landscaped median replaces the existing continuous left turn lane on Burlington Street. This median incorporates hardy street trees and low maintenance ground cover. Each median provides a 100 to 150 foot left turn lane at each intersection. Streetscape details include new paving treatment, new pedestrian lighting with event banners, and existing vehicular street lighting with modifications for banners. These details differ in character from those of the CBD or the enctaves in the Near Southside. Street trees would line each side of Burlington to the extent possible and a more detailed streetscape concept must be prepared to determine the exact type, size and location of these trees. It is desirable that Burlington Street become more visually attractive through these improvements without reducing the capacity of the street. The boulevard treatment would need to be established with adequate capacity for left turn movements at intersections and landscape materials must consist of hardy varieties. [ggure 8 Boulevard Concept Burhnglop Street - Wew looking east ~rom Chnton Street ~ntersec~on 18 Iowa City Near Southside Design Plan - F-_3(IST~NG DEVELOPMENT BURLINd'S'ON ST. ' PEDESTRIAN CROSSING: Treatment at Madison, Clinton, and Gilbert Strccts PEDESTRIAN LANDING ZONES: DOWNTOWN EXTF_NS~ON STREETSCAPF ,-~ TREATMENT: ': Figure 9 Pedestrian Crossing Concept Intersection of Burlington Street & Clinton Street 19 POTENTIAL NEW DEVELOPMENT Iowa City Near Southside Design Plan Disb'ic / den i / in addition to promoting area wide cohesiveness, it is important to recognize the inherent qualities and strengths within the Near Southside. These assets are prominent features that are highlighted through a district or "enclave" approach. Five districts or enclaves (Figure 10) have been identified and are described below. These sub-areas of the Near Southside are orgamzed around several characteristics: proximity to Downtown, existing and anticipated future use, unique landmarks and environmental features, and defined functional roles within the context of the Near Southside and Iowa City. Government Center The Government Center is defined by the presence of government uses in a four and one-half square block area that mcorporates the County Courthouse and Jail, Federal Building and School Administration Building. These uses and the associated structures form a strong core serving a community-wide clientele and establishing an employment base within the Near Southside. Through proposed improvements, the Government Center becomes a highly identifiable enclave in the Near Southside (Figure 11). Additional parking on Clinton between the Federal Building and the County Courthouse is provided through angle parking, as well as along Court and Hardson Streets. Harrison Street from Capitol to Dubuque, and Clinton Street between Court and Prentiss Streets incorporates brick street materials. A landscaped median along Clinton Street from Court Street to Prentiss Street defines the Government Center as an enclave. Streetscape treatments consist of existing concrete sidewalks, with special paving treatments (precast color concrete or brick pavers) at key intersections, as well as enhanced pedestrian crossings. Lighting and street furniture elements within the Government Center are more formal and traditional in character reflecting the civic importance of this enclave. Entry markers located at the intersection of Clinton Street with Court, Harrison. and Prentiss Streets are most likely constructed of bdck and stone to enhance the sense of arrival and identity at primary entrance points to the Government Center. 20 Iowa City Near Southside Design. Plan Downtown Iowa C~ty : Burlington Street: Boulev, ar~l Treatment · Parking Ramp , ' [~_P..a. rklng__Ra_m_.p._ · ..... .... · Power Plant _.lalleglailmlimliaaallOlliOlllalfil!Ulllilallg~lllallnllll_!~ ~' ~ ...... Potential '~ ' ~ ~ :'*';~'Fe~era ~'' '~' ~ ...... m u.~vers~ Figure 10 Districts / Enclaves Near Southside 21 Near S~z~lh.s'~de Dc,s'ig. F~guro 11 Streetscape Concept Governmerit Center - V~ow looking northeast from rotorscohen of Chrltor~ & Harnson Sireors 22 Iowa City Near Southside Design Plan The existing Federal Building surface parking lot and the residential uses on the west side of this same block are redeveloped to create a multi-use parking ramp and civic park amenities. The multi-use facility could incorporate office or commercial uses that support the daily functions within the Government Center, but these uses may be in direct competition with efforts to focus such uses within the Rock Island Square and Downtown Extension areas. Creative adaptations to the parking ramp should be explored in order to generate public activity around the ramp. For instance, the possibility of placing the Cultural / Conference Center, or other public uses. within the proposed parking ramp in the Government Center enclave are worthy of further investigation. Along the north side of a new parking ramp, opportunities exist for substantial open space. Within this space. the incorporation of public amenities is explored. The example shown as part of the plan (Figure 12) represents one of many concepts that may prove beneficial to the Near Southside and the community at-large. Further research and development planning ultimately determines the best uses within the park. The plan illustrates the potential for seasonat activities. Green space provides leisure and informal activities in temperate weather. The oval play area provides for activities such as rollerblade hockey, skateboarding, basketball, and other events. In the winter, it is converted into a civic ice skating rink. On the north wall of the parking ramp, a pavilion provides informal seating, shade in the summer, and, perhaps, incorporates heaters during special events in the winter. Development within this enclave promotes civic and community uses to further strengthen the enclave concept. 23 Downtown Extension District The Downtown Extension Distdct is bounded by Burlington Street, Gilbert Street, Court Street and the railroad tracks to the west. This is an area consisting of primarily residential and commercial uses that act independently of one another. A unifying theme and character is impodant to future redevelopment efforts, as well as the future use of existing vacant parcels and buildings. Such efforts will complement both the current OBD and the Near Southside. The northern most blocks of the Near Southside, between Burlington and Court Streets, would become an extension of the existing downtown area, reflecting a similar density and scale of most existing buildings in downtown. CB-5 would remain the preferred zoning in this district. The extension incorporates all standard streetscape elements of the downtown and all future design features that may be implemented within th~ downtown area. For illustrative purposes the concept reflects the existing materials and elements currently in the CBD, Existing sidewalks incorporate earth-toned brick that extends from the building setbacks to the curb along Clinton Street (Figure 13) and is used as an accent along other streets in the district. Landscaped planting areas and where possible, street furniture and pedestrian lighting, are of similar design standards as those of Downtown. Iowa £itv ?year ,Southxtd~ Dc.~'~. t~la:t F,gu~e 12 C~wc Park V~ow !ook[~g ~r'~to pubhc m'non~ty & rnulbpio-u$O parking ramp 24 F~gure 1 3 Streetscape Concept Downtown Extension - V~ew I(~okmg east along Chnton Street 25 Iowa City Near Southside Design Plan Redevelopment efforts architecturally mirror the existing Downtown area. New structures in th~s district and along Burlington Street reflect the scale, proportion, facade repetition, setbacks, materials, roof lines, color, s~gnage, awnings, and equipment screening elements of the adjacent Downtown and initially the CB-5 design standards. This character can be further enhancect through the implementation of design guidelines and review processes to address each of these design elements w~thin the Downtown Extension. In addition, all on-site parking is ideally within buildings and screened from the street or provided to the rear of buildings. Ralston Creek Nlixed-Use District The Ralston Creek Mixed-Use Distnct is defined by its predominately residential character between Maiden Lane and Dubuque Street; and commemial uses along Gilbert Street and south of Ralston Creek and Prentiss Street. The creek itself serves as the major natural feature in the area. The objective within the Ralston Creek Mixed-Use Distdct is to visually unity this area with the downtown, yet not as formally as the blocks north of Court Street. Areas dehneated by this distdct concept utilize the existing system of concrete sidewalks, but incorporate some streetscape elements from the Downtown. The element recommended to have the most significant visual impact is pedestrian lighting. In the Ralston Creek Mixed-Use D~strict, primarily south of Court Street and east of Dubuque Street, a high density residential character is maintained. Ralston Creek is enhanced visually and aesthetically to take advantage of this water feature. This is done through general clean-up, vegetation trimming, selective regrading and enhancement of the water feature near Gilbert Street at the proposed creek adented park. Long-term efforts investigate the possible physical enhancement of the creek through water retention features. Commercial uses and structures along Gilbert Street and in the area southeast of Ralston Creek are retained and enhanced through streetscape improvements. Redevelopment occurs in accord with the Near Southside Redevelopment Plan. In the Ralston Creek Mixed-Use District, opportunities for new, higher density residential development exists. The scanado anticipates the development of structures at a more "human scale" (Figure 14), which retain similar or slightly lower density characteristics as exist in the area. New structures and residential units incorporate .variations to setbacks and provide courtyards / garden patios, with low walls or fencing that preserve existing setback lines. Individual apartments are clustered together and individual entrances to each unit or unit cluster are provided. This helps alleviate the sense of massive scale that is exemplified by existing high density apartments in the Near Southside. 26 .H..!gh ~rT~t¥ Ras,dent,al 27 _Io va City Near Southside Design Plan High Density Residential Concept: Variations in setbacks and unit clustering begins to "humanize" the scale of the development. Low walls and fencing provides courtyards/garden patios while preserving a consistent edge to the street. Rock Island Square Bounded by Prentiss Street, the railroad tracks to the south, Capitol Street and approximately one-half block east of Dubuque Street the core of this enclave is made up of existing small scale commercial and office uses. Such uses are operating from small single-family structures, existing strip commercial buildings and the Rock Island Depot. These resources set a basis for future development of a distinctive commercial district that is unique. Proposed improvements will serve to enhance both residential and commercial opportunities within the area. The creation of a distinct retail and service cluster is an appropriate use for this area given the market considerations identified, the existing uses in the area and the scale of current structures. New and small businesses with alternative themes, and specialized goods and services are encouraged to locate in this district through small business development assistance provided by the private or public sector. This enclave will draw people into the Near Southside to conduct business and retail activities. New development reflects the scale (1 to 2 story) and creative spirit of the area. Additional policies, such as a special review overlay zoning district for determining acceptable awnings, facades, and architectural elements are implemented. The design review commitlee in this district may include Rock Island Square merchants, as well as City staff. 28 Iowa City Near Southside Design Pgan The streetscape treatment within this enclave will reflect and enhance the disbnctive architectural character that currently exists. Particularly notable is the Rock Island Depot that is currently used for office activities. The architectural qualities of this structure lend historic character to the enclave. On Dubuque Street (Figure 15), special paving treatments are incorporated to enhance the pedestrian expedenca of a retail odented cluster. Pedestrian lighting m this district is distinct from other enclaves or districts, but complimentary to other streetscape elements within the enclave. Along streets other than Dubuque, but within the district, the existing concrete sidewalk system is preserved. The residential block located east of Capitol Street and south of Prentiss Street reflects existing and approved high density apartment structures similar to those found in other areas of the Near Southside. The northeastern portion of this block experiences a slight lowering of density by way of the residential structure concept described in the Ralston Creek discussion. That concept anticipates the development of structures at a more "human scale". New structures and residential units incorporate variations to setbacks and provide courtyards / garden patios, with low walls or fencing that preserve existing setback lines. Individual apartments are clustered together and individual entrances to each unit or unit cluster are provided. This helps alleviate the sense of massive scale that is exemplified by existing high density apartments. This change in character a~o assists the transition between the University District and Rock Island Square. 29 University of iowa District This district encompasses property owned by the University of Iowa. Currently, this area serves primarily as the motor pool and physical plant facilities for the campus. In the future the University of Iowa campus is developed in accordance with the University's Campus Planning Framework in the Near Southside. While the University retains its campus flavor through distinct architectural and open space elements, its character is influenced by incorporating a select streetscape element, such as street lighting from the Downtown Extension District. This is done in order to assist in more effectively integrating the University with the Near Southside. A visual and physical link between the Near Southside and the Iowa River is maintained along Hardson Street to strengthen the east-west connection. Such development requires an ongoing dialogue between the City and the University of Iowa to ensure a compatible blending of the Near Southside and the campus environment. Iowa City Near Southxide Dcx(,,4n Plan F~gure 1.5 Streetscap? Cp n.__c.e.~ Rock I,%13nd Squ4ur2 - VIr2w Iooknlg Soulh a[Ong DLIbLJquo S(reo[ 3O zrowa City Near Southside Design Plan - ~¥. Cost and ~mplementation By accentuating existing area strengths, incorporating anticipated redevelopment patterns, and observing market dynamics, the recommended design provides a "vision". In the Near Southside's future it becomes a "place" that fosters public activities, public safety, diversity of uses and functions, enwronmental sensitivity, and commumty continuity through commitment to implementation. This section of the plan outlines recommendations and implementation actions. As alluded to throughout the plan. these recommendations involve land development policies, capital improvements. financial considerations and "partnership" opportunities. 31 Estimated Costs Design plan implementation should emphasize an incremental approach to improving the Near Southside over a period of years. Potenttal costs associated with the design program are reflected in Table 1. These costs are broken down into district or "enclave" areas. A cost range has been provided based upon a range of low and h~gh costs for recommended imprcvements. It is antmipated that the City of Iowa City and other public entities will focus most of their efforts on improvements associated with Burlington Street, the Government Center, the University of Iowa, and some area wide improvements. In the Downtown Extension, Ralston Creek and Rock Island Square areas, varying levels of direct public sector involvement would occur. Some improvements would occur through public / private partnerships, regulatory requirements and incentive programs. Iowa City Near Sout__hside Design Plan Burlington Street · Landscape Median · Streetscape Downtown Extension ,, On-Street Parking Modifications e Streetscape Government Center · On-Street Parking Modifications · Streetscape Civic Park Parking Ramp Ralston Creek Mixed-Use · Park (Gilbert and Ralston Creek) Ralston Creek Improvements Harrison Hill Park Modifications Streetscape Rock Island Square ,~ On-Street Parking Modifications · Streetscape Area Wide Improvements · ADA Modifications at comero · Safety Signage Allowance TABLE 1: ESTIMA TED IMPLEMENTATiON COSTS $1.100,000 $900,000 $11,400,000 $900,000 $400,000 $150,000 High $1.600.000 $1,400,000 $15.000,000 $1,700,000 $600,000 $200.000 TOTAL $14.850.000 $20,500,000 , 'Based on 1995 estimate cost of probable construction, excluding professional fees (architecture, engineering, etc.) or utility relocation costs. 32 Iowa City Near Southside Design It is initially assumed that development in the Rock Island Square Enclave and Downtown Extension District should be able to generate revenue for specific improvements through an improvement distdct concept. Other areas such as the Ralston Creek Mixed-Use Distdct may better benefit from combining tax abatement to encourage redevelopment with regulatory requirements that influence the quality of development on pdvate property and the adjacent right-of-way. Areas such as Burlington Street, the University of Iowa Campus and the Government Center will require various levels of commitment by the City and the other governmental entities (University, County, State and Federal) if the design plan is to be implemented successfully. It is possible that substantial public investment through these entities will be necessary initially in order to encourage private investment that may reduce the City's cost over time. Implementation Strategy The implementation strategy for the Near Southside Design Plan should take place over an extended time frame through a series of incremental steps. Initially the program should be undertaken through public sector leadership. Ultimately, over time and by way of partnership opportunities, as well as program and regulatory enhancements, the private sector will play a greater role in the implementation of the plan. 33 The Implementation Matrix, Table 2, provides an outline of actions and recommendations that need to occur in order for the vision portion of this plan to become a reality. The actions are divided into three phases: Short Range (0-2 years): Organization and Early Action [] Middle Range (2-5 years): Development Catalysts [] Long Range (5+ years): Enhancements and Sustainable Improvements In the Short Range phase, the actions are primarily publicly ddven with an emphasis on organization, study and policy development. These steps set the stage for the method(s) by which improvements should take place. Also, some "quick win" physical improvements are suggested. These items will help to build confidence in the improvement process. Middle Range phase actions are focused upon physical development catalysts. Recommended improvements include higher pdority public improvements that are affordable and can serve as physical and visual proof as to the commitment of the public sector. Also, some pdvate redevelopment will probably take place during this time that utilizes developed regulatory and financial programs, thus providing examples for future redevelopment efforts. Iowa City Near Southside Design Plan In the Long Range phase, as greater redevelopment occurs, the public will be committed to on-going maintenance efforts and development of the large scale projects such as the parking ramp and civic park in the Government Center. Throughout all of the phases, the City would be active in code enforcement and general maintenance and improvement activities that create and enhance the sustainable characteristics of the Near Southside. While physical development initiatives (streetscape, parks, parking ramps) are highly identifiable, the groundwork for such action will be laid by the implementation of sound regulatory and financial policies. This design plan recommends the development and use of zoning overlay districts and design review processes to foster creative design solutions that will establish desirable characteristics for residential development and create attractive and unique commercial clusters, such as the Rock Island Square Enclave. In addition to these oreday districts, the City should encourage retail uses associated with future residential or other development (such as parking ramps) to be focused within enclaves or districts. Instead of scattering and, thus, diluting the impact of retail, these uses should initially be clustered within identified enclaves and on specific retail-oriented streets. Residential structures and other facilities on retail-oriented streets should be designed and built to be readily adaptable for ground floor commercial uses as market conditions in the Near Southside warrant through future development. One important decision will be the future implementation of financial policies to pay for the costs associated with this plan. Each financial policy impacts how funding may be generated for improvements to the Near Southside. The application of tax abatement, tax increment financing (TIF), Self-Supporting Municipal Improvement Districts and/or general funds (through the CIP) within the Near Southside is multi-faceted, based upon the type of improvement and distdct or enclave in which the improvement occurs. It is recommended that the current parking impact fee program and tax abatement policy, which includes a minimum of 75'/0 of the tax revenue collected on the increased value of projects in the tax abatement program be invested in public improvements in the Near Southside, continue to be utilized throughout the area. These policies can be utilized to fund general streetscape and other appropriate public improvements to the area. General funds through the Capital Improvement Program (CIP) have greatest applicability to the Burlington Street improvements, area wide improvements, and improvements to the Government Center as outlined in Table 1. Other Government entities should be approached to contribute toward the payment of improvements in the Government Center. Finally, it is initially recommended that improvements within the Downtown Extension and Rock Island Square areas be accomplished through Self-Supporting Municipal Improvement Districts in combination with the tax abatement policy. Each of these policy discussions will require further detailed investigation and cdtical strategic decisions will need to be made that establish the framework for future physical development. Obviously, this planning and implementation process should be dynamic in nature and incorporate an effective public involvement program. City government may initiate and maintain the eady phases of implementation, but pdvate interests and commitment will be required for long term success. 34 Iowa Ci j Near Southside Design Plan TABLE 2: IMPLEMENTATION MA TRIX AREA - WIDE · CREATE IMPLEMENTATION · CONTINUED MARKETING EFFORTS · COMPLETE GREEN ADVISORY COMMI'i-fEE TO FOR NEW DEVELOPMENT LINKAGES CONCEPT WORK WITH CiTY REPRESENTATIVES AND STAFF , COMPLETE STREET TREE PLANTINGS o DESIGNATE RETAIL STREETS · IMPLEMENT STREET TREES AND AREAS TO PROMOTE WHERE NECESSARY RETAIL DEVELOPMENT IN CLUSTERS CONSTRUCT ON- STREETPARKING MODIFICATIONS · DETERMINE POLICIES ON · BEGIN ADA UPGRADES TO INCENTIVES AND FINANCE INTERSECTIONS AND OTHER PUBLIC FACILITIES CONTiNUEADA UPGRADES BURLINGTON STREET IMPLEMENT POLICIES ON · "HUMAN SCALE" HIGH DENSITY RESIDENTIAL DEVELOPMENT CONDUCT ENVIRONMENTAL AND · LANDSCAPE INVENTORY (STREET TREES) CONTINUE DIALOGUE WITH DEPARTMENT OF TRANSPORTATION ON MEDIAN IMPLEMENTATION DEVELOP AND ADOPT DETAILED STREETSCAPE STANDARDS DETERMINE LANDSCAPE MATERIALS FOR MEDIAN IMPLEMENTINFRASTRUCTURE, · ONGOING STREETSCAPE ELEMENTS AND MAINTENANCE LANDSCAPE MEDIAN IMPLEMENT STREET TREES WHERE NECESSARY IMPLEMENTINFRASTRUCTURE, · ONGOING STREETSCAPE ELEMENTS AND MAINTENANCE LANDSCAPE MEDIAN · IMPLEMENT STREETTREES WHERE APPLICABLE 35 Iowa City Near Southside Design Plan Table 2 Implementation Matrix con 't. DOWNTOWN · DETERMINE FUTURE · IMPLDVIENT STREETSCAPE AND · ONGOING DESIGN EXTENSION STREETSCAPE DETAI'LS FOR LANDSCAPE DETAILS AS REVIEW EXISTING DOWNTOWN AREA DEVELOPMENT OCCURS AND EXTENSION UTILIZE PLANNED · DEVELOPMENT (HIERONYMUS SQUARE) AS CATALYST FOR DEVELOPMENT AND IMPROVEMENTS ALONG EAST SIDE OF CLINTON STREET (OPPORTUNITY FOR TEST CASE) DETERMINE ON-STREET PARKING CRITERIA GOVERNMENT CENTER · ENHANCE CI~5 DESIGN STANDARDS AND REVIEW TO MORE COMPREHENSIVELY ADDRESS DESIGN ELEMENTS · DEVELOP AND ADOPT DETAILED STREETSCAPE STANDARDS · CREATE GOVERNMENT CENTER COMMITTEE COMPRISED OF GOVERNMENT ENTITIES (FEDERAL COUNTY. MUNICIPAL. SCHOOL DISTRICT} AND PROPERTY OWNERS · CONFIRM GOVERNMENT CENTER CONCEPT IMPLEMENT ON-STREET PARKING IMPROVEMENTS AS DEVELOPMENT OCCURS INITIATE MARKETING EFFORTS FOR NEW DEVELOPMENT ONGOING DESIGN REVIEW BEGIN LAND ASSEMBLY AND ACQUISITION FOR PARKING RAMP, CIVIC PARK. AND SCHOOL BOARD PARKING BEGIN NEEDS ASSESSMENTFOR COMMUNITY ORIENTEDFACILITY TO BELOCATED WITHIN PARKING RAMP IMPLEMENT STREETSCAPE AND LANDSCAPE DETAILS · COMPLETE STREETSCAPE IMPLEMENTATION · CONTINUE MARKETING EFFORTS FOR NEW DEVELOPMENT · CONSTRUCT PARKING RAMP AND PARK · CONSTRUCTPARKING LOT EXPANSION FOR SCHOOLBOARD 36 Iowa City Near Southside Design Plan Table 2 Implementation Matrix con'L GOVERNMENT CENTER · CREATE LAND ACQUISITION * IMPLEMENT ON-STREET PARKING CONT. STRATEGY FOR PARKING IMPROVEMENTS RAMP, PARK AND SCHOOL BOARD PARKING EXPANSION o DETERMINE ON-STREET PARKING CRITERIA RALSTON CREEK * IMPROVE LINKAGE WITHIN e IMPLEMENT STREETSCAPE AND e DEVELOP PARK MIXED-USE HARRISON HILL PARK LANDSCAPE DETAILS CLEAN UP OF RALSTON CREEK o BEGIN LAND ACQUISITION FOR PARK DEVELOP RALSTON CREEK AS AMENITY DETERMINE ON-STREET PARKING CRITERIA DEVELOP DETAILED STREETSCAPE STANDARDS INVESTIGATE PHYSICAL ENHANCEMENTS TO RALSTON CREEK ROCK ISLAND SQUARE · PROMOTE ACTIVE MERCHANTS ORGANIZATION o IMPLEMENT STREETSCAPE AND · ONGOING DESIGN LANDSCAPE DETAILS REVIEW CREATE SPECIAL DESIGN REVIE3~V ZONING OVERLAY DISTRICT IMPLEMENT ON-STREET PARKING IMPROVEMENTS CONTINUE MARKETING EFFORTS DEVELOP DETAILED STREETSCAPE STANDARDS INITIATE MARKETING EFFORTS · DETERMINE ON-STREET PARKING CRITERIA ONGOING DESIGN REVIEW UNIVERSITY OF IOWA PROMOTE ONGOING GOOD NEIGHBOR RELATIONSHIP WITH GOAL TO WORK JOINTLY ON ENHANCEMENTS, USES AND LINKAGES PROMOTE ONGOING GOOD NEIGHBOR RELATIONSHIP WITH GOAL TO WORK JOINTLY ON ENHANCEMENTS, USES AND LINKAGES PROMOTE ONGOING GOOD NEIGHBOR RELATIONSHIP WITH GOAL TO WORK JOINTLY ON ENHANCEMENTS, USES AND LINKAGES 37 City of Iowa City MEMORANDUM Date: January 12, 1996 To: Mayor and City Council From: Marian K. Karr, City Re: Procedure for Work Session Minutes As a follow up to Council's January 4, 1996 organizational meeting, I wish to clarify staff direction on trenscriptions and minutes. At that meeting you directed staff to prepare detailed minutes and not do transcriptions for council work sessions, You also directed staff to keep work session cassettes seven years for retrieval purposes. As per your direction, work sessions will no longer transcribed. Subsequently, no hard copy transcriptions will be microfilmed. In lieu of "Direction only" minutes, detailed minutes will be prepared. Those decisions impact on minute preparation and use. There will be a time savings frem the minute taking duties but it will result in more time spent by city staff. More detailed minutes will require additional time for review of draft minutes on my part and more time spent by Document Services for final copy. Currently retrieval requests take a minimum amount of time by my staff to copy the transcriptions in response to staff or citizen requests. Without the transcriptions, additional time will be spent cuing up cassettes tapes, sitting and re-listening to the tapes, to obtain the information requested. City staff and citizens have become accustomed to using the transcriptions and this change will be an adjustment. The procedure for formal meetings and executive sessions will remain the same. Formal meeting transcriptions will continue to be made available within five working days, and micrefilmed for permanent retention. Minutes will be published in accordance with state law. Formal meeting cassettes will be kept five years. Transcriptions of executive sessions will be prepared and cassettes will be kept as required by law. The Mayor has asked that this item be discussed Monday evening for further clarification. Both I and minute taker Jill Smith will be available for discussion that evening. ¸.4 MELROSE AVENUE RECONSTRUCTION PROJECT PREDESIGN MEETING Wextnesday, January 17, 1996 7:00 PM First Mennonite Church 405 Myrtle Avenue (entrance in rear of church) City of Iowa City and NNW, Inc. s~ff would like to meet with neighbors of Melrose Avenue to begin discussions on the specific design considerations of this improvement project. The Concept Statement and Environmental Assessment ~Finding of No Significant Impacff have been approved by the Iowa DOT and the Federal Highway Administration. These approvals were only for general concepts and lane widths and did not include specifics for the project. Steve Jacobsen, NNW, Inc., project designer, Dennis Gannon, Assistant City Engineer and/off Davidson, Transportation Planner for the City will present the concept plan and answer questions. The meeting is the opportunity for the neighborhood to provide input into s6me specific design considerations such as aesthetics, lighting and cross walks. It is expected that the neighborhood may wish to meet again to determine their final recommendation. In order to remain on schedule for this project, NNW would like to start finalizing the detail plans by early February. fithere are any questions regarding this meeting or process, please contact Steve Jacobsen of NNW at 351-2166.