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HomeMy WebLinkAbout1996-02-27 Info PacketCity of !owra City MEMORANDUM DATE: TO: FROM: RE: February 16, 1996 City Council City Manager Material in Information Packet Memorandum from the City Manager regarding elderly bus pass renewal. Copies of letters to City Manager: a. Rebecca M. Teasdale regarding Furniture Project b. Matt and Lisa Dunahoo regarding Fire Department response c. William Dickinson regarding appreciation of services ?.57 758 759 Memorandum from the City Clerk regarding February 7, 1996, Council Work Session. Memoranda from the Finance Director: a. Revisions to the Fiscal Year 1997, 1998, and 1999 Proposed Three- Year Financial Plan and Seven-Year Capital Improvements Project Budget b. Comprehensive Annual Financial Report for the Fiscal Year Ended June 30, 1 995 Copy of letter to Senator Harkin from the Finance Director regarding Clinton Administration budget proposal concerning the 2% de minimus rule. Copy of memorandum to the City Manager from the Director of Parks and Recreation regarding Jensen and Neuzil properties. Copy of letter to Edwin Clopton from the City Manager regarding public transit issues Copies of letters to Mayor Novick: a. Tim and Leslie Gay regarding First Avenue Improvements Project '7~7 b. Sara Schneider regarding transit -76 ~' Copy of letter to Floyd Palkay from Judith Sturgess regarding Iowa City Landfill. Agenda for the PATV Board of Directors meeting held February 15, 1996. Agenda for the Johnson County Board of Supewisors meeting held February 20, 1996, Memo from PCD Director regarding Fringe Agreement. 77! 77X Information Packet February 16, 1996 page 2 Human Service Agency funding (figures for FY97). r-/7: Transit fund FY97 to FY99 (~djusted Seats contract to $550,000 from $448,000; rate increase moved to July 1 +$95,000; added $80,000 of service cuts back in) Transit Consolidation Study dated May 1990. Agenda for Bd. of Supervisors - 2/15/96. Information regarding the Mayor/Council Seminars. Information regarding 1996-1997 Capital Improvements Projects. City of Iowa City MEMORANDUM Date: To: From: Re: February 15, 1996 City Council City Manager Handicapped and Elderly Bus Pass Renewals it is time to process renewals for the 2 year handicapped and elderly bus passes. The Transit Division will do a press release and post flyers on the buses that define the times and locations renewals can be obtained. The Treasury Division is responsible for processing renewals at the Civic Center. An Account Clerk will be stationed in the Civic Center Lobby OR Lobby Conference room from 1:30 p.m. to 4:00 p.m. on 2/21,22 and 23 (Wednesday, Thursday and Friday) and also 2/26, 27 and 28 (Monday, Tuesday and Wednesday). The Transit Division will process renewals at the Senior Center, Goodwill Industries, Nelson Adult Center and Systems Unlimited. Actual dates are unknown at this time, but will be included in the press release. indexlm~crn2-15 February 7, 1996 Mr. Stephen J. Arkins City Manager City of Iowa City 410 East Washington Street Iowa City, iowa 52240 Dear Mr. Arkins: Thank you for your support of the Furniture Project in fiscal year 1996. Through the funding provided by the Solid Waste Division, the Project has recycled 13.8 tons of furniture and appliances in the first seven months of this fiscal year. The Project has distributed 271 items, including beds, couches, dressers, and appliances· Since 1993, the Furniture Project has been won~ing to keep good, usable furniture out of the landfill and in the homes of families in need. Families moving from an emergency shelter into homes of their own have received 1447 items, saving 75.5 tons of waste from entering the local sanitary landfill. The Furniture Project needs your continued support to provide this valuable service to the community. The Project requests $10,000 as partial salary for the Coordinator position in fiscal year 1997. The Coordinator is the Project's only paid staff position and oversees all aspects of the program, including donation receipt, furniture distribution, publicity, and fund-raising. The Furniture Project is actively seeking funding from a vadety of public and private sources. Unfortunately, due to its unique services, the Project falls between the cracks of many funding programs. Thank you again for your support of the Furniture Project. Please do not hesitate to contact me if I can provide any additional information. ~,.. ~ Sincerely, Rebecca M. Teasdale Coordinator Iowa City Manager 410 E. Washington Iowa City, Iowa 52240 February 4, 1996 To Whom It May Concern: On Sunday, February 4, 1996, my family and I retam~ed to our mobile home to find tl~ Carbon Monoxide d~toctor activated. Not knowing the procedures for this situation, I called the normal lrasineas number for the Iowa City Police. The dispatcher quickly explained that the fire department would respond to determine ff we had a {tarben monoxide problem. The fire department responded within five mhlute8 of the illitial telephone call to the police department. They quieldy checked our home with their carbon monoxide measurement devices uncl found no abnormal readings. When we stated our concern for our twelve month old daughter, they re-verified the cah'bmfion of their equ/pment and the Battalion Chief confirmed theft findings. We are duly impressed with the profeasionali.qm that the fire department exhibited. They were extremely thorough checking the gas stove, the water heater, and the furnace. In addition, a member of the team briefed us on the warning signs of carbon monoxide poisoning and to call the station ff symptoms appeur. We are comfortable, once again, with the safety of our home. These people conveyed a sense of pride in theft work and a concern for us. Please convey our thank.~ once a~in to these individuals. Sincerely, Matt and Lisa Dunahoo Mr. Stephen Arkins City Nmnager City of Iowa City The Civic Center Iowa City, Iowa 52240 Dear Mr. Arkins, February 9, 1996 I want to compliment two city departments for the beautiful Jobs that they did during the past awful two weeks of winter. First, the Streets and Sanitation gays did a splendid Job of removing the heavy snow on Ridgewood Lane the morning after the big Friday snowstom. In fact, they always seem to arrive here in a very timely fashion. Then, a week later, a water main broke at the corner of Virginia and Ridge Road. The crew responded within ten minutes of our phone oall to the City Water Department and had the break repaired within three hours with very little inconvenience to the neighbor-~. hood. These past couple of weeks must have been a trying time for these departments and this is to let you know Just how much their efforts are appreciated. Sincer~l~1 '~ 6 Ridgewood Lane Iowa City 52245 City of Iowa City MEMORANDUM Date: To: From: Re: February 16, 1996 Mayor and City Council City Clerk Council Work Session, February 7, 1996 - 9:30 a.m. in the Council Chambers Mayor Novick presiding. Council present: Novick, Baker, Kubby, Lehman, Norton, Thornberry, Vanderhoef. Staff present: Arkins, Helling, Karr, Davidson, Logsden, Fowler, Dollman, Yucuis, Mansfield. Tapes: Reel 96~23, All; 96-24, Side 1. Meeting transcriptions are available in City Clerk's Office upon request. 1997-1999 FINANCIAL PLAN BUDGET DISCUSSIONS: Reel 96-23, Side 1 Council discussed budget issues and directed staff to make the following changes to the proposed 1997-1999 financial plan: Human Rights. Fund ½-time paralegal/investigator position. Convention & Visitors Bureau. Fund 25% of hotel/motel tax minus $10,OO0 (as budgeted). Give direction to CVB restore grant program for next year. Indicate to arts festival and jazz festival that money may not be available from the City next year. Schedule Council discussion regarding use of hotel/motel tax. Johnson County Historical Museum. 93,000 as budgeted. Sensitive Areas. City Manager Arkins will prepare formal recommendation and schedule discussion. Airport. Airport Manager O'Neil to prepare memorandum regarding concerns expressed in Dee Norton's memo of February 1, item //6. Senior Center. "No" to personnel request. Police Computer System. Fund $115,000 each year for a four-year period. Parks and Recreation. Half-time maintenance position as budgeted. , Housing. Citv Manager Atkins stated interviews will be scheduled within the week to ten days for the administrator position. ICAD. Defer decision. Library. "No" to budget request for additional staff. 2 Fire Department. Fund computer equipment setaside and reevaluate next year. Lobby State regarding rollback figures. Cemetery. Discuss in future. Heritage Trees. Fund $3,000 for inventory. Engineering. City Manager Atkins will prepare more detailed information addressing item//11, page 2 of Dee Norton's memo of February 6. Information update on GIS mapping project requested. Aid to Agencies. Defer action until staff presentation by Linda Severson. Transit Capital Purchase Fund. Confirmed elimination of $60,000 a year transit capital purchase fund. Road Use Tax Fund. City Manager Atkins provided information regarding road use tax monies to fund personnel positions, Sale of Peninsula Property. Directed staff to continue discussions with the Elks Club; $30,000 consultant fee already budgeted. Marketing of Urban Renewal Property. City Manager Arkins reported that a meeting is scheduled with center space representatives on Friday. Need to budget money for marketing 64-1a. City Plaza, City Manager Arkins stated he will schedule further discussions regarding City Plaza recommendations. Transit. Fare increase to 75¢. Bus pass increase to $25. Establish low income policy. Look at children's bus fare/riding with parent. Strip ticket pass discount program. Employer purchase pass discount program. Look at Saturday service redesign. Propose nighttime service redesign, funding target $80,000 to $100,000. Kubby requested map of current citv bus routes. COUNCIL SCHEDULE DISCUSSION: Reel 96-24, Side 1 Council agreed to schedule their next budget discussion on Wednesday, February 14, 9:30 a.m. Meeting adjourned at 12:05. City of Iowa City MEMORANDUM Date: February 16, 1996 To: From: Re: City Council and City Manager Donald J. Yucuis, Director of Finance ~9~91 Revisions to the Fiscal Year 1997, and 1999 Proposed Three-Year Financial Plan and Seven-Year Capital improvements Project Budget A public hearing is scheduled for Tuesday, February 27, 1996, at 7:30 p.m. in the Council Chambers regarding the adoption of the Fiscal Year (FY) 97 budget, the FY97, FY98, and FY99 three-year financial plan, and the seven-year Capital Improvements Project (CIP) budget. This packet includes the public hearing notice that will appear in the newspaper on Thursday, February 22, 1996, and the forms that are required by the State to be filed with the adoption resolution. The attached schedules highlight the changes that have occurred in the FY97, FY98 and FY99 three-year financial plan between the time the budget document was printed and distributed in December 1995 and the City Council's final review and recommendation. Attached is a summary of the changes made to the three-year financial plan by fund and then a more descriptive explanation of the differences. Please note that the FY97 property tax levy rate is set at 12.653 per $1,000 of taxable assessed valuation compared to 12.992 in FY96. The FY97 tax levy request and total expenditures as published in the newspaper for the public hearing cannot be increased but can be reduced prior to final approval. Final City Council approval of the FY97 budget, three-year financial plan, and seven-year CIP is scheduled for Tuesday, March 5, 1996. Two resolutions will be presented for your approval. The first resolution will approve the FY97 budget. The second resolution will approve the FY97 to FY99 three-year financial plan and also the seven-year Capital Improvements Projects budget FY96 to FY2002. Please contact me at 356-5052 or Deb Mansfield at 356-5051 if you have any questions. Attachment Form831.1 City of Iowa City, Iowa NOTICE OF PUBUC HEAR}NG BUDGET ESTIMATE Fiscal Yea~ July 10 1998 - June 30, 1997 The City Council will conduct a public hearing on the proposed 1998 - 1997 Budget at the Civic Center, 410 E. Washington St. on February 27, 1996 at 7;30 o'clock p.m. The Budget Estimate Summary of proposed receipts and expenditures }s shown below. Copies of the detailed proposed 1996 - 1997 Budget may be obtained or viewed st the offices of the Mayor, City Clark, and at the Library. The estin~ated Total tax levy rate per $1000 valuation on regular property is ................... $12.B53 The estimated tax levy rate per $1000 valuation on Agricultural land is ......................... $ 3.004 At the public hearing, any resident or taxpayer may present objections to, or arguments in favor of, any part of the proposed budget. City Clerk Budget Re-estimated Actual FY 1997 FY 1996 FY 1995 REVENUES & OTHER RNANCING SOURCES Taxes Levied on Property 1 19,768,220 Less: Uncollected Property Taxes*Levy Year 2 = Net Current Property Taxes 3 19,768,220 Delinquent Property Taxes 4 TIF Revenues 5 82,000 Other City Taxes 8 440,000 Licenses & Permits 7 581,450 Use of Money & Property 8 1,971.132 Intergovernmental 9 14,496,115 Charges for Services Io 27,660,552 Special Assessments 11 Miscellaneous 12 2,747,243 Other Financing Sources; 13 42,573,890 Total Revenues & Other Sources 14 110,298,602 EXPENDITURES & OTHER FINANCING USES Community Protection la 10,676,835 (police.fire,street lighting, etc.) Human Development 18 9,993,155 (health, library, recreation. etc.) Home & Community Environment 17 55,618,707 Igarbage, streets, utilities, etc.} Policy & Administration 18 5,950,085 (mayor. council, clerk, legal, etc.} Non-Program 19 Total Expenditures 20 82,238,792 Less: Debt Service 21 Capital Projects 22 Not Operating Expenditures 23 Transfers Out 24 Total Expenditures/Transfers Out 25 Excess Revenues & Other Sources dyer (Under) Expenditures/Transfers Out 26 Beginning Fund Balance July 1 27 Ending Fund Balance June 30 28 10,260,484 24,159,127 47,819,201 23,627,890 105,866,682 4,431,920 40,645,416 45,077,336 19,284,133 18,424,715 19.264,133 18,424,715 55,164 39,070 440,000 456,634 612,855 605,311 1,529,666 2,651,643 18,731,434 14,488,528 24,883,351 22,477,572 53,093 1,641,865 42.565,829 64,925,153 44,534.709 132.083,621 146,297,104 10,575,173 9,575.091 8,022,527 7,O58,847 118.976,490 50.1 40,183 7,095,222 4.666,862 726,653 144.669.412 72,1 67,638 46,956.165 14,O71.255 45.673.492 14,565,501 52,039.755 43,530.880 35.854.112 33,058,780 180,523,524 105,226,416 (48.439,903) 41,O70,688 89,085,319 48,O14,631 40,645,416 89,O85,319 Form 635.2A CITY OF IOWA CITY ADOPTED BUDGET SUMMARY YEAR ENDED JUNE 30, 1997 ---~ ..... ~ ~ ...... !_%_' ~c~ I .... "~Yv~ &'~-~-F~n~ou~c~s , --- ' ' ~: Uncol~ ~o~ Taxes-LaW Ye~ ;~ 1~ ~ -- · , 135 · ~ ~2 - ~ 505.~ ~13g ' 1~ ] 213 c~,,,~o,s,~,.. . ~'[ ~.?~8.6e~,si.o.s~ '~, .... ~ ......... M~s ~ 8~ 798.584 ~ 117 ' 43.268 13.~1 170, 710.O~ 196 · 215 I '~u~Tote ~ve~ '- 21.~ ~178~i~3~.~ 905.391 171 J 2.282.0~ , 216 TranCes In '~ 89 7.212.337 I 11~ -657.~ [ 145 I t.996.873 172 1.550.815 1~ 188.5~ ~ 217 '" '~a,~, of Lo~. T~ ~,~,~ ~o ........T'~,'~ ....I,~6 ~~6,~o,~'t'~ ~o~ds of F,~d AS~ Sales --' 91 77,0~ 'f~~ I~- 174 199 [ ' 219 Total Revenues a ~f ~s I 92 ~b.~4T~2 ', 1~ ', 13.892.639; 1 ~ I 3.~2.2~ 175 9.8T~.~ 5 ~ [~' ~ 335.720: 220 63.691 --'~' ~0~90.373 i 121 ' -[149 i ~462 176 0 19~ 6,~2.31.1~12~.. . {1~. 423,7~ 177 .(_heeJ?: l~b.r.aW.: recreat,on, etC.) .H_o~me._& Comm~mt~ Environment · 221 .... ~5 3.656.694t 123 6.536.765 [151 ; .... ....... I 3'196'896"2'78-'§'6--84'907 203 _Camta~ P~ojects 97 ;26.240.239. 125 5.726.989 ~163 .112 335.218 "225 . !, 9~ o, ,27 1 ~'~t'l~ - ~:~£1.oo? 101 I 2.706.527 8.472,897 ~5~ I - ,102 [28.~6.766 i129 [ 14~.8~6~ 3.907.1'12~I~--'[~.~} 207, · 229 ~8 ~ 335.218 130 I ---i. 1158 [4,8~)~186~ (18,19 ~%~ 502 231 103 ~ 1272.634}1 131 1307.2471 1~ 6.508.171 ~132 5.6~,866 159I 620461 187 f 23,266 12101 16,918:2321 11~,~2~5.5~ 133 5.297.~9!~6o 6~5.6~3 188 6,0741211~ 17,420i2~[ 14.338,120 15.516.755 48.656 97STATE.XL8 Budge1 FY 1996/97 (G) i [ Re-es~natedi ! Actu~ FY 1995/96 ', ] FY 1994/95 : (.~ [-:_T..-:: ~.C"~ 19'"-~.~0' 19.264.133 18.424.715 19.766.220 t 266 19.264.133 18.424.715 63.000 56.164 39.070 581.450 612.865 1.971.132 1.529.666 2.651.643 22,477,672 2,747,243 67.724,712 23.603,6S0 18,893,000 110.298.602 1.64t.855 42.666.829 67.158.468 101.762.395 99,500 76,885 10.676.835 10.575.173 i31~. 9.575.091 9.993.165 8.022.627 7.058.847 56.618,707 118.976.490 50.140.183 5,_..~9 ~50 ~.08~ 7,095,222 4,666,862 726,653 82.238.792 144.669.412 72.167.636 t0.260.464 14.071,255 24.159.127 1~565.501 47.919.201 62,039,753; 43.52~680 23.627.890 35.854.112 33°058.780 18~523.524i 105.226.416 (48.439.903} 41.070.688 89.085.3t9 48.014.631 45,077.336 40.646,416 89.055.319 CITY OF IOWA CITY RESOURCES DETAIL YEAR ENDED JUNE 30, 1997 .... i S~eciai ; Debt Capital Expendable ................ j General h Revenue ~.. _ Service Projects Trust I : (A) ' ~ - .-L (C) (D) Taxes Lev~ on Pro r~y .... ' ~ ' - .... ~r= ......... "" ___~_.. '~.:747.~s.L ....~325.72,' :.~'.~ ............... OeJln~luen! ~*~=~q'*rv Taxes .~ ':., :" . ,. '. '. :' ', 7'IF Taxes $ ' . . 62.000 , · ",.' · . Om~ Cn'y T.ax.e~: ......... ', "' .'~ "' ' ' ' M~ ~o~* Tax~ ~" :, '-- ,'.'~ '=, ':.... ~.... . HO~I/MO~el Taxes 7 -~-*~.000 .. ~ .... ~ ....,,... ,..' . ,. ~. ~., State Shared Revenues T *-- -~ -*.**~ T,081,000 4.,.'..o~..000 Subtotal. Intergovernmental {lines 12 thru 16] .... ~,.~ ~. 2,~ g.218,~ 38 1 1,672.000 ~ec~.c ' ' i~' t .......... ~,~ort . . .~ .....22 O~e*ati Transfers In * ** t - * ~'212'337T'-* * - 657,000 1.99~.~3-----1,550,815t 188.500 TOTAL RESOURCES fhnes ~ + 35] I ~-~:~82.~3 19 497 505 , 4,522.72~ - 9.~6 081 97~A~1~$ ~. Budget , Re-estimated Actual 'oprletar~._.. FY 199~/~7 t FY 1995/96.. 'I FY 1994195 :': :' ':. :i 422: 19.766,220 19,264,133 j 18.424,715 423 [ .:.i... !, ~:'-' 440.000 440,000 456,834 .' ":~ '"'~ 44*0.000 2 $-~'~00 401 -- 300.000 2, 746.030 1.976.489 26,500 ~ ~,4~2 541.257 493,297 510,780 5.937,091 ~ 404 I 5,937,091 4.808,100 '~.9127_448~ 9,495,274 405 9,495.274 8.539.091 .6,75____1,0BE. .406 4O7 2,"--'~?--~.000 I ~03 2.3?7.000 2,374.500 f 2.439.07..8. 4O9 6,167,~-------~ 410 ~,157.000 5,717.000 8,070..283 -'~31,500 412 - --- 831.500 64.5,D00 662,271 53,000 413 2,882.68? 2,789.860 2,642.426 I ~.998.365 417~ 23.603,890 35.827,508 32.880.475 12,923,000 --:419 77.000 99,600 ?~:~8"~' 13,~'~,032 421 ~10.298.602 132,083.621 I 146,297.t04 !7.~,734 390 40.645.416 89.0~5.3'~'~, 48.014.631 CITY OF IOWA CITY REQUIREMENTS SCHEDULE YEAR ENDED JUNE 30, 1997 A. COMMUNITY FRbT~TiEi~ ..... '~lice Department ....... Traffic Co.n~{_ol and SafeW Jail 4 Civil Defense 5 ~lood Control ....... 6 t ~ S~eclai Debt Capital Expendshie I General Revenue Sen/ice Projects Trust .. ./._. £A)... [6) __.. [C) ID~ [E£ .... ¥f' 318,731 2 5,370,610 3 579,970 P~opriet a~/ IF) :a,r~ bulance ' ! ...... Department of I~ec~i~ ....... _ ._ __ 750,751 -' ~li~:ellanenus Protective Services Budget Re*estimated Actual FY 1996/97 .F¥..19%5_/96 F~_ [994/95 ¢G) (H) 325 6.370.6~0 5,2o2.549 4.377.2ss 327 328 329 331 332 750,751 __ 737.015 333 : -- 334__ 286,462 320,29S __332,922 ~3.35 253,198 .453,504 336 10,676,835 10,575,173 9,575,O91 337 338 339 340 341 342 343 344 2,769,622 2,5_9_8:6__74 2,673,763 345 346 2,904,565 2,883,136 i 2,473,514 347 345 497.213 452,4.~__2. j 425,475 '*~49 270,911 260,880; 202.276 350 423,754 408,981 I 509,924 Debt Service _CaP. it a.I.Projecl:s ~/elfare Assistance Payments to Private Hospitals Health Regulation ~.ln_sp_ec_t.i.on .. _W_.at_er:..AJ_r._&_~_osquito Control - _- CommuniW Mental Health ~)ther Social Services _Lib.ra_? Services _.. Museum, Band, & Theater Parks & Recreation Activities Com.____m_~_m_'.t:/._C_en_.te_r, ~_o_o & Meri__.na . - Other Recreation and Culture Animal ControJ Debt Service _~ ~_ .pi~ a/.Pr_oje c'~s , ~(~TAL [lines 14-28j 17 18 19 2O -- 21 2,7~9:~"2- ..... 23 i 2,904,565 24 t 25 { 497.213 '~o.511 .... 27~ 423.754 ,~. ~ '¥~,,:~ ~:~:,.'~ ___ [ ...... :E-_ ....... I 423.754 / 3, t27.100 I I CITY OF IOWA CITY REQUIREMENTS SCHEDULE YEAR ENDED JUNE 30, 1997 .-. _~.p?ci_'~ .__L._.._~Debt i Capital I Expendable I General , Revenue / Service 1 Projects__~.....T.r~t_ _Pr~p~etary (,~.i" ' T- ~'~ T-- JcJ_.. (O) (El (F) ; Budget I Re-estimated Actual i FY 1996/97 ~-~995196 'FY 199./95 354 114,316 87.451; 186.081 3ss ?~;o7o 73o..._e~. 356 1.523.847 1.533.429 1.34~.352 ._ 357 3.008.246 3,028.726 358 3,722.094 3.763.062 3.~42,854 359 28.145 926 138.566 '-- 360 3,489,469 ~*.~.4.747 2.847.668 361 362 ~ -. 267.113 280,08~- 285~7~- ....... 3.195,020~ 2.828.251 ~65 190.680 366 ~07,763 192.520 174.611 367 432,245 411,433 310.93~- 388 129,762 622,406 763,736 369 8.552,015 6o200,696 8.979,319 370 371.429 ~85.998 394.046 371 8.550,248 46.226,888 13.228,408 372 21o023,027 43.912.474 13,315,466 374 375 421.238 415.~38 ~J4,435 378 2,374.686 2.322,132 2.016.t45 380 270,146 264,351 234,463 .... ~81 1.258.85~ 2.568.390 988,578 382 4~.9_..125 461,493f 230.965 383 384 6.000 ~-9,426 .. 22.626 386 52,238,752 1~4.669,412 [ 72.167,636 337 ..... 23.627.850 '"~5-]§5-4:~ 1--~ i 33.058.780 Snow Removal ~,ghway Eng~eenng Parking - Me/te~'an~ ~fiT~e~ ....... Sewers & Sewage D~posel ?~:070t 35 53 54 1,523,847 37 3,489.469 43-- 207,'f1~3]' TST2~ ' 3.533.765 4~T.233 55 372.414 Planrang & Zonm~l 56 754,613 CitY ~elt & General I~iid~ngs ; -- "~7 27~. ~ 0~e~ ~msn~t~aUve Expe~se~ I 58 1,068,629 190,2241 To. ~,,w ......... ~ ~ - ~ ......... ~ ...... ~ ' ~ -- E~,ng ~ ~l~ce Ju~ ~ --' '~--*~ 6,23~,~7~ -" 6.297.619 ]' *- ~ -- '~.0~4/ t7.420 32.~.073' ~QU~ F~s~ * 65 + 66) ~-- 67 ~ ~.~53 t ..... 19.497.505 ~ ' 4.522.725 ~ 9,~1 / 352.638 81,582,766 CITY OF IOWA CITY SCHEDULE OF DIFFERENCES IN REVENUES BY FUND BETWEEN THE ORIGINAL PROPOSED THREE YEAR FINANCIAL PLAN FY 97 - FY 99 TO THE FINAL PROPOSED THREE YEAR FINANCIAL PLAN AFTER CITY COUNCIL AND ADMINISTRATIVE ADJUSTMENTS ! FY97 BUDGET FY98 PROJECTED Dec 95 Feb 96 Dec 95 Feb 96 RECEIPTS & TRANSFERS IN Original Revised Change Odginal Revised 1 GENERAL FUND 28.724,996 28.674.132 (50,864) 29,355.181 29,312.390 ENTERPRISE FUNDS 2 PARKING OPERATIONS 2,962.400 3 PARKING. RESERVES 1.099.598 4 WASTEVVATER TREATMENT OPERATION 10.089.425 5 WASTEWATER RESERVES 5.474.684 6 WATER OPERATIONS 6.135.091 7 WATER CUSTOMER DEPOSITS 8 WATER.RESERVES 1,004,100 9 REFUSE COLLECTION OPERATIONS 1.957,000 10 LANDFILL OPERATIONS 3.725,000 11 LANDFILL RESERVES 2,691,250 12 AIRPORT OPERATIONS 257,000 13 TRANSIT OPERATIONS 3.163.661 14 TRANSIT RESERVES 15 BROADBAND TELECOMMUNICATIONS 302.000 16 BROADBAND TELECOM RESERVES 306.000 TOTAL ENTERPRISE FUNDS 39.167.210 2,962,400 1.099,598 10.089.426 5,474,684 6.135.091 1.004,100 1.957.000 3,725.000 2,691,250 257.000 3.331.171 302,000 306.000 39,334.720 167,510 167,510 2,957,400 2,957,400 1,094.303 1,094,303 11,093.087 11,093,087 6.159,564 6.159,564 7,405,970 7.405,970 1,676,300 1.676,300 1,957,000 1,957,000 3.745,000 3.745,000 2.691,250 2,691.250 234.000 234,000 3,240.711 3,313.121 302,000 302,000 106,000 106.000 42.662,585 42.734,995 OTHER FUNDS 17 DEBT SERVICE 4.055,343 18 INFORMATION SERVICES 481.656 19 INFO SVCS. COMPUTER REPL. RESRV. 218.800 20 JCCOG 335,720 21 EQUIPMENT MAINTENANCE 1.240.000 22 EQUIPMENT REPLACEMENT RESERVE 903.000 23 FIRE EQUIP REPLACEMENT RESERVE 16.265 24 CENTRAL SERVICES 651,025 25 ASSISTED HOUSING 4,018.497 26 ENERGY CONSERVATION 27 RISK MANAGEMENT LOSS RESERVE 701.045 28 HEALTH INSURANCE RESERVE 2,573.500 29 SPECIAL ASSESSMENTS 30 ROAD USE TAX 4,100,000 31 EMPLOYEE BENEFITS 4.064.233 32 PUBLIC SAFETY RESERVE 120.000 33 CDBG. METRO ENTITLEMENT 1.527.406 34 RISE REPAYMENT FUND 13.391 36 VILLA GARDENS 62,000 TOTAL OTHER FUNDS 25.081.881 3.888.873 (166.470) 4.737.208 4,667.636 481.656 707.157 707.157 246,800 28.000 186,821 211.821 335.720 353.450 353,450 1.240.000 1,275,000 1,275,000 903.000 - ~ 923,000 923,000 16,265 16.672 16,672 651,025 684,076 684.076 4,01g,000 503 4.095,000 4.019.000 701.045 2,573.500 4.100.000 4,064.233 120.000 1.527,406 13.391 62.000 24.943.914 (137,967) 720,577 720.577 2.676,500 2.676.500 4.400.000 4,400.000 4,297.549 4,297,549 90,000 90,000 1.486.622 1.486,622 13,391 13.39I 62,000 62.000 26,725,033 26,604,461 36 CAPITAL PROJECTS GRAND TOTAL 24,121.715 7.095,802 24.159.127 117.111.893 37,412 47,976,715 47,976,715 16.091 146.719,514 146,628.561 Change (42,791) 72.410 7~.410 (69,572) 25.000 (76.000) -! (120,572) (90,953) FY99 PROJECTED Dec 95 Feb 96 Original Revised 29,971,375 29.948,082 Change (23,293] 2,952.400 2.952,400 1,107.033 1.107.033 12,119,476 12.119,476 6,457.594 6.457.594 8,874,451 8,874.451 2.405.700 2.405,700 1.957,000 1.957.000 3,770.000 3.770,000 2,691.250 2.691,250 238.000 238,000 3.279.370 3,441.551 162.181 302,000 302.000 106.000 106.000 46.260,274 46,422,455 162,181 5,546,650 5,415.251 (131.399', 456.791 456,791 - 192,426 203.426 11.000! 374,520 374,520 1.310,000 1,310,000 943,OO0 943.000 17,089 17.089 718.282 718.282 . 4.290,000 4.019.000 (271.00C 740,694 740.694 2.779.500 2.779,500 4,500.000 4.500.000 4,337,938 4,337,938 50,000 50.000 1.453,762 1.453.762 13.391 13.391 62,000 62.000 27,786.043 27.394.644 (391,399) 6,617.715 6,617,715 110,635,407 110,382.896 (252.511) CI1~' OF IOWA CITY SCHEDULE OF DIFFERENCES IN EXPENDITURES BY FUND BETWEEN THE ORIGINAL PROPOSED THREE YEAR FINANCIAL PLAN FY 97- FY 99 TO THE FINAL PROPOSED THREE YEAR FINANCIAL PLAN API ~R CITY COUNCIL AND ADMINISTRATIVE ADJUSTMENTS FY97 BUDGET Dec 95 Feb 96 Dec 95 EXPENSES & TRANSFERS OUT Ong~nal Revised Change Original FY98 PROJECTED Feb 96 Revised 1 GENERAL FUND 28.830,264 28,946,242 115.978 29,872,177 29,962,842 ENTERPRISE FUNDS 2 PARKING OPERATIONS 3,134,417 3.153.445 19,028 3 PARKING. RESERVES 1,120.280 1.120.280 4 WASTEWATER TREATMENT OPERATION' 9.448.329 9.448.329 5 WASTEWATER RESERVES 5.039.739 5.039.739 8 WATER OPERATIONS 5.524.519 5.524.519 7 WATER CUSTOMER DEPOSITS 8 WATER.RESERVES 443.333 443,333 9 REFUSE COLLECTION OPERATIONS 1.907.180 1.906.180 (1.000) 10 LANDFILL OPERATIONS 3,394.776 3.394,776 11 LANDFILL RESERVES 178.138 178,138 12 AIRPORT OPERATIONS 245,680 245,680 13 TRANSIT OPERATIONS 3,133.306 3.315.306 182.000 14 TRANSIT RESERVES 204,000 231,370 27,370 15 BROADBAND TELECOMMUNICATIONS 308.484 310.984 2.500 16 BROADBAND TELECOM. RESERVES 6.494 6.494 TOTAL ENTERPRJISE FUNDS 34.088.675 34.318.573 229.898 OTHER FUNDS 17 DEBT SERVICE 4.205.537 3,893.721 (311.818) 18 INFORMATION SERVICES 481.656 481.655 (1) 19 INFO SVCS COMPUTER REPL RESRV 218.800 194,300 (24.500} 20 JCCOG 335.389 335.218 (171) 21 EQUIPMENT MAINTENANCE 1,246.704 1,246,704 22 EQUIPMENT REPLACEMENT RESERVE 654.034 654,034 23 FIRE EQUIP REPLACEMENT RESERVE 24 CENTRAL SERVICES 635,594 635,594 25 ASSISTED HOUSING 4.135.668 3,974,263 (161.405) 26 ENERGY CONSERVATION 1.000 (1.000) 27 RISK MANAGEMENT LOSS RESERVE 552,852 552.852 28 HF_ALTH INSURANCE RESERVE 2.382,434 2.382.434 29 SPECIAL ASSESSMENTS 524 524 30 ROAD USE TAX 4.440,914 4.355.914 (85.000) 31 EMPLOYEE BENEFITS 3.789.857 3,789.857 32 PUBLIC SAFETY RESERVE 457.215 457.215 33 CDBG, METRO ENTITLEMENT 1,560.637 1.560.637 34 RISE REPAYMENT FUND 13.391 13.391 35 VILLA GARDENS 62.000 62.000 TOTAL OTHER FUNDS 25.174,206 24,590.313 24.121.715 24.159,127 36 CAPITAL PROJECTS (583,893) 37.412 (200.605) 3.203.350 912.271 10.181.924 5.811.874 6.174,449 1.372.250 1,967,675 3.448,342 1,681,370 232,926 3,223.767 314.639 38.524.837 4.934,815 707,166 142,000 353,653 1.297.735 1.193,141 640,548 4,274,823 1,000 571.301 2,453.907 4.456.407 4.014.302 790.221 1,486,622 13,391 62,000 27.393,032 47.976.715 I43,766.761 GRAND TOTAL 112.214,860 112.014.255 3.223,445 912,271 10,181,924 5.811,874 6,174,460 1,372,250 1,967,675 3.448,342 1,681,370 232.926 3.411.577 314,839 38.732.753 4.642.176 707.165 117,000 353,581 1,297.735 1.193.141 640.548 4.043.407 571.301 2,453.907 4,456,407 4,014,302 790,221 1,486,622 13,391 62,000 26,842,904 47.976.715 143.515.214 Change 90,665 20,095 11 187.810 207,~1'6 (292.639) (1) (25.000) (72) (231.416) (1.000) (550,128) (251.547) FY99 PROJECTED Dec 95 Feb 96 Original Revised Change 30.850.884 31.015,249 164.365 3,294,440 3,315.667 21.227 1,160.838 1,160,838 10.478.041 10.478,041 6.430,079 6.430.079 6.992.422 6.992.443 21 1.540.300 1,540.300 2.032.439 2,032.439 3.504,529 3,504,529 185.852 185.852 237.416 237.416 3.335.424 3,529.314 193,890 329.569 329.569 39,521,349 39,736.487 215,138 5.728,994 5,446.648 (282.3~ 456,791 456,790 (1 194.900 101,000 (93,900) 372.999 372,922 (77) 1,351,191 1,351.191 1.543.500 1.543,500 677,236 677,236 4.419,132 4,114.954 (304,178 1.ooo (I,OOO) 590.451 590.451 2,527.524 2.527.524 -i 4,060.533 4.060,533 4.253.703 4.253,703 832,228 832,228 1.453,762 1.453,762 13.391 13,391 62,000 62.000 28,539.335 27,857.833 (681,502~ 6,617.715 6.617.715 105.529.283 105,227,284 (301.999', CITY OF IOWA CITY FY97 - FY99 PROPOSED FINANCIAL PLAN RECONCILIATION OF CITY MANAGER'S ORIGINAL PROPOSED TO CURRENT PROPOSED AFTER CITY COUNCIL AND ADMINISTRATIVE ADJUSTMENTS FUND/REVENUE/EXPENDITURE DESCRIPTION FY 97 FY 98 FY 99 BUDGET BUDGET BUDGET GENERAL FUND: REVENUES: Total per City Manager's Proposed Budget Adjustments: Property taxes-based on County Auditor's Valuation report (72.871} Admin Expense Chargeback * from 'Charges for Services" 107,575 Police Services 7,524 Fees, Contracted Services 4,190 Federal Crime Grant 37,741 Animal Control Services 17,817 Transfer-Employee Benefits Transfer (45,265) Charges for Services - moved to 'Admin Chargeback" (107.575) Total Proposed General Fund Revenues $28,674,132 EXPENDITURES: Total per City Manager's Proposed Budget Adjustments: Personal Services: Human Rights Investigator (1/2 time) Animal Control. Health Insurance change Sub total - Personal Services Changes Commodities. Services & Charges: information Services funding - from Transfers Out information Services - Revisions to Police Computers Convention Bureau Expense to 100,000/yr {25% less 101(} Police expense to start funding computer replacement Miscellaneous - Parks Sub-total Commodities, Services & Charges Changes Capital Outlay: Eliminate CEBA loan prat to state Add Replacement of Animal Control Cat Cage Move Cemetery Chair Purchases to FY96 St. Center flooring - add'l to replace with commafinal grade Sub-total Capital Outlay Changes Transfers Out: Information Services Funding - is an exp. rather than transfer Transfer to Transit- Taxes and subsidy Sub-total Transfer Out Changes Calculated Change Total per Final Budget Total Proposed General Fund Expenditures $28,724,996 $29,355,181 $29,971,375 $28,83O.264 (73,851) (76,090) 110,802 114,126 7,900 8,295 10.835 32,864 39,628 41,609 20,225 19,933 (47,528) (49,904) (110,802} (114,126} 929,312,390 829,948.082 929,872,177 830,8§0,884 22,097 23,410 24,805 3.215 3,341 3,472 25,312 26,751 28,277 519.076 707,167 456,791 (22,000) (25,000) (39,000} (10,000} (13,300) {16,699} 50,000 49,808 49,610 (4} (4) (4) 537,072 718,871 450,698 (20,000) (20,000) (20,000} 6,000 {970) 15,130 160 {20,000l (20,000) (519.076) (707,167} (456.791) 72.510 72,410 162,181 (446,566) {634,757} {294.610} (446.566) (634,757) (294,610} 2.706,003 2,835,011 2,839,191 828,946,242 929,962,842 831,015,249 RECON97.XL$ CITY OF IOWA CiTY FY97 - FY99 PROPOSED FINANCIAL PLAN RECONCILIATION OF CITY MANAGER'S ORIGINAL PROPOSED TO CURRENT PROPOSED AFTER CITY COUNCIL AND ADMINISTRATIVE ADJUSTMENTS FUNDIREVENUEIEXPENDITURE DESCRIPTION ENTERPRISE FUNDS: REVENUES: Total per City Manager's Proposed Budget Adjustments: Increase Transit Fares (6 month adjustment) Transit - General Fund subsidy * $amount for evening service Transit -Decr. Transit Levy, per Auditor's Valuation report Total Proposed Enterprise Fund Revenues EXPENDITURES: Total per City Manager's Proposed Budget Adjustments: Parking - Increase salaries for vacant cashier position Refuse - Portable radio moved up to FY96 Transit - Add back amount for evening service Transit o SEATS service additional amount Water Fund - Miscellaneous adjustment Transit Reserve -Incr. transfer to bus purchase CIP account Cable TV - Add back software from I.S. replacement fund Total Proposed Enterprise Fund Expenditures FY 97 FY 98 FY 99 BUDGET BUDGET BUDGET $39,167,210 $42,662,585 $46.260,274 95,000 80,000 80,000 170,000 (7,490) (7,590} (7,819) $39,334,720 942,734,995 $46,422,455 $34,088,675 938,524,837 $39,521,349 19,028 20,O95 21,227 (1,000) 80,000 80,000 80,000 102,000 107,810 113,890 11 21 27,370 2,500 934,318,573 938,732,753 $39,736,487 OTHER FUNDS: REVENUES: Total per City Manager's Proposed Budget Adjustments: Assisted Housing revenue adjustments Debt Service- Property tax, revised debt ~ssue projections Information Services - revised funding Total Proposed Other Fund Revenues EXPENDITURES: Total per City Manager's Proposed Budget Adjustments: Assisted Housing adjustments Debt Service - Decreased principal/interest amount JCCOG - Miscellaneous adjustments Road Use Tax- Rewse funding to CIP Information Services - Revised Police Computer cap~tal outlay & remove Assisted Housing computer purchases from th~s fund. Energy Conservation - Eliminate Expense Total Proposed Other Fund Expenditures GRAND TOTAL - OPERATING BUDGET Total Operating Revenues after Adjustments Total Operating Expenditures after Adjustments 825,081,881 926,725,033 927,786,043 503 (76,000) J271,000) (166,470) (69,572) (131,399) 28,000 25,000 11,000 924,943,914 926,604,461 $27,394,644 825,174,206 $27,393,032 $28,539,335 (161,405) (231,416) (304,178) {311.816) (292,639) (282.346) {171} (72} (77) (85,000} (24,501) (25,001) (93,901) (1.000) ( 1,000) (1,000) 924,590,313 926.842,904 892,952,766 887,855,128J 898,851,846 895,538,499 $27,857.833 8103,765,181 $98,609,569 RECON9?.XLS CITY OF IOWA CITY FY97 - FY99 PROPOSED FINANCIAL PI.AN RECONCILIATION OF CITY MANAGER'S ORIGINAL PROPOSED TO CURRENT PROPOSED AFTER CITY COUNCIL AND ADMINISTRATIVE ADJUSTMENTS FUND/REVENUE/EXPENDITURE DESCRIPTION CAPITAL IMPROVEMENT PROJECTS {CIP) REVENUES: Total per City Manager's Proposed Budget Correct various CIP projects estimates Total Proposed CIP Fund Revenues/Trsnsfers in EXPENDITURES: Total per City Manager's Proposed Budget Adjustments: Correct various CIP projects estimates Total Proposed CIP Fund Expenditures FY 97 FY ~8 FY 99 BUDGET BUDGET BUDGET $24,121,715 $47,978,715 $6,617,715 37,412 $24o159,127 =)47,976,715 $6,617,715 $24,121,715 $47,976,715 37,412 $24,159,127 $47,976,715 $6,617,715 $6,617,715 RECON9/~L$ City of Iowa City MEMORANDUM DATE: February 16, 1996 TO: FROM: RE: City Council and City Manager Don Yucuis, Finance Director~ ComprehensiveAnnual Financial R~port for the Fiscal Year Ended June 30, 1995. Attached is the City of Iowa City Comprehensive Annual Financial Report for the fiscal year ended June 30, 1995. This document is prepared by the Finance Department Accounting Division and audited by Ernst and Young. Please call me at 356-5052 if you have any questions. CITY OF IOWA Iowa COMPREHENSIVE ANNUAL FINANCIAL REPORT For the Fiscal Year ended June 30, 1995 COMPREHENSIVE ANNUAL FINANCIAL REPORT CiTY OF IOWA CITY, IOWA FOR THE FISCAL YEAR ENDED JUNE 30, 199§ PREPARED BY: DEPARTMENT OF FINANCE CITY OF IOWA CITY, IOWA J'NTRODUCTORY SECTION CITY OF IOWA CITY, IOWA Table of Contents June 30, 1995 Paq~ INTRODUCTORY SECTION Table of contents ........................... 1 Listing of City officials ....................... 3 4 Organization chart .......................... Letter of transmittal ......................... 5 Government Finance Officers Association Certificate of Achievement for Excellence in Financial Reporting ........ 12 FINANCIAL SECTION Report of independent auditors .................... 13 GENERAL PURPOSE FINANCIAL STATEMENTS Combined balance sheet, all fund types and account groups ..... 14 Combined statement of revenue, expenditures and changes in fund balances, all governmental fund types and expendable trust funds ........................... 20 Combined statement of revenue, expenditures and operating transfers, non-GAAP basis - budget and actual, all budgeted funds .......................... 22 Combined statement of revenues, expenses and changes in total equity, all proprietary fund types ............... 27 Combined statement of cash flows, all proprietary fund types ............................. 28 Notes to financial statements ................... 30 COMBINING AND INDIVIDUAL FUND FINANCIAL STATEMENTS AND OTHER SUPPLEMENTAL INFORMATION Special Revenue Funds Combining balance sheet ..................... 60 Combining statement of revenue, expenditures and changes in fund balances (deficit) ................. 61 Capital Projects Funds 64 Combining balance sheet ..................... Combining statement of revenue, expenditures and changes in fund balances (deficit) ................. 65 Enterprise Funds 68 Combining balance sheet ..................... Combining statement of revenues, and changes 70 in total equity ........................ Combining statement of cash flows ................ 72 Internal Service Funds 76 Combining balance sheet ..................... Combining statement of revenues, and changes 77 in total equity ........................ Combining statement of cash flows ............... 78 Trust and Agency Funds Combining balance sheet, all trust and agency funds ....... 80 Combining statement of revenues, expenditures and changes in fund balances, all expendable trust funds .......... 81 Combining statement of changes in assets and liabilities, all agency funds ........................ 82 Other supplemental information Summary of bonded indebtedness, debt service requirements to maturity (including interest) ................ 84 -1- CITY OF IOWA CITY, IOWA Table of Contents June 30, 1995 STATISTICAL SECTION (Unau~ted) General governmental expenditures by function and transfers to other funds ..................... General governmental revenues by source and transfers from other funds ............................ Property tax budgets and collections ................. Property tax rates & tax dollars budgeted ........ property tax, road use tax & hotel/motel tax revenue ....... Assessed and estimated actual value of taxable property and exempt property ..................... Property tax rates, all direct and overlapping governments Principal taxpayers and employers ................ Special assessment collections ................. Ratio of net general obligation bonded debt to assessed value and net bonded debt per capita ................ Ratio of annual debt service expenditures for general bonded debt to total general governmental expenditures ....... Computation of direct and overlapping debt .............. Schedule of revenue bond coverage ................. Demographic statistics ........................ Property value, building permits and bank deposits .......... Miscellaneous statistical data .................... Parking rates ............................. Schedule of liability and property insurance in force ......... COMPLIANCE SECTION Report of independent auditors on the supplementary schedule of federal financial assistance .................... Schedule of federal financial assistance programs ........... Notes to schedule of federal financial assistance programs .............................. Report of independent auditors on the internal control structure based on an audit of the general purpose financial statements performed in accordance with Government Auditing Standards ..... Report of independent auditors on compliance with laws, regulations, contracts and grants based on an audit of the general purpose financial statements performed in accordance with Government Auditing Standards ........................ Report of independent auditors on compliance with the specific requirements applicable to major federal financial assistance programs ............................. Report of independent auditors on compliance with the general requirements applicable to federal financial assistance programs ............................. Report of independent auditors on compliance with specific requirements applicable to nonmajor federal financial assistance program transactions ...................... Report of independent auditors on the internal control structure used in administering federal financial assistance programs .... schedule of findings and questioned costs ........... Page 86 88 90 91 92 93 94 95 96 97 98 99 100 101 102 104 106 107 109 l10 112 113 115 116 117 118 119 122 -2- CITY OF IOWA CITY, IOWA LISTING OF CITY OFFICIi%LS J~ne 30, 1995 ELECTED OFFICIALS Mayor ........................ Susan M. Horowitz Council Member ...................... Larry Baker Council Member .................... Karen Kubby Council Member ....................... Ernie Lehman Council Member .................. Naomi Novick Council Member ...................... Bruno Pigott Council Member ................... James Throgmorton APPOINTED OFFICIALS City Manager ....................... Stephen J. Arkins City Clerk ....................... Marian K. Karr City Attorney ...................... Linda Newman Woito DEPARTMENT DIRECTORS Director Of Housing and Inspection Services ....... Douglas W. Boothroy Library Director ....................... Susan Craig Director of Planning & Community Development ........ Karin Franklin Assistant City Manager ................... Dale E. Helling Director of Parking and Transit ................ Joseph Fowler Senior Center Coordinator ................. Bette F. Meisel Airport Manager ...................... Ronald J. O'Neil Fire Chief .......................... James Pumfrey Director of public Works ............... Charles J. schmadeke Parks and Recreation Director .............. Terry G. Trueblood Chief of Police ....................... R.J. winkelhake Director of Finance .................... Donald J. Yucuis -3- City Iowa of Iowa City, Organizational (;hart Citizens of Iowa City City Council AirDort Boards & Commission Coanissloos Broadband --Teleco~nunlcatlons ----Civil Rights ----Personnel Administration ~Administratton ~BD Maintenance -~Cemetery --Forestry ----Government Buildings --Parks --Recreat,on Key City City City Attorney Manager Clerk Board of Trustees ~Admlnlstration mAccounting ~oc~nent Servi res --Information Services ---Purchasing ---Risk ~anagement ~Treasury --Administration ---Cormaunity geveiopment --JCCOG Programs ---Urban Planning ~con~mic Oevel opment ---Neighborhood Services k ransit Operations ark ~ ng I mAdmin./Training ~lre Prevention -~Fi re Suppression I --Administration Assisted --Housing Building --Administration --Animal Control ---Emergency Coalnun,rations ---Patrol --Records & Identification Energy -Conservation --Engineering -Equipment Maintenance --Solid waste ; --Streets Traffic -Engineering Wastewater --Treatment December 13, 1995 CITY OF I0 WA CITY TO the Citizens, Honorable Mayor, Members of the City Council and city Manager City of Iowa City, Iowa The Comprehensive Annual Financial Report of the City of Iowa City, Iowa (the "City") for the fiscal year ended June 30, 1995 is s~bmitted herewith in accordance with the provisions of Chapter 11 of the Code of Iowa. This report was prepared by the City's Finance Department. Responsibility for both the accuracy of the data presentedand the completeness and fairness of the presentation, including all disclosures, rests with the City. We believe the data, as presented, is accurate in all material aspects, is presented in a manner designed to fairly set forth the financial position and results of operations of the City, as measuredby the financial activities of its various funds and that all disclosures necessary to enable the reader to gain the maximum understanding of the City's financial activities have been included. This report is organized into four sections: introductory, financial, statistical and compliance. The introductory section contains the table of contents, listing of City officials, an organizational chart and this letter of transmittal. The financial section contains the report of the independent auditors, the general purpose financial statements, the notes to the financial statements and the combining and individual fund financial statements. The statistical section contains comprehensive statistical data which is intended to provide a broader and more complete understanding of the financial and economic trends of the City. The City is required to undergo an annual single audit in conformity with the provisions of the Single Audit Act of 1984 and U.S. Office of Management and Budget ("OMB") Circular A-128, Audits of State and Local Governments. Information related to this single audit, including the schedules of federal financial assistance, findings and questioned costs, and auditors' reports on the internal accounting and administrative controls and compliance with applicable laws and regulations, are included in the compliance section of this report. Chapter 11 of the Code of Iowa requires an annual audit of the financial condition and transactions of the City. This requirement has been complied with and the auditors' opinion is included in this report. It must be emphasized that this opinion includes all fund types and account groups of the City and the results of all the fund types operations and cash flows of its proprietary fund types for the year ended June 30, 1995. In the opinion of our auditors, the financial statements are presented fairly and are in conformity with generally accepted accounting principles. The Reporting Entity and its Services The financial statements and schedules include the financial activities resulting from the provision of services through the City's 14 basic departments which are under the control of the City Council: Administration Airport City Attorney City Clerk Finance Fire Housing & Inspection Services Library Parking & Mass Transportation Parks & Recreation Plarn~ing & Community Development Police Public Works Senior Center The Airport is administered by a Commission, the Library by a Board of Trustees, the City Clerk and City Attorney administer their respective functions and the City Manager administers all the other departments. The Mayor's Youth Emplo!rment Program and Project Green each act under the direction of an autonomous Board, and do not otherwise meet the component unit criteria described in the Notes to Financial Statements. The City does, however, act as financial custodian for the funds of these entities and, therefore, includes them in its general purpose financial statements. This report does not include financial statements of the Iowa City Community School District or the Iowa City Conference Board which governs the City Assessor's Office, as they are administered by independent and autonomous Boards and are not legally a part of the City or subject to control by the City Council. Economic Condition and Outlook The City's economic strength is based upon education, medical services and diversified manufacturing. The University of Iowa is the largest employer with over 20,000 employees and the University of Iowa Hospitals and Clinics is the largest University- owned teaching medical center in the United States. In addition to the University, the City has a significant number of private employers which have a history of providing stable and increasing employment in the community. The stability of the University of Iowa, coupled with our soilrid base of industrial and commercial interests, will continue to help shield the City from the negative economic impacts of inflation and unemployment, as well as a weak agricultural economy. We continue to see sustained production in our major local industries. Continued economic development efforts involving the Iowa City and Coralville Chambers of Commerce, local private interests, the University of Iowa and other surrounding communities through participation as a member of the Iowa CityArea Development Group, are positive. The corridor between the City and Cedar Rapids has been identified as one of two major growth areas for new business development in the state of Iowa. Continued developments in that area have shown a favorable impact upon the City's economy. A~though there are budget challenges facing the University of Iowa, the City's economy as a whole continues to grow. Other major employers have maintained their workforce size. For the first six months of 1995, the unemployment rate for Johnson County continued to reraain low at between 2.2% and 3.0%. This compares to 2.19% and 3.2% for the same time period in 1994. The City has consistently experienced modest increases in assessed property valuations. New housing continues to be relatively strong with 189 new single-family houses added to the tax rolls for the fiscal years ended June 30, 1993, 168 in 1994 and 175 in 1995. The total residential assessed value added was over $27.4 million. This, along with the low unemployment rate, continues to be indicative of the City's economic well-being. In preparing the financial plan for the year ending June 30, 1996, the process of budget balancing has again been ~ost difficult. With the latest round of tax limitations imposed by the state, and other federaland state regulations and mandates, the municipal service needs for our growing community are difficult to satisfy. The ultimate outcome is that local financial resources are, by law, being directed to fulfill the state and federal agenda and, thereby, further lessening local discretion. In balancing the budget for the three-year period ended June 30, 1995, wherever practical, the City attempted to avoid any substantial reduction in service levels. In addition, our planning has been to maintain our current fiscal strengths and attempt to avoid an erosion of that fiscal position, such as maintenance of our Aaa bond rating. A major element which continues in the three-year financial plan is the objective to increase and strengthen the City's cash reserve position. In addition, procedures were adopted to allocate unreserved fund balances between a contingency and an undesignated fund balance. The contingency fund is available during the fiscal year for unanticipated and unbudgeted expenditures, while the undesignated fund balance is intended to be maintained as working capital. The City is committed to drawing from the undesignated fund balance only in emergency situations. This unreserved fund balance allocation along with specific budgeting techniques has allowed the City to increase or maintain fund balances over the past years. -6- The City continues to pursue cooperative efforts with other local governments. Joint funding, purchasing, planning and other efforts allow us to meet mandates for new and improved services in the future at the most reasonable cost. Joint cooperation continues for regional transportation planning, human services, solid waste management planning, a hazardous materials response program, an enhanced 911 emergency communications system, comml~nity relations and education on drug and alcohol abuse, joint operation of an animal control facility, joint operation of an indoor swimming pool facility and joint economic development efforts. While such cooperative efforts are not new in concept, the City expects to enter into more such agreements with neighboring governmental subdivisions, as well as with the University of Iowa. There are many signs that the City remains healthy and vibrant with great promise for the future. The new eye clinic at the University of Iowa Hospitals opened. We continue to see sustained production in our major local industries. Industrial and commercial interests within the community have continued to thrive. We will be challenged during the next couple of years to maintain the vitality of the City through greater economic development efforts, fiscal restraint in local government and continued cooperation among local government officials. We are confident that the City is positioning itself to better meet the needs of the community in the future through more effective long-term financial planning, as well as increasing the financial strength ~nd stability of the City. The City Council and its staff are committed to managing the City's destiny well into the future. Major Initiatives Engineering plans to build a new water treatment facility and improve the existing distribution system were started in FY95. The project costs exceed $50 million and are planned to be phased in over the next six years. Water user fees were increased by 40% on March 1, 1995 to help pay for these projects. Future annual increases are plarhned for the next five years. A new landfill cell and leachate control system totalling $2.25 million was in progress at year end. These projects are paid for from tipping fees at the landfill. Recent changes in the Federal Environmental Protection Agency regulations require that a leachate control system be in place. Recent Federal regulation changes regarding wastewater treatment required the City to develop a plan to comply with those rules. To comply, a $42 million project was proposed. This will be phased in over the next five years with phase i estimated at $28 million to begin in 1996. User fees were increased 35% on March 1, 1995 with several planned increases over the next five years to pay for the project costs. The Iowa City Municipal A/rport is in the process of upgrading their master plan. This plan will recommend improvements to the existing airport. Preliminary cost estimates total approximately $10 million. The City is unsure of the federal contribution of these renovations. They are usually shared 90% federal and 10% local. The Library is looking into expanding its existing facility. Preliminary studies will be completed in FY96. It is anticipated that the project could cost as much as $12 million but would need voter approval prior to proceeding. The Iowa City Housing Authority provides rental assistance for 880units with an annual contribution contract with the federal government of $3.7 million. Commu~xity Development Block Grant monies totalling approximately $758,000 were utilized for rehabilitation and renovation of both owner-occupied homes and rental units. Additional one-time Community Development Block Grant Funds for flood relief totalling $1.23 million were received and spent on removal and rehabilitation of homes damaged in the flood of 1993 and purchase of undeveloped parcels within the flood plain. Financial Information In developing and evaluating the City's accounting system, consideration is given to the adequacy of internal accounting controls. Internal accounting controls are designed to provide reasonable, but not absolute, assurance that assets are safeguarded against loss from unauthorized use or disposition, transactions are executed in -7- accordance with management's authorization and recorded properly to permit the preparation of the general purpose financial statements in accordance with generally accepted accounting principles. The concept of reasonable assurance recognizes both that the cost of a control should not exceed the benefits likely to be derived and also that the evaluation of costs and benefits requires estimates and judgments by management. All internal control evaluations occur within the above framework. We believe that the City's internal accounting controls adequately safeguard assetsand provide reasonable assurance of proper recording of financial transactions. The City maintains its day-to-day accounting records on the modified cash basis. However, this report is prepared on a modified accrual basis for the governmental, expendable tin/st and agency operations and on the full accrual basis for the City's enterprise and internal service activities. Single Audit: As a recipient of federal financial assistance, the City is responsible for ensuring that adequate internal controls are in place to ensure compliance with applicable laws and regulations related to those programs. These internal accounting and administrative controls are subject to periodic evaluation by the City's management. The results of the City's single audit for the fiscal year ended June 30, 1995 provided no instances of material weaknesses in the internal controls or significant violations of applicable laws and regulations based upon the audit of the general purpose financial statements. Budgst~ The City adopts a two-year budget which includes both operations and capital improvements. The state requires at least a one-year operating budget. While legal spending control is exercised at the program level, management control is exercised on a major objective of expenditure basis at budget decision %u%it levels within funds. Encumbrance accounting is utilized in all funds for budgetary control. Encumbrances outstanding at year-end for the governmental fund types are reflected as reservations of the fund balances. Appropriations which are not encumbered lapse at the end of the year. Retirement Plans: With the exception of police and fire employees, substantially all permanent City employees are covered by the Iowa Public Employees Retirement System ("IPERS"). The state annually sets the contribution rate for all municipal entities and covered employees. All covered employees are required to contribute 3.7% of a maximum salary of $41,000, while employers contribute 5.75%. There is no allocation or measurement of unfunded liability to any municipal entity and, upon the retirement of employees, the IPERS has the sole responsibility for their benefits. The City has no responsibility to pay employee pension benefits of the IPERS system besides the required contribution. The police and fire employees are covered by the Municipal Police and Fire Retirement System of Iowa ("MPFRSI"). This state-wide system is a cost-sharing multiple-employer public employee retirement system. The state annually sets the contribution rate for all municipal entities and employees. The City has no responsibility to pay employee pension benefits of MPFRSI besides the required contribution. Comparative information concerning the contributions made to the pension and retirement systems for the year ended June 30, 1995 is as follows: MPFRSI IPERS Employees' contributions Employer's contributions Covered payroll Number of employees Contributions as a percentage of active member payroll: City Employees $ 327,751 $ 488,454 744,100 758,122 3,985,561 13,200,740 107 583 18.71% 5.75% 8.1-8.35 3.70 -8- ~eneral Governmental Financial Analysis: Revenue and transfers from other funds for general governmental functions (General Fund, Special Revenue Funds and Debt Service Fund) totaled $43,690,000 for the year ended June 30, 1995, an increase of 9.7% over 1994. Property taxes accounted for $18,470,000, 42.3% of the total. The 7.8% increase in property taxes was added primarily to the General Fund to meet inflationary costs. Intergovernmental and use of moneyand property revenues increased by 16.1% and 45.0% or $1,787,000 and $422,000, respectively, due to two large construction grants in the Housing Authority Fund and higher fund balances and interest rate yields. A con~parative summary of the general governmental revenue and transfers from other funds is as follows: Percent Increase Percent of (Decrease) of Increase 1995 Total From 1994 (Decrease) (in thousands) (in thousands) Property taxes Licenses and pe1~mits Intergovernmental revenue Charges for services Use of money and property Miscellaneous Transfers from other fu/~ds Total $18,470 42.3% $ 1,336 7.8% 605 1.4 41 7.3 12,860 29.4 1,787 16.1 2,689 6.2 126 4.9 1,359 3.1 422 45.0 1,574 3.6 (78) (4.7) .6~133 14.0 226 3.8 $43,690 100.0% $3,860 9.!% Expenditures and transfers to other funds for general governmental functions (General Fund, Special Revenue Funds and Debt Service Fund) totaled $40,825,000 for the year ended June 30, 1995, an increase of $2,091,000, or 5.4% over 1994. Capital outlay increased by 78.8% due to the Housing Authority Fund's acquisition of land for housing construction projects. A co~q~arative summary of general governmental expenditures and transfers to other funds is as follows: Percent Increase Percent o~ (Decrease) of Increase 1995 Total From 1994 (Decrease) (in thousands) (in thousands) Current Operating: Community protection $ 8,776 21.5% $ 424 Human development 5,558 13.6 51 Home and comm%lnity environment 8,194 20.1 423 Policy and administration 4,592 11.2 84 Capital outlay 2,360 5.8 1,041 Debt Service: Principal 1,808 4.4 (14) Interest 559 1.4 33 Transfers to other funds 8,978 22.0 49 Total $40,82~ ~00.0% ~ 091 5.1% 0.9 5.5 1.9 78.8 (0.8) 6.3 0.5 5.4% Enterprise Funds~ The City has seven enterprise funds. Enterprise funds operate primarily from user charges for services. In the Sanitation Fund, the solid waste disposal fees did not increase during the year ended June 30, 1995. In the Parking Fund, parking fees did not increase during the year ended June 30, 1995. The Water Fund increased its fees approxi~tely 25% to 40%. The Wastewater Treatment Fund increased its fees approximately 35%. The Mass Transportation and Airport Funds operations continue to be heavily subsidized by transfers of property tax revenues from the General Fund. These transfers represent 58% and 63% of these funds' total revenue, respectively. Debt ~%~m~nistration: The ratio of net general obligation bonded debt to assessed valuation and the amount of net tax supported debt per capita are useful indicators of the City's debt position to management, citizens and investors. the City as of June 30, 1995 were as follows: Ratio of Net Tax Supported Debt to Assessed Value These statistics for Net Tax Supported Debt Per Net tax supported debt $10,662,023 $4.71 : $1,000 $170 Outstanding general obligation bonds as of June 30, 1995 totaled $23,655,000, of which $5,771,365 issued for wastewater treatment improvements will be funded by the Wastewater Treatment Fund, and $7,221,612 issued for water improvements will be funded by the Water Fund. Tables in the statistical section of this report present more detailed information about the debt of the City. The City continues to have the same excellent bond rating on its general obligation bonds that it has had'for the past several years. This rating is given to those bonds judged to be of the best quality and carrying the smallest degree of investment risks. The City's bond ratings by Moody's Investors Services, Inc. as of June 30, 1995 were as follows: General obligation bonds Aaa Parking revenue bonds A Wastewater treatment revenue bonds A Capital Projects ~hmds~ During the fiscal year ended June 30, 1995, $4,629,000 was expended for capital outlay, of which $1,288,000 was capitalized in the General Fixed Assets Account Group. The remainder was not capitalized according to the City's policy of not capitalizing infrastructure fixed assets. General Fixed Assets~ The 9enersl fixed assets of the City are those fixed assets used in the performs_nce of general governmental functions and exclude the property and eq~/ipment of the proprietary funds. AS of J%~ne 30, 1995, the general fixed assets of the City amounted to $35,204,000, as compared to $32,203,000 as of J~e 30, 1994. This amount represents the original cost of the assets and is considerably less than their present value and replacement cost. The City follows a policy of not capitalizing infrastructure fixed assets, such as streets, bridges, lighting systems, sidewalks and sto_~m sewers, as well as expensing individual assets with a cost of less than $500. Depreciation is not recorded for general fixed assets. Cash Management: The majority of the City's investment activity is carried on by the City's investment pool except for those funds which are reckired to maintain their investments separately. This pooled concept provides for greater investment earnings which are then allocated on a systematic basis. For the year ended June 30, 1995, the City earned $2,847,000 from all investments, an increase of $813,000 from the prior year. The following table shows how this was allocated by fund type for the fiscal years 1995 and 1994: 1995 1994 Investment Investment Fund T~;De Earnings Ea~ninqs (in thousands) (in thousands) Governmental $1,288 $1,168 Proprietary 1,547 863 Fiduciary O 3 Totals ~2,830. Risk Management: The City completed its eighth full year under a property and liability insurance program that provides for a $100,000 self-insured retention per occurrence, with an annual aggregate retention of $610,000. The insurance provides coverage for claims in excess of $100,000 per occurrence to a maximum of $5,000,000 annual aggregate. The operating funds pay a/mual premiums to the Loss Reserve Fund, -10- which is accounted for as an internal service fund. The balance in the Loss Reserve Fund is available to cover the self-insured retention amounts and any uninsured losses. For the past eight years that the City has had this insurance coverage, the accumulated 10ss ratio for paid claims was 5% of the aggregate loss reserve amount. The total assets in the Loss Reserve Fund as of June 30, 1995 was $3,501,000. Independent Audit~ Chapter 11 of the Code of Iowa requires an annual audit to be performed. The independent public accounting firm of Ernst & Young LLP was selected by the City. In addition to meeting the requirements set forth in chapter 11, the audit also was designed to meet the requirements of the Single Audit Act of 1984 and related OMB Circular A-128. The auditor's report on the general purpose financial statements and combining and individual fund statements and schedules is included in the financial section of this report. The auditor's reports related specifically to the single audit are included in the compliance section. Certificate of Achievement The Government Finance Officers Association of the United States and Canada ("GFOA") awarded a Certificate of Achievement for Excellence in Financial Reporting (the "Certificate") to the City of Iowa City, Iowa for its comprehensive annual financial report for the fiscal year ended June 30, 1994. The Certificate is the highest form of recognition for excellence in state and local financial reporting. In order to be awarded the Certificate, a governmental unit must publish an easily readable and efficiently organized comprehea%sive annual financial report, whose contents conform to program standards. Such comprehensive annual financial report must satisfy both generally accepted accounting principles and applicable legal require- ments. The Certificate is valid for a period of one year only. The City has received the Certificate for the last ten consecutive years. We believe our current report continues to conform to the Certificate requirements and we are submitting it to GFOA to determine its eligibility for another certificate. Acknowledgements The preparation of this report could not have been accomplished without the efficient and dedicated services of the entire staff of the City's Finance Department. We would like to express our appreciation to all members of the department who assisted and contributed to its preparation. We want to especially recognize the contributions of Senior Accountants, Ann Maurer and Regina Schreiber. In addition, we would like to commend Sara Sproule, Senior Ac6ountant, Treasury, for her work with cash, investments and interest income. The final document's professional quality is attributable to the fine efforts of the Document Services Division and the Central Procurement and Services print shop, in particular, Judy Mills. We would also like to thank the Mayor, the members of the City Council and the City Manager for their interest and support in planning and conducting the financial operations of the City in a responsible and progressive manner. Respectfully submitted, Certificate of Achievement for Excellence in Financial Reporting Presented to City of Iowa City, Iowa For its Comprehensive Annual Financial Report for the Fiscal Year Ended June 30, 1994 A Certificate of Achievement for Excellence in Financial Reporting is presented by the Government Finance Officers Association of the United States and Canada to government units and public employee retirement systems whose comprehensive annual financial reports (CAFRs) achieve the highest standards in government accounting and financial reporting. President Executive Director Fi~NANCIAL SECTION E $ &You G u? Sude 3400 801 Grand Avenue Des Moines. Iowa 50309-2764 Phone- 515 243 2727 Report of Independent Auditors The Honorable Mayor and Members of the City Council City of Iowa City, Iowa We have audited the a~companying general purpose financial statements of the City of Iowa City, Iowa as of and for the year ended June 30, 1995, as listed in the table of contents. These f'mancial statements are the responsibility of the City's management. Our responsibility is to express an opinion on these financial statements based on our audit. We conducted our audit in accordance with generally accepted auditing standards, Chapter 11 of the Code of Iowa and Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the general purpose financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall general purpose financial statement presentation. We believe that our audit provides a reasonable basis for our opinion. In our opinion, the general purpose financial statements referred to above present fairly, in all material respects, the financial position of the City of Iowa City, Iowa at June 30, 1995, and the results of its operations and the cash flows of its proprietary fund types for the year then ended in conformity with generally accepted amounting principles. Our audit was made for the purpose of forming an opinion on the general purpose financial statements taken as a whole. The combining and individual fund financial statements and other supplemental information, as listed in the table of contents, are presented for purposes of additional analysis and are not a required part of the general purpose financial statements of the City of Iowa City, Iowa. Such information has been subjected to the auditing procedures applied in our audit of the general purpose financial statements and, in our opinion, is fairly stated in all material respects in relation to the general purpose financial statements taken as a whole. The information included in the statistical section, as listed in the table of contents, is presented for purposes of additional analysis and is not a required part of the general purpose fmancinl statements. Such information has been compiled from City records by City personnel, has not been subjected to the auditing procedures applied in our audit of the general purpose financial statements and, accordingly, we express no opinion on it. In accordance with Government Auditing Standards, we have issued a report dated December 13, 1995 on our consideration of the City's internal control structure and a report dated December 13, 1995 on its compliance with applicable laws and regulations. December 13, 1995 -13- CIT~ OF IO~% CIT~, IoWA COMBINED BALANCE SHEET ALL FUND T~P~S AND ACCOUNT (~{OUPS June 30, 1995 (amounts expressed in thousands) Gov~z~m~nta~ Fund T~oes O~her Debits Sl~e~al Debt Capital Revenue Service Projects Assets: Cash on hand Equity in pooled cash and investments Receivables: Property taxes Accounts and urnbilled usage Interest Special assessments Notes Advances to other funds Due from other governments Inventories Restricted assets - Equity in pooled cash and investments Property and equipment: Land Buildings and structures Improvements other than buildings Equipment and vehicles Accumulated depreciation Construction in progress Other debits: A~ount available in Debt Service Fund ~mount to be provided for the payment of general long-term debt 2 9,199 234 1,067 146 20 369 39,059 9,085 551 52 38 79 48 184 - 55 - 65 - - Total assets and other debits $ 50,096 $ 10,112 $ 637 5,886 72 10 $ 5,968 '14- Xn~.ernal Enterprise Service F£~u~iar~ Fund Types and A~count Groups ~neral ~neral Total F:~xed Long-Term (Memorandum Assets Debt Only) 2 $ - 15,064 3,591 1,969 35 425 51 3,027 - 16 - 239 453 3,087 31 $ - $ - $ 4 46,463 324 3,198 880 20 55 3,092 1,018 692 12,059 2,119 - - 53,237 7,123 45 3,387 10,555 52,845 555 20,818 74,218 45,118 50 992 46,160 11,171 5,700 7,450 24,321 (29,162) (3,303) - - (32,465) 6,375 - 2,557 - 8,932 504 11,787 $ 126,271., $ 9,296 $ 3,120 $35,204 $ 12,291 See accompanying notes. -15- 504 11,787 $ 252,995 (continued) June 30, 1995 (amounts e.~pressed in thousands) (continued) Llab~li~Les, Equity and oth~r Liabilities: Accounts payable Contracts payable Accrued liabilities Advances from other funds Due to other governments Due to agency Deferred revenue: Property taxes Special assessments Other Deferred compensation payable Liabilities payable from restricted assets: Interest payable Deposits Bonded debt payable Other long-tem debt payable Governmental Fund T~pes ~anerml Revenue Sezwice ProSects $ 170 $ 66 $ 13 $ 71 10 202 797 874 32 10 410 - - 2,544 136 30 22 - 20 - - 288 - 48 - 38,414 - - - - 50 Total liabilities $ 40,322 $ 330 $ 133 $ 3,422 -16- In~=nal EntQrpri~e Service $ 108 $ 126 535 - 14,120 1,303 138 - 85 1,447 349 56,925 $ 73,707 Fiduciazy Fu~d TMpeS A~aoun~ G~oups ~eneral General To~ T~s~ ~d Fix~ Long-Te~ $ - $ - $ - $ 554 - - - 1,544 26 - 1~549 17,914 - - - 3,092 - - - 85 167 - - 167 - - - 188 - - - 20 - - - 336 2,917 - - 2,917 $ 1,429 $ 3,110 - - 1,447 - ~ 38,763 - 10,662 67,637 - 80 80 $ - $ 12,291 $ 134,744 -17- CITX OF XOW~ CIT~, IOWA Ill C0MBINE~ BALANCE SHEET ALL FUND %"XP~S AND ACCOUNT ~ROUPS Liabilities, E~uity and Other creW/rs Total liablilities forwarded Equity a~d other credits: Investment in general fixed assets Contributed capital Retained earnings: Reserved by bond ordinance Reserved for health insurance Unreserved Fund balances: Reserved for: Encumbrances Long-term receivables Employee retirement commitments Johnson County Council of Governments Perpetual care Unreserved: Designated for future improve- ments Undeslgnated Total equity and other credits June 30, 1995 amounts expressed in thousands) (continued) Gove~nu~n'cal Fund T~oes Speoial Debt Capital ~eneral Revenue Service Projects $40,322 $ 330 $ 133 $ 3,422 $ $ - $ - $ 163 2,171 - 1,786 65 - 5,084 - 64 581 - 8,966 2,462 504 760 $ 9,774 $ 9,782 $ 504 $ 2,546 Total liabili- ties, and equity and other credits $ 50,096 $ 10,112 $ 637 $ 5,968 -18- Intez~al Trust and Enterprise SetrAce Agenc~ $ 73,707 $ 1,429 $ 3,110 A~count Groups ~eneral ~eneral Total Fixed Long-Term (Memorandum Assets Debt Only} $ - $ 12,291 $ 134,744 [ 31,127 2,212 $ 35,204 $ $ 35,204 - 33,339 [ 10,263 - - 2,119 11,174 3,536 10 10,263 2,119 14,710 4,120 65 5,084 10 64 581 12,692 $ 52,564 $ 7,867 10 $ 35,204 $ 126,271 $ 9,296 $ 3, 120 $ 35,204 See accompanying notes. -19- 12,291 $ 118,251 $ 252,995 (continued) CITY OF IOWA CITY, IOWA C~INED STATEMENT OF REVENUES, FD~ENDXTDRES AND CNAN~ES ~N FUND ~ALANCES ALL ~O~ERNM~NTAL FUND T~PE8 ~/~D EXF~NDABLE TRUST FUNDS Year ended June 30, 1995 (amounts expressed in thousands} ~overnmental Special ~ene~al Revenue Property taxes Licenses and permits Intergovernmental Charges for services Use of money and property Miscellaneous Total revenues $13,245 $ 2,857 605 2,137 10,723 2,609 80 533 719 1,300 255 $ 20,429 $ 14,634 EXpenditures Current operating: Co~nunity protection Human development Home and community environment Policy and administration Capital outlay Debt service: Principal Interest Total expenditures $ 8,776 $ - 5,558 - 2,655 5,539 4,354 238 660 1,700 $ 22,003 $ 7,477 Excess (deficiency} of revenues over (under) expenditures $ (1,574) $ 7,157 other Financing Sources (Uses) Operating transfers: From other funds (To) other funds Net bond proceeds Total other financing sources (uses) 6,034 $ 7 (2,430) {6,548) 3,604 $ [6,541] Excess (deficiency) of revenues and other financing sources over (under) expenditures and other financing sources (uses) $ 2,030 $ 616 Fund Balances, Beginning 7,752 9,166 Residual equity transfers out (8) Fund Balances, Ending $ 9,774 $ 9,782 -20- !'- F. L 1_ Fund ~pes Service $ 2~ 368 ~ - - 635 - [3 107 227 19 78 $ 2,494 $ 953 - 4,629 1,808 - 559 - $ 2,367 $ 4,629 $ 127 $ (3,676) $ 92 $ 2,919 - (1,369) - 1,538 $ 92 $ 3,088 Fiduoiaz~ Fund Total Ex~endable (M~morandvm Trust only) $ - $ 18,470 - 605 144 13,639 1 2,703 4 1,590 - 1,652 149 $ 38,659 - $ 298 2 300 8,776 5,558 8,492 4,592 6,989 1,808 561 36,776 $ (151) $ 1,883 $ 135 $ 9,187 (10,347) 1,538 $ 135 $ 378 $ 219 $ (588) $ (16) $ 2,261 285 3,134 28 20,365 - - (2) (10) $ 504 $ 2,546 $ 10 $ 22,616 See accompanying notes. -21- CITY OF ~'O~A CITY, IOWA CO~INED STATEMENT OF REVENUES, E~NDITURES A~ OPERATING TRANSFERS, NONC4%AP R~IS B~DG~T J%ND ACTUAL ALL BUDGETED FUNDS Year ended June 30, 1995 (amounts expressed in thousands) General Fund Property taxes Licenses and permits Intergovernmental Charges for services Use of money and property Miscellaneous Total revenues Expenditures/Expenses Current operating= Co~Hnunity protection Human development Home and community environment Policy and administration Tota! expenditures Other Financing Sources (uses): Operating transfers from other funds Operating transfers (to) other funds Sale of bonds, net of issuance costs Total other financing sources (uses) Excess (deficiency) of revenues and other financing sources over (under) expenditures and other financing uses - nonGAAP basis Adjustments to GAAP Excess (deficiency) of revenues ano other financing sources over (under) expenditures and other financing uses - GAAP basis Budget Actual Variance Favorable (Unfavorable) 13,282 $ 13,241 $ (41) 609 605 1,689 1,606 (83) 2,492 2,547 55 380 488 108 1,468 5,105 3,637 19,920 $ 23,592 $ 3, 672 9,239 $ 8,789 $ 450 6,101 5,810 291 4,244 7,934 (3,690) 4,753 4,408 345 24,337 $ 26,941 $ (2,604) 6,683 $ 6,904 $ 221 (3,642) (2,752) 890 935 (935) 3,976 $ 4,152 $ 176 $ {441)~ $ 803 $ 1,244. 1,227 $ 2,030 -22- Spoolel Revenue Funds varianoe Favo=shle Budget A~tual (Unfavorable) Budget Aotual $ 2,824 $ 2,855 $ 31 $ 2,377 $ 2,368 14,412 10,475 (3,937) 80 81 1 358 515 157 25 80 210 253 43 3,353 19 $ 17,884 $ 14,179 $ (3,705) $ 5,755 $ 2,467 $ - $ - $ 333 $ 333 - - 601 510 11,411 7,044 4,367 6,323 2,702 261 238 23 11,672 $ 7,282 $ 4,390 $ 7,257 $ 3,545 512 $ 526 $ !4 $ 1,493 $ 1,348 {8,933) (7,067) 1,866 {8,421) $ (6,541) $ 1,880 $ 1,493 $ 1,348 ...$ .....?,209), $ 356 $ 2,565 S {9) $ 270 260 Variance Favorable (Unfavorable $ (9; 55 3,334] $ 3,288 } $ 91 3, 621 $ 3,712 $ (.45, $ 279 $ 616 $ 219 -23- See accompanying notes. (con t i n ued) CITY OF IOWA CITY, CO~4BINED STATEMENT OF P~VENU~S, E~ENDITU~ES AND OPEP4%T~ TRANSFERS, NONGAAP BASIS BUDGET AND A~TUAL ALL BUDGETED FUNDS (continued) Year ended June 30, 1995 (amounts expressed in thousands) Capital Projects Fund Property taxes Licenses and petraIts Charges for services Use of money and property Miscellaneous Ex~enditure s/Expense s Current operating: Community protection Human development Home and community environment Policy and administration Total expenditures Other Financing Sou=ces (Uses): Operating transfers from other funds Operating transfers (to) other funds Sale of bonds, net of issuance costs Total other financing sources {uses) Excess (deficiency) of revenues and other financing sources over {under] expenditures and other financing uses - nonGAAP basis Adjustments to GAAP Excess (deficiency) of revenues and other financing sources over (under) expenditures and other financing uses - GAAP basis Budget Aotual $ - $ 1,565 746 - 13 100 164 187 77 $ 1,853 $ 1,000 466 $ 1,671 8,714 43 10,894 $ 8,906 $ (14,691) 8,500 2,715 $ Favorable (Unfavorable) $ (820] 13 64 (110) $ (853] 454 $ 12 739 932 3,343 5,371 21 22 4,557 $ 6,337 3,566 $ (5,340) (9,079) 5,612 8,432 {68) 2,919 $ 204 $ (6, 326) $ (638] $ 5,688 5O (588) See accompanying notes. -24- Bu4get Ex!se~8-hle T~ust Fund Varianee Favorable Actual (Unfavorable) 128 36~608 36,736 $ - $ 151 23 I 1 (17) (17] 36,603 $ 36,738 $ 2 - $ - $ 3,044 1,712 1,332 3,044 $ 1,712 $ 1,332 $ 187 $ 187 $ 136 $ (511 (3) (31 $ 133 $ (54] 33,879 $ 35,159 (35,175) $ 1,280 $ [16] See accompanying notes. Enterprise Funds Budget Actual Favorable (Unfavorable) $ $ - $ 943 1,511 568 ]9,486 19,835 349 1,162 1,422 260 1,134 1,018 (116) $ 22,725 $ 23,786 $ 1,061 $ - $ 34,869 27,405 7,464 34,869 $ 27,405 $ 7,464 26,809 $ 21,141 S (5,668] (21,652) (14,158) 7,494 2,482 2,482 5,157 $ 9,465 $ 4,308 (6,987) $ 5,846 (1,787) $ 4,059 $ $ $ $ 12,833 {continued) -25- CITY OF COMBINED STATE'lENT OF REVENUES, EXPENDITURES AND OPERATING TRANSFERS, NON(~IAP BASIS BUDGET AND ACTUAL ALL BUDGETED FUllS (continued) Year ended June 30, 1995 (amounts expressed in thousands] Total Funds Property taxes Licenses and permits Intergovernmental Charges for services Use of money and property Miscellaneous Total revenues Expenditures/Expenses Current operating: Community protection Human development Home and community environment Policy and administration Total expenditures Other Financing Sources (Uses): Operating transfers from other funds 0Derating transfers (to) other funds Sale of bonds, net of issuance costs Total other financing sourcos [uses) Excess (deficiency) of revenues and ether financing sources over (under) expenditures and other financing uses - nonG/%%P basis Adjustments to GAAP Excess (deficiency) of revenues and other financing sources over (under] expenditures and other financing uses - GAAP basks Budget Actual Variance Favorable (Unfavorable) $ 18,483 $ 18,464 $ (191 609 605 (4) 18,738 !4,489 (4,2491 22,058 22,477 419 2,025 2,652 627 42,960 43,075 115 $ 104,873 $ 101,762 $ (3,11!) $ 10,038 $ 9,576 $ 462 8,373 7,059 1,314 68,605 50,140 18,465 5,057 4,667 390 $ 92,073 $ 71,442 $ 20,631 $ 44,590 $ 33,621 $ {10,969) (48,9181 (33,0591 15,859 9,435 10,914 1,479 $ 5,107 $ 11,476 $ 6,369 $ 17,907 $ 41,796 $ 23,889 (35,4761 $ 6,320 See accompanying notes. -26- C:ZT~ OF TOWA CZ~ I01~. COMBINED ST. ATEI. E~T OF P. EV~'I~ EXPKNSE~ AND CHANTS IN TOTAL Year ended June 30, 1995 (amounts expressed in thousands) Opu=a~ingRevenues Charges for services Miscellaneous Total operating revenues Total Internal (Memorandum Enterprise service on1¥) $ 19,883 $ 5,356 $ 25,239 1,378 531 1,909 $ 21,261 $ 5,887 $ 27,148 O~ezat~gExpenses Personal services Commodities services and charges Depreciation Total operating expenses $ 5,888 $ 850 $ 6,738 941 1,162 2,103 6,988 3,721 10,709 $ 13,817 $ 5,733 $ 19,550 3,219 716 3,935 $ 17,036 $ 6,449 $ 23,485 Operating income (loss) $ 4,225 $ (562) $ 3,663 Nonopezating Revenues (E~penses) Gains on disposals of property and equipment Operating grants Interest income Interest expense Income (loss) before operating transfers From other funds (To) other funds Total operating transfers in (out) Net income (loss) Depreciation on assets acquired by contributed capital that reduces contributed capital $ 10 $ 8 $ 18 668 - 668 1,297 245 1,542 (3,301) (3,301) $ 2,899 $ (309) $ 2,590 $ 1,948 $ - $ 1,948 (788) (788) $ 1,160 $ - $ 1,160 $ 4,059 $ (309) $ 3,750 154 154 Total Equity, Beginning 46,290 Capital contributed during the year 2,061 TotalSqUery, ~nd/ng $ 52,564 8,164 54,454 12 2,073 $ 7,867 $ 60,431 See accompanying notes. -27- C~i'tI~D ~ O~' CA3H Fr_~W-q AT~ ~:t,0PRT. E~ARZ ~ ;Ir~ES Zos.= andact Eune 30~ (a~ount:s ex~rasaec~ ~ thousands) Operating income (loss) ?m~erp=Lso $ 4,225 Total only) (562) $ 3,663 Adjustments to reconcile operating income (loss) to net cash provided by operating activities: Depreciation 3,219 716 Changes in operating assets and liabilities: Accounts, interfund and other receivables 290 (20) Inventories (10) 183 Deposita (149} - Accounts, interfund and other payables 373 11 Accrued liabilities 594 404 Total adjustments $ 4,317 $ 1,294 Net cash provided by operating activities $ 8,542 $ 732 $ 668 1,948 (788) Nonmapital ;{~o.'L~g Activities Operating grants zeceived Operating transfers from other funds Operating transfers (to) other funds Net cash provided by noncapital financing activities 1,828 $ 6,893 (10,050) (2,515) (3,121) 536 10 (5,749) 6,246 Capital and Related Financing AattvitiQs Net bond proceeds transferred in Acquisition and construction of property and equipment Principal paid on bonded debt Interest paid on bonded debt Capital contributed Cash received from sale of equipment Transfers to restricted bond reserves Payments from restricted bond reserves Net cash used in capital and related financing activities $ (542) cash Flows ~rovid~d hy Investing Activities Interest on investments Net increase in cash and cash equivalents Cash ~ Cash Equivalents, Canh and Cash Equivalents, $ (7,750) $ {542} Suppl~ntal Noneash Dtsolosures: Capital contributed for property and equipment 3,935 270 173 (149} 384 998 $ 5,611 $ 9,274 $ 668 1,948 (788) $ 1,828 $ 6,893 (10,592) (2,515) (3,121) 536 10 (5,749) 6,246 $ (8,292} $ 1,232 $ 220 $ 1,452 3,852 410 4,262 11,212 5,300 16,512 $ 15,064 $ 3,591 $ 18,655 $ 1,692 $ 13 $ 1,705 See accompanying notes. -28- -29- CITY OF IOWA CITY, IOWA NOTES TO FINANCIAL STATE~4]~NTS June 30, 1999 1. Accounting Policies The City of Iowa City, Iowa (the "City"), was incorDorated April 6, 1853, and operates under the Council/Manager form of government. The City provides a broad range of services to citizens including general government, public safety, streets, parks and cultural facilities. It also operates an airport, parking facilities, a mass transportation system, water, wastewater treatment and sanitation utilities and a housing authority. The financial statements of the City have been prepared in conformity with generally accepted accounting principles ("GAAP") as applied to governmentunits. The Governmental Accounting Standards Board ("GARB") is the accepted standard- setting body for establishing governmental accounting and financial reporting principles. The more sig~ificant of the City's accounting policies are described below. The Reporting Entity For financial reporting purposes, the City includes all funds, account groups, agencies, boards, commissions and authorities. The City has also considered all potential component units for which it is financially accountable, and other organizations for which the nature and significance of their relationship with the City are such that exclusion would cause the City's financial statements to be misleading or incomplete. TheGovernmental Accounting Standards Boardhas set forth criteria to be considered in determining financial accountability. These criteria include appointing a voting majority of an organization's governing body, and (1) the ability of the City to impose its will on that organization or (2) the potential for the organization to provide specific benefits to, or impose specific financial burdens on the City. There were no component u_nits required to be included. Description of Funds and Account groups These financial statements include all funds and account groups ministered by the City, for which the City acts as custodian, determined to be component units of the City. owned or ad- or that were The City maintains its records on a modified cash basis of accounting under which only cash receipts, cash disbursements and encumbrances, investments and bonded debt are recorded. These modified cash basis accounting records have been adjusted to the accrual or modified accrual basis, as necessary, to prepare the accompanying financial statements in accordance with GAAP. The accounts of the City are organized on the basis of funds or account groups, each of which is cousidered to be a separate accounting entity. The fund types are governmental, proprietary and fiduciary. The account groups are general fixed assets and general long-termdebt. Each fund or account group is accounted for by providing a separate set of self-balancing accounts that comprise its assets, liabilities, equity, revenue and expenditures or expenses, as appropri- ate. The funds and account groups are presented as follows: ~overnmental Fund Types The aeneral Fund accounts for all financial resources of the City, except for those required to be accounted foz separately. The revenue of the General Fund is primarily derived from property taxes, charges for services, fines and forfeitures, licenses and permits, and certain revenue from state and federal sources. The expenditures of the General Fund primarily relate to general administration, police and fire protection, streets and public buildings operation and maintenance, and parks and recreation. -30- CITY OF IOWA CITY, IOWA NOTES TO FINANCIAL STATEMENTS (continue~) Ju~e 30, 1995 The Special Revenue Funds account for revenue derived from specific sources that are required to be accounted for as separate funds. The funds in this category include the Community Development Block Grant Fund, Other Shared Revenue and Grants Fund, Employee Benefits Fund and the Housing Authority Fund. The Debt Service Fund accounts for the accumulation of resources and for the payment of general long-term debt principal, interest and related costs. The Capital Projects Fun~s account for all resources to be used in the acquisition and construction of capital facilities and other major fixed assets, with the exception of those that are financed by proprietary fund monies. The funds in this category include the Bridge, Street and Traffic Control Construc- tion Fund and the Other Construction Fund. Proprietary Fund Types The Enterprise Funds account for operations and activities that are financed and operated in a manner similar to a private business enterprise,' and where the costs of providing goods or services to the general public on a continuing basis is expected to be financed or recovered primarily through user charges, or where the City has decided that periodic determination of revenues earned, expenses incurred, and/or net income is appropriate for capital maintenance, public policy, management control, accountability or other purposes. The various enterprise funds include the Parking Fund, Wastewater TreatmentFund, Water Fund, Sanitation Fund, Airport Fund, Mass Transportation Fund and the Broadband Telecommunications Fund. The Internal Service Funds account for goods and services provided by one department to other City departments on a cost reimbursement basis. The funds in this category are the Equipment Maintenance Fund, Central Services FLuad, and the Loss Reserve Fund. Fiduciary Fund Types The Trust and Agency Funds account for assets held by the City in a trustee or custodial capacity and include the following funds: Expendable Trust Funds Johnson County Council of Governments Trust Fund Wastewater Treatment Revenue Bonds Funded Trust Fund Agency Funds Project Green Fund Mayor's Youth Employment Program Fund Employee Deferred Compensation Fund Community Economic Betterment Account Fund Account Groups The General Fixed Assets Account Group accounts for all City general fixed assets, except for property and eqllipment associated with the operations of proprietary funds. The General Long-TermDebt Account Group accounts for all City general obligation and other long-term debt expected to be financed from governmental fu]qd types. Basis of Accounting The accounting and financial reporting treatment applied to a fund is determined by its "measurement focus". All governmental funds and expendable trusts are accounted for using a current financial resources measurement focus, which generally includes only current assets and current liabilities on the balance -31- CITY OF IOWA CITY, IOWA NOTES TO FINANCIAL STATEMENT8 (continued) June 30, 1995 sheet. The modified accrual basis of accounting is used for these funds, along with the agency fu/~ds. Under the modified accrual basis, revenue is recognized when susceptible to accrual, which is in the period in which it becomes both available (collectible within the current period or soon thereafter to be used to pay liabilities of the current period) and measurable (the amount of the transaction can be determined). Revenue accrued includes property taxes (if they are collected within 60 days after the year-end), intergovernmentaland interest earned on investments. Expenditures are recorded when the related fund liability is incurred. Principal and interest on general long-term debt are recorded as fund liabilities when due. All proprietary funds are accounted for on a flow of economic resources measttrement focus, which includes all assets and liabilities associated with the operations of these funds on the balance sheet. The accrual basis of accounting is used for these funds. Therefore, revenue is recognized in the accounting period in which it is earned and expenses are recognized in the period incurred. Proprietary funds are accounted for on the flow of economic resources measurement focus and use the accrual basis of accounting. Under this method, revenues are recorded when earned and expenses are recorded at the time liabilities are incurred. The government applies all applicable Financial Accounting Standards Board pronouncements issued on or before November 30, 1989, except those that conflict with Governmental Accounting Standards Board pronouncements, in accounting and reporting for its proprietary operations. Cash and Investments The City maintains one primary demand deposit account through which the majority of its cash resources are processed. substantially all investment activity ls carried on by the City in an investment pool, except for those funds regnired to maintain their investments separately. The earnings on the pooled investments are allocated to the funds on a systematic basis. All investments are stated at cost or amortized cost, except the investments in the Employee Deferred Compensation Fund, which are stated at market value. For the purpose of the statement of cash flows, nonrestricted investments with a maturity of three months or less are considered cash equivalents. Only restricted investments with a maturity of less than one day are considered cash equivalents. Receivables and Revenue Reco~nition Property taxes receivable are recognized at the time they are levied by the local taxing authority, the County of Johnson, State of Iowa. Property taxes levied for the fiscal year ended Jane 30, 1995 were certified on March 15, 1994, based on the 1993 assessed valuations establishing a lien date of July 1, 1993. Taxes are payable in two installments, due September 1 and March 1, with a 1% per month penalty for delinquent payment. That portion of the property taxes receivable that is recorded in the governmental fund types and similar trust funds, and that is not available for the current year's operations, is shop,n as deferred revenue. Special assessments receivable are recorded at the time of the levy, and that portion that is not available for the current year's operations is shown as deferred revenue. Interest revenue on special assessments is recognized when collected. Federal and state grants, primarily capital grants, are recorded as receivables and the revenue is recognized during the period in which the City fulfills the requirements for receiving the grant awards. Income from investments in all fund types and from accounts and unbilled usage receivables in proprietary fund types is recognized when earned. Licenses and permits, fines and forfeitures, fees and refunds, charges for services (in governmental fund types), miscellaneous and other revenues are recorded as -32~ I- ll l_' L I_ CITY OF IOWA CITY, IOWA NOTES TO FINANCI;tLSTATEMENTS (continued) June 30, 1995 revenue when received in cash because they are generally not measurable until actually received. Inventories Inventories are recognized only in those funds in which they are material to the extent of affecting operations. For the City, these are the Water Fund, Equipment Maintenance Fund and the Central Services Fund, all of which are Proprietary Fund types. Inventories are reported at the lower of cost (first-in, first-out) or ~arket. The costs of governmental fund type inventories are recorded as expenditures when purchased. Property and Eq~ipment Property and equipment in the General Fixed Assets Account Group are reported at original cost, or at fair market value at the date of donation when received as donated properties. The City follows the policy of not capitalizing infrastruc- ture fixed assets such as streets, bridges, lighting systems, sidewalks and individual assets with a cost less than $500. Depreciation is not recorded for general fixed assets. Property and equipment associated with the proprietary fund types are reported at original cost, or at fair market value at the date of donation when received as donated properties. Assets with an individual cost less than $500 are not capitalized. Depreciation is computed using the straight-line method over the following estimated useful lives: Buildings and structures 20-50 years Improvements other than buildings 15-50 years Vehicles 5-20 years Other equipment 5-30 years In the Mass Transportation Fund, the City restores to retained earnings the depreciation on certain buses that have been acquired through federal grants, by a corresponding reduction of the contributed capital. This application is limited to the depreciation on the buses acquired by these grants, as the City anticipates that these buses will be replaced through additional federal funding. property that is being acquired under lease purchase contracts has been capital- ized in the financial statements in accordance with generally accepted accounting principles. Intereat is capitalized on proprietary fund assets acquired with tax-exempt debt. The amount of interest to be capitalized is calculated by offsetting interest expense incurred from the date of the borrowinguntil completion of the project, with interest earned on invested proceeds over the same period. Bond Discount Costs incurred by proprietary fund types in connection with the issuance of bonded debt have been recorded as an asset and are being amortized over the term of the related debt. Debt issued at a discount is recorded net of the unamortized discount, with the discount being amortized over the term of the debt. Compensated Absences Permanent City employees accumulate vacation and sick leave hours for subsequent use or for payment upon death, retirement or termination. If sick leave is paid upon death, retirement or termination (except firefighters), the total accumu- lated hours are paid at one-half of the then effective hourly rate for that employee or at the sick leave payout amount as of June 28, 1985, whichever is CITY OF IOWA CITY, IOWA NOTES TO FINANCIAL STATEMENTS (sontinued) June 30, 1995 less. Employees hired on or after June 29, 1985 are not eligible for payment of accumulated sick leave upon termination, death or retirement. For governmental fund types, the amount of accumulated unpaid vacation and sick leave that is payable from available resources is recorded as a liability of the respective fund, and the remaining amount is recorded in the General Long-Term Debt Account Group. The vested amount of unpaid vacation and sick leave of proprietary fund type employees is recorded as a liability of the appropriate fund. Landfill Closing Costs Costs expected to be incurred in ultimately closing the present landfill site are being systematically provided for through charges to expense over the estimated useful life of the landfill on the basis of capacity used (see Note 15). Budgetary and Legal Appropriation and Amendment Policies The City prepares and adopts an annual program budget, as prescribed by Iowa statutes, for all funds except pension trust, internal service and agency funds. This is formalized in a separate budgetary report, the Financial Plan. This budget is adopted on or before March 15 of each year to become effective July 1, and constitutes the City's appropriation for each program and purpose specified therein until amended. The adopted budget must include the following: a. Expenditures for each program: Community Protection Human Development Home and Community Environment Policyand Administration b. The amount to be raised by property taxation c. Income from sources other than property taxation d. Transfers in and transfers out The legal level of control (the level at which expenditures may not legally exceed appropriations) is the program level for all funds combined, rather than at the individual fund level. Management can transfer within program, within fund type, without approval of the governing body. It is necessary, therefore, to aggregate the expenditures of the budgeted activities within the governmental fund types with the expenditures of the budgeted activities within the enterprise funds on a program basis, and to compare such program totals to program budgeted totals in order to demonstrate legal compliance with the budget. The City's budget for revenue focuses on the individual fund revenue rather than on aggregated fund totals. The City formally adopts budgets for several funds that are not required by state law to be included in the annual program budget. Annual operating budgets are adopted for the internal service funds. These budgets are adopted and amended at the same time and in the same manner as the City's annual program budget. A City budget for the current fiscal year may be amended for any of the following purposes as prescribed by Iowa statute: a. To permit the appropriation and expenditure of unexpended, unencumbered cash balances on hand at the end of the preceding fiscal year. b. To permit the appropriation and expenditure of amounts anticipated to be available from sources other than property taxation. c. TO permit transfers between funds. d. To permit transfers between programs. A budget amendment must be prepared and adopted in the same manner as the original budget. The City's budget was amended as prescribed, and the effects of that amendment are shown in the financial statement presentation. Individual amendments were not material in relation to originally appropriated amounts. -34- CITY OF IOWA CITY, IOWA NOTES TO FINANCIAL STATEMENTS (continued) June 30, 1995 Appropriations as adopted or amended, and not encumbered, lapse at the end of the fiscal year. Statements of budget and actual revenue and expenditures have been presented on a fund type basis and disclosures are presented that compare budget and actual expenditures on the legal program budget basis for the City as a whole. The statements reflect the City's modified cash basis method of budget preparation, which records revenue on a cash basis and expenditures on a cash basis, plus accrues outstanding purchase orders at fiscal year-end. Encumbrances Encumbrances represent commitments related teenperformed contracts for goods or services. Encumbrance accounting-under which purchase orders, contracts and other commitments for the expenditure of resources are recorded to reserve that portion of the applicable appropriation-is utilized in the governmental funds. Encumbrances outstanding at year-end are reported as reservations of fund balances and do not constitute expenditures or liabilities because the commit- ments will be honored during the subsequent year. For budgetary control purposes, encumbrances provide authority to complete those transactions as expenditures during subsequent years. Encumbrances are reflected for all funds in the budgetary statements contained in this report, and expenditures that occurred as a result of a prior year's encumbrance, for which the budget was not amended, have been eliminated. Total Columns on Combined Statements The total columns on the combined statements are captioned "MemOrandum Only" to indicate that they are presented only to facilitate financial analysis. Data in these columns do not present financial position, results of operations or cash flows in conformity with generally accepted accounting principles; neither are such data comparable to a consolidation because interfund transactions have not been eliminated in the aggregation of this data. -35- CITY OF IOWA CITY, IOWA NOTES TO FINANCIAL STATEMENTB (continued) June 30, 1995 9.. Com~lianoe and Accountability At June 30, 1995, the Sanitation Fund has a deficit retained earnings balance of $2,938,000. This deficit balance does not represent a violation of any law and occurred because of the $13,141,000 Landfill postclosure charge required by the adoption of the GOVernmental Accounting Standard Board Statement No. 18, effective July 1, 1993 (see Note 15). At June 30, 1995, the retained earnings balance for the Airport Fund is a deficit of $694,000. This deficit balance does not represent a violation of any law. It is a result of Airport operations. The operating subsidyprovided by general property taxes has always been calculated for cash basis funding requirements of operations, which does not consider depregiation expense, which primarily relates to assets funded through contributed capital. At June 30, 1995, the Mass Transportation Fund has a deficit retained earnings balance ~f $21,000. This deficit does not represent a violation of any law. The operating subsidy providedbygeneral property taxes has always been calculated for cash basis funding requirements of operations, which does not consider depreciation expense, which primarily relates to assets funded through contributed capital. At June 30, 1995, the Bridge, Street and Traffic Control Construction Fund has a deficit fund balance of $662,000. This deficit does not represent a violation of any law and results primarily from expenditures in excess of funding provided to-date on several individual capital projecte. The deficit will be financed in the future from grants, transfers from other City funds and proceeds from general obligation bonds. At June 30, 1995, the Housing Authority Fund has a deficit balance of $4,000. This deficit does not represent a violation of any law and results primarily from expenditures in excess of funding provided to-date on several individual capital projects. The deficit will be financed in the future from grants. 3. Residual Equity Transfers The Equipment Maintenance Fund accounts for the provision of maintenance and replacement of City vehicles and equipment for City departments from a central vehicle pool. When a fund requires additional vehicles, the fund purchases the vehicle from the f~nd's resources and then transfers the vehicle to the Equipment Maintenance Fund. A transfer of $7,700 was made out of the General Fund for the year ended June 30, 1995. Li tJ U U 1] II -36- CITY OF IOWA CITY, IOWA NOTES TO FINANCIAL STATEMENTS (continued) June 30, 1995 4. Cash and Investments The City maintains a cash and investment pool that is available for use by all funds. Each fund type's portion of this pool is presented on the combined balance sheet as ,'Equity in Pooled Cash and Investments". Deposits At June 30, 1995, the carrying amount of the City's deposits, including certifi- cates of deposit, was $42,074,080. The bank balances totaled $42,828,097. Of the bank balances, $700,000 was covered by federal depository insurance or the National Credit Insurance Fund, $40,128,097 was collateralized with securities and $2,000,000 was collateralized by a letter-of-credit held by the City or the City's agent in the city's name, or by a multiple financial collateral pool in accordance with Chapter 12C of the Code of Iowa. Chapter 12C provides for additional assessments against the depositories to ensure that there will be no loss of public funds. Investmen=s The City is authorized by statute to invest public funds in obligations of the United States Government, its agencies and instrumentalities; certificates of deposit or other evidences of deposit at federally-insured depository institu- tions approved by the City Council and the Treasurer of the State of Iowa; prime eligible bankers' acceptances; certain high-rated commercial paper; perfected repurchase agreements; certain registered open-end management investment companies; and certain joint investment trusts. Upon establishment of the Funded Bonds Trust Funds and the Refunding Bonds Trust Fund, specific purchases of U.S. government obligations were made with the monies deposited into the respective trust funds, in accordance with the respective trust agreements. The City's investments are categorized to give an indication of the level of risk assumed by the City at year-end. The categories are defined as: (1) (2) (3') Insured or registered in the City's name, or securities held by the City or its agent in the City's name. Uninsured and unregistered securities held by the counterparty's trust department or agent in the City's name. Uninsured and unregistered securities held by the counterparty or by its trust department or agent, but not in the City's name. -37- CITY OF IOWA CITY, IOWA NOTES TO FINANCIAL STATEMENTS (continued) June 30, 1995 The following is a assets, at June 30, U.S. Government securities Investments in: Annuity contracts Iowa public Agency Investment Trust Employee deferred compensation funds Mutual funds summary of the City's investments, 1995: Cateqorv $9,848,732 $ - - $ - - including restricted Carrying Market Amount Value $ 9,848,732 $ 9,845,678 1,354,499 1,354,499 8,000,000 8,000,000 2,916,681 35,505,338 .$57,6~5,2~0. 2,916,681 35,487,784 ~5~_~4,642. The aforementioned annuity contracts, Iowa Public Agency Investment Trust, employee deferred compensation funds and mutual funds represent investments in pools managed by others. Therefore, these investments are not categorized because they are not evidenced bysecurities that exist in physical or book entry form. The City's investments during the year did not vary substantially from those at June 30, 1995, in type, amounts or level of risk. -'38- CITY OF IOWA CITY, IOWA NOTES TO FINANCIAL STATEMENTS (continued) June S0, 1995 5. Changes in ~eneral Fixed Aesets During the year ended June 30, 1995, general fixed asset acquisitions disposals by type and funding source were as follows: Chan~es bv TvDe and Fundin~ Source and Disposals Balance Acquisitions and Balance July 1, 1994 and T~sfere Transfers June 30, 1998 By type: Land Buildi~gs and structures Other improvements Equipment and vehicles Construction in progress By funding source: General Fund Special Revenue Funds Gifts Capital Projects Funds - General obligation bond proceeds Other governments $ 3,322,180 $ 65,157 $ - - $ 3,387,337 20,422,564 395,783 - - 20,818,347 952,933 38,590 - - 991,523 6,886,823 737,829 175,133 7,449,519 617,800 2,851,431 912,299 2,556,972 $32,202,300 $4,,0~8,79~ $1,087,392 ~35,203~698 $10,364,191 $1,753,341 $ 921,960 $11,195,572 8,723,589 1,633,196 12,631 10,344,154 513,438 181,903 24,402 670,939 11,550,274 174,575 46,299 11,678,550 1,050,808 345,775 82,100 1,314,483 032,202,309 $4,088,790 $1,087,39% ~35,203,698 439- CITY OF IOWA CITY, IOWA NOTES TO FINANCIA~ STATE1/~I~TS (continued) june 30, 1995 As of June 30, 1995, the composition of general fixed assets by type and function was as follows: Composition by TVDs and Funorion Lan~ Oonstr~e- Buildings Other B~uipment tion an~ Improve- and in 8truerurea merits Vehicles Pro~rsss Total Community Protection: Police protection $ - - $ 316,536 $ 33,304 $2,253,077 $ 2,052 $2,604,969 Fire protection 41,581 438,186 - - 1,760,306 14,000 2,254,073 Traffic engineering - - 4,229 - - 63,865 - - 68,094 Inspection services ...... 149,878 - - 149,878 Total Community Protection $ 41,581 $ 758,951 $ 33,304. $4,227,126 $ 16,052 $5,077,014 Home a~d Community Environment: Physical environment $ 12,812 $ 41,252 $254,586 $ 74,720 $ 42,272 $ 425,642 Community development 2,023,143 4,383,227 46.825 369,535 1,773,750 8,596,480 Streets 177,217 102,917 280,134 Total Home and Cor~mL%rlity Environment $2,035,955 S 4,601,696 $301,411 $ 547,172 $1,816,022 $ 9,302,256 Human Development: Parks $1,088,801 Recreation - - Library 155,000 Animal Shelter - - Senior Center __ - - Total Human Development $1,243,801 $ 1,078,267 $617,097 $ 178,978 $ 618,459 $ 3,581,602 4,699,140 16,434 397,956 58,997 5,172,527 3,497,644 - - 851,313 43,244 4,547,201 407,549 ~ - 51,636 459,185 1,228,493 1,850 213,526 1,443,869 S10,911,093 ~635,38~ Sl,693,409 $ 720,700 $15,204,384 Policy and Administration 66,000 $ 4,546,607 $.~1,427. $ 981,812 $ 4,198 $ 5,620,044 Total general fixed assets $3,387,337 $20,818,34~ 99~ $7,449,519. $2,556,972 $35,2,03,698 -40- [ [ L L 1:: CITY OF IOWA CITY, IOWA NOTES TO FINANCIAL STAT~S (continued) Ju/%e 30, 1995 During the year ended June 30, 1995, general fixed asset acquisitions and disposals by function were as follows: Chanaes by Function Acquisitions Disposals Balance and and July 1, 1994 Transfers Transfers Balance June 30, 1995 Community Protection: Police protection Fire protection Traffic engineering Inspection services Total Community Protection 2,391,223 $ 563,221 $ 349,475 $ 2,604,969 1,995,349 520,561 261,837 2,254,073 68,094 68,094 129,14~ 20,736 149,878 4,583,808 $1,104,518 $ 611,312 $ 5,077,014 Home and Co~unity Environment: Physical environment Community development Streets Total Home and Community Environment $ 350,596 $ 75,601 $ 555 $ 425,642 6,763,222 1,882,413 49,155 8,596,480 277,538 2,596 - - 280,134 7,391.356 $1,960,610 $ 49,710 $ 9,302,256 Human Development: Parks Recreation Library Animal Shelter Senior Center Total Human Development Policy and Administration Total general fixed assets $ 3,337,195 $ 393,063 $ 148,656 $ 3,581,602 5,044,577 157,196 29,246 5,172,527 4,399,721 177,172 29,692 4,547,201 447,882 11,881 578 459,185 1,438,624 154,738 149,493 1,443,869 $14,667,999 $ 894,050 $ 357,665 $15,204,384 $ 5,559,137 $ 129,612 $ 68.705 $32,202,309 $4,088,790 $1,087,392 $ 5,620.044 ~35,203,698 -41- CITY OF IOWA CITY, IOWA NOTES TO FINANCIAL STATEMENTS (continued) June 30, 1995 6. Pension and Retirement Municipal Police and Fire Retirement System of Iowa The City is a participating employer in the Municipal Police and Fire Retirement System of Iowa (the "Plan"), which is a cost-sharing multiple-employer public police and fire employees retirement system. The Plan is administered by a Board of Trustees. All fire fighters and police officers appointed under civil service participate in the Plan, except for those in cities who were not required by law to participate. The Plan provides retirement, disability and death benefits which are established under state statute. A member may retire at age 55 with 22 years of employment, and receive full benefits which are equal to 60% of the average of the highest three years' wages for a member retiring after July 1, 1995. Other benefits are also calculated as varying percentages of the highest three years' wages. Benefits vest after four years of service. Member contribution rates are established by statute. For the fiscal year ended June 30, 1995, members contributed 8.10% through December 31, 1994 and 8.35% from January 1, 1995 through June 30, 1995 of earnable compensation. Contribution rates will increase to 9.35% on July 1, 1995. The City's contribution rate is based upon an actuarially determined normal contri- bution rate. The normal contribution rate is provided by state statute to be the notarial liabilities of the Plan less current plan assets, the total then being divided by 1% of the actuarially determined present value of prospective future compensation of all members, further reduced by member contributions. Legislatively appropriated contributions from the state may further reduce the City's contribution rate. However, the City's contribution rate may not be less than 17% of earnable compensation. For the year ended June 30, 1995, the City's contribution rate was 18.71% of earnable compensation of each member. The contribution paid by the City for the year ended June 30, 1995 totaled $744,100and the contribution paidby the employees totaled $327,751. The total payroll for employees covered by the Plan was $3,985,561 and total payroll for all City employees was $20,207,125 for the year ended June 30, 1995. The City's employer and employee contributions during the year ended June 30, 1995 represented approximately 18.7% and 8.2% of the total payroll for employees covered by the plan; and, cumulatively, approximately 3.2% of total contributions of all participating entities. The pension benefit obligation is a standardized disclosure measure of the present value of pension benefits, adjusted for the effects of projected salary increases and step-rate benefits, estimated to be payable in the future as a result of employee service to-date. The measure, which is the actuarial present value of credited projected benefits, is intended to help users assess the Plan's funding status on a going concern basis, assess progress made in accumulating sufficient assets to pay benefits when due and make comparisons among public employee retirement systems and among employers. The Plan does not make separate measure- ments of assets and pension benefit obligation for individual employers. At June 30, 1995, the pension benefit obligation for the Plan as a whole, determined through an actuarial valuation performed as of that date, was approximately $898 million. The Plan's net assets available for benefits on that date, valued at cost, were approximately $671 million (valued at market were approximately $736 million), leaving an unfunded pension benefit obligation of $227 million. Historical trend information showing the Plan's progress in accumulating sufficient assets to pay benefits when due is presented in its annual report. -42- CITY OF IOWA CITY, IOWA NOTES TO FINANCIAL STATe'lENTS (continued) June 30, 1995 Iowa Public Employees Retirement System The City is also a participating employer in the Iowa Public Employees Retirement System ("IPERS"), which is a cost-sharing multiple-employer public employees retirement system designed as a supplement to Social Security. All employees, except temporary employees of six months or less of employment duration, who do not participate in any other public retirement system in the state are eligible and must participate in IPERS. The pension plan provides retirement and death benefits that are establishedby state statute. Generally, a member may retire at the age of 65, or any time after age 62 with 30 years or more of service, or when age plus years of service equals or exceeds 92, and receive unreduced (for age) benefits. Members may also retire at the age of 55 or more at reduced benefits. Benefits vest after four years of service or after attaining the age of 55. D/11 benefits are equal to 60% of the average of the highest three years of covered wages times years of service divided by 30. The Plan is administered by the state of Iowa and the employer's responsibility is limited to payment of contributions. The contribution rates are actuarially determined; state statute requires contributions of 3.70% by the employee and 5.75% by the employer, for the fiscal year ended June 30, 1995. These rates are applied on the first $38,000 of compensation in calendar year 1994 and on the first $41,000 of compensation in calendar year 1995. The contribution paidby the employer for the year ended J~ne 30, 1995 totaled $758,122 and the contribution paid by employees totaled $488,454. The total payroll for employees covered by IPERS for the year ended J~/%e 30, 1995 was $13,200,740 and the total employer payroll was $20,207,125. The City's employer and employee contributions during the year ended June 30, 1995 represented .38% of total contributions of all participating entities. The pension benefit obligation is a standardized disclosure measure of the present value of pension benefits, adjusted.for the effects of projected salary increases and step-rate benefits, estimated to be payable in the future as a result of employee service to-date. The measure, which is the actuarial present value of credited projected benefits, is intended to help users assess IPERS' funding status on a going concern basis, assess progress made in accumulating sufficient assets to pay benefits when due and make comparisons among public employee retirement systems and among employers. IPERS does not make separate measurements of assets and pension benefit obligations for individual employers. At June 30, 1995, the pension benefit obligation for IPERS as a whole, determined through an actuarial valuation performed as of that date, was $7.0 billion. IPER$' net assets available for benefits on that date valued at cost were $7.3 billion (valued at market were $8.2 billion), leaving no unfunded pension benefit obligation. Historical trend information showing IPERS' progress in accumulating sufficient assets to pay benefits when due is presented in its annual report. IPERS does not invest in obligations of the state of Iowa or its political subdivisions. -43 - I CITY OF IOWA CITY, IOWA NOTES TO FINANCIAL STATEMENTS (continued) JIl~e 30, 1995 Deferred Compensation Agreement The City offers its employees deferred compensation plans (the Plans) administered by the Public Employees Benefits Services Corporation, The International City Manager's Association, Washington National Insurance Company, A~TNA Life Insurance and Annuity Cogany, Ohio National Life Insurance Company, USCM/Midwest, Twentieth Century, and American Express Financial Advisors. These plans are created in accordance with the provisions of Internal Revenue Code Section 457. The Plans are available to all City employees and permit them to defer a portion of their salary until future'years. The deferred compensation and accumulated earnings thereon, totaling $2,916,681 at June 30, 1995, are not available to employees until termination, retirement, death or unforeeeeable emergency. The Plans are fully funded by the City as the deferred compensation is earned by.the employees. Plan assets, and the related liability to employees, are accounted for in the Employee Deferred Compensation Fund, an agency fund, at the current market value of the investments. All amounts of compensation deferred under the Plans, all property and rights purchased with those amounts, and all income attributable to those amounts, property, or rights, are, until paid or made available to the employee or other beneficiary, solely the property and rights of the City and are not restricted to the provision of benefits under the Plans. Plan assets are subject to the claims of the City's general creditors. Participants' rights under the Plans are equal to those of general creditors of the City in an amount equal to the fair market value of the deferred account for each participant. It is the opinion of the City's legal counsel that the City has no liability for losses under the Plans, but does have the duty of due care that would be required of an ordinaryprudent investor. The City believes that it is unlikely that it will use the assets to Satisfy the claims of general creditors in the future. CITY OF IOWA CITY, IOWA NOTE8 TO FINANCIAL STATEMENTS (continued) Jurie 30, 1995 8. Bonded and Other Long-Term Debt The following is a summary of changes in bonded and other long-term debt for the year ended Ju~e 30, 1995: July 1, 1994 Iesues Retirements June 30, 1995 General Long-TermDebt Account Group: General obligation bonds Other long-termdebt Employee vested benefits Litigation accrual Total General Long-Term Debt Account Group $10,870,983 $ 1,550,400 $ 1,759,359 $10,662,024 93,735 - - 13,392 80,343 1,370,748 78,185 - - 1,448,933 130,000 ~ - 30,000 100,000 $12,465,466 $ 1,628,585 $ 1,802,751 $12,291,300 Proprietary Funds: General obligation bonds Revenue bonds Total Proprietary Funds Trust Funds - Revenue bonds $ 6,919,017 45,518,719 $52,437,736 6,949,600 $ 875,640 2,500,000 4,086,689 9,449,600 $ 4,962,329 $12,992,977 43,932,030 $56,925,007 $ 100,000 $ - $ 100,000 $ Total long-term debt ~65,003,202 $11,07E,185 $ 6,865,080' $69,216,30~ General Obligation Bonds Various issues of general obligation bonds, totaling $23,655,000, are outstanding as of June 30, 1995. The bonds have interest rates ranging from 4.2% to 6.4% and mature in varying annual amounts ranging from $125,000 to $1,000,000 per issue, with the final maturities due in the year ending June 30, 2007. Interest and principal payments on all general obligation bonds, except tax abated portions recorded in the enterprise funds, and refunded portions recorded in the expendable trust funde, are accounted for through the Debt Service Fund. Portions of several general obligation bond issues have been used to acquire or expand the enterprise fund facilities. In some instances, revenue generated by the enterprise funds is used to pay the general long-term debt principal and interest. The liability for those bonds that are expected to be paid by the enterprise funds is included in those funds. Revenue Bonds As of June 30, 1995, the following unmatured revenue bond issues are outstanding: Parkinq Wastewater Treatment Original issue amount Interest rates Annual maturities Amount outstanding $10,935,000 4.75% to 10% $115,000 to $415,000 $6,590,000 $42,750,000 5.8% tO 7.7% $235,000 tO $3,315,000 $37,750,000 CITY OF IOWA CITY, IOWA NOTES TO FINANCIAL STATEMENTS (oont~nued) Ju/le 30, 1995 The revenue bond ordinances required that wastewater treatment and parking system revenue be set aside into separate and special accounts as they are received. The use and the amo%ults to be included in the accov/lts are as follows: Account ;~nount (a) Revenue Bond and Interest sinking Reserve (b) Revenue Debt Service Reserve (c) Improvement Reserve Amount sufficient to pay current bond and interest maturities. Amount required to be deposited in the Revenue Bond and Interest Reserve %mtil the reserve balance equals: Parking Revenue bonds - 10% of the original prin- cipal amount. Wastewater Revenue bonds - maximum debt service due on the bonds in any succeeding fiscal year. $20,000 per month to a maximum reserve balance of $2,000,000 for wastewater treatment bonds, and $5,000 per month to a maximum reserve balance of $300,000 for parking bonds. -46- CITY OF IOWA CITY, IOWA NOTE~ TO FINANCIAL STATEMENTS (continued) June 30, 1995 8~,~.~y of Bond Issues General obligation and revenue bonds payable (excluding funded revenue bonds) at June 30, 1995 are comprised of the following individual issues: General Obligation Bonds: Multi-Purpose & Water Computer System~ Multi-Purpose & Wastewater Treatment Construction~ Multi-Purpose & Wastewater Treatment and Water Construction~ Multi-Purpose & Wastewater Treatment Construction~ Refunding of two bonds with issue dates of November 1, 1985 and August 1, 1986~ Multi-Purpose & Wastewater Treatment and Water Construction Multi-Purpose & Wastewater Treatment and Water Construction~ Total General Obligation Bonds Date of ~mount Interest Outstanding Issue,,. Issued Rates June 30, 1995 Feb. 1988 $1,260,000 6.2-6.4% $ 385,000 Dec. 1989 2,960,000 5.7-6.0 1,500,000 Dec. 1990 2,300,000 5.4-6.2 1,350,000 Sep. 1991 2,340,000 5.3-5.6 1,600,000 Jun. 1992 4,870,000 3.4-5.5 3,695,000 Jun. 1994 7,370,000 4.6-4.7 6,625,000 Apr. 1995 8,500,000 4.8-5.125 8,500,000 $23,655,000 Revenue Bonds: Refunded Parking Bonds Wastewater Treatment Refunded Parking Bonds Parking Capital Loan Notes Refunded Wastewater Treatment Bonds~ Refunded Parking Bonds Total Revenue Bonds Nov. 1985 $ 3,795,000 8.75-10.0 $ 195,000 Aug. 1986 38,950,000 7.7 950,000 Jun. 1992 1,190,000 5.2-5.3 970,000 Oct. 1992 3,450,000 4.75-5.2 2,925,000 Jan. 1993 37,300,000 5.8-6.0 36,800,000 Apr. 1995 2,500,000 7.25-7.4 2,500,000 $44,340,000 $67,995,000. ~Thes~ projects for proprietary funds have a portion of the general obligation bonds payable shown as a liability on the balance sheets of the Water Fund and Wastewater Treatment Fund. ~Does not include unamortized discount on issue of $407,970. At June 30, 1995, the City had restricted investments and deposit liabilities in the General Fund of $37.8 million, representing the proceeds of escrow accounts to be used for the advance refunding of certain bonds on July 1, 1995 as discussed hereinafter. -47- CITY OF IOWA CITY, IOWA NOTES TO FINANCIAL STAT~S (continuad) June 30, 1995 Funded Wastewater Treatment Revenue Bonds On July 1, 1986, the City created an irrevocable self-administered trust, the Wastewater Treatment Revenue Bond Funded Trust. This trust was established when $694,361 from the Wastewater Treatment Fund was converted into U.S. Government securities for the express purpose of paying the principal and interest on the outstanding bonds from Wastewater Treatment Revenue Bond Issues, Series 1965 and 1966, which totaled $800,000. At the same time, a residual equity transfer was made in the amount of $105,639 to the Wastewater Treatmen[ Fund, which increased the contributed capital of the Wastewater Treatment Fund. The bonds had interest rates ranging from 3.4% to 3.75%. The final payraent was made on January 1, 1995, as required. Rsfu~ding of Parking Revenue Bonds The 1978 Series Parking Facility Revenue Bonds with a total outstanding balance of $4,730,000 were refunded in November 1985 by the issuance of $3,795,000, 1985 Series Parking System Revenue Bonds. An irrevocable trust was created with an unrelated third party, whereby the proceeds from the 1985 Series Bonds were converted into U.S. Government securities. These securities were placed in an escrow account for the express purpose of paying the principal and interest on the refunded bonds as they come due. For financial reporting purposes, the debt has been defeasedand the liability has, therefore, been removed from the Parking ~kmd. As of June 30, 1995, the amount of defeased debt amounted to $1,465,000. Refunding of Parking Revenue Bonds The November 1985 series of Parking Revenue Bonds were partially refunded ($2,470,000) in April 1995 by the issuance of $2,500,000 1995 Series Parking Revenue Bonds. This refunding was undertaken to reduce the total debt service payment over the next eight years of $247,833, and to obtain an economic gain of $184,044. Refunding of Wastewater Treatment Revenue Bonds On January 15, 1993, the City issued $37,300,000 of Wastewater Treatment Revenue Bonds in order to advance refund $33,500,000 of outstanding August 1, 1986 Wastewater Treatment Revenue bonds. This advance refunding was undertaken to reduce the total debt service payments over the next 20 years by $3,020,729, and to obtain an economic gain of $1,850,911. On June 30, 1995, the amount of dereased debt amounted to $33,500,000. General 0bligation Advance Refunding On July 8, 1992, the City issued $4,870,000 in general obligation bonds to finance the refunding of $4,550,000 of outstanding November 1, 1985 and August 1, 1986 issued general obligation bonds. This advance refunding was undertaken to reduce total debt service payments over the next 10 years by $212,621. This advance refunding results in an economic gain to the City of $181,936. The final payment on the refunded bonds was June 1, 1995. -48- CITY OF IOWA CITY, IOWA NOTES TO FINANCIAL STATKMENTS (continued) Ju/le 30, 1995 8uaumary of Principal and Interest Maturit~es Annual debt service requirements to service all outstanding bonded debt, other than the funded revenue bonds, as of June 30, 1995, are as follows: Year Ended J%tne 30 Oeneral Obligation Bonds Principal Interest Revenue Bonds Principal Interest 1996 $ 3,360,000 $1,269,412 $ 1,725,000 $ 2,666,694 1997 2,860,000 1,033,719 1,820,000 2,478,018 1998 2,740,000 888,544 1,980,000 2,367,144 1999 2,620,000 747,079 2,090,000 2,247,946 2000 2,615,000 612,291 2,210,000 2,121,809 2001 2,330,000 475,516 2,345,000 1,988,111 2002-2005 5,720,000 885,595 9,870,000 6,496,230 2006-2009 1,410,000 108,218 10,140,000 4,147,518 2010-2013 - ~ 12,160,000 1,513,500 $23.655~999 $6,020,374 $44,340,00~ $26.026,970 Debt Legal Compliance Legal Debt Margin: As of June 30, 1995, the general obligation debt exceed its legal debt margin computed as follows: issued by the City did not Assessed valuation: Real property Utilities Total valuation $1,725,470,558 59,576,910 $1,785,047,468 Debt limit, 5% of total assessed valuation Debt applicable to debt limit: General obligation bonds Legal debt margin $ 89,252,373 23,655,000 $ 65,597,37~ CITY OF IOWA CITY, IOWA NOTES TO FINANCIAL STATEMIrThS (continue~) June 30, 1995 9. Contractual Commitments The total outstanding commitments for all construction projects as of June 30, 1995 are as follows: ~olect General Fund Southside design consulting 36,670 Housing Authority Bridge, Street and Traffic Control Construction Other Construction parking Wastewater Treatment Public housing construction Paving and bridge construction Soccer site development and library expansion Parking ramp Wastewater treatment facility design and consulting, and wastewater consulting 2,172,001 $1,647,013 138,546 754 593,649 Water Water distribution and facility design 1,586,990 Sanitation Landfill consulting, leachate control, and cell construction 34,066 Broadband Cable television consulting 28,108 ~_~,237,797 10. Risk Management The City is exposed to various risks of loss related to torts; theft of, damage to and destruction of assets; errors and omissions; and natural disasters. During fiscal year 1988 the City established a Loss Reserve Fund to account for and finance its uninsured risks of loss. During the year ended June 30, 1994, the City purchased property, liability and workers' compensation insuranceunder the program that provides for a $100,000 self-insured retention per occurrence on property losses and a $100,000 self-insured retention per occurrence on liability and worker's compensation losses, with an annual aggregate retention of $510,000. During the year ended June 30, 1995, the program was identical, except the annual aggregate retention is $610,000. The insurance provides coverage for claims in excess of the aforementioned self-insured retention to a maximum of $5,000,000 annual aggregate of losses paid. The operating funds pay annual premiums to the Loss Reserve Fund, an internal service fund. Accumulated monies in the Loss Reserve Fund are available to cover the self-insured retention amounts and any uninsured losses. Settled claims have not exceeded this commercial coverage in any of the past three fiscal years. The Housing Authority Fund is insured under a separate policy with the Assisted Housing Risk Management Association. The remainingFunds participate in the Loss Reserve Fund. The funds make payments to the Loss Reserve Fund based on actuarial estimates of the amounts needed to pay prior- and current-year claims and to establish a reserve for catastrophe losses. That reserve was $67,000 at June 30, 1995, and is reported as unreserved fund balance. The Fund's accrued liabilities balance includes $853,000 in claims liability at June 30, 1995, based on the requirements of Government Accounting Standards Board Statement No. 10, which requires that a liability for claims be reported if information prior to the issuance of the financial statements indicates that it is probable that a liability has been incurred at the date of the financial statements and the amount of the loss can be reasonably estimated. New changes in the Loss Reserve -50- CITY OF IOWA CITY, IOWA NOTES TO FINANCIAL STATEMENTS (oontinued) June 30, 1995 Fudd's claims liability amount (included in accrued liabilities) for the years ended 1995 and 1994 were: Year Ended June 30 1995 1994 Unpaid claims as of July 1 Incurred claims (including claims incurred but not reported as of June 30): Provision for current-year events where the City has retained risk of loss Increases in provision for prior years' events where the City has retained risk of loss $574,000 $280,000 244,000 403,000 421,00@ 204,00.0 Total incurred claims .6~5,Q00 .607,000 Payments: Claims attributable to current-year events where the City has retained risk of loss 122,000 Claims attributable to prior years' events where the City has retained risk of loss 264,000 Total payments 386,000 Unpaid claims as of June 30 194,000 119,000 313,000 $574,000 insurance, for its permanent Also, the City is partially self-insuring, through stop-loss employee health care coverage, which is available to all of employees. This insurance provides stop-loss coverage for claims in excess of $50,000 per employee with an aggregate stop-loss of approximately $2,027,250. The operating funds are charged premiums by the Loss Reserve Fund. The City reimburses a health insurance provider for actual medical costs incurred, plus a claims processing fee. The Loss Reserve Fund's retained earnings reserved for health insurance is available to cover the cost of incurred but not paid claims. 11. Contingent Liabilities Litigation The City is a defendant in a number of lawsuits arising principally from claims against the City for alleged improper actions by City employees, including improper police action, unlawful taking of property by zoning, negligence, appeals of condemnations and discrimination. Total damages claimed are substantial; however, it has been the City's experience that such actions are settled for amounts substantially less than claimed amounts. The City Attorney estimates that the potential claims against the City, not covered by various insurance policies, would not materially affect the financial condition of the City. The City has accrued $100,000 in the General Long-TermDebt Account Group, $45,000 in the Sewer Fund, and $245,000 in the Water Fund as a provision relative to these lawsuits. The City has the authority to levy additional taxes (outside the regular limit) to cover uninsured judgments against the City. CITY OF IOWA CITY, IOWA NOTES TO FINANCIAL STATEMENTS (continued) J~u~e 30, 1995 12. Interfund Receivables end Payables As of June 30, 1995, interfund receivables and payables were as follows: Community Other Development Shared Advances B1ook Revenue Wastewater From Grant and Grents Treatment Water Sanitation Advances to: General $30,000 $35,053 $ - - $ - - $345,470 Other Con- struction ..... 1,570,238 974,295 Airport .... 137,644 Total $30,00q $35,053 $1,570,238. $974,295 $4~3,114 Total $410,523 2,544,533 137,644 ~3,992,700 -52- I- I' j- I. I_ i_ tL CITY OF IOWA CITY, IOWA NOTES TO FINANCIAL STATEM]~NTS (oontinued) June 30, 1995 13. Segment Information for ~nterprise Funds The City maintains seven enterprise funds. These funds operate primarily from proceeds of user charges. Segment information as of and for the year ended June 30, 1995 is as follows (amounts expressed in thousands): Wastewater Treatment Parkinq Water Results of operations: Operating revenues $ 2,928 $ 6,715 $ 4,111 $ 5,412 Depreciation 415 1,638 352 350 Operating income (loss) 970 2,674 877 2,431 Operating grants - - 28 31 48 Operating transfers, net (584) (2) (45) (70) Interest expense (537} (2,536) (228) - - Net income (loss) 127 667 809 2,723 Financial position: Total assets Net working capital (deficiency) Property and equipment additions Bonded debt payable Retained earnings (deficit) Current capital contributions Total equity 14,368 74,780 19,318 10,613 4,039 12,137 4,762 (5,477) 88 1,972 5,523 1,484 6,590 43,113 7,222 - ~ 7,310 10,387 7,250 {2,938) 75 19,824 3,885 56 7,385 30,211 11,135 (2,882) -54- Airoort $ 11S 84 (236) 4 179 (53) CITY OF IOWA CITY, IOWA NOTES TO FINANCIAL STATeMeNTS (continued) June 30, 1995 Mass Broadband TransDot tation Telecommunications Total $ 683 $ 297 $21,261 351 29 3,219 (2,496) 5 4,225 557 - - 668 1,746 (67) 1,157 - - (3,301) (166} (48) 4,059 2,459 4,353 380 126,271 (232) 547 243 16,019 298 667 18 10,050 - - 56,925 (694) (21) 143 21,437 2,903 4,200 184 31,127 2,209 4,179 327 52,564 -55- CITY OF IOWA CITY, IOWA NOTES TO FINANCIAL STATeMeNTS (oontinued) June 30, 1996 14. ~ost-Retirement Benefits All full-time employees who retire or become disabled are offered the following post-employment health care benefit options: Health insurance - The option of continuing with the Cit¥'s health insurance plan at the individual's own cost. Life insurance - The option of converting the employee's City-paid policy from term insurance to whole life insurance at the indivi- dual's expense with the City's life insurance carrier. Long-term disability - The option of converting the employee's City paid group policy to a personal policy at the individual's expense with the City's long-term disability insurance carrier... Terminating employees and their dependents have the opportunity to continue health insurance, at the individual's expense, under the Consolidated Omnibus Budget Reconciliation Act of 1985 or Chapter 509B of the Code of Iowa, Continuation and Conversion of Group Health Insurance. Length of coverage is determined by the ql/alifying event and the option chosen. 15. Closure and Postclosure Care Costs In AugUst, 1993, theGovernmental Accounting Standards Board issued Statement No. 18, Accounting for Municipal Solid Waste Landfill Closure and Postclosure Care Costs (the "Statement"). As permitted under the Statement, the City adopted the provisions of the new standard as of July 1, 1993. Under these rules, in addition to operating expenses related to current activities of the landfill, an expense provision and related liability are being recognized based on the future closure and postclosure care costs that will be incurred near or after the date the landfill no longer accepts waste. The recognition of these landfill closure and postclosure care costs is based on the amount of the landfill used during the year. The estimated liability for landfill closure and postclosure care costs has a balance of $13,141,000 as of June 30, 1995, which is based on 50% usage (filled) of the landfill. It is estimated that an additional $13,141,000 will be recognized as closure and postclosure care expenses between the date of the balance sheet and the date the landfill is expected to be filled to capacity by the year ended June 30, 2016. The estimated total current cost of the landfill closure and postclosure care ($26,282,000) is based on the amount that would be paid if all equipment, facilities, and services required to close, monitor, and maintain the landfill were acquired as of June 30, 1995. These amounts are based on an estimated postclosure care and monitoring period of 30 years, consistent with current State Department of Natural Resources regulations. However, the actual cost of closure and postclosure care may be higher due to inflation, changes in technology, or changes in landfill laws and regulations. Such changes in estimates would be included in the city's statement of operations in the period of the change. -56- CITY OF IOWA CITY, IOWA NOTE8 TO FINANCIAL STATEMENTS (oontinued) June 30, 199B Finally, there are several contingent items that are noteworthy: The olosure calculations exclude the cost of a synthetic liner. The liner is art additional "final cover" mandate of the Environmental ProteCtion Agency, that has not yet been adopted by the State of Iowa. The City believes that the state will eventually adopt this mandate. Had this liner been included in the closure liability calculation, it would have increased by $8.3 million. The postclosure care calculation assumes that the City will incur~ostclosure costs for only thirty years. The City believes that it will be responsible to maintain the site until gas and leachate leakage is insignificant; which will probably be a minimum of one hundred years, at a current annual cost of $226,000 per year. As of June 30, '1995, the city of Iowa City was required by state laws and regulations to provide some form of financial assurance to finance closure and postolosure care. The City has informed the state that the City will meet financial assurance through the issuance of General Obligation Bonds. However, as of June 30, 1995, the City has $1,363,000 in related pooled cash and investments at cost and market and charges its landfill users an additional $5- $10 per ton. The City estimates that these cash reserves will only provide a fraction of the dollars needed to close and monitor the landfill. The remaining portion of postclosure care costs, of anticipated future inflation costs (including inadequate earnings on investments, if any) and additional costs that might arise from changes in postclosure requirements (due to changes in technology or more rigorous environmental regulations, for example) may need to be covered by charges to future landfill users as well as taxpayers. -57- SPECIAL REVENUE FUNDS The Special Revenue Funds are utilized to account for revenue derived from specific sources which are required to be accounted for as separate funds. The funds in this category and their purpose are as follows: Community Development Block Grant Fund accounts for revenue from U.S. Department of Housing and Urban Development Community Development Block Grant programs. Other shared Revenue ancl Grants Fund - accounts for revenue from various sources, including road use tax monies and reimbursable programs funded by federal and state grants. Employee Benefits Fund - accounts for the employee benefits related to those City employees who are paid through governmental fund t~pes, which are funded by a property tax levy. Housing Authority Fund - accounts for the operations and activities of the City's low and moderate income housing assistance and public housing programs. -59- Ase~ts CZT~ OF ZO~ CIT~, COMBINING BALANCE S~T ALL SPECIAL R~v~m[UE PUNDS June 30, 1995 (a~ounts expressed in thousands) Other Co~w~ t~ 8bared D~op~t Revenue Bloak. al~ ~1OF~ Ho~g Gr~t Grits ~efits Au~ort~ To~ Equity in pooled cash and investments $ - $4,213 $ 4,863 $ 9 $ 9,085 Receivables: Property taxes - - 52 - 52 Accounts and tunbilled usage - - 79 - 79 Interest - 64 120 - 184 Notes 55 - - 55 Advances to other funds 30 35 - 65 Due from other governments 49 309 234 592 Total assets $ 134 $ 4,621 $ 5,114 $ 243 $ 10,112 Liab~li~z~es Balances (Deftoit) Liabilities: Accounts payable Contracts payable Accrued liabilities Deferred revenue - property taxes Total liabilities Fund balances (deficit): Reserved for: Encumbrances $ Long-term receivables Employee retirement commitments Unreserved, undesignated Total fund balances (deficit) $ Total liabilities and fund balances (deficit) $ 46 $ $ $ 20 $ 66 - 202 202 7 25 32 3O 30 $ 53 $ $ 30 $ 247 $ 330 $ $ $ 2,171 $ 2,171 30 35 65 5,084 5,084 51 4,586 - (2,175) 2,462 81 $ 4,621 $ 5,084 $ (4) $ 9,782 134 $ 4,621 $ 5,114 $ 243 $ 10,112 -60- CITY OF COMBINING STAT]Z~TT OF REVEI~, EH~E~DZ'A'u~S AND CHAN~ES IN ~ BALANCes (DEFICIT) ALL SPECIAL REVE]FdE ~NDS Year ended June 30, 1995 (amounts expressed in thousands) Other ¢ommunit~ Shared Blook and Employee Housing Grant Grants Benefits Authority Property taxes Intergovernmental Charges for services Use of money and property Miscellaneous Total revenues To~l Current operating: Home and conunity environment Policy and administration Capital outlay Total expenditures $ 39 $ 2,818 $ - $ 2,857 1,616 3,695 5,412 10,723 - 79 1 80 4 208 343 164 719 95 34 126 255 1,715 $ 3,976 $ 3,240 $ 5,703 $ 14,634 over expenditures $ 1,618 $ 69 $ $ 3,852 $ 5,539 - 238 - 238 56 - 1,644 1,700 $ 1,674 $ 69 $ 238 $ 5,496 $ 7,477 Other Finanoing Sources (Uses) Operating transfers: From other funds (To) other funds Total other financing uses $ 41 $ 3,907 $ 3,002 $ 207 Excess (deficiency) of revenues and other financing sources over (under) expenditures and other financing uses 7 $ $ - (3,325) (3,223) - (3,318) $ (3,223) $ - Fund Balances (Defioit), $ 41 $ 589 $ (221) 40 4,032 5,305 $ 7,157 Fund Ba.%ances (Deficit), Ending $ 81 $ 4,621 $ 5,084 7 (6,548) (6,541) $ 207 $ 616 (211) 9,166 $ (4) $ 9,782 -62- CAPITAL PROJECTS FUNDS The Capital Projects Funds are utilized to account for all resources used in the acquisition and construction of capital facilitiesand other major fixed assets, with the exception of those that are financed by proprietary fund monies. The funds in this category are as follows: Bridge, Street and Traffic Control Construction Fund accounts for the construction or replacement of infrastructure fixed assets, such as streets, bridges, dams, sidewalks, lighting systems and storm sewers. Other Construction Fund - accounts for the construction or replacement of other City general fixed assets, such as administrative buildings with various funding sources, including general obligation bonds, intergovernmental revenues and contributions. -63- CIT~ OF IO~A CIT~, IOH~ [] COMBinING BALANCE S~T ALL CAPITAL PROJECTS FURDS June 30, 1995 (amounts expressed in thousands) Assets Bridge, 8~zeet and Traffio Control Construot/on Equity in pooled cash and investments $ 139 Interest receivable 1 Due from other governments 10 Total assets $ 150 Other Cons truo'c.%on 5,747 71 5,818 Total 5,886 72 10 5,968 Liabilities and Fund Balances (Defie/t) Liabilities: Accounts payable $ 19 Contracts payable 783 Accrued liabilities 10 Advances from other funds - Total 1/abilities $ 812 Fund balances {deficit): Reserved for encumbrances $ 1,647 Unreserved, undesignated (2,309) Total fund balances {deficit $ (662) $ 52 $ 71 14 797 10 2,544 2,544 $ 2,610 $ 3,422 $ 139 $ 1,786 3,069 760 $ 3,208 $ 2,546 Total liabilities and fund balances {deficit $ 150 $ 5,818 $ 5,968 -64- ] AND CHANGE8 IN ~ BALaNCeS (DI~ICZ~) ALL CAPZTAL PI~J~C~8 F~I~D8 Year ended June 30, 1995 (amounts expressed in thousands) Tra~fd.o Control Con~truot.'ion Other Construot.%on Intergovernmental Charges for services Use of money and property Miscellaneous Total revenues Ex~ez~/turee Capital outlay Deficiency of revenues under expenditures other Finan=Lng Sources {Uses) Operating transfers: From ocher funds (To) other funds Sale of bonds Total other financing sources Deficiency of revenues and other financing sources under expenditures and other financing uses F-nd Balances, Beg~--4ng (Deficit) ~hmd Balances, 1~nck~ng (DefiezLt) $ 635 13 - I 226 78 - 727 $ 226 3,663 (2,936) 966 (740) Total $ 635 13 227 78 $ 953 $ 4,629 $ (3,676) $ 2,465 $ 454 $ 2,919 (1,369) (1,369) 1,538 1,538 $ 2,465 $ 623 $ 3,088 $ (471) $ (191) $ (662) $ (117) 3,325 3,208 (588) 3,134 2,546 [] 1'1 I1 ENTERPRISE FUNDS The Enterprise Ftmds are utilized to account for operations and activities that are financed and operated in a manner similar to a private business enterprise, and where the costs of providing goods or services to the general public on a continuing basis is expected to be financed or recovered primarily through user charges, or where the City has decided that periodic determination of ~evenues earned, expenses incurred, and/or net income is appropriate for capital maintenance, public policy, management control, accountability or other purposes. The funds in this category are as follows: Parking Fund - accounts for the operation and maintenance of all of the City's "on" and "off" street public parking facilities. Wastewater Treatment Fund - accounts for the operation and maintenance of the City's wastewater treatment facility and sanitary sewer system. Water Fund - accounts for the operation and maintenance of the City's water system. Sanitation Fund - accounts for the operation and maintenance of the City's solid waste collection system and landfill. Airport Fund - accounts for the operation and maintenance of the City's airport facility. Mass Transportation Fund - accounts for the operation and maintenance of the City's public transportation system. Broadband Telecomunications Fund - accounts for the operation and maintenance of the Broadband Telecommunications Commission which oversees the franchise agreement with the cable television company, including the productions and broadcasting on the government television channels. -67 - CO~4~INXl~G BALANC~ S/~ET June 30, 1995 (amounts expressed in thousands) Wastewater Parking T=ea~ment Water Cash on hend Equity in pooled cash and investments Receivables: Accounts and unbilled usage Interest Advances to other funds Due from other governments Inventor/es Restricted assets - Equity in pooled cash and investments Property and equipment: Land Buildings and structures Improvements other than buildings Equipment and vehicles Acc~ulated depreciation Construction in progress $ 1 $ $ - 1,655 3,173 2,394 39 815 533 98 155 62 1,570 974 11 239 2,639 7,869 1,521 Total assets 1,480 387 4,326 12,135 32,679 4,693 48 34,341 7,313 171 5,821 1,376 (3,965) {14,514) (5,804) 67 2,473 1,691 Liabilities: Accounts payable Contracts payable Accrued liabilities Advances from other funds Due to other governments Liabilities payable from restricted assets: Interest payable Deposits Bonded debt payable Total liabilities $ 14,368 $ 74,780 $ 19,318 5 $ 20 $ 22 67 91 170 111 179 366 13 210 1,166 71 319 6,590 43,113 7,222 6,983 $ 44,569 $ 8,183 Equity: Contributed capital Retained earnings (deficit): Reserved by bond ordinance Unreserved Total equity Total liabilities and equity $ 75 $ 19,824 $ 3,885 2,429 6,703 1,131 4,881 3,684 6,119 $ 7,385 $ 30,211 $ 11,135 $ 14,368 $ 74,780 $ 19,318 -69- [ [ [ [ I' I_ 1. L [ I $anit~tion Airpozt $ 6,938 506 91 483 15 1 2 $ 1 701 212 717 130 800 1,159 1,964 69 29 (792) (1,396) 1,817 327 $ 10,613 $ 2,459 $ $ 2 188 15,064 i 74 1,969 15 4 425 - 3,027 3 16 - 239 - 30 12,059 1 7,123 2,408 52,845 293 45,118 3,516 189 11,171 (2,586) (105) (29,162) - 6,375 4,353 $ 380$ 126,271 6i $ $ 101 105 13,261 7 138 72 - - $ $ 108 - 1 535 174 22 14,120 - 138 - 85 $ 13,495 $ 250 $ - 1,447 - 30 349 - 56,925 174 $ 53$ 73,707 56 $ 2,903 $ (2,938) (694) (2,882) $ 2,209 $ 10,613 $ 2,459 $ 4,200 $ 184 $ 31,127 - 10,263 (21) 143 11,174 4,179 $ 327$ 52,564 4,353 $ 380$ 126,271 -69- CITY OF C~4~INING STATEMENT OF REVEN~S, EXP~NSES AND CHANTS IN ~ EQUITY ALL ~'~m/~ISE FUNDS Year ended June 30, 1995 (amounts expressed in thousands) Wastewater Pa~king T=eat~ent Charges for services Miscellaneous Total operating revenues Personal services Co~m~odities Services and charges Depreciation Total operating expenses Wa~er Operating income (loss) 970 $ 2, 674 $ 877 Nonoperating R~vmnues (Erasenses) Gain on sale of equipment Operating grants Interest income Interest expense Income (loss) before operating transfers Operating transfers: From other funds (To) other funds Total operating transfers in (out) Net income (loss) Depreciation on assets acquired by contributed capital that reduces contributed capital Total Equity (Defiuit), Beginn/rig Capital contributed during the year ~otal Equity (De~icit), Ending - $ $ - - 28 31 277 501 174 (537) (2,536) (228} 710 (583) (583) $ 127 $7,258 $ 28,263 $ 9,935 1,281 391 $7,385 $ 30,211 $ $ 667 $ 854 (45) $ (45) 667 $ 809 $2,434 $ 6,468 $ 4,111 494 247 - $2,928 $ 6,715 $ 4,111 $ 884 $ 1,073 $ 1,096 48 239 573 611 1,091 1,213 $1,543 $ 2,403 $ 2,882 415 1,638 352 $1,958 $ 4,041 $ 3,234 Sanita'c:Lon 6, 191 221 6,412 ~o~t 115 63 5 199 267 84 351 Transporta~..ion Broadband Telec~cat/ons Total $ 679 $ - $ 19,883 4 297 1,378 $ 683 $ 297 $ 21,261 $ 1,481 $ 180 $ 5,888 15 11 941 1,332 72 6,988 $ 2,828 $ 263 $ 13,817 351 29 3,219 $ 3,179 $ 292 $ 17,036 1,111 50 2,470 3,631 350 3,981 I $ 2,431 $ (236) $ (2,496) $ 5 $ 4,225 $ 48 4 314 2,793 $ (232) S 202 (70) (23) (70) $ 179 2,723 $ (53) 10 $ $ 10 557 668 17 14 1,297 - - (3,301) $ (1,912) $ 19 $ 2,899 1,746 $ $ 1,948 (67) (788) 1,746 $ (67) $ 1,160 (166) $ (48) $ 4,059  154 154 $ (5,605) $2,243 $ 3,821 $ 375$ 46,290 19 370 2,061 (2,882} $2,209 $ 4,179 $ 327$52,564 Ol~mza~tug Ac~vtties Operating income (loss) 970 Adjustments to reconcile operating income (loss) to net cash provided by (used in)operating activities: Depreciation 415 Changes in operating assets and liabilities: Accou/%ts, interfund and other receivables 5 Inventories - Deposits - Accounts, interfund and other payables 22 Accrued liabilities 3 Total adjustments $ 445 $ 1,415 Net cash provided by (used in) operating activities Operating grants received $ - Operating transfers from other funds - Operation transfers (to) other funds (583) Net cash provided by (used in) noncapital financing activities $ (583) Capital an~Rolate~ Financing Activities Net bond proceeds transferred in Acquisition and construction of property and equipment Principal paid on bonded debt Interest paid on bonded debt Cash received from sale of equipment Capital contributed Transfers to restricted bond reserves Payments from restricted bond reserves Net cash used in capital and related financing activities Cash Flows Pzovi~e~by Investing Activities - interest on investments Net increase in cash and cash equivalen%s Cash and Cash Equ/valants, Beginning Cash and Cash ~uivale~te, EricLing Supplemental Noncash Disolosuxes: Capital contributed for property and equipment (88) (475) (476) (1,136) 1,485 $ (690) Wastewater T=ea~nent $ 2,674 1,638 5O7 (18) (75) $ 2,052 4,726 $ 28 $ 28 2,013 (1,972) (1,703) (2,516) (3,480) 3,615 $ (4,043) 259 $ 542 401 1,253 1,254 $ 1,920 1,655 $ 3,173 $ 1,281 $ 877 $ 2,431 $ (236) 352 350 84 23 (238) (10) (149) 70 61 243 265 382 3 $ 551 $ 555 $ 330 $ 1,428 $ 2,986 $ 94 $ 31 $ 48 $ 4 _ 202 (45) (70) (23) I' $ (14) $ (22) $ 183 L $ 4,880 $ $ (5,523) (1,484) (298) (129) (1,133) 1,146 (1,096) $ (1,484) $ (298) 152 $ 258 $ (1) 470 1,738 (22) $ 37 1,924 $ 5,200 2,394 $ 6,938 391 $ $ 15 $ 2O MASS Bzoadbanct $ (2,496) $ 5$ 4,225 35] (3) 15 363 (2,133) $ 557 1,746 2,303 (667) 10 536 29 3,219 (4) 290 (10) (149) (5) 373 1 594 21 $ 4,317 26 $ 8,542 (67) (67) (18) $ (121} 8 57 644 $ 701 $ -73- (18) 14 (45) 233 188 668 1,948 (788) $ 1,828 $ 6,693 (10,050) (2,515) (3,121) 10 536 (5,749) 6,246 $ (7,750) $ 1,232 3,852 $ 15,064 $ 1,692 INTERNAL SERVICE The Internal Service Funds are utilized to account for goods provided by one department to other City departments on a cost basis. The funds in this category are: and services reimbursement Equipment Maintenance Fund - accounts for the provision of maintenance for City vehicles and equipment, and vehicle rental to other City departments from a central vehicle pool. Central Services Fund - accounts for the printing services and office supplies inventory provided to ether City departments. Loss Reserve Fund - accounts for the property and liability insurance premiums and claims activity for all City departments, including the self-insured retention portion. June 30, 1995 (amounts expressed in thousands) Equity in pooled cash and investments Receivables: Accounts and unbilled usage Interest Inventories Restricted assets - Equity in pooled cash and investments Property and equipment: Land Buildings and structures Improvements other than buildings Equipment and vehicles Accumulated depreciation Total assets $ 1,988 35 32 430 45 555 50 5,457 (3,138) 5,454 $ 245 3 23 230 (160) 341 $ 1,358 16 2,119 13 (5) $ 3,501 $ 3,591 35 51 453 2,119 45 555 50 5,700 (3,303) $ 9,296 Liabilities: Accounts payable Accrued liabilities Total liabilities Equity: Contributed capital Retained earnings: Reserved for health insurance Unreserved Total equity Total liabilities and equity $ $ $ 126 $ 126 109 6 1,188 1,303 $ 109 $ 6 $ 1,314 $ 1,429 $ 2,194 $ 16 $ 2 - 2,119 3,151 319 66 $ 5,345 $ 335 $ 2,187 $ 5,454 $ 341 $ 3,501 $ 2,212 2,119 3,536 $ 7,867 $ 9,296 -76- Operat/ngRev~uuee Charges for serVices Miscellaneous Total operating revenues Opez&ting]~eneee Personal services Commodities Services and charges Depreciation Total operating expenses Operating income (loss) Nonoper&tingRev~nues Gains on disposals of property and equipment Interest income Net income (loss) capital contributed CIT~ OF IO~ CITY, AND CHANGAS IN TOTAL EQUITX ALL ~ SERVICE FUNDS Year ended June 30, 1995 (al~ounts expressed in thousands) Iqu/poBnt Cent.~al Loss Ma/ntenance Se=viees aese~ve Total $ 2,552 $ 17 $ 2,787 $ 5,356 2 523 6 531 $ 2,554 $ 540 $ 2,793 $ 5,887 $ 763 $ 53 $ 34 $ 850 1,111 49 2 1,162 183 389 3,149 3,721 $ 2,057 $ 491 $ 3,185 $ 5,733 682 32 2 716 $ 2,739 $ 523 $ 3,187 $ 6,449 $ (185) $ 17 $ {394) $ (562) 8 $ - $ $ 8 104 13 128 245 (73) $ 30 $ (266) $ (309) 5,406 $ 305 $ 2,453 $ 8,164 12 12 5,345 $ 335 $ 2,187 $ 7,867 C~TY OF lO~U% CITY C(~BINING S~ OF CA~S FLOWS ALL INTEP/~L SERVICE FOND TYPES Yea~ ended J~ne 30, 1995 (amounts eap~sne~[ in ~housands) Ec~/pn~nt Cen~al Loss 0pe=at&ng aotiv~es Operating income (loss) $ (185) $ 17 $ (394) $ (562) Adjustments to reconcile operating income (loss) to net cash provided by operating activities: Depreciation Changes in operating assets and liabilities: Accounts, interfund and other receivables Inventories Accounts, interfund and other payables Accrued liabilities Total adjustments 682 (20) 187 853 Net cash provided by operating activities $ 668 Capi~al and RelatedFtnanoingAot~v~bies Acquisition and construction of pcoperty and equipment (506) Cash FXowe pro~-ldedbyInves~ngA~tiv/bies Interest on investments 83 Net increase in cash and cash equivalents 32 2 716 Cash ~nd C~sh P-quivalents, Baginn/ng Cash and Cash F~u~valen~s, Snd/ng Supplements/ Eonoash Disalosures: Capital contributed for property and equipment (20) (4) 183 11 11 4 396 404 ,$ 32 $ 409 $ 1,294 $ 49 $ 15 $ 732 $ (30) $ (6} $ (542) $ 12 $ 125 $ 220 $ 245 $ 31 $ 134 $ 410 $ 1,743 $ 214 $ 3,343 $ 5,300 $ 1,988 $ 245 $ 1,358 $ 3,591 S 12 $ 1 $ S 13 -78- TRUST AND AGENCY FUNDS The Trust and Agency Funds are used to account for assets held by the City in a trustee or custodial capacity for the bond trust fund, and for other entities, such as individuals, private organizations, or other governmental units. These fund types are categorized as follows: Expendable Trust Funds Johnson County Council of Governments Trust Fund - accounts for the financial activities of the metropolitan/rural cooperative planning organization. Wastewater Treatment Revenue Bonds Funded TrUSt Fund accounts for the investments placed in a self-administered trust, which, along with the earnings thereon, are expected to pay the outstanding wastewater treatment revenue bonds and the related interest as they mature. Agency Funds The City acts as custodian for the following funds: Project Green Fund - accounts for donations that are received to plant and develop yards and lawns, both public and private, within Iowa City. Mayor's Youth Employment Program Fund - accounts for state grants and local contributions to provide jobs for disadvantaged youths in Johnson County at various private nonprofit, public organizations and private sector work sites. Employee Deferred Compensation ~und - accounts for assets held for employees in accordance with the provisions of Internal Revenue code Section 457. Eligible employees are allowed to defer a portion of their salary until later years. Con~nunity Economic Betterment Account Fund - accounts for a loan from the State of Iowa passed through the City to a private company for economic development purposes. The loan is not an obligation of the City of Iowa City. -79- Equity in pooled cash and investments Interest rece£vabls Due from other governments Total assets Expendable Trus~ Funcl - Johnaon Count~ Counoil of Gove~ts Liabilities an~ Fund Balances Liabilities: Accrued liabilities Due to agency Deferred compensation payable Total liabilities Fund balances: Reserved ~or ~ohnson County Council o[ Governments Total liabilities and fund balances $ 14 $ 3,073 $ 3,087 7 24 31 $ 21 $ 3,099 $ 3,120 $ 10 $ 15 $ 26 167 167 2,917 2,917 $ 3,099 $ 3,110 $ $ 10 $ 3,099 $ 3,120 -80- Intergovernmental Charges for services Use of money and property Total revenues CIT~ 0P IOW~ CIT~, IOW~ COMBINING STJ~T~4ENT OF BEVENUES, ~ENDI~T~ES AND CH~N~$ I~ ~$ND BALaNCeS ALL EX~NDABLE TRUST PUNDS Year ended June 30, 1995 (amounts expressed in thousands) ~ohnson Count, CoUncil of ~vermaents Wasteware= Trea~-~t R~venue Bonds Fundad Trust Total 144 $ - $ 144 i - 1 4 4 145 $ 4 $ 149 Current operating - home and conunity environment Debt seruice - interest Total expenditures Excess (deficiency) of revenues over (under) expenditures 298 $ $ 298 - 2 2 298 $ 2 $ 300 Other Finant/rig Soureaa (Uses) Operating transfers from ether funds Operating transfers to other funds Net operating transfers (153) $ 2 $ {151) 135 $ - $ 135 135 $ $ 135 Excess {deficiency} of revenues and other financing sources over {under) expenditures and other financing uses {18) $ 2 $ (16) 2S $ 28 (2) Residual equity transfer out (2) Fund Balances 10 $ $ 10 -81- COMSININ~ STATEMENT OF CHANGES IN ASSETS A~D LIABILITIES ALL AGENCY FUNDS June 30, 199.5 (amounts expressed in thousands) Balance July 1, 1994 Increases Balance June 30, 1995 PreJeat Green Assets: Equity in pooled cash and investments Interest receivable Total assets Liabilities~ Due to agency Total liabilities Mayor's Youth Em~1olrment Program Assets: Equity in pooled cash and investments Due from other governments Total assets ]08 $ 43 $ $ 151 i 1 - 2 109 $ 44 $ - $ 153 $ 109 $ 44 $ $ 153 $ 109 $ 44 $ $ 153 $ 8 $ $ 3 $ 5 l0 14 - 24 $ 18 $ 14 $ 3 $ 29 Liabilities: Accrued liabilities S 18 $ $ 3 $ t5 Due to agency 14 - 14 Total liabilities $ 18 $ 14 $ 3 $ 29 Employee Deferred Com~ensation Fund Assetsx Equity in pooled cash and investments Total assets Liabilities: Deferred compensation payable Total liabilities $ 2,261 $ 656 $ - $ 2,917 $ 2,261 $ 656 $ - $ 2,917 $ 2,261 $ 656 $ - $ 2,917 $ 2, 26I $ 656 $ - $ 2,917 Community Essnomic Betterment Account Fund Assets: Equity in pooled cash and investments Total assets Liabilities: Accoultts payable Total liabilities $ $ 635 $ 635 $ $ $ 635 $ 635 $ $ $ 635 $ 635 $ $ $ 635 $ 635 $ Total Assets: Equity in pooled cash and investments Interest receivable Due from other governments Total assets $ 2,377 $ 1,334 $ 638 $ 3,073 1 1 - 2 lO 14 - 24 $ 2,388 $ 1,349 $ 638 $ 3,099 Liabilities: Accounts payable Accrued liabilities Due to agency Deferred compensation payable Total liabilities $ S 635 S 635 $ i8 3 15 109 58 - 167 2,261 656 - 2,917 $ 2,388 $ 1,349 $ 638 $ 3,099 -82- OTHER SUPPLEMENTAL INFORMATION -83- CITY OF IOWA CITY, IOWA SUMMARY OF BONDED INDEBTEDNESS DEBT BERVIC~ REQUIREMENTS TO MATURITY (INCLUDING I/~TERE~T) Year Ended ~eneral Bevenue June 3~ 0bl£~ation Bonds Total 1996 $ 4,629,412 $ 4,391,694 $ 9,021,106 1997 3,893,719 4,298,018 8,191,737 1998 3,628,544 4,347,144 7,975,688 1999 3,367,079 4,337,946 7,705,025 2000 3,227,291 4,331,809 7,559,100 2001 2,805,516 4,333,111 7,138,627 2002-2005 6,605,595 16,366,230 22,971,825 2006-2009 1,518,218 14,287,518 15,805,736 2010-2013 - - 13,673,500 13,673,500 Total ~29,675~37~ ~70,366~979 ~109,042,34~ -84~ STATiSTiCAL SECT[ON ~85° C1'~'~ OF ZOWA CITY, IOHA GENERAL GOVEI1NI~NTAL* ~EPENDI~IIU~S BY FUNCTION lIND TRANSfeRS TO OTHER FUNDS Last Ten Fiscal Years (amounts expressed in thousands) ~neral Fund Fiscal Year Ended Community au~an June, 3~ Pro2ection ' DeveloPment = Nome and Comm~ Policy ~nd Capital Environment 3 Administration ' Outlay Debt Service & Long-ts~-m Leases 1986 $4,076 $2,625 $2,539 $3,050 $951 1987 4,870 2,703 2,452 2,666 541 1988 5,112 2,821 2,597 3,439 987 1989 5,433 3,302 2,584 3,327 470 1990 5,826 3,686 2,722 3,449 430 1991 6,450 3,927 3,460 3,466 806 1992 7v338 4,670 2,528 3,919 625 1993 7,597 5,041 2,473 4,068 684 1994 8,352 5,507 2,792 4,378 915 1995 8,776 5,558 2,655 4,354 660 General Fund, Debt Service Fund and Special Revenue Funds. "Housing Authority was an Enterprise Fund prior to fiscal year ended June 30, 1992. Includes Police, Fire, Housing and Inspection Services, Traffic Engineering. Includes Recreation, Library, Senior Center, Parks, Animal Control. Includes Engineering, Streets Maintenance, Forestry & Cemetery, Public Works Administration. Includes Legislative, Executive, Financial Administration, Government Buildings, Escrows, Clearing Accounts, Planning & Community Development. 126 124 [~ 41 79 -86- ~o~un~ty 776 965 604 717 639 62? 764 1,619 1,674 Special Revenue Funds Other Shared and Orants $164 103 161 22 95 110 89 49 69 Urban Devalopmmnt Employee Housing Action Grant Benefits Authority - $724 100 90 53 46 75 124 47 2,908 165 4,587 3,815 238 5,496 Debt Transfers to Service Other Funds Total $1,935 $3,061 $19,928 2,734 3,629 20,867 3,014 4,218 23,436 2,946 4,274 23,235 2,587 6,321 25,959 2,761 5,978 27,739 2,907 7,333 32,915 2,380 7,975 35,902 2,348 8,929 38,734 2,367 8,978 40,825 -87- CITY OF IOWA ~,Z~L'Y,. IOWA GOVERNMENTAl* lq..EVENUE5 BY 80URCE ~ 'Xl~NSFER8 FROM Cr.l:~,,~R FUNDS Last Ten Fiscal Years (amounts expressed in thousands) Fiscal Year lntergov- Ended Property Licenses and ernmental Charges for Fines and June 30 Taxes Pezmi~s Revenue Services Forfei~urss 1986 $10,526 $310 $4,000 $1,561 $366 1987 11,334 332 3,855 1,735 345 1988 13,223 367 3,883 1,891 392 1989 13,899 404 4,241 2,196 381 1990 14,463 458 4,136 2,334 451 1991 15,091 415 4,575 2,554 448 1992 15,803 452 8,825 1,509 1993 16,543 473 10,797 891 ** 1994 17,134 564 11,073 2,563 ** 1995 18,470 605 12,860 2,689 ** Includes General Fund, Debt Service Fund and Special Revenue Funds. Reelsseed as miscellaneous revenue in fiscal 1992. Notes As of fiscal 1992, the Housing Authority Fund is reported as a special Revenue Fund. -88- Use o£ ~one~ and P~o~v N~sca~aneou$ o'che~ Funds ~o~&~ $272 $339 $2,249 $19,623 428 595 2,860 21,484 499 552 3,292 24,099 562 1,045 2,804 25,532 693 784 3,877 27,196 703 861 4,453 29,100 649 1,996 4,721 33,955 996 1,925 4,881 36,506 937 1,652 5,907 39,830 1,359 1,574 6,133 43,690 -89- ~:'~TY OF vOh~ C~'TY,IOWA ~t Ten F~cal Y~ (Cash Bas~s ) (~ounts exp=ess~ in thousands) Percent of Assessment Collect£on Total Tar C=rrent Tax Budget Delinquent Year Year Budqeted Colleotiona ~ollected Collec~lona 1984 1985-86 $ 10,451 $ 10,302 98.6% $ 134 1985 1986-87 11,227 10,972 97.7 230 1986 1987-88 12,355 12,460 100.8 a 304 1987 1988-89 13,269 13,183 99.4 a 313 1988 1989-90 13,821 13,330 96.4 a 261 1989 1990-91 14,577 14,489 99.4 163 1990 1991-92 15,567 15,422 99.1 212 1991 1992-93 16,593 16,588 100.0 190 1992 1993-94 17,187 17,150 99.8 27 1993 1994-95 18,484 18,440 99.8 24 To~al Tax $ 10,436 11,202 12,764 13,496 13,591 14,652 15,634 16,778 17,177 18,464 The state of Iowa made personal property exempt from property taxes with assessment year 1986. "~urrent Tax Collections" for the 1987-88 collection year lncludes the state's final payments of personal property tax credits for the 1986-87 collection year. "Current Tax Collections" for the 1988-89 collection year includes a personal property tax replacement payment by the state for the 1987-88 collection year. ~ota! as a Pewcent 2u~rent Budqet 99.9% 99.8 103.3 101.7 98.3 100.5 100.4 101.1 99.9 99.9 CITY OF IOWA CITY, IOWA PROPERTY TAX ~8 & TAX DOLLARS BUDGETED Last Ten Fiscal Years (amounts expressed in thousands) Tax Rates (1) Fiscal Y~ar Ended Employee To~c Debt June 30 ~eneral Llbrar~ Benefits LlabilitF Service 1986 $7.510 $ - - $ .693 $.370 $1,952 1987 7.107 - - .415 .835 1.892 1988 7.143 - - .709 .696 2,520 1989 7.991 - - .619 - - 2.545 1990 8.100 - - 1.135 - - 2.953 1991 8.100 - - 1.336 - - 2,152 1992 8.100 ~ - 1,927 ~ - 2.103 1993 8,100 .270 1.965 - - 1.541 1994 8.100 .270 2.073 - - 1.496 1995 8.100 .270 1.981 - - 1.661 Transit $ .360 .360 .481 .540 .540 .540 .540 · 950 · 950 .942 Total city Tax Rate $10.885 10. 609 11.549 11 ·695 12.028 12.128 12.670 12.826 12.889 12.954 Agri- cultural Land Tax Rate $3.004 3.004 3.004 3. 004 3.0O4 3.004 3. 004 3. 004 3. 004 3. 004 Tax Dollars Budgeted FiscaX Year Ended Trust Tort Debt June 30 General Librar~ & Agency Liability Service 1986 $ 7,204 $ - $ 665 $ 355 $ 1,872 1987 7,513 - 439 882 2,003 1988 7,630 - 757 743 2,701 1989 9,048 - 701 2,900 1990 9,291 - 1,302 2,600 1991 9, 71 9 - 1,603 2,600 1992 9, 934 - 2,364 2,600 1993 10,470 349 2,540 2,000 1994 10,793 360 2,763 2,000 1995 11,549 385 2,824 2,377 (:;Tax rate per $1,000 of taxable valuation. -91- Transit 345 380 514 611 619 648 662 1,228 ],266 1,343 Agri- cultural Land $ 10 10 8 8 7 7 6 6 6 Total $ 10,451 11,22) 12,355 13,268 13,820 14,57~ !5,567 16,593 17,188 18,484 CIT~OF ZOWA CITY, PROPE~TYTA~, ROAD USE TAX & HOTEL/MO~EL TAX ~u~ Last Ten Fiscal Years (amounts expressed in thousands) Fiscal Year ~nded June 30 Property Tax Road Use Tax Rotel/Motel Tax 1986 $ 10,525 $ 1,760 $ 211 1987 11~334 1,872 220 1988 13,223 1,917 243 1989 13,899 2,148 210 1990 14,463 2,463 223 1991 15,091 2,595 337 1992 15,803 3,228 328 1993 16,556 3,282 306 1994 17,134 3,493 427 1995 18,470 3,637 574 Total 12,497 13,426 15,383 16,257 17,149 18,023 19,359 20,144 21,054 22,681 -92~ CITY OP 1Ot'IA CX'ZY,TOWA ASBSSBED AND I~.SWIMAT~-D AC~JP~ VALUS OF WAXABI.~ PROPBRTY AND BXI~IP~ PROPER~."Y Last Ten Fiscal Years (amounts expressed in thousands) January Collection Year Ended June 30 Taxable Property Assessed Value/ Estimated Actual Value Exempt Property Value 1986 1987 1988 1989 1990 1988 1989 1990 1991 1992 1,246,382 1,291,185 1,308,654 1,380,339 1,416,496 61,814 62,357 65,923 71,925 74,864 1991 1992 1993 1993 1994 1995 1,554,754 1,599,347 1,785,047 76,185 84,432 84,132 1994 1995 1996 1997 1,858,875 2,154,979 96,508 98,450 Notes: p=operty is roassossed in the odd n~m~er years to make ad3ustments to all property values, As per the Cod~ of Iowa, Volume II, Chapter 441, paragraph 441.21 1.a., "All real ~d t~le p~=so~ pr~ s~eut ~ t~a~on s~11 ~ ~ued at its actual ~lue ~d, so ~ss~ shall ~ t~en ~d consl~r~ as ~e aosess~ ~lue ~d ~le ~ue of ~e Taxable property lnoLud~s real property, bulld/ngs and structures, industriaX plant and lix~mpt property lnoLudes that owned by religious and eduuational institutions, charitable and benevolent seelsties, low-rent housing and ansooiatlons for war veterans. Each must apply £or property t~ exe=pt status with the City Assessor, who deters/nos if the properky qualifies under state guidelines. Exempt property is assessed each year like other ~axable property. property owned by governmental entities is not taxable and is not included in "Exempt Property". ~93- CITY 0I~ XOW~ CITY~ IOWA PROPSRTY TAX ItATBS - ALL DXRECT ~M4D OVERIJ~Pp'rN(~ Last Ten Fiscal Years (per $1,000 assessed valuation) Iowa City Kirkwood Ratio of Collection school City of Johnson Community State of Iowa City Year District Iowa City Count¥~) College Iowa Total to Total 1985-86 $11.247 $10.885 $4.894 $0.445 $0.010 $27.481 39.6% 1986-87 11.381 10.609 4.915 0.445 0.005 27.355 38.8 1987-88 10.928 11.549 4.912 0.472 0.005 27.886 41.4 1988-89 '10.817 11.695 5.043 0.475 0.005 28.03S 41.7 1989-90 11.042 12.028 4.992 0.482 0.005 28.549 42.1 1990-91 11.347 12.128 5.327 0.481 0.005 29.288 41.4 1991-92 11.081 12.670 5.667 0.502 0.005 29.925 42.3 1992-93 11.331 12.826 6.378 0.532 0.005 31.072 41.2 1993-94 12.334 12.900 6.431 0.539 0.005 31.922 40.4 1994-95 12.338 12.954 6.431 0.$30 0.005 32.258 40.2 8ou~om~ "Tax Levies for Johnson County, Iowa," compiled by the Johnson County Auditor. Includes Johnson County, Assessor and Agricultural Extension levy. -94- Ton largest taxpaye~s(~) Iowa-Illinois Gas & Electric Company(2)~ Procter & Gamble Manufacturing Company Heitman Properties James & Loretta Clark Southgate Development company United Technologies Automotive Gillette.- Canada (Oral-B) American ~ollege Testing Program Rel,aseInternational Barker Partnership Total ¢IT~ OP IOWA ¢I~"~, IOWA PRINCIPAL TAXPAYERS A~ID EMPLOYERS Fiscal Year Ended June 30, 1995 (amounts expressed in thousands) TFDe of Business Public Utility Personal Products Manufacturing Old Capitol Mall Shopping Center Apartments Real Estate Developer Automotive Products Manufacturing Brush Manufacturing Educational Testing Service Paper Manufacturing Apartments Ten largest taxpayers as a percent of total assessed value. Ten major employerso) University of Iowa Iowa City Conmlunity S¢hool District Veterans Administration Medical Center City of Iowa City Mercy Hospital United Technologies Automotive American College Testing Program National Computer Systems Procter & Gamble Manufacturing Company Hy-Vee Food Stores Sources ¢~) City of Iowa City Assessor's Office (~) State Department of Revenue (2) Job Service of Iowa and the respective employer (including full- and part-time employees) Taxable Valuation % of Total Assessed Valuation $ 60,510 2.81% 26,882 21,072 18,250 15,442 14,541 13,673 13,318 12,700 11,251 9.64% 21,211 1,446 1,297 1,296 1,023 830 790 789 665 470 1.25 0.98 0.85 0.72 0.67 0.63 0.62 0.59 0.52 -95- SPECIAL ASSESSMENT COLLECTIONS Last Ten F£scal Years (amounts expressed £n thousands) FLscal Year Special Special Ratio of Bnded Assessments Assessments ColLection 20 30-Jun Billed Collected Amount Billed 1986 $ 53 $ 83 156.6% 1987 80 106 132.5 1988 65 75 115.4 1989 62 79 127.4 1990 207 274 132.4 1991 46 59 128.3 1992 29 35 120.7 1993 28 32 114.3 1994 26 45 173.1 1995 26 44 169.2 $ourc~ Johnson County Treasurer's Office "Special Assessments Collected" include the amounts received on the special assessments, past due assessments and the future installments. Total Outstanding Assessments 731 615 ~ 544 464 ~ 241 ~ 182 65 20 -96- CXTY OF :lOW& CXT~, ~OWA ~TXO OF NET GEI~-.~%L OBLXG,~ZON BORDED DEBT(~ ~ ASSESSED ~ ~ ~ BONDED DEBT PER CJ~PX~ Last Ten Fiscal Years (amounts expressed in thousands, except per capita) ~sse~sms~ as of January i PoDulation Assessed Value(~) 1986 50,508 $ 1,246,382 1987 50,508 1,291,185 1988 50,508 1,308,654 1989 50,508 1,380,339 1990 59,738 1,416,496 1991 59,738 1,554,754 1992 59,738 1,599,347 1993 59,738 1,785,047 1994 59,738 1,858,875 1995 59,738 2,154,979 General Obligation bonds. City of Iowa City Assessor's Office Debt Payable from Pro~ri~tar~ and Bonde~ Debt ~st ~nds ~nd ~lance $ 13,820 $ 1,931 $ 474 18,110 2,684 123 16,958 2,324 251 14,490 2,578 399 15,170 3,416 673 14,985 4,097 759 I4,550 3,621 807 12,650 3,061 504 17,790 6~919 285 23,655 12,993 504 Net Eeneral Obligation Bonde~ Dab~ $ 11,415 15,303 14,383 11,513 11,081 10,129 10,122 9,085 10,586 10,158 Ratio of Net Net Bonded Bonded Deb2 2o Debt Assessed Value Per Capita 9.16=1000 $ 226 11.85=1000 303 10.99=1000 285 8.34:1000 228 7.82:1000 185 6.51:1000 170 6.33:1000 169 5.09=1000 152 5.69:1000 177 4.71:1000 170 CZ~ OF ZOW& CZt~Z, 10~ IUtTXO OF ~ DES~ B~VX~ ~X~S G~ ~O~D DEBT TO ~ G~ ~~ Last Ten Fiecal Years (~ounts eMpressed In thousands) Total ~eneral ~overmaental Total Expenditures Interest Debt service and Transfers 656 $ 1,935 $ 19,928 1,024 2,734 20,866 942 3,014 23,436 931 2,946 23,234 837 2,588 25,959 822 2,760 27,740 826 2,906 32,915 639 2,380 35,903 526 ~,349 38,734 559 2,367 40,825 Fiscal Year ~nda~ June 30 Principal 1986 $ 1,279 1987 1,710 1988 2,072 1989 2,015 1990 1,751 1991 1,938 1992 2,080 1993 1,741 1994 1,823 1995 1,808 Ratio of Debt Service to ~eneral ~xpend£tures $.10 : 1.00 .13 : 1.00 .13 : 1.00 .13 ~ 1.00 .10 : 1.00 · 10 : 1.00 .09 : 1.00 .07 : 1.00 · 06 ~ 1.00 .06 : 1.00 .General Fund, Debt Service Fund and Special Revenue Funds. -98- [ [ [ [ L { l: I_ ~overnmental Unit City of Iowa City Iowa City Community School District Total CITY OF IOWA CITY, IOWA COM~UTATION OF DXItECT ]%ND OVEItT~APPING DEBT June 30, 1995 (amounts expressed in thousands, except per capita) Amount Total ~eneral % Applicable Applicable L~ng-Te~ to the to ~he Bonded Debt City of City of Outatanding_ Iowa CitF Iowa CltF $ 10,662 6,700 ,$ 100.00% $ 10,662 70.81% 4,744 $ 15,406 Per capita assessed value Per Capita $ 170 79 249 $ 36,074 sourcel Johnson County Auditor's Office -99- CIT~ OF IOWA CITY, IOWA S~HEDULE OF ~ BOND CO'ERASE Last Ten Fiscal Years (amounts expressed in thousands) Fiscal Yen= Net Revenue ~-~ual Debt Service Ended Available for Ratio o~i June 30 Revenue Expenses(~2 Deb~ Service Principal Interest Total ~overa~ PnrJ~inq Revenue(~) 1989 2,187 954 1,233 170 448 610 2.00 1990 2,271 983 1,288 100 435 615 2.09 1991 2,345 983 1,362 195 419 614 2.22 1992 2,430 1,022 1,408 220 385 605 2.33 1993 2,778 1,340 1,438 405 493 898 1.60 1994 3,139 1,291 1,848 445 505 950 1.95 1995 3,205 1,543 1,662 475 476 951 1.75 Wastewater Treatment Revenue(2) 1986 $ 1,793 $ 965 $ 828 $ 70 $ 30 $ 100 8.28 1987 3,077 979 2,098 - 794 794 2.64 1988 4,785 983 3,802 3,023 3,023 1.26 1989 5,638 1,035 4,603 - 3,023 3,023 1.52 1990 4,902 1,408 3,494 650 2,998 3,648 0.96 1991 6,024 1,758 4,266 625 2,926 3,551 1.20 1992 6,459 1,997 4,462 725 3,025 3,750 1.19 1993 6,137 2,044 4,093 775 2,841 3,616 1.13 1994 6,882 2,467 4,415 1,060 2,287 3,347 1.32 1995 7,244 2,403 4,841 1,165 2,292 3,457 1.40 fi) Excludes depreciation. (~) Parking Revenue bonds ratio Of "Net Revenue Available for Debt Service" to "Total Annual Debt Service" is required to be at least 1.25 (2) Wastewater Treatment Revenue bonds ratio of"Net Revenue Available for Debt Service" to "Total ~n~nual Debt Service" is required to be at least 1.10. -100- CITY OF IOn& CITY~ IOW~ DEMOGP~PHIO STAT~ STICS Median Calendar Popula- Per Capi2a Median F~ly Education Retail Sales* Yea~ ~ion Income Age Income Level(~) (Approx.) 1950 27,212 N/A 25.3 $ 3,245 68.1% $34,993,000 1960 33,443 $ 1,914 24.1 5,769 69.5 46,607,000 1970 46~850 3~025 22.6 9,942 82.1 84,322,000 1974 47,744 4,465 23.4 9,942 82.1 125,920,000 1980 50,508 7,247 24.6 22,325 89.5 215,305,000 1990 59,738 13,277 24.9 39,259 93.9 480,964~848 Sou=ce~ U.S. Department of Commerce~ Bureau of the Census Percent of Population completing 12 years of formal schooling or more. N/A - Not Available Iowa Retail Sales & Use Tax Report, State of Iowa Department of Revenue & Finance. Fiscal Year Ended June 30 8chool Enrollment Public(~ Private(~ Unemployment Rate~4~ 1986 8,355 611 2.1 1987 8,595 616 1.7 1988 8,693 626 1.9 1989 8,971 649 1.1 1990 9,10-2 677 1.7 1991 9,380 729 1 · 7 1992 9,658 746 2.3 1993 9,830 834 1.9 1994 10,022 878 1.5 1995 10,233 920 3.1 Iowa City Community School District Local private schools Job Service of Iowa -101- CITY OF 10'~A CITY, ZOW& PROPERTY VALUE, BUZLDXNG PEI~ZTS RND B~.NK DEPOSITS Last Ten Fiscal Years (amounts expressed in thousands) F£scal New Construc%ion Year Number ~nded PropertF Value(1) of Value June 30 Real Exempt Permits _ of Permits(2) 1988 $ 1,246,382 $ 60,943 160 $ 17,62~ 1987 1,291,185 60,987 178 12,750 1988 1,308,654 62,576 168 15,669 1989 1,380,339 67,777 229 42,280 1990 1,416,496 74,864 238 40,655 1991 1,554,754 76,185 234 27,167 1992 1,599,347 84,432 256 31,070 1993 1,785,476 84,132 299 39,592 1994 1,858,875 96,508 345 56,257 1995 2,154,979 98,450 215 40,481 {1) Source: Iowa City Assessor's Office (2) Permit values are based on estimated construction costs. (3) Local bank offices - Hills Bank & Trust Company, Perpetual Savings Bank, Iowa State Bank & Trust Company, Hawkeye State Bank, First National Bank, Homeland Savings Bank, Federal Employees Credit Union and the University of Iowa Community Credit Union. -102- Raodel~ng Re_pair and &dd£'cone Total Bui1ding Per. its Ntmber Value Number Value 265 $ 5,962 425 $ 23,590 321 7/419 499 20,168 337 9,491 505 25,160 276 5,943 468 48,223 302 8,185 540 48,839 301 12,710 535 39,877 374 14,957 630 46,026 360 9,292 659 48,884 543 18,812 888 75,069 436 10,915 651 51,396 Bank and Credit Union Deposits(3) $ 552,479 578,988 583,626 609,261 655,389 698,578 748,518 786,882 805,857 854,155 CI~"Z OF IOWA CITY, IOWA MISC~J.4%NEOUS STATISTICAL DATA Year ended Juno 30, 1995 Date of incorporation Form of government Area Miles of streets: Paved (approx.) Unpaved (approx.) Number of street lights Police protection: Number of stations Number of sworn personnel Fire protection: Number of stations Number of sworn personnel Municipal water department: Number of active accounts Average daily consumption (in gallons) Miles of water mains (approx.) Lift stations (active) Miles of sanitary sewers (approx.) Cemetery Recreation: Municipal parks: Number of parks Number of acres Municipal swimming pools Oolf courses non-municipal Other municipal facilities= Recreation Center Ball diamonds Tennis courts Senior Center Parking= Parking ramps/spaces Parking lots/spaces On-street meters Landfill: Number of account receivable customers Tons (charge and cash) Sanitation: Number of customers Tons April 6, 1853 Council/Manager 14,240 acres 230 8 2,483 1 58 3 51 18,138 6,700,000 230 14 200 35 858 3 5 1 25 12 1 3/2064 8/515 870 309 86,667 12,694 9,852 -104- . [ [ [ [ [ [ [ L I: CI~'~ OF ZOlA CX~ ZOlA HISCELT. J~NEOUS STaTiSTICaL D~TA Year ended June 30, 1995 (continued) Library~ Number of volumes (approx.) Registered Cardholders Educational Inetitutions¢~1I Elementary schools Junior high schools High schools Alternative Learning Centers Vocational-school Community college University Hospitals City Employeee~ Permanent Temporary Electionsl~>l Last general election - 1994 . Registered voters Number of votes cast Percentage voting Last municipal election - 1993 Registered voters Number of votes cast Percentage voting 207,239 55,064 18 3 3 1 1 1 1 3 565 731 38,873 19,791 50.9% 36,984 7,929 21.4% (~) Iowa City Community School District and local private school off school offices. ¢z) Johnson County Auditor -105- C~"L~I OF' IOWA CI~'Y, IOWA Last Ten Fiscal Years Fiscal On-Street Off-Street CI~ Perilshera1 Year En~ Meters Meters Meters i=) Ramps Lots ¢~) June 30 (Der hour} (Der hour} (D~r hour} (Der hour} ¢~er month} 1986 . $ 0.30 $ 0.30 $ 0.40 $ 0.40 $ 30 1987 0.30 0.30 0.40 0.40 30 1988 0.30 0.30 0.40 0.40 30 1989 0.30 0.30 0.40 0.40 30 1990 0.30 0 · 30 0.40 0 · 40 30' 1991 0.30 0.30 0.40 0.40 30 1992 0 · 30 O. 30 0.40 0.40 30 1993 0.30 0.30 0.50 0.45 m 35 0.50 1994 0.30 0.30 0.50 0.45 ~ 35 0.50 1995 0.30 0.30 0.50 0.45 ~' 35 0.50 O. 30 Employees of the City of Iowa city pay half price for permits in the peripheral lots. CBD refers to Central Business District. Dubuque Street Ramp. Capitol Street Ramp. Chauncey Swan Ramp. Co~merolal Ramp Permits (per m~nth) $ 40 Overtime Parking $ 3 40 3 40 3 40 3 40 3 40 3 40 3 45 ~' 3 55 45 ~ 3 55 45 ~ 3 55 35 CITY OF IOWA CITY, IOWA SCHEDULE OF LIABILITY AND PROPERTY INSURANCE IN FORCE June 30, 1995 Company St. Paul Companies Assodated Aviation Un- derwriters Travelers Insurance Co- mpany Assisted Housing Risk Management Associa- tion Fidelity Bonds: Allied Mutual Insurance Company Type of Coverage Comprehensive general tiability, auto liability, police professional liability, public officials' errors, workers' com- pensation and omissions liabiIity. Blanket building and contents, con- tractor's equipment, EDP, auto phy- sisel damage, flood and earthquake included at $10 million sub-limit. Airport premises liability and ground hangarkeeper's legal liability. Boiler and machinery coverage at nine locations. Public Housing Pool: general liability and property damage coverage, Public employees blanket bond Finance Director Assistant Finance Director Limits of Coverage $5 million general aggregate - oc- currence; $100,000 self-insured retention (SIR) and $610,000 maxi- mum retention Polic of Policy # Annual ~ Premium t6 GP08000049 $459,047 V~.~VA8001130 ;)6 87ALI153830 $7,350 )6 660933G2446TIL95 $5,223 )6 P100188059 $7,260 L100188058 96 BD7900550692 $2,143 $88,160,583 agreed amt. per occur- fence; deductible on property sec- tion is $50,000 per event and $250.000 aggregate 6/95-6/96 $5 million/combined single limit; $1 6/95-6/96 million/aircraft $8,287,388 aggregate; $10,000 de- 6/95-6/96 ductible $1 million per occurrence on liability; 3/95-3/96 $5 million on all property damage $75,000 honesty blanket bond on all employees; $925,000 6/95-6196 -108- COMPLIANCE SECTION ~ ~RNST& YOUNG ILP Suite 3400 801 Grand Avenue Des Moines. Iowa 50309-2264 Report of Independent Auditors on the Supplementary Schedule of Federal Financial Assistance · Phone: 515 243 2727 The Honorable Mayor and Members of the City Council City of Iowa City, Iowa We have audited the general purpose financial statements of the City of Iowa City, Iowa as of and for the year ended June 30, 1995, and have issued our report thereon dated December 13, 1995. These general purpose financial statements are the responsibility of the City's management. Our responsibility is to express an opinion on these general purpose financial statemenu based on our audit. We conducted our audit in accordance with generally. accepted auditing standards, Chapter 11 of the Code of Iowa and Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the general purpose financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the general purpose financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinion. As discussed in Note 2 to the accompanying Schedule of Federal Financial Assistance, the City of Iowa City, Iowa prepares the schedule on the basis of cash disbursements. The accompanying general purpose financial statements have been prepared on the accrual and modified accrual basis and, thus, reflect accrued grant receivables and deferred grant revenues that are not recorded in the accompanying Schedule of Federal Financial Assistance. Our audit was made for the purpose of forming an opinion on the general purpose financial statements of the City of Iowa City, Iowa taken as a whole. The accompanying Schedule of Federal Financial Assistance is presented for purposes of addit/onal analysis and is not a required part of the general purpose financial statements. Such informat/on in that schedule has been subjected to the auditing procedures applied in the audit of the general purpose financial statements and, in our opinion, is fairly presented in all material respects in relation to the general purpose financial statements taken as a whole. December 13, 1995 -109- Federal Programs: Department of Mousing and programs-Pass Througa Funds: Development C~tT~ o~ Iowa C~ Sch~e o£ Federal F~nan~m/ June 30, 1995 Community Development Block Grant: Metro Entitlement Metro Entitlement Metro Entitlement Metro Entitlement/Flood Grant Metro Entitlement/Flood Grant B91-MC-19-0009 B93-MC-19-0009 894-MC-19-0009 B93-MF-19-0009 B94-MF-19-0009 Public Housing Drug Grant Public Housing Acquisition Public Housing Acquisition Public Housing Construction Grant 14.218' $ 1,000 $ 1,000 14.218' 438~661 432,144 14.218 * 432,175 432,175 14.218 * 526,694 526,694 1,464,523 1,458,006 B94-MC-19-0205 14.239 54,336 54,336 Section 8 Existing-Cert. 8-01 Section 8 Voucher Program 9-01 Iowa Rive= Flood Repairs IA05DEPO-2293 14.854 23,005 23,005 IA05-PO22-006 14.850 * 1,625 1,625 IA05-PO22-010 14.850 * 845,169 84B, 169 1A05PO22008 14.850 * 348,727 348,727 1A05PO22009 14.850 * 240.627 260.627 Development - 1A05-E022-008/021 IA-05-V022-009/019 Total Housing and Urban Direct Federal Funds Rental Eehab ~rogram 68-6114-4-731 10.062 Emergency Shelter Grant Emergency Shelter Grant 2,281,182 1,299.882 3,581,064 6.559.077 259,892 $ 6,~J8.969 Total Direct Federal Funds 2,281,182 3,581,064 6.572.559 183,880 R91-SG-19-0114 14.230 $ 29,026 S 29,026 93-ES-017 14.510 94-ES-013 14.510 M92-SG-19-0106-100 14.239 Federal Pass Through ~unds 56.132 56,132 56.132 56,132 C~t%, of Z~wa Clt-~ Section 9 Operating Capital Grant Sect£on 9 Operating Capital Grant IA-90-X141 Section 8 Planning Grant - ~Y94 Section 8 Planning Grant - FY95 ETA section 9 FY94 ETA section 8 FT95 Torre/ 20.507 3,560 2,848 20.507 2.998.189 294.130 3,001,749 296,978 20.505 20.505 30.025 30,025 24,O~0 Dept. of Transpor%a~ion Passed through to Iowa Dept. of Transportation Federal Emergency Mgt. Passed through iowa Dept. of Public Defense Transit "PL" Funds FY95 Section 3 Bus Acquisition Grant FHWA Flood Grant FEMA PuOlic Assistance Grant 'Tested as a "major" program. See Notes to Schedule o~ Federal }'lnancial Assistance Programs. IA-PL/8-~Y9¢-JCCOG rA-PL/8-~Y95-JCCOG 03-0071-371-94 900 F~WA 57,399 20. 500 656,446 FHWA Total Department of Transportation - Federal Pass Through ~unds 103-38595 83.516 Total Federal Pass Through Funds 713,835 3,745,609 189,202 4.155,963 Total Federal Assistance $ 10,974,93~1 45,911 521,031 566,942 887,940 170.282 S 1.279.373 8,035,812 (1} (2) CITY OF IOWA CI%"~, IOWA Notes to Schedule of Federal Financial Assistan=e Programs Year Ended June 30, 1995 General The accompanying Schedule of Federal Financial Assistance Programs presents the activity of all federal financial assistance programs of the City of Iowa City, Iowa, for the year ended J~e 30, 1995. The city of Iowa City reporting entity is described in Note I to the City's general purpose financial statements. All federal financial assistance received directly from federal agencies as well as federal financial assistance passed through other government agencies is included on the Schedule. Expenditures include, where appropriate, the City's matching monies. Basis of Acco%mtinq The accompanying Schedule of Federal Financial Assistance Programs is presented using the cash basis of accounting (cash receipts are recorded in the year cash is received by the City and cash disbursements are recorded in the year the City issued the warrant). Federal financial assistance revenues are reported in the City's general purpose financial statements on the modified accrual/accrual basis of accounting, which is described in Note 1 to the City's general purpose financial statements. -112- ERNST& YOUNG LLP Suite 3400 80! Grand Avenue Des Moines, Iowa 50309-2764 Phone 515 243 2727 Report of Independent Auditors on the Internal Control Structure Based on an Audit of the General Purpose Financial Statements Performed in Accordance With Government Auditing Standards The Honorable Mayor and Members of the City Council City of Iowa City, Iowa We have audited the general purpose financial statements of the City of Iowa City, Iowa as of and for the year ended June 30, 1995, and have issued our report thereon dated December 13, 1995. We conducted our audit in accordance with generally accepted auditing standards, Chapter 11 of the Code of Iowa and Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the general purpose f'mancial statements are free of material misstatemenu The management of the City of Iowa City, Iowa is responsible for establishing and maintaining an internal control structure. In fulfilling this responsibility, estimates and judgments by management are required to assess the expected benefits and related costs of internal control structure policies and procedures. The objectives of an internal control structure are to provide management with reasonable, but not absolute, assurance that assets are safeguarded against loss from unauthorized use or disposition, and that transactions are executed in accordance with management's authorization and recorded properly to permit the preparation of general purpose f'mancial statements in accordance with generally accepted accounting principles. Because of inherent limitations in any internal control structure, errors or irregularities may nevertheless occur and not be detected. Also, projection of any evaluation of the structure to future periods is subject to the risk that procedures may become inadequate because of changes in conditions or that the effectiveness of the design and operation of policies and procedures may deteriorate. In planning and performing our audit of the general purpose financial statements of the City of Iowa City, Iowa for the year ended June 30, 1995, we obtained an understanding of the internal control structure. With respect to the internal control structure, we obtained an understanding of the design of relevant policies and procedures and whether they have been placed in operation, and we assessed control risk in order to determine our auditing procedures for the purpose of expressing our opinion on the general purpose financial statements and not to provide an opinion on the internal control structure. Accordingly, we do not express such an opinion. -~1 ~RNST & YOUNG LLP Our consideration of the internal control structure would not necessarily disclose all matters in the internal control structure that might be material weaknesses under standards established by the American Institute of Certified Public Accountants. A .material weakness is a condition in which the design or operation of one or more of the internal control structure elements does not reduce to a relatively low level the risk that errors or irregularities in mounts that would be material in relation to the general pur~o.~. fmuncial statements being audited may occur and not be detected within a timely penoo ~)y employees m the normal course of performing their assigned functions. We noted no matters involving the internal control structure and its operations that we consider to be material we~k'~esses as defined above. However, we noted certain matters involving the internal control structure and its operation that we have reported to the management of the City of Iowa City, Iowa in a separate letter dated December 13, 1995. This report is intended for the information of the management of the City of Iowa City, Iowa, the cognizant oversight agencies and other federal and state grantor agencies. However, this report is a matter of public record and its distribution is not limited. December 13, 1995 ~114~ ERNST& YOUNG LLP · Smte 3400 801 G~'and Avenue Des Moines, Iowa 50309-2764 · Phone: 515 243 2727 Report of Independent Auditors on Compliance With Laws, Regulations, Contracts and Cn'ants Based on an Audit of the General Purpose Financial Statements Performed in Accordance With Government Auditing Standards The Honorable Mayor and Members of the City Council City of Iowa City, Iowa We have audited the general parpose financial statements of the City of Iowa City, Iowa as of and for the year ended June 30, 1995, and have issued our report thereon dated December 13, 1995. We conducted our audit in accordance with generalist..accepted auditi.ng standards, Chapter 11 of the Code of Iowa, and Government Audittng Standards, issued by the Comptroller General of the United States. Those smdards require that we plan and perform the audit to obtain reasonable assurance about whether the general purpose financial statements are free of material misstatement. Compliance w;ith laws, regulations, contracts and grants applicable to the City of Iowa City, Iowa is the responsibility of the City's management. As part of obtaining reasonable assurance about whether the general purpose financial statemenu are free of material misstatement, we performed tests of the City's compliance with certain provisions of laws, regulations, contracts and grants. However, the objective of our audit of the general purpose financial statements was not to provide an opinion on overall compliance with such provisions. Accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance that are required to be reported herein under Government Auditing Standards. This report is intended for the information of the management of the City of Iowa City, Iowa, the cognizant oversight agencies and other federal and state grantor agencies. However, this report is a matter of public record and its distribution is not limited. December 13, 1995 -115- ~ Subic 3400 80] Grand Avenue De.~ Moines. Iowa 50309-2764 · Phone: 515 2432727 Report of Independent Auditors on Compliance With the Specific Requirements Applicable to Major Federal Financial Assistance Programs The Honorable Mayor and Members of the City Council City of Iowa City, Iowa We have audited the general purpose financial statements of the City of Iowa City, Iowa as of and for the year ended June 30, 1995, and have issued our report thereon dated December 13, 1995. We also have audited the City of Iowa City, Iowa's compliance with the requirements governing types of services allowed or unallowed; eligibility; special reporting requirements; monitoring subrecipients; matching, level of effort and/or earmarking requirements; and special tests and provisions that are applicable to each of its major federal financial assistance programs, which are identified in the accompanying Schedule of Federal Financial Assistance, for the year ended June 30, 1995. The management of the City is responsible for the City's compliance with those requirements. Our responsibility is to express an opinion on compliance with those requirements based on our audiL We conducted our audit of compliance with those requirements in accordance with generally accepted auditing standards, Chapter 11 of the Code of Iowa, Government A. uditing Standards, issued by the Comptroller General of the United States, and Office of Management and Budget ("OMB") Circular A-128, Audits of State and Local Governments. Those standards and OMB Circular A-128 require that we plan and perform the audit to obtain reasonable assurance about whether material noncompliance with the requirements referred to above occurred. An audit includes examining, on a test basis, evidence about the City of Iowa City, Iowa's compliance with those requirements. We believe that our audit provides a reasonable basis for our opinion. The results of our audit procedures disclosed immaterial instances of noncompliance with the requirements referred to above, which are described in the accompanying Schedule of Findings and Questioned Costs. We considered these instances of noncompliance in forming our opinion on compliance, which is expressed in the following paragraph. In our opinion, the City of Iowa City, Iowa complied, in all material respects, with the requirements g. oveming types of services allowed or unallowed; eligibility; special reporting requirements; monitoring subrecipients; matching, level of effort and/or earmarking requirements; and special tests and provisions that are applicable to each of its major federal financial assistance programs for the year ended June 30, 1995. This report is intended for the information of the management of the City of Iowa City, Iowa, the cognizant oversight agencies and other federal and state grantor agencies. However, this report is a matter of public record and its distribution is not limited. December 13, 1995 -116- ERNST& YOUNG LLP · State 3400 801 Grand Avenue Des Moines, Iowa 50309-2764 Phone: 51.5 243 2727 Report of Independent Auditors on Compliance With the General Requirements Applicable to Federal Financial Assistance Programs The Honorable Mayor and Members of the City Council City of Iowa City, Iowa We have a~u~ .t~d the general purpose financial statements of the City of Iowa City, Iowa as of and ior the year ended June 30, 1995, and have issued our report thereon dated December 13, 1995. We have applied procedures to test the City of Iowa City, Iowa's compliance with the following requirements applicable to its federal financial assistance programs, which are identified in the Schedule of Federal Financial Assistance, for the year ended June 30, 1995: political activity, Davis-Bacon Act, civil rights, cash management, rolecation assistance and real properly acquisition, federal financial reports, allowable costs/cost principles, Drug-Free Workplace Act and administrative requirements. Our procedures were limited to the applicable procedures described in the Office of Management and Budget's Compliance Supplement for Single Audits of State and Local Governments. Our procedures were substantially less in scope than an audit, the objective of which is the expression of an opinion on the City of Iowa City, Iowa's compliance with the requirements l/steal i~ the preceding paragraph. Accordingly, we do not express such an opinion. With respect to the items tested, the results of those procedures disclosed no material instances of noncompliance with the requirements listed in the preceding paragraph. With respect to items not tested, nothing came to our attention that caused us to behove that the City of Iowa City, Iowa had not complied, in all material respects, with those requirements. This report is intended for the infomarion of the management of the City of Iowa City, Iowa, the cognizant oversight agencies and other federal and state grantor agencies. However, this report is a matter of public record and its distribution is not limited. December 13, 1995 -117- Suite 3400 801 Grand Avenue Des Moines, Iowa 50309.2764 · Phone: 515 243 2727 Report of Independent Auditors on Compliance With Specific Requirements Applicable to Nonmajor Federal Financial Assistance Program Transactions The Honorable Mayor and Members of the City Council City of Iowa City, Iowa We have audited the general purpose financial statements of the City of Iowa City, Iowa as of and for the year ended June 30, 1995, and have issued our report thereon dated December 13, 1995. In con~_.ection with our audit of the. general purpose .financial statements of the City of Iowa C~ty, Iowa, and with our consideration of the C~ty's internal control structure used to administer federal financial assistance programs, as required by the Office of Management and Budget ("OMB") Circular A-128, Audlts of State and Local Governraen~, we selected certain transactions applicable to certain nonmajor federal financial assistance programs for the year ended Jane 30, 1995. As required by OMB Circular A-128, we have performed auditing procedures to test compliance with the requirements governing types of services allowed or unallowed and eligibility that are applicable to those transactions. Our procedures were substantially less in scope than an audit, the objective of which is the expression of an opinion on the City's compliance with these requirements. Accordingly, we do not express such an opinion. With respect to the items tested, the results of those procedures disclosed no material instances of noncompliance with the requirements listed in the preceding paragraph. With respect to items not tested, nothing carne to our attention that caused us to believe that the City of Iowa City, Iowa had not complied, in all material respects, with those requirements. This report is intended for the information of the management of the City of Iowa City, Iowa, the cognizant oversight agencies and other federal and state grantor agencies. However. this report is a matter of public record and its distribution is not limited. December 13, 1995 -118- ERNST&YOUNG LLP State 3400 801 Grand Avenue Des Moines. Iowa 50309-2>'64 Phone 515 243272? Report of Independent Auditors on the Internal Control Structure Used in Administering Federal Financial Assistance Programs The Honorable Mayor and Members of the City Council City of Iowa City, Iowa We have audited the general purpose f'mancial statements of the City of Iowa City, Iowa as of and for the year ended June 30, 1995, and have issued our report thereon dated December 13, 1995. We have also audited the City's compliance with requirements applicable to major federal financial assistance programs and have issued our report thereon dated December 13, 1995. We conducted our audits in accordance with generally accepted auditing standards; Chapter I 1 of the Code of Iowa; Government Auditing Standards, issued by the Comptroller General of the United States; and Office of Management and Budget (OMB) Circular A-128, Audits of State and Local Governments. Those standards and OMB Circular A-128 require that we plan and perform the audit to obtain reasonable assurance about whether the general purpose f'mancial statements are free of material misstatement and about whether the City complied with laws and regulations, noncompliance with which would be material to a major federal financial assistance program. In planning and performing our audits for the year ended June 30, 1995, we considered the City of Iowa City, Iowa's internal control structure to determine our auditing procedures for the purpose of expressing our opinions on the general purpose financial statements of the City and on its compliance with requirements applicable to major programs, and to report on the internal control structure in accordance with OMB Circular A-128. This report addresses our consideration of internal control structure policies and procedures relevant to compliance with requirements applicable to federal trmancial assistance programs. We have addressed policies and procedures relevant to our audit of the general purpose financial statements in a separate report dated December 13, 1995. The management of the City of Iowa City, Iowa is responsible for establishing and maintaining an internal control structure. In fulfilling this responsibility, estimates and judgments by management are required to assess the expected benefits and related costs of internal control structure policies and procedures. The objectives of an intemal control structure are to provide management with reasonable, but not absolute, assurance that assets are safeguarded against loss from unauthorized use or disposition, that transactions are executed in accordance with management's authorization and recorded properly to permit the preparation of general purpose financial statements in accordance with generally accepted accounting principles, and federal financial assistance programs are ERNST& YOUNG LLP managed in compliance with applicable laws and regulations. Because of inherent limitations in any internal control structure, errors, irregularities, or instances of noncompliance may nevertheless occur and not be detected. Also, projection of any evaluation of the structure to future periods is subject to the risk that procedures may become inadequate because of changes in conditions or that the effectiveness of the design and operation of policies and procedures may deteriorate. For the purpose of this report, we have classified the significant internal control structure policies and procedures used in administering federal financial assistance programs in the following categories: General Requirements o Political activity o Civil rights · Relocafion assistance and real property acquisition · Allowable costs/cost principles · Davis-Bacon Act ~ o Cash management ~ Federal fumcial reports · Drug-Free Workplace Act * Administrative requirements Specifie Requirements * Types of services allowed or unallowed · Eligibility * Special reporting requirements · Monitoring subrecipients Matching, level of effort and/or earmarking · Special tests and provisions For all of the internal control structure categories listed above, we obtained an understanding of the design of relevant policies and procedures and determined whether they have been placed in operation, and we assessed control risk. During the year ended June 30, 1995, the City of Iowa City, Iowa expended 87% of its total federal financial assistance under major federal financial assistance programs. We performed tests of controls, as required by OMB Circular A-128, to evaluate the effectiveness of the design and operation of internal control structure policies and procedures that we considered relevant to preventing or detecting material noncompliance with specific requirements, general requirements, and requirements governing claims for advances and reimbursements and amounts claimed or used for matching that are applicable to each of the City of Iowa City, Iowa's major federal f'mancial assistance programs, which are identified in the accompanying Schedule of Federal Financial Assistance. Our procedures were less in scope than would be necessary to render an opinion on these internal control structure policies and procedures. Accordingly, we do not express such an opinion. -120- [1 II ~ ~RNST& }zOUNG LLP Our consideration of the internal control structure policies and procedures used in administering federal financial assistance programs would not necessarily disclose all matters in the internal control su'ucture that might be material weaknesses under standards established by the American Institute of Certified Public Accountants. A material weakness is a condition in which the design or operation of one or more of the specific internal control structure elements does not reduce to a relatively low level the risk that noncompliance with laws and regulations that would be materiE to a federal f'mancia] assistance program may occur and not be detected within a timely period by employees in the normal course of performing their assigned functions. We noted no matters involving the internal control structure and its operation that we consider to be material weaknesses as defined above. However, we noted other matters involving the intemal control structure and its operation that we have reported to the management of the City of Iowa City, Iowa in a separate letter dated December 13, 1995. This report is intended for the information of the management of the City of Iowa City, Iowa, the cognizant oversight agencies, and other federal and state grantor agencies. However, this report is a matter of public record and its distribution is not limited. December 13, 1995 -121- City of Iowa City, Iowa Schedule of Findings and Questioned Costs Year ended lane 30, 1995 Finding 1. Grant Title/Number .Public Housing Administra- taon Section 8 Voucher Program IA-05-V022- 009/019 Public Housing Administra- tion Acquisition/IA-05- P022-010 Findtng/Noncempliance During our review of the housing assistance appli- cant files, we noted an incorrectly calculated utility allowance on one applieanr Recommendation We recommend that the housing authority personnel more closely review appli- cant files to ensure that utility information is City's Response We reviewed the above ~fie and have corrected the deficiency noted above. During our review of the housing assistance appli~ cant files, we noted a lack of documentation of a review of one applicant's £fle by the Public Housing Authority. Recommendation We recommend that the housing authority personnel more closely review appli- cant files to ensure that adequate documentation of all reviews are included in the applicant's files. Clty's Response We reviewed the above f'fie and have corrected the deficiency noted above. -122- Questioned Cost Su!te 3400 801 Grand Avenue Des Moines, Iowa 50309.2764 Phone: 515 243 2727 1: [. I. The Honorable Mayor and Members of the City Council City of Iowa City, Iowa In planning and performing our audit of the general purpose financial statements of the City of Iowa City, Iowa (the "City") for the year ended June 30, 1995, we considered its internal control structure to determine our auditing procedures for the purpose of expressing our opinion on the general purpose financial statements and not to provide assurance on the internal control structure. Our consideration of the internal control structure would not necessarily disclose all matters in the internal control structure that might be material weaknesses under standards established by the American Institute of Certified Public Accountants. A material weakness is a condition in which the design or operation of one or more of the specific internal control structure elements does not reduce to a relatively low level the risk that errors or irregularities in amotmts that would be material in relation to the general purpose financial statements being audited may occur and not be detected within a timely period by employees in the normal course of performing their assigned functions. However, we noted no matters involving the internal control structure and its operation that we consider to be material weaknesses as defined above. We have the following comments on other matters. REVIEW OF PRIOR YEAR FINDINGS AND COMMENTS Our review of prior year findings and comments disclosed that the City had appropriately considered our suggestions during the current fiscal year ended June 30, 1995, and certain changes were implemented. Our comments had dealt with improving the segregation of duties in the data processing area; adding policies to better control the use of personal computers and the local area network; and improving the analysis of construction project expenditures. CURRENT YEAR FINDINGS AND COMMENTS Water Deposits Water deposits are initially recorded as water revenue when received by the City. This water revenue is then reclassified to a water deposit account for financial reporting purposes. When a deposit is refunded, it is reclassified into a water miscellaneous revenue account, and then refunded as a negative revenue. We believe that all water &Young tip ~s a member of [rn51 &Young Internal[onal, ltd. ~2~! ~:RNST & ~"OUNG LLP deposits, when received, should be recorded directly as a deposit. Also. when refunding deposits, the deposit account and cash are the only accounts which should be affected. This would avoid recording deposits in revenue accounts, as customer deposits are not revenues of the City, but rather, are a liability. City Response: This change will be made so that water deposits are no longer recorded as revenues. Approval of Cash Disbursements The listing of cash disbursements periodically submitted to the City Council for approval includes only disbursements which have an assigned expenditure account number. This excludes those disbursements which are coded with a receipt account number as various disbursements are recorded as negative receipts. We recommend that the listing submitted to the City Council for approval include all cash disbursements. regardless of how the disbursement is coded. This could be accomplished by submitting the check registers (computer and manual) to the City Council for approval rather than the City's current separate listing. City Response: This recommendation will be implemented as it provides the City Council with a more complete listing of disbursements to be approved. Petty Cash During our cash work, it was noted that the Senior Center combines its petty cash and coffee funds. Further, both the Senior Center and Animal Control do not reconcile petty cash. We suggest that the Senior Center separate its petty cash and coffee funds so as not to commingle public and private funds. Further, the Senior Center and Animal Control need to reconcile petty cash to ensure that all cash is spent appropriately and reflected in the accounting records. City Response: The City is aware of the situation and intends to imple~nent these suggestions to provide for proper accountability of its petty cash. Records Retention Currently, the City does not maintain documentation of employee payroll elections in the employee personnel files. Rather, these forms are filed by )'ear in the payroll department. which leads to old forms being disposed of when storage becomes limited. Thus, original employee elections are lost unless the employee has updated an election. To avoid this. we recommend that all payroll election information be maintained in each employee's personnel file (including only the most recent changes in credit union deductions, United Way contributions, U.S. Savings Bonds, parking permits, garnishments, union dues, deferred compensation and child support). This way, the City would always have each employee's most recent payroll elections on file regardless of when the elections were made. In doing so, the City would avoid disputes regarding the amount of a given deduction as it would have the employee's signed authorization on file. It also may reduce the number of records maintained by the City since it would not need to maintain all employee changes dating back ten to twenty years. ~ ~RNST& ~'OUNG LLP 3 City Response: All employee information, including payroll election information, will be maintained in the employee personnel files kept by Human Resources. Related Party Transactions City department heads may not be aware of the City's policy regarding the reporting of related party transactions. We suggest that the City develop a questionnaire for department heads inquiring as to their knowledge of the related party transaction policy. This would document that all department heads are aware of the policy, and improve tl~e likelihood that all related party transactions are reported. City Response: This suggestion will be pursued internally. STATE COMPLIANCE MATTERS The following comments about the City's operations are based exclusively on knowledge obtained from procedures performed during our audit of the general purpose financial statements of the City of Iowa City, Iowa for the year ended June 30, 1995. Since our audit was based on tests and samples, not all transactions that might have had an impact on the comments were necessarily exanfined. The comments involving statutory and other legal matters are not intended to constitute legal inte~oretations of those statutes. Prior year statutory comments have been resolved except for item ten. I. Official Depositories - A resolution naming the following official depositories has been approved by the City: Financial Institution Maximum Authorized Deposit Amount First National Bank, Iowa City Hawkeye State Bank, Iowa City Iowa State Bank and Trust Company, Iowa City Firstar Bank Cedar Rapids, N.A., Cedar Rapids Homeland Savings Bank, FSB, Iowa City Hills Bank and Trust Company, Iowa City Perpetual Savings Bank, FSB, Iowa City Norwest Bank Iowa, N.A., Cedar Rapids University of Iowa Community Credit Union, Iowa City $12,000,000 1,500,000 12,000,000 25,000,000 10,000,000 15,000,000 I0,000,000 20,000,000 5,000,000 The maximum deposit amounts stated in the resolution were not exceeded during the year ended June 30, 1995, with the exception of deposits at Iowa State Bank and Trust Company, Iowa City, which were exceeded five times during the year. ~ ~RNST& ~/OUNG LLP 4 Recommendation: Chapter 12C.2 of the Code of Iowa provides that the City must have a written resolution approving each depository and the maximum amount which may be kept on deposit. Accordingly, the City should comply with this written resolution by not exceeding the approved maximum deposit balances. Response: We will consider the need to increase the approved maximum deposit balance at lowa State Bank and Trust Company, Iowa City through a new resolution. Conclusien: Response accepted. Certified Budget - Disbursements during the year ended Jlme 30, 1995 did not exceed the amounts budgeted. The City published the notice of public hearing on the budget, including a summary of the proposed budget, as required by Chapter 384.16 of the Code of Iowa. Questionable Disbursements - We noted no expenditures that may not meet the requirements of public purpose as defined in an Attorney Generdl's opinion dated April 25, 1979. [ 1 4. Travel Expense - No expenditures of City money for travel expenses of spouses of City officials or employees were noted. 5. Business Transactions - No business transactions between the City and City officials or employees were noted. Bond Coverage - Surety bond coverage of City officials and employees is in accordance with statutory provisions. The amount of coverage should be reviewed annually to ensure that the coverage is adequate for current operations. Council Minutes - No transactions were found that we believe should have been approved in the Council minutes but were not. Minutes of Council proceedings were published within 15 days, as required by Chapter 372.13(6) of the Code of Iowa, and annual gross salaries were published in accordance with an Attorney General's opinion dated April 12, 1978. Investments - During the year ended June 30, 1995, we noted no instances of noncompliance with the deposit and investment provisions of Chapter 12B and 12C of the Code of Iowa and the C~ty's investment po icy. Grant Activity - The results of our testing indicate that federal grant funds have been expended in accordance with the agreements under which they were received, except as noted in the Schedule of Findings and Questioned Costs accompanying our report on the City's Schedule of Federal Financial Assistance. ~ ~RNST & ~ZOUNG LLP 5 10. Joint Purchases of Equipment - The City is required to document, in its Council minutes, the proceedings of political subdivisions contacted regarding joint purchases of equipment, as required by Chapter 28E.20 of the Code of Iowa. Recommendation: Currently, the City is pursuing joint purchases of equipment with other governmental subdivisions under provisions of Chapter 28E.20. However, the City should include which subdivisions were contacted in the City Council minutes, as also required by Chapter 28E.20. Response: We will include this information in the Council minutes. Conclusion: Response accepted. This report is intended solely for the information and use of the management of the City of Iowa City, Iowa, its cognizant oversight agencies and other federal and state grantor agencies. However, this report is a matter of public record and its distribution is not limited. [ [ We would be pleased to discuss the above matters or to respond to any questions, at your convenience. December 13, 1995 February 13, 1996 The Honorable Tom Harkin U,S. Senate 531 Hart Senate Office Building Washington, D.C. 20510 Re: Clinton Administration Budget Proposal Concerning the 2% De Minimus Rule Dear Senator Harkin: I have been contacted by my professional association to which I belong, the Government Finance Officers Association (GFOA), regarding the Clinton Administration's tax-exempt bond proposal. It is my understanding that the Administration's most recent budget proposal contains a provision which would disallow the deduction taken by non-financial corporations for expenses incurred to hold and purchase tax-exempt securities and effectively repeal the so-called 2% de m/nimus rule. Although this proposal appears to target corporations, if enacted, this proposal would lead to increased state and local borrowing costs. Corporations would not be willing to purchase tax-exempt securities at the same interest rate if they lost the current low-interest deduction. I am writing to request that you co-sign the letter being circulated by Senator Orrin Hatch and Senator Max Baucus that they intend to send to Secretary of the Treasury Robert Rubin in opposition to the Clinton Administration's tax-exempt bond proposal. If you or your staff would like more information about this proposal, please feel free to contact the GFOA at (202)429-2750 and ask for Cathy Spain or Jeannine Markoe. I can be reached at (319)356-5052 if you wish to speak with me. Sincerely, Donald J. Yuclis~ Finance Director copy also sent to: Charles Grassley bC2-3DY 410 EAST WASHINOTON STREET · IOWA CITy, IOWA }2240-]826 · {3193 3S6-~000 · FAX (319))56-}009 CITY OF IOWA CITY PAI~ AND RECI~TION DEPART~ MEMOl~D~JM TO: FROM: DATE: RE: Steve Atkins, City Manager Terry Trueblood, Parks & Recreation Director February 15, 1996 Jensen and Neuzil Properties At their meeting of February 14, 1996, the Parks and Recreation Commission discussed the recent appraisals of the Jensen and Neuzil properties (Jensen = $38,500/acre; Neuzil = $43,000/acre). The commission determined they are D.ot interested in pursuing acquisition of either property at these prices. However, in view of the fact that a parkland deficit exists in both areas, the Commission does not want to close the door completely. They would like to keep their options open in the event circumstances should change. cc: Karin Franklin February 15, 1996 CITY OF I0 WA CITY Edwin L. Clopton 519 N. Governor St. Iowa City, IA 52245 Dear Mr. Clopton: Thank you for your recent letter as well as your appearance at the City Council's public hearing concerning public transit issues. I have copied and distributed your letter to the City Council. I wanted to take a moment to provide you with some additional information concerning the city-wide motor vehicle tax you proposed. Iowa law does permit the initiation of a vehicle tax, something like $10, $1 5, etc., per vehicle, This legislation is by referendum only, that being a public petition and/or the City Council by resolution can authorize such a referendum. The law is very specific in that area communities in addition to Iowa City are also permitted to vote. To my knowledge, no other city in Iowa uses the vehicle tax. The most recent numbers we have used would indicate there are approximately 70,000 registered vehicles in Johnson County and thereby proportionally the CiW may have as many as 40,000 such vehicles. The problem has been the point of r(~gistration, that is Iowa City has many out-of-county and out- of-state vehicles that would not be subject to this tax. just wanted to let you know we had reviewed this matter in the past. Thanks for taking the time to write. Sincerely, City Manager cc: 'xJ/City Council RECEIVEO FEB 1 3 lgg6 February 12, 1996 Noami Novick - Mayor 306 Mullin Ave. Iowa City, Iowa 52246 Dear Larry, As cofounder of the Creekside Neighborhood Association, I am writing in regard to your work session this Tuesday, February 13th on the First Avenue Improvements Project. To be brief, the two most important questions are: (1) How safe is the new design? (2) Will First Avenue ever be four lane between Highway 6 and Interstate 80? First Avenue has three schools of which currently draw the majority of traffle before and after school, and during school events. During these times there is also pedestrian traffic. Research from street designers has shown that 3-lane systems are safer. Therefore, the only conceivable reason to widen to 4-lane would be to comply with a long term written plan to widen First Avenue to Interstate 80. I must emphasize written long term plan to justify the impact on homeowners who will lose major portions of their yards, trees and property values let alone the cost to taxpayers. These are issues that cannot and must not be taken lightly. Our neighborhood was presented with the two alternate plans for the First Avenue Improvements and there was a consensus agreement and a sense of relief with the 3-lane plan. It is safe, has the least impact on neighbors directly effected in our area, and is most compatible with our neighborhood. Sincerel~ ,/ Leslie Gay ) RECEIVED FEB 1 ? 19gt~ UNITED STATES ENVIRONMENTAL PROTECTION AGENCY REGION VII 726 MINNESOTA AVENUE KANSAS CITY, KANSAS 66101 0 7 Mr. Floyd Pelkey City of Iowa City Department of Solid Waste 412 East Washington Street Iowa City, IA 52240 Dear Mr. Pelkey: This is to acknowledge receipt of documents submitted on behalf of the Iowa City Landfill by Ms. Cindy Turkle, Turkle- Clark Environmental Consulting, pertaining to your responsibilities under the National Emission Standard for Hazardous Air Pollutants (NESHAP) for asbestos. On November 17, 1995, Ms. Turkle submitted an "Asbestos Disposal Site Report" to satisfy initial reporting requirements of the regulation at 40 C.F.R. Sections 61.10 and 61.153. Her January 25, 1996, letter answered questions I raised about the landfill's recordkeeping practices° After reviewing this information I have concluded it satisfies your reporting responsibilities under the regulation. We are hereby closing our file in the matter. Your cooperation is appreciated. Please contact us at 913-551-7385 if we can answer any questions you may have concerning your asbestos-related responsibilities. Sincerely, · ~dlth M. Sturgess/ Environmental Pro%ection Specialist Asbestos Control Program Ms. Cindy Turkle Turkle-Clark Environmental Consulting 1396 Highway 65 - 69 S. #6 Indianola, IA 50125 Mro Marion Burnside Iowa Department of Natural Resources RECYCLE AGENDA PATV BOARD OF DIRECTORS MEETING Thursday, February 15, 1996 7:00 pm Meeting Room C, ICPL 1. Call meeting to order 2. Approval of January minutes 3. Board announcements 4. Short public announcements 5. Reports BTC Library Chair Committee projects Update from meeting with Drew Shaffer and Dale Helling Letter from library re: space Financial Committee Administrative Committee Outreach Committee Evaluation Committee Management Hometown Hoedown 6. Old business Access Radio Legal Counsel for contract negotiations Coralville relationship - update from T. Stevens & S. Wurtzler 6-month policy review Prime-time series Statement of Responsibility 7. New business 8. Adjournment If you have additional agenda items or cannot attend the meeting, please contact Ren(~ at 338-7035, 77( Approved Minutes 12121195 PATV General Meeting Present: Hayward, Murray, Wurtzler, Easley, Maurer, Painter, Randall, Stevens Absent: Grube BTC: Betty McKray Library: Beth Fisher Introductions: Members introduced at 7:05 It was moved that nominations be moved to the top of the agenda. Chair: Wurtzler declined nomination by Stevens and Murray. Maurer nominated by Wurtzler and Randall. Easley and Painter successfully moved to elect Maurer chair by acclamation. Vice-Chair: Maurer and Easley nominated Wurtzler; Hayward and Randall successfully moved to elect Wurtzler Vice-Chair by acclamation. Secretary: Stevens nominated Painter. Nomination passed. Treasurer: Stevens nominated Hayward. Nomination passed. Approval of November Mtnutes: Wurtzler noted typo of PTC rather than BTC; Stevens noted historical inaccuracies regarding attendance of BTC member at PATV meetings. This material was removed by unanimous vote. Board Announcements: none Public Announcements: none Reports: BTC: [t has been unclear whether there is a calendar of expectations for community programming vs. current status. McKray asked Drew Shaffer about a timetable. She was told that BTC will take up the matter of dividing pass-through funds and negotiate a contract for public access services. There is no hurry to this process, but BTC is ~1ooking for an agency to provide services." Still, McKray says BTC is "not looking for another contractor." LIBRARY: Fisher reported that the Library Channel's new character-generating computer was returned due to malfunctioning. The Library's CD-ROM multimedia offerings proved exceptionally popular: out of 100, only 6 were not checked out on day one. CHAIR: Maurer thanked Board for ejection. He said many challenges await, especially with the new contract. After all related issues are well In hand, long-term planning should begin. Board members should feel there are "no barriers to participating" at any level in this planning process. FINANCIAL COMMITTEE: No report, though Paine noted that the bookkeeper is moving and is a couple of months behind. She will contact the financial committee. ADMINISTRATIVE COMMITTEE: No report, but Wurtzler noted that March is the time of policy review and revision. OUTREACH: No report. EVALUATION: Review process of Paine's position is awaiting her evaluative guide before proceeding. Paine wishes to meet with ad hoc Evaluation Committee. Aliaire and McCormick volunteered to continue work on this process, which began during their terms of service. Paine expressed a preference that new board members complete the process, not old members. 1. Board handbooks: Paine will send board handbooks and obtain necessary board signatures for banking purposes. 2. Letter and bill from attorney. PATV attorney Jim Larew submitted a lengthy, considered letter to the PA']A/Board that was unsolicited and for which PATV was billed $288.75. Stevens will call and ascertain If the bill was deliberate or a mistake. 3. Workshops are scheduled for Mecca and other area organizations wishing to produce their own programming. 4. The access center will be closed January 8-10 for reorganizing of physical space and other maintenance chores. Programming will continue as scheduled but the office will be closed. 5. PATV was contacted by Access America about a free web site (an item from the strategic plan). Another issue that has been raised is the possibility of late-night call-in shows, which in turn raises the topic of split shift staffing. 6. Wurtzler asked about presenting community programming issues to City Councilors in a positive way. Paine is compiling information packets for the council, which she hopes will open the avenue to one-on-one communication between PATV board members and councilors. OLD BUSINESS 1. New location. Wurtzler noted that the soonest the Public Library would want us out is 18 months, and thers is no discussion by BTC of using pass-through money for a new access center. He explained for new members that pass-thrOugh funds are $.50 a month on each cable bill for "local programming" which is collected and passed through to the city. Murray and Paine will meet to discuss locations. CenterSpace and Science Center have expressed interest for PATV being housed in assorted local centers which are already established. Paine will pursue these possibilities. 2. A lengthy review of the topic of community programming followed. (See packet distributed to board members.) NEW BUSINESS 1. Drew Shaffer suggested PATV visit with Coralville access leaders regarding that separate station. Paine/Stevens urged visiting and raising the topic of working as a unit rather than having separate pass-through monies. Paine, Wurtzler, and Stevens will be liaisons with Coralville Access. 2. Paine recommended having a strategic planning meeting, which was set for 1/11/96. 3. Corr{mittees are as follows: Finance: Hayward, Stevens, Grube Administrative: Wurtzler, Maurer, Easley Evaluation: Maurer and board officers Outreach: Murray, Painter, Randall Ta: ]OL~ C~TY CLERg 2-18-~ 12:58p. p. 2 or 3 Johnson Count) Don Sehr, Chairperson Joe Bolk¢om Chad,s D. Duffy Stephen P. Lacina Sally Statsman BOARD OF SUPERVISORS 1. Call to order 9:00 a.m. February 20, 1996 INFORMAL MEETING AMENDED Agenda 2. Review of the formal minutes of February 15th. 3. Business from Robert Kemp re: Senior Center update/discussion. 4. Business from the County Engineer. a) Discussion re: right-of-way negotiations for Johnson County Projects L-D-13-3 and STP-S-52(37)-5E-52. b) Discussion re: resolution for embargoed roads on oiled roads in Johnson County. c) Other Business from Cheryl Whitney, Area Administrator for Department of Human Services. a) Discussion re: family preservation grants: Early Intervention Services System. b) Other Healthy Families, Iowa 913 ~OUTH DUBUQUE ST. P.O. BOX 1350 IOWA CITY, IOWA 52244-1350 TEL: (319)356-6000 FAX: (319) 356'd086 7q~ .To: ~0~ ClPt CLL~g Froa: ~o hogarty 2-18-96 12:58pa p. 3 of 3 Agenda 2-20-96 Pa~e 2 6. Business from the Director of S.E.A.T.S. o a) Discussion re: transfer of S.E.A~T.S. van # 124 to Washington County. b) Other Business from the Fire Departments and E-911 Board re: Supervisors passing ordinances for rural house signs/discussio~ 8. Business from the Board of Supervisors. a) Discussion re: Managed Care Plan and Central Point of Coordination. b) Discussion re: appointments to the Johnson County Historic Preservation Commission.. c) Discussion re: budgets. d) Discussion re: on-line access to county board and commission agendas and minutes (Joe) e) Repom t) Other 9. Discussion ~om the public. 10. Recess. City of Iowa City MEMORANDUM Date: February 15,1996 To: City Council · From: Karin Franklin, Director, Planning and Community Develo Re: Fringe Agreement The Council received a letter dated January 18, 1996 from the County Board of Supervisors that includes the County's latest response regarding the Johnson County/iowa City Fringe Area Policy Agreement (attached). A history of the agreement was provided to the Council in a packet of material dated November 28, 1995. The City Council's last discussion of this matter was on December 4, 1995, a summary of which is attached. Provided below is a review of the County's latest proposal and some options the Council may wish to consider as a response. Current County Prol~osal Both jurisdictions agree that annexation is the purview of the City and that notice will be given to the County of any proposed annexation. This is the practice now and is required by State law. Fringe Area A (north): The original amendment (March, 1995) suggested an RS-3 (one dwelling unit\three acres) density for this area with cluster development required. The County countered with RS-3 east of Highway 1 and RS (one dwelling unit/acre) west of Highway 1. The City Council on December 4 proposed a compromise, accepting RS west of Highway 1 provided cluster development was required. The County now suggests RS-3 in the area, with RS zoning as an incentive for cluster development. Fringe Area B (east and southeast): The County proposes all property outside the Iowa City growth boundary develop at RS-3. The odginal proposal permitted one dwelling/40 acres. For the sake of comparison, on a 40 acre tract the County would consider 13 dwellings (subject to corn suitability rating, water table and soils). On that same tract, the odginal proposal would allow one dwelling. Both jurisdictions agree that within the City's growth area, full City standards would apply. Fringe Area C (west and southwest): The County proposal opens up this area for development similar to Area A, at RS-3 with an incentive for cluster development being provided through the higher density RS classification. An appeals board is proposed to permit case-by-case deviations from the Fringe Agreement. These appeals would be the exception and would probably require some cdteria for evaluation of each case. '7?: 2 Overall thero appears to be some compromise in Fdnge Area A. However, the proposals for Area B and C encourage further rural residential development on the perimeter of Iowa City, outside the growth area. These areas would be similar to but at a lower density than existing development in the North Corridor. The proposal definitely establishes a suburban character around Iowa City and is inconsistent with the IOWA CITY: BEYOND 2000 vision of defining the edge of Iowa City and developing the community in a compact manner. Options for Council Consideration: Adhere to the original proposal of March, 1995, developed and recommended by the City and County Zoning Commissions. 2. Accept the County's proposal. Accept the compromise on Fringe Area A and the appeals board concept with criteria for review, but reject the proposal for Areas B and C. Impose full City design standards in the two-mile extraterritorial jurisdiction and leave the zoning decisions entirely to the County. We can discuss, these and other options during your work session on Tuesday, February 20. cc: R.J. Moore, Assistant County Zoning Administrator tp4-2 Jonson Couniy Don Sehr, Chairperson Stephen P. Lacina Joe Bolkcom Charles D. Duffy Sany $tutsman BOARD OF SUPERVISORS January 18, 1996 Mayor Naomi Novick and the Iowa City City Council 410 East Washington Street Iowa City, IA 52240 Re: Johnuon CountyHowa City Fringe Area Policy Agreement Dear Mayor Novick and Council Members: Following the jolnt Iowa City and Johnson County work session of January 10, 1996, the Board would like to take this opportunity to confinn what it understands are points of mutual agreement. The County fully recognizes the City's authority to annex property abutting the City. It was not the Board's intention to determine whether or not the City could annex, it is just our desire to be informed of annexations so that we may determine possible impacts on our road infrastructure. A clause in the agreement that says the City will inform the County of possible annexations would be sufficient. In proposed Fringe Area A, we would agree to maintaining the RS-3 (one residential unit per three acres) residential zoning classification, with the provision that if a developer chose to cluster, then the developer could do so at the RS (one residential unit per one acre) classification. With the understanding that under the clustering concept, for every one acre of residential use, there must be one acre set- aside for common use areas. In proposed Fringe Area C, the Board agrees that area C will be allowed to develop the same as in proposed area A. In proposed Fringe Area B, the Board would agree to require City standards be imposed in the identified growth area. The Board would like to see the remainder of area B develop at the RS-3 zoning classification. As always, before residential 913 SOUTH DUBUQUE ST. P.O. BOX 1350 IOWA CITY, IOWA 5Z244-1350 TEL: (319) 356-(~00 PAX: 019) 3~4-4213 ~ to Ci~ Council January 18, 1996 Page 2 uses are permitted in this area, the County will review such reque~ks based on the identified goals of preserving agricultural lands, and areas that are environmentally sensitive. The Board would agree to the formation of an "Appeals Board," to consist of two County representatives and two City representatives. The Appeals Board would have the authority to review ~special exceptions" to the agreed upon zoning in the Fringe Area. The Board looks forward to further discussion and resolution of the Fringe Area Agreement. Sincerely, Chairman, Johnson county Board of Supervisors cc: Ks~in Franklln Rick Dvorak City of Iowa City MEMORANDUM Date: To: From: Re: December 14, 1995 City Council and City Manager opm~~~ Karin Franklin, Director, Planning & Community Deve Iowa City/Johnson County Fdnge Area Policy Agreement After the Council's discussion at the work session of December 4, the following points were concluded by the Council to be an appropriate response to the County's revised agreement: The Council rejects the change made by the County which would, in essence, give the County authority to determine what land the City can annex within the two-mile extraterritorial jurisdiction. 2. Deletions under the section entitled Development Standards are acceptable. The weakening of the language regarding cluster development is unacceptable and the language describing a maximum lot size in certain areas should be reinserted, In Area A, the Council would accept the RS density on the west side of Highway 1 provided cluster development to protect natural areas was .required in any subdivision in this area. o The Council rejected the County's proposal to provide only easements for sewer and water within the City's projected growth area. The Council also rejected the opening up of Area B, outside the City's growth area, to RS development. It was understood that the County would be reconsidering their position on Area C, both regarding future density and land use changes in the area and the statement regarding commemial and industrial development. It was understood that the extension of the two-mile area upon annexation as suggested in the Commissions' original proposal would be reinserred. Council also asked for an explanation of why cluster development should be advocated, and why and where "dual" sewer and water systems were required. The concept of cluster development is quite common in Iowa City in planned developments. Extending this concept to the County was an issue that was raised and strongly supported by the County Commission representatives; the City representatives on the frir~ge subcommittee also strongly endorsed this concept. The basic ideas behind it are to protect natural areas; lessen the need for more extensive road extensions; and to provide a more efficient way of providing services in the County. Such services include school bus service and fire protection, both of which have been mentioned in public discussions of the North Corridor. 2 The "dual" sewer and waste systems that have been referred to are the requirement to install sewer and water lines to City specifications plus install package sanitary sewer systems and common wells, This requirement would apply to any subdivision which occurs in the County within the City's growth area. The purpose behind this requirement is to act as an economic disincentive to development in the growth area of Iowa City pdor to annexation, In the original agreement proposal, these "dual" systems were required only in the growth area in Areas B and C. The summary provided above is to enable the current Council to agree on a position regarding the Fringe Agreement at this point in time. Obviously, conclusion of the Agreement negotiations will be taken up by the incoming Council, However, since a majority of the Council are continuing, It seemed prudent to ensure that this group agreed to what you had discussed, We will continue the discussion of this agreement with the new Council in January or February. bJ~nge CITY OF IOWA CITY HUMAN SERVICE AGENCY FUNDING FY97 Increase City Agency Allocated Request Dollar Percent Proposed Percent FY96 Big Brothers/Big Sisters 833,075 $36,000 Crisis Center 831,200 835,880 Domestic Violence Int. $44,100 846,305 Elderly Services Agency 853,500 855,105 Emergency Housing Project $6,000 811,000 Free Medical Clinic 85,000 $5,250 HACAP $6,240 86,240 ICARE $8,925 810,000 Mayor's Youth Employment $35,000 845,000 MECCA 924,500 825,235 Neighborhood Centers 847,250 866,150 Rape Victim Advocacy $12,000 813,000 Red Cross 84,410 $4,720 United Action for Youth 853,000 865,000 TOTAL AGENCY CONTINUATION $364,200 8424,885 85,828 86,000 CONTINGENCY TOTAL CONTINUATION New Requests -- Existin¢~ Acmncies Independent Living Youth Homes TOTAL NEW REQUESTS TOTAL CONTINUATION PLUS NEW REQUESTS 82,925 8.8% 833,600 1.6% 84,680 15.0% 833,000 5.8% 8 2,205 5.0% $46,000 4.3% 81,605 3.0% 855,105 3.0% $5,000 83.3% 87,500 25% 8250 5.0% 85,180 3.6% 80 0.0% $6,240 0.0% 81,075 12.0% 89,200 3.1% 810,000 28.6% 836,000 2.9% $735 3.0% 825,235 3.0% 81 8,900 40.0% 849,000 3.7% 81,100 8.3% 812,500 4.2% 8310 7.0% 84,510 2.25% 81 2,000 22.6% 854,900 3.6% 860,685 16.6% 8377,770 $172 3.0% 85,585 -4.1% 8370,028 8430,885 860,857 16.4% $383,355 82,000 82,000 N/A 80 0 924,000 924,000 N/A 80 0 826,000 926,000 N/A 80 9456,885 986,857 23.6% 9383,35~ 3.65% $370,028 CITY {~F IOWA CiTY TRANSIT FUND - FY 97 TO FY99 ***ADJUSTED SEATS CONTRACT TO $550,000 FROM $448,000. ***RATE INCREASE MOVED TO JULY I - + $95.000 ***ADDED $80,000 OF SERVICE CUTS BACK IN FY90 FY91 FY92 FY93 ACTUAL ACTUAL ACTUAL ACTUAL 258,131 253,349 654,784 629,146 639,597 30, 355 . _ 2_5,.7.82 28.562 236.210 195.63.5 ..... 233.814 19.?._5.59 _F. EM.A~F...H~.A. FJooQ Gra___._.~nt. ...... ~ ........... Fede~a! Grants 185,023 188,360 301.862 __'~ .--. ;~__85.604 19,691 14.796 12.033 Receipts Bus Fares 630,097 I:..ocel Governmental A~n. _?.e.s ..... _2.3.,2-.25 __ State Grants Jnter___est Income 21,409 _Mi.s.c. silanesus Revenue ...... .__2,_50_.8.. _ 7,409 499 4,548 _Tr__a~sfe~: Transit Levy 631.712 651,316. ___ 666,787 1,233,038 Trar~fer: Genera! Levy 470,075 420,000 678.674 213.894 'T~'~sTe~'~¥~n par__.~.n__g .~_u?~ __: _'.'_' 47.891 2.809 11,908 FY94 I FY95 FY99 ACTUAL '-~ ACTUAL ~STIMATE SCHEDULE YY 2/14/96 FY97 FY98 FY99 BUDGET 154.814 122,589 222.089 181,026 196,891-- 672,493 652.327~. 645.000 26.~73 __27,060 26,500 __228,372 . 257,141 220,000 17.078 1,637 :__ 260,168 296. g78 350,260 __7.541 8.674 6.000 296 480 1.263,240 1,338,844 213,500 317.633 1.407.146 469,000 90.000 9o,ob6' TOTAL RECEIPTS __. 2,248,150 2,170.390 2;562.268 2,6.1.4,825 2,689,621 2,990,774 Expenditures .P_ .e~...o.r ~.1...S.e r v. i. ' c es 1,052,104 1.094,569 --1,273,5~1 1,368,293 1.418.80_7. Commo<fities 8,.3_57 7,714 __ 9., 172 7,638 9,712 Services And Charges ........... 956..9. 5. 4 996.677 1.075.274 ..~.:1~8,601 1.~11,463 Capital Outlay _.. 3,081 9,747 56,825 31,003 4,682 T,ansfers 245.000 60.000 192,198 - .. '_-,:'1 ~, 1~'~-~ 75.S82 2.607,050 PROJECTION 831,500 831,500 831 .26.500 --26.500'~ 26.500 ...250,000 260.000 250.000 250.000 286,445 I 298.130 I 253,349 1,482 395 1.765.462 1.938,839 363.954-- 370.105 399.819 677.910 775.965 964,420 ' 18,928'I 110.060 84.573 65,000 60.000 3,315.306 196.891 6,113,89--~4 "-- 60.000 65.000 1,512.121 1.580.551 532.000 567.000 90,000 3,313,121 405,067 2.095 993,642 1.023."'~'~ ~ - 3.411.577 98,435 5,462,827 4,395,045 487.000 154.513 I 122,589 I 222.089 Revised Genera] Fund Cas~ Balance at 2113/~6 "~ Dec 95- General Fund Transfer ....... General Fund Trar~sf~ ]ncreese. d. - __ add._esl..bec. k $80.000 of service cuts----- >_._~ 80.000 80,000 .To. T_A.L_ EX_PE NDI~T U RES ENDING BALANCE G:\FY97\DY~ TRANSIT,XLS ~BUDGET.REV FEB 9 96 //¥ TRANSIT CONSOLIDATION STUDY for the Iowa City Urbanized Area May 1990 JCCOG Transit Consolidation Study for the Iowa City Urbanized Area May 1990 Prepared by The Johnson County Council of Governments Transportation Planning Division Prepaxation of this report waS financed In part through a grant by the Urban Mass Transportation Administralion under Section 8 of the UMT Act. This report does not constitule a standard, specification or regulation. Table of Contents 1 2 5 11 2O 22 23 26 Statement of Study Purpose Summary of Relevant Information Review of Existing Conditions Performance Comparison Cy-Ride: The City of Ames Transit Agency Legal Authority Existing Cooperation and Coordination Alternative Organizational Arrangements Statement of Study Purpose The development of three separate transit systems In the Iowa City Urbanlzed Area occurred In the 1970s, as the public sector took over the role of transit provider formerly held by th~ private sector. The success and growth of Coralville Transit, Iowa City Transit, and University of Iowa CAMBUS led to the entrenchment of three individual transit systems. The Johnson County Council of Governments (JCCOG) was established in 1980 to provide centralized planning and grant administration services. The existing organizational arrangement of three transit systems within a single urbanized area is not unusual. Most major metropolitan areas within the United States have multiple public transit agencies. This is less common in a small urbanized area such as Iowa City. Although there continues to be local suppor~ for three separate systems, the JCCOG Board of Directors has acknowledged the need to periodically reassess this arrangement. The purpose of this report is to present the financial, political, legal, and operational ramifications of consolidating Coralville Transit, Iowa City Transit, and Ul CAMBUS into a single transit system. This report Is intended to permit the JCCOG Board of Directors to discuss the various issues and reassess whether or not to change the existing organizational arrangement. Summary of Relevant Information The Existing Systems. Coralville Transit, Iowa City Transit, and CAMBUS have evolved into three distinctly different transit systems. To form a consolidated system will require Coralville, Iowa City, and the University putting aside the various differences in operating policies and forming a single transit vision for the community. Coralville Transit and iowa City Transit have many similarities and could be absorbed into the same system most easily. Both are radial systems which provide service between the downtown-hospital area and outlying areas of the community. Both are operated by municipalities, are unionized, have a 50¢ base fare, and receive planning, grant administration, and regulation compliance services from JCCOG. Individual operat!ng policies vary, such as how often buses operate, how often they're cleaned and serviced, and wage and salary levels. Except for the connection to JCCOG, CAMBUS differs from Coralville Transit and iowa City Transit in virtually every aspect. The CAMBUS service area consists of university facilities, which are primarily not in outlying areas of the community. CAMBUS operates a much higher level of service than the municipal systems, as frequently as every ten minutes during peak classroom times. CAMBUS can afford to do this because its employees are almost entirely part-time university students. Part-time student labor is not organized under a labor union, and receives comparably low wages with no fringe benefits. Funding Is also radically different for CAMBUS, with a mandatory student fee in lieu of a fare. Free-fare service is a tremendous ridership incentive. CAMBUS also varies from the municipal systems with respect to policies such as how often buses are cleaned and serviced. Cost Strucfure. CAMBUS enjoys significant cost savings because of its use of part-time student labor and the associated low wage rate. By comparison, Iowa City Transit has the highest wage/fringe benefit rate of nine college town transit systems which were surveyed. Research shows that consolidation of "low cost" and "high cost" transit systems consistently results in adoption of the higher cost structure. For Coralville Transit to operate its existing service level with Iowa City Transit's wage/fringe benefit rate would increase annual operating expenses approximately $70,000. For CAMBUS to use Iowa City Transit's wage/fringe benefit rate would increase annual operating expenses $757.000. Performance Comparison with Other Communities. Nine transit systems representing major universities in small urbanlzed areas were selected for a comparison of perfor- mance factors. Coralville Transit, Iowa City Transit, and CAMBUS were shown to be among the most effective and efficient of the systems surveyed. If the systems surveyed are any indication, CAMBUS is one of the most effective, efficient transit systems in the country. Comparison with Ames Cy. Rlde, The City of Ames, Iowa operates a successful transit system in coordination with Iowa State University (ISU). Rather than begin its own transit system, ISU chose to participate in the operation of the City of Ames system. The success of Ames Cy-Ride is directly attributable to land use policies and parking restrictions imposed by the university which limit the use of automobiles and make transit a convenient alternative. CAMBUS has benefitted from sirelist land use policies on the University of Iowa campus, although they are not as extensive as ISU's. The university is able to mandate parking restrictions which are not politically feasible for the municipalities, enabling CAMBUS to operate very effectively. For example, student parking is not provided at the on*campus residence halls. This provides a guaranteed ridership for CAMBUS, which is compounded further because of the free-fare policy. Paratransit: Transit Service for Persons with Disabilities. Paratransit service is ne~.rly identical for Coralville Transit and Iowa City Transit. it is provided under contract by Johnson County SEATS and a local taxi company. CAMBUS operates its own Bionic Bus paratransit system. There exists a certain amount of inefficiency between SEATS and Bionic Bus due to an overlap in service area and client group. This is largely the result of federal policies which mandate both systems be open to the public. Legal Authority. Under Iowa law there is no legal impediment to the consolidation of Coralville Transit, Iowa City Transit, and CAMBUS into a single transit system. Existing Cooperation and Coordination. Cooperation and coordination is evident between the three transit systems. Examples include establishment of the Downtown Transit Interchange as a centralized transfer point, the Iowa City Transit facility major maintenance agreement, honoring of monthly passes between systems, joint vehicle purchases, and participation in the JCCOG Technical Advisory Committee. Service area duplication is Insignificant, and is limited to areas where CAMBUS feels the municipal systems have not provided enough service to adequately serve a university facility. Summary of Advantages and Disadvantages to Consolidating Coralville Transit, Iowa City Transit, and CAMBUS info a Single Transit System. Following is a generalized list of advantages and disadvantages, which is supported by the data which follow. These have not been weighted as to importance. Certain items (e.g. administrative expenses, number of spare buses, deadhead mileage) are relatively minor cost components. Others (local control of system priorities) are difficulty to quantify. Advantages 2. 3. 4. 5. Increased maintenance efficiency. Reduction in administrative expenses. Reduction in number of spare buses required. Better coordination in route and service planning. Better coordination and possible expense savings in provision of paratransit service. Disadvantages 3. 4. 5. 6. Significant overall increase in operating expenses if system is organized under a collective bargaining unit and CAMBUS labor rate Is not used (likely). Area-wide ridership decrease if CAMBUS free-fare not preserved. Dilution of local control and individual system priorities. Less inclination for high level of local funding, especially by City of Coralville. Need for new support services network. Increase in deadhead (out of service) mileage if centralized facilities are implemented. No Significant Impact Reduction in service area duplication. Coordination of minor activities such as training, procurement, and public information. Planning, grant administration, and regulation compliance services provided by JCCOG. Federal and state funding. Review of Existing Conditions The existing organizational structures of Coralville Transit, Iowa City Transit, and CAMBUS will influence the ability to form a single consolidated transit system. Similarities in existing operations will ease the transition; differences will hinder it. The ease in developing a single operating policy where there are now three will depend on the ability to synthesize the goals and objectives of each system into a single vision. Policy Authority. Policy authority for the three systems is vested with three separate bodies: the Coralville City Council, the iowa City City Council, and the State of Iowa Board of Regents. Local policy control of CAMBUS is the authority of the UI Business Manager. Local policy authority for certain planning and grant administration tasks is the responsibility of the JCCOG Board of Directors, which has representatives from each of the three transit systems. Service Area, Activity Centers. The function of Coralville Transit and iowa City Transit is similar, to transport persons between outlying areas of the community and the UI Hospital/downtown Iowa City area. All Coralville Transit and iowa City Transit routes are oriented in a radial pattern to the Central Business District. CAMBUS retains an orientation to the CBD only because of the Ul's central location in the community. The function of CAMBUS is to facilitate non-automobile travel between University facilities. Nearly all University facilities in the urbanized area receive CAMBUS service, with special emphasis placed on serving residence halls, commuter parking lots, and UI Hospital. Adopted Operating Policies. The City Councils of Coralville and iowa City have the discretion to modify any aspect of Coralville Transit and Iowa City Transit service. There are no adopted ordinances or policies which limit their authority, other than the requirements of Federal and State regulations. There are no adopted operating policies to guide levels of service, service area, or extensions of service into newly developing areas. These are determined on a discretionary basis by the respective City Councils. The CAMBUS system was formed to facilitate the goal of minimizing automobile traffic on central campus. An attempt has been made to limit on-campus parking facilities while providing outlying commuter parking lots with a high level of CAMBUS service. Parking is prohibited at UI residence halls and CAMBUS service is provided. University facilities are not constructed or expanded without consideration given to the provision of CAMBUS service. The University parking and transit organizations are consolidated into a single department headed by a single administrator. Personnel There is great variation in the labor component of the three transit systems, which is detailed in the table which follows this section. All Coralville Transit and Iowa City Transit employees are represented by the American Federation of State, County, and Municipal Employees (AFSCME), except for management positions. Although represented by the same union local, wage rates are higher at Iowa City Transit for all personnel positions. CAMBUS labor is entirely part-time students except for the Operations Manager and three mechanics. Except for the three mechanics, no CAMBUS employees are represented by a union bargaining unit. CAMBUS wage rates are significantly lower than Coralville Transit and Iowa City Transit wage rates. For example, the starting CAMBUS driver wage ($4.85) is approximately 40% lower than the starting Iowa City Transit driver wage ($7.98). There is great variation in Transit Manager salaries between the three systems, with the highest (Iowa City) approximately 100% greater than the lowest (Coralville). The number of personnel positions per system varies because of the difference in the size of each system. There appear to be some scale economies with personnel positions, as Iowa City Transit operates the most miles of service with the fewest number of employees per mile. Coralville transit operates the fewest miles of service with the greatest number of employees per mile. An exception is maintenance and servicing personnel, where Iowa City Transit operates the most miles of service, but uses the most employees per mile of the three systems. Support Services. Each of the three transit systems receives similar support services from its parent organization. These include physical plant maintenance, data processing, payroll, accounting, personnel, legal assistance, and insurance. CAMBUS receives substantial savings by participating in the State of Iowa insurance pool. Planning, Grant Administration, Regulation Compliance. For all three systems, these activities are the responsibility of the JCCOG Transportation Planning Division. Fare and Service Levels. Each system is responsible for determining its own fare and service levels. Coralville Transit and Iowa City Transit have the same base fare, 50¢. CAMBUS is free fare. There is great variation in service levels between the three systems. For example, during midday Coralville Transit does not operate two of its routes, while Iowa City Transit has 60*minute headways on all routes, and CAMBUS maintains 10-minute headways between the residence halls and main campus. Rush hour, night, and weekend service all vary between the three systems. The transit systems generally do not encroach on each other's service area, but this is strictly an informal agreement. Specialized Paratransit (elderly and handicapped) Services. Coralville and Iowa City contract with Johnson County SEATS for paratransit services. CAMBUS operates their own paratransit service, Bionic Bus. Paratransit service operates throughout the urbanized area during the same hours as regular fixed route transit service. Coralville and Iowa City also contract with a local taxi operator for paratransit service to supplement their contracts with Johnson County SEATS. Maintenance and Cleaning. The bulk of mechanical maintenance is pedormed by in-house mechanics employed by each of the three transit systems. The maintenance programs conducted by each system differ, although all are concerned with adequately maintaining buses through a 12 to 15 year life cycle, Major maintenance services for Coralville Transit and CAMBUS are available at the Iowa City Transit garage, per a federally-mandated major maintenance agreement. Outside maintenance service is similar for each system, consisting of radio, tire, and radiator servicing; as well as some major component rebuilding. Iowa City Transit has its own body repair capability, which is available for use by Coralville Transit and CAMBUS. Iowa City Transit and CAMBUS have similar daily routine bus cleaning programs. Iowa City Transit is assisted by its automatic washing and cleaning equipment. Coralville Transit manually cleans buses on a daily/as needed basis. All three systems conduct periodic major cleaning. Bus Storage, Coralville Transit uses 100% of their inside bus storage capacity, including vehicles which are parked overnight in maintenance bays. With a recent reduction in fleet size, Iowa City Transit now uses 75% of the capacity in its 28-space bus storage area. The balance is utilized for the storage of 13 Johnson County SEATS vehicles. CAMBUS vehicle storage is presently 80% of capacity. Revenue Sourcea and Trends. Coralville Transit and Iowa City Transit receive the majority of their operating funding from two local sources: property taxes and user fees (fares). In the recent period of ridership decline fare revenue has decreased, and property tax revenue has taken a larger role in financing both systems. CAMBUS supplants property tax and fare revenue with student fees and other UI revenue sources. These sources are impacted by University enrollment, but are relatively stable compared to the volatility of annual property tax allocations. All three systems receive operating grants from the Iowa DOT State Transit Assistance program and the UMTA Section 9 program. Taken together, these grants fund 10~20% of each system's operating budget. The federal role in capital equipment funding is similar for each system, with 80/20 or 75/25 grant programs the norm. Federal programs are currently in a state of flux, as a new federal transportation funding bill is being drafted in Washington. The following table details the existing organizational structure of Coralville Transit, Iowa City Transit, and CAMBUS. Existing Organizational Structure Coralville Transit Iowa City Transit CAMBUS Policy Authority Service Area, Activity Centers Coralvilla City Council City of Coralville, Iowa City CBD, UI Hospital Area Iowa City City Council City of Iowa City, iowa City CBD, UI Hospital Area, City of University Heights Ultimate: State Board of Regents Local: UI Business Manager University facilities, es- pecially residence hails parking lots, Pentacrest, UI Hospital Adopted Operating Pollcy City Council has discre- tionmy power to modify operations at any time. City Council has discre- tionmy power to modify operations at any time. UI policy to encourage pedastdan campus; con- trols on-campus parking to encourage CAMBUS use; high level of CAMBUS service to outlying parking lots and on-campus residence halls; parking and transit depts. consolidated under a single a(~- mlnistrator. Management end Sup- port Personnel $ala/yl~Yage Bus Drivers Salary/Wage 1 FT Transit Mgr: $23,000 7 FT Ddvers - $7.75-$10.09 (AFSCME) 6 PT Drivers - $7.75~10.09 (AFSCME) FT drivers receive full benefits PT drivers receive no benefits 1 FT Transit Mgr: $34,273-$47,923 3 FT Operations Supt: $21,902.,$28,974 13/4-tlme Account Clerk: $7.98-$10.24/hr (AFSCME) 17 FT Drivers - $7.98-$10.24 (AFSCME) 16 PT Drivers - $7.98-$10.24 (AFSCME} FT drivers receive full banetits PT drivers receive pro- rated benefits 1 1/5-time administrator: $NA 1 FT Transit Mgr.: $31,40O 5 PT Suparvisors: $6 00- $6.19/hr. 8 PT Dispatchers: $5.50- $7 53/hr. 4 PT Training Assts.: $5.5O-$7.53 2 PT Clerks: $5.50-$7.53 95 PT Drivers - $4.85-$6.85 (incl. clean- up, fueling, and mechanic helper posi- tions) No benefits Coralville Transit Iowa City Tranalt CAMBUS Mechanics & Maintenance personnel $ala~ylWage 2 FT Mechanlce - $7.75510.09 (AFSCME} 2 PT Maintenance - $4.87-$6.05 (AFSCME) 1 PT Equipment Supt. - $13.09-$17.72 1 FT Shop Supervisor · $11.33515.10 4 FT Mechanics - $9.39-$12.06 (AFSCME) 1 PT Body Repair Mechanic o ~8.~,-$11.36 (AFSCME) I PT Parts Clerk - $8.52-$10.98 (AFSCME) 2 FT Maintenance - $9.25-$11.35 (AFSCME) 4 PT Maintenance - $7.24-$9.22 (AFSCME) 3 FT Mechanics - Approx. $7.75-$10.09 (AFSCUE) 3 PT Student Mechan. ics-$5.50-$7.53 4 PT Maintenance - $4.85-.$6.85 Suppo~ Sen/cos Planning Grant Administration Regulation Compliance Base Fare Daytime Service Night service Weekend service City of Corallille: bldg. & grounds malnt. data processing payroll accounting personnel legal JCCOG JCCOG JCCOG 50¢ 30 to 60 min. headways during rusl~ hours; hour- ly senrice midday with some routes suspended. 5 routes total. One route until midnight. 60 min. headway. One route Sat. 6:00 am- 6 pro; 60 min. headway. No Sun. service. City of Iowa C~: purchasing payroll accounting personnel legal equipment repair JCCOG JCCOG JCCOG 5O¢ 30 min. headways during rush hours; 60 min. headways midday. 13 routes total. 9 routes until 10:30 pro. 60 min. headways Sat, service on allrOutes 6:30 am-7:00 pm; 60 min. headways. No Sun. service. University of Iowa: physical plant malnt. purchasing data processing payroll accounting legal motor pool JCCOG JCCOG JCCOG Headways vary 10-30 min. depending on route; special parking lot service during rush hours; lower sen/ice level during summer and Interim padads. 11 routes total. 5 routes until 12:30 am. Headways vary 15.30 min. Special late night service until 3:00 am during academic year Frl-Sat. Sat, and Sun. service 11:30 am-midnight during academic year. 30 mln. headways. Specialized Paretransit (E&H) Services Bus Maintenance In.house Coralville Transit Provided by Johnson County SEATS and a local taxi operator. Daily operations check; routine maim. weekly and @3500, 7000, 24,500, and 150,000 mi. Some major malnt. at Iowa City Transrt garage. Iowa City Transit Provided by Johnson County SEATS and a local taxi operator. Daily operations check with driver status cards; monthly preventive maim. Insp.; semlannual and annual major Insp. incl. all components. Oil analysis if problem sue- pasted. Major corn. ponent tabulid and over- haul capability In-house. CAMBUS 'Bionic Bus' service operated by CAMBUS. Oaiiy check with driver vehicle status reports; routine maint. @ 2000, 6000 & 18,000 mi; an- nual major insp. Regu- lar engine and trans. oil analysis. Some major maint. at Iowa City Tran- sit garage. Major com- ponent rebuild and over- haul capability In*house. Bus Maintenance. Outside Radio, tire, battery, and radiator servicing; some body repair; some major component rebuild. Radio, tire, and radiator servicing; some major component rebuild. Radio, tire, battery, radiator, and AC ser- vicing; ~ repair; some major component rebuild. Bus cleaning Daily/as needed manual cleaning and washing. Quarterly major cleaning. Daily machine washing and cleaning. Daily manual cleaning. Perio- dic major cleaning. Daily manual cleaning; as needed manual washing. Periodic major cleaning. Inside Bus Storage Capac~ = 10 Capacity = 28 In Use = 10 In Use = 21 Excess cap. used to store 13 Johnson County SEATS vehicles. Capacity = 25 In Use = 20 Operating Revenue Major: Property Taxes, Major: Property Taxes, Resources Fares Fares Operating Revenue Trends Capital Equipment Revenue Resources Capital Equipment Revenue Trenda Minor: State & Federal Minor: State & Federal grants grants Prop. Tax: Increasing Prop. Tax: Incraasing Fares: Stable Fares: Stable State: Increasing State: Incraaalng Federal: Declining Federal: Declining Major: Fed. grants Minor: State & local rev. Fed. grants: unstable State & local rev.: stable Major: Fed. grants Minor: State & local rev. Fed. grants: unstable State & local rev.: stable Major: Student fees Minor: Other UI sources, State & Fed. grams Student fees:Stable Other UI rev:Stable State grants: Increasing Fed grants: Declining Major: Fed. grams Minor: State rev. Fed. grants: unstable State & local rev.: stable Performance Comparison with Other Communities Evaluation of transit system performance can be accomplished through the generation of performance factors, Pedormance factors indicate the effectiveness or efficiency of a transit system. Effectiveness refers to a system's adequacy in serving the public and fulfilling policy objectives. Efficiency measures a system's ability to provide service in the most economical manner. It relates the quantity of service provided to the resources required to accomplish the effort. In assessing the performance of Coralville Transit, Iowa City Transit, and CAMBUS, it is useful to compare performance factors with transit systems in other communities. Comparisons have been done periodically showing how the Iowa City Urbanized Area transit systems compare with other cities in Iowa. These studies show clearly the advantage of having a large university in a small community. iowa City and Ames have the most effective, efficient transit systems in the state. It is more useful to compare how Coralville Transit, Iowa City Transit, and CAMBUS compare to other college towns in small urbanized areas. The following systems were selected for compari- son: Community Population School Gainesville, FL 104,000 Columbia, MO 65,380 Chapel Hill, NC 102,000 Bloomington, IN 63,513 Lafayette, IN 91,000 Ames, IA 45,775 University of Florida University of Missouri University of North Carolina University of Indiana Purdue University Iowa State University The following figures compare transit system performance for the six communities listed above with the three transit systems in the Iowa City Urbanized Area. The source of the data is tile current edition of National Urban Mass Transit Statistics published by U.S. DOT in 1989. The figures represent annual totals for fiscal year 1987. "ICUA Combined" indicates the pedormance of the three Iowa City Urbanized Area transit systems added together. Effectiveness Figures 1 and 2 provide a comparison of transit service effectiveness. Figure 1, ridership per hour o! service, allows the comparison of ridership between different sized communities. Ridership per hour of service on Iowa City-area transit systems is highest of the communities surveyed. Hours of transit service provided per capita (Figure 2) shows the very high level of transit service provided in Iowa City. The three Iowa City-area transit systems provide a much higher level of service than the other college communities listed. Fig. 1 Ridership Per Hour of Service 59 28 28 18 16 36 34 27 IOWa Cotill- CAMBUS City ville 43 ICUA Coml)lno<l Fig. 2 Hours of Transit Service Provided Per Capita 2.1 0.86 0.79 0.38 1.37 ICUA Combined Efficiency Figures 3 through 5 provide an indication of transit system efficiency. Cost per ride (Figure 3) for Coralville Transit, Iowa City Transit and CAMBUS is among the lowest of the systems surveyed. CAMBUS is by far the lowest. Figure 4, cost per hour of service, reflects the labor and maintenance cost components of each system. Coralville Transit and Iowa City Transit are among the most expensive systems. However, CAMBUS is so inexpensive that the average of the three Iowa City-area systems is lowest of the communities surveyed. Figure 5 shows farebox/expense coverage, or the percentage of transit operating expenses covered by user fees. In spite of a four-year decline in fare revenue, Coralville Transit and Iowa City Transit are still highest of the systems surveyed. The Iowa City urbanized area total is among the highest of the systems surveyed, in spite of no fare revenue being generated by CAMBUS. 52.08 Fig. 3 Cost Per Ride $1,99 $1.98 $1.38 $1.63 $0.77 OalnOa- Chapel Colurn- Bloom- Lafey- Areal $1.28 -- $1.17 $0.26 IOwa Coral- CAMBUS City ylllo $0.62 ICUA Combined Fig. 4 Cost Per Hour of Service $46 $39 $3? $31 $26 $28 $40 $35 $15 IOWa Coral- CAMBUS $26 ICUA Combined 0.18 Fig. 5 Farebox/Expense Coverage 0.35 0.32 0.30 0.15 0.32 .00 10~8 Coral- CAMBUS 0.24 ICUA Employee Productivity Figures 6 through 8 reflect employee productivity with employees represented in Full Time Equivalents (FTE). The average annual hours of service operated per employee (Figure 6) shows most systems in the 1,200 to 1,300 range. Coralville is least efficient at 800, reflecting its small size and lack of scale economies. Figure 7 reflects hours of service operated per administrative/support employee. Coralville Transit and Iowa City Transit are among the most efficient systems. CAMBUS is among the least efficient. Hours of service operated per maintenance/servicing employee (Figure 8) shows Iowa City and Coralville among the least efficient systems. CAMBUS is among the most efficient. 1.2 Fig. B Hours of Service Operated per Employee (FTE) 1.3 1.2 1.2 0.9 (in thousands) 1.3 0.8 1.2 1,2 ICUA Comt31ned 6.9 Fig. 7 Hours of Service Operated per Administrative/Support Employee (FTE) 6.3 6.2 12.1 (in thousands) 11 7.2 7 12.4 8.3 6.4 Galnea- Chapel Coium-Bloom- Lafay- Amee Iowa Coral- CAMBUS ICUA 5.3 Fig. 8 Hours of Service Operated per Maintenance/Servicing Employee (FTE) lO.2 (in thousands) 9.1 7 5.8 NA 8.2 4.2 4.1 Iowa Coral- CAMBU8 City vl[Io 5.4 ICUA Combined Employee Compensation Figure 9 provides a comparison of salaries, wages, and fringe benefits. Iowa City Transit provides the greatest compensation per employee of the systems surveyed. Coralville Transit is near the middle of the range. CAMBUS Is by far the lowest, reflecting its use of part-time student labor. Fig. 9 Average Annual Wage plus Fringe Benefits per Employee (FTE)in thousands $26.6 $18.7 $25.3 $17.6 $25.5525.5 $22.8 $22.2 $10.5 IOwa Coral- CAMBUS City ville $18.6 ICUA Spare Fleet Ratio Figure 10 shows spare bus ratio, which is the ratio of buses needed for peak hour service to the total fleet size. The graph indicates a higher number of spare buses owned by Coralville Transit, Iowa City Transit, and CAMBUS than the other systems surveyed. Fig. 10 Spare Fleet Ratio 0.50 0.29 0.27 0.27 0.07 0,22 Arno~ 0.38 0.31 0.36 Iowa Coral- CAMBUS ICUA City vlllO Combined Cy-Ride: The City of Ames Transit Agency There has been interest by proponents of transit consolidation to study Cy-Ride, the City of Ames transit system. Cy-Ride is the single public transit system which operates in the City of Ames, location of Iowa State University (ISU). Ames and ISU are each slightly smaller than Iowa City and the University of Iowa. Unlike the University of Iowa, the ISU campus is not centrally located. It is approximately one mile west of the Ames central business district. Beckground. Cy-Rlde is the only public transit system operating in the City of Ames; however, it is not the result of a multiple transit system consolidation. Cy-Rlde was established as a single system by the City of Ames in 1975. It was still in its formative stages In 1981 when the University and the City of Ames formed the cooperative transit agency which exists today. Cy-Ride is a municipally owned system operated by the City of Ames. A six person authority board governs transit system policy, with approximately equal representation by the city and university, including students. The university contributes approximately twice as much revenue to the system as the City does. The operation of Cy-Ride is oriented heavily to the ISU campus, not to downtown Ames. Ridership standards are used to determine when service should be added or deleted on the various mutes. Performance. Cy-Ride is among the most ericlent, effective public transit systems in the State. Cy-Ride's success is not due to its being a single transit authority in the City of Ames, but due to an aggressive program of land use and parking management which was established by ISU at the inception of the system. This was not the result of an elaborate development plan, it was simply the realization that innovative parking policies are the key to a strong transit system. It has been the desire of the ISU administration to keep central campus free of automobiles. Traffic gates installed in 1976 limit vehicles on-campus to Cy-Ride buses and university service vehicles. A building program in the 1980s created the need for more than 1,000 new parking spaces on campus. Not only were the 1,000 spaces not constructed, but 500 additional parking spaces were eliminated on central campus. In lieu of onecampus parking, several innovations have been Implemented which support the transit system. These include shuttle bus service to outlying commuter parking lots, higher fees for parking close to campus, prohibiting students who live near Cy-Ride routes from parking on campus, and more aggressive enforcement of parking regulations. At the same time that parking restrictions were implemented, an emphasis was made to make transit a very convenient alternative. For example, buses operate every seven minutes from the commuter parking lots during peak classroom times. These parking policies have resulted in an attractive pedestrian campus which is free of traffic congestion and large expanses of parking lots. The City of Ames has received the UMTA admlnlstrator's award for excellence because of thelr innovative transit and parking policies. The cooperative relationship between the Cy-Ride employees union and Cy-Ride management has also contributed to operating efficiencies. Work rules are more flexible and wage rates lower than most other unionized transit agencies. Summary. The existence of Ames Cy-Rlde as a single area-wide transit authority has facilitated cooperation and coordination between the City of Ames and Iowa State University. However, it Is not a significant factor in the efficient operation of Cy-Ride. The successful operation of Cy-Rlde is a result of: Aggressive land use and parking policies on the ISU campus which limit the use of automobiles and make transit a convenient alternative. Flexible work rules, lower than average wage rates, and an overall cooperative attitude by the Cy-Ride employees union. Legal Authority Existing Arrangement Municipalities are authorized under Chapter 364 of the Code of Iowa to provide and assist public transportation by acquisition, construction, and operation of existing or additional transit facilities. The provision of service may be provided directly by the municipality or by lease arrangements with other parties. Similarly, the University of Iowa Is authorized under Chapter 262 of the Code of Iowa to provide and assist public transportation by acquisition, construction, and operation of existing or additional transit facilities. The provision of service may be provided directly by the University or by lease arrangements with other parties. Consolidated Arrangement. Chapter 28E of the Code of Iowa allows the joint exercise of public agency powers when it is mutually advantageous. Public agency is defined as any political subdivision of the state or any agency of state government. Part 17 of Section 28E pertains specifically to transit and allows: For unification or official coordination of local mass transportation services on an area-wide basis. o That unification or official coordination of local mass transportation services on an area-wide basis shall not require voter approval. Summary. Under Iowa law there is no legal impediment to the consolidation of Coralville Transit, Iowa City Transit, and University of Iowa CAMBUS into a single transit system. Existing Cooperation and Coordination The Consolidation Issue . Pas! History, In 1986 the City of Iowa City requested JCCOG establish an ad hoc Area Transit Study Committee. This committee included representatives from Coralville, Iowa City, CAMBUS, and Johnson County SEATS; as well as the Downtown Association, AFSCME Local 183, and a private citizen. In its four month existence the function of this committee was to examine various transit issues, with a consensus committee position established on each. One of the issues addressed was the advisability of consolidating Coralville Transit, Iowa City Transit, and CAMBUS. The committee concluded it was not advisable to consolidate the three transit systems into one. It determined the advantages of consolidation were already occurring because of cooperation and coordination between the three systems, and that there were legitimate reasons not to consolidate. The conclusions of the ad hoc Area Transit Committee were as follows: Existing Cooperation and Coordination. Since the establishment of the three transit systems during the 1970s there has been a high level of cooperation and coordination. This was formalized in 1981 with the establishment of the Johnson County Council of Governments and establishment of the JCCOG Technical Advisory Committee. JCCOG is the centralized, coordinated transit planning and grant funding agency for all public transit services in the Iowa City Urbanizsd Area. Specific examples of cooperation and coordination between the three systems include establishment of the Downtown Transit Interchange as a centralized transfer point, the Iowa City Transit facility major maintenance agreement, sharing of common parts inventory, honoring of monthly passes between systems, and joint vehicle purchases. Service Duplication. There is very little service duplication between the three systems. Service areas overlap, but coordination is evident. For example, it would appear CAMBUS duplicates Iowa City Transit service to Hawkeye Apartments and east Iowa City. However, CAMBUS only serves these areas in the evening after ICT has stopped service. Similarly, the CAMBUS Oakdale route operates through the City of Coralville but will not pick up or drop off people in the Coralville Transit service area. Route duplication exists in the UI Hospitai-CBD corridor, not because of competition between systems, but because this is a common origin/destination area. A total of nine routes operate in this corridor. Competitively this arrangement favors CAMBUS since they are a free-fare system competing with systems which have a 50¢ fare. Service duplication exists between iowa City Transit and CAMBUS in the North Dubuque Street corridor. When Mayflower Apartments became part of the UI residence hall system in the 1980s, the UI felt obligated to serve this facility with a high level of CAMBUS service. This is standard policy for all Ul residence halls. This effectively eliminated the only significant ridership generator from the ICT North Dubuque Route. The University felt justified in their action, as ICT would not have served Mayflower with an adequate level of service to make it a viable facility. ICT was unable to drop the North Dubuque Route because of the Ul's refusal to have CAMBUS serve the small residential area north of Mayflower. ICT has recently mitigated this situation by combining the North Dubuque route with another mute. Paratransit service in the iowa City Urbanized Area is not as highly coordinated as fixed-route service. Since U.S. DOT requires all transit systems which receive UMTA funding to be open to the public, paratransit service cannot be limited to certain client groups. CAMBUS cannot limit Bionic Bus service to University-related persons, and SEATS cannot limit their service to non-University persons. Consequently there is client and service area duplication between Johnson County SEATS and CAMBUS Bionic Bus. As operating expenses increase there Is more inclination on the part of each system to coordinate and eliminate service area duplication as much as possible. Local Control Local financial support provides 80-90% of the operating revenue for Corelville Transit, Iowa City Transit, and CAMBUS. The combined local transit subsidy per capita in the Iowa City Urbanized Area is by far the highest in the state and among the highest in the nation. Given that each transit system is operated by a distinct unit of government, there would be an eroding of local support for a single large system. As the size of a governmental unit increases, so does distrust as local control is lessened. This is seen as especially critical for the City of Coralville since it is by far the smallest governmental unit of the three. In spite of ridership fluctuations experienced by all three systems since 1983, the fact remains that each system is among the most efficient and effective in the state, that each system is relatively politically powerful, and that each system is relatively financially stable. Levels of Sen/Ice, which is provided. headways. The three transit systems have wide variation in the level of transit service This pertains to service area, fare structure, hours of operation, and Wage Rates. Because Coralville Transit and Iowa City Transit are subject to collective bargaining with AFSCME Local 183, their wage rates are substantially higher than CAMBUS wage rates. Except for mechanics, CAMBUS employees are not subject to collective bargaining. Administrative Cosfa. Extremely low administrative costs by Coralville and CAMBUS do not offer much potential for further savings if the systems were consolidated. Coralville Transit has a single administrator who also performs operating functions. CAMBUS has a single full-time administrator who supervises over 100 employees. Deadhead Mileage. In the early 1980s all three systems constructed or remodeled their bus storage facilities. At that time It was determined that lower deadhead (out-of-service) mileage was a reason to maintain separate storage facilities for each system. It would be possible to maintain separate storage facilities under a consolidated arrangement, but it would be uncommon in an area as small as the Iowa City Urbanlzed Area. Alternative Organizational Arrangements A decision will be made to change the existing organizational arrangement of three separate transit systems if there are advantages perceived to such a change. There are four perspectives from which to evaluate alternative organizational arrangements: · Sen/ice. A change in organizational arrangement should provide transit service in a more effective manner. o Financial Considerations. A new organizational arrangement should provide for greater operating efficiency. There should be an increase in operating revenue or a decrease in expenses. o Funding. A change in organizational arrangement should provide for an adequate, stable source of financial resources. o Operating Policies. A change in organizational arrangement must assure responsiveness to policies established by local elected officials and University of Iowa administrators. The following analysis uses the information presented in the preceding sections of this report to evaluate three organizational arrangement alternatives: A consolldated transit system. Operated either as an independent authority or by the City of Iowa City, this alternative would eliminate Coralville Transit, Iowa City Transit, and University of Iowa CAMBUS. In its place would be created a single public transit system for the Iowa City Urbanized Area. Three separate transit systems with more centralized authority. This alternative would keep the three separate transit systems intact, but formalize many of the service elements which are currently informally coordinated or uncoordinated. For example, determining where routes go, how often and on what days buses operate, and at what level fares are set would be coordinated by a transit coordinating council. Individual systems would not be permitted to implement service changes without the sanction of the coordinating council. The transit coordinating council would be staffed by JCCOG with representatives from each transit system. The authority of the transit coordinating council could be as far reaching as desired by the participating agencies. Existing arrangement. No change in the existing organizational arrangement of three separate transit systems with planning, grant administration, and regulation compliance coordinated by JCCOG. Service A change in organizational arrangement should provide transit service in a more effective manner. Consolidated System Service levels determined by board of directors mpresantlng Coralville, Iowa City, and University. Centralized coordination of route and sewice planning. Centralized coordination of parstransit service, if SEATS is also pa~t of consolidated arrangement. 3 Separate Systems w/More Centralized Authority Existing. Three Separate Systems Sewice basically unchanged. Existing service levels determined by Iowa City Trans~ coordinating council. Council, Coralville City mechanism for negotiating Council, and University of service changes which would Iowa Director of Parking and Involve all three systems. Transportation. Issues: route duplication, service levels, fare levels, informal coordination parstransit. between systems. Route duplication wl~era CAMBUS For those items designated feels municipal systems have under the purview of the not provided adequate coordinating council, systems service to UI faciStles. not permitted to take Independent action. Service levels vary significantly between systems: hours of service, days of service, headways, fare levels. Paratransit service level mir. rots fixed route service. Municipal and UI paratransit service relatively uncoordinat- ed - overlap in client group and service area. Financial Considerations New organizational arrangement should increase revenue or decrease expenses Consolidated System Significam increase in annual operating expenses likely. Not expected that CAMBUS would be able to preserve its low wage structure and use of part-time student labor. Need to add support services network if independent transit authority formed. Increase in insurance expense if CAMBUS leaves State pool. Local revenue decrease possible as consolidated system will undermine individual control. Municipalities leas likely to use property tax revenue to fund a system seen as benefiting students and UI personnel; UI less likely to fund system with student fees and payking revenue if direct benefit to students and parking system is not obvious. Ridership drop if fare instituted on UI portion of system. Increased efficiency In maintenance and administration areas. Fewer spare buses required. 3 Separate Systems w/More Centralized Authority Little opportunity for Increased revenue or decreased expenses. Minor expense savings If small amount of route duplication is eliminated (North Dubuque Corridor, Hospital-CBD Corridor). Possible expense savings with consolidated maintenance effort - Increase in deadhead (out of service) mileage. Existing - Three Separate Systems Farebox recovery higher than average for Coralville Transit and Iowa City Transit In spite of decline in fare revenue since 1983. CAMBUS expenses very low because of use of Student labor. High amount of local revenue contributed to each system. Overall employee productivity relatively high for Iowa City Transit and CAMBUS. Efficiency per employee lower for Coralville because of small size. Most Inefficient aspect of CVT and ICT: maintenance and servicing. Most ineificient aspect of CAMBUS: administration. When compared to other college town transit systems, wages and salaries are high for lOT, average for CVT, and very low for CAMBUS. Coordinated planning, grant admin., regulation compliance (JCCOG). Deadhead mileage minimized with separate facilities. Funding Organizational arrangement should provide for an adequate, stable source of financial resources Consolidated System 28E agreement for funding consolidated system. Sources could remain same with percentages established for each funding agency. Loss of flexibility for individual systems to adjust local funding. 3 Separate Systems w/More Centralized Authority No significant change from existing arrangement. Possible reduCtion In capital funding if cooperative sharing arrangements increase. Existing - Three Separate Systems Relatively stable local funding SOurces. Property tax (most significant source, including special levy) must compete with other municipal services. Student fee (CAMBUS) subject to enrollment fluCtuation. Less political support for current high levels of local funding. Less political support from Ul students if fare Instituted. State operating grants increasing; federal operating grants decreasing for all three systems. Local revenue increase required ff higher COSt structure adopted with consolidated system collective bargaining agreement. No significant change In st&re and federal operating funding. Decrease In capital funding required: fewer spare buses needed, likely reduction In infraStructure. Operating Policies Responsiveness to Policies Established by Elected Officials and the UI Consolidated System Operating policies (~stermlne~ by Board of Directors representing Coralville, Iowa C'~, UI, and others with funding commitment (University Heights, Johnson County). Reduced responsiveness to Individual system priorities; increased opportunity to influence transit operating policies in entire urbanized area. Existing policy makers (City Councils. Uladmlnistration) would have to manipulate political process to achieve individual objectives. Ability to achieve Individual priorities ratsted to amount of funding contributed to system. 3 Separate Systems w/More Centralized Authority Responsive to Individual system priorities except for elements deemed to be of urbanlzed area-wide significance. These would be subject to regulation by "transit coordlnstlng council' staffed by JCCOG with representatives from all 3 systems. The transit coordinating council would increase centralized authority beyond the existing areas of planning, grant adminiStration, and regulation comp!iance. Transit coordinating council elements COUld Inc[ude any of the following: route design, service levels end scheduling, fares, procurement, training, equipment end facilities, public information, legislative Initiatives, wage rates, paretransit. Existing - Three Sapsrate Systems Responsive to individual priorities established by City Councils and UI administration. Each system has authority to implement any change In operating policy deemed appropriate. Centralized authority (JCCOG) for matters pertaining to planning, grant administraiton, and regulation compliance. Operating policies vary significantly between the titme systems: hours of service, fare levels, number of personnel positions, wage rates, maintenance and cleaning programs, paratrensit service, and funding sources. To; IO~ CITY CLERK From ~o hogartv ~-14-95 8:S{{am p. Z of ~ Johmon Cuuni)- Don Sehr, Chairperson Joe Bolkcom Charles D. Duffy Stephen P. La¢ina Sally Stutsman BOARD OF SUPERVISORS February 15, 1996 1. Call to order 9:00 a-m. 2. Action re: 3. Action re: FORMAL MEETING Agenda claims formal minutes of February 8th. 4. Action re: payroll authorizations 5. Business from the County Auditor. a) Action re: permits b) Action re: reports c) Motion to authorize the Johnson Proposed Johnson County Budget d) County Auditor to publish the Summary and Notice of Public Hearing for a public hearing to be held on March 5, 1996 at 5:00 p.m. 6. Business fi'om the Zoning Administrator. a) Final comideration of application Z9551 of Kim and Curt Hynek. b) Final consideration of application Z9552 of Bernard and Opal Huber. Final consideration of application Z9553 of Hal Knowling. d) Final consideration of application Z9554 of Jay Stolba and Sarah Ordover. e) Motion setting public hearing. f) Other 913 SOLrI'H DUBUQUE ST. P.O. BOX 1350 IOWA CITY, IOWA 52244-1350 TEL: (319) 356-6000 ...................... ..~ ~o..~:~ __m~,c.-:-..-..t~ .......... -. .......... ~---.-.~ FAX:(319) 356-6086 To: IOWA CIT~ CLERK From: .io hogarty 2-14-9§ 8:58am p. 3 of 4 Agenda 2-15~96 Page 2 7. Business from the Assistant Zoning Administrator. a) Discussion/action re: the following Piat~ing applications: Application S9592 of Connie J. McRoberts requesting preliminary and final plat approval of Knowling Subdivision, a subdivision located in the NE 1/4 of the NW 1/4 of Section 2; Township 79 North; Range 8 West of the 5th P.M. in Johnson County, Iowa (This is a 1-1or, 5.00 acre, residential subdivision, located on the south side of 340th Street SW, approximately 0.6 of a mile west of its intersection with Cosgrove Road 8W in Hardin Twp.). Application S9593 of Jay Stolba requesting preliminary and final plat approval of McAllister Creek Second Subdivision (A Resubdivision of Lot 1, McAllister Creek Subdivision), a subdivision located in the SE 1/4 of the SE 1/4 of Section 5; Township 81 North; Range 7 West of the 5th P.M. in Johnson County, Iowa (This is a 24ot, 4.36 acre, residential subdivision, located on the west side of Highway 965 NW, approximately .25 miles north of its intersection with 120th Street NW in Jefferson Application S9596 of Karen Long requesting preliminary and final plat approval of Sugar Woods Subdivision, a subdivision located in the South 1/2 of the NE 1/4 of Section 11; Township 78 North; Range 6 West of the 5th P.M. in Johnson County, Iowa (This is a 1-1or, 2.19 acre, Highway Commercial subdivision, located on the east side of Sand Road SE, approximately 1/4 of a mile north of the intersection of Sand Road 8E and 490th Street SE in Pleasant Valley Twp.). To: IONA CTTY CLERI( From: ,io hogartv 2-Z4-56 8:58aa p, 4 o~ 4 Agenda 2-15-96 Page 3 8. Business from the County Attorney. a) Discussion/action re: 1996-99 administrative unit collective bargaining agreement. b) Discussion/action re: resolution setting public hearing on disposal of old Coralville Power Dam to Iowa City. c) Report re: other items. 9. Business from the Board of Supervisors. a) Motion re: letter responding to those persons concemed about Chatham Oaks funding and authorize the Chairperson to sign letter. b) Motion re: letter of congratulations to Steve Holmes, Laurie Robinson and the Johnson County Historical Society for winning the Best of Show at the 1996 Movies to Go/Iowa Film Awards for his film Voices: A Brief History of Johnson County and authorize the Chairperson to send a letter of congratulations. c) Other lO. Adjourn to informal meeting. a) Presentation/discussion re:FY '95 audit by Charles Bailey & Associates. b) Discussion re: budgets. c) Inquiries and reports from the public. d) Reports and inquiries from the members of the Board of Supervisors. e) Report born the County Attorney. t) Other I l. Adjournment. ~°X The new 5-part training serie for e~ected municipal official= continues wit15 Phase 3 on the ICN IOWA LEAGUE CITIES In cooperation with the University of Iowa Institute of Public Affairs an the Iowa State University Extension Becoming an effective mayor~)r council member requires commitment, hard work and strong leadership. With their vote, the people in your community demonstrated their confidence in your ability to lead. Now you need to keep your skills sharp to be able to turn your vision into reality. This new five-part training program, co-sponsored by the iowa League of Cities, the University of Iowa Institute of Public Affairs and the Iowa State University Extension, is designed to give you the tools you need, and to help build your leadership skills along the way. From the pre-office sessions held after municipal elections to the League's Annual Conference and Exhibit, each training phase will give local elected officials the edge you need to run your city in today's world. Phase Three -- Staying the Course This three-hour session will be held via the Iowa Communications Networ~ (ICN) on Thursday, March 14, from 6 to 9 p.m., at 27 convenient sites across Iowa. Your input at phase one and two sessions indicated you wanted phase three to provide more information on: Personnel Issues How to avoid common personnel mistakes Risk management How to determine your city's insurance needs Capital Improvements How to plan and pay for projects Investments How to keep your city solvent See the agenda and registration form In this brochure. Phase One B Hit the Ground Running The first phase of the Mayor/Council Seminar series is held in December following municipal elections to give newly elected officials an idea of what's ahead before taking office. Because many people begin municipal service without fully realizing all the laws and regulations determining local government operations, this phase is designed as a survival kit for those first few hectic weeks at city hall. Newly elected officials get the Information needed to hit the ground running as they begin their municipal careers. Phase Two B Navigating the Way Phase two of the Mayor/Council Seminar series takes place in January at several locations around the state. It is designed to help both newly elected and veteran officials better understand the basic framework of govern.mental laws and regulations. Participants learn about budget and finance, strategic planning~ problem- solving, economic development, and the mechanics of local government. For more information about any of the phases of the League's Mayor/Council Seminars, call the League office at (515) 244-7282. Registration Phase Three m Staying the Course Thursday, IViarch 14 6 - 9 p,m, at the ICN site nearest you Agenda Co-sponsored by the Iowa League of Cities, the University of Iowa Institute of Public Affairs and the Iowa State University Extension Personnel issues Hiring, civil service and collective bargaining FLSA, ADA, and sexual harassment Evaluations, discipline and termination City management issues Risk management Multi-year capital improvement programs Cash vs. debt financing for public projects Investments and cash management investment opportunities Fiscal policies Registration deadline to guarantee space Is March 4, 1996, NOTE: Refunds will be'honored until March 4. Please contact the League office of any special accessibility accommodations required. Mayor/Council Seminars Phase '[hree -- Staying the Course City Address Zip. Phone ( ).__ Name Title Name Title Name Title Name Title Name Title Sign us up for: (~} Algona [~ Ames {~ Ankeny [] Audubon Q Bedford [~} BIoorcfield [~1 Calmar Q Carroll ~1 Char~esCity [] Cherokee ~ Corydan I~ Creston [] For~Dodge ~ Independence [] Johnston ~ Mapleton [~ Maquoketa [] Marshalltown [~ Mason City [~ Ottumwa ~) Pella I~} Red Oak [~ Sac City I~ Sibley [~j Sigoumey Q Wapello [~ Winterset Registration fees League members League non-members x $25/person = x $50/person = Please identify contact person responsible for the information included in this registration. Contact name Title Please return this registration form and appropriate fe~ to the Iowa League of Cities, 317 Sixth Avenue, Suite 1400, Des Moines, IA 50309-4122, Phase Four m Staying the Course Phase four will cover hot topics of interest to city officials in greater depth. Your input at other sessions will set the agenda for this phase, to be held in May of 1996. Issues may include: Working effectively with the media How to handle electronic and print media Working with citizens How to weigh the public good of citizen demands Improving the community through nuisance abatement How to get it done Further information and registration materials will be mailed to member cities this spring. Phase Five m In the Mainstream Phase five is the continuing education link for all elected officials -- a special elected official track at the League's Armual Conference and Exhibit. Of course, the League's Annual Conference is held each fall and every year it offere training of unmistakable value to city officials, both elected and appointed. But in the years following municipal elections, the specific Mayor/Council Seminar Phase Five track will expand on the foundation of municipal leadership expertise built in.phases one through four. Once you've begun this sharpening of your municipal governance skilJs, you'll want to complete the cycle. Your participation in the League's Annual Conference will allow you to continue learning, as well as give you a chance to share your cily's successes with other city officials in Iowa. The League's 1996 Annual Conference will be held in Cedar Rapids on September 18-20. More information and registration materials will be mailed to all member cities this summer. ICN interactive sites include: Algona Iowa Lakes Comm. College Algona Affendance Center ~ Highway 169 Norlh Ames · _~ Iowa State University Nt 47 Lagomarciea Ankeny DMACC. Bldg 6, Room 18 2006 S Ankeny Bird Audubon Audubon High School. Room 206 800 Third Avenue Bedford Bedlord Community SChOOls F~ber Oplic Room 1006 I;lino~S Bloomfield Davis County H.S. Room 101 106 North East Street Calmar Northeast Iowa Comm. College Trades & Indust¢/B!dg.. Re. 115 Highway 150 Carroll OMACC Cartel Campus, Rrn. 144 906 North Grant Rood Charles City North iowa Area Corem College Chades City Center, Room 106 200 Han~ood Ddve Cherokee Washington High School Arrno~y Building Fiber Optic Room Gilatie Dnve Corydon Wayne Community HS.. Rrn. 100 102 N DeKalb Creston Southwestern Comm· College Instructional Center. Re. 209 t501 West Townline Road Fort Dodge Arrowhead AEA Fort Dodge Campus . Ubrary Building. 2rid Floor 330 Avenue N Independence Independence High School Fiber Optic Room 514 5th Avenue SE Johnston IP'I'~. ClasSrOom 2 6450 Corporate Drive Mapleton Maple Valley H.S.. Room 147 410 South 6th Ma~uoketa Maquoketa High SCI~3Ol Alternative High School Buitding 600 Washington Marshalltown iowa Valley Come· Coltage Continuing Ed. Center. Room 806 3702 S Center Street Mason City North Iowa Area Comm. College Career Buildrag 128 500 College Dnve Ottumwa Indian Hills Comm. College Advanced Tech. Ctt. Room 107 ' 525 Grandwew Avenue Pella Canb'al College Geisler LJbra~, Room 204 812 University Red Oak Southwestern Come College Red Oak Canlet. Room lt6 2300 4th Sleet Sac City Sac come HS. Rooms 151-152 300 S 11th Street SIbley Sibley High School. Room 128 120 11th Avenue NE Slgoumey Sigoumey H,gh School Talecommunicatioos Room 201 907 E Pleasant Valley Wapello Wapello High School Fiber Optic Room 501 Buchanan Street Winterset Wintersat High School Fiber Optic Roere 624 W Husky {City Leasue members $40 x = S Leasue non-members $5o x = $ __ Please notify the LeaSue offi¢s of any ac.r. esslhi[iry or tlistar~ acc=mmodacions required. Please ic[entify a contact person ~esgonsible fo~ the 5nforma- ~on ~nc[udec[ in t~Le r~jis~a~o~. Ketum this earti anti the appropriate fee to the Iowa Leasue of Ci~ Attn: x996 Lesi~latlve Day, ~Iz Sixth Awnue/ Su{te ~¢o% Des/v~nes~ LA ~o3o9-4a~2 9:30 ' 9:~ a.m. I0:I~ - IL a.m. a.m. - Noon /xloon - ]:30 p.m. ]:30 -:IS p.m. z:z$ - 3 p.m. 3- 4 P.m. 4- $p.m. Lesis[ative, Day Ke~strador~ How a bill becom~ ~w tan offki~l We~e ~d~ss Iowa G~cra[ ~bly ~d~ by ~pm~aCio~ cMi~ of ~a G~a[ ~semb~y Ran Hot ~ue ~m~k ahutt[~ ~ ~pi~[ ~p and C~m ~p~on at the ~pito[ PROJECT COST Melrose 8r=dge NNVVIDennylEd $1,653.148 Melrose Ave Paving. Bridge to Hawkins NNVV/Denny/Ed Burlington/Gilbert Intersec~on $645.617 Jeff/Ed George/Oakcrost Slorm Sewer $70.000 Dan/Rob Melrose West Paving Improvements $2,691.386 Shlve~KIm/Rick First Ave. Muscatine to D St $800.000 Groan/Rob Soccer Sffe Access Rd $132,000 Rob/Steve ADA Curb Ramps $184.585 Jeff Abbey Lane Sanitary Sewer $880.000 MMS/Da~/Rob Kiwanis Park Storm Sewer $338.000 MMSIDanRob Leechate Force Main & Gravity Sewer $~48.675 Shiva/Dan Landfill Cell and Cap $1,400,000 Green/Dan Highlander Lift Stabon and seni~ary Sewer $405.217 Shoemaker/Rob Whispering Meadows Slorm Extension $20.000 Jonathan/Rob South Gilbert Storm Sewer $100.000 MMS/Jonathan/Ed Iowa River Trail. IMU Bddge to Iowa Ave $200,000 VJ/R~ck/Kim Madison Street Water Main & Paving $120.000 UoflIB&V ShamrocldPeterson Storm Sewer $112.660 Jeff Longfellow Sanitary Sewer Joint Sealing $50,000 Shiva/Rick Pain Road Storm Sewer $60.000 DardEd Zimansky Sanitary Sewer $12.400 Landmark/Danny Silurian Wells SW-1. SW-2 $326.400 Chuck/Green Jordan Well JW-1 $324,200 ChucldGreen Ground Storage Reservoir $75.8.]50,0~ Chuck/Green Raw Water Piping $1.275.500 Chuck/Green Iowa River Dam Improy. $686,200 Chuck/Green Silunan Wells SW*3.SVV4. Jordan Well, Upper Terminus $456.600 Chuck/Green W~lliams Bros. P~peline $607.000 Chuck/Green Pond Stabilization & Site $464.500 ChucJ'JGreen North Corridor R~er Sanitary Sewer $478.400 ChucfidGreen South River Corridor Sewer $17.054.000 Chuck/Stanley South River Corndot L~ Station $5,558.000 Chuck/Stanley NON-CONSTRUCTION Flood Map Revisions $140,000 Shiva/Rick Landfill Ground Water M0nitodng $30,000 Green/Dan GIS Research Design Standards MAJOR CALENDAR YEAR '97 PROJECT FOR CONSTRUCTION MELROSE AVENUE - HAWKINS TO BYINGTON FIRST AVENUE - BRADFORD TO MUSCATINE WATERFRONT DRIVE - NORTH OF STEVENS DRIVE SCO'FI' BOULEVARD TRUNK SEWER IAIS RR STORM SEWER - SEVENTH AVE TO FIRST AVE SOUTH SYCAMORE REGIONAL STORMWATER MANAGEMENT FACILITY SANDUSKY/SOUTHGATE STORM SEWER SOUTH RIVER CORRIDOR SEWER SOUTH RIVER CORRIDOR LIFT STATION CURB RAMPS ASPHALT RESURFACING WILLOW STREET RECONSTRUCTION AND STORM SEWER ACT/HWY 1 INTERSECTION IMPROVEMENTS SOUTHGATE AVENUE EXTENSION BROOKSIDE DRIVE BRIDGE MELROSE RESURFAClNG - HVVY 218 TO CITY LIMITS LANDFILL WIND BREAK / SCREENING IOWA RIVER TRAIL - BURLINGTON TO STRUGIS FERRY SUMMIT STREET BRIDGE IOWA AVENUE STREETSCAPE WILL BEGIN THE DESIGN OF THE FOLLOWING IN '1996: SYCAMORE - BURNS TO CITY LIMITS WOOLF AVENUE RECONSTRUCTION RIVER STREET RECONSTRUCTION EAST WEST ARTERIAL - NORTH SIDE - PHASE I EAST WEST PARKWAY - SYCAMORE TO DETENTION BASIN SCOTT BOULEVARD EXTENDED - PHASE 1 FY 98 LANDFILL CELL 1998 ASPHALT RESURFACING 1998 CURB RAMP PROJECT DODGE STREET IMPROVEMENTS - GOVERNOR STREET TO DUBUQUE ROAD FOSTER ROAD WEST OF DUBUQUE STREET WATERFRONT DRIVE NORTH OF SOUTHGATE AVENUE HAFOR CIRCLE STORM SEWER City of Iowa City MEMORANDUM Date: February 23, 1996 To: City Council From: City Manager Re: Material in Information Packet Copy of a letter to Mayor Novick regarding upcoming lecture entitled "The Manufactured Crisis in Public Education." 7 79 Copies of letters from Mayor Novick to: a. Area legislators regarding the proposed increase in the transit levy. b. Board of Supervisors regarding Fringe Area Agreement. 780 Memoranda from the City Manager: a. Renewal of Annual Concrete Contract. b. Near Northside Business Association. Memorandum from the Transportation Planner regarding a proposal to amend the JCCOG Arterial Street Plan. 7 Memorandum from the City Clerk regarding summary of the Council Work Session of February 13, 1996. 7 g5 Minutes of the Neighborhood Council meetings of November 5, 1995, and January 17, 1996._.~)_~ Copy of a letter to the Mayor of University Heights from the Director of Planning and Community Development regarding an appraisal of the Neuzil tract. Copy of a letter to the Greater Iowa CiW Housing Fellowship and Robert Burns and Associates from the Community Development Coordinator regarding use of FY96 CDBG funds. Copy of an article from Council Member Dee Norton entitled "The Need for Aged Buildings." '7 (~ _ Copy of an article from the February 15, 1996, issue of ICON entitled "Watching for Merging Traffic," Copy of a news release from the Iowa City Water Division. Copy of a news release from the Office of the County Zoning Department. 7~ Copy of the Free Lunch Program Newsletter. 7~ COpy of "The Safety Not." Agenda of the February 22, 1996,-formal meeting of the Johnson County Board of Supe isors. 790 _ bJ~packet Information Packet February 23, 1996 page 2 Information for the 2/26/96 Conference Bd. meeting. ~7~ Memo from the City Manager regarding being out of the City. '7~ Memo from Council Member Novick regarding Transit Issues. Memo from Shirley Wyrick, President of Arts Iowa City. Agenda for 2/27 Bd. of Supervisors meeting. Copy of letter from Aquadrill regarding Iowa City Water System Improvements Project. Memo from PCD Dir. regarding Burlington St./Gilbert St. Intersection Improvement Project. Memo from City Mgr. regarding pending development issues. Memo from City Mgr. regarding Multi-Year Contracting-Seats. Memo from City Mgr. regarding Assisted Housing. Memo from City Arty. regarding City Assessor's Office: A creature of state law. February 22, 1996 Mrs. Naomi Novick Mayor of Iowa City Civic Center 410 E. Washington Street Iowa City, IA 52240 Dear Mayor Novick: On Monday afternoon, March 4, at 3:30 P.M., Dr. David C. Berliner will be giving a lecture at ACT entitled "The Manufactured Crisis in Public Education." Dr. Berliner is Professor of Curriculum and instruction, Professor of Psychology in Education, and Regents Professor of Education at Arizona State University. Dr. Berliners lecture is open to the public and will be held in the cafeteria of the ACT Lindquist building. We at ACT would appreciate your disseminating the attached announcement to your staff and others who might be interested. Thank you. Sincerely, Richard Sawyer Asst. Vice President Measurement and Statistical Research RS/sjl Enclosure 2201 North Dodge Street, P.O. Box 168 Iowa C~. Iowa 52243-0168 (379) 337-1000 February 20, 1996 The Honorable Mary Neuhauser 3485 G. Richard Circle SW Iowa City, IA 52240 Dear .~ e~'~or CITY OF I0 WA CITY We urge you to support the increase in the transit levy from $.95 to $1.05 per $1000 assessed property value. This money can be vital to our future operation of a city transit system. Iowa City operates a fixed route transit system and contracts both with Johnson County SEATS and with a local taxi operator to provide paratransit service. As we discuss the City's FY97 budget and our 3 year financial plan, we are spending a very high propoRion of our time discussing how to change our transit system. Federal funds for operations have been cut and are predicted to decrease to zero in FY99. So we will have to raise fares and cut some service. This may cause a decrease in riders, and we will have to deal with that in next year's budget. We all know that our operation of transit cannot continue as in the past. Wrthout an increase in local funds, we are predicting a $80,000 deficit in the FY99 transit budget. A 10¢ increase in the transit levy would allow us to levy approximately $158,000 more in 1999. Based on this, we have a choice to levy less than $1.05 or to decrease the amount that we transfer from the general fund. Just having that option would be a big help to all Iowa municipal transit systems. We appreciate your help on this issue. Sincerely, Naomi J. Novick Mayor mdexlm~novi2-20 February 23, 1996 CITY OF I0 WA CITY Don Sehr, Chairperson Johnson County Board of Supervisors P.O. Box 1350 Iowa City, IA 52244-1350 Dear Don & Members of the Board: The City Council has received your letter of January 18, 1996, regarding the Johnson CounW/Iowa City Fringe Area Policy Agreement. We discussed your proposal at a work session on February 20. The Council concurs with points 1, 2, and 5 in your letter. We believe that it is necessary to clearly defttie what is meant by the clustering concept in item 2 and that we need to agree upon some criteria for review of any "appeals" in item 5. We would suggest that the "appeals board" consist of Planning and Zoning Commissioners as well as Board and Council representatives. The areas in which we have not reached agreement are those areas addressed in numbers 3 and 4 of your letter - Areas B and C. The Council feels that it is logical and in the best interest of the people of Johnson County, including Iowa City, to direct growth in Iowa City's two-mile area to a part of that area and not open the entire fringe to the development you suggest. Since the north area, Fringe Area A including the North Cor?idor, has for years been the designated growth area for Johnson County, we accept and endorse your proposal for Fringe Area A. However, we believe that in Areas B and C development should take place within the growth area of Iowa City and that outside that growth area agricultural use should dominate. We are not advocating any downzoning; any property currently zoned RS or a designation other than A-1 would remain at that zoning designation, and the property owners would enjoy all the rights of those zones. I am hopeful that we will be able to reach agreement on these important land use issues and can formally adopt a revised Fringe Area Policy Agreement in the near future. It is our understanding that this agreement would be in effect for a period of three years, at which time both bodies would consider an extension of the agreement or adoption of amendments. The Council believes that since our County continues to grow, the more frequent evaluation of our agreement will be important. 410 EAST V/ASHINOTON STREET · IOWA CITY. IOWA 52240-IE26 o [319! 3Sg~-$000 e FAX (319) 3~6-$009 Don Sehr & Board of Supervisors February 23, 1996 Page 2 As soon as we receive some response from you, we will direct our staff to revise the text of the agreement in accordance with the principles outlined above. I am sure that we all look forward to an early resolution of this matter. Sincerely, Naomi J. Novick Mayor City of Iowa City MEMORANDUM Date: To: From: Re: February 21, 1996 City Council City Manager Renewal of-Annual Concrete Contract We renewed our current annual contract with Iowa City Ready Mix for concrete. Iowa City Ready Mix requested a 2.8% increase over the FY95 bid of ~ 137,000. The 2.8% request for increase is due to materials. No increase due to labor has been requested. Operating funds are budgeted and available for this contract. City of Iowa City MEMORANDUM Date: To: From: Re: Februa~j 20, 1996 City Council City Manager Near Northside Business Association Recently, David Schoon represented the City at an informal meeting of business owners in the Near Northside. Attached is a copy of their minutes. They appear interested in forming their own association and the purpose of the meeting was to serve as a brainstorming session. We will be working with these folks in order to pursue their interest. If you have any other suggestions or ideas that may be of assistance to either the association or staff, please let us know. Attachment bj~nns - 02/07/~996 ~1:10 31 93374124 AL ~ ~_~NATIVES PAGE 01 The "What should our name be?" Business Association A~t~cts Altemative,~ Altcmalives RNetside Theater Riverside Theater Riverside Theater Holland Law Office Gilpin Paint & Ghaa Inc. City of Iowa City Je~i Palermo Janelie 1%mi8 Robin Butler Reu C~ ~ody Hovel~d P~ S~ Jae Ho~ Pat ~p~ ~a~d Schoon 339-7512/358-9170 358-9617 337-41241 ~ same 337-4124/~ax ~. 33a-76~ ~ ~e 338-767~ ~ ~e 338.767~ ~ ~e 35~331 338.7573/33~7742 35~S73~/356-5009 What follows are notes from the first meetin8 of a developin8 Business Association. The first me.,etin8 8erierally comisted of discussing possible reaso~ for laving a Business As,moclafion and what the individual members wish to see the Association accomplish. All agreed tlat the AssociaIion v411 be an action.driven organization. ONe don't like goiug to meetings md not accomplis~g aay~bins...) L Rea.qolla for h0v{ng_a Business/kssociatiou ~.4om Breinaonuing Ideas... (1) ~cr~ n~orh~d ~o~fion ~ the mo~ ~St ~ ~y (2) P~ tOg~ a n~borho~ ~ecto~ (3) S~t F~s (4) ~o~ ~b~to ahow u~en~ o~n~h~ood [~. (6) Posm~ ofdo~ the Bu~n~ ~ to~ebqer (~ Possib~ o~Bugn~ ~dation h~ns (8) Sid~ (9) Old ~gon (10) C~ge p~pl~s (~) ~ p._~])iscusR{On Of Olin. hal Near!~orth,~ide Business Association Valat did it do and wlmt-if any--chatter did it have? - 02/07/~99G 11:10 3193374124 AL¥~TZVES PAGE 02 HI Whst Stlould Our Name Re? (1) Northaide/Nca~ Northaid~ (2) Uptown (3) Northcout/Northsbore (4) North M.~ket Place [to give an archor Boot to help get people oriented.] (5) More nsme~ to come... IV. Wh~t Should O.r B~apha.ls 9e? (I) ttistoric~l connection to N~h M~kct S~ ~o (2) ~'s ~ ~O ~sto~ th~ to ~ n~ ~ ~ ~8 up oM photos of (3) ~er ~sto~ ~a: Su~on's w~ wh~e ~ is; C~ d~ ~ wh~ La P~t~ Paul ~ere's & ~t~ves b; ~e ~s o~ w~ ~ o~ NCS. (4) ~we ~e so~ ~ ofMstofi~ fi~r wc ~uld po~bly Set bmch~ ~o "M~ It a Not.de ~t" ~ts · the) "M~ it a No~idc ~' (Shops) "~c it a No~de lifo" (Se~) ¥. C~y Of)nw~ Cites lnvolwment with (1) City can help ~nc~ghborhood needs ~pccLqc |mprovcments (2) Some block 8rants (3) Neigtlborhoeds nee~ to identify their own issues/problems (i} What resion sllould the ~c~6on co~ Shoed we ~ ~e~ ~ {2) Ev~m~y Bu~s ~aUon s~d have m~ on k~ ~ ~ups: C~b~ ~ ~n~; Co.tree on Co~u~ N~ ~c. (3) N~ ~s su~ u t~, 1o~, ~e (4) Could sm~ bu~ cl~ ~ r~lVa p~j~t ~r us? JCCOG m e m o Date: February 21, 1996 To: From: Iowa City City Council Jeff Davidson, Transportation Planner Re: Proposal to amend the JCCOG Artedal Street Plan for the Iowa City Urbanized Area: add the extension of Oakdale Boulevard between First Avenue (Coralville) and County Road W-66 (Dubuque Street extended) On March 6, 1996, the JCCOG Urbanized Area Policy Board will be asked to consider a request by the City of Coralville to amend the JCCOG Arterial Street Plan. The proposed amendment is to extend the planned construction of Oakdale Boulevard in north Coralville between First Avenue and County Road W-66. At the present time the JCCOG Arterial Street Plan reflects Oakdale Boulevard terminating at First Avenue. The east end of the i3roposed street extension corridor is currently within unincorporated Johnson County; however, it is within the annexation area of Iowa City. Attached is a staff report which was prepared for the JCCOG Transportation Technical Advisory Committee summarizing the issues associated with the proposed Arterial Street Plan amendment. I will attend your February 26 work session to answer any questions you have. In addition to the Artedal Street Plan amendment at JCCOG, this issue is also being processed as an amendment to the Iowa City Comprehensive Plan, since the JCCOG Artedal Street Plan is the arterial street planning element of the Iowa City Comprehensive Plan. It is hoped the two issues can be resolved consistently: the Artedal Street Plan amendment by the JCCOG Urbanized Area Policy Board, and the Iowa City Comprehensive Plan amendment by the Iowa City City Council. Information has been sent out informing property owners in the area of this proposal. Feel free to contact me at 356-5252 if you have any questions prior to the February 26 wod~ session. CC: City Manager Director of Planning & Community Development Attachment Date: January 29, 1996 To~ From: JCCOG Transportation Technical Advisory Committee Jeff Davidson, Transportation Planner '~// Re: Proposal to amend the JCCOG Urbanized Area Arterial Street Plan: add the extension of Oakdale Boulevard between First Avenue and County Road W-66 The City of Coralville has asked JCCOG to consider an amendment to the JCCOG Arterial Street Plan. The amendment would extend the proposed Oakdale Boulevard in north Coralville from First Avenue to County Road W66 (Dubuque Street extended). The proposed amendment is shown on Figure 1 which also shows all existing adopted artedal street extensions currently in the JCCOG Artedal Street Plan. The only portion of Oakdale Boulevard currently constructed is within Oakdale Research Park. The City of Coralville will begin constructing the segment between Oakdale Research Park and 12th Avenue in 1996. Portions of the Oakdale Boulevard alignment between 12th Avenue and First Avenue will be constructed in the short-range future (1996-2006) as development occurs in the area. Purpose Coralville wishes to have the segment of Oakdale Boulevard between First Avenue and County Road W-66 added to the JCCOG Artenal Street Plan for the following reasons: It will put Coralville property owners in the area on notice that as property is developed, right-of-way for the proposed artedal street will need to be reserved. It will require the governmental agency which controls the eastern end of the corridor (currently Johnson County) to reserve adequate right-of-way for Oakdale Boulevard as property is redeveloped. It will allow federal funds to be expended on the construction of Oakdale Boulevard. Federal funds may not be expended ~f the proposed street extension is not included in the JCCOG Arterial Street Plan. This requirement ensures that artedal street extensions are planned in conjunction with an urbanized area-wide process that takes into consideration all ~mpacted governmental units and members of the public. 11711171lt17 'lTlTTIT FOLLOWlibel I$ '-~ "~ "~ I~S~I' DOC, UNIENT AVAILABLE posed for i! COUR! Figure 1 ADOPTED STREET EXTENSIONS JCCOG Ar~eri~z~ Street Plun Effective 8124 94 ~, "' 'T--~-" n Iowa City Urbonized Area I JCCC~ ArterlaI-Exp*'esswoy Street SystemJ ~ ,¸i 3 Coralville-Iowa City Annexation Agreement In 1994 the c~ties of Coralville and Iowa City entered into an agreement establishing authority ~n the overlapping two-mile extratemtodal review area between the two cities. As shown in Figure 2, a boundary line was established governing each city's nght to review county rezonings and subdiwsions, as well as designate future annexation areas. Coralville retains authority west of the dashed line, and Iowa City east of the line The extraterritorial review/annexation line is predicated on the ability of each community to serve the area with sanitary sewer service. In the area west of the line. Coralville can provide sanitary sewer by gravity flow to a lift station and force main located just west of First Avenue. The area to the east of the line flows into a drainage area more appropriately served by Iowa City. Comprehensive Land Use Planning Cora/ville. The City of Coralville has recen{ly amended its Commanity Plan to more specifically address the north Coralville area. As shown in Figure 3, the area east of First Avenue is intended for a mix of Planned Low Density Residential and Planned Low Intensity Commercial development. Due to the presence of sensitive environmental features, there will also be substantial areas of open space. Oakdale Boulevard will be a major feature of this area, and there have been standards and guidelines established (Figure 4) for development which abuts Oakdale Boulevard. The City of Coralville has indicated that property owners in this area are interested [n redevelopment, and it is anticipated that redevelopment of the area will occur in the short-range (1996-2006) future. Iowa City. In the short-range future the City of Iowa City does not plan to annex property north of their new water treatment plant site. Iowa City has an undesignated 700 acres of sanitary sewer capacity north of their current corporate limits. This limit is due to capacity constraints downstream in the dyer corridor trunk sewer. Any redevelopment of property in the vicinity of the proposed Oakdale Boulevard-W66 intersection in the short-range future will likely occur in umncorporated Johnson County at rural densities. Johnson County, Two-thirds of the proposed alignment of Oakdale Boulevard between First Avenue and County Road W66 is currently in unincorporated Johnson County. This area is zoned for residential development. County zoning officials have stated that if this amendment to the JCCOG Arterial Street Plan is approved, they would attempt with any redevelopment proposal to reserve adequate right-of-way for the proposed Oakdale Boulevard extension. Construction of the proposed artedal street in unincorporated Johnson County is unlikely, but if constructed it would be as a rural cross-section highway, similar to County Road W66. Subdivision of county property in the proposed Oakdale Boulevard corridor is subject to approval by City of Coralville or the City of Iowa City. There is the possibility that the proposed totersection of two arterial streets (Oakdale Blvd/VV66) may be proposed for rezoning to allow for commercial development in the county. The rezoning would not reqmre approval by the City of Iowa City, although any subsequent commercial subdiws~on would. FOI. LOWINGI 18 '~ "~ BEST DOCUMENT AVAILABLE L I annexation agreement /- -~ JccoG FOLLOWINO 18 -~ -t~ '~ DOCUMENT AVAILABLE Please note: this is a reproduction of a color figure. Contact Jeff Davidson if you would like the color version ""-"'- ~" u~q~o. ~sTmo LA~o USE ~ ' i ' ~ ~'~'~) .~"' .~ . ~: "' ~, ...~ 2, , .:' : :". I,,oms,o Z ~ ~ J £LEMAI~rARY t ~v~c ~mw* ~v LAND USE A~END~ENTS IA~g~sl 2g, I ~95) LaD USE STUDY J COreLLE, IOWA i~S~a?E~ . , ~ '.. Figure 3 ~..: Figure 4 6 Excerpt from Coralville Community Plan A. PURPOSE: Establish design standards and guidelines for development along the Oakdale Boulevard colder to protect the publ{c's health, safety, and welfare, to minimize the impact of the boulevard on the surrounding residential neighborhoods, and to insure the physiCal and visual resources and aesthetics of the neighborhood are presen, ed and enhanced. B. DESIGN STANDARDS: The following standards apply to the development of Oakdale Boulevard and to all developn~nt abutting the fight of way of the boulevard: 1. A minimum 100' boulevard nght-of-wsy for the four (4) lane undivided sacben. 2. A minimum 8' wide sidewa[k,/trail along the south side of the boulevard, between the Oakdale Research Park and Dubuque Street. 3. A m{nimum 4' wide sidewalk along the north side of the boulevard, between the Oakdale Research Park and Dubuque Street. 4. A minimum 50' resibenUal building setback from the boulevard rtght~3f. way. 5. A minimum 35' commercial building setback from the boulevard ~ght~f-way. 6. A mmimum 25' parking setback from the boulevard right-<If-way for al[ developmenC 7. A minimum 25' fence or screen wall setback from the boulevard right-of-way. 8. A minimum 25' sign sstbac~ from the bouleva,'d nght-of-way. Boulevard access shall be limited to public streets serving residential neighbotho~ls and pdvats drives serving commercial and reSidential developments not less than five (5) acres in size. 10. No boulevard access shall be cJoser than 250' to an ntbrsecUon curb line. 11. Where arterial and collector streets intersect the boulevard, raised, landscaped medians shall be constructed ~n both intersecting streets to facilitate safe conveyance of vehicular and pedestrian traffic. A leftohand turn lane shall be provided in arterial streets. C. DESIGN AND PLANNING GUIDELINES: The following design and planning guidelines are intended to facilitate the orderly planning and consideraUon ot propcsals to develop along the boulevard right-of-way 1. Where residential development abuts the boulevard right-of-way, every attempt shall be made to s~ta and onenl buddtngs to maximize safety. pnvacy, and aesthetics. Parkrag and service areas shall be scmaned from view. In both residenbal and commercial areas, screening shall be accomplished using a combination of landscaping, earth berling and architectural sereorang. Architectural screens shall be compa~bta in detail and matanal w~th the associated architecture. The boulevard right-of-way should be perceived as a part of the community open space system. Pedesthan connections tram res~denltal open spaces to parks and to walks and trade along the boulevard should be encouraged. Street and pedes~an bghting, s~gnage. pavement materials, and other detailed tJ'eatrnents of public improvements along the boulevard shall express a consistent and unified design theme. 7 Traffic Service and Roadway Impact The extension of Oakdale Boulevard between First Avenue Coralville and County Road W66 will impact traffic conditions on two existing street corridors: First Avenue/Highway 6 in Coralville, and Dubuque Street/County Road W66 in north Iowa City. First Avenue Coralville/Highway 6. The JCCOG QRS-11 traffic analysis model was used to assess the potential impact of extending Oakdale Boulevard according to the proposed amendment. Existing traffic service vanes in this corridor, from under capacity on First Avenue north of 1-80, to beginning to exceed capacity on First Avenue between 1-80 and Highway 6, and ovemapacity on Highway 6. Long range (20-30 years) forecast traffic conditions show projected traffic volumes increasing to well over capacity on First Avenue. The extension of Oakdale Boulevard results in only minor diversion of traffic off of First Avenue and Highway 6; slightly roore than 1%. The model results indicate that whether or not Oakdale Boulevard is extended will not be a significant determinant'of traffic conditions on First Avenue. First Avenue will be much more significantly impacted by commercial traffic generated from 1-80. Oakdale Boulevard will also not significantly impact future Highway 6 traffic volume. Dubuque Street/W66. Dubuque Street south of Park Road was reconstructed in the 1980s and is in very good condibon. There are at least 20 years of useful service life remaining in the existing pavement. Capacity of this segment is adequate for current traffic volumes. In the short term (1996-2006) capacity constraints are projected in the area between Kimball Road and Chumh Street, becoming more severe (V/C greater than 1.4) in the long range (20 year) forecast. Roadway capacity in this segment would be enhanced by the construction of left tum lanes at the intersection of Dubuque Street and Church Street, but this cannot be accomplished within the existing right.-of-way. Dubuque Street between Park Road and 1-80 is in relatively good condition. The southbound lanes have no sedous deficiencies forecast in the short term with regular patching and crack filling. The northbound lanes are older, and within five years should be milled, overlayed, and drainage improved. This would extend the pavement life of the northbound lanes approximately ten more years. Traffic capacity is adequate in this segment for existing and projected volumes. County Road W66 north of 1-80 was widened to twelve foot lanes and resurfaced in 1985. This work was done in conjunction with replacement of the Butler Bridge over the Iowa R~ver. The ~oadway pavement should be adequate for at least ten years with regular maintenance. Existing capacity ~s adequate, w~th forecast traffic bnnging County Road W66 to slightly over capacity conditions The traffic analysis model cannot be used to predict future traffic levels w~th an absolute degree of accuracy. Oakdale Boulevard is being constructed as a two-lane arterial street. consistent with long range traffic projections in the 3000 to 6000 vehicle per day range. This volume of traffic is consismnt with other arterial streets on the fringe of the community Right- of-way w~11 be reserved for possible future expansion to a four-lane street. Some percentage of Oakdale Boulevard traffic will impac~ Dubuque Street and County Road W66 if Oakdale Boulevard is extended east of First Avenue. However, this will be a small percentage of overall traffic growth in the Dubuque Street/W66 corridor. For example, long range traffic projections for Dubuque Street between 1-80 and Park Road are for traffic volume to increase by approximately 11,000 vehicles per day. Diversion from Oakdale Boulevard could possibly add 1,000 to 2,000 vehicles per day, an increase of 14% over projected traffic volumes. This will not create a significant difference in future volume/capacity conditions in the Dubuque Street/W66 corridor. Public Input Consistent with the JCCOG transportation planning public input policy, the proposed amendment to the JCCOG Arterial Street Plan will be circulated for public comment. Area groups and organizations will have the opportunity to comment on the proposed extension of Oakdale Boulevard. This input will be made available to the JCCOG Urbanized Area Policy Board prior to their consideration of adding the proposed street extension to the JCCOG Arterial Street Plan. Level of Analysis The issue currently under consideration is a planning level analysis. If a decision is made to amend the JCCOG Artedal Street Plan accordingly, then a more detailed alignment study should be undertaken to identify a specific right-of-way for Oakdale Boulevard. This would appropriately be a joint undertaking of Coralville, Iowa City, and Johnson County. Attachment City of iowa City MEMORANDUM Date: February 21, 1996 To: Mayor and City Council From: City Clerk Re: Council Work Session, February 13, 1996 - 6:00 p.m. in the Council Chambers Mayor Novick presiding. Council present: Novick, Kubby, Lehman, Norton, Thornberry, Vanderhoef, Baker (6:35 p.m.). Staff present: Arkins, Helling, Woito, Karr, Franklin, Davidson, Fosse, Winstead, Robinson, Schoon. Tapes: Reel 96-25, All. Meeting transcriptions are available in City Clerk's Office upon request. REVIEW ZONING MATTERS: Reel 96-25, Side I PCD Director Franklin presented the following Planning and Zoning items for discussion: Setting a public hearinq for February 27 on an ordinance amending Title 14, Chapter 6, "Zoning," Article H, "Industrial Zones," to allow the outdoor stora¢le of recvclable materials in the I-1 zone as an accessorv use to a recvclin.q processin.q facilitv bv special exception. Setting a public hearing for February 27 on an ordinance amending Title 14, Chapter 6, "Zoninq," to allow temporary real estate sales centers in residential zones. Kubby requested feedback from neighborhood associations regarding the ordinance to allow temporary real estate sales centers in residential zones. Setting a public hearing for Februarv 27 on an ordinance amending the Conditional Zoning Agreement for the D&L Subdivision, located southeast of the intersection of Highwav 1 and Sunset Street, to eliminate the reguirement to provide access to property to the south. Public hearing on an ordinance amending Title 14, Chapter 6, entitled "Zoning," Article K, entitled "Environmental Regulations," Section 1, entitled "Sensitive Areas Ordinance," Subsection I, entitled "Steep Slopes," to allow consideration of development activities within areas containing previously altered slopes. City Attorney Woito provided information regarding judgment of altered slopes and incorporating the definition of altered slopes. Franklin requested that Council continue the public hearing to allow for language changes to the proposed ordinance amend- ment. Public hearinq on an ordinance amendine the Zonino Chapter by aPproving a Sensitive Areas Development Plan and channing the use reeulations from PRM, Planned Hieh Density Multi-Family Residential Zone, to PRM-OSA, Planned High DensiW Multi-family Residential - Sensitive Areas Overlay Zone for a 0.32 acre property located at 517 S. Linn Street (Kidwell/formerly 521 & 515 S. Linn). City Attorney Woito and Chris Stephan, MMS Consultants, provided design information. Ordinance amendinq the Zonin~ Chapter bv chan(lin(I the use reclulations of an approximate .3 acre propertv located at 1500 Sycamore Street from RS~5, Low Density Sinele-Familv Residential, to CO-1, Commercial Office. (4C's/Second consideration) Ordinance amendine the Zonin(~ Chapter bv chan.qinQ the use reoulations for a .5 acre 13roDertv located at 840 Cross Park Avenue from C0-1, Commercial Office, to CC-2, Communitv Commercial. (Sunblad/Second consideration) TAX ABATEMENT - CITIZEN BUILDING: (Agenda Item #12) Reel 96-25, Side 1 Economic Development Coordinator Schoon and City Attorney Woito provided information. FIRST AVENUE AND MUSCATINE RECONSTRUCTION DESIGN: Reel 96-25, Side 1 City Engineer Fosse, Engineer Winstead, City Forester Robinson, and Transportation Planner Davidson provided information. Vanderhoef requested that the First Avenue and Muscatine reconstruction design be reconsidered and scheduled for further Council discussion. Meeting adjourned at 7:30 p.m. NEIGHBORHOOD COUNCIL MEETING JANUARY 17, 1996 PRESENT: Jane Klitzka, Grant Wood Neighborhood Association Mary L~wis, Grant Wood Neighborhood Association Pain Ehrhardt, Longfellow Neighborhood Association Kathy Sans, Goosetown Neighborhood Association Sally Crowe, Penny By/no Neighborhood Association Eleanor Steele, Northside Neighborhood Association David Dawes, Pepperwood Neighborhood Association IL J. Winkelhake, ChiffofPolice Marcia Klingaraan, Neighborhood Services Coordinator Karla Twodt, Neighborhood Services Intern Dec Norton, City Councilor LOCATION: Iowa City Recreation Center, Meeting Room A Marcia Klingaman introduced the Chief of Police, R. J. Winkelhake to present information on the Neighborhood Policing Program. ChiefWinkdhake explained that Iowa City received a grant in 1994 which provided funds to be used for community policing. Six new officers were hired with the grant money. The chief explained the goals of neighborhood policing. Community policing allows the officers to work with a neighborhood, build wast with the residents, and stop crime before it occurs. The program gives officers more time to attend the neighborhood association meetings and learn the concerns and fears of the neighborhood. Because residents often emphasize different issues than police officers, community policing allows the officers to learn what issues are important to the people. Other advantages of neighborhood policing include lower perceptions of fear, an improved quality of life, and a better understanding of what police do. The emphasis of neighborhood policing is preventing problems rather than responding to problems. Toward this end, the officers can help teach crime prevention to the residents of the neighborhood. Officers are concerned that neighborhood policing will be sot~ on crime, since they probably will not make as many arrests. They are also wonder how they will know the program is working. Chief Winkelhake emphasized that the focus on crime prevention makes it more difficult to determine the r~ults of the program, but offers a more efficient use of true. In response to questions, Chief Winkdrake explained that there will be four districts of community policing. The program will begin on the southeast side oflowa City Officers are currently in tmimng, and will begin around mid-April. Five officers will cover each district so one of the five officers should be on duty the majority of the time. The other three beats will begin anytime between April, 1996 and January 1, 1997. Minutes from the November 15 meeting were discussed and approved. Marcia Klingaman stated that the City is working to develop a process to inform neighborhoods about zoning procedures and to provide education about what the different zones permit. Pam Ehrhardt from the Longfellow Neighborhood Association gave an update on the four Longfellow PIN grant projects. The trec planting commattec submitted a list of trees and potential planting sites to the city forester. Some sites were not possible because of limited planting area or utilities in the right of way, so the cornmittee is askiag privat~ homez~wncrs for permission to plant tr~s on their property. Planting will occur when weather permits. The committ~ anticipates using the allotted grant mon~ orS1000. The Ralston Cre~k stabili~aion project report followed. The area along Ralston Creak has b~n designated public open space. The commit~ has hired a consultant for the pr¢l'uninmy plan, and has m~t with Terry Treeblood and the electric company. They hope to have the plan approved by the neighborhood at the February 13 me~ing and proc~cl in the spring. Volunt~rs, Eagle Scouts, and stu&nts will provide the labor. They plan to use all $5000 allotted to the project. The toilet rofitting project committ~ has wri~n the guidelines, which will be inchded in the newsle~tter. They will choose five households for the proje~ and will use the allotted $500. The load testing project is compk~xt and all the funds havo been spent. The February meeting of the Longfellow Association will include a report from the consultant workin8 on the historical survey in the neighborhood. Pain expressed concern with a potential traffic incrinse resulting from the housing d~v¢lopm~nt on the sit~ of the ADS property. David Dawes of the Pepperwood Neighborhood Association stated that a current focus has been the new group home under construction on Birch Street. It is owned by Hillcrest Family Services and will house five residents. Due to the high concentration ofgreup homes in the area, the neighborhood is planning to address the City Council at some point. The Pepperwood Association had a meeting on January 9 and discussed the Birch House, as well as PIN grant ideas and an upcoming survey. The agenda for the January 9 meeting included a presentation by Bob Miklo and Melody Rockwell regarding the South Area Study. The neighborhood has some ceneerns regarding development, and hopes active dialogue will eliminate problems. Rick Fosse discussed the storm and sanitary sewer projects, which will both occur in the summer of 1997. Sandusky will be closed t~mporarily, causing some traffic problems. An informal meeting, held on January 16 discussed the specifies of the neighborhood survey and also decided to pass out the surveys door to door and pick them up in the same manner in an attempt to increase the rate of response. Kathy Jam represented the Goosetown Neighborhood Association. Althongh she had nothing to report, discussion ensued regarding concerns about the historical district, as well as unclear boundaries between the Northside Neighborhood Association and the Goosetown Neighborhood Association. Mary Lewis and Jane Klitzka from the Grant Wood Neighborhood Association reported on their PIN grant project. They have $5000 to plant trees and shrubs in Whispering Meadows Wetlands, and are purchasing the trees and shrubs from Iowa City Landscaping. Terry Robinson reviewed their selections, and recommended more shrubs be purchased, as shrubs shelter more wildlife. The Park and Recreation Deparanent offered staff and equipment to help with the planting, and the City will dig holes for the trees. The Iowa City Credit Union has been asked to sponsor tee shins for the first 50 volunteers who come. Planting will occur sometime in April or May. The next meeting of the Grant Wood Association will be February 1. A newsletter is going out next week, and will include a survey in an attempt to get more volunteers for the various endeavors of the association. Mary and Jane reported that traffic speed on Lakeside between Hollywood and Union has been a problem. Officer Reynolds has stopped many ears, and has made a drug bust in the process. Jane Klitzka reported that the East Loop bus route is doing well. The number ofhders has increased, and the drivers are flexible to changes in the student schedules. Eleanor Steele of the Northside Neighborhood Association stated that new members were elected to the board in December, so this has been a period of transition. The association will be meeting soon to discuss their action plan, including parking, traffic, and over-occupancy problems. They 2 have been involved with the reque~ to increase the allowable number of roomers in the RNC zones. The neighborhood feels this will negatively impact the zone that the neighborhood worked so hard to e~ablish. Eleanor stated that the tr~ planting for their PIN grant project will occur on or around Arbor Day. Sally Crowe from the Penny Bryas Neighborhood Association stat~ that the/have m-formed a committee to address the illegal parking problem. They have also drag~ a lelier concerning inaeeessibihty problems to Willow Creek Park. In addition, dog poop has been a problem in Willow Creek Park. There is some speculation that the problem arose because the City removed most of the trash cans, leaving only two at the shelter. Various solutions were suggested: Sally merrtionsd that in Switzerland, there are rolls of plastic bags on street signs so ~hat p~opl¢ can clean up a~r their pets. Another suggc~ion was that signs throughout the park might provide a reminder to peepl¢ to clean up the dog poop. Putting the trash cans back may also salvo the problem, however, there may be a problems with the City trucks being able to reach the trash cans. Marcia Klingamun agreed to talk to Terry Treebleed about the problem. Marcia Klingaman gave an update on the Scott Park Improvement Project. The Friendship Neighborhood Association is meeting with Terry Treeblood to discuss playground equipment for the park. The Neighborhood Council discuss~l about the possibility of increasing neighborhood involvement in the city budget. Dee Norton suggested that the neighborhood associations compile a list of budget concerns to submit to the City Council. Marcia stated that she will soon be hooked up to Interact on her computer and that information could then be sent via e-mail to the neighborhoods to reduce paper waste. Those wishing to receive packets in this way can give Marcia Klingaman their e-mail addresses. Dee Norton announced that the Planning and Zoning Commission is taking applications for new Commission members. Various other advisory boards to the City Council also have openings, including the Human Rights Conmssion and the Civil Service Commission. Marcia Klingaman reported that the City of Iowa City will be delaying the census until next ~all due to the fademl budget crisis. Pain Ehrhardt and the other members of the Neighborhood Council applauded the efforts and patience of Marcia. David Dawes expressed hope that PIN grant funding will continue in the future. Marcia mentioned that a sununary report will be presented to the City Council to show how valuable the PIN grants are to the neighborhoods. February 21, 1996 was decided upon as the date for the next Neighborhood Council meeting. PIN applications are due on March 1, 1996. 3 NEIGtlBORItOOD COUNCIL MEETING NOVEMBER 15, 1995 Marcia Mekies, Ty'n cae Neighborhood Association Jane Klitzka, Grantwood Neighborhood As~q. ation Mary Lewis, Grantwood Neighborhood Association Leslie Gay, Creekside Neighborhood Association Carl Klaus, Oo~setown Neighborhood Association Mary Beth Slonneger, Goosetown Neighborhood Association Wendy Brown, Goosetown Neighborhood Loma Wamock, Galway Hills Neighborhood Association David Dawes, Pepperwood Neighborhood Association Jack Widness, Melrose Avenue Neighborhood Association Marcia Klingaman, Neighborhood Services Coordinator Dee Norton, City Councilor-Elect LOCATION: Iowa City Public Library, Meeting Room C Marcia Klingaman introduced Dee Norton, who along with the other 2 newly elected City Council members was invited to attend a Neighborhood Coundl meeting. Marcia explained to Dee Norton that ~e standard schedule for the meeting included the representatives from the neighborhood association presenting updates about their recent activities. Marcia Mekies from the Ty'n Cae Neighborhood Association stated that the neighborhood has been heavily involved with the Mormon Trek Village rezoning, working with Parks and Recreation on development of KIWANIS Park, and pursuing the installation of the waffic signal at the new intersection of Cae, Rohret and Mormon Trek Blvd. Dee Norton added that the northwest comer of Rohret and Mormon Trek would be planted as a prairie. David Dawes of the Pepperwood Neighborhood Association stated they are a new organization and have had 2 meetings so far. One of their major focuses is the construction of a sixth family care facility in their neighborhood by Hillcrest Family Services. They have had the director of Hillcrest attend a meeting and respond to questions. The neighborhood is particularly ceneerned that they were not notified sooner about the facility. The neighborhood is also interested in growth to the west and south and the Whetbefoy Park expansion. They plan on being involved in the upcoming planning study for the south and west of their neighborhood. Leslie Gay of the Creekside Neighborhood Association explained that the neighborhood has been spending time on the plans by HyVee to construct a store at the corner of First Avenue and Muscatine. She stated that she felt comfortable with the store plans and the interest to integrate the structure into the neighborhood. The soil contamination that exists on the site might also best be remedied by covering it with a parking lot. She rated that the neighborhood will also be involved in ~ 1st Avenue Improvement Project due to slar~ this summer. She st.~t_ext that the neighborhood was also excited about the future development of a pedestrian trail along Ralston Creek. Lorna Warnock from Galway Hill~ Neighborhood Association stated that their group was small (about 20 homes) but very busy. A recent rezoning request by the developer of their subdivision to. increase the densi~ from RS-5 to RS-8 was met with considerable opposition by the neighborhood. The neighbors felt that they were going to be impacted by a substantial increase in traffic in their streets and had been misl~6 by the developer who promised that the entire development would remain RS-5 when they purchased their property. Lorna also explained that Melrose Avenue west of Mormon Trek was to be widened to 4 lanes and felt that should improve traffic flow. She stated that she felt the engineering firm (Shire Hattery) had listened to the neighborhood and their coneeros. Loma also detailed the discussions that were occurring regarding the potential connection of their neighborhood with the West High School drive. She stated that the neighborhood was very concerned about this as it may lead to increased traffic and danger in their neighborhood. There was considerable discussion amongst those in attendance about the lack of security some nelghberhoods feel in development activities around them. A developer requesting a change in zoning for property that neighben were assured would remain as it was originally zoned, development of group homes/family care facilities in their neighborhoods without forewarning the neighborhood, and additions to houses that would expand their original use were discussed. Marcia Klingaman explained that some uses were permitted in some zones and that standard review processos did not require public input such as a rezoning would require. Marcia stated that uses permitted within a zone as well as property improvements that met the building code were approved internally and she was not typically notified of these activities by the building inspection department. Requiring inspection staff to be aware of what might be of concern to a neighborhood was difficult. As neighborhood participation matures, Marcia stated that she expects to see an increase in advanced notification due to other department's prior experiences with neighborhoods. Mary Lewis and Jane Klitzka of the Grantwood Neighborhood Association explained that they have been focusing on the development of the Whispering Meadows Wetlands Park. They received PIN funding for planting trees within the park. They are working on installing a trail from Lakeside Drive, where parking is available, into the park area. They are still concerned that additional parking will be needed as the park becomes more popular. Lon Drake is working on an educational component for the park and they expect to see the park used by schools as a learning tool. The neighborhood is also pursuing the ongoing problem of traffic st:eed and volume on 2 Hollywood Boulevard and has asked for increased police monitoring. This has seemed to slow rhe traffic and somewhat reduced lhe volume. Jack Wiclaess of the Melrose Avenue Neighborhood Association stated tl,at discussions regarding the Melrose Avenue Improvement Project have resulted in the neighborhood, the consultant and city s~ agreeing on a a ~e op~on rather man 4 ~es and they were awaiting Smt~_ approval on the Environmental Assessment. Jack is hoping to see that the project will help enhance and stabili;,e lbe neighborhood by including wider sidewalks, Irees, lighting, etc. He also stated that less conflict may have occurred if the process had been start~ earlier with the neighborhood. He ~ that he would ~ to see a better reiatioaship established with the University of Iowa who should want to stabiliTe and improve the neighborhood; not downgrade it. Carl Klaus, Mary' Beth Slonneger and Wendy Brown of the Goosetown Neighborhood Association stated that the neighborhood had was just unveiling rrheir newest T-shirt and sweatshirt design. The newest shirt details St. Wenceslans Church and a Chrisunas theme. The money from the sale will go to impro~g the lighting at Reno Street Park and possibly the planting of some fruit trees in the neighborhood. The neighborhood was concerned about the boundaries of the newest Historic Preserv~on survey that included a portion of their neighborhood. The neighborhood has expressed this concem to the Historic Preservation Commission. The sale of the Black Angel shirts was very successful and will be funding the insmll~_ffon of a kiosk in Reno Street Park where notices can be posted for rhe neighborhood's information. Carl also brought along the Heritage Tree Walk brochures that were recently completed by the Goosetown, Northside, and Longfellow neighborhoods. Oakland Cemetery was also surveyed. The Neighborhoed Ceuncil then briefly discussed the reviewed PIN grant application package and made a few minor changes. Marcia stated that she would be making the revisions and sending them out to the neighborhood representatives before the end of the year so that they could get star~ on thor application process. The next Neighborhood Council meeting of January 17, 1996 was determined. 3 February 21, 1996 CITY OF I0 WA CI7 Don Swanson, Mayor City of University Heights 138 Koser Avenue Iowa City, IA 52246 Dear Mayor Swenson: Enclosed is your copy of the appraisal which has been completed on the Neuzil tract. The price per acre of approximateIv $43,000 reflects the development potential of this site. The Iowa City Parks and Recreation Commission has reviewed this appraisal rind is recommending that acquisition of this property at the price shown not be pursued. The City Council has not yet discussed this matter. I have also enclosed a copy of the invoice from East Iowa Commercial Real Estate Appraisers. Payment of this invoice has been authorized. Pursuant to your letter of October 5, 1995, we would appreciate reimbursement for $700, which is half the cost of the appraisal for the Neuzil property. Please contact me if you have any questions about the appraisal or would like to discuss this matter further. Sincerely, K~rin Franklin, Director Department of Planning & Community Development cc: Iowa City City Council [CnC. February 16, 1996 Greater Iowa City Housing Fellowship Charles Eastham, President of the Board of Directors P.O. Box 1402 Iowa City, IA 52244-1402 CITY OF lOWA CITY Robert Burns and Associates 319 E. Washington Street P,O. Box 1226 iowa City, IA 52244-1226 RE: Use of FY96 CDBG Funds Dear Charlie and Bob: As you are aware, $100,000 in FY96 CDBG funding was allocated to your partnership for land acquisition for an affordable rental housing project. The 1996 fiscal year is nearly two thirds over and we are concerned about the status of these funds, and the $100,000 in FY96 HOME funds that remain uncommitted. One of the guidelines for the CDBG program is the timely expenditure of funds, withir. a One year period of t~me from the beginning of the fiscal year (July 1, 1995). We realize that you have been actively seeking opportunities for the use of these FY96 funds. The CDBG program regulations, however, do not allow the City unlimited flexibility to carry over funding indefiniteIv. According to these regulations the City can only carry 1,5 times its grant amount (or about 81,500,000 in our case) in the Letter of Credit extended to the City by HUD. Our FY97 CDBG allocation from HUD will be approximately 8960,000. The FY97 funds in addition to our existing allocations for FY96 projects {with unspent funds) will place us over the $1,500,000 level. In response to this anticipated problem we are asking subrecipients, who have yet to commit FY96 funding, to provide the City with a proposal and timetable for the commitment and expenditure of funds. We are therefore asking you to provide us with a plan for the use of the 8100,000 in FY96 CDBG funds by April 1. If there are no plans/projects realistically in the works at that time, we would, suggest that these funds be released and returned to the CDBG program and re-allocated to FY97 projects. Due to the political climate in Washington and the budget debate, it is especially important to get these funds committed and spent as quickly as possible. If we can be of assistance please let us know, you can call me at 356-5244 or Steven Nasby at 356-5248. Sincerely, Marianne Milkman Community Development Coordinator Stephen Arkins, City Manager Start Quy, U.S. Department of Housing and Urban Development mgr~cdbg2.! .~ .% pmiec~ prairies. This myxh is especially destructive because it in- terfer~ inmllccmdly with ou~ abilitT to s~ one of the simplest, most urm¢ccssary, and most easily corrected reasous for much stagnation and failure. Super-block projects are ap~ m have all the disabilities of long b10ck~ fr~ucntly in exaggerated form, and this is truc even when they o. re laced with promcna&s and malls, and thus, in thcory~ possess streets ar reasonable intmmls through which p~oplc can make their way. Thec~ streets are m~aningless beeause there is seldom any active reason for a good eross-seetlon of l:~plc to use them. Even in passive tcrm~ simply as various alternative changes of scene in getting from hcrc to yonder, these paths~_.are meaningless bec~us~ all their scenes are essentially the same. The situation is the opposite from that the Newo Yorker reporter no- riced in the blocks between Fifth and Sixth avenues. There poo- plc try to hunt out stree-cs which they need but which are missing. In proieem, people arc apt to avoid mall, and cross-malls which are there, but are pointless. I bring up this problcm not merely to bexatc the anomalies of project planning again, but to indicate that frequent streets and short blocks arc valuable because of thc fabric of intricate cross- use that they permit among the users of a city neighborhood. Frequent streets arc not an cnd in themselves. They are a means toward an end. If that cnd--gcncraring diversity and eatalyzing the plans of many people besides planners---is thwarted by too repressive zoning, or by regimented construction that precludes the flexible growth of diversity, nothing significant can b~ accom- plished by short blocks. Likc mixtures of prim.my use, frequent streets ar~ effective in helping to generate divetory only because o[ the ,way they perform. The means by which they work (at- trueting mixtures of users along them) and the results they' can help accomplish (the growtab of diversity) are inextricably m- Intcal. The rclafiomhip is reciprocal The need for aged buildings mwarr~m¢ 3: The district mgrt mingle buildings that ~ary in age and condltia~;~ ~ncluding a good propo~io~ of old ones. Gitlea need old buildings so badly it is probably impo~ble for vigorous streets and districts to grow without them. By old build- ings I mean not museum-piece old buildings, nor old buildings in an excellent and expensive state of rehabilltation--although these make fine ingredlen~ but also a good lot of plain, ordinary, low-value old buildings, including some rundown old buildings. If a city area has only ne~ buildings, the enterprises that ear · xist there are automatically limited to those that can suppo~ the high costs of new oonstructiom Thes~ high costs of occupy- ing new buildings may be levied in the form o£ rent, or they may be levied in the form of an owner's interest and amortization payments on the e~piraI cos of the corotruction. However tim costs are paid off, they have to be paid off. And £or this reason, enterprises th.~t support the cost of new construction must be capable of paying a relatively high overhead--high in comparison to th-~t necessarily rcqulrcd by old buildings. To support such high overheads. the enterprises must be ckhcr (a) high profit or (b) well subsidized. If you look about, you will see that only operations that are well established, high-turnover, standardized or heavily subsidized can afford, commonly, to carry the costs of new consu'ucdon. Chain stores, chain restaurants and banks go into new construc- tlon. But neighborhood bars, foreign restaurants and pawn shops go into older buildings. Supermarkets and shoe stores often go into new buildings; good bookstores and antique dealers seldom do. Well-subsidized opera and art museums often go into new buildings. But the unformalized feeders of the arts--studios, gal- leries, stores £or musical insu'uments and art supplies, backrooms where the low earning power of s seat and a ~able can absorb uneconomic discusslons~-thcse go into old buildings. Perh.~ps more significant, hundreds of ordinary enterprises, necessary to the safety and public life of streets and neighborhoods, and preciared ~or their convenience and personal quality, can make out successfully/n old buildings, but are inexorably slain by the high overhead of new construction. As for really new ideas of any kind--no matter how ultimately profitable or otherwise successful some of them might prove to be--there is no leeway for such charity trial, error and experi- mentation in the high-overhead economy of new constructiota Old ideas can sometimes us~ new buildings. l~cw ideas must use old buildings. Even the enterprises that can support new construction in cides need old construction in their immediate vicinity. Otherwise they are part of a total attraction and total environment that is nomically too limited--and therefore'functionally too limited to be lively, interesting and convenient. Flourishing diversity any- where in a city means the mingling of high-yield, middling-yield~ low-yield and no-yield enterprises. The only harm of aged buildings to a city district or street is the harm that eventually comes of wot~g b~ old age--the harm Tha ncc~ for a~c8 build/n~ [ ~89 that lies in everything being old and everything becoming worn out. But a city ~ea in such a situation is not a failure because of being all old. It is the other way around. The area is all old be- cause it is a failure. For some other reason or combination of rea- sons, .all its enterprises or people are unable to support new con- struenon. It has, perhaps, failed to hang on to its own people or enterprises that do become sucoessful enough to support new building or rehabilitation; they leave when they become this suc- cessful. It has also failed to attract newcomers with choice~ they ~ee no opportunities or attractions here. And in some cases, such an are~ may be so infertile economically that enterpris~ wMch might grow into successes in other phc~ and imild or rebuild their shelter, never make enough money in this phce to do so.~ A successful city d/strict become~ a kind of ever-normal gran- ary so far as construction is concerned. Some of the old buildings~ year by year, are replaced by new once--or rehabilitated to a de- gree equivalent to replacement. Over the yea~ there is, therefore, consrandy a mixture of buildings of many ages and types. This is, of course, a dyv~fic process, with what was once new in the nfixt ure eventually becoming what is old in the mixture. We are dealing here again, as we were in the case of mixed primary uses, with the economic effects of time. But in this case we are dealing with the economics o£ time not hour by hour through the day, bur with the economics of time by decades and generations. T'm~e makes the Mgh building costs of one generation the bar- gains of a following generation. T/me pays off original capital costs. and this depreciation can be reflected in the yields required from a building. Tnne makes certain structures obsolete for some enterprises, and they become aw!l,ble to others. T~ne can make · Th~s~ are ~11 r~sons having to do ~th inherenr~ built-ln hmdical~ There ~s another reason, however. why' some city districts ~ge um-em~- fingly. and ~ other reason has nothing to do~ necessarily, ~ith inhea'e~t fl~ws. Tha d/sr. ric~ may have been bl~cldisted./~ ~ concert~ way, by mort- g~ge Icadera, t~m way Boatoh's North End has bc~m. Th/s m~ans of doom- ing a ndghborhood to inc.xor~bla w~ing out ~ both common ~nd d~- ~rucriw. But for ~e moment we are dc'aling with the conditions ~hat ~.ff~'~ a ci~ ~'s inhar~ ~conomlc ~ ro g,~*,'~ diversL,'y o,a ~mying t~OW~ · e space e~dendes of one gen.e~fion ~e ~p~ce I~ of ? o~er ~nemdon. One ce.~'s b~g co~onp~ ~ ~nomer cents ~f~ aber~don. ~c ccono~c u~ for old bu~dM~ ~cd ~th new nor ~ oddiV connc~ed ~ the prcSpito~ ~ ~ b~ng c~ ~ce ~e w~, ~d ~y ~oughout ~e ~95o'a To be the ~nce ~eon ~e ~eld mo~ ~ b~g m~ bring anti the yield ~at p~-Depr~ion b~din~ m~ b~g ~F~ly ~h~. In commemhl ~ach ~e ~n~ be~een ~- ~ing corn per square foot ~n be ~ much ~ t~ or x~ ~r~n~ even ~ough ~e older bu~din~ my be bener bugt ~ ~e new~ and ~en though the maintenan~ corn of ~ building, ~ciuding old one, have ~n. Old bu~din~ we~ ~ nec,~ ~gredient of ~ty dive~w back in ~e ~9~o'~ and the t89o s. Old buildin~ w~! ~ be a nec~iw when today'~ new bug~n~ ~e the oa~. ~ ~ bee~ s~ ~, and w~ be; true no ma~er how ~afie or how ~dy ~mmcdon corn them~lv~ ~e, be~me a depre~t~ bu~d~g requk~ I~ inco~ than one w~ich h~ ~ot yet paid off i~ ~pital corn. Steadily r~mg ?n~on sinply accentuate t~e ne~ for ~ld budding. p~ly mey a~ ~ke nece~ z h~gher W~omo~.of old ~uildin~ ~ thy to~ s~eet or d~ai~ inkrare, be~u~ ming budding ~ ~m ~ gene~ ~hold of ~ mce~ r~ed to ~ppon ~e co~ of new A few year~ ago, I gave · talk at a elty d~gn conference about the social need for commercial diversity in cities. Soon my words began coming back at me from de~igue.rs, planners and s'm-dents i~the forr~o£ a slogan (which I cemunly did not m- vent): '~gqe must leave room for the corner grocery store!" At first I thought this must be a figure of speec.h, the part ~tanding for the whole. But soon t began to receive m the mail plans and drawings for projects and renewal areas i.n which, liter- ally, room had been left here and there at great intervals for a corner grocery store. These schemes were accompanied by let- ters that said, "See~ we have taken to heart what you said." This corner-grocery gimmick i~ a thin, patronizing conception The need for aged bullclimBs [ ~9~ of city divea~ty0 po~bly snited to a village of the last century, but hardly to a vkal city district of today. Lone little groceri~ in fact, do badly in clde~ as a rule. They are typically a mark of vagnant and undiverse gray area. Neverthel _~_. the designers of there sweetly meant inanities were not simply being perverse. They were doing, probably, the b~t they could under the economic conditions set for them. A mburban-t'~ shopping center at some place in the project, and this wan spotting of corner grocefi~ were the most that could be hoped for. For these were schemes eontempiadng either great blankets of new construction, or new comu-uetion combined with extensive, prearranged rehabilitation. Any vigorous range of diversity was precluded in advance by the consistently high over- head. (The pfi:~l)ecm are made still poorer by insufficient primary mixture~ ot: uses and therefore insufficient spread of customers through the clay.) Even the lone groceries, ff they were ever built,~ could hardly be the cozy enterprises envisioned by their designers. To carry their high overhead, they must either be (a) subfidized--by whom and why?--or (b) converted into routin'd, high-turn- over roill~, Large swatches of comedon built at one time are [nherendy inefficient for ~heltering wide ranges of cultural, population, and bz~ness divem'ty. They are even inefficient for sheltering much range of mere commercial diversity. This can be seen at a place like $tuyvesant Town Ln New York. In ~9~9, more than a decade after operation beg~ of.the $a store fronts that comprise $my- ve~ant Town', eommerclal space, ,even were either empty or were being u~l uneeonomieally (for storage, window adverfis- ing oily, and the like). This represented disuse or underuse of a~ percent of the fronts. At the ~ame time, across the bordering ~treets, where buildings of every age and condition are mingled, were ~4o more fronts, of which ~ x were i:mlx'y or used uneco- nomically, repre~entlng a disuse or underuse of only 7 percent. Actually, the disparity is greater than d~ would appear, because *'Fhey m mually dropped from the plsn.~ or tndefinltely postponed, at the time when the economic realities of rents must be fsced. the empty fronts in the old s~¢ts wcrc mostly small, and in linear feet represented less than 7 perccnt~ a condldon which was not true of the project stores. The good business side of the street is the age-mingled side, even though a §rear share of its customers are Smyvesant 'Town pc, pie, end even though they must cross wide and dangerous traffic arteries to reach it. This rcality is acknowledged by the chain stores and supermarkets too, which have been building new quarters in the age-mingled setting in. atead of filling those empty fronts in the project. One-age consuucdon in city areas is sometimes protected now- adays from the threat of more efficient and responsive commer- cial competition. This protection--which is nothing more or less than commercial monopoly--es considered very progressive nlan ' ~ circles. The Sodcry Hill renewal plan for Philadelphia ~__n~ __ . , . ~ ' '; ' . revent corn cddon to ~ts developer s shopping will, by zomng. p p centers throughout e whole city district. The city's planners have also worked out a "food plan" for the area, which means offering a morlopolisdc restaurant concession to a single restaurant chain for the whole district. Nobody cise's food allowed! The Hyde Park-Kenwood renewal district of Chicago reserves a monopoly on almost all commerce for a suburban-type shopping center to be the property of that plan.? principal developer. In the hu. ge Southwest redevelopment district of Washington, the major he .us~.ng developer seems to be.g.oing so far as to eliminate com- pendon with himself. The original plans for this scheme con- m~.plated a cen~al, suburban-type shopping center plus a sinate termg of convemence stores--our old friend, the lonely cotocr grocery giromich. A shopping center economist predicted that thee~ convenience stores might lead to diminished business for the m~5~; suburban-type center which, itself, will have to support high overhead. To protect it, the convenience stores were dropped from the scheme. It is thus that toudnizcd monopolistic pack.ages of substitute city are palmad off as "planned shopping? Monop?ly p!anning can make financial successes of such in- hcmndy mcfllc~ent and stagnant one-age operations. But ~ not thereby create, in some magical fashion, an equivalent to caty divers/v/. Nor can it substitute for the titherent efficiency, in The aced lor aged buildings [ tg~ Age of buildings, in relation to usefulness or desirability, is an extremely relative thing. Nothing in a vital city district gems to be too old to be chosen for use by those who have choice--or to have its place taken, finally, by something new. And this useful- hess of the old is not simply a matter of architectural distinction or charm. In the Back--of~the-Yarda~ Chicago, no weather-beaten, undisdnguished~ ron4own, presumably obsolete frame house gems to be too far gone to lure out savings and to instigate bor- towing~becanse thi~ is a neighborhood that people are not leav- ing as they achieve enough success for choice. In Greenwich Vil- lage, almost no old building is scorned by middle-class famili~ hunting a bargain in a lively district, or by ¥chabilitators seeking a golden egg. In successful districts, old buildings "filter up." At the other extreme, in Miami Beach, where novelty is the sovereign remedy, hotels ten years old are considered aged and are passed up because others are newer. Newness, and its superficial gloss of well-being, is a very perishable commodity. Many city occupants and enterprises have no need for new construction. The floor of the building in which this book is be~ ing written is occupied also by a health club with a gym, a firm of ecclesiastical dacerat,rs, an insurgent Democratic party re- form club, a Liberal pa_,x-y political club, a music society, an cordionists' assochtion, a retired imponex who sells mat~ by mail, a man who sells paper and who also takes cam of shipping the mat& a dental laboratory, a studio for watercolor lesson% and a maker of costume jewelry. Among the tenants who were here and gone shortly before ! came in, were a man who rented out tuxedos, a union local and a Haitian dance troupe. There is no place for the Iikes o.f us in new construction. And the last thing we need is new eonsrxuedon.e What we n~ed, and a lot of others need, is old construction in a lively district: which some among us can help make liveilex. Nor is new reddendal building in cities an unadulterated good. Many disadvantages accompany new residential city building; and 0No, the ~z~ dfing we need ~ sore,, I~ter.__o~!~ welgl~g whether wc sufficiently noncontroversial to ~ admitted m mbeldizcd qum'~.~ in Utopian drcan) dry. the value placed on various advantages, or the penalties accruing from certain disadvantages, are given different weights by differ- ent people. Some people, for instance, prefer more space for the money (or equal space for less money) to a new dinette de- signed for midgets. Some people like walls they don't hear through. This is an advantage they can get with many old build- !ngs but not with new apatu.ents, whether they are public hous- ing at $x4 a room per month or luxury housing at $95 a room per month? Some people would rather pay for improvements in their living conditions partly in labor and ingenuity, and by se- lecting which improvements are most important to them, instead of being indiscriminately improved, and all at a cost of money. In spontaneously unslumming slums, where people are staying by choice, it is easy to observe how many ordinary citizens have heard of color, lighting and furnishing devices for convening deep or dismal spaces into pleasant and useful rooms, have heard o£ bedroom air-conditioning and of aleetrie window fans, have learned about taking out non-bearing partitions, and have even learned about throwing two too small flats into one. Minglings of old buildings, with consequent minglings in living costs and tastes, are essential to get diversity and stability in residential populations, as well as diversity in enterprises. Among the most admirable and enjoyable sights to be found along the sidewalks of big cities are the ingenious adaptations of old quarters to new uses. The town-house parlor that becomes a craftsman's showroom, the stable that becomes a house, the base- ment that becomes an immigrants' club, the garage or brewery that becomes a theater, the beauty parlor that becomes the ground floor of a duplex, the warehouse that becomes a factory for Chinese food, the dancing school that becomes a pamphlet printer's, the cobbler's that becomes a church with lovingly painted windows--the stained glass of the poor--the butcher shop that becomes a restaurant: these are the kinds of minor changes ~' "Dear, are you sure the stove is one of the 5~ ~citlng reasons we'rz Eying in Washington Square Village?" asks the wife in a cartoon issued by pro- testing tenants in an expeizsive New York reclevelopmeat project. "You'll have to speak up, honey," replie~ the husband. "Our neighbor jt;~ finsheel 1~ toile~" fo~wer oeeurrlng where dty distrim havo vitality and are re- sponsive to human needs. Consider the history of the no-yield space that has recently been rehabilitated by the Arts in Louisville Assoeiation as a the- ater, music room, art gallery, library, bar and restaurant. It started life as a fashionable athletic dub, ou~ved that and be- came a school, then the stable of a dairy company, then a riding school, then a finishing and dancing school, another athletic club, an artist's studio, a school again, a blacksmith's, a factory, a ware- house, and it is now a flourishing center of the arts. Who could anticipate or provide for such a succession of hopes and schemes? Only an unimaginative man would think he could; only an ar- rogant man would want to. These eternal changes and permutations among old city build- lugs can be called makeshifts only in the most pedantic sense. It is rather that a form of raw material has been found ha the right place. It has been put to a use that might otherwise be unborm What is makeshift and woebegone is to see city diversity out- lawed. Outside the vast, middle-income Bronx project of Park- chester, where the standardized, routinized commerce (with its share of empty fronts) is protected from unauthorized competi- tion or augmentation within the project, we can see such an out- east huddle, supported by Parkchester people. Beyond a corner of the project; hideously clumped on a stretch of pocked asphalt left over from a gas station, are a few of the other things the proieet people apparently need: quick loans, musical instruments, earnera exchange, Chinese restaurant, odd-lot clothing. Hoe many other needs remain unf,.lled? What is wanted becomes aca- dearie when mingled building age is replaced by the economic rigor mortis of one-age construction, with its inherent inefficiency and consequent need for forms of "protectionism." Cities need a mingling of old buildings to cokivate primary- diveasity mixtures, as well as secondary diversity. In pardcnl_ur, they need old buildings to incubate new primary diversity. If the incubation is successful enough, the yield of the buildings can, and often does, rise. Grady Clay reports that this is already observable, for instance, in the Louisville sample-shoe market. "Rents were very low when the market began to attract shop- pers," he says. "For a shop about twenty feet by forty feet, they were $25 to $5o a month. They have already gone up to about $?$." Many a city's enterprises which become important eco- nomic assets start small and poor, and become able, eventually, to afford carrying costs of rehabilitation or new construction. But this process could not occur without that low-yidd space in the right place, in which to start. Areas where better mLxtures of primary diversity must be cul- tivated will have to depend heavily on old buildings, especially at the beginning of deliberate attempts to catalyze dive~ity. If Brooklyn, New York, as an example, is ever to cultivate the quantity of diversity and degree of attraction and liveliness it needs, ir must take maximum economic advantage of combina- tions of residence and work. Without these primary combinations, in effective and concentrated proportions, it is hard to see how Brooklyn can begin to catalyze its potential for secondary di- versity. Brooklyn cannot well compete with suburbs for capturing big and well-establlshed manufacturers seeking a location. At least it cannot at present, certainly not by trying to beat our the suburbs at their game, on theix terms. Brooklyn has quite different assets. If Brooklyn is to make the most of work-residence primary' mix- tures, it must depend mainly on incubating work enterprises, and then holding on to them as long as it can. While it has them, it must combine them with sufficiently high concentrations of resi- dential population, and with short blocks, to make the most of their presence. The more it makes of their presence, the more firmly it is apt to hold work uses. But to incubate those work uses, Brooklyn needs old buildings, needs them for exactly the task they fulfill there. For Brooklyn is quite an incubator. Each year, more manufacturing enterprises leave Brooklyn for other locations than move into Brooklyn from elsewhere. Yet the number of factories in Brooklyn has been constantly growing. A thesis prepared by three students at Brooklyn's Pratt Institutee explains this paradox wdh o Stuaxt Cohe. r~ St:a.zficy Kogan ahd Fr'~k IV~rcdlino. The aced for aged buildings I. chris!The secret is that Broold .yn is an incubator of industry-. Small .nesses a.re constantly being started there. A couple of ma- rests, perhaps, will get tired of working for someone else and ~ out for them. selves.,? the back. of a garage. They'll prosper ann grow; soon. they wm get too b,g..fo..r the garage and move to a rented loft; still later they buy a buildmg..When they outgrow that, and have to build for themselves, them ~s a~ood eftanee they will re. ore out to Queens, or Nassau or New J~rsey. But in the meantune, twenty or fifty or a hundred more like them will have started up. Why do they move when they build for themselves? For one thing, Brooklyn offers too fe~ attractions aside.from those a new industry finds m-e necessid~ old buildings and nearness to the wide range of other skills and suppUes a small cnrerprisc must have. For another, lk'-de or no effort has been marlo to plan for working needs--e.g., great sums of money are spent on highways choked with private automobiles rushing into the city and out of it; no comparable thought or money is spent on trucking express- ways for manufacturers who use the city's old buildings, its docks and its railways. e : Brooklyn, like most of our city areas in decline, has more old buildings than it needs. To put it another way, many of its neighborhoods have for a long time lacked gradual increments of ne~t buildings. Yet if Brooklyn is ever to build upon its inherent assets and advantages--which is the only- way successful city * Cos~ of land, eotxvantionally assumed to be a slgnifieant deterrent today .to b.uilding in the city for expanding businesses, has been steadily diminish- mg m ratio to comtru¢fior~ costs, and to aImost all other costs. When Time, Inc., deelded to build on an expensive plot of ground near the cert. ter of Manhattan, for example, iratend of on much cheaper ground near the edge, it b~sed its decL4on on a host of reruns, among which was the fact that tard fares alone for employees' business trips from the incon- veuient ~ite would come to more, per year, than the difference in land carrying e..o~..! Stephen G. Thompson of/lrebiteemral Fotura has made the (unpublished) observation that redevelopment subsidies frequendy bring the cost of city land lower than the cost of earpet for the buildings. To justify land costs higher than ear~t eos~ a city has to be a a/ty~ not a machine or a desert. building can be done---many of those old buildings, well distrib- uted, will be essential to the process. Improvement must come by supplying the conditions for generating diversity that are mi~ing, not by wiping out old buildings in great swathe~. We can see around us, from the days preceding proieet build- Lug, many examples of decaying city neighborhoods built up all at once. Frequently such neighborhoods have begun life as fash- ionable areas; sometimes they have had instead a solid middle-class start. Every city has such physically homogeneous neighborhoods. Usually just such neighborhoods have been handicapped in ev- ery way, so far as generating diversity is concerned, We cannot blame their poor staying power and stagnation entirely on their most obvious misfortune: being built all at once. Nevertheless, this is one of the handicaps of such neighborhoods, and unfortu- nately its effects can persist long after the buildings have become aged. When such an area is new, it offers no economic possibilities to city diversity. The practical penalties of dullness, from this and other causes, stamp the neighborhood early. It becomes a place to leave. By the time the buildings have indeed aged, their only useful city attribute is low value, which by itself is not enough. Neighborhoods built up all at once change little physically over the years as a rule: The little physical change that does occur is for the worse--gradual dilapidation, a few random, shabby new uses here and there. People look at these few, random dif- ferences and regard them as evidence, and perhaH as cause, of ckastic change. Fight blight! They regret that the neighborhood has changed. Yet the fact is, physically it has changed remarkably little. People's feelings about it, rather, have changed. The neigh- borhood shows a strange inability to update itself, enliven itself, repair itseft, or to be sought after, out of choice, by a new gen- eration. It is dead. Actually it was dead from birth, but nobody noticed this much until the corpse began to smell. Finally comes the decision, after exhortations to fix up and fight blight have failed, that the whole thing must be wiped out and a new cycle started. Perhaps some of the old buildings will The need for aged be left if they can be "renewed" into the economic equivalent of new buildings. A new coq:~se is !aid ou~. It does not smell ye~, but it is j~st as dead, just as incapable of the constant adjustmen~ adaptations and permutations that make up the proce~es of There is no reason why this d~m~l, foredoomed cycle need be repeated. If ~uch an area is examined to see which of the other three conditions for generating diversity are mi.~g, and then those missing conditions are corrected as well as they can be, some of the old buildings must go: extra street:; must be added~ the concentration of people must be heightened, room for new primary uses must b~ found, public and private. But a good min- gling of the old buildings must remain, and in remai..ning they will have become something more than mere decay f~om the past or ¢vldenee of previous failure. They will have become the shelter which is necessary, and valuable to the distzict, for many varieties of middling-, low- and no-yield diversity. The economic value new buildings is replaceable in cities. It is replaceable by the spend- ing of more construction money. But the economic value of old buildings is irreplaceable at will. It is created by time. This eco- nomic requisite for diversity is a requisite that vital city neighbor- hoods can only inherit, and then sustain over the y~a Watch for merging traffic Economic differences couid prevent the merging of the area's three transit systems tu,~llv. after all the angles are examined, the but ridership hasn't. Has the time finally come for Iowa City Transit, Coraville Transit and Cambus to merge into one? It seems logical on the surface. Take three 50 buses and 31 routes in an eight -by- five planned with more efficiency, administrative offires could be combined. resources pooled and overhead shared The main problem? Economics and autono- my, Each system operates independently and two of them, Coralville and Cambus seem to want to keep it that w3y, at lea~t for now, Iowa City Transit has the most financial in- ty of a $250,000 loss In federal money In theft years has leg them scrambling for options to cover the loss without significantly cutting st-r- While Cambus and Coralelite also face the loss of federal money, they aren't feeling the pressure as significantly as Iowa City ts yet, Cambus is scheduled to lose bet'ween three and five percent of Its $1.3 million operating bud- get. Cambus staff members have Indicated they can cooe with the loss without maklne severe reductions in their services. Coralville Transit stands to lose approxi- mately $.50,000 in federal assistance out of a to- tal budget that roes around $750,000. '['hough the Coralville City Council has told Johnson County Council of live dlre-,.'t or Jeff Davidson that it Isn't at this time, Coralville councilor Diana Lun. dell said maybe the loss of federal money and the rising cost of S1F~TS could swing it arnund In the future. But perhaps Cor- alville has a point. Af- ter all, you're dealing with two different dries whose services essentially don't overlap that much. V~thy should Coralvllle's streamlined sys- tem which hits only the high population areas of ridership want to lump aboard with the whtch blankets the dry with coverage whether ridership is hlgh or low? Cambus has its own distinct brand ol set- "If there were ways to save some real significant money we would be actively be pursuing them." vice as well. It prtwldes a large numl~cr of rides for fairly short distances, shuttling penpie around campus rather than provide kroger wsi. demlal service. Since Cambus is alsn a state agency, it doesn't have any taxing ability to col. lect revenue. ~lt's like having a ted for two different kinds of companies," said Roger Flqher, Coraville Transit dirc~'. tot, "There art' two dl[. ferent styles, two dif- ferent sets of needs being addressed It would be easy for el- or maybe both to be less well In terms of all its part icular needs tf It were done that way." It could be that Coralville folks see their bus systems as, well, theirs. Given that they have the highest tax subsidized transit system in the state of Iowa, with about 60 percent of their transit budget coming from their general fund, they might not want to see their tax dollars rolltrig buses around Iowa City. But then, their neighbors In Iowa City have Iowa ( :lly Transit haq a tranqt levy and a trans. let from it,; parking fnll¢l lb,it (2*ralvllk' ch~n't i~ct, nt of Iowa City'~ transit laidget. Since' ghoul Sill an honr JnWCl lb,ill Coralville, (:(}ralville Coilhi %t;tlnl Io I~'lWiil front Mld~ a I )c%pitc thor[ I~hihs%ophi[ ,d ;Itld eLonUUlJL;I[ different t~, it ~x'[n~ Iowa ( :fly ,red ( 'oralville at the lwncfil% Ihat ~ ilv cm ploy~x'~ get. wott[d impact Ihe way tl doe% huMiw%~ ( 'ilv 'I r, msil ,red ( 'or.dville I r,ln~il. oll II1(, %aJ;Irie% hinge Irlm~ $22. Ilk Io $2R.7/,h ISel es, take turns in certain area~ ~11[I have a mtllU. al dowmown interchange Imint? Is there any "There are some cfficlendes that cuuld achieve. I think it woukt work t~.tw~n Iowa City and Coralville, hut the Unlve~lty It would not wo[k/' Ron Logsden, Iowa City Transit Manger ~ld. ~g~len. who work~ ~th Cam- bus for seven years. ~!d CamPs' o~ratlng cost would more than double ~au~ of the low driver ~ge th~ now pay. ~me management, ~ibly ~me duplication of ~c~. ~e bt~t draw~ck ~ wan~ the f~s of their s~tem to ~ t~l~ and the cost sha~ng and emphasis on would have to ~ wor~ ~t,' L(~ 'On the subace It ~ I~l~l, like there's a lot of money to ~tentlally ~ ~ved,~ Brian M~;latch~, O~rational Manager for ~m~s ~M." But when y~ g~ into it you ~alt~ that Isn't the ~. ff the~ we~ ways to ~ve some real signffi~nt mon~ we would ~ a~lveiy pu~ulng them. I don't think you have any- ~y out th~ empire hullding."e vat,ca ~OU~RV MICROFILMED BY ~NFORMAT~ON TECHNOLOGIES Watch for merging traffic Economic differences could prevent tile mcrgi ng of the area's t h tee transit systems qmhcq. nov penpie a~k old qm.'~tinns and even. for Iowa City Transit, Coraville Transit and It ~ms logical on the surface, Take th~ ~parate transit systems that o~rate a total of SO bu~ and 31 rout~ in an eight -by- five ~oare mile area and me~ them Into one met- IopolRan transit ~lce. Rout~ could ~ planned with mum efficient. administrative offices could ~ combin~, resources pool~ my. ~ch s~tem o~rates lnd~ndently and two of them, ~ralvtlle and ~mbus ~m to want to k~ It that way, at Ie~t for now. iowa ClW Transit has the most financial in- c~tlve to ~ ~th tk~ othem. ~e ~lblll. ~ of a S250,~ loss In f~e~l money In their 3.2 million annual budget over the next th~ yea~ h~ le~ them ~ambltng for optlo~ to ~r the 1~ ~out slgnifi~n~y ~tttng se~- While ~mbus and Coralville also [a~ the loss of f~e~} mon~, they a~n't f~llng the pressure as significantly as Iowa City is yet. Cambus Is scheduled to lose bet'we~n three and five percent of its $1,3 million operating bud- get, Cambus staff members have Indicated they can cope with the loss without making severe n.'duct Ions in their servlce~. Coralville Transit stands to Io~e approxi- mately $50,000 In federal a~tstance out of a to- tal budget that runs around $750,000. Though the Coralville City Council has told Johnson County Council of Governments' execu. five director Jeff Davidson that it tsn't interested in a merger at this time, Coralville COUnCilor Dlana Lun. dell Said maybe the loss of federal money and the rising cost of SEATS could swing it around In the future But perhaps Col alvllle has a point. Af- ter all, you're dealing with two different rifles whose servlces essentially don't overlap that much. Why should Coralville's streamlined sys- tem which hits only the high population areas of ridership want to lump aboard with the more expensive service of iowa City Transit, which blankets the city wtth coverage whether ridership is high or low? Cambus has Its own distinct brand of set- "If there were ways to save some real significant money we would be actively be pursuing them." vice as well. It priorities a large numl)er of rides for fairly short distances, shuttling pexqde around earnpus rather than provide longer rest. dentlal service. Since Cambus ts also a state agency, it doesn't have any taxing ability tn col- let't revenue. "It's like having a CEO for two different kinds of companies," said Roger Fisher. Coraville Transit tor. "There an.' two dif- ferent styles, two dif- ferent sets of net, ds being addressed. It would be easy fo~ et- tiler one or the ulher or maybe both to be le~ well In terms of all its particular needs if it were done that way." It could be that Coralville Iolks see their bus systems as, well, theirs, Given that they have the highest tax subsidized transit system in the state of iowa, with about 60 percent of their transit budget coming from their general fund, they might not want to see their tax dollars rolling buses around iowa City. But then, their neighbors in Iowa City have Iowa { :ily 'lYansit has a transit levy and a trans. ter Irom it'; parktrig ruud Ihat ( k~ralville h.rve, which when comhtnc~ f(R*tq a~ut 45 Iw~'ent of Iowa City% transit I)ndget. Since' al~o a bl~er ol~-rathm, It eau spread its abnnt $]{lan hotlr h)wcl lb,u1 Coralville, anti different ~s, II stx'm~ h ~w,i ( '.ily and ( :or.dville al w,~gL'%, I}tlllil~g ( ~dlnlRIX illin ,I ~ ity4vklc Wtulld hnpact the way it thws buMflesh ,111d rather different qy~tenlq who already c~rth- al downtown interchange point? Is there any "3 here are Mune efftclencic~ that could achieve, I think it wnukl work betw~n Iowa City and Coralville, hut the Unlve~lty It would not work." Run l.ogsden, iowa Cl~ ~anslt Manger ~ld. ~gaten, whn wmk~ with ~m- ~s for ~en yea~. ~ld C~mbus' o~tlng low driver wage t~ now pay. "You could eliminate some maintenant, some ~nagement, ~tbly some dupli~tion of ~i~. ~e bt~est drawback is evenbody ~n~ the f~s of thor s~tem m ~ t~lr f~ would have to ~ wurk~ out." L~en ~On the surface it ~ logical, like the~'$ a lot of mon~ to ~tentlally ~ ~," Brian M~latch~, O~mtional Manager for ~m~s ~ld, ~ ~t when you get Into It ~u ~al}~ that i~'t the ~, If there were ways to ~ ~me real significant mon~ we w~ld ~ acridly pu~ulng them. I don't think you have any- ~y out th~ empire buildlng."e Iowa City Water Division 410 E Washington Iowa City, IA 52240 Pouring It On Nimtte Contamination of Drinking Water Iowa For Immediate Release Thursday, February 22, 1996 Contact: Carol Sweefing 356-5154 Iowa City-The Environmental Working Group has released a report on nitrate contamination in Iowa. Contamination of tap water by nitrate can be a serious health problem. Nitrate concentrations over the federal standard of 10 parts per million (ppm) in drinking water can cause methemoglobinemia, or blue baby syndrome, a potentially fatal condition caused by oxygen deprivation in infants under six months of age. Iowa City's major source of water is the Iowa River which is largely an agricultural watershed. Excessive use of niU'ogen fertilizer in agricultural has been identified as a primary cause of elevated nitrates in surface water. EPA standard maximum contaminant level (MCL) is currently 10 ppm. The International Health standard is lower at 5.6 ppm. In 1990 and 1991 Iowa City had occurrences in drinking water when the ni~'ate level went above the standard. To prevent futuraoccurrencas the following plan ofaction was implemented: I. Iowa City monitors the nilrate levels daily and splits samples with the University Hygienic Laboratory for accuracy. 2. In 1992 Iowa City reduced it's reliance on the Iowa River by obtaining an additional ground water source, the Silurian aquifer. The addition of two Silurian wells along with the Jordan Well, available since 1963, increased groundwater capacity to 2.3 million gallons daily. This water is utilized for dilution or approximately 36 % of total plant capacity as nitrate free water. Reducing iowa River use during elevated nitrate levels may be necessm'y to ensure safe water for the community. As levels increase the local newspaper will c, gry a daily level watch as well as special information from the Water Division. The medical profession will also be alerted. The proposed ~reaunent plant is being designed with ~ae primary sources being the Alluvial aquifer, Jordan aquifer, and the Silurian aquifer. The potential for nitrates will be greatly reduced due to the new sources. There will be an intake on the Iowa River, but this source will be used minimally during periods of elevated nitrate levels in the river. To: IO$1~CI~CLERg F~,: jo hogArty Z-18-9§ 2.'87pm p, 2 of 3 COUNTY ZONING DEPARTMENT 913 SOUTH DUBUQUE STREET P.O. Box 1350 IOWA CITY, IA 52244-1350 P~O~ (319) ~S6-6083 FAX (319) 356-~086 RaCHARD J. DVO~a~K Zoning Ad_m_!nlstrator ILJ. MooRg A~lz~ant Zoning Admirer Contact person: ILJ. Moore, ~t Zoning Administrator (319) 356-6083 FOR IMMEDIATE RELEASE: County Zoning Commission to hold informational meeting on new Johnson County Land Use Plan The Joh,,~on County Zoning Commis~inn will hold an informational rae~ting with a pr~nmtion by r~r~entativus of the East C~ntral Iowa Council of Gowraments (ECICOO) r~garding the proposcA nw Land Us~ Plan for Jolm~on County, Iowa, at their regular Ma~h 11, 1996 m~fing. The m~ting will l~ held in the Board Room of the John.~n County Admim'~tratinn Building, 913 South Dubuque Street, Iowa City, at 6:30 P.M. The prcm~ntation will include, bul not 1~ limitcA to, introduction of the project, project ~h~dulc, public involvem~t plan, population trends, housing, and iacomo data~ This presentation will b~ limited to 30 minute. Th~ public is encouraged to attend. The m~ting is the fu~t atep in the proce~ of &,weloping the L~d U~ Pla% w~ch h ~t~d~ m dc~U ~c laud ~ ~ ~o unln~omted ~s of Jo~n ~. ~c now ~d U~ Plan ~11 ~ ~o ~'s c~st~g ~rch~ivc Pla~ w~ch w~ adop~d by ~c Jo~n ~W Board of S~iso~ ~ 1978. ~ ~g mo~, m~ ~1 bc held ~ at l~t fo~ d~t l~fio~ ~ Jo~n Co~ m co~t ~m ~d con~ ~om r~id~. ~c ~o~fio~l m~8 on ~h I1 ~1 ou~c ~c ~ and goa~ f~ o~t~g ~c ~, and ~ p~o ~o ~g ~ion's ~isr m~ ~ch ~ bc~ at 7 o'cl~ °30- Winter 1996 Annual Vol~t~r M~fing Sa~y, M~ 2, 9~0 ~ Pleas~ plan on attending the Annual Volunteer meeting on Saturday, March 2, 1996 at 9:30AM in the Wesley Lounge. Our program for the day will be State Representative Mary Masther speaking and answering our questions about current legislation related to hunger and homelessness. For the second part of the program, Meg Strohmet will tell us about the Share the Table program and how we at Free Lunch can make use of this new network of people helping people. The program will be from 9'.30-10'.30 AM with a short Board meeting to follow. We want to remind you that all team leaders are encouraged to attend and be active in the Board as well as the general meeting. Also please invite any interested volunteers to come to our annual meeting. Refreshments will be served and there will be time for sharing any concerns you may have. ALL ARE WELCOME!!! Share the Tallle You may have already heard that we are in the process of starting a network or clearinghouse for accessing food called Share the Table. This is a really exciting coalition of people consisting of hospital dietitians, restaurant association, grocers, warehouses, and service agencies. The idea is to ease the process of transferring food from those who have too much to those who need it. You at Free Lunch will play an important role in the development process. since you are one of the largest groups of users, it w!11 be important to determine how you want to utilize such a progran~ To help plan and organize, we will be placing a dipboard in the kitchen with a series of questions for each group to fill out. In general, we would like to know who you access, if you need help finding food, if your team would use prepared food if it is available, and if you would like someone to pick it up for you. It will be very important to respond because we want to be very sure that if the program starts up it will not end up taking important sources away from those already using them. If you have any questions or concerns, please write them down. With anticipated changes in government i~volvement with programs such as otus, we feel it is vital to make a system work as efficiently as possible. Right now we are doing well. The DHS soup kitchen cornmodifies which we receive have not been cut. In fact the state will be asking for orders from us quarterly and giving us a wider range of foods to choose from. We know this will continue into 1997, but the future after that is undetennined. Help us plan ahead so we can keep Free Lunch working as well it has for the past years. Diner Counts Counts for the last quarter of the year wore down ~rom the summer and fall. October we had an average of 90 diners, November, 77 diners, and December, 79. I haven't tallied the January counts yet, but between blizzards and sub-zero weather, I'm sure erratic describes it pretty well. Thank you to the hardy soles who made the trek out cn those tough days. Christmas Day Dinner (from Kathy Linhardt) LizAnn Miller and Kathy Linhardt would like to express their gratitude for the invaluable support and contributions of so many people for the very joyful seventh annual FLP Christmas meal. The following is a partial list of thanks because some of the volunteers and donations romaned anonymous. For Monetary Support: Carol Lach, Adelaide Bulgarelli, and Judy Fry. For Food, Warm Clothing. Gifts, & Volunteer Contributions: Spedal thanks ~o the members of St. Wenceslaus for supplying six turkeys, a ham, potato and stuffing dishes, cranberry sauce, nuts, and mints. The hard work of FLP team coordinator~, Margaret Ping and Ann Drop, and the enthusiastic involvement of their congregation, was essential to the success of the meal. Also thanks to another church, Hope United Methodist, for providing outerwear, cookies, and l~our beautiful Christmas cakes from member, Jo Heald who is a professional cake decorator. Econofoods Bakery supplied treats galore allowing us to have a Christmas cakewalk with the guests. Mercy Hospital contributed a Santa's bag worth of warm slippers. Jason Clothier, aPhD candidate in music, returned again this year to provide beautiful guitar music with the meal. We are also grateful to Adelaide & Guido Bulgarrill, the Cilek Family, the Arkins Family, Ann Donahue, Shirley Kelly, the Reese Family, Amy & Rachel Kolen, Dan Miller, Jill Smith, Mary Eileen & Jim McAndrews, Elizabeth Clothier, Linda Mildenstein, the Dozark Family, and the Miller & Linhardt Families who always have so much fun and hope to do it again on Wed. 12/25/96. More Thank Yousl As always there are many people to thank for contributions to the Free Lunch Program. Again ff we have omitted you or someone you wish we'd thanked, please let us know. Thanks to St..Thomas More group fo~ the new soup howls, Pilot's Club for the roasters and a new table from the Mary Young Memorial, Kappa Sigma fraternity, Phi Gamma Delta for food, Hoover Student Council, Sister Mary Francis and the Regina kids who will continue to delight us with their help throughout the winter, Blooming Prairie, Hawkeye Foods, New Pioneer Coop, HyVee dairy and bakery, and West High students working with the Wesley group. Meg Strohmer 351-,5567 Julie Kearney 337-9423 February/March 1996 Jim Gulland, Occupational Safety Specialist, Finance Department, Civic Center356-5427 You Could Be Next! THIS MONTH;S ININNER /! Steve Miller of the Engineering Division has the distinction of being the first winner of the City Employee Safety Slogan Contest· Although the voting was close among the several excellent entry ideas, a panel of Wvelve judges (repre- senting medicine, insurance, safety, and local government) gave the nod to Miller's creation. A thank you in way of a $30 gift ceraficate goes to winner Miller for his thoughtful contribution to the City's safety program. The next safety slogan winner could be you. Simply write out your idea (in- clude your name and division) and get it to the Occupational Safety Office, Civic Center, by March 9, 1996. Judges are looking for ideas that demonstrate original- ity, universaliw, creativity, clarity, appropriateness, positiveness, and brevity. My Story: Beth Daly Although it can affect so many of us - from keyboard op- erators to mechanics - there is still much misinformation and resulting confusion about carpal tunnel syndrome. Li- brary Office Assistant Beth Daly shares her story in an ef- fort to help others avoid needless pain and suffering. "The first sign that I had any trouble w~th my wrists was about five years ago when I was romp!ng around the house, giving my daughter a 'hersay ride' down on all fours. I was puzzled that my hands weren't as comfortable as they had been in the past. I put it down to 'old age creeping up on me' and continued to romp. "1 had heard of carpal tunnel syndrome; who hadn't? A couple of people at work even had surgery for the condition, but I didn't believe my.wris. ts were that bad. Slowly, gradu- ally. over several years. the uncomfortable feeling became more obwou$. "1 do type a lot at work. I type the weekly calendar and do Safety Chat "At roY lOb I work safely so that I can play softball on week. ends and coach Ltttle League m the eventngs" Guy Irvin. Traffic Engmeenng '*The btggest reward of staytrig tnlurwfree tS avoiding pain - pain hurts!" Scott Kugler. Planrang "At my led I work safely so that the public service we prowde ts delivered w~thout delay or ~nterrupr~on. " Chris 8ok. I:~re Deeartrnant "People who rake unnacessaG, risks are more hkely re not only hurt themselves but eventually someone else." Heather Murray. Arereal Control Team Engineering Division ·:' a lot of data entry. I do many spreadsheets at the end of each quarter. Some days. I am at my computer for six or seven hours at a time. On those days, both my head and my wrists would ache. "1 was nervous about mentioning my pain to my boss; perhaps I thought if I said something, it would be real and if I ~gnored it, it would go away. "When I was pregnant with my second child. I would wake up in the middle of the night with my hands completely numb. I told myself it was due to pregnancy but mentioned it to my doctor. He asked me to put my hands together at a right angle at the wdst and asked ff it hurt. It didn't. so he said nothing more. "1 s~gned up for an ergonomics workshop at a staff train- ing day. I learned that if one holds one's wrists straight. chances of repetitive motion ~nju~/are lessened. I tried to hold my wrists completely flat. Flat as a board. Straight as a pcnciL The pmn got worseIF' At n,ghts Beth would awaken w,th aches in her right wrist; dunng the day her httle finger would tingle. After she bought and tr,ed two different wrist splints. the pain only got worse, spreading to both wrists. It was then that she contacted her supervisor. Martha Lubaroff. "1 d~dn't know what to expect. Would she behave me? Would I have to have surgery~ Martha followed C~ty grade- lines and helped me f,11 out a few forms. We mon~tored the s~tuat~on and I tried wrist rests. taking breaks. and stretching after long penotis of Wpmg I got an adlustable keyboard to keep my forearms level. I held my wrists as straight as I could get them." After a few months w~th no rehef, Martha talked to Ass~s- rant Finance Director Kewn O'Malley who helped set up an appointment w~th Progressive Rehabditat~on Associates at Mercy Hospital. 'A ve~, race physical therap,st examined my wrists and hands and interviewed me. It was a non-threat- ening exam, and when {t was over. he expla,ned that part of turn page The Safety Net page 2 Febru~ry/Alarch 1996 Daly my problem was that I was holding my wdsts too straight! The palm of the hand should be at a 15-degree angle to the wr~st. He prescribed a different kind of splint to hold my wrists at the correct angle. He said my case did not indicate surgery at this point or medication ONHEW! "if I had told my boss earlier, I would not have had to pay for two splints that made the problem worse. The City paid for the exam and the correct splints. "1 continue to have mild wrist pain. It is worse dudng quarterly reports and better when I am on vacation. I have to watch my hobbies, too. I make bobbin lace, which involves wrist action (and pain, if I am not careful). I wear my splints during heavy typing days and leave them off during light days: I have to be careful not to lean my wrists on the wrist rest and wpe from a stationary position. I have to limit my use of my home computer. I am fortunate that ! have not had to have surgery. and with care, I hope that my wrists will im- prove." Employees suffering from cumulative trauma disorder- a broad term applied to a host of arm, hand, elbow, shoulder, and neck ailments (including carpal tunnel syndrome)-should know that without proper treatment the condition will only get worse. More can be earned through the videos CTD for Office Personnel, CTD for Mechanics, and CTD for Transit Drivers. Each can be checked out at the Civic Center Safety Office. Beth concludes her story with some poetic advice: Listen to my tale of wee; Take my ad~ce: don't suffer so. Get some help at early s/gn So your wnsts won't hurt as mine. (Perhaps you have a personal experience - or know some- one else who does - dealing with an issue of safety and health. Sharing ~t with others through The Safety Ned's "My Story" could be a valuable service to others. Submit your story to Jim Gulland, Occupational Safety Specialist, at the Civic Cen- ter or call 356-5427.) Watch this video and avoid frostbite "Winter weather Can maim you for '~~, life, and you need to know how to pro- f~ tect yourself," declares Jackie Heinle, Registered Nurse and Assistant Nurses Manager at the University of Iowa Burn Treatment Center. For supporting evidence, Ms. Heinle provided numerous slides of wintertime victims in the presentation "Frostbite: What It Is and How to Avoid It" to over 50 City employees , on December 15, 1995. Jackie also I addressed the ~ssues of trenchfoot, frostnip and hypothermia. "This is information everyone should have. I want my entire family to know about this," said one City worker after the presentation. A videotape of Jackie Heinle's presentation is available to any City employee. View it along with co-workers and take it home, too, for the entire family to see. Caution; Some aspects of this presentation are extremely graphic. For information concerning the frostbite tape, contact the Occupational Safety Office at the Civic Center. Tracking injuries helps Wastewater troubleshoot "If you don't learn from past mistakes. you're bound to repeat them." ~s an old adage taken to heart by the City's Wastewater D~vision. Superintendent Dave Elias and ruer Clerk Kathy Jackson recently comolied ~nju~, data for the past five years. Stabstins about the type of .nlury, frequency. lost time, ~nlur~ous job tasks and the like (see graph) help Wastewater's safety committee estabhsh pnonbes and fo- cus on needed ;njury-preventlOn programs. However useful facts and figures may be, they are only part of the stow. The human measures of injudes are the resulbng pain. suffering. loss, and confusion. Can num- bers keep workers safer~ "1 think they can," says Supenntendent Ehas. "The na- tional statistics are way out there someplace. This data something that relates to no one else m the world except my staff." Agreeing w~th his boss, Treatment Plant Operator Roger Overton attests: "It certainly does make an ,mpress~on. I'm more aware and now wear my hard hat and safety glasses more often." Lost Hours Per Injury Type Back ~ ' '" 111.5 Other Eye ~ 28.9 Head ~ 27.5 Hand ~ 14 0 20 40 80 80 100 120 140 Hours Lost To: ZO~q CZ1~ CLERK Don Sehr, Chairperson Joe Bolkcom Charles D. Duffy Stephen P. Lacina Sally Slutsman BOARD OF SUPERVISORS February 22, 1996 FORMAL MEETING . Agenda :* '. 1. Call to order 9:00 a.m. 2. Action re: claims :'-"" ...,, 3. Action re: formal minutes of February 15th. 4. Action re: payroll authorizations 5. Business from the County Engineer. a) 9:00 a.m. o continuation of Public Hearing for Road Vacation 01-96. A portion of Meier Avenue SW beginning at its intersection with 540th SWeet; thence Northerly approx~nately 1/4 mile. b) Action re: accept counter offer from Tom Bayliss for $2,975.53 or reject counter offer and extend final offer of $1,982.80 for right-of-way necessary for Johnson County Project STP-S-52(37)--5E-52. Action re: accept counter offer from Shirley Edmonds for $2,702.84 or reject counter offer and extend final offer of $1,732.30 for fight-of-way necessary for Johnson County Project L-D-13-3. d) Action re: resolution 02-22-96-01 authorizing weight embargoes on Secondary roads. e) Other 913 .SOUTH DUBUQUE ST. P.O. BOX 1350 IOWA CITY, IOWA 52244-1350 TEL: (319) 356-6000 FAX:(319)356-6086 To: TOm CTTY CLERK From jo booarty ~--21-96 8:38a~ p. 3 or 3 Agenda 2-22-96 Page 2 6. Business ~om the Coimty Auditor. a) Action re: peimits b) Action re: reports 1. Clerk's January monthly report. c) Other 7. Business from the County Attorney. a) Report re: other items. 8. Business from the Board of Supervhors. a) Action re: family preservation grants: Healthy Families~OWa..~arly Intervention Services System in the amount of $5,000.00 ahd authgrize Chairperson to sign contract. "~ b) Motion author/zing the Deeategorization Project to apply for a Community Based Family Resource ~ant Action re: l~ansferofS.E.A.T.S. van #124 to Washington County. d) Action re: appointments to the Johnson County Historic Preservation Commission. e) Other 9. Adjourn to informal meeting. a) Discussion re: budgets. b) Inquiries and reports from the public. Reports and inquiries from the members of the Board of Supervisors. d) Report from the County Attorney. e) Other 10. Adjournment. OFFICE OF THE IOWA CITY ASSESSOR JOHNSON COUNTY ADMINISTRATION BUILDING DAN L. HUDSON ASSESSOR DENNIS BALDRIDGE DEPUTY CAROLYN BURKE DEPUTY February 21,1996 Dear Conference Board Member: The meeting of the Iowa City Conference Board for the public hearing on the Iowa City Assessor's FY '97 budget is scheduled for Monday, February 26, 1996 at 6:30 P.M. at the Iowa City Civic Center. Enclosed, so you may review the information before the meeting, are: 1. The Agenda 2. A copy of the Janurn7 29, 1996 minutes. If you have any questions about the budget, or anything else, feel free to call me. Sincerely, Dan L. Hudson Iowa City Assessor 913 SOUTH DUBUQUE STREET - P.O. BOX 1350 - IOWA CITY, IOWA 52244 TELEPHONE: 319-356-6066 February 21,1996 TO WHOM IT MAY CONCERN: The Iowa City Conference Board will meet at 6:30 P.M. on Monday, February 26, 1996 at the Iowa City Civic Center Council Chamber. The purpose of the meeting is to hold a public hearing on the Iowa City Assessor's proposed budget for FY '97. AGENDA: 1. Call meeting to order by the Chairperson. 2. Roll call by taxing body. 3. Act on minutes of January 29, 1996 Conference Board Meeting. 4. Public hearing 9n budget. 5. Adopt budget. 6. Other business. 7. Adjournment. Dan L. Hudson Clerk, Iowa City Conference Board CB-AO26 CITY CONFERENCE BOARD JANUARY 29,1996 City Conference Board: January 29, 1996, 6:35 P.M. in the Council Chambers at the Iowa City Civic Center. Mayor Naomi Novick presiding. Iowa City Council Members Present: Baker, Kubby, Lehman, Norton, Novick, Thornberry, Vanderhoef. Johnson County Supervisors Present: Bolkcom, Duffy, Lacina, Sehr, Stutsman. IC School Board Members Present: Matheson. Others Present: Hudson, Atkins, Karr, Woito. Taoe Recorded: Reel 96-17, Side 1. Chair Novick called the meeting to order and Clerk Hudson called roll and stated that a quorum was present, the School having only one member present will not have vote recorded. The City moved to accept the minutes of the last Conference Board meeting, February 27, 1995, County seconded, and the motion carried, 2/0. City Assessor Hudson present his proposed FY '97 Assessment Expense Fund Budget. The increases are $8,900 for a 2.6% COLA plus $350 each for salaries, $1,220 for FICA and IPERS, $6,700 for assessment ~{olls and postage, $500 for insurance and $1,012 for a decrease in the unencumbered balance. The only decrease is $1,600 for bonds which is an expense only every 6th year. The proposed levy rate would go fi'om .20446 to .20482, an increase of only 0.2%. Funding for the Special Appraiser's Fund of $17,000 is requested, $1,500 for the car replacement fund, $3,000 for soBware maintenance and $12,500 for new aerial photos and orthophotos. Discussion was held about the budget, deciding the $500 for insurance would probably not be needed. The City moved to accept the proposed budget for publication, County seconded, and the motion carried, 2/0. The County moved to set the public hearing for Monday, February 26, 1996 at 6:30 P.M. at the Iowa City Civic Center, City seconded, and the motion carried, 2/0. The vacancy on the Iowa City Board of Review has been advertised and there was one applicant. It was moved by the City to appoint Janice Sweet to the Board of Review for a term ending December 31, 2001, County seconded, and the motion carried, 2/0. Other Business: Councilor Baker brought up his memo about reviewing the costs of the assessor's office and how funding is handled. Assessor Hudson discussed the information he handed out about how wages and benefits make up the bulk of the budget. The subject of combining city and county assessor's offices was also discussed. City Attorney Woito ruled that any costs of a study of the office would be funded by the City. There being no further business, it was moved by the City, seconded by the County to adjourn at 7:12 P.M. Motion carried unanimously, 2/0. Dan L. Hudson Clerk, Iowa City Conference Board City of Iowa City MEMORANDUM Date: February 20, 1996 To: City Council From: City Manager Re: Out of City I want to remind you that I will be out of the city from Thursday, March 14 (late pm) through Saturday, March 23. I will be home 5 PM on Saturday. Lisa will have my itinerary. indexlm\cm2-20 City of Iowa City MEMORANDUM Date: February 22, 1996 To: City Council From: Naomi Novick Re: Transit Issues We have spent quits a bit of time discussing transit without the ability to move forward. Since the operational details, riders, routes and hours, are not in need of an immediate decision, I suggest that we each mull over this list of options and possibly find a happy medium-- or at least an acceptable compromise. Remember that always and never do not exist in the real world -- the only constant is change ~ or any other ctiche that suits an individual's decision-making mood. Whatever changes that are to be made will require a commitment of time and money for education, publicity, etc. Working backward from July 1, we should start handing out new schedules, etc. by June 1. Therefore to allow for designing, printing and delivery, decisions have to be firm by April 15. Those who are at the NLC meetings may find people from other cities who have faced similar transit funding problems and found solutions. Bring back some new ideas if you find them. The following list of ideas are those that I have heard at some time in our discussions. Please write yes or no for each of them after you have reached a conclusion. Those options receiving at least four yes's will be discussed at an upcoming meeting. Please remember that the fixed route system operates at $44 an hour and that we do not want to exceed the total amount in the latest budget revision (2-14-96). We will all turn in our Transit Options Ballot to the City Manager no later than March 14. The meeting to discuss options will be scheduled after they are all in. Thank you for all the time you have given to transit issues. It will be difficult to make some of these decisions. February 22, 1996 TRANSIT OPTIONS BALLOT Please answer yes or no to each option, and turn in to the City Manager by March 14 or earlier. Additional comments are welcome, Use the back of this page or another page. Fixed Routs Service hours: __ M-F, 6am-11pm __ Sat. 6am-6pm Paratranslt __ 24 hours all 7 days 6am-9pm __ M-F 6arn-11pm __ 6am-9pm Sat. 6am-6pm __~ 7am-6pm 7am-6pm __ Sun, hours Number of vehicles: __ M-F no change Evening __. 5 __ 3 __ 2 Sat. 5 3 M-F __9 __6 5 Evening 2 Sat. 4 2 Sun. 4 2 Fares Decided: 75¢ a dde, $25 monthly pass $7.50 for 10 tickets $1.50 No free rides $3 Sun. or nights Low-Income discounts: Monthly pass Strip tickets Other Ideas: Family pass or fare Child's fare- age eligible, with parent, alone Quantity discount on monthly passes sold to employers or social service agen- cies, Eligibility: Single Ride Monthly Pass Punch Card 75 years old disabled only no change Ride may be refused or delayed. Taxi available 24 hours, 7 days. ARTS CENTER AND GAU~RY * 129 E~st Washington Street · Iowa City, Iowa * 52240-3925 * (319) 337-7447 February 20, 1996 To the Iowa City Council: Mayor Naomi Novick~and Councilors Larry Baker, Karen Kubby, Ernest Lehman, Dee Norton, Dean Thomberry and Dee Vanderhoef To the Iowa City Staff: From: Steve Arkins, City Manager Karin Franklin, Planning & Community Development Shirley Wyrick, President ~~ Arts Iowa City A year ago I was asked to make a presentation to the Leadership Group of the Iowa City Area Chamber of Commerce. Since my talk was to be the leadoff presentation in a day highlighting arts and cultural activities, I decided first to pull together a list of the arts and cultural groups our community has nurtured, just to give some idea of the breadth of these endeavors. I found its scope astounding and think you may also! This list continues to evolve* and is always incomplete, but it does underline why Iowa City is so strongly identified with arts and culture. To follow up on what this list indicates, an Annual Cultural Economic Impact Statement that will provide specific figures relating to this huge Iowa City industry will soon be in progress. The impact statement will be modeled after the Cedar Valley Cultural Council's Economic Impact Statement, a copy of which is enclosed. * I welcome any additions you may have to this Arts/Cultural Groups list. Arts in Iowa City: An Incomplete Survey Revised February 10,1996 The Visual Arts Community Organizations · Arts Iowa City/Center and Gallery - Diarme Kaufman Beading Guild of Iowa City - Karen Kubby · Book Arts Club - Penny McKean Craft Guild of Iowa City - Cynthia Kemp Fiber Arts - Astrid Hilger Bennett · Legion Arts, CSPS Hall (Cedar Rapids) - John Herbert/Mel Andringa · Iowa City Community School District - Nancy Wehrheim, Art Coordinator · Metal Artists Alliance - David Luck The Raphael Club - Linda Behrendt Robert A. Lee Community Recreation Center - Joyce Carroll United Action for Youth - Jim Swaim Visual Arts Alliance - Gary Gnade Willowwind School - Nancy Macfarlane · Women's Caucus for the Arts - Chris McOmber · Wood Artisans Guild - David Naso University-sponsored. serving the community: The Checkered Space - School of Art & Art History · Eve Drewelowe Gallery - School of Art & Art History · Project Art, UI Hospitals & Clinics - Mark Towner UI Arts & Crafts, IMU - Bianca Lippisch Bailey UI Fine Arts Council - Bianca Lippisch Bailey UI Museum of Art - Stephen Prokopoff · Women's Resource & Action Center - Visual Arts, contd. -2- Commercial Establishments - Visual Arts Exhibitions of Art: The Cottage; The Cottage West; Great Midwestern Ice Cream Co.; Hawkeye Audio; Iowa State Bank & Trust Co.; Lorenze Boot Shop; M.C. Ginsberg Jewelers Arts Sales: Artists Concepts - Mary Lea Kruse; Barn Collections - Alan Weinstein Cosgrove Institute; Iowa Artisans Gallery - Astrid Hilger Bennett; Summit Street Gallery - Ted Heald Other Galleries, Frame Shops and Art Consultants: AA Cilek Gallery & Frame; Artery Arts; Claim to Frame; Dick Blick Art Materials; The Frame House & Gallery; The Frame Station; Galeria Clemencia; Gilpin Paint & Glass; Good Times Artwork; Henry Louis, Inc; Hudson River Frame Co.; Kent Studio; Lasansky Corporation Gallery; Ron Mason Framing & Photography; Charles Morris Gallery; Nancy L. Purington, Art Consultant; South Side Gallery; 202 House of Art; Whispering Winds Gallery Music Community Organizations Chamber Singers of Iowa City - Marcella Lee Early Keyboard Society - John Fix Eastern Iowa Brass Band - Bob Upmeyer Eastern Iowa Recorder Society - Ruth Williams Friends of Music USA - Brad Cornick Friends of Old Time Music - Harry Oster Iowa Arts Festival - Liz Dueland Iowa City Chorolaires - Jill Van Dorpe Iowa City Chorus, Sweet Adelines Intl. - Donna Johnson Iowa City Classical Guitar Society - Tom Nothnagle Iowa City Community Band - Steve West Iowa City Community School District - Bob Brady, Performance Music Coordinator Vicki Arnold, General Music Coordinator Iowa City Community String Orchestra - Allen Ohmes Iowa City Girls Choir - Vicki Arnold Iowa City Independent Piano Teachers - Cheryl Buller Music, contd. Iowa City Music Study Club - Miriam Canter Jazz Festival - Mark Ginsberg Kala Mandali - Barbara Nflausen-K North Liberty Community Band - Elbert Edelbrock Old Capitol Chorus - Gerald Miller Opera Supers - Miriam Canter Piano Teachers Festival - Veral Leaman Willowwind Children's Choir - Nancy Macfarlane University-sponsored, serving the community Old Gold Singers - Tim Schumacher School of Music - David Nelson Cantorei Singers - William Hatcher Opera Supers - Miriam Canter Opera Theatre - Beaumont Glass Stradivari String Quartet - UI Symphony Orchestra - James Dixon UI Concert Band - UI Marching Band - Voices of Soul - Ronnie Teague and several others featuring individual & group performances Commercial Establishments Eble Music - David Hempel Guitar Foundation J. Hall Keyboards- J. Hall Preucil School of Music - Doris Preucil West Music Company, Inc. - Steve West Theatre Community Groups Entre Nous Club - Eulenspiegel Puppet Theatre - Monica Leo; Terry Breitbach · Inner Ear - Margaret Eginton/Maggie Conroy Iowa City Clown Club - David Panther Theatre, contd. Iowa City Community Theatre - Diane Thayer La Petite Theatre _ Sharon Honore Midwest Center for Developing Artists - Rebecca Gilman Riverside Theatre - Ron Clark/Jody Hovland SSRO (Seniors Standing Room Only) - Janie Yates · T J Theatre - Patti Mott West Branch Juggling Club - Jim Calkins Young Footliters - Patti Mott Zion Zealots - Patti Mott University-sponsored, serving the community · Hispanica Soliedad - Adolfo Cisneros Hancher Auditorium - Wally Chappell · University Theatres - Alan McVey Dance Community Groups, Commercial Coralville Dance Center - Dance of Iowa - Michael Kohli Dance With Me - · Folk Dance Club - Tim Shipe · Kahraman Near East Dance Ensemble, Inc. - · Kate Carol & Company Dance - Kate Carol Wellspring Center for Dance - Carol Horwitz University-sponsored, serving the community Hancher Auditorium - Wallace Chappell University of Iowa Dance Depm-tment - Francoise Martinet Dance Forum - Marie Wilkes Talented & Gifted Young Dancers Program - Diane Danhieux The Arts in Iowa City, contd. Literary Arts Community Organizations The Book Arts Rag - Penny McKean Iowa Scribes (calligraphy) - Cheryl Jacobsen National League of American Pen Women - Julia Peterson Prairie Lights Readings by Writers - Jim Harris Science Fiction League of Iowa Students - Susan West Tractor Magazine - John Herbert University Sponsored, serving the community International Writing Program - Clark Blaise (readings by writers) Iowa Center for the Book - Kim Merker · Iowa Summer Writing Festival - Peg Houston University of Iowa Press - Paul Zimmer · Writers' Workshop - Frank Conroy (readings by writers) Commercial - Literary Books - new: B. Dalton Bookseler; Haunted Bookshop on-the-creek; Iowa Book & Supply Co.; Murphy-Brookfield Books; Prairie Lights Books; University Book Stores; Waldenbooks. Books - used & rare: The Bookery; Counterpoint Used Books; Daydreams; Haunted Bookshop on-the-creek; Murphy-Brookfield Books. Film & Photography Community Groups Iowa City Camera Club - Margaret Alton-Herr University sponsored, serving the community · Communication Studies (film, tv & broadcasting) - Franklin Miller/ Dudley Andrew Film & Photography, contd. Commercial: Custom Photofinishing: Color Works; Henry Louis Inc.; PhotoWorld; University Camera Photographers: Robert Hatcher Studios;. Mauro Heck Photography; Paris Concepts and others -6- Radio, Television and Multimedia Community Groups Cable Consortium, Educational - Pat Braunger Cable Television, Government Channel - Drew Sheaffer o Interactive television (Civic Center) - Don Wood o Iowa City Community Schools: Mike Haverkamp Johnson County Community Network - Chris Preuss Kirkwood College Educational TV Channel - Jean Ketles Public Access Television - Ren~ Paine Radio Iowa - Dan Coffey Thaw 96: Film, Video, Digital Media Festival - Lloyd Dunn University sponsored, serving the community Communication Studies (film, tv & broadcasting) - Franklin Miller/ Dudley Andrew Other Cultural Institutions Iowa City Public Library - Susan Craig Johnson County Historical Society - Laurie Robinson Legion Arts, CSPS Hall Cedar Rapids - John Herbert/Mel Andringa The Science Center - James Larew Senior Center - Bette Meisel State Historical Society of Iowa - Marvin Bergman United Action for Youth - Jim Swaim University Club - Linda Shope Other Cultural Institutions, contd. -7- University sponsored. serving the community Division of Continuing Education - Emmett Vaughan Center for International & Comparative Studies - Virginia Dominguez Museum of Natural History/Iowa Hall - George Schrimper · Old Capitol - · University Libraries - Sheila Creth Publications Featuring/Reporting on Arts and Culture of Our Community The Advertiser Arts at Iowa The Daily Iowan ICON Iowa City Press-Citizen Iowa City Magazine The Gazette Des Moines Register River Cities' Reader Tractor Magazine Others? MEMBER ORGANIZATIONS * Area Education Agency VII Cedar Arts. Forum *Cedar Falls Community Schools · Cedar Falls Community Theatre Cedar Falls Historical Society Cedar Falls Public Library ' *Donald O. Rod L'ibmry, UNI Grout Museums (Grout, Russell, Imaginarium) Hartman Reserve Nature Center *Hawkeye Community College Hearst Center for the Arts Cedar Falls Municipal Band KGGB-FM Public Radio KUNI,rKLrNY/KHKE/KRNI-FM Public Radio Martin Luther King Jr. Center. Silos & Smokestacks ~l'heatre UNI UNI Ethnic Minorities & Cultural Center UNI Gallery of Art ' UNI Marshall Center One Room School UNI Museum UNI School of MuSic Waterloo Community Playhouse/Black Hawk C~Idren's Theatre *Waterloo Community Schools Waterloo Museu'm of Art/Junior Art GallEry Waterloo Public Library Waterloo/Cedar Falls Symphony Figures excluded clue to multifaceted purposes Cedar t/alley Cultural · Council RESO.URCES · PLUS Economic Impact RESOURCES PLUS: THE CEDAR VALLEY GULTURAL COUNCIL Economic Impact Full-time Staff Part-time Staff Interns ' ' Volunteers Value Volunti~er Hours '" Annual Operating ~.nd Capital Budgets Gi,~s & Grants School Chitdrffn Served Annually Total People Served Annually !990 I991 1992 .1993 154 257 142 149 206' 209 ~,422 5,5~5 $6,558,005 $6,867,444 4,521 $7,706,7~5 881,391 910,109 865,138 .1994 ' t58 163 356 353 41 76 4410 4756 $ fi93,706 $ 594,772 $~,634,613 $9,636,593 $I,590,117 · $1,232,897 95;155 101,225 ~ 975,557 94~,,673 EXttiB!1'IONS education Dance MUSIC. lectures Ai-t WORKSHOPS science ~%F~5 Demonstrations ' PRESERVATION fieM trips gSa~'t;rl C~vattr history 'Hikes TOURS TH~TRE RESOURCES PLUS member institutions present programming to almost 900,000 people each year. These visitors from all parts of northeast Iowa are served through formal and informal programs that are both educational and entertaining. IMPACT In the met}o area, Resources Pius memb6rs provide jobs for 163"full-time and 3534 part=time'employees. Professional job training i~ given to over 76 interns each year. In addition, almost $600,000 worth of time is donated by o~'er 4,700 volunteers who believe strongly in our educational missions. o The combined annual operating and capital budgets for RP 'members totaled $9,634,6t3 in 1993.. An 'a, dditi0nal '$1,590,117 was received in gifts and grants. Sin~e one dollar tums over four times' in a commuhity, these educational & cultural ifist.itutions impacted the local economy by more than $44 millioa! ·. Several members have bern e~clud~ fi~om thee to~als ~n orde~ to give a more accurate s~mmm~' oflhe impac~ the nrta & cultural oeganizallom Imve oo ~J~ ,~eon~y of Wa~oo/Ced,~' Falls. To: IO~£IP/CL[RK Johnston Count,' Don Sehr, Chairperson Joe Bolkeom Charles D. Duffy Stephen P. La¢ina Sally Slutsman BOARD OF SUPERVISORS February 27, 1996 INFORMAL MEETING Agenda 1. Call to order 9:00 2. Review of the formal minutes of February 22nd. 3. Business from the County Engineer. a) Discussion re: b) Discussion re: projects. c) Other 1996 Supplemental Construction Program. right-of-way negotiations for various Johnson County Business from Jeff Davidson, Director for Johnson County Council of Governments re: Johnson County Council of Governments amendment to the Arterial Strect Plan for Oakdale Boulevard between First Avenue of Coralville and County Road W-66 (Dubuque Strect)/discussion. 5. Business from Dave U!rick, Iowa State Education Association re: impact of Stanley Amendment on Local Government/discussion. 6. Business from Bruce Ahrem, Senior Farm Manager for Farmers National Company re: County Farm Lease/discussion. 913 SOUTH DUBUQUE ST. P.O. BOX 1350 IOWA CITY, IOWA 52244-1350 TEL: (319) 356..6000 FAX: (319) 356-6086 To: IO~q CI1¥ CLERK From: jo hogarty 2-26-96 9:glaa p. 3 of 3 Agenda 2-27-96 Page 2 7. Business from the Board of Supervisors. a) Discussion re: meetings for the week of March 17th, due to ISAC Spring School of hnstmction for March 20th thru March 22nd. b) Discussionrc: spring cleanup. c) Discussion re: Central Point of Coordination job description and s~tary range. 1. ,lob description for assistants to the Central Point of Coot >.~Ii.4'o~ d) Reports e) Other 8. Department Head Meeting. ~>: '~' a) Discussion re: the following: \. 1. Johnson County Govemment Video. 2. Update on budgets. 3. Report of League of Women Voters report, "The Status of County Government in Johnson County 1995". 4. Computer Needs Committee report and correspondence regarding Geograph/cal Information System. 5. Update on Employee Appreciation Activity. 6. Update on Boy Scouts Government Day, March 28th. 7. Jody Dvorak of the Iowa City Area Chamber of Commerce. 8. Other b) Report from the County Attomey and discussion regarding the following: 1. Fund procedures/Secondary Roads prosecutions. 2. Limitations on other compensation on county time. 3. Personnel-related staff needs. 4. Affamative action policy. 5. Sexual harassment policy/training. 6. Other 9. Discussion from the public. 10. Recess. 16 February 1996 aquadrill 717 East Second Avenue Coralville, !owa 52241 Chuck Schmadeke Director of Public Works City of Iowa Cily Civic Center 410 East Washington Street Iowa City, Iowa 52240 Phone (319) 338-5052 Fax (319) 338-8953 Re: Iowa City Water System Improvements Project Dear Chuck: The purpose of this letter is to inform you that our subcontractor on the referenced project, Mr. Ed Winslow of Winslow Drilling Company, received a telephone call a couple days ago from a person who identified himself as Mr. Rodney Alber. Mr. Winslow was under the impression that this gentleman was either an engineer or a geologist and that he was employed by the City of Iowa City. Mr. AJber indicated that he was looking for new potential well sites for the water system project and at least implied that his search was being conducted on behalf of the City of Iowa City. He was confused as to exactly who he was speaking with; he told Mr. Winslow that he was not happy that WinsJow's cre,,~ came from Wichita (Layne-Western's crew on the Jordan well is, I believe, from Wichita) instead of using "local" labor. Mr. Winslow, as you know, is based in Walcott, Iowa. Apparently the conversation was bizarre enough that Mr. Winslow felt compelled to report it to me. Since I believed that any new well siting would be done by the City's consultant, the Howard R. Green Company, I suggested that Mr. Winslow was probably not speaking to a City of iowa City representative and would probably be wise to assume his conversation was not official. This incident may be entirely innocent, but I thought you should be aware of it. Respectfully, AQUADRILL, INC. Diane E. JosJyn _ [, / Vice President/Chief Op'~'ns officer City of Iowa City MEMORANDUM E)ate: February 26. 1996 To: City Council . From: Kadn Franklin, Director, Dept. of Planning & Community Devel Re: Burlington Street/Gilbert Street Intersection Improvement Project On March 5 you will hold a public hearing on the reconstruction of the intersection of Burlington and Gilbert streets. This project will construct much needed capacity improvements to the intersection. We are working with Iowa DOT on this project, since Burlington Street is also Iowa Highway 1. In December the City Council adopted a design plan for the Near Southside Neighborhood south of Burlington Street. This plan provides implementation guidance for urban design elements associated with redevelopment of property in the. Near Southside. Accordingly, Planning Department staff has worked with the Engineering Division to incorporate Near Southside Design Plan elements into the Burlington/Gilbert reconstruction project. The Near Southside Design Plan elements proposed for the Burlington/Gilbert reconsb'uction project include the use of paving bricks to delineate crosswalks, and the use of brick accents between the curb and the sidewalk. We are also proposing to bury electrical conduit so that a future decision to install pedestrian scale lighting can be accomplished without tearing up the new pavement. There is no pedestrian scale lighting to be installed as part of this project. Planning staff is also working with private sector property owners along Burlington Street to accomplish similar aesthetic enhancements. This includes the Clark building proje,:t at Dubuque Street, and the Hieronymus Square project at Clinton Street. I will be out of town the first week of March, so Jeff Davidson and David Schoon will attend your work session on Monday, March 4 and Council meeting on March 5 to answer any questions pertaining to the Near Southside Design Plan elements of the proposed reconstruction project. cc: Steve Atkins Jeff Davidson David Schoon Rick Fosse Jeff McClure tpS-2 City of Iowa City MEMORANDUM Date: February 26, 1996 To: City Council From: City Manager Re: Pending Development Issues An application submitted by Southgate Development Company, Inc., for six special exceptions to permit 1) dwelling units above the ground floor of a commemial use, 2) restaurants over 2,500 square feet in size, 3) a reduction in the front yard requirement along Mormon Trek Boulevard, 4) spaces in excess of the number permitted in the CN-1 zone, and 6) an exception to the steep slopes regulations of the Sensitive Areas Ordinance for property located at 701 Mormon Trek Boulevard. An application submitted by Tom and Mary Sunblad for a special exception to allow eight dwelling units above a commercial use on property located in the CC-2, Community Commercial, zone at 847 Pepperwood Lane. An application submitted by Steve Moss for the Iowa City Fitness Center for two special exceptions to permit 1) a reduction of off-street parking requirements and 2) an exception to the steep slopes regulations of the Sensitive Areas Ordinance for property located in the CH-1, Highway Commercial, zone at 2400 North Dodge Street. Discussion of redevelopment of Haytwig Motors, Riverside Drive. City of Iowa City MEMORANDUM Date: To: From: Re: February 26, 1996 City Council City Manager Multi-Year Contracting-SEATS The JCCOG staff has spoken with representatives at the Federal Transit Administration regarding the question of multi-year contracting for paratransit. You may recall under the earlier FTA regulations we were required to pursue an RFP process. We were permitted a one-year extension option in our contract but after that a new RFP would be necessary. Apparently the Federal government has changed its regulations and we can enter into an agreement of up to five yeare. We must provide written documentation as to why we would select the longer term agreement and FTA will evaluate our documentation at their next triennial review. The bottom line it appears that a multi-year agreement with the county is a possibility and that it can stand the test of FTA regulations. We will keep this in mind considering our future negotiations with the county, CC; Joe Fowler Jeff Davidson Kelly Hayworth indexlm~memos\SEAT2o26 City of Iowa City MEMORANDUM Date: February 26, 1996 To: City Council From: City Manager Re: Assisted Housing You will recall in November we identified our financial concerns for our Assisted Housing program and, specifically, a list of policy/program changes that would be implemented. Since that time we have continued to critically review our operations and determine whether there were other savings and/or revenue generation we had not fully utilized. On all fronts we have experienced some success. We have over issued Section 8 vouchers in accordance with HUD regulations, received performance funds and initiated cost savings where appropriate. One major disappointment is that HUD has "erased" our reserves, that is, those which are used to over issue certificates. It appears the Federal government is taking a much stronger hand in administration of such funding sources. As of this date, we can now project that at year-end we will not have a deficit of $40,000+ as earlier identified, but will have a zero cash balance. Our short-term revenue/expenditure projections indicate basically dollar in-dollar out with no reserve position. While this is uncomfortable, given the fact that we are dealing with a $3+ million operation, we can for the near term continue our program substantially as in the past. An additional improvement, we believe, will be the fact that we have recruited a new Housing Administrator. Robert Hagarty, the Administrator of the Charles City Housing Authority with over 16 years of experience, has been successfully recruited for our position. Bob will begin work in late March. He is well thought of by Charles City officials, as well as HUD Des Moines and Washington, DC. We believe his experience will go a long way to improving our overall assisted housing and public housing operations. While these financial projections are short-term, they are more favorable than we had expected. We will continue to monitor our operations critically and will provide you periodic updates. cc: Doug Boothroy Don Yucuis Craig Standish City of iowa City MEMORANDUM Date: To; From: February 26, 1996 City Conference Board Linda Newman Woito, City Attorney Re: City Assessor's Office: A creature of state law There has been much confusion concerning the City Assessor's Office, as reported by the media. I wanted to point out to you, as the sole "employer" of the City Assessor, the following factual information concerning that office: The City Council for the City of Iowa City has the authority to establish the office of the City Assessor; but once established, Conference Board is the "employer" - not the City Council. §44.1, .2, .6 (Code of Iowa) 1995. The City Assessor is not a City employee, but rather is governed by state law set forth in Chapter 441, Code of Iowa, together with case law decided by the Iowa Supreme Court and legal opinions issued by the Attorney General. The Attorney General has opined that the City Assessor is not subject to the same rules and procedures as either the City government or the County government. Opinion of the Attorney General//80-7-1 2. Only the Conference Board can fix the budget of the City Assessor, together with deciding the number of deputies and field personnel, and approving budgets for miscellaneous expenses for the City Assessor's Office - including certification and continuing education requirements. §441.16, Code. While the Conference Board sets the budget for the City Assessor's Office, including any other items necessary for the operation of the Assessor's Office, the City Assessor is entitled to determine the hours that the office will be open to the public. Opinion of the Attorney General #80-10~9(L), see attached. The County Board of Supervisors is obligated to provide the City Assessor with an office, together with heating and cooling and lights. §331.322(5), Code of Iowa (1995). The duties of the City Assessor are set out by the legislature, in considerable detail, see §441.17 and following, Code of Iowa (1995). In reading the entire chapter of Chapter 441, dealing with assessment and valuation of real property, it is clear that the Iowa state legislature intended to remove the City Assessor from the vagaries of the political arena, and thus provided the City Conference Board as the entity which not only appoints the City Assessor, but approves their budget. 2 As previously discussed in a memo dated January 29, 1996, the City Conference Board is composed of all members of the City Council, the School Board, and the County Board of Supervisors. The Iowa Administrative Code provides that at least two members of each voting unit must be present in order for the unit to cast a vote; and in the event the vote of the members of a voting unit ends in a tie, that unit shall not cast a vote on that particular matter. IAC 701-71.19(3)(a). I invite the media to educate themselves on this body of law concerning City Assessors and County Assessors, and tax assessments in general. However, one should not take lightly the fact that misinformation has been tossed around concerning the statutory existence of the City Assessor's Office. Treating the "City Assessor's Office" as a City office would be similar to calling the City Development Board a "City department" - which is, of course, absurd. I invite open and frank discussion, and will be available for questions. cc: City Council School District City Assessor County Assessor County Attorney City Clerk City Manager Assistant City Manager Sarah Holecek, Assistant City Attorney Attachment FE'B 26'96 13:30 FR IOWA ATTORNEY GENERAL 15 281 4~09 TO 9131935G5008 P.02/03 COUNTIES ~D COUNTY OI~IC]Qt~ MU~C~ALITI]~ CITY iasCOil: 1979. The co~ ~ ~ ~e ~ of ~e ~ ~, ~e ~ty ~r ma~ ~t ~e ho~ f~ w~ ~t offi~ w~ ~ o~ ~ ~ ~H~ ~ett to Yenge~, State ~c, i0129/80) {80-10-9 ~ L~ , 1996 T~e Honor'able Iowa Capitol LOC~ This office is in ~eccipt of you~ letter reque~ an ~inion eonuernir~ t~e the office hours, a~d the supervision of a city a~ess~. Beetion ~ ~he Code 1979, provides for the creation of the office of city a.~aessoi, in cities with a population of I~tween ten thousaad ~qd one hundred twenty~fiv. thousand, Pu~uant to ~441.2, Ths Code 1979, in each city which assessor a conference bo~{ is established which eon~ts of the members of ti~ city council, sahoul board and eouuty board of su~e~vL~or~. The uonf~m,,,e the eerUfyin8 boa~d foe all ~dget exl~aditu~es of time ei~ e~aa~'s office. ~eetion 441.16, The r.~e 11179, reqULl~ that each year the asaesso~ prepare a budget which is to huelude all e~en~ for the foUowtll{~ year. The budset M then filed with the conference boateL Inuluded hi the bud~t is a lisUn~ of the ~lmHes of the assessoF and eaoh deputy; the number aud comicmarion of !ield parserreel and other pe~oune~ a~d the estimated eracunt needed for expenim$ such as i~iati~, mileage, end ethel. itel-ds ueee~{ry fez, the operation of the assessm,~ office.. {44L15, The Code 1079. The eonfei, e{~ee bo~d holds a meetin8 each fiseaJ ¥ea~ LU orde~ to adopt the budget. Therefore, the answer to you~ question in ~'eaPeet to- who dete~uines the sal~y of the city asaesao~ is found in The Code. It {a the confer. once bo~d which fixes az{d ado~t~ the bud{or for the city office and that budget includes the sala~ of the aasea~or and each of the employees, iu an opinion issued earlie~ this gea~ ou~ orifice coted that it aideased from oh. 441~ The Cede 1979, that ~e off{co of the city asse~ur operates independently from other county offices, This office d~t~'mLued tl~t "the city ~ i~ lief subjoel to the same rules aud p~oeedums aa the r~ of the subdivisions of eetmty government." Ot~Att~yGen. #80-?-1~ ~-2. Censerearly, the~e a~e no eount~ offlelala wllieh have the authority to determice the office hotu~ of the etty '' F~B 86'9G 13:30 FR IOWR ATTORNEY GENERAL 15 Z81 4209 TO 9]3193565008 P.03/03 The Honorable Sue Yen~e~ assessor. In ~n anothe~ option titIs office eonelUded that resardtng appointed eot~ offielals (whfoh .would include the eotmty assessor) such offices are ~autonomous fn theh~ Orsanlzetion end adm!n;_~t~atfon ertLraged in the l~O~manee of a 8peelfie stattmtory duty and, therefore, a~'e... eaUtied to determine the horus that thett' offfee sh~l be open to the [~blie." 1949 O~.Att~n. 1~2. The city es~_=_~or t~ tn an~o~ous sttu~t~om W~.~e the conference board fixes' the budget of the eit~ ssse~or and also, pu~ma~t to ~44L6, The Code 1979, appoints the dry assessor, the 01ty assessor like the county assessor performs specific statutory duties and Is, therefore, e~fitled to determine the hours that the offiee will be open ~n eoneluslon~ Tile Code provides t~t the c~nferenee board e~teblfsh the salary of the eity a,~,e~so~,, Secondly, the eity assessor may set the hot~ fo~ wMeh that off~ee wfil be open ~o the publie for btminess. very ~'uly, As~f, stent Attorney General BD/elm x~, TOTRL PAGE.003 .x<