HomeMy WebLinkAbout2004-07-06 Resolution
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Prepared by: Marian K. Karr, 410 E. Washington St.,lowa City, iA 52240 (319) 356-5043
RESOLUTION NO. 04-181
RESOLUTION TO ISSUE DANCING PERMIT
BE IT RESOLVED BY THE CITY COUNCIL OF IOWA CITY, IOWA, that a Dancing Permit as
provided by law is hereby granted to the following named person and at the following described
locations upon his/her filing an application, having endorsed thereon the certificates of the proper
city officials as to having complied with all regulations and ordinances, and having a valid beer,
liquor, or wine license/permit, to wit:
Fraternal Order of Eagles - 225 Highway 1 West
Memories - 928 Maiden Lane
Passed and approved this 6th day of July ,20~.
~.jl.).~J!..
YOR
Approved by
ATTEST: ~¿~~ ~M;J Ci ~ 1z/~<!IICX5
CI LERK
It was moved by Champion and seconded by Ba il ey the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Bailey
X Champion
X Ellioll
X Lehman
X O'Donnell
x Vanderhoef
X Wilburn
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Prepared by: Marian K. Karr, 410 E. Washington St., Iowa City,IA 52240 (319) 356-5043
RESOLUTION NO. 04-1R2
RESOLUTION TO ISSUE CIGARETTE PERMITS
WHEREAS, the following firms and persons have made application and paid the mulct tax
required by law for the sale of cigarettes,
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA
CITY, IOWA, THAT: the applications be granted and the City Clerk is hereby directed to issue a
permit to the following named persons and firms to sell cigarettes:
Big Kmart #4315 - 901 Hollywood Boulevard
Dublin Underground - 5 S. Dubuque Street
Mi 11 Restaurant - 120 E. Burlington Street
Russ' Northside Service - 305 North Gilbert Street
Passed and approved this 6th day of July ,20---º.L.
12M / /,/. ~6
AYOR
Approved by
ATTEST:~~_~) ~ ~~ Itfi!!tš ò ~ /2-/>xJO:5
ity Allor ey's Office
CI LERK
It was moved by Champion and seconded by Ba il ey the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Bailey
X Champion
x Ellioll
X Lehman
X O'Donnell
y Vanderhoef
x Wilburn
M,c~ Ð:r:
Prepared by: Mitchel T. Behr, Assl. City Atty., 410 E. Washington SI., Iowa City, IA 52240 (319) 356-5030
RESOLUTION NO. 04-183
RESOLUTION OF INTENT TO AMEND A PURCHASE AGREEMENT BETWEEN
THE CITY OF IOWA CITY AND UNITED ACTION FOR YOUTH FOR
CONDOMINIUM UNIT 1-C IN TOWER PLACE AND PARKING, AND SETTING A
PUBLIC HEARING FOR AUGUST 3, 2004.
WHEREAS, Tower Place and Parking includes commercial space which has been marketed for
sale to the general public; and
WHEREAS, In June of 2002, the City Council approved a Real Estate Contract - Installments pursuant to
which the City is selling Unit 1-C of the Tower Place & Parking condominium regime to United Action for
Youth (UA Y) for a total price of $500,000; and
WHEREAS, pursuant to the contract, UA Y paid $225,000 of the purchase price in August of 2002 when
they received a CDSG award in that amount, and the contract calls for UA Y to pay the balanc~ of the
purchase price in installments of $125,000 on or before July 1, 2004, and $150,000 on or before July 1,
2005; and
WHEREAS, UAY has requested that the contract be amended to allow them to pay the balance of the
purchase price in installments of $100,000 on or before December 1, 2004, and $175,000 on or before
December 1, 2005, as set forth in the amendment attached hereto.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA
CITY, IOWA, THAT:
1. The City Council does hereby declare its intent to approve the attached amendment to the
purchase agreement between the City of Iowa City and United Action for Youth for unit 1-
C in Tower Place and Parking and to dispose of said property in accordance with that
agreement as amended.
2. A public hearing on said proposed agreement should be and is hereby set for August 3,
2004, at 7:00 p.m. in Emma J. Harvat Hall of the Civic Center, 410 E. Washington Street,
Iowa City, IA or if said meeting is cancelled, at the next meeting of the City Council
thereafter as posted by the City Clerk. The City Clerk is hereby directed to cause notice of
public hearing to be published as provided by law.
Passed and approved this 6th day of July ,2004 .
.~~ ~¿,,_.
ATTEST:~.-u' A/H;J JI. ~¿(A./ ~..h-4f I~
CIT CLERK
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Resolution No. 04-183
Page 2
It was moved by Champion and seconded by Sa il ey the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Bailey
X Champion
X Elliott
X Lehman
X O'Donnell
X Vanderhoef
X Wilburn
Prepared by: Mitchel T. Behr, Asst. City Attorney, 410 East Washington St., Iowa City, lA :52240; (319) 356-5030
SECOND AMENDMENT TO REAL ESTATE CONTRACT-INSTALLMENTS
WHEREAS, the City of Iowa City ("Sellers") and United Action for Youth
("Buyers") executed a REAL ESTATE CONTRACT -INSTALLMENTS for the
sale of Unit 1C, Tower Place & Parking, as legally described therein, dated May
11, 2002, which is recorded at Book 3343, Page 137 of the records of the
Johnson County Recorder, and modified by an amendment recorded at Book
3357, Page 352 of the records of the Johnson County Recorder; and
WHEREAS, Buyers and Sellers wish to further amend said REAL
ESTATE CONTRACT -INSTALLMENTS to modify the provisions thereof
relating to payment of the purchase price and "finish work" to completed on the
property by Buyers, as agreed to and understood by the parties.
FOR GOOD AND VALUABLE CONSIDERATION, IT IS AGREED that the
above-referenced contract is hereby further amended as follows:
1. Paragraph 1 (b) of the contract is deleted in its entirety and replaced
with the following: "BALANCE OF PURCHASE PRICE.
$275,000.00 as follows: $100,000.00 on or before December 1,
2004 and the balance of the purchase price payable on or before
December 1, 2005."
2. Paragraph 1 in the Addendum to the contract is deleted in its
entirety and replaced with the following: "On or before December
1, 2004, Buyer will complete finish work upon the property having a
market cost in excess of $100,000.00."
UNITED ACTION FOR YOUTH CITY OF IOWA CITY
By: Jim Swaim, Executive Director By: Ernest Lehman, Mayor
By: Don Carstensen, By: Marian K. Karr, City Clerk
Chairman of Board of Directors
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STATE OF IOWA )
)ss:
JOHNSON COUNTY )
On this , before me, the undersigned, a Notary Public in and
for the State of Iowa, personally appeared Jim Swaim and Don Carstensen to
me personally known, who, being by me duly sworn, did say that they are the
Executive Director and Chairman of Board of Directors, respectively, of the
corporation executing the foregoing instrument; that the instrument was signed
on behalf of the corporation by authority of its Board of Directors; that Jim
Swaim and Don Carstensen acknowledged the execution of the instrument to
be the voluntary act and deed of the corporation, by it, by them voluntarily
executed.
Notary Public in and for the State of Iowa.
STATE OF IOWA )
)ss:
JOHNSON COUNTY )
On this day of , 2004, before me, the undersigned, a
Notary Public in and for said County, in said State, personally appeared Ernest W.
Lehman and Marian K. Karr, to me personally known, who being by me duly
sworn, did say that they are the Mayor and City Clerk, respectively, of said
municipal corporation executing the within and foregoing instrument; that the seal
affixed thereto is the seal of said municipal corporation; that said instrument was
signed and sealed on behalf of said municipal corporation by authority of City
Council of said municipal corporation; and that the said Ernest W. Lehman and
Marian K. Karr acknowledged the execution of said instrument to be the voluntary
act and deed and said municipal corporation, by it and by them vollmtarily
executed.
Notary Public in and for the State of Iowa
'1el¡)
tit
UAY - United Action for Youth - 410 Iowa Avenue _ P.O. Box 892 _ Iowa City, IA 52244 _ 319-338-7518
June 11,2004
Stephen J. Atkins
City Manager
City ofIowa City
Civic Center
410 Washington Street
Iowa City, IA 52240
Dear Mr. Atkins
This letter is to request an amendment to the contract between the City ofIowa City and
United Action for Youth (VA Y) for the purchase of property in the Tower Place, 355
Iowa Avenue. The requested amendment is to change the date ofUA Y's payments to
Iowa City ITom July, 2004 and July 2005 to December of 2004 and December of2005.
We also request that the payment schedule be modified so that UA Y pays $100,000 in the
first payment in December of 2004 and pays the balance by December of2005.
We make this request to accommodate our delayed schedule in completing the finish
work. UA Y is currently working with A & J Engineers to design the additional heating
and cooling HV AC equipment required for the Youth Center to operate. We currently
have $1 OO,Oººjn private funds in the account at Iowa State Bank and approximately
$60,000 in pledges and commitments to the project. Our oTiginal estimates to finish the
space at $40-50 per square foot were low and we are working diligently to raise
additional funds to complete the finish work.
Mike Hahn of McComas Lacina continues to provide us volunteer assistance to
coordinate the finish work. We expect the mechanical design lateT in June or early July.
Members of the Home Builders have expressed an interest in donating work to the finish
work as well. With their help, and the support of Iowa City, I believe we can complete
the work and move into the new Youth Center this fall.
Thank you for your consideration.
Sincere~
~.~
im Swaim
Executive Director
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Mr"~, rn:
Prepared by: Deb Briggs,ICHA, 410 E. Washington St.,lowa City,IA52240, 319-887-6069
RESOLUTION NO. 04-184
RESOLUTION AUTHORIZING THE MAYOR TO EXECUTE AND THE CITY CLERK
TO ATTEST TO A SUBORDINATION AGREEMENT BETWEEN THE CITY OF IOWA
CITY AND IOWA STATE BANK AND TRUST COMPANY, IOWA CITY, IOWA FOR
PROPERTY LOCATED AT LOT 155, LAKESIDE ADDITION, IOWA CITY, IOWA.
WHEREAS, the City of Iowa City is the owner and holder of a Mortgage in the total amount of
$26,500, executed by the owner of the property on July 6, 1999, and recorded on July 13, 1999,
in Book 2781, Page 323 through Page 328 in the Johnson County Recorder's Office covering
the following described real estate:
Lot 155 Lakeside Addition, Iowa City Iowa, according to the plat thereof in Book 9, Page
99, Plat Records of Johnson County, Iowa.
WHEREAS, Iowa State Bank and Trust Company is offering a lower interest rate to the owner
of Lot 155, Lakeside Addition and to secure the loan by a mortgage covering the real estate
described above; and
WHEREAS, it is necessary that the Mortgage held by the City be subordinated to the loan of
Iowa State Bank and Trust Company secured by the proposed mortgage in order to induce
Iowa State Bank and Trust Company to make such a loan; and
WHEREAS, Iowa State Bank and Trust Company has requested that the City execute the
attached subordination agreement thereby making the City's lien subordinate to the lien of said
mortgage with Iowa State Bank and Trust Company; and
WHEREAS, there is sufficient value in the above-described real estate to secure said lien as a
second, which is the City's original position.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA
CITY, IOWA that the Mayor is authorized to execute and the City Clerk to allest the
subordination agreement between the City of Iowa City and Iowa State Bank and Trust
Company, Iowa City, Iowa.
Passed and approved this 6th day of July .20~.
£!-/~. ~~ --- ,
"íVíAYOR
Approved by
ATTEST:~~~. ~ ~~ G.,),\-D-{.
City Allorney's Office
CI LERK
Wpdata\hisasst\res\lot155.doc
Resolution No. 04-184
Page 2
It was moved by Champion and seconded by Ba il ey the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Bailey
X Champion
X Ellioll
X Lehman
X O'Donnell
X Vanderhoef
X Wilburn
.- -- - -_..__._-_.~-_._-_.. -~--~---~-
SUBORDINATION AGREEMENT
THIS AGREEMENT is made by and between the City of Iowa City, herein the City, and Iowa State Bank
and Trust Company of Iowa City, Iowa, herein the Financial Institution.
WHEREAS, the City is the owner and holder of certain loan which at this time is in the amount of $26,500,
and where executed by Diane C. Davis (herein the Owner), dated July 6,1999, recorded July 13,1999, in
Book 2781, Page 323 through Page 328, Johnson County Recorder's Office, covering the following
described real property:
Lot 155, Lakeside Addition, Iowa City, Iowa
WHEREAS, the Financial Institution proposes to loan the sum of $67,600 on a promissory note to be
executed by the Financial Institution and the Owner, securing a mortgage covering the real property
described above; and
WHEREAS, to induce the Financial Institution to make such loan, it is necessary that the Second Mortgage
Loan held by the City be subordinated to the lien of the mortgage proposed to be made by the Financial
Institution.
NOW, THEREFORE, in consideration of the mutual covenants and promises of the parties hereto, the
parties agree as follows:
1. Subordination. The City hereby covenants and agrees with the Financial Institution that the above
noted Second Mortgage Loan held by the City is and shall continue to be subject and subordinate
to the lien of the mortgage about to be made by the Financial Institution.
2. Consideration. The City acknowledges receipt from the Financial Institution of One Hundred and
Fifty Dollars ($150.00) and other good and valuable consideration for its act of subordination herein.
3. Senior Mortgage. The mortgage in favor of the Financial Institution is hereby acknowledged as a
lien superior to the Second Mortgage Loan of the City.
4. Binding Effect. This agreement shall be binding upon and inure to the benefit of the
respective heirs, legal representatives, successors, and assigns of the parties hereto.
Dated this 6th day of July 20...QL.
CITY OF IOWA CITY FINANCIAL INSTITUTION
B~d. ;r:~_ By i.!dJu~ #Æ4
Mayor
Alles!:
~~J~~ ~.
City erk
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CITY'S ACKNOWLEDGEMENT
STATE OF IOWA )
)SS:
JOHNSON COUNTY )
On this /P day of 7u.'-" , 20~, before me, the undersigned, a Notary Public in and for the
State of Iowa, personally appealed f ,"HÇ'¡' t..ù. L...h"",,- n and Marian K. Karr, to me personally known,
and, who, being by me duly sworn, did say that they are the Mayor and City Clerk, respectively, of the City of Iowa City,
Iowa; that the seal affixed to the foregoing instrument is the corporate seal of the corporation, and that the instrument
was signed and sealed on behalf of the corporation, by authority of its City Council, as contained in (ÐldÌl,al,ce)
(Resolution) No. D4 - 1 ~ 4- passed (the Resolution adopted) by the City Council, under Roll Call No.
of the City Council on the fo day of ":I u L.. If , 20~, and that
~(""...<.--\- 11'), l.. h"",,,\o'> and Marian K. Karr acknowledged the execution of the instrument to be their
voluntary a d deed and the volunta act and deed of the corporation, by it voluntarily executed.
~ SONDRAEFORT Srwd^ø..L -ç-~
g 1. Commission Number 159791
. . My Commission Expires
ow ~ -ola Notary Public in and for the State of Iowa
LENDER'S ACKNOWLEDGEMENT
STATE OF IOWA )
)SS:
JOHNSON COUNTY )
On this 2 LJ+I1 day of JLift.L 0'1 , before me, the undersigned, a Notary Public in
and for the State of Iowa, personally appeared n5 Fehlbu- ,to me personally known, who being by
me duly swom, did say that he/she is the V,Uc P(I~i Ul t- of I¿'ulk Sfo.JL ß4nt. < Tru¡1 ¡pthat said
instrument was si ned on behalf of said corporation by authority of its Board of Directors; and that said
1 'sf¡ L. - I r acknowledged the execution of said instrument to be the voluntary act and deed of said
corporation. by it and by him er voluntarily executed.
~ CATHERINE M. FRANz
_f- Commission Number 715965
. . My Commission Expires
.w. fJ4 -Of¡ - (.J.)()5
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Prepared by: Liz Osborne, PCD, 410 E. Washington SI., Iowa City, IA 52240 (319) 356-5246
RESOLUTION NO. 04-185
RESOLUTION AUTHORIZING THE MAYOR TO SIGN AND THE CITY CLERK
TO ATTEST TO THE RELEASE OF LIENS REGARDING TWO MORTGAGES
FOR THE PROPERTY LOCATED AT 1011 6TH AVENUE, IOWA CITY, IOWA.
WHEREAS, on September 19, 2002, the owners executed a low interest Mortgage in the
amount of $52,524.; and
WHEREAS, on June 13, 2003, the owners executed another low interest Mortgage in the
amount of $570.91; and
WHEREAS, these loans have been paid off; and
WHEREAS, it is the City of Iowa City's responsibility to release these liens.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
IOWA CITY, IOWA that the Mayor is authorized to sign and the City Clerk to allest the
allached Release of Liens for recordation, whereby the City does release the property
located at 1011 6th Avenue, Iowa City, Iowa from two Mortgages recorded September
25,2002, Book 3386, Page 174 through Page 178; and recorded June 17,2003, Book
3563, Page 941 through Page 945 of the Johnson County Recorder's Office.
Passed and approved this 6th d'YO'P- ,20~.
~~/k/. ~d~..
MAYOR
ATTEST:~.A"-~_~) *'. ~~ APpr~~ ~ '~~-ò'f
CITY CLERK City Allorney's Office
It was moved by Champion and seconded by Ba i1 ey the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Bailey
X Champion
X Ellioll
X Lehman
X O'Donnell
X Vanderhoef
X Wilburn
ppdrehab/res/10116thave/doc
.- ___ _ ___.___'_.,,' .._,...._·__._~·m.._._ '._ -_.~--"_.__..,.._-_.. ..-.---..
Prepared by: Liz Osborne, CD Division, 410 E. Washington St.,lowa City,IA 52240 (319)356-5246
RELEASE OF LIENS
The City of Iowa City does hereby release the property at 1011 6th Avenue, Iowa City, Iowa,
and legally described as follows:
Lot 3 in Wildman's Subdivision of Lots 1 and 12, and the East 70 feet of Lots 2 and 11,
together with the East 150 feet of the alley, all in Block 46, in East Iowa City, Johnson
County, Iowa, according to the plat of said subdivision recorded in Plat Book 4, page
203, Plat Records of Johnson county, Iowa, subject to easements, agreements and
restrictions of record.
from an obligation of the owners, Russell J. Lovetinsky and Lynne M. Lovetinsky, to the City of
Iowa City in the total amount of $53,094.91 represented by two Mortgages recorded September
25,2002, Book 3386, Page 174 through Page 178; and recorded June 17, 2003, Book 3563,
Page 941 through Page 945 of the Johnson County Recorder's Office.
This obligation has been satisfied and the property is hereby released from any liens or clouds
opoo 10, 10 Ih, ,""" pro",,,, by ~ooo of 00;' pM~ ~~/.v ~ ~
AYOR
APpro~
ATTEST:~JJ,.J cj(. ~~ G,-J\_o'f
City Attorney's Office
CI LERK
STATE OF IOWA )
) SS:
JOHNSON COUNTY )
On this 1.0 day of Ju.:i¡ ,A.D. 202.1-, before me, the undersigned, a
Notary Public in and for said C nty, in said State, personally appeared Ernest W. Lehman and
Marian K. Karr, to me personally known, who being by me duly swom, did say that they are the
Mayor and City Clerk, respectively, of said municipal corporation executing the within and
foregoing instrument; that the seal affixed thereto is the seal of said corporation, and that the
instrument was signed and sealed on behalf of the corporation by authority of its City Council, as
contained in Resolution No. 04-('6.5 , adopted by the City Council on the ....fE...... day of
:r <-l L V' , 20 c 1 and that the said Emest W. Lehman and Marian K. Karr
as suct( officers acknowledged the execution of said instrument to be the voluntary act and deed
of said corporation, by it and by them voluntarily executed.
t! SONDRAE FORT
Commission Number 159791
lOW My ~Omm¡SSi~t expires ';,o-n::i;1av t ev--b
.....7'-0
Notary Public in and for Johnson County, Iowa
ppdrehab\ 1 0116thavereLdoc
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Prepared by: Ross Spitz, Civil Engineer, 410 E. Washington St., Iowa City, IA 52240 319-356-5149
RESOLUTION NO. 04-186
RESOLUTION AUTHORIZING THE ACQUISITION OF PROPERTY INTERESTS
NECESSARY FOR CONSTRUCTION OF THE MORMON TREK BOULEVARD
EXTENSION - BOX CULVERTS PROJECT.
WHEREAS, the City of Iowa City desires to construct the Monnon Trek Boulevard Extension -
Box Culverts Project ("Project") which includes box culvert construction for the Mormon Trek
Boulevard Extension Project in the area of U.S. Highway 921; and
WHEREAS, the City Council has determined that construction of the Project is a valid public
purpose under State and Federal law, and has further determined that acquisition of certain
property rights is necessary to construct, operate and maintain the proposed project; and
WHEREAS, the City staff has determined the location of the proposed Project; and
WHEREAS, City staff should be authorized to acquire necessary property rights at the best overall
price to the City.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA CITY,
IOWA, THAT:
1. The City Council finds that it is in the public interest to acquire property rights by warranty
deed, quit-claim deed, andlor easement for the construction of the Mormon Trek
Boulevard Extension - Box Culverts ("Project") which Project constitutes a public
improvement under Iowa law. The City Council further finds that acquisition of said
property rights is necessary to carry out the functions of the Project, and that such Project
constitutes a valid public purpose under state and federal law.
2. The City Manager or designee is hereby authorized and directed to negotiate the
purchase of property rights by warranty deed, quit-claim deed andlor easement for the
construction, operation and maintenance of the Project. The City Manager or designee is
authorized to sign purchase agreements for the purchase of property andlor easements,
and offers to purchase property andlor easements.
3. The City Manager or designee, in consultation with the City Allorney's Office, is authorized
and directed to establish, on behalf of City, an amount the City believes to be just
compe.nsation for the property to be acquired, and to make an offer to purchase the
property for the established fair market value.
4. In the event negotiation is successful, the Mayor and City Clerk are hereby authorized to
execute and attest easement agreements and agreements in lieu of condemnation. The City
Allorney is hereby directed to take all necessary action to complete said transactions, as
required by law.
5. In the event the necessary property rights for the Project cannot be acquired by negotiation,
the City Allomey is hereby authorized and directed to initiate condemnation proceedings for
acquisition of any and all property rights necessary to fulfill the functions of the Project, as
provided by law.
Resolution No. 04-186
Page 2
Passed and approved this 6th day of July , 20 04
J2¿1¿.;. ~¿...
~ MAYOR
Approved by
ATTEST: ~A; A'-u../ ..¡(. ..¡(~ ~~~~ ~/~~
éity A rne 's 0 Ice
él CLERK
It was moved by Chamoion and seconded by Ba il ey the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Bailey
X Champion
X Ellioll
X Lehman
X O'Donnell
X Vanderhoef
X Wilburn
pweng\res\mormtrkboxculverts.doc
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Prepared by: Ross Spitz, Civil Engineer, 410 E. Washington St., Iowa City, IA 52240 (319) 356-5149
RESOLUTION NO. 04-187
RESOLUTION ACCEPTING THE WORK FOR THE IOWA HIGHWAY 1 (DODGE
STREET)/NORTHGATE DRIVE TRAFFIC SIGNAL PROJECT
WHEREAS, the Engineering Division has recommended that the work for construction of the Iowa
Highway 1 (Dodge Street)/Northgate Drive Traffic Signal Project, as included in a contract
between the City of Iowa City and KWS, Inc. of Cedar Falls, Iowa, dated October 14, 2003, be
accepted; and
WHEREAS, the Engineer's Report and the peñormance and payment bond has been filed in the
City Clerk's office; and
WHEREAS, the final contract price is $105,521.70.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA
CITY, IOWA, THAT said improvements are hereby accepted by the City of Iowa City, Iowa.
Passed and approved this 6th day of July ,20 04
~~ ;j'd,- · ~.
YOR
Approved by
ATTEST: ìti~c/(. ~ ~ {,(~c{(I£
CIT LERK
It was moved by Champion and seconded by Ba il ey the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Bailey
X Champion
X Ellioll
X Lehman
X O'Donnell
X Vanderhoef
X Wilburn
pweng/resfacpÞNrk-dodgengate .doc
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Prepared by: Marilyn Kriz, Parks and Recreation, 220 S. Gilbert, Iowa City, IA 52240 (319) 356-5110
RESOLUTION NO. 04-188
RESOLUTION APPROVING PLANS, SPECIFICATIONS, FORM OF
CONTRACT, ESTIMATE OF COST FOR THE INSTALLING A NEW LIGHTING
SYSTEM ON MERCER PARK BASEBALL DIAMOND #1, ESTABLISHING
AMOUNT OF BID SECURITY TO ACCOMPANY EACH BID, DIRECTING CITY
CLERK TO PUBLISH ADVERTISEMENT FOR BIDS, AND FIXING TIME AND
PLACE FOR RECEIPT OF BIDS.
WHEREAS, notice of public hearing on the plans, specifications, form of contract and estimate
of cost for the above-named project was published as required by law, and the hearing thereon
held.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA
CITY IOWA, THAT:
1. The plans, specifications, form of contract, and estimate of cost for the above-named
project are hereby approved.
2. The amount of bid security to accompany each bid for the construction of the above
named project shall be in the amount of 10% of bid payable to Treasurer, City of Iowa
City, Iowa.
3. The City Clerk is hereby authorized and directed to publish notice for the receipt of bids
for the construction of the above-named project in a newspaper published at least once
weekly and having a general circulation in the city.
4. Bids for the above-named project are to be received by the City of Iowa City, Iowa, at
the Office of the City Clerk, at City Hall, until 10:30 a.m. on the 27th day of July, 2004,
or at a later date as determined by the Director of Parks and Recreation or designee,
with notice of said later date to be pUblished as required by law. Thereafter the bids will
be opened by the Parks and Recreation Director or designee, and thereupon referred to
the Council of the City of Iowa City, Iowa, for action upon said bids at its next meeting to
be held at City Hall (in Emma J. Harvat Hall), Iowa City, Iowa, at 7:00 p.m. on the 3rd
day of August, 2004 or at such later time and place as may be fixed.
Passed and approved this 6th day of July ,20~.
æ/L,¿ ;;/~- -
- AYOR
Approved by
ATTEST:~~~, =r<:UA.J II~ # - ~ ,=>IÒtlu~
CI LERK City Allorney's Office
parksreo'resfmercerlighting.doc
.~ -
Resolution No. 04-188
Page 2
It was moved by Vanderhoef and seconded by Wil burn the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Bailey
X Champion
X Ellioll
X Lehman
X O'Donnell
X Vanderhoef
X Wilburn
_. --
Date: June 4, 2004
To: Public Art Advisory Committee
From: Karin Franklin, Director, P~
Re: Dahlquist Contract
The City and David Dahlquist entered into a contract for the art components of the Court Street
Transportation Center (fka the Near Southside Transportation Center) in December, 2001. This
project is part of a Federal Transit Authority (FTA) discretionary grant and was delayed for some
time due to federal allocations decision-making. Consequently, there are a number of
housekeeping changes, as well as some substantive changes, which need to be made in the
contract with Dahlquist Clayworks. The housekeeping changes relate primarily to the schedule
for completion of certain work items.
Substantive changes relate to the evolution of the work product as David has worked through
this project with the staff, the Committee and Council and the architects for the Transportation
Center. Originally the art consisted of a unique design for a fence for the childcare area and
way-finding for the parking facility itself. The fence project was to have a community
participation element. As David designed the metal fence that PAAC and the City Council have
subsequently agreed to, it became apparent that the community participation element would
more appropriately become part of the way-finding piece. We are currently working with the art
teacher at Longfellow School to engage students in tile designs for the way-finding element that
will be executed in the elevator lobby of each level of the ramp. These items need to be
addressed in the contract for clarity.
In addition, the transportation center project evolved from a building with four parking levels to
one with six parking levels. This has added to the expense of the final product. There has also
been additional expense for the fence. As contracts with the childcare provider and work with
the architect proceeded, it became apparent that two gates would be required in the metal
fence. This will mean added expense in materials for the fence as well as re-engineering of the
fence to accommodate separate "door jambs" and closure mechanisms for each gate. There
have also been some material cost changes in the year and a half during which this project was
delayed. The additional levels for the way-finding component of the project add $5,000 to the
project and the added gates, engineering and materials changes add $10,000 to the cost of the
fence. Consequently, the total contract would be increased from $40,000 to $55,000.
Because this project is part of a federal grant, the FTA covers 80% of the cost and local funds
cover 20% of the cost. In terms of the public ad component, this means the FTA grant will
cover $44,000 of this contract and public art funds will cover $11,000; this is an increase for the
public art budget of $3,000 over the original contract. There are sufficient funds in the public art
allocation to cover this increase, as well as all other current commitments for public art dollars.
The Committee is asked to recommend to the City Council approval of a revised contract with
Dahlquist Clayworks reflecting the changes noted above.
Cc David Dahlquist
Prepared by: Karin Franklin, Director, PCD, 410 E. Washington St., Iowa City, IA 52240 (319) 356-5232
RESOLUTION NO. 04-:t89
RESOLUTION APPROVING THE FIRST ADDENDUM TO AGREEMENT FOR
ARTIST'S SERVICES FOR DESIGN AND EXECUTION OF ARTWORK FOR THE
COURT STREET TRANSPORTATION CENTER (FKA NEAR SOUTHSIDE
TRANSPORTATION CENTER) AND AUTHORIZING THE MAYOR TO SIGN AND
THE CITY CLERK TO Al-rEST SAID ADDENDUM.
WHEREAS, the City has entered into an Agreement with Dahlquist Clayworks for the art
components of the Court Street Transportation Center; and
WHEREAS, due to unavoidable delays that cannot be attributed to either party and changes in
the work needed to accommodate the childcare component of the project and increases in the
scope of the Transportation Center, the substance, timing and cost of the project have
changed; and
WHEREAS, modifications to the original Agreement are necessary to accommodate these
changes; and
WHEREAS, the changes included in the addendum have merit and further the purposes of the
Transportation Center project and its place in downtown Iowa City.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA
CITY, IOWA THAT:
1. The Agreement Addendum attached hereto is in the public interest and is approved as
to form and content.
2. The Mayor is authorized to sign and the City Clerk to attest said Agreement Addendum
in duplicate.
Passed and approved this 6t:h day of gu'ly ,20 04 .
,~roved by
01T'¥"~LERK City Attorney's Office
Resolution No. 04-189
Page 2
It was moved by Champion and seconded by Baile~v the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Bailey
X Champion
X . Elliott
X Lehman
X O'Donnell
× . Vanderhoef
X Wilburn
FIRST ADDENDUM TO AGREEMENT FOR ARTIST'S SERVICES FOR
DESIGN AND EXECUTION OF ARTWORK FOR THE COURT STREET
TRANSPORTATION CENTER (fka Near Southside Transportation Center)
THIS AGREEMENT Addendum is made and entered into this day of
__, 2004 by and between the City of Iowa City, hereinafter referred to as the
"City" and Dahlquist Clayworks, Inc. of Des Moines, Iowa, hereinafter referred to
as the "Artist".
WHEREAS, the City entered into an Agreement with Artist according to
Resolution 01-397, dated December 11, 2001 (hereinafter "Original Agreement");
and
WHEREAS, due to the passage of time and unavoidable delays that can not be
attributed to either party, the substance, timing and cost of the project have
changed; and
WHEREAS, the necessary contractual changes have merit and further the
purposes of the Transportation Center project.
NOW, THEREFORE, it is agreed by and between the parties hereto that the
Original Agreement is amended as set forth herein.
ARTICLE 1. PROJECT DESCRIPTIONS AND SCOPE OF SERVICES
1.1 Community Participation Element.
The community participation element shall be a part of the signage project rather
than a part of the fence project. It shall include collaboration between the City,
the Artist, and the Iowa City Community School District to engage elementary-
aged school children in the design and/or execution of elements of way-finding in
the parking ramp portion of the Transportation Center. Artist shall develop a plan
and methodology for incorporating a community participation element into the
signage project and, with the assistance of the City, arrange for the community
participation element. The tilework, fabricated through the "community
participation" process will be furnished by the ARTIST for installation by others.
1.2 Schedule of Completion.
As an addendum and modification to the schedule included in the original
Agreement, the following schedule for components of the fence and signage
projects shall be followed to the extent practicable.
· Commencement of the community participation component of the signage
project and preliminary design of said project by December, 2004.
· Installation of fence by March, 2005
· Provision of tiles for installation of signage/wayfinding by June, 2005
Deviations from this schedule may be made upon mutual agreement of the City,
as represented by the Director of Planning, and the Artist.
ARTICLE 2. COMPENSATION AND PAYMENT SCHEDULE
2.1 Fixed Fee
The CITY shall pay the ARTIST a fee not to exceed Fifty Five Thousand Dollars
($55,000), which shall constitute full compensation for all fees, services,
expenses, and materials to be performed and furnished by the ARTIST under
this Agreement. Expenses shall include all travel and lodging required for the
ARTIST to fulfill his obligations under this contract. The fee shall be paid in the
following installments, expressed as percentages of such fixed fee, each
installment to represent full and final, non-refundable payment for all services
and materials provided prior to the due date thereof:
A. $4,000 within thirty (30) days of execution of the original agreement.
B. Payment of invoices, purchase orders or statements for expenses and
materials, upon receipt of the same, to a maximum of eighty percent
(80%) of the contract price, but not to exceed $44,000.
C. The remainder of the total fee, or $7,000, within thirty (30) days after final
acceptance of the completed project. If the ARTIST elects to utilize the
CITY'S services and materials during installation, those fees shall be
deducted from the final payment due the ARTIST. It is understood that
the tiles of the signage/wayfinding aspect of the project will be installed by
others under the general contract for the Transportation Center and no
deduction from Artist's fee shall be made for installation of said tiles.
ARTICLE 3. RELATIONSHIP OF ADDENDUM TO ORIGINAL AGREEMENT
Except as expressly amended herein, all provisions of the original agreement
shall be in effect and may not be modified except as provided in Article 13 of the
Original Agreement.
David Dlahlquist ~,~ Ernest W. Lehman, Mayor
Dahlquist Clayworks, Inc.
Des Moines, Iowa ATTEST
.,¢._¢'L. ~" Z- 8/~. J7 t../ Mar~an K. Karr, City Clerk
City Attorney's Office
Prepared by: Marcia Klingaman, PCD, 410 E. Washington St,, Iowa City, IA 52240 (319) 356-5237
RESOLUTION NO. 04-190
RESOLUTION APPROVING THE GENERAl_ CONCEPT FOR THE NORTHSlDE
NEIGHBORHOOD ART PROJECT
WHEREAS, the Iowa City City Council approved the Neighborhood Art Project at their March
11, 2003 meeting; and
WHEREAS, four neighborhoods have been working through the neighborhood art process
since that time; and
WHEREAS, the Public Art Advisory Committee has reviewed and recommended for approval
the Northside neighborhood art proposal for the installation of between 30-35 aluminum street
markers, depicting architectural features of the neighborhood, above existing street signs; and
WHEREAS, these projects are estimated not to exceed $15,000 which is within the funding
available.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA
CITY, IOWA, THAT:
1. The City Council approves the general concept proposal for the Northside neighborhood art
project and directs the neighborhood to proceed in creating final designs and determining
specific costs which will be reviewed by the City Council at a later date.
Passed and approved this 6th day of Jul y ,20 04
MAYOR
CI~'~¢-CLERK City Attorney's Office
It was moved by Champion and seconded by Bai'le,v the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Bailey
X Champion
X Elliott
X Lehman
X O'Donnell
X Vanderhoef
~ Wilburn
ppdadrn/res/nodhside ad doc
(
NORTflSIDE
NEIGHBORHOOD ASSOCIATION
Art in the Neighborhood Project
May 2004 Status
John Coyne's has agreed to do street signs that show historic houses
in a fashion similar to the Goosetown signs.
He has selected 5 or 6 houses that he will use for the signs. They
include a four square; a Queen Ann Cottage; a bungalow; the
Vanagout House (a copy of the sketch is attached); the historic brick
house at the corner of Van Buren and Ronalds and possibly the
Spanish style house on the corner of Brown and Linn Streets.
He will do 30-35 signs for a cost of $15,000. He will do a minimum of
5 different designs as discussed above (so there will be multiple
copies of each of the 5 or 6 designs rather than 30 unique signs).
Each will feature an image of a historic Northside House with the title
"Northside Neighborhood" underneath. See attached sample sketch.
The signs will be cast aluminum so that they will be lighter weight
than the Goosetown signs. He can tint the signs any color we choose.
He anticipates doing the drawings sometime in June/July with the
goal of making and installing the signs this fall.
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MEARDON, SUEPPEL is. DOWNER P.L.C.
LAWYERS
ROBERT N. DOWNER lELEPHONE: (31 gJ 338·9222
JAMES D. McCARRAGHER 22 SOUTH LINN STREET FAX: (31 Q) 338-7250
MARK T. HAMER
THOMAS D. HOBART IOWA CrTY'. IOWA 52240 -I 830 WWW.MEARDONLAW.COM
MARGARETT. LAINSON
DOUGLAS D. RUPPERT
TIMOTHY J. KRUMM WILLIAM L. MEARDON
WilLIAM J. SUEPPEL (Qg-lgg7J
CHARLES A. MEARDON
DENNIS J. MITCHELL OF COUNSEL:
DAVID J. BRIGHT WILLIAM F'. SUEPPEL
PETER oJ. GARDNER JEAN BARTLEY
June 28, 2004 r......'
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HONORABLE MAYOR AND C) __c~. N -
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MEMBERS OF THE CITY COUNCIL ~-<f--- iT]
CITY OF lOW A CITY In :Þ "---,
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Re: Christian Retirement Services, Inc.
Ladies and Gentlemen:
This letter will supplement my letter of May 21, 2004 addressed to City
Manager Atkins in which I indicated that Christian Retirement Services, Inc., the
operators of Oaknoll Retirement Residence, 701 Oaknoll Drive, Iowa City, Iowa 52246
would like to request the assistance of the City of Iowa City in connection with the
issuance of "Qualified Tax-Exempt Obligations," as defined in Section 265(b) of the
Internal Revenue Code of 1986, in connection with an expansion project at Oaknoll
which is scheduled to commence in the fall of 2004. The maximum amount of bonds of
which Oaknoll would propose that Iowa City act as issuer would be $7,000,000.00,
spread between calendar years 2004 and 2005. It is contemplated that the City of
University Heights would act as issuer on $10,000,000.00 of bonds to be issued in 2004
and up to $10,000,000.00 in bonds in 2005. The latter amount, in particular, has not been
ascertained at this point, and University Heights has not made a commitment with
respect to acting as issuer of any indebtedness. However, preliminary discussions with
the Mayor, City Council and City Attorney of University Heights appear to be
favorable, and University Heights has acted as issuer on indebtedness for Oaknoll on
three prior occasions. Because of the potential need of the City of Iowa City for the
capacity to issue qualified tax exempt obligations, the maximum amount possible
would first be utilized from University Heights.
The project involved would be for the construction of 52 independent
living apartments, relocation of certain common areas and a parking structure. The
Honorable Mayor and
Members of the City Council
June 28, 2004
Page 2 of 3
estimated total cost of this project is approximately $25,000,000.00. In 2002 the property
in question, located northeast of the intersection of Benton and George Streets in Iowa
City, was zoned for the project, as then contemplated. Certain modifications have been
made in those plans, and the Council will be asked to set that modification for public
hearing in the very near future. This rezoning request has been unanimously approved
by the Planning and Zoning Commission.
Attached hereto is a promotional brochure which has been utilized with
prospective residents of the new addition and which describes some of the history of
Oaknoll, which has been expanded five times since it originally opened in 1966.
Christian Retirement Services, Inc., the owner and operator of Oaknoll, is a nonprofit
corporation duly authorized as a tax exempt, charitable organization under Section
501(c)(3) of the Internal Revenue Code of 1986. The present complex contains 136
independent living units, 18 assisted living units and a licensed health care facility for
32 skilled nursing beds and 16 intermediate nursing beds. A portion of the licensed
health care portion of Oaknoll is being rebuilt at this time and should be completed next
month. While the Iowa District Court for Johnson County has determined that the
licensed health care facilities of Oaknoll are exempt from property taxes under Iowa
Code Section 427.1, the proposed construction will be substantially all taxable under the
provisions of the existing district court decree, and will contribute a significant amount
of local property taxes when complete.
It is my understanding that the City's bond counsel Linda Kneep, and
bond counsel for the project David Claypool, have been in contact and that initial
proceedings for the Council's consideration should be filed by tomorrow. Oaknoll will,
of course, pay all expenses incurred by the City in connection with this request
We will be happy to provide any additional information which you may
request in this regard, and will have a representative present to discuss this request
when scheduled by the City Council. Thank you for your consideration.
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Members of the City Council
June 28, 2004
Page 3 of 3
cc: Ms. Patricia Heiden
Mr. George Matheson
Mr. David L. Claypool
Mr. Stephen J. Atkins
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The Next ~t1~r~Jiöfi all key to being the healthiest you Assisted Living
. C . .", In'\NA, can be. Many exercise programs As time goes on, additional as-
IS O~\f!\ ;Uj" that currently exist will continue sistance may be needed. Oaknoll's
An exciting, new generation of re- in this new area, from low impact continuum of care provides that
tirement life awaits you at Oaknoll. chair exercise classes to walk- additional help at no extra cost.
The George Street apartments ing programs. One of the most Assisted Living allows our residents
will reflect the active lifestyles of popular resident classes is T.O.E.S. to enjoy independent apartment life
the residents who choose to live in (The Oaknoll Exercise Society). supported through services such as
them and who know the benefits T.O.E.S. is a thirty-minute class assistance with dressing or bathing,
of living in a LifeCare community. consisting of chair and standing help with medications, or the aid
Whether you prefer a 950 or 1,080 exercises for strengthening and of an extra person to run errands.
square foot unit with or without a balance. From Yoga to Tai Chi to Assisted Living gives reassurance
screened-in porch, a 1,335 square a walking program our Wellness to OUT residents that staff is just
foot unit with a sunroom, or a most Center has something for everyone. outside their door and willing to
spacious 1,672 square foot unit with As a recipient of the 2004 Excel- lend a hand.
a screened -in porch-Oaknoll has lence in Practice Award from the Nursing Care
an apartment for you. Iowa Association of Homes &
Services for the Aging the Well- IfIong term care should ever be-
Active Places for ness Program demonstrates su- come necessary, Oaknoll's licensed
Health Center is ready with nurs-
Active People perior achievement and is setting ing staff trained to give both skilled
standards of excellence through
Our next generation of apartment programs that address some of the and intermediate care, again at
living will feature a hair salon with most complex challenges of aging. little or no extra cost. If and when
several styling stations, a movie the time is right, the next level
theater, and an Internet Café with These new apartments and ameni- of caTe is a welcome relief for our
patio seating. ties generate much excitement but residents from the fears that come
The spacious dining room planned the most important feature remains with declining abilities. And the
for the George Street ·addition will the same at Oaknoll-LifeCare. care always continues to be given at
allow our residents to enjoy their home-your home at Oaknoll.
meals with pleasure and quiet con- LifeCare is the Core of
versation. This dining area will give Our Service Rewards of CarefW
the residents the feel of dining out Simply put LifeCare means a home Planning
while staying close to home. A pri-
vate dining room will be available for you and appropriate care for Other benefits of living in a LifeCare
for more intimate dinner parties. your lifetime at predictable and af- community are financial security
But the fun does not stop with fordable prices. and peace-of-mind.
dining. As a resident of our com- Independent Living Financial Security
munity you will also have access to Life at Oaknoll begins in Indepen- Security comes from knowing that
our new warm water lap pool/water dent Living where you determine you will not be faced with cata-
aerobics area with adjoining locker your lifestyle within the Oaknoll strophic nursing costs. Depending
rooms. and greater Iowa City communities. on the nursing home, the costs can
Our award winning Wellness Amenities such as housekeeping be as high as $50,000 per year. At
Program will have a state-of-the- and dining services, maintenance Oaknoll the costs are predictable
art Wellness Center in the George and transportation lessen the de- and affordable.
Street addition, featuring massage mands of retirement to free your
and physical therapy rooms. A time for other pursuits. Entertain- Peace-of-mind
certified wellness instructor will ing and educational programs are Peace comes from knowing our
train residents on strength training offered for enjoyment and socializ- staff will be there to help you if you
machines, treadmills and bicycles- ing within the community. should ever need nursing care.
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Peace comes from knowing you
will never have to move from our o~",{>.O,.\~,,~..."\
community if you need additional
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Peace comes from knowing you will f -¡$! !~ !o"""Þ¿ ...
never be a burden to your children : ~ ~ J 4"
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or family members. What a gift to I 'I ',' . ,
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give yourself and your children... ~ . L~ " ,.~;\'''-.;." /,~'\.
the gift of LifeCare. . 'U0/4
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Oaknoll Do~ it Right È Ú~~-·
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In the 1960's Myrtle Hubbard, ~"
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mother of former Iowa City Mayor, " \~!
William Hubbard, had a dream of
creating a safe living environment '~j
for retired people, with the guar-
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antee of nursing care when needed. ,
A board of directors was formed -. ~ .
consisting of five local clergymen ~1.",Slrect
and five laypersons who met with a Site Plan. The new ~eorge Street addition will be located on Benton Court and George Street with
consultant to determine the direc- easy acce~s to the mal~ entr~nce and lobby area from Benton Street. George Street has all the charm of
tion of Oaknoll. Dedicated on an established Iowa City neighborhood with mature trees and sidewalks for those who like to be out-
doors. Oaknoll is located only minutes from the University ofIawa campus and its hospitals and clinics.
May 28,1965, Oaknoll opened its
doors in 1966 offering one and two
bedroom apartments with a 48-bed
health center licensed for skilled The George Street addition will
and intermediate care. bring our mission to the next /'" .~ ~
r 11 Ùk (( t{J-¡{ f d,..
Today Oaknoll is a not-for-profit generation of retirees. By offering
community which is governed by a amenities to meet their changing - /"
volunteer board of directors. The lifestyles without abandoning our ((IÜ! ('(lfll C /U'i11C it;.
Oaknoll Board members represent a commitment to the LifeCare guar-
cross section of citizens and voca- antee. That commitment is what ·~/f
tions from doctors, nurses bankers has distinguished Oaknoll for the ()I(kIU. . Y(H¡F
, , past thirty-eight years. Although
clergy, attorneys, realtors, retailers,
University ofIowa representatives, we are living longer and staying IICf(T rÿlUill1 CII f
and community volunteers. All healthier, none of us can predict our
board members are well established futures. LifeCare will continue to
residents.of the greater Iowa City be there for the next generation. I( III :( Iff/¿;
commUl11ty. Oaknoll Retirement Residence of-
fers you the opportunity to plan for ~
Through the decades, Oaknoll's i-O{cjzt\
mission has been to provide excep- your future, preserve your assets and
tional retirement living and quality move into a community with the ,...., l- ,....,
health services through LifeCare. same comforts you experience in 7 Lf C;I( FL'
Since 1966 we have grown-first your own home. Our community is
by enlarging the original building, for people who want to take charge . -- 1/
then adding the Benton Street and of planning for their futures and fdÙVtlOd ÙÙlf
Oakcrest buildings, the Assisted who enjoy being independent and
Living wing, and the Benton Court in control of their own affairs. It is . "--
addition. This summer the Health a place where you can live the way tUi!.J7ft! tlth{.
Center project will be complete. you want to live. ~
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The George Street Addition is Oaknoll's
n~eneration of apartments
an active retirement living
Featuring:
* Apartments ranging in size from 950 to 1,672 sq. ft.
(Three-season porches & sunrooms offered on some floor plans)
* New dining room
* Internet Café with patio seating
* Warm water lap pool/water aerobics pool (adjoining locker rooms)
* New hair salon and spa
* New Wellness Center/Massage Therapy/Physical Therapy
* Movie Theatre
Bringing these new amenities to our community generates a lot of excitement
but the most exciting feature that remains the same at Oaknoll is...LifeCare.
LifeCare-should you ever need the assisted living area or nursing care in our Health Center,
you will pay the same monthly fee you would living in your independent apartment.
Your monthly fees do not escalate if your need for care increases.
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"Call me to discuss the jùtuf't!George
EXECUTIVE DIRECTOR
MA, HEALTH SERVICES ADMINISTRATION ~ ~ Street Addition and reserve your
LICENSED NURSING HOME ADMINISTRATOR ,¡ apartment today. .
LifeCare is the difference
319-351-1720
An active LifeCare community since 1966
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Oaknoll Retirement Residence' 701 Oaknoll Drive' Iowa City, IA 52246
www.oaknoll.com . oaknoll@infionline.net
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Cluistian Rctirement,444S49·S,Proc Set Date Memo Agt
Memorandum of Agreement and Setting Date for
Hearing
Iowa City, Iowa
July 6, 2004
The City Council ofIowa City, Iowa, met in regular session on the 6th day of July, 2004
at .l.:..lli)o'c1ock, ...Jl..m., at the City Hall in Iowa City, Iowa. The meeting was called to order and
there were present the Mayor and the following named Council Members:
Present: Bailev. Chamoion. Elliott. Lehman. O'Donnell, Vanderhoef, Wilburn.
Absent: None
***Other Business***
Matters were discussed relative to a financing pursuant to Chapter 419 of the Iowa Code.
Whereupon, Council Member Vanderhoef introduced the following resolution
and moved its adoption, seconded by Council Member O'Donnell ; and after due
consideration thereof by the Council, the Mayor put the question upon the motion and the roll
being called, the following named members of the Council voted:
Ayes: Wilburn. Bailey, Champion, Elliott, Lehman, O'Donnell, Vanderhoef.
Nays: None
Whereupon, the MayoT dec1aTed the said motion duly carried and the resolution adopted
as follows:
- 1 -
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Christian Rctircmc:nt,444549-S.Proc Set Date Memo Agt
RESOLUTION NO. 04-191
A Resolution authorizing the execution of a Memorandum of Agreement with
Christian Retirement Services, Inc., Iowa City, Iowa and fixing a date for a
hearing on the proposed issuance of revenue bonds or notes pursuant to Chapter
419 of the Iowa Code.
WHEREAS, the City ofIowa City, State ofIowa (the "Issuer"), is a City authorized and
empowered by the provisions of Chapter 419 of the Code ofIowa, 2003, as amended (the "Act"),
to issue revenue bonds or notes for a project located within, or within eight miles of, the Issuer
for the purpose of financing the cost of acquiring, by construction or purchase, land, buildings,
improvements and equipment, or any interest therein, suitable for the use of any facility for an
organization described in Section 501(cX3) of the Internal Revenue Code (the "Code") which is
exempt ITom federal income tax under Section 501(a) of the Code (a "Tax Exempt
Organization"); and
WHEREAS, the Issuer has been requested by Christian Retirement Services, Inc. (the
"Borrower"), a Tax Exempt Organization, to issue its revenue bonds or notes (hereinafter the
"Bonds") in an aggregate principal amount not to exceed $7,000,000 (the "Bonds") to provide a
portion of the financing for (1) the construction, renovation, expansion, equipping and furnishing
of the facilities of the Borrower including (i) approximately fifty-two (52) independent living
apartments, (ii) several resident common areas and service areas including the main entrance and
lobby, the main dining room, the kitchen, administrative offices, the exercise room, and the
beauty shop, (iii) a swimming and therapy pool, and (iv) fully enclosed parking and the
renovation of surface-level parking to multi-level parking, and related improvements thereto, all
located on the Borrower's campus on the north side of Benton Street between George Street and
vacated Benton Court in Iowa City, Iowa (the "Project"), and (2) paying for costs of issuance
pursuant to the Act; and
WHEREAS, it is proposed to finance the foregoing through the issuance of the Bonds
and to loan the proceeds ITom the sale of the Bonds to the Borrower pursuant to a Loan
Agreement between the Issuer and the Borrower, the obligations of which will be sufficient to
provide for a portion of the financing the Project and paying for costs of issuance; and
WHEREAS, the Bonds, if issued, shall be limited obligations of the Issuer, and shall not
constitute nor give rise to a pecuniary liability of the Issuer or a charge against its general credit
or taxing powers, and the principal of, interest and premium, if any, on the Bonds shall be
payable solely out of the revenues derived from the Loan Agreement; and
WHEREAS, a Memorandum of Agreement in the form and with the contents set forth in
Exhibit A attached hereto, has been presented to the Issuer under the terms of which the Issuer
agrees, subject to the provisions of such Agreement, to pursue proceedings necessary under the
Act to issue the Bonds for such purpose; and
WHEREAS, the Internal Revenue Service has issued Section 1.150-2 of the Income Tax
Regulations (the "Regulations") dealing with the issuance of the Bonds, all or a portion of the
proceeds of which are to be used to reimburse the Borrower for Project expenditures made by the
- 2-
- -. ------ _ ..._. ___________m
--W'
CMIt;'" Rctir_#4S49.S,Proc Sot Dote Memo Agt
Borrower prior to the date of issuance of the Bonds, and the Regulations generally require that
the Issuer make a prior declaration of its official intent for the Borrower to reimburse itself for
such prior expenditures out of the proceeds of the Bonds and that the Bonds be issued and the
reimbursement allocation be made ftom the proceeds of the Bonds within a certain period after
the payment of the expenditure or the date the Project is placed in service; and
WHEREAS, the Issuer desires to comply with requirements of the Regulations with
respect to the Project and the Bonds;
NOW, THEREFORE, IT IS RESOLVED by the City Council of the Issuer, as follows:
Section 1. The Memorandum of Agreement in the form and with the contents set
forth in Exhibit A attached hereto is hereby approved, and the Mayor is hereby authorized to
execute said Memorandum of Agreement and the City Clerk is hereby authorized to attest the
same and to affix the seal of the Issuer thereto; said Memorandum of Agreement, which
constitutes and is hereby made a part of this Resolution, to be in substantially the form, text and
containing the provisions set forth in Exhibit A attached hereto,
Section 2. Officials of the Issuer are hereby authorized to take such further action as
may be necessary to carry out the intent and purpose of the Memorandum of Agreement.
Section 3. This Council shall meet on the 3rd day of August, 2004, at the Iowa City
City Hall, 410 E. Washington, Iowa City, Iowa, at 7: 00 o'clock .]L.m., at which time and
place any resident or property owner of the Issuer may present oral or written objections on the
proposal to issue the Bonds referred to in the preamble hereof
Section 4. The Clerk is hereby directed to give notice ofintention to issue the Bonds,
setting forth the amount and purpose thereof, the time when and place where the hearing will be
held, by publication at least once not less than fifteen (15) days prior to the date fixed for the
hearing, in a newspaper published and having a general circulation within the Issuer. The notice
shall be in substantially the following form:
-3-
NOTICE OF INTENTION TO ISSUE REVENUE BONDS OR NOTES
(OAKNOLL PROJECT)
The City Council ofIowa City, Iowa, (the "Issuer") will meet on the 3rd day of August,
2004, at 7:00 o'clock p.m., in Emma Harvat Hall of the Iowa City City Hall, 410 E. Washington
Street in Iowa City, Iowa, for the purpose of conducting a public hearing on the proposal to issue
revenue bonds or notes of the Issuer in the aggregate principal amount not to exceed $7,000,000
(the "Bonds") and to loan said amount to Christian Retirement Services, Inc., Iowa City, Iowa,
(the "Borrower"), for the purpose of providing a portion of the financing for (I) the construction,
renovation, expansion, equipping and furnishing of the facilities of the Borrower including (i)
approximately fifty-two (52) independent living apartments, (ii) several resident common areas
and service areas including the main entrance and lobby, the main dining room, the kitchen,
administrative offices, the exercise room, and the beauty shop, (iii) a swimming and therapy
pool, and (iv) fully enclosed parking and the renovation of surface-level parking to multi-level
parking, and related improvements thereto, all located on the Borrower's campus on the north
side of Benton Street between George Street and vacated Benton Court in Iowa City, Iowa (the
"Project"), and (2) paying for costs of issuance. The Project will be owned and operated by the
Borrower.
The Bonds, when issued, will be limited obligations and will not constitute general
obligations of the Issuer nor will they be payable in any manner by taxation, but the Bonds will
be payable solely and only from amounts received by the Issuer pursuant to a Loan Agreement
between the Issuer and the Borrower, the obligations of which will be sufficient to pay the
principal of and interest and redemption premium, if any, on the Bonds as and when the same
shall become due.
At the time and place, oral or written objections from any resident or property owner of
the Issuer may be presented. At such meeting or any adjournment thereof, the Issuer shall adopt
a resolution detennining whether or not to proceed with the issuance of the Bonds. Written
comments may also be submitted to the Issuer at the City Hall, 410 E. Washington Street, 52240.
Wrillen comments must be received by the above hearing date.
By order of the City Council ofIowa City, Iowa this 9th day ofJuly, 2004.
Marian Karr, City Clerk
-" "--,.r-. __ ... "__"___..__, .·.·0.__.._-- -_._---_.-.- _.__.~-~-"._---- .. .- --..-
Cluisti>n Retiremen~444S49-S,Proc Set lliIe Memo Agt
Section 5. The Issuer declares its intent to issue the Bonds for the Project. On the
basis of representations of the Borrower, other than (i) expenditures to be paid or reimbursed
&om sources other than the Bonds, or (ii) expenditures made not earlier than sixty days prior to
the date of this Resolution, or (iii) expenditures amounting to the lesser of$I00,OOO or 5% of the
proceeds of the Bonds, or (iv) expenditures constituting preliminary expenditures as defined in
Section 1.150-2(£)(2) of the Regulations, no expenditures for the Project have heretofore been
made by the Borrower and no expenditures will be made by the Borrower until after the date of
this Resolution. This declaration is a declaration of official intent adopted pursuant to Section
1.150-2 of the Regulations.
Section 6. All resolutions and parts thereof in conflict herewith are hereby repealed
to the extent of such conflict.
Passed and approved July 6, 2004.
&w. ~
<-t1:ayor
Attest:
~~~~~ 0/1. ~~
City lerk
***Other Business***
On motion and vote, the meeting adjourned.
- 5 -
Christian Retircment,444'49·',Proc Set Date Memo Agt
STATE OF IOWA
COUNTY OF JOHNSON SS:
CITY OF lOW A CITY
I, the undersigned, do hereby certifY that I am the duly appointed, qualified and acting
City Clerk of the aforementioned City and that as such I have in my possession or have access to
the complete official records of said City and of its Council and officers; and that I have
carefully compared the transcript hereto attached with the aforesaid official records and that said
transcript hereto attached is a true, correct and complete copy of all of the official records
showing the action taken by the City Council of said City to authorize the execution of a
Memorandum of Agreement by and between Christian Retirement Services, Inc. and said City
and to set a public hearing date as set forth therein.
WITNESS my hand and the seal of said City hereto affixed this ~ day ofJuly, 2004.
~~ ~ KavJ
City
(Seal)
-6-
Christian Rctirem..~444S49-S,Proc Set Iñtc Memo Agt
EXlllBIT A
MEMORANDUM OF AGREEMENT
TIllS MEMORANDUM OF AGREEMENT is between the City ofIowa City, Iowa, (the
"Issuer") and Christian Retirement Services, Inc. (the "Borrower").
1. Preliminary Statement. Among the matters of mutual inducement which have
resulted in the execution of this Agreement are the following:
(a) The Issuer is authorized by Chapter 419 of the Code ofIowa, 2004, as amended
(the "Act") to issue revenue bonds or notes for a project located within, or within eight miles of,
the Issuer for the purpose of financing the cost of acquiring, by construction or purchase, land,
buildings, improvements and equipment, or any interest therein, suitable for the use of any
facility for an organization described in Section 501(c)(3) of the Internal Revenue Code (the
"Code") which is exempt from federal income tax under Section 501(a) of the Code (a "Tax
Exempt Organization") and paying costs of issuance associated therewith.
(b) The Borrower, a Tax Exempt Organization, wishes to obtain satisfactory
assurance from the Issuer that, subject to the public hearing required by the Act and Section
147(f) of the Code, and to due compliance with all requirements of law and the obtaining of all
necessary consents and approvals and to the happening of all acts conditions and things required
to exist, happen or be performed precedent to and in connection with such grievances in due
time, form and manner as required by law, such bonds or notes will be issued by the Issuer in a
principal amount sufficient to finance a portion of the costs of the Project, as defined in the
resolution adopted by the City Council on July 6, 2004.
2. Undertakings on the Part of the Issuer.
(a) The Issuer will begin the proceedings necessary to authorize the issuance of such
revenue bonds or notes, in an aggregate principal amount not to exceed $7,000,000 (the
"Bonds").
(b) Subject to due compliance with all requirements of law, including the provisions
of and the public hearing required by the Act, it will cooperate with the Borrower in the issuance
and sale of such Bonds, and the proceeds from the issuance of such Bonds shall be loaned to the
Borrower upon such terms sufficient to pay the principal of and interest and redemption
premium, if any, on such Bonds, as and when the same shall become due all as shall be
authorized by law and mutually satisfactory to the Borrower and the Issuer.
(c) The Issuer shall determine when, in what amount, and if the Bonds may be issued
without causing the Issuer to lose its qualification as a "qualified small issuer" within the
meaning of Section 265(b)(3)(C) of the Code.
- 1 -
Christian. Retitement.444S49.S,Proc Set Date Memo Af).
3. Undertakings on the Part of the Borrower.
(a) It win use an reasonable efforts to cooperate with the Issuer and comply with the
Act and an other provisions of law relating to financing of the Project and the issuance and sale
of such Bonds.
(b) It win enter into a Loan Agreement with the Issuer under the terms of which it
will obligate itself to pay to the Issuer sums sufficient to pay the principal of and interest and
redemption premium, if any, on such Bonds as and when the same shan become due and
payable, such instrument to contain other provisions required by law and such other provisions
as shan be mutuany acceptable to the Issuer and the Borrower.
(c) It win take such further action and adopt such further proceedings as may be
required to implement its aforesaid undertaking or as it may deem appropriate in pursuance
thereof.
4. General Provisions.
(a) All commitments on the part of the Issuer and the Borrower herein are subject to
the condition that on or before one year fÌ'om the date hereof (or such other date as shan be
mutuany agreed to) the Issuer and the Borrower shan have agreed to mutually acceptable terms
relating to the issuance and sale of such Bonds, and mutuany acceptable terms and conditions of
the documents and proceedings referred to in paragraphs 2 and 3 hereof.
(b) The Borrower agrees that it win reimburse the Issuer for an reasonable and
necessary direct out-of-pocket expenses which the Issuer may incur at its request arising fÌ'om the
execution of this Agreement and the performance by the Issuer of its obligation hereunder,
including, but not limited to, legal fees, printing and publication costs and filing fees arising fÌ'om
the execution of this Agreement and the performance, or preparation to perform by the Issuer of
its obligations hereunder, done at the request of the Borrower, whether or not such Bonds are
issued.
(c) All commitments of the Issuer hereunder are further subject to the conditions that
the Issuer, and its elected and appointed officials, shan in no event incur any liability for any act
or omission hereunder, and that such Bonds described herein shan not constitute an indebtedness
of the Issuer within the meaning of any constitutional or statutory provision and shan not
constitute nor give rise to a pecuniary liability of the Issuer or a charge against its general credit
or taxing powers.
The execution of this Memorandum of Agreement by the Issuer is not intended to nor
does it create a binding commitment on the part of the Issuer to proceed with the issuance of the
Bonds. It is further understood that the issuance of the Bonds is subject to further review by the
City Council of the Issuer and compliance with an provisions of the Act, including the holding of
a public hearing with respect thereto.
-2-
...". - - -+- _.----+-~_._..- +~-_. - -.. .-
a.ristian Retiremen~444549-5.Proe Set Date Memo A¡¡t
(d) The Borrower represents that the information contained in Section 5 of the Initial
Resolution has been provided to the Issuer by the Borrower and is true and correct.
(e) Preparation of alJ resolutions, agreements, instruments, certificates, or other
documents in final form for adoption and execution shalJ be the sole responsibility of Bond
Counsel.
(1) In the event Sections 145 and 146 of the Code restrict the aggregate principal
amount of Bonds for Tax-Exempt Organizations which the Issuer may issue in any calendar
year, the Issuer may, in its discretion, rescind its commitments under Paragraph 2 hereof, without
liability on the part of the Issuer.
-3-
'-w- --. ~- ---.., ._..UM~.._._·__ __'.~_··_·_'__'~m__
Cbristian Rdiremen~444S49-S,Proc Set Date Memo Agt
Dated this _ day ofJuly, 2004.
CITY OF lOW A CITY, IOWA
By62/~ #?-.
ayor
Attest:
~~4£~ ~. ~
City rk
(Seal)
CHRISTIAN RETIREMENT SERVICES, INC.
By: _ Å.Pfv.,." ~, A 11 k /'.¡ Jv,.,..1~ ./ cFo
- 4-
'--pr' -- _"_u._____ ----....-..--....--.. - -----.---.-
\
,·,·~stian Retirement,444S49-S.Proc Set Date Memo Agt
NOTICE OF INTENTION TO ISSUE R is
(OAKNOLL PRO /
/
Council ofIowa City, Iowa, (the "Issuer") will meet on the =y of August,
2004, at o'clock _.m., at the Iowa City City Hall, 410 E. W shington Street in
Iowa City, Iowa, fo he purpose of conducting a public hearing on the proJÓsa1 to issue revenue
bonds or notes of the ssuer in the aggregate principal amount not to }!xceed $7,000,000 (the
"Bonds") and to loan sa amount to Christian Retirement Services, 'c., Iowa City, Iowa, (the
"Borrower"), for the pu of providing a portion of the financ' g for (1) the construction,
renovation, expansion, equi ing and furnishing of the facilitie of the Borrower including (i)
approximately fifty-two (52) i ependent living apartments, (ï several resident common areas
and service areas including the ain entrance and lobby, e main dining room, the kitchen,
administrative offices, the exercis room, and the beauty hop, (iii) a swimming and therapy
pool, and (iv) fully enclosed parking nd the renovatio of surface-level parking to multi-level
parking, and related improvements the to, all locate on the Borrower's campus on the north
side of Benton Street between George St et and va ted Benton Court in Iowa City, Iowa (the
"Project"), and (2) paying for costs of issu ceo T Project will be owned and operated by the
Borrower.
The Bonds, when issued, will be Ii ite obligations and will not constitute general
obligations of the Issuer nor will they be p able in ny manner by taxation, but the Bonds will
be payable solely and only fTom amount received by e Issuer pursuant to a Loan Agreement
between the Issuer and the Borrower, he obligations which will be sufficient to pay the
principal of and interest and redempt' n premium, if any, n the Bonds as and when the same
shall become due.
At the time and place, 0 or written objections from a resident or property owner of
the Issuer may be presented. t such meeting or any adjournment heTeof, the Issuer shall adopt
a resolution determining wether or not to proceed with the issu nce of the Bonds. Written
comments may also be su itted to the Issuer at the City Hall, 410 E. Washington Street, 52240.
Written comments mus e received by the above hearing date.
e City Council ofIowa City, Iowa this 6th day ofJul
Marian Karr, City Clerk
/
/
,
/ \
- 4-
..- -_..... -" _.._._~..--.- _.~~.......-._.,~_..-..-....._~----
,! 1 CITY OF IOWA CITY~
£~~~'t MEMORANDUM
~... "'l1li"
..,.. ...
Date: June 30, 2004
To: City Council r-¡-1I
From: Jeff Davidson, Assistant Director, Dept. of Planning & Community Development
Re: Agenda items #10 and #11: Traffic Safety Improvement Program grant applications
Items #10 and #11 on your July 6, 2004 City Council meeting agenda, are applications to the Iowa
Department of Transportation for Traffic Safety Improvement Program grant funds. Item #10 pertains to
the intersection of Gilbert Street/Prentiss Street/Bowery Street and Item #11 pertains to the intersection of
US Highway 6 and Scott Boulevard. The Traffic Safety Improvement Program is a State program that
provides funding for improvements that will reduce the collision rate at high collision locations.
We try to take advantage of the Traffic Safety Improvement Program when we have improvements we are
considering at high collision locations. The intersection of Gilbert Street/Prentiss Street/Bowery Street is a
project in the unfunded years of the City's Capital Improvement Program. The project would add left turn
lanes to Gilbert Street which would reduce the incidence of rear-end crashes in this section of the Gilbert
Street corridor. If the grant funds are received, it may hasten your decision to place this project in a
funded year of the CIP. The resolution for the grant funds does not obligate you to complete the project; it
would provide funding should you decide to proceed.
The US Highway 6/Scott Boulevard intersection project would provide turn lanes on all approaches of the
US Highway 6/Scott Boulevard intersection. The crash history at this intersection also shows that the
addition of left-turn lanes would reduce the number of rear end collisions. This project does not add a
traffic signal to the intersection. A recent study conducted by the JCCOG Transportation Planning
Division showed that left turn lanes are currently warranted at the intersection, but with the addition of the
left turn lanes a traffic signal is not warranted. We are probably not that far off from where a traffic signal
will also be needed, but since US Highway 6 is under the jurisdiction of the Iowa Department of
Transportation, a traffic signal will not be installed until it is warranted.
The Highway 6/Scott Boulevard intersection project is a portion of a larger project that we are currently
developing with Iowa DOT to improve US Highway 6 between 420lh Street and Lakeside Drive. The US
Highway 6/Lakeside Drive intersection is where the highway narrows from four lanes to two lanes. The
project which we are developing with Iowa DOT would add a third center turning lane to the corridor as far
east as 420lh Street, and provide turn lanes on the highway at the Heinz Road, Scott Boulevard, and 420lh
Street intersections. If we are able to receive Traffic Safety Program funds for the Highway 6/Scott
Boulevard intersection, it would help us fund the overall corridor project.
The US Highway 6 corridor improvement project is also not currently in a funded year of the CIP. It will be
brought to you for your consideration once the project is fully developed and a cost estimate, as well as a
cost-sharing plan between Iowa DOT and the City, have been developed.
Let me know if you have any questions.
Cc: City Manager
Director of Public Works
Director of Planning & Community Development
City Engineer
JCCOG Traffic Engineering Planner
I ndexbc\memos\3-1 JD.doc
..... .."-"..~..". .~.. ..----------- ......------...-.. --
M~ !(ì
1·.-.
Prepared by: Kevin L. Doyle, Ass't. Transportation Planner, 410 E. Washington St., Iowa City, IA 52240 (319) 356-5253
RESOLUTION NO. 04-192
RESOLUTION AUTHORIZING THE APPLICATION FOR TRAFFIC SAFETY
IMPROVEMENT GRANT FUNDS FROM THE IOWA DEPARTMENT OF
TRANSPORTATION FOR AN INTERSECTION IMPROVEMENT PROJECT AT
THE INTERSECTION OF GILBERT STREET AND PRENTISS STREET AND
BOWERY STREET.
WHEREAS, the intersection of Gilbert Street and Prentiss Street and Bowery Street has been
identified as a high collision intersection; and
WHEREAS, the correction of the problem by constructing left-tum lanes on the north and south
approaclhes of Gilbert Street is estimated to cost approximately $420,000; and
WHEREAS, the Iowa Department of Transportation has traffic safety funds available for which
this project qualifies.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA
CITY, IOWA, THAT:
The City Council of Iowa City, Iowa, authorizes the application to the Iowa Department of
Transportation for Traffic Safety Improvement Funds for the Intersection Improvement Project at
Gilbert Street and Prentiss Street and Bowery Street Project in the amount of $420,000.
Passed and approved this 6th day of Julv ,20~.
.&--/¿,¿ :ÞL-
AY R
Approved by
ATTEST: ~J:"'...ù k. ~CWJ ~D'-~ lI~-rb.r
Citý lIomey's Office
CI ERK
It was moved by o I Donne 11 and seconded by Vanderhoef the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Bailey
X Champion
X Ellioll
X Lehman
X O'Donnell
X Vanderhoef
X Wilburn
jccogtp\res\gilbert J)rentiss_bowery.doc
fv' " rTI
Prepared by: Kevin L. Doyle, Ass'\. Transportation Planner, 410 E. Washington St., Iowa City, IA 52240 (319) 356-5253
RESOLUTION NO. 04-193
RESOLUTION AUTHORIZING THE APPLICATION FOR TRAFFIC SAFETY
IMPROVEMENT GRANT FUNDS FROM THE IOWA DEPARTMENT OF
TRANSPORTATION FOR AN INTERSECTION IMPROVEMENT PROJECT AT
THE INTERSECTION OF U.S. HIGHWAY 6 AND SCOTT BOULEVARD.
WHEREAS, the intersection of U.S. Highway 6 and Scoll Boulevard has been identified as a high
collision intersection; and
WHEREAS, the correction of the problem by constructing left-turn lanes on each approach is
estimated to cost approximately $890,000; and
WHEREAS, the Iowa Department of Transportation has traffic safety funds available for which
this project qualifies.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA
CITY, IOWA, THAT:
The City Council of Iowa City, Iowa, authorizes the application to the Iowa Department of
Transportation for Traffic Safety Improvement Funds for the intersection improvement project at
the intersection of U.S. Highway 6 and Scoll Boulevard in the amount of $500,000.
Passed and approved this 6th d,yof J"~/. ,20~.
~-~-
~
Approved by wL ~
ATTEST:~ ~. -é~ ~ .L)~ l.øþq,{U<t
CI LERK cfty lIorney's Office
It was moved by Vanderhoef and seconded by o I Donne 11 the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Bailey
X Champion
x Ellioll
X Lehman
X O'Donnell
X Vanderhoef
X Wilburn
jccogtplreslhwy6_scott.doc
---- - -- -----_.--..,.~ --..-..--.,..----.........-..-.----.-
\ \ ~
1'1' Prepared by: Sylvia Mejia, Personnel, 410 E. Washington St., Iowa City,lA 52240 (319) 356-5026
RESOLUTION NO. 04-194
RESOLUTION AMENDING THE BUDGETED POSITIONS IN THE PARKING
DIVISION OF THE PARKING AND TRANSIT DEPARTMENT BY DELETING ONE
MAINTENANCE WORKER 1/ - PARKING SYSTEMS POSITION AND CREATING
ONE MAINTENANCE WORKER 1- PARKING SYSTEMS POSITION.
WHEREAS, Resolution 04-66, adopted by the City Council on March 2, 2004, authorized
permanent positions in the Parking Division of the Parking and Transit Department; and
WHEREAS, a Maintenance II - Parking Systems position is vacant; and
WHEREAS, the duties of this position have been reviewed and it has been determined that they
are equivalent to duties performed by others classified as Maintenance Worker I.
NOW THEREFORE BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA
CITY,IOWA THAT:
The budgeted positions in the Parking Division be amended by:
1. The deletion of one Maintenance Worker II - Parking Systems position, AFSCME Grade 4
2. The addition of one Maintenance Worker I - Parking Systems position, AFSCME Grade 2
Passed and approved this 6th "':£ ,W~
/~~~
A OR
ApRroe.cL,b
ATTEST: ~i". ~)
CITY LERK
It was moved by Ba il ey and seconded by the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Bailey
X Champion
X Ellioll
X Lehman
X O'Donnell
X Vanderhoef
X Wilburn
humanrel\res\mwiipkg.doc
('vì- , UW
: ,~
Prepared by: Daniel Scott, Sr. Civil Eng., 410 E. Washington St., Iowa City, IA 52240 (319)356-5144
RESOLUTION NO. 04-195
RESOLUTION AWARDING CONTRACT AND AUTHORIZING THE MAYOR TO
SIGN AND THE CITY CLERK TO ATTEST A CONTRACT FOR
CONSTRUCTION OF THE CLEAR CREEK TRAIL PROJECT.
WHEREAS, Streb Constnuction Company of Iowa City, Iowa has submitted the lowest responsible
bid of $47,248.50 for construction of the above-named project.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA
CITY, IOWA, THAT:
1. The contract for the construction of the above-named project is hereby awarded to Streb
Construction Company, subject to the condition that awardee secure adequate
performance and payment bond, insurance certificates, and contract compliance program
statements.
2. The Mayor is hereby authorized to sign and the City Clerk to allest the contract for
construction of the above-named project, subject to the condition that awardee secure
adequate performance and payment bond, insurance certificates, and contract compliance
prograrn statements.
Passed and approved this 6th day of July ,20 04
.£.-Lk/ ~-
ATTEST: ~A'-nJi". ~a-uJ ~bY A
. ~~ tÞ(~(~
City Allorney s Office
CI LERK
It was moved by Wil burn and seconded by Sa il ey the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Bailey
X Champion
X Ellioll
X Lehman
X O'Donnell
X Vanderhoef
X Wilburn
pweng\res\clearcreekconstr.doc
~(<,
ADVERTISEMENT FOR BIDS
CLEAR CREEK TRAIL PROJECT
Sealed proposals will be received by the City
Clerk of the C:!¡' of Iowa City, Iowa, until 10:30
A.M. on the 22 day of June, 2004, or at a later
date and/or time as determined by the Director of
Public Works or designee, with notice of said later
date and/or time to be published as required by
law. Sealed proposals will be opened immediately
thereafter by the City Engineer or designee. Bids
submitted by fax machine shall not be deemed a
"sealed bid" for purposes of this Project. Pro-
posals will be acted upon by the City Council at a
meeting to be held in the Emma J. Harvat Hall at
th
7:00 P.M. on the 6 day of July, 2004, or at such
later time and place as may be scheduled.
The Project will involve the following:
Approximately 1700 feet of 5-inch thick PCC
sidewalk paving and seeding.
All work is to be done in strict compliance with the
plans and specifications prepared by Daniel R.
Scott of Iowa City, Iowa, which have heretofore
been approved by the City Council, and are on file
for public examination in the Office of the City
Clerk.
Each proposal shall be completed on a form
furnished by the City and must be accompanied in
a sealed envelope, separate from the one
containing the proposal, by a bid bond executed
by a corporation authorized to contract as a surety
in the State of Iowa, in the sum of 10% of the bid.
The bid security shall be made payable to the
TREASURER OF THE CITY OF IOWA CITY,
IOWA, and shall be forfeited to the City of Iowa
City in the event the successful bidder fails to
enter into a contract within ten (10) calendar days
of the City Council's award of the contract and
post bond satisfactory to the City ensuring the
faithful performance of the contract and mainte-
nance of said Project, if required, pursuant to the
provisions of this notice and the other contract
documents. Bid bonds of the lowest two or more
bidders may be retained for a period of not to
exceed fifteen (15) calendar days following award
of the contract, or until rejection is made. Other
bid bonds will be returned after the canvass and
tabulation of bids is completed and reported to the
City Council.
The successful bidder will be required to furnish a
bond in an amount equal to one hundred percent
(100%) of the contract price, said bond to be
issued by a responsible surety approved by the
City, and shall guarantee the prompt payment of
all materials and labor, and also protect and save
harmless the City from all claims and damages of
any kind caused directly or indirectly by the
AF-1
operation of the contract, and shall also guarantee
the maintenance of the improvement for a period
of five (5) year(s) from and after its completion
and formal acceptance by the City Council.
The following limitations shall apply to this Project:
Working Days: 20
Specified Early Start Date: July 19, 2004
Specified Late Start Date: August 23, 2004
Liquidated Damages: $100 per day
The plans, specifications and proposed contract
documents may be examined at the office of the
City Clerk. Copies of said plans and specifications
and form of proposal blanks may be secured at
the Office of City Engineer, 410 E. Washington
Street, Iowa City, Iowa, 51140 by bona fide
bidders.
A $30 non-refundable fee is required for each set
of plans and specifications provided to bidders or
other interested persons. The fee shall be in the
form of a check, made payable to City f Iowa City.
Prospective bidders are advised that the City of
Iowa City desires to employ minority contractors
and subcontractors on City projects. A listing of
minority contractors can be obtained from the
Iowa Department of Economic Development at
(515) 242-4721 and the Iowa Department of
Transportation Contracts Office at (515) 239-
1422.
Bidders shall list on the Form of Proposal the
names of persons, firms, companies or other
parties with whom the bidder intends to subcon-
tract. This list shall include the type of work and
approximate subcontract amount(s).
The Contractor awarded the contract shall submit
a list on the Form of Agreement of the proposed
subcontractors, together with quantities, unit
prices and extended dollar amounts.
By virtue of statutory authority, preference must
be given to products and provisions grown and
coal produced within the State of Iowa, and to
Iowa domestic labor, to the extent lawfully re-
quired under Iowa Statutes. The Iowa reciprocal
resident bidder preference law applies to this
Project.
The City reserves the right to reject any or all
proposals, and also reserves the right to waive
technicalities and irregularities.
Published upon order of the City Council of Iowa
City, Iowa.
MARIAN K. KARR, CITY CLERK
AF-1
.~ --' "..-.,.,..-, 'U'__'_U"'___'_ ..... ___ .--...'...-..---..-" .--.---
M' ~IL}
Prepared by: Marilyn Kriz, Parks & Ree, 410 E. Washington 51., Iowa City, IA 52240 (319) 356-5110
RESOLUTION NO. 04-196
RESOLUTION AWARDING CONTRACT FOR THE CONSTRUCTION OF THE
BENTON HILL PARK DEVELOPMENT.
WHEREAS, G & R Miller Construction of Washington, Iowa, has submitted the lowest
responsible bid of $121,395.00 for construction of the above-named project.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA
CITY, IOWA, THAT:
1. The contract for the construction of the above-named project is hereby awarded to G & R
Miller Construction, subject to the condition that awardee secure adequate performance
and payment bond, insurance certificates, and contract compliance program statements.
2. The Mayor is hereby authorized to sign and the City Clerk to allest the contract for
construction of the above-named project, subject to the condition that awardee secure
adequate performance and payment bond, insurance certificates, and contract compliance
program statements.
Passed and approved this 6th day of July ,20 04
.æ.~ ~L~-
MAYOR
ATTEST:~.(':'-nJ -/(. ~ Approved by ~ 7/l#1D'~
jf~
CI LERK City Allorney's Office
It was moved by Sa il ev and seconded by o I Donne 11 the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Bailey
X Champion
X Ellioll
X Lehman
X O'Donnell
X Vanderhoef
X Wilburn
parksredreSJbenton hill constr 2.doc
C1L:J
14
,/
,/
Prepared by: Marilyn Kriz, Parks & Rec, 410 E. Washington St., Iowa City,lA 52240 (319) 356-5110
RESOLUTION NO.
RESOLUTION AWARDING CONTRACT FOR THE CONSTRUCTION OF THE
BENTON HILL PARK DEVELOPMENT.
WHEREAS, , of Iowa, ha
lowest responsible bid of $ \ for construction of the above-name
\
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF
CITY, IOWA, THAT:
\
1. The contract for the construction of the above-named ject is hereby awarded to
, , subject to the ndition that awardee secure
adequate performance and pa~ent bond, insurance c ificates, and contract compliance
program statements. '.
\
2. The Mayor is hereby authorized ~gn and e City Clerk to allest the contract for
construction of the above-named p ject, su . ct to the condition that awardee secure
adequate performance and payment nd, i urance certificates, and contract compliance
program statements.
Passed and approved this ,20
ATTEST: W~DI,,'f
CITY CLERK
It was moved by and seconded by the Resolution be
adopted, and upon rol all there were:
AYES NAYS: ABS NT:
1= Bailey
\ Champion
Ellioll
Lehman
O'Donnell
Vanderhoef
Wilburn
par1o:.sreclresJbenton hill constr2.doc
'-..r'H --_....~ -..------.,...-'..-, -.-....--....-... ~.,_...._- --,_..__.__._,----_._------~~-
.±\.. I~
ADVERTISEMENT FOR BIDS
BENTON HILL PARK DEVELOPMENT
PROJECT
Sealed proposals will be received by the City
Clerk of the City of Iowa City, Iowa, until 2:00
P.M. on the 29th day of June, 2004, or at a later
date and/or time as determined by the Director of
Public Works or designee, with notice of said later
date and/or time to be published as required by
law. Sealed proposals will be opened immediately
thereafter by the City Engineer or designee. Bids
submitted by fax machine shall not be deemed a
"sealed bid" for purposes of this Project. Pro-
posals will be acted upon by the City Council at a
meeting to be held in the City Hall at 7:00 P.M. on
the 6th day of Julv, 2004, or at such later time
and piace as may be scheduled.
The Project will involve the following:
The development of a new park located at the
southwest corner of Benton Street, and Miller
Avenue. This shall include clearino and
orubbino. curb/outter removal. oradino. PCC
Trail. PCC Pad. installation of Plavoround
structures, water service line. chain link fence,
and oate. surface restoration. tree and shrub
plantino and all related incidentals.
All work is to be done in strict compliance with
the plans and specifications prepared by
Shoemaker and Haaland Professionai Enoineers,
of Coralville, Iowa, which have heretofore been
approved by the City Council, and are on file for
public examination in the Office of the City Clerk.
Each proposal shall be completed on a form
furnished by the City and must be accompanied
in a sealed envelope, separate from the one
containing the proposal, by a bid bond executed
by a corporation authorized to contract as a
surety in the State of Iowa, in the sum of 10% of
the bid. The bid security shall be made payable to
the TREASURER OF THE CITY OF IOWA CITY,
IOWA, and shall be forfeited to the City of Iowa
City in the event the successful bidder fails to
enter into a contract within ten (10) calendar days
of the City Council's award of the contract and
post bond satisfactory to the City ensuring the
faithful performance of the contract and mainte-
nance of said Project, if required, pursuant to the
provisions of this notice and the other contract
documents. Bid bonds of the lowest two or more
bidders may be retained for a period of not to
exceed fifteen (15) calendar days following award
of the contract, or until rejection is made. Other
bid bonds will be returned after the canvass and
tabulation of bids is completed and reported to
the City Council.
The successful bidder will be required to furnish
AF-1
a bond in an amount equal to one hundred
percent (100%) of the contract price, said bond to
be issued by a responsible surety approved by
the City, and shall guarantee the prompt payment
of all materials and labor, and also protect and
save harmless the City from all claims and
damages of any kind caused directly or indirectly
by the operation of the contract, and shall also
guarantee the maintenance of the improvement
for a period of one to five year(s) from and after
its completion and formal acceptance by the City
Council.
The following limitations shall apply to this
Project:
Working Days: 50
Specified Start Date: Julv 19. 2004
Liquidated Damages: $200 per day
The plans, specifications and proposed contract
documents may be examined at the office of the
City Clerk. Copies of said plans and specifi-
cations and form of proposai blanks may be
secured at the Office of Shoemaker and Haaland
Professional Enaineers. 160 Holidav Road.
Coralville, Iowa, by bona fide bidders.
A $40 non-refundable fee is required for each set
of plans and specifications provided to bidders or
other interested persons. The fee shall be in the
form of a check, made payable to Shoemaker and
Haaland Professional Enaineers.
Prospective bidders are advised that the City of
Iowa City desires to employ minority contractors
and subcontractors on City projects. A listing of
minority contractors can be obtained from the
Iowa Department of Economic Development at
(515) 242-4721 and the Iowa Department of
Transportation Contracts Office at (515) 239-
1422.
Bidders shall list on the Form of Proposal the
names of persons, firms, companies or other
parties with whom the bidder intends to subcon-
tract. This list shall include the type of work and
approximate subcontract amount(s).
The Contractor awarded the contract shall
submit a list on the Form of Agreement of the
proposed subcontractors, together with quanti-
ties, unit prices and extended dollar amounts.
By virtue of statutory authority, preference must
be given to products and provisions grown and
coal produced within the State of Iowa, and to
Iowa domestic labor, to the extent lawfully re-
quired under Iowa Statutes. The Iowa reciprocal
resident bidder preference law applies to this
Project.
The City reserves the right to reject any or all
proposals, and also reserves the right to waive
technicalities and irregularities.
Published upon order of the City Council of Iowa
City, Iowa.
MARIAN K. KARR, CITY CLERK
AF-2
..- ---
µ.(~
~,&.,. ~
CITY OF IOWA CITY
PARKS & RECREATION
DEPARTMENT
MEMORANDUM
DATE: JULY 6, 2004
TO: City Council
FROM: Parks & Recreation Director
RE: Award of Benton Hill Park Bid
Item #14 on your July 6th agenda indicates that four bids were received
and opened on June 29, 2004 for the Benton Hill Park development project.
A recommendation to award the contract was delayed due to the need to
check references. This has been accomplished, and staff recommends that
the contract be awarded to the low bidder, G & R Miller Construction of
Washington,lowa in the amount of 1121.395. The other bids and the
consultant's estimates are listed on the agenda.
220 SOUTH GILBERT STREET ANAl1ONALGOUI.-oAL PHONE (319)356·5100
.
IOWA CITY IOWA 52240-1632 FAX (319)356.5487
". ..
....
~
----~---.._._-_._.. ...---.--- .-- ..
N\-'-(~ '=~ ¡ (J__._)
Prepared by: Sylvia Mejia, Personnel Admin" 410 E. Washington St., Iowa City, IA 52240 (319) 356-5026
RESOLUTION NO. 04-197
RESOLUTION AMENDING THE BUDGETED POSITIONS IN THE ANIMAL SERVICES
DIVISION OF THE POLICE DEPARTMENT AND THE AFSCME PAY PLAN
WHEREAS, Resolution No. 04-66, adopted by the City Council on March 2, 2004, authorized
permanent positions in the Police Department for FY05; and
WHEREAS, Resolution No. 04-131 adopted by the City Council on May 4,2004, established a
classification/compensation plan for AFSCME employees; and
WHEREAS, a review of the activities and tasks in the Animal Care and Adoption Center
indicates that a restructuring of current positions will allow the Center to provide beller services
to the public; and
WHEREAS, the reclassification of two positions reflects a change in duties necessary for the
efficient operation of the Center; and
WHEREAS, a current vacancy in the position of Animal Control Officer offers the opportunity to
make these changes.
NOW THEREFORE BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA
CITY, IOWA THAT:
1. The budgeted positions in the Animal Services Division be amended by:
a. The deletion of one full-time Animal Control Officer position, AFSCME pay grade 6
b. The addition of one full-time Animal Center Assistant position, AFSCME pay grade 2
c. The reclassification of two Kennel Assistant positions, AFSCME pay grade 2 to the
position of Animal Care Technician, AFSCME pay grade 4.
2. The AFSCME pay plan be amended by:
a. The deletion of the position of Kennel Assistant, grade 2
b. The addition of the position of Animal Care Technician, grade 4
c. The addition of the position of Animal Center Assistant, grade 2.
Passed and approved this 6th d':¡Z 20~
h/~¿.._
AYOR
Approved b
ATTEST: 7J1a~ R· ~ "'llr /114-
CITY'cLERK
Humanrel\resIAC6-04.doc
-~ - -- -.-- _..._._,....._---......_-_."_._~
Resolution No. 04-197
Page 2
It was moved by Vanderhoef and seconded by o I Donne 11 the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Bailey
X Champion
X Ellioll
X Lehman
X O'Donnell
X Vanderhoef
X Wilbum
~ t:TlJ
lOW A CITY POLICE DEPARTMENT /S-
Ir.11
~ ~ 410 EAST WASHINGTON STREET, lOW A CITY, IA 52240
~ (319) 356-5275 FAX # (319) 356-5449
"An Accredited Police Department"
To: Steve Atkins
From: RJ Winkelhake
Ref: Reorganization
Date; 3.0 June 2004
With the recent resignation of one of three Animal Control Officers a review
of the various activities and tasks that take place in the Center was
undertaken. The result of the review is a request to reorganize the positions
within The Animal Services Division. The recommendation includes the
renaming of job titles of the positions of the employees of the division. It
should be noted that all pay grade enhancements would be made without any
additional budget expenditures. The recommended changes will allow the
Center to provide better services to the general public and handle the
constant flow of traffic at the Center as well as handle the phone calls to the
center. The changes requested are substantial and beyond the scope of the
reclassification committee. When the reclassification committee reviewed
the requested change they suggested the move towards reorganization rather
then reclassification. The two Kennel positions have been upgraded from
pay grade 2 to 4 to better reflect the actual duties and technical knowledge
necessary to perform the job such as laboratory testing, behavioral
evaluations and medical treatments. Prior to the requested change the
Animal Control Officers and Kennel positions were 4 pay grades apart.
The new Animal Center Assistant will be a dual position Y2 kennel and Y2
clerical.
Current Job Titles New Job Titles
Animal Control Supervisor (1) Animal Services Operations Manager (1)
Animal Control Officer (3) Animal Service Officer (2)
Kennel Assistant (2) Animal Care Technician (2)
Animal Center Assistant (1)
'""Pr" - -. - ~-~-_._------_._-~._._-~
Previous Pay grade New Pay grade
Animal Control Officer 6 $38,043.20 Animal Services Officer 6 $38,043.20
Animal Center Assistant 2 $33,092.80
Kennel Assistant 2 $33,092.80 Animal Care Technician 4 $35,526.40
Kennel Assistant 2 $33,092.80 Animal Care Technician 4 $35,526.40
After the requested changes are made the payroll cost for the Animal
Services Division will total out at $83.20 less than the approved 2005
budget. The numbers of employees remain the same.
..--- -
," 0
City of Iowa City
-..-
MEMORANDUM
DATE: July 1, 2004
TO: City Council
Steven Nasby, Community and Economic Development coordinator~
FROM:
RE: Amending the Funding Recommendation on CDBG Economic Development
Funding - Extend the Dream Foundation
Extend the Dream Foundation (EDF) is a 501( c)(3) non-profit organization that is operating
a business incubator and providing assistance to develop retail micro-enterprises that are
operated by persons with disabilities. The storefront is located at 401 S. Gilbert Street.
EDF is an umbrella organization designed to assist micro-enterprises through the provision
of commercial space and support services. Currently five micro-enterprise businesses co-
located at EDF's facility are under development. These CDBG funds will provide for a
continuation of a project that was funded in FY02. Employment opportunities will include at
least five retained jobs (owners) and new one full-time equivalent position.
On December 16, 2003, the City Council voted to approve a $60,000 grant for this project. i
CDBG funds will be used for the payment of the lease to allow for the continued operation
of the business incubator. The Council Economic Development Committee recommended,
and the City Council approved, the financing as a grant that is evenly distributed over three
years.
EDF has requested that the $60,000 CDBG grant be disbursed as a lump sum in July 2004.
EDF has negotiated a fixed payment lease with the owners of the property they are leasing
at 401 S. Gilbert Street. This fixed payment lease will be advantageous to EDF in planning
for their continued operations.
A resolution approving the amended terms for the CDBG is on the July 6 Council agenda for
your consideration. If you have questions regarding this project or need additional
information please contact me at 356-5248. A complete copy of the application by EDF was
available in the October 30, 2003 Council Information Packet.
Cc: City Manager
Karin Franklin, Director of Planning and Community Development
..- -- ....,..._, ' - ~-~_....__.-. -
\ /çcb
I"
Prepared by: Steve Nasby, 410 E. Washington Street. Iowa City, IA 52240, (319) 356-5030
RESOLUTION NO. 04-198
RESOLUTION RESCINDING RESOLUTION NO. 03-377 AND AMENDING THE FUNDING TERMS
FOR EXTEND THE DREAM FOUNDATION FROM IOWA CITY'S COMMUNITY DEVELOPMENT
BLOCK GRANT - ECONOMIC DEVELOPMENT FUND.
WHEREAS, the Iowa City City Council approved Resolution No. 03-377 to provide Community
Development Block Grant (CDBG) monies to Extend the Dream Foundation through the Economic
Development Fund; and
WHEREAS, the CDBG Economic Development Fund was approved within Iowa City's Annual Action
Plans for FY03 and FY04 as parts of the City's 2001-2006 Consolidated Plan (CITY STEPS), as
amended, to plan for the use of federal funds to assist lower income residents with housing, jobs and
services; and
WHEREAS, the City has disseminated information regarding the project and proposed amendment and
the Iowa City City Council Economic Development Committee held a public meeting to discuss said
amendment; and
WHEREAS, in Resolution No. 03-377 the Iowa City City Council approved these funds be in the form of
a three-year (3 year) grant, but no agreement was ever executed and no funds have been disbursed;
and
WHEREAS, the Iowa City City Council Economic Development Commillee is recommending that the
entire grant of $60,000.00 be disbursed to Extend the Dream Foundation in a one-time payment to
accommodate a negotiated lease; and
WHEREAS, Resolution No. 03-377 should be rescinded; and
WHEREAS, the City Council finds that the public interest will be served by an allocation of CDBG
funding for said project to create employment opportunities and support micro-enterprise development.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA CITY,
IOWA, THAT:
1 Resolution No. 03-377 is hereby rescinded.
2. The City Manager is hereby authorized and directed to provide all the necessary
certifications or documents required by the U.S. Department of Housing and Urban
Development.
3. The City Manager is authorized to execute, terminate or amend an agreement(s) with
Extend the Dream Foundation for activities in connection with this allocation of public funds.
Passed and approved this ---º1h... day of Julv .~~/J./~
AYOR
Approved by
ATTEST: ~;~~) ~. K~ ~~ 'h-u'f
CI LE RK City Attorney's Office
.-_.-. -~-.----~-..--.---.-.--..--..-.-----.-------~-----.---.-.,-..-.-.-- '--~~---'-" -.".-. --... -
Resolution No. 04-198
Page 2
It was moved by Vanderhoef and seconded by Ba il ey the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT: ABSTAIN:
X Bailey
X Champion
X Ellioll
X Lehman
X O'Donnell
X Vanderhoef
Wilburn X
. '"Fr' ------.'. --...-..--- ------.-.----- .....----..-----.--- - --"'-
NlTé" i~-
c....
Prepared by: Steve Nasby, PCD, 410 E. Washington St., Iowa City, IA 52240 (319) 356-5248
RESOLUTION NO. 04-199
RESOLUTION APPROVING FUNDING FOR OASIS FALAFEL, LLC FROM IOWA CITY'S
COMMUNITY DEVELOPMENT BLOCK GRANT - ECONOMIC DEVELOPMENT FUND
AND AUTHORIZING THE CITY MANAGER TO ACT AS CHIEF ADMINISTRATIVE
OFFICER AND SUBMIT ALL NECESSARY DOCUMENTATION TO THE U.S.
DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT.
WHEREAS, the City of Iowa City has a Community Development Block Grant (CDBG) funded
Economic Development Fund; and
WHEREAS the CDBG Economic Development Fund was approved within Iowa City's Annual
Action Plans for FY04 as part of the City's 2001-2006 Consolidated Plan (CITY STEPS), as
amended, to plan for the use of federal funds to assist lower income residents with housing,
jobs and services; and
WHEREAS, the City has disseminated information and the Iowa City City Council Economic
Development Committee held a public meeting to discuss said project; and
WHEREAS, the Iowa City City Council Economic Development Commillee has recommended
that the project submitted by Oasis Falafel, LLC be allocated $25,000; and
WHEREAS, the Iowa City City Council Economic Development Committee has recommended
that these funds be in the form of a five-year (5 year) amortized loan with an interest rate of
three percent (3%); and
WHEREAS, the City Council finds that the public interest will be served by an allocation of
CDBG funding for said project to create employment opportunities and support micro-enterprise
development.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA
CITY, IOWA, THAT:
1 The City Manager is hereby authorized and directed to provide all the necessary
certifications or documents required by the US Department of Housing and Urban
Development.
2 The City Manager is authorized to execute, terminate or amend an agreement(s) with Oasis
Falafel, LLC for activities in connection with this allocation of public funds.
Passed and approved this 6th d:¡¡ , 20 --º.i..... .
þ¿-
~~.l -
AYOR
Approved by
ATTEST~/~2<'/ -/ ~M) ~.~ 7- (-<:-''t-
CIT LERK City Attorney's Office
ppdcdbg/resJofalafeL doc
Resolution No. 04-199
Page 2
It was moved by Champion and seconded by D' Donne 11 the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT: ABSTAIN:
X Bailey
X Champion
X Elliott
X Lehman
X O'Donnell
X Vanderhoef
Wilburn X
----- "-- "-.-.-.----,..... . ---- ~---_._._-_.-. "- - -_.__._'-~---......---
: '..r'
J
City of Iowa City
--"._~_..~
MEMORANDUM --
DATE: July 1, 2004
TO: City Council
FROM: Steven Nasby, Community and Economic Development coordinato~t1
RE: Recommendation on CDBG Economic Development Funding -
Oasis Falafel, LLC
Oasis Falafel, LLC is currently a home-based business that is expanding into a storefront
located at 206 N. Linn Street. Oasis Falafel will provide fresh falafel, Mediterranean fast
food for takeout and dine in. Employment created by this project will include one retained
job (owner) and new one full-time equivalent position.
On July 1, the City Council Economic Development Committee voted to recommend $25,000
in funding for this project. CDBG funds will be used for site improvements and equipment
purchase. The Council Economic Development Committee is recommending financing terms
for Oasis Falafel, LLC as follows:
. 4% interest rate
. 5 year amortized loan
In addition to the proposed CDBG funding, Oasis Falafel, LLC has secured $30,000 in private
equity from the owners.
A resolution approving the CDBG funds and the financing terms is on the July 6 Council
agenda for your consideration. If you have questions regarding this project or need
additional information please contact me at 356-5248. A complete copy of the application by
Oasis Falafel, LLC was available in the June 24 Council Information Packet.
,
,
Cc: City Manager
Karin Franklin, Director of Planning and Community Development
'-W -- --...--- ------....--....' _.~._.__.__._-~"
J.'
..::::::t:="/õ'e-
City of Iowa City
MEMORANDUM
DATE: July 6, 2004
TO: City Council
FROM: Steven Nasby, Community and Economic Development coordinato~'1
RE: Oasis Falafel, LLC - Updated Business Plan
Oasis Falafel, LLC has requested assistance through the City's Community Development
Block Grant (CDBG) Economic Development Fund. On July 1, the City Council Economic
Development Committee recommended approval of a $25,000 low interest loan. This item
is on Council's July 6 agenda.
During the discussion of this application, the Council Economic Development Committee
requested a more detailed marketing plan, The applicant has provided this information.
Pages 9-10 of the revised business plan (please see attached) highlight Oasis Falafel, LLC's
proposed marketing efforts.
Cc: City Manager
Karin Franklin, Director of Planning and Community Development
~/5c--
~
AP.u.øa.~
Oasis Falafel - Business Plan
Naftaly Stramer, Partner Ofer B. Sivan, Partner Ori J. Sivan, Partner
716 River Street 1025 Briar Drive 1025 Briar Drive
Iowa City, IA 52246 Iowa City, IA 52240 Iowa City, IA 52240
(319) 621-8483 (319)-331-2827 (319) 353-4837
nstramer@yahoo.com ofer@askforparts.com sivan@engineering.uiowa.edu
Prepared August 2003 by Naftaly Stramer, Ofer Sivan and Ori Sivan
Updates: June 2004, July 2004 by Naftaly Stramer and Ofer Sivan.
I
OASIS FALAFEL
206 North Linn Street, Iowa City, Iowa 52240
TABLE OF CONTENTS
GLOSSARY OF TERMS...................................................................................... 3
1 STATEMENT OF PURPOSE........................................................................ 4
~ THE BUSiNESS............................................................................................ 4
2.1 Description ............................................................................................................. 4
2.2 Onmnization Structure ........................................................................................ 5
2.2.1 Ownership................................................................................................... 5
2.2.2 Management and Personnel........................................................................ 5
2.3 Resources ............................................................................................................... 5
2.3.1 Accountant................,................................................................................. 5
2.3.2 Insurance.......................,............................................................................. 5
2.3.3 Legal..........................,......................................................................,......... 6
2.3.4 Banking....................................................................................................... 6
2.3.5 Other: Consultants............................. ......................................................... 6
2.4 Products ................................................................................................................. 6
2.4.] Menu........................................................................................................... 7
2.4.2 Names of Suppliers: .................................................................................... 7
~ MARKETING ................................................................................................ 7
3.1 Client Base ............................................................................................................. 7
3.2 Location ................................................................................................................. 8
3.3 Competitors ........................................................................................................... 8
3.4 Advertisement & Promotion................................................................................ 9
3.4.] Local Newspapers and Resources............................................................. 9
3.4.2 Other Methods ............................................................................................ 9
3.4.3 Promotions. ............................................................................................... ] 0
3.4.4 Online........................................................................................................ 10
~ FINANCIAL DOCUMENTS......................................................................... 11
4.1 Summarv of Financial Needs ............................................................................. 11
4.2 Sources and Uses of Funds............................................................................... ..11
4.3 Start-up Costs. Cash Flow and Balance Sheet ................................................. 12
2
OASIS FALAFEL
206 North Linn Street, Iowa City, Iowa 52240
.~.. -- - ._. _,._._~..~. _..-_. _., m_.._"
4.4 Two-vear Income Proiection.............................................................................. 18
4.5 Break-Even Analvsis........................................................................................... 19
-ª A TT ACHMENTS ......................................................................................... 20
5.1 Menu + Sales (estimated)....................................................................................20
5.2 Cost of Labor (estimated)...................................................................................21
5.3 Amortization Table for $25000.00 Loan at 4% (CDBG) ................................ 22
Glossary of Terms
Hummus: A flavorful dip of chickpeas and sesame-seed paste (tehina).
Palafel: Deep-fried balls of ground chickpeas
Baba Ganoush: Roasted eggplant mixed with tehina sauce.
Tehina: Sesame seed paste.
Mediterranean Salad: A refreshing course of finely chopped tomatoes, cucumbers and
onions, with oil and a hint of coriander and parsley.
ETYMOLOGY: Arabicfatãfil, pI. offilfil, pepper, probably from Sanskrit pippalï. See
pepper.
ETYMOLOGY: Modem Greekpë"tta, pita, pie, cake, bread.
3
OASIS FALAFEL
206 North Linn Street, Iowa City, Iowa 52240
1 Statement of Purpose
Oasis Falafel provides fresh falafel, Mediterranean fast food for takeout and dine-in.
Freshly made foods such as hummus, baba ganoush, Mediterranean salad, Shish/Chicken
Kabob, tehini and some Mediterranean desserts will be sold as well as French fries and
cold beverages. All ingredients are served inside fresh pita (pocket bread) or in a plate for
dine-in.
Oasis Falafel is at 206 North Linn Street in an area with a few famous local restaurants
like the Hamburg Inn and Linn Street Café. Oasis Falafel will serve as a destination for
hungry people and an attractive option for pedestrian traffic. The area businesses serve
the University ofIowa students, faculty and staff, and other Iowa City citizens who work
and pass through the downtown area. Normal hours of operation are Monday to Sunday,
II AM to 9PM. Oasis Falafel will cater to late night patrons with late night hours
Thursday to Saturday, II PM - 2 AM.
Oasis Falafel L.L.c. owns Oasis Falafel. The partners of Oasis Falafel L.L.C are Naftaly
Stramer (50%), Ofer B. Sivan (40%) and Ori J. Sivan (10%). Oasis Falafel is seeking
funding to be used to purchase kitchen equipment, cover remodeling cost, working
capital and line of credit.
2 The Business
2.1 Description
A unique Vegetarian Mediterranean style cuisine, Oasis Falafel provides original, freshly
made falafel, hummus and baba ganoush (Mediterranean style eggplant), and
Mediterranean salad, all served in a pita pocket bread. Cold soft drinks will also be sold.
Oasis Falafel will be a take-out and dine-in establishment. Delivery of the products in
bulk for individuals or organizations will be part of the services offered.
Falafel, hummus and baba ganoush are the favorite foods of the masses in Mediterranean
countries because of their economical deliciousness. In Israel, for example, people eat
falafel standing at small falafel shops at every major comer of every city. Falafel is made
from fresh and healthy ingredients with every order.
Normal operation hour are Monday to Sunday, 11 AM to 9PM. To serve the late-night
population, Oasis Falafel will add special late-night hours on Thursday - Saturday from
II PM-2AM.
4
OASIS FALAFEL
206 North Linn Street, Iowa City, Iowa 52240
"--rr- .- .. ~, .'-__._'H_· ---..............."---_.._._._-~-_._---- ----.. -
2.2 Organization Structure
2.2.1 Ownership
Naftaly Stramer (48), Ofer Sivan (26), and Ori Sivan (28) are the owners of Oasis Falafel
L.L.C. Naftaly Stramer is a 23-year veteran of the Information Technology industry. For
the four years ftom 1999 to 2003, Naftaly has served as Vice President of Software
Engineering and Quality Assurance. Naftaly brings his executive experience to the
partneTship which includes, but is not limited, to managing a large staff and handling
annual budgets of$8M - $IOM. Naftaly also brings 10 years of direct involvement in
Quality Assurance, which will be a huge plus for the business.
Ofer Sivan is a recent graduate of the University ofIowa with a degree in Electrical and
Computer Engineering. Ofer has applied his engineering studies and creativity working at
the U ofI school of Music Recording Studio and at WSUI AM 910. Ofer Sivan will soon
leave a position at Engineered Building Design L.L.c., of Washington lA, to begin work
on Oasis Falafel full-time.
Ori Sivan has dreamed of opening a falafel stand for over 10 years. The original concept
and business plan for Oasis Falafel was drafted in 1994. Ori has extensive experience in
organizing and financing (fundraising for) community events including: 40th Annual Paul
D. Scholz Symposium (University ofIowa) and The Society of Hispanic Professional
Engineers Midwestern Expo 2003. After working this summer at an engineering firm in
Illinois, Ori Sivan will begin his graduate degree in Environmental Engineering at
Northwestern University, in Wilmette Illinois.
2.2.2 Management and Personnel
Both Naftaly Stramer and Ofer Sivan will act as Owners/Managers. Oasis Falafel plans to
hire additional help, which will accumulate to 1.5 - 2.5 full time equivalent (FTE)
2.2.2.1 Duties and Responsibilities of Managers
Managers will be responsible for purchasing, receiving, scheduling employees, cooking,
prepping, serving and sales, and cleaning. When the business is performing well and is
profitable, Oasis Falafel will hire a full time manager to run the business.
2.2.2.2 Duties and Responsibilities of Employees
Employees will be responsible for cooking, prepping, serving and sales, and cleaning.
2.3 Resources
2.3.1 Accountant
Robert Rehfuss CPA PLC of Coralville provides accounting services.
2.3.2 Insurance
John Raley Insurance Office provides insurance
5
OASIS FALAFEL
206 North Linn Street, Iowa City, Iowa 52240
._-< "- -.... - ..--.---..~--- --~-----,._------_.._-
2.3.3 Legal
Oasis Falafel's attorney is Bruce Haupert ofthe Iowa City law firm Leff, Haupert, Traw
& Willman.
2.3.4 Banking
TBD
2.3.5 Other: Consultants
MT. Paul Heath, Director of The University of Iowa Small Business Development Center is
helping with directing us to small business resources. Mr. Heath's knowledge and
experience is a great resource in developing this business plan.
Oasis Falafel uses Mr.l Mrs. Jacques and Dani Zrihen, present owners of HaShalom
Restaurant, as consultants and mentors. HaShalom Restaurant is a Mediterranean
restaurant located in Chicago and has operated under Jacques's ownership and active
management fOT the past 15 years. The Chicago Sun-Times, the Chicago Tribune, and
WBBM News Radio AM 780, among others, review Jacques and Dani regularly.
MT. David Burt, owner and manager of the Red Avocado restaurant in Iowa City is
helping as a cultural advisor on mailers related to the vegetarian and vegan communities
ofIowa City.
2.4 Products
Falafel sandwiches are the main product to be sold at Oasis Falafel. This hot, tasty, and
healthy meal is filling and inexpensive. As described in more detail below, the low cost
of ingredients and their long shelflife, allow Oasis Falafel to operate with little overhead
and high profit margin.
The basic falafel sandwich and accompanying salads are high profit margin products;
sales of these products will provide Oasis Falafel with a reliable income. Oasis Falafel is
also prepared to be flexible to customer demand and expand its operation to provide more
products and services. Oasis Falafel is prepared to add a host of salads to its menu and is
planning to do so by offering a "Salad of the Day" and/or "Soup of the Day" and gauging
customer response. Oasis Falafel is also prepared to begin catering and/or offering
delivery service should sufficient customer demand develop. Sales of salads in bulk (1/2
lb to 1 lb) are a high profit-margin activity, which Oasis Falafel plans to commence
shortly after opening.
The table below (2.4.1) shows the ingredients and sale price for all food items.
6
OASIS FALAFEL
206 North Linn Street, Iowa City, Iowa 52240
- ..--.
2.4.1 Menu
Sale
ITEM Price
All items comes in Pita + Middle East style Salads + Vegetables + Thini Sauce
Hummus $3.25
Baba Ganush $3.50
Half size Falafel + Hummus $2.75
Falafel + Hummus $3.75
Falafel + Baba Ganush $4.00
SaladNegetables only $3.00
Falafel + Hummus (Night Sales - Th, Fri, Sat) $3.75
Hummus plate (all plates are small) $3.25
Shiek's platter (5 falafel+hummus+pita+salad) $6.00
Drinks - Coke Products $1.25
Juice $1.50
Bottled Water $1.50
Potato Chips $1.00
The above ingredients will be supplied by a variety of suppliers, to insure steady flow of
ingredients and to find the most competitive prices.
2.4.2 Names of Suppliers:
Hawkeye Food Service Food, Equipment, Supplies
HyVee Food Food, Supplies
Wal-Mart Food Supplies
Sam's Club Food, Supplies
North Shore Bakery Food
AI-Kvam Food
3 MARKETING
3.1 Client Base
University ofIowa affiliates, local business people, and shoppers comprise the client base
for Oasis Falafel. The University of Iowa (UI) has almost 30,000 students and 10,000
employees. Majority of students and employees are in downtown Iowa City several days
a week. Downtown Iowa City serves as a retail and service center to many more people
that are not affiliated with the UI. Mercy hospital, located mere blocks from Oasis
7
OASIS FALAFEL
206 North Linn Street, Iowa City, Iowa 52240
'''11' --- -- -. -..-."..---.-........-..-.--
Falafel, employs more than 1400 people.
(http://www.mercyic.org/Employment/departmental_ detail.cfin ?recordID= 16)
Falafel is a well-known food that will attract a diverse customer base. Falafel vendors are
common in many countries in the world, including Europe. We plan to attract many of
the UI's international students and faculty. Falafel is also well liked by young Americans
because of its healthy ingredients. We believe that this will attract the general student
population searching for a fresh and healthy lunch alternative.
Falafel is also 100% vegetarian and is fact Vegan. This is expected to attract those in the
local community that have stringent eating habits for moral, religious, or health-related
reasons.
The demand for Eastern and Mediterranean foods is demonstrated by the fact that there
are many Eastern and Asian marketslgrocers (East West, Afto-Asian, Aoeshe, etc.) and
restaurants featuring ethnic foods in Iowa City and Coralville. In general, there is a clear
demand for ethnic foods as evidenced by the presence of many Mexican, Chinese,
Japanese and Sushi, Thai, and Vietnamese restaurants.
3.2 Location
Oasis Falafel's downtown Iowa City location is one of its prime attractions. Oasis
Falafel is located at 206 North Linn Street in an area with a few famous local restaurants
like the Hamburg Inn and Linn Street Café. Oasis Falafel will serve as a destination for
hungry people and an attractive option for pedestrian traffic. The area businesses serve
the University of Iowa students, faculty and staff, and other Iowa City citizens who work
and pass through the downtown area. Adjacent to 206 North Linn is a large student
housing area, which is expected to increase sales at Oasis Falafel.
Iowa City bar patrons are a great source of business to existing food stores in the
downtown area. Oasis Falafel plans to operate late hours on Thursday - Saturday from II
PM - 2 AM. With minimal advertisement, due to Oasis Falafel's prime location, we will
be able to serve economical Mediterranean cuisine at a high profit margin.
3.3 Competitors
Oasis Falafel's main direct competitor in the Iowa City downtown area is the Pita Pit.
The Pita Pit serves falafel, humus and baba ganoush in a pita wrap. Pita Pit falafel is
delivered frozen ftom Canada, de-ftosted, and cooked on a hot surface. This adversely
affects the quality ofthe food. The food at Oasis Falafel is prepared using ftesh
ingredients daily, which adds an authentic Mediterranean touch. We believe that our
ftesh, authentic cuisine will attract 60-70% of Pita Pit's falafel clientele.
Aladdin is a Middle-Eastern restaurant located at Coralville. We do not see Aladdin as a
direct competitor as Oasis Falafel and Aladdin cater to a different crowd. Other area
8
OASIS FALAFEL
206 North Linn Street, Iowa City, Iowa 52240
restaurant does not serve falafel but does serve fast, economical lunch fare just a short
distance away rrom our location. Since non-vegetarians enjoy falafel as much as
vegetarians, Oasis Falafel draws both vegetarians and non-vegetarians rrom these
restaurants. We estimate that we can attract at least 25% oftheir clients. Falafel is food
for everyone. First time patrons who eat falafel often don't even realize that there is no
meat inside the sandwich.
There are few exclusively vegetarian (diary with no animal flesh) selections in downtown
Iowa City (Mas ala) and only one Vegan restaurant (The Red Avocado) with a high priced
menu, located a several blocks away rrom the heart of downtown, Oasis Falafel will be
the only restaurant in downtown Iowa City to offer economical Vegan Cuisine.
3.4 Advertisement & Promotion
Oasis Falafel will use local Tesources and other self promotion methods for its
advertisement and promotion campaigns. All advertisements will include both an
advertisement and a discount coupon with a unique code. The unique code will help to
evaluate the efficiency of the campaign and will determine to amount of advertisement
budget spent within this campaign. Some ofthe resources and methods are listed below.
3.4.1 Local Newspapers and Resources
· The Daily Iowan (01). The DI's circulation is 19,500 during the school year and
11,500 during summer session. Seventy percent of the DI's circulation is in the 52242
and 52240 zip code area. We anticipate the majority of Oasis Falafel's client base
coming rrom these two zip code areas. Oasis Falafel will advertise with the DI twice a
week fOT the first four to six month after opening and once a week thereafter. Oasis
Falafel will also advertise in one or more of the Dl's special additions during the year
of which the first one will be the UI special edition at the beginning of fall semester.
· The Add Sheet. The Add Sheet is distributed weekly rree of charge to 24,000 people.
Sixty percent ofthe distribution is in the downtown/UI campus area, which is Oasis
Falafel's main client base area. Oasis Falafel will use the Add sheet as a weekly
advertisement resource for the first four to six month after opening and bi-weekly
thereafter.
· The Little Village Magazine. Little Village is a monthly news and entertainment
magazine distributed rree of charge throughout the Iowa City area at the beginning of
every month. Little Village editorial focus is the news, culture and art of Iowa City
and Iowa at large. We estimate that part of the magazine readers is within Oasis
Falafel's client base.
3.4.2 Other Methods
· Flyers. Oasis Falafel will distribute flyers with both an advertisement and a discount
coupon at the student dorms and area apartments, and the Greek rraternity/sorority
housing in the Iowa City downtown area. Distribution will be done at the beginning
offall and Spring Semesters and a few times in between. Distribution will also be
made during special events like Hawkeye football home games.
9
OASIS FALAFEL
206 North Linn Street, Iowa City, Iowa 52240
· Word of mouth I close social circle of the owners and their families. The owners
of Oasis Falafel are very well known within the Iowa City community. The close
social circle of the owners is helping with advertising the business, which is causing a
lot of anticipation for the opening date. Iowa City has a highly concentrated
population, centered about downtown and word of mouth travels very quickly. This is
a very efficient and ITee method of advertisement.
· KSUI/WSUI. Oasis Falafel is looking into buying sponsorship ofprogram(s) with the
local National Public Radio affiliates (KSUIIWSUI).
· Sponsorship of local events. Oasis Falafel will sponsor or participate in local events
for non-profit and for-profit organizations. For non-profit organizations Oasis Falafel
will offer a donation often percent of the profit ITom the event to the organization.
3.4.3 Promotions.
· Oasis Falafel plans to employ punch cards, whereby each customer gets a ITee falafel
sandwich for every ten purchased at full price. This system rewards our regular
customers and shows our appreciation for their business.
· Oasis Falafel will offer its clients to register to a client database. Clients giving their
birth date will get via email or regular mail a discount coupon that they can use on
their birthday. Other promotions will be sent via email or regular mail to the client
base.
· Oasis Falafel will spread its name by selling t-shirts, hats and aprons with its logo and
name.
· Oasis Falafel will participate in local eventslfestivals like the Iowa City Arts and Jazz
festivals. In the last month, Oasis Falafel participated in the 2004 Arts and Jazz
festivals with great success. This was a great way to get the potential client base taste
a variety ofthe food and promote the name and opening of the restaurant.
· The Press Citizen already published two articles about Oasis Falafel, the latest one at
the end of June. We hope to have another article shortly after the opening day. We are
working with the Daily Iowan to follow the opening date with its own story.
3.4.4 Online
In order to create a falafel community and to obtain customer feedback and opinions, we
plan to operate a website in which people can make comments and suggestions and ask
questions. To encourage feedback ITom customers, Oasis Falafel plans to make
downloadable coupons available to those who provide comments, suggestions or
feedback to the website.
10
OASIS FALAFEL
206 North Linn Street, Iowa City, Iowa 52240
'~' ..-, -------- -..---..-...---...p------.- . .
4 Financial Documents
4.1 Summary of Financial Needs
Oasis Falafel is seeking a $25,000 SBA APPROVED LOANS to help with:
Start-up cost:
· Kitchen and other equipment needs.
· Remodeling the existing space.
Ongoing Working capital:
· Wages and Payroll taxes
· Advertisement and promotions
· Cost of goods sold and miscellaneous expenses.
4.2 Sources and Uses of Funds
Use of Funds Source of Funds
Activity Cost A B C D
Leased Space Remodeling $10,000 $5,000 $5000 $0
Equipment + Supplies $35,000 $15,000 $20,000 $0
Operations +Working $10,000 $10,000 $0 $0
Capital + Line of Credit
Total $55,000 $30,000 $25,000 $0
Sources:
A - Owners Investment
B - City ofIowa City Community Development Block Grant Program grant/loan
C - Bank. loan - TBD (As of now, Oasis Falafel will not seek any commercial loan.)
11
OASIS FALAFEL
206 North Linn Street, Iowa City, Iowa 52240
.-., . ----
4.3 Start-up Costs, Cash Flow and Balance Sheet
Start-Up Costs
Equipment $8,930
Licenses and filings $400
LLC filings and Legal $1,000
Accounting $500
Remodeling $10,000
Starting Inventory $2,629
Advertising $3,000
Rent (First month + Security deposit) $3,250
Existing kitchen equipment and other content $25,000
Total Start-Up Costs $54,996
Equipment List Price
Capital Expenditure
Sandwich Top Refrigerated Station $1,700
Counter Protector (SneezeGard) $650
Caster, 6" $75
Back Cover (60") $400
5 Year Compressor Warranty $75
Cash Register $300
Pots & Pans $450
Heating Lamp $100
Message Board $30
Blender (1 GAL) $750
Meat Grinder $800
Cutlery $100
Sign (indoor + outdoor) $3,000
Sub Total (Capital Expeuditure) $8,430
Sub Total (Supplies) $500
Total $8,930
12
OASIS FALAFEL
206 North Linn Street, Iowa City, Iowa 52240
.~ -_. -....--.....-, _.,-_...__..._......~"'..._.._.. ..-.-,.,-.--- -
13
OASIS FALAFEL
206 North Linn Street, Iowa City, Iowa 52240
-". '.--. ...., ---.......-- .. .----.-.----.-----..------- ---
1. CASH ON HAND (end of year) $28,968
2. CASH RECEIPTS
(a) Cash Sales $222,801
(b) Collection from Credit Accounts $0
(c) Loan or other Cash Injection $0
3. TOTAL CASH RECEIPTS $222,801
4. TOTAL CASH AVAILABLE $44,604
5. CASH PAID OUT
Cost of Goods Sold $33,237
(a) Purchases (Merchandise) $0
(b) Gross Wages (Excluding Withdrawals) $99,232
(c) Payroll Expenses (Taxes, etc.) $14,885
(d) Outside Services $0
(e) Supplies (Office & Operation) $0
(f) Repairs and Maintenance $2,400
(g) Advertising $9,600
(h) Car, Delivery & Travel $0
(i) Accounting & Legal $2,200
U} Rent (Fix + other)} $19,500
(k) Telephone $900
(I) Utilities $6,000
(m) Insurance $3,000
(n) Taxes (Real Estate, etc.) $0
(o) Interest $916
(p) Other Expenses (specify each below). $0
(q) Miscellaneous (Unspecified) $0
SUBTOTAL: $155,633
(s) Loan Principal Payment $4,609
(t) Capital Purchases (specify each) $0
(u) Other Start-Up Costs $0
(v) Reserve andlor Escrow (Specify) $0
(w) Owner's Withdrawal $0
6. TOTAL OPERATION EXPENSES $160,242
(Total 5a thru 5w)
6. TOTAL CASH PAID OUT (operating $193,479
expenses + cost of goods sold)
7. YEAR END PROFIT (LOSS) $29,322
(3 minus 6)
8. CASH POSITION AT YEAR END $29,326
(4 minus 6)
Ratio Analysis
Labor to Revenue Ratio 51%
14
OASIS FALAFEL
206 North Linn Street, Iowa City, Iowa 52240
Cash Flow Year 2 (Estimated) Estimated
Total Year 2
1. CASH ON HAND (end of year) $63,031
2. CASH RECEIPTS $0
(a) Cash Sales $231,177
(b) Collection from Credit Accounts $0
(c) Loan or other Cash Injection $0
3. TOTAL CASH RECEIPTS $231,177
4. TOTAL CASH AVAILABLE $78,666
5. CASH PAID OUT $0
Cost of Goods Sold $33,237
(a) Purchases (Merchandise) $0
(b) Gross Wages (Excluding Withdrawals) $99,232
(c) Payroll Expenses (Taxes, etc.) $19,846
(d) Outside Services $0
(e) Supplies (Office & Operation) $0
(f) Repairs and Maintenance $2,400
(g) Advertising $6,600
(h) Car, Delivery & Travel $0
(i) Accounting & Legal $2,200
G) Rent (fixed + other) $19,500
(k) Telephone $900
(I) Utilities $6,000
(m) Insurance $3,000
(n) Taxes (Real Estate, etc.) $0
(0) Interest $733
(p) Other Expenses (specify each below). $0
(q) Miscellaneous (Unspecified) $0
SUBTOTAL: $160,412
(s) Loan Principal Payment $3,796
(t) Capital Purchases (specify each) $0
(u) Other Start-Up Costs $0
(v) Reserve and/or Escrow (Specify) $0
(w) Owner's Withdrawal $0
6. TOTAL OPERATION EXPENSES $13,276
(Total 5a thru 5w)
6. TOTAL CASH PAID OUT (operating $197,445
expenses + cost of goods sold)
7. YEAR END PROFIT (LOSS) $33,732
(3 minus 6)
8. CASH POSITION AT YEAR END $63,058
(4 minus 6)
Ratio Analysis
Labor to Revenue Ratio 52%
15
OASIS FALAFEL
206 North Linn Street, Iowa City, Iowa 52240
IBalance Sheet - Year 1 (Estimated)
Estimated
Start-Up Estimated
Position Year
Aug-04 End
Assets
Current Assets:
Cash $2,041 $30,677
Marketable Securities $0 $0
Accounts Receivable (Net) $0 $0
Total Cu rrent Assets $2,041 $30,677
Fixed Assets:
Equipment $33,930 $33,930
Leasehold improvement $10,000 $10,000
Inventory $2,879 $2,303
Less: Accumulated Dep. $0 $0
Total Fixed Assets $46,809 $46,233
Other Assets $3,000 $3,000
Total Assets $51,850 $79,911
Liability
Current Liabilities:
Accounts Payable $0 $0
Notes Payable (this year) $0 $5,525
Other: $0 $0
Total Current Liabilities $0 $5,525
Non-Current Liabilities:
Long-Term Debt $25,000 $20,391
Less Notes Payable (this year) $0 $5,525
Other: $0 $0
Total Non-Current Liabilities $25,000 $14,866
Total Liability $25,000 $20,391
Equity
Owners Investment $30,000 $30,000
Retained Eamings $0 $28,636
Total Equity $30,000 $58,636
Total Liability + Equity $55,000 $79,028
16
OASIS FALAFEL
206 North Linn Street, Iowa City, Iowa 52240
- ~ ,.....-----,.,.
I Balance Sheet - Year 1 (Estimated)
Estimated Estimated
year start Year
Aug-05 End
Assets
Current Assets:
Cash $30,677 $63,485
Marketable Securities $0 $0
Accounts Receivable (Net) $0 $0
Total Current Assets $30,677 $63,485
Fixed Assets:
Equipment $33,930 $33,930
Leasehold improvement $10,000 $10,000
Inventory $2,303 $2,303
Less: Accumulated Dep. $0 $0
Total Fixed Assets $46,233 $46,233
Other Assets $0 $0
Total Assets $76,911 $109,718
Liability
Current Liabilities:
Accounts Payable $0 $0
Notes Payable (this year) $460 $5,525
Other: $0 $0
Total Current Liabilities $460 $5,525
Non-Current Liabilities:
Long-Term Debt $20,391 $15,595
Less Notes Payable (this year) $460 $5,525
Other: $0 $0
Total Non-Current Liabilities $19,931 $10,070
Total Liability $20,391 $15,595
Equity
Owners Investment $30,000 $30,000
Retained Earnings $28,636 $61 ,444
Total Equity $58,636 $91,444
Total Liability + Equity $79,028 $107,038
17
OASIS FALAFEL
206 North Linn Street, Iowa City, Iowa 52240
nrr _ __ .·._....m..~....__ -,_._-- -,.,. -~ -'-'-"--~~-'-'--'---'-'---'-
Finacial Results - Year 1 I Finacial Results· Year 2
$35,000 $70,000
$30,000 $60,000
$25,000 $50,000
$20,000 $40,000
$15,000 $30,000
$10,000 $20,000
$5,000 $10,000
$0 $0
~ '" M V on "' .... '" '" 0 ~ N
'" '" '" ;¡ '" '" '" '" '" ~ ~ ~ ($10,000) _
ë ë ë ë ë ë ë ë '" '" '"
c ë ë ë ë ë ë ë ë ë ë ë '" '" '"
0 0 0 0 0 0 0 0 0 c ë ë ë
::E ::E ::E ::E ::E ::E ::E ::E ::E 0 0 0 0 0 0 0 0 0 0 0 0
::E ::E ::E ::E ::E ::E ::E ::E ::E ::E ::E ::E 0 0 0
::E ::E ::E
,-+-Income (Loss) ___ Net Sales Month End Balance-1 l::!___r~~~e (LOS~L_~-N~t Sales Month End Balance
4.4 Two-year Income Projection
Totals
STATEMENT OF INCOME FORCASTED Year 1
Net Sales $219,864 100.00%
Cost of Goods Sold $32,823 14.93%
Gross Profit $187,041 85.07%
Operating Expenses $158,404 72.05%
Operating Income (Loss) $28,636 13.02%
Depreciation $0 0.00%
Income (Loss) before Income Taxes $28,636 13.02%
Federal and State Income Taxes $0 0.00%
Net Income (Loss) $28,636 13.02%
Totals
RETAINED EARNINGS FORCASTED Year 1
Be9inning Balance $0
Owner Draw $0
Add Net Income (Loss) $28,636
Ending Balance $28,636
18
OASIS FALAFEL
206 North Linn Street, Iowa City, Iowa 52240
..
Totals
STATEMENT OF INCOME FORCASTED Year2
Net Sales $228,129 100.00%
Cost of Goods Sold $32,823 12.41%
Gross Profit $195,306 87.59%
Operating Expenses $162.499 55.74%
Operating Income (Loss) $32,807 31.86%
Depreciation $0 0.00%
Income (Loss) before Income Taxes $32,807 31.86%
Federal and State Income Taxes $0 0.00%
Net Income (Loss) $32,807 31.86%
Totals
RETAINED EARNINGS FORCASTED Year2
Beginning Balance $28,636
Owner Draw $0
Add Net Income (Loss) $32,807
Ending Balance $61,444
4.5 Break-Even Analysis
\I) $240
"C
:;¡ $220
\I)
~ $200 I
.<:
I- $180 I-Total Sales !
!
$160 - Fixed Cost !
$140 Variable Cost'
$120
$100
$80
$0 $50 $100 $150 $200 $250
Thousands
19
OASIS FALAFEL
206 North Linn Street, Iowa City, Iowa 52240
5 Attachments
5.1 Menu + Sales (estimated)
D:ily D:ily IVbrtIiy NbrthIy
Sale Sales (# D:ily Q:ISt d Sales (# IIIbrtIiy Q:ISt d
ITEM Price urits) Sales ($) Item; ($) urits) Sales ($) Item; ($;
All item; cales in Pita + Mdcle
East style Salads + VecjEtalJles +
Thini 5aJœ
ttmrus $3.00 8 ø $2.00 218 $764 $74.~
BiÐa Grush $3.00 7 $25 $3.77 187 ~ $œ.C
FalcteI + ttmrus $3.75 68 $257 $31.01 1778 $6,æ:¡ $003.~
FalcteI + BiÐa Grush $4.00 8 $34 $4.58 218 $874 $119.C
SalacWeg..Y .es any $3.00 8 $25 $2.51 218 ~ $)5.~
FalcteI + ttmrus (f',I~ Sales -
1h, Fri, Så - CM!Iaged D:ily) $3.75 2B $100 $10.81 733 $2,700 $281.(
Total food item; 129 476 $55.54 3354 $12,æ7 $1,4<1
Dim; - Q)ke ProdIICts $1.00 103 $156 $4167 2683 $4,025 $537.~
Pååo Q1iIE $1.00 13 $13 $1.29 310 $310 gæ.~
Totals 245 $643 tr1 6347 $16,701 $2,01
Sales Fæta- 1.2
20
OASIS FALAFEL
206 North Linn Street, Iowa City, Iowa 52240
,-,- ..-.-....--......-.-...-.-....-- _.~--- --'-----"..--. --- ~-----_...
5.2 Cost of Labor (estimated)
MAN =Manager/Partner(Naftaly Stramer) $35,000.0 AMN =ManageT/Partner (Ofer) 35,000
PTS =Part Time Staff - TBH $7.0 SMAN=Night ManageT - TBH $8.0
Weekday staff Saturday staff
Hours Ståff 0:>' Staff
.... C~st($) Cost ($)
10 -11 MAN + AMN + PTS 7 10-11 MAN + PTS+PTS 14
11 - 12 MAN + AMN + PTS 7 11 -12 MAN + PTS+PTS 14
12 -13 MAN + AMN + PTS 7 12 -13 MAN + PTS+PTS 14
13 -14 MAN + AMN + PTS 7 13 -14 MAN + PTS+PTS 14
14 - 15 MAN + AMN + PTS 7 14 -15 MAN + PTS+PTS 14
15 - 16 MAN + AMN + PTS 7 15 -16 MAN + PTS+PTS 14
16 - 17 MAN + AMN + PTS 7 16 - 17 MAN + PTS+PTS 14
17 -18 MAN + AMN + PTS 7 17 -18 MAN + PTS+PTS 14
18 -19 MAN + AMN + PTS 7 18 -19 MAN + PTS+PTS 14
19-20 MAN + AMN + PTS 7 Totals 126
20 - 21 MAN + AMN + PTS 7
Totals 77
Sunday staff Night staff
Hours Staff ..uuu.~ Staffing Staff
Cost($) Cost ($)
11- 12 MAN + PTS+PTS 14 22 - 23 SMAN + PTS + PTS 22
12 -13 MAN + PTS+PTS 14 23 - 00 SMAN + PTS + PTS 22
13 -14 MAN + PTS+PTS 14 00 - 01 SMAN + PTS + PTS 22
14 - 15 MAN + PTS+PTS 14 01 - 02 SMAN + PTS + PTS 22
15 - 16 MAN + PTS+PTS 14 02 - 03 SMAN + PTS + PTS 22
16 - 17 MAN + PTS+PTS 14 Totals 110
17 - 18 MAN + PTS+PTS 14
Totals 98
Total Labor Cost (Monthly) $8,269
21
OASIS FALAFEL
206 North Linn Street, Iowa City, Iowa 52240
5.3 Amortization Table for $25000.00 Loan at 4% (CDBG)
Amortization Table for $25000.00 Loan at 4% (CDBG)
Mont 9 10 11 12 1 2 3 4 5 ¡
Ve. 2004 2004 2004 2004 2005 2005 2005 2005 2005 20
Payment 1$ 460.41 460.41 460.41 460.41 460.41 460.41 460.41 460.41 460.41 460
PrJnclpa 377.08 378.34 379.6 380.86 382.13 383.41 384.68 385.97 387.25 388
Paid 1$
Interest Paid ($ 83.33 82.08 80.82 79.55 78.28 77.01 75.73 74.45 73.16 71.
Tola 83.33 165.41 246.23 325.77 404.06 481.06 556.79 631.24 704.4 776
Interest(S
Balance(S 24622.92 24244.58 23864.99 23484.12 23101.99 22718.58 22333.9 21947.93 21560.68 2117
Mont 9 10 11 12 1 2 3 4 5 ¡
Vea 2005 2005 2005 2005 2006 2006 2006 2006 2006 20
Payment ($ 460.41 460.41 460.41 460.41 460.41 460.41 460.41 460.41 460.41 460
Principa 392.44 393.75 395.06 396.38 397.7 399.03 400.36 401.69 403.03 404
Paid ($
Interest Paid ($ 67.97 66.66 65.35 64.03 62.71 61.39 60.06 58.72 57.38 56.
Tola 984.08 1050.75 1116.1 1180.13 1242.84 1304.23 1364.28 1423 1480.39 1531
Interest ($
Balance ($ 19998.71 19604.96 19209.9 18813.52 18415.82 18016.79 17616.44 17214.74 16811.71 1640
Month 9 10 11 12 1 2 3 4 5 f
Vea 2006 2006 2006 2006 2007 2007 2007 2007 2007 20
Payment ($ 460.41 460.41 460.41 460.41 460.41 460.41 460.41 460.41 460.41 460
Princlpa 408.43 409.79 411.16 412.53 413.9 415.28 416.67 418.06 419.45 420
Paid 1$
Interest Paid ($ 51.98 50.62 49.25 47.88 46.51 45.13 43.74 42.36 40.96 39.
Tola 1696.44 1747.06 1796.31 1844.2 1890.71 1935.83 1979.58 2021.94 2062.9 210:
Interest(S
Balance ($ 15186.11 14776.32 14365.16 13952.63 13538.73 13123.44 12706.77 12288.72 11869.27 1144
Mont 9 10 11 12 1 2 3 4 5 f
Vea 2007 2007 2007 2007 2008 2008 2008 2008 2008 20
Payment ($ 460.41 460.41 460.41 460.41 460.41 460.41 460.41 460.41 460.41 460
Principa 425.07 426.49 427.91 429.34 430.77 432.2 433.64 435.09 436.54 437
Paid ($
Interest Paid ($ 35.34 33.92 32.5 31.08 29.65 28.21 26.77 25.32 23.87 22.
Tola 2212.72 2248.64 2279.15 2310.22 2339.87 2368.08 2394.85 2420.17 2444.05 2461
Interest ($
Balance(S 10177.44 9750.95 9323.04 8893.7 8462.93 8030.73 7597.09 7162 6725.48 628:
Mont 9 10 11 12 1 2 3 4 5 f
Vea 2008 2008 2008 2008 2009 2009 2009 2009 2009 20
Payment 1$ 460.41 460.41 460.41 460.41 460.41 460.41 460.41 460.41 460.41 460
Prlncipa 442.39 443.86 445.34 446.83 448.32 449.81 451.31 452.82 454.33 455
Paid ($
Interest Paid ($ 18.02 16.55 15.07 13.58 12.1 10.6 9.1 7.6 6.09 4.1
22
OASIS FALAFEL
206 North Linn Street, Iowa City, Iowa 52240
"'-'-W- _._._'--,----~-~.~-----"._._._-,._-,._. --.--------. ~_n
I Tola 2524.94 2541.49 2556.56 2570.14 2582.24 2592.84 2601.94 2609.54 2615.63 262
Inter..t($
Balance ($) 4964.7 4520.83 4075.49 3628.66 3180.35 2730.53 2279.22 1826.41 1372.08 916
23
OASIS FALAFEL
206 North Linn Street, Iowa City, Iowa 52240
-~ - ~ ..---.- ._-_..-~--~----~--,----_._-~---_..._----- .-,...,.,.-........-