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HomeMy WebLinkAbout2005-01-27 Info Packet~ CITY COUNCIL INFORMATION PACKET (~ITY OF IOW2~ (~ITY January 27, 2005 www.icgov.org IP1 City Council Meetings and Work Session Agendas IP2 City Conference Board Meeting January 31, 2005 IP3 Memorandum from the Director of Planning and Community Development to City Council: Design Review I MISCELLANEOUS ITEMS IP4 Memorandum from the City Manager: Saturday Meeting with State Legislators IP5 Letter from the City Manager to Community Event and Program Funding Applicants: Notice of Budget Public Hearing IP6 ECICOG Meeting Thursday, January 27, 2005 [From Mayor Pro tem Wilburn] IP7 Police Department Use of Force Report - December 2004 IP8 Agenda Packet for: January 20 PATV Board of Directors Meeting IP9 Senior Center: Notice of Public Events for February IP10 Minutes [Approved] Scattered Site Housing Task Force: January 3, 2005 I PRELIMINARY DRAFT/MINUTES IPll Telecommunications Commission: December 20, 2004 IP12 Charter Review Commission: January 13, 2005 IP13 Charter Review Commission: January 14, 2005 IP14 Airport Commission: January 13, 2005 ~ City Council Meeting Schedule and ~ Work Session Agendas Janua~27,200~ CITY OF IOWA CITY www.icgov.org · SATURDAY, JANUARY 29 Emma J. Harvat Hall 11:30a-12:30p Special Work Session with lC Legislators re: Priorities · MONDAY, JANUARY 31 Emma J. Ha/vat Hall 6:30p City Conference Board Meeting Separate Agenda Posted Council Work Session Airport Commission - Randy Hartwig, Chair Planning and Zoning Items Design Review Agenda Items Council Appointments Council Time Identification of Priorities for Discussion · TUESDAY, FEBRUARY 1 Emma J. Harvat Hall 7:00p Regular Formal Council Meeting TENTATIVE FUTURE MEETINGS AND AGENDAS MONDAY, FEBRUARY 14 Emma J. Harvat Hall 6:30p Council Work Session · TUESDAY, FEBRUARY 15 Emma J. HarvatHall 7:00p Regular Formal Council Meeting MONDAY, FEBRUARY 28 Emma J. Harvat Hall 6:30p City Conference Board Meeting Separate Agenda Posted TBA Council Work Session · TUESDAY, MARCH 1 Emma J. Harvat Hall 7:00p Regular Formal Council Meeting · MONDAY, MARCH 21 Emma J. Ha/vat Hall 6:30p Special Council Work Session · TUESDAY, MARCH 22 Emma J. Ha/vat Hall 7:00p Special Formal Council Meeting · MONDAY, APRIL 4 Emma J. Ha/vat Hall 6:30p Council Work Session · TUESDAY, APRIL 5 Emma J. Ha/vat Hall 7:00p Regular Formal Council Meeting Meeting dates/times/topics subject to change FUTURE WORK SESSION ITEMS Regulation of Downtown Dumpsters IP2 OFFICE OF THE IOWA CITY ASSESSOR JOHNSON COUNTY ADMINISTRATION BUILDING DENNIS BALDRIDGE ASSESSOR CAROLYN BURKE DEPUTY BRAD COMER DEPUTY January 25, 2005 Dear Conference Board Member: The annual meeting of the Iowa City Conference Board for the consideration of the Iowa City Assessor's FY 2006 budget is scheduled for Monday, January 31, 2005 at 6:30 P.M. at the Iowa City Civic Center. Enclosed for your review before the meeting are: 1. The Agenda. 2. The Proposed Budget. 3. Salary Survey. 4. A copy of the March 1, 2004 minutes. 5. The 2004 Annual Report including the program division statement. There is an increase in the amount to be raised by the Assessment Expense Fund from last year's amount. The increase consists of: a. $17,200 for a 5% COLA increase in salaries, and a step raise for one employee. b. $ 9,600 for a 5% merit increase for the assessor and two deputies. c. $ 2,050 for an increase in FICA. d. $ 9,090 for an increase ~n health insurance. e. $ 100 for in increase ~n publications and subscriptions. f. $ 700 for an increase ~n schools and conferences. g. $ 200 for an increase in dues. $38,940 Total Increase This increase is offset by the following decreases: a. $ 7,250 for a decrease in IPERS, which had a one year increase for Board of Review. b. $ 5,800 for a decrease in postage, an alternate year expense. c. $ 1,300 for a decrease in printing, an alternate year expense. $14,350 Total Decrease $24,590 Net Increase 913 SOUTH DUBUQUE STREET · IOWA CITY IOWA 52240 TELEPHONE 319-356-6066 The Assessment Expense Fund levy rate will increase from .22926 to .22932. The largest increase is for salaries, with a 5% cost of living increase and a 5% merit increase for the assessor and two deputies. The cost of living increase is supported by an increase received by Johnson County administrative unit employees who work in the same building as Iowa City Assessor employees and are our closest peer group. They received 2 percent increases in July 2004 and January 2005 and will receive the same in 2005-2006. This amounts to a 4 percent increase at the end of each year for a total of 8%. Iowa City Assessor employees received a 3 percent increase in 2004-05, so an additional 5 percent increase in 2005-06 would total 8 percent. Our employees will begin to contribute an employee share to health insurance costs for the first time, family deductible was increased from $100 to $200, and the family out-of pocket maximum increased from $500 to $1000. A larger cost-of-living increase would help to offset these increases and was one reason for the larger increase in the Johnson county negotiations. The consumer price index is up 3.3 percent over the last year, which includes noticeably large increases in gasoline and heating costs. Locally, home price increases are higher than state averages. Historically, the Iowa City Conference Board and the Johnson County Conference Board have kept the salaries of the Iowa City Assessor and the Johnson County Assessor at the same level. However, when new assessors were appointed in both jurisdictions in January 2002, the Johnson County Assessor's salary was increased by 10 percent and the Iowa City Assessor's was not. The difference has remained at 10 percent since that time. One of the reasons given for no change was the lack of experience in the assessor's position. Three years have gone by and I would like to ask the conference board to reconsider. As shown by the accompanying salary survey, the Iowa City Assessor's salary has fallen tol7th highest among Iowa assessors. This is lower than several jurisdictions with smaller populations, less total assessed valuation, and less real estate activity. The chief deputy assessor has 25 years experience in the office, is the key person with our appraisal and taxation software packages, and supervises our residential appraisals. Her salary is lower than deputies with much less experience. Health insurance is projected to rise by 13%. Employees will begin to contribute an employee share for health insurance on July 1, 2005. Single policy holders will pay $5 per month and family policy holders will pay $12.50. Family deductible and family co-pay were also increased on the first of this year and drug co-pay increased from 10 percent to 20 percent on July 1, 2003. IPERS decreased dramatically because a one-time expense incurred in the current year will not be needed in the future. The assessor was required to pay the employer's share of IPERS for current Board of Review members for several previous years. Schools and conferences and equipment purchases were increased by small amounts to cover expected cost increases. Postage and printing were decreased because 2006 will not be a reassessment year and assessment rolls will only be mailed for properties with new construction. The Special Appraisers Fund adds another $1500 to the car replacement fund, and $2500 to the leave contingency fund which was depleted to pay unused vacation for retiring employees. The computer replacement fund was also replenished in the amount of $2500. These amounts are all the same as last year. The assessed value of new construction that will be taxed for the first time in FY '06 will produce nearly $17,000 for the City Assessor Expense Fund and approximately $918 for the Special Appraisers Fund. If you have any specific questions or wish to see any of the supporting documents for this budget, please feel free to phone me at the office at 356-6066 or at my home at 688-2661. Sincerely, Dennis Baldridge Iowa City Assessor Januaw 25,2005 TO WHOM IT MAY CONCERN: The Iowa City Conference Board will meet at 6:30 P.M. on Monday January 31, 2005 at the Iowa City Civic Center. The purpose of this meeting is to hold a public hearing on the Iowa City Assessor's proposed budget for FY 2006. AGENDA: 1. Call meeting to order by the Chairperson. 2. Roll call by taxing body. 3. Act on minutes of March 1,2004 Conference Board meeting. 4. Assessor presents proposed budget. 5. Discuss proposed budget. 6. Conference Board acts on proposed budget. 7. Set date for public hearing. 8. Other business. 9. Adjournment. Dennis J. Baldridge Clerk, Iowa City Conference Board ITEMIZED BUDGET - ASSESSMENT EXPENSE FUND FY 2005 FY 2006 ITEM # EXPENDITURE SALARIES 36 CITY ASSESSOR $69,560 $76,690 37 FIRST DEPUTY 59,130 65,190 37 SECOND DEPUTY 51,730 59,880 40 REAL ESTATE CLERK 40,040 42,040 40 CLERK/APPRAISER 33,330 35,000 40 CLERK/ACCOUNTING 35,830 37,620 36,37,40 LONGEVITY 2,675 2,675 TOTAL SALARIES $292,295 $319,095 OTHER EXPENDITURES 39 BOARD OF REVIEW $10,500 $10,500 41 EMPLOYER SHARE: FICA 23,170 25,220 42 EMPLOYER SHARE: IPERS 26,200 18,950 43 HEALTH INSURANCE 62,290 71,380 44 MILEAGE & AUTO 1,600 1,600 45 OFFICE SUPPLIES 3,500 3,500 46 POSTAGE 7,000 1,200 47 TELEPHONE 1,000 1,000 48 PUBLICATIONS, SUBSCRIPTIONS & DUES 600 700 49 PRINTING 1,800 500 50 APPRAISAL SERVICE 600 600 51 INSURANCE 3,500 3,500 52 SCHOOLS & CONFERENCES 7,800 8,500 53 APPEALS TO COURT & LEGAL FEES 27,000 27,000 54 EQUIPMENT PURCHASE 3,400 3,400 55 EQUIPMENT MAINTENANCE 200 200 56 UNEMPLOYMENT 2,000 2,000 57 CONFERENCE BOARD 0 0 58 EXAMINING BOARD 30 30 59 BOARD OF REVIEW EXPENSES 200 200 60 DATA PROCESSING SERVICES 14,000 14,000 61 SOFTWARE MAINTENANCE 14,000 14,000 62 DUES 1,400 1,600 63 BONDS & WORKER'S COMPENSATION 1,200 1,200 TOTAL OTHER EXPENDITURES $212,990 $210,780 TOTAL BUDGET $505,285 $529,875 UNENCUMBERED BALANCE -$45,353 -$49,294 TO BE RAISED BY TAXATION $459,932 $480,581 BUDGET - SPECIAL APPRAISERS FUND FY 05 FY 06 MAPPING & APPRAISAL $11,081 $10,881 CAR REPLACEMENT 3,171 4,671 RE-APPRAISAL FUND 15,202 14,452 LEAVE CONTINGENCY 7,500 10,000 COMPUTER REPLACEMENT 2,500 2,500 DP SOFTWARE PURCHASE 7,500 0 TOTAL $46,954 $42,504 UNENCUMBERED BALANCE ($31,583) ($16,509) TO BE RAISED BY TAXATION $15,371 $25,995 GRAND TOTAL TO BE RAISED BY TAXATION $475,303 $506,576 MAXIMUM LEVY ALLOWED MAXIMUM ASSESSMENT EXPENSE FUND 2,095,675,841 X .00027 $565,832 IPERS & FICA FUNDS $44,170 UNEMPLOYMENT COMPENSATION & TORT LIABILITY $4,000 MAXIMUM FOR ASSESSMENT EXPENSE FUND $614,002 MAXIMUM SPECIAL APPRAISERS FUND 2,095,675,841 X .000405 $848,749 MAXIMUM ALLOWED WITHOUT STATE APPROVAL $1,462,751 MAXIMUM EMERGENCY FUND 2,095,675,841 X .00027 $565,832 (requires State Appeal Board approval) MAXIMUM THAT COULD BE RAISED BY TAXATION FOR FY 2006 $2,028,583 PRIOR YEARS LEVIES AND RATES EXPENSE FUND SPECIAL APPRAISERS FUND FY AMOUNT LEVIED LEVY RATE AMOUNT LEVIED LEVY RATE 1995-96 303,281 0.20446 30,000 0.02023 1996-97 319,513 0.2045 17,000 0.01088 1997-98 318,270 0.19946 52,834 0.03311 1998-99 318,699 0.19269 184,357 0.11146 1999-00 341,910 0.19784 352,508 0.20398 2000-01 359,341 0.19823 180,293 0.09946 2001-02 396,829 0.20636 6,442 0.00335 2002-03 403,136 0.20694 4,426 0.00227 2003-04 412,379 0.20818 10,051 0.00507 2004-05 470,398 0.22926 15,728 0.00767 2005-06 480,581 0.22932 25,995 0.01240 SALARY SURVEY Assessor Chief Deputy Deputy Assessed_Value 2000 Rank Jurisdiction Salar~ Salar~ Salar~ (in millions) Population* 1 Polk County $96,683 $90,178 $67,346 23,585 374,601 3 Ames $86,254 $64,970 50,731 5 Johnson County $77,420 $63,539 3,622 48,786 7 Sioux City $74,081 $59,265 $51,857 3,125 85,013 9 Cerro Gordo County $73,500 $58,800 1,215 17,275 11 Muscatine County $73,144 $48,647 $40,406 2,131 41,722 13 Black Hawk County $72,100 $54,100 $50,650 6,481 128,012 15 Dubuque County $70,639 $56,511 2,046 31,457 17 Iowa City $69,560 $59,130 $50,470 3,140 62,220 19 Dallas County $63,063 40,750 22 Clinton (City) $56,180 1,009 27,772 *City population has been deducted from counties with a city assessor. IOWA CITY CONFERENCE BOARD March 1, 2004 City Conference Board: March 1, 2004, 6:30 P.M. in the Council Chambers at the Iowa City City Hall. Mayor Emie Lehman presiding. Iowa City Council Members Present: Bailey, Champion, Elliott, E. Lehman, O'Donnell, Vanderhoff, Wilbum. Johnson County Supervisors Present: Stutsman, Thompson. Iowa City School Board Members Present: Goodlaxson Others Present: Baldridge, Burke, Atkins, Helling, Dilkes, Karr. Tape Recorded: Reel 04-22, Side 1. Chair Ernie Lehman called the meeting to order and clerk Baldridge called roll and stated that a quorum was present. (The School Board having only one member present will not have a vote recorded.) The City (Vanderhoff) moved to accept the minutes of the last Conference Board meeting, February 2, 2004, the County (Stutsman) seconded and the motion carried, 2/0. Chairman Lehman declared the public hearing open. After no comment from the public, the public hearing was declared closed. After a discussion of the total compensation package, the City (O'Donnell) moved to accept the proposed budget as published, the County (Stutsman) seconded and the motion carded, 2/0. There being no further business it was moved by the City (Vanderhoef) and seconded by the County (Stutsman) to adjourn at 6:37 P.M. Motion carried, 2/0. Dennis Baldridge Clerk, Iowa City Conference Board IOWA CITY CITY ASSESSOR'S OFFICE 2004 ANNUAL REPORT 2004 IOWA CITY CONFERENCE BOARD IOWA CITY CITY COUNCIL Ernie Lehman, Mayor Regenia Bailey Connie Champion Bob Elliott Mike O'Donnell Dee Vanderhoef Ross Wilburn IOWA CITY COMMUNITY SCHOOL BOARD Lauren Reece, President Toni Cilek Bob EIliott Don Jackson Gayle Klouda Jan Left *Alecia Morgan *Peter Wallace *Conference Board Designee JOHNSON COUNTY BOARD OF SUPERVISORS Sally Stutsman, Chairperson Mike Lehman, Vice Chairperson Pat Harney Terrence Neuzil Rod Sullivan IOWA DEPARTMENT OF REVENUE AND FINANCE Michael D. Ralston - Director, Iowa Department of Revenue and Finance 2004 STAFF OF IOWA CITY ASSESSOR'S OFFICE MEMBERS OF BOARD OF REVIEW AND EXAMINING BOARD OF IOWA CITY, IOWA IOWA CITY ASSESSOR'S OFFICE Dennis J. Baldridge Date of Employment: 12 Jul, 1982 Iowa City Assessor Appointed: 2002 thru 2007 Carolyn R. Burke Chief Deputy Assessor Date of Employment: 08 Oct, 1979 Brad Comer Deputy Assessor Date of Employment: 14 Jan, 2002 Mark Fedler Appraiser/Clerk Date of Employment: 20 Jun, 1994 Diane Campbell Accounting Clerk Date of Employment: 16 Feb, 1998 Todd Kruse Real Estate Clerk Date of Employment: 14 May, 2001 IOWA CITY BOARD OF REVIEW Haywood Belle, Chairperson Appointed 2003 through 2008 Dick Donahue Appointed 2002 through 2007 Jane G. Downer Appointed 2004 through 2009 Dave Hintze Appointed 2001 through 2006 Jack Yanaush Appointed 2000 through 2005 IOWA CITY EXAMINING BOARD John McDonald for City Appointed 2000 through 2005 Lane E. Plugge for School Appointed 2000 through 2005 Jerry Vanni for County Appointed 2004 through 2009 LEGAL COUNSEL Eleanor Dilkes - City Attorney Andy Matthews - Assistant City Attorney To Members of the Iowa City Conference Board From: Dennis J. Baldridge - Iowa City Assessor Subject: 2004 Annual Report - Issued December 31,2004 The following report covers the activities of this office from January 1, 2004 to date of issue. VALUATIONS Since 2004 was not a real estate revaluation year, assessed values remained the same as 2003. New construction added approximately 80 million dollars to residential, 32 million dollars to commercial and 3 million dollars to industrial for 2004. The 779 residential deed sales for 2004 give us a median ratio (assessed value vs sale price) of 84.44% compared to 88.30% for 809 sales in 2003. This tells us that the selling prices of homes have gone up since last year and an increase will be necessary for the 2005 assessments. It should be kept in mind that when a jurisdiction is at the State mandated sales ratio level of 100%, a full one-half of home sales will be for less than the assessed value. Sales for less than the assessed value tend to result in appeals to the Board of Review. COURT CASES There were two appeals to District Court in 2004. One appeal was for residential property and one was for commercial property. All 2003 appeals have been settled. BOARD OF REVIEW The Board of Review was in session from May 1 through May 14, the day of adjournment. 51 protests were filed, with 8 being upheld and 43 denied. The total value of real estate being protested was $40,443,790. The Board allowed a total reduction of $1,659,920. EQUITY VERSUS MARKET IN ASSESSMENT It is difficult to be both equitable among assessments and in tune with the market. Similar properties do not always sell for similar prices, so the market is not always equitable and some times a long way from it. Most assessors would lean toward equity if they could choose between the two. Our first priority is equity since it is not always possible to have every assessment match the selling price. Our statistics show that we are doing a good job in this regard. WEB PAGE The Iowa City Assessor's web page went online during the spring of 2001. Internet availability of comparable sales and comparable assessments has been very helpful to taxpayers concerned about the fairness of their assessments. Appraisers and Realtors have also been very complimentary about this service, commenting that it saves them considerable time and money since they can make copies of our property record cards without leaving their office. There have been over 350,000 hits on our web site since it went online. It can be viewed at www. iowacity, iowaassessors.com. .ROLLBACKS The residential rollback has gone down from 48.46% for the current taxes to 47.96% for next year's taxes. The rollback for commercial property will change from the current 99.26% to 100%. The League of Municipalities has been trying to get legislation passed to stop the decrease in the residential tax base. Iowa City's residential tax base has not actually decreased because of our increase in market value and new construction. Nevertheless, the shift of the tax burden should be of concern. The tables on pages 12 and 13 illustrate this shift. Commercial property has remained close to the same percentage of the total value, but is becoming a larger percentage of the taxable value when looking back over the years. NEW LEGISLATION HF 692 - House File 692 was passed by the 2003 Legislature and signed by the Governor, then went to an implementation committee. This legislation proposed sweeping changes in property tax assessment, most notably a "square foot" assessment, which would adjust assessed values to a square foot value based on the 2005 assessment or the selling price if the property sold. HF 692 was deemed unworkable by the implementation committee and is no longer in effect. LEGISLATIVE PROSPECTS Although there were several property tax proposals in the 2004 session of the legislature, nothing of major significance was passed into law. The most far- reaching proposal was a bill requiring the assessor's office to pay for the property owner's attorney and appraisal fees related to an appeal to the board of review and/or district court. This bill passed in the house, but fortunately for assessors' budgets it was stopped in the senate. It is expected to come up again this year. A joint committee of the Iowa State Association of Counties and the Iowa League of Cities has presented their own Property Tax Reform Proposal. It is a very comprehensive package encompassing Assessment and Valuation; Budgeting and Taxation; and Constraints and Limitation. This proposal has been widely publicized and you may have seen a copy. If not, it is available through ISAC or the League of Cities on their websites. All or parts of this proposal may be adopted by the legislature. CONTINUING EDUCATION Continuing education is a requirement for the assessor and deputies for reappointment to their positions. Over a six-year term, assessors must complete one hundred-fifty hours of classroom instruction including at least ninety hours from courses requiring a test. Deputies must complete ninety hours of classroom instruction including at least sixty tested hours over their six-year terms. It is also good for other employees to attend some classes so they can update their skills and stay current with assessment practices. The Assessor attended the following courses and conferences during 2004: MSATA Conference (Midwestern States 8.00T C.E. hrs. Association of Tax Administrators) IAAO Conference on Assessment (Internat- ional Association of Assessing Officers) ISAA Annual School of Instruction 11.75 C.E. hrs. (Iowa State Association of Assessors) The Second Deputy attended the following courses and conferences during 2004: Commercial Construction Class (East-Central 15.00T C.E. hrs. District of Iowa Assessors) IAAO Course 102 - Income Approach to 30.00T C.E. hrs. Valuation ISAA Annual School of Instruction 11.75 C.E. hrs. The Residential Real Estate Appraiser attended the following course IAAO Course 1 - Fundamentals of Real 30.00 C.E. hrs. Property Appraisal T -- Tested APPRECIATION My staff and I would like to thank the Conference Board, the Board of Review, the City Attorney and her assistants, and the City Staff for their assistance, cooperation and confidence during the past year. I would also like to recognize and thank my staff at this time for their part in establishing and maintaining the professional standards of the office. 2004 ABSTRACT OF ASSESSMENTS FOR IOWA CITY Value of Agricultural Land and Structures $ 1,812,134 Value of Residential Dwellings on Agricultural Realty 1,126,450 Value of Residential Lots and Buildings 2,236,008,098 Value of Commercial Lots and Buildings 938,957,340 Value of Industrial Lots and Buildings 63,882,310 Value of Industrial Machinery and Commercial 0 Equipment as Real Estate Actual Value of All Real Estate* $3,241,786,332 *All the above values are based on the 2004 abstract as reported to the Iowa Department of Revenue and Finance on July 1,2004. The values for Railroad and Utility Property are supplied to the Auditor by the Iowa State Department of Revenue and Finance. The value of utilities and railroads in Iowa City for 2004 was $58,116,000. EXEMPT PROPERTY IN IOWA CITY FOR 2004 Religious Institutions $ 52,175,940 Charitable and Benevolent Societies 95,558,020 Educational Institutions 2,476,880 Low Rent Housing 4,858,430 Literary Societies 739,340 Associations of War Veterans 397,590 Forest and Fruit 523,757 Partial Industrial, Urban Revitalization, Recycling, Mobile 24,455,770 Home Storm Shelter & New Jobs Sub-Total $ 181,185,727 University of Iowa (As Reported by UI as of June 30, 2004) 1,312,995,697 TOTAL $ 1,494,181,424 VALUE COMPARISONS WITH ROLLBACKS APPLIED STATE STATE ADJUSTED YEAR ORDER TYPE VALUE ROLLBACK VALUE 1993' Agricultural $ 1,865,755 1.000000 $ 1,865,755 Ag Dwelling 1,124,020 .680404 764,788 Residential 1,088,592,820 .680404 740,682,909 Commercial 541,066,293 1.000000 541,066,293 Industrial 37,640,010 1.000000 37,640,010 M & E 55,181,660 1.000000 55,181,660 TOTAL $1,725,470,558 $1,377,201,415 1994 Agricultural $ 1,884,736 1.000000 $ 1,884,736 Ag Dwelling 1,224,510 .675074 826,635 Residential 1,135,164,290 .675074 766,319,898 Commercial 555,664,033 1.000000 555,664,033 Industrial 37,584,600 1.000000 37,584,600 M & E 63,678,377 1.000000 63,678,377 TOTAL $1,795,200,546 $1,425,958,279 1995* +10% Agricultural $ 2,038,805 1.000000 $ 2,038,805 Ag Dwelling 1,466,630 .593180 869,976 Residential 1,342,714,470 .593180 796,471,369 Commercial 632,219,253 .972824 615,038,063 Industrial 41,717,330 1.000000 41,717,330 M & E 64,300,377 1.000000 64,300,377 TOTAL $2,084,456,865 $1,520,435,920 1996 Agricultural $ 2,118,889 1.000000 $ 2,118,889 Ag Dwelling 1,449,530 .588284 852,735 Residential 1,380,932,970 .588284 812,380,771 Commercial 648,238,303 1.000000 648,238,303 Industrial 42,041,700 1.000000 42,041,700 M & E 56,962,378 1.000000 56,962,378 TOTAL $2,131,743,770 $1,562,594,776 VALUE COMPARISONS WITH ROLLBACKS APPLIED - CONT'D STATE STATE ADJUSTED YEAR ORDER TYPE VALUE ROLLBACK VALUE 1997' +8% Agricultural $ 2,186,897 .964206 $ 2,108,619 Ag Dwelling 1,402,930 .549090 770,335 Residential 1,499,358,470 .549090 823,282,742 Commercial 709,209,833 .973606 690,490,949 Industrial 42,415,010 1.000000 42,415,010 M & E 55,638,669 1.000000 55,638,669 TOTAL $2,310,211,809 $1,614,706,324 1998 Agricultural $ 2,158,813 1.000000 $ 2,158,813 Ag Dwelling 1,341,350 .564789 757,580 Residential 1,541,306,570 .564789 870,512,996 Commercial 723,017,343 1.000000 723,017,343 Industrial 47,180,180 1.000000 47,180,180 M & E 50,859,985 1.000000 50,859,985 TOTAL $2,365,864,241 $1,694,486,897 1999* +13% Agricultural $ 2,429,624 .963381 $ 2,340,654 Ag Dwelling 1,410,140 .548525 773,497 Residential 1,666,425,090 .548525 914,075,823 Commercial 784,974,960 .987732 775,344,887 Industrial 45,349,600 1.000000 45,349,600 M & E 38,736,298 1.000000 38,736,298 TOTAL $2,539,325,712 $1,776,620,759 2000 Agricultural $ 2,262,120 1.000000 $ 2,262,120 Ag Dwelling 1,447,020 .562651 814,167 Residential 1,717,631,820 .562651 966,427,261 Commercial 834,493,620 1.000000 834,493,620 Industrial 50,704,150 1.000000 50,704,150 M & E 29,532,092 1.000000 29,532,092 TOTAL $2,636,070,822 $1,884,233,410 10 VALUE COMPARISONS WITH ROLLBACKS APPLIED - CONT'D STATE STATE ADJUSTED YEAR ORDER TYPE VALUE ROLLBACK VALUE 2001' Agricultural $ 2,214,758 1.000000 $ 2,214,758 Ag Dwelling 1,186,690 .516676 613,134 Residential 1,931,059,600 .516676 997,732,150 Commercial 857,451,510 .977701 838,331,199 Industrial 51,345,260 1.000000 51,345,260 M & E 9,026,072 1.000000 9,026,072 TOTAL $2,852,283,890 $1,899,262,573 2002 Agricultural $ 2,227,654 1.000000 $ 2,227,654 Ag Dwelling 1,186,690 .513874 609,809 Residential 1,985,146,985 .513874 1,020,115,422 Commercial 863,303,060 1.000000 863,303,060 Industrial 54,903,110 1.000000 54,903,110 M & E 0 1.000000 0 TOTAL $2,906,767,499 $1,941,159,055 2003* -8% Agricultural $ 1,968,057 1.000000 $ 1,968,057 Ag Dwelling 1,186,690 .484558 575,020 Residential 2,154,612,478 .484558 1,044,034,713 Commercial 921,889,040 .992570 915,039,404 Industrial 59,784,450 1.000000 59,784,450 M & E 0 1.000000 0 TOTAL $3,139,440,715 $2,021,401,644 2004 Agricultural $ 1,812,134 1.000000 $ 1,812,134 Ag Dwelling 1,126,450 .479642 540,293 Residential 2,236,008,098 .479642 1,072,483,396 Commercial 938,957,340 1.000000 938,957,340 Industrial 63,882,310 1.000000 63,882,310 M & E 0 1.000000 0 TOTAL $3,241,786,332 $2,077,675,473 The adjusted values given are not exact but are meant to give a representation of the growth of Iowa City's tax base. *Reassessment Year 11 COMPARISON OF RESIDENTIAL, COMMERCIAL APARTMENT OTHER YEAR RESIDENTIAL % COMMERCIAL % COMMERCIAL % ASSESSED VALU ES 1992 948,162,720 62.0 187,803,160 12.3 296,179,940 19.3 1993 1,088,592,820 63.1 215,508,613 12.5 325,557,680 18.9 1994 1,136,388,800 63.3 220,464,483 12.3 335,199,550 18.7 1995 1,344,181,100 64.5 247,749,743 11.9 384,469,510 18.4 1996 1,382,382,500 64.9 252,376,673 11.8 395,861,630 18.6 1997 1,500,761,400 65.0 270,554,593 11.7 438,855,240 19.0 1998 1,542,647,920 65.2 269,414,303 11.4 453,603,040 19.2 1999 1,667,835,230 65.7 287,848,720 11.3 497,126,240 19.6 2000 1,719,078,840 65.2 307,040,200 11.6 527,453,420 20.0 2001 1,932,246,290 67.7 316,260,890 11.1 541,190,620 19.0 2002 1,986,333,675 68.3 314,435,200 10.8 548,867,860 18.9 2003 2,155,856,028 68.7 333,066,140 10.6 588,835,140 18.7 2004 2,237,134,548 69.0 336,598,530 10.4 602,358,810 18.6 TAXABLE VALUES 1992 689,300,075 54.2 187,803,160 14.8 296,179,940 23.3 1993 740,682,909 53.8 215,508,613 15.7 325,557,680 23.6 1994 767,146,533 53.8 220,464,483 15.5 335,199,550 23.5 1995 797,341,345 52.4 241,016,896 15.9 374,021,167 24.6 1996 813,233,510 52.1 252,376,673 16.2 395,861,630 25.3 1997 824,053,077 51.0 263,413,575 16.3 427,077,374 26.5 1998 871,270,576 51.4 269,414,303 15.9 453,603,040 26.8 1999 914,849,320 51.5 284,317,392 16.0 491,027,495 27.6 2000 967,241,428 51.3 307,040,200 16.3 527,453,420 28.0 2001 998,345,284 52.6 309,208,589 16.3 529,122,610 27.8 2002 1,020,725,231 52.6 314,435,200 16.2 548,867,860 28.3 2003 1,044,637,285 51.7 330,591,458 16.4 584,460,095 28.9 2004 1,073,023,689 51.6 336,598,530 16.2 602,358,810 29.0 12 AND INDUSTRIAL VALUES TOTAL COMMERCIAL % INDUSTRIAL ~ OTHER % ASSESSED VALUES 483,983,100 31.6 84,743,140 5.5 13,912,576 0.9 541,066,293 31.4 80,274,334 4.6 15,537,111 0.9 555,664,033 31.0 86,882,374 4.8 16,265,339 0.9 632,219,253 30.3 93,423,546 4.5 14,632,966 0.7 648,238,303 30.4 89,741,281 4.2 11,381,686 0.5 709,209,833 30.7 92,194,909 4.0 7,883,675 0.3 723,017,343 30.6 92,682,117 3.9 7,516,861 0.3 784,974,960 30.9 80,852,272 3.2 5,663,250 0.2 834,493,620 31.6 78,284,458 3.0 4,213,904 0.2 857,451,510 30.1 59,748,630 2.1 2,837,460 0.1 863,303,060 29.7 54,903,110 1.9 2,227,654 0.1 921,901,280 29.3 59,784,450 1.9 2,103,884 0.1 938,957,340 29.0 63,882,310 1.9 1,812,134 0.1 TAXABLE VALUES 483,983,100 38.1 84,743,140 6.7 13,645,996 1.0 541,066,293 39.3 80,274,334 5.8 15,177,879 1.1 555,664,033 39.0 86,882,374 6.1 16,265,339 1.1 615,038,063 40.5 93,423,546 6.1 14,632,966 1.0 648,238,303 41.5 89,741,281 5.7 11,381,686 0.7 690,490,949 42.8 92,194,909 5.7 7,811,196 0.5 723,017,343 42.7 92,682,117 5.5 7,516,861 0.4 775,344,887 43.6 80,852,272 4.6 5,574,280 0.3 834,493,620 44.3 78,284,458 4.2 4,213,904 0.2 838,331,199 44.1 59,748,630 3.1 2,837,460 0.2 863,303,060 44.5 54,903,110 2.8 2,227,654 0.1 915,051,553 45.3 59,784,450 2.9 2,103,884 0.1 938,957,340 45.2 63,882,310 3.1 1,812,134 0.1 13 2004 TOP TAXPAYERS Excluding Utilities Assessed by the State RANK NAME TAXABLE VALUES 1 American College Testing $ 26,902,023 2 James A Clark (Apartments) 26,252,287 3 Southgate Development Co Inc 18,474,674 4 National Computer Systems Inc 16,158,680 5 Moen Group 11,824,110 6 MEHSM LC (Sycamore Mall) 11,457,180 7 Procter & Gamble LLC 10,523,027 8 MIP Iowa City LLC (Sheraton Hotel) 10,200,250 9 OC Group LC (Old Capitol Mall) 9,261,640 10 Ravinder K Ghai (Lakeside Manor Apts) 9,236,400 11 Iowa State Bank 9,099,652 12 Barker Partnership (Apartments) 8,651,770 13 Oral-B Laboratories 8,158,940 14 University View Partners (Apartments) 8,116,857 15 Mercy Facilities Inc 7,958,944 16 Mark IV Investors (Pheasant Ridge Apts) 7,511,290 17 Hawkeye Real Estate Investment (Apts) 7,506,080 18 US Bank 7,245,060 19 Russell Gerdin 7,071,450 20 Blackhawk Partners LC (Apartments) 6,944,863 14 COMPARISON OF TAX RATES FOR CITIES WITH THEIR OWN ASSESSOR SORTED BY 2004-2005 ASSESSOR TOTAL LEVY 2004-2005 ASSESSOR LEVY TOTAL CITY LEVY ASSESSOR SPECIAL TOTAL '03-'04 '04-'05 NAME EXPENSE APPRAISERS ASSESSOR CITY CITY FUND ~FUND LEVY LEVY LEVY MASON CITY .17947 .03422 .21369 29.66555 30.90453 IOWA CITY .22926 .00767 .23693 37.24674 37.02665 DAVENPORT .22347 .05301 .27648 37.85185 38.02891 DUBUQUE .25598 .03997 .29595 30.91063 31.60687 AMES .24335 .07653 .31988 30.14403 30.60745 CEDAR RAP I DS .23129 .12991 .36120 34.80524 35.46024 SIOUX CITY .24648 .18486 .43134 40.87328 43.52522 CLINTON .27000 .20404 .50845 36.77840 39.87675 15 IOWA CITY ASSESSOR'S PROGRAM DIVISION STATEMENT FY '06 DIVISION PURPOSE: The purpose of the Iowa City Assessor's Office is to find, list and value for tax purposes, all real property in Iowa City and maintain records for all parcels in Iowa City. DIVISION GOALS: To establish values according to Iowa law on all commercial, industrial, agricultural and residential property within the City of Iowa City in the most equitable manner based on actual physical aspects of the property and all the pertinent sales data available; to improve the efficiency by which these assessments are made; to provide prompt and courteous response to all inquiries for information. GENERAL DIVISION OBJECTIVES: 1. Receive calls and inquiries and dispense information efficiently and on a timely basis. 2. Complete all daily record changes and related duties as received. 3. On a quarterly basis, review in the field all new construction and demolition, and by January 1,2006, make final review of said construction and demolition. 4. Prepare forms and get signatures for all new homestead and military credits by July 1,2006. 5. Remove all homestead and military credits from the permanent file for those who are no longer eligible to receive the credit by July 1,2006. 6. Prepare and get signatures on all other new annual forms, making sure they are in compliance with all laws and rules, by their statutory dates. 7. Receive and review tentative equalization orders from the State Department of Revenue and Finance in August 2005. 8. Receive final equalization orders by October 1,2005. 9. Accept formal written protests for the Board of Review Special Session from October 15 to October 25, 2005 and coordinate the Board of Review Special Session from October 15 to November 15, 2005, if needed. 16 GENERAL DIVISION OBJECTIVES CONT'D. 10. By April 1,2006 send out assessment rolls for new construction. 11. Accept formal written protests for the Board of Review from April 16 to May 5, 2006 and coordinate the Board of Review meeting during May 2006. 12. Prepare and distribute to Conference Board members the annual report by December 31,2006. 13. Hold preliminary Conference Board and public hearings to adopt the annual budget by March 15, 2006. 14. Prepare and submit annual abstract to the Department of Revenue & Finance by July 1,2006. NEW DIVISION OBJECTIVES: 1. Maintain the web site information and make improvements to h~p://ww~v.iowacity.iowaassessors.com based on input from the public. The site went on line February 15, 2001 and has over 350,000 hits since that time. 2. Review sales as they occur for all classes of property so we may complete our biennial reassessment for 2006, making sure our values stay at the mandated level. 3. Review selling price/assessment ratios by neighborhood, age, size, building type and other criteria to be established during the sales study. 4. Make any adjustments to assessed value as indicated by the sales review. 5. Continue a program of physical inspection of properties where selling price/assessment ratios fall outside acceptable standards. 6. Utilize digital imaging software to store historical data and make it more readily available to the public. 7. Continue to work with the Johnson County GIS Director to utilize our records in a GIS system. 17 MEASUREMENTS: (median) is the middle sales ratio and a measure of the the actual sales prices. The coefficient of dispersion assessment uniformity based on the degree to which from the median sales ratio. The goal of the Iowa City C.O.D. below 10. A C.O.D. of 10 is considered excellent only 4 of the 107 assessing jurisdictions in Iowa. The median, C.O.D., and the number of deed sales for Iowa the assessments went to the 100% level in 1975. YEAR MEDIAN C.O.D # OF SALES 1975 87.10 10.36 682 1976 76.30 11.38 681 1977 65.10 12.10 840 1978 74.70 9.83 639 1979 91.80 9.40 551 1980 87.85 8.69 394 1981 88.90 8.74 393 1982 87.30 9.38 299 1983 94.00 7.19 544 1984 92.80 8.03 451 1985 96.15 8.27 448 1986 95.30 9.02 513 1987 94.90 9.26 522 1988 93.60 9.34 555 1989 91.80 9.80 538 1990 87.05 9.75 608 1991 90.40 8.49 659 1992 85.00 9.88 688 1993 90.80 8.57 651 1994 84.10 9.59 627 1995 91.20 8.48 595 1996 91.20 9.59 636 1997 93.45 8.71 658 1998 91.60 8.24 699 1999 93.30 9.38 691 2000 89.00 9.16 675 2001 94.60 7.83 682 2002 94.32 8.03 777 2003 88.30 7.93 809 *2004 84.44 9.81 779 18 The following statistics are for residential sales, and below are tables of the ranking of Iowa City in comparison to the other 106 assessing jurisdictions in Iowa. For brevity, only the top 10 are shown. Data is for 2003 sales which is the last complete year available. These tables show that Iowa City is still one of only a few jurisdictions in Iowa with a C.O.D. of less than 10. The average sale price of a home in Iowa City one of the highest in Iowa for 2003. Iowa City also has a large number of sales as could be expected by its size and mobile population. SORTED BY COD NO JURISDICTION MEAN MEDIAN WGHTD C O D REGR INDEX 1 AMES CITY 97.17 96.75 96.93 6.03 100.24 2 JOHNSON 92.51 92.85 92.28 7.68 100.24 3 IOWA CITY 88.37 88.30 87.94 7.93 100.48 4 SCOTT 94.75 94.10 94.11 8.69 100.68 5 LINN 93.94 94.10 94.77 10.11 99.12 6 CEDAR RAPIDS CITY 96.24 95.30 95.10 10.15 101.19 7 JASPER 96.06 96.60 95.22 10.54 100.88 8 WINNESHIEK 97.13 96.20 95.00 10.59 102.24 9 WARREN 95.01 95.15 95.69 10.69 99.28 10 STORY 94.17 94.20 94.06 10.77 100.11 SORTED BY AVERAGE SALE PRICE NO JURISDICTION NO SALES TOTAL PRICE AVG PRICE 1 DALLAS 611 106,123,159 173,688 2 SCOTT 741 124,239,774 167,665 3 JOHNSON 540 86,787,090 160,717 4 IOWA CITY 809 129,250,592 159,766 5 AMES CITY 588 92,155,790 156,728 6 DICKINSON 202 29,717,630 147,117 7 POLK 6225 904,114,108 145,239 8 LINN 818 112,982,273 138,120 9 WARREN 384 51,486,384 134,079 10 CERRO GORDO 169 21,345,684 126,306 19 SORTED BY NUMBER OF SALES NO JURISDICTION NO SALES TOTAL PRICE AVG PRICE 1 POLK 6225 904,114,108 145,239 2 CEDAR RAPIDS CITY 2063 259,825,023 125,945 3 BLACK HAWK 1654 173,574,594 104,942 4 DAVENPORT CITY 1459 160,959,762 110,322 5 SIOUX CITY 960 90,323,987 92,167 6 POTTAWATTAMIE 918 94,924,356 103,403 7 LINN 818 112,982,273 138,120 8 IOWA CITY 809 129,250,592 159,766 9 DUBUQUE CITY 782 87,198,451 111,507 10 SCOTT 741 124,239,774 167,665 The regression index is an indicator of the degree to which high value properties are over or under assessed in relationship to Iow value properties. An index of 100.00 indicates no difference in assessments of high value properties in comparison to Iow value properties based upon that year's sales. An index over 100 indicates that high value properties are under assessed in relation to Iow value properties. As you can see in the following table, Iowa City's regression index is still close to the ideal 100.00 level. Again, for brevity, only the top 20 are shown. SORTED BY REGRESSION INDEX NO JURISDICTION MEAN MEDIAN WGHTD C O D REGR INDEX 1 STORY 94.17 94.20 94.06 10.77 100.11 2 CLINTON 88.24 87.30 88.06 16.62 100.20 3 BLACK HAWK 97.88 95.60 97.65 15.82 100.23 4 AMES CITY 97.17 96.75 96.93 6.03 100.24 5 JOHNSON 92.51 92.85 92.28 7.68 100.24 6 IOWA CITY 88.37 88.30 87.94 7.93 100.48 7 SCOTT 94.75 94.10 94.11 8.69 100.68 8 WARREN 95.01 95.15 95.69 10.69 99.28 9 LINN 93.94 94.10 94.77 10.11 99.12 10 JASPER 96.06 96.60 95.22 10.54 100.88 11 POLK 93.57 92.60 92.55 10.89 101.10 12 CEDAR RAPIDS CITY 96.24 95.30 95.10 10.15 101.19 13 MARION 96.77 95.70 95.61 13.10 101.21 14 BOONE 90.85 90.00 89.51 17.08 101.49 15 POTTAWATTAMIE 95.20 92.60 93.80 15.51 101.49 16 BENTON 101.02 98.70 99.51 15.67 101.51 17 DALLAS 91.92 93.50 93,32 12.80 98.49 18 DUBUQUE CITY 97.84 95.20 96.13 13.62 101.77 19 LOUISA 88.73 86.30 86.97 15.73 102.02 20 CERRO GORDO 92.78 93.30 90.88 12.05 102.09 20 The table below shows the top 15 jurisdictions for commercial sales. The commercial C.O.D.s vary from 6 to 120 with a median of 26 for all of Iowa, while the residential C.O.D.s vary from 6 to 40 with a median of just over 18 for all of Iowa. Also shown are the top 10 jurisdictions which had at least 10 commercial sales. This data is a little more significant since a Iow number of sales can skew the statistics in both directions. COMMERCIAL SALES SORTED BY C O D NO JURISDICTION NO SALES TOTAL PRICE AVG PRICE MEDIAN C O D 1 AMES CITY 17 3,546,150 208,597 98.30 6.53 2 CLARKE 3 1,626,738 542,246 104.90 7.27 3 MARION 8 1,055,020 131,878 98.50 9.21 4 BUENA VISTA 7 541,000 77,286 95.10 12.32 5 WORTH 5 240,500 48,100 105.50 13.89 6 IOWA CITY 33 24,807,864 751,753 90.80 14.61 7 SCOTT 25 7,996,000 319,840 100.70 14.83 8 JOHNSON 16 7,835,000 489,688 87.45 15.42 9 BREMER 15 3,052,500 203,500 101.00 15.49 10 SAC 8 354,800 44,350 127.15 15.83 11 HUMBOLDT 5 203,000 40,600 109.10 16.15 12 ALLAMAKEE 9 1,099,500 122,167 88.00 16.62 13 CERRO GORDO 13 1,682,200 129,400 97.40 16.98 14 HOWARD 9 811,000 90,111 76.30 17.86 15 DUBUQUE CITY 42 10,213,191 243,171 97.45 18.06 MINIMUM 10 COMMERCIAL SALES SORTED BY C O D NO JURISDICTION NO SALES TOTAL PRICE AVG PRICE MEDIAN C O D 1 AMES CITY 17 3,546,150 208,597 98.30 6.53 2 IOWA CITY 33 24,807,864 751 753 90.80 14.61 3 SCOTT 25 7,996,000 319 840 100.70 14.83 4 JOHNSON 16 7,835,000 489 688 87.45 15.42 5 BREMER 15 3,052,500 203 500 101.00 15.49 6 CERRO GORDO 13 1,682,200 129 400 97.40 16.98 7 DUBUQUE CITY 42 10,213,191 243 171 97.45 18.06 8 POLK 156 92,855,312 595 226 95.75 18.37 9 CEDAR RAPIDS 72 40,409,508 561 243 95.25 18.44 10 HENRY 11 1,288,635 117,149 106.90 18.66 The following is a tabulation of the commercial properties for the same period as described at the top of Page 18. Because of the small number of sales, one or two bad sales can greatly influence the performance measurements, therefore creating more fluctuation in the measurements. See data above to illustrate this and to show Iowa City's standing. 21 YEAR MEDIAN C.O.D. # OF SALES 1975 84.30 19.75 14 1976 72.30 13.19 18 1977 62.90 28.20 27 1978 84.60 13.49 12 1979 78.00 16.66 15 1980 80.85 22.69 12 1981 87.55 10.07 14 1982 78.00 10.25 8 1983 87.85 10.58 26 1984 76.80 18.30 13 1985 82.00 12.63 16 1986 98.20 14.21 15 1987 87.65 17.27 16 1988 95.40 19.77 20 1989 94.40 13.81 13 1990 89.60 19.53 13 1991 87.85 8.38 8 1992 89.90 14.86 21 1993 90.35 14.24 26 1994 87.90 12.44 24 1995 90.10 12.76 22 1996 89.50 15.78 24 1997 87.80 11.57 21 1998 89.10 11.68 25 1999 87.50 14.14 33 2000 96.85 14.99 28 2001 93.50 15.04 23 2002 92.40 16.81 17 2003 89.22 15.08 39 *2004 80.86 16.37 33 statement is on the fiscal year, the remainder of the the assessment year, which is the calendar year. The meaning when based on the assessment year, since the come in a different fiscal year than the biennial reappraisal equalize. 22 IOWA CITY RANDUM To: City Council From: Karin Franklin, Director, Re: Design Review At the Council's formal meeting on Jan. 18th, Kevin Digman of Old Capitol Town Centre requested consideration of a different approach to the approval of design plans for downtown urban renewal projects. Mr. Digman suggested the Council enable the staff Design Review Committee to authorize minor changes to design plans for projects in the downtown. Design Review of projects in the downtown was initiated with adoption of the Urban Renewal Plan in the 1960s. At that time, and for many years, there was a Council-appointed citizens committee to review all the urban renewal projects for design. That review applied to all exterior alterations or new construction projects that were a result of urban renewal redevelopment as well as any building extensions in or over the public right-of-way on City Plaza (the pedestrian mall). A few years ago, the Council dissolved the citizen committee and made design review an administrative function. However, certain projects continued to require Council approval. In the last twenty years, city councils have not delved deeply into the design review projects before them. Often these projects are signs on buildings on urban renewal parcels or buildings abutting City Plaza. An exception to this is the design of Plaza Towers. A couple of years ago, the staff brought a proposal before the Council to eliminate Council approval of Urban Renewal projects. At the formal Council meeting at which this was to be considered, a member of the public argued for continued opportunity for public input (via the Council meetings) on these matters, especially since a citizen committee no longer did the review. The Council opted for continuing to have Council review of these projects. In the revised Development Code, which should be before you shortly, a proposal is included for a two-tiered approach to design review. A Level I review, or administrative approval, would occur for projections into City Plaza, sidewalk cafes, multi-family developments in the Central Planning District, multi-family design in the R/O and PRM zones (mixed use and high density multi-family areas), projecting signs, and certain public-private development agreements (TIF and abatement projects). A Level II review, or Council approval, would be required for Urban Renewal Parcels and certain public-private development agreements. The current proposal retains most of the review procedures we currently follow except for the City Plaza projects, which would move from Council approval to administrative review. The proposal as currently drafted will not address Mr. Digman's request. However, we could amend the proposal to enable Council review of new construction for Urban Renewal parcels and administrative review for certain exterior alterations. With this practice, a developer would submit a concept plan for Council approval for any new construction or major alteration to an Urban Renewal Parcel; minor deviations and changes would be approved administratively. Please let us know if this is an avenue you wish to pursue. Cc City Manager Kevin Digman Date: January 25, 2005 To: City Council From: City Manager Re: Saturday meeting with State Legislators Attached information for Saturday, January 29 meeting with State Legislators: 1. One page summary of the proposed property tax reform 2. One page draft summary of the impact of the property tax reform as proposed 3. Complete copy of the property tax proposal 4. Previous memo to State Legislators concerning issues for discussion PROPERTY TAX REFORM PROPOSAL Assessment and Valuations Creates a broader tax base Assessment limitations eliminated-all classes of property Homeowners exemption of 50% of assessed value · Floor of $10,000 - ceiling of $150,000 Vacant or undeveloped land assessed based on potential use All government property for public use remains non-taxable · Opt out provisions-declare exempt from taxes · May impose a public safety fee · All exemptions sunset every 4 years Manufacturing Housing - occupied lot charge · Land in manufactured housing community-taxed commercial BudRetin.q and Taxation Military credits will become refundable income tax credit Low income credit will become direct payment from State Family farm credit will become payment by State Current Homestead eliminated-vote new property exemption City resolution establishing ending fund balance policy Unfunded mandates require State funding or levy authority Constraints and Limitations Assessments limits/tax caps replaced with new revenue limits Property tax revenues limited to inflationary increases, plus new construction Unused levy capacity depends on maximum for previous year, not actual. Exceeding limits requires special hearing, reverse referendum 1/24/2005 4:42 PM Iowa City Fiscal Year 2004-05 Financial Impact of Proposa~ Comparison if Proposal Tax Asking Remain Equal to FYE 05 Tax Asking 1 2 3 4 5 6 7 8 9 10 Taxable General Le~,~ Regular General Annual Properb/Taxes on Scenario Valuation * Tax Askinq Levv Rate $100k Home** ~355k Home** ~40Qk Home** $100k Business 9100k 2nd Home ,~400k 2nd Home ~50k Exempt Land StatusQuo $ 2,003,871,359 $ 16,231,358 $ 810 $ 392 $ ~,393 $ 1,570 $ 810 $ 392 $ 1,570 $ Proposal $ 2,393,412,743 $ 16,231,358 $ 6.78 $ 339 $ 1,393 $ 1,695 $ 678 $ 678 $ 2,713 $ 339 Difference $ 389,541,384 $ $ (1 32) $ (53) $ (0) $ 125 $ (132) $ 286 $ 1,143 $ 339 Breakeven Taxable City's Entire Portion of Properly Tax Annual Propert7 Taxes on Scenario Valuation* Askinq Rate $100kHome** $355kHome** $400kHome** $100kBusiness ~100k2ndHome $400k2ndHome $50k Exempt Land Status Quo $ 2,003,871,359 $ 34,787,578 $ 1731 $ 841 $ 2,978 $ 3~356 $ 1,731 $ 839 $ 3,356 proposal $ 2,393,412,743 $ 34,787,578 $ 1453 $ 727 $ 2,978 $ 3,634 $ 1,453 $ 1,453 $ 5,814 $ 727 Difference $ 389,541,384 $ $ (278) $ (115) $ (0) $ 278 $ (278) $ 615 $ 2,458 $ 727 Breakeven *Taxable valuation subject ot the City's operating levies **Assumes homes are owner occupied. Analysis prepared by K O'Malley Estimates based on Ames' ratio. Property hx Reform Pr lP Sa! Presented by the Local Government Tax Group A Joint Committee of the Iowa State Association of Counties and the Iowa League of Cities October 2004 The Local Government Tax Group consists of 30 elected officials, with cities and counties represented equally with 15 members each. lSAt,---.,,,,/ &,,,,,lll/I IOWA Iowa state ^ssocT~o. o~ course, LEAGUE _of CITIES Iowa State Association of Counties Iowa League of Cities 501 SW Seventh Street 317 Sixth Avenue Suite Q Suite 800 Des Moines, IA 50309 Des Moines, IA 50309 www. iowacounties.org www. iowaleague.org Marsha Carter Carol Barnes Auditor, Shelby County City Finance Director, Bettendorf Holly Fokkena Mary Burton Auditor, Butler County Mayor, Polk City Ellen Gaffney Nancy Carmichael Supervisor, Buchanan County City Clerk, Coming Jeff Garrett Gerald Ciausen Treasurer, Washington County City Manager, Carroll Rick Hecht Paul Eckert Supervisor, Sac County City Manager, Sioux City Jane Heun Rick Ellars Auditor, Greene County City Assessor, Cedar Rapids Dale Hyman Dennis Henderson Deputy Assessor, Polk County City Manager, Clive Dawn Jindrich Mark Jackson Budget Director, Linn County City Manager, Story City Mike King Todd Kieikopf Supervisor, Union County City Clerk, Indianola Mary Mosiman Jeff LaGarce Auditor, Story County City Manager, Knoxville Bill Raney John Mardis Supervisor, Greene County Mayor, Evansdale Wayne Schwickerath Allen McKinley Assessor, Story County City Budget Officer, Des Moines Jennifer Sease Patti Moore Budget Director, Warren County City Clerk, Storm Lake Grant Veeder Jody Smith Auditor, Blackhawk County Director of Admin. Svcs., West Des Moines Lannie Miller Ted Tedesco Supervisor, Palo Alto County Mayor, Ames LGTG Membership ................................................................................................................................. 2 Directors' Message ................................................................................................................................. 4 Executive Summary Section 1 - Assessment & Valuation .................................................................................................. 5 Section 2 - Budgeting & Taxation ..................................................................................................... 6 Section 3 - Constraints & Limitations ............................................................................................... 6 Report of the Local Government Tax Group Section 1 - Assessment & Valuation Assessment Limitations and the Homeowner's Exemption .............................................................. 7 Multi-Classification ........................................................................................................................... 7 Agricultural Property ......................................................................................................................... 7 Exempt Property ................................................................................................................................ 7-8 Manufactured Housing ...................................................................................................................... 8-9 Platted Lands ...................................................................................................................................... 9 Assessment Procedures: Onsite Inspections ........................................................................................................................ 9 Infom~al Assessment Reviews ..................................................................................................... 9 Equalization Orders ..................................................................................................................... 9 Standardization ............................................................................................................................ 9 Multi-Jurisdiction Assessors ........................................................................................................ 9 Central Assessment ...................................................................................................................... 9 Assessor's Budget ........................................................................................................................ 10 Confidentiality ............................................................................................................................. 10 Filing Deadlines ........................................................................................................................... 10 Effective Date .................................................................................................................................... 10 Section 2 - Budgeting & Taxation Truth in Taxation ................................................................................................................................ 1 t Property Tax Credits and Exemptions ............................................................................................... 11 Budget Timeline ................................................................................................................................. 11 Fund Balances .................................................................................................................................... 11 Budget Appeals .................................................................................................................................. 12 Unfunded Mandates ........................................................................................................................... 12 Effective Date .................................................................................................................................... 12 Section 3 - Constraints and Limitations Property Tax Revenue Limitation ...................................................................................................... 13 Applic able Funds ......................................................................................................................... 13 Base Year Calculation .................................................................................................................. 13 Inflationary Index ........................................................................................................................ 13 Net New Valuation ....................................................................................................................... 13 Unused Levy Capacity ................................................................................................................. 14 Exceeding the Limitation ............................................................................................................. 14 Temporary Exception or Permanent Addition ....................................................................... 14 Effective Date .............................................................................................................................. 14 Appendix A-l- Mock budget notice for city ........................................................................................... 15 Appendix A-2 - Mock budget notice for county ..................................................................................... 17 Resources .......................................................................................................................................... 19 The Iowa property tax system has recently been subject to much legislative and public scrutiny. In his 2003 Condition of the State address, the Governor proclaimed the system broken and called for its replacement. A few months later, lawmakers passed a major overhaul of the property assessment system. The "square foot" approach, however, would ultimately be abandoned before it was scheduled to take effect. That same summer, the assessed value of agricultural land plummeted 19 percent to a near-record low, even while agricultural land market values exceeded $3,000 an acre in parts of Iowa. In the fall of 2003, the state issued its annual rollback order and confirmed local governments' suspicion that residential properties would, for the first time, be taxed at less than half of their actual values. The state revenue picture looked bleak during this time, and some prominent lawmakers proposed eliminating state funding of property tax credits to the tune of $160 million. The confluence of these and other factors led to calls for comprehensive property tax reform from around the state. City and county officials have responded. At the close of the 2004 legislative session, the Iowa State Association of Counties (ISAC) and the Iowa League of Cities (League) jointly created the Local Government Tax Group (LGTG). The 30 members, split evenly between cities and counties, sought to identify a comprehensive package of property tax reforms that would result in a better tax system for Iowa. To best achieve its goal, the LGTG divided into three subcommittees, each of which was responsible for identifying necessary reforms to one of three aspects of the property tax system: 1) Assessment and Valuation; 2) Budgeting and Taxation; and 3) Constraints and Limitations. The Assessment and Valuation Subcommittee focused on issues related to the fundamental aspect of property taxes: how to accurately assign values to both similar and dissimilar properties so that, in the absence of preferential treatment, each property owner pays his appropriate share of the tax burden. The Budgeting and Taxation Subcommittee addressed how city and county budgets affect and are affected by property taxes, and analyzed the connection between the underlying valuation and the bottom-line tax bill. The Constraints and Limitations Subcommittee tried to identify the most reasonable restrictions on the ability of cities and counties to impose property taxes. Its goal was to strike a balance between the flexibility that locally elected officials need to address the changing community, social and economic conditions, and the stability that taxpayers need to manage the financial aspects of their own lives. Among its guiding principles, the LGTG aimed to increase accountability, equity, and stability in the property tax system. This report is the result of two and a half months of research, discussion, analysis and compromise. It is the opinion of the League and ISAC that these reforms, when implemented as a whole, are consistent with those principles and will result in a better property tax system for Iowa. William R. Peterson Thomas G. Bredeweg Executive Director Executive Director Iowa State Association of Counties Iowa League of Cities 4 Various proposed changes to the 51.5 percent exemption for all homeowners. assessment and valuation process would The worth of that exemption, in terms of primarily result in a broader tax base, reduced valuation and thus reduced taxes, is thereby lowering the nominal tax rate for far greater for the owner of a $500,000 home everyone. The residential rollback, as well as than for the owner of a $100,000 home. The all other rollbacks, would be eliminated; current rollback provides a greater benefit to agricultural and residential valuations would more wealthy homeowners with greater be uncoupled; farm buildings would add net abilities to pay. (The presumption is that valuation to the tax rolls; and ALL private home value equates to wealth and ability to properties would pay some property tax, pay, which is generally, but not always, tree.) unless affirmatively exempted by their Another facet of the current property tax individual city and county. Because of these system, the homestead credit, corrects that changes, it is the estimation of the League anomaly (i.e., providing the most tax relief and ISAC that the vast majority of non- to those who need it least) by allowing a fiat agricultural businesses will pay less in dollar amount credit. The current credit, property taxes. Additionally, because of an however, is too small to be very effective as expanding tax base, we expect most a property tax relief tool. The League and homeowners to pay less property tax or see ISAC believe that a four-part change to the no significant change. There are, however, homestead credit and the de facto exemption three exceptions, achieved through the rollback will stabilize The first is newer apartment properties, the property tax system and make it more which, via a quirk in current tax law, can be progressive: classified as residential property and pay an effective tax rate less than half that of older o Eliminate the rollback. apartment buildings that are classified as o Convert the homestead credit to a commercial property. The League and ISAC homeowner's exemption. believe that as income-generating properties, o Increase the homeowner's exemption apartments are inherently commercial from $4,850 to 50 percent of assessed properties and should be classified as such. value, with a floor of $10,000 and a Further, providing a tax break to apartment ceiling of $150,000. owners does not reduce the cost for renters, o Allow the homeowner's exemption as is often suggested as the rationale for such only for owner-occupied residences. a break, and would likely lead to other pseudo-residential properties, such as The combined effect of these four nursing homes, seeking the benefit of the changes is a minor increase in taxable value same tax break. This general erosion of the for most owner-occupied homes assessed at tax base has been the norm in Iowa in recent or below $300,000; higher taxable values for years; it is increasing taxes on non-favored owner-occupied homes assessed at more than property owners and it must end. $300,000, with a greater effect as the value The second exception is high-value increases; significantly higher taxable values homes and those homes not owner-occupied, for houses not owner-occupied, such as The current residential rollback system taxes rental property and second homes; and all homes at a constant percentage of value, reduced state funding of approximately $102 now 48.5 percent, which essentially creates a million for the homestead credit. The third group that.may experience higher from fully exempt to fully taxable status may property taxes is currently exempt properties, jeopardize their operation, so we propose an Non-profit organizations, religious, and exemption on all improvements for eligible educational institutions, and other charitable properties, while the value of the land will properties benefit from police and fire protection become taxable to cities and counties. This and other services funded with property tax amounts to an approximate exemption of 80 revenue, just like taxable businesses. Since percent of the total value, and a tax bill everyone benefits, the League and 1SAC believe approximately 20 percent of that for comparable that ALL private property owners should pay properties. An individual city or county, acting property taxes, unless affirmatively exempted at in its capacity as the service provider and the the local level. (Government property used for a taxing body, may "opt out" of this provision and public purpose will remain non-taxable.) maintain the 100 percent exempt status of its However, the League and ISAC also believe that charitable, educational, and other exempt non-profit, religious, educational and charitable properties, or establish a public safety fee in lieu institutions play an extremely valuable role in of the tax. society. We recognize that an immediate jump Changes related to budgeting and taxation governments as middlemen. This is are designed to improve all areas of accomplished by eliminating the homestead accountability within the property tax system, credit in favor of the homeowner's exemption, Cities and counties will publish a more rolling the ag land credit into the family farm meaningful, understandable, and concise budget credit, and administering all remaining credits form and notice of public hearing that highlight through the income tax or by a direct payment local government decisions. City councils and from the state to the taxpayer. The state will also boards of supervisors will also establish by be responsible for funding any new programs or resolution what they individually deem to be an mandates it chooses to implement. Finally, appropriate ending balance in certain funds, and citizens will be allowed to protest any city or citizens can monitor their policies. State county budget just as they are now. However, government will be responsible for funding and only those issues raised on the budget petition administering any property tax credits it sees fit may be raised at the budget appeal hearing. to implement, and will no longer rely on local The final section of the proposal, constraints in each of those funds, while retaining enough and limitations, fundamentally changes the types flexibility for local government officials to of restraints imposed on city and county respond appropriately to economic, social and governments. Assessment and rate limitations, community influences. Other limitations, which only indirectly limit property taxes, are including the restriction on the type of expenses gone. Instead, the League and ISAC suggest an eligible to be paid from supplemental or trust inflationary property tax revenue limitation on and agency funds, will remain in place. And the the general fund for cities and the general basic most effective property tax limitation, the local and rural basic funds for counties. This proposal citizens' fight to vote out incumbents, will will directly limit the total property taxes levied remain as powerful as ever. REPORT OF THE Assessment I. Jmitatians and the Homeovmer's Exemption Agricultural Property Assessment limitations (and the resulting The productivity formula for agricultural rollbacks) will be eliminated for all classes of land will be expanded to cover ten years of property. Residential, commercial and industrial production data rather than five. This will not property, and agricultural buildings, will all be have any significant effect on long-term assessed and taxed at 100 percent of market valuation or taxes due, but will provide greater value. Agricultural land will be assessed and stability to the tax base by preventing drastic taxed according to its net earning capacity as fluctuations in any one year. determined by the productivity fmmula. Agricultural buildings and other structures Agricultural and residential valuations will be will be assessed at their market values like all uncoupled, other improvements. Such valuation will be in A "homeowner's exemption" of 50 percent addition to the valuation determined for of assessed value, with a floor of $10,000 and a agricultural land by the productivity formula. ceiling of $150,000, will be allowed for all Any factors in the current productivity formula owner-occupied residences, and will replace that incorporate the value of buildings and other both the residential rollback and the current structures will be eliminated. homestead credit. Homes valued at less than Assessors will be required to consider at $20,000 will receive an exemption of $10,000 or least six questions when determining "good their full value, whichever is less. Homes valued faith" use of agricultural property. They include, at more than $20,000, but less than $300,000, but are not limited to, the following: will receive the 50 percent exemption, while homes valued higher than $300,000 will receive O Is the parcel set off and awaiting an exemption of $150,000. If the owner of a development? multi-unit residence (such as an apartment o What permitted uses does current building) occupies a unit in that residence, the zoning allow? homeowner's exemption will be allowed against o If the parcel is being offered for sale, or the value of that unit - not the entire property, if it were, would it be viewed by the marketplace as other than agricultural? Multi-Classification o How does the land conform to other Multi-classification will be allowed on all surrounding properties? properties. (Currently a parcel may only have o What is the actual amount of income one classification.) A property, including land produced and from what sources? and improvements, will be classified and o What is the highest and best use assessed in proportion to its actual use, when of the property? determinable. Vacant or undeveloped land will be classified and assessed based on its potential Exempt Property use. For example, this will allow a portion of a All government property used for a public property to be classified as residential and purpose will remain non-taxable. This includes another portion of the property to be classified local, state and federal property. as commercial or agricultural. TAX GROUP Non-government (privately owned) The forest and fruit tree reserve exemptions properties deemed exempt by the Legislature will be allowed a maximum of $1,000 of value will have only their improvements exempted; the per acre. For example, an acre of forest reserve value of land used in conjunction with any land with an assessed value of $50,000 would exempt improvements will become taxable to have a taxable value of $49,000, while an acre cities and counties, unless the applicable city of forest reserve with an assessed value of $800 and county "opt out" of this provision (see would have a taxable value of zero. below). Manufactured Housing O The "default" status is that the land value The square foot tax currently charged to of exempt properties will become taxable manufactured home owners (inside to cities and counties. However, manufactured housing communities) wilt be individual cities and counties may "opt eliminated. It will be replaced with an occupied out" of this provision by passing a lot surcharge that will be imposed against the resolution declaring all exempt properties landowner of a manufactured housing within their jurisdiction 100 percent community. The surcharge will be equal to a exempt from that jurisdiction's taxes. Upon its passage, the resolution is percentage of the tax due on the taxable property within the manufactured housing community, effective for four years, adjusted by the percentage of lots occupied on a O In lieu of collecting a tax on the land given date, as certified by the landowner and value for exempt properties, a city or confirmed by the assessor. The surcharge will be county may impose a public safety fee by five percent if the community is 100 percent ordinance. The fee must be reasonably occupied, four percent if the occupancy rate is related to the entity's public safety costs, 80 percent, three percent if the occupancy rate is and cannot exceed the tax that would 60 percent, and so on. For example, if the tax have otherwise been paid. due on all taxable property within a manufactured housing community is $100,000, O For urban renewal areas established prior and the community is 90 percent occupied, the to January 1, 2007, the base assessment surcharge would be $4,500 ($I00,000 * 5% * year will be 2006 for previously exempt 90% = $4,500). The owner of the community land used in conjunction with exempt would be responsible for remitting $104,500 to improvements, the appropriate county treasurer. All current and future property tax All permanent improvements (as defined in exemptions will sunset every four years and Code of Iowa Chapter 427A) to manufactured must be reaffirmed by the Legislature to remain housin~ communities will be assessed along in place. Additionally, individual property with the value of the land, and the taxes will be owners must reapply upon every legislative re- charged to the landowner. Non-permanent enactment to continue receiving the exemption, improvements to manufactured housing The Legislature will enact categorical communities, or the homes located therein, will exemptions; local assessors will review not be assessed. individual applications for compliance and approve those that meet eligibility standards. Land in a manufactured housing community Informal Assessment Reviews - Assessment will continue to be assessed and taxed as rolls will be mailed by April 1, rather than the commercial property, current April 15 deadline. Assessors will conduct informal reviews of protested assessments Manufactured homes outside of between April 1 and April 30. If an assessor manufactured housing communities will changes the value of a property as a result of an continue to be taxed as residential real estate, but informal review, the assessor shall mail an the tax shall be imposed on the properly owner, amended assessment notice to the affected with the value of the home being added to the taxpayer. Appeals may be filed with the board of total value of the parcel on which the home is review between May I and May 15; hearings located. If a manufactured home is owner- will run from May 16 to June 30, and can be occupied, it is eligible for the new homeowner's extended until August 1 upon approval from the exemption Iowa Department of Revenue (IDR). Taxes imposed against all buildings on E ualization Orders - Equalization orders leased land will now be charged to the will be applied prospectively, not retroactively. landowner, not the owner of the building. For example, orders promulgated in August of However, if a manufactured home or a building 2005 will be effective for the assessment year on leased land sits on land which is exempt from beginning January 1, 2006. property taxes (such as government-owned property), the owner of the manufactured home Standardization - IDR shall develop or building on leased land shall be required to procedures and rules necessary to establish pay the property tax due. uniformity and standardization among the several assessors' offices throughout the state. Platted Lands IDR shall also have the power to enforce those Platted lands will receive a maximum rules. Those rules shall address, but are not assessment freeze of six years, as opposed to the limited to, the following: three-year limit currently in place. After six o A definition of agricultural land as it years, or when the properly is first improved, the relates to rural residential property; assessment freeze will expire and the O A definition of agricultural land as it classification will be changed to reflect the relates to land held for development; intended use of the land. The classification will o Assessment of farm buildings at uniform not be agricultural unless the standards for levels of cost; and determining "good faith" use for agricultural o Assessment of cable television property. purposes are sufficiently achieved. Multi-Jurisdiction Assessors ~ Local Assessment Procedures conference boards will be allowed to enter into Onsite Inspections - For the purpose of 28E agreements for the purpose of jointly accurately listing all properties, local assessors employing an assessor. shall conduct onsite inspections of every Central Assessment - Cable television property in their jurisdictions at least once every property and cellular towers will be centrally ten years, assessed by IDR. TAX: GROUP ~ - The assessor's general appraisal fund and special appraisal fund will be combined into one fund and levy. Fund balances may be designated for specific purposes. Confidcatialit_y - Assessors and boards of review will maintain the confidentiality of all income and expense information submitted to their offices by a private entity. ~ - All filings for exemption from property tax will be due April 1, except the homeowner's and charitable property exemptions, which will be due July 1. Effective Date Changes related to assessment and valuation shall be effective for the assessment year beginning January 1, 2006. The 2006 values will be the basis for taxes payable in the fiscal year beginning July 1, 2007. REPORTOF : Truth in Taxation The agricultural land credit will be Cities and counties will be required to use eliminated, and the associated funding should be standard budget publication and notice of public transferred to increase the family farm credit. hearing forms developed by the state's city and The family farm credit will be changed to a county finance committees. The forms will show direct payment from the state to the taxpayer, in changes in property valuations, expenditures, the form of either a property tax reimbursement revenues, tax askings, tax rates and equalization or a refundable income tax credit. orders from the current fiscal year to the The current homestead credit will be proposed budget year. The information should be eliminated with no phase-out. As noted earlier in presented as increases or decreases in dollar this report, a new homeowner's exemption of 513 amounts and percentages. The information percent of assessed value, with a floor of should also show what the tax rate would be if $10,000 and a ceiling of $150,000, will be there were no tax increase for the proposed implemented. budget. The notice will include a description of major changes in the proposed budget and Budget l meline examples of the effect of the proposed tax levy Cities and counties will certify tax increment on each property class. (See Appendices Ai-A2.) financing (TIF) debt to, and request TIF revenue Property Tax Credits and Exemptions from, county auditors by November 15 rather than December 1. The budget publication form The nfilitary credit and exemption will revert and notice of pubhc hearing must be published to a refundable income tax credit, which will no more than 20 and no less than 4 days prior to make the credit available even to veterans that the public heating (current requirements are no do not own property, more than 20 and no less than 10). All state The low-income (elderly and disabled) credit appropriations to cities and counties shall be will revert to a property tax reimbursement, i.e., enacted no later than March 1. If the deadline is a direct payment from the state to the taxpayer, not met, such appropriations shall be no less Taxpayers will file for the credit with their than they were the previous year. county treasurer by April 1. The treasurer will Fund Balances send the list of approved claims to the county auditor by June 1. The auditor will calculate the Cities and counties will pass a resolution to taxes due for each claimant and send a list to establish a target maximum ending fund balance, IDR by July 1. IDR will then send a check for expressed as a percentage of expenditures, for the appropriate amount to each claimant by undesignated/unreserved funds in the general September 1. The first property tax payment is fund for cities and the general basic and rural due September 30th. basic funds for counties. TAX GROUP The scope of budget appeal hearings will be limited to only those issues raised in the budget protest petition. Unfunded Ma.dates Code of Iowa Section 25B.2 will be amended so that local governments do not have to comply with any new state mandates if the state does not provide sufficient funding or levy authority. Effective Date Changes related to budgeting and taxation will be effective for the fiscal year beginning July 1,200"/. 12 REPORT OF Assessment limits and tax rate caps, two of could have been certified in each respective fund the current constraints on the property tax in the fiscal year beginning either July 1, 2005 system, will be replaced with a new property tax or July 1, 2006 if the city or county had levied revenue limitation. The new limitation will place its maximum statutory rate allowed under Code an inflation-based ceiling on property taxes of Iowa Section 384.1 for cities and Code of levied for the city general fund and the county Iowa Section 331.423 for counties. general basic and rural basic funds. The ceiling Inflationary_ Index - The index used to will be adjusted annually to reflect growth in determine the inflationary limit will be the assessed valuation due to new construction and "State and Local Government Price Index for other net new valuation. Cities and counties may Gross Domestic Product" (GPI), promulgated by levy up to the ceiling in any year, and may the U.S. Department of Commerce's Bureau of exceed the limitation only by following specific Economic Analysis. The inflation factor will be procedures. A detailed description of the the change in the third quarter average (July, limitation follows: August and September) from one year to the Property TaN Revenue Limitation next. For example, the inflation factor for the fiscal year beginning July 1, 2007 will be based Applicable Funds - City general fund on the change in the GPI from third quarter of property tax revenues and county general basic 2005 to the third quarter of 2006. and rural basic fund property tax revenues will be lirmted to inflationary increases, plus an Net New Valuation - In addition to the allowance for net new valuation, inflationary lirmt, all net new valuation will increase the property tax revenue limit for cities O The city general fund and county general and counties. "Net new valuation" is the net basic and rural basic funds will not have effect of the combined valuation changes any levy rate limits, i.e., the $8.10, $3.50, resulting from: new construction; additions or and $3.95 limits will be removed, improvements to existing properties; annexation or other boundary adjustments; expiration of tax Base Year Calculation - The base limitation abatements; and release of TIF increment amount shall reflect actual taxes certified or valuation, only to the extent that the released potential tax capacity in the fiscal year increment valuation is due to new construction, beginning either July 1, 2005 or July 1, 2006, as additions or improvements to existing properties, chosen by each city and county, and shall be annexation or other boundary adjustments, or adjusted by inflation and net new valuation to expiration of tax abatements occurring after the arrive at the limitation amount for the fiscal year division of TIF revenue begins. beginning July 1, 2007. The base limitation amount shall be the greater of: 1) the actual o The current tax rate in the appropriate arnount of property taxes certified in each fund will be applied against the total respective fund (general fund for cities, general amount of net new valuation to basic and rural basic funds for counties) in the determine the additional allowable fiscal year beginning either July 1, 2005 or July revenue. 1, 2006; or 2) the amount of property taxes that TAX GROUP Unused Levy Capacity - Subsequent to the Upon petition of ten percent of the registered base year, the property tax revenue limitation voters of the city or county, as appropriate, a will be calculated by multiplying the maximum referendum will be held on the proposed tax amount for the previous year by the current levy. If a majority of voters oppose the proposed inflation factor, and then adding allowable levy, then the city or county may not exceed its revenue for net new valuation. The maximum revenue limit by more than three percent. property tax revenue for any year depends on the o Temporary Exception or Permanent maximum for the previous year, not the actual Addition - A city or county may propose for the previous year. This allows cities and to exceed its limitation with either a counties to carry forward an unlimited amount of unused levy capacity, and prevents penalizing temporary exception or a permanent addition; both are subject to the local governments that tax less than their additional public hearing and petition maximum amounts. Any restriction on carrying forward unused levy capacity encourages local provisions noted in the previous paragraph. A temporary exception allows governments to tax to the maximum allowable extent and is counter-productive to the intent of the jurisdiction to levy amounts in excess of the limitation for a specified number a tax limitation, of years, but does not increase the base limitation amount. A permanent addition Exceeding the Limitation - In lieu of the increases the base limitation amount and emergency levy for cities (Code oflowa Section will therefore result in a higher limitation 384.8) and the additions to basic levies for in all subsequent years. Whether the counties (Code of Iowa Section 331.426) proposal to exceed the property tax allowed under current law, a local government revenue limitation is temporary or may exceed its property tax revenue limit, subject to certain restrictions. If a city or county permanent shall be noted on the notice of the additional public hearing. proposes to exceed its limitation, it is required to conduct a public hearing, at which the proposed o This section is in addition to, and shall levy is presented and citizens' views may be not be construed as prohibiting or heard, no less than 30 days prior to the budget amending, the budget protest provisions certification date. This is separate from the of Code of Iowa Chapter 24. public hearing at which the budget is certified. Additionally, the portion of the proposed tax Effective Date levy that exceeds the limitation by greater than The property tax revenue limitation will be three percent, a figure that is comparable to the effective for the fiscal year beginning July 1, size of the $0.27 emergency levy currently in 2007. effect for cities, is subject to reverse referendum. Local Government Tax Group Notice of Public Hearing - City NOTICE OF PUBLIC HEARING - CITY BUDGET AND PROPERTY TAXES Fiscal Year Jul), 1, 2004 - June 30, 2005 CITY NAME: FAR LAKE Your mayor and city council enact the budget that determines the total property tax asking for your cily government. The mayor and city council will hold a public hearing on the city budget and on [he amount of property taxes it is proposing to collect to pay for the costs of services the city will provide in fiscal year 2004-05. SPENDING: The total budget amounts below compare the city's FY04 budget with the amount the city proposes to spend in FY05. FY04 Total ~ Proposed FY05 Change from ~ Percent Actual BudgetI Budget I FY04 to FY05I Change $104,419,901 $107,390,544 ~ $2,970,643 2.84% TAXES: The property tax amounts below compare that podion of the current budget levied in property taxes for FY04 with the property taxes the city proposes to receive in FY05. Taxes Property Taxes FY04 to FY05 Change $30,843,366 $33,494,416 $2,651,050 8.60% OTHER REVENUES: The city funds much of its budget from non-property tax sources, including state and federal monies, other local taxes, use of cash reserves, and fees. The amounts below compare the Other Revenue budgeted in FY04 to the Other Revenue amount anticipated in FY05. i FY04Other i ProposedFY05 I Change fromI Percent Revenue Other Revenue FY04 to FY05 Change $73,576,535 $73,896,128 $319,593 0.43% TAX RATE COMPARISON: The following compares the city's current (FY04) local tax rate, the city's tax rate if no tax asking increase is adopted, and the city's proposed tax rate for FY05. {Rates are expressed in dollars of tax per thousand dollars of taxable valuation of your property.) I FY04 I FY 05 Tax Rate if , ProposedFY05 Tax Rate NO Tax Increase ~ Tax Rate $18.90913 $17.28204 ~ $18.78999 TAXES BY CLASS OF PROPERTY: Because of State orders regarding property valuation, different classes of property are affected as follows: Increase/ Increase/ Tax Decrease in gross Decrease in gross Increase/ taxes, $50,000 taxes, $100,000 Decrease property property % Residential $24 $48 4.95% Commercial $155 $310 16.39% Industrial -$6 -$12 -0.63% Agricultural -$32 -$63 -21.00% MAJOR CHANGES: Major changes in revenues and expenditures (and consequently tax askings) include the following: wage increase of SXXXX insurance increase of SXXXX etc etc etc etc ATTEND THE PUBLIC HEARING All cit~ residents are invited to attend the public hearing of the city council to express their opimons on the budget and on the proposed amount of FY05 property taxes. The hearing will be held as follows: Monday, March 8, 2004 at 5:30 pm Far Lake City Council 123 Main Street Far Lake, Iowa You are invited to send your written comments to: The complete city budget may be viewed at: Far Lake City Council Far Lake City Council 123 Main Street 123 Main Street Far Lake, IA 00000 Far Lake, IA 00000 ~5 Local Government Tax Group Notice of Public Hearing - County NOTICE OF PUBLIC HEARING - COUNTY BUDGET AND PROPERTY TAXES Fiscal Year July 1, 2004. June 30, 2005 COUNTY NAME: NEAR LAKE COUNTY NO: A-1 Your county board of supervisors enacts the budget that determines the total property tax asking for your county government The board of supervisors will hold a public hearing on the county budget and on the amount of property taxes it is proposing to collect to pay for the costs of services the county will provide in fiscal year 2004-05. SPENDING: The total budget amounts below compare the county's FY04 budget with the amount the county proposes to spend in FY05 FY04 Total [ Proposed FY05 Change from Percent Actual BudgetI Budget FY04 to FY05 Change $60,846,333 $61,118,064 $269,731 0,44% TAXES: The property tax amounts below compare that portion of the current budget levied in property taxes for FY04 with the property taxes the county proposes to receive on its own behalf in FY05. FY04 Property I Proposed FY05 I Change from Percent Taxes ] Property Taxes FY04 to FY05 Change $25,326,540 [ $26,333,266 $1,006,726 3,97% OTHER REVENUES: The county funds much of its budget from non*property tax sources, including state and federal monies, ether local taxes, use of cash reserves, and fees. The amounts below compare the Other Revenue budgeted in FY04 to the Other Revenue amount anticipated in FY05. Revenue Other Revenue FY04 to FY05 Change $35,521,793 $34,784,798 ($736,995) -2.07% TAX RATE COMPARISON: The following compares the county's current (FY04) local tax rate, the county's tax rate if no tax asking increase is adopted, and the county's proposed tax rate for FY05. (Rates are expressed in dollars of tax per thousand dollars of taxable valuation of your property.) Tax Rate NO Tax Increase Tax Rate $7.74621 $7.25646 $7.49237 TAXES BY CLASS OF PROPERTY: Because of State orders regarding property valuation, different classes of property are affected as fellows: Increase/ Increase/ Tax Decrease in gross Decrease in gross Increase/ taxes, $50,000 taxes, $100,000 Decrease property property % Residentia $4 $9 2,15% Commercial $51 $103 13.29% Industrial -$13 -$25 ~3,28% Agricultural -$78 -$156 -20.09% MAJOR CHANGES: Major changes in revenues and expenditures (and consequently tax askings) include the following: - A 2% across-the-board wage increase for county workers results in an expediture increase of $445,000. - An 8% increase in health insurance rates results in an expenditure increase of $255,000. etc etc etc etc ATTEND THE PUBLIC HEARING All county residents are invited to attend the public hearing of the board of supervisors to express their opinions on the budget and on the proposed amount of FY05 property taxes. The hearing will be held as follows: Monday, March 15, 2004 at 6:00 pm Near Lake County Office Building, Room 100 1234 Elm Street Far Lake, Iowa 00000 You are invited to send your written comments to: The complete county budget may be viewed at: Near Lake County Office Building, Room 100 Near Lake County Office Building, Room 100 1234 Elm Street 1234 Elm Street Far Lake, iA 00000 Far Lake, IA 00000 ~7 Ames Tribune, "Property Taxes: They Aren't Journal of Public Economics, "The Effect of What They Seem," 1995. Property Tax Limitation Measures on Local Government Fiscal Behavior," Richard F California Taxpayers' Association, "Why Taxpayers Dye and Therese J. McGuire, 1997. Hate the Property Tax System," Eric Miethke, 1998. National Association of Counties, "County Revenues: A Survey of Authority and Cato Institute, "Proposition 13 and State Budget Practice," 2001. Limitations: Past Successes and Future Options," Michael J. New, 2003. National Conference of State Legislatures, "A Guide to Property Taxes: An Overview," 2002. Citizens Research Council of Michigan, "Outline of the Michigan Tax System," 2003. National Conference of State Legislatures, "A Guide to Property Taxes: Property Tax Code of Iowa, 2003 and Merged Supplement Relief," 2002. Colvin v. Story County Board of Review, 653 Point Blank, "Money to Burn," 2004. N.W. 2d 345, Iowa Supreme Court 2002. The Public Interest Institute at Iowa Wesleyan Florida Department of Revenue College, various papers. Illinois Department of Revenue South Dakota Department of Revenue International Association of Assessing Officers, State Tax Commission of Missouri "Standard on Property Tax Policy," 1997. State of Oregon Legislative Revenue Office, "The Iowa Administrative Code New Direction of the Oregon Property Tax Iowa Department of Management System Under Measure 50," 1999. Iowa Department of Revenue Texas Comptroller, "Taxpayers' Rights, Remedies and Responsibilities," 2004. Iowa General Assembly, 2003 Session, Senate File 41 Wisconsin Counties Association, "TABOR Update," 2004. Iowa General Assembly, 2003 Session, Senate Study Bill 1168 The World Bank, Economic Development Institute, "Designing and Implementing a Property Iowa Legislative Services Agency, "Fiscal Tax System: Policy and Administrative Factbook," 2003. Issues," Michael E. Bell, 2003. Iowa Legislative Services Agency, "Iowa Property Tax," Jeff Robinson, 2004. Iowa Legislative Services Agency, "Legislative Guide to Local Property Taxes," 2002. The Iowa Policy Project, various papers. Iowa State Association of Assessors Iowa State University Extension Services , IOWA fie LEAGUE of CITIES Iowa State Association of Counties Iowa League of Cities 501 SW Seventh Street 317 Sixth Avenue Suite Q Suite 800 Des Moines, IA 50309 Des MoJnes, IA 50309 (515) 244-7181 (515) 244-7282 www. iowacounties.org www. iowaleague.org Date: January 6, 2005 To: Iowa City Area State Legislative Delegation From: Iowa City City Council Re: Legislative Issues Recently, the City Council convened in an informal work session to discuss various legislative issues they would like to bring to your attention. These issues are intended to provide you with some of our concerns and how state legislation might be undedaken to address these concerns. 1. Hotel Tax - The City Council would be interested in the hotel/motel tax cap being raised from 7% to 9%. The Council is aware of how the current law restricts the expenditure of these tax funds. We did, however, specifically note that cultural activities would be an area of interest for financing with respect to a new source of hotel/motel tax income. 2. Condominium Taxes - Developers often build new "apartment buildings" to be leased by the ownership interests as income property and yet by merely calling them "condominiums" avoid the full taxable value by securing residential rollback. In that these "condominium" units are not truly owner-occupied it is the Council's position and concern they should be taxed at a rate that is similar to other commercial properties and income- producing apartments. Furthermore, there should be no provision for grandfathering of the existing condominium/apartments as well as halting further conversions. 3. Property Tax Code - While there are a number of issues associated with the property tax rules and regulations, of specific concern to the Council is the desire to have a minimum rollback guarantee. It is difficult to budget on an annual basis when the value of residential property is subject to an annual formula-driven reduction. Long-term planning can be more effective if rollback is stabilized at a particular percentage. 4. Penalties for Alcohol Violations - While there is much discussion and many opinions about alcohol abuse, of particular concern is the fine schedule, notably possession of alcohol under the legal age (PAULA). The $100 fine is simply not sufficient to be a deterrent to this type of alcohol abuse activity. It has been suggested that $500 for each PAULA violation would be a far more effective deterrent. Furthermore, all of these Janua~ 6,2005 Page 2 problems associated with alcohol misuse, including public intoxication, alcohol distribution by license holders, fake IDs, etc. are of a serious community concern. 5. Labor Contracts - In the current public employee bargaining laws, the arbitration process is ultimately guided by the comparison of proposals with only other public agencies. In our case it is most often the ten largest cities in Iowa. Comparing public agencies only makes it difficult to achieve a realistic picture of what the actual employee market is for a particular position and the scale of wages and benefits that must be paid. In order to achieve better cost control, comparison with the private sector (clearly the largest employer throughout the state) is being excluded for comparison purposes and therefore difficult to have the City discover the "real" market for employee wages in a comparable position. A change in the public employee bargaining law to allow a broader comparison opportunity would be helpful to managing costs. 6. No Smoking - The adoption of legislation which would grant the City the ability to provide its own initiatives as it relates to smoking regulation. This would allow us to act at the local level on this important community issue. CITY OF IOWA CITY www,iegov.org January 24, 2005 OFFICE OF THE CITY MANAGER Conner Center Chris O'Hanlon Stephen J. Atkins City Manager 730 S. Dubuque Street steve-atkins~iowa-city.org Iowa City, IA 52245 Dale E. Helling Assistant City Manager Dear Chris: dale-helling~iowa-city.org This letter is to inform applicants of the FY06 Community Event and Program Funding that a public hearing on the FY06 budget for Iowa City will be held by City Council on February 15, 2005 at 7:00 p.m. in City Hall. You are welcome to attend. If you should have any questions, please call Kathi Johansen in my office at 319 356-5010. Sincerely, . ~ Stepnen J. Atkins City Manager cc: City Council 410 E. Washington Street Iowa City, IA 52240 Phone: (319) 356-5010 Fax: (319) 356-5009 Community Events Aid to Agencies in FY06 Conner Center Chris O'Hanlon 730 S. Dubuque Street Iowa City, IA 52245 Downtown Association Jill Hansen PO Box 64 Iowa City, IA 52244 Extend the Dream Foundation Elisabeth Beasley 401 S. Gilbert Street Iowa City, IA 52240 Iowa Arts Festival Bob Goodfellow PO Box 3128 Iowa City, IA 52244 Iowa City/Coralville Jaycees Craig Norton PO Box 2358 Iowa City, IA 52244 Iowa City Jazz Festival Steve Grismore PC) Box 10054 Iowa City, IA 52244 Johnson County Historical Society Margaret Wieting PO Box 5081 Coralville, IA 52241 Johnson County Juvenile Justice Youth Development Program 212 Rocky Shore Drive Iowa City, IA 52246 Young Actors Theatre Adam Burton PO Box 705 Iowa City, IA 52240 om Mayor Pro tem Wilburn / F_~SI CFNIP~L IOWA COUNCIL OF GOVERNMENTS YOUR REGIONAL PLANNING AGENCY MEMORANDUM DATE: January 19, 2005 TO: ECICOG 13,~d of/..Directors . FROM: Doug ElliotflhL~ecutive Director SUBJECT: Annual Meeting - Thursday, January 27, 2005 The ECICOG Board of Directors will meet at 1:00 p.m., on Thursday, January 27, 2005, at the ECICOG offices. This will also serve as the annual meeting, and appropriate items have been added to the agenda. Item 2.0 Routine Matters: Financial statements for the month of December are enclosed. Item 3.1 Chairperson's Report: Chairperson Barron appointed a nominating committee at the December executive committee meeting including Ann Heam, Ed Brown and Ric Gerard. The nominating committee met in December, and will present the following slate of officers for 2005 for the board's consideration: Chairperson - Lu Barron, Linn County Supervisor Vice Chairperson - David Vermedahl, Benton County Supervisor Secretary/Treasurer - Gary Edwards, Iowa County Citizen On behalf of the board, I'd like to welcome Randy Payne, Washington County Supervisor, and Bill Daily, Belle Plain Public Works Director, as new members of the board of directors. At this writing, not all counties have completed board appointments. Item 3.3 Director's Report: As required each year, a resolution naming the official dePOsitory for ECICOG's funds is enclosed for your consideration. I have also enclose.d a letter from the Iowa League of Cities regarding training for small communities. In addition to your concurrence in coordinating with the League, i'd also appreciate your ideas on training topics. Items 3.4 Community Development Report: A travel request to attend the national conference of the American Planning Association (APA) is enclosed for your consideration. Items 3.5, 3.6 & 3.7 Housing, Circuit Rider and Solid Waste Reports: ACircuit Rider Report will be distributed at the meeting. Other staff reports are enclosed. Item 3.8 Transportation Report: A staff report is enclosed. The board will be asked to set a public heating to take place in February for the Consolidated Transit Applic'ation for FY 2006. OVER 108 Third Street SE, Suite 300 Cedar Rapids, Iowa 52401 319-365-9941 FAX 319-365-9981 www. ia.net/Necicog 100%' POST CONSUMER CONTENT Next Meeting January 19, 2005 Page 2 Item 4.0 Committee Reports: 4.1 Executive Committee Report: The Executive Committee met in lieu of the full board on December 22, 2004. Minutes from the meeting are enclosed. 4.2 Personnel Committee Report: The ECICOG Personnel Committee met on December 9, 2004, to conduct the executive director's performance review and to deliberate the proposed salary plan for FY 2006. Minutes are enclosed. Recommendations of the committee were forwarded to the Budget Committee, and are reflected in the proposed budget. 4.3 Budget Committee Report: The ECICOG Budget Committee met on December 20, 2004, and is presenting the enclosed proposed agency budget for FY 2006. 4.5 & 4.6 Transit Operators Group & Solid Waste TAC: Minutes from the most recent meetings are enclosed. Please review the remainder of the enclosed materials, and contact us if you have questions prior to the meeting on the 27th. Enclosures East Central Iowa Council of Governments Board Meeting Notice o~ 1:00 P.M. January 27, 2005 East Central Iowa Council of Governments 108 Third Street SE, Suite 300- Cedar Rapids, Iowa TEL 365-9941 FAX365-9981 pages 1.0 CALL TO ORDER · 1 Recognition of Alternates .2 Public Discussion · 3 Approval of Agenda 2.0 ROUTINE MATTERS 1-3 .1 Approval of Minutes (November 23, 2004) 4-12 .2 Preceding Month's Budget Reports/Balance Sheets 3.0 AGENCY'REPORTS · 1 Chairperson's Report · Nominating Committee Report .2 Board Members' Reports 13-14 .3 Director's Report · Depository Resolution · ILC Workshops 15-18 .4 Community Development Report · Travel Request- APA National Conference 19-21 .5 Housing Report .6 Circuit Rider Report 22 .7 Solid Waste Report 23-24 .8 Transportation Report · Set Public Hearing for Consolidated Transit Application 4.0 COMMITTEE REPORTS 25-26 .1 Executive Committee · Approval of December 22, 2004 minutes 27-28 .2 Personnel Committee · Executive Director Performance Review · Present Proposed FY 2006 Salary Plan .3 Budget Committee · Present Proposed FY 2006 Agency Budget .4 ITS Task Force 29-30 .5 Solid Waste Technical Advisory Committee - information only 31-32 .6 Transit Operators'Group - information only 5.0 OLD BUSINESS · 1 Approval of Expenditures 6.0 NEW BUSINESS 7.0 NEXT MEETING: February 24, 2005 ECICOG is the Region l O planning agency serving local governments in the counties of Benton, Iowa, Johnson, Jones, Linn, and Washington. MINUTES East Central Iowa Council of Governments Board Meeting 2:00 p.m. -November 23, 2004 1512 7th Street, Coralville, Iowa MEMBERS PRESENT Lu Barron-Linn County Supervisor Linda Langston-Linn County Supervisor Ann Hearn-Linn County Citizen Aaron Chittenden-Jones County Citizen Ed Brown-Mayor of Washington Pat Harney-Johnson County Supervisor Henry Herwig-Coralville City Council Don Magdefrau-Benton County Citizen Don Gray-Mayor of Central City Dennis Hansen-Jones County Citizen Gary Edwards-Iowa County Citizen Charles Montross-Iowa County Supervisor Larry Wilson-Johnson County Citizen Ed Raber- Washington County Citizen Dawn Pettengill-Mayor of Mt. Auburn David Vermedahl-Benton County Supervisor Leo Cook-Jones County Supervisor Ross Wilburn-Iowa City City Council MEMBERS ABSENT Ric Gerard-Iowa County Supervisor Bob Stout- Washington County Supervisor Wade Wagner-Cedar Rapids Commissioner ALTERNATES PRESENT Alice DeRycke-Iowa County Supervisor OTHER'S PRESENT Larry Pump-Larry Pump, CPA STAFF PRESENT Doug Elliott-Executive Director Gina Peters-Administrative Assistant Jennifer Ryan-Planner Mary Rump-IT~Transportation Planner Robyn Jacobson- Transit Administrator Amy Peterson-Program Administrator Eric Freese-Housing Specialist Kristin Simon-Planner Chad Sands-Planner Lisa-Marie Garlich-Planner 1.0 CALL TO ORDER The meeting was called to order by Chairperson, Lu Barron at 2:04 p.m. .1 Recognition of Alternates Alice DeRycke - Iowa County Supervisor .2 Public Discussion - None .3 Approval of Agenda M/S/C (Brown/Wilson) to approve the agenda. All ayes. 2.0 ROUTINE MATTERS .1 Approval of Minutes (September 30, 2004) M/S/C (Langston/Hansen) to approve the minutes as written. All ayes. .2 Preceding Month's Budget Reports/Balance Sheets (Raberjoined the meeting at this time.) Elliott gave an overview of the October financial statements. M/S/C (Heam/Harney) to receive and file the October financial statements for audit. All ayes. 3.0 AGENCY REPORTS .1 Chairperson's Report (Vermedahl, Pettengill & Cook joined the meeting at this time.) Larry Pump from Larry Pump, CPA presented the FY 2004 audit report. A copy of the report was handed out to all board members. M/S/C (Langston/Cook) to receive and approve the FY 2004 audit report. All ayes. .2 Board Members' Reports - None .3 Director's Report (Wilburn joined the meeting at this time.) Elliott said Dr. Wu from www.publicsalary.com contacted him and offered a full membership to the region at no charge. Board members are to let Elliott know by December 15th if their counties are interested. Elliott handed out an Opportunity Iowa handout. Discussion followed. Elliott noted general support from the board and will support it at the IARC level. Elliott told the board COG's recently have become eligible to participate in Iowa Communities Assurance Pool (ICAP) for professional coverage. ECICOG would have to cancel current policies and join ICAP. Elliott said the cost would be close to the budgeted amount. Brown and Gray both said their cities have ICAP coverage and are happy with it. Discussion followed. M/S/C (Wilburn/Langston) to allow the chair to sign the agreement with ICAP. All ayes. Elliott handed out his performance review form and goals from the previous year. Wilson gave an overview of the revised executive director forms and asked board members to fill them out and return to him at the end of the meeting. The minutes from the personnel committee were handed out also. Elliott then gave a presentation to the board. Brown, Hansen, Hearn, and Edwards, personnel committee members, praised Wilson on his work to revise the forms. .4 Community Development Report Sands told the board hazard mitigation plans for the City of Central City and Linn County have been completed. Peterson announced staff will be submitting nine CDBG applications in December. Freese gave an overview of the 2~ Annual Lead Conference held in Cedar Rapids. He also gave an update on the GRO house. He said USDA has requested 3 items be completed before the house is sold. .5 Housing Report This report was combined with item 3.4. .6 Solid Waste Report Ryan told the board she recently assisted the City of Vinton with a SWAP application for composting equipment. She also submitted an application on behalf of the Jones County Solid Waste Commission for recycling collection and education. Ryan gave an overview of the ISOSWO/IRA fall conference she and Simon attended in Sioux City. She told the board Benton County and its landfill commission received the 2004 Outstanding Intergovernmental Cooperation Award from the Iowa Society of Solid Waste Operations for their recycling program. ECICOG received the 2004 Outstanding Solid Waste Management Education Program Award for the summer library reading program. Ryan told the board Simon will be in Washington D.C. December 1-5 attending the national conference of Keep America Beautiful. She will accept the President's Circle Award on behalf of Keep Linn County Beautiful. .7 Transportation Report Rump told the board six STP and nine enhancement applications were received. These applications are for FY 2006-2008 projects. 4.0 COMMITTEE REPORTS .1 Executive Committee M/S/C (Pettengill/Vermedahl) to approve the minutes of the November 1, 2004 meeting. All ayes. .2 ITS Task Force Langston gave an update on the meeting held last Friday. She said Route Match will make a presentation at their meeting on December 7. 5.0 OLD BUSINESS .1 Approval of Expenditures M/S/C (Brown/Wilson) to approve payment of expenditures. All ayes. 6.0 NEW BUSINESS Ban'on and Elliott presented awards to board members that have terms expiring on December 31~t. M/S/C (Brown/Chittenden) to authorize the executive committee to meet in lieu of the full board in December. All ayes. NEXT MEETING: Executive Committee to meet in December - TBA Gary Edwards, Secretary/Treasurer January 27, 2005 Date 3 Community Development Report Date: January 27, 2004 From: Chad Sands, AICP, Planner Lisa J. Treharne, Planner Lisa-Marie Garlich, Planner Amy Peterson, Program Administrator Eric Freese, Housing Inspector Status of Planning Projects · Work is continuing on the Benton County Comprehensive Plan. Monthly work-sessions with the Planning and Zoning Commission have focused on development tools to assist in managing the rapid growth in the County. In particular, the Commission is reviewing a proposed Land Evaluation and Site Assessment (LESA) program. ( Work on the Johnson County Zoning and Subdivision Ordinance is complete. The County Board of Supervisors adopted the ordinance in December. Major changes to the ordinance include updated definitions, format changes to the overall ordinance layout and changes to specific requirements and regulations. · Linn County has asked for a service proposal for the creation of another City/County Strategic Growth Plan. · The City of North Liberty's update of their comprehensive plan is progressing. The Planning and Zoning Commission is meeting monthly, focusing on updating outdated community goals. The City of Springville's zoning ordinance is nearing completion. The Planning and Zoning Commission will review the draft ordinance in February before recommending it on to the City Council. Once the Zoning Ordinance is complete, work on the subdivision ordinance will begin. In addition, a planning and zoning training session will be held after both ordinances have been adopted. · ECICOG staff prepared a grant application for the city of Vinton to fund the creation of a local pre-disaster mitigation plan. The grant was approved by the State pending final approval by FEMA. Final approval should occur soon and the plan should take 6 to 8 months to complete. ECICOG is providing site plan and development review services for the Cities of Bertram and Shueyville. Staff represents the City of Bertram on the Linn County Technical Review Committee when reviewing conditional use applications outside of the City of Bertram. There were no conditional use permit reviews during the month of December in Bertram. · Economic Development Administartion (EDA) staff has contacted ECICC)G about our designation request. As you recall, ECICOG had requested to become designated as an EDA District. It appears that the request is ready to be approved, pending an update to our Region 10 Comprehensive Economic Development Strategy (CEDS) information. EC[COG--Housing Report--3a Ua 200S Lisa Treharne, Planner, ext. 29 Amy Peterson, Program Administrator, ext. 21 Eric Freese, Housing Specialist, ext. 24 Lisa-Marie Garlich, Planner, ext. 33 Grant Updates Funded: Citizen State Bank in Wyoming has received $55,000 from the Federal Home Loan Bank for single-family housing rehabilitation in ]ones County. EC[COG submitted the Federal Home Loan Bank grant application for 3ones County October 1, 2004. Benton County and possibly Washington County will apply for a Federal Home Loan Bani( grant for single- family housing rehabilitation in April of this year. Housing Rehabilitation Projects J Anamosa Rehabilitation T[. The City was awarded funds to rehabilitate 10 houses. Eleven homes are completed. One home is currently under construction. The City may have additional funds to complete two more homes, for a total of 14. The City is using -FIr Funds to rehabilitate another home. Three homes were deemed ineligible. Grant: $379,850 Local Match: $10,000 T~F Funds: $52,120 Source of Funds: HUD/~DED Housing Fund Brighton Rehabilitation. The City was awarded funds to rehabilitate 9 houses. Seventeen applications were received. Four homes are complete, three homes are in construction, and two homes are in the verification process. Four applicants have dropped out of the program. Grant: $370,600 Local Match: $14,000 Source of Funds: HUD/TDED Housing Fund GoralvilleRehabilitation. The City was awarded funds to rehabilitate at least 11 houses. Twelve omes are complete and closeout paperwork has begun. rant: $417,411 Local Match: $20,000 Source of Funds: HUD/IDED Housing Fund Fairfax Rehabilitation. The City was awarded funds to rehabilitate 10 houses. Ten homes are completed and funds are available to complete an eleventh home. This home is under construction. Grant: $273,990 Local Match: $10,000 Source of Funds: HUD/IDED Housing Fund GRO House. SOLD v one Tree Rehabilitation. The City was awarded funds to rehabilitate 8 houses. Fifteen applications ere received. Five homes are complete. Three are in the verification process. rant: $320,312 Local Match: $8,000 Source of Funds: HUD/]DED Housing Fund Marion Rehabilitation. City of Marion was awarded funds to rehabilitate 10 affordable single-family, owner-occupied units. Funds have been released. Homeowner meetings are being scheduled. The top three applicants are being verified and inspected. 23 applications were received. Grant: $396,790 Local Match: $40,000 Source of Funds: HUD/TDED Housing Fund Martelle Rehabilitation. The City was awarded funds to rehabilitate 8 houses. All nine homes are completed. Close-out should be commencing soon. Two homes were deemed ineligible. Grant: $307,986 Local Match: $8,000 Source of Funds: HUD/TDED Housing Fund Olin Rehabilitation. The City was awarded funds to rehabilitate 10 houses. The City had additional funds to complete twelve homes. Twelve homes are completed. The 13th home is currently in the bidding process. Eight homes have been deemed ineligible. A waiting list has been established. Grant: $379,850 Local Match: $10,000 Source of Funds: HUD/IDED Housing Fund Wellman Rehabilitation. The City was awarded funds to rehabilitate 10 houses. Seven homes are complete. Three homes are under construction. Additional funds may be left to do more homes. Two homes were deemed to be infeasible. The other applicants are on file on a waiting list. Grant: $379,850 Local Natch: $17,000 Source of Funds: HUD/IDED Housing Fund IFederal Home Loan Bank Projects .aOhnson County Federal Home Loan Bank ][11. ECICOG received a third round of funds on behalf of he Johnson County Housing Task Force for the rehabilitation of 20 homes. Applications are being ccepted and processed. Fourteen applications have been received and are eligible for the program. More applicants are needed. Ten have been completed, one is in the construction phase, two are waiting on bids and one is in the verification stage. Grant: $107,500 Local Match: $101,820 Source of Funds: Federal Home Loan Bank Washington County Federal Home Loan Bank T. ECICOG received funds on behalf of Washington County to assist 10 homes. There are 8 homes that have been completed and 2 that are in the construction phase. Grant: $53,750 Local Match: $50,910 Source of Funds: Federal Home Loan Bank IFlood Buy Out Projects Central City Flood Buy-Out I. All five homes have been purchased. All homes have been demolished. The financials are cleared. The project cannot close out until the Hazard Mitigation Plan is adopted. Grant: $179,632 Source of Funds: FEMA/State of Iowa/Central City Central City Flood Buy-Out T:L All homes have been bought out. Three homes are scheduled for relocation. The fourth home is going to be demolished or burned by the city. Another home was added to this project. Tt has been bought out and was sold by the city. As of 3une 2004, another home was added to be bought out from the program. This will be completed by September 31, 2004. Grant: $371,547 Source of Funds: FENA/State of Iowa/Central City Unn County Flood Buy-Out [. The county was awarded funds to acquire four houses. All demolition is complete. The last home was disqualified for funding. Financials complete. Linn County Flood Buy-Out Phase II. The county was awarded funds to purchase and demolish four homes. This project is now complete. FEMA is currently closing out the project. Grant: $118,169 Source of Funds: FEMA/State of Iowa/Linn County Marion Flood Buy-Out. The City was awarded funds to acquire and demolish three homes flooded by the June 04, 2002 rains. The City closed on one home. The Demolition is completed. The second home was able to get an extension: the extension has been granted until 2005. The third home chose not to participate. Grant: $ 264,117 Source of Funds: FEMA/State of Iowa/City Monticello Flood Buy-Out. The City was awarded funds to acquire and demolish two homes flooded by the _lune 02, 2002 rains. Both homeowners have closed on their homes. The Demolition is completed. The other home was sold by the city and relocated out of the floodplain. Close out procedures will soon commence. Grant: $133,599 Source of Funds: FENA/State of iowa/City ECICOG Hous/ng Repod ECICOG Solid Waste Planning Report DATE: January 17, 2005 FROM: Jennifer Ryan, Solid Waste Planner, ext. 31, iennifer, ryan~ecico.q.or.q Kristin Simon, Solid Waste Planner, ext. 26, kristin.simon~ecico.q.or.q Jones County School Recycling Project. Submitted a SWAP application on behalf of the Jones County Solid Waste Management Commission to assist all four school districts with recycling collection and education. Requesting funds for containers and storage sheds to collect recyclable materials more efficiently. If funded, ECICOG staff will develop and give presentations to faculty, staff, and students about recycling at school. A recycling contest at each school will encourage involvement within the community. Contact Jennifer for more information. Community / Member Assistance. City of Keystone. Assisting Keystone with their RFP and contract for waste / recycling collection services.  City of Lone Tree. Assisting Lone Tree in their effort to ban open burning including providing sample ordinance language. City of Traer / City of Dysart. Traer and Dysart are considering changes to their current municipal waste collection services. Staff is providing technical assistance. Benton County Landfill. A recyclables processor has had an increase of sharps in the material coming from Benton County. Staff is researching opportunities to partner with health clinics and pharmacies to promote proper disposal. CR / LC Solid Waste A.qency. Assisting the Agency develop a strategy to encourage small businesses to increase their recycling efforts. Contact Jennifer for more information. Education Update. Compiling an education plan specific to each member landfill including advertising, brochure updates, presentations, and local event displays. Contact Kristin for more information. ECICOG PERSONNEL COMMITTEE Meeting: Committee Meeting, December 9, 2004 Location: Linn County Administration Office Building Time: 10:00 to 11:30 a.m. Attendance: Ed Brown, Ric Gerard, Ann Heam, Don Magdefrau, Larry Wilson, Chair Absent: Dennis Hansen Also Attending: Doug EIliott (for review portion of meeting) Meeting Notes I. Agenda A. No changes were made to the Agenda II. Board Responses and FY 2005 (yrs. 2005-2006) Performance Goals A. Committee reviewed the tabulation of the Board responses from the Executive Director Evaluation forms distributed at the November 23 Board meeting. Reviews were very positive with no concerns expressed. There were several notes of commendation of efforts that were well done. B. FY 2005 goals suggested by the Board were reviewed and tentative goals were developed for discussion with the Executive Director. III. Review of Current Year Performance Evaluation and 2005 Goals with Executive Director A. Executive Director was invited to join the Committee meeting for review of the past year's performance evaluation by the Board. The Committee expressed great satisfaction with the review comments and the Executive Director's excellent performance over the past year. B. Tentative goals for FY 2005 were discussed and by mutual input and agreement four goals for FY 2005 were set. The committee decided that four goals were sufficient since one goal was expanded with specific implementation strategies. The FY 2005 goals in order of importance are: 1. Update agency Strategic Plan 2. Visit the constituency in the agency service area a. Executive Director visit member government city councils, boards and other agencies throughout the EClCOG service area to the extent practical to listen to constituency concerns and needs as well as inform them of agency services available. b. Staff visit member government city councils, boards and other agencies throughout the ECICOG service area, particularly those that the Executive Director is unable to visit. c. Notify the local ECICOG Board representative when meetings are set so he/she can attend. d. Develop a visitation plan and schedule for the year. 3. Prepare an evaluation of the agency's office physical facilities and recommend any interim improvements that are needed in the next five years or until space in the proposed transit facility becomes available. 4. Continue to monitor and advocate securing EDA designation IV. Salary Recommendations A. The committee reviewed with the executive, his evaluation of staff performance and salary recommendations. B. The committee will recommend to the Budget Committee, a FY 2005 salary for the Executive Director. The committee will also recommend to the budget committee that the excellent performance by staff during the past year be recognized in budgeting MINUTES EAST CENTRAL IOWA COUNCIL OF GOVERNMENTS Solid Waste Technical Advisory Committee (SWTAC) I PMf .lanuary 13f 2005 Iowa City Airport, Iowa City NON-VOTING MEMBERS PRESENT VOTING MEMBERS PRESENT Iowa City/Johnson County: CR/LC SW Agency: Floyd Pelkey ]on Thomas, Brad Neumann CR/LC SW Agency: Marie DeVries Iowa Waste Exchange: John Koch Iowa City/.lohnson County: STAFF PRESENT Dave Elias .lennifer Ryan Tama County: Lyle Brehm Kristin Simon MINUTES: Minutes from the December 2004 meeting were corrected and approved. oOCal Updates- wa City J .lohnson County Thomas, Neumann, and Elias reported: · Submitting a request to the DNR to use a 50/50 blend of chipped railroad ties and soil as an alternative cover. · Beginning _lanuary Ist, landfill staff assumed responsibility for the methane collection system fieldwork. · Submitting the final report to the DNR for the spray-on alternative intermediate cover pilot project. The spray-on cover has proven to be an effective cover and saves substantial airspace and money. · Beginning the process of purchasing eighty acres of land adjacent to the landfill. · Neumann will present a local perspective at the "Waste Reduction: Addressing the Overlooked R' workshop on _lanuary 21st. · On _lanuary 28th, The Habitat for Humanity ReStore will have a grand opening celebration at their new location on First Avenue in Coralville. Cedar Rapids / Linn County Solid Waste Agency Pelkey and DeVries reported: · Tssuing a RFP for a facility improvement plan for Site #2. The pre-bidder meeting is scheduled for January 19th at 2Prvl. · Organizing staff trainings to be scheduled in the spring. Benton County. Ryan reported: · Benton County has raised the solid waste per capita fee assessed to citizens. (City $17, Rural $2:L) · The landfill experienced another break in attempt. · The Fareway store in Vinton is not accepting redemption containers. Iowa County Ryan reported: · There are some personnel changes taking place at the landfill. Tama County Brehm reported: · Requesting an exemption from DNR to use contaminated soil as an alternative cover. · Garbage tonnage is decreasing. Iowa Waste Exchange Koch reported: IP7 IOWA CITY POLICE DEPARTMENT USE OF FORCE REPORT ~ December 2004 OFFICER DATE INC # INCIDENT FORCE USED 27 120204 04-66342 Armed Subject Officer assisted DPS with a felony traffic stop and observed handgun on backseat of vehicle. Officer drew sidearm for cover. Driver taken into custody with no problems. 60 120204 04-66358 Injured Animal Officer used sidearm to dispatch an injured deer that was struck by a vehicle 16 120404 04-66793 Injured Animal Officer used sidearm to dispatch an injured raccoon. 19 120404 04-66797 Fight Officer used hands on technique and active countermeasures to prevent subject from assaulting another. 19 120404 04-66797 Fight Officer used hands on technique to keep subject that had been placed under arrest in a seated position when this subject attempted to stand up and kick at the desk of medical personnel. 19 120404 04-66797 Fight Officer used hands on technique and directed subject to the ground after subject attempted to assault Officer. 19 120504 04-55797 Fight Officer used hands on technique to assist jail staff in putting subject into a jail cell. 13 120504 04-66833 Fight Subject had been arrested and taken to hospital for a previous chemical exposure. Officer took subject's cuffs off for treatment. Subject then became assaultive and was directed to the ground to be cuffed. 19 120504 4-66833 Fight Subject was in a physical altercation with another. Subject was told to place hands behind back for arrest and refused. Subject was then directed to the ground and continued to resist cuffing. Subject was exposed to chemical irritant which enabled him to be cuffed. 19 120504 04-66833 Fight Subject was in a physical altercation with another and placed under arrest. Subject refused to place hands behind back for cuffing and was directed against a building. Officer was then able to cuff subject. 19 120604 04-67090 Trespass Officer drew sidearm during search of a residence where it was believed an intruder had entered. No one was located in the search. 56 120904 04-67608 Injured Deer Officer used sidearm to dispatch a deer that was injured in a motor vehicle collision. 52 120904 04-67502 Injured Deer Officer used sidearm to dispatch an injured/ill deer. Unknown source of injury/illness. 22 121204 04-68133 Injured Animal Officer used sidearm to dispatch sick raccoon. 19 121304 04-68351 Arrest Subject was stopped by Officers for having a possible arrest warrant. Subject assaulted Officer and ran when found in possession of an illegal controlled substance. Subject ran into a closed area and faced Officer in a threatening manner. Officer drew sidearm and gave verbal directives for subject to go to ground. Subject complied with verbal instructions of Officer to get on ground for cuffing when Officer presented canister of chemical irritant. 19 121404 04-68497 Disorderly Conduct Subject had been placed under arrest and was being searched for weapons. While being searched for weapons subject attempted to turn towards Officers. Officers used a hands on teclmique to control subject while the search for weapons was £mished. No weapons were located. 90 121604 04-68719 Injured Deer Officer used sidearm to dispatch a deer injured in a motor vehicle collision. 55.51 121804 04-69117 Suspicious Activity Subjects were stopped for suspicious activity. One subject attempted to turn away from Officers while reaching for his waistband. Officers searched this subject and found a loaded handgun in his waistband. Officers drew sidearms when the handgun was located and ordered subjects to the ground. Subject with gun was taken into custody without incident. 23 122804 04-70313 Assault Subject displayed knife and came towards Officers. Officer drew sidearm and gave verbal instructions to subject. Subject complied and was taken into custody without incident. 23 122804 04-70313 Assault Subject was assaulting another. Officer instructed subject to move away from the victim. Subject did not comply. Officer used hands on technique to direct subject away from victim. 05 122804 04-70384 Assault Subject displayed knife, made threatening comments, and came towards Officer. Officer drew sidearm and gave verbal instructions to subject. Subject complied and was taken into custody without incident. 16 122904 04-70535 Injured Deer Officer used sidearm to dispatch a deer that had been injured in a motor vehicle collision. 25 122904 04-70540 Harassment Subject had been arrested, cuffed, and put in the back of a squad car. Subject began to kick the windows of the squad car. Officer used hands on technique to remove subject from the squad car and direct them to the ground. 16 122904 04-70544 Trespass Subject was placed under arrest and refused to be cuffed. Officer used hands on technique to cuff subject and escort him to a squad car for transportation. CC: City Manager, Chief, Captains, Lieutenants, Training Sergeant, City Clerk, Library AGENDA PATV BOARD OF DIRECTORS MEETING Thursday, January 20, 2005 7:00 pm PATV - 206 Lafayette Street 1. Call meeting to order 2. Consent agenda 3. Approval of December minutes 4. Old business 5. Short public announcements 6. New business 7. Reports · ICTC · Committees i. Building & Grounds ii. Outreach & Fundraising - Chili Supper 2/10105 iii. Refranchising iv. Evaluation v. Bylaws · Treasurer · Management- Iowa Shares, Annual Meeting 8. Board announcements 9. Adjournment If you have additional agenda items or cannot attend the meeting, please contact Josh at 338-7035. PATV Board of Directors Meeting Thursday, November 18, 2004 [DRAFT FINAL January 2, 2005 (Adopted and Edited)] 6:00 PM Board Meeting, 7:00 PM Annual Membership Meeting PATV, 206 Lafayette Street, Iowa City, Iowa 52240 1. Tom Nothnagle called meeting to order at 6:24 PM: Present were: Holly Berkowitz (11/04-11/07), John Carhoff (11/02 - 11/05), Jack Fuller (12/01-11104), Brett Gordon (11/04-11/07), Tom Nothnagle (11/01-11/04), Steve Newell (11/01-11/04), Phil Phillips (11/03-11/06) and Director Josh Goding. Members of the public/applicants for board positions: Hannah Weston, Doug Allaire, Ross Meyer, (3 applicants) and Shelly Berkowitz (visitor: Shelly left during confidential session.) 2. Consent agenda: Approved. 3. Approval of October minutes: Brett Gordon Motioned, Jack Fuller seconded, unanimous approval. Moved to interview candidates first because of time constraint, Annual Membership Meeting at 7:00 PM; Approved. 4. Old business: See end of minutes. 5. Short public announcements: none 6. New business: a. Expiring terms renewed: Both Steve Newell and Jack Fuller are at endof terms. Phil P. moved and John C. seconded to extend terms. Boardvoted unanimously to reappoint both. b. Three applicants for PATV Board of Directors made presentations and were interviewed, Hannah Weston, Doug Allaire and Ross Meyer. Candidates left. Board discussed how many seats were open to be filled:6 members on board, 3 to be filled. Phil: Put one forward as choice ofboard, another to be elected by membership, keep one open still to befilled. Board members decided to select one applicant as recommendedcandidate of the board, and to allow membership to select one ofremaining two. Board votedthat Board selects one candidate (Hannah), membershiP selects one, andhold one position open. Board voted on Hannah Weston as candidate selected by board, after much discussion of 3very good candidates for the one position. One to be selected bymembership, one to be left open. 7. Reports * ICTC: None * Committees i. Building and Grounds: none ii. Outreach and Fundraising a) Steve Newell: Discussed future fundraising events. b) Josh Goding: Discussed chili supper fundraiser at Old Brick [ Josh on 12/7: Chili supper fundraiser at Old Brick Church in middle of January when students back. Hope to have space donated by Old Brick on a Thursday night] [Steve Newell explained after meeting: Nonprofits now are scheduled for Thursday nights instead of Saturdays at Old Brick.] (~"(-o~-f',,~,,-,~ ~) PATV Board of Directors Meeting Thursday, November 18, 2004 [DRAFT FINAL January 2, 2005 (Adopted and Edited)] 7. Reports, Continued: iii. Refranchising: In negotiation. iv. Evaluation Phil P. presented quantitative/qualitative results of PATV Director Josh Goding's evaluation from Board, Staff and Producers. Discussion of Josh's evaluation and salary: Josh's evaluation. Phil P.: Very good evaluation. Board voted unanimously to give Josh a raise. Josh attended Management Academy class. Josh: New Production Assistant Aaron Valdez. Josh: Very good selection. Phase-in in January. v. Bylaws a. Phil P.: Discussion of whether to change the term "cable" to "carriage." Board voted not to change. b. Phil P. Re: 6.08 term "exofficio:" non-voting board members may be appointed by board members, such as cable and library representatives. Board voted to change term "ex-office" to "associate." Board voted not to change to term of "alternate." Board voted that board member candidates not elected on 11/18/04 become "associate" members. c. Phil P.: Robert's Rules advise against a fixed term terminating without allowing for extension until a new member is appointed: Board voted to allow Board to operate without loss of a member in case a member resigns before another member is appointed. Board voted to change Section 6.08 to "Associate (Non- voting) Board Members may be appointed by the Board of Directors." Re: Section 8.02: Term of Office: Board voted to amend Bylaws in Board meeting [and also in annual meeting: At annual meeting on 11/18/04, membership voted on Phil's wording of change to bylaws: "Each officer of the board of directors shall serve a term of one year and until his successor be elected. Notwithstanding 6.01, 6.04, and 6.10, such officer shall retain his seat on the Board, with full authority and voting privileges, until election of his or her successor."] Board discussed difference between using the term "or" or "and" and Board voted unanimously to use the word "and." * Treasurer's Report: Steve N.: Submitted treasurer's balance sheet as of 10/31/04 and reported on return on investment. Board made money on mutual fund investment. BOD voted to accept report. 8. Board announcements: None 9. None 10. Adjourned at 7:30 PM. SEE: PATV Annual Meeting at 8:00 PM on 1 t/18/04 (Continued): - 2 - PATV Annual Meeting at 8:00 PM on 11118104: 1, Election of Board Members: Tom Nothnagle introduced Hannah Weston of the three candidates that had applied to the Board of Directors on 11/18/04, and stated that three very good candidates would introduce their selves. Tom stated that membership would vote on all three candidates. Jack Fuller nominated Doug Allaire, and Doug gave a presentation. Brett G. nominated Ross Meyer, and he gave a presentation. Tom N. asked for any other nominations and there were none. Membership elected Ross Meyer and Doug Allaire to Board. Hannah withdrew, but she had already been elected at the BOD meeting earlier. 2. Adam Burke distributed Equipment Ballot for vote of membership at Annual Meeting. See final vote tally. 3. Phil presented version of 7.v. and membership approved: Membership voted to accept change to Bylaws: "Each officer of the board of directors shall serve a term of one year and until his successor be elected. Notwithstanding 6.01, 6.04, and 6.10, such officer shall retain his seat on the Board, with full authority and voting privileges, until election of his or her successor." 4. Meeting adjourned about 9:00 PM Holly Berkowitz sent rough draft 11/20/04, 11/23/04, 12/7/07. Hard copy delivered to PA'IV on 12/8/04. Reviewed at meeting 12/16/04 for edits. BOD accepted edited copy 12/16/04. Edited 1/2/05 and sent 1/2/05. Respectfully submitted, Holly Berkowitz. 112/05 -3- Iowa City/Johnson County Senior Center 28 S. Linn Street Iowa City, Iowa 52240-3920 Phone: 319/356-5220. Fax: 319/356-5226 Web: www.icgov.org/senior February Public Events Lois Wiedernecht-Finke "Taking Down the Barn" and Gilbert Glandorf "The Recycling Station" on exhibit through February 27. Brainstorming Session and Curriculum Committee Meeting Friday, February 4 Brainstorming at 9:30 AM Curriculum Meeting at 10 AM Have direct input and involvement into what happens at the Center. Bring your ideas, interests and suggestions to the Brainstorming Session. Travelogue: Visiting Copenhagen Friday, February 4 1:30 - 3 PM Presenter: James Scheib Enjoy the flavor of old Scandinavia in this historic city. College Planning Strategies: Helping Your Grandchildren Tuesday, February 8 1:00 - 2:30 PM Presenter: Chad Andrews Explore financial options for helping to fund a college education for your grandchild. When In Doubt, Don't Throw It Out! Wednesday, February 9 2-3PM Presenter: University Archivist David McCartney What curators are - and are not- interested in collecting with respect to materials of historical interest for archives and manuscript repositories. Offered in conjunction with "So I Saved It: Now What? On Wednesday, February 16. Travelogue: Visiting St. Petersburg, Russia Friday, February 11 1:30 - 3 PM Presenter: James Scheib View the most famous area attractions of St. Petersburg, Russia. Red Hat Public Valentine Party Monday, February 14 2:30 PM Open to the public and sponsored by the Centers Red Hat Divas. Entertainment, refreshments, hat contests and more. NEW! Evening Beginning Gentle Yoga Class Offered to Public Monday, February 14- May 23 7 - 8:30 PM Instructor: Helen Chadima Instructor Fee: $65 Increase strength and flexibility of muscles. Relaxation exercise. Senior Center Commission Meeting Tuesday, February 15 2-4PM So I Saved It: Now What? Wednesday, February 16 2-3PM Presenter: UI Preservation Librarian Nancy Kraft Special care in handling and storing paper items, documents and photographs as well as keeping them from deteriorating. Travelogue: On Safari in Eastern Africa Fridays, February 18 and 25 10- 11:30 AM Presenter: Ruth Williams Will cover the "Big Five" animals seen on safari in Africa: Cape Buffalo, Elephant, Rhinoceros, Lion and Leopard and major national parks in Kenya and Tanzania. Dinner Dance Featuring Jim Hall Trio Thursday, February 24 5:30 - 6:30 PM Dinner 7 - 9 PM Dance An evening out with your spouse or friends! Dinner/Dance: Members $$, Non- members $12. Dance only: Members $3, Non-members $5. Dinner reservations required. Call 356-5220 by February 11. Cancelled - Cuba! Friday, February 25 Piano Recital - William "Bill" Johnson Monday, February 28 2 PM February Classes Peter Paul Rubens (1577-1640): Painter, Scholar and Diplomat Wednesday, February 2 - March 2 9:30- 11 AM Instructor: Shana Stuart Materials Fee: $10 Art History class. Baroque master used drama and color to produce portraits, religious and mythological paintings and landscapes. The Art of Storytelling Wednesdays, February 2 - 23 10:30 AM- 12 PM Instructor: Tom Walz Materials Fee: $5 Theories, history, traditions and models of storytelling. Steve Thunder-McGuire will be a guest speaker. Literature and Grief: Seeking and Creating Meaning Wednesdays, February 2 - 23 1 -3PM Presenter: Sally Darley The variety of responses to the experience of loss through literature. Reading Aloud: Your Favorite Poems and Mine Thursdays, February 3 - March 20 1:30 - 2:30 PM Facilitator: Ina Loewenberg Poems were meant to be read aloud. Meet to enjoy reading and hearing others read lyrical, dramatic and descriptive poems. College Planning Strategies: Helping Your Grandchildren Tuesday, February 8 1:00- 2:30 PM Presenter: Chad Andrews Explore financial options for helping to fund a college education for your grandchild. NEW! Evening Beginning Gentle Yoga Class Offered to Public Monday, February 14 - May 23 7 - 8:30 PM Instructor: Helen Chadima Instructor Fee: $65 Increase strength and flexibility of muscles. Relaxation exercise. IPIO MINUTES SCATTERED SITE HOUSING TASKFORCE JANUARY 3, 2005 LOBBY CONFERENCE ROOM, CITY HALL MEMBERS PRESENT: Don Anciaux, Jerry Anthony, Darlene Clausen, Matthew Hayek, Jan Left, Jan Peterson, Sally Stutsman, Joan Vandenberg STAFF PRESENT: Steve Nasby, Steve Rackis OTHERS PRESENT: Charles Eastham, Maryann Dennis CALL TO ORDER: Chairperson Hayek called the meeting to order at 5:00 pm. Approval of the December 6, 2004 and December 13, 2004 Minutes: Some edits noted for the minutes. Left gave edits to Hayek. Anciaux moved to accept both the December 6 and 13 minutes as revised. Stutsman seconded and the motion passed 7-0. DELIBERATIONS REGARDING RECOMMENDATIONS TO THE CITY COUNCIL Hayek suggested the Taskforce begin this meeting by discussing the new data and information regarding the location of service agencies as requested by the Taskforce and compiled by City staff. He also noted that the packet contained additional information from Vandenberg. Hayek distributed the list of service providers he and Peterson compiled by looking at the JCCOG Service Providers list index. Hayek said that this was the list that was sent to City Staff and all locations were then plotted on the map. This map was posted on the wall and the agencies were identified according to the reference numbers on the list that was distributed. He noted that the list is subject to change if the Taskforce members want to add or subtract agencies. Clausen asked what the providers in bold denoted. Nasby answered that the key to the different typefaces is located at the bottom of the last page. Regular typeface denotes on-site services, bold denotes services provided in the community (e.g. in home care), and italics denote a combination of site based and in- community services. Stutsman asked whether National Alliance for the Mentally III (NAMIJC) should be on the list. Peterson replied it depends on what are considered direct services. NAMIJC provides support and education. Stutsman said she understood that organization to be mostly advocacy. Peterson said it also provides support groups, classes, and operates a hotline. Hayek reiterated that the list is subject to editing. For example, Johnson County Public Defender is on the list, but its location is determined by other factors, as the office needs to be in a commercially zoned area and near the courthouse. Hayek said that he, Peterson, and City staff tried to be inclusive on the list rather than exclusive. Peterson added that compiling the list was difficult because some offices are not located in areas where they provide services, while others offer services that are unrelated to their locations. Anthony arrived at this point. Vandenberg noted that there is a Coralville Family Resource Center now that could be added. Stutsman asked whether the Iowa Department of Human Services is on the list. Peterson agreed it should be added if it is not on the list. Hayek asked how the Taskforce would like to approach the list, as it would be too much to edit during a meeting. He suggested looking over the list after the meeting and sending comments and suggestions to him via email. Anthony asked if the Taskforce members could have a map of the locations. Nasby said yes, though it would be probably have to be shrunk to ledger size. He asked whether the Taskforce would like the current map or the one after the list is changed. Hayek recommended making changes and then replotting the map before Scattered Site Housing Taskforce Minutes January 3, 2005 Page 2 sending it out to the Taskforce members. Peterson asked for confirmation that amendments would include providers that the Taskforce members think are not relevant, or should be added. Hayek said yes. Anthony asked if the list was of all services in the City. Nasby replied no. Hayek said that he and Peterson tried to be inclusive when compiling the list, but it is not exhaustive. Stutsman asked whether the Juvenile Court should be on the list. Hayek said it depends on where the services are provided. Stutsman replied the office is on Kirkwood Avenue, so usually provided at that location. Left said they also have liaisons in the schools. Hayek noted there is a large number of providers whose administrative headquarters are in one place, but that offer programs or assistance in the schools or neighborhoods. Peterson suggested that is true for the majority of service providers, as the office location is usually determined by other factors, such as availability of space. Hayek gave the example of the Girl Scouts, who have troops in many of the elementary schools but are actually based in Cedar Rapids. Hayek said he would send an email reminding the Taskforce members to send comments and suggestions to him. Stutsman noted that the Iowa Department of Human Services is located under "H" on the list. Clausen asked what Hayek is looking for, since this is all new information to some. Stutsman replied people might have changes or edits to the current list. Hayek agreed, adding that the goal is to have all relevant services listed, but if someone does not have any suggestions, that's fine. Anciaux noted there are some he does not recognize. Peterson added that some that are not listed would require phone calls to get specific information about what they do and where. Also, she questioned what the information would ultimately tell the Taskforce, since such a small number of services are located in a specific place for a specific reason. Vandenberg asked whether outreach programs should be included or not. Stutsman replied yes. Hayek said those services may not be able to be plotted, but it would be helpful to have a list. Peterson said that for instance, certain services are targeted to certain schools for specific reasons, such as student advocates and special Girl Scouts troops. Some organizations that have gone to great lengths to provide services in the area can probably be identified easily. Hayek asked if it would be possible to plot those on a map. Vandenberg said yes. Left asked if the services could be listed by census tract. Anciaux suggested they be listed by census block group. Left added that it would be helpful know what agencies exist in the different tracts. Vandenberg added that she would like to know if they provide service to the neighborhood. Left volunteered to help gather this information, if needed. Peterson said there are things such as transitional housing that have an impact on the neighborhood, but does not provide services. Vandenberg said there are different types of services. Hayek agreed, noting that Elder Services is an example of one that is difficult to categorize, since their office mostly coordinates elder care that is done in the client's homes. Stutsman said that service is denoted on the list in bold, which indicates that it is out in the community. Hayek added that it is currently plotted as a dot on the map, but perhaps instead it should be on a list saying it provides services out in the community. Clausen said that the map indicates most services are located in the central and eastern parts of the City. Peterson replied that agencies try to find places with affordable rent. Hayek added that there is also the question of commercial versus residential zoning, which dictates where certain things can be located. All of that needs to be considered as well. Hayek asked when the tract data will be available. Nasby replied it will be ready for the next meeting packet, and asked if the Taskforce would like any other information to be broken down by block group. Hayek said possibly, and that the Taskforce will talk about it. Hayek moved on to the discussion about the additional school data. Vandenberg began by noting that data from the School District might be over-represented because the district regularly gathers this data and has it readily available. She continued by saying the chart she submitted in the recent packet reflects 2003 proficiency data, 2002-03 mobility data, and 2003-04 free/reduced information. The data is compared to the overall school enrollment for each building. The data submitted by Eastham for the last meeting included only free/reduced lunch students. The newer chart in the packets is looking at overall enrollment in the Scattered Site Housing Task~rce Minutes January 3, 2005 Page 3 school and the data does in her opinion indicate a stronger relationship between mobility and reading proficiency. Hayek asked why the data now reflects a diagonal rather than a horizontal line. Vandenberg replied it is because the total number of students eligible for free/reduced lunch at each school varies widely. For example, 50 students at Lemme are eligible for free/reduced, while 210 are eligible at Wood. Anthony asked for confirmation that the difference between the two charts is that the one submitted by Vandenberg shows the percentage of the whole school, while the one submitted by Eastham shows the percentage of just 3rd through 6th grades in free or reduced lunch. Eastham replied that is not correct, and that the y-axis is different on Vandenberg's chart from the one he submitted, not the x-axis. Anthony asked if both charts deal with percentages of 3rd through 6th grades on free/reduced lunch. Vandenberg replied that is correct, except on the reading proficiency chart, which reflects total enrollment in each school. She noted that the distinction between the two data sets is significant. For example, 50% of students at Wickham were not proficient, but only 30 students total are on free/reduced lunch. Those 15 students have a different impact than 45% not proficient students of the 210 students at Wood who are eligible for free/reduced lunch. Eastham said that in his view, the opposite is the case, because the best comparison is with tike numbers to like numbers. He noted that Vandenberg makes a valid point that it is difficult to evaluate schools with relatively Iow numbers of students on free/reduced lunch with one year's data. He suggested another way to look at the data might be to designate a cutoff number of students on free/reduced lunch, and only look at schools that meet or exceed that number. Vandenberg distributed an additional table, which gives a breakdown of the additional professional, certified staff and programs in each elementary school. It does not include programs that are district-wide, and assumes a general estimate of $50K per full-time position. All schools have at least one part time guidance person and one part time reading person. This also shows what schools have programs previously discussed by the Taskforce, such as BD and ESL. Left added that some special education services, such as tutoring, are for students who need a little extra help but are not severely disabled, and all schools offer it. Stutsman asked whether Hills had received some additional funding through grants. Vandenberg replied yes, Hills and Penn have access to additional resources because they are more rural schools. Peterson asked for confirmation that efforts had been made to obtain additional resources and grants for certain schools and programs. Vandenberg agreed. She noted also that the asterisk on the chart by Wood is to indicate the plan to have preschool and/or after-school programming for Wood for next year. Stutsman asked what the "mental health" designation indicates. Vandenberg explained that it is onsite therapy for students who are beyond the expertise of school staff. Hayek asked about the designation of students who are not LF in the ESL program at Longfellow. Vandenberg replied that indicates how many students attend the programs that are from other neighborhood schools. Peterson noted that most of the students in ESL at Longfellow are not from that school, but are assisted by a full time staff person. Vandenberg replied that the full time numbers of staff are weighted according to the number of students. Anciaux asked if the high numbers of ESL students at Mann are from Hawkeye Court. Vandenberg said it is more due to Forest View trailer park. Peterson asked if additional services are being provided at Forest View. Left replied that tutoring services are offered. Hayek asked the Taskforce members to talk in general about the current position of the deliberations and how to proceed. He noted that the procedure so far had been to develop defensible and reasonable criteria to apply to different areas of the City, which has been a struggle. At the same time, there seems to be a consensus that tract 18 has the bulk of the problems in the community. He asked which way the Taskforce would like to approach the issue, either to continue pursuing the criteria, or to begin with the area that has the problems and attempt to support that conclusion with statistics or other information. Anthony asked if the group is done with the school district charts, or if they will be discussed later. Hayek replied the group could get back to the charts. Stutsman suggested doing the general discussion about the criteria first, which may make the charts irrelevant. Vandenberg said she would like to find and build on the Scattered Site Housing Taskforce Minutes January 3, 2005 Page 4 group's common ground. Peterson said she would like to take a break from looking at data, since she is not sure what relevance the data has or what it will tell the group. Vandenberg agreed. Left said that there are probably a large number of people who already would agree that there is a problem, and will be sympathetic to and support the Taskforce's decision and recommendations. Anthony replied he is not sure, as some groups will be concerned with changes because of what the cost of land and zoning laws already in effect will have on their operations. They may have an opposite view, and are the ones that will need to be convinced. Anthony expressed concern with the process of the deliberation, first of all because the Taskforce does not reflect equal representation from all sides of the issue. The Taskforce was created because of the letter written by the School District, and two people from the district are part of the Taskforce. However, no one who produces, administers, or lives in assisted housing is on the Taskforce. A case will need to be made to the ones not represented on the Taskforce. Having a realtor, developer, or a resident of assisted housing on the Taskforce would help legitimize the decisions to those groups. Since they are not part of the decision- making process, all data and decisions will need to be very clear and defensible in order to reach out to the ones not represented. Anthony continued by noting that at the November 22 meeting, there had been discussion about keeping away from school district data during the deliberations. He still believes that should be the approach because the proficiency data is not linked to assisted housing, and it can be read both ways. Other factors can be investigated and used in the Taskforce deliberations. He noted it is not the Taskforce's mandate to address educational issues within the School District, but to evaluate the housing issue. He suspects that the Taskforce's recommendations will still benefit the schools. However, not approaching the solutions from a school-impact perspective will increase the legitimacy of the Taskforce's decisions. Hayek asked if the school data should be removed from both the criteria of a concentration, as well as the impacts. Anthony replied yes, because of the lack of link to assisted housing. Vandenberg agreed that it is a community issue, not just a school issue, but noted that the Taskforce does not have very much data from other areas of the community. Also, she said the neighborhood school is a reflection of the neighborhood, and people buy or do not buy houses in certain attendance areas because of the school. The two are very closely related, so it would be important to establish that link. Vandenberg added that while data on the number of students on free/reduced lunch who live in assisted housing is not available, she does have the number of students who are in poverty. An increase in poverty in certain areas is not desirable, and increasing the amount of assisted housing will increase the number of students who are in poverty. Differe.nt groups have common ground already, as they all want to have more affordable housing in Iowa City. The question is where it will be located, and how to make it palatable or positive to the rest of the community. Anthony said that since the poverty data could be obtained, the Taskforce can use the poverty data for deliberations and leave out the link to the schools. Vandenberg said that is fine, though she believes there is a link to the schools. Anthony said that even if there is a link between free/reduced lunch and proficiency, he questioned whether it is related to assisted housing. Solutions created by the Taskforce may work for the schools as well, but since there is a lack of representation from all sides of the issue, he would like to avoid the question of school impacts altogether. Hayek suggested considering school impacts in the same category as the other impacts. Anthony replied that if there is a correlation between school performance and poverty, the Taskforce probably could just examine poverty and leave the schools out of the discussion. The school data is conflicting and not conclusive, and he is not comfortable using it. Vandenberg asked what the Taskforce members' common ground is, whether there is consensus that concentrations of poverty exist. Anciaux noted that according to federal standards, Iowa City does not have concentrated poverty. However, the group can say that meeting federal standards is undesirable, so assisted housing should be spread out more to prevent increased concentrations from occurring in the future. Anthony suggested waiting for the block group data to see what it shows. Alternatively, the group can use the CITY STEPS standard of adding 10% as a benchmark to evaluate poverty. Scattered Site Housing Taskforce Minutes January 3, 2005 Page 5 Vandenberg asked what goal the Taskforce is shooting for, adding that she does not wish to take the path of least resistance. Developing in certain areas because it has the cheapest land and least hassle is probably not the best way to plan a community. A better community does not have such a strong division between the good and bad parts of town. Anciaux said Iowa City already has a strong division. Leff agreed, saying that people in the community also probably agree that there is a problem on the south side of town. Peterson observed that a lot of the impact data the Taskforce would like to examine is not available, which poses a problem and leaves the group with only school data. Leff noted also that the letter from the School District led to the creation of the Taskforce, and leaving out the school impacts would seem to negate that fact and the people who said there is a problem. Vandenberg agreed, saying that approximately 170 people from different facets of the community expressed concern about putting all the poor people in the same area of the city. Rackis said he was at the conference and does not recall the conclusion that there was a concentration of assisted housing, although assisted housing was a topic of discussion. A letter from the School District stated a concentration of assisted housing was affecting school performance. However, after the Taskforce was formed the City Council rejected a request by Burns to build duplexes for disabled people south of Highway 6. The Council decision was partially due to the School District as it had identified a concentration of assisted housing in that area. The Taskforce was formed to determine whether or not that was a true statement. If the Taskforce concludes there is a concentration of assisted housing in tract 18 without accounting for the fact that it is 57% owner-occupied, the group could appear to assume that none of the people in the owner-occupied units have children in the schools. Vandenberg said it does not matter where people live, if they are in poverty. Rackis replied it is still a leap of faith if only assisted housing is included in the discussion. Vandenberg disagreed; saying that in the future, more poor people in one area is undesirable, regardless of where they live. Assisted housing equals more poor people. Anthony disagreed; saying that poor people can also live in owner-occupied housing. Rackis agreed. Vandenberg noted that building more housing would bring more poor people into the area. Dennis replied that more housing would house the poor people already in the community. High rent is very burdensome, so giving them more affordable places to live would help them become less poor. Vandenberg asked if it would be better if poor people could afford to live in different areas of town. Dennis said that would be great. Vandenberg noted that is the common ground, since some of the poor people do not want to live on the southeast side of town either. Dennis said she is leery of saying that one of the recommendations is to stop building housing in a certain area, as opposed to making other areas easier to develop. As soon as a restriction is placed on building housing in one area, it will be big news because it is a violation of federal fair housing law. Hayek said incentives could be given to develop elsewhere. Rackis agreed that a proactive rather than restrictive approach would be more effective. Anthony added that all types of affordable housing, both rental and 'owner-occupied, should be made more available throughout the community. That is not happening now because of land costs and zoning, and that funneling lower income housing to the southeast side should be stopped. The Taskforce expressed general agreement. Rackis noted that much of the discussion about assisted housing in the community is based on misinformation. For example, a former school principal thought that Pheasant Ridge was a Housing Authority site, and said he wished the Housing Authority would stop expanding their programs. However, the Authority has not expanded its public housing stock since 1998. Vandenberg replied that though people are not informed about how public housing is administered, they still perceive a problem with concentration that needs to be addressed. Rackis added that the perception is that the Housing Authority runs Pheasant Ridge and Cedar Wood, and that any housing with African American families who receive a subsidy is public housing administered by the Housing Authority. People also say that the Housing Authority has advertised in Chicago, though that rumor cannot be verified. Regardless, the City Council rejected a proposal for assisted housing on the basis that the School District identified a concentration of assisted housing in certain parts of the City. Hayek said that he has three things that the group seems to agree on at this point, they are as follows: 1) Concentrations of poverty should be avoided, if possible; 2) More affordable housing is needed in Iowa City; Scattered Site Housing Taskforce Minutes January 3, 2005 Page 6 and 3) Affordable housing, whether assisted or not, should be scattered throughout the community. The Taskforce expressed agreement with those three items. Stutsman asked whether a statement about incentives should be added. Hayek replied that would be a step under implementation of policy. Hayek suggested starting from those three points of agreement, and re-examining the criteria with those three goals in mind. Perhaps also a re-examination could be done in a way that focuses less on school data. Vandenberg noted that showing all the negative impacts or issues associated with assisted housing is not the best way to proceed from a public relations perspective. Effort should be made to put a positive spin on things, and look perhaps instead at the ultimate goal rather than the problems. Explaining how a concentration of poverty and the culture of poverty that it produces can have far-reaching negative aspects is more difficult to explain. Anthony agreed, saying that though restricting development in tract 18 would cause controversy, giving incentives instead would be effective because most people would prefer to live elsewhere. If a real option were given, developers would be happy to accommodate that preference. Hayek said the Council would still need to have reasons why the Taskforce wants to give incentives for housing in other areas. Anthony agreed, saying that those reasons would be developed using the three common ground statements. Eastham recommended giving some sort of time limit or framework in which the recommendations would be carried out. Because the housing market is always changing, a recommendation with an ultimate goal and a plan for re-evaluation in the future could be easier to accept. He said that a set of recommendations that come about now but will not have any effect for 15 years may not be effective if the housing market has changed significantly in five years. Stutsman asked whether that too would be an implementation issue. Peterson asked for confirmation that the group's recommendations are not being made at this point yet, as she has other considerations to add to the discussion that might be helpful, such as guidelines for property management. Hayek said no; these are not the final recommendations. Stutsman asked Hayek to restate the three common ground statements again. Hayek did so. Peterson said those are three very good large statements the group agreed with. She asked Anthony for confirmation that he was referring to those statements when talking about giving reasons to the Council. Anthony said yes. Hayek asked whether the Taskforce should go through a similar exercise with the criteria the group had developed earlier. Anthony said he would like to wait for block data. Hayek noted that additional data is available, such a median income and housing values. On the maps, if the areas populated by students are set aside, patterns do emerge. Those two measures show concentrations of poverty, at least in relation to the affluent areas. Vandenberg asked whether incentives could be developed to put more housing on the west side of the river. Hayek replied that is a question beyond the scope of the Taskforce, and is something the Council will have to address. Anthony said that if the Taskforce has recommendations about zoning that the Council accepts, perhaps the zoning laws can be amended and help address the density question. Rackis said that Iow-income families could not compete with students in some areas because the rental rates are so high. His program restricts the amount of rent that can be paid, which is exceeded in the downtown and other university areas. This limits Iow-income households' housing choices. Dennis said that the Greater Iowa City Housing Fellowship does not have high numbers, but it appears their units are scattered. They only own one multi-family unit in Coralville. Some information may be gathered, at least anecdotally, that explains that poor people like to live in a house. Once they find a house that is safe, decent, and affordable, they tend to stay, so kids stay in those schools. This is opposed to saying too many poor people live in apartments. Peterson asked for confirmation that Dennis' and Eastham's groups would have developed affordable housing in other parts of the City already if they had been able to get property. Eastham agreed. Hayek said he is noting shelter and transitional housing, which are very controversial and should be considered in light of those common ground statements. Scattered Site Housing Taskforce Minutes January 3, 2005 Page 7 Stutsman said that she would like to pursue dispelling myths and misinformation about public housing. The recommendations will not be very helpful if the Council cannot combat the people who protest having assisted housing in their neighborhoods. The only way to work on that aspect is to educate people and give the facts. Vandenberg said the data from Dennis would be helpful for that part, to help show that people who live in assisted housing are good neighbors. Rackis said the Housing Authority could supply that data as well. His program has turnover because people buy a house, or because they are removed from the program. However, that also leads to a discussion about good landlords and management versus bad. Bad landlords lead to a concentration of problems. Vandenberg agreed, noting that people like living at Pheasant Ridge and stay there for long 3eriods, as opposed to Cedar Wood, which has high turnover and many problems. Vandenberg said some attention should be given to marketing, since focusing on all the negative ~mpacts will not help convince people to accept assisted housing in their neighborhoods. The Taskforce expressed general agreement. Rackis said that the focus could be on the positive aspects, such as the high home- ownership percentage in tract 18, because of people who transitioned out of public housing into home ownership. Peterson suggested Habitat probably has information about positive outcomes as well. Vandenberg added that the distinction should be made in the education part of the project between what sorts of assisted housing are being dispersed. For example, the Taskforce is not suggesting that a place like Cedar Wood will be built somewhere else. Peterson agreed, noting that goes back to the issue and problem of referring to assisted housing as though it was one thing, rather than a huge variety, not all of which is owned by the City. Rackis agreed that most people's perceptions of assisted housing are of public housing, which in the past usually involved a big tower with a lot of units, or a larger area over several blocks where families are warehoused. Either way involves concentration. Most people think of Pheasant Ridge or Cedar Wood, rather than a duplex or a zero-lot unit. People don't want to have large apartment units going up, and that's what they think assisted housing will mean in their neighborhoods. Anciaux said there was another Taskforce the Council created on neighborhood relations, and some of the things they were considering should be revisited, such as the issues of neighborhood nuisances. Stutsman said that sometimes those concerns could involve cultural issues. Anciaux agreed, and noted that while those issues are outside the purview of this Taskforce, they should be noted because neighborhood nuisances cause some of the perceptions that need to be addressed. Rackis said that some of the recommendations made by that Taskforce that would have had a positive impact on the neighborhoods and schools were not implemented because of lack of money. A lot of the recommendations involved activities for children outside of school and City Recreation Center hours, to give them something constructive to do. Left suggested talking about the next meeting time before Anciaux needs to leave. Hayek said there are five Mondays in January. Clausen noted that one is a holiday. Left said that the holiday is the 17th. Vandenberg asked when the students would have the block data. Nasby said it would be available by the end of the week. Hayek said that the group should meet two more times in January, in order to keep up the momentum and tr,ythto stay on schedule. Clausen suggested meeting on a night other than Monday during the week of the 17 . Various members noted conflicts with those dates, and Nasby noted that the data would not be available in time for meeting on the 10th. Hayek recommended meeting on the 24th and 31st Anciaux left at this point. Meetings set for the 24th and the 31st, both at 6:30 p.m. Nasby said he would confirm the room reservation. ADJOURNMENT: There being no further business to come before the taskforce, Left moved to adjourn. Anthony seconded, and the motion passed 7-0. The meeting was adjourned at 6:35 pm. s:lpcdlminuteslScatteredSiteHousingTaskforcel2005/01-03-05ssh~.doc Scattered Site Housing Taskforce Attendance Record 2005 01/03 1/24 1/31 D. Anciaux X O/E J. Anthony X X D. Clausen X X M. Hayek X X J. Left X X J. Peterson X S. Stutsman × X VandenBerg X X Key: X = Present O = Absent O/E = Absent/Excused NM = No Meeting ..... Not a Member MINUTES IOWA CITY TELECOMMUNICATIONS COMMISSION MONDAY, DECEMBER 20, 2004 - 5:30 P.M. CITY CABLE TV OFFICE, 10 S. L1NN ST.-TOWER PLACE PARKiNG FACILITY MEMBERS PRESENT: Jim Pusack, Terry Smith, Saul Mekies, Brett Castillo, Kimberly Thrower MEMBERS ABSENT: STAFF PRESENT: Drew Shaffer, Mike Brau, Bob Hardy, Dale Helling, Andy Matthews OTHERS PRESENT: Kevin Hoyland, Michael McBride, Susan Rogusky, Jon Koebrick, Phil Phillips RECOMMENDATIONS TO CITY COUNCIL None at this time. SUMMARY OF DISCUSSION Koebrick reported that the Video on Demand (VOD) service is being rolled out and has been very successful where it is available. A subscription VOD for the Starz channel is available and one for HBO will be available soon. Digital Video Recorders are now available and the demand for them is nearly outpacing their supply. Michael McBride reported the University of Iowa channel is currently sharing a channel allocation with the school district in Cedar Rapids and some of their programs are unavailable in Cedar Rapids. As a result, the University has started using programming blocks with more replays and setting specific days and times for some programs. Phil Phillips reported that PATV will be closed from 7 p.m. 12/23/04 until 12 p.m. 1/3/05. The following people were elected to the PATV Board of Directors: Jack Fuller, Chair; Brett Gordon, Vice-Chair; Holly Berkowitz, Secretary; and Steve Newell, Treasurer. Hardy reported that the video on demand (VOD) service is up and running on InfoVision channel 5 and offers City Council meetings and the Avatar Project. A new program schedule strategy for channel 4 is planned in which public affairs programming will be on Tuesday and Thursday and community programming will be on Monday, Wednesday, and Friday. Shaffer reported that the Avatar program was cablecast live on December 13. A shorter version will be cablecast every Monday at 7 p.m. These other Monday Avatar programs will not be live. The channel 4 program guidelines are being rewritten to accommodate underwriting and sponsorship of programs. Pusack also said that during the City Council meetings that Councilors often mention the work accomplished at the informal sessions and suggested that the Council be asked if they would permit the informal sessions to be cablecast. The sessions may be well suited to the video on demand service. Helling said that issue comes up periodically and that he will mention the Commission's interest to the mayor. Shaffer said there just a couple of issues remaining regarding the refranchising process. Modification to language regarding the City's ability to use music licensed by ASCAP/BMI is being developed. Clarification of the ability and costs of additional local origination sites is also being worked on. Mediacom has provided the access channel signal test data. The existing franchise and ordinance are being reviewed to update any non-substantive language that is out of date. The length of the franchise term has yet to be determined. The Commission voted unanimously to plan for a public hearing on the new franchise. APPROVAL OF MINUTES Castillo moved and Mekies seconded a motion to approve meeting minutes of October 25, 2004. The motion passed unanimously. ANNOUNCEMENTS OF COMMISSIONERS None. SHORT PUBLIC ANNOUNCEMENTS None. CONSUMER ISSUES Shaffer referred to the complaint reports included in the packet and noted that there were 14 complaints in the last 2 months. This is an average number of complaints per month and is a comparatively low number. Among the complaints were 1 about wanting to receive a receipt after payment, 1 requesting a la carte programming, 1 about "pornographic" programming on the basic tier, 2 that CNBC should not have been moved to the expanded basic tier, 2 that CNBC was moved without notification, 1 about a general dissatisfaction with Mediacom, 1 wanting to be able pay over the Internet, 1 that subscriber's current payment balance is not available on the Internet, 1 about a program on channel 4, 1 about a billing problem, and 1 that there was no notification that an outage was to occur. All the complaints that could be resolved have been. MEDIACOM REPORT Koebrick reported that the Video on Demand (VOD) service is being rolled out and has been very successful where it is available. A subscription VOD for the Starz channel is available and one for HBO will be available soon. This has been a very popular service. Digital Video Recorders are now available and the demand for them is nearly outpacing their supply. Castillo said that on occasion he has had a connection failure when ordering a VOD program. Koebrick said he will look into the problem. UNIVERSITY OF IOWA REPORT Michael McBride reported the University of Iowa channel is currently sharing a channel allocation with the school district in Cedar Rapids and some of their programs are unavailable in Cedar Rapids. As a result, the University has started using programming blocks with more replays and setting specific days and times for some programs. PATVREPORT Phil Phillips reported that the annual report is expected to be available for the next Commission meeting. PATV will be closed from 7 p.m. 12/23/04 until 12 p.m. 1/3/05. The following people were elected to the PATV Board of Directors: Jack Fuller, Chair; Bi:ett Gordon, Vice-Chair; Holly Berkowitz, Secretary; and Steve Newell, Treasurer. SENIOR CENTER REPORT Rogusky reported that SCTV had two live programs appear on InfoVision Channel Five, which originated from the Senior Center last month. IOWA CITY COMMUNITY SCHOOL DISTRICT REPORT Hoyland reported that the schools have had some complaints that the sound was a problem during the school board meetings and that he is looking into solutions. Koebrick will be contacting Hoyland to check on signal quality coming from channel 2 i. LEGAL REPORT Matthews said he had nothing new to report. LIBRARY REPORT No representative was present. KIRKWOOD REPORT No representative was present. MEDIA UNIT Hardy reported that productions are down, as expected, during the Holiday season. The Community Television Service has programs planned that are sponsored by the Iowa City Bicycle Project, the Johnson County Council on Aging, the Emma Goldman Clinic, and an AARP State Senator Forum. The video on demand (VOD) service is up and running on InfoVision channel 5 and offers City Council meetings and the Avatar Project. Promotion of the VOD service will begin in January. A new program schedule strategy for channel 4 is planned in which public affairs programming will be on Tuesday and Thursday and community programming will be on Monday, Wednesday, and Friday. CABLE TV ADMINISTRATOR REPORT Shaffer reported that the Avatar program was cablecast live on December 13. A shorter version will be cablecast on Monday at 7 p.m. The channel 4 program guidelines are being rewritten to accommodate underwriting and sponsorship of programs. Pusack said that the quality of the school board meetings on channel 21 could be better, particularly the audio. Pusack said that if better equipment is needed for an improvement and the school district cannot fund improvements that there might be a way for the Commission to fund improvements through the pass-through fee. Pusack also said that during the City Council meetings that Councilors often mention the work accomplished at the informal sessions and suggested that the Council be asked if they would permit them to be cablecast. The sessions may be well suited to the video on demand service on InfoVision Channel 5. Helling said that issue comes up periodically and that he will mention the Commission's interest to the mayor. REFRANCHISING Shaffer said there just a couple of issues remaining concerning refranchising negotiations. Modification to language regarding the City's ability to use music licensed by ASCAP/BMI is being developed. Clarification of the ability and costs of additional local origination sites is also being worked on. Mediacom has provided the access channel signal test data. The existing franchise and ordinance are being reviewed to update any non-substantive language that is out of date. The length of the franchise term has yet to be determined. The Commission voted unanimously to plan for a public hearing on the new franchise. SET DATE FOR PUBLIC HEARiNG REGARDING EXTENSION OF FRANCHISE BETWEEN MEDIACOM AND THE CITY OF IOWA CITY. Shaffer said the final franchise documents need to be finalized a least one week prior to any public heating. Smith said the Commission should discuss the final documents prior to a public hearing. It may be possible to hold the public heating at the regular February Commission meeting. If that is done, it should be the only item on the agenda. Shaffer said that in addition to the required posting for the public hearing an ad would likely be placed in the newspaper and a press release issued. Smith suggested that the Commission discuss the franchise and ordinance at their January meeting if they are complete and defer discussion to the February meeting if they are not. If the public hearing is held in February it should be held in the Council Chambers at the time of the regular Commission meeting. If the Council Chambers are not available, then the library and Senior Center are tow other possible venues. ADJOURNMENT Pusack moved and Thrower moved to adjourn. The motion passed unanimously. Adjournment was at 6:18 p.m. Respectfully submitted, Drew Shaffer Cable TV Administrator TELECOMMUNICATIONS COMMISSION '12 MONTH ATTENDANCE RECORD 01/01/03 to CURRENT Meeting Date Kimbcrly Saul Meikes Brett Castillo Terry Smith Jim Pusack Thrower 6/2/03 x x x x x 7/28/03 x x x x x 8/25/03 x x x x o/c 9/22/03 x x x x o/c 10/27/03 x x x x o/c 11/24/03 x x o/c x x 12/15/03 o/c o/c x x x 1/2/04 x o/c x x x 1/26/04 x x x x x 2/23/04 x o/c x o/c x 3/22/04 x x x x x 4/26/04 x x x x O/C 5/24/04 x x O/C x x 6/28/04 x x x o/c x 7/26/04 o/c x x x x 8/26/04 did not meet did not meet did not meet did not meet did not meet 9/27/04 X X X X X 10/25/04 X X 11/04 Did not meet Did not meet Did not meet Did not meet Did not meet X X X X X 12/20/04 1/24/05 X X X X X (X) = Present (O) = Absent (O/C) = Absent/Called (Excused) MINUTES DRAFT CHARTER REVIEW COMMISSION - PUBLIC HEARING THURSDAY, JANUARY 13, 2005 - 7:00 PM HARVAT HALL, CITY HALL Members Present: Kevin Wemer, Andy Chappell, Karen Kubby, Nate Green, Naomi Novick, Vicki Lensing, Lynn Rowat, and William Sueppel, Chair Members Absent: Penny Davidsen Staff Present: Marian Karr, Eleanor Dilkes OPENING REMARKS BY CHAIR: Chair Sueppel called the meeting to order, and then proceeded to give some background on what the Charter Review Commission has been doing. To date, the Commission has met 22 times; has had two previous public hearings; and has reviewed the Charter in detail. As a result of these meetings, and especially the meeting of January 6, 2005, in which some final decisions were made, the Commission is preparing to present a Charter recommendation to the City Council at their Tuesday, January 18, 2005, meeting. Sueppel further stated that there is a red-lined version of the Charter available, either at this evening's public hearing, or people can stop by the City Clerk's office for a copy, or people can go the City's website at www.icgov.org/council/charterreview.htm. Next Sueppel stated that at the last public hearing, in December 2004, four issues were identified as being significant. The first issue concerns the election of the mayor. Currently, the mayor is elected/appointed by the other members of the council. Considerable discussion by the Charter Review Commission has taken place regarding whether or not the voters of the city should elect the mayor, instead. Sueppel noted that it was not a unanimous vote, but the Commission has decided not to change the mayoral process. Another issue that arose, concerning the mayoral seat, is the number of terms that a mayor may have. After in-depth discussions, the Commission decided that term limits would not be appropriate, and that the Council and voters can determine this. The third issue concerns how many people should be on the council, and what should be the composition of the council, in terms of district seats and at-large seats. The Commission decided to continue with seven (7) council members, four (4) of whom are elected at- large; and three (3) of whom are elected from districts, with each of them serving a term of four (4) years. The final issue concerns whether or not district council members should continue to be elected as they currently are, or if the process should change to a "pure district" vote. Sueppel noted that again, this was not a unanimous vote, but it was decided to keep this system as it currently is. Sueppel stated that the Charter Review Commission is currently preparing a report to present to the City Council at their January 18 meeting, which will give a "line by line" discussion of why changes were made, and what the significance of these changes may be. Sueppel then introduced the members of the Charter Review Commission to those in attendance, before opening the public hearing. Charter Review Commission January 13, 2005 Page 2 PUBLIC HEARiNG: The following individuals appeared: John Balmer, 10 Princeton Court, thanked the Commission members for their thorough and comprehensive review of the Charter. Balmer gave a brief history of the City Council, stating that he was one of the first seven members of the first council, voted in 30 years ago. He stated that he agrees with the mayoral issue and the Commission's decision to keep this as it currently is. Derek Maurer, 1405 Oaklawn Avenue, stated that he is present tonight because he is disappointed to hear that the Commission is not going to make any significant changes to the Charter. He stated that he feels the community has grown sufficiently to warrant making changes. He feels that with the population growth, economic growth, and the reality of the "Corridor" point towards change. Kubby asked him if he could make one change to the Charter to help local government maintain participation by its citizens, what would it be. Maurer stated that a colleague of his, Becky Soglin, is also present, and that the two of them "brainstormed" one day and they came up with some ideas for an "ideal city government." He stated that she would give further details. Melvin Dvorsky stated that he would like to see one change in the current form of city government, and that is allowing all voters to have a voice in who the mayor is going to be. Other than this, he feels everyone is doing a good job. Becky Soglin, Longfellow Neighborhood, thanked the Commission for their hard work, but stated that she is also disappointed that recommendations aren't being made to change the Charter. She stated that it would be ideal if the mayor were elected directly by the people. On the district issue, she feels each district should elect their representatives, and she gave some examples of having four (4) districts and three (3) at- large seats. Caroline Dieterle, 727 Walnut St., stated she had been at the last public hearing and agreed with both Derek Maurer and Becky Soglin on the issues. She spoke of the changes that have taken place in Iowa City, and how the growth calls for change. She feels that local activism is needed, and more direct representation of districts. Dieterle also stated that she feels the Charter Review Commission should have had more members, perhaps including people from the neighborhood groups, in order to give more input. Novick asked ifDieterle was directly proposing that they change the Charter to require a larger number of Commission members in the future. Dieterle stated that yes, that is what she would like to see, with perhaps fifteen members and representation from the neighborhood groups, as well. Shelton Stromquist, 316 Myrtle Avenue, stated that he has been active in the Melrose Avenue Neighborhood Association over the years. He referenced the changes in city governments over the years, and what he has noticed in his work in labor history at the Charter Review Commission January 13, 2005 Page 3 University of Iowa. He feels that the review of the Charter is an opportunity to help "restore a healthy democracy" in a very progressive city, and he urged the Commission members to consider making recommendations for change, especially with the mayoral issue and the city manager position. Sueppel noted that in 1985, the issue of direct election from each district was sent to the voters and it was voted down. Melvin Dvorsky asked how many years Iowa City has had a city manager. Sueppel noted since approximately 1952 or 1954. Garry Klein, 628 2nd Ave., congratulated the members on their task, and voiced his disappointment that no significant changes were going to take place with the Charter. He feels that people in the community most likely feel "left out" of the process, and that what is being recommended to the City Council is not necessarily what the citizens feel is best. Green thanked Klein for his previous recommendations, and noted how this helped the Commission make decisions along the way. Sueppel followed up by noting that at the December 1st "community type" public hearing, the consensus was that the city is divided and there is no one particular stance. He further stated that citizens can always petition to change the Charter, and do not have to wait another ten years before the next review occurs. Caroline Dieterle returned to comment about citizen activism, and that the Charter could be changed via petition. She feels there needs to be a clarification of the authority of the Objections Committee. She feels they should only be able to make objection to whether or not there were sufficient signatures, and not the substance of the amendment that is proposed. She stated that this question is currently waiting for an answer from the Court, but this could take some time. She stated that if there could be an internal way to clarify that for everybody, she feels it would be a good thing to do. Sueppel asked if anyone had any closing remarks. He thanked everyone for attending and participating. MINUTES DRAFT CHARTER REVIEW COMMISSION FRIDAY, JANUARY 14, 2005 - 7:30 AM HARVAT HALL, CITY HALL Members Present: Kevin Werner, Andy Chappell, Karen Kubby, Penny Davidsen (on speakerphone), Lynn Rowat, and William Sueppel, Chair; Nate Green arrived at 8:20am Members Absent: Naomi Novick, Vicki Lensing Staff Present: Marian Karr, Eleanor Dilkes CALL TO ORDER: Chairperson Sueppel called the meeting to order at 7:33 AM. He noted that this is the 23rd meeting for the Charter Review Commission. APPROVE M1NUTES: MOTION: Chappell moved to accept the minutes of January 6, 2005, as written; seconded by Rowat. Motion carried 6 to 0. (Green, Novick, Lensing absent) PUBLIC COMMENT: None. REVIEW PUBLIC HEARiNG iNPUT FROM PREVIOUS EVENiNG: Sueppel stated that he thought the input was "excellent" and he wished that those present at last night's public hearing had been present at the first public hearing, as he welcomed their comments and more participation in this process. Kubby stated that she felt that Becky Soglin and Derek Maurer's suggestions for a 4 district/3 at-large, with the top "vote getter" being the mayor, were a new approach. She also noted that Caroline Dieterle's observation about the number of members on the Charter Review Commission was good, and Sueppel agreed, stating that he feels this warrants further discussion. Rowat stated that his understanding is that the number of members is not set at nine, but rather it's a minimum of nine. Chappell stated that he feels that adding too many people can also make the process more difficult and cumbersome. Questions arose over the diversity of those picked for the Charter Review Commission, and which areas of the City are covered by those chosen. Sueppel recommended to Karr and Dilkes that in the future, when other Charter Review Commissions are formed, that they receive all of the past Commissions' final reports so they can see any recommendations for the future. The members asked Karr how many applications had been received. Karr retrieved the information, stating they had received twenty applications, and nine appointed. Due to a conflict of interest John Balmer resigned and Nate Green was appointed. Therefore, of the original 20 applicants ten people were appointed. The conversation turned to the neighborhood associations and having more input from these groups in the future. The members discussed the need for diversity, a topic that was raised at the previous evening's public hearing. Kubby stated that the question for her, now that they are at the Charter Review Commission January 14, 2005 Page 2 end of their review process, is what have they done here to aid more participation by the citizens, in regards to their work on the Charter. Davidsen noted that several decades ago, there was a participation of the citizens, but that there is an "ebb and flow" to the whole process, and right now it could be on a low end of participation. Karr noted that in her office they have noted how difficult it is currently to get people involved in boards and commissions, and the members agreed that perhaps it is a sign of the times. Kubby turned the discussion to asking the members if they wanted to review the number of districts, in light of last night's comments. Sueppel stated that he spoke with Lensing after last night's meeting, and her comment was that she was ready to pass their recommendations on to the Council. He noted that she is interested in more "diversity," as well. Chappell stated that he has given further thought to the number of districts, but he doesn't feel a change is warranted yet. Members continued their discussion while reviewing a district map that Kubby brought in, which has some ideas that colleagues of Kubby's came up with. Rowat stated that his feeling, as well as those he has heard in discussions, is to stay with the 4/3 split, which gives the at-large more seats. (TAPE ENDS) Chappell brought up the topic of participation by the citizens and low voter turnout, and asked the Commission members just how much they can do about this issue, noting that this is a national problem and not just a local one. Rowat picked up this topic by asking if perhaps there doesn't need to be some "grass roots" efforts within districts to spark more participation. Kubby stated that by having more districts, she feels this grass roots eflbrt would be easier to implement, and she pushed for a more "down home and close to home" participation. Sueppel noted that if they were to recommend a change to 4 or 5 district seats, he does not feel the City Council would accept this, and it would force an election on the citizens in this issue. He feels there has not been a "ground swell" by the citizens to make this type of change. Davidsen stated that she feels that if the neighborhood groups continue to grow and become more involved, then a change would be warranted, but at this point she is reluctant to make a change. Werner stated that he also favors keeping the 4 at-large/3 district seats, as is. Green stated that he agrees with Kubby that it would increase representation, but at the same time, he believes having the 4 at-large/3 district seats keeps the majority at-large, and he feels they should not make a change at this time. MOTION: Kubby moved that there be four (4) district seats and three (3) at-large seats on the City Council; seconded by Chappell. Motion did not carry 1 to 6; Kubby voted in the positive; Werner, Chappell, Davidsen (on speakerphone), Rowat, Sueppel, and Green voting in the negative. (Novick, Lensing absent) REVIEW CHARTER: Sueppel stated that as there are no new issues to consider, he would like to have a motion to approve the non-redlined version for presentation to the City Council at their January 18, 2005, meeting. At this meeting he would like the Council to receive both the redlined version, and the non-redlined version, of the Charter. Charter Review Commission January 14, 2005 Page 3 MOTION: Chappell moved the motion to approve the current non-redlined version of the Charter, for presentation to the City Council at its January 18, 2005, meeting. Motion seconded by Rowat. Motion carried 7 to 0. (Novick, Lensing absent) PRESENTATION TO COUNCIL: Sueppel stated that he felt Chappell had done a fantastic job putting together the presentation for the City Council. Chappell noted that Dilkes had reviewed his report, as well, and she had some additional items to add. Kubby noted that Item 12, on page 3, she questions the sentence, "From a policy standpoint, the Commission also determined it would be more appropriate for such amendments to go through the public hearing process than simply through a petition and voting process." She questions the word "simply" in here. Discussion ensued on how to best re-word this sentence, as well as what the initial discussion had been on this issue. MOTION: Kubby moved to remove the word "simply" only; seconded by Chappell. Motion carried 7 to 0. (Novick, Lensing absent) Green noted that on the first page, his name should be changed from Nathan to Nate. Chappell noted that under the "Conclusion" paragraph, the last two sentences make reference to "leaving the decision in the hands of the City Council," and he wanted t~o get the members' thoughts on this. Kubby stated that she feels that since there were no significant changes made to the Charter, there would be no need for these changes to be on a ballot. She feels the Commission should go ahead and recommend that the Council do this by ordinance. After a brief discussion, the wording; "The Commission recommends the City Council adopt the proposed Charter amendments by ordinance," was decided upon. All members present agreed to this change in the last paragraph of the Commission's report. Chappell stated that he would make the changes, as discussed, and he will then have Rowat review the final draft. After this, he will get the final draft to Dilkes for her final review. It was then decided to have all of the Commission member's names on the report. MOTION: Kubby moved to adopt the redlined version as amended, giving Chappell and Rowat authority to complete this document; seconded by Davidsen. Motion carried 7 to 0. (Novick, Lensing absent) MEET1NG SCHEDULE: Sueppel noted that other than the City Council meeting on January 18, when they present their report to the Council, he sees no need to schedule any further meetings at this time. Kart asked for a clarification on what the members want to have available for the Council meeting on January 18: the redlined version, the non-redlined version - both to be presented that evening. Kubby then brought up the issue of the citizen's guide to the Charter, and how they could guarantee this process getting started. Dilkes stated that once she has a draft prepared she will get copies to the Commission members, and they in turn can get copies to those they know have an interest in the guide. Charter Review Commission January 14, 2005 Page 4 OLD BUSiNESS: None. ADJOURNMENT: MOTION: Green moved to adjourn; seconded by Werner. Meeting adjourned at 9:08 AM. Batch Posting Listing as of January 20th, 2005 Page 1 International Institute of Municipal Clerks Batch: 050119 01/20/2005 11:08 AM Deposit from MCEF Posted Transaction Date BillTo Qty Paid Thru Adjust~nent Amount 120003 01/19/2005 9882 (NJ SOUTH Kathleen Thorpe, MMC, From the Township of South Brunswick BRUNSW) FR Income Thorpe Scholarship Fund 1 400.00 FR Check: 3970P 400.00 Total for 01/19/2005 1 Payments 400.00 A/R 0.00 Distribution 400.00 Total for Batch: 050119 1 Payments 400.00 A/R 0.00 Distribution 400.00 Control: 1 400.00 Grand Total 1 Payments 400.00 A/R 0.00 Distribution 400.00 IP14 Minutes Iowa City Airport Commission DRAFT January 13, 2005 Iowa City Airport Terminal Members Present: Randy Hartwig, John Staley, Carl Williams, Michelle Robnett Members Absent: Dan Clay Staff Present: Sue Dulek, Jeff Davidson Other Present: Rick Mascari, Jack Young Jr., Johnny Owens, David Hughes, Ron Duffe, Harry Wolf Call to Order: The meeting was called to order at 5:45 p.m. Recommendations to Council: Accept the Airport Strategic Plan. Approval of Minutes: Mr. Staley moved and Mr. Williams seconded motion to accept minutes from December 9, 2004 meeting. Motion carried. Public Discussion - Items not on the Agenda: Johnny Owens and Jack Young of the United Methodist Men's Club addressed the Commission. Their purpose at the meeting is to request permission to hold a Fly in-Drive in Pancake/Sausage Breakfast on May 21, 2005. Estimated time of event will be 6:00 a.m. to 1:00 p.m. Ron Duffe has already given the Men's Club permission to use his hangar. The event will be advertised to the public and other airports and churches. Mr. Owens is not sure of the size of the crowd, but it should be no larger than Sertoma. Commission discussed insurance concerns, and tabled event request until next meeting. Unfinished Items for Discussion / Action: None Items for Discussion / Action: A. Runway 7/25 Project - David Hughes brought the Commission up to date on progress of the extension project. Field surveys were completed mid December. Surveyors will get back out in the field when the weather is better. Started hydraulic model and preliminary designs. Mr. Hughes talked with the State Historic Preservation Officer and the FAA regarding the Memorandum of Agreement on the United Hangar, as to what requirements had to be in place as documentation for that hangar. The final draft of the MLA is at the SHPO, and should be approved this week. The later part of December, Mr. Hart~vig received a "go" letter from FAA State Engineer, Ed Hyatt. The letter says they anticipate funding of the next phase of the project and to go ahead and start moving forward with the design. The next phase of the project will be the grading package for the runway extension. Airport not currently under contract for this phase of the project, although it is in the Master Plan. Started discussions with Mr. Hartwig on what steps to take to get that in place. Project looks very good, and we are moving forward. B. Aviation Commerce Park - Mr. Wolf brought Commission up to date on activity of the project. Mr. Wolf is optimistic things are going well. Ms. Robnett questioned the status of land parcels if the park deal fell through. Mr. Wolf is keeping a list of interested parties. Mr. Staley moved to approve resolution to extend of the agreement with Iowa Realty Commercial to sell and/or lease property in the Aviation Commerce Park. Seconded by Ms. Robnett. Resolution passed 3-0 on a roll call vote with Mr. Williams recusing himself. Airport Commission January 13, 2005 Page 2 c. Strategic Plan - Jeff Davidson presented the Strategic Plan with all requested modifications requested at last meeting. Subject to further modifications by the Commission, the only difference to the final version will be to insert the executed resolution, and take off the final pending approval. Final plan will be on blue paper, and stapled as a booklet. Cost per booklet is about 50 cents. In lieu of this Tuesday's council meeting, the City Clerk and City Attorney decided to have the minutes of this meeting presented to council with the Commission's recommendation, prior to their consideration. Mr. Hartwig and Mr. Davidson will attend the work session meeting on January 31st, and Mr. Hartwig will present it for their acceptance. The council ~vill accept it on February 1st. The Commission thanked Mr. Davidson for his assistance and guidance on this project. The report communicates well, in a non-technical way, but also sets forth where the Airport would like to be several years from now. Mr. Staley moved to recommend approval of the strategic plan. Mr. Williams seconded. Resolution passed 4-0 on a roll call vote. D. Airport Budget- Mr. Hartwig represented the Commission at last Monday's city council meeting where City Boards and Commissions go over their budgets. Mr. Hartwig pointed out the biggest decrease was in personnel expense; the budget did include salary for an airport manager however. There is a request for money towards a park area. Commission discussed many areas at the airport that could use the maintenance and repair monies. E. Airport Management- Mr. Staley requested an update on the interns. Mr. Hartwig thinks they have 2 good candidates. There was discussion on the prospect of having an office in the terminal building. Snow removed efficiently from the runway with the new snowplow. Airport tractor broke, and is being repaired. F. Obstruction Mitigation Project - Mr. Hartwig provided an update on the project. Resolution to accept the hangar lighting project was moved by Ms. Robnett and seconded by Mr. Staley. Passed on 4-0 roll call vote. A group from Gerard Electric showed up to start the project, but the Airport was never notified of the work date. There was no way to alert all of the tenants. Commission needs to make sure a notification policy is in place for future issues. G. Airport Viewing Area - Mr. Hartwig stated the FAA wrote back, as to what they needed for the viewing area. Howard R. Green did the last ALP. Discussed grant possibilities. H. iowa Dept. of Transportation Grant - Mr. Hartwig explained that the Airport Commission needs to tell DOT they will accept their grant for FY05 for hangar/floor repairs. Resolution to accept the grant was moved by Mr. Williams and seconded by Mr. Staley. Resolution passed on a 4-0 roll call vote. I. Hanger Repair - Resolution to award a contract repair for hangers B & C to CBS L.L.C. Moved by Mr. Staley. Seconded by Ms. Robnett. Resolution passed 4-0 on a roll call vote. The Commission instructed Ms. Dulek to provide for notification to tenants in the contract so that would know when their hangar was being prepared. Chairperson's Report: Mr. Hartwig reported the cleaning from the first snow fall went well with good reports from users. Airport Commission January 13, 2005 Page 3 Commission Members Reports: Discussion on public use ofthe terminal meeting room. Itwas mentioned that our Airport was represented well in an aviation calendar. Administrative Reports: None. Set Next Meeting: Next meeting set for February 10, 2005. Adjournment: Meeting adjourned at 8:50 p.m. Airport Commission ATTENDANCE RECORD YEAR 2005 TERM 01/13 NAME EXP. Daniel Clay 3/1/08 O/E Randy 3/1/09 X Hartwig Vlichelle 3/1/07 X Robnett John 3/1/06 X Staley Carl 3/1/10 X Williams KEY: X = Present O = Absent O/E = Absent/Excused NM = No meeting .... Not a Member