HomeMy WebLinkAbout2000-03-21 Resolution Prepared by Marian K. Karr, City Clerk, 410 E. Washington St., Iowa City, IA 52240 (319) 356-5041
RESOLUTION NO. 00-99
RESOLUTION TO ISSUE CIGARE'R'E PERMITS
WHEREAS, the following firms and persons have made application and paid the mulct tax
required by law for the sale of cigarettes, therefore
BE IT RESOLVED BY THE CITY COUNCIL OF IOWA CITY, IOWA, that the applications be
granted and the City Clerk is hereby directed to issue a permit to the following named persons
and firms to sell cigarettes:
City Plaza Hotel -- 210 S. Dubuque Street
Hemp Cat - 114½ E. College Street
Passed and approved this 21st day of March ,20 00
_- _
MAYOR
Approved by
City Attorney's Office
It was moved by Vanderhoef and seconded by Champi on the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Champion
X Kanner
X Lehman
X O'Donnell
X Pfab
X Vanderhoef
X Wilbum
clerk~res\cigperrn .doc
RESOLUTION NO. 00-100
RESOLUTION TO ISSUE DANCING PERMIT
BE IT RESOLVED BY THE CITY COUNCIL OF IOWA CITY, IOWA, that a Dancing Permit as
provided by law is hereby granted to the following named person and at the following
described locations upon his filing an application, having endorsed thereon the certificates of
the proper city officials as to having complied with all regulations and ordinances, and having
a valid beer, liquor, or wine license/permit, to wit:
First Avenue Club - 1550 S. First Avenue
It was moved by Vanderhoef and seconded by Champion that the Resolution
as read be adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Champion
X Kanner
X Lehman
X O' Donnell
X Pfab
X Vanderhoef
X Wilburn
Passed and approved this 21st day of March ,20 O0 ·
City Attorney's Office
clerk\res\danceprm.doc
5e(1 ) I
Prepared by: Daniel Scott, Engineering, 410 E. Washington St., Iowa City, IA 52240, (319)356-5144
RESOLUTION NO. 00-].0].
RESOLUTION SETTING A PUBLIC HEARING ON PLANS, SPECIFICATIONS,
FORM OF CONTRACT, AND ESTIMATE OF COST FOR THE CONSTRUCTION
OF THE IOWA CITY LANDFILL SITE PAVING PROJECT, DIRECTING CITY
CLERK TO PUBLISH NOTICE OF SAID HEARING, AND DIRECTING THE CITY
ENGINEER TO PLACE SAID PLANS ON FILE FOR PUBLIC INSPECTION,
BE IT RESOLVED BY THE COUNCIL OF THE CITY OF IOWA CITY, IOWA:
1. That a public hearing on the plans, specifications, form of contract, and estimate of cost
for the construction of the above-mentioned project is to be held on the 4th day of April,
2000, at 7:00 p.m. in the Council Chambers, Civic Center, Iowa City, Iowa, or if said
meeting is cancelled, at the next meeting of the City Council thereafter as posted by the
City Clerk.
2. That the City Clerk is hereby authorized and directed to publish notice of the public hearing
for the above-named project in a newspaper published at least once weekly and having a
general circulation in the City, not less than four (4) nor more than twenty (20) days before
said hearing.
3. That the copy of the plans, specifications, form of contract, and estimate of cost for the
construction of the above-named project is hereby ordered placed on file by the City
Engineer in the office of the City Clerk for public inspection.
Passed and approved this 21st day o~ ,20 .
City Attorney's Office
It was moved by Vanderhoef and seconded by Champion the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Champion
X Kanner
X Lehman
× O'Donnell
X Pfab
X Vanderhoef
X Wilburn
pweng~res\landsite.doc
Prepared by: Marian K. Karr, City Clerk, 410 E. Washington St., Iowa City, IA 52240 (319) 356-5041
RESOLUTION NO. 00-102
RESOLUTION REPEALING RESOLUTION NO. 98-310 OF THE CITY COUNCIL
OF THE CITY OF IOWA CITY AND APPROVING A NEW RESOLUTION
SETTING FORTH RULES OF ORDER FOR THE CONDUCT OF FORMAL
COUNCIL MEETINGS.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA CITY,
IOWA, that said Council does hereby repeal Resolution No. 98-310 and, in its place, approve
Rules of Order for the Conduct of Formal City Council Meetings as follows:
A. Order of Business
The business of the City Council shall be taken up for consideration in substantially
the following order, except as otherwise ordered by the Mayor or City Council:
1. Roll Call
2. Mayor's Proclamations
3. Consent Calendar
4. Community Comment (until 8:00 P.M.)
5. Planning and Zoning Matters: hearings, recommendations, ordinances and
resolutions
6. Other Public Hearings
7. Other Ordinances
8. Other Resolutions
9. Community Comment (continued if necessary)
10. Council Business
11. City Manager, City Attorney, and City Clerk Business
12. Adjournment
B. Content of Consent Calendar
Those items on the Agenda which are considered routine will be listed under the
Consent Calendar and be enacted by one motion, with a roll call vote. If the Mayor, a
Council member or a citizen specifically requests that any of the items be considered
separately, these items will be removed and considered later on the Agenda.
Passed and approved this 21st day of March ,2000.
Ap by . ,
IT
clerk~res\order,doc
Resolution No. 00-102
Page 2
It was moved by Vanderhoef and seconded by Champ'ion the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Champion
X Kanner
X Lehman
x O'Donnell
X Pfab
X Vanderhoef
X Wilbum
Prepared by: Sarah E. Holecek, First Asst. City Atty, 410 E. Washington St., Iowa City, IA 52240 (319)356-
5030
RESOLUTION NO. 00-103
RESOLUTION AUTHORIZING THE MAYOR TO SIGN AND THE CITY CLERK TO
ATTEST A STORM SEWER EASEMENT AGREEMENT FOR LOTS 13, 14, 15, 16, &
17 HIGHLANDER DEVELOPMENT, FIRST ADDITION, (NORTHGATE CORPORATE
PARK, PHASE III), IOWA CITY, IOWA
WHEREAS, pursuant to the Code of Ordinances of the City of Iowa City, Iowa, the
Developers and Owners of Northgate Corporate Park; and
WHEREAS, City staff approved the site plan subject to the property owners entering into a
Storm Sewer Easement Agreement to ensure the integrity of the private storm sewer system
which conveys stormwater into the City system; and
WHEREAS, City staff has approved the location of the proposed storm sewer as well as the
associated easement agreement; and
WHEREAS, the easement agreement requires City Council approval and the execution of the
same is in the public interest of the citizens of Iowa City, Iowa.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA CITY,
IOWA, THAT:
1 The Mayor is hereby authorized to sign and the City Clerk to attest the Storm Sewer
Easement Agreement for Lots 13, 14, 15, 16, & 17, Northgate Corporate Park, Iowa
City, Iowa.
2. The City Clerk is hereby authorized and directed to certify a copy of this Resolution
and to record the same with the above-referenced Easement Agreement in the
Johnson County Recorder's Office at the expense of Northgate Park Associates.
3. Northgate Park Associates shall amend the mylar plat of the development to reflect
this additional easement.
)R
A TEsT:
A b ·
sarah~landuse%stormsewer eas res
Resolution No. 00-103
Page 2
It was moved by Vanderhoef and seconded by Champion the Resolution be
adopted. and upon roll call them were:
AYES: NAYS: ABSENT:
X Champion
X Kanner
X Lehman
X O'Donnell
X Pfab
X Vanderhoef
X Wilbum
Prepared by: Liz Osborne, Comm. Development, City of Iowa City, 410 E. Washington St., Iowa City, IA 52240; (319)356-5246
Resolution No. 00-104
RESOLUTION AUTHORIZING THE MAYOR TO EXECUTE AND THE CITY CLERK TO
ATTEST TO AN AGREEMENT FOR CONSENT TO ASSUMPTION WHEREBY THE CITY OF
IOWA CITY CONSENTS TO SYSTEMS UNLIMITED ASSUMING THE OBLICATIONS OF
SYSTEMS UNLIMITED FOUNDATION WITH RESPECT TO THE CITY OF IOWA CITY'S
LIENS REPRESENTING A MORTGAGE AND PROMISSORY NOTE FOR THE PROPERTY
LOCATED AT 915 NORTH DODGE STREET, IOWA CITY, IOWA.
WHEREAS, the City of Iowa City is the owner and holder of a Mortgage and a Promissory Note
in the amount of $15,000, executed by the owner of the property on October 13, 1992, recorded
on October 20, 1992, in Book 1450, Page 174 through Page 181, in the Johnson County
Recorder's Office covering the following described real estate:
Commencing at a point on the boundary line between Lots 32 and 33, Subdivision of the
southeast quarter of Section 3, Township 79 North, Range 6 West of the 5th P.M., said
point being 5.80 chains southwesterly of the northwest corner of said Lot 33, running
thence south 35 degrees east to the west line of North Dodge Street in Iowa City, Iowa,
thence south 40 degrees west 85 feet along the west side of said North Dodge Street,
thence north 35 degrees west to the north line of said Lot 33, thence northeasterly along
the north line of said Lot 33 to the place of beginning.
WHEREAS, this property was formerly known as 919 North Dodge Street; and
WHEREAS, the owners of the property have asked that the City consent to Systems Unlimited
assuming the obligations of Systems Unlimited Foundation; and
WHEREAS, there is sufficient value in the above described real estate to secure the City lien.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA
CITY, IOWA that the Mayor is authorized to execute and the City Clerk to attest the agreement
for Consent to Assumption between the City of Iowa City and Systems Unlimited Foundation
and Systems Unlimited.
Passed and approved this 21st day of ~/~/,~ ,20 00 -
~- M~A?dR -
Approved by
ppdcdbg\res~systems.doc
Resolution No. 00-104
Page 2
It was moved by Vanderhoef and seconded by Champion the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Champion
X Kanner
X Lehman
X O'Donnell
X Pfab
X Vanderhoef
X Wilbum
SYSTEMS UNLIMITED F'OUNDATION
P.o. BOX 243 I
IOWA CITY, IOWA 52244
January 18, 2000
Housing Rehabilitation
City of Iowa City, Iowa
Civic Center
410 East Washington Street
Iowa City, IA 52240
Dear Sir or Madame:
The undersigned are President of Systems tinlimited Foundation and the President and
Executive Director of Systems Unlimited. As your records will show, the Foundation has
borrowed money from the City for rehabilitation of one of its homes.
Originally, the primary purpose of Systems Unlimited Foundation was to assist Systems
Unlimited by raising money and purchasing real estate for the use by Systems Unlimited as
group homes. Over the past several years, the focus of the Foundation has changed so that it is
now primarily concerned with fundraising for purposes of creating an endowment. Further, a
change in funding streams and philosophies has reduced the need of Systems Unlimited for
additional houses, although those currently in use remain needed.
In order to provide money for the Foundation' s endowment, the Foundation and Systems
Unlimited have agreed to a plan whereby the Foundation will sell its houses to Systems
Unlimited. We are currently in the initial stages of this transaction which we expect will close in
late March of this year. As a lienholder, we need your consent to the assumption of the
obligation to the City of Iowa City by Systems Unlimited. Because of our positions within the
two organizations, we are able to represent to you that a change in the obligors from the
Foundation to Systems Unlimited will have no adverse effect upon your security. Systems
Unlimited is as strong or stronger financially than the Foundation. If you agree to allow
assumption of the obligation by Systems Unlimited, please sign the extra copy of this letter and
Housing Rehabilitation
City of Iowa City, Iowa
Page 2
January 18, 2000
return it to Systems Unlimited in the self-addressed stamped envelope. We will then have our
legal counsel prepare a Consent to Assumption for signature.
Very truly yours,
John Shaw
President, Systems Unlimited
Jack A.q~oberg °~0~Z'~
President, Systems Unlimited Foundation
William Gorman
Executive Director, Systems Unlimited
Enclosures
The undersigned consents to the Assumption of its lien against the following described
real estate located in Johnson County, Iowa, to-wit:
Commencing at a point on the boundary line between Lots 32 and
33, Subdivision of the Southeast Quarter of Section 3, township 79
Noah, Range 6 West of the 5th P.M., said point being 5.80 chains
southweste~y of the northwest comer of said Lot 33, running
thence south 35 degrees east to the west line of Noah Dodge Street
in Iowa City, Iowa, thence south 40 degrees west 85 feet along the
west side of said Noah Dodge Street, thence noah 35 degrees west
to the noah line of said Lot 33, thence northeasterly along the
north line of said Lot 33 to the place of beginning,
Housing Rehabilitation
City of Iowa City, Iowa
Page 3
January 18, 2000
by Systems Unlimited Foundation to Systems Unlimited.
CITY OF IOWA CITY, IOWA
Approved By
Prepared by: Scott Kugler, Assoc. Planner, 410 E. Washington St., Iowa City, IA 52240 (319) 356-5243
RESOLUTION NO.
RESOLUTION APPROVING THE FINAL PLAT OF WINDSOR RIDGE, PART FIFTEEN,
JOHNSON COUNTY, IOWA.
WHEREAS, the owner, Arlington, L.C., filed with the City Clerk the final plat of Windsor
Ridge, Part Fifteen, Johnson County, Iowa; and
WHEREAS, said subdivision is located on the following-described real estate in Johnson
County, Iowa, to wit:
A portion of the West One-Half of the Southeast Quarter of Section 7,
Township 79 North, Range 5 West, of the Fifth Principal Meridian, Iowa City,
Johnson County, Iowa, the boundaries of which are described as follows:
Beginning at the Northwest Corner of the Southeast Quarter of Section 7,
Township 79 North, Range 5 West, of the Fifth Principal Meridian; Thence
S89°58'56"E, along the North Line of said Southeast Quarter, 771.89 feet, to
the Northwest Corner of a Plat of Survey in accordance with the Plat thereof
Recorded in Plat Book 15, at Page 53, of the records of the Johnson County
Recorder's Office; Thence S00°O0'20"W, along the West Line of said Plat of
Survey, 326.03 feet to the Southwest Corner thereof, and a Point on the
West Line of Parcel "A" of a "Boundary Survey and Legal Description" in
accordance with the Plat thereof recorded in Plat Book 30, at Page 48, of the
Records of the Johnson County Recorder's Office; Thence S00°29'10"E,
along said West Line and Southerly projection thereof 1930.37 feet, to a
Point on the Northerly Right-of-Way Line of Court Street; Thence
Southwesterly, 598.90 feet, along said Northerly Right-of-Way Line on a
2926.05 foot radius curve, concave Southeasterly whose 597.85 foot chord
bears S85°33'19"W; Thence S79°41'30"W, 175.21 feet, to a Point on the
West Line of said Southeast Quarter; Thence N00°29'10"W, along said West
Line, 2334.34 feet to the Point of Beginning. Said Tract of Land contains
40.27 Acres, more or less, and is subject to easements and restrictions of
record.
WHEREAS, the Department of Planning and Community Development and the Public Works
Department examined the proposed final plat and subdivision, and recommended approval;
and
WHEREAS, the Planning and Zoning Commission examined the final plat and subdivision and
recommended that said final plat and subdivision be accepted and approved; and
WHEREAS, a dedication has been made to the public, and the subdivision has been made
with the free consent and in accordance with the desires of the owners and proprietors; and
Resolution No,
Page 2
WHEREAS, said final plat and subdivision are found to conform with Chapter 354, Code of
Iowa (1999) and all other state and local requirements.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA CITY,
IOWA, THAT:
1. The said final plat and subdivision located on the above-described real estate be and
the same are hereby approved.
2. The City accepts the dedication of the streets and easements as provided by law and
specifically sets aside portions of the dedicated land, namely streets, as not being
open for public access at the time of recording for public safety reasons.
3. The Mayor and City Clerk of the City of Iowa City, Iowa, are hereby authorized and
directed, upon approval by the City Attorney, to execute all legal documents relating
to said subdivision, and to certify a copy of this resolution, which shall be affixed to
the final plat after passage and approval by law. The City Clerk shall record the legal
documents and the plat at the office of the County Recorder of Johnson County,
Iowa at the expense of the owner/subdivider.
Passed and approved this day of ,2000.
ATTEST: MAYOR Cit~/r:t r~~,,~,,X:~
CITY CLERK
It was moved by and seconded by the Resolution be
adopted, and upon roll call thero were:
AYES: NAYS: ABSENT:
Champion
Kanner
Lehman
O'Donnell
Pfab
Vanderhoef
Wilburn
ppdadmirdres/wndsrdgel 5.doc
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STAFF REPORT
To: Planning and Zoning Commission Prepared by: Scott Kugler
Item: SUBO0-0004. Windsor Ridge, Part 15 Date: February 17, 2000
Final Plat
GENERAL INFORMATION:
Applicant: Arlington, UC.
2346 Mormon Trek Boulevard
Suite 2000
Iowa City, Iowa 52246
Phone: 351-8811
Contact person: MMS Consultants
1917 S. Gilbert St.
Iowa City, IA 52240
Phone: 351-8282
Requested action: Final plat approval
Purpose: To create a two-lot subdivision with
two outlots
Location: North side of Court Street at its eastern
terminus
Size: 40.27 acres
Existing land use and zoning: Undeveloped, RM-12
Surrounding land use and zoning: North: Undeveloped, RS-8;
East: Undeveloped, RS-5;
South: Undeveloped, OPDH-8;
West: Agricultural, County RS.
Comprehensive Plan: Northeast District Plan: mixed density
residential
Applicable Code requirements: Chapter 14-7, Land Subdivisions
File date: January 27, 2000
45-day limitation period: March 12, 2000
60-day limitation period: March 27, 2000
2
BACKGROUND INFORMATION:
The applicant, Arlington, L.C., is requesting a final plat of Windsor Ridge, Part 15, a 40.27
acre, two-lot residential subdivision with two outlots for property located on the north side of
Court Street at its eastern terminus. This property is currently zoned Low Density Multi-
Family Residential (RM-12), although a Planned Development Housing Overlay (OPDH-12)
rezoning application is currently pending before the City Council. A preliminary plat for this
property was approved by the Planning and Zoning Commission at its January 6 meeting,
subject to the approval of the above referenced rezoning application. Likewise, the final plat
should not be approved unless the proposed rezoning and preliminary plat are both approved.
ANALYSIS:
The proposed final plat appears to be consistent with the pending preliminary plat, as well as
the City's subdivision regulations. However, there appear to be a few dimensions missing on
the plat and a few minor deficiencies have been identified. These items must be corrected
prior to the Commission's vote on this application. Legal papers and construction drawings
have been submitted and are under review. These items must be approved prior to City
Council consideration of the final plat.
The plat contains two building lots, one outlot for open space, and a 26.78 acre parcel to be
reserved for future development. As per the proposed OPDH plan, Lots 258 and 259 are to
contain a mix of apartment buildings and townhouses. Outlot T is a proposed open space
with a trail that is to lead from Court Street to the north end of the property. It is anticipated
that the trail will be extended to the north as Lot A is developed.
Access Issues: The preliminary OPDH plan that is currently pending for this property was
reviewed carefully in terms of proposed access points along Court Street, an arterial street.
No access points were permitted to Court Street for Lot 259, and only one access was
permitted for Lot 258. The Lot 258 access is planned to line up with a drive approved for the
proposed development on the south side of Court Street. The final plat and legal papers
should reference these access restrictions along the arterial street.
Open Space: The plat contains Outlot T, which is labeled as open space. At the time of
preliminary plat review, staff and the Parks and Recreation Commission recommended that
this parcel not be accepted as public open space, but rather that it be owned and maintained
by a homeowners association. It was recommended that neighborhood open space
dedication requirements of 1.74 acres dedicated within Lot A when it is developed. At that
time, the Neighborhood Open Space requirement should be used to obtain land necessary for
the creation of Lindemann Square, proposed in the Northeast District Plan for the north end
of this property. The final plat and legal papers should note that Outlot T is to be common
open space and will be maintained by a homeowners association. The legal papers should
also reference the construction of the proposed trail on Outlot T. Currently, these issues are
not covered by the Subdivider's Agreement submitted with this application.
STAFF RECOMMENDATION:
Staff recommends that SUBO0-0004 be deferred pending resolution of the deficiencies listed
below. Upon resolution of these items, staff recommends that the request for a final plat of
Windsor Ridge, Part 15, a 40.27 acre, two-lot residential subdivision with two outlots for
property located on the north side of Court Street at its eastern terminus, be approved,
subject to the approval of REZ99-0011 and SUB99-0029 prior to City Council consideration
of the final plat.
DEFICIENCIES AND DISCREPANCIES:
1. Outlot T should be labeled as common open space to be owned and maintained by a
homeowners association.
2. A few dimensions are missing on the plat.
3. Access restrictions along Court Street should be noted on the plat.
4. Miscellaneous corrections are needed to a few notations on the plat.
ATTACHMENTS:
1. Location Map.
2. Final Plat.
Approved by:
Robert Miklo, Senior Planner
Department of Planning and
Community Development
:L: :;;'C:} ~ LEGEND AND NOTES
Final Plat
Iowa City, Iowa
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Iowa CiLy , Iowa A'
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8
Prepared by: Robert Miklo, Senior Planner, 410 E. Washington St., Iowa City, IA 52240 (319) 356-5040
RESOLUTION NO. 00-105
RESOLUTION SELECTING TERRY L. STAMPER AND ASSOCIATES, L.L.C. AS
THE PREFERRED DEVELOPMENT TEAM FOR THE PENINSULA
NEIGHBORHOOD AND AUTHORIZING STAFF TO NEGOTIATE A
DEVELOPMENT AGREEMENT FOR COUNCIL APPROVAL.
WHEREAS, the Peninsula Development Selection Committee has reviewed proposals submitted
by development teams for the Peninsula project; and
WHEREAS, based on written proposals, public presentations, personal interviews and references,
the committee found that the Stamper team is the most qualified to implement the City's vision for
the Peninsula; and
WHEREAS, the City wishes to enter into an agreement with the Stamper team to implement a
development plan which is consistent with the Peninsula plan.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA
CITY, IOWA, THAT:
1. Terry L. Stamper and Associates, L.L.C. is hereby named as the preferred developer for the
Peninsula neighborhood.
2. The City Manager or his designee is authorized to negotiate a development agreement with
Terry L. Stamper and Associates, L.L.C. for approval by City Council.
of Mar
Passed and approved this 21st day ~
~prov d b
It was moved by 0'Donnel 1 and seconded by Vanderhoef the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Champion
X Kanner
X Lehman
X O'Donnell
X Pfab
X Vanderhoef
X Wilburn
ppdadmin\res\stamper. doc
City of Iowa City
MEMORANDUM
Date: March 17, 2000
To: City Manager and City Council r~~:~E/.,j_,,L'
From: Karin Franklin, Director, Planning & Community Develop
Re: Peninsula Development Team
The Peninsula Development Selection Committee recommends that Terry L. Stamper and
Associates be chosen as the preferred development team for the project. Based on the written
proposals, public presentations, personal interviews and references, the Committee finds that
the Stamper team is the most qualified to implement the City's vision for the Peninsula. The
Committee's recommendation is unanimous.
The Stamper team clearly demonstrated a commitment to the development principles of our
Peninsula plan. Members of the team have experience in building similar projects. References
indicated that projects in which members of the team participated were of high-quality and have
been successful within their local housing markets. Cities where Terry Stamper was project
manager also stated he is very good at working within public-private partnerships.
The following points were critical in the Committee's recommendation for the Stareper team:
· The model build-out submitted includes the provision of a variety of housing styles, types
and prices in a single block. Conventional "pods" of housing types are avoided.
Their plans provide for the inclusion of local architects, builders and realtors. This will
assure a variety of housing types and styles, and broaden the exposure of this type of
development to the local development community.
· A minimum percentage of affordable housing units will be provided through the negotiated
development agreement. Provision of affordable units will include involvement of a local
community housing development organization and the Housing Authority's Affordable
Dream Home Ownership program. Variety in size and style of housing will also provide for
affordability. Affordable units will be scattered through the site and not aggregated in a
single block or collection of units.
· Environmental issues such as drainage, watershed protection and woodland preservation
will be addressed by inclusion of Conservation Design Forum (CDF) as a team member.
CDF completed the Peninsula Park Plan and will be attuned to the necessary interface
between this Plan and the Peninsula neighborhood.
· All public and private infrastructure will be part of the development costs of this team. No
public investment beyond the infrastructure extensions to the site and the below market rate
cost of the land are expected.
2
Although the Lander Group is a very respectable group, the Committee felt they did not go far
enough in their commitment to the Peninsula concept plan and compromised some of the
principles of the plan. The McCabe proposal was not considered by the Committee since that
team chose not to participate in the public presentation or the interview with the Committee.
Following the selection of a preferred development team, we will negotiate a development
contract. The contract will specify the responsibilities of the City and developer, a time
schedule, land price and payment method. This will be followed with OPDH rezoning and
subdivision review. Construction of Foster Road will continue this year and, if construction
conditions are favorable, will be completed in the fall. This will allow construction to begin within
the Peninsula Neighborhood in the later part of 2000 or the spring of 2001.
cc: Jeff Davidson
Bob Miklo
Steven Nasby
Lea Supple
Gretchen Schmuch
indexbc\memos\l-1 KF.doc
LANDE, R
GROUP
Mr. Robert Miklo
Senior Planner
City of Iowa CtBr
410 East Washington SL
Iowa City IA 52240-5240
RE: Iowa Ci~ Peninsuh Development
A Joint Venture Development Team Pruposal
Dear Mt Mildo:
The following is a briet proposal in response to the Request for Proposal for the Peninsula
Neighborhood- this joint proposal combines years of development expertise and flnanctng
experience of the Sienna housing development company with the creative traditional neigh-
borhood development skills of the Lander Group, Inc. The team includes Town Planning
Collaborative as very skilled town archim with ext~-~ive knowledge and experience in tra-
ditional neighborhood design and [rollcling managemenL Pinally, the team includes Scott L
Hochstrasser, Intentional Plaztm~ Associates based in Coralvtlle, IA, who spedalizes in local
planning agency coordination and local project managemenL
Together this team provides long time experience in development expertise and required
financing with innovative town planning professionals committed to traditional neighborhood
design.
TEAM QUALIFICATIONB
This proposal assumes that the project team will be master developers In a joint ven~a.re with
~h~ Ci~ of Iowa City.
The team assembled to turn the Peninsula project into reality is one with deep experience in
new traditional development It is a team bhat is ~p~cializes in and is dedicated to the pnnci-
pies of communRy building, within a I-r-anework of successful market-sensitive development
The tander Grau~, Inc.. and $ienna bfC
The Lancler Group is the lead developer and wW provide development anti project manage-
ment services, as well as e~ertise in d~ign and planning of traditional neighborhoods. T~
Lander Group has been planning and developing properties in urban neighborhoocLs, eradi-
tional dow~nmwrm and small towns for over a decade, and haa been r~.peatedly recognized t~r
its high quali~y designs- Michael Lander, the Presicient and founder of the firm, will be hhe key
con~ct person.
Sienna MC will provide i~s ex~nsive land development experien~, credentiah, and expertise,
as well as the required equity tmanr. ing. $ienna has been su~;es~fully developing innovative
con~Lunities for over twenty-five years, including new traditional neighborhoods in East
Grand F~rks, IVlN.
3346 H~zntpin Apnut Sasd;,...Sustt .lO0.:_.Min. stafo!ixo.. Misntsats 55408 , rd: 612 825 4~54 , FAX 612 825 8146
Tor~ PLanning C~llab~r~tWe
TPC, one o~ ~ l~dtng ~aat~o~l p~S ~s ~ ~e upp~ ~w~ w~b~fl o~ ~e
~ter p~ ~a~d for ~e P~la n~b~hoo~, ~d ~ ~He E To~ ~t~t, ~
~e ~o~t ~ ~ ~ ~rfo~ ~ ~ co~a~ ~ 1~ ~i]~rs ~ ~ ~gh ~
ex~a~ oI des~
IPA ~e~s ~ ~al ~te dev~opm~t p~ dev~op~t p~J~ m~t ~d
~tiflemem and ~il p~g. Scott L. Hochs~sr ~ ~ sole o~r of ~A, w~ ~
~n m ~me~ ~r ~n ye~, IPA ~~ offic~ m F~, ~om ~d Cor~v~e, Iowa
Mr, Ho~a~r, w~ h~ a Mas~r's ~e ~ ~om~ PoUcy P~8 ~d
~e!~ )-~ oE ~pe~ence wor~g wi~ ~ s~ ~d ~de~ agenc~s, w~ be ~e key s~
p~on.
TE~ SRu~
The ~nder Group, Inc. and Siva MC w~ be ~e ~c~l ps~e~.
Town F~g Co~om~ve w~ be ~e p~ ~ p~ des~ ~. L~ a~ ~d
desi~e~ w~d be ~ted ~ p~a~E ~ phsd de~ desi~, com~on ~a~p, ~-
n~g ~d b~l d~e]op~nt. ~e ~ait ~velopm~t Comply of l~a Ci~,
Design of Co~vffie, ~S ~~ oE Iowa Ci~ ~d sev~ 1~ ~den have b~n
appmaaed ~d bare e~s~ ~s~ ~ ~dpa~ ~ si~e ~H=~ent.
~mafi~ P~ ~o~t~ ~ be ~e 1~ project ~agers. IFA ~1 fa~te develop-
er plans ~d Ci~ r~ew ~d apFm~ ~ ~ ~]opm~ ~. ~A wffi ~ ~e ~
toc~ c~2a for ~ ~ of ~ pmj~t ~velop~nL md~8 ~e d~elop~ a~ent,
pl~ ~eview ~d approve, mo~fion ~ b~de~ ~d ou~a~ to p~er~ o~a~ ~d
1~ mltors.
fio~ wi~ lo~ a~c~, qmem, ~v~ope~ and buUders wUl ~lt m l~al empio~ent
Prior ~xperience
Please refer to project experience Usted on attached pages for each member of the development
ge/erences
Please refer to te.Fetences listed on attar..~ed pages for each member of I~e development team.
IDU, L gtm.ootrr Pu~
The Project Development team Rnds that the Master PI,tn Gtnde]ines docum~t p~pared by
the City as the Pmllmirmry Master Plan includes graphic detaile that caz~ generally be support-
ed by the development team. I'he ideal plan will simply be a refinement of the project site
plan, which is generally outlined in the Dover/Kohl schematics, The major z~finements will
include a shift in ~he unit mix and types show to be in greater demand in the
:zimmerman/Volk market study, which was recently completecL More buiklout plans will be
re,Load in specific plans on a mor~ specLfic Master Plan basis on~ the team ~s 8elected.
mare detail will be added for the phasing of each elsment of rl~ project as it is completed.
The Project Development team understartds that the plan will evolve as more precise marlet-
ing and engineering Lnforrnation is avaflabls. However, the Dovet/Kohl plan will ~de project
design. The Dover/Kohl plan captures a vision of what can be mated in this unique location
through tea~nwork and commil2nent The Team sees its role as making the City visions a r~aLi-
t'y, through commilznent to the same prindples of tradl~ona] neighborhood design hhat guided
the Dover/Kohl plan.
Pl~s~c PLAN AND TnaETABLE
Phasing of the development would first include an identiliable neighborhood center and the
outer edge of the development envelope. The center of the community would include a neigh-
borhood s([ua_~ and development of a mix of housing t},pes outlining the public holm- The
neighborhood center would be the focus of the ~Lrat phase. The edge of the sq~Lfe on the south
side would be the focus of the tint housing development. Second, a gt. neral pattent of opett
space, pedesffian paths, traits and f~endly streets would be demarcatecl on ~e land to distin-
guish the development azea from open space. This phase would not include installation of all
of the planned streets and infrastructure at one Lii/ie, but would include an extension of Forster
Road to the souLh to the fu. st n~sidentia~ sl~.et running east to make the Gnen Edge Road
shown on the 5treats Plan. Third, each building phase outside the Town Center would include
models of 34 unit types and buildout in blocks as the market ctemand increased for various
unit types-
BUTLD~NC T~ES
The Peninsula GuideLines prepared by Dover/Kohl are appropriate at this stage ol the propos-
al- The team supports the general building siting, forms, bulk and general massing. Lot sizes
generally proposed may need to be ~xpanded for the Four Square, Zero Lot Line, Cottage and
Bungalow sites. Zero Lot Line unim may not be needed when detached uni~ with limited side
y~d setbade may accomplish the same "duster' land ~vir~. The rowhouse apartment
building type needs ~urther r.l'Ltnking; it may be too urban in form and scale. This form of hous-
ing may not be appropriate for this neighborhood center. Moreover, a more modern building
form may be able to provide signfficant additional useful housing area and provide ~reater
affordability. The front facade of the rowhouse and the apartment building types may need
some articulation especially at the building entry. R~garding mat~rlak windows and doors
would be wood sash and the HardiPlank or stmilar composite material for building siding
would be cost effective and can add a variety of taxtuns and rhyttu:ns.
The range of prices for a mix of unie b/pes is difficult to estimate at this time. However, the
base prices for townhouses on a 2,000-3,000 square foot Iot would range in price from $!20,000
to $140,000 for 1,200 to 2,200 square feet of livir~g space. Base prices for the aletar_hod houses,
ort 5000 to 12,000 square foot/ots, would rang~ from $150,000 to $250,000 for 1,600 to 2,500
square feet of living space. Apartments and condomlrdums would range from $80,000 to
$110,000 for 1,000 to 1,300 solnan loot units. Smaller apazi~-amt units, 7t)0-1,000 square teat,
mixed with neighborhood center retail; office space would rent in the range of $600 to $900 a
month.
The neighborhood c~mr could double as ) trakIh~d for ~he l~a River Corridor Trail, WeX1-
ligh~d ~d ~d~ped public p~lc~g located beI~d c~ter b. ildi~ could be dewloped to
se~ice household v~ilo~, rrt~ed dv~:, ~tall, office axed trail users- The neighborhood Genre2'
would have a mix of uses including small aparb. mkent~ with conllxen.ial uses, ~ feasible. The
Ci~ should consider a conn. muni~ r~creation facility, perhaps a small indoor/oukdoor pool,
skating rLnk, pitx:h ~d pu~ goff course~ sic. A small civic cemeL library ~ud multipurpose facil-
ity for daycare, evenin~ ~creation ~s and indoor activitie~ shottld be cox~ldered in the
mix of uses. C:lty service offices shared by police, Rre and adlllJnjs~ration should be comider~d"
This team proposes a master site plan wi~ a coxllb~atJon of architects and buffdots to develop
each of the bulidlrtgs to avoid repetition.
Mixing unit types is plaxtned in the nei~bo~hood center and t~e nearest surroundin~ block~ of
development, At the neighborhood edge, more uniform unit types are planned. Comer lots
could accon'anodate two and four uni~ building tTpe$ designed to look ~ntilar to single f'~ntily
homes. Nab.tral ~eatures such as woodlands, meadows, drairtage and topography of the devel-
opment should be mainbxined. The plan is ~ ~et the lot pa~tern as a part of th~ ma~ter clevel-
opment but encourage a var~ty o~ architectural building elevaHorm. Simple building ~tapes
with porches and worldn~ dormer windows and roof deck~ will be encouraged. Overly deco-
rative building elemen~ ou~ of char~der wi~ b'adi~onal neighborhood de5igT~ iin kiMoric Iowa
City will be discouraged.
LoNG TF. AUwl A.FFOIIDAIILE I"IOUgL~G
ThLs prDpoMl inclucLes a mix of unj~ type~ wi~h variou~ lot sizes and iivLn~ area. Some rental
aparm~en~ unit~ and smaller condon'drti~ are proposed Mong wi~h duplex and J~ou~[ex
traits. Medimxt sized, larger and estate siy_,ed sizzle family detached units are abo planned.
Havin~ a complete range ok~ uni~ types and sizas en-~u.r~s a range of housing afi~ordabilit'y·.
Moreover, with thi~ ~eneraJ concep~ i~ i~s possible tha~ a .~in~le penon could nmt a small aperl-
ment over a ~hop while a smdenb tTurcha~e and move into a condo or townhouse as a .qtaxter
house and finally soLtie in a single family detached house without oyez movin~ out of f. he
neighborhood.
Not Only Will ~ Unil~ ~ and size vBrjation ensure a range of afeordabi ljty over time, tC also
provides opportunity ~or the esmblishntent of long term community relationships. The plan
provides ~r continued tradil~nal neighborhood living in appropriate unit types to meet mrli-
vtrlual lifestyles, as needs change.
STORMWATER, RA~bnINK~ AND EC_OLOCICAt "BLEST MANAGEMENT PRACrlC_.ES"
The project site have several natural resolves tha~ need profaction, enharcemenl and lon~
term management. For example, the lower Peninsula cont~lns City drinktn~ weUs, which muse
be pro~ected ~om poUuced s~ormwater ruttoll to matnlaifi water c[uallty. The site is rimmed
wi~h wooded htIls and slopes. The site ~opog'faphy and grasslands help to define the sito's
beauty. S~ormwarer ~,hould be collected in ~'assy' swale$ where feasible to allow for pex~olation
and cleansing. Where grassy swales ~ no~: be used~ water collectors should be designed to
Lnciude gTease traps and sand filters. Homeown~'s Association rules will be established to
notify property owne~ abou~ the risk o~ wab~r poUutton and to discourage or disallow use ot
chemicals or landscape areas. The City a~d/or a common property ownership b~a~ can control
a~d manage the open space ~sources will manage ]arger open space areas.
The ma~ter developer ~ prepare a ~t of ~g~t ~~s ~d s~ to p~tect
l~ds ~d~ slopes- S~ce ~e ~y ~ be aj~t ven~ p~ ~ t~ p~t develo~
m~t, ~d developm~t app~v~ wffi m~de pubnc acc~ v~ ~, ~ p~ ~ ~t ~ City
would o~ and m~in~in ~ ~at~ open ~e ~ It ~ ~so poss~le ~t ~ a~~t
dist~c~ could ~ foxed by ~ CI~ ~d ~e Project ~elopm~t Te~m to ~t ~ ~e ~d-
ing of a vege~tl~ ~d wate~ay m~~t pl~ for me ~en spa~ ~ds.
F~ ~ BAaGRO~D
E~ty ~ be p~vided ~ ~e ~t D~el~m~t ~ ~ ~ ~o~ of a do~ pa~et
on ~e pu~ pr~e ~r ~ ~ ~d bel~, ~d ~ work m ~d or s~t eq~ ~d
~om ~ CI~ ~ ~ ~ of ~e ~ of ~e ~ ~t
debt ~om ~ ~oJect Develo~ent Te~ ~d ~ ~e~ ~mnt ~p~ve~ ~om ~e
Ci~;
~e ~der Group, ~c. ~ a co~oraU~: ~ D ~er ~ll
F~] s~t~en~ ~d eviden~ of ~ce ~d ~ffi~ to b~d ~ ~ p~dea e ~e
developer ~l~on p~e~ prxee~ ~e ~ G~p, Mc.
pUon.
C~ Referees;
~ G~I~, No~est ~ (612)
Mdy G~U, ~embe State ~nk (~1) ~2-9~
She~ P~s, Na~ City B~ (612) N161
~e~ Obon, ~IC (612)
~ ~ ~ ca~ to ~e values and p~pl~ of ~e ~~ pmj~. Ho~v~, a is a
bold depa ~m ~ona d~elo~e~ no~, ~d we be~e it ~ a~mp~te to ask ~at
· e cit~ ~p~~ ~e lo~ c=~, p~pa~ ~ ~ ~nt ~ ~k ~us, we
p~po~ ~e ~o~g a~t: ~e ~d pae p~ ~ ~ $1.3 ~on or ~r~nt
app~d v~ue. ~e ~t D~ei~t Te~ w~ pr~ide a
$1~ on ~e ~d, ~d w~ ~k ~ Ci~ ~ subo~ ~e
~d ~ paid do~ as ~e proleer ~lls out~ as a pe~nmge of ea~ cloud ~cti~* ~e Te~
w~ si~ developm~t 1o~ ~d wffi ~ ~e ~t p~y p~d ~ ea~ ph~ oE ~ develo~ent
pmFess~.
In addition, as dished above we w~ ~e~ ~t ~ Ci~ ~d p~Uc ~= ~pmvemen~
- sidewaY, s~t ~es, p~, a pbo, e~. We w~ ~o ~est ~t ~ Ct~ consid~ [ocae-
~g ~me Ci~ ~ wt~ ~e co=~.
F~c~ Ass~ONs
A deified budget ~U not ~ prodded at ~s ~e. ~ P~ject Development Te~ ~s~es
appro~tHy $~,~ m p~development cos~, l~d~g desiF, e~~g, leVI, mar~t-
~g, pro~ct mageent ~d ~g ~es. Of ~ cos~, ~e ~t $1~,~ '~ come ~om
the Project 1Z~velopment Team as down payment for the land, and the renmining $150,000 will
come from the City a~jns~ the price of the land. The Project Development Team will advanc~
lo~s to qualified buffden and accept a percentage of the sale or net profit, essentially making
them part of U~ extencteci development team and increasing the local focus of the develop-
ment. The Team has extensive contacts with leading r~gional apartment developers and wilt
bring them to the project.
On behalf of the entire I;eam, consisting of The Lander Group, Lnc, Sienna MC, Lnterr~tional
Manning Associates and Town Planning Collaboralive, rd like to thank for consideration of
our proposal. We look forward to working with you, and to r~alizing the unique vision that
the Peninsula Development represents,
Sincerely,
Michael Lander, President
The L-ander Group, Inc.
IOwA CITY PENINSULA DEVELOPMENT
PROPOSAL OUTLINE
The Lander Group, Inc. and Sienna MC
December 15, 1999
DEVELOPMENT TEAM
The team assembled to turn the Peninsula project into reality is one with deep experi-
ence in new traditional development. It is a team that is specializes in and is dedicated
to the prinicples of community building, within a framework of successful market-sen-
sitive development
The Lander Group, Inc. and Sienna MC
The Lander Group is the lead developer and will provide development and project
management services, as well as expertise in design and planning of traditional neigh-
borhoods. Sienna MC will provide its extensive land development experience, creden-
tials, andexpertise, as well as the required equity financing.
Town Planning Cottaborative
TPC, as the leading traditional planning firm in the upper Midwest, will build on the
master plan created for the Peninsula neighborhood, and will serve as Town Architect.
Among the important tasks TPC will perform is to coordinate with local builders to
assure high quality execution of designs.
Scott Hochstrasser
Scott will serve as the local project manager, working with and representing the joint
venture as our contact in Iowa City. Scott will assist with project approvals, coordina-
tion with local design professionals, and outreach to local realtors, builders, develop-
ers, and property owners.
DEVELOPMENT APPROACH
The Lander Group/Sienna team has very strong land development experience. Just as
important, the team has experience in innovative building, town planning, design, and
marketing, with a focus on traditional communities.
Dover/Kohl and Zimmerman/Volk, firms well known and respected by the Lander
Group/Sienna team, have produced a plan with a strong community focus. This team
has the commitment and ability to maintain that focus, while delivering a successful
project that adheres to sound development practices.
The Lander Group/Sienna team will work closely and cooperatively with the City to
achieve its goals, and with the local builder "installer" and realtor community to get
broader buy-in for the project.
The team has extensive contacts among regional apartment developers and investors,
and will bring them to the project.
PUBLIC PARTICIPATION
This team is committed to the values and principles of the Peninsula project. However,
this is a bold departure from regional development norms, and we believe it is appro-
priate to ask that the city, representing the local community, participate in the inherent
financial risk. The team will provide a cash down payment on the land, and will ask
the City to subordinate the land to development financing and be paid down as the
project sells out, as a percentage of each dosed transaction.
We will request that the City fund public realm improvements - sidewalks, street trees,
parks, a gazebo, etc. We will also request that the City consider locating some City
function within the community.
LANDER
GROUP
COMPANY PROFILE The Lander Group, Inc. was incorporated in 1984 by Michael Lander
to create residential and commercial projects with distinctive high
quality design, unique interiors, and careful attention to the character
of the community. In addition to a record of selling and leasing far
above the level of comparable properties, the company has received
awards and recognition from groups ranging from local agencies to
national magazines.
A majority of the company's business is the development and con-
struction of its own projects, but it also takes the role of consulting
developer and construction monitor.
The Lander Group, Inc. has built successful residential, commercial
and mixed-use projects in California, North Dakota, and Minnesota.
Its projects in the last few years have included the historical reuse of a
commercial and a mixed-use building, in addition to the development
of 31 luxury homes in seven separate projects that included new con-
struction, historic renovation, and adaptive reuse. The Lander Group,
Inc. is a licensed general contractor.
CURRENT PROJECTS , Cooper Square: 278 condominium and.apartment units and 13,000
square feet of retail space in four new buildings in downtown Saint
Paul's northeast quadrant. Developed in cooperation with Sherman
Associates.
· 734 Summit: Design and construction of four luxury condominiums in
a new mansion building on Saint Paul's renowned Summit Avenue.
· Grotto Townhomes: Design and construction of three new townhomes
in Saint Paul's lively 'Grand Avenue neighborhood, just off Summit.
· 44th Street Townhomes: Design and construction of three new town-
homes and a carriage house in the heart of Minneapolis' Linden Hills.
RrCC~NInON · Committee on Urban Environment (CUE) Design Achievement Award,
1991 and 1994
* Minneapolis Heritage Preservation Commission and Minneapolis
Chapter, American Institute of Architects, Heritage Preservation Award,
1991 and 1994
· Professional Builder Magazine, Grand Award for Adaptive Reuse, 1991
· Cover articles in Builder and Architecture Minnesota magazines
3346 Hennepin Avenue South, Suite 100, Minncapolis, Minnesota 55408 · Tel: 612 825 4954 · FAX 612 825 8146
LANDER
GROUP
LIST OF RECENTLY COMPLETED PROJECTS
IRVINE TOWNHOMES Six new condominium units in three duplex townhomes
1999 Total sales price: $1.5 million
ANDRI~WS Two condominium units in renovated 1869 m~msion
CONDOMINIUM$ Total sales price: $625,000
1999
EIGHT BALL BUILDING 10,000 square feet of retail and studio space in a restored 1905 firehouse
1998 Development cost: $950,000
280 SUMMIT Six condominium units in a new mansion building
1997 Total sales price: $2.5 million
HOMrSTYLES 32,000 square foot adaptive reuse of warehouse into loft-style offices
BUILDING Development cost: $1.5 million
1996
HENNEPIN COURT Six condominium units in three new buildings
1995 Total sales price: $1.5 million
· Featured in cover articles in Builder and Architecture Minnesota
34TH &HENNEPIN 5,000 square feet of retail space and three apartments in three restored
1994 1912 storefront buildings
$400,000 project
· IArmner of Minneapolis Heritage Preservation Commission award and
Minneapolis Committee on Urban Environment award
Two PLUS TWO Four condominium units in a renovated fourplex and carriage house
1993 Total sales price: $940,000
2220 IRVING Two condominium units in a renovated fourplex building
1993 Total sales price: $710,000
STAtiON 23 Five condominium traits in a restored 1906 firehouse
1991 Total sales price: $650,000
· Winner of the Professional Builder magazine Grand Award for Adaptive
Reuse
· Winner of Minneapolis Heritage Preservation Commission award and
Minneapolis Committee on Urban Environment Award
3346 Hennepin Avenue South, Suite ZOO, Minneapolis, Minnesota 55408 · Tel: 612 825 4954 · FAX 612 825 8146
LANDER
GROUP
MICHAEL LANDER
Michael Lander, 47, is a native of Grand Forks, North Dakota. Mr. Lander has gained
over 20 years experience in the real estate development business since studying liberal
arts at Arizona State University and the University of the Pacific in .Stockton,
California.
He is president of The Lander Group, Inc., a real estate development and construction
firm specializing in small urban infill projects, and a partner and co-fotmder of Town
Planning Collaborative, a multi-disciplinary planning firm that practices new urban-
ism. He has been active in the planning, design, and development of commercial, resi-
dential, and mixed use real estate projects in California, North Dakota and Minnesota.
His experience includes land acquisition, market research, land planning and architec-
tural design, structuring and securing public and private financing, marketing (leasing
and sales,) partnership formation, property management, and overall development
conception and coordination.
Since moving to Minneapolis in 1990, The Lander Group, Inc. has completed and sold
31 homes in seven residential infill projects, and completed substantial renovations of a
historic mixed use building at 34th and Hennepin in Minneapolis, an 1895 warehouse
industrial building in Saint Paul's Lowertown district, and an abandoned 1905 fire-
house in southeast Minneapolis. These projects have received a Grand Award from
Professional Builder magazine, Minneapolis I-WC awards, local CUE awards,
Minnesota AIA recognition, and publication in the national and local press. Town
Planning Collaborative has created the award-winning plan for Saint Louis Park's new
town center and held an acclaimed design charrette for Minneapolis' Uptown district,
among other work.
Mr. Lander is a member of the Urban Land Institute, the Congress for the New
Urbanism, the Minnesota Multi-Housing Association, and the Minnesota Chapter of
the A/A, and serves on the public policy committee of the Builders' Association of the
Twin Cities. He is a licensed real estate broker and general contractor in Minnesota,
and holds the CCIM designation from the National Association of Realtors. He is past
president of the Minnesota/South Dakota CCIM chapter.
Mr. Lander is married to Della Boutrous, an attorney, and lives in the East Calhoun
neighborhood of South Minneapolis. He is a father to two daughters, and enjoys read-
ing, biking, traveling, music and time with family and friends.
3346 Hennepin Avenue South, Suite 100, Minneapolis, Minnesota 55408 , Tel: 612 825 4954 · FAX 612 825 8146
LANDER
GROUP
REFERENCES FOR IVIICI-IAEL LANDER
ToM HARMON~NG City of Saint Louis Park
5005 Minnetonka Blvd.
St. Louis Park, MN 55416 (612) 924-2575
TODD ZnMMERMAN Zimmerman/Volk Associates, Inc.
17 East Main St.
Clinton, NJ 08809 (908) 7354751
BOB HOFFMAN Larkin Hoffman Daly & Lindgren
7900 Xerxes Avenue South
Bloomington, MN 55431 (612) 835-3800
ROBERT NAEaELE III 3533 Hennepin Avenue
Minneapolis, MN 55408 (612) 342-2337
I~E BECCA YANISCH Ryan Companies
900 2nd Ave South
MLnneapolis, MN 55401 (612) 349-0731
TOM NELSON Eberhardt Properties
2888 Joppa
Minneapolis, MN 55416 (612) 924-2575
MARTHA DAYTON 2112 Kenwood Parkway
Minneapolis, MN 55405 (612) 377-5536
DEAN DOVOLIS Dovolis, Johnson & Ruggieri
201 SE Main St.
Minneapolis, MN 55414 (612) 362-0431
JEFF HEE~AAI~D HomeStyles Publishing
213 East 4th St.
Saint Patti, MN 55101 (651) 602-5000
3346 Hennepin Avenue South, Suite 100, Minneapolis, Minnesota 55408 · Tel: 612 825 4954 · FAX 612 825 8146
CORPORATION
SIENNA MANAGEMENT CORPOI~ATION 211DeMers Avenue . East Grand Forks, MN 56721. 218-773-1071. FAX'. 218-773-0612
Larry J. Thompson
Vice President/Assistant Treasurer
/
Sicaria MC
Project Director '
Career Obj~: Community Development Management
Educ~on: MA in Public .Administration, Mankato State University, 1984 (3.94/4.00 G.P.A.)
B.S. in Political Science with an c-mphasis m Public Administration, Mankato
State University, 1977 (3.75/4.00 G~P.A.) Magna Cure Laude
Continuing: Graduate of Bahdin Leadership Program, 1991, and University of
-Minnesota Extension Service Leadership Program, 1993.
/
Experience: Project Director - Siena Corporation (November 1997 to present)
Responsible for managing development projects.
City Administrator - River Fill-% WI ( 1995 to 1997) - Chief executive officer
for a full service community adjacent to the twin cities metropolitan area
(Estimated population - 13,000)
City Administrator - Farmington, MN (1983 to 1995) - Chief executive
officer ofa'rapidly growing full service metropolitan community (E.syimated
population - 8,500)
Clerk/Treasurer -' Belle Plaine, lVIN ( 1980 to 1983) - Chief Administrator,
Personnel Director, and Financial Officer of a metropolitan community
(Estimated Population - 3,000)
Other Exp. Part Time Instructor - Political Science - Mankato, MN (1979 to 1980)
Part Time Instructor - Political Science - University of Wisconsin, River Falls
(1997)
Director - River Falls EDC
Board of Directors- River Falls Chamber of Commerce
Board of Directors - Farminion Chamber of Commerce
Vice President - Bille Plaine Chamber of Commerce
PLanners · Developels · Contractors
Town Planning
Collaborative
SELECTED PROJECTS
WEST LAKE STREET / URBAN VILLAGE CHARRETTE, MINNEAPOLIS, h4N
CLIENT:. CITY OF MINNEAPOLIS, MINNEAPOLIS COMMUNITY DEVELOPMENT AGENCY, METRO TRANSIT
TPC led a design charrette for the Uptown area of Minneapolis that examined how this successful
area could be strengthened and extended. The result of a collaboration between the City, County,
Development Agency, and Metro Transit, the charrette brought together a group of design and
development professionals to examine a transit station, parking pressures, and successful urban
redevelopmeat.
TOWN CENTER PLAN, ST. Lo~s PARK, MN
CLIENT:. CITY OF ST. LOUIS PARK
St. Louis Park retained TPC to lead its design process for establishing a new town center. TPC held
a charrette that won a City Achievement Award for public participation from the League of
Minnesota Cities. The resulting plan for a mixed-use center linking several public spaces also was
one of the four original recipients of Minnesota's Liveable Communities Act grants. The Town
Center plan has strong public support, and development plans are proceeding.
COMPREHENSIVE PLAN, PINE CITY, MN
CLIENT:. CITY OF PINE CITY
Town Planning Collaborative helped create Minnesota's first community charrette-based compre-
hensive plan in this small waterfront community between the Twin Cites and Duluth. The plan
focuses on regional issues, neighborhood planning and redevelopmeat alternatives for the down-
town riverfront district.
GREENWAY CROSSING NEIGHBORHOOD PLAN, EAST GRAND FORKS, MN
CLIENT:. SIENNA MC
Sienna, the developer chosen to take control of rebuilding East Grand Forks after the catastrophic
1997 Red River floods, retained TPC to plan a new neighborhood that would honor those
destroyed. The new development will bring cohesion to a town that has lost much of its historic
center.
COOPER SQUARE NEIGHBORHOOD PLAN, SAINT PAUL, MN
CLIENT:. GEORGE SHERMAN ASSOCIATES
This plan for the development of the northeast corner of Saint Paul's downtown calls for a vibrant,
mixed-use pedestrian neighborhood, while adhering to the city's goal of not losing parking
spaces. Following Saint Paul's traditional downtown pattern of neighborhood parks, the plan will
create a new magnet for downtown living in the Twin Cities.
3346 Hennepin Avenue South · Minneapolis · MN ° 55408 ° 612 - 823 - 7150 · fax 612 - 825 - 8146
Town Planning
Collaborative
CLIENTS
Centex Homes
City of Apple Valley, MN
City of Blaine, MN
City of FiRy Lakes, MN
City of Madison, WI
City of Maple Grove, MN
City of Mendora, MN
City of Minneapolis, MN
City of O~ando, FL
City of Pine City, MN
City of Saint Louis Park, MN
City of Saint Paul, MN
City of Saint Paul Park, MN
City of Tupelo, MS
City of West Saint Paul, MN
Community by Design (Middleton, WI)
Dane County, WI
Fox Engineering (Ames, IA)
Gandy Development (Huntersville, NC)
Greater Minnesota Housing Fund (Saint Paul, MN)
Heirman Retail Properties (Chicago, IL)
Heritage Partners (Chico, CA)
Land Stewardship Proiect (Saint Paul MN)
Lander Group (Minneapolis, MN)
Me~ro Transit (Minneapolis, MN)
Metropolitan Council (Saint Paul, MN)
Minneapolis Community Development Corporation
Orr, Schelen Mayeron & Associates (Minneapolis, MN)
Ryan Companies (Minneapolis, MN)
Sherman Associates (Minneapolis, MN)
Sibley Township, MN
Sienna Development Corp. / Sieuna MC (Minneapolis/East Grand Forks, MN)
Spencer Maxwell Bullock (Pensacola, FL)
Treasure Coast Regional Planning Council (Palm City, FL)
Phil Waggoner (Beaufort, SC)
West Calhoun Neighborhood Council (Minneapolis, MN)
Village of McFafiand, WI
3346 Hennepin Avenue South · Minneapolis · MN ° 55408 · 612 - 823 - 7150 ° fax 612 - 825 - 8146
~5.."~i~ ~-.'?:
Town Planning
Collaborative
PROJECTS
NEIGHBORHOODS
Caldwell Station Neighborhood Plan · Huntersville, NC
Community Plan Charrette · Sibley Township, MN
Development workshops · Apple Valley, Blaine, Maple Grove, Pine City, Saint Louis Park, MN
Durham Green Neighborhood Plan · Chico, CA
Village Center Charrette · Fifty Lakes, MN
Greenway Crossing Neighborhood Plan ° East Grand Forks, MN
Humboldt Greenway Development Plan ° Minneapolis, MN
Livable Communities in Greater Minnesota Public Education Materials
Cooper Square Neighborhood Plan · Saint Paul, MN
Pine City Comprehensive Plan ° Pine City, MN
Raymond Highpoint Neighborhood Workshop ° Madison, WI
Stone Village Neighborhood Plan ° Bumsville, MN
West Calhoun Neighborhood Revitalization Program Action Plan ° Minneapolis, MN
DISTRICTS AND CORRIDORS
Barrington town center retail development * Barrington, IL
BUILD Program Community Plans ° Dane County, WI
Downtown Redevelopment Plan ° Mendota, MN
Hiawatha LRT Corridor Public Workshops ° Minneapolis, MN
1-35W/Lake Street Access Study ° Minneapolis, MN
Lincolnshire town center retail development ° Lincolnshire, IL
Land Planning Toolbox for Local Government ° Twin Cities Metro Area, MN
Lyndale Gateway Charrette ° Minneapolis, MN
Metropolitan Council Growth Options Study ° Saint Paul, MN
South Robert Street Redevelopment Plan · West Saint Paul, MN
Town Center Charrette ° Saint Louis Park, MN
West Lake Street Urban Village Charrette ° Minneapolis, MN
DESIGN
Block E Master Plan ° Minneapolis, MN
Design and Development Standards · Saint Paul Park, MN
House type development · Stillwater, MN
Newpoint Comers commercial building ° Beaufort, SC
Orlando Pattern Book ° Orlando, FL
Renaissance Place ° Highland Park, IL
TND Series (Traditional Neighborhood Development), Volumes I o III
Urban and Architectural Codes for Greenway Crossing ° East Grand Forks, MN
3346 Hennepin Avenue South · Minneapolis · MN ° 55408 · 612 - 823 - 7150 ° fax 612 - 825 - 8146
~}~i ~..:..-~'.:~
Town Planning
Collaborative
REFERENCES
Ms. Gail Doffman, Commissioner
Hennepin County
A2400 Government Center
Minneapolis, MN 55487-0240
612-348-7883
Project: Saint Louis Park Town Center Charrette
Ms. Lisa McDonald
Council Member, City of Minneapolis
350 South 5th Street, Room 307
Minneapolis, MN 55415-1383
(6]2) 673-2210
Proiect: West Lake Street/Urban Village Charrette
Mr. Robert Voss
City Administrator, Pine City
300 5th St, Suite 1
Pine City, MN 55063
(320) 629-2575
Proiect: Pine City Comprehensive Plan
Mr. Steve Steinhell
Community Development Coordinator
Dane County Department of Planning and Development
Room 421, City County Building
210 Martin Luther King, Jr. Blvd.
Madison, WI 53709
608~266-4270
Proiect: BUILD Program (Village of McFarland, City of Madison)
Mr. Brian P. O'Connell, AICP
Director, Department of Planning and Housing
515 Clark Avenue
P.O. Box 811
Ames, IA 50010
515-239-5400
Project: Development Plan Review Grand Harbour
3346 Hennepin Avenue South · Minneapolis · MN · 55408 ° 612 - 823 - 7150 · fax 612 - 825 - 8146
Michael Lamb Representative Projects
Managing Principal
NEIGHBORHOODS
· Humboldt Greenway Housing Plan, Minneapolis MN
Master of Architecture in · Raymond/Highpoint TND, Madison, WI
Urban Design · Williamson Street Charrette, Madison, WI
University of Colorado · Grand Harbor TND, Ames, IA
B.A. Urban Studies · Comprehensive Plan, Pine City, MN
University of Alabama/ · Community Plan Charrette, Sibley Township, MN
Birmingham · Growth Management Strategy, Sartell, MN
· US Navy Neighborhood Comprehensive Plans, Oahu, HI
· Thomas Historic Preservation Plan, Birmingham, AL
DISTRICTS AND CORRIDORS
· New Town Center, Blaine, MN
Mike Lamb is an urban · Andover Station Town Center, Andover, MN
designer and community · NE Quadrant Redevelopment, Saint Paul, MN
planner trained in architecture, · BUILD Program, Dane County, WI
landscape architecture, urban · West Lake Street Urban Village Charrette, Minneapolis, MN
design, and planning. Mr. · Town Center Design Charrette, St. Louis Park, MN
Lamb's project experience has · Mixed Use Development Plan, Chanhassan, MN
focused on traditional and new · Downtown Redevelopment Plan, Hugo, MN
urbanism principles, and is · Bald Eagle Industrial Park Plan, Hugo, MN
characterized by participatory, · Robert Street Redevelopment Plan, West St. Paul, MN
community-based methods. · Downtown Revitalization Plan, Auburn, AL
· Airport Sector Comprehensive Plan, Birmingham, AL
· University of Alabama/Birmingham Urban Design Study
· State Capitol Comprehensive Plan, Oklahoma City, OK
· US Hwy 29 Corridor Study, Auburn, AL
· Red Diamond Development Plan, Jefferson County, AL
DESIGN
· Urban Village Master Plan, Minneapolis, MN
· West River Parkway, Minneapolis, MN
· Wolfe Park Design Charrette, St. Louis Park, MN
· Defense Language Inst. Design Guidelines, Monterey, CA
Professional Experience
1997 - present Managing Principal
Town Planning Collaborative
1996 - 98 Senior Planner
Loucks & Associates, Inc., Maple Grove, MN
1994 - 96 Michael Lamb Urban Design & Planning,
Birmingham, AL 1989 - 94 Associate
KPS Group, Inc., Birmingham, AL
1986 - 89 Project Manager
Nakata Planning Group, Inc., Colorado Springs, CO
1985 - 86 Associate Planner
Florida Land Design & Engineering, Tampa, FL
Professional Aftilia tions · Congress for the New Urbanism
· Minnesota Design Team
II~,::::tSv~ Town Planning Col aborative
~ ~ Architecture Urban Design Planning
Richard J. McLaughlin Representative Projects
Design Principal
NEIGHBORHOODS
Master of Architecture · Raymond Highpoint TND, Madison, WI
Arizona State University · Williamson Street Charrette, Madison, WI
· Community Plan Charrette, Sibley Township, MN
B.A. Architecture · Village Center Plan, Fifty Lakes, MN
University of Minnesota · Greenway Crossing Neighborhood Plan, E Grand Forks, MN
· Abacoa Town Plan, Jupiter, FL
B.A. History * Belmont Town Plan, Louden County, VA
University of Wisconsin · Avalon Park Development Plan, Orange County, FL
· Comprehensive Plan, Pine City, MN
DISTRICTS AND CORRIDORS
Rich McLaugltlin has led
· East Washington Avenue Charrette, Madison, WI
charrettes and community · Village Center Charrette, McFarland, WI
design workshops around the
· Hiawatha LRT Corridor Citizen Workshops, Minneapolis, MN
country, His comprehensive · Downtown Redevelopmerit Plan, Mendora, MN
understanding of traditional
· West Lake Street Urban Village Charrette, Minneapolis, MN
planning principles is · Town Center Plan, Lincolnshire, IL
complemented by experience · South Robert Street Redevelopment Plan, West St. Paul, MN
implementing them in a variety · Town Center Plan, St. Louis Park, MN
of practical community · Downtown Infill Plan, Barrington, IL
situations. · Downtown Redevelopment Plan, Stuart, FL
· Land Planning Toolbox for Local Govemments, Twin Cities
· Seawind Development Plan, Martin County, FL
· Fox Property Strategic Development Plan, Palm Beach Co., FL
DESIGN
· Design and Development Standards, Saint Paul Park, MN
· Block E Master Plan, Minneapolis MN
· Urban and Architectural Standards, East Grand Forks, MN
· Design Editor, TND Series plan books
· Rossbach Residence, Washington County, MN
· Downtown Redevelopment Plan, West Palm Beach, FL
Professional Experience
1995 - present Principal Planner/Designer
Town Planning Collaborative
1994 - 95 Senior Planner/Designer
Northwest Associated Consultants, Inc.
1991 - 94 Regional Planner
Treasure Coast Regional Planning Council, Palm
City, FL
1990 - 91 Project Architect/Planner
Ciaccio Design Group, Omaha, NE
1988 - 89 Urban Designer
Andres Duany & Elizabeth Plater-Zyberk
Architects and Town Planners, Miami, FL
Professional Affiliations · Congress for the New Urbanism
· Minnesota Design Team
m~:::il Town Planning Collaborative
~ ~ Architecture Urban Design Planning
Scott L. Hochstrasser
International P!anninl~ Associates
STATEMENT OF QUALIFICATIONS
SCOTT L. HOCHSTRASSER
Scott L. Hochstrasser specializes in securing real estate development entitlements, land planning
policy and zoning regulation analysis, zoning entitlement & permit processing, environmental
clearance, site constraints analysis and natural resource management, urban planning and related
land planning activities.
PROFESSIONAL SKILLS
- conduct complex land use planning and environmental studies;
- coordinate public/private partnerships for land development;
- write, evaluate and analyze environmental impact reports (EIR);
- make public presentations on complex planning projects;
- present current principles, practices & trends in urban, regional & environmental
planning;
- computer applications, statistical methods, data collection, tabulation & analysis
- analyze physical, social, economic & environmental factors considered in urban,
regional & environmental planning;
EDUCATION AND PROFESSIONAL ASSOCIATION
- Masters Degree, Environmental Policy Planning, San Francisco State University, SF
California
- Bachelors Degree, Geography and Economics, Simon Fraser University, British
Columbia, Canada.
- Associate Degree, Business Administration, Shasta College, Redding California
- Graduate U.S. Army, Transportation School, Fort Eustes Virginia
- Member; American Planning Association, Canadian Association of Geography, Member
Congress for New Urbanism.
EXPERIENCE
11 years, manager of local government planning/zoning departments in California.
(3) years Planning Director City of Piedmont, (8) years Assistant Planning Director
Maxin County, California - 1979 to 1990
2 years, consultant to European Community, Environmental Directorate General
Assignments in the Netherlands and Poland - 1990 to 1992
Owner, International Planning Associates - 1990 to Present
9 years private practice, real estate development project manager, !and planning
policy and zoning regulation preparation and analysis, planning and zoning
entitlement and permit processing, environmental clearance, site constraints analysis
and related land planning activities, expert testimony
~/~ year part-time Instructor - University of Iowa, Graduate School Urban and
Regional Planning Department, 1999/2000
PUBLICATIONS
Easton Point Community Development Guidelines, Environmental Assessment,
Draft CCR's and Design Standards, Approval Pending - 34 unit five star Single
Family Subdivision, Tiburon California, 1999/2000 (110 acres - 60 million dollar
project - Martha Company and Taylor Woodrow)
- San r}omenico School Master Plan and F, nvironmental Assessment, San Anselmo, CA
Approval 1998: $20 million Master Plan, 5 12 acre private school campus.
- Tiburon Pre-7~nirlg Summary Findirtgs - Financial Feasibility Tiburon,CA USA - 1997
- Housing Affordability Policy and Pro. grams, Shasta County, CA USA - 1994
- F. nvironmental Policy and Programs, Polish Ministry of Environment - 1992
- Private Real Estate r~evelopment Guidelines Warsaw, Poland - 1991
- Kent~eld/Greenbrae Community Plan Marin County, 1987
2
Michael Lander ~ ~ mRtt
Town Planning Collaborative L~
3344 Hennepin Ave. South Ste 200
Minneapolis, MN 55408 ~ C~{~ 0~~
Dear Mr. Lander: C
Thank you for submitting a proposal for the master development team for
the Peninsula. In addition to your team we received proposals from Terry L.
Stamper and Associates from Birmingham, Michigan and McCabe, LLC from
Boulder.
We would like to schedule a public presentation of your proposal on
Wednesday evening March 1 and a private interview with the selection
committee on Thursday March 2. The presentation will be your opportunity
to make an oral and visual presentation pf your proposal to the community
and the selection committee. Each presentation will be limited to 45-
minutes. The public will be encouraged to submit written questions for
consideration by the selection committee at the private interviews the
following day. We anticipate that the selection committee will make a
recommendation to the City Council by mid March. To assure that all parties
have the benefit of equal access to information, questions and comments
regarding the process should be directed through Karin Franklin or myself.
Individual selection committee members and City Council members should
not be lobbied.
We are providing each team with a list of items pertaining to their proposal
that we feel need clarification or further refinement. We encourage you to
take the time between now and the end of February to address these items
which are enclosed. To assure that the selection committee has adequate
review time; revised proposals should be submitted to the City by Monday,
February 21.
We look forward to receiving your revised proposal for the Peninsula
Neighborhood. If you have questions please send e-mail to
robert_miklo@iowa-city.org or call me at 319 356 5240.
Sincerely,
Robert Miklo
Senior Planner
410 EAST WASHINGTON STREET · IOWA CITY, IOWA ~2240-1826 · 319) 356-5000 · FAX (319) 356-5009
The Lander Group
We wouM like additional clarification or further information regarding aspects of your proposal
Please respond to the following comments. We are open to reviewing any newly submitted material
before the resubmital deadline of February 21. If there any questions, please do not hesitate to
contact us for clarification.
1. Explain the team organiTation and the decision structure. HoCv will the team interact throughout the various phases of
the project? What is the level of control and day-to-day decision-making that will be exercised over this project?
2. We would like to see more examples of built developments and the Building Types. The projects
are not identified in the photos. Specifically provide images of the "Grotto Townhomes", "44th
street Townhomes" and the "Irvine Townhomes". Provide images of developments by Town
Planning Collaborative.
3. An Idealized Build-out Plan with Building Type~ was not provided. The RFP requires a to-scale
plan to demonstrate the team's urban design skills. As noted on pages 10 and 11 of the RFP this
graphic could cover an area as small as 2 or 3 blgcks. This graphic should show how a diversity of
housing will be provided in a typical block as discussed on Page 13 of the Dover Kohl plan.
Please review the specifics described in the RFP'and provide a response.
4. Please explain how architectural elements of the plan will be addressed. Explain the role of the
town architect. ProVide examples of the r~gulating mechanisms that you would propose to ensure
architectural quality. Are you proposing a Code or Pattern Book to regulate? How will you assure
'diversity and quality built results? Submit the appropriate qualifications for any local builders and
architects that would be part of the team.
How would you address the refinement of building types as discussed on page 11 of the RFP? Our
main concem is that the architects on the team demonstrate the ability to design single-family
homes, townhouses and apartments in the context of the Peninsula Plan and Iowa City. This
includes the integrity of individual buildings as well as the way in which the varied building types
relate to one another in a compact neighborhood. This design ability may be demonstrated by
submitting illustrations of specific designs that your architects ,have prepared for this project, or by
the submittal of previous plans by your architects which you believe respond to the context of a
similar traditional neighborhood. These should respond to the design challenges noted on page 22
of the Peninsula Plan and address the challenges which come ~'om the juxtaposition of differefit
building types (single-family, two-family, apartments) in a small neighborhood.
5. Your proposal indicates that the Dover Kohl plan might be refined. Please provide a few examples
of how you might to this.
6. Provide more specifics on proposed phasing and mix of housing types both in terms of number and
location.
7. The Submitted proposal mentions: "The rowhouse apartment building type needs further thinking;
it may be too urban in form and scale. This form of housing may not be appropriate for this
neighborhood center. Moreover, a more modern building form may be able to provide significant
i additional useful housing area and provide greater affordability." Please further explain what you
~ mean bya more modern building form. "'
8. The RFP encourages long-term affordable housing strategies. Please provide an explanation of the
types of controls/prograrns if any that you propose. Provide information as to the types of units and
an 'estimated number of affordable units.
9. The public/civic uses proposed do not seem feasible given the size of Iowa City. Do you believe
these elements are critical to the project's success?
10. You propose that the City fund some of the public realm improvements. Given the low cost of the
land when compared to market rate for development land in Iowa City and the flexibility in
phasing and timing of payment for the land, it is unlikely that the City will agree to subsidize the
infrastructure within the development.
4
Michael Lander.
Town Planning Collaborative
3344 Hennapin Ave. South Ste 200
Minneapolis, MN 55408
Dear Mr. Lander: C
Thank you for submitting a proposal for the master deveropment team for
the Peninsula. In addition to your team we received proposals from Terry L.
Stamper and Associates from Birmingham, Michigan and McCabe, LLC from
Boulder.
We would like to schedule a public presentation of your proposal on
Wednesday evening March 1 and a privaFe interview with the selection
committee on Thursday March 2. The presentation will be your opportunity
to make an oral and visual presentation pf your proposal to the community
and the selection committee. Each presentation will be limited to 45-
minutes. The public will be encouraged to submit written questions for
consideration by the selection committee at the private interviews the
following day. We anticipate that the selection committee will make a
recommendation to the City Council by mid March. To assure that all parties
have the benefit of equal access to information, questions and comments
regarding the process should be directed through Karin Franklin or myself.
Individual selection committee members and City Council members should
not be lobbied.
We are providing each team with a list of items pertaining to their proposal
that we feel need clarification or further refinement. We encourage you to
take the time between now and the end of February to address these items
which are enclosed. To assure that the selection committee has adequate
review time; revised proposals should be submitted to the City by Monday,
February 21.
We look forward to receiving your revised proposal for the Peninsula
Neighborhood. If you have questions please send e-mail to
robert_miklo@iowa-city.org or call me at 319 356 5240.
Sincerely,
Robert Miklo
Senior Planner
410 EAST WASHINGTON STREET * IOWA CITY. IOWA 52240-1826 · 4319) 356-5000 * FAX (319) 356-5009
The Lander Group
We wouM like additional clarification or further information regarding aspects of your proposal
Please respond to the following comments. We are open to reviewing any newly submitted material
before the resubmital deadline of February 21. If there any questions, please do not hesitate to
contact us for clarification.
1. Explain the team organization and the decision slructure. Hol will the team interact throughout the various phases of
the project? What is the level of control and day-to-day decision-making that will be exercised over this project?
2. We would like to see more examples of built developments and the Building Types. The projects
are not identified in the photos. Specifically provide images of the "Grotto Townhomes", "44th
street Townhomes" and the "Irvine Townhomes". Provide images of developments by Town
Planning Collaborative.
3. An Idealized Build-out Plan with Building Types was not provided. The RFP requires a to-scale
plan to demonstrate the team's urban design skills. As noted on pages 10 and 11 of the RFP this
graphic could cover an area as small as 2 or 3 bl~pcks. This graphic should show how a diversity of
housing will be provided in a typical block as discussed on Page 13 of the Dover Kohl plan.
Please review the specifics described in the RFP and provide a response.
4. Please explain how architectural elements of the plan will be addressed. Explain the role of the
town architect. ProVide examples of the r6gulating mechanisms that you would propose to ensure
architectural quality. Are you proposing a Code or Pattern Book to regulate? How will you assure
'diversity and quality built results? Submit the appropriate qualifications for any local builders and
architects that would be part of the team.
How would you address the refinement of building types as discussed on page 11 of the RFP? Our
main concern is that the architects on the team demonstrate the ability to design single-family
homes, townhouses and apartments in the context of the Peninsula Plan and Iowa City. This
includes the integrity of individual buildings as well as the way in which the varied building types
relate to one another in a compact neighborhood. This design ability may be demonstrated by
submitting illustrations of specific designs that your architects ,have prepared for this project, or by
the submittal of previous plans by your architects which you believe respond to the context of a
similar traditional neighborhood. These should respond to the design challenges noted on page 22
of the Peninsula Plan and address the challenges which come from the juxtaposition of different
building types (single-family, two-family, apartments) in a small neighborhood.
5. Your proposal indicates that the Dover Kohl plan might be refined. Please provide a few examples
of how you might to this.
6. Provide more specifics on proposed phasing and mix of housing types .both in terms of number and
location.
7. The Submitted proposal mentions: "The rowhouse apartment building type needs further thinking;
it may be too urban in form and scale. This form of housing may not be appropriate for this
neighborhood center. Moreover, a more modern building form may be able to provide significant
'i additional useful housing area and pwvide greater affordability." Please further_~,XPlain what you
mean by a more modern building form.
8. The RFP encourages long-term. affordable housing strategies. Please pwvide an explanation of the
types of controls/programs if any that you propose. Provide information as to the types of units and
an estimated number of affordable units.
9. The public/civic uses proposed do not seem feasible given the size of Iowa City. Do you believe
these elements are critical to the project's success?
10. You propose that the City fund some of the public realm improvements- Given the low cost of the
land when compared to market rate for development land in Iowa City and the flexibility in
phasing and timing of payment for the land, it is unlikely that the City will agree to subsidize the
infrastructure within the development. -
Peninsula Project, Iowa City
We are pleased to respond to your questions regarding our proposal to develop the
Peninsula neighborhood in Iowa city.
1. Team Organizaton
The Developer is a Joint Venture of The Lander Group, Inc. and Sienna Corporation.
Michael Lander will be the primary contact for the city for the project. Scott
Hochstrasser of International Planning Associates (IPA), based in Coralville, will pro-
vide local contact for the joint venture, and Larry Thompson will be the main project
manager from Sienna. All other team members will serve at the direction of the joint
venture.
Joint Venture
The Lander Group, Inc.
Sienna Corporation
I
I
Engineering Collaborative Realtors
The project team will meet as needed to properly deliver the project. The frequency of
meetings will vary over the course of the project, from weekly to monthly. Scott
Hochstrasser, Michael Lander, and Larry Thompson will be in almost daily contact
through much of the project. All project design decisions, including final approval of
builder plans, will be done through the joint venture.
2. Examples of Built Developments
Enclosed are project sheets with information and images of the following projects:
Cooper Square (The Lander Group) (Groundbreaking scheduled August 1, 2000)
Summit/Grotto Townhomes (The Lander Group)
Hennepin Court (The Lander Group)
280 Summit (The Lander Group)
Station 23 Lofts (The Lander Group)
West Lake Street Urban Village Charrette (Town Planning Collaborative) The Lander
Group, Inc. is one of the developers implementing the Urban Village portion of
the charrette plan; groundbreaking is scheduled for spring 2001.
Park Place (Sienna Corporation)
Greenway Crossings Neighborhood Plan (Sienna Corporation and Town Planning
Collaborative)
St. Louis Park Town Center (Town Planning Collaborative) (In development)
Traditional Neighborhood Design planbooks, Volumes I-III (Town Planning Collaborative)
3. Idealized Build-out Plan with Building Types
Enclosed is the preliminary Phase I plan, showing location, number and types of units,
conceived by the development team.
4. Role of the Town Architect
We will insure building quality and diversity in a number of ways. The City can and
should rely on the track record of the Developer in delivering quality projects. The
Lander Group has won numerious design awards and is recognized as a design leader
in communities in which it builds. Sienna Corporation has a track record of high quali-
ty execution in its projects. Both firms are recognized as marker leaders and developers
of innovative projects in their markets.
The Developer will be deeply involved in the design and delivery of housing for the
Peninsula. We envision working with the various designers and architects in a positive,
collaborative manner. We will not expect builders to build floor plans and styles not
proven in the marketplace. At the same time, we will demand plans that respect and
support the Peninsula's strong public realm. We are builders and understand builders,
and believe we can achieve the right balance of conventional and innovative designs
for local builders and the local market.
Our goal in house plan design will be relatively simple boxes, inexpensive to build,
with authentic and gracious details to soften the elevations. Town Planning
Collaborative will serve as the town architect. As editors of the Traditional
Neighborhood Design Series of planbooks, TPC has expertise in house plan design for
traditional neighborhoods, and in the most effective use of plan books. A probable
arrangement will be to provide simple design standards and visual examples of the
types, style, details (porches, railings, softits, roof pitch) and quality of the work prod-
uct expected. The various design/build teams will submit proposed designs to TPC for
review and approval. It will be our goal to help the design/build teams reinterpret
builder plans in an envelope that fits the overall design goals of the neighborhood.
TPC will mark up the drawings, provide alternative concepts, and assist in a proactive
way to improve the designs and ensure overall design quality. The Developer will pro-
vide the resources necessary - in time and materials - to make the rework of builder
plans possible. All building designs will require approval of the Town Architect prior
to construction, and the Town Architect will make site inspections to insure that the
approved design is installed.
A variety of resources will be made available to the design/build teams, including but
not limited to TPC's Traditional Neighborhood Design I, II, and III planbooks. A visual
reference chart, similiar to those produced by Carson Looney of Looney Ricks Kiss
Architects, will be used to simply communicate design goals and standards. Seminars
on building successful traditional neighborhood developments will be offered to local
builders who are interested in participating in the project.
5. Refinements in the Dover-Kohl Plan
Refinements in the site plan will reflect project economics, phasing, and final housing
mix. Our expectation is that the plan will evolve as the project progresses. However,
our phase one drawing illustrates several modifications of the Dover~Kohl plan:
a. A small triangular green closer to the project entry to provide an armature for early
delivery of various housing types.
b. Moving in the loop road to reduce infrastructure costs and create more conventional
front loaded, private rear yard single family homes in this prime portion of the site.
Two public trail accesses on the west side of the loop road are preserved.
c. Modifying block sizes to create market-driven lot sizes and a mix of housing types.
d. Deepening lots on the periphery of the development to increase lot size, protecting
the increased areas with easements restricting development.
In general, for the first phase of the project in particular we propose conservative lot
sizes similar in size (although not in orientation) to those currently being offered in
Iowa City. This decision is based on extensive market research, most notably the
American Lives series of surveys on New Urbanism, which consistently shows strong
market support for village centers, community gathering places, narrow streets, less
automobile orientation, and traditional housing styles - and consistent rejection of
higher density residential areas. These market surveys are not perfect, and we believe
that if properly delivered, higher residential densities than those currently being
offered in Iowa City can be successfully marketed. However, for the fir. st phase we
believe comparable square footages with conventional projects will be important in
establishing the project.
['rlE I, ANDIER GROUP
" i'HE ,LANDI~ GROUP
[HE LANDER GROUP
[HE LANDEd' (~i~OUP
i'idE LANDE~ GROUP
NEIGHBORHOOD
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abnzz xx'i~i~ is~ll,'~ ~d' susfain- [~n' tnc',,~ of ]milc~n~ nei~l~-
mizes i'u~ ,,e~a~Eve e,,viron- In ~mall ways. ~ew Urbm~-
mcmal hnlmc[. Su~tainabh' ism ~n~ h~ made its way
BLOCKS
desi~ hasn't wmished fi:om to die Twin Cities. where a
elesiguers' lexicon: iCs just suhurhm~-develop~nenr men-
taken new sJmpe and forjn. t~' penn~Kes. N~meapo~'s
Today the media bulldozer approach to
J~ ]s on New Ur- redevelopmerit ot~en has re-
bmfism. a s)~b/o~c placed btffi~gs xx~th pm'~
Hnk al susta~le- lore. hi x'afious neighborhood,
desi~, d~k~. conm,erci~ sto~ffon~ b~t to
- ~ New Urbanism the sidewalk have been re-
~eks to rope ~ tu'- placed ~4d~ s~p m~s fi~nted
bm~ sprawl by re- by pai:~g IoLs. Hennepin Cau~ is an u~an in-fill
· - ~ pmjec~ ~a~ addresses the
, al Lmvn plam~in~. in the Twin Cities. Laurel ~th~e sidewdlk(opposim). ~e
............. Rad~er than wasl- Village. h'ont~ [~'ee bloc~ aesigne~ c~red d U-shaped
- ~ plan ~at turns the garages
in~ hind. nanu'81 resources alo.g Hennepin Ave.ue in inwa~ ~o fo~ an infa~al c0un
m,I euer~' hv building ~sr- dnwnmwn Minneapolis. is (le~ and above). Trefiises~elow)
thor and limber fi~m~ I~e ci[v lmKlahle lbr r~es~d> add visual intorest.
cemcr. New Urhanism s~ek~ lishing tl~e urba.u
~ nudu~.ain a dense urban ~rid. The varieD· of
vm'ieh,' hi' d~ops. [m~inesses~ b,lh'iln~ combh~e~ _.- .~.-__ b ~ . .
commm','ial en~erprises and housin~ wil:h su'ee~- _.. ......... ~ ~ ~ ~ l-
dL~ancc of each o~er. or ~' ~ahlishmen~s. Tl~e
m leas~ acccssihle by Imhlic buildh~ are buih to '
trat~simtladun. [n lodav's the sidewalk. con- . ~"
post-XX'-rhl Win' II std'~urbmt firmlag the urban
dcvelopnxcn~s- sing[f .-family ¢~.tex(. THniD~ to~
housing is zcmed to one m'~L houses and apart- ' '
ntrdt:ifamih~ banshag n~ ~ulotb- nitHis near ~he Uni-
or, rt~taH and com.ntercial to x'ersi~v oF M[unesoul -fl .. . ..
vet .nod.'r disn4c:k artd in- also successfully ~ '~'' '~'~
dctsn'iat snmcwherc else. The build a13o;~ the
c~u'. by nl~cessitx'. is ~d'~out Lhe neighlmrhood's ur- '
oulv m~a.s at u'mlspo~ta~on ban character by
MARCH/APRIL [ 996 3 1
'fix\ hnuse projetz~ in Mimmapolis
Itwn their backs on the oily.
Rather than reinforciug the
x e.~s{ing s~eet ~'id. d~ev shtm
. 'x ~e street to ~T~qle insaim' in-
. ~ ~ they wren uo~d.g to do with
~ ~e city, even d~ough ~ev
r .... ~ h~ ~e city.
~, Not at 3529 Hennepin
:. .
~. ~ Couri. Lauder. a native
t;: <: ~ ~ No~ D~ota~ spent 15 yem~
. -;: worlg in Stm Frm~cisco he-
' ' .... ~ ': '.'i" '~ ~ fore mox~g m Mi~meapolis
. ~ .-, ~ ~ ~ d~e e~lx' '00s. A proponent
- 2; the New Urbanism. he has
strong ideas ~out xvhat ci~
should be, mid he's rudest-
: h~g dt~e concepm ~to Iris nu-
merous hous~g and urban-
studies projects. Across the
~t ~m Hem~eph~ Corn is
' a old fire station. wifich he
' ' convened to tow~ hous~ sev-
er~ y~ ha&. ~e ~e sta-
'~' ~on, a ~sto~c neigl~orhood
:. ~te, ~ now ~c~ne4 a
p~ of ~e nei~orh~.
.: Ider ~Hev~ ~ demi~,
, b~ding ~qth~ ~ee~s~g
~a Inework ad n~-
ing the neighborhood with
proper development.
3529 Hennepin Court
m~es ~1 ~e proper moves.
::47 .... T&ing his cue from fa~ned
'-': :- Sm~ Fmci~o ~c~tect DreXel
~ Solomon ~d ~s twbmi-hous-
~ ' ~g developments, l~der po-
: sitioned three septate bid-
~ ings to create a U-shaped
~.,. '. "WMk-h~ court." Two
S? houses fl~u~ the enm, com't.
while a single building with
~ lbm' r.w houses cmnplete 113e
51~/sto~rcases wi~ ma~te 'U formation. Each casiage
trsas o~ te.t cables ore ' house. si~g atop a bank of
standard V~t~res io eo~
five gin'ages, <:omes flush xxdth
fa~ing the town hot~ses Io- Lander of Town Planning the sidew~. Residents enter
ward the slreet m~cl respecting Coll~oratiw ul' Minneapolis the c~u~age houses fi'om Hen-
e~sth~g archite~:t~e. M~ Dovolis Johns<m &Rug- nephl Avenue. Male residents
Another brighv spot is ~e~ <fi' Mimmapolis as m~- of the row houses enter
3529 Hem~eph~ Comt a skx- tects-of'-record. leeIs parl of through individual, gated
home. urban in-f~l develop- Ihe neighlmrhood. Walking tourwards. By ~urning the
ment in Minneapolis's [lp- past it. you ~nighl not even garages toward the main
town district. Unlike many uofice it becat~se it tmobwt~- coun% L~der avoids th~ Over-
recmH town-house develop- sirely slips into th<. urban provethug hnage of 10 gin'age
ments in Minneapolis./his context doors fhcing the sn'eet. Pedes-
projef~t, designed hy ~Hchael Too many recem town- l~ms c~m peer into a pleasre.
ARCHITECTURE MINNESOTA
I'(dllllll)ll (Hlrli~,,l' -J,;H'i' ',\il~ZII"_'I'il\ ;lllij ~1('-- ,~.:-'!:! . t~': ""..,' '.
l..n~h'r ,.h--i--i..,I ~i.' J,niJlt- -~.il'- I',,r il~- ' "" 4 i
:[ '~~ /o...~,-..-.-- ! :,:,..'
q...d.'ll '.vill~ t.n'lli,,,.r,I-hi- ,,f -~,.-I ,... i~l~ ~!
h~z' ~,tll~J r,,ck-i'.,-,',l Id,.'k. Inn nn.q,Jc In';HJ- mHJ ~-- ' :'~ "
.>. ,.
ih'n.- .- '.vile,h,'... t,.'. - '.'. iltlI"h,,,r- at,..~t.'n.,'
nn.ml n,,d'-..,.,,,,,,h.l~ ~rdii-,.-.i>l;,l~t..-. .l~,l rir"- '
J)I'jVHI(' ~11('~ ilIHJ ~llclnl J~nJ- ih.,r- t.n.,. I'r,,:-n.~l
,'~,nh'-. '1'1.' ~lnlili,'tlr,,innli,' ,_,'1.-- I,, i~.'rl'..,. i~.t'ri,,r li,_"t.f~,r ~1.' ,,'.vnl.r- i. Iill~lin,_.'
:-,HJlIIIIII/'$,I'JJ(FSV h)llc', I'i'J'(T ll~})('1%%n'1] I'~ )l )l ] l:-. ('~)ll~ll'll('lil)ll ill Zl ~('lljll,~'
·
h.ihlin.._.-. lnu'lc~J. y,,~nL,_.' ,'rl,~v,I. ll.,sll'.lh,'
n,..vn-h.l~.,. i,r.jwh >',,~3 mi.,.Zdni,h.. \vi~l~ ~, Hdl, ir~.l~ i~ dr'it,I,"vd.lml,'n~.- liM' ~ld-. '~..','
,.'xl~'cl ll.' inh'ri, w.- ~,, i.' J]drlvl;m'-2()- ,,r :|()~. Th,' I,,.nel'i~wouldH'l h;w,' n,
, r \x'~' w,nl,I I,,' lid,g
il zl.~ i( ulWa\'~
:. _.: - .,~:!.,,
·
·
.,.
3~;29 Hennepin Cour:
7- Town Pltnning
,: . Cojlabortt:ive
.
_-
· , . / " Dovolis johnson &
~'.-;~ - Ruggieri, Inc.
· , .
,. , ' _ (Architects-of-Record)
·, ~,: =~_, ;, _ .~ Minneapolis
g{,neric. T]fis. o(' course. isu'l
V()III' 8%'eF8.~(' I¢)%,VII-IIi)II..4.,L' lit.-
vehqnnent. ' '
~e u;~b. I~,r,,nc. are Iilh',l -::"' -' .......... '--
wifi~ ]igln. TIn' nx'. <'an'ia~,'
I,,,,.,. ,,r ,,-i,,-
ih,. r.,w h,,..~,..~ I.~,~-,. ~1,.',.,.f~ ?t-.~ ~:~' " '
<.en~dnlv hdI, I::'i: :~ li~l n i:n,, ~'~'~
'
spa,'ious. hdl.'d l,v tl.' 0-1',.,~ ' "
cdling~. Ijvin~. kin,'h,'n. din-.
I~nlh art' nn IIH' nmin h'v,'l. -: :. ' '
.n ~h,' ul~l,,'r h.v,.I. I{.~h,.r ' '~,
NARCH,APRIL 1996 ]3
BRIEF DESCRIPTION OF
METROPLAINS DEVELOPMENT, LLC
MetroPlains Development, LLC develops and acquires multi-family housing in small and mid size communities in the
Midwest. We use various government programs and agencies that make the housing affordable. These include: Rural Housing
Service, Department of Housing and Urban Development, Federal Home Loan Bank, state and local housing finance agencies,
local tax increment financing, historic tax credits and housing tax credits. Approximately half of the properties that
MetroPlains or its principals have developed over the past seventeen years involve substantially rehabilitating historic
buildings into housing. These buildings had formerly been hotels, schools, hospitals, post offices, fire or police stations,
apartments and office buildings. The remaining half of MetroPlains developments is split between new construction and
acquisition with rehabilitation. MetroPlains has also developed a special expertise in providing congregate housing for the
elderly.
MetroPlains Properties, Inc., an affiliate, serves as the managing general partner or owner of the real estate after development.
This long-term commitment to the community and investor assures participants that the asset will be maintained and operated
for their benefit. MetroPlains Properties, Inc. also invests in commercial properties and market rate multi-family properties
often working with communities to fulfill local needs and reposition these properties.
Garsten/Perennial Management Corporation, an affiliate, provides long term management services to most of our
developments. Site managers hired from the community are trained and supported to provide quality management services
over a wide geographic area. Garsten manages over 3,000 multi-family housing units and over 250,000 feet of commercial
space.
BIOGRAPHICAL SKETCHES
Gary L. Stenson, graduated from the University of Minnesota Law School in 1969 and then served for three years as
Legislative Assistant to then Senator Walter F. Mondale, with responsibilities in the areas of housing and community
development. From 1973 until 1978, Mr. Stenson was engaged in the private practice of law in Minneapolis and St. Paul, and
is currently a member of the Bar of the State of Minnesota. Since 1978, Mr. Stenson has been involved in the development,
acquisition and management of real estate on a full-time basis.
Lawrence W. Olson, graduated from the University of Minnesota in 1974 with a Bachelor of Science degree in Economics
and Accounting. Following graduation, Mr. Olson, a CPA, practiced public accounting with Deloitte & Touche. In 1978, Mr.
Olson became an officer of Tooltech, Inc., initially as Vice President of Finance and later as Vice President of Operations. In
the early 1980's Mr. Olson performed investment, financing, syndication and brokerage services until 1986, when the
development and investment operations were merged with Gary L. Stenson to form MetroPlains Development, Inc.
LaVerne Hanson, Jr., graduated from the University of Illinois in 1975 with a Masters degree in Architecture. Following
graduation, Mr. Hanson was an architect with the firm of Lankton, Ziegele, Terry and Associates in Peoria, Illinois. From
1978 to 1989, Mr. Hanson was Vice President in the architectural firm of Arvid Elness Architects, Inc. in Minneapolis.
Projects involved new construction and substantial rehabilitation including multi-family housing, senior housing, education,
office, recreation, hotels and government building types. Since 1978 all projects developed by MetroP!ains or its principals
were accomplished under the design and direction of Mr. Hanson. In 1989, Mr. Hanson became a principal in MetroPlains
Development, Inc.
Peggy L. Bonicatto has been with MetroPlains since 1991. Her responsibilities include investment analysis, tax work and
f'mancing of existing properties. Prior to joining MetroPlains, Ms. Bonicatto worked for a mortgage broker and was the
controller for a real estate developer. Ms. Bonicatto has over 20 years of real estate experience.
Judy MeGuigan graduated from the College of St. Catherine with a BA degree Chemistry. She worked for Parke-Davis and
the University of Minnesota before retiring to raise her family. Prior to joining MetroPlains in 1992, she managed an art
gallery in St. Paul, Minnesota. Ms. McGuigan currently job shares her position which includes providing administrative and
project development support.
Geri A. Conway joined MetroPlains Development in 1992 in the ftrstjob sharing position. She is responsible for a variety of
front desk administrative duties. In addition, Ms. Conway has also been employed with a social service agency for the past
twenty years.
Jean Richard Eide, graduated from Mankato State University in 1992 with a Bachelor of Science degree and in 1994 with a
Master of Arts in Urban and Regional Studies. Prior to joining MetroPlains, Ms. Eide worked for the Housing and
Redevelopmerit Authority of Richfield, Minnesota. Heading up development coordination for MetroPlains, her responsibilities
include development oversight, working with government agencies, lenders and investors to bring developments from concept
to completion.
Lori J. Scott, graduated from the College of St. Catherine in 1992 with a Bachelor of Arts degree in Business Administration
with emphasis in Marketing and Management. Prior to joining MetroPlains, Ms. Scott worked for Control Data Corporation,
Old Dutch Foods and Lunds. Her background and experiences are in the computer, administrative and management fields.
Her responsibilities at MetroPlains include human resources, software and hardware computer support, administrative and
office management.
Randall J. Schold, graduated from the University of Oregon with a Bachelor of Architecture degree in 1977. Since
graduation, Mr. Schold has pursued a career combining architecture and development with a specific emphasis on constructing
multi-family housing within existing neighborhoods. In 1982, Mr. Schold became a partner in the design/build firm of
McCain/Schold in St. Paul and since 1986 was also a principal in the architectural firm of RSA Associates in Minneapolis. His
responsibilities at MetroPlains include site analysis, architectural and construction coordination.
Micheile Kaiser, graduated from Corneli College in 1994 with a Bachelor of Arts degree in Sociology with concentrations in
Marketing and Business. Prior to joining MetroPlains, Ms. Kaiser worked as a Community Director for the March of Dimes
Birth Defects Foundation in Cedar Rapids, Iowa. Her responsibilities at MetroPlains include historic tax credit submissions,
maintaining compliance with the National Park Service and construction administration.
Kristin Gavin, completed general business and travel industry courses at The McConneil School. Prior to joining
MetroPlains, Ms. Gavin worked as an Airport Sales Administrative Assistant for Smane Carte, Inc. Ms Gavin currently job
shares her position which includes providing administrative and project development support.
Jeanne A. Kelsey, graduated from Mankato State University in 1997 with a Bachelor of Science degree in Urban Studies with
an emphasis in Housing and Economic Development. Prior to joining MetroPiains, Ms. Kelsey worked on potential housing
development and community projects for Farnham Novak & Associates. She also holds a license as a Registered Real Estate
Property Appraiser. Her responsibilities at MetroPlains include development work, pre-application submissions and
construction to rent-up transition management.
John J. Errigo graduated from Washington University in St. Louis in 1990 with a Bachelor of Arts degree in Economics.
Prior to joining MetroPiains, he was a Senior Market Analyst at Maxfield Research. John is experienced in conducting
project-specific market feasibility studies as well as comprehensive community-wide housing studies. He is also a licensed
Realtor in the State of Minnesota. His responsibilities at MetroPlains include coordinating development work, market
research, and loan applications.
Mary McCauley is currently a student at Inver Hills Community College working towards a degree in Business Management
and Marketing. Prior to joining MetroPlains she was involved in a private business venture. Ms. McCauley also has a
background in mortgage banking from Dominion Bankshares. Her responsibilities at MetroPlains include marketing and
providing administrative and project development support.
Rob McCready, graduated from the University of Wisconsin with a Masters Degree in Business Administration. In 1990, Mr.
McCready joined The WalshDunsmore Company in Minneapolis, representing commercial clients purchasing and leasing real
estate. In 1992, Mr. McCready was President of a commercial real estate consulting firm in Milwaukee, Wisconsin, which was
acquired by the Trammell Crow Company in 1997. His responsibilities at MetroPlains are coordinating development teams
and management of company operations.
Theresa M. Essling, is currently working on an Animal Science Degree at the University of Minnesota. Prior to joining
MetroPlains Ms. Essling was employed with the law firm of Stein, Moore and Fay as a legal assistant specializing in
foreclosures, bankruptcy fraud and creditor's rights and remedies. In addition, she also worked for McCullough Companies
managing commercial real estate and company operations. Her responsibilities at MetroPlains as a Property Analyst include
monitoring and analysis of financial packages for existing properties.
Tami L, Gores, CPA, graduated with a Bachelor of Science degree from Mankato State University. After graduation she
continued her education in the field of accounting and acquired her CPA from Metropolitan State University. Prior to joining
MetroPiains, Ms. Gores practiced public accounting with Mahoney Albech and has worked for a real estate/property
management company in Northern Michigan. Her responsibilities include presenting and interpreting financial information to
owners, investors and governmental agencies.
Gidget Borst, Accounting Assistant, graduated from Rasmussen College of St. Cloud in 1994 with an Associate of Science
degree in Accounting and Business Management. Prior to joining MetroPlains, Gidget worked in accounts payable and
accounts receivable departments, management of all cash accounts, and construction draws, carryovers and cost certifications.
Jennifer Reuss~, Property Analyst, graduated from Boston College in 1994 with a Bachelor of Arts degree in Economics and
English, and graduated from American University, Washington College of Law in 1997. During law school, Ms. Reuss~ was a
law clerk for Lindner & Associates, a small AV-rated business and real estate law firm in Washington, D.C., and became an
associate attorney following graduation. Ms. Reuss~ is currently a member of the Bars of the States of Minnesota and
Maryland, the Commonwealth of Virginia, and the District of Columbia.
Stenson, Olson and Hanson have been speakers at national and regional real estate seminars sponsored by organizations such
as National Real Estate Development Center, National Trust for Historic Preservation, National Main Street Program, Housing
Assistance Council, Council for Affordable and Rural Housing, Federal Home Loan Bank, National Park Service, Public
Housing Authorities Directors Association, the National Endowment for the Arts and various state housing and historic
preservation conferences.
October 8, 1999
AFFORDABLE HOUSING PROPERTIES
DEVELOPED OR ACQUIRED BY
METROPLAINS DEVELOPMENT, LLC
MetroPlains Development, LLC and its Principals have developed the following housing properties during the
past eighteen years. We continue to own and operate these developments. Residential occupancy has averaged
better than 95% over the last ten years. Each parmership generating housing tax credits (LIHTC) or historic tax
credits has equaled or exceeded commitments to our investing partners.
MDI Limited Partnership #58
WILLOW RUN TOWNHOMES
Owatonna, Minnesota First Mortgage with Norwest Bank $471,880
Minnesota Housing Finance Agency $210,000
24 Units Family Housing Greater Minnesota Housing Fund $240,000
Completed 1999 Tax Increment Financing $104,000
New Construction Equity raised through LIHTC
MDI Limited Partnership #61 HOME Funds $699,972
BURLINGTON APARTMENTS First Mortgage with Midland Mortgage
Burlington, Iowa $1,432,500
City loan and TIF $1,000,000
75 Units Senior Housing Downtown Partners (Main Street) loan
Completed 1998 $250,000
Historic Rehabilitation of 1911 hotel Affordable Housing Program loan $150,000
MD1 Limited Partnership ~42 HOME Funds $1,275,671
PEARL PLACE APARTMENTS First Mortgage with Boston Capital $1,030,000
Belvidere, Illinois Tax Increment Financing $250,000
Affordable Housing Loan $171,000
56 Units Senior Housing Equity raised through Historic Tax Credits and
Completed 1998 LIHTC
Historic Rehabilitation of 1893-1916 school complex
MDI Limited Parmership ~40
HUNTERS RUN TOWNHOMES HOME Funds $610,029
Sturgis, South Dakota First Mortgage with First Western Bank $201,419
Equity raised through LIHTC
24 Units General Occupancy
Completed 1998
MDI Limited Parmership #67
TERRACE VIEW APARTMENTS
Monticello, Minnesota
First Mortgage from USDA-Rural Development
26 Units General Occupancy $689,848
Completed 1998 HOME Funds $266,820
Acquisition/Rehabilitation Equity raised through LIHTC
Aidridge Accommodated Living Limited Parmership
ALDRIDGE APARTMENTS
MeAlester, Oklahoma HOME Funds $125,888
Affordable Housing Loan $224,000
Aldridge Developers, Inc. First Mortgage from USDA-Rural Development
66 Units Senior Housing $2,500,000
Completed 1997 Equity raised through LIHTC and Historic Tax
Historic Rehabilitation of 1929 Hotel Credits
MDI Limited Partnership #53
WILL ROGERS CENTER
Claremore, Oklahoma HOME Funds $350,000
Affordable Housing Loan $150,500
Rogers County Historical Society Rogers County Historical Society $299,500
Wa-Ro-Ma Community Action Construction Loan $680,000
38 Units Senior Housing Pennanent to be placed in 1998
Completed 1997 Equity raised through LIHTC and Historic Tax
Historic Rehabilitation of 1929 Hotel Credits
Hills Limited Partnership
HILLS APARTMENTS
Deadwood, South Dakota
Neighborhood Housing Services of the Black Hills
27 Units Family Housing HOME Funds $1,342,509
Completed 1997 Affordable Housing Grant $65,000
24 units new construction/3 units Historic Rehabilitation Tax Increment Financing by City $134,600
of 1895 family home Deadwood Historic Preservation $80,000
MDI Limited Partnership #59
OAK RUN TOWNHOMES
Coon Rapids, Minnesota
MItFA Low Income Large Family $396,000
16 Units Family Housing MHFA First Mortgage $ 275,237
Completed 1997 HOME Funds $60,000
New Construction Equity raised through LIHTC
2
MDI Limited Partnership #55
ITHICA HEIGHTS APARTMENTS
Bismarck, North Dakota
47 Unit Family Housing
Completed 1997 Conventional First Mortgage $1,361,600
New Consauction Equity raised through LIHTC
MDI Limited Partnership ~41
CEDAR RUN TOWNHOMES
Owatonna, Minnesota
MHFA Affordable Rental Investment $450,000
24 Unit Family Housing Conventional First Mortgage $381,000
Completed 1997 Tax Increment Financing by City $145,000
New Consauction Equity raised through LIHTC
MDI Limited Partnership #49
THE STILWELL HOME Funds: $300,000
Pittsburg, Kansas Conventional Financing: $567,027
Revenue Bonds for Construction Financing and Sales Tax
Stilwell Heritage & Education Foundation Redemption Provide by the city
44 Unit Senior Housing Affordable Housing Program: $100,000
Completed 1997 Community Development Block Grant: $285,000
Historic Rehabilitation of 1899 Hotel KS Historic Trust Fund Grant: $75,000
Equity Raised through Historic & LIHTC
MDI Limited Partnership #33
PARK PLACE II
Devils Lake, North Dakota
Non Profit Partner-Senior Meals and Services
24 Unit Senior Congregate Housing Rural Development Funds: $763,800
Completed 1997 HOME Funds: $300,000
New Consauction Equity Raised through LIHTC
MDI Limited Partnership #52
SABINE HOUSE
Garden City, Kansas HOME Funds $255,000
Conventional Financing $255,184
Non Profit Parmer-Great Plains Development, Inc. Revenue Bonds for Construction Financing and Sales Tax
19 Units Senior Housing Redemption Provided by the City
Completed 1996 Affordable Housing Program $66,500
Historic Rehabilitation of 1910 junior/senior high school Equity Raised through Historic & LIHTC
3
MDI Limited Partnership #54
BELLE PLAINE APARTMENTS
Belle Plaine, Minnesota
19 Apartment Units
6 Townhome Units Conventional Financing $530,000
Completed 1996 Equity Raised through LIHTC
Acquisition/Rehabilitation Section 8 Housing Assistance Payment Contract
MDI Limited Partnership #51
BEAR RUN
White Bear Lake, Minnesota
MHFA Mortgage $242,530
22 Unit Family Housing MHFA Large Family Second Mortgage $423,500
Completed 1996 HOME Funds $275,000
New Construction Equity raised through LIHTC
MDI Limited Partnership #24
STONEHOUSE
Cannon Falls, Minnesota
Non Profit Partner-Care &Share Foundation HOME Funds $448,000
32 Unit Seniors Congregate Facility Conventional Financing $453,934
Completed 1995 TIF-City Participation through Tax Increment Financing
Historic Rehabilitation of 1893 and 1910 elementary Affordable Housing Program $75,000
school Equity Raised through Historic & LIHTC
MDI Limited Partnership #3 1
TANGLEWOOD APARTMENTS
Belle Fourche, South Dakota
24 Unit Family Housing Rural Development 515 Mortgage $976,370
Completed 1995 Rural Development Rental Assistance for 24 Units
New Construction Equity Raised through LIHTC
MDI Limited Partnership #35
RIVERSIDE MANOR
Grand Forks, North Dakota
Non Profit Partner-Greater Grand Forks Senior Citizen HOME Funds $400,000
Association Conventional First Mortgage $784,900
38 Unit Congregate Facility National Trust Loan $123,000
Affordable and Market Rate Units Affordable Housing Program Interest Write-Down
Completed 1995 Tax Abatement from the City of Grand Forks
Historic Rehabilitation of 1907 hospital & 1913 nurse's Equity Raised through Historic and LIHTC
residence
4
MDI Limited Partnership #45
VILLAlID TERRACE
Dickinson, North Dakota
Non Profit Partner-Stark County Council on Aging Rural Development Section 515 Mortgage $1,591,440
42 Unit Seniors Congregate Facility Rural Development Rental Assistance for 42 Units
Completed 1995 City Participation through Tax Increment Financing
MDI Limited Partnership #37
OLD MAIN
Canton, South Dakota
HOME Funds $428,062
26 Unit Homing Conventional First Mortgage $352,168
Completed 1995 Affordable Homing Program $46,000
Historic Rehabilitation of 1902 Ausgustana College City Participation through Tax Increment Financing
building Equity Raised through Historic & LIHTC Tax Credits
MDI Limited Partnership #28
ROLLING HILLS
Spearfish, South Dakota
24 Unit Family Homing Rural Development 515 Mortgage $987,211
Completed 1995 Rural Development Rental Assistance for 24 Units
New Construction Equity Raised through LIHTC Tax Credits
MDI Limited Parmership #23
BUCKMAN APARTMENTS
Little Falls, Minnesota
Rural Development 515 Mortgage $1,112,610
27 Unit Congregate Facility Rural Development Rental Assistance for 18 Units
Completed 1995 Affordable Housing Grant $54,000
Historic Rehabilitation of 1892 Hotel and Small Cities Grant $339,000
1890 Firehall Equity Raised through Historic and Housing Tax Credits
MDI Limited Partnership #44
PHEASANT RUN TOWNHOMES
Red Wing, Minnesota MHFA Mortgage $178,500
MHFA Large Family Second Mortgage $495,000
20 Unit Family Housing Red Wing HRA Loan $99,000
Completed 1995 Equity Raised through LIHTC
New Construction
MDI Limited Partnership #21
PINEWOOD I
Ashland, Wisconsin
24 Unit General Occupancy Rural Development Rental Assistance for 24 Units
Completed 1995 Rural Development 515 Mortgage $1,047,400
New Construction Equity Raised through LIHTC
5
MDI Limited Partnership #27
PONY RUN APARTMENTS
Marsyville, Kansas
24 Unit Family Housing Rural Development 515 Mortgage $826,500
Completed 1994 Rural Development Rental Assistance for 24 Units
New Construction Equity Raised through LIHTC
MDI Limited Partnership #32
PARK PLACE I
Devils Lake, North Dakota
Non Profit Partner-Senior Meals and Services Rural Development Mortgage $950,660
24 Unit Senior Congregate Housing Rural Development Rental Assistance for 24 Units
Completed 1994 Equity Raised through LIHTC
New Construction
MDI Limited Partnership #25
HERITAGE SQUARE
Richardton, North Dakota
HUD Section 8 Contract for 8 Units
19 Unit Senior Housing Conventional Financing
Acquired 1994 Equity Raised through Cash Flow and Appreciation
MDI Limited Partnership #29
BLUFFS EDGE APARTMENTS
Sturgis, South Dakota
24 Unit Multi Family Housing Rural Development 515 Mortgage $907,900
Completed 1994 Rural Development Rental Assistance for 20 Units
New Construction
MDI Limited Partnership #26
REI-t3NINKEL SENIOR HOUSING
Winfield, Kansas Rural Development 515 Mortgage $1,871,280
Affordable Housing Grant $90,000
36 Unit Senior Housing Equity Raised through Historic Tax Credits and LIHTC
Completed 1993 Rural Development Rental Assistance for 36 Units
Renovation of 1915 National Register Dormitory Revenue Bonds for Construction Financing and Sales Tax
Redemption Provided by the City
MDI Limited Partnership #43
EAST RIDGE APARTMENTS
Marysville, Kansas
Conventional Financing
38 Unit Senior Housing Purchased from City of Marysville
Acquired 1993 HUD Section 8 Rental Assistance for 38 Units
Moderate Rehabilitation Equity Raised through LIHTC
6
MDI Limited Partnership #19
THE POSTHOUSE
Jamestown, North Dakota
Non Profit Parmer-James River Seniors Rural Development 515 Mortgage $1,440,660
36 Unit Senior Congregate Housing Equity Raised through Historic Tax Credits and LIHTC
Completed 1992 Rural Development Rental Assistance for 36 Units
Renovation of 1928 National Register Post Office Parking Lease and 3 Year Property Tax
New Addition Added Freeze provided by the City
RPI Limited Partnership #30
THE GILLMORE
Deadwood, South Dakota
14 Unit Multi Family Housing City of Deadwood First Mortgage $500,000
Completed 1992 Affordable Housing Grant $27,500
Renovation of 1892 National Register Hotel Equity Raised through Historic Tax Credits and LIHTC
New Addition Added Eight Year Property Tax Freeze provided by the State
Featured in: South Dakota Housing Update, Summer 1992, Page 3 Section 42 Outlook, July 1992, Pages 2-4
RPI Limited Parmership #20
COURTHOUSE SQUARE APARTMENTS Rural Development 515 Mortgage $933,140
Ottawa, Kansas Affordable Housing Grant
Rural Development Rental Assistance for 23 Units
26 Unit Senior Housing Equity Raised through Historic and Housing Tax Credits
Completed 1992 and LIHTC
Renovation of 1913 National Register Hotel City Participation through Acquisition
Write-Down, Parking Lease and 3 Units of Rental
Assistance
Sales Tax Exemption from the State of Kansas
DFK Limited Parmership
RIDGEVIEW
Sisseton, South Dakota
Rural Development Mortgage Assumed $138,700
8 Unit Multi Family Housing Rural Development Rehabilitation Mortgage $93,600
Acquired 1992 Rural Development Rental Assistance for 8 Units
Moderate Rehabilitation Equity Raised through LIHTC
DAKOTA MANOR (2 Projects)
Devils Lake, North Dakota
Harvey, North Dakota
Acquired and Refmanced through RD Prepayment
Each project: 24 Unit Multi Family Housing Process. Our Interest was then Assigned to a
Acquired 1991 Community Based Non Profit Organization.
7
RPI Limited Parmership #22
BRIDGE RUN TOWNHOMES
Cannon Falls, Minnesota MHFA First Mortgage $233,733
MHFA Large Family Second Mortgage $360,000
18 Unit Multi Family Housing Tax Increment Financing and Land Write-Down
Completed 1991 provided by the Community
New Construction Townhomes F_,qulty Raised through LIHTC
RPI Limited Partnership # 18
THE OSAGE Rural Development First Mortgage $I ,245,942
Arkansas City, Kansas Sales Tax Exemption from the State of Kansas
Equity Raised through Historic Tax Credits and LIHTC
38Unit Senior Housing Land Write-Down and Parking provided by the
Completed 1991 Commtmity
Renovation of 1921 National Register Hotel Rural Development Rental Assistance for 26 Units
MDI Limited Partnership #17
GILBERTSON/FIREHOUSE
Devils Lake, North Dakota
40 Unit Multi Family Housing Rural Development First Mortgage $1,550,000
Completed 1990 Rural Development Rental Assistance for 40 Units
Renovation of 1936 National Register District Apartment Equity Raised through Historic Tax Credits and LIHTC
Building and 1912 Fire Station Write-Down of Fire Hall, Parking Lease and 3 Year Tax
Freeze provided by the Community
Featured in: America Restored, Preservation Press, 1994, Page 232
Wildwood Limited Partnership
WILDWOOD APARTMENTS
Ironwood, Michigan
Rural Development Mortgage $765,025
24 Unit Senior Housing Rural Development Rental Assistance for 24 Units
Completed 1989 Equity Raised through LIHTC
New Construction Permanent Property Tax Abatement by the Community
RPI Limited Partnership #15
HILLTOP VILLA
Jamestown, North Dakota
16 Unit Multi Family Housing Rural Development Mortgage Assumed $257,000
Acquired 1988 Rural Development Rehabilitation Mortgage $101,900
Moderate Rehabilitation Rural Development Rental Assistance for 16 Units
Equity Raised through LIHTC
8
RPI Limited Partnership # 15
NEWPORT APARTMENTS
Devils Lake, North Dakota
17 Unit Multi Family Housing Rural Development First Mortgage $563,600
Completed 1988 Rural Development Rental Assistance for 17 Units
Renovation of 1929 National Register Apartment Equity Raised through Historic Tax Credits and LIHTC
Building Three Year Tax Freeze provided by the Community
GLS Limited Partnership #13
UNION PLACE
Black River Falls, Wisconsin Rural Developmere First Mortgage $688,000
Rural Development Rental Assistance for 21 Units
21 Unit Senior Housing Equity Raised through Historic Tax Credits School and
Completed 1987 LIHTC
Renovation of 1871 National Register Land Write-Down provided by the Community
Rangetown Properties Limited Partnership
RANGETOWN
South Range, Michigan
30 Unit Multi Family Housing Rural Development Financing $905,760
Acquired 1985
Peaceful Haven Limited Partnership
PEACEFUL HAVEN
Dickinson, North Dakota
Conventional Financing $1,300,000
82 Unit Senior Housing HUD Section 8 Rental Assistance for 50 Units
Acquired 1985 Equity Raised through Pre-1986 Tax Act Incentives for
Moderate Rehabilitation Completed 1992 Affordable Housing and LIHTC
Pioneer Haven Limited Parmership Rural Development Mortgage $300,000 for 14 Units
PIONEER HAVEN HUD Section 8 Rental Assistance for 24 Units
Dickinson, North Dakota Rural Development Rental Assistance for 14 Units
Conventional Financing $400,000 for 24 Units
38 Unit Senior Housing Equity Raised through Pre-1986 Tax Act
Acquired 1985 Incentives for Affordable Housing
GLS Limited Partnership #I 1
HOLIDAY VILLAGE
Devils Lake, North Dakota
HUD Insured 221(d)(4) Mortgage $876,600
40 Unit Multi Family Housing HUD Section 8 Rental Assistance for 40 Units
Acquired in 1985 Equity Raised Based on Cash Flow and Appreciation
9
GLS Limited Partnership #9
THE OPERA HOUSE
Devils Lake, North Dakota
20 Unit Senior Housing Rural Developmere First Mortgage $720,000
13,000 Square Feet Commercial Space Rural Development Rental Assistance for 9 Units
Completed 1985 Equity Raised through Historic and Housing Tax Credits
Renovation of 1895 National Register Commemial Three Year Property Tax Freeze provided by the
Space/Apartment Building Community
GLS Limited Partnership #8
FIFI'H AVENUE APARTMENTS
Devils Lake, North Dakota
36 Unit Multi Family Housing Conventional Financing $580,000
Purchased 1984 Equity Raised Based on Cash Flow and Appreciation
GLS Limited Partnership #6 Rural Development 515 Mortgage $1,035,500
ACADEMY PARK Historic Grant $45,000
Devils Lake, North Dakota Rental Assistance for 20 Units
Equity Raised through Pre-1986 Tax Act Incentives for
28 Unit Multi Family Housing Affordable Homing
Completed 1984 Three Year Property Tax Freeze provided by the
Renovation of 1909 National Register School Community
Featured in: Building on the Past: A Guide to Historic Preservation and Affordable Rural
Housing, Housing Assistance Council, Inc., August 1988, Page 6.
Architectural Minnesota, September/October 1984, Pages 30-31.
GLS Limited Partnership #2
THE JAMESHOUSE
Jamestown, North Dakota Rural Development 515 Mortgage $2,540,000
Section 8 Rental Assistance 33 Units
70 Unit Senior Housing Rural Development Rental Assistance 9 Units
Completed 1983 Community Development Block Grant $38,000
Historic Rehabilitation of Pre-WWI Hospital Equity Raised through Pre-1986 Tax Act lncemives for
New Addition Added Affordable Housing
Featured in: Building, Design and Construction, February 1984. Pages 87 and 90.
GLS Limited Partnership #5
CENTRAL PLACE
Maddock, North Dakota
12 Unit Senior Housing Rural Development 515 Mortgage $340,100
Completed 1982 Equity Raised through Pre-1986 Tax Act Incentives for
New Construction Affordable Housing
10
GLS Limited Parmership #4
TURTLE LAKE MANOR
Turtle Lake, North Dakota
Rural Developmere First Mortgage $358,000
12 Unit Senior Housing Rural Development Rental Assistance for 12 Units
Completed 1982 Equity Raised through Pre-1986 Tax Act Incentives for
New Construction Affordable Housing
GLS Limited Partnership #3
RYAN HOUSE
Grand Forks, North Dakota HUD Insured 221(d)(4) Tax Exempt Mortgage
HUD Section 8 Rental Assistance for 40 Units
40 Unit Senior Housing Equity Raised through Pre-1986 Tax Act Incentives for
1,200 Square Feet Commercial Space Affordable Housing
Completed 1981 Three Year Properly Tax Freeze provided by the
Historic Rehabilitation of 1920's Hotel Community
GLS Limited Partnership #1
THE GREAT NORTHERN
Devils Lake, North Dakota
38 Unit Senior Housing Rural Development 515 Mortgage $1,230,250
5,000 Square Feet Commercial Space HUD Section 8 Rental Assistance for 38 Units
Completed 1980 Equity Raised through Pre-1986 Tax Act Incentives for
Historical Rehabilitation of 1911 Hotel Affordable Housing
Featured in: Building on the Past: A Guide to Historic Preservation and Affordable Rural
Housing, Housing Assistance Council, Inc., August 1988, Front Cover and Page 6.
Journal of Housing, February 1981, Front Cover and Page 102.
Building, Design and Construction, February 1984, Pages 87 and 90.
New Directions in Rural Preservation, U.S. Dept. of Interior, HCRS Pub. #45, 1980,
Pages 67-68.
North Dakota History, Spring 1989, Inside Cover.
America Restored, Preservation Press, 1994, Pages 232-233
October 8, 1999
sAmetropln\brochures\finished.doc
11
PROPERTIES CURRENTLY UNDER DEVELOPMENT OR ACQUISITION
BY METROPLAINS DEVELOPMENT, LLC
MetroPlains Development, LLC develops and acquires quality, affordable housing in the Midwest. The following
properties under development or acquisition represent projects which we have devoted significant time and/or capital to
determine feasibility.
KANSAS
Wichita - MetroPlains has entered into a development agreement with the City of Wichita to redevelop a full city block in
downtown Wichita. This redevelopment includes the rehabilitation of 7 building including the historic Eaton Hotel, into 84
affordable and market rate apartments and 30,000 square feet of commercial space. A new building will also be
constructed which will provide 40 new housing units over three levels of parking.
MINNESOTA
New UIm - MetroPlains proposes to rehabilitate St. Mary's Church/School to create 36 affordable apartment homes for
seniors. Consauction is scheduled to begin in early 2000.
Monticello - MetroPlains has applied to the Minnesota Housing Finance Agency for housing tax credits and second
mortgage financing of 28 units of affordable family housing.
St. Cloud - MetroPlains is working to substantially rehabilitate St. Raphael's Convent. Financing alternatives are presently
being explored. Senior housing is expected for the building, which is anticipated to begin consauction in late 1999.
NEBRASKA
Scottsbluff- Rural Development has awarded a furst mortgage the substantial rehabilitation of the Lincoln Hotel into a 36
unit senior complex. The City has established a tax increment district and the program has received a FHLB Affordable
Housing Program loan. The project has recently received Housing tax credits and CDBG funds are also being applied for.
NORTH DAKOTA
Bismarck - MetroPlains has received Housing Tax Credits and is building 44 units of affordable housing for families in
Bismarck. BNC National Bank is providing consauction financing. Completion is expected in the fall of 1999.
Dickinson - MetroPlains has received Low Income Housing Tax Credits and Tax Increment Financing for the construction
of 23 units of senior housing. MetroPlains has applied to the Affordable Housing Program for additional funding.
GraRon - MetroPlains is working to rehabilitate two buildings on the Developmental Center campus. MetroPiains has
received Low Income Housing Tax Credits, HOME funds, a Community Development Block Grant Loan, an Affordable
Housing Loan and Tax Increment Financing for the consauction of 49 units of senior housing.
Mandan - MetroPlains has received Low Income Housing Tax Credits and HOME Funds to construct 44 units of senior
housing. Affordable Housing Program funds have been applied for from the Federal Home Loan Bank of Des Moines as
well as CDBG funds from the Govemor's discretionary funds. Request for Proposals are being sent out for commercial
development on the first floor.
Grand Forks -
OKLAHOMA
Sapulpa - MelxoPlains is working to substantially rehabilitate the Berryhill Building. Financing vehicles include Housing
Tax Credits, HOME ~mds, Affordable Housing Program funds and construction and permanent loans with two local
banks. Sapulpa Main Street, a local non-profit organization that promotes downtown economic development, is our co-
general partner. All financing is in place and construction should begin in the fall of 1999.
Shawnee - MetroPlains has partnered with a local non-profit, Action, Inc. and plans to substantially rehabilitate the former
Aldridge Hotel. The current development proposal calls for creating 61 apartment homes for seniors. Financing
applications are pending.
SOUTH DAKOTA
Lead - Rural Development has obligated funds for renovating Caledonia Heights, a 39-unit development for families.
When complete, there will likely be 15 market rate apartment homes and 24 apartment homes with rental assistance.
October 8, 1999
s:Xtnetrpln\brochure\current. doc
Bear Run Townhomes
Type
Bridge Run
Cannon Falls, Minnesota
Type
Pheasant Run Townhomes
Terry 8tamper ~~~t/~"~11~
T. L. 8tamper &Associates ~ III ~
115 Brown Street ~
Birmingham, MI 48009 ~ CiIU 0~~
Dear Terry: ~~ C
Thank you for submitting a proposal for the master development team for
the Peninsula. In addition to your team we received proposals from The
Lander Group from Minneapolis and McCabe, LLC from Boulder.
We would like to schedule a public presentation of your proposal on
Wednesday evening March I and a private interview with the selection
committee on Thursday March 2. The presentation will be your oppo~unity
to make an oral and visual presentation of y~ur proposal to the community
and the selection committee. Each presentation will be limited to 45-
minutes. The public will be encouraged to submit written questions and
comments for consideration by the selection commi~ee at the private
interviews the following day. We anticipate that the selection committee
will make a recommendation to the City Council by mid March. To assure
that all pa~ies have the benefit of equal access to information, questions and
comments regarding the process should be directed through Karin Franklin or
myself. Individual selection committee members and City Council members
should not be lobbied.
We are providing each team with a list of items pertaining to their proposal
that we feel need clarification or further refinement. We encourage you to
take the time between now and the end of February to address these items
which are enclosed. To assure that the selection committee has adequate
review time; revised proposals should be submitted to the City by Monday,
February 21.
We look forward to receiving your revised proposal for the Peninsula
Neighborhood. If you have questions please send e-mail to
robert_miklo@iowa-city.org or call me at 319 356 5240.
Sir~cerely,
Robert Miklo
Senior Planner
410 EAST WASHINGTON STREET * IOWA CITY, IOWA 52'~40-1826 * (319) 356-5000 * FAX (319) 356-5009
Questions and Comments for Proposal Teams
Terry L. Stamper & Associates
We would like additional clarification or further information regarding aspects of your proposal.
Please respond to the following comments. We are open to reviewing any newly submitted material
before the resubmital deadline of February 21. If there any questions, please do not hesitate to
contact us jbr clarification.
1. Explain the specific roles of each member of the team. Explain how decision-making will occur?
2. An Idealized Build-out Plan with Building Types was not provided. The RFP requires a to-scale
plan to demonstrate the team's urban design skills. As noted on pages 10 and 11 of the RFP this
graphic could cover an area as small as 2 or 3 blocks. This graphic should show how a diversity of
housing will be provided in a typical block as discussed on Page 13 of the Dover Kohl plan.
Please review the specifics described in the RFP and provide a response.
3. The response proposes a Code rather than a Pattern Book. Please explain why the team prefers a
Code instead of a Pattern Book. (One of the more similar developments listed in the qualifications
is 'Mason Run', which utilized a Pattern Book.)
Please explain how architectural elements of the plan will be addressed. How will you assure
diversity and quality built results? Submit the appropriate qualifications for any local builders and
architects that would be part of the team. At this point it would be helpful if you would identify a
specific architectural finn from the list on page 14 of your proposal.
How would you address the refinement of building types as discussed on page 11 of the RFP? Our
main concem is that the architects on the team demonstrate the ability to design single-family
homes, townhouses and apartments in the context of the Peninsula Plan and Iowa City. This
includes the integrity of individual buildings as well as the way in which the varied building types
relate to one another in a compact neighborhood. This design ability may be demonstrated by
submitting illustrations of specific designs that your architects have prepared for this project, or by
the submittal of previous plans by your architects which you believe respond to the context of a
similar traditional neighborhood. These should respond to the design challenges noted on page 22
of the Peninsula Plan and address the challenges which come ~:om the juxtaposition of different
building types (single-family, two-family, apartments) in a small neighborhood.
5. Address how construction in initial phases will set the tone for the development.
6. Clarify phasing; what type of development is proposed in each phase. The .text indicates
apartments along the "eastem face of the site" in Phase Two. Otherwise, no housing types are
mentioned in the other phases.
7. The City does not intend to purchase the Bolton/Meardon property. We would encourage the
selected developer to purchase it for inclusion in the project.
8. Please explain what will be achieved by a second charrcttc. Wc question whether it is necessary
and are concerned that it would lead to delays in implementing the development. Do you feel it is
necessary to propose major changes in the Dover Kohi plan?
9. The RFP encourages long-term affordable hoeing strategies. Can you be more specific on how
you would address this or how you would include third party agencies? Provide information as to
the types of units and an estimated number of affordable units.
10. Expand upon how payment for the land will be handled.
11. Provide some indication of the financial capabilities of the team.
Terry L. Stamper & Associates, L.L.C.
115 West Brown Street - Birmingham, Michigan 48009 - Telephone: 248-593-9322 - Facsimile: 248-644-6423
Mr. Robert Miklo
Senior Planner
City of Iowa City
410 East Washington Street
Iowa City, Iowa 52240-1826
VIA FACSIMILE (319-356-5009) AND U.S. MAIL
Dear Robert:
In response to your communication of January 24, 2000, I submit the following
document for your review and evaluation.
Please feel free to contact me with any questions. On behalf of the Development
Team, I look forward to our presentation before the City and community.
Sincerely,
Terry L. Stamper
President
Copy: Peter Katz
James Tischler
RESPONSE TO
QUEStiONS AND COMMENTS
ON
THE PENZNSULA NEZGHEORHOOD
DEVELOPHENT TEAM PROPOSAL
Submitted to
The City of Iowa City
410 East Washington Street
Iowa City, Iowa 52240-1826
Terry L. Stamper & Associates, L.L.C.
115 West Brown Street
Birmingham, Michigan 48009
Telephone: 248-593-9322
Facsimile: 248-644-6423
/~esp~nse ~ ~em 1
The roles of the Development Team are explained below:
Terry L. Stamper - Lead Developer
Terry Stamper will serve as the leader and main point of contact for the
Development Team. The projects administration will be his primary role.
Although our operations will rely upon consensus of the team, final decisions will
rest with Mr. Stamper.
Peter Kat:z- Project Marketer
Mr. Katz will design, organize and coordinate the Peninsula Project Marketing
Program. This role entails leading the internal design review process, conducting
the marketing positioning analysis, developing project materials and exhibits,
creating the marketing message, selecting local realtor partners, organizing the
pre-sales operation, and training the sales staff.
Geoffrey Ferrell- Project Architect
r4r. Ferrell, formerly of Torti Gallas and Partners/CHK, has been selected as the
Project Architect. Pdor to working at Torti Gallas, he worked as director of Urban
Design for Florida's Treasure Coast Regional Planning Council and as project
manager for Duany Plater-Zyberk Architects. rvlr. Ferrell has extensive "hands-
on" experience directing the implementation of Windsor, a significant New
Urbanist community located in Vero Beach, Florida.
Barry Kemper -- Project Builder
r4r. Kemper will assume charge of the project's land development and
construction. In this role, he will supervise all aspects of construction activity,
oversee contracted firms and participating local builders, and maintain
responsibility for on-site quality control.
James Tischler, AICP -- Development Consultant
Hr. 'l'ischler shall assist in project administration. He will also be responsible for
plan submittals and contact with the non-profit housing agency(ies) selected to
participate in the project.
Conservation Design Forum, Inc. - Project Environmental Engineer
CDF will prepare the project's environmental design plan and assist in its
implementation. This role includes stormwater management, natural systems
planning or restoration, and passive recreation integration.
Project Civil Engineer
A civil engineer has not been selected at this time. TLS has engaged discussion
with local firms for this role.
Response to Ztem 2
A multiple-block, to-scale plan is in process of being created. Upon completion,
TLS shall transmit this item under a separate cover.
Response to Ztem 3
Municipalities in the United States and Canada are using several approaches to
regulate the build-out of New Urbanism developments. Among these, both
Pattern Books and Typological Codes have proven successful. We are
recommending typological codes at the Peninsula for these reasons:
1. Dover Kohl & Partners, urban designers of l~he Peninsula employ typological
coding in their work. Though they were not asked to produce codes for the
Peninsula, we believe this approach is most consistent with their intent.
2. With pattern books, the primary "sorting" of buildings within a project is by
style. Issues of proportion, massing and detail are subordinate to style.
Typological codes, as their name would imply, sort buildings, streets and
open spaces primarily by type. Style may be ceded, but it exists as a
separate layer of regulation at a secondary or tertiary level. At the Peninsula
many buildings will fall into a subtle Midwest vernacular style that is not easily
described in a pattern book format. We believe that codes provide the best
means of controlling the massing, proportion and detailing of such buildings.
3. Pattern books provide a blend of information that includes enforceable rules
(siting and configuration, for example) along with suggestions (massing,
proportion and detailing issues). This approach typically requires some
negotiation and discussion to achieve optimal results. Typological codes, by
contrast, are limited to dimensions, definitions and rules that can be easily
measured and verified. Discretionary design review is eliminated. Because it
deals with defined types, the approach provides greater predictability to city
staff, citizens, builders and developers.
4. As an addendum to the code, which serves as the "rulebook" for building
design at the Peninsula, we will also prepare a companion "playbook" to
illustrate key details and examples of what is possible and desired within the
codes. Wherever possible, local examples will be used to illustrate points.
We've enclosed a one-page summary comparing conventional zoning guidelines
and typological codes (also known as regulating plan and cedes) for your furth
reading. As part of our upcoming presentation, team, Mr. Katz will explain the
medts of the regulatory approach we plan to use.
Response to Ztem 4
We have selected Geoffrey Ferrell, formerly of Torti Gallas and Partners/CHK, to
work on our team as consulting architect/planner. Prior to working at Torti
Gallas, Mr. Ferrell worked as director of Urban Design for Florida's Treasure
Coast Regional Planning Council and as project manager for Duany Plater-Zyberk
Architects. He is one of the pre-eminent experts in the development and
application of typological codes, having authored over two dozen such
documents. Together with attorney Sam Poole, Mr. Ferrell wrote Miami/Dade
County's Traditional Neighborhood Design Ordinance.
Geoff will assume responsibility for all aspects of architectural design for the
Development Team with the exceptions of internal design review and local
architect/builder training, which will be conducted together with Mr. Katz.
Response to Ztem 5
The early phases of the Peninsula neighborhood will be critical to establishing a
positive reputation and premium price pint for the development. To this end, we
strongly support these recommendations expressed by on page 12 of the
Zimmerman/Volk report:
"in order to convey community quality as early as possible, then, the first
construction phase should be as concentrated as possible, with the maximum
number of housing types presented in close proximity to one another. From both a
market and a cost perspective, the ideal first-phase presentation would array three
or more housing types around a small-scale, but well proporb~ned and nicely
detailed village green or similar public space. This would provide the maximum
community impact as early as possible with the minimum of infrastructure expense,
and would serve to differentiate the Peninsula Neighborhood from local subdivisions
and conventional planned communities with their discrete "pods" of housing types."
Adding further to the report's recommendations, we would plan to complete one
or two fairly narrow streets as early as possible, so that potential buyers can
experience an "immersive environment" that conveys the charm and character of
the development.
4
Response to Ztem 6
A major goal of the Peninsula Neighborhood, as established by the Iowa City
community and presented in the Dover/Kohl plan, is to establish a wide mix of
housing types throughout the project which vary in use, size, and density. Of
course, this approach is a common and appropriate element in I~aditional
developments, because such variety is important for a neighborhood to function
properly.
Even with this goal, however, the eventual design of the Peninsula Neighborhood
requires involvement of the private market to determine which of the various
housing or mixed-use types shall be built on the site. Beyond the regulatory
parameters of our proposed typological cedes and incorporation of a few specific
uses at respective locations, the market will and should be encouraged to decide
the area's final form. In fact, an express purp(~se of our proposal for cedes is to
draw upon the originality and uniqueness that/with appropriate training, only
local architects and builders can produce.
Thus because of the nature of our proposed approach explained above, we have
and shall refrain from proscribing building types.
Response to Ztem 7
TLS acknowledges the City's statement with regard to the Belton/Meardon
properby. We have initiated discussion with the owners and will proceed if
selected by the City.
Response to Ztem 8
The second charrette mentioned on page 14 of our proposal seems to be the
focus of some confusion, caused in large part by our use of the term "charrette."
By way of clarification, we believe that our event will be quite different form the
earlier, highly public Dover Kohl charrette.
The workshop we envision will be primarily aimed at orienting local builders to
New Urbanism and the Peninsula Development. Activities would include sessions
about the principles of New Urbanism, an introduction to the specifics of the
Peninsula Code, a review of builders' existing floor plans and a presentation of
the plans that have been gathered form outside sources for use by local builders.
5
The tone of the event would be that of a "tutodal" for builders and other key
project participants. It would not be advertised to the general public or press.
Response to Ztem 9
Our approach to maintaining long-term housing affordability shall focus on the
sale of a percentage of constructed housing units to one or more non-profit
housing organizations. At this time we cannot nor believe it prudent to establish
a specific number of units. ~[f selected as the project development team, we
shall conduct further study with the housing agencies as part of our preliminary
marketing activities. We will welcome the City to participate as well.
We have engaged discussion with the Greater Iowa City Housing Fellowship for
participation in the project, and their interest was exhibited in our proposal.
Additional non-profit agencies, unidentified at this time, that have demonstrated
experience in affordable housing management will be encouraged to join this
element of the project. As stated in our proposal, we encourage the City to
begin consideration of federal or state resources for this initiative.
Response to Ztem 10
The TLS Development Team believes an incremental approach to acquiring land
is most beneficial for the development of the Peninsula Neighborhood. We
therefore propose to close annually on portions of the proporb/sufficient to
produce 60 single-family and/or 30 multi-family units, in order to meet single-
year demand as indicated in the Zimmerman/Volk report. This approach
provides two significant venues of control for the City:
1. It allows for enforcement of quality and performance standards on the
developer. If a sufficient level is not attained by TLS, the City may simply
choose not to close on future portions of the property; and
2. It allows for greater flexibility to propose, design and construct variations of
existing units, and also introduce new products into the project as sections
are closed, planned, and approved by the City.
Given the nature of the City's selection process, we wish to refrain from further
elaboration until selection and commence of development agreement
negotiations.
6
/~es/~nse ~ ~tem 11
We have commenced discussion with a number of potential investors at this
time, but have not selected a party. Thus TLS wishes to defer presentation of
financial information. We instead propose to submit such information if selected
by the City of Iowa City to implement the project.
Zoning, Guidelines and Codes
As developers, planners and ~itizens in many parts of the country push for
New Urbanism and "Smart Growth" development approaches they are finding
that local planning regulation mechanisms frequently work against successful
implementation outcomes. There are several masons for this:
Zoning, the basic form of planning regulation in most communities, focuses
primarily two quantitative factors-land-use and density. The typical municipal
zoning "map" usually labels an area of land with a simple. alpha-numeric
designation indicating its maximum allowable density and its permitted land-uses
(R-40, for example, which stands for residential, 40 units to the acre).
While some zoning ordinances do specify a range of physical attributes such as
maximum building height, maximum lot coverage and ~'equency of curb-cuts,
such regulations are typically expressed proscriptively. In so doing, ordinances
specify limits without defining the form of the building that is desired, From a
legal standpoint the building is considered as a "blob" (top illustration) that
exists within a series of maximum dimensions.
To mitigate the weaknesses of zoning, local governments frequently enact site-
specific guidelines (middle illustration) to regulate a given project or a number
of projects within a defined neighborhood or district. Such guidelines are
typically intended to control factors such as building design, including massing,
proportion and materials; street design and landscaping. Pattern books are a
highly sophisticated form of guidelines.
Another approach to regulating development involves the creation of a detailed
regulating plan and codes (bottom illustration). This "typological" approach
treats the community as "kit of parts." For example a neighborhoed plan might
specify six different building types to be sited in specific locations throughout
the community. Street and open-space "types" as well, may be selected from
examples that already exist in the area, or are "borrowed" from another location.
The advantage of this approach is that enables citizens to choose models whose
character is appropriate to the community.
In such a scenario, quantitative issues of density and use are subordinated to
more immediate impacts of pedestrian comfort and safety, architectural
character, even issues of light and shade resulting fxom placement of buildings
and street trees. When information is presented in terms of "models" rather than
numbers, citizens are frequently reminded that the places they most admire
feature densities that would be rejected if presented in purely statistical terms.
How Zoning Defines a
One Block Parcel
Density, use, floor-area ratio,
setbacks, parking requirements,,
and maximum building heights
specified.
How Guidelines Define a
One Block Parcel
Density, use, floor-area ratio,
setbacks, parking requirements,
maximum building heights,
frequency of openings, surface
articulation, and landscaping
specified.
How a Regulating
Plan and Codes Define
a One Block Parcel
percent of site frontage specified.
FERRELL RUTHERFORD ASSOCIATES
* URBAN DESIGN AND TOWN PLANNING *
TO: Robert Miklo
FROM: Geoff Ferrell
DATE: 2/21/00
RE: Peninsula Neighborhoods: Response to Item 2 of Questions and Comments
Enclosed is an illustration of a potential build-out of a portion of the Peninsula Neighborhood. It
integrates building types including: for sale Apartments, Rowhouses, small Cottages to quite large edge
Houses, and Outbuilding apartments.
Our proposal, in brief, is to utilise an overarching Code, with Architectural and Building Placement
Standards (with guiding illustrations), in order to achieve the true variety and richness of a real town.
The Code will allow the work of several builders and designers to be cohesive and complementary.
I have included the primary components of such a Code from another project. Appropriate Standards
for the Peninsula, of course, require specific study and interaction with the town. I also included an
essay on the subject of Neighborhood Building Principles, although it is a bit focused on urban infill, I
think you will find it useful in forming an opinion regarding my own approach to towna and '
neighborhoods.
Thank Yo
19 FOURTEENTH STREET SE WASHINGTON D.C. 20003 TELEPHONE (202) 547-7757 FACSIMILE 547-3865
GEOFFFERRELL~STARPOWER.NET
THE PENTNSULA NEZGHBORHOOD
DEVELOPMENT TEAM PROPOSAL
Submitted to
The City of Iowa City
410 East Washington Street
Iowa City, Iowa 52240-1826
by
Terry L. Stareper & Associates, L.L.C.
115 West Brown Street
Birmingham~ Michigan 48009
Telephone: 248-593-9322
Facsimile: 248-644-6423
Zntroduction
Terry L. Stamper & Associates, LLC, CTLS) is extremely pleased to present this
Development Team Proposal for the Peninsula Neighborhood to the City of Iowa
City. TLS has assembled a development and construction team with a high level
of experience in the planning, permitting, and development of traditional
neighborhoods. More important, however, is the philosophy under which the
team members have practiced in developing prior projects and intend to continue
through successful development of the Peninsula Neighborhood:
The design and development of communities directly affects the well-being and
continued viability of the human and natural environments, and thus should
support the premises of the Charter of the New Urbanism.
By this statement the Development Team conveys our commitment to build only
those projects which conform to traditional design principles, known also as the
New Urbanism, which guided the classic neighborhood settings found in Iowa
City and many urban centers yet today. Within this context the Development
Team welcomes the opportunity of being considered to implement the I~laster
Plan and Guidelines for the Peninsula Neighborhood.
Proposal Understanding
The Development Team understands and acknowledges the following
information from The City of Iowa City's "Request for Proposals".
Designed using the principles of New Urbanism and traditional neighborhood
development, the Peninsula Neighborhood is intended to be a complete
community. The residential units reflect the architectural history of Iowa City
while containing current building elements to ensure comfort. The buildings
relate and integrate with one another a cohesive fabric. A diversity of land uses
support a full range of activity and growth - daycare, local retail, and recreation
spaces. Over time, it will become one of the 'best' neighborhoods in the City.
The Master Plan provides for seven essential goals. After a thorough study of
the Request for Proposals, we have listed each goal below along with our
understanding of them in relation to the latter document and also the
community's opinion as shown in the Plan.
Terry L. Stamper & Assodates, L.L.C, Peninsula Neighborhood Development Team Proposal
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I A mix of housing types and price ranges. The Development Team understands
this to mean the community envisions a neighborhood of mixed residential uses,
densities, and prices complimented by limited commercial and civic uses to
i, support the future residents and adjacent areas of the City.
A pedestrian-friendly layout. We understand the focus of the neighborhood to be
Ifor people to live, work, converse, and share their daily experiences with each
other. Design of the neighborhood's public and private spaces should therefore
support, rather than dominate people.
i Architectural quality and diversity. A good neighborhood is comprised of
memorable addresses and focal points for both its residents and visitors. The
I Development Team understands that a wide range of architectural styles, and
variations within those styles, are key to establishing a traditional design
i precedent on the Peninsula.
Green spaces for public enjoyment. We understand that the Peninsula
i encompasses a significant amount of green space, and the community wishes to
continue this ethic within the neighborhood. All homes should be within a three-
minute walk from a neighborhood park.
I Long-term affordable housing. A traditional neighborhood is one where a person
may live the range of a lifetime; the only change in location may be a particular
home style and/or size, depending upon life-cycle stage of the person or family.
Moreover, price should not be the determinant of value within the neighborhood.
A mix of incomes is important to maintaining social ties within the community.
Thus families of all income ranges should be able to live on the Peninsula.
Opportunities for mixed-use buildings. An assembly of various residential and
limited commercial uses, designed to compliment each other, is necessary to make
a good neighborhood. While such commercial uses may require deferment until a
sufficient residential base exists for their support, once built they should be
clustered in locations that make them pedestrian-accessible to residents, with the
upper floors designed for higher-density housing units.
Civic sites. In order to reinforce the ethic of community ownership within a
neighborhood, its best sites should be reserved for public functions. ]:n addition to
public green spaces, these functions also include public facilities such as meeting
or service buildings.
The Master Plan's cover text succinctly encompasses these goals:
Terry L. Stemper & Associates, L.L.C Peninsula Neighborhood Development Team Proposal
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i "Picture having the feeling of living in a place apart, and yet living in the
heart of the city. Is there another place like this ? Picture living in a walkable
traditional neighborhood, with strong bonds of community life. Picture long
i views across open space that will remain open in perpetuity. There is no
other place like this."
IWe understand the City of Iowa City's vision and welcome the opportunity to make
this vision a reality.
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I Terry L. Stamper & Associates, L. LC. Peninsula Neighborhood Development Team Proposal
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I Development Team
In this section the Development Team is presented and discussed. The Team
I contains nationally renowned experts, combined with professionals versed in the
organization, permitting, mobilization, and execution of development projects.
I Developer qualifications
I Terry L. Stamper - Lead Developer
Terry L. Stamper is President and Owner of T. L. Stareper & Associates, L.L.C.,
located in Birmingham, Michigan. In this capacity he has promoted and created
I an expertise unique to Michigan and the Midwestern United States; development
of New Urbanist communities through the principles of traditional design. He
t believes that builders and developers must only create environments that serve
human needs, uplift the spirit, and repair or enhance natural systems.
i Prior to starting TLS, Mr. Stamper was Project Developer for Crosswinds
Communities, Inc., where he led the development of traditional neighborhood and
urban infill projects, working closely with cities in public/private partnerships. This
I work involved extensive community involvement and expertise in redevelopment
of brownfield sites for residential and mixed-use commercial/residential projects.
I Peter Katz - Project Marketer &Design Review Leader
Author and consultant Peter Katz is a leading proponent and practitioner of New
Urbanism, the combining of traditional planning and modern technology to create
I places that strive for environmental balance, social integration, and a true sense of
community. Katz played a key role in shaping the movement as rounding
Executive Director of the Congress for New Urbanism. He is also author of The
I New Urbanism: Toward an Architecture of Community, a seminal reference title
published in 1994.
I Over the years, Kat2 has advised government agencies and associations ranging
from the United States Department of Housing and Urban Development to the
Chicago Regional Transportation Authority. His expertise extends to the
I international level, with work in Australia, Indonesia, the United Kingdom, Canada,
and other locations. Before his involvement in New Urbanism, Katz was a principal
of Stratagem Consultants, a San Francisco-based real estate marketing firm,
I where he directed projects for such clients as the Port of Oakland, Alfandre Homes
and Embarcadero Center. Prior to that he was a founding partner of Whitehouse
i & Katz, a New York-based marketing and design firm, where his clients included
Columbia University, IBM Corporation, and Lincoln Center for the Performing Arts.
I Terry L. Stareper &Associates, L.L.C. Peninsula Neighborhood Development Team Proposal
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Katz received his degree from The Cooper Union for the Advancement of Science
and Art in New York, where he studied architecture and graphic design.
Barry Kemper -- Project Builder
Barry Kemper is the Development Team's construction manager. He has more
than 32 years of experience in project construction and management in Michigan
and the Midwest. This experience includes commercial, institutional, and
residential projects, new construction as well as building rehabilitation projects.
Mr. Kemper specializes in land development, value engineering and cost control,
and job management and productions. The total dollar value of projects
completed under his field direction exceeds $1 billion;
Since 1987 he has been President and owner of Progressive Construction
Management, Inc., based in Novi, Michigan. In this role he managed the
construction of urban infill and traditional design developments. Mr. Kemper is a
participating member of the Construction Association of Michigan and the Builders
Association of Southeast Michigan.
.]ames Tischler -- Development Consultant
.]ames Tischler, AICP, is a development consultant on the Team. He has more
than 12 years of experience in the field of urban planning, working for both
regional and municipal organizations. He has established specialties in urban infill,
New Urbanism, and brownfield project development, and has been recognized by
peers in the planning and real estate fields with awards and lecture requests. He
initiated and guided municipal review and permitting of the Mason Run TND
Project in Monroe, Michigan.
Mr. Tischler holds a Master of Urban Planning degree from Wayne State University
and is a graduate of the University of Oklahoma Economic Development :Institute.
In addition to the/~merican ]:nstitute of Certified Planners, he is a Board member
of the American Planning Association - Michigan Chapter, and holds membership
in the Congress for the New Urbanism.
Conservation Design Forum, Inc. - Project Environmental Engineer
Conservation Design Forum, Inc. (CDF) is a nationally recognized multidisciplinary
consulting firm specializing in the creative integration of environmentally and
culturally sustainable land planning, design, and development techniques. CDF
combines current research, innovative technologies, and multidisciplinary, team-
oriented problem solving to achieve cost-effective, sustainable goals. The firm
routinely joins with real estate professionals, architects, engineers, scientists, and
other professional disciplines to expand their ability to implement unique design
innovations that incorporate cost- and energy-saving techniques for their clients.
I Terry L. Stamper &Associates, L.L.C. Peninsula Neighborhood Development Team Proposal
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ICDF is led by its three principal members: James Patchett, founder and President;
Gerould Wilhelm, Vice President - Environmental Services; and David Yocca, Vice
President - Planning and Design Services.
I CDF's visionary planning and design process is based on an understanding that
every site contains a unique and ever-changing part of the global system.
I Therefore, every design solution requires new creativity and innovation. CDF
believes that the partnership of environmental and economic growth,
accomplished through sustainable development, arises from the need to integrate
Ihuman activities and built structures into the supporting environmental fabric.
Through thoughtful planning and design, built and natural environments are
integrated to function in a flexible and unique self-supporting system, with cost
I savings the direct result. In contrast to typical high cost site developments,
ecologically based solutions lower capital development costs and significantly
i decrease time and energy necessary for maintenance.
CDF is the principal author of the Peninsula Park Concept Plan, developed in 1998
ias a collaborative effort of the City of Iowa City staff, Riverfront and Natural Areas
Commission, Parks and Recreation Commission, and the Ad Hoc peninsula
Parkland Committee.
I
Team Structure
I Organization of the Development Team for the purposes of this project is shown in
the following chart:
I I ce~ofbwa~ I '
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I Terry L. Stamper &Associates, L.L.C. Peninsula Neighborhcxx~ Development Team Propoil
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Contact information is provided in the list below:
Terry Stamper
Terry L. Stamper & Associates, L.L.C.
115 West Brown Street
Birmingham, Michigan 48009
Telephone: 248-593-9322
. Facsimile: 248-644-6423
E-mail: tstampertb@aol.com
Peter Katz James Patchett
19 Fourteenth Street SE Conservation Design Forum, :Znc.
Washington, DC 20003 324 North York Road
Telephone: 202-547-3869 Elmhurst, :Illinois 60:[26
Facsimile: 202-547-3865 Telephone: 630-758-0355
Facsimile: 630-758-0320
James 'rischler, AICP Barry Kemper
309 Bentley Drive 43000 West Nine Mile Road
Monroe, Michigan 48162 Novi, Michigan 48375
Telephone: 734-242-2~.~,~,/734-384-9135 Telephone: 248-374-1860
E-mail: jetischler@foxberry.net Facsimile: 248-344-1814
Prior Experience
The experience portfolio of the Development Team on traditional neighborhoods
and other projects based in New Urbanism is highly extensive and covers some of
the best-known projects nationwide and in the Midwest. A brief summary of such
projects where Team members have held either lead or consulting roles now
follows.
ALFANDRE DEVELOPMENT- POTOMAC, MARYLAND
Alfandre Development created the 352-acre Kentlands community outside
Washington, DC, known as one of the nation's pioneer New Urbanism projects. in
1995, Alfandre commissioned Peter Katz to conduct a review of their marketing
program to date. The goal was to understand how New Urbanist communities
could be more effectively differentiated from their conventional suburban
counterparts. This work informed the subsequent marketing effort for Alfandre's
Belmont Forest development in Loudon County, Virginia.
I Terry L. Stamper & Assodates, L.L.C. Peninsula Neighborhood Development Team Proposal
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COFFEE CREEK CENTER - CHESTERTON, IENDIANA
Coffee Creek Center encompasses 640 acres of mixed-use development and
includes for than 200 acres of prairie, woodland, wetland, and stream restoration
on the site. The land use plan is guided by a desire to encourage diversity and
promote smart growth, flexibility, and strong ties to the existing community of
Chesterton.
The principles of Traditional Neighborhood Design have been extensively applied
in the Master Plan and details for built elements Specialty shops, dining, small
office options, apartments and homes are mixed for the goal of creating a
community that will evolve over time. Simultaneously, preservation and
restoration of natural systems is also a fundamental element. Thus Conservation
Design Forum has been instrumental in preparing the both site development and
ecological restoration plans for this project.
Coffee Creek Center project materials are found in Attachment A.
CORNELL- MARKHAM, ONTARIO
One of the largest New Urbanist developments to date, the 1,500-acre Cornell
community includes 10,000 units within nine neighborhoods. The development is
sited on land that was assembled for a new regional airport that was subsequently
abandoned. Working with the province's development team, Peter Kat2_ wrote
Cornell's initial marketing plan. Innovative aspects of the plan included a
combined brokerage for multiple builders, a storefront sales center and a "builder's
guild"to reward cooperating builders.
Cornell project materials are found in Attachment B.
GEORGETOWN COMMONS-- DEARBORN, MICHIGAN
In 1998, the City o7 Dearborn asked Terry Stamper, Barry Kemper, and
Crosswinds to redevelop a 5.1 acres infill site directly behind the City Hall. A total
of 156 townhomes were subsequently constructed on the site. The architectural
style of these townhomes was chosen to complement the surrounding civic center
buildings and adjacent residential neighborhoods. The site plan for Georgetown
Commons was based on the principles of traditional neighborhood design.
Georgetown Commons project materials are found in Attachment C.
MAINSTREET SQUARE ~- ROYAL OAK, MICHIGAN
This 124-unit traditionally-designed condominium project on 3.5 acres of infill
property won Professional Builder Magazine's "Best in Living Award" in 1995.
Terry Stamper, working for Crosswinds, acted as lead developer and facilitated a
Terry L. Stamper & Associates, L.L.C. Peninsula Neighborhood Development Team Proposal
preferred developer agreement with the City of Royal Oak.
Mainstreet Square project materials are found in Attachment D.
MARYLAND CLUB -- ROYAL OAK, MICHIGAN
The challenge for Terry Stamper and Barry Kemper on this project was how to
reuse a 4.1-acre industrial site immediately adjacent to railroad tracks. The result
was a traditionally-designed condominium development of 88 units, which sold in
20 business days.
Maryland Club project materials are found in Attachment E.
MASON RUN - MONROE, MICHIGAN
Mason Run is a new neighborhood of approximately 1,500 units adjacent to an
existing neighborhood at the edge of Downtown Monroe. The land upon which
the first phase (approximately 500 units) will be built was an industrial site for the
last 75 years. Working with the City of Monroe and Monroe Brownfield Authority,
Terry Stamper led the design and negotiation processes which led up to execution
of a comprehensive development agreement in December, 1999. Using multiple
financing sources, the development program will conduct all testing and
remediation necessary to bring the land into residential environmental compliance,
and then proceed to construct the first true neo-traditional neighborhood in
Michigan.
The developer and City of Monroe used a 'charrette' process to determine the
vision the city and its residents had for the project, and thus designed the project
as a Traditional Neighborhood. The houses are designed in the styles that
represent the best of Monroe architecture. The street profiles were purposely
designed to copy the best of the existing streets of Monroe's most cherished
neighborhoods. The vision behind the project is to create a neighborhood that
would fit seamlessly into the fabric of Monroe and represent its best qualities.
Mason Run project materials are found in Attachment F.
MILL CREEK - KANE COUNTY, ILLINOIS
Mill Creek is a New Urban village in central Kane County that offers its residents
and visitors a harmonious relationship between people and the natural
environment. Conservation Design Forum prepared the ecological plan for this
1,475-acre development.
The Mill Creek stream corridor has been recognized as a critical area for natural
resource protection, with recommendations for compact development and
I Terry L. Stamper &Associates, L.L.C. Peninsula Neighborhood Development Team Proposal
'innovative design. Hence the project blends principles of New Urbanism with
design techniques aimed at preserving and enhancing the long-term quality of the
site's natural systems. At build-out Mill Creek will host approximately 2,000
homes, in neighborhoods of various densities, around a pedestrian-oriented village
center with shops, offices, services, and civic spaces. This plan demonstrates the
ability to integrate people and nature in a mutually beneficial relationship.
Mill Creek project materials are found in Attachment G.
PARK DU VALLE - LOUISVILLE, KENTUCKY
The Park Du Valle community (Phase II) is one of the most successful of the
current generation of HUD HOPE VI-funded redevelopment projects. Conceived as
a complete neighborhood reflecting the best residential traditions of Louisville, it
combines market-rate, middle-, and low-income offerings for both sale and rental.
The community replaces a troubled barracks-style public housing development
from the 1950s.
Consultant services by Peter Kat~ included the creation of a conceptual marketing
plan for the development. A primary objective was to reposition the community to
compete with outlying suburban developments. The client group for this project
included six different non-profit and government organizations. After less than
one year on the market, 113 of Park Du Valle's 125 home sites are sold out; 48 of
the units are either complete or in construction.
Park Du Valle project materials are found in Attachment H.
RIVERWALK -- WYANDO1TE, MICHIGAN
Terry Stamper initiated this 60-unit townhouse development in Downtown
Wyandotte under a preferred developer agreement with the City. The City owned
the 2.1-acre site, and the task was to create a development that would
complement the Downtown. Using the design principles of traditional
neighborhood development, the Barry Kemper-built project met the Downtown's
needs and sold out in record time.
TOWN CENTER -- WIXOM, MICHIGAN
The City of Wixom selected Terry Stamper and Crosswinds Communities in
September 1998 to create, design and build a new commercial town center for the
city and approximately 500 residential units immediately surrounding this new
town center. The town center and adjacent residential will be designed using the
principles of Traditional Neighborhood Design, and the charrette process will
create the land plan, the architecture, and the pattern book.
I Terry L. Stamper &Associates, L.L.C. Peninsula Neighborhood Development Team Proposal
I1
Town Center project materials are found in Attachment I.
WEST VILLAGE - DEARBORN, MICHIGAN
Terry Stamper led this planning project of the City of Dearborn, Michigan to
redesign their West Village downtown using the principles of New Urbanism and
traditional neighborhood design. The final plan called for redevelopment of four
(4) city blocks of the existing downtown into approximately 150,000 square feet of
retail, 30,000 square feet of offices and 250 residential units (ranging from single-
family homes to townhomes to lofts). This mixed-use development was created
during a weeklong charrette process the City of Dearborn, Downtown merchants,
and citizens.
West Village project materials are found in Attachment J.
References
Listed here are reference contacts for Development Team members, who are
identified in parentheses.
George Attard (Kernper) Donald K. Carter (Stamper/Tischler)
Principal Raymond Gindroz (Kate)
Progressive Architects, Inc. Paul Oostergard (Stareper)
838 West Long Lake Road Urban Design Associates, P.C.
Bloomfield Hills, f4ichigan 48025 1133 Penn Avenue
Telephone: 248-540-5940 Pittsburgh, Pennsylvania 15222-4205
Telephone: 412-263-5200
Victor Dover (Katz) .]ames Harless (Stamper/Tischler)
Dover, Kohl &Partners Vice President
5879 Sunset Drive, Suite I Haley &Aldrich of Michigan, Inc.
South Miami, Florida 33143 44808 Helm Street
Telephone: 305-666-0446 Plymouth, Michigan 48170-6026
Telephone: 734-454-1100
Steve Guile (Stamper/Tischler) Thomas Low (Katz)
Director Duany Plater-Zyberk & Company
Westland Downtown Development Authority 2518 Shenandoah Avenue
630 North Wayne Road Charlotte, North Carolina 28205
Westland, Michigan 48185 Telephone: 704-342-3458
Telephone: 734-641-6572
Tern/L. Stamper & Associates, L.L.C Peninsula Neighborhood Development Team Proposal
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Peter Mclnerny (Stamper) Ike Shepard (Kemper)
Director of Administration Shepard Engineering, Inc.
City of Wyandotte 966 Uvernois Road
3131 Biddie Avenue Troy, Michigan 48083
Wyandotte, Michigan 48192 Telephone: 248-585-4240
Telephone: 734-324-4550
Ted Wozniak (Kemper) Robert Ziegelman, FAIA (Stareper)
Principal Chairman
Zeimet/Wozniak Engineers, Inc. Lukenbach/Ziegelman & Partners, Inc.
28450 Southfield Road 115 West Brown Street
Southfield, Michigan 48034 Birmingham, Michigan 48009
Telephone: 248-352-8950 Telephone: 248-644-0600
Bradley Strader (Tischler) Jerry Mobley (CDF)
Principal-in-Charge Lake Erie Land Company
Strader Group, Inc. 1010 Sand Creek Drive South
306 South Washington Avenue Chesterton, Indiana 46304
Royal Oak, Michigan 48067 Telephone: 219-395-5300
Telephone: 248-586-0505
Fred Nowicki (CDF) Ray Kopp (CDF)
Nowicki Construction, Inc. Oliver-Hoffman Corporation
1248 Westport Road 75 251 Olesen Lane
Chesterton, Indiana 46304 Naperville, Illinois 60540
Telephone: 219-787-9421 Telephone: 630-357-3300
Bob Nelson (CDF)
Dave Nebel
Waterford Development, Inc,
1N 303 LaFox Road
LaFox, Illinois 60147
Telephone: 630-761-2000
Terry L. Stamper & Associates, L. LC. Peninsula Neighbon'Kxx~ Development Team Proposal
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Submission Requirements
In this section the Development Team responds to the Submission Requirements
found in the Request for Proposals.
Idealized Build-out Plan
Commissioned by the City of Iowa City, Zimmerman/Volk Associates prepared a
Market Position Analysis for the Peninsula Neighborhood. This report concludes
the optimum residential mix to be from 280 to 350 housing units and includes the
following distribution across product categories:
HOUSING TYPE PERCENT OF TOTAL
Rental Apartments 21.7%
Condominium Apartments 11.5%
Town houses/Duplexes 12.8%
Low-Range Single Family Houses 27.0%
Mid-Range Single Family Houses 19.0%
High-Range Single Family Houses 8.0%
TOTAL 100.0%
The Zimmerman/Volk Report also projects an average annual absorption of 100
Peninsula Neighborhood housing units within the greater Iowa City housing
market. We concur with this estimate and therefore propose a three-to-five year
build-out schedule for the Peninsula Neighborhood. The build-out follows an
approximate one-year period to negotiate a development agreement with the City
of Iowa City, conduct a second charrette with the community, and receive
municipal approval of specific design guidelines and a site development plan.
The Development Team also concurs with and proposes that the development be
executed in small phases, consisting of land takedowns of 30-50 residential units
apiece. We use the following Zimmerman/Volk report statements as a supporting
rationale:
"it is highly recommended that the development of the Peninsula Neighborhood
be undertaken in very small phases. The enclosure of streets and village
squares or greens with completed buildings most clearly demonstrates the
quality of community to prospective residents..."
"...the ideal first-phase presentation would array three or more housing types
around a small-scale, but well proportioned and nicely-detailed village green or
Terry L. Stamper & Associates, L. LC. Peninsula Neighborhood Development Team Proposal
similar public space...(to) provide the maximum community impact as early as
possible..."
We assume that the City of Iowa City understands and accepts these statements
as recommendations for which to review and negotiate with the selected
development team.
From this departure point, we intend to interview and hire a New Urbanist
architecture firm to fill such role on the Development Team. At this time, four
firms (listed in alphabetical order) shall be considered:
· Dover, Kohl & Partners/Suzanne Martinson Architects- Miami, Florida;
· Duany Plater-Zyberk & Company - Charlotte, North Carolina Office;
· Lennertz & Coyle - Portland, Oregon; and
· Torti Gallas and Partners/CHK - Silver Spring, Maryland.
The on-site process will commence by conducting a thorough site due diligence
effort, and engaging review and discussion of the existing Peninsula Neighborhood
Master Plan and Guidelines with the City. We believe this production is excellent
and represents the community's desire. However, the document has a designed
flexibility to adapt to changes so long as they remain in the realm of New
Urbanism. A review of the Master Plan in light of the Zimmerman/Volk study is
warranted. The Team also is interested in exploring the mixed-use commercial
component of the Master Plan and evaluating whether the proposed Emma Harvat
Square location will ultimately be successful in supporting a local group of
merchants for the adjacent neighborhood area.
The next step will involve convening a second charrette, facilitated by Peter Katz
and our architecture firm. The purpose of this activity is to refine the Plan's land
uses and building types and settle on specific design concepts for which to
proceed. This step also provides a forum for addressing issues which arise out of
discussions with the City, or community issues which may not have been
important earlier but are today. We believe the result of this step will be a Plan
which, depending on whether modifications are made, will be improved or
reinforced as a strong document.
Our approach to move from the Master Plan to the first and successive site
development plans involves creation of a Regulating Plan and Codebook. This
"typological" approach treats the neighborhood as a kit of parts. The Regulating
Plan will specify different building types as found in the Master Plan to be sited in
specific locations throughout the area. Street and open space "types" from the
Master Plan would be presented and required, along with demonstrated
Tern/L. Stareper & Associates, L.L.C. Peninsula Neighborhood Development Team Proposal
/5
examples that already exist in the area or "borrowed" from another location.
The CodeBook will provide the dimensional standards necessary to build the
building, street, and open space types. With the help of the Development Team,
builders and citizens can choose a location, see present-day examples of how it
looks and fits, and understand how to replicate that location right down to
sidewalk widths, tree placement, and flanking building types. After preliminary
review and comment by citizens and the City, the Regulating Plan and CodeBook
will be presented to the City of :Iowa City for formal approval.
The project's construction stage will then begin using the phasing schedule
described in the next section.
Phasing Plan and Time Table
The development of the Peninsula Neighborhood will occur in several phases. At
the time of proposal submission, we anticipate construction will occur over six
phases. An illustration of this phasing plan, in the form of a sketch mark-up, is
found as Attachment K. The development of these phases will follow the small-
section build-out approach defined in the previous section.
Since the area is relatively remote and access is limited to one point of entry
(Foster Road), the first phase will occur on the northernmost portion of the site
to facilitate sales and marketing of this new neighborhood. Phase One includes
the land that encompasses Martin Drive, McLeary's Close, and portions of Mosses
Bloom Lane and Swisher Street (up to the last alley just north of Foster Road). It
should be noted that this portion of the site is not City-owned property. We
believe the City needs to develop a strategy to acquire this property as soon as
possible. The orientation of the site plan will allow subsequent construction to
occur with minimum disruption of Phase One homeowners.
Phase Two includes the apartment uses proposed along the eastern face of the
site and finalizes construction along Foster Road east of Swisher Street. Phase
Three includes Walker Drive, Walker Terrace, Barber's Close, and Day Street up
to Emma Harvat Square. Phase Four includes the remaining portions of Moses
Bloom Lane and Swisher Street. At some point between the conclusion of Phase
Three and the initiation of Phase Four, the formation of Emma Harvat Square will
begin to take shape. The square will be established and building pads for the
surrounding buildings will be created.
Next, Phase Five includes Morsman Park, South Willenbrook Circle (up to the
proposed pedestrian pathway), Ball Street (up to the alley), Canton Street (up to
Tern/L. Stamper & Assodates, L.L.C. Peninsula Neighborhood Development Team Proposal
the alley), North Willenbrook Circle (up to the alley), and completes the
construction of Foster Road. To complete the project, Phase Six focuses on East
Willenbrook Circle; this portion is deferred to accommodate a temporary
construction route.
A number of factors will ensure a high level of quality throughout all phases of
development. First, the Regulating Plan and Codebook will act as a definitive
guideline for design and development considerations. They will provide
construction standards in both graphic and written formats. Second, at least two
levels of oversight will exist in design and construction: the Development Team,
and the City of ]Zowa City. As will be discussed later in our Offering to Negotiate,
the Team proposes that the land is transferred under a staged approach and that
the City retains ownership of the property until land transfers occur. This
retention of land ownership provides the City with a high degree of influence
over project quality control.
Of course, the Development Team has primary responsibility for quality issues.
We will not permit a lot to be transferred to a builder, nor building plans be
submitted, until design and materials have been reviewed for quality and
compatibility with the Regulating Plan & Codebook. Interested builders will be
screened before they become eligible for consideration as a member of the
Development Team. All builders that pass screening will be educated in the
application of New Urbanist principles to building techniques, including seminars
and site visits to existing traditional neighborhoods, both in Iowa City and
abroad. We welcome and encourage the City to participate in this process.
Finally, local firms will be responsible for a large amount of the creation of the
neighborhood. To the greatest extent possible, construction, sales, and financing
activities will occur through local firms. Such local accountability provides an
extra measure of security to the City that the highest quality of local talent that
craftsmanship will prevail in the Peninsula Neighborhood.
I We believe that it is premature to offer a time frame for accomplishing each
phase, as indicated by the Zimmerman/Volk study. ]:nstead, we present a more
general timeline for the City's consideration. ]:f selected, draFdng and approval of
I. a comprehensive project development agreement will occur during the spring
and summer of 2000. ]:n the fall of 2000, we anticipate conducting a second
charrette for the purpose of establishing final architecture and engineering
I components, which will subsequently lead to submittal of a Regulating Plan and
CodeBook for City review and approval. Commencement of Phase One
construction would be slated for the spring of 2001.
I
I Terry L. Stamper &Associates, L.L.C. Peninsula Neighborhood Development Team Proposal
17
Building Types
The Master Plan and Guidelines document identifies five major residential
building types:
· The Bungalow - a medium-lot detached single-family home;
· The Four Square - a medium-lot detached single-family home;
· The Hansion Apartment Building - an attached multiple-family structure;
· The Rowhouse - an attached single-family home; and
· The Zero-Line Cottage - a small-lot detached single-family home.
Other types described in the Master Plan are accessory apartments above
garages, live/work units, and mixed-use commercial structures.
At the current time, and considering the build-out process described in an earlier
section of this proposal, the Development Team acknowledges the Master Plan's
recommendation for these types. We believe the Zimmerman/Volk report
indicates that even more types should exist in the neighborhood, and intend to
explore such concepts. Review and refinement of specific types, however, shall
be conducted during the course of the charrette proposed in the same earlier
section, and continuously during project marketing.
Mixed-Uses
As the development of the Peninsula Neighborhood progresses, a new market of
consumers will emerge. The Ivlaster Plan identifies Emma Hawat Square as the -
focal point for the new community. Our phasing plan grows toward the Square,
and leads to its construction in the center of the development sequence. This
approach is intentional; the Development Team believes that in order to establish
the square as a significant and viable space, development of adjacent mixed-
density residential units is necessary. This approach will also provide flexibility
for the neighborhood itself to help create the unique character of the Square.
The Square is proposed, as shown in the Master Plan, to be built as a central
green space. The lots that immediately surround the square will be reserved for
civic, live/work, local retail/commercial, or multiple-family residential uses. Once
market conditions are ripe, these lots will be made available for development.
Since market conditions change over time, additional consideration will go into
the design of these buildings so that different uses may occupy them in
subsequent years.
Tern/L. Starnper & Associates, L.L.C Peninsula Neighborhood Development Team Proposal
18
The City may assist development of non-residential uses, for example, by giving
priority permitting of non-residential projects, or assisting entrepreneurs with
small business loans or development of a business incubator. Such initiatives
should be consistent with and made a part of the City's overall economic
development plan.
Long-term Affordable Housing Controls
Long-term affordability can be maintained using several different approaches.
For the Peninsula Neighborhood, third-party ownership and diversity in
residential unit types may offer the best options. Third-party agencies that have
local expertise in affordable housing, such as the Iowa City Housing Authority
and the Greater Iowa City Housing Fellowship, can and should be permitted the
opportunity to become part of the neighborhood. As such, the Development
Team shall consider reservation of a percentage of constructed housing units for
sale to either. A letter of support from the Greater Iowa City Housing Fellowship
is included in Attachment L as evidence of our interest. The City may wish to
consider federal or state resources to provide additional support to this initiative.
In addition, one of the goals of the Peninsula Neighborhood is a mixture of
housing types and price ranges. The neighborhood will accommodate both home
ownership and rental units. Affordable home ownership will occur in units which
are not found in most conventional subdivisions but are typical in traditional
neighborhoods, such as the rowhouses and zero-line cottages. The reduction in
land and construction costs associated with these building types provides a
purchaser with "more home for the money", even as market prices increase over
time. The combination of the single-family house with accessory apartment is
another excellent addition to the neighborhood in terms of affordability and
character. Likewise, the live/work units provide maximum financial leverage for
would-be entrepreneurs with limited capital. For some, home ownership is not
an option through either choice or circumstance; the inclusion of rental units
expands the availability of affordable housing and invites broader participation in
the neighborhood. Thus, this provision of diversity in residential structure and
ownership types will present an excellent step for long-term affordability.
Stormwater Collection
Our fundamental approach to stormwater management will be to treat water as a
resource rather than a waste product, a view that includes the precipitation that
falls on every square inch of the landscape. A goal of our proposal is to strive to
Terry L. Stareper & Associates, L.L.C. Peninsula Neighborhood Development Team Proposal
recreate historic pre-settlement hydrology by allowing rainfall in infiltrate into the
ground and recharge the lower Peninsula aquifer as groundwater flow rather
than concentrating is as surface runoff for detention.
By carefully integrating water infiltration into the overall development scheme
with use of natural ravines at the site's perimeter, storm discharge can be
significantly reduced during most periods of the year. During extreme wet
weather events runoff will be slowed and filtered through the ravines, thereby
protecting the Iowa River from pollution, erosion, and sedimentation.
Ravines
The ravines that surround the Peninsula development site provide an important
ecological resource. To begin, they serve as the upper plateau's natural drainage
system. Being heavily wooded, they are a refuge for area wildlife and likely host
a wide variety of species, and provide natural transportation corridors apart from
the human realm. And finally, they offer a natural barrier between the
development site and the lower plateau of the Peninsula.
The Development Team intends to preserve or modify these areas in only to
restore, enhance, and maintain the above ecological functions. Trail systems to
be incorporated via the Master Plan will be designed to allow people to view but
not disrupt the resource. Our approach proposes deeding of conservation
easements to a local or regional land conservancy, or a public entity such as the
City or State of Iowa, in order to protect these areas into perpetuity.
Financial Background
if selected, the Team shall provide financial information under a separate
package and cover communication to the City of Iowa City for consideration in
negotiation of the development agreement.
Offering to Negotiate with the City
The Development Team acknowledges that the City of Iowa City has made an
investment in the Peninsula property for the future benefit of its inhabitants and
the City's residents in general. Referencing again the recommendation made in
the Zimmerman/Volk report, development of the Peninsula Neighborhood should
be gradual, take up to five years, and be completed in small phases.
Terry L. Stamper & Associates, L.L.C. Peninsula Neighborhood Development Team Proposal
20
We therefore propose a partnership with the City of Iowa City for development of
the Peninsula Neighborhood. Within this context we wish to negotiate a
comprehensive development agreement which specifies responsibilities of the
parties timelines, and other necessary terms and conditions. In addition, we
propose the negotiation and execution of an option agreement with the City of
Iowa City, covering terms and conditions on land takedowns for phase
development, which shall run concurrently with the development agreement. As
an incentive to considering this approach, the Development Team offers to
negotiate financial carrying costs of the property within the option agreement.
We propose a price for the property that is equivalent to that incurred by the City
for initial acquisition, or $1,300,000.00. We suggest that the mechanism to
achieve this final price should be subject to the forthcoming negotiation, and
should be derived in-part upon development yield and housing value.
Financial Assumptions
The following assumptions are presented as background to our proposal to the
City of Iowa City.
1. The final land price is $1,300,000.00.
2. A total of 250 units or sites are developed.
3. No unusual site conditions, such as peat, shallow rock, or underground water
are encountered.
4. A sale price of $104.00 to $120,00 per square foot is established for single
family homes.
5. No material shortages, or labor shortages prevail during construction.
6. No forced delays are encountered.
7. The per-unit construction cost ranges between $50.00 and $60.00 per square
foot.
8. An economic recession does not occur locally, or at a regional or national
scale which impacts the local community.
Terry L. Starnper & Associates, L.L.C. Peninsula Neighborhood Development Team Proposal
9. An adequate level of financing is made available for development and
construction.
A preliminary summary of development costs has been prepared by the Team
and is found in Attachment M.
Terry L. SLam per & Associates, L.L.C. Peninsula Neighborflood Development Team Proposal
ATTACHMENT a
COFFEE CREEK PROJECT MATERIALS
Terry L. Stareper & Associates, L.L.C. Peninsula Neighborhood Development Team Proposal
Conservation Design
ATTACHMENT B
CORNELL PROJECT MATERIALS
Terry L. Stamper & Associates, L.L.C. Peninsula Neighborhood Development Team Proposal
AI'I'ACHMENT C
GEORGETOWN COMMONS PROJECT MATERIALS
Terry L. Sramper & Associates, L.L.C. Peninsula Neighborhood Development Team Proposal
ATTACHMENT D
MAINSTREET SQUARE PROJECT MATERIALS
Terry L, Stamper & Associates, L.L.C. Peninsula Neighborhood Development Team Proposal
ATTACHMENT G
MILL CREEK PROJECT MATERIALS
Terry L. Stamper & Associates, L.L.C. Peninsula Neighborhood Development Team Proposal
M~EL CREEK
AI'I'ACHMENT H
PARK DU VALLE PROJECT MATERIALS
Terry L. Stamper & Associates, L.L.C. Peninsula Neighborhood Development Team Proposal
A1TACHMENT I
TOWN CENTER PROJECT MATERIALS
Terry L. Stareper & Associates, L.L.C. Peninsula Neighborhood Development Team Proposal
AI'[ACHMENT J
WEST VILLAGE PROJECT MATERIALS
Terry L. Stareper & Associates, L.L.C. Peninsula Neighborhood Development Team Proposal
AI'I'ACHMENT K
PRELIMINARY PHASING PLAN
Terry L. Stareper & Associates, L.L.C. Peninsula Neighborhood Development Team Proposal
A'FFACHMENT L
COMMUNICATION FROM
GREATER IOWA CITY HOUSING FELLOWSHIP
Terry L. Stamper & Assodates, L.L.C. Peninsula Neighborhood Development Team Proposal
Greater Iowa City Housing Fellowship
opening the doors of Iowa City
P. O. Box 1402
Iowa City, IA 52244
(319) 358-9212
December 10, 1999
Iowa City City Council
Civic Center
410 East Washington Street
Iowa City, IA 52240
Dear Members of the Council:
I am writing to express our interest in the development of the Peninsula Neighborhood. You
and the City Staff are to be commended for the careful process conducted in order to ensure
the optimal development of the Peninsula area. It is very exciting that long-term affordability
for a portion of the housing units is part of the development plan.
Greater Iowa City Housing Fellowship has been in contact with Terry L. Stamper &
Associates regarding a parmership to incorporate some affordable units into our new
neighborhood. I understand that Terry Stamper &Associates have been invited to submit a
development plan for the Peninsula because of their demonstrated commitment to traditional
neighborhoods and experience with this type of development.
As you know, Greater Iowa City Housing Fellowship is a Community Housing Development
.. Organization that has successfully developed affordable rental and home ownership
opportunities for working families in Iowa City. I believe that a partnership between the
Terry Stamper & Associates and Greater Iowa City Housing Fellowship will contribute to the
realization of your vision for the Peninsula.
Sincerely,
Maryann Dennis
Executive Director
cc: James E. Tischler, Terry Stamper & Associates
Progressive Construction Manageieelt~ City~t: Page
43000 W. g Mile hnrH cc.~l~ress:
Novi, MI 48375 Owner:
A. B. C. D.
ITEM SUBCONTRACTOR
NO. WORK DESCRIPTION NAME ESTIMATE
1.00 GENERAL REQUIREMENTS - N.O.C.
1.05 Development Expenses travel 35,000
1.09 Pre-Construction Fee
1.10 Contingency 180,000
1.11 Job Supervision, Related Exp. 220,000
1.12 Job Labor and Benefits 100,000
1.20 Engineering Layout ~ N.O.C.
1.21 Engineering Layout - Buildings
1.22 Engineering Layout - Sitework 51,000
1.25 Testing, Soils, Concrete. etc. 15,000
1.30 iTemp. Facilities, Field Ofc., etc. 12,000
1.31 Temp. Utilities (Tel., Elec., etc.) 33,600
1.35 Fire Extinguishers &Service 2,000
1.40 Temp. Protection - N.O.C.
1.41 Watchman Service
1.42 Temp. Fences, Barricades, etc. 25,000
1.43 Cold Weather Protection 40,000
1.44 Temporary Heat 10,000
1.60 !lSmall Tools, Eqp. &Supplies - N.O.C. 2,000
1.61 ',Autos, Trucks & Related Exp. 28,800
1.62 Hoisting Equipment
1.63 Small Tools & Misc. Equipment 2,000
1.64 Supplies and Perishables
1.70 Temporary Roads 60,000
1.75 Pumping and Drainage 8,000
1.80 Clean-up - N.O.C.
1.81 Clean-up During Construction 15,000
1.82 Final Clean-up
1.83 Glass Cleaning
1.90 Plans, Specs, Prints &Photos 3,500
1.95 Porcelain Repairs
1.99 Warranty Expenditures
GENERAL REQUIRMENTS TOTAL 842,900
2.00 SITE WORK - N.O.C.
2.05 ~Demolition - Building
A. B. IOWO. City 5ire c D. Page 2
ITEM hnrtl c(~S.I,iJUBCONTRACTOR
NO. WORK DESCRIPTION NAME ESTIMATE
2.06 :Tree Removal 70,000
2.10 · Site Grading - N.O.C.
2.11 ;Clear & Grub
2.12 Stdp Topsoil 45,000
2.13 ~ Rough Grading 250,000
2.14 } Offsite Fill Material 50,000
2.15 Trucking and Offsite Disposal
2.16 (Special Compaction
2.17 !Finish Grading 35,000
2.18 Site Clean-up 20,000
2.20 Building Excavation
2.22 Building Backfill
2.50 Lift Station 120,000
2.51 Sanitary Sewers 250.000
2.52 Storm Sewers 315,000
2.53 Water Mains And Hydrants 280,000
2.54 Water Service to Building 110,000
2.55 Gas Mains, Service and Meters 31,000
2.56 Underground Elec. Distrib. Services 28,000
2.57 Site Lighting 180,000
2.58 Offsite Utilities
2.60 , Paving - N.O.C.
2.62 , - Concrete Curbs 145,000
2.63 ~Paving - Offsite
2.64 Bumpers, Striping &Sealing 25,000
2.70 ~Concrete Walks 198,000
2.71 Concrete Walks/Re-Rods
2.80 !Site Amenities - N.O.C.
2.81 Fences
2.82 Signs 18,000
2.83 i Play Equipment
2.84 Retaining Walls 60,000
2.90 Landscaping - N.O.C. 240,000
2.91 !Topsoil and Finish Grading
2.92 ~Seed
2.93 !Sod
2.94 Plantings
2.95 '.Lawn Fertilizing & Maintenance
A. B. Iowa Cily Site c. -~ D. Page 3
ITEM hnrrl ccst~BCONTRACTOR
NO. WORK DESCRIPTION NAME ESTIMATE
2.98 Lawn Spdnldem
SITE WORK TOTAL 2,815,000
IoW~ City 5ire Page
so~ costs
A. B. C. D.
ITEM SUBCONTRACTOR
NO. WORK DESCRIPTION NAME ESTIMATE
17.00 NON-CONSTRUCTION COSTS - N.O.C.
17.10 Bonds or Letters of Credit 32,000
17.20 Insurance 6.500
17.30 ~Titie and Recuding 2,100
17.31 MisceManeousLoan Cos~ 5,000
17.32 *,Mortgage Cempany Fees 50,000
17.33 Loan Inspecik~ Fees 31,200
17.40 ~Taxes Prior to Completion 25,0(X)
17.50 ~,l..ecjal 12,000
17.50 Finance Fees
17.70 ;Interest 300,000
17.80 ProfessiortalServices-N.O.C.
17.81 !Architectural Deskan
17.82 !Arch~..:Uj~
17.83 jSU~ct~ E,~e,,,rm
17.84 !Civi Engineering Design 540,000
17.85 .Landscape I:~sign 65,000
17.86 En~ineenn9 Inspection
17.87 =Mo~gage S~veys 48,0~0
17.88 ;Soil B<~-'~ngs &Subsoil Investigation 15,000
17.90 Municipal Charges - N.O.C. 10,000
17.91 Ran Review Fees 8,000
17.92 iWater and Sewer Charges 65,000
17.93 Building Penmits
17.94 ~lnspection Fees 35,000
' NON-CONSTRUCTION COST TOTAL 1,441,800
18.00 MODEL AND MARKETING - N.O.C. 265,000
18.10 Model Decorating
18.20 ' Model Furnishings
18.30 Model Cleaning and Maintenance
18.50 Brochures and Printing
18.60 Advertising
1865 ] Public Relations
18.70 ~Sales Office
18.80 ' Marketing Agent
18.90 ~Consultant Fees
! MODEL AND MARKETING TOTAL 265,000
CONSTRUCTION BUDGET 3,657,900
LAND ACQUISITION : 1,300,000
TOTAL PROJECT COSTS: 6,664,700
,250 total units
Prepared by: Daniel Scott, Civil Engineer, 410 E. Washington St., Iowa City, IA 52240 (319) 356-5144
RESOLUTION NO. 00-106
RESOLUTION APPROVING PLANS, SPECIFICATIONS, FORM OF CON-
TRACT, AND ESTIMATE OF COST FOR THE CONSTRUCTION OF THE
TRANSIT METHANE ABATEMENT PROJECT, PHASE 2, ESTABLISHING
AMdUNT OF BID SECURITY TO ACCOMPANY EACH BID, DIRECTING CITY
CLERK TO PUBLISH ADVERTISEMENT FOR BIDS, AND FIXING TIME AND
PLACE FOR RECEIPT OF BIDS.
WHEREAS, notice of public hearing on the plans, specifications, form of contract and estimate of
cost for the above-named project was published as required by law, and the hearing thereon held.
NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF IOWA CITY,
IOWA THAT:
1. The plans, specifications, form of contract and estimate of cost for the above-named
project are hereby approved.
2. The amount of bid security to accompany each bid for the construction of the above-
named project shall be in the amount of 10% (ten percent) of bid payable to Treasurer,
City of Iowa City, Iowa.
3. The City Clerk is hereby authorized and directed to publish notice for the receipt of bids for
the construction of the above-named project in a newspaper published at least once
weekly and having a general circulation in the city.
4. Bids for the above-named project are to be received by the City of Iowa City, Iowa, at the
Office of the City Clerk, at the Civic Center, until 4:30 p.m. on the 11th day of April, 2000,
or at a later date and/or time as determined by the Director of Public Works or designee,
with notice of said later date and/or time to be published as required by law. Thereafter the
bids will be opened by the City Engineer or his designee, and thereupon referred to the
Council of the City of Iowa City, Iowa, for action upon said bids at its next meeting, to be
held at the Council Chambers, Civic Center, Iowa City, Iowa, at 7:00 p.m. on the 18th day
of April, 2000, or if said meeting is cancelled, at the next meeting of the City Council
thereafter as posted by the City Clerk.
Passed and approved this 21st day of March ,2000.
-~--"/''/'lw'q-m
AYOR
Approved by
CI
pweng\transit2.doc
Resolution No. 00-106
Page 2
It was moved by Vanderhoef and seconded by Wi 1 burn the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Champion
X Kanner
X Lehman
X O'Donnell
X Pfab
X Vanderhoef
X Wilburn
Prepared by: Daniel Scott, Civil Engineer, 410 E. Washington St., Iowa City, IA 52240 319~356-5144
RESOLUTION NO. 00-].07
RESOLUTION DECLARING THE CITY'S INTENT TO PROCEED WITH AND
AUTHORIZING THE ACQUISITION OF PROPERTY RIGHTS FOR THE
JOHNSON STREET SANITARY SEWER PROJECT.
WHEREAS, notice of public hearing on the City's intent to proceed with a public
improvement project and to acquire property rights for the above-named project was given
as required by law, and the hearing thereon held; and
WHEREAS, the City of Iowa City desires to construct the Johnson Street Sanitary Sewer
Project ("Project") which includes upgrading and repairing the sanitary sewer from Lucas
Street to Van Buren Street between Burlington and Bowery Streets; and
WHEREAS, the City Council has determined that construction of the Project is a valid public
purpose under State and Federal law, and has further determined that acquisition of certain
property rights is necessary for the proposed project; and
WHEREAS, the City Engineer, Richard A. Fosse, has determined the location of the proposed
Project; and
WHEREAS, City staff should be authorized to acquire necessary property rights at the best
overall price to the City.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA CITY,
IOWA, THAT:
1. It is the City's intent to proceed with the Johnson Street Sanitary Sewer Project.
2. The City Council finds that it is in the public interest to acquire property rights
necessary for the construction of the Johnson Street Sanitary Sewer Project
("Project"), which Project constitutes a public improvement under Iowa law. The City
Council further finds that acquisition of said property rights is necessary to carry out
the functions of the Project, and that such Project constitutes a valid public purpose
under state and federal law.
3. The City Manager or designee, in consultation with the City Attorney's office, is
authorized and directed to establish, on behalf of the City, an amount the City
believes to be just compensation for the property to be acquired, and to make an
offer to purchase the property for the established fair market value.
4. The City Manager, or designee, is hereby authorized and directed to negotiate the
purchase of property rights for the construction, operation and maintenance of the
Resolution No. 00-107
Page 2
Project. The City Manager or designee is authorized to sign purchase agreements for
the purchase of property and/or easements, and offers to purchase property and/or
easements.
5. In the event negotiation is successful, the Mayor and City Clerk are hereby
authorized, upon direction of the City Attorney, to execute and attest all documents
necessary to effectuate the purchase of said property rights. The City Attorney is
hereby directed to take all necessary action to complete said transactions, as required
by law.
6. In the event the necessary property rights for the Project cannot be acquired by
negotiation, the City Attorney is hereby authorized and directed to initiate
condemnation proceedings for acquisition of any and all property rights necessary to
fulfill the functions of the Project, as provided by law.
Passed and approved this 21st day of March ,2000.
ATTEST: CiT~L%~)RK
City At{'orney's Office
It was moved by Champion and seconded by Pfab the Resolution be
adopted, and upon roll call thero were:
AYES: NAYS: ABSENT:
X Champion
X Kanner
X Lehman
X O'Donnell
x Pfab
X Vanderhoef
X Wilburn
pweng\res\johnstr.doc
2/00
Prepared by: Ron Knoche, Civil Engineer, Public Works, 410 E. Washington St., Iowa City, IA 52240 (319) 356-5138
RESOLUTION NO. 00-108
RESOLUTION APPROVING PLANS, SPECIFICATIONS, FORM OF CON-
TRACT, AND ESTIMATE OF COST FOR THE CONSTRUCTION OF THE
MORMON TREK BOULVEARD IMPROVEMENTS - ABBEY LANE TO
HIGHWAY 1 PROJECT, ESTABLISHING AMOUNT OF BID SECURITY TO
ACCOMPANY EACH BID, DIRECTING CITY CLERK TO PUBLISH
ADVERTISEMENT FOR BIDS, AND FIXING TIME AND PLACE FOR RECEIPT
OF BIDS.
WHEREAS, notice of public hearing on the plans, specifications, form of contract and estimate of
cost for the above-named project was published as required by law, and the hearing thereon held.
NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF IOWA CITY,
IOWA THAT:
1. The plans, specifications, form of contract and estimate of cost for the above-named
project are hereby approved.
2. The amount of bid secudty to accompany each bid for the construction of the above-
named project shall be in the amount of 10% (ten percent) of bid payable to Treasurer,
City of Iowa City, Iowa.
3. The City Clerk is hereby authorized and directed to publish notice for the receipt of bids for
the construction of the above-named project in a newspaper published at least once
weekly and having a general circulation in the city.
4. Bids for the above-named project are to be received by the City of Iowa City, Iowa, at the
Office of the City Clerk, at the Civic Center, until 10:30 a.m. on the 11t" day of April, 2000,
or at a later date and/or time as determined by the Director of Public Works or designee,
with notice of said later date and/or time to be published as required by law. Thereafter the
bids will be opened by the City Engineer or his designee, and thereupon referred to the
Council, of the City of Iowa City, Iowa, for action upon said bids at its next meeting, to be
held at the Council Chambers, Civic Center, Iowa City, Iowa, at 7:00 p.m. on the 18th day
of April, 2000, or if said meeting is cancelled, at the next meeting of the City Council
thereafter as posted by the City Clerk.
Passed and approved this 21st day of Narch ,20 00
"YOR '
City Attomey's Office
pwengVeVnormon5.doc 9/99
Resolution No. 00 - 108
Page 2
It was moved by Champion and seconded by Vander'hoef the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Champion
X Kanner
X Lehman
X O'Donnell
X Pfab
X Vanderhoef
X Wilbum
03-2t -00
12,~
Prepared by: Kim Johnson, Public Works, 410 E. Washington St., Iowa City, IA 52240 (319) 356-5139
RESOLUTION NO. 00-109
RESOLUTION APPROVING PLANS, SPECIFICATIONS, FORM OF
CONTRACT, AND ESTIMATE OF COST FOR CONSTRUCTION OF THE
HIGHWAY 6 PEDESTRIAN BRIDGE OVERPASS PROJECT [NO. STP-U-
3715(14)-- 70-52].
WHEREAS, this project involves the construction of a pedestrian bridge overpass which spans
Highway 6; and
WHEREAS, this project was bid by the Iowa Department of Transportation (IDOT); and
WHEREAS, bids were accepted on February 11, 2000, at 9 a.m., Ames, Iowa at the Department
of Transportation; and
WHEREAS, notice of public hearing on the plans, specifications, form of contract and estimate of
cost for the construction of the above-named project was published as required by law, and the
hearing thereon held.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA
CITY, IOWA, THAT:
1. The plans, specifications, form of contract, and estimate of cost for the construction are
hereby approved.
Passed and approved this 2].st day of Na~-ch ,2000.
ApC :r
ATTEST: ;iT~~
CI LERK City Att~ney's Office
pweng/re,sfnw,/6brdg.doc
Resolution No. 00-109
Page 2
It was moved by Vanderhoef and seconded by 0'Donne'l '1 the Resolution be
adopted, and upon roll call them were:
AYES: NAYS: ABSENT:
X Champion
X Kanner
X Lehman
X O'Donnell
X Pfab
X Vanderhoef
X Wilbum
(319) 354-3040
SHIVE ]['tATTERY ( 00> ,98-3040
FAX: (319) 354-6921
http://www. shive-hattery. com
Shive-Hattery, Inc.
2834 Northgate Drive
March 15, 2000 ~o~va city, IA
52245-9568
Mr. Chuck Schmadeke
Director of Public Works
City of Iowa City
410 East Washington Street
Iowa City, Iowa 52240
RE: STP-U-3715(14)--70-52
Pedestrian Bridge over Highway 6 and CRANDIC Railroad
UI #97606
Dear Mr. Schmadeke:
Bids on the above project were received by the IDOT on February 11, 2000. The low base bid
was submitted by Iowa Bridge and Culvert of Washington, Iowa in the amount of $1,242,356.90.
The University of Iowa and Iowa Department of Transportation have decided to award the
contract to Iowa Bridge and Culvert. A revised budget has been approved by the Board of
Regents.
The approval of the plans by the City is a requirement due to the Federal Aid monies on the
project passing through the City. There is no cost to the City of Iowa City. Your favorable
consideration of both the plans and contract award is respectfully requested at the
March 21, 2000 council meeting.
It should be noted that a delay in approval of the two resolutions could require re-advertising and
bidding due to the time already expended in obtaining a revised budget as well as delay the
extensive utility relocation work required on the project.
Thank you for your assistance. Please advise if additional information is desired at this time.
Sincerely,
S2 FVP'~ INC.
Vice P esident ' ;'~
LFM/mas
Copy: JeffDavidson, City of Iowa City
George Hollins, UI D&C Services
Larry Wilson, UI Campus Planning
Phil Larson, S-H
197232-1
03/15/00 15:56 ~319 335 2722 DES&CONST SERV ~001/002
C-3(a)
THE UNIVERSI~ O~ IOWA
tnstitutionat Roads - Highway 6 Pedestria~ Overpass
Westlawn to International Center
ACTION REQUESTED: Approve revised budget
Revised Budaet
Preliminary Revised
Budaet Budclet
Design, Inspection and Administration
Consultants $ 212,990 212,990
Design & Construction Services 15,000 15,000
Construction 1.013.490 1,445,857
Contingencies 101 ,S20 72,153
TOTAL $ 1.343,000 $ 1.746,000
Source of Funds
Institutional Roads Funds $ 757,705 $ 1,160,705
U.S. Department of Transportation Grant 527,000 527,000
Treasurer:s Temporary Investments 58,295 58,295
TOTAL $_ 1,343,000 $ 1,746,000
Ex.~_~..J[Gation
This project is being accomplished with assistance and direct involvement of iowa Department
of Transportation (IDOT) and the City of Iowa City (City). The City is the lead agency for the
receipt of Federal grant funds for the project and the contracting party. Bids for the project
were received and opened by IDOT on February 11, 2000. Attached for informational purposes
is a tabulation of the bids. The low bid submitted by Iowa Bridge & Culvert, Inc., Washington,
iowa is considerably higher than the engineering estimate. The project engineer, Shive-Hattery,
}FIC., has indicated that the higher than expected bids are a result primarily of the degree of
difficulty and cost associated with the site relative tO structural concrete work. concrete clock
overlay, site access, utility ductbank and steel handrails. Inasmuch as a total of five bids were
received, the tow bid is considered a reasonable representation of the construction cost for the
project. In order to provide ade.quate funding for construction and related utility relocation
costs, a budget increase in the amount of $403,000 is required. The budget increase would be
will be awarded to Iowa Bridge & Culvert, Inc. by the City and assigned to thrill'
lk h\word\doCket',march200O\hwyerevised.~ec
03-24-oo
13
Prepared by: Kim Johnson, Public Works, 410 E. Washington St., Iowa City, IA 52240; 319-356-5139
RESOLUTION NO. 00-110
RESOLUTION AWARDING CONTRACT AND AUTHORIZING MAYOR TO SIGN AND
CITY CLERK TO ATTEST A CONTRACT FOR CONSTRUCTION OF THE HIGHWAY 6
PEDESTRIAN BRIDGE OVERPASS PROJECT [STP-U-3715( 14)-- 70-52]
WHEREAS, Iowa Bridge & Culvert, Inc. of Washington, Iowa, has submitted the lowest
responsible bid of 91 ,242,356.90 for the construction of the above-named project.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA CITY,
IOWA, THAT:
1. The contract for the construction of the above-named project is hereby awarded to
Iowa Bridge & Culvert, Inc. of Washington, Iowa, subject to the condition that
awardee secure adequate performance and payment bond and insurance certificates,
and subject to Federal Highway Administration concurrence.
2. The Mayor is hereby authorized to sign and the City Clerk to attest the contract for
the construction of the above-named project, subject to the condition that awardee
secure adequate performance and payment bond and insurance certificates, and
subject to concurrence by the Iowa Board of Regents and the Federal Highway
Administration.
day of Ma
It was moved by Vanderhoef and seconded by O'Donnel I the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Champion
X Kanner
X Lehman
X O'Donnell
X Pfab
X Vanderhoef
X Wilburn
Pweng\res%hw,/~bdge2.doc
14
Prepared by: Kim Johnson, 410 E. Washington St., Iowa City, IA 52240 (319) 356-5139
RESOLUTION NO. 00-111
RESOLUTION APPROVING AND AUTHORIZING EXECUTION OF AN
AGREEMENT WITH KROEGER-TIGGES L.C. AND COLLEGE TOWN
PARTNERS, AN IOWA PARTNERSHIP, FOR TEMPORARY USE OF PUBLIC
RIGHT-OF-WAY FOR A PORTION OF DUBUQUE STREET IN IOWA CITY,
IOWA.
WHEREAS, Kroeger-Tigges L.C. is the fee Owner of certain real estate described as Lot 6, Block
9, County Seat Addition, in Iowa City, Iowa and addressed as 522 S. Dubuque Street; and
WHEREAS, College Town Partners, an Iowa Partnership is in the process of purchasing certain
real estate described as Lot 6, Block 9, County Seat Addition, in Iowa City, Iowa and addressed
as 522 S. Dubuque Street and a May 1, 2000 dosing date is anticipated; and
WHEREAS, Kroeger-Tigges L.C. and College Town Partners, an Iowa Partnership, hereafter
"Owner and Purchaser," will be undertaking the construction of a multi-family complex located in
Iowa City, Iowa on real estate legally described Lot 6, Block 9, County Seat Addition; and
WHEREAS, during rezoning of this property, Planning and Zoning Commission requested that a
tree located within the Dubuque Street right-of-way to the west of the lot be protected from
construction activities; and
WHEREAS, Owner and Purchasers' construction will take place adjacent to their property along
the east edge of S. Dubuque Street; and
WHEREAS, Owner and Purchaser have requested the City permit the temporary closure of a
portion of the sidewalk on the east side of S. Dubuque Street between Harrison and Prentiss
Streets; and
WHEREAS, the City of Iowa City, Iowa is responsible for the care, supervision, and control of
public right-of-way; and
WHEREAS, the Department of Public Works has reviewed the proposed temporary closure of a
portion of the sidewalk on the east side of S. Dubuque Street between Harrison and Prentiss
Streets, and finds the temporary closure to be a minimal intrusion into the public right-of-way, and
also finds that such temporary closure is in the public interest; and
WHEREAS, an agreement for the temporary use of the Dubuque Street public right-of-way
containing certain conditions has been negotiated.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA
CITY, IOWA, THAT:
1. It is in the public interest to temporarily close a portion of a City sidewalk adjacent to Owner
and Purchaser's property along the east edge of S. Dubuque Street in Iowa City, Iowa in order
to comply with the Planning and Zoning Commission's request to protect a tree located within
Resolution No. 00-111
Page 2
the right-of-way. Such temporary sidewalk closing shall take effect beginning March 22, 2000
and end upon substantial completion of the construction, but no later than September 1, 2000.
2. The Agreement for Temporary Use of Public Right-of-Way attached hereto and incorporated
by reference herein is hereby approved as to form and content, and the Mayor is hereby
authorized to execute and the City Clerk to attest the Agreement for and on behalf of the City
of Iowa City, for recordation in the Johnson County Recorder's Office, at Owner and
Purchaser's expense.
Passed and approved this 21st day of March ,2000.
MAYOR
Ap by ~
It was moved by Vanderhoef and seconded by W~ ] burn the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Champion
X Kubby
X Lehman
X Norton
X O'Donnell
X Thornberry
X Vanderhoef
pweng/res/dubuque3. doc
Prepared by: Kim Johnson, 410 E. Washington St., Iowa City, IA 52240 (319) 356-5139
AGREEMENT FOR TEMPORARY USE OF PUBLIC RIGHT-OF-WAY BETWEEN
THE CITY OF IOWA CITY AND KROEGER-TIGGES L.C. AND COLLEGE
TOWN PARTNERS, AN IOWA PARTNERSHIP, FOR A PORTION OF DUBUQUE
STREET IN IOWA CITY, IOWA.
This Agreement is made by and between Kroeger-Tigges L.C, and College Town Partners, an
Iowa Partnership, and the City of Iowa City, Iowa, a municipal corporation, hereinafter referred to
as "City."
WHEREAS, Kroeger-Tigges L.C. is the fee Owner of certain real estate described as Lot 6, Block
9, County Seat Addition, in Iowa City, Iowa and addressed as 522 S. Dubuque Street; and
WHEREAS, College Town Partners, an Iowa Partnership is in the process of purchasing certain
real estate described as Lot 6, Block 9, County Seat Addition, in Iowa City, Iowa and addressed
as 522 S. Dubuque Street and a May 1,2000 closing date is anticipated; and
WHEREAS, Kroeger-Tigges L.C. and College Town Partners, an Iowa Partnership, hereafter
"Owner and Purchaser," will be undertaking the construction of a multi-family complex located in
Iowa City, Iowa on real estate legally described Lot 6, Block 9, County Seat Addition; and
WHEREAS, during rezoning of this property, Planning and Zoning Commission requested that a
tree located within the Dubuque Street right-of-way to the west of the lot be protected from
construction activities; and
WHEREAS, Owner and Purchasers' construction will take place adjacent to their property along
the east edge of S. Dubuque Street; and
WHEREAS, Owner and Purchaser have requested the City permit the temporary closure of a
portion of the sidewalk on the east side of S. Dubuque Street between Harrison and Prentiss
Streets; and
WHEREAS, the City of Iowa City, Iowa is responsible for the care, supervision, and control of
public right-of-way; and
WHEREAS, the Department of Public Works has reviewed the proposed temporary closure of a
portion of the sidewalk on the east side of S. Dubuque Street between Harrison and Prentiss
Streets, and finds the temporary closure to be a minimal intrusion into the public right-of-way, and
also finds that such temporary closure is in the public interest.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA
CITY, IOWA, THAT:
1. Kroeger-Tigges L.C. is the fee owner of certain real estate described as Lot 6, Block 9, County
Seat Addition in Iowa City, Iowa, and College Town Partners is in the process of purchasing
said real estate and Owner and Purchaser will be undertaking construction of a multi-family
complex located on this property along the east edge of S. Dubuque Street. In order to comply
with the Planning and Zoning Commission's request to protect a tree located within the
Dubuque Street right-of-way from construction activities, Owner and Purchaser have
requested the City permit the temporary closure of a portion of the sidewalk right-of-way on
the east side of S. Dubuque Street between Harrison and Prentiss Streets.
2
2. In consideration of the City's permission herein to temporarily close a City sidewalk during
construction of the complex as detailed in Attachment "A," Owner and Purchaser agree to
secure the construction site against pedestrian and public traffic by providing adequate traffic
control, by providing adequate signage, thereby ensuring public safety and the protection of
the tree.
3. In consideration of Owner and Purchasers' promises herein, the City agrees to allow Owner
and Purchaser to temporarily close a portion of the sidewalk right-of-way along the east side
of S. Dubuque Street between Harrison and Prentiss Streets adjacent to their property.
4. Owner and Purchaser agree to provide, keep in place, and maintain in good working condition
certain signage necessary to do the following:
a. route pedestrians;
b. provide advance warning; and
c. provide for the orderly and predictable movement of traffic.
All signage shall be in accordance with the Federal Highway Administration Manual on
Uniform Traffic Control Devices.
5. Owner and Purchaser agree to indemnify, defend, and hold harmless against any and all
claims for bodily injury, death, or property damage arising out of its actions and those of its
contractors, subcontractors, agents, employees, and assigns Owners' and Purchasers' use of
the public right-of-way under this agreement, specifically including any and all claims and/or
liabilities which may be alleged against the City as a result of its decision to allow Owner and
Purchaser to temporarily close a sidewalk adjacent to their property along S. Dubuque Street
as described herein. Owner and Purchaser further agrees to carry Class II liability insurance in
the minimum amounts of $500,000 each occurrence, $1 million aggregate bodily injury, and
$250,000 aggregate property damage with contractual liability coverage included. Owner and
Purchaser shall furnish a certificate of insurance evidencing said valid insurance coverage to
City, which certificate must be satisfactory to the City.
6. After the complex construction is complete, Owner and Purchaser agree to restore any and all
portions of the sidewalk and right-of-way to its pre-construction conditions, to the City's
complete satisfaction. City and Owner and Purchaser agree this Temporary Agreement shall
be in effect beginning March 22, 2000 and end upon substantial completion of the work, but
no later than September 1, 2000.
7. Notwithstanding the above, Owner and Purchaser agree to cease and desist their temporary
use and closure of the public sidewalk right-of-way and to remove any and all obstructions
from said right-of-way when any one of the following events occurs:
a. A breach of this agreement;
b. The use of the property changes and/or the temporary use of the public right-of-way is no
longer needed or appropriate, as determined by the City.
If Owner and Purchaser fails to remove any obstructions, barricades, or signage from the
public right-of-way as required in this paragraph, the City may remove the obstructions,
barricade or signage, and the cost thereof shall be billed to owner for payment to City. Upon
Owners' and Purchasers' failure to pay said billing, the removal costs shall be certified to
Johnson County as a statutory lien and assessed against the property and collected in the
same manner as a property tax, as provided in Section 364.12(2)(e), Iowa Code (1999).
', 3
8. Owner and Purchaser acknowledge and agree that no property fight is conferred by this grant
of permission to use the public fight-of-way; that the City is not empowered to grant a
permanent use of its right-of-way for private purposes; and, notwithstanding Paragraph 7, that
the City may order the said temporary use terminated at any time if, for any reason, the City
Council determines that the property is needed for a public use and should be cleared of any
and all obstructions.
9. This Agreement shall constitute a covenant running with the land, and shall be binding upon
and shall inure to the benefit of the respective heirs, successors in interest, and assigns of
both parties.
Passed and approved this 21st day of March ,2000.
CITY OF IOWA CITY OWNERS
Ernest W. Lehman, Mayor Y~hip Partners,
STATE OF IOWA )
) ss:
JOHNSON COUNTY )
On this ~3.--~ day of D(~,..,,-....~. , A.D. 20 ~>~ before me, the
undersigned, a notary public in and for the State of Iowa, personally appeared drnest W. Lehman
and Marian K. Karr, to me personally known, who being by me duly sworn, did say that they are
the Mayor and City Clerk, respectively, of said municipal corporation executing the within and
foregoing instrument; that the seal affixed thereto is the seal of said municipal corporation; that
said instrument was signed and sealed on behalf of said municipal corporation by authority of its
City Council; and that the said Mayor and City Clerk as such officers acknowledged that the
execution of said instrument to be the voluntary act and deed of said corporation, by it and by
them voluntarily executed.
My commission expires:
4
STATE OF IOWA ) "
) ss:
JOHNSON COUNTY )
Onthis ~, dayof .k.~0J..t.,k- ,A. 2000, eforeme. theundersigned, a Notary Public in and
for lhe Stale 6f Iowa, F~monally al~peared f..,~~ . , , Io me personally
t~at said inst~ was signed on bghalf ~f the ~aid limited lia~m~b~Fi[y Of ~s managers
and the said ~ ~Q ackn ,~g e execu ' of said instrume e the volunta~
act and deed ~f said limited liability com~ it exec .
Nj:ta~ ~ a~ for the State 0',~ ' '
My commission expires:
STATE OF IOWA )
) ss:
JOHNSON COUNTY )
On this ~ day of IV~/~IZC. FI ,20 CKD, before me, the undersigned, a Notary Public in and for
the State of Iowa, personally appeared :]"E:I:::I::: C J tq-I;?.i,( and , to
me personally known, who being by me duly sworn, did say that the person is one of the padnets of
e~l Er--~l~ "[",-.n~'[~ltl-,'u:;/L:~ an Iowa General/Limited Padnership, and that the instrument was signed on
behalf of the padnership by authority of the partners; and the partner(s) acknowledged the execution of the
instrument to be thevoluntary act and deed of the partnership by it and by the partner(s) voluntarily executed.
My Commission Expires Notary Pul:,,i~: in and for th of Iowa
,~w, August 31, 2001
My commission expires:
8-sl-ol
pweng/agt/dubuque3.doc
· > ATTACHMENT "A" ~ ~'~
· ,;. '..~~
"' Centerline Dubuque St -~"
I'
-(
maml
! I ~~ i
I
Prepared by: Ron Knoche, Engineering, 410 E. Washington St., Iowa City, IA 52240 (319) 3565138
RESOLUTION NO. 00-].12
RESOLUTION TEMPORARILY CLOSING A PORTION OF MADISON STREET
RIGHT-OF-WAY AND AUTHORIZING THE EXECUTION OF AN AGREEMENT FOR
TEMPORARY USE OF PUBLIC RIGHT-OF-WAY BETWEEN THE CITY OF IOWA
CITY AND THE UNIVERSITY OF IOWA.
WHEREAS, the University will be constructing a chilled watermain to the University of Iowa Lindquist
Center in the Madison Street right-of-way; and
WHEREAS, the University and City desire to secure the construction site against pedestrian and
vehicular traffic during construction along Madison Street between its intersections with Washington
Street and Burlington Street; and
WHEREAS, the parties acknowledge the City's and University's need to assure a safe construction
site at a properly safe distance from traffic, so as not to endanger lives or property; and
WHEREAS, an agreement for the temporary use of public right-of-way containing such conditions
has been prepared and is attached to this resolution.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA CITY,
IOWA, THAT:
1. It is in the public interest to temporarily close a portion of Madison Street right-of-way in Iowa
City, Iowa in order to assure a safe construction site for the University of Iowa and thereby
ensure public safety.
2. The following public right-of-way shall be temporarily closed:
There will be three phases of traffic control for this project. These details are included in the
attached agreement for temporary use of public right-of-way. Two lanes of traffic, one lane
northbound and one lane southbound, shall be maintained at all times. This temporary
closure shall begin no sooner than April 1, 2000 and ending no later than July 14, 2000.
3. The agreement for temporary use of public right-of-way attached hereto is hereby approved
as to form and content, and the Mayor is hereby authorized to execute and the City Clerk to
attest said agreement for and on behalf of the City of Iowa City for recordation in the Johnson
County Recorder's Office, at University expense.
Passed and approved this 2].st day of Ma~- ,2000.
A loved by ~.(~~
CI City Attomey's Office
Resolution No. 00-112
Page 2
It was moved by Champion and seconded by Pfab the Resolution be
adopted, and upon roll call them were:
AYES: NAYS: ABSENT:
X Champion
X Kanner
X Lehman
X O'Donnell
X Pfab
X Vanderhoef
X Wilburn
Prepared by: Ron Knoche, Engineering, 410 E. Washington St., Iowa City, IA 52240 (319) 356-5138
AGREEMENT FOR TEMPORARY USE OF PUBLIC RIGHT-OF-WAY
BETWEEN THE CITY OF IOWA CITY AND THE UNIVERSITY OF IOWA
This Agreement is made between the Univereity of Iowa ("University") and the City of Iowa City,
Iowa, a municipal corporation ("City").
WHEREAS, the University will be constructing a chilled watermain to the University of Iowa Lindquist
Center in the Madison Street right-of-way; and
WHEREAS, the University and City desire to secure the construction site against pedestrian and
vehicular traffic during construction along Madison Street between its intersection with Washington
Street and Burlington Street.
WHEREAS, the parties acknowledge the City's and University's need to assure a safe construction
site at a prepedy safe distance from traffic, so as not to endanger lives or property; and
Now, therefore, in mutual consideration of the premises herein, the University and City agree as
follows:
1. The University is directing construction work at the University of Iowa Lindquist Center in the
the Madison Street right-of-way in Iowa City, Iowa. Because construction will take place
adjacent to the Madison Street right-of-way, it is in the best interests of both the University
and the City to temporarily close a portion of Madison Street right-of-way in order to safely
accommodate said construction.
2. In order to protect the construction area from traffic, and also to protect the pedestrian traffic
from the construction site, City agrees to temporarily dose a portion of Madison Street right-
of-way, namely:
Two lanes between Washington Street and Burlington Street. Two lanes, one northbound
and one southbound, shall be maintained at all times.
In consideration of the University's use of Madison Street right-of-way dudng construction, the
University agrees to secure its construction site against pedestrian and vehicular traffic by
providing adequate traffic control, and by fencing all open excavations while the contractor is
not working.
The University further agrees to provide and keep in place, and maintain in good working
condition, signage necessary to:
a) Route pedestrians.
b) Provide advance warning.
c) Provide for the orderly and predictable movement of vehicular traffic.
2
All signage shall be in accordance with the Federal Highway Administration Manual on
Uniform Traffic Control Devices. Exhibit 'A' shows the area of closure for Phase 1. Exhibit 'B"
shows the area of closure for Phase 2. Exhibit 'C" shows the closure for Phase 3.
3. The parties agree that this agreement shall be in effect for this project starting no sooner than
Apdl 1, 2000, and end no later than July 14, 2000.
4. After construction is completed, University agrees to restore all rights-of-way to the City's
complete satisfaction.
5. This ~greement shall be recorded in the Johnson County Recorders Office, at University
expense.
6. University shall assume responsibility for and indemnify and hold City harmless from all
claims, damages, and/or liability, including reasonable attorney's fees, arising from
University's use of the Madison Street right-of-way hereunder to the full extent permitted by
Chapter 669, Code of Iowa (1997).
Dated and signed this z/ day of /vl.a. rck ,2000.
CITY OF IOWA CITY, IOWA UNIVERSITY OF IOWA
W. Lehman, M;~yor -.,' By. Mic ~Fin ss Mana en~ga~rv~r
ATTEST:Mada~K. Karr, City Clerk ATTEST:
STATE OF IOWA )
) ss:
JOHNSON COUNTY )
On this ~ ! day of /vlc,.,.-c_h , 2000, before me, -_~on~/r-c.~_
For,+ , a Notary Public in and for the State of Iowa, personally appeared
Ernest W. Lehman and Marian K. Karr, to me personally known, and, who, being by me duly swom,
did say that they are the Mayor and City Clerk, respectively, of the City of Iowa City, Iowa; that the
seal affixed to the foregoing instrument is the corporate seal of the corporation, and that the
instrument was signed and sealed on behalf of the corporation, by authority of its City Council, as
contained in (Ordin.~nc~-) (Resolution) No. o~- I I 7-- passed by the City Council, on the
day of A4c~,-c_J,. ,2000, and that Emest W. Lehman and Marian K.
Karr acknowledged the execution of the instrument to be their voluntary act and deed and the
voluntary act and deed of the corporation, by it voluntarily executed.
Notary Public in and for the State of Iowa
v'rl~ G,n~,~,,z.~,.~-~'~T,i.v~:
STATE OF IOWA )
) SS:
JOHNSON COUNTY )
o, this \ L~-~, day of~C~.~-~ ~,2000, ~,fore .~e,
L_'~%c...'~'- y~.,.-~%~ , a Nota~ Public in and br the State of Iowa, ~monally ap~amd
Michael J. Finnegan and Douglas M. Young, to me ~monally kno~, and, ~o, ~ing by me duly
sworn, did say that they are the Univemi~ Business Manager and Se~eta~ of the Business ~,
ms~ively; that they have authority to a~ and am a~ing on ~half of the Univemity of Iowa, as
provided by and that as such these ~mons did execute the foregoing
instrument as the volunta~ act and dee~ of the Univemity of Iowa, for and on ~half of the State of
Iowa Board of Regents.
Not r the State of Iowa
~J.~
Approved by Nota~ Publ~ - ~A~ OF IOWA
City A~orney's Office
pweng/agt/lindqui st. doc
"""""i i~''~' ,
.,.;,, ,,.,,. ...... .;_
. ,',',,, .....,
PHASE III - TRAFFIC CONTROL
Prepared by: Maggie Grosvenor, ICHA, 410 E. Washington St., Iowa City, IA 52240 (319) 356-5407
RESOLUTION NO. 00-113
RESOLUTION APPROVING THE IOWA CITY HOUSING AUTHORITY'S 5-YEAR
PLAN AND ANNUAL PLAN.
WHEREAS, the City Council of the City of Iowa City functions as the Iowa City Housing Authority
and the Department of Housing and Urban Development requires adoption of a 5-Year Plan and
Annual Plan; and
WHEREAS, the 5-Year Plan describes the mission of the agency and the agency's long range
goals and objectives for achieving its mission.
WHEREAS, the Annual Plan provides details about the agency's immediate operations,
program participants, programs and services, and the agency's strategy for handling operational
concerns, residents' concerns and needs, programs and services for the upcoming fiscal year.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA CITY,
IOWA:
1. That the Iowa City Housing Authority's 5-Year Plan and Annual Plan required by the Quality
Housing and Work Responsibility Act of 1998 be approved.
2. That the City Clerk is hereby authorized and directed to certify appropriate copies of this
resolution together with any necessary certifications as may be required by the Department of
Housing and Urban Development.
Passed and approved this 21st day of March ,2000.
ATTEST:
CI ERK City Attc~ney's Office
It was moved by Vanderhoef and seconded by 0' Donne'l ] the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Champion
X Kanner
× Lehman
X O'Donnell
X Pfab
X Vanderhoef
X Wilburn
hisasstVes\8approv.doc
czrr oF zow czrr MEMORANDUM
To: City Council Members
From: Stephanie Hubler
Date:March 16, 2000
Re: Iowa City Housing Authority' s 5-Year and Annual Plan
Please note, since the public hearing was held on March 7th, minor changes have been made to help clarify parts of
the Iowa City Housing Authority' s 5-Year Plan and Annual Plan. There have been no substantive changes.
Attached are revised drafts of both plans.
The goals and objectives remain the same for the 5-Year Plan. However, there has been additional information added
as reference for measure(s) of success for the goals/objectives stated.
The Annual Plan is much longer than the 5-Year Plan. Therefore, I have included a reference sheet that lists the
sections where changes have occurred.
Also, there are several sections in the plans that are not required or do not pertain to the Iowa City Housing
Authority. These sections have been marked "Non Applicable" to help avoid any confusion.
Changes have been made to the following sections of the Annual Plan
Page numbers given are for the revised draft.
ii. Executive Summary -page 1
Explains why Executive Summary is no longer required.
iii. Table of Contents - added page numbers - pages 1-2 Attachments - named attachments -page 2
Supporting Documents - adds that A & O Policy will be revised FY2001 -page 2-3
1 (A) Housing Needs
Some changes in the Housing Needs Table -page 5
Specifies where sources of information can be found for public inspection - page 6
I(B) Housing Needs of Families on the Waiting List
Added Annual Turnover numbers - page 7-8
1 (C) Strategies for addressing needs - page ! 1
Families with Disabilities - Added voucher program for persons with disabilities
2. Statement of Financial Resources - page 13
Added dollar amount for TBRA funds.
3(B)(2) Added additional agencies where persons interested in Section 8 could go to apply -page 21
3(13)(4) deleted victims of domestic violence as a Federal preference - page 22
4(A)( 1 ) clarifies discretionary policies with earned income - pages 24-25
4(B)(2) discretionary minimum rent hardship policies -page 28
Added that the ICHA Administration Plan will include this when it is updated for FY2001
6. Grievance Procedures -page 30
Although not required, this section was completed.
7(A)( 1 ) Capital Fund Program Annual Statement - page 31
Added explanation that because Capital Fund is new, the ICHA is attaching their CIAP
Budget/Progress Report instead.
7(A)(2) Optional 5-Year Action Plan -page 32
Stated that the 5-Year Action Plan is for large capital improvements and that because the ICHA does
not have large capital improvements planned they are attaching a copy of their 2-Year Plan instead.
7(B) Checked boxes for last two questions "no" -page 33
10(B) & 10(C) stated these sections as "Non Applicable"-page 36
12. Community Service and Self Sufficiency Programs - pages 38-42
High performing and small PHAs were not required to complete this section until recently.
Also, please note there are several sections that are not required or do not pertain to the ICHA. These
sections have been marked "Non Applicable".
U.S. Department of Housing and Urban Development
Office of Public and Indian Housing
PHA Plans
5 Year Plan for Fiscal Years 2000 - 2004
Annual Plan for Fiscal Year 2000
DRAFT COPY
REVISED 3/16/00
HUD 50075
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PHA Plan
Agency Identification
PHA Name: Iowa City Housing Authority (ICHA)
PHA Number: IA022
PHA Fiscal Year Beginning: (mm/yyyy) 07/2000
Public Access to Information
Information regarding any activities outlined in this plan can be obtained by
contacting: (select all that apply)
Main administrative office of the PHA
PHA development management offices
["] PHA local offices
Display Locations For PHA Plans and Supporting Documents
The PHA Plans (including attachments) are available for public inspection at: (select all
that apply)
Main administrative office of the PHA
PHA development management offices
PHA local offices
Main administrative office of the local government
['] Main administrative office of the County government
Main administrative office of the State government
Public library
PHA website - upon completion
Other (list below)
PttA Plan Supporting Documents are available for inspection at: (select all that apply)
[] Main business office of the PHA
['] PHA development management offices
["] Other (list below)
PHA Identification Section, Page 1
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5-Year Plan
5-YEAR PLAN
PHA FISCAL YEARS 2000 - 2004
[24 CFR Part 903.5]
A. Mission
State the PHA's mission for serving the needs of low-income, very low income, and extremely low-income
families in the PHA's jurisdiction. (select one of the choices below)
["] The mission of the PHA is the same as that of the Department of Housing and
Urban Development: To promote adequate and affordable housing, economic
opportunity and a suitable living environment free from discrimination.
The PHA's mission is: (state mission here)
The mission of the PHA is to act as a community leader on affordable housing by
providing information and education, housing assistance, and public and private
partnership opportunities to help improve the quality of life for those we serve.
B. Goals
The goals and objectives listed below are derived from HUD's strategic Goals and Objectives and those
emphasized in recent legislation. PHAs may select any of these goals and objectives as their own, or
identify other goals and/or objectives. Whether selecting the HUD-suggested objectives or their own,
PHAS ARE STRONGLY ENCOURAGED TO IDENTIFY QUANTIFIABLE MEASURES OF
SUCCESS IN REACHING THEIR OBJECTIVES OVER THE COURSE OF THE 5 YEARS.
(Quantifiable measures would include targets such as: numbers of families served or PHAS scores
achieved.) PHAs should identify these measures in the spaces to the right of or below the stated objectives.
The measure(s) of success for reaching each goal/objective below is referenced.
Reference(s) are to the right or below of each item and include one or more of the
following documents,' Public Housing Management Assistance Program (PHMAP),
Public Housing Assessment System (PHAS), Section 8 Management Assessment Program
(SEMAP), ICHA Annual Plan, ICHA Administration Plan, Iowa City's Consolidated
Plan (CITY STEPS), Family Self Sufficiency Program (FSS), Affordable Dream Home
Ownership Program (ADHOP), and the Tenant Ownership Program (TOP)
PHMAP evaluates the PHA 's performance in managing public housing. The ICHA has
been recognized through its past and existing PHMAP scores as a high performing PHA.
PHAS is a new program that replaces PHMAP and goes into effect July I, 2000. Under
the PHAS, HUD evaluates a PHA based on four key indicators: (1) The physical
condition of the PHA properties; (2) the PHA 's ~nancial condition; (3) the PHA ~
management operations; and (4) the resident assessment of the PHA's performance.
5 Year Plan Page 1
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SEMAP is also a new program that will go into effect duly 1, 2000. The purpose of
SEMAP is to measure PHA management performance in 14 key areas of the Section 8
tenant-based programs. These 14 indicators are (1) Selection from the Waiting List; (2)
Rent Reasonableness; (3) Determination of Adjusted Income; (4) Utility Allowance
Schedule; (5)HQS Quality Control Inspections; (6) HQS Enforcement,' (7)Expanding
Housing Opportunities; (8) Fair Market Rent limit and Payment Standard,' (9) Annual
Reexaminations; (10) Correct Tenant Rent Calculations; (l l) Pre-Contract HQS
Inspections; (12) Annual HQS Inspections,' (13) Lease-Up; (14) Family Self Sufficiency
(FSS) Enrollment and Escrow Accounts.
The ICHA's Annual Plan provides details about the agency's immediate operations,
program participants, programs and services, and the agency's strategy for handling
operational concerns, resident's concerns and needs, programs and services for the
upcoming fiscal year.
CITY STEPS defines the City of Iowa City's policies and strategies for providing
assistance to Iowa City's low-income population over the next five years.
HUD Strategic Goal: Increase the availability of decent, safe, and affordable
housing.
[] PHA Goal: Expand the supply of assisted housing
Objectives:
Apply for additional rental vouchers: See Annual Plan's strategies for
addressing housing needs
[] Reduce public housing vacancies: See PHAS/PHMAP
Leverage private or other public funds to create additional housing
opportunities: Affordable Dream Home Ownership Program (ADHOP)
[~] Acquire or build units or developments
Other (list below)
PHA Goal: Improve the quality of assisted housing
Objectives:
E] Improve public housing management: See PHAS/PHMAP
[5;~] Improve voucher management: See SEMAP
[~ Increase customer satisfaction: See PHAS/PHMAP
[] Concentrate on efforts to improve specific management functions:
(list; e.g., public housing finance; voucher unit inspections) See SEMAP
and PHAS/PHMAP
1"] Renovate or modemize public housing units:
W] Demolish or dispose of obsolete public housing:
I"] Provide replacement public housing:
W] Provide replacement vouchers:
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['] Other: (list below)
[] PHA Goal: Increase assisted housing choices
Objectives:
['] Provide voucher mobility counseling:
[] Conduct outreach efforts to potential voucher landlords: See Annual
Plan's strategies for addressing housing needs.
Increase voucher payment standards: See Annual Plan's strategies for
addressing housing needs.
Implement voucher homeownership program: See Annual Plan's
strategies for addressing housing needs.
['] Implement public housing or other homeownership programs:
Implement public housing site-based waiting lists:
Convert public housing to vouchers:
[]Other: (list below)
Continue offering existing home ownership programs and implement
additional ones. See Affordable Dream Home Ownership Program
(ADHOP) and the Tenant Ownership Program (TOP).
I-IUD Strategic Goal: Improve community quality of life and economic vitality
PHA Goal: Provide an improved living environment
Objectives:
["] Implement measures to deconcentrate poverty by bringing higher income
public housing households into lower income developments:
E2] Implement measures to promote income mixing in public housing by
assuring access for lower income families into higher income
developments:
[] Implement public housing security improvements: See PHAS/PHMAP
E5i3 Designate developments or buildings for particular resident groups
(elderly, persons with disabilities): Applied and received 100 mainstream
vouchers for people with disabilities. Also, continuously working with
others to provide handicap accessible units.
['] Other: (list below)
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HUD Strategic Goal: Promote self-sufficiency and asset development of families
and individuals
[] PHA Goal: Promote self-sufficiency and asset development of assisted
households.'
Promoted through new Family Self Sufficiency Program (FSS Program). See
Annual Plan and SEMAP.
Objectives:
Increase the number and percentage of employed persons in assisted
families
Provide or attract supportive services to improve assistance recipients'
employability
ES;~] Provide or attract supportive services to increase independence for the
elderly or families with disabilities.
Other: (list below)
Encourage increased savings for families through FSS escrow savings
program
HUD Strategic Goal: Ensure Equal Opportunity in Housing for all Americans
PHA Goal: Ensure equal opportunity and affirmatively further fair housing
Objectives:
The ICHA meets HUD's fair housing requirements and works with the City of
Iowa City's Human Rights Department. See the Annual Plan, ICHA's
Administration Plan, and the Iowa City's Consolidated Plan (CITY STEPS).
Objectives:
Undertake affirmative measures to ensure access to assisted housing
regardless of race, color, religion national origin, sex, familial status, and
disability
Undertake affirmative measures to provide a suitable living environment
for families living in assisted housing, regardless of race, color, religion
national origin, sex, familial status, and disability
Undertake affirmative measures to ensure accessible housing to persons
with all varieties of disabilities regardless of unit size required
[22] Other: (list below)
Other PHA Goals and Objectives: (list below)
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Annual Plan
Annual PHA Plan
PHA Fiscal Year 2000
[24 CFR Part 903.7]
i. Annual Plan TVDe:
Select which type of Annual Plan the PHA will submit.
[] Standard Plan
Streamlined Plan:
High Performing PHA
Small Agency (<250 Public Housing Units)
Administering Section 8 Only
U'~ Troubled Agency Plan
ii. Executive Summary of the Annual PHA Plan
[24 CFR Part 903.7 9 (r)]
Provide a brief overview of the information in the Annual Plan, including highlights of major initiatives
and discretionary policies the PHA has included in the Annual Plan.
NOT APPLICABLE
As permitted by the Final Rule. PHAs are not required to provide an Executive Summary (see
notice PIH 99-51).
iii. Annual Plan Table of Contents
I24 CFR Part 903.7 9 (r)]
Provide a table of contents for the Annual Plan, including attachments, and a list of supporting
documents available for public inspection.
Table of Contents
Page #
Annual Plan
i. Executive Summary 1
ii. Table of Contents 1
1. Housing Needs 5
2. FinancialResources 13
3. Policies on Eligibility, Selection and Admissions 14
4. Rent Determination Policies 24
5. Operations and Management Policies 28
6. Grievance Procedures 29
7. Capital Improvement Needs 30
8. Demolition and Disposition 33
9. Designation of Housing 34
10. Conversions of Public Housing 35
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11. Homeownership 36
12. Community Service Programs 38
13. Crime and Safety 42
14. Pets (Inactive for January 1 PHAs) 44
15. Civil Rights Certifications (included with PHA Plan Certifications) 44
16. Audit 44
17. Asset Management 45
18. Other Information 45
Attachments
Indicate which attachments are provided by selecting all that apply. Provide the attachment's name (A,
B, etc.) in the space to the left of the name of the attachment. Note: If the attachment is provided as a
SEPARATE file submission from the PHA Plans file, provide the file name in parentheses in the space
to the right of the title.
Required Attachments:
[23 Admissions Policy for Deconcentration - Because this is not a problem in this
area, the ICHA does not have an Admissions Policy for de-concentration
at this time. See Iowa City Consolidated Plan (CITY STEPS)
Cii53 FY 2000 Capital Fund Program Annual Statement -
Because Capital Fund Program is new, attached in its place is the ICHA 's
CIAP Budget/Progress Report (IAO22-aO1)
[Z] Most recent board-approved operating budget (Required Attachment for PHAs
that are troubled or at risk of being designated troubled ONLY)
NOT APPLICABLE
Optional Attachments:
[5;i3 PHA Management Organizational Chart (IA022-c01)
["3 FY 2000 Capital Fund Program 5 Year Action Plan
The 5- Year Action Plan is for large capital improvements only. Because the
ICHA does not have any large capital improvements, attached instead is a
2-Year Plan. (IAO22-bO1).
[Z] Public Housing Drug Elimination Program (PHDEP) Plan
E] Comments of Resident Advisory Board or Boards are attached. (IA022-d01)
["] Other (List below, providing each attachment name)
Supporting Documents Available for Review
Indicate which documents are available for public review by placing a mark in the "Applicable & On
Display" column in the appropriate rows. All listed documents must be on display if applicable to the
program activities conducted by the PHA.
List of Supporting Documents Available for Review
Applicable Supporting Document Applicable Plan
& Component
On Display
X PHA Plan Certifications of Compliance with the PHA Plans 5 Year and Annual Plans
and Related Regulations
X State/Local Government Certification of Consistency with 5 Year and Annual Plans
FY 2000 Annual Plan Page 2
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List of Supporting Documents Available for Review
Applicable Supporting Document Applicable Plan
& Component
On Display
the Consolidated Plan
X Fair Housing Documentation: 5 Year and Annual Plans
Records reflecting that the PHA has examined its programs
or proposed programs, identified any impediments to fair
housing choice in those programs, addressed or is
addressing those impediments in a reasonable fashion in view
of the resources available, and worked or is working with
local jurisdictions to implement any of the jurisdictions'
initiatives to affirmatively further fair housing that require
the PHA's involvement.
X Consolidated Plan for the jurisdiction/s in which the PHA is Annual Plan:
located (which includes the Analysis of Impediments to Fair Housing Needs
Housing Choice (AI))) and any additional backup data to
support statement of housing needs in the jurisdiction
X Most recent board-approved operating budget for the public Annual Plan:
housing program Financial Resources;
X Public Housing Admissions and (Continued) Occupancy Annual Plan: Eligibility,
Policy (A&O), which includes the Tenant Selection and Selection, and Admissions
Assignment Plan [TSAP] Policies
X Section 8 Administrative Plan Annual Plan: Eligibility,
Selection, and Admissions
Policies
Public Housing Deconcentration and Income Mixing Annual Plan: Eligibility,
Documentation: Selection, and Admissions
1. PHA board certifications of compliance with Policies
deconcentration requirements (section 16(a) of the US
Housing Act of 1937, as implemented in the 2/18/99
Quality Housing and Work Responsibility Act Initial
Guidance,' Notice and any further HUD guidance) and
2. Documentation of the required deconcentration and
income mixing analysis
X Public housing rent determination policies, including the Annual Plan: Rent
methodology for setting public housing flat rents Determination
[~ check here if included in the public housing
A & O Policy (will be included when A & 0 is
revised for FY2001)
X Schedule of flat rents offered at each public housing Annual Plan: Rent
development Determination
[Z] check here if included in the public housing
A & O Policy (will be included when A & 0 is
revised for FY2001,)
X Section 8 rent determination (payment standard) policies Annual Plan: Rent
[Z] check here if included in Section 8 Determination
Administrative Plan
X Public housing management and maintenance policy Annual Plan: Operations
documents, including policies for the prevention or and Maintenance
FY 2000 Annual Plan Page 3
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List of Supporting Documents Available for Review
Applicable Supporting Document Applicable Plan
& Component
On Display
eradication of pest infestation (including cockroach
infestation)
X Public housing grievance procedures Annual Plan: Grievance
D check here if included in the public housing Procedures
A & O Policy (will be included when A & 0 is
revised for FY2001)
X Section 8 informal review and hearing procedures Annual Plan: Grievance
D check here if included in Section 8 Procedures
Administrative Plan
N/A The HUD-approved Capital Fund/Comprehensive Grant Annual Plan: Capital Needs
Program Annual Statement (HUD 52837) for the active grant
year
X Most recent CIAP Budget/Progress Report (HUD 52825) for Annual Plan: Capital Needs
any active CIAP grant
N/A Most recent, approved 5 Year Action Plan for the Capital Annual Plan: Capital Needs
Fund/Comprehensive Grant Program, if not included as an
attachment (provided at PHA option)
N/A Approved HOPE VI applications or, if more recent, Annual Plan: Capital Needs
approved or submitted HOPE VI Revitalization Plans or any
other approved proposal for development of public housing
N/A Approved or submitted applications for demolition and/or Annual Plan: Demolition
disposition of public housing and Disposition
N/A Approved or submitted applications for designation of public Annual Plan: Designation of
housing (Designated Housing Plans) Public Housing
N/A Approved or submitted assessments of reasonable Annual Plan: Conversion of
revitalization of public housing and approved or submitted Public Housing
conversion plans prepared pursuant to section 202 of the
1996 HUD Appropriations Act
X Approved or submitted public housing homeownership Annual Plan:
programs/plans Homeownership
N/A Policies governing any Section 8 Homeownership program Annual Plan:
[22] check here if included in the Section 8 Homeownership
Administrative Plan
N/A Any cooperative agreement between the PHA and the TANF Annual Plan: Community
agency Service & Self-Sufficiency
In Progress FSS Action Plan/s for public housing and/or Section 8 Annual Plan: Community
Service & Self-Sufficiency
X Most recent self-sufficiency (ED/SS, TOP or ROSS or other Annual Plan: Community
resident services grant) grant program reports Service & Self-Sufficiency
N/A The most recent Public Housing Drag Elimination Program Annual Plan: Safety and
(PHEDEP) semi-annual performance report for any open Crime Prevention
grant and most recently submitted PHDEP application
(PHDEP Plan)
X The most recent fiscal year audit of the PHA conducted Annual Plan: Annual Audit
trader section 5(h)(2) of the U.S. Housing Act of 1937 (42 U.
S.C. 1437c(h)), the results of that audit and the PHA's
response to any findings
FY 2000 Annual Plan Page 4
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List of Supporting Documents Available for Review
Applicable Supporting Document Applicable Plan
& Component
On Display
N/A Troubled PHAs: MOA/Recovery Plan Troubled PHAs
Other supporting documents (optional) (specify as needed)
(list individually; use as many lines as necessary)
1. Statement of Housin~ Needs
[24 CFR Part 903.7 9 (a)]
A. Housing Needs of Families in the Jurisdiction/s Served by the PHA
Based upon the information contained in the Consolidated Plan/s applicable to the jurisdiction, and/or
other data available to the PHA, provide a statement of the housing needs in the jurisdiction by
completing the following table. In the "Overall" Needs column, provide the estimated number of tenter
families that have housing needs. For the remaining characteristics, rate the impact of that factor on the
housing needs for each family type, from 1 to 5, with 1 being "no impact" and 5 being "severe impact."
Use N/A to indicate that no information is available upon which the PHA can make this assessment.
Housing Needs of Families in the Jurisdiction
by Family Type
Family Type Overall Afi~>rd- Supply Quality Access- Size Loca-
ability ibility tion
Income <= 30% 3742 5 5 1 1 5 1
of AMI
Income >30% but 2725 4 4 1 1 4 1
<=50% of AMI
Income >50% but 2611 2 2 1 1 1 1
<80% of AMI
Elde~y 596 3 5 1 1 3 1
Families with Not 5 5 1 1 3 1
Disabilities available
C au c as i an 57.4 % N/A N/A N/A N/A N/A N/A
Black 15.8% N/A N/A N/A N/A N/A N/A
Hispanic 3.4% N/A N/A N/A N/A N/A N/A
Native American 0.3% N/A N/A N/A N/A N/A N/A
Asi an 0.5 % N/A N/A N/A N/A N/A N/A
Unknown or 22.6% N/A N/A N/A N/A N/A N/A
Other Race
FY 2000 Annual Plan Page 5
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What sources of information did the PHA use to conduct this analysis? (Check all that
apply; all materials must be made available for public inspection.)
These materials are available at the Iowa City Civic Center and the Iowa City
Housing Authority.
Consolidated Plan of the Jurisdiction/s
Indicate year: 2001-2006
U.S. Census data: the Comprehensive Housing Affordability Strategy
CCHAS") dataset: 1990 US Census & 1996 Special Census for the City of
Iowa City
American Housing Survey data
Indicate year:
[] Other housing market study
Indicate year: Maxfield Research 1998 Housing Market Analysis
[] Other sources: (list and indicate year of information)
Race/Ethnicity percentages were based on the number of adult individuals
sheltered in Iowa City's emergency shelters. 65% or more of these individuals
are from places other than Johnson County. This information came from Iowa
Consolidated Plan (City Steps).
B. Housing Needs of Families on the Public Housing and Section 8
Tenant- Based Assistance Waiting Lists
state the housing needs of the families on the PHA's waiting list/s. Complete one table for each type
of PHA-wide waiting list administered by the PHA. PHAs may provide separate tables for site-
based or sub-jurisdictional public housing waiting lists at their option.
Housing Needs of Families on the Waiting List
As of 12/3/99
(Note: Due to rounding, the total may exceed 100°~ in some cases)
Waiting list type: (select one)
Section 8 tenant-based assistance
Public Housing
['] Combined Section 8 and Public Housing
Public Housing Site-Based or sub-jurisdictional waiting list (optional)
If used, identify which development/subjurisdiction:
FY 2000 Annual Plan Page 6
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Housing Needs of Families on the Waiting List
As of 12/3/99
(Note.' Due to rounding, the total may exceed 100% in some cases)
# of families % of total families Annual Turnover
(1999)
Waiting list total 393 30
Extremely low Unavailable Unavailable
income <=30% AMI
Very low income Unavailable Unavailable
(>30% but <=50%
AMI)
Low income None None
(>50% but <80%
AMI)
Families with 211 53.69%
children
Elderly families 17 4.33%
Families with 119 30.28%
Disabilities
White 259 65.90%
Black 118 30.03%
American 12 3.05%
Indian/Alaskan
Asian/Pacific 4 1.01%
Characteristics by
Bedroom Size
(Public Housing
Only)
1BR 156 39.69% 0
2 BR 134 34.10% 6
3 BR 95 24.17% 18
4 BR 1 .25% 6
5 BR 1 .25% 0
5+ BR 0 0 0
Is the waiting list closed (select one)? [] No ["] Yes
If yes:
How long has it been closed (# of months)?
Does the PHA expect to reopen the list in the PHA Plan year? ["] No ['] Yes
Does the PHA permit specific categories of families onto the waiting list, even if
generally closed? ['] No 1"3 Yes
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Housing Needs of Families on the Waiting List
As of l/1/O0
(Note: Due to rounding, the total may exceed 100% in some cases)
Waiting list type: (select one)
[] Section 8 tenant-based assistance
["] Public Housing
U] Combined Section 8 and Public Housing
['] Public Housing Site-Based or sub-jurisdictional waiting list (optional)
If used, identify which development/subjurisdiction:
# of families % of total families Annual Turnover
(1999)
Waiting list total 0 233
Extremely low Unavailable Unavailable
income <=30% AMI
Very low income Unavailable Unavailable
(>30% but <=50%
AMI)
Low income None None
(>50% but <80%
AMD
Families with 0 0
children
Elderly families 0 0
Families with 0 0
Disabilities
White 0 0
Black 0 0
American 0 0
Indian/Alaskan
Asian/Pacific 0 0
Characteristics by
Bedroom Size
(Public Housing
Only)
1BR 0 0
2 BR 0 0
3 BR 0 0
4 BR 0 0
5 BR 0 0
5+ BR
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Housing Needs of Families on the Waiting List
As of l/1/O0
(7Vote: Due to rounding, the total may exceed 100% in some cases)
Is the waiting list closed (select one)? [] No ['] Yes
If yes:
How long has it been closed (# of months)?
Does the PHA expect to reopen the list in the PHA Plan year? ["] No ["] Yes
Does the PHA permit specific categories of families onto the waiting list, even if
generally closed? ["] No I'] Yes
C. Strategy for Addressing Needs
Provide a brief description of the PHA's strategy for addressing the housing needs of families in the
jurisdiction and on the waiting list IN THE UPCOMING YEAR, and the Agency's reasons for
choosing this strategy.
The ICHA intends to continue programs and pursue expansion of the amount of rental
assistance available, to address the need for improved communication and education
between tenants and landlords, to facilitate and enhance the development of self
sufficiency programs, to assist families in purchasing their own homes, to encourage
residents to maintain involvement and to participate in the Consolidated Plan
developmental process to ensure coordination with broader community strategies.
(1) Stratepies
Need: Shortage of affordable housing for all eligible populations
Strategy 1. Maximize the number of affordable units available to the PHA within
its current resources by:
Select all that apply
Employ effective maintenance and management policies to minimize the
number of public housing units off-line
Reduce turnover time for vacated public housing units
[] Reduce time to renovate public housing units
Seek replacement of public housing units lost to the inventory through mixed
finance development
['] Seek replacement of public housing units lost to the inventory through section
8 replacement housing resources
[] Maintain or increase section 8 lease-up rates by establishing payment standards
that will enable families to rent throughout the jurisdiction
Undertake measures to ensure access to affordable housing among families
assisted by the PHA, regardless of unit size required
FY 2000 Annual Plan Page 9
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Maintain or increase section 8 lease-up rates by marketing the program to
owners, particularly those outside of areas of minority and poverty
concentration
Maintain or increase section 8 lease-up rates by effectively screening Section 8
applicants to increase owner acceptance of program
[] Participate in the Consolidated Plan development process to ensure
coordination with broader community strategies
["] Other (list below)
Strategy 2: Increase the number of affordable housing units by:
Select all that apply
[] Apply for additional section 8 units should they become available
Leverage affordable housing resources in the community through the creation
of mixed - finance housing
Pursue housing resources other than public housing or Section 8 tenant-based
assistance.
["] Other: (list below)
Need: Specific Family Types: Families at or below 30% of median
Strategy 1: Target available assistance to families at or below 30 % of AMI
Select all that apply
Exceed HUD federal targeting requirements for families at or below 30% of
AMI in public housing
[] Exceed HUD federal targeting requirements for families at or below 30% of
AMI in tenant-based section 8 assistance
['] Employ admissions preferences aimed at families with economic hardships
Adopt rent policies to support and encourage work
Other: (list below)
Employ admissions preferences aimed at homeless families.
Need: Specific Family Types: Families at or below 50% of median
Strategy 1: Target available assistance to families at or below 50% of AMI
Select all that apply
[22] Employ admissions preferences aimed at families who are working
~ Adopt rent policies to support and encourage work - will not increase rent if
increase in income is less than $1 O0/month
["] Other: (list below)
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Need: Specific Family Types: The Elderly
Strategy 1: Target available assistance to the elderly:
Select all that apply
['] Seek designation of public housing for the elderly
[5i3 Apply for special-purpose vouchers targeted to the elderly, should they become
available
[~ Other: (list below)
FY99, Applied and received 100 mainstream vouchers for people with
disabilities. This includes elderly also. Continues to be funded.
Need: Specific Family Types: Families with Disabilities
Strategy 1: Target available assistance to Families with Disabilities:
Select all that apply
[Z] Seek designation of public housing for families with disabilities
[] Carry out the modifications needed in public housing based on the section 504
Needs Assessment for Public Housing
[] Apply for special-purpose vouchers targeted to families with disabilities,
should they become available
[~ Affirmatively market to local non-profit agencies that assist families with
disabilities
Other: (list below)
FY99, applied and received 1 O0 mainstream vouchers for people with
disabilities. Continues to be funded.
Need: Specific Family Types: Races or ethnicities with disproportionate housing
needs
Strategy 1: Increase awareness of PIIA resources among families of races and
ethnicities with disproportionate needs:
Select if applicable
Affirmatively market to races/ethnicities shown to have disproportionate
housing needs
[223 Other: (list below)
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Strategy 2: Conduct activities to affirmatively further fair housing
Select all that apply
[] Counsel section 8 tenants as to location of units outside of areas of poverty or
minority concentration and assist them to locate those units
ED Market the section 8 program to owners outside of areas of poverty/minority
concentrations
Other: (list below)
Educate tenants and owners on fair housing rights through the Administration
Plan, Briefing Sessions and information packets.
Also, the ICHA works extensively with the City of Iowa City's Human Rights
Department to ensure fair housing rights.
Other Housing Needs & Strategies: (list needs and strategies below)
The ICHA recognizes the need for improved communication and education between
tenants and landlords/owners. The ICHA has embarked on a public relations and
education campaign by distributing newsletters, attending landlord association
meetings and working one on one with tenants. The ICHA is also in the process of
establishing a tenant training program to educate tenants.
(2) Reasons for Selectinl~ Strateties
Of the factors listed below, select all that influenced the PHA's selection of the
strategies it will pursue:
~ Funding constraints
[~] Staffing constraints
[] Limited availability of site~ for assisted housing
[~ Extent to which particular housing needs are met by other organizations in the
community
~ Evidence of housing needs as demonstrated in the Consolidated Plan and other
information available to the PHA
[~] Influence of the housing market on PHA programs
ES~ Community priorities regarding housing assistance
[] Results of consultation with local or state government
~ Results of consultation with residents and the Resident Advisory Board
[~ Results of consultation with advocacy groups
[22] Other: (list below)
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2. Statement of Financial Resources
[24 CFR Part 903.7 9 (b)]
List the financial resources that are anticipated to be available to the PHA for the support of Federal
public housing and tenant-based Section 8 assistance programs administered by the PEA during the Plan
year. Note: the table assumes that Federal public housing or tenant based Section 8 assistance grant
funds are expended on eligible purposes; therefore, uses of these funds need not be stated. For other
funds, indicate the use for those funds as one of the following categories: public housing operations,
public housing capital improvements, public housing safety/security, public housing supportive services,
Section 8 tenant-based assistance, Section 8 supportive services or other.
Financial Resources:
Planned Sources and Uses
Sources Planned $ Planned Uses
1. Federal Grants (FY 2000 grants)
a) Public Housing Operating Fund 55,343
b) Public Housing Capital Fund 240,981
c) HOPE VI Revitalization N/A
d) HOPE VI Demolition N/A
e) Annual Contributions for Section 4,957,168
8 Tenant-Based Assistance
f) Public Housing Drag Elimination N/A
Program (including any Technical
Assistance funds)
g) Resident Opportunity and Self- 42,326
Sufficiency Grants
h) Community Development Block None
Grant
i) HOME - TBRA 67,748 Tenant Based Rental
Assistance
Other Federal Grants (list below)
ClAP (obligated) 200,000 See Part II of CIAP
Report (attached)
2. Prior Year Federal Grants
(unobligated funds only) (list
below)
None
3. Public Housing Dwelling Rental 281,184 Public Housing
Income Operations
4. Other income (list below)
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Financial Resources:
Planned Sources and Uses
Sources Planned $ Planned Uses
TOP & ADHOP Sales as of 10/31/99 344,303.54 Continue to develop
affordable housing
Sale of property (Broadway) 378,807.84 Continue to develop
affordable housing
4. Non-federal sources (list below)
Total resources 6,567,861.38
3. PHA Policies Governin~ Eligibility, Selection, and Admissions
[24 CFR Part 903.7 9 (c)]
A. Public Housing
Exemptions: PHAs that do not administer public housing are not required to complete subcomponent
3A.
(1) Eligibility
a. When does the PHA verify eligibility for admission to public housing? (select all
that apply)
[55] When families are within a certain number of being offered a unit: (state
number)
['] When families are within a certain time of being offered a unit: (state time)
[] Other: (describe)
Due to the status of the PH waiting list being merged with the Section 8
waiting list, eligibility is verified when families come up on the Section 8
Waiting list; except for landlord reference check.
b. Which non-income (screening) factors does the PHA use to establish eligibility for
admission to public housing (select all that apply)?
Criminal or Drug-related activity
[] Rental history
Housekeeping (rental history)
['] Other (describe)
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c. [] Yes [~ No: Does the PHA request criminal records from local law
enforcement agencies for screening purposes?
d. [5i3 Yes 1"] No: Does the PHA request criminal records from State law
enforcement agencies for screening purposes?
e. 1'] Yes E] No: Does the PHA access FBI criminal records from the FBI for
screening purposes? (either directly or through an NCIC-
authorized source)
(2)Waitine List Organization
a. Which methods does the PHA plan to use to organize its public housing waiting list
(select all that apply)
['] Community-wide list
Sub-jurisdictional lists
['] Site-based waiting lists
Other (describe)
Date and time applications are received, giving a homeless family a
preference. Also, based on the size (# of bedrooms)of the unit when it
becomes available.
b. Where may interested persons apply for admission to public housing?
[5i3 PHA main administrative office
["] PHA development site management office
["] Other (list below)
c. If the PHA plans to operate one or more site-based waiting lists in the coming year,
answer each of the following questions; if not, skip to subsection (3) Assignment
*** NOT APPLICABLE, skip to subsection (3) Assignment***
1. How many site-based waiting lists will the PHA operate in the coming year?
2. [Z3 Yes ['] No: Are any or all of the PHA's site-based waiting lists new for the
upcoming year (that is, they are not part of a previously-HUD-
approved site based waiting list plan)?
If yes, how many lists?
3. ["l Yes ~] No: May families be on more than one list simultaneously
If yes, how many lists?
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4. Where can interested persons obtain more information about and sign up to be on
the site-based waiting lists (select all that apply)?
/'] PHA main administrative office
All PHA development management offices
Management offices at developments with site-based waiting lists
At the development to which they would like to apply
Other (list below)
(3) Assienment
a. How many vacant unit choices are applicants ordinarily given before they fall to the
bottom of or are removed from the waiting list? (select one)
One
Two
Three or More
b. [25~Yes [~ No: Is this policy consistent across all waiting list types?
c. If answer to b is no, list variations for any other than the primary public housing
waiting list/s for the PHA:
1'4) Admissions Preferences
a. Income targeting:
[~ Yes ["] No: Does the PHA plan to exceed the federal targeting requirements by
targeting more than 40% of all new admissions to public housing
to families at or below 30% of median area income?
As of l/1/O0, the PHA exceeds the 40% requirement and if it
becomes necessary, the PHA will target persons 30% or below.
b. Transfer policies:
In what circumstances will transfers take precedence over new admissions? (list
below)
Emergencies
[] Overhoused
Underhoused
Medical justification
[] Administrative reasons determined by the PHA (e.g., to permit modemization
work)
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[22] Resident choice: (state circumstances below)
['] Other: (list below)
c. Preferences
1. [] Yes W] No: Has the PHA established preferences for admission to public
housing (other than date and time of application)? (If "no" is
selected, skip to subsection (5) Occupancy)
2. Which of the following admission preferences does the PHA plan to employ in the
coming year? (select all that apply from either former Federal preferences or other
preferences)
Former Federal preferences:
["] Involuntary Displacement (Disaster, Government Action, Action of Housing
Owner, Inaccessibility, Property Disposition)
["] Victims of domestic violence
[~ Substandard housing
[5i~] Homelessness
[~] High rent burden (rent is > 50 percent of income)
Other preferences: (select below)
Working families and those unable to work because of age or disability
Veterans and veterans' families
[~] Residents who live and/or work in the jurisdiction
1"] Those enrolled currently in educational, training, or upward mobility programs
Households that contribute to meeting income goals (broad range of incomes)
["] Households that contribute to meeting income requirements (targeting)
Those previously enrolled in educational, training, or upward mobility
programs
['] Victims of reprisals or hate crimes
['] Other preference(s) (list below)
3. If the PHA will employ admissions preferences, please prioritize by placing a "1" in
the space that represents your first priority, a "2" in the box representing your second
priority, and so on. If you give equal weight to one or more of these choices (either
through an absolute hierarchy or through a point system), place the same number next
to each. That means you can use "1" more than once, "2" more than once, etc.
1 Date and Time
Former Federal preferences:
Involuntary Displacement (Disaster, Govemment Action, Action of Housing
Owner, Inaccessibility, Property Disposition)
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Victims of domestic violence
Substandard housing
1 Homelessness
High rent burden
Other preferences (select all that apply)
[Z] Working families and those unable to work because of age or disability
["] Veterans and veterans' families
["] Residents who live and/or work in the jurisdiction
["] Those enrolled currently in educational, training, or upward mobility programs
[Z] Households that contribute to meeting income goals (broad range of incomes)
Households that contribute to meeting income requirements (targeting)
[23 Those previously enrolled in educational, training, or upward mobility
programs
["] Victims of reprisals or hate crimes
['] Other preference(s) (list below)
4. Relationship of preferences to income targeting requirements:
['] The PHA applies preferences within income tiers
Not applicable: the pool of applicant families ensures that the PHA will meet
income targeting requirements
(5) OccunancV
a. What reference materials can applicants and residents use to obtain information
about the rules of occupancy of public housing (select all that apply)
[] The PHA-resident lease
[~ The PHA's Admissions and (Continued) Occupancy policy
Yi~ PHA briefing seminars or written materials
[25E] Other source (list)
Statement of Family Responsibility for Public Housing
Addendum to Lease (Public Housing Tenant Responsibilities)
b. How often must residents notify the PHA of changes in family composition?
(select all that apply)
At an annual reexamination and lease renewal
Any time family composition changes
At family request for revision
Other (list)
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(6) Deconcentration and Income Mixin~
a. ['] Yes [~3 No: Did the PHA's analysis of its family (general occupancy)
developments to determine concentrations of poverty indicate the
need for measures to promote aleconcentration of poverty or
income mixing?
b. [Z] Yes [~ No: Did the PHA adopt any changes to its admissions policies based
on the results of the required analysis of the need to promote
deconcentration of poverty or to assure income mixing?
c. If the answer to b was yes, what changes were adopted? (select all that apply)
Adoption of site-based waiting lists
If selected, list targeted developments below:
Employing waiting list "skipping" to achieve deconcentration of poverty or
income mixing goals at targeted developments
If selected, list targeted developments below:
Employing new admission preferences at targeted developments
If selected, list targeted developments below:
[55] Other (list policies and developments targeted below)
d. 1'] Yes [~ No: Did the PHA adopt any changes to other policies based on the
results of the required analysis of the need for deconcentration
of poverty and income mixing?
e. If the answer to d was yes, how would you describe these changes? (select all that
apply)
["] Additional affirmative marketing
['] Actions to improve the marketability of certain developments
["3 Adoption or adjustment of ceiling rents for certain developments
["] Adoption of rent incentives to encourage deconcentration of poverty and
income-mixing
F'] Other (list below)
f. Based on the results of the required analysis, in which developments will the PHA
make special efforts to attract or retain higher-income families? (select all that apply)
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[] Not applicable: results of analysis did not indicate a need for such efforts
["] List (any applicable) developments below:
g. Based on the results of the required analysis, in which developments will the PHA
make special efforts to assure access for lower-income families? (select all that apply)
Not applicable: results of analysis did not indicate a need for such efforts
List (any applicable) developments below:
B. Section 8
Exemptions: PHAs that do not administer section 8 are not required to complete sub-component 3B.
Unless otherwise specified, all questions in this section apply only to the tenant-based section 8
assistance program (vouchers, and until completely merged into the voucher program,
certificates).
(1) Eligibility
a. What is the extent of screening conducted by the PHA? (select all that apply)
~ Criminal or drug-related activity only to the extent required by law or
regulation
[22] Criminal and drug-related activity, more extensively than required by law or
regulation
W] More general screening than criminal and drug-related activity (list factors
below)
['] Other (list below)
b. [] Yes ['] No: Does the PHA request criminal records from local law enforcement
agencies for screening purposes?
c. [] Yes ['] No: Does the PHA request criminal records from State law
enforcement agencies for screening purposes?
d. ["] Yes [~ No: Does the PHA access FBI criminal records from the FBI for
screening purposes? (either directly or through an NCIC-
authorized source)
e. Indicate what kinds of information you share with prospective landlords? (select all
that apply)
['] Criminal or drug-related activity
Other (describe below)
Previous addresses of tenants and the names of previous landlords
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(2) Waitine List Organization
a. With which of the following program waiting lists is the section 8 tenant-based
assistance waiting list merged? (select all that apply)
["] None
[] Federal public housing
F'] Federal moderate rehabilitation
Federal project-based certificate program
["} Other federal or local program (list below)
b. Where may interested persons apply for admission to section 8 tenant-based
assistance? (select all that apply)
['] PHA main administrative office
[] Other (list below)
Emergency Housing Project
Domestic Violence Intervention Program
Other agencies as requested that deal with homelessness/housing issues
(3) Search Time
a. [~ Yes [22] No: Does the PHA give extensions on standard 60-day period to
search for a unit?
If yes, state circumstances below:
Difficulty in ~nding a unit. High rents. Lack of landlords participating.
(4) Admissions Preferences
a. Income targeting
[] Yes ['1 No: Does the PHA plan to exceed the federal targeting requirements by
targeting more than 75% of all new admissions to the section 8
program to families at or below 30% of median area income?
b. Preferences
1. ES~] Yes ["] No: Has the PHA established preferences for admission to section 8
tenant-based assistance? (other than date and time of
application) (if no, skip to subcomponent (5) Special purpose
section 8 assistance programs)
2. Which of the following admission preferences does the PHA plan to employ in the
coming year? (select all that apply from either former Federal preferences or other
preferences)
Former Federal preferences
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[223 Involuntary Displacement (Disaster, Government Action, Action of Housing
Owner, Inaccessibility, Property Disposition)
[Z] Victims of domestic violence
['] Substandard housing
E~ Homelessness
['3 High rent burden (rent is > 50 percent of income)
Other preferences (select all that apply)
['] Working families and those unable to work because of age or disability
['] Veterans and veterans' families
]'] Residents who live and/or work in your jurisdiction
['] Those enrolled currently in educational, training, or upward mobility programs
['] Households that contribute to meeting income goals (broad range of incomes)
[Z] Households that contribute to meeting income requirements (targeting)
[223 Those previously enrolled in educational, training, or upward mobility
programs
Victims of reprisals or hate crimes
["] Other preference(s) (list below)
3. If the PHA will employ admissions preferences, please prioritize by placing a "1" in
the space that represents your first priority, a "2" in the box representing your
second priority, and so on. If you give equal weight to one or more of these
choices (either through an absolute hierarchy or through a point system), place the
same number next to each. That means you can use "1" more than once, "2" more
than once, etc.
1 Date and Time
Former Federal preferences
Involuntary Displacement (Disaster, Government Action, Action of Housing
Owner, Inaccessibility, Property Disposition)
Victims of domestic violence
Substandard housing
1 Homelessness
High rent burden
Other preferences (select all that apply)
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['] Working families and those unable to work because of age or disability
["[ Veterans and veterans' families
Residents who live and/or work in your jurisdiction
Those enrolled currently in educational, training, or upward mobility programs
["1 Households that contribute to meeting income goals (broad range of incomes)
["] Households that contribute to meeting income requirements (targeting)
["] Those previously enrolled in educational, training, or upward mobility
programs
[Z] Victims of reprisals or hate crimes
[23 Other preference(s) (list below)
4. Among applicants on the waiting list with equal preference status, how are
applicants selected? (select one)
[] Date and time of application
["] Drawing (lottery) or other random choice technique
5. If the PHA plans to employ preferences for "residents who live and/or work in the
jurisdiction" (select one)
This preference has previously been reviewed and approved by HUD
The PHA requests approval for this preference through this PHA Plan
6. Relationship of preferences to income targeting requirements: (select one)
["] The PHA applies preferences within income tiers
Not applicable: the pool of applicant families ensures that the PHA will meet
income targeting requirements
(5) Special PurOose Section 8 Assistance Programs
a. In which documents or other reference materials are the policies governing
eligibility, selection, and admissions to any special-purpose section 8 program
administered by the PHA contained? (select all that apply)
The Section 8 Administrative Plan
Briefing sessions and written materials
Other (list below)
b. How does the PHA announce the availability of any special-purpose section 8
programs to the public?
Through published notices
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["] Other (list below)
4. PHA Rent Determination Policies
[24 CFR Part 903.7 9 (d)]
A. Public Housing
Exemptions: PHAs that do not administer public housing are not required to complete sub-component
4A.
(1) Income Based Rent Policies
Describe the PHA's income based rent setting policy/ies for public housing using, including
discretionary (that is, not required by statute or regulation) income disregards and exclusions, in the
appropriate spaces below.
a. Use of discretionary policies: (select one)
['] The PHA will not employ any discretionary rent-setting policies for income
based rent in public housing. Income-based rents are set at the higher of 30%
of adjusted monthly income, 10% of unadjusted monthly income, the welfare
rent, or minimum rent (less HUD mandatory deductions and exclusions). (If
selected, skip to sub-component (2))
[] The PHA employs discretionary policies for determining income based rent (If
selected, continue to question b.)
b. Minimum Rent
1. What amount best reflects the PHA's minimum rent? (select one)
[5] s0
W'I $1-$25
[~ $26-$50
2. [5i~] Yes I'] No: Has the PHA adopted any discretionary minimum rent hardship
exemption policies?
3. If yes to question 2, list these policies below:
If change in income does not increase by more than $100/month, then income is
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reported but rent is not changed
c. Rents set at less than 30% than adjusted income
1. [] Yes ['] No: Does the PHA plan to charge rents at a fixed amount or
percentage less than 30% of adjusted income?
2. If yes to above, list the amounts or percentages charged and the circumstances
under which these will be used below:
With the Flat Rent option, it is possible to pay less than 30%.
d. Which of the discretionary (optional) deductions and/or exclusions policies does the
PHA plan to employ (select all that apply)
['] For the eamed income of a previously unemployed household member
[] For increases in earned income - if less than $100/month
[25] Fixed amount (other than general rent-setting policy)
If yes, state amount/s and circumstances below:
No
1"] Fixed percentage (other than general rent-setting policy
If yes, state percentage/s and circumstances below:
No
W1 For household heads
[] For other family members
[~ For transportation expenses
W1 For the non-reimbursed medical expenses of non-disabled or non-elderly
families
['] Other (describe below)
e. Ceiling rents
1. Do you have ceiling rents? (rents set at a level lower than 30% of adjusted income)
(select one)
[] Yes for all developments
['] Yes but only for some developments
['] No
2. For which kinds of developments are ceiling rents in place? (select all that apply)
ESii3 For all developments
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[22] For all general occupancy developments (not elderly or disabled or elderly
only)
['] For specified general occupancy developments
["] For certain parts of developments; e.g., the high-rise portion
['] For certain size units; e.g., larger bedroom sizes
ED Other (list below)
3. Select the space or spaces that best describe how you arrive at ceiling rents (select
all that apply)
[] Market comp arability study
Fair market rents (FMR)
95th percentile rents
75 percent of operating costs
100 percent of operating costs for general occupancy (family) developments
["[ Operating costs plus debt service
[] The "rental value" of the unit
Other (list below)
f. Rent re-determinations:
1. Between income reexaminations, how often must tenants report changes in income
or family composition to the PHA such that the changes result in an adjustment to
rent? (select all that apply)
['1 Never
["] At family option
Any time the family experiences an income increase
['] Any time a family experiences an income increase above a threshold amount or
percentage: (if selected, specify threshold)__
W] Other (list below)
g. ['] Yes [] No: Does the PHA plan to implement individual savings accounts for
residents (ISAs) as an alternative to the required 12 month
disallowance of earned income and phasing in of rent increases
in the next year?
Flat Rents
1. In setting the market-based flat rents, what sources of information did the PHA use
to establish comparability? (select all that apply.)
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The section 8 rent reasonableness study of comparable housing
Survey of rents listed in local newspaper
Survey of similar unassisted units in the neighborhood
Other (list/describe below)
Market Survey information on rents for comparable units in the area
B. Section 8 Tenant-Based Assistance
Exemptions: PHAs that do not administer Section 8 tenant-based assistance are not required to
complete sub-component 4B. Unless otherwise specified, all questions in this section apply only to
the tenant-based section 8 assistance program (vouchers, and until completely merged into the
voucher program, certificates).
(1) Payment Standards
Describe the voucher payment standards and policies.
a. What is the PHA's payment standard? (select the category that best describes your
standard)
["] At or above 90% but belowl00% ofFMR
[] 100% ofFMR
['] Above 100% but at or below 110% of FMR
[] Above 110% of FMR (if HUD approved; describe circumstances below)
b. If the payment standard is lower than FMR, why has the PHA selected this
standard? (select all that apply)
NOT APPLICABLE
["] FMRs are adequate to ensure success among assisted families in the PHA's
segment of the FMR area
['] The PHA has chosen to serve additional families by lowering the payment
standard
["] Reflects market or submarket
["] Other (list below)
c. If the payment standard is higher than FMR, why has the PHA chosen this level?
(select all that apply)
NOT APPLICABLE
["] FMRs are not adequate to ensure success among assisted families in the PHA's
segment of the FMR area
['] Reflects market or submarket
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To increase housing options for families
["] Other (list below)
d. How often are payment standards reevaluated for adequacy? (select one)
Annually
Other (list below)
e. What factors will the PHA consider in its assessment of the adequacy of its payment
standard? (select all that apply)
Success rates of assisted families
[] Rent burdens of assisted families
["] Other (list below)
(2) Minimum Rent
a. What amount best reflects the PHA's minimum rent? (select one)
[] $o
["] $1-$25
[] $26-$50
b. 1"'] Yes [] No: Has the PHA adopted any discretionary minimum rent hardship
exemption policies? (if yes, list below)
No, but Federal Legislature states that PHAs have option to do this and
the ICHA will be updating its Administration Plan to include this
FY2001
5. Operations and Management - NOT APPLICABLE
[24 CFR Part 903.7 9 (e)]
Exemptions from Component 5: High performing and small PHAs are not required to complete this
section. Section 8 only PHAs must complete parts A, B, and C(2)
NOT APPLICABLE
A. PHA Management Structure - NOT APPLICABLE
Describe the PHA's management structure and organization.
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(select one)
['] An organization chart showing the PHA's management structure and
organization is attached.
A brief description of the management structure and organization of the PHA
follows:
B. HUD Programs Under PHA Management - NOT APPLICABLE
List Federal programs administered by the PHA, number of families served at the beginning of the
upcoming fiscal year, and expected turnover in each. (Use "NA" to indicate that the PHA does not
operate any of the programs listed below.)
Program Name Units or Families Expected
Served at Year Turnover
Beginning
Public Housing
Section 8 Vouchers
Section 8 Certificates
Section 8 Mod Rehab
Special Purpose Section
8 Certificates/Vouchers
(list individually)
Public Housing Drug
Elimination Program
(PHDEP)
Other Federal
Programs(list
individually)
C. Management and Maintenance Policies - NOT APPLICABLE
List the PHA's public housing management and maintenance policy documents, manuals and handbooks
that contain the Agency's rules, standards, and policies that govern maintenance and management of
public housing, including a description of any measures necessary for the prevention or eradication of
pest infestation (which includes cockroach infestation) and the policies governing Section 8
management.
(1) Public Housing Maintenance and Management: (list below)
(2) Section 8 Management: (list below)
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6. PHA Grievance Procedures
[24 CFR Part 903.7 9 (f)]
Exemptions from component 6: High performing PHAs are not required to complete component 6.
Section 8-Only PHAs are exempt from sub-component 6A.
A. Public Housing
1. D Yes [] No: Has the PHA established any written grievance procedures in
addition to federal requirements found at 24 CFR Part 966,
Subpart B, for residents of public housing?
If yes, list additions to federal requirements below:
2. Which PHA office should residents or applicants to public housing contact to
initiate the PHA grievance process? (select all that apply)
PHA main administrative office
['] PHA development management offices
Other (list below)
B. Section 8 Tenant-Based Assistance
1. ['] Yes [] No: Has the PHA established informal review procedures for applicants
to the Section 8 tenant-based assistance program and informal
hearing procedures for families assisted by the Section 8 tenant-
based assistance program in addition to federal requirements
found at 24 CFR 982?
If yes, list additions to federal requirements below:
2. Which PHA office should applicants or assisted families contact to initiate the
informal review and informal hearing processes? (select all that apply)
[] PHA main administrative office
["] Other (list below)
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7. Capital ImDrovement Needs
[24 CFR Part 903.7 9 (g)]
Exemptions from Component 7: Section 8 only PHAs are not required to complete this component and
may skip to Component 8.
A. Capital Fund Activities
Exemptions from sub-component 7A: PHAs that will not participate in the Capital Fund Program may
skip to component 7B. All other PHAs must complete 7A as instructed.
(1) CaDital Fund Program Annual Statement
Using parts I, II, and III of the Annual Statement for the Capital Fund Program (CFP), identify capital
activities the PHA is proposing for the upcoming year to ensure long-term physical and social viability
of its public housing developments. This statement can be completed by using the CFP Annual
Statement tables provided in the table library at the end of the PHA Plan template OR, at the PHA's
option, by completing and attaching a properly updated HUD-52837.
Select one:
The Capital Fund Program Annual Statement is provided as an attachment to
the PHA Plan at Attachment (state name)
Because, the Capital Fund Program is new, the ICHA is using HUD -52825
(CIAP)
The Capital Fund Program Annual Statement is provided below: (if selected,
copy the CFP Annual Statement from the Table Library and insert here)
(2) Ontional 5-Year Action Plan
Agencies are encouraged to include a 5-Year Action Plan covering capital work items. This statement
can be completed by using the 5 Year Action Plan table provided in the table library at the end of the
PHA Plan template OR by completing and attaching a properly updated HUD-52834.
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a. ["] Yes [] No: Is the PHA providing an optional 5-Year Action Plan for the
Capital Fund? (if no, skip to sub-component 7B)
The 5-Year Action Plan is for large capital items, the ICHA has
only small items. These small items are include in a two-year plan
which has been attached along with the CIAP Budget/Progress
Report.
b. If yes to question a, select one:
["3 The Capital Fund Program 5-Year Action Plan is provided as an attachment to
the PHA Plan at Attachment (state name
["] The Capital Fund Program 5-Year Action Plan is provided below: (if selected,
copy the CFP optional 5 Year Action Plan from the Table Library and insert
here)
B. HOPE VI and Public Housing Development and Replacement
Activities (Non-Capital Fund) - NOT APPLICABLE
Applicability of sub-component 7B: All PHAs administering public housing. Identify any approved
HOPE VI and/or public housing development or replacement activities not described in the Capital Fund
Program Annual Statement.
['] Yes Eji~] No: a) Has the PHA received a HOPE VI revitalization grant? (if no,
skip to question c; if yes, provide responses to question b for
each grant, copying and completing as many times as necessary)
b) Status of HOPE VI revitalization grant (complete one set of
questions for each grant)
1. Development name:
2. Development (project) number:
3. Status of grant: (select the statement that best describes the current
status)
Revitalization Plan under development
["] Revitalization Plan submitted, pending approval
["] Revitaliz ation Plan approved
1"3 Activities pursuant to an approved Revitalization Plan
underway
["] Yes [j;i3 No: c) Does the PHA plan to apply for a HOPE VI Revitalization grant
in the Plan year?
If yes, list development name/s below:
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Yes [~3 No: d) Will the PHA be engaging in any mixed-finance development
activities for public housing in the Plan year?
If yes, list developments or activities below:
Yes [;5i3 No: e) Will the PHA be conducting any other public housing
development or replacement activities not discussed in the
Capital Fund Program Annual Statement?
If yes, list developments or activities below:
8. Demolition and Disl~osition
[24 CFR Part 903.7 9 (h)]
Applicability of component 8: Section 8 only PHAs are not required to complete this section.
1. ED Yes [5i3 No: Does the PHA plan to conduct any demolition or disposition
activities (pursuant to section 18 of the U.S. Housing Act of
1937 (42 U.S.C. 1437p)) in the plan Fiscal Year? (If"No",
skip to component 9; if "yes", complete one activity description
for each development.)
2. Activity Description - NOT APPLICABLE
["] Yes ["'] No: Has the PHA provided the activities description information in
the optional Public Housing Asset Management Table? (If
"yes", skip to component 9. If "No", complete the Activity
Description table below.)
Demolition/Disposition Activity Description
1 a. Development name:
l b. Development (project) number:
2. Activity type: Demolition
Disposition ["]
3. Application status (select one) Approved ["]
Submitted, pending approval
Planned application
4. Date application approve& submitted, or planned for submission: (DD/MM/YY]
5. Number of units affected:
6. Coverage of action (select one)
['] Part of the development
["] Total development
7. Timeline for activity:
a. Actual or projected start date of activity:
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b. Projected end date of activity:
9. Designation of Public Housin~ for Occupancy by Elderly Families
or Families with Disabilities or Elderly Families and Families with
Disabilities
[24 CFR Part 903.7 9 (i)]
Exemptions from Component 9; Section 8 only PHAs are not required to complete this section.
1. [53 Yes [] No: Has the PHA designated or applied for approval to designate or
does the PHA plan to apply to designate any public housing for
occupancy only by the elderly families or only by families with
disabilities, or by elderly families and families with disabilities
or will apply for designation for occupancy by only elderly
families or only families with disabilities, or by elderly families
and families with disabilities as provided by section 7 of the
U.S. Housing Act of 1937 (42 U.S.C. 1437e) in the upcoming
fiscal year? (If "No", skip to component 10. If "yes", complete
one activity description for each development, unless the PHA is
eligible to complete a streamlined submission; PHAs
completing streamlined submissions may skip to component
10.)
2. Activity Description - NOT APPLICABLE
['] Yes [53 No: Has the PHA provided all required activity description
information for this component in the optional Public Housing
Asset Management Table? If "yes", skip to component 10. If
"No", complete the Activity Description table below.
Designation of Public Housing Activity Description
1 a. Development name:
lb. Development (project) number:
2. Designation type:
Occupancy by only the elderly [55]
Occupancy by families with disabilities ["]
Occupancy by only elderly families and families with disabilities [']
3. Application status (select one)
Approved; included in the PHA's Designation Plan ["]
Submitted, pending approval [55]
Planned application ["]
4. Date this designation approved, submitted, or planned for submission: (DD/MM/YY)
5. If approved, will this designation constitute a (select one)
["] New Designation Plan
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["] Revision of a previously-approved Designation Plan?
6. Number of units affected:
7. Coverage of action (select one)
['] Part of the development
['] Total development
10. Conversion of Public Housin~ to Tenant-Based Assistance
[24 CFR Part 903.7 9 (j)]
Exemptions from Component 10; Section 8 only PHAs are not required to complete this section.
NOT APPLICABLE - ICHA does not have Conversion of Public Housing to Tenant-
Based Assistance
A. Assessments of Reasonable Revitalization Pursuant to section 202 of the HUD
FY 1996 HUD Appropriations Act
1. ['] Yes [] No: Have any of the PHA's developments or portions of
developments been identified by HUD or the PHA as covered
under section 202 of the HUD FY 1996 HUD Appropriations
Act? (If "No", skip to component 11; if "yes", complete one
activity description for each identified development, unless
eligible to complete a streamlined submission. PHAs
completing streamlined submissions may skip to component
11.)
2. Activity Description - NOT APPLICABLE
['] Yes ['] No: Has the PHA provided all required activity description
information for this component in the optional Public Housing
Asset Management Table? If "yes", skip to component 11. If
"No", complete the Activity Description table below.
Conversion of Public Housing Activity Description
1 a. Development name:
lb. Development (project) number:
2. What is the status of the required assessment? ["] Assessment underway
['] Assessment results submitted to HUD
['] Assessment results approved by HUD (if marked, proceed to next
question)
E2] Other (explain below)
3. ["] Yes ['] No: Is a Conversion Plan required? (If yes, go to block 4; if no, go to
block 5.)
4. Status of Conversion Plan (select the statement that best describes the current
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status)
[5] Conversion Plan in development
[22] Conversion Plan submitted to HUD on: (DD/MM/YYYY)
["] Conversion Plan approved by HUD on: (DD/MM/YYYY)
~] Activities pursuant to HUD-approved Conversion Plan underway
5. Description of how requirements of Section 202 are being satisfied by means other
than conversion (select one)
['] Units addressed in a pending or approved demolition application (date
submitted or approved:
["] Units addressed in a pending or approved HOPE VI demolition application
(date submitted or approved: )
[5] Units addressed in a pending or approved HOPE VI Revitalization Plan
(date submitted or approved: )
[] Requirements no longer applicable: vacancy rates are less than 10 percent
['] Requirements no longer applicable: site now has less than 300 units
/"] Other: (describe below)
B. Reserved for Conversions pursuant to Section 22 of the U.S. Housing Act of
1937 - NOT APPLICABLE - ICHA Does not have
C. Reserved for Conversions pursuant to Section 33 of the U.S. Housing Act of
1937 - NOT APPLICABLE - ICHA does not have
11. HomeownershiO Programs Administered by the PHA
[24 CFR Part 903.7 9 (k)]
A. Public Housing
Exemptions from Component 11A: Section 8 only PHAs are not required to complete 11A.
1. [~3 Yes [5] No: Does the PHA administer any homeownership programs
administered by the PHA under an approved section 5(h)
homeownership program (42 U.S.C. 1437c(h)), or an approved
HOPE I program (42 U.S.C. 1437aaa) or has the PHA applied or
plan to apply to administer any homeownership programs under
section 5(h), the HOPE I program, or section 32 of the U.S.
Housing Act of 1937 (42 U.S.C. 1437z-4). (If"No", skip to
component 11B; if "yes", complete one activity description for
each applicable program/plan, unless eligible to complete a
streamlined submission due to small PItA or high performing
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PHA status. PHAs completing streamlined submissions may
skip to component 11B.)
2. Activity Description - NOT APPLICABLE
However, ICHA does have a 5(h) Plan available.
Yes [Z] No: Has the PHA provided all required activity description
information for this component in the optional Public Housing
Asset Management Table7 (If "yes", skip to component 12. If
"No", complete the Activity Description table below.)
Public Housing Homeownership Activity Description
(Complete one for each development affected)
1 a. Development name:
lb. Development (project) number:
2. Federal Program authority:
W] HOPE I
['] 5(h)
['] Turnkey ffl
[22] Section 32 of the USHA of 1937 (effective 10/1/99)
3. Application status: (select one)
['] Approved; included in the PHA's Homeownership Plan/Program
["] Submitted, pending approval
W] Planned application
4. Date Homeownership Plan/Program approved, submitted, or planned for submission:
(DD/MM/YYYY)
5. Number of units affected:
6. Coverage of action: (select one)
~] Part of the development
I'] Total development
B. Section 8 Tenant Based Assistance
1. [5:i3 Yes ['] No: Does the PHA plan to administer a Section 8 Homeownership
program pursuant to Section 8(y) of the U.S.H.A. of 1937, as
implemented by 24 CFR part 982 ? (If"No", skip to component
12; if"yes", describe each program using the table below (copy
and complete questions for each program identified), unless the
PHA is eligible to complete a streamlined submission due to
high performer status. High performing PHAs may skip to
component 12.)
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3. Program Description: Has not been developed at this time.
When Federal Regulations implementation is determined by HUD, then ICHA will
develop.
a. Size of Program - NOT APPLICABLE
["] Yes ["] No: Will the PHA limit the number of families participating in the
section 8 homeownership option?
If the answer to the question above was yes, which statement best describes the
number of participants? (select one)
25 or fewer participants
[Z] 26 - 50 participants
["] 51 to 100 participants
[23 more than 100 participants
b. PHA-established eligibility criteria - NOT APPLICABLE
['] Yes ["] No: Will the PHA's program have eligibility criteria for participation in
its Section 8 Homeownership Option program in addition to HUD
criteria?
If yes, list criteria below:
12. PHA Community Service and Self-sufficiency Programs
[24 CFR Part 903.7 9 (1)]
Exemptions from Component 12: High performing and small PHAs are not required to complete this
component. Section 8-Only PHAs are not required to complete sub-component C.
A. PHA Coordination with the Welfare (TANF) Agency
1. Cooperative agreements:
["] Yes E~ No: Has the PHA has entered into a cooperative agreement with the
TANF Agency, to share information and/or target supportive
services (as contemplated by section 12(d)(7) of the Housing Act
of 1937)?
However, the Program Coordinating Committee (PCC) is into their 4th month of
working on a plan and continues to do so.
If yes, what was the date that agreement was signed? DD/MM/YY
2. Other coordination efforts between the PHA and TANF agency (select all that
apply) -
[~ Client referrals
Information sharing regarding mutual clients (for rent determinations and
otherwise)
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Coordinate the provision of specific social and self-sufficiency services and
programs to eligible families
['] Jointly administer programs
["] Partner to administer a HUD Welfare-to-Work voucher program
['] Joint administration of other demonstration program
["1 Other (describe)
B. Services and programs offered to residents and participants
(1) General
a. Self-Sufficiency Policies
Which, if any of the following discretionary policies will the PHA employ to
enhance the economic and social self-sufficiency of assisted families in the
following areas? (select all that apply)
[] Public housing rent determination policies
["l Public housing admissions policies
["] Section 8 admissions policies
[~ Preference in admission to section 8 for certain public housing families
~3 Preferences for families working or engaging in training or education
programs for non-housing programs operated or coordinated by the
PHA
[~ Preference/eligibility for public housing homeownership option
participation
[""] Preference/eligibility for section 8 homeownership option participation
["] Other policies (list below)
b. Economic and Social self-sufficiency programs
['] Yes ~i~ No: Does the PHA coordinate, promote or provide any
programs to enhance the economic and social self-
sufficiency of residents? (If"yes", complete the following
table; if "no" skip to sub-component 2, Family Self
Sufficiency Programs. The position of the table may be
altered to facilitate its use. )
NOT APPLICABLE
Services and Programs
Program Name &Description Estimated Allocation Access Eligibility
(including location, if appropriate)Size Method (development office / (public housing or
(waiting PHA main office / section 8
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list/random other provider name) participants or
selection/specific both)
criteria/other)
(2) Family Self Sufficiency Oro~ram/s
a. Participation Description -As of 3/10/2000
Family Self Sufficiency (FSS) Participation
Program Required Number of participants Actual Number of Participants
(start of FY 2000 Estimate) (As of: 03/10/00)
Public Housing 32 35
Section 8 47 62
b. ['] Yes ['] No: If the PHA is not maintaining the minimum program size
required by HUD, does the most recent FSS Action Plan address
the steps the PHA plans to take to achieve at least the minimum
program size?
If no, list steps the PHA will take below:
NOT APPLICABLE - The ICHA is exceeding the minimum program size.
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C. Welfare Benefit Reductions
1. The PHA is complying with the statutory requirements of section 12(d) of the U.S.
Housing Act of 1937 (relating to the treatment of income changes resulting from
welfare program requirements) by: (select all that apply)
1'] Adopting appropriate changes to the PHA's public housing rent determination
policies and train staff to carry out those policies
["l Informing residents of new policy on admission and reexamination
["'] Actively notifying residents of new policy at times in addition to admission and
reexamination.
ES~ Establishing or pursuing a cooperative agreement with all appropriate TANF
agencies regarding the exchange of information and coordination of services
l'] Establishing a protocol for exchange of information with all appropriate TANF
agencies
[] Other: (list below)
The ICHA has already met with DHS to revamp reporting mechanisms used to
share information with each other and to educate staff on these new
procedures.
Existing grant of l O0 vouchers to be used for families who have children in
danger of being homeless.
Families whose welfare assistance is reduced because of fraud will not
have their public housing rent
C. Reserved for Community Service Requirement pursuant to section 12(c) of
the U.S. Housing Act of 1937
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Non-working adult Public Housing residents are required to work a minimum of 8
hours per month in community service. Currently the ICHA does not have any non-
working public housing residents.
13. PHA Safety and Crime Prevention Measures
NOT APPLICABLE
[24 CFR Part 903.7 9 (m)]
Exemptions from Component 13: High performing and small PHAs not participating in PHDEP and
Section 8 Only PHAs may skip to component 15. High Performing and small PHAs that are
participating in PHDEP and are submitting a PHDEP Plan with this PHA Plan may skip to sub-
component D.
A. Need for measures to ensure the safety of public housing residents
NOT APPLICABLE
1. Describe the need for measures to ensure the safety of public housing residents
(select all that apply)
["[ High incidence of violent and/or drug-related crime in some or all of the PHA's
developments
['[ High incidence of violent and/or drug-related crime in the areas surrounding or
adjacent to the PHA's developments
Residents fearful for their safety and/or the safety of their children
['] Observed lower-level crime, vandalism and/or graffiti
["] People on waiting list unwilling to move into one or more developments due to
perceived and/or actual levels of violent and/or drug-related crime
['1 Other (describe below)
2. What information or data did the PHA used to determine the need for PHA actions
to improve safety of residents (select all that apply).
['] Safety and security survey of residents
['] Analysis of crime statistics over time for crimes committed "in and around"
public housing authority
["1 Analysis of cost trends over time for repair of vandalism and removal of graffiti
['] Resident reports
[553 PHA employee reports
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['] Police reports
['] Demonstrable, quanti~able success with previous or ongoing antictime/anti
drug programs
['] Other (describe below)
3. Which developments are most affected? (list below)
B. Crime and Drug Prevention activities the PHA has undertaken or plans to
undertake in the next PHA fiscal year
NOT APPLICABLE
1. List the crime prevention activities the PHA has undertaken or plans to undertake:
(select all that apply)
["] Contracting with outside and/or resident organizations for the provision of
crime- and/or drug-prevention activities
[Z] Crime Prevention Through Environmental Design
[Z3 Activities targeted to at-risk youth, adults, or seniors
D Volunteer Resident Patrol/Block Watchers Program
[553 Other (describe below)
2. Which developments are most affected? (list below)
C. Coordination between PHA and the police
NOT APPLICABLE
1. Describe the coordination between the PHA and the appropriate police precincts for
carrying out crime prevention measures and activities: (select all that apply)
Police involvement in development, implementation, and/or ongoing
evaluation of drug-elimination plan
["] Police provide crime data to housing authority staff for analysis and action
['] Police have established a physical presence on housing authority property (e.g.,
community policing office, officer in residence)
[Z] Police regularly testify in and otherwise support eviction cases
["] Police regularly meet with the PHA management and residents
Agreement between PHA and local law enforcement agency for provision of
above-baseline law enforcement services
["] Other activities (list below)
2. Which developments are most affected? (list below)
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D. Additional information as required by PHDEP/PHDEP Plan
PHAs eligible for FY 2000 PHDEP funds must provide a PHDEP Plan meeting specified requirements
prior to receipt of PHI)EP funds.
NOT APPLICABLE
D Yes ['] No: Is the PHA eligible to participate in the PHDEP in the fiscal year
covered by this PHA Plan?
['] Yes ['] No: Has the PHA included the PHDEP Plan for FY 2000 in this PHA
Plan?
['] Yes ['] No: This PHDEP Plan is an Attachment. (Attachment Filename: )
14. RESERVED FOR PET POLICY
[24 CFR Part 903.7 9 (n)]
Pets allowed out of medical necessity only and must be verified by a
physician/therapist. The number of pets allowed is limited to one under 20lbs.
15. Civil Rights Certifications
[24 CFR Part 903.7 9 (o)]
Civil rights certifications are included in the PHA Plan Certifications of Compliance
with the PHA Plans and Related Regulations.
16. Fiscal Audit
[24 CFR Part 903.7 9 (p)]
1. ~3 Yes ~3 No: Is the PHA required to have an audit conducted under section
5(h)(2) of the U.S. Housing Act of 1937 (42 U S.C. 1437c(h))?
(If no, skip to component 17.)
2. [] Yes [~ No: Was the most recent fiscal audit submitted to HUD?
3. ~3 Yes E~] No: Were there any findings as the result of that audit?
4. ~3 Yes [~ No: If there were any findings, do any remain unresolved?
If yes, how many unresolved findings remain?
5. ~3 Yes [] No: Have responses to any unresolved findings been submitted to
HUT)?
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If not, when are they due (state below)?
17. PHA Asset Management - NOT APPLICABLE
[24 CFR Part 903.7 9 (q)]
Exemptions from component 17: Section 8 Only PHAs are not required to complete this component.
High performing and small PHAs are not required to complete this component.
1. ["] Yes ['] No: Is the PHA engaging in any activities that will contribute to the
long-term asset management of its public housing stock,
including how the Agency will plan for long-term operating,
capital investment, rehabilitation, modernization, disposition, and
other needs that have not been addressed elsewhere in this PHA
Plan?
2. What types of asset management activities will the PHA undertake? (select all that
apply)
Not applicable
Private management
['] Development-based accounting
['] Comprehensive stock assessment
Other: (list below)
3. I"] Yes [~ No: Has the PHA included descriptions of asset management activities
in the optional Public Housing Asset Management Table?
18. Other Information
[24 CFR Part 903.7 9 (r)]
A. Resident Advisory Board Recommendations
1. [] Yes D No: Did the PHA receive any comments on the PHA Plan from the
Resident Advisory Board/s?
2. If yes, the comments are: (if comments were received, the PHA MUST select one)
[] Attached at Attachment (File name) IA022-c01
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['] Provided below:
3. In what manner did the PHA address those comments? (select all that apply)
[] Considered comments, but determined that no changes to the PHA Plan were
necessary.
['] The PHA changed portions of the PHA Plan in response to comments
List changes below:
['] Other: (list below)
B. Description of Election process for Residents on the PHA Board
1. ["] Yes ~E] No: Does the PHA meet the exemption criteria provided section
2(b)(2) of the U.S. Housing Act of 19377 (If no, continue to
question 2; if yes, skip to sub-component C.)
2. D Yes [] No: Was the resident who serves on the PHA Board elected by the
residents? (If yes, continue to question 3; if no, skip to sub-
component C.)
3. Description of Resident Election Process - NOT APPLICABLE
a. Nomination of candidates for place on the ballot: (select all that apply)
["] Candidates were nominated by resident and assisted family organizations
['] Candidates could be nominated by any adult recipient of PHA assistance
['] Self-nomination: Candidates registered with the PHA and requested a place on
ballot
['] Other: (describe)
b. Eligible candidates: (select one)
["] Any recipient of PHA assistance
["] Any head of household receiving PHA assistance
['] Any adult recipient of PHA assistance
["] Any adult member of a resident or assisted family organization
1"] Other (list)
c. Eligible voters: (select all that apply)
]"] All adult recipients of PHA assistance (public housing and section 8 tenant-
based assistance)
['] Representatives of all PHA resident and assisted family organizations
["] Other (list)
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C. Statement of Consistency with the Consolidated Plan
For each applicable Consolidated Plan, make the following statement (copy questions as many times as
necessary).
1. Consolidated Plan jurisdiction: (The City of Iowa City)
2. The PHA has taken the following steps to ensure consistency of this PHA Plan with
the Consolidated Plan for the jurisdiction: (select all that apply)
The PHA has based its statement of needs of families in the jurisdiction on the
needs expressed in the Consolidated Plan/s.
The PHA has participated in any consultation process organized and offered by
the Consolidated Plan agency in the development of the Consolidated Plan.
EE3 The PHA has consulted with the Consolidated Plan agency during the
development of this PHA Plan.
Activities to be undertaken by the PHA in the coming year are consistent with
the initiatives contained in the Consolidated Plan. (list below)
Other: (list below)
4. The Consolidated Plan of the jurisdiction supports the PHA Plan with the following
actions and commitments: (describe below)
See CITY STEPS 2001-2006
D. Other Information Required by HUD
Use this section to provide any additional information requested by HUD.
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Attachments
CIAP (IA022-a01)
2-Year Plan for Small Capital Improvements
PHA Management Organizational Chart (IA022-b01 )
Resident Advisory Board Comments (IA022-c01 )
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PHA Plan
Table Library
NO T APPLICABLE
(Attached is CIAP Budget/Progress Report)
Component 7
Capital Fund Program Annual Statement
Parts I, II, and II
Annual Statement
Capital Fund Program (CFP) Part I: Summary
Capital Fund Grant Number FFY of Grant Approval: (MM/YYYY)
Original Annual Statement
Line No. Summary by Development Account Total Estimated
Cost
1 Total Non-CGP Funds
2 1406 Operations
3 1408 Management Improvements
4 1410 Administration
5 1411 Audit
6 1415 Liquidated Damages
7 1430 Fees and Costs
8 1440 Site Acquisition
9 1450 Site Improvement
10 1460 Dwelling Structures
11 1465.1 Dwelling Equipment-Nonexpendable
12 1470 Nondwelling Structures
13 1475 Nondwelling Equipment
14 1485 Demolition
15 1490 Replacement Reserve
16 1492 Moving to Work Demonstration
17 1495.1 Relocation Costs
18 1498 Mod Used for Development
19 1502 Contingency
20 Amount of Annual Grant (Sum of lines 2-19)
21 Amount of line 20 Related to LBP Activities
22 Amount of line 20 Related to Section 504 Compliance
23 Amount of line 20 Related to Security
24 Amount of line 20 Related to Energy Conservation
Table Library
Annual Statement
Capital Fund Program (CFP) Part II: Supporting Table
Development General Description of Major Work Development Total
Number/Name Categories Account Estimated
HA-Wide Activities Number Cost
Table Library
Annual Statement
Capital Fund Program (CFP) Part III: Implementation Schedule
Development All Funds Obligated All Funds Expended
Number/Name (Quarter Ending Date) (Quarter Ending Date)
HA-Wide Activities
Table Library
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Attachment IA022-cO1 Key
Counch
& May~r
Mayor & /
Council
.... - :,h :: L~brary
~ "F, ~ Eca:ds & ~ '~ ~.,.]an~]er , Beard
Trustees
L
'
Airport ~
Manager I
~:js=q~ & Planmn~ & PcbJmc Senior Parbeg
':m(y : ra~:e Fire se,~ :Es ~'~' :; Devefopmen~ Che/ Works Cen~er & TransH
Manager :'~:':' Chief D,=c'cr ~ ;!,: Dm~ec/o, Direclot Coo,Ulna:or Dire.seer
-Mmi~istrafion -Admin~s~rahz, n -Adm~islrat~ofi - Adafnfsffalfon --Admm~s~rahon L TransH
' fe]ecommunications I Assjsled 'CBD Malnlenance Community - Anlma4 Ccnl'c Energy
- Acc.:unl'rg --Frre P'evenlmn - Housing 'DeveJopmenl 'ConservaHon
-Human Rjgn~s L - Cemetery - Parking
P,reSupp~essman Build~n~ 'JCCO3Pr,~gra.ms _Community
' Services
L Oecumen~ -Inspection ' Forestry
Equipmenl
PersonneJ Se~ :es - Urban Planning Crimina~ Maintenance
Development Governmen[ ' mvesfigalion
Administration 'Regulations ' Buildings Economic - Landfill
Informalion - Developmen~ Enefeency
Services u Housing -Parks ' ' Solid Waste
inspection ~ CommunKat,ons
-- P u 'c ~' a smg L Recreation Neighborhood
- Services Patrol - S~reets
Records & ' W astewatef
~ R~sk Management :denhrlca~lon Treatmenl
_ Water
__ reasury
Organizational Chart
Description of Staff and Duties for Implementation of 1998 ClAP
Mayor and Approves ClAP application grant,
Iowa City City Council budgets, and implementation
schedule
I
Ho using Ad m in istrato r* (*Housing Administrator oversees complete ClAP
Housing Office Manager process)
Public Housing Coordinator Completes ClAP budget and required
documents
I
Maintenance Conducts procurement procedures,
Purchasing bidding, and awarding of contracts
City Clerk
City Attorney Provides approval of contracts and
Public Housing Coordinator documents
Housing Office Manager
Maintenance Completes site inspection, Davis
Public Housing Coordinator Bacon requirements, oversees all
Dept. of Housing & Inspection Services contract requirements
I
Accounting Provides payment of contracts and
Housing Office Manager HUD accounting procedures
Treasury
I
Housing Office Manager Completes closing ClAP documents
for HUD and City
Housing Authority Flow Cha~
Housin~
Administrator
Public Housin~R ;~!: Section 8
i~iCoordinator
Coordinator
~ ~Housin~
~ ~ Office
I
I
I
~Housin~ ~ Housin~ ~ HousinB ~ HousinB HousinB
~ ProBrain ~ ProBrain ~ Program ProBrain ProBrain
~ Assistant ~ Assistant ~ Assistant ~ Assistant Assistant
Mainte-
nance
Worker
Informal Authority
(Work Coordination)
Formal Authority
',~ hisasst%oropfiow. p65
Attachment IA022-d01
Iowa City Housing Authority 5-Year and Annual Plan
Resident Advisory Board Comments
January 2000
Goals
-why not building or acquiring new units
-concern over lost of benefits when moving from section 8 to public housing (example: portability)
-would like to see more housing choices
-why not renovating/modernizing existing housing
Strategies
-would like to see increase marketing of section 8, concerned about concentration in certain areas (example
Broadway)
Pet Policy
-current policy makes it difficult to find housing for those families with pets, especially families with
children)
Prepared by: Dianna Furman, Customer Service Manager, 410 E. Washington St., Iowa City, IA 52240; 319-356-5065
RESOLUTION NO. nn-114
RESOLUTION CERTIFYING UNPAID WATER, WASTEWATER, SOLID WASTE AND
RECYCLING CHARGES, INCLUDING FEES AND PENALTIES, TO JOHNSON
COUNTY FOR COLLECTION IN THE SAME MANNER AS A PROPERTY TAX.
WHEREAS, Sealion 14-3A-6B of the City Code and Chapter 384, Code of Iowa (1997) allow the
City Council to certify unpaid water, wastewater, solid waste and recycling charges, including
fees and penalties, to Johnson County for collection in the same manner as a property tax; and
WHEREAS, there exists unpaid water, wastewater and/or solid waste and recycling charges,
including fees and penalties, for the users and owners of a certain property, as listed in Exhibit
A, attached hereto and by this reference made a part hereof; and
WHEREAS, the Council finds that the account holder and property owners listed on Exhibit A
were mailed a written "Notice of Intent to Certify Lien" which set forth the date and time for the
City Council's consideration of this resolution, and gave said account holder and owners the
opportunity to appear before the Council and be heard concerning the unpaid charges.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA
CITY, IOWA, that the City Clerk is hereby authorized to certify the unpaid water, wastewater,
solid waste and recycling charges, including fees and penalties, set forth in Exhibit A, attached
hereto, to Johnson County, Iowa, for collection in the same manner as a property tax, as
provided by state law.
Passed and approved this 21st day of March ,2000.
Approved by
It was moved by 0'DonnelI and seconded by Champion the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Champion
X Kanner
X Lehman
X O'Donnell
X Pfab
X Vanderhoef
X Wilbum
~ntreas~res%delnqad. doc
Owner Accounts Exhibit A- Item #17
Account: 002-370-17 Water Charges: $51.97
Assessor's Parcel #: 1010162004 Sewer Charges: $136.69
Service Address: 319 N Van Buren St Refuse Charges: $59.60
Owner: Scott Tomer Recycling Charges: $19.60
319 N Van Buren St Total Due: $267.86
Iowa City, IA 52245-2849
Legal Description: Original Town of Iowa City Block 48 Lot 1
Bill Date: Nov. 17,1999
Account: 003-363-07 Water Charges: $27.10
Assessor's Parcel #: 1003482007 Sewer Charges: $28.77
Service Address: 914 1/2 N Dodge St Refuse Charges: $8.20
Owner: Ahmad Chamany Recycling Charges: $2.80
5160 Crestview Heights Dr Total Due: $66.87
Bettendorf, IA 52722-5627
Legal Description: 914-914 1/2 N Dodge St Lot 914
Bill Date: Nov. 3, 1999
Account: 010-330-20 Water Charges: $7.13
Assessor's Parcel #: 1015102021 Sewer Charges: $7.73
Service Address: 516 S Lucas St Refuse Charges: $8.20
Owner: D & M Property Recycling Charges: $2.80
%Southgate Dev
PO Box 1907 Total Due: $25.86
Iowa City, IA 52244-1907
Legal Description: Berryhills 2nd Add Block 1 Lot 8
Bill Date: Aug. 11, 1999
Account: 010-545-07 , (:~ Water Char e ·
Assessor's Parcel #: 1015178008 %:)Cx~ ~
service Address: 649 S Governor St~ Refuse Charges:
Owner: Jeff L Miller Recycling Charges:
3025j~,1"'~"~ NE Total Due: $75.20
~owa City, IA 52240-7893
'~ Strohms Add Block I Lot 15
Aug. 18, 1999
~nlreas/Itr/lienltr.00/list-own00.doc 1
Owner Accounts Exhibit A- Item #17
Account: 027-350-13 Water Charges:
Assessors Parcel #: 1015410005 Sewer Charges: $2.69
Service Address: 910 Highland Ave Refuse Charges: $16.40
Owner: Michael Scott Hewitt Recycling Charges: $6.77
%Century 21
1927 Keokuk St Total Due: $25.86
Iowa City, IA 52240-4443
Legal Description: Sunnyside Add Block 2 Lot 5
Bill Date: Oct. 6, 1999
Assessor's Parcel #: pESs
Service Address: 2125 Western Rd Refuse Charges: $17.50
Owner: Recycling Charges: $5.60
Total Due: $61.32
oralville, IA 52241-0132
Legal Des ' ' . Fair Meadows Add 3rd Unit Block 4 Lot 14
Jul. 7, 1999
Account: 033-130-21 Water Charges: $23.77
Assessor's Parcel #: 1023231002 Sewer Charges: $22.46
Service Address: 1102 Hollywood Blvd #3 Refuse Charges:
Owner: Nathan Zenack Recycling Charges:
%AB Property Mgmt
PO Box 2807 Total Due: $46.23
Iowa City, IA 52244-2807
Legal Description: Hollywood Manor Add Part I Lot 1
Bill Date: Nov. 24, 1999
Account: 036-560-04 Water Charges: $31.38
Assessor's Parcel #: 1015158009 Sewer Charges: $53.71
Service Address: 913 Webster St Refuse Charges: $24.60
Owner: Jeni A Beckman Recycling Charges: $8,40
913 Webster St Total Due: $118.09
Iowa City, IA 52240-4738
Legal Description: Pages Add Block 2 Lot 5
Bill Date: Nov. 10, 1999
~ntreas,qtr/tienltr. OO/list-ownOO.doc 2
Owner Accounts Exhibit A- Item #17
Account: 051-085-15 Water Charges: $43.57
Assessor's Parcel #: 1017155015 Sewer Charges: $76.16
Service Address: 711 Westgate St Refuse Charges: $25.70
Owner: Marilyn DeGeus Recycling Charges: $8.40
711 Westgate St Total Due: $153.83
Iowa City, IA 52246-4638
Legal Description: Westgate SD Lot 73
Bill Date: Aug. 18, 1999
Account: 060-472-00 Water Charges: $9.12
Assessors Parcel #: 1016192010 Sewer Charges: $9.83
Service Address: 339 W Benton St Refuse Charges: $8.20
Owner: Joe Duffy Recycling Charges: $2.80
660 Scott Park Dr Total Due: $29.95
Iowa City, IA 52245-5140
Legal Description: West 1/2 of Lot 3 Lot 5
Bill Date: Sep.8, 1999
Account: 080-610-14 Water Charges: $115.63
Assessor's Parcel #: 1023259004 Sewer Charges: $126.77
Service Address: 2150 Davis St Refuse Charges: $8.20
Owner: Lawrence Shih Recycling Charges: $2.80
1804 Crowley Cir E Total Due: $253.40
Longwood, FL 32779-2764
Legal Description: Hollywood Manor Part 5 Lot 269
Bill Date: Aug. 18, 1999
Account: 087-560-14 C~ Water ~
Charges'
0.._____$ewFa
rges: $18.23
Assessor's Parcel #: 1017229021 ~
Service Address: 391 Willow Wind PI Refuse Charges:
Owner: David McFadden Recycling Charges:
1184 B ' Ave Total Due: $36.42
Own r~
estlake Village, CA 91361-1625
Mar. 17, 1999
~ntreas/Itr/lienltr. O0/list-ownOO.doc 3
Owner Accounts Exhibit A - Item #17
Account: 087-846-03 Water Charges: $24.25
Assessors Parcel #: 1017354017 Sewer Charges: $24.21
Service Address: 2546 Rushmore Dr Refuse Charges:
Owner: BPR Rentals Recycling Charges:
%Southgate Dev
PO Box 1907 Total Due: $48.46
Iowa City, IA 52244-1907
Legal Description: _ Mormon Trek Village Condos Phase II Lot 91
Bill Date: Nov. 24, 1999
~ntreas/ltr/lienltr.00/list-own00.doc 4
Tenant Accounts Exhibit A - Item #17
Account: 001-585-23 Sewer Charges: $52.28
Assessor's Parcel #: 1010206001 Refuse Charges: $124.91
Service Address: 628 N Linn St Recycling Charges: $50.40
Owner: Judith Terry Total Due: $227.59
3575 Hanks Dr SE
Iowa City, IA 52240-8066
Tenant: Dawn Bennett
Tenant's Mailing Address: 3430 E Court St f14
Iowa City, IA 52245-3955
Legal Description: Original Town of Iowa City Block 54 Lot 3
Bill Date: May 19, 1999
Account: 002-295-02 Sewer Charges:
Service Address: bert St
Owner: \ 7
4029 Maier Ave SW
Tenant:
Address: a LN
Tenant's Mailing ~ngs Village, AR 71909-6826
Original Town of Iowa City Block 59 Lot 1
Aug. 4, 1999
Account: 006-645-19 Sewer Charges: $45.32
Assessor's Parcel #: 1003486008 Refuse Charges: $33.90
Service Address: 837 N Summit St Recycling Charges: $11.20
Owner: Bertha R Armstrong Total Due: $90.42
%Crane & Assoc
916 Maiden Ln
Iowa City, IA 52240-2731
Tenant: Wanda K Urbina
Tenant's Mailing Address: 837 N Summit St
Iowa City, IA 52245-5934
Legal Description: Deweys Add Block 4 Lot 3
Bill Date: Sepo 1, 1999
Account: 006-645-20 Sewer Charges: $4.66
Assessor's Parcel #: 1003486008 Refuse Charges: $8.20
Service Address: 837 N Summit St Recycling Charges: $2.80
Owner: Bertha R Armstrong Total Due: $15.66
%Crane & Assoc
916 Maiden Ln
Iowa City, IA 52240-2731
Tenant: Austin G AIrman
Tenant's Mailing Address: 837 N Summit St
Iowa City, IA 52245-5934
Legal Description: Deweys Add Block 4 Lot 3
Bill Date: Nov. 3, 1999
~ntreas/ltr/LienLtrs00/list-ten00.doc
Tenant Accounts Exhibit A - Item #17
Account: 006-900-11 Sewer Charges:
Assessor's Parcel #: 1010407009 ~ R~oeefuse Ch!r . $33.60
2427 Highway 6 NW
Tiffin, IA 52340-939
Tenant: Matthew P ' di
Tenant's Mailing Address: overnor St
" Iowa City, IA 52245-2614
Legal Des ' ' n: Iowa City Outlots Lot 5
Account:
010-545-06 Sewer Charges:
Owner: O~ 9
Tenant: Candy l n
Address: N Governor St
Tenant's Mailing ~-3119
Strohms Add Block 1 Lot 15
Aug. 4, 1999
Account: 020-205-12 Sewer Charges: $67.69
Assessor's Parcel #: 1014417001 Refuse Charges: $26.25
Service Address: 1303 2nd Ave Recycling Charges: $8.40
Owner: Larry Lynch Total Due: $102.34
%Advanced Prop Mgmt
PO Box 5246
Coralville, IA 52241-0246
Tenant: Kay Addison
Tenant's Mailing Address: 1303 2nd Ave
Iowa City, IA 52240-2006
Legal Description: East Iowa City Resubdivision of Block 11 Lot 3
Bill Date: Mar. 10, 1999
Account: 020-220-12 Sewer Charges: $8.82
Assessor's Parcel #: 1014478001 Refuse Charges: $8.75
Service Address: 1311 2nd Ave Recycling Charges: $2.80
Owner: Larry Lynch Total Due: $20.37
%Advanced Prop Mgmt
PO Box 5246
Coralville, IA 52241-0246
Tenant: Thomas Armbrecht
Tenant's Mailing Address: 4367 Kountry LN SE
Iowa City, IA 52240-8124
Legal Description: East Iowa City Resubdivision of Block 11 Lot 2
Bill Date: Jan. 20, 1999
fintreas/ltr/LienLtrs00/list-ten00 .doc 2
Tenant Accounts Exhibit A - Item #17
Account: 023-565-03 Sewer Charges:
Service Address: 3062 Muscatine Ave ' Charges'
Owner: Daniel R Ahrens ~ \ tal D 9
PO Box 880
Iowa City IA 5224 -
Tenant: He~~
Tenant's Mailing Address:
~wa City, IA 52244-2003
n: Court Hill Add Part 12B Lot 426
Apr. 14, 1999
Account: 024-638-07 Sewer Charges: $26.43
Assessor's Parcel #: 1015432001 Refuse Charges:
Service Address: 1102 S Gilbert Ct #3 Recycling Charges:
Owner: Salvation Army Total Due: $26.43
1116 S Gilbert Ct
Iowa City, IA 52240-4527
Tenant: David S Rairden
Tenant's Mailing Address: 1102 S Gilbert Ct #3
Iowa City, IA 52240-4527
Legal Description: Highland Park Add Lot 33
Bill Date: Aug. 4, 1999
Account: 027-250-13 Sewer Charges: $11.57
Assessor's Parcel #: 1015408001 Refuse Charges: $25.15
Service Address: 1103 Marcy St Recycling Charges: $8.40
Owner: Thomas L Bayliss Total Due: $45.12
3810 500th St SW
Riverside, IA 52327-9307
Tenant: Gail A Winchip
Tenant's Mailing Address: 1103 Marcy St
Iowa City, IA 52240-3330
Legal Description: EW Lucas Add Block 1 Lot 22
Bill Date: Aug. 25, 1999
Account: 028-699-10 Sewer Charges: $19.25
Assessor's Parcel #: 918229058 Refuse Charges:
Service Address: 447 S Scott BIvd Recycling Charges:
Owner: Mark B Phillips Total Due: $19.25
%Court Hill Condos
403 S Scott Blvd
Iowa City, IA 52245-5509
Tenant: Creadell Willjams
Tenant's Mailing Address: 2530 Avenue A #3
Fort Madison, IA 52627-2241
Legal Description: Court Hill Condos Block 5 Lot 447
Bill Date: Jan. 27, 1999
fintrea~tr/LienLtrs00/list-ten00.doc 3
Tenant Accounts Exhibit A - Item #17
Account: 028-723-08 Sewer Charges: $20.23
Assessor's Parcel #: 918229030 Refuse Charges:
Service Address: 511 S Scott Blvd Recycling Charges:
Owner: Mary Adams Total Due: $20.23
%Court Hill Condos
403 S Scott Blvd
Iowa City, IA 52245-5509
Tenant: Ed Phipps
Tenant's Mailing Address: 511 S Scott Blvd
Iowa City, IA 52245-5511
Legal Description: Court Hill Condos Block 3 Lot 511
Bill Date: Aug. 4, 1999
Account: 031-335-11 Sewer Charges: $12.73
Assessor's Parcel #: 1014336002 Refuse Charges:
Service Address: 1131 Kirkwood Ct Recycling Charges:
Owner: Silver Oak Development Total Due: $12.73
%Kevin Hanick
2346 Mormon Trek Blvd Suite 200
Iowa City, IA 52246-4368
Tenant: Ann E Young
Tenant's Mailing Address: PO Box 163
Lone Tree, IA 52755-0163
Legal Description: Kirkwood PILot 16
Bill Date: June 23, 1999
Account: 033-140-29 Sewer Charges: $26.91
Assessor's Parcel #: 1023231002 Refuse Charges:
Service Address: 1102 Hollywood Blvd #5 Recycling Charges:
Owner: Nathan Zenack Total Due: $26.91
%AB Property Mgmt
PO Box 2807
Iowa City, IA 52244-2807
Tenant: Cheri L Ewert
Tenant's Mailing Address: 1102 Hollywood BIvd #5
Iowa City, IA 52240-7045
Legal Description: Hollywood Manor Add Part 1 Lot 1
Bill Date: Jan. 13, 1999
Account: 033-615-15 Sewer Charges: $14.15
Assessor's Parcel #: 1023238001 Refuse Charges: $8.75
Service Address: 1911 Taylor Dr Recycling Charges: $2.80
Owner: Steve T Clark Total Due: $25.70
1313 Sandusky Dr
Iowa City, IA 52240-5817
Tenant: Michelle Hogan
Tenant's Mailing Address: 723 S Timmers Ln
Appleton, WI 54914-4010
Legal Description: Hollywood Manor Add Part 3 Lot 136
Bill Date: May 5, 1999
~ntreasatr/LienLtrs00/list-ten00,doc 4
Tenant Accounts Exhibit A- Item #17
Account: 033-650-11 Sewer Charges: $59.24
Assessor's Parcel #: 1023238005 Refuse Charges: $16.40
Service Address: 2015 Taylor Dr Recycling Charges: $5.60
Owner: Marilyn J Simpson Total Due: $81.24
4960 Highway 6 SE
Iowa City, IA 52240-9098
Tenant: Lesli M Hamilton
Tenant's Mailing Address: 727 20th Ave #4
Coralville, IA 52241-1630
Legal Description: Hollywood Manor Add Pad 3 Lot 140
Bill Date: Oct. 13, 1999
Account: 033-665-14 Sewer Charges: $25.27
Assessor's Parcel #: 1023238006 Refuse Charges: $53.20
Service Address: 2023 Taylor Dr Recycling Charges: $10.77
Owner: Steve T Clark Total Due: $89.24
1313 Sandusky Dr
Iowa City, IA 52240-5817
Tenant: Chad M Kenney
Tenant's Mailing Address: 2023 Taylor Dr
Iowa City, IA 52240-7053
Legal Description: Hollywood Manor Add Pad 3
Bill Date: Aug. 11, 1999
Account: 033-670-19 Sewer Charges: $9.96
Assessor's Parcel #: 1023238007 Refuse Charges: $8.75
Service Address: 2027 Taylor Dr Recycling Charges: $2.80
Owner: Charles H Mason Total Due: $21.51
%Shawn Harris
212 W 6th St
Washington, IA 52353-2328
Tenant: Robed A Lothridge
Tenant's Mailing Address: PO Box 2021
Iowa City, IA 52244-2021
Legal Description: Hollywood Manor Add Pad 3 Lot 142
Bill Date: July 7, 1999
Account: 033-745-20 ~;~
Sewer Charges: $
Assessor's Parcel #: 1023241003 ·
Service Address: 2010 Taylor Dr ~ ~
Owner: James R Davis ~ I j') otal Due: $88.6S
4097 Kitty Lee Rd SW
Iowa City, IA 52240-
Tenant: Isabella '
52244-2g02
n: Hollywood Manor Add Pad 3 Lot 131
July 7, lggg
~ntreas/~tr/LienLtrs00/lisbten00.doc 5
Tenant Accounts Exhibit A - Item #17
Account: 033-815-22 Sewer Charges: $57.79
Assessor's Parcel #: 1023251002 Refuse Charges: $25.70
Service Address: 2110 Davis St #B Recycling Charges: $8.40
Owner: Stephen T Clark Total Due: $91.89
1313 Sandusky Dr
Iowa City, IA 52240-5817
Tenant: Jamie C Dirkerson
Tenant's Mailing Address: 2110 Davis St #B
Iowa City, IA 52240-5813
Legal Description: Hollywood Manor Add Part 3 Lot 123
Bill Date: Aug. 18, 1999
Account: 033-835-10 Sewer Charges:
Assessor's Parcel #: 1023240004 Refuse Char · $4.62
Owner: (~) 5
2022 Davis St
Iowa City, IA 52240-
Tenant: Phillip W an Jr
Tenant's Mailing Address:
Lac Du Flambeau, WI 54538-0164
Legal D ' ~on: Hollywood Manor Add Part 3 Lot 121
· May 26, 1999
Account: 033-850-19 Sewer Charges: $105.05
Assessor's Parcel #: 1023240002 Refuse Charges: $26.25
Service Address: 2012 Davis St Recycling Charges: $8.40
Owner: Charles Thompson Total Due: $139.70
%Advance Prop Mgmt
PO Box 5246
Coralville, IA 52241-0246
Tenant: Denise M Whittington
Tenant's Mailing Address: 410 Dakota Td
Iowa City, IA 52240-9207
Legal Description: Hollywood Manor Add Part 3 Lot 119
Bill Date: Feb. 3, 1999
Account: 036-831-20 Sewer Charges:
Owner: George Knorr . %:)Ol' Total Due: harges: $2.80
$16.82
%KIC Limited
330 Kimball Rd
Iowa City, IA 522
Tenant: Chun -I ' ason Zemore
Tenant's Mailing Address: age St
Iowa City, IA 52240-4614
Legal D ' ~on: Pages Add Replat of a portion of Block 4 Lot 5
~n{reas/]tdLienLtrs00/list-ten00.doc 6
Tenant Accounts Exhibit A- Item #17
Account: 040-361-01 Sewer Charges:
Assessor's Parcel #: 1014487001 ~ R~o~fuse Ch!~arg:es' $54.86
I P \ tal Due
18 Donegal PI
Iowa City, IA 52246-
Tenant: The Asso ' inance
Tenant's Mailing Address: gewood Rd NW
Cedar Rapids, IA 52405-3649
Legal De ' on: Ohl's SD Resubdivision of Part of Lot 3 Lot 5
Account: 041-115-07 Sewer Charges: $1
Assessor's Parcel #: 1013329004 ~ Refuse Charge · 16.95
Due: $159.68
13 Wa.rwick Cir
Tenant:
Address: sh St
Tenant's Mailing ~IA 52240-2700
Legal ' : Towncrest Add Part 1 Block 1 Lot 11
~ Aug. 11, 1999
Account: 042-350-37 Sewer Charges: $122.52
Assessor's Parcel #: 1013306002 Refuse Charges:
Service Address: 1100 Arthur St #L6 Recycling Charges:
Owner: Mike Cooper Total Due: $122.52
%Town & Campus
1100 Arthur St Ofc
Iowa City, IA 52240-6644
Tenant: AleclAE Davis
Tenant's Mailing Address: 1100 Arthur St #L6
Iowa City, IA 52240-6616
Legal Description: Towncrest Add Part 2 Revised Block 1 Lot 2
Bill Date: Dec. 22, 1999
Account: 043-598-06 Sewer Charges: $60.01
Assessor's Parcel #: 1024327070 Refuse Charges:
Service Address: 2470 Lakeside Dr #10 Recycling Charges:
Owner: Ahmed Farah Total Due: $60.01
%Chambers Agency
800 2nd St Suite 500
Coralville, IA 52241-2670
Tenant: Banny Shum
Tenant's Mailing Address: PO Box 2464
Iowa City, IA 52244-2464
Legal Description: Meadowlark Condos Lot 6-3B
Bill Date: Feb. 3, 1999
fintreastltr/LienLtrs00/list-ten00.doc 7
Tenant Accounts Exhibit A- Item #17
Account: 043-651-05 Sewer Charges: $24.04
Assessor's Parcel #: 1024332022 Refuse Charges:
Service Address: 2631 Lakeside Dr ¢/~ Recycling Charges:
Owner: You Min Wu Total Due: $24.04
2973 Oliver Ln NE
Iowa City, IA 52240-7960
Tenant: Patrick W Kent
Tenant's Mailing Address: 2631 Lakeside Dr #9
Iowa City, IA 52240-6819
Legal Description: Meadowlark II Condos Block 631 Lot 3B
Bill Date: May 12, 1999
Account: 044-067-04 Sewer Charges: $55.86
Assessor's Parcel #: 1010411006 Refuse Charges: $25.70
Service Address: 713 E Jefferson St Up Recycling Charges: $8.40
Owner: Sire Young Family Padnership Total Due: $89.96
1720 Muscatine Ave
Iowa City, IA 52240-6432
Tenant: Eric J Gehl
Tenant's Mailing Address: 713 E Jefferson St Up
Iowa City, IA 52245-2433
Legal Description: Original Town of Iowa City Block 19 Lot 3
Bill Date: Aug. 4, 1999
Account: 044-635-16 Sewer Charges: $27.70
Assessor's Parcel #: 1010406008 Refuse Charges: $8.20
Service Address: 807 E Market St Recycling Charges: $2.80
Owner: Tas Partners Total Due: $38.70
%Jim Brenneman
· 2346 Mormon Trek Blvd Suite 200
Iowa City, IA 52246-4368
Tenant: Jessica S Snowden
Tenant's Mailing Address: 121 Grand St
Burlington, IA 52601-6110
Legal Description: Original Town of Iowa City Block 5 Lot 4
Bill Date: Aug. 4, 1999
Account: 048-775o28 Sewer Charges:
Assessor's Parcel #: 1003206005 Refuse Charges: $23.17
Service Address: 328 Bjaysville Ln #2 Recycling Charges: $8.40
Owner: Charles Alberhasky Total Due: $31.57
227 Elizabeth St
Iowa City, IA 52245-3116
Tenant: Ruth D Wilson
Tenant's Mailing Address: 328 Bjaysville Ln #2
Iowa City, IA 52245-1604
Legal Description: Unrecorded plat of Alberhasky Subdivision Gov Lot 2
Bill Date: Mar. 17, 1999
~ntreas,qtr/LienLtrs00flist-ten00.doc E~
Tenant Accounts Exhibit A- Item #17
Account: 053-495-09 (:~ RR~
Sewer Charges:
Assessor's Parcel #: 1011461001 . ·
rdt t /-~tal Due: $148.12
27 Glendale Ct
Iowa City, IA 52245-
Tenant: Michael L ' rds
Tenant's Mailing Address: igh St
- Iowa City, IA 52245-4658
Legal De ' on: Adrians 1 st SD Lot 12
Account: 055-375-15 Sewer Charges: $1
Assessor's Parcel #: 1010481012 Refuse Charge · $25.70
Owner: Don Lacina O,~ 73
%Keystone Prop Mgmt
533 Southgate Ave
Iowa City, IA 52240-
Tenant: Matthew ' ~nsop
Tenant's Mailing Address: Burlington St
Iowa City, IA 52240-3200
Legal D ' ~on: Iowa City Outlots Lot 2
Account: 060-365-11 Sewer Charges: $15.56
Assessor's Parcel #: 1016404006 Refuse Charges: $2.05
Service Address: 311 Douglas Ct Recycling Charges: $0.70
Owner: Ruth A Barnhad Total Due: $18.31
1217 Wade St
Iowa City, IA 52240-2516
Tenant: Faith L Walker
Tenant's Mailing Address: PO Box 2685
Iowa City, IA 52244-2685
Legal Description: Wise Add Lot 46
Bill Date: Aug. 25, 1999
Account: 060-545-02 Sewer Charges: $160.04
Assessor's Parcel #: 1016426009 Refuse Charges: $44.25
Service Address: 1012 Hudson Ave Recycling Charges: $8.40
Owner: Paul F Kalb Total Due: $212.69
12471 Eaton Cir
Dubuque, IA 52001-8831
Tenant: Nathaniel B Hodge 1 st
Tenant's Mailing Address: PO Box 2863
Iowa City, IA 52244-2863
Legal Description: Bailey &Beck Add Lot 15
Bill Date: Mar. 17, 1999
fintreastitr/LienLtrs00/list-tenO0.doc 9
Tenant Accounts Exhibit A- Item #17
Account: 062-055-22 Sewer Charges: $48.08
Assessor's Parcel #: 1016156004 Refuse Charges: $26.25
Service 'Address: 520 W Benton St Recycling Charges: $8.40
Owner: Richard McVey Total Due: $82.73
%Chambers Agency
800 2nd St Suite 500
Coralville, IA 52241-2670
Tenant: Daniel S Cooper
Tenant's Mailing Address: 520 W Benton St
Iowa City, IA 52246-5300
Legal Description: Lot 7 Survey of School Commissioner SD
Bill Date: June 16, 1999
Account: 062-120-13 Sewer Charges: $65.57
Assessor's Parcel #: 1016189002 Refuse Charges: $10.20
Service Address: 718 Giblin Dr Recycling Charges: $3.50
Owner: Marc Harding Total Due: $79.27
%Keystone Prop Mgmt
533 Southgate Ave
Iowa City, IA 52240-4437
Tenant: Leann L Billman
Tenant's Mailing Address: 718 Giblin Dr
Iowa City, IA 52246-5510
Legal Description: Giblins SD #2 Lot 13
Bill Date: Sep. 22, 1999
Account: 062-228-05 Sewer Charges: $30.55
Assessor's Parcel #: 1016188008 Refuse Charges: $8.20
Service Address: 206 W Benton St Recycling Charges: $2.80
Owner: Gene Nissley Total Due: $41.55
839 Coventry Ct
Iowa City, IA 52245-9226
Tenant: Barb A Zvonek
Tenant's Mailing Address: 8070 Iroquois Trce
Tinley Park, IL 60477-7840
Legal Description: Cartwrights Add Block 4 Lot 5
Bill Date: Dec. 22, 1999
Account: 062-241-04 RR;~
Sewer Charges: $2
Assessor's Parcel #: 1016188001 AJ '
Service Address: 711 Orchard St
Owner: D & M Properties ~ _.._---"'~al Due: $276.30
4659 Lower West Branch R~
Iowa City, IA 522~
Tenant: Weston ~
Tenant's ~e
Mailing Address: 13th St
, IA 52241-1370
on: Cartwrights Add
Nov. 10, 1999
~ntreas/Itr/LienLtrs00flist-ten00,doc 10
Tenant Accounts Exhibit A- Item #17
Account: 062-745-08 Sewer Charges: $109.67
Assessor's Parcel #: 1016127001 Refuse Charges: $16.40
Service Address: 308 Melmse Ct Recycling Charges: $5.60
Owner: Jacquelyn Scorza Total Due: $131.67
%Crane & Assoc
916 Maiden Ln
Iowa City, IA 52240-4731
Tenant: Demonica A Eston
Tenant's Mailing Address: PO Box 1595
Iowa City, IA 52244-1595
Legal Description: Custer SD Lot 2
Bill Date: Nov. 17, 1999
Account: 063-250-14 Sewer Charges: $44.89
Assessor's Parcel #: 1016201007 Refuse Charges: $26.25
Service Address: 5 Triangle PI Recycling Charges: $8.40
Owner: Ellis Shultz Total Due: $79.54
5431 Herbert Hoover Hwy
West Branch, IA 52358-9544
Tenant: Torey A Liepa
Tenant's Mailing Address: 819 Iowa Ave
Iowa City, IA 52240-5219
Legal Description: Triangle Place Add Lot 5
Bill Date: Feb. 17, 1999
Account: 064-103-08 Sewer Charges: $31.71
Assessor's Parcel #: 1009286001 Refuse Charges:
Service Address: 24 Lincoln Ave #8 Recycling Charges:
Owner: Lincoln Heights Inc Total Due: $31.71
%AB Property Mgmt
PO Box 2807
Iowa City, IA 52244-2807
Tenant: Robed A Bhatty
Tenant's Mailing Address: 604 Woodside Dr #8
Iowa City, IA 52246-3453
Legal Description: Wilson Place Add
Bill Date: Aug. 4, 1999
Account: 068-330-07 Sewer Charges:
Assessor's Parcel #: 1012433004
Service Address: 4 N Westminster St ,
Owner: Deanna M Huffman ~ O,~ .//T~tal Due: $39.80
15 Bedford Ct
Iowa City, IA 5224 -
Tenant: Pamela erwerf
Tenant's Mailing Address:
~ Iowa City, IA 52244-0614
Legal ' : Oakwoods Add Part 3 Lot 186
~on July 14, 1999
~ntreaszltr/LienLtrsO0/list-ten00.doc 11
Tenant Accounts Exhibit A- Item #17
Account: 072-240-08 Sewer Charges: $42.49
Assessor's Parcel #: 1012460021 Refuse Charges: $13.13
Service Address: 3012 Cornell Ave Recycling Charges: $4.20
Owner: Charles Thompson Total Due: $59.82
3885 N Saddleman PI
Eagle, ID 83616-2929
Tenant: Theresa J Soukup
Tenant's Mailing Address: 16284 County Line Rd
Ainswodh, IA 52201-9104
Legal Description: Oakwoods Add Part 1
Bill Date: Apt. 28, 1999
Account: 074-440-17 Sewer Charges: $29.42
Assessor's Parcel #: 1013427017 Refuse Charges:
Service Address: 3051 Wayne Ave #51 Recycling Charges:
Owner: Clara J Swan Total Due: $29.42
PO Box 2404
Iowa City, IA 52244-2404
Tenant: George M. Smith
Tenant's Mailing Address: 5050 Hacienda Dr #231
Dublin, CA 94568-7949
Legal Description: Deerfield Common Townhouse Complex
Bill Date: Aug. 11, 1999
Account: 076-260-15 Sewer Charges: $48.63
Assessor's Parcel #: 1017130009 Refuse Charges:
Service Address: 1839 Calvin Ct Recycling Charges:
Owner: S & R Apts Total Due: $48.63
%Alan Saba
1917 Hafor Dr
Iowa City, IA 52246-4615
Tenant: Tim P Keefe
Tenant's Mailing Address: 1839 Calvin Ct
Iowa City, IA 52246-3104
Legal Description: Parkview Condo Lot 1839
Bill Date: July 28, 1999
Account: 076-290-24 Sewer Charges: $61.07
Assessor's Parcel #: 1017130002 Refuse Charges:
Service Address: 404 Westgate St Recycling Charges:
Owner: S & R Apts Total Due: $61.07
%Alan Saba
1917 Hafor Dr
Iowa City, IA 52246-4615
Tenant: David Farrell
Tenant's Mailing Address: 404 Westgate St
Iowa City, IA 52246-3127
Legal Description: Parkview Condo Lot 404
Bill Date: Oct. 27, 1999
~ntreas/llr/LienLlrsOO/list-tenOO.doc 12
Tenant Accounts Exhibit A- Item #17
Account: 079-516-06 Sewer Charges: $64.58
Assessor's Parcel #: 1022106001 Refuse Charges:
Service Address: 861 Cross Park Ave #B Recycling Charges:
Owner: Bob Burns Total Due: $64.58
%Villa Garden Apts
1015 Cross Park Ave Ofc
Iowa City, IA 52240-4440
Tenant: Thomas L Humburd Jr
Tenant's Mailing Address: 861 Cross Park Ave #B
Iowa City, IA 52240-4490
Legal Description: Braverman Center Block 1 Lot 11
Bill Date: Sep. 22, 1999
Account: 079-561-08 Sewer Charges: $86.56
Assessor's Parcel #: 1022106001 Refuse Charges:
Service Address: 1037 Cross Park Ave #B Recycling Charges:
Owner: Bob Burns Total Due: $86.56
%Villa Garden Apts
1015 Cross Park Ave Ofc
Iowa City, IA 52240-4440
Tenant: Caroline Twitty
Tenant's Mailing Address: 1037 Cross Park Ave #B
Iowa City, IA 52240-4485
Legal Description: Braverman Center Block 1 Lot 11
Bill Date: Nov. 3, 1999
Account: 079-565-14 Sewer Charges: $33.88
Assessor's Parcel #: 1022106001 Refuse Charges:
Service Address: 1053 Cross Park Ave #A Recycling Charges:
Owner: Bob Burns Total Due: $33.88
%Villa Garden Apts
1015 Cross Park Ave Ofc
Iowa City, IA 52240-4440
Tenant: Cheryl D Bowman
Tenant's Mailing Address: 612 3rd Ave
Coralville, IA 52241-2002
Legal Description: Braverman Center Block 1 Lot 11
Bill Date: Oct. 6, 1999
Account: 079-568-12 Sewer Charges: $24.09
Assessor's Parcel #: 1022106001 Refuse Charges:
Service Address: 1053 Cross Park Ave #D Recycling Charges:
Owner: Bob Burns Total Due: $24.09
%Villa Garden Apts
1015 Cross Park Ave Ofc
Iowa City, IA 52240-4440
Tenant: Esther R Lane
Tenant's Mailing Address: PO Box 3170
Iowa City, IA 52244-3170
Legal Description: Braverman Center Block 1 Lot 11
Bill Date: May 5, 1999
~ntreas/Itr/LienLtrs00/~ist-ten00.doc 13
Tenant Accounts Exhibit A - Item #17
Account: 079-569-11 Sewer Charges: $61.43
Assessor's Parcel #: 1022106001 Refuse Charges:
Service Address: 1053 Cross Park Ave #E Recycling Charges:
Owner: Bob Burns Total Due: $61.43
%Villa Garden Apts
1015 Cross Park Ave Ofc
Iowa City, IA 52240-4440
Tenant: Dannielle C Mendez
Tenant's Mailing Address: 1053 Cross Park Ave #E
Iowa City, IA 52240-4486
Legal Description: Braverman Center Block 1 Lot 11
Bill Date: Oct. 6, 1999
Account: 079-571-13 Sewer Charges: $8.01
Assessor's Parcel #: 1022106001 Refuse Charges:
Service Address: 1053 Cross Park Ave #G Recycling Charges:
Owner: Bob Burns Total Due: $8.01
%Villa Garden Apts
1015 Cross Park Ave Ofc
Iowa City, IA 52240-4440
Tenant: DaclAT Jones
Tenant's Mailing Address: 307 Finkbine Ln
Iowa City, IA 52246-1700
Legal Description: Braverman Center Block 1 Lot 11
Bill Date: Jan. 20, 1999
Account: 079-627-06 Sewer Charges: $38.57
Assessor's Parcel #: 1022107044 Refuse Charges:
Service Address: 845 Cross Park Ave #2D Recycling Charges:
Owner: Mullen Farms Total Due: $38.57
%Southgate Dev
PO Box 1907
Iowa City, IA 52244-1907
Tenant: Susan B Cauvel
Tenant's Mailing Address: 845 Cross Park Ave #2D
Iowa City, IA 52240-4472
Legal Description: Cross Park Condominium Block 2D Lot 845
Bill Date: Jan. 27, 1999
Account: 080-675-11 Sewer Charges: $170.43
Assessor's Parcel #: 1023258009 Refuse Charges: $41.25
Service Address: 2149 Davis St Recycling Charges: $8.40
Owner: Charles Thompson Total Due: $220.08
%Advance Prop Mgmt
PO Box 5246
Coralville, IA 52241-5246
Tenant: SylvlAL Dean
Tenant's Mailing Address: 2149 Davis St
Iowa City, IA 52240-5859
Legal Description: Hollywood Manor Part 5 Lot 276
Bill Date: Jan. 20, 1999
~ntreas/licr/LienLtrs00tlist-ten00.doc 14
Tenant Accounts Exhibit A - Item #17
Account: 081-065-16 Sewer Charges: $32.53
Assessor's Parcel #: 1023261003 Refuse Charges: $6.15
Service Address: 2220 Taylor Dr Recycling Charges: $2.10
Owner: Charles Thompson Total Due: $40.78
%Advance Prop Mgmt
PO Box 5246
Coralville, IA 52241-5246
Tenant: NichelEe L Brown
Tenant's Mailing Address: 2200 Taylor Dr
Iowa City, IA 52240-7043
Legal Description: Hollywood Manor Part 5 Lot 291
Bill Date: Dec. 22, 1999
Account: 087-863-12 Sewer Charges: $58.30
Assessor's Parcel #: 1017241018 Refuse Charges: $32.30
Service Address: 673 Westwinds Dr Recycling Charges: $4.20
Owner: GMT Enterprises LLC Total Due: $94.80
%Westwinds Prop Mgmt
26 E Market St
Iowa City, IA 52245-1728
Tenant: Falanga F Sula
Tenant's Mailing Address: 411 Peterson St #3
Iowa City, IA 52245-5120
Legal Description: Cedarpointe Condo Block CC Lot 4
Bill Date: Nov. 3, 1999
Account: 089-175ol 1 Sewer Charges: $64.95
Assessor's Parcel #: 1017379021 Refuse Charges: $16.40
Service Address: 1280 Dolen PI Recycling Charges: $5.60
Owner: Bertha R Armstrong Total Due: $86.95
%Crane & Assoc
916 Maiden Ln
Iowa City, IA 52240-4731
Tenant: Heather L Messer
Tenant's Mailing Address: 226 S Walnut St
North English, IA 52316-9558
Legal Description: Ty'n Cae Add Part 2
Bill Date: Dec, 29, 1999
Account: 095-005-10 Sewer Charges: $40.59
Assessor's Parcel #: 1017253001 Refuse Charges:
Service Address: 722 Westwinds Dr #1 Recycling Charges:
Owner: GMT Enterprises LLC Total Due: $40.59
%Westwinds Prop Mgmt
26 E Market St
Iowa City, IA 52245-1728
Tenant: Jessica L Landt
Tenant's Mailing Address: 722 Westwinds Dr #1
Iowa City, IA 52246-4014
Legal Description: Trailridge Condo Unit H1
Bill Date: Aug. 4, 1999
fintreas/]t~LienLtrsOOflist-ten00.doc 15
Tenant Accounts Exhibit A - Item #17
Account: 096-275-16 Sewer Charges: $17.39
Assessor's Parcel #: 1017326004 Refuse Charges:
Service Address: 2412 Shady Glen Ct Recycling Charges:
Owner: Southgate Dev Total Due: $17.39
PO Box 1907
Iowa City. IA 52244-1907
Tenant: Chad J Nierling
Tenant's Mailing Address: 2412 Shady Glen Ct
Iowa City, IA 52246-4114
Legal Description: Walden Ridge Part 1 Lot 9
Bill Date: Aug. 11, 1999
Account: 098-320-07
Sewer Charges: $1
Assessor's Parcel #: 1113478007 C~ '
service Address: '18 Phoenix PI
Owner: Ghassan G Sinada \ ,--~r~otal Due: $181.26
%Keystone Prop Mgmt
533 Southgate Ave
Iowa City, IA 52240-~/
Tenant: Danielle
Tenant's Mailing Address: #27
Legal D~/ Coralville, IA 52241-2495
SW Estates SD Part 3 Lot 25
,Bili'O~e: Feb. 17, 1999
~ntreas/Itr/LienLtrs00/~isFten00.doc 16
Exhibit B
Item 17
SUMMARY OF INACTIVE DELINQUENT ACCOUNTS
(Unpaid Water, Sewer, Solid Waste and Recycling Services Combined)
Revised March 21, 2000
Tenant Owner % of
Accounts Accounts Total Total
Beginning Delinquent Balance $13,976.24 $10,980.26 $24,956.50 100%
Payments -7,129.17 -3,532.60 -10,661.77 43%
Transfers to other accounts -256.80 -1,208.16 -1,464.96 6%
Write-offs -3,431.72 -4,838.61 -8,270.33 33%
Lien -3,117.25 -1,036.41 -4,153.66 * 17%
Payment Arrangement -41.30 -364.48 -405.78 2%
Total $0.00 $0.00 $0.00 0%
Itemization Of Amount To Be Liened* Number Of Tenant and Owner Accounts Liened
Water 333.92 10 Owner Accounts
Sewer 2,735.49 48 Tenant Accounts
Refuse 825.21
Recycling 259.04
Total $4,153.66
City of Iowa City
MEMORANDUM
Date: March 8, 2000
To: City Council and City Manager
Re: Request to Certify Unpaid Water, Wastewater and/or Solid Waste and Recycling
Charges to Johnson County for Collection in the Same Manner as a Property Tax
The Treasury Division has reviewed delinquent utility accounts that were billed over the period
January 1, 1999 through December 30, 1999 for final collection. These accounts are in-
active/closed accounts with unpaid delinquent charges for water, wastewater, solid waste
and/or recycling services provided to addresses within the incorporated City limits of Iowa City.
These services were provided to the properties described in Exhibit A with the understanding
and expectation of receiving payment from the utility account holders for those services.
Therefore, the City's payment collection policy is focused on obtaining payment from the
account holders who actually received the service or those held responsible for the costs of
those services as provided by City and State codes. Those utility customers who do promptly
pay for the City services they receive should not be expected to subsidize those utility
customers who do not pay. The Treasury Division must maintain the City's fiscal integrity and
collect for these unpaid delinquent charges. It is in the City's best interest to pursue those
legal collection methods as is stipulated and authorized in City and State codes to minimize loss
of revenue for services provided.
The following steps describe the Treasury Division collection procedures on these inactive
accounts:
ACCOUNT HOLDER IS OWNER OR MANAGER OF PROPERTY:
A. Final bill is sent to account holder.
B. If unpaid 23 days after original bill a collection letter is sent to account holder.
1. Utility account files are researched for an active account in the same account
holder name. If such exists, the collection letter advises that any delinquent
balance would be transferred to the active account, if not paid within a specified
period (generally seven days).
C. If unpaid and not transferable to another account within 51 days after the original bill, a
second letter is sent to the account holder advising of possible collection through
certification to Johnson County as a lien against the property.
D. Delinquent balances on closed utility accounts are reviewed annually. After verification
with the City Assessor's records that the account holder is the property owner of record,
and was the property owner at the time of the original bill, a collection letter is sent to
that account holder/owner of record advising of the delinquent balance, of our lien
collection procedures and of the date and time such would be presented to the City
Council for consideration to collect the delinquent balance in the same manner as
property taxes. These letters were mailed on February 25, 2000.
March 13, 2000
Page 2
ACCOUNT HOLDER IS A TENANT
A. Final bill is sent to account holder.
B. On the date of the final utility bill, a letter is sent to the owner/manager listed on the
utility account of any final balance due for the tenant/account holder, after application of
any credit or deposit on that account.
C. If unpaid 23 days after the original bill, a collection letter is sent to the account holder
AND to the ownedmanager as listed on the utility account.
1. Utility account files are researched for an active account in the same account
holder name. If such exists, the tenant/account holder letter advises that any
delinquent balance would be transferred to the active account, if not paid within a
specified period (generally seven days). The ownedmanager is sent the standard
collection letter as an information copy of the delinquent balance.
D. Delinquent balances on closed utility accounts are reviewed annually. After verification
with the City Assessor's records as to the property owner of record, and that the current
owner of record was the property owner at the time of the original bill, a collection letter
is sent to the tenant/account holder and owner advising of the delinquent balance, of our
lien collection procedures and of the date and time such would be presented to the City
Council for consideration to collect the delinquent balance in the same manner as
property taxes. These letters were mailed on February 25, 2000.
Water and state sales tax charges are excluded from this lien collection when the
account was for a residential rental property as stipulated in Chapter 14-3A-6B.2 ("For
residential rental properties where the charges for service are separately metered and
paid directly by the tenant and when the utility account is in the current tenant's name,
the rental property is exempt from a lien but only for delinquent water charges.")
STATE CODE PROVISIONS:
384.84 3a All rates or charges for the services of sewer systems, storm water drainage
systems, sewage treatment, solid waste collection, water, solid waste disposal, or any of these
services, if not paid as provided by ordinance of the council...are a lien upon the property or
premises served by any of these services upon certification to the County Treasurer that the
rates or charges are due.
384.84 3d "For a residential rental property where a charge for water service is separately
metered and paid directly by the tenant, the rental property is exempt from a lien for those
delinquent charges incurred after the landlord gives written notice to the city utility or enterprise
that the tenant is liable for the charges and a deposit not exceeding the usual cost of ninety
days of water service is paid to the utility or enterprise. Upon receipt, the utility or enterprise
shall acknowledge the notice and deposit...
To further explain, the City has chosen not to require the owner of a residential rental property
to pay a deposit equal to the usual cost of ninety days of water service (as stipulated in the
State Code) when the account for such property is in the tenant's name. The administrative
processing and computer programming required to manage such a deposit program would be
excessive. Rather, the City takes the position to exclude unpaid water service fees and state
March 13, 2000
Page 3
sales tax from the lien collection procedures for residential rental properties when the account
holder is a tenant.
As explained above, letters were sent on February 25, 2000 to account holders and property
owners advising of our lien collection procedures, the date and time these accounts would be
presented to City Council for consideration and provide the account holder/owner the
opportunity to pay the delinquent balance or the opportunity to be heard concerning the unpaid
charges.
Exhibit A identifies each unpaid delinquent account that is collectible through these lien proce-
dures. It lists the utility account number, service address, property parcel number, owners'
name and mailing address, tenants' name and mailing address, brief legal description of the
service address/property, period of time services were provided and an itemization of those
collectible delinquent charges.
We have itemized the total delinquent balance, $24,956.50, on Exhibit B SUMMARY OF
DELINQUENT ACCOUNTS, categorizing "tenants" versus "owners" and grouping subtotals by
payments, transfers to other utility accounts, write-offs, and liens. The beginning delinquent
total on inactive accounts represents .1 percent of the total billed dollars ($21,037,700) for
calendar year 1999.
We are requesting your approval to certify the balances due on the unpaid utility accounts listed
in Exhibit A to the Johnson County Auditor for collection in the same manner as property tax, as
per Chapter 14-3A-6B of the City Code, pursuant to Chapter 384, Code of Iowa (1997).
Attachments: Exhibit A
Exhibit B
Copies of collection letters (5)
~nadm\unpaid.doc
Tenant Accounts Exhibit A
Account: 001-585-23 Sewer Charges: $52.28
Assessor's Parcel #: 1010206001 Refuse Charges: $124.91
Service Address: 628 N Linn St Recycling Charges: $50.40
Owner: Judith Terry Total Due: $227.59
/
3575 Hanks Dr SE
Iowa City, IA 52240-8066
Tenant: Dawn Bennett
Tenant's Mailing Address: 3430 E Court St #4
Iowa City, IA 52245-3955
Legal Description: Original Town of Iowa City Block 54 Lot ~
Bill Date: May 19, 1999
Account: ~_295_02 Sewer Charges: $28.77
Assessor's Parcel #: 1 )004 Refuse Charges: $8.20
Service Address: 125 St Recycling Charges: $2.80
Owner: Jim Total Due: $39.77
4029 SW
Iowa City, 52240-8951
Tenant: Laura Watral
Tenant's Mailing Address: 5 Tasa LN
Hot Springs 71909-6826
Legal Description: Original Town of Block 59 Lot 1
Bill Date: Aug. 4, 1999
Account: 006-645-19 Sewer Charges: $45.32
Assessor's Parcel #: 1003486008 Refuse Charges: $33.90
Service Address: 837 N Summit Recycling Charges: $11.20
Owner: Bertha R Total Due: $90.42
%Crane & Ass
916 Maiden L
Iowa City, IA
Tenant: Wanda K UrJina
Tenant's Mailing Address: 837 N Summit St
Iowa City, I,k 52245-5934
Legal Description: Deweys Aed Block 4 Lot 3
Bill Date: Sep. 1, 1999
Account: 006-645-20 Sewer Charges: $4.66
Assessor's Parcel #: 1003486 08 Refuse Charges: $8.20
837 N S mmit St Recycling Charges: $2.80
Service Address: oB/oeC~rhaan~F~A~msss~r2
Owner: ng Total Due: $15.66
\
Austin AIrman
Tenant's Mailing Address: i
45-5934
Legal Description: Deweys Add Block 4 Lot 3
Bill Date: Nov. 3, 1999
~ntreas/Itr/LienLtrs00/list-ten00.doc
Tenant Accounts Exhibit A
Account: 006-900-11 Sewer Charges: $85.88
Assessor's Parcel #: 1010407009 Refuse Charges: $33.60
Service Address: 106 N Governor St Recycling Charges:
Owner: Greg Allen Total Due: $119.48
2427 Highway 6 NW
Tiffin, IA 52340-9395
Tenant: Matthew P Grimaldi
Tenant's Mailing Address: 106 N Governor St
Iowa City, IA 52245-2614
Legal Description: Iowa City Outlots Lot 5
Bill Date: July 14, 1999
Account: 010-545-06 Sewer Charges: $71.89
Assessor's Parcel #: 1015178008 Refuse Charges: $33.90
Service Address: 649 S Governor St Recycling Charges: $11.20
Owner: Jeff L Miller Total Due: $116.99
Tenant: Candy I ~'~erson
Tenant's Mailing Address: 329 1/2 N Gbvernor St
Iowa City, IA 5'~245-3119
Legal Description: Strohms Add
Bill Date: Aug. 4, 1999
Account: 020-205-12 Sewer Charges: $26.25
Assessor's Parcel #: 1014417001 Refuse Charges: $8.40
Service Address: 1303 2nd Ave Recycling Charges:
Owner: Larry Lynch Total Due: $34.65
%Advanced Prop mt
PO Box 5246
Coralville, IA
Tenant: Kay Addison
Tenant's Mailing Address: 1303 2nd Ave
Iowa City, IA _~240-2006
Legal Description: East Iowa Cil Resubdivision of Block 11 3
Bill Date: Mar. 10, 19<,
Account: Sewer Charges: $8.82
Assessor's Parcel #: 1014478~ Refuse Charges: $8.75
Service Address: 1311 2n~ Ave Recycling Charges: $2.80
Owner: Larry L) Total Due: $20.37
%Adva ced Prop Mgmt
PO Bo: ,
IA 52241-0246
Tenant: Thom~s Armbrecht
Tenant's Mailing Address: 4367 <ountry LN SE
Iowa Oity, IA 52240-8124
Legal Description: East Iowa City Resubdivision of Block 11 Lot 2
Bill Date: Jan. 20, 1999
~ntreas/ItrlLienLtrsOOIlist-tenOO.doc 2
Tenant Accounts Exhibit A
Account: 023-565-03 Sewer Charges: $5.96
Assessor's Parcel #: 1013167004 Refuse Charges: $13.13
Service Address: 3062 Muscatine Ave Recycling Charges: $4.20
Owner: Daniel R Ahrens Total Due: $23.29
PO Box 880
Iowa City, IA 52244-0880 /
Tenant: Henry F Sines
Tenant's Mailing Address: PO Box 2003
Iowa City, IA 52244-2003
Legal Description: Court Hill Add Part 12B Lot 426
Bill Date: Apr. 14, 1999
Account: 024-638-07 Sewer Charges: $26.43
Assessor's Parcel #: 1015432001 Refuse Charges:
Service Address: '~,102 S Gilbert Ct #3 Recycling Charges:
Owner: S~vation Army Total Due: $26.43
1116 S~ilbert Ct
Iowa City,'~LA 52240-4527
Tenant: David S Rai'i'den
Tenant's Mailing Address: 1102 S ~t #3
Iowa City, IA
Legal Description: Highland Park
Bill Date: Aug. 4, 1999
Account: 027-250-13 Sewer Charges: $11.57
Assessor's Parcel #: 1015408001 Refuse Charges: $25.15
Service Address: 1103 Marcy St Recycling Charges: $8.40
Owner: Thomas L Bayliss Total Due: $45.12
3810 500th St
Riverside, IA 52; !7-9307
Tenant: Gall A Winchip
Tenant's Mailing Address: 1103 Marcy St
Iowa City, IA 240-3330
Legal Description: EW Lucas 1 Lot 22
Bill Date: Aug. 25, 1999
Account: 028-699-10 Sewer Charges: $19.25
Assessor's Parcel #: 918229058 Refuse Charges:
Service Address: 447 S Scott Blvd Recycling Charges:
Owner: Mark B Phi ips Total Due: $19.25
%Court Hil Condos
403 S Sco~'t Blvd
Iowa City, A 52245-5509
Tenant: Creadell V4illiams
Tenant's Mailing Address: 2530 Ave ~ue A #3
Fort Madison, IA 52627-2241
Legal Description: Court Hill Condos Block 5 Lot 447
Bill Date: Jan. 27, 1999
fintreas/Itr/LienLtrs00/list-ten00.doc 3
Tenant Accounts Exhibit A
Account: 028-723-08 Sewer Charges: $20.23
Assessor's Parcel #: 918229030 Refuse Charges:
Service Address: 511 S Scott Blvd Recycling Charges:
Owner: Mary Adams Total Due: $20.23
%Court Hill Condos
403 S Scott Blvd
Iowa City, IA 52245-5509
Tenant: Ed Phipps
Tenant's Mailing Address: 511 S Scott Blvd
Iowa City, IA 52245-5511
Legal Description: Court Hill Condos Block 3 Lot 511
Bill Date: Aug. 4, 1999
//
/
Account: 031-335-11 .~ Sewer Charges: $12.73
/
Assessor's Parcel #: 1014336002 t Refuse Charges:
Service Address: 1131 Kirkwood Recycling Charges:
Owner: Silver Oak Develo 9nt Total Due: $12.73
%Kevin Hanick
2346 Mormon Trek Suite 200
Iowa City, IA
Tenant: Ann E Young
Tenant's Mailing Address: PO Box 163
Lone Tree, IA
Legal Description: Kirkwood PILot 16
Bill Date: June 23, 1999
Account: 033-140-29 Sewer Charges: $26.91
Assessor's Parcel #: 1023231002 Refuse Charges:
Service Address: 1102 Hollywood Blvd #5 Recycling Charges:
Owner: Nathan Zenack Total Due: $26.91
%AB Property Mgmt
PO Box 2807
Iowa City, IA
Tenant: Cheri L Ewert
Tenant's Mailing Address: 1102 Hollywood #5
Iowa City, IA 5224, 7045
Legal Description: Hollywood Manor, Part 1 Lot 1
Bill Date: Jan. 13, 1999
Account: 033-615-15 Sewer Charges: $14.15
Assessor's Parcel #: 1023238001 Refuse Charges: $8.75
Service Address: 1911 Taylor Recycling Charges: $2.80
Owner: Steve T Total Due: $25.70
1313 Sandusky Dr
Iowa City, IA 52240-5817
Tenant: Michelle Hogan
Tenant's Mailing Address: 723 S Timmers Ln
Appleton, WI 54914-4010
Legal Description: Hollywood Manor Add Part 3 Lot 136
Bill Date: May 5, 199~
~ntreas/Itr/LienLtrsOO/list-tenOO.doc 4
Tenant Accounts Exhibit A
Account: 033-650-11 ~// / Sewer Charges: $59.24
Assessors Parcel #: 1023238005 Refuse Charges: $16.40
Owner: on Total Due: $81.24
4960 Highway 6 SE
Iowa City, IA 5224C-9098
Tenant: Lesli M Hamilton
Tenant's Mailing Address: 727 20th Ave
Coralville, IA 52241-1630
Legal Description: Holl~ood Manor Acd Part 3 Lot 140
Bill Date: Oct. 13, 1999
Account: 033-665-14 Sewer Charges: $25.27
Assessor's Parcel ~: 1023238006 Refuse Charges: $53.20
Se~ice Address: 2023 Taylor Dr Recycling Charges: $10.77
Owner: Steve T Clark Total Due: $89.24
1313 Sandusky Dr
Iowa City, IA 52240-58 7
Tenant: Chad M Kenney
Tenant's Mailing Address: 2023 Taylor Dr
Iowa Ci~, IA 52240-705
Legal Description: Holl~ood Manor Add P 3
Bill Date: Aug. 11, 1999
Account: 033-670-19 Sewer Charges: $9.96
Assessor's Parcel ~: 1023238007 Refuse Charges: $8.75
SeNice Address: 2027 Taylor Dr ~ Recycling Charges: $2.80
Owner: Charles H Mason Total Due: $21.51
%Shawn Harris
Tenant: Robe~ A Lothri ge
Tenant's Mailing Address: PO Box 2021
tZ~
Legal Description:
Bill Date: July 7, 199
Account: 033-745-2~. Sewer Charges: $53.98
Assessor's Parcel ~: 10232410 J3 Refuse Charges: $26.25
SeNice Address: 2010 Tay~r Dr Recycling Charges: $8.40
Owner: James R Davis Total Due: $88.63
4097 Ki~y Lee Rd SW
Tenant: n
Legal Description: Holl~ood Manor Add Part 3 Lot 131
Bill Date: July 7, 1999
fintreaslltrlLienLtrsOOIlist-tenOO.doc 5
Tenant Accounts Exhibit A
Account: 033-815-22 Sewer Charges: $57.79
Assessor's Parcel #: 1023251002 Refuse Charges: $25.70
Service Address: 2110 Davis St #B t//, ~ocycling Charges: $8.40
Owner: Stephen T Clark tal Due: $91.89
1313 Sandusky Dr
Iowa City, IA 52240-5817
Tenant: Jamie C Dirkerson
Tenant's Mailing Address: 2110 Davis St #B
Iowa City, IA 52240-5813
Legal Description: Hollywood Manor Add Part 3 Lot 123
Bill Date: Aug. 18, 1999
Account: 033-835-10 Sewer Charges: $12.73
Assessor's Parcel #: 1023240004 Refuse Charges: $4.62
Service Address: 2022 Davis St Recycling Charges: $5.60
Owner: Zekun Zheng Total Due: $22.95
2022 Davis St
Iowa City, IA 52240-5812
Tenant: Phillip W Chapman Jr
Tenant's Mailing Address: PQ Box 164
Lac Du Flambeau, WI 54538-01
Legal Description: Hollywood Manor Add Part 3 Lot
Bill Date: May 26, 1999
Account: 033-850-19 Sewer Charges: $105.05
Assessor's Parcel #: 1023240002 Refuse Charges: $26.25
Service Address: 2012 Davis St Recycling Charges: $8.40
Owner: Charles Thompson Total Due: $139.70
%Advance Prop Mgmt
PO Box 5246
Coralville, IA 52241-024
Tenant: Denise M Whittington
Tenant's Mailing Address: 410 Dakota Trl
Iowa City, IA 52240-,<
Legal Description: Hollywood Manor Part 3 Lot 119
Bill Date: Feb. 3, 1999
Account: 036-831-20 Sewer Charges: $5.27
Assessor's Parcel #: 1015180005 Refuse Charges: $8.75
Service Address: 822 Page St Recycling Charges: $2.80
Owner: George Knorr Total Due: $16.82
%KIC Limited
330 Kimball R~
Iowa City, IA 52245-5825
Tenant: Chung~l Lin %Jason Zeroore ,
Tenant's Mailing Address: 822 Page St
Iowa City, IA ~52240-4614
Legal Description: Pages Add Replat of a portion of Block 4 Lot 5
Bill Date: July 14, 1999
~ntreas/Itr/LienLtrs00/~ist-ten00 .doc 6
Tenant Accounts Exhibit A
Account: 040-361-01 Sewer Charges: $54.86
Assessor's Parcel #: 1014487001 Refuse Charges:
Service Address: 1705 S 1 st Ave #C Recycling Charges:
Owner: Cahill Enterprises LP Total Due: $54.86
18 Donegal PI
Iowa City, IA 52246-2787
Tenant: The Associates Finance
Tenant's Mailing Address: 349 Edgewood Rd NW
Cedar Rapids, IA 5240
Legal Description: Qhl's SD Resubdivision Part of Lot 3 Lot 5
Bill Date: Jan. 13, 1999
Account: 041-115-07 ges: $137.13
Assessor's Parcel #: 1013329004 Charges: $16.95
Service Address: 1026 S 1 st Ave Recycling Charges: $5.60
Owner: Neptune Land Company Total Due: $159.68
13 Warwick Cir
Iowa City, IA 52240-2847
Tenant: Mark A Harrod
Tenant's Mailing Address: 1302 Ash St
Iowa City, IA 52240-2700
Legal Description: Towncrest Add Part I Block 1 Lot
Bill Date: Aug. 11, 1999
Account: 042-350-37 Sewer Charges: $122.52
Assessor's Parcel #: 1013306002 Refuse Charges:
Service Address: 1100 Arthur St #L6 Recycling Charges:
Owner: Mike Cooper Total Due: $122.52
%Town & Campus
1100 Arthur St Ofc
Iowa City, IA 52240-6644
Tenant: AleclAE Davis
Tenant's Mailing Address: 1100 Arthur St #L6
Iowa City, IA 52240-6616
Legal Description: Towncrest Add Part 2 Block 1 Lot 2
Bill Date: Dec. 22, 1999
Account: 043-598-06 Sewer Charges: $60.01
Assessor's Parcel #: 1024327070 Refuse Charges:
Service Address: 2470 Lakeside Recycling Charges:
Owner: Ahmed Farah Total Due: $60.01
%Chambers
800 2nd St
Coralville, IA
Tenant: Banny Shum
Tenant's Mailing Address: PO Box 2464
Iowa City, IA
Legal Description: Meadowlark Lot 6-3B
Bill Date: Feb. 3, 1999
'\
fintreas/Itr/LienLtrs00/lisFten00.doc 7
Tenant Accounts Exhibit A
Account: 043-651-05 Sewer Charges: $24.04
Assessor's Parcel #: 1024332022 Refuse Charges:
Service Address: 2631 Lakeside Dr #9 Recycling Charges:
Owner: You Min Wu Total Due: $24.04
2973 Oliver Ln NE
Iowa City, IA 52240-7960
Tenant: Patrick W Kent
Tenant's Mailing Address: 2631 Lakeside Dr #9
Iowa City, IA 52240-6819
Legal Description: Meadowlark II Condos Block 631 Lot 3B
Bill Date: May 12, 1999
Account: 044-067-04 Sewer Cha,r~s: $55.86
Owner: hip Tot~Due: $89.96
1720 Muscatine Ave
Iowa City, IA 52240-6432
Tenant: Eric J Gehl
Tenant's Mailing Address: 713 E Jefferson St Up
Iowa City, IA 52245-2433
Legal Description: Original Town of Iowa City BIo< 19 Lot 3
Bill Date: Aug. 4, 1999
Account: 044-635-16 Sewer Charges: $27.70
Assessor's Parcel #: 1010406008 Refuse Charges: $8.20
Service Address: 807 E Market St Recycling Charges: $2.80
Owner: Tas Partners Total Due: $38.70
%Jim Brenneman
2346 Mormon Trek Blvd Suite
Iowa City, IA 52246-4368
Tenant: Jessica S Snowden
Tenant's Mailing Address: 121 Grand St
Burlington, IA 52601-6110
Legal Description: Original Town of Iowa City l 5 Lot ~
Bill Date: Aug. 4, 1999
Account: 048-775-28 Sewer Charges:
Assessor's Parcel #: 1003206005 Refuse Charges: $23.17
Service Address: 328 Bjaysville Ln #2 Recycling Charges: $8.40
Owner: Charles Alberhasky Total Due: $31.57
227 Elizabeth St
Iowa City, IA 52245-3116
Tenant: Ruth D Wilson
Tenant's Mailing Address: 328 Bjaysville Ln #2
Iowa City, IA 52245-1604
Legal Description: Unrecorded plat o' Alberhasky Subdivision Gov Lot 2
Bill Date: Mar. 17, 1999
~ntreas/Itr/LienLtrs00/list-ten00.doc 8
Tenant Accounts Exhibit A
Account: 053-495-09 Sewer Charges: $113.47
Assessor's Parcel #: 1011461001 Refuse Charges: $26.25
Service Address: 1825 High St Recycling Charges: $8.40
Owner: Steve Bernhardt Total Due: $148.12
27 Glendale Ct
Iowa City, IA 52245-4431
Tenant: Michael L Richards
Tenant's Mailing Address: 1825 High St
Iowa City, IA 52245-4658
Legal Description: Adrians 1 st SD Lot 12
Bill Date: June 9, 1999
Account: 055-375-15 Charges: $197.63
Assessor's Parcel #: 1010481012 Charges: $25.70
Service Address: 928 E Burlington St Charges: $8.40
Owner: Don Lacina Due: $231.73
%Keystone Prop Mgmt
533 Southgate Ave
Iowa City, IA 52240-4437
Tenant: Matthew G Blinkinsop
Tenant's Mailing Address: 928 E Burlington St
Iowa City, IA 52240-3200
Legal Description: Iowa City Outlots Lot 2
Bill Date: Aug. 4, 1999
Account: 060-365-11 Sewer Charges: $15.56
Assessor's Parcel #: 1016404006 Refuse Charges: $2.05
Service Address: 311 Douglas Ct Recycling Charges: $0.70
Owner: Ruth A Barnhart Total Due: $18.31
1217 Wade St
Iowa City, IA 52240-2516
Tenant: Faith L Walker
Tenant's Mailing Address: PQ Box 2685
Iowa City, IA 52244-2
Legal Description: Wise Add Lot 46
Bill Date: Aug. 25, 1999
Account: 060-545-02 Sewer Charges: $160.04
Assessor's Parcel #: 1016426009 Refuse Charges: $44.25
Service Address: 1012 Hudso Recycling Charges: $8.40
Owner: Paul F Total Due: $212.69
12471 E~ Cir ~
Dubuqu, IA 52001-8831
Tenant: Nathani B Hodge 1 st
Tenant's Mailing Address: PO
Iowa City, IA 52244-2863
Legal Description: Bailey &Beck Add Lot 15
Bill Date: Mar. 17, 1999
~ntreas/lldLienLtmOO/list-tenO0 .doc 9
Tenant Accounts Exhibit A
Account: 062-055-22 Sewer Charges: $48.08
Assessor's Parcel #: 1016156004 Refuse Charges: $26.25
Service Address: 520 W Benton St Recycling Charges: $8.40
Owner: Richard McVey Total Due: $82.73
%Chambers Agency
800 2nd St Suite 500
Coralville, IA 52241-2670
Tenant: Daniel S Cooper
Tenant's Mailing Address: 520 W Benton St
Iowa City, IA 52246-5300
Legal Description: Lot 7 Survey of School Commissioner SD
Bill Date: June 16, 1999
Account: 062-120-13 Sewer Charges: $65.57
Assessor's Parcel #: 1016189002 Refuse Charges: $10.20
Service Address: 718 Giblin Dr Recycling Charges: $3.50
Owner: Marc Harding Total Due: $79.27
%Keystone Prop
533 Southgate Ave
Iowa City, IA 52240-44
Tenant: Leann L Billman
Tenant's Mailing Address: 718 Giblin Dr
Iowa City, IA 52246-5510
Legal Description: Giblins SD #2 Lot 13
Bill Date: Sep. 22, 1999
Account: 062-228-05 Sewer Charges: $30.55
Assessor's Parcel #: 1016188008 Refuse Charges: $8.20
Service Address: 206 W Benton St Recycling Charges: $2.80
Owner: Gene Nissley Total Due: $41.55
839 Coventry Ct
Iowa City, IA 5224 )226
Tenant: Barb A Zvonek
Tenant's Mailing Address: 8070 Iroquois
Tinley Park, IL
Legal Description: Cartwrights Block 4 Lot 5
Bill Date: Dec. 22, 199!
Account: 062-241 Sewer Charges: $265.30
Assessor's Parcel #: 1016188( Refuse Charges: $8.20
Service Address: 711 Orcl St Recycling Charges: $2.80
Owner: D & M ~erties Total Due: $276.30
4659 Lower West Branch Rd SE
Iowa City, IA 52240-9033
Tenant: Weston A Ganka
Tenant's Mailing Address: 2124 13th St
Coralville, IA 52241-1370
Legal Description: Cartwrights Add
Bill Date: Nov. 10, 1999
~ntreaslltr/LienLtrsOOIlist-tenOO.doc 1 O
Tenant Accounts Exhibit A
Account: 062-745-08 Sewer Charges: $109.67
Assessor's Parcel #: 1016127001 Refuse Charges: $16.40
Service Address: 308 Melrose Ct Recycling Charges: $5.60
Owner: Jacquelyn Scorza Total Due: $131.67
%Crane & Assoc
916 Maiden Ln
Iowa City, IA 52240-4731
Tenant: Demonica A Eston
Tenant's Mailing Address: PO Box 1595
Iowa City, IA 52244-1595
Legal Description: Custer SD Lot 2
Bill Date: Nov. 17, 1999
Account: 063-250-14 Charges: $44.89
Assessor's Parcel #: 1016201007 Charges: $26.25
Service Address: 5 Triangle PI Charges: $8.40
Owner: Ellis Shultz Due: $79.54
5431 Herbert Hoover Hwy
West Branch, IA 52358-9544
Tenant: Torey A Liepa
Tenant's Mailing Address: 819 Iowa Ave
Iowa City, IA 52240-5219
Legal Description: Triangle Place Add Lot 5
Bill Date: Feb. 17, 1999
Account: 064-103-08 Sewer Charges: $31.71
Assessor's Parcel #: 1009286001 Refuse Charges:
Service Address: 24 Lincoln Ave #8 Recycling Charges:
Owner: Lincoln Heights Inc Total Due: $31.71
%AB Property Mgmt
PO Box 2807
Iowa City, IA 52244-2807
Tenant: Robert A Bhatty
Tenant's Mailing Address: 604 Woodside Dr #8
Iowa City, IA 52246-34,'
Legal Description: Wilson Place Add
Bill Date: Aug. 4, 1999
Account: 068-330-07 Sewer Charges: $23.00
Assessor's Parcel #: 1012433004 Refuse Charges: $8.75
Service Address: 4 N Westmin ,r St Recycling Charges: $8.05
Owner: Deanna M Total Due: $39.80
15 Ct
Iowa Ci IA 52240-2800
Tenant: Pamel J Hoogerwerf
Tenant's Mailing Address: PO B x 614 ~
Iowa City, IA 52244-0614
Legal Description: jOual;~;9~dd Part 3 Lot 186
Bill Date:
~ntreas/ItrtLienLtrsOO/list-tenOO.doc 11
Tenant Accounts Exhibit A
Account: 072-240-08 Sewer Charges: $42.49
Assessor's Parcel #: 1012460021 Refuse Charges: $13.13
Service Address: 3012 Cornell Ave Recycling Charges: $4.20
Owner: Charles Thompson Total Due: $59.82
3885 N Saddleman PI
Eagle, ID 83616-2929
Tenant: Theresa J Soukup
Tenant's Mailing Address: 16284 County Line Rd
Ainsworth, IA 52201-9104
Legal Description: Oakwoods Add Part 1
Bill Date: Apr. 28, 1999
Account: 074-440-17 Sewer Charges: $29.42
Assessor's Parcel #: 1013427017 Refuse Charges:
Service Address: 3051 Wayne Ave #51 Recycling Charges:
Owner: Clam J Swan Total Due: $29.42
PO Box 2404
Iowa City, IA 52244-2404
Tenant: George M. Smith
Tenant's Mailing Address: 5050 Hacienda Dr #231
Dublin, CA 94568-7949
Legal Description: Deerfield Common Townhouse ;omplex
Bill Date: Aug. 11, 1999
Account: 076-260-15 Sewer Charges: $48.63
Assessor's Parcel #: 1017130009 Refuse Charges:
Service Address: 1839 Calvin Ct Recycling Charges:
Owner: S & R Apts Total Due: $48.63
%Alan Saba
1917 Hafor Dr
Iowa City, IA 52246-4615
Tenant: Tim P Keefe
Tenant's Mailing Address: 1839 Calvin Ct
Iowa City, IA 52246-3104
Legal Description: Parkview Condo Lot 183
Bill Date: July 28, 1999
Account: 076-290-24 Sewer Charges: $61.07
Assessor's Parcel #: 1017130002 Refuse Charges:
Service Address: 404 Westgate Recycling Charges:
Owner: S & R Apts Total Due: $61.07
%Alan Saba
1917 Hafor
Iowa City, 52246-4615
Tenant: David
Tenant's Mailing Address: 404 ate St
Iowa City, 52246-3127
Legal Description: Parkview Condo Lot 404
Bill Date: Oct. 27, 1999
fintreastltrlLienLtrsOOl3ist-tenOO,doc 12
Tenant Accounts Exhibit A
Account: 079-516-06 Sewer Charges: $64.58
Assessor's Parcel #: 1022106001 Refuse Charges:
Service Address: 861 Cross Park Ave #B Recycling Charges:
Owner: Bob Burns Total Due: $64.58
%Villa Garden Apts .
1015 Cross Park Ave Ofc
Iowa City, IA 52240-4440
Tenant: Thomas L Humburd Jr
Tenant's Mailing Address: 861 Cross Park Ave #B
Iowa City, IA 52240-4490
Legal Description: Braverman Center Block 1 Lot 11
Bill Date: Sep. 22, 1999
Account: 079-561-08 Sewer Charges: $86.56
Assessor's Parcel #: 1022106001 Refuse Charges:
Service Address: 1037 Cross Park Ave #B Recycling Charges:
Owner: Bob Burns Total Due: $86.56
%Villa Garden Apts
1015 Cross Park Ave Ofc
Iowa City, IA 52240-444(,
Tenant: Caroline Twitty
Tenant's Mailing Address: 1037 Cross Park Ave #B
Iowa City, IA 52240-4485
Legal Description: Braverman Center Block 1 11
Bill Date: Nov. 3, 1999
Account: 079-565-14 Sewer Charges: $33.88
Assessor's Parcel #: 1022106001 Refuse Charges:
Service Address: 1053 Cross Park Ave #A Recycling Charges:
Owner: Bob Burns Total Due: $33.88
%Villa Garden Apts
1015 Cross Park Ave
Iowa City, IA 5224{
Tenant: Cheryl D Bowman
Tenant's Mailing Address: 612 3rd Ave
Coralville, IA 52: -2002
Legal Description: Braverman Cer 1 Lot 11
Bill Date: Oct. 6, 1999
Account: 079-568-1: Sewer Charges: $24.09
Assessor's Parcel #: Refuse Charges:
Service Address: 1053 Park Ave #D Recycling Charges:
Owner: Bob Bur Total Due: $24.09
%Villa Apts
1015 Park Ave Ofc
Iowa C IA 52240-4440
Tenant: Esther R Lane
Tenant's Mailing Address: PO Box 3170
Iowa City, IA 52244-3170
Legal Description: Braverman Center Block 1 Lot 11
Bill Date: May 5, 1999
~ntreas/Itr/LienLtrs00/list-ten00.doc 13
Tenant Accounts Exhibit A
Account: 079-569-11 Sewer Charges: $61.43
Assessor's Parcel #: 1022106001 Refuse Charges:
Service Address: 1053 Cross Park Ave #E Recycling Charges:
Owner: Bob Burns Total Due: $61.43
%Villa Garden Apts
1015 Cross Park Ave Ofc
Iowa City, IA 52240-4440
Tenant: Dannielle C Mendez
Tenant's Mailing Address: 1053 Cross Park Ave #E
Iowa City, IA 52240-4486
Legal Description: Braverman Center Block 1 Lot 11
Bill Date: Oct. 6, 1999
Account: 079-571-13 /// Charges: $8.01
Assessor's Parcel #: 1022106001 Refuse Charges:
Service Address: 1053 Cross Park Ave #G Recycling Charges:
Owner: Bob Burns Total Due: $8.01
%Villa Garden Apts
1015 Cross Park Ave Ofc
Iowa City, IA 52240-4440
Tenant: DaclAT Jones
Tenant's Mailing Address: 307 Finkbine Ln
Iowa City, IA 52246-1700
Legal Description: Braverman Center Block 1 Lo 11
Bill Date: Jan. 20, 1999
Account: 079-627-06 Sewer Charges: $38.57
Assessor's Parcel #: 1022107044 Refuse Charges:
Service Address: 845 Cross Park Ave #2D Recycling Charges:
Owner: Mullen Farms Total Due: $38.57
%Southgate Dev
PO Box 1907
Iowa City, IA 52244-1907
Tenant: Susan B Cauvel
Tenant's Mailing Address: 845 Cross Park Ave
Iowa City, IA
Legal Description: Cross Park Condomir Block 2D L 845
Bill Date: Jan. 27, 1999
Account: 080-675-11 Sewer Charges: $170.43
Assessor's Parcel #: 1023258009 Refuse Charges: $41.25
Service Address: 2149 Davis Recycling Charges: $8.40
Owner: Charles Tho Total Due: $220.08
%Advance p Mgmt
PO Box 5246
Coralville, IA 52241-5246
Tenant: SylvlAL Dean
Tenant's Mailing Address: 2149 Davis St
Iowa City, IA 52240-5859
Legal Description: Hollywood Manor Part 5 Lot 276
Bill Date: Jan. 20, 1999
fintreas/Itr/LienLtrsOOllist-tenOO.doc 14
Tenant Accounts Exhibit A
Account: 081-065-16 Sewer Charges: $32.53
Assessor's Parcel #: 1023261003 Refuse Charges: $6.15
Service Address: 2220 Taylor Dr Recycling Charges: $2.10
Owner: Charles Thompson Total Due: $40.78
%Advance Prop Mgmt
PO Box 5246
Coralville, IA 52241-5246
Tenant: Nichelie L Brown
Tenant's Mailing Address: 2200 Taylor Dr
Iowa City, IA 52240-7043
Legal Description: Hollywood Manor Part 5 Lot 291
Bill Date: Dec. 22, 1999
Account: 087-863~12 Charges: $58.30
Assessor's Parcel #: 1017241018 Charges: $32.30
Service Address: 673 Westwinds Dr Charges: $4.20
Owner: GMT Enterprises LLC Total Due: $94.80
%Westwinds Prop Mgmt
26 E Market St
Iowa City, IA 52245-1728
Tenant: Falanga F Sula
Tenant's Mailing Address: 411 Peterson St #3
Iowa City, IA 52245-5120
Legal Description: Cedarpointe Condo Block CC Lot 4
Bill Date: Nov. 3, 1999
Account: 089-175-11 Sewer Charges: $64.95
Assessor's Parcel #: 1017379021 Refuse Charges: $16.40
Service Address: 1280 Dolen PI Recycling Charges: $5.60
Owner: Bertha R Armstrong Total Due: $86.95
%Crane & Assoc
916 Maiden Ln
Iowa City, IA 52240-473'
Tenant: Heather L Messer
Tenant's Mailing Address: 226 S Walnut St
North English, IA 6-9558
Legal Description: Ty'n Cae Add Part
Bill Date: Dec. 29, 1999
Account: 095-005-10 Sewer Charges: $40.59
Assessor's Parcel #: 1017253001 Refuse Charges:
Service Address: 722 Westw Dr #1 Recycling Charges:
Owner: GMT Ente LLC Total Due: $40.59
%Westwi Is Prop Mgmt
26 E St
Iowa City, IA 52245-1728
Tenant: Jessica _ Landt
Tenant's Mailing Address: 722 Westwinds Dr #1
Iowa City, IA 52246-4014
Legal Description: Trailridge Condo Unit H1
Bill Date: Aug. 4, 1999
fintreas,qtr/LienLtrs00/list-ten00.doc 15
Tenant Accounts Exhibit A
Account: 096-275-16 Sewer Charges: $17.39
Assessor's Parcel #: 1017326004 Refuse Charges:
Service Address: 2412 Shady Glen Ct Recycling Charges:
Owner: Southgate Dev Total Due: $17.39
PO Box 1907
Iowa City, IA 52244-1907
Tenant: Chad J Nierling
Tenant's Mailing Address: 2412 Shady Glen Ct
Iowa City, IA 52246-4114
Legal Description: Walden Ridge Part 1 Lot 9
Bill Date: Aug. 11, 1999
Account: 098-320-07 wer Charges: $135.06
Assessor's Parcel #: 1113478007 efuse Charges: $35.00
Service Address: 18 Phoenix PI Recycling Charges: $11.20
al Due
Owner: Ghassan G Sinada : $181.25
%Keystone Prop Mgmt
533 Southgate Ave
Iowa City, IA 52240-4437
Tenant: Danielle M Sulg
Tenant's Mailing Address: 400 1 st Ave #27
Coralville, IA 52241-2495
Legal Description: SW Estates SD Part 3 Lot 25
Bill Date: Feb. 17, 1999
~ntreas/ltr/LienLtrsOO/list-tenOO.doc 16
Owner Accounts Exhibit A
Account: 002-370-17 Water Charges: $51.97
Assessor's Parcel #: 1010162004 Sewer Charges: $136.69
Service Address: 319 N Van Buren St Refuse Charges: $59.60
Owner: Scott Tomer Recycling Charges: $19.60
319 N Van Buren St Total Due: $267.86
Iowa City, IA 52245-2849
Legal Description: Original Town of Iowa City Block 48 Lot 1
Bill Date: Nov. 17,1999
K
Account: 003-363-07 Water Charges: $27.10
Assessor's Parcel #: 1003482007 Sewer Charges: $28.77
Service Address: 914 1/2 N Dodge St Refuse Charges: $8.20
Owner: Ahmad Chamany Recycling Charges: $2.80
5160 Crestview Heights Qr Total Due: $66.87
Bettendorf, IA 52722-5627
Legal Description: 914-914 1/2 N Dodge St .ot 914
Bill Date: Nov. 3, 1999
Account: 010-330-20 Water Charges: $7.13
Assessor's Parcel #: 1015102021 Sewer Charges: $7.73
Service Address: 516 S Lucas St Refuse Charges: $8.20
Owner: D & M Property Recycling Charges: $2.80
%Southgate
PO Box 1907 Total Due: $25.86
Iowa City, IA 07
Legal Description: Berryhills 2n Block 1 Lot 8
Bill Date: Aug. 11, 19
Account: 01( 5-07 Water Charges: $36.61
Assessor's Parcel #: 101:178008 Sewer Charges: $38.59
Service Address: 64 S Governor St Refuse Charges:
Owner: L Miller Recycling Charges:
3025 Westberry Dr NE Total Due: $75.20
Iowa City, IA 52240-7893
Legal Description: Strohms Add Block 1 Lot 15
Bill Date: Aug. 18, 1999
~ntreaslllrllienltr,OOtlist-ownOO,doc
Owner Accounts Exhibit A
Account: 027-350-13 Water Charges:
Assessor's Parcel #: 1015410005 Sewer Charges: $2.69
Service Address: 910 Highland Ave Refuse Charges: $16.40
Owner: Michael Scott Hewitt Recycling Charges: $6.77
%Century 21
1927 Keokuk St Total Due: $25.86
Iowa City, IA 52240-4443
Legal Description: Sunnyside Add Block 2 Lot 5
Bill Date: Oct. 6, 1999
Account: 032-195-02 'ges:
Assessor's Parcel #: 1023191004 Charges: $38.22
Service Address: 2125 Western Rd Refuse Charges: $17.50
Owner: Eastern Iowa Propert~ _TD Recycling Charges: $5.60
PO Box 5132 Total Due: $61.32
Coralville, IA 52241-0' .2
Legal Description: Fair Meadows Add 3rd nit Block 4 Lot
Bill Date: Jul. 7, 1999
Account: 033-130-21 Water Charges: $23.77
Assessor's Parcel #: 1023231002 Sewer Charges: $22.46
Service Address: 1102 Hollywood Blvd Refuse Charges:
Owner: Nathan Zenack Recycling Charges:
%AB Property Mg~
PO Box 2807 Total Due: $46.23
Iowa City, IA ~07
Legal Description: Hollywood Part 1 Lot
Bill Date: Nov. 24, 19~,
Account: Water Charges: $31.38
Assessor's Parcel #: 10' il 58009 Sewer Charges: $53.71
Service Address: Webster St Refuse Charges: $24.60
Owner: JE A Beckman Recycling Charges: $8.40
913 Webster St Total Due: $118.09
Iowa City, IA 52240-4738
Legal Description: Pages Add Block 2 Lot 5
Bill Date: Nov. 10, 1999
~ntreas/Itr/~ienltr.00/list-own00.doc 2
Owner Accounts Exhibit A
Account: 051-085-15 Water Charges: $43.57
Assessor's Parcel #: 1017155015 Sewer Charges: $76.16
Service Address: 711 Westgate St Refuse Charges: $25.70
Owner: Marilyn DeGeus Recycling Charges: $8.40
711 Westgate St Total Due: $153.83
Iowa City, IA 522464638
Legal Description: Westgate SD Lot 73
Bill Date: Aug. 18, 1999
/
Account: 060472-00 Water Charges: $9.12
Assessor's Parcel #: 1016192010 Sewer Charges: $9.83
Service Address: 339 W Benton St Refuse Charges: $8.20
Park Dr Total Due: $29.95
Iowa City, IA 52245-514(:
Legal Description: West 1/2 of Lot 3 Lot 5
Bill Date: Sep.8, 1999
Account: 080-610-14 Water Charges: $115.63
Assesso~s Parcel #: 1023259004 Sewer Charges: $126.77
Service Address: 2150 Davis St Refuse Charges: $8.20
Owner: Lawrence Shih Recycling Charges: $2.80
1804 Crowley Total Due: $253.40
Longwood, ~-2764
Legal Description: Hollywood Part 5 _or 269
Bill Date: Aug. 18, 1
Account: 087- )-14 Water Charges: $18.19
Assessor's Parcel #: 10 )21 Sewer Charges: $18.23
Service Address: 3 Willow Wind PI Refuse Charges:
Owner: McFadden , Recycling Charges:
84 Brookview Ave Total Due: $36.42
Village, CA 91361-1625
Legal Description: Condo
Bill Date: Mar. 17, 1999
fintreas/Itrllienllr. OO/list-ownOO.doc 3
Owner Accounts Exhibit A
Account: 087-846-03 Water Charges: $24.25
Assessor's Parcel #: 1017354017 Sewer Charges: $24.21
Service Address: 2546 Rushmore Dr Refuse Charges:
Owner: BPR Rentals Recycling Charges:
%Southgate Dev
PO Box 1907 Total Due: $48.46
Iowa City, IA 52244-1907
Legal Description: Mormon Trek Village Condos Phase II Lot 91
Bill Date: Nov. 24, 1999
/
~ntreas/Itr/lienltr.00/list-own00 .doc 4
Exhibit B
SUMMARY OF INACTIVE DELINQUENT ACCOUNTS
(Unpaid Water, Sewer, Solid Waste and Recycling Services Combined)
March 16, 2000 f
Tena~ Owner % of
Accounts Total Total
Beginning Delinquent $13,9' .24 $10,980.26 $24,956.50 100%
Payments -5 ~3.67 -3,359.66 -8,743.33 35%
Transfers to other accounts !56.80 -1,208.16 -1,464.96 6%
Write-offs 725.23 -4,838.61 -8,563.84 34%
Lien 569.24 -1,209.35 -5,778.59 * 23%
Payment Arrangement -41.30 -364.48 -405.78 2%
Total $0.00 $0.00 $0.00 0%
Itemization Of Amount To Be Liened* Number Of Tenant and Owner Accounts Liened
Water 388.72 13 Owner Accounts
Sewer 3,980.02 62 Tenant Accounts
Refuse 1,074.16
Recycling 335.69
Total $5,778.59
Sample of letter sent to owner/manager as listed on utility account
when the account holder was a tenant showing any outstanding balance
from a final bill.
THIS LETTER IS FOR YOUR INFORMATION
Tenant:
Account:
Service Address:
Forwarding Address:
Final Bill Balance:
Date Account Closed:
A final City utility bill was processed on for the tenant in the service address listed
above. This letter is to inform you, as manager/owner of this property, of the final bill balance
after any payments or credits (including deposits) on the account have been applied to the
account balance. A collection letter will be mailed to your tenant, with a copy to you as owner,
23 days after the bill date.
If payments are not received, the unpaid delinquent balances due on closed accounts for a rental
property would be filed as a lien against the property and collected in the same manner as
property taxes. When the property is a residential rental property, and the account was in the
tenant's name, the lien amount would exclude any remaining delinquent water charges only, as
provided by State law.
Please contact this office at (319) 356-5066 should you have any questions concerning this bill.
Treasury Division
410 EAST WASHINGTON STREEI * IOWA CITY, IOWA S2240-1826 * {319) 356-5000 * FAX (319) 356-5009
Sample of letter sent to account holder and/or owner/manager of a
residential rental property 23 days after the final bill.
NOTICE OF OVERDUE ACCOUNT FOR UTILITY SERVICE
Service Address:
Account #:
Past Due Amount:
Dear Valued Customer,
At one time or another, we have all had the occasion to be grateful for being reminded of
something we have overlooked. No doubt the past due amount listed above has escaped your
attention. So, will you take a moment now and mail your payment while you have this reminder
before you?
If you would like to verify receipt of your payment, please contact our office at (319) 356-5066.
The following information is provided to advise you of the actions that we are required to take as
stipulated in Title 14-3A-5 and 6 of the City Code:
The above requested payment includes, $0.00, which is a five (5) percent charge of the current
bill charges for water, sewer, refuse and/or recycling services.
cc: Landlord
410 EAST WASHINGTON STREET · IOWA CITY, IOWA 52240-1826 * (319) 356-5000 · FAX (319} 356-5009
l'~..~jiIi
Sam~ie of ietter se~t to account holders advising
to &n active aacou~t for coliectio~.
BALANCE DUE DATE: 18 - FEB - 0 0
Dear Utility Customer,
Our records continue to reflect an overdue account for water,
sewer and/or refuse and recycling services at the inactive address
noted above. We ask for your cooperation to bring this matter to
an early and satisfactory conclusion.
The above requested payment includes $ , which is a five (5)
percent charge of the current bill charges for water, sewer,
refuse and/or recycling services.
If we do not receive payment in our office by the balance due date
shown above, this past due balance will be transferred to the
current account number shown above.
If you have any questions, please contact Utilities customer
service at 356-5067. Thank you for your prompt attention in this
matter.
Sincerely,
Customer Service Representative
410 EAST WASHINGTON STREET * IO~A'A CITY, IOWA 52240-1826 · (319} 356-5000 · FAX (319) 356-5009
UTILITY SERVICES
Tenant Name:
Service Address:
Account #:
Bill Date:
Total Bill:
Water:
Sewer:
Refuse:
Recycling:
NSF/Returned Payment:
Dear Owner/Manager,
This letter is to inform you that the above tenant/account holder has not responded to our
collection notices or paid their final utility bill for services to the above service address. As
owner of this property, we are advising you of this delinquency and the next collection
procedure.
If this payment is not received from the tenant, we will notify this tenant and you that the unpaid
balance will be assessed against this property as a statuary lien and certified to the Auditor of
Johnson County, Iowa for collection in the same manner as a property tax pursuant to Section
384.84, Code of Iowa (1997) and Section 14-3A-6 of the City Code. Any unpaid water service
fees will be excluded from this statuary lien.
If you have any questions regarding this notice, please call customer service at (319) 356-5066.
Treasury Division
410 EAST WASHINGTON STREET * IOWA CITY, IOWA 52240-1826 * (319) 356-5000 * FAX (319) 356-5009
sample of lien collection letter.
Februan/25, 2000
Account:
AsSessoF's PSFCe)
Se~ice Address:
*~ateF Charges:
Se~er Charges:
Refuse Charges: $
Rec~d)ng Charges: $
BH) Date:
8e~ioe A~L Ho)deF:
Re: Not(ce of ~ntent to Ce~)~ Uen
Pu~uant to state and ci~ law and by reason of your interests in the real p~ listed he~in as "Se~ice
Add~ss," you a~ hereby notified that resoldions ~n~ming unpaid water, wastewater (sani~? seweO, solid
waste, and/or re,cling cha~es for seNi~s furnished to your p~pe~, including fees and ~nalties, will
~nsidered by ~e Ci~ Council of Iowa Ci~, Iowa, at a public headng on ~e 21~ of March, 2000, at 7 p.m. in the
Council Chamber, Civic Center, 410 E. Washington Street, Iowa Ci~, Johnson Count, Iowa. The question
~fo~ ~e Ci~ Council will be whether the delinquent amount stated above shall ~ assessed against your
prope~ as a statuto~ lien and ~i~ed to the Treasurer of Johnson Count, Iowa for coiledion in the same
manner as a prope~ tax pumuant to Section 3~.~, Code of Iowa (1997) and Sealion 14-3A~ of the Ci~
A~rding to Ci~ re~rds, seNi~s were fumished to the seNice address listed above, and payment has not
been revived to date. If payment in full is revived pdor to the date of the Council headng, the a~ount will be
removed from ~e Council listing.
If this is a rental prope~ that was in a tenant's name, Section 14-3A~(B)(2) of the Ci~ Code provides:
* "For residential rental prope~es where the charges for seNice am separately metered and paid
dire~ly by ~e tenant and when the ~ili~ a~unt is in the cuffent tenant"s name, the rental
prope~ is exempt from a lien but only for delinquent water charges."
Pemons desidng to be heard on this ma~er should appear before the Ci~ Council at the time stated a~ve.
If you have any questions, please ~11 356-5065.
Sin~rely,
Dianna Fu~an
Customer Se~i~ Manager
6nlra~lr~i~lt~ .~ -It~ .d~
410 EAST WASHINGTON STREET · IO~VA ('IIY. IOWA 52240-1826 · (319l 356-5000 , FAX (319) 356-5009
l 03-21-00
18
Prepared by: Kim Johnson, Public Works, 410 E. Washington St., Iowa City, IA 52240 (319) 356-5139
RESOLUTION NO. 00-1 15
RESOLUTION AUTHORIZING MAILING AND PUBLICATION OF NOTICE OF
INTENT TO COMMENCE PUBLIC IMPROVEMENT PROJECT TO CONSTRUCT
THE FIRST AVENUE WATERMAIN PROJECT AND TO ACQUIRE PROPERTY
FOR THE PROJECT; AND SE'I'!'ING DATE OF PUBLIC HEARING.
WHEREAS, under the provisions of Sections 6B.2A and 6B.2B of the Iowa Code, a governmental
body which proposes to acquire property under power of eminent domain for a public
improvement project is required to give notice of intent to commence the project to all property
owners whose properties may be acquired in whole or in part for the project; and
WHEREAS, the City Council of the City of Iowa City intends to commence a project to construct
the First Avenue Watermain Project, which includes watermain installation, which project is to be
known as the First Avenue Watermain Project; and
WHEREAS, before the City of Iowa City can proceed with said project, the City Council must:
a. Hold a public hearing, providing the opportunity for public input on the question of
proceeding with the public improvement and on the acquisition or condemnation of
property interests for the project; and
b. Adopt a resolution declaring its intent to proceed with said project and authorizing the
acquisition of property interests required for the project by negotiation or condemnation.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA
CITY, IOWA, THAT:
1. Documentation showing the proposed location of the First Avenue Watermain Project shall be
placed on file in the office of the City Clerk and made available for public viewing.
2. A public hearing on the City's intent to proceed with the First Avenue Watermain Project and
to acquire property rights therefore is to be held on the 2nd day of May, 2000, at 7:00 p.m. in
the Council Chambers, Civic Center, Iowa City, Iowa, or if said meeting is cancelled, at the
next meeting of the City Council thereafter as posted by the City Clerk.
3. The City Clerk is hereby authorized and directed to publish notice of the public hearing for the
above-named project in a newspaper published at least once weekly and having a general
circulation in the City, not less than four (4) nor more than twenty (20) days before said
hearing.
4. The Department of Public Works and City Clerk are hereby authorized and directed to cause
notice of the City's intent to proceed with said project and authorize the acquisition of property
for said project to be mailed and published as required by law with said Notice of Intent to be
in substantially the attached form.
Resolution No. 00-115
Page 2
Passed and approved this 21st day of Narch ,20 00
d by
It was moved by 0' Donne] ] and seconded by Vanderhoef the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Champion
X Kanner
X Lehman
X O'Donnell
X Pfab
X Vanderhoef
× Wilburn
pweng/res\l "main .doc
NOTICE OF INTENT TO COMMENCE A PUBLIC IMPROVEMENT PROJECT
AND TO ACQUIRE PROPERTY RIGHTS WHICH MAY BE NEEDED FOR THE FIRST
AVENUE WATERMAIN PROJECT
TO: Eugene M. Kehoe Plum Grove Acres, Inc.
2218 Rochester Avenue PO Box 2208
Iowa City, IA 52245 Iowa City, IA 52244
Under the provisions of House File 476, enacted by the General Assembly and signed
by the Governor during the 1999 Legislative Session, a governmental body which
proposes 'to acquire property rights under power of eminent domain for a public
improvement project is required to give notice of intent to commence the project to all
property owners whose properties may be affected. (See new Sections 6B.2A and
6B.2B of the Iowa Code)
1. DESCRIPTION OF THE PROJECT; INTENDED USE OF PRIVATE PROPERTY
WHICH MAY BE ACQUIRED.
NOTICE IS HEREBY GIVEN to the above-identified property owners that the City Council
of the City of Iowa City will consider authorizing the commencement of a project to
install a 24" watermain and sidewalk which project is to be known as the First Avenue
Watermain Project.
Property rights acquired for the project will be used for: · Construction and installation of watermain and sidewalk
· Temporary storage of construction materials and equipment
2. PRIVATE PROPERTY RIGHTS MAY BE ACQUIRED BY NEGOTIATION OR
CONDEMNATION.
If the above-described project is approved by the City Council, the City may need to
acquire property rights for the project improvements. Property rights may include a
temporary construction easement, a permanent easement, and/or a fee simple parcel
(complete ownership). Upon review of Johnson County property records, it appears
that properties or portions of properties owned by the above-identified persons may
have to be acquired for the project by the methods described above. The City will
attempt to purchase the required property by good faith negotiations. If negotiations
are unsuccessful, the City will condemn those property rights which it determines are
necessary for the project. The proposed location of the above-described public
improvement is shown on the documentation which is now on file in the office of the
City Clerk and available for public viewing.
3. CITY PROCESS TO DECIDE TO PROCEED WITH THE PROJECT AND TO
ACQUIRE PROPERTY RIGHTS; CITY COUNCIL ACTION REQUIRED TO PROCEED
WITH PROJECT; OPPORTUNITY FOR PUBLIC INPUT.
The City has provided funding in its budget for this project, as well as funding to
acquire any property rights that may be needed for the project. City staff has analyzed
the options for how to proceed with this project and has coordinated project planning
with other appropriate agencies. The planning has reached the point where preliminary
designs now indicate that certain property rights may need to be acquired. Any public
comment will be considered in preparing the final designs, particularly as private
property may be affected.
2
In making the decision to proceed with the above-described project and to acquire
property rights, the City Council is required to hold a public hearing, giving persons
interested in the proposed project the opportunity to present their views regarding the
project, and regarding the proposed acquisition of property rights for the project. The
public hearing will be held on the 2nd day of May, 2000 in the City Council Chambers,
Civic Center, 410 East Washington Street, Iowa City, Iowa, commencing at 7:00 p.m.
or, if cancelled, at the next meeting of the City Council thereafter as posted by the City
Clerk. In order to proceed with the above-described project and commence the
acquisition of property rights for the project, the City Council will be required to
approve the project and authorize acquisition of private property rights for the project
by Councii resolution. The City Council is scheduled to consider adoption of a resolution
of the City's intent to proceed with the above-described project following the public
hearing.
When an appraisal is required, if the project is approved by the City Council, an
appraiser will determine the compensation to be paid for easements and/or property
acquired in fee simple. The City will offer no less than the appraised value and will
attempt to purchase only the needed property by good faith negotiations. if the City is
unable to acquire properties needed for the project by negotiation, the City will acquire
those property rights by condemnation.
4. STATUS OF PROJECT PLANNING.
The above-described project was identified for construction as part of the Capital
Improvement Program approved by the City Council on March 7, 2000 pursuant to
Resolution No. 00-84. The project is currently scheduled for construction in the 2000
construction season.
5. THIS NOTICE IS FOR INFORMATION ONLY AND IS NOT AN OFFER TO
PURCHASE PROPERTY RIGHTS.
The City Council of the City of Iowa City, Iowa has not yet determined to undertake the
above-described project or to acquire property rights for the project. This Notice does
not constitute an offer to purchase property rights.
6. STATEMENT OF RIGHTS.
Just as the law grants certain entities the right to acquire private property, you as the
owner of property have certain rights. You have the right to:
a. Receive just compensation for the taking of property. (Iowa Const., Article I,
Section 18)
b. An offer to purchase which may not be less than the lowest appraisal of the fair
market value of the property. (Iowa Code § § 6B.45, 6B54)
c. Receive a copy of the appraisal, if an appraisal is required, upon which the
acquiring agency's determination of just compensation is based not less than 10
days before being contacted by the acquiring agency's acquisition agent. ( Iowa
Code §6B.45)
d. When an appraisal is required, an opportunity to accompany at least one
appraiser of the acquiring agency who appraises your property. (Iowa Code
§6B.54)
3
e. Participate in good faith negotiations with the acquiring agency before the
acquiring agency begins condemnation proceedings. (Iowa Code 56B.3(1))
f. If you cannot agree on a purchase price with the acquiring agency, a
determination of just compensation by an impartial compensation commission
and the right to appeal its award to district court. (Iowa Code 55 6B.4, 6B.7,
and 6B. 18)
g. A review by the compensation commission of the necessity for the
co~'demnation if your property is agricultural land being condemned for industry;
(Iowa Code 5 6B.4A)
h. Payment of the agreed upon purchase price, or if condemned, a deposit of the
compensation commission award before you are required to surrender
possession of the property. (Iowa Code 55 6B.25 and 6B.54(11))
i. Reimbursement for expenses incidental to transferring title to the acquiring
agency. (Iowa Code §5 6B.33 and 6B.54(10))
j. Reimbursement of certain litigation expenses: (1) if the award of the
compensation commissioners exceeds 110 percent of the acquiring agency's
final offer before condemnation; and (2) if the award on appeal in court is more
than the compensation commissioner's award. (Iowa Code 56B.33)
k. At least 90 days written notice to vacate occupied property. (Iowa Code 5
6B.54(4))
I. Relocation services and payments, if you are eligible to receive them, and the
right to appeal your eligibility for and amount of payments. (Iowa Code 5316.9)
The rights set out in this Statement are not claimed to be a full and complete list or
explanation of an owner's rights under the law. They are derived from Iowa Code
Chapters 6A, 6B and 316. For a more thorough presentation of an owner's rights, you
should refer directly to the Iowa Code or contact an attorney of your choice.
City Clerk
~'~ ~ 03-21-00
19
Prepared by: Kim Johnson, Public Works, 410 E. Washington St., Iowa City, IA 52240 (319) 356-5139
RESOLUTION NO. nn-~ 16
RESOLUTION AUTHORIZING MAILING AND PUBLICATION OF NOTICE OF
INTENT TO COMMENCE PUBLIC IMPROVEMENT PROJECT TO CONSTRUCT
THE CAPTAIN IRISH PARKWAY EXTENSION, FIRST AVENUE EXTENSION
WATERMAIN INSTALLATION, AND FIRST AVENUE EXTENSION GRADING
PROJECT, AND TO ACQUIRE PROPERTY FOR THE PROJECT; AND
SETTING DATE OF PUBLIC HEARING.
WHEREAS, under the provisions of Sections 6B.2A and 6B.2B of the Iowa Code, a governmental
body which proposes to acquire property under power of eminent domain for a public
improvement project is required to give notice of intent to commence the project to all property
owners whose properties may be acquired in whole or in part for the project; and
WHEREAS, the City Council of the City of Iowa City intends to commence a project to construct
the Captain Irish Parkway Extension, First Avenue Extension Watermain Installation, and First
Avenue Extension Grading Project, which includes water main installation, grading, paving,
sidewalks, storm sewer, and related construction work, which project is to be known as the
Captain Irish Parkway Extension, First Avenue Extension Watermain Installation, and First
Avenue Extension Grading Project; and
WHEREAS, before the City of Iowa City can proceed with said project, the City Council must:
a. Hold a public hearing, providing the opportunity for public input on the question of
proceeding with the public improvement and on the acquisition or condemnation of
property interests for the project; and
b. Adopt a resolution declaring its intent to proceed with said project and authorizing the
acquisition of property interests required for the project by negotiation or condemnation.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA
CITY, IOWA, THAT:
1. Documentation showing the proposed location of the Captain Irish Parkway Extension, First
Avenue Extension Watermain Installation, and First Avenue Extension Grading Project shall
be placed on file in the office of the City Clerk and made available for public viewing.
2. A public hearing on the City's intent to proceed with the Captain Irish Parkway Extension, First
Avenue Extension Watermain Installation, and First Avenue Extension Grading Project and to
acquire property rights therefore is to be held on the 2nd day of May, 2000, at 7:00 p.m. in the
Council Chambers, Civic Center, Iowa City, Iowa, or if said meeting is cancelled, at the next
meeting of the City Council thereafter as posted by the City Clerk.
3. The City Clerk is hereby authorized and directed to publish notice of the public hearing for the
above-named project in a newspaper published at least once weekly and having a general
circulation in the City, not less than four (4) nor more than twenty (20) days before said
hearing.
Resolution No. 00-116
Page 2
4. The Department of Public Works and City Clerk are hereby authorized and directed to cause
notice of the City's intent to proceed with said project and authorize the acquisition of property
for said project to be mailed and published as required by law with said Notice of Intent to be
in substantially the attached form,
Passed and approved this 21st day of Narch ,2000
-
Appro by
It was moved by Vander'hoef and seconded by 0'Donnel '1 the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
× Champion
X Kanner
X Lehman
X O'Donnell
X Pfab
X Vanderhoef
X Wilburn
pweng/res/notidSh.doc
NOTICE OF INTENT TO COMMENCE A PUBLIC IMPROVEMENT PROJECT
AND TO ACQUIRE PROPERTY RIGHTS WHICH MAY BE NEEDED FOR THE CAPTAIN
IRISH PARKWAY EXTENSION, FIRST AVENUE EXTENSION - WATERMAIN
INSTALLATION, AND FIRST AVENUE EXTENSION - GRADING PROJECT
TO: Hazel Graham American College Testing Program
4679 Herbert Hoover Hwy SE PO Box 168
Iowa City, IA 52240 Iowa City, IA 5224
Oscar W. Smith Nadine T. Larson
3'i06 Rochester Avenue 2201 Dubuque Rd.
Iowa City, IA 52245 Iowa City, IA 52240
Ralph J. Krall Nadine T. Larson
c/o Sharon Hunter Charles Jeffrey Larson
4788 340'h Street NE Lori Faith Larson, et al
Iowa City, IA 52240 2201 Dubuque Rd.
Iowa City, IA 52240
Gary R. & Susann K. Hamdorf
2545 Bluffwood Dr.
Iowa City, IA 52245
Under the provisions of House File 476, enacted by the General Assembly and signed
by the Governor during the 1999 Legislative Session, a governmental body which
proposes to acquire property rights under power of eminent domain for a public
improvement project is required to give notice of intent to commence the project to all
property owners whose properties may be affected. (See new Sections 6B.2A and
6B.2B of the Iowa Code)
1. DESCRIPTION OF THE PROJECT; INTENDED USE OF PRIVATE PROPERTY
WHICH MAY BE ACQUIRED.
NOTICE IS HEREBY GIVEN to the above-identified property owners that the City Council
of the City of Iowa City will consider authorizing the commencement of a project which
includes grading, paving, sidewalks, storms sewer watermains and related construction
which project is to be known as the Captain Irish Parkway Extension, First Avenue
Extension - Watermain Installation, and First Avenue Extension - Grading Project.
Property rights acquired for the project will be used for: · Grading and pavement of arterial roadway extension
· Grading of future arterial roadway extension
Construction and installation of watermain, storm sewer, and sidewalks
· Temporary storage of construction materials and equipment
· Staging of construction activities
2. PRIVATE PROPERTY RIGHTS MAY BE ACQUIRED BY NEGOTIATION OR
CONDEMNATION.
If the above-described project is approved by the City Council, the City may need to
acquire property rights for the project improvements. Property rights may include a
temporary construction easement, a permanent easement, and/or a fee simple parcel
(complete ownership)., Upon review of Johnson County property records, it appears
that properties or portions of properties owned by the above-identified persons may
have to be acquired for the project by the methods described above. The City will
2
attempt to purchase the required property by good faith negotiations. If negotiations
are unsuccessful, the City will condemn those property rights which it determines are
necessary for the project. The proposed location of the above-described public
improvement is shown on the documentation which is now on file in the office of the
City Clerk and available for public viewing.
3. CITY PROCESS TO DECIDE TO PROCEED WITH THE PROJECT AND TO
ACQUIRE PROPERTY RIGHTS; CITY COUNCIL ACTION REQUIRED TO PROCEED
WITH PROJECT; OPPORTUNITY FOR PUBLIC INPUT.
The City' has provided funding in its budget for this project, as well as funding to
acquire any property rights that may be needed for the project. City staff has analyzed
the options for how to proceed with this project and has coordinated project planning
with other appropriate agencies. The planning has reached the point where preliminary
designs now indicate that certain property rights may need to be acquired. Any public
comment will be considered in preparing the final designs, particularly as private
property may be affected.
In making the decision to proceed with the above-described project and to acquire
property rights, the City Council is required to hold a public hearing, giving persons
interested in the proposed project the opportunity to present their views regarding the
project, and regarding the proposed acquisition of property rights for the project. The
public hearing will be held on the 2rid day of May, 2000 in the City Council Chambers,
Civic Center, 410 East Washington Street, Iowa City, Iowa, commencing at 7:00 p.m.
or, if cancelled, at the next meeting of the City Council thereafter as posted by the City
Clerk. In order to proceed with the above-described project and commence the
acquisition of property rights for the project, the City Council will be required to
approve the project and authorize acquisition of private property rights for the project
by Council resolution. The City Council is scheduled to consider adoption of a resolution
of the City's intent to proceed with the above-described project following the public
hearing.
When an appraisal is required, if the project is approved by the City Council, an
appraiser will determine the compensation to be paid for easements and/or property
acquired in fee simple. The City will offer no less than the appraised value and will
attempt to purchase only the needed property by good faith negotiations. If the City is
unable to acquire properties needed for the project by negotiation, the City will acquire
those property rights by condemnation.
4. STATUS OF PROJECT PLANNING.
The above-described project was identified for construction as part of the Capital
Improvement Program approved by the City Council on March 7, 2000 pursuant to
Resolution No. 00-84. The project is currently scheduled for construction in the 2000
construction season.
5. THIS NOTICE IS FOR INFORMATION ONLY AND IS NOT AN OFFER TO
PURCHASE PROPERTY RIGHTS.
The City Council of the City of Iowa City, Iowa has not yet determined to undertake the
above-described project or to acquire property rights for the project. This Notice does
not constitute an offer to purchase property rights.
6. STATEMENT OF RIGHTS.
Just as the law grants certain entities the right to acquire private property, you as the
owner of property have certain rights. You have the right to:
a. Receive just compensation for the taking of property. (Iowa Const., Article I,
Section 18)
b. An offer to purchase which may not be less than the lowest appraisal of the fair
market value of the property. (Iowa Code § § 6B.45, 6854)
c. ReCeive a copy of the appraisal, if an appraisal is required, upon which the
acquiring agency's determination of just compensation is based not less than 10
days before being contacted by the acquiring agency's acquisition agent. ( Iowa
Code §6B.45)
d. When an appraisal is required, an opportunity to accompany at least one
appraiser of the acquiring agency who appraises your property. (Iowa Code
§6B.54)
e. Participate in good faith negotiations with the acquiring agency before the
acquiring agency begins condemnation proceedings. (Iowa Code §6B.3(1))
f. If you cannot agree on a purchase price with the acquiring agency, a
determination of just compensation by an impartial compensation commission
and the right to appeal its award to district court. (Iowa Code § § 6B.4, 6B.7,
and 6B. 18)
g. A review by the compensation commission of the necessity for the
condemnation if your property is agricultural land being condemned for industry;
(Iowa Code § 6B.4A)
h. Payment of the agreed upon purchase price, or if condemned, a deposit of the
compensation commission award before you are required to surrender
possession of the property. (Iowa Code § § 6B.25 and 6B.54(11 ))
i. Reimbursement for expenses incidental to transferring title to the acquiring
agency. (Iowa Code §§ 6B.33 and 6B.54(10))
j. Reimbursement of certain litigation expenses: ( 1 ) if the award of the
compensation commissioners exceeds 110 percent of the acquiring agency's
final offer before condemnation; and (2) if the award on appeal in court is more
than the compensation commissioner's award. (Iowa Code §6B.33)
k. At least 90 days written notice to vacate occupied property. (Iowa Code §
6B.54(4))
I. Relocation services and payments, if you are eligible to receive them, and the
right to appeal your eligibility for and amount of payments. (Iowa Code §316.9)
The rights set out in this Statement are not claimed to be a full and complete list or
explanation of an owner's rights under the law. They are derived from Iowa Code
Chapters 6A, 6B and 316. For a more thorough presentation of an owner's rights, you
should refer directly to the Iowa Code or contact an attorney of your choice.
City Clerk
City of Iowa City
MEMORANDUM
Date: March 20, 2000
To: City Council 2
From: Eleanor M. Dilkes, City AttorneyJ
Re: Captain Irish Parkway Extension, First Avenue Extension Water Main Installation,
and First Avenue Extension Grading Project - Initiative Issues
On your agenda for March 21, 2000 as item #19 is a resolution authorizing the mailing and
publication of notice of intent to commence the above-referenced project, which includes the
First Avenue Extension Grading, and setting a public hearing for May 2nd. If this resolution
passes, your May 2nd agenda will include the public hearing and a resolution of your intent to
commence the project and authorize acquisition of property necessary for the project.
As you know, there have been a number of inquiries from persons on both sides of the First
Avenue issue about the initiative process in the City Charter. The City Charter allows initiatives
on policies or plans, but not on the execution or administration of a policy or plan. Thus, the
analysis of whether the Charter allows an initiative on First Avenue depends on whether the
initiative interferes with or dictates the execution of the First Avenue plan.
A citizen initiative is just that, a measure proposed by the citizens. It is not my place to draft
such a proposed measure. I have attempted to avoid giving opinions on hypothetical initiatives
and scenarios. However, your March 21st agenda sets in motion a proposed schedule for the
grading project and I have been asked how this schedule, if implemented, will affect an initiative
to delay the grading project.
It is my opinion that if the Council adopts a resolution commencing the above-referenced
project, including the First Avenue extension grading project, on May 2nd, such action would
constitute execution of the First Avenue extension plan and would cut off the right of initiative to
delay the project. There are three principal factual reasons for this. First, the property acquisition
necessary for the First Avenue Extension will be a right-of-way as opposed to a water main
easement. Second, the grading would be unnecessary but for First Avenue. Finally, the
distance between the two water mains will be greater in anticipation of the road.
If Council passes the resolution to proceed with the project on May 2, 2000, an initiative petition
to delay the grading could proceed to a vote if certified as sufficient (i.e. having the requisite
number of signatures) prior to Council's action on May 2nd.
Please call me if you have any questions.
cc: Steve Atkins
Dale Helling
Madan Karr
Sarah Holecek
Chuck Schmadeke
Rick Fosse
Karin Franklin
eleanor~memos\captnirish .doc
/~ i~l~ I 03-21-00
20
Prepared by: Eleanor M. Dilkes, City Attomey, 410 E. Washington St., Iowa City, IA 52240 (319) 356-5030
RESOLUTION NO. 00-117
RESOLUTION ADOPTING A STANDING RULE REGARDING THE EFFECT OF
A COUNCIL MEMBER'S ABSTENTION WHEN NOT REQUIRED BY A
CONFLICT OF INTEREST.
WHEREAS, pursuant to Section 380.4 of the State Code, in the absence of a conflict of interest a
Council member who abstains is included for purposes of determining whether a measure has
passed; and
WHEREAS, legal significance or effect must be given to a Council Member's abstention when the
abstention is not required by a conflict of interest in order to prevent frustration or abuse of the
legislative process; and
WHEREAS, in order to assure that a Council Member must vote "no" in order to defeat a measure
and may not do so by inaction, the City Council desires to adopt a standing rule that abstentions
not due to a stated conflict of interest shall be deemed to be a vote with the majority or, in cases
of a tie vote, a vote in the affirmative.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA CITY,
IOWA, THAT:
1. The City Council of the City of Iowa City hereby adopts a standing rule that an abstention for
reasons other than a conflict of interest shall be deemed a vote with the majority or, in cases
of a tie vote, a vote in the affirmative. For purposes of this rule, the statement of a Council
Member that the Council Member declines to vote by reason of a conflict of interest is
conclusive.
Passed and approved this 21st day of March ,20 00
YOR
CI City Attorney's Office
Eleano~es~abstent. doc
Resolution No. 00 - 117
Page 2
It was moved by Champion and seconded by Vanderhoef the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSEN~
Champion
Kanner
Lehman
O'Donnell
Pfab
Vanderhoef
Wilbum
Prepared by: Andrew Matthews, Asst. City Attorney, 410 E. Washington St., Iowa City, IA 52240 (319) 356-5030
RESOLUTION NO. 00- :]. ].8
RESOLUTION AUTHORIZING THE CITY OF IOWA CITY TO ENGAGE THE
LEGAL SERVICES OF OUTSIDE COUNSEL AND AUTHORIZING THE MAYOR
TO SIGN AN AGREEMENT TO REPRESENT.
WHEREAS, Kenko, Inc. was the lowest bidder in connection with the Willow Creek Interceptor
and Lateral Sewer Project, and was awarded the contract for said Project; and
WHEREAS, while the Project is essentially complete, the City of Iowa City disputes whether
Kenko, Inc. is entitled to any additional compensation resulting from change orders and other
claims asserted by Kenko, Inc.; and
WHEREAS, due to the specialized nature of such construction litigation claims, the amount
represented by such claims, and the amount of time required to adequately defend against such
claims, staff has recommended employing outside counsel to represent the City of Iowa City's
interests with respect to such claims.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA CITY,
IOWA, THAT:
1. The Mayor is hereby authorized to sign and the City Clerk to attest the attached Agreement
for Special City Counsel, wherein outside counsel shall undertake representation of the City of
Iowa City's interests in connection with it's disputes with Kenko, Inc. concerning the Willow
Creek Interceptor and Lateral Sewer Project.
Passed and approved this 2 1 s t day of~l
Approved by
C I City Attorney's Office
It was moved by 0'Donne] ] and seconded by Pfab the Resolution be
adopted, and upon roll call there were:
AYES: NAYS: ABSENT:
X Champion
X Kanner
X Lehman
X O'Donnell
X Pfab
X Vanderhoef
X Wilburn
andy',res~kinko.doc
AGREEMENT FOR SPECIAL CITY COUNSEL
THIS AGREEMENT, made and entered into between the CITY COUNCIL FOR THE
CITY OF IOWA CITY (Council) and SIMMONS, PERRINE, ALBRIGHT & ELLWOOD, P.L.C.,
325 East Washington Street, Suite 101, Iowa City, Iowa (Attorney).
The City Attorney has stated to the Council the reasons why her department desires to
retain special council to provide legal services on a construction dispute and claim brought by
Kenko, Inc., related to the Willow creek Interceptor & Lateral Sewers Project.
Attorney agrees to:
1 ) Investigate, prosecute, defend and attend to all legal matters in a careful, diligent
and skillful manner on all legal proceedings related to Kenko's claim.
2) Abide by the directions of the City Attorney on all matters related to the claim and
keep the City Attorney advised of all matters related to the claim.
3) Charge the following rates per hour:
a. Roger W. Stone ....................................$200.00
b. Other Partner ........................................150.00
c. Associate .............................................120.00
d. Paralegal ................................................75.00
4) Submit bills on the first of each month detailing the following:
a. descriptions of all services performed on the case;
b. itemization of work charged including the number of hours charged and by
whom;
c.itemize expenses, i.e. travel, lodging, meals, etc.
Expense limits are as follows:
1. mileage: no charge for travel between Iowa City and Cedar Rapids;
other travel is .30/mile;
2. air travel: lowest fare available
3. lodging: In-State: $40.00/day plus tax
Out-of-State: reasonable;
4. meals: In-State: $16.50/day total
Out-of-State: $32.00/day total;
5. receipts required for lodging and cab fare totaling over $15.00/day,
parking and all miscellaneous expenses such as filing fees, expert
witness costs, etc.
5) Abide by time schedules imposed by the City Attorney for the handling of the
case.
6) Make available to the City Attorney all research, briefs, pleadings, and similar
work product developed by Attorney in connection with work on the case covered
by this Agreement.
7) Receive approval of City Attorney and Council on all settlements.
8) Receive prior approval of City Attomey before incurring any extraordinary
expenses, i.e. expert witness fees, large travel or trial exhibit expenses, etc.
9) Make case status reports to City Attorney as required.
10) Have available necessary support staff, computers and other equipment to
adequately carry out the terms of the Agreement.
This Agreement is terminable at will by either party as to any case being handled by
Attorney upon 7 (seven) days notice by City, or 30 (thirty) days notice by Attorney, unless a trial
has been scheduled, in which case Attorney must give 90 (ninety) days notice as to that case.
When the handling of a case is terminated, Attorney agrees to turn over all files, exhibits and
other materials developed in Attorney's possession or control. If the Agreement has not been
terminated prior to July 1, 2003, it automatically terminates at that time. At that time, the City
Attorney may come before the Council to obtain approval to enter into new agreements.
This is the entire contract between the parties and no other oral representations are
binding on either party.
Dated this,,,12~/day of March, 2000.
APPROVED BY:
~~ .~}//.L a,/~ .o~
Eleanor M. Dilkes, City-Attorney
Annen~agreement for special counsel.doc