HomeMy WebLinkAbout2000-04-18 Info Packet of 4/6 CITY COUNCIL INFORMATION PACKET
April 6, 2000
I MISCELLANEOUS ITEMS I
IP1 Meeting Schedule and Tentative Work Session Agendas
IP2 Agenda: April 12 Joint Meeting of City Council & Parks & Recreation
Commission
IP3 Memorandum from City Manager: Meeting with Parks & Recreation
Commission
IP4 Letter from City Manager to Lane Plugge: Joint Meeting with Iowa City
Community School District Board
IP5 Memorandum from City Manager to PCRB: Meeting Schedule
IP6 Memorandum from City Attorney and City Clerk: Initiative Petition
IP7 Affidavit to Commence Initiative or Referendum Proceedings (filed April 5,
2000)
IP8 Memorandum from City Clerk: Council Meeting Schedule for May through
September, 2000
IP9 Memorandum from City Clerk: Census Update - Ground Canvassing
IP10 Memorandum from Dianna Furman: Utility Discount Program Statistics by
Month - Fiscal Years '99 and '00
IPll Memorandum from Community Development Coordinator: FY01 Project
Resource Book (Booklet in Council Packet only)
IP12 Memorandum from Community Development Coordinator: Annual Meeting
and Consultation Visit by the U.S. Department of Housing and Urban
Development
IP13 Building Permit Information - March 2000
IP14 Letter from Maureen & Gregory Cilek to Members of Housing & Community
Development Commission: Successful Living Project
Information Packet
April 6, 2000
page 2
Memo from City Attorney regarding Citizen Initiative to "Halt First Avenue."
04-06~00
' '~ ' IP1
_,,. _ City Council Meeting Schedule and Apri, 6, 2ooo
,~ Citl/
~',4 c%~' Tentative Work Session Agendas
April 12 Wednesday
5:15p - 6:00p SPECIAL COUNCIL WORK SESSION Rec. Center, Rm. B
Joint Meeting - Parks & Recreation Commission
Separate Agenda Posted
April 17 Monday
6:30p COUNCIL WORK SESSION Council Chambers
April 18 Tuesday
7:00p FORMAL COUNCIL MEETING Council Chambers
I April 25 Tuesday
7:30a SPECIAL COUNCIL WORK SESSION Council Chambers
Joint Meeting - Iowa City School Board
I April 26 Wednesday
4:00p SPECIAL COUNCIL WORK SESSION Council Chambers
Meeting - Cities of Coralville and North Liberty,
Board of Supervisors, and School Joint Board
May I Monday
6:30p COUNCIL WORK SESSION Council Chambers
i May 2 Tuesday
7:00p FORMAL COUNCIL MEETING Council Chambers
I May 15 Monday
6:30p COUNCIL WORK SESSION Council Chambers
Meeting dates/times subject to change
FUTURE WORK SESSION ITEMS
Hickory Hill West Council Goals
Commercial Use of Sidewalks Newspaper Vending Machines
Kirkwood Avenue Signalization Sidewalk Cafes
Campaign Contributions Joint Meeting with PCRB
Liquor Licenses Sidewalk Snow Removal
Deer Management Committee
AGENDA
JOINT MEETING OF
CITY COUNCIL AND THE
PARKS AND RECREATION COMMISSION
5:15 P.M.-6:00 P.M.
WEDNESDAY, APRIL 12, 2000
ROBERT A. LEE COMMUNITY RECREATION CENTER
MEETING ROOM B
Discussion of:
Proposed Parks and Recreation Master Plan and
future direction relative to parkland maintenance issues
City of Iowa City
MEMORANDUM
Date: April 6, 2000
To: City Council
From: City Manager
Re: Meeting With Parks & Recreation Commission
We have confirmed for Wednesday, April 12 at 5:15 p.m. in the Recreation Center for a joint
meeting between the Parks and Recreation Commission and City Council. We hope to discuss
upcoming plans for the preparation of a Parks and Recreation master plan. As I related to you
during the budget process, I have concerns, primarily financial, with respect to our commitment
to Parks and Recreation programming into our future. I would like a few moments at the meeting
to outline my concerns. Terry will also be present to provide other documentation and support
for the changes and comments on the future of our Parks and Recreation programming.
Also be reminded that the economic development committee is to meet at 3:30 on that day in
the City Manager's conference room. A separate agenda has already been distributed.
cc: Terry Trueblood
mgr/mem/parks.doc
April 6, 2000
Lane Plugge, Superintendent CITY OF I0 WA CITY
Iowa City Community School District
509 S. Dubuque Street
Iowa City, IA 52240
Dear Lane:
The purpose of this letter will confirm the joint meeting of the Iowa City Community School
District Board of Directors and the Iowa City City Council for Tuesday morning, April 25 at 7:30
a.m. in the Iowa City City Council Chambers. The City will provide a light breakfast food and
drink.
As of this date we have four items the Iowa City City Council would like to discuss with the
School Board. They are as follows:
1. DARE Program
2. Zoning and other development regulations and their applicability to the School District
3. Tennis lights
4. Alcohol regulation/upcoming City Council discussion
If there are any other items that the Board would like to discuss with the City Council please let
me know and we can add them to the agenda. I would hope to confirm this agenda in the next
week or so.
Also be reminded that there is a joint meeting of the County, area cities and the School Board
for 4:00 p.m. on Wednesday the 26th, also in the Iowa City City Council Chambers. If there are
items for discussion at that meeting please let us know.
Sincerely,
Stephen .J. Atkins
City Manager
cc: City Council
City Clerk
City Attorney
mgrMtr~sa4-5.doc
410 EAST WASHINGTON STREET · IOWA CITY, IOWA 52240-1826 · (319) 356-5000 · FAX (319) 356-5009
City of Iowa City
MEMORANDUM
Date: April 4, 2000
To: PCRB
From: City Manager
Re: Meeting Schedule
At their most recent work session the City Council discussed and set the date of Monday
May 1 at 6:30 for meeting .with the PCRB. The discussion of this item is anticipated to be
30 minutes. This joint meeting is scheduled along with their regular work session
scheduled for 7:00 p.m.
cc: City Council
R.J. Winkelhake
City of Iowa CityIP6
MEMORANDUM
DATE: April 5, 2000
TO: Mayor and City Council
FROM: Marjan K. Karr, City Clerk ~~x[-
Eleanor M. Dilkes, City Attorney
RE: Initiative Petition
In response to questions I wanted to clarify the procedure and timelines regarding the
recently filed First Avenue initiative petition.
Pursuant to our City Charter the petitions must be filed with the City Clerk at one filing
and must contain at least 2,500 signatures (of registered Iowa City voters) on its face.
The City Charter states that once submitted the City Clerk shall complete a certificate as
to the petition's sufficiency within 20 days. However, my office will strive to certify as
quickly as possible. (In 1997 the procedure involved 12 staff and 86 hours.) After
checking each signature against current voter rolls, one of two procedures will occur:
1) The required 2,500 signatures will be verified and a "Certificate of Sufficiency"
issued, and the Certificate submitted to you at your next Council meeting. Or,
2) If the petition lacks the required 2,500 signatures a "Certificate of Insufficiency" will
be issued. The petitioner will be notified by registered mail. If the petitioner wishes
to amend and submit additional signatures the City Charter provides for the filing of a
"Notice of Intent to Amend" within 15 days. Additional signatures may be filed after
that Notice is filed and will be verified in the same manner as the original submission.
For your information the following timeline was followed for the 1997 initiative petition:
August 18 - Petitioners filed "Affidavit to Commence Initiative Proceedings"
August 25 - Petitions containing 2,553 signatures submitted to City Clerk
August 28 - "Certificate of Insufficiency" sent to petitioner (1,883 verified; 642 short)
"Notice of Intent to Amend" filed with City Clerk
Additional petitions containing 967 signatures filed with City Clerk
August 29 - "Certificate of Sufficiency" issued
Council meeting held
Initiative Petition
Page 2
August 3 1 - Deadline for ballot language to be submitted to Auditor
November - Election
Once a petition has been certified sufficient the Council must either adopt the proposed
measure or place it on the ballot.
Cc: Jean McCollister
Citizen Initiative to'Halt First Avenue
RESOLUTION DELAYING THE EXTENSION OF FIRST AVENUE
WHEREAS, the extension of First Avenue from its current terminus to Captain Irish Parkway
would result in a considerable increase in the number of cars using this road; and
WHEREAS, significant portions of the existing sections of First Avenue do not meet any of the
American Society of State Highway Standards for an arterial street, and their reconstruction,
necessary to handle increased volume, would impose additional costs on taxpayers, as well as
cause further degradation of the residential neighborhoods abutting this street; and
WHEREAS, busy arterial traffic along First Avenue would pose a serious hazard to children
attending Regina Education Center, City High, Hoover Elementary, and Southeast .lunior High,
which taken together account for ,~0% of all children attending schools in Iowa City; and
WHEREAS, the construction of the extension along Hickory Hill Park would have a negative
impact on the park's ecosystem and the experiences of its visitors; and
WHEREAS, the extension of Scott Boulevard alone would achieve the desired improvement in
overall traffic patterns, while the extension of First Avenue would create many new problems;
and
WHEREAS, in a 1997 initiative a majority of Iowa City voters showed their strong opposition ~o
the project; and
WHEREAS, a large majority of participants in the Northeast District Citizen Planning
Workshops, as well as numerous other Iowa City residents, have continued to express their
opposition to the First Avenue Extension to the Council; and
WHEREAS,. the City Council nonetheless voted to go forward with said plan, with property
acquisition to commence shortly and grading to begin in ~Iuly of 2001; and
WHEREAS, the City Attorney has ruled that adoption of a resolution by the City Council
commencing the First Avenue extension grading project on May 2nd, 2000, would constitute
execution of the First Avenue extension plan and would cut off the right of a citizen initiative to
delay the project.
NOW, THEREFORE, BE IT RESOLVED BY THE ELECTORATE OF IOWA CITY, IOWA,
THAT:
su, a tt b,_ Ci C O
-'s~-0
~.
AFFIDAVIT TO COMMENCE INITIATIVE OR REFERENDUM PROCEEDINGS
STATE OF IOWA )
)
COUNTY OF JOHNSON )
The undersigned petitioner(s) hereby propose(s) to commence initiative or referendum
proceedings pursuant to Article VII of the Charter of Iowa City.
1. Each of the undersigned is a voter who Is registered to vote In Iowa City.
2. The undersigned will supervise the circulation of the inltlatlve or referendum
petition and will be responsible for filing it In proper form with the City Clerk of Iowa City.
3. The name(s), address(as), and phone number(s) of the petitioner(s) Is (are) as
follows (print or type):
4. All relevant notices relatlng to the initiative or referendum proposal shall be
addressed as follows:
(Name of recipient)
Street Address or Po~ ~ Box
Ci~, State, ~p Code
5. The ordinance proposed or sought to be reconsidered is attached hereto as an
exhibit and by this referendum made a part hereof.
WItness my (our) hand(s) this S' fl, day of ,A-~( ~ °
.~.__.
to be the person(s) who executed the foregoing Affidavit, and who (or each of whom)
acknowledged that he/she executed the same as his/her voluntary act and deed.
My Commission expires ~. ,=~,~ , e?~
0
-,,I
City of Iowa City
MEMORANDUM
DATE: April 4, 2000
TO: Mayor and City Council
FROM: Madan K. Karr, City Clerk
RE: Council Meeting Schedule for May, June, July, August, September, 2000
MAY
Monday, 1, Work Session
Tuesday, 2, Formal
Monday, 15, Work Session
Tuesday, 16, Formal
Wednesday, 31, Special Formal & Executive Session (7:30 AM - Evaluations)
JUNE
Monday, 5, Work Session RESCHEDULED
Tuesday, 6, Formal RESCHEDULED
Monday, 12, Special Work Session
Tuesday, 13, Special Formal
Monday, 19, Work Session
Tuesday, 20, Formal
JULY
Monday, 3, Work Session CANCELLED
Tuesday, 4, Formal CANCELLED
Monday. 17, Work Session
Tuesday, 18, Formal
Monday, 31, Work Session
AUGUST
Tuesday, 1, Formal
Monday, 15, Work Session
Tuesday, 16, Formal
Meeting Schedule
Page 2
· , SEPTEMBER
Monda 4, Work Session RESCHEDULED
Tuesday, , Special Work Session (3:00 pm) and Formal
Resume regu r (first and third Tuesday)
Monday, 18, W k Session
Formal of the 19
/
Special formal meeting m be scheduled as need ~ so Council should keep the City Clerk
informed of out of town abs ces. ~/~
All formal meetings are set to b in at 7:00 pj The above schedule is subject to change by
Cou '.
cc: Department Directors
Media
Bob Hardy /
Jerry Nixon //
Maintenance /
cclerk\schedule.doc /
,/
/
Meeting Schedule
SEPTEMBER
Monday, 4, Work Session RESCHEDULED
Tuesday, 5, Special Work Session (3:00 pm) and Formal
Resume regular (first and third Tuesday schedule)
Special formal meeting may be scheduled as needed so Council should keep the City Clerk
informed of out of town absences.
All formal meetings are set to begin at 7:00 p.m. The above schedule is subject to change by
Council.
cc: Media
Bob Hardy
Jerry Nixon
Maintenance
cclerk~schedule.doc
City of Iowa CityiP9
MEMORANDUM
DATE: April 6, 2000
TO: Mayor and City Council
FROM: Marian K. Karr, City Clerk ,7/4/~
RE: Census Update - Ground Canvassing
A new program called "Ground Canvassing" designed to improve our non response rate
is being started this week by the Census Bureau. Select areas with a low rate of Census
Questionnaire return will be left a Census bag on their residential doorknobs. The
Census bag will contain: 1) an eye catching canary yellow sheet politely asking them to
return the questionnaire (if they already have, to pass the bag to a friend); 2) an
explanation sheet outlining the reasons the questionnaire should be returned; 3) locations
of our "Be Counted" sites and Questionnaire Assistance locations; and 4) Census job
information.
The plan is to reach 7,000 households before May 1, 2000. Census officials will begin
following up, with personal visits, on that date.
Currently Johnson County has a 60% return rate and Iowa City 59%. Iowa is second in
the nation for rate of return with 63%. We intend to be Number 1.
Cc: Complete Count Committee
Treasury Division Memorandum
BDate: 3-Apt-00
To: City Manager and City Council
From: Dianna Furma
Subj: Utility Discount Program Statistics by Month - Fiscal Years' 99 and ' 00
Water Sewer
Refuse Total Accounts
Recyling Water Sewer on Discount Water Sewer Refuse Recycling
Month Discounts Discounts Program Discount Tax Discount Discount Discount Discount Total Discounts
FY99
Jul 109 59 168 431.88 21.61 433.10 478.88 153.30 1,518.77
Aug 115 59 174 612.42 30.70 614.16 728.16 233.10 2,218.54
Sept 120 62 182 631.89 31.67 633.68 780.64 249.90 2,327.78
Oct 117 57 174 654.90 32.80 656.76 806.88 258.30 2,409.64
Nov 119 62 181 633.66 31.72 635.45 780.64 249.90 2,331.37
Dec 117 65 182 649.59 32.52 651.43 783.93 250.95 2,368.42
Jan 124 66 190 651.36 32.74 653.20 780.64 249.90 2,367.84
Feb 134 67 201 700.92 35.12 702.90 852.80 273.00 2,564.74
Mar 138 73 211 725.70 36.44 727.75 879.04 281.40 2,650.33
Apr 14t 73 214 762.87 38.36 765.03 921.69 295.05 2,783.00
May 144 76 220 768.18 38.60 770.35 938.08 300.30 2,815.51
Jun 144 76 220 796.50 39.90 798.77 970.90 310.80 2,916.87
Totals 1522 795 2317 $8,019.87 $402.18 $8,042.58 $9,702.28 $3,105.90 $29,272.81
FY 00
Jul 120 63 183 * 614.19 30.81 615.93 744.57 238.35 2243.85
Aug 124 66 190 754.99 37.95 725.30 738°00 252.00 2508.24
Sept 130 75 205 600.33 30.29 576.72 498.15 170.10 1875.59
Oct 134 75 209 846.57 42.60 809.36 817.94 279.30 2795.77
Nov 137 83 220 893.38 44.89 854.32 836.39 285.60 2914.58
Dec 141 85 226 923.90 46.52 883.20 873.30 298.20 3025.12
Jan 144 89 233 932.03 46.81 891.48 879.45 300.30 3050.07
Feb 143 87 230 1174.20 59.16 1120.21 1196.17 408.45 3958.19
Mar 152 93 245 738.71 37.21 709.66 596.55 203.70 2285.83
Apr 0 0.00
May 0 0.00
Jun 0 0.00
Totals 1225 716 1941 $7,478.30 $376.24 $7,186.18 $7,180.52 $2,436.00 $24,657.24
· Renewal for verification of eligibility status were sent April, 1999 and due back in Treasury June 30, 1999. UTILDIS.XLS4/3/003:45 PM
Customers who did not respond were removed from the discount program in July.
cc: Kevin O'Malley
City of Iowa City
MEMORANDUM
DATE: April 4, 2000
TO: City Council and City Manager
FROM: Steven Nasby, Community Development Coordinat 'or~~'V~
RE: I=Y01 Project Resource Book
For your information and use we are forwarding a copy of the FY01 Project Resource
Book. This book contains all of the information relating to the FY01 Community
Development Block Grant (CDBG) and HOME Investment Partnerships Program (HOME)
allocations.
The Project Resource book contains staff memos, minutes from the Housing and
Community Development Commission (HCDC) meetings, the ranking criteria, project
rankings and copies of all of the applications that were received requesting FY01
funding. Most importantly, section three of this book shows the projects that HCDC
recommended for funding and the allocation amounts.
The HCDC forwarded their FY01 budget recommendations and justifications in
connection with the FY01 Annual Action Plan, which was in Council's March 30th
information packet. At the April 3rd work session you requested that HCDC schedule
time to discuss these recommendations with you during the May 1st work session. If
you have questions about the process or the HCDC recommendations please call me at
356-5248.
Cc: Karin Franklin, Director of Planning and Community Development
CITY OF I0 WA CITY
PROJECT RESOURCE BOOK
CDBG and HOME Funds
2000 (FY01)
Department of Planning and
Community Development
City of Iowa City
2000 (FY01)
PROJECT RESOURCE BOOK
Community Development Block Grant (CDBG)
and
HOME Investment Partnership (HOME)
Funds
Submitted by:
Housing and Community Development Commission
Jayne Moraski, Chairperson
William Stewart, Vice-Chair
Dan Coleman
Bob Elliot
Rick House
A. Denira Gadson
Lucia Mai-Page
Kathleen Renquist
Gretchen Schmuch
March 31,2000
COMMUNITY DEVELOPMENT DIVISION
DEPARTMENT OF PLANNING & COMMUNITY DEVELOPMENT
CITY OF IOWA CITY
TABLE OF CONTENTS
PART I EVALUATION
1. Memo from Community Development Staff - Comments on Projects.. p. 1
2. Memo from Linda Severson - Human Service Agency Requests ..... p. 11
3. Memo from Community Dev, Staff- Ranking & Funding Scenarios... po 14
4. HCDC Summary Memo .................................. p. 22
5. Example of Ranking Form ................................... p. 28
PART II MINUTES OF PUBLIC MEETINGS
1. Public Hearings - Applicant Presentations
February 16, 2000 ......................................... p. 29
February 17, 2000 ........................................ p. 40
2. Discussion of FY01 Funding Requests
February 24, 1999 ......................................... p. 48
March 9, 2000 ............................................ p. 53
3. HCDC Budget Recommendations ................................ p. 60
PART III PROJECTS RECOMMENDED FOR FY01 CDBG AND HOME FUNDING
CDBG and HOME Applications .................................. p. 61
PART IV PROJECTS NOT RECOMMENDED FOR FY01 CDBG AND HOME FUNDING
CDBG and HOME Applications .................................. p. 203
PART V PROJECTS WITHDRAWN
CDBG and HOME Applications .................................. p. 321
PART I
EVALUATION
1. Memo from Community Development Staff - Comments on Projects ....... p. 1
2. Memo from Linda Severson - Human Service Agency Requests .......... p. 11
3. Memo from Community Dev. Staff- Ranking & Funding Scenarios ........ p. 14
4. HCDC Summary Memo .......................................... p. 22
5. Example of Ranking form ........................................... p. 28
City of Iowa City
MEMO-RANDUM
DATE: FebmaW 28, 2000
TO: Housing and Community Development Commission
FROM: Community Development Division Staff
RE: Strengths and Weaknesses of I=YO1 CDBG and HOME Applications
As per your request, staff has prepared this memo to summarize our evaluation of the strengths
and weaknesses of the projects requesting FY01 CDBG and HONE funding. This evaluation will
identify any re ulatory or statutory concerns and possible compliance concerns. We have also
included someg~ckground information on the applications, as well as some general comments
from staff on issues where the Housing and Community Development Commission (HCDC) may
want additional clarification. Tn addition, Unda Severson, the Human Services Coordinator for
the 3ohnson County Council of Governments, has also provided you with a memo regarding the
public service requests.
I=Y01 Sources of Funds for Allocation
This year the total of CDBG and HOME funds is $1,890,000. From this total there are several
"earmarked" items that include $105,000 for Aid to Agencies, $234,000 for Administration and
we are anticipating a contingency reserve of $61,000. This leaves a total of $1,490,000 for
HCDC to allocate to FY01 projects.
Requests for F'Y01 funding total $3,087,987, which is about $1.6 million in excess of what is
available. During the budgeting process HCDC need not to distinguish between CDBG and
HONE funds in making the allocations. Based on your funding recommendations staff will split
the funds on a case-by-case basis to conform with the regulations of the two programs and
establish interest rates and terms. Please keep in mind that each CI'FY STEPS category has an
estimated set-aside (please see below).
Economic Development ~ 95,000
Public Fadl/b~s $ 360, 000
Pub/ic Services $ 53,000
Housing $ g82,000
Total to A/locate $2,490,000
The funding amounts in these categories are flexible wiLh the exception of the public service.
CDBG regulations limiL our expenditures for public service to 15% of our annual CDBG allocation
plus any program income. The amount set-aside for public service activities is $158,000 of
which $105,000 has been committed to the Aid to Agencies budget, leaving $53,000 available
for allocation to public service projects this year.
Summary of FY01 Projects\Applications by Cate{~ory
Economic Deve/opment
A. Znstitute for Social and Economic Development: Iqicro Enterprise
Training -- $30,000 Grant Requested
TSED has requested and received CDBG funding since FY95 and during this time
they have assisted in the creation or expansion of 21 business that were in
operation as of August 1999. We ha~e worked with them to provide follow-up
assistance and tracking, which they have done successfully. For FY01 ZSED has
proposed an additional program that would focus on the development of
childcare businesses. This new program is a direct response from the C[I'Y
STEPS meetings and needs identified within the CEI'Y STEPS plan.
PROS
· Provides free training to low-moderate income persons to start businesses
· Projected CDBG cost per client is $750 (based on 40 clients)
· Pilot project for child care business training meets community need
· Continued demand for the program
CONS
· Project leverages .21 for each CDBG dollar invested
· CDBG funds as a grant and not repaid
Pub/ic Facilities
A, City of ]:owa City= Cable TV Office and Facilities Accessibility --
$8,000 Grant Requested
The Cable TV offices and production studio is purchasing a commercial condo
unit and relocating to the new Tower Place facility. Many of the ADA
requirements ari9 already addressed (e.g. accessible restrooms). While the new
building and Cable TV suite are ADA accessible there remains two potential
barriers. To address this concern Cable TV has requested funds for two
automatic door openers. These improvements would increase accessibility and
ease of use, especially for persons with disabilities.
PROS
· Project will leverage $1.88 in other funds for each CDBG dollar
· Provides accessibility in excess of ADA requirements
CONS
· No documentation of an identified need for the project
· Lack of data on the number of beneficiaries and income levels
· CDBG funds as a grant and not repaid
B. Domestic Violence :intervention Program (DV]:P): Safety Equipment
-- $6,427 Grant Requested
DVIP is a 24-hour shelter for victims of domestic abuse and women\children who
are homeless. This request is for security equipment that will enable DVIP to
identify visitors to the shelter and help them deter potential criminal activity by
abusers and stalkers.
PROS
· Preventative measure
· May deter unacceptable behaviors both inside and outside the shelter
· Helps DVIP lower maintenance costs (eliminates need for re-keying locks)
· Low cost of project
CONS
· Does not leverage any additional funds
· No information indicating that other funding sources were sought
· CDBG funds as a grant and not repaid
C. Extend the Dream Foundation: Architectural Study -- $24,400 Grant
Requested
The Extend the Dream Foundation has partnered with Old Brick to propose a
small business enterprise development project. This request is to fund a
architectural study of the west wing of Old Brick that will provide cost estimates
and drawings for a proposed mini-mall that would contain businesses owned and
operated by persons with disabilities.
PROS
· Supported by Old Bdck, Evert Conner Center and others.
· Project will utilize an existing public facility
· Potential to access additional funds for the development of the mini-mall
CONS
· Does not leverage any additional funds at this point of the project
· No information indicating that other funding sources were sought
· CDBG funds as a grant and not repaid
D. Goodwill Industries: Transit Accessibility Project -- $111,500 Total
Requested ($36,500 Loan and $75,000 Grant)
Goodwill :industries provides employment opportunities, job training and other
supportive services to persons with disabilities. Many of Goodwill's clients arrive
at the site by public transportation (city buses and SEATS). Due to the
configuration of the intersection of Mall Drive and Rrst Avenue, City buses drop
off passengers across the street from Goodwill, which causes a potentially
dangerous situation for Goodwill clients and employees. This proposal would
allow Goodwill to reconstruct their access so buses could enter their property and
drop off passengers at the entrance.
PROS
· Preventative measure to lessen hazards to Goodwill clients
· Improves traffic flow and will allow for more frequent transit stops
· Goodwill has proposed a repayment of $36,500 to CDB6
· 100% of persons served are low-moderate income with at the poverty level
CONS
· Leverages .65 for each CDBG dollar requested
· Property taxes are not paid by Goodwill l~ndustries
· CDBG funds as a grant are a large portion of this request
E. Hannah's Blessing Day Care Center: Purchase a Child Care Facility --
$255,000 Total Requested ($200f000 Loan and $55f000 Grant)
Hannah's Blessing Day Care Center is an independent organization created to
own and operate a dependent care facility. This request is for acquisition,
rehabilitation and start-up funding. The location of the project is 950 Dover
Street. This project will provide 35 slots for dependent care and will offer
services for school aged children and allow for expansion of an early head start
program for children ages 0-2.
PROS
· Meets a "HIGH" CI'I'Y STEPS priority
· Addresses an outstanding community need identified in public hearings
· Site is viable for this use and site control has been secured
· Has worked with 4Cs, HACAP and DHS
CONS
· Leverages .57 for each CDBG dollar requested
· Lacks prior experience with operating a large scale day care center
F. Senior Center: Pedestrian Bridge -- $120,000 Loan Requested
The Senior Center is requesting funds to help construct a pedestrian bridge from
the Tower Place Parking Ramp to the second level of the Senior Center facility.
Many of the activities and services at the Senior Center are utilized by low-
moderate income persons (including Senior Dining, Visiting Nurses and ESA).
PROS
· Leverages $2 in other funds for each CDBG dollar requested
· Provides an all-weather accessible entrance to users of the facility
· CDBG funds are a loan and will be repaid in the future
· Project had raised $47,550 in non-city funding as of 1\1\00
CONS
· Total public expenditure on this project will exceed 66% of the total cost
· questions remain regarding other options to meet accessibility needs
Difficulty in quantifying the number of persons needing this type of access
G. Old Brick: Accessibility Project -- $100,000 Grant Requested
Old Brick Foundation requests funds for the installation of an elevator. This
accessibility project is the first step in a major renovation of this property that is
one of the oldest in Iowa City and is a Historic Landmark. Much of the site is
utilized for office space by human service organizations. Space is also used by
community groups for activities such as the Agape Caf~, EHP's benefit concert
and private parties.
PROS
· Provides accessibility to a public facilib/that will enhance its continued use
· Preservation of an historic building
· Potential for leveraging future rehabilitation funding
CONS
· Elevator project leverages .59 for each CDBG dollar
· FY00 CDBG funds not committed yet
· Difficulty in quantifying the number of persons needing this type of access
· CDBG funds as a grant and not repaid
H. Successful Living, Inc.: Fadlib/Rehab -- $9,600 Grant Requested
Successful Living is planning to purchase the property at 214 Church Street for
use as transitional housing for persons living alone. This property has been
utilized by Hillcrest Family Services as a group home. The request is for funding
will furnish the house with appliances, beds and dressers.
PROS
· Provides furnishings for persons who cannot afford beds and dressers
· Site will make a voluntary PILOT
· Overall the transitional housing units will meet a "high" priority
CONS
· Leverages .42 for each CDBG dollar requested
· CDBG funds as a grant and not repaid
III. Pub//c SeNice
Please refer to Linda Severson's memo regarding the public service applications.
IV, Housing
For over 22 years the City of Iowa City has successfully operated and
administered a housing rehabilitation program sewing hundreds of households.
This program is the key to preserving affordable owner-occupied homes for low-
moderate income persons.
PROS
· Only rehabilitation resource for many low-moderate income homeowners
· Primarily assists homeowners under 50% median income (a "high" priority)
· Helps maintain the older housing stock and preserves neighborhoods
· Majority of assistance in loans which will be repaid into the CDBG program
· Public subsidy per unit is $8,330
CONS
· Leverages .05 for each CDBG dollar requested (not including FHLB funds
from FY00)
· Funding options limited to CDBG and HOME program
· CDBG funds as a grant are not repaid
B. Elderly Services Agency: Small Repair Program -- $30,000 Grant
Requested
The Elderly Services Agency (ESA) has provided this service to persons who are
elderly or have disabilities for many years. These funds will be used for safety
and accessibility improvements that will enable persons to remain in their homes,
PROS '
· Cost effective program
· Meets a "high" CTTY STEPS priority of safety and assistance to low-moderate
income persons
· Provides options for homeowners to remain in place safely
· Coordinates with the City's Housing Rehabilitation Program
CONS
· Leverages .09 for each CDBG dollar requested
· CDBG funds as a grant and not repaid
C. Hawkeye Area Community Action Program: Acquisition of
Transitional Housing Units for Families -- $320,000 Loan Requested
Hawkeye Area Community Action Program (HACAP) is a Community Housing
Development Organization (CHDO) that provides housing and services for low-
income families. This request is for the acquisition of 8 scattered site units.
HACAP will provide supportive services to the families residing in these units.
PROS
· Successfully completed a similar project with FY00 funds (8 units)
· Will not use Section 8 as an additional subsidy
· 60 year local HONE affordability period
· Rents for the units are projected to be $96-104 per household, which
includes utilities ($100 rent - $91 Qtility allowance = $9 net rent per month)
· Meets the CHDO requirement for HONE funding ($96,450 minimum)
CONS
· Promises a future repayment of funds (no time schedule)
· Leverages .25 for each HONE dollar requested
· Deep public subsidy per unit ($40,000)
D. Hillcrest Family Services: Facility Rehabilitation -- $8,000 Grant
Requested
Hillcrest is a human service organization that provides permanent supportive
housing and support services for persons with mental illness. They are asking
for funds to rehabilitate its property at 728 Bowery Street. Work will include the
renovation of the kitchen, painting, caulking and the installation of handrails.
PROS
· Cost effective project - $1,000 public per unit cost
· Meets a "high" priority for permanent supportive housing
· No Section 8 subsidy used
CONS
· Leverages .25 for each CDBG dollar requested
· Project does not pay property taxes or PILOT
E. Walden Hills Rental Housing Phase ZZ, ZZ];, 1V: Rental Housing
Construction -- $825,000 Loan Requested ($275,000 per project)
The applicant, Towa City IHA II Limited Partnership, is requesting HOME funds
for the construction of three 30-unit buildings. Each building will contain 28 one-
bedroom units and two two-bedroom units. This project is comprised of four
phases and at the present time Phase ~[ is under construction. The target
populations for the units are low-income households with disabilities and persons
who are elderly.
PROS
· Project has site control and adequate zoning in place
· Project leverages $9.29 in other public and private funding for each local
dollar requested
· Expands the tax base and pay property taxes
· Will provide on-site space for service organizations
· HOME funds will be repaid on an amortized schedule
· All units will be rented at Fair Market Rent levels
CONS
· Deep public subsidy per unit ($33,500 w/o LIHTCs and $86,837 w\ LIHTCs)
· Utilizes Section 8 subsidies
· 20 year local HOME affordability period
· Phase ]: has not yet drawn local FY00 HOME funds
· Relies on Low Income Housing Tax Credit (I THTC) and State HOME funding
that has not yet been committed which represents approximately 80% of the
project costs
F. Metro Plains Development MDI#65: Rental Housing Construction --
$238,025 Loan Requested
Metro Plains is a development firm located in Minnesota and have a number of
projects located in :Iowa. This project is requesting HOME funds for the
construction of 48 duplex\townhome units. Each unit will contain three-
bedrooms. The target population for these units is low-income family
households.
PROS
· Serves low income families (highest need identified in Maxfield Study)
· Meets a "high" CITY STEPS priority
· HOME funds will be repaid on an amortized schedule
· Leverages $22.21 in other public and private funding for each local dollar
requested
· Expands the tax base and pays property taxes
· Provides 30 year local HOME affordability pedod
· Comparatively low public subsidy per unit ($16,199 w/o LIHTCs and $73,761
w\ ITHTCs) '
CONS
· 21% units at Fair Market Rent levels
· No confirmation of site control
· Relies on Low Income Housing Tax Credit (I THTC) and State HOME funding
that has not yet been committed which represents approximately 60% of the
project costs
G. Mid-Eastern Council on Chemical Abuse: Construction of a
Transitional Housing Facility -- $390,000 Loan Requested
Mid-Eastern Council on Chemical Abuse (MECCA) is requesting funds for the
construction of a facility that will house offices and 12 transitional housing units.
These transitional units will be used for persons suffering from chemical abuse
that require longer-term supportive services.
PROS
· A "high" CD'Y STEPS priority (transitional units for persons w\ special needs)
· On-going affordability pedod (perpetuity)
· Leverages $1.84 in other private funding
· No additional subsidies for construction of the facility
· Provides on-site supportive services utilizing income from Section 8
CONS
· Use of Section 8 subsidies
· Promises a future repayment of funds (no time schedule)
· Deep public subsidy per unit ($32,500)
H. Successful Living, Znc.: Acquisition of SRO Transitional Housing
Facility-- $200,000 Loan Requested
Successful Living is a non-profit human service organization that provides
transitional housing opportunities, with support services, to persons living alone.
This applicant is successfully operating and managing two existing properties
with a total of 30 units.
PROS
· Meets a "high" CITY STEPS priority
· Will not use Section 8 as an additional subsidy
· On-going affordability period (perpetuity)
· Rents for the units are projected to be $150-$260 per household, which
includes utilities ($205 average rent - $48 utility allowance = $157 net rent
per month)
CONS
· Leverages .58 for each local dollar requested
· Promises a future repayment of funds (no time schedule)
ZV. Planning
A. Neighborhood Centers of 3ohnson County: SE Quadrant Evaluation
& Planning Study -- $:Lg,8:L0 Grant Requested
Neighborhood Centers of Johnson County (NC_jC) is a human service agency with
facilities located in the Broadway and Pheasant Ridge neighborhoods. NCJC is
requesting funds for an evaluation and planning study to be conducted by a
private consultant. :In addition, the funding would enable NCJC to pay for a part-
time facilitator who would coordinate this project and work with involving other
partners (e.g. neighborhood associations, businesses, and other organizations).
PROS
· Area need identified (neighborhood perception, decrease of businesses, lack
of neighborhood services)
· Brings together multiple partners and stakeholders
CONS
· Leverages .::[5 for each CDBG dollar requested
· No evidence of other organization .s\groups asked to contribute to the project
V. Program ,4dm/n/strat/on
Total program administration for FY01 is budgeted for $234,000 (12.4%) of
CDBG and HOME funding.
V_f. Llnprogrammed Funds
Zn the past HCDC has tried to allow for a contingency budget, usually 5-10% of
the funding available. These funds have been utilized for cost overruns and
unexpected expenses. Based on the past use of these contingency funds we
are proposing a much lower contingency roserye of $61,000 (3.2%).
10
John. n Count C: il of Governments
4fOE. X,KAT~ngtonSt ~3~v~City, ~vvo 52240
DATE: March 1, 2000
TO: Housing and Community Development Commission
FROM: Linda Severson, JCCOG Human Services Coordinator
RE: FY01 CDBG Requests for Public Service Funding
I. Public Service Applications
A. Domestic Violence Intervention Program: Furniture Project- $13,725 Grant
Requested
The Domestic Violence Intervention Program (DVIP) has been the sponsor of the
Furniture Project since FY95. The Furniture Project is a locally unique program that
seeks donations of furniture from the community and distributes it to families and
individuals that are setting up households. A majority of the program's clients are
referrals from other human service agencies.
PROS
· Provides free furniture to very low and low income persons
· Leverages $1.84 in other funding for each CDBG dollar requested (not including
the value of donated furniture)
· Recycles usable items
· Continued high demand for the program
CONS
· Difficulty in.locating a another funding source
· Seventh year of requesting CDBG funding
· CDBG funds as a grant and not repaid
B. Family Services: Consumer Credit Counseling - $10,000 Grant Requested
Family Services is a local non-profit agency that provides services such as credit and
homebuyer counseling. This request is for their consumer credit counseling program
that is designed to help households manage their debt and educate them.
PROS
· Leverages $1.62 in other funds for each CDBG dollar requested
· Provides its services to schools, employee and community groups and the public
· Is a new CDBG public service request
1t
CONS
· Charges an on-going fee to clients for debt management
· Uncertainty about targeting primarily low income Iowa City residents
· CDBG funds as a grant and not repaid
C. Free Medical Clinic: Nurse Case Management - $39,500 Grant Requested
The Free Medical Clinic is located at 120 N. Dubuque Street. The mission of this
agency is to provide quality health care to persons who often do not have insurance
nor can afford private medical treatment. Overall the agency, in FY99, had 1,534
(non-duplicated) client visits by Iowa City residents.
PROS
· Preventative care program
· Leverages $3.11 for each CDBG dollar requested (as per 2\11\00 letter)
· Serves very low and low-income persons
· Meets a "high" CITY STEPS priority
CONS
· Uncertainty of continued operation after CDB G funds are spent
· CDBG funds as a grant and not repaid
D. Mayors Youth Employment Program: After-School Employment Related
Transportation -- $11,000 Grant Requested
Mayors Youth Employment Program (MYEP) operates youth programs related to job
training and employment. This request is for operational funding that would provide
transportation to employment, training, or j ob-shadowing for youth (aged 14-15 ) that
are unable to drive or have access to alternate means. Transportation services would
be provided during the after school hours of 3:00 - 7:00 p.m., Monday through
Friday.
PROS
· Combines employment or training with crime prevention
· Addre ssees a gap in transportation services
CONS
· Uncertainty of continued operation after CDBG funds are spent
* CDBG funds as a grant and not repaid
E. Successful Living, Inc.: Transitional Housing Supportive Services - $18,000
Grant Requested
Successful Living is a non-profit that combines housing and support services for
persons who are living alone. The currently have two sites with 30 SRO units. This
program has had a good track record of operations.
PROS
· Continues to fill a transitional housifig need within the community
· Leverages $5.68 in other funding for each CDBG dollar requested
· Support services are a key component for establishing stable lives
CONS
· CDB G funds as a grant and not repaid
City of Iowa City
MEMORANDUM
DATE: March 2, 2000
TO: Housing and Community Development Commission
FROM: Community Development Division Staff
RE: HCDC Meeting on March 9, 2000
As in previous years, you will be considering four program scenarios to develop your
final FY01 CDBG and HOME budget recommendation for the City Council. At your
direction, these four scenarios have been compiled by staff and include funding for
projects based on the ranking sheets of each Commission member. The rankings have
been compiled into spreadsheets for the Commission to review and consider.
Each of the four scenarios is described below and is followed by a brief analysis
indicating the strengths and weaknesses of the alternatives. Once the Commission has
formalized the budget recommendation, it will need to be decided whether the funding
for each project is to be in the form of a grant or a loan. As in the past, staff will
negotiate all rates and terms.
Scenario #1 - Funding Based on Average Allocation Amounts
This scenario reflects a funding allocation based on the composite result of individual
Commission members funding for each project. In this scenario all eligible projects are
funded (1 Economic Development project, 6 Public Facilities projects, 5 Public Service
projects and 10 Housing projects). However, some of the projects with lower averages
received reduced funding levels that may impact project feasibility.
The Neighborhood Centers and the Senior Center projects received average allocation
amounts of $3,312 and $19,444 respectively. Neither of these projects, however,
received the minimum score (60 points) to be eligible to receive funding, Each project
that received at least 60 points received an allocation.
Scenario #2 - Reduced Funding Allocation based on "High", "Medium" and "Low"
Divisions
In scenario #2, projects are funded by a fixed percentage based on their ranking. The
original funding requests were separated in to thirds from high, medium and low ranking
projects. Projects in each division were prorated at 80%, 70% and 50% respectively. At
the 80% level there were 5 Housing projects and 2 Public Service projects. At the 70%
level there were 4 Housing Projects, 2 Public Facilities projects and 1 Public Service
project. At the 50% level there were I Economic Development project, 2 Housing
projects, 3 Public Facilities projects and 3 Public Service projects.
Theoretically, the funding levels for projects are lower than the amount requested to
allow more projects to be funded. However, in this scenario only 12 projects received
funding. HACAP, the only project that HCDC is required to fund, received less than the
required allocation of $96,450. The projects that did receive allocations in this scenario
were funded at rates that will most likely not affect their ability to proceed; although it
may mean a reduction in the scope of the project.
Scenario #3 - Allocation by Project Categories
In scenario #3, allocations are based on project categories (Economic Development,
Public Facilities, Public Service, Housing and Planning). Each category is limited by the
funding guideline identified in CITY STEPS. Funds are allocated to the highest-ranking
projects in each category until the funding cap runs out. In the case of Economic
Development, there is $95,000 set aside. There is only one economic development
request for $30,000. After funding ISED, the remaining $65,000 will be allocated in other
project categories, except the Public Service category due to the statutory limit. As you
know, only $53,000 is available for Public Service activities.
In this scenario, 4 Public Facilities projects are funded, 3 Public Service projects are
funded, and 4 Housing Projects are funded.
There is a total of $360,000 available for Public Facilities projects. Projects funded
were: Successful Living- SRO Rehab ($9,600), Goodwill Industries- Transit Accessibility
(111,500), DVIP - Safety Equipment ($6,427), Hannah's Blessing - Day Care
($232,473)
There is a total of $53,000 available for Public Service projects. Projects funded were:
Successful Living -Transitional Support Services ($18,000), DVIP - Furniture Project
($13,725), Free Medical Clinic- Nurse Case Management ($21,275).
There is a total of $982,000 available for Housing projects. Projects funded were:
Successful Living - Transitional Housing Acquisition ($200,000), Iowa City IHA II LP-
Construction of Rental Housing ($275,000), MECCA - Construction of Transitional
Housing ($390,000), Iowa City IHA III LP - Construction of Rental Housing ($117,000).
In the Planning category, the Neighborhood Centers Southeast Quadrant Evaluation did
not score high enough to receive funding for the amount of the request, which was
$19,810.
This scenario provides funding to 12 projects with an additional $65,000 left over from
the Economic Development category to be allocated. Following this scenario, the
available funding should be allocated to the highest ranked projects that received partial
funding. Iowa City IHA III LP - Construction of Rental Housing, ranked 6 overall would
utilize the entire $65,000.
This scenario provides full funding to the highest ranked projects by category.
Scenario #4 - Allocation by Top Ranked Projects
Scenario #4 is based strictly on the numbers from the HCDC ranking exercise. The
projects are in descending order based on the Commission's average points. Funding is
provided to the top projects at the full funding amount until the CDBG and HOME dollars
are completely allocated. All projects in the top rankings received full funding.
As is evident, Scenario #4 fully funds the HCDC top ranked projects, but provides
significantly less funding or no funding at all for other key projects that HCDC may
consider important to the Iowa City community. In using this approach, 12 eligible
projects would receive no funding at all, including HACAP, which, as the only CHDO
applicant, is required to be funded by at least $96,450.
If you have any questions regarding these four budget scenarios, please call Steve
Nasby, Steve Long or Angela Williams at 356-5230. We are also available by e-mail at
angela_williams@iowa-city.org.
FY01 Final Rankings
CDBG\HOME Projects
Successful Living -- Transitional Support Service 81 78 83 68 87 91 83 92 80
~ 82.6 83
Successful Living -- Transitional Housing Acq. 74 83 78 ~ 90 85 89 83 80 76 ' - ~ 82.0 83
Iowa City IHA II LP -- Const. Rental Housing 81 71 92 ' 74 70 79 77 88 83 ~ 79.4 79
DVIP -- Furniture Project 84 77 81 65 80 82 73 89 ' 82 ~ 79.2 81
MECCA -- Const. Transitional Housing 77 70 79 88 83 84 79 81 67 : 78.7 79
~ 78.3 79
]~wa City ~HA II~ LP -- Const. Rental Housing
~_o_wa City IHA IV LP -- Const. Rental Housing 81 7i 92 64 70 79 ' 77 88 83 _ ~._ _78.3 79
Successful Living -- SRO Rehabilitation 68 78 78 69 82 88 ' 78 ' 86 77 _____~8.2_ . 7_8
Elderly Services Agency -- Small Repair Program 69 77 71 80 75 79 81 81 . 74 ; 76.3 77
Goodwill IncluS~rieS :- Transit\Accessibility ' 79.6 ' 77 ..... 76 ' 90 ' 78 68 ~ 76 74 67 76.2 76
MetroPlains-- Const. Rental Housing 77 69 77 76 83 77 71 75 77 75.8 77
HACAP -- Transitional' H'ousing Acquisition _ 75 65 70 74 78 ~ 6:~ i · 8~ ~ 85 ~ _74 __ 74.2 _ 74
Free Nedical Clinic -- Nurse Case r4anagement 68.5 79 83 84 66 74 70 75 67 74.1 74
DV~P -- Safety Equipment . _7_4j_62 .... 7_~_ _ 83 , 70_ . 7_1 , 77 ~ 74 75 67 73.6 74
City of Iowa City -- Housing Rehab Program i 64.8 64 69 81 71 78 i 81 81 , 71 73.4 i 71
MYEP-' After School Employment Program ~ 68 ' 68 i 73 ' 64T ..... 7T4 ! ~cj ~ 82 82 ; 75 72.8 : 73
Hillcrest Family_Services -- Facility Rehab 68 68 ..... 67 89 i ~ ' 67 ~ ~8' ~ 78 ~ 69 72.0 68
Hannah's Blessing -- Day Care ' 5~ 67 ! 63 n/a 90 85 _ ! 74 62 ! 64 70.0 ! 65.5
1~SED -- Micro-enterpriSe 'r:raining
............... 61
Extend the Dream Fdn. -- Architectural Study
Old Br~ck F0~Jn~ati0n-- Accessibility 53 53 L 66 .... _66 ....~ 58 ! 66 ! 77 i 71 i 53 62.6 ! 66
Family Services -- Consumer Credit Counseling ' 6'~.'8 6~ ! 60 : 59 ~ 72 : 48 59 ~ 68 ~ 58 62.0 60
Nei~g~'b_o_r_h0od Centers '--' SE Quadrant Planning 58 73 : 54 47 i "'~:~ ~ 35 60 i ._7,3 ~ 59 ~ 57.8 59
Senior Center -- Pedestrian Bridge _ 82~.__2_5__ .53 49 + 49 .; 57 43 51 ; 76 : 47 56.4 51
City of 1Iowa City -- Cable TV Office Accessibility .. 41 43 50 59 ~ 56 ; 43 ! 59 : 54 ! 4~ 49.6 50
3/29/00
FY01 CDBG\HOME PROPOSED ALLOCATIONS
SCENARIO I - Average Allocation Amount
AVE REQUESTED AVERAGE
PROJECT NAME RANK SCORE AMOUNT ALLOCATION
Bill Bob Dan Denlta Gretchen Jayne Kathleen Lucia Rick
Successful Living -- Transitional Support Service 1 82.6 $ 18,000 $ t5,060 $ 18,000 $ $ 10,000 $ 14,700 $ 18,000 $ 18,000 $ 21,840 $ 18,000 $ 17,000
Successful Living-Transitional Housing Acq. 2 82 $ 200,000 $ 179,556 $ 200,000 $ 176,000 $ 200,000 $ 180,000 $ 200.000 $ 190,000 $ 200,000 $ 100.000 $ 170.000
Iowa City IHA II LP - Const. Rental Housing 3 79.4 $ 275,000 $ 192,778 $ 275,000 $ 275,000 $ 275,000 $ 170,000 $ $ 210,000 $ $ 275,000 $ 255,000
DVIP - Furniture Project 4 79.2 $ 13,725 $ 12,094 $ 13.725 $ 13,725 $ 8,000 $ 8.500 $ 13.725 $ 13,725 $ 13,725 $ 13,725 $ 12,000
MECCA-Const. Transitional Housing 5 78.7 $ 390,000 $ 208.106 $ 390,000 $ 200,000 $ $ 250,000 $ 220,358 $ 300,000 $ 162,595 $ 150,000 $ 200,000
Iowa City IHA III LP - Const. Rental Housing 6 78.3 $ 275,000 $ 71,111 $ 275,000 $ $ 275,000 $ 90,000 $ $ $ $ $
Iowa City IHA IV LP - Const. Rental Housing 6 78.3 $ 275.000 $ 10,000 $ $ $ $ 90,000 $ $ $ $ $
Successful Living - SRO Rehabilitation 8 78.2 $ 9,600 $ 6,789 $ $ 9,600 $ 9,600 $ 4,500 $ 9,600 $ $ 9,600 $ 9,600 $ 8.600
Eldedy Services Agency - Small Repair Program 9 76.3 $ 30,000 $ 22,786 $ 2,073 $ 30,000 $ 20,000 $ 23,000 $ 25.000 $ 20,000 $ 30,000 $ 30,000 $ 25,000
Goodwill Industries - Transit\Accessibility 10 76.2 $ 111,500 $ 95.611 $ 111,500 $ 104,500 $ 111,500 $ 90.000 $ 111,500 $ 23,500 $ 111,500 $ 111,500 $ 85,000
MetroPlains- Const. Rental Housing 11 75.8 $ 238,025 $ 972.25 $ $ $ $ 160,000 $ 230,025 $ 185,000 $ $ 100,000 $ 200.000
HACAP-Transitional HousingAcquisition 12 74.2 $ 320.000 $ 142.478 $ $ 200,000 $ 96,000 $ 160,000 $ 100,000 $ 96,300 $ 320.000 $ 160,000 $ 150.000
Free Medical Clinic - Nurse Case Management 13 74.1 $ 39,500 $ 23,659 $ 20,275 $ 32,275 $ 29,000 $ 29,500 $ $ 21,547 $ 5,435 $ 39,500 $ 35,400
DVIP - Safety Equipment 14 73.6 $ 6,427 $ 6,t52 $ 6,427 $ 6,427 $ 6,400 $ 4,400 $ 8,427 $ 6,428 $ 6,428 $ 6,427 $ 6,000
City of Iowa City - Housing Rehab Program 15 73.4 $ 300,000 $ 146,677 $ $ 148.000 $ 220,000 $ 160,000 $ 81,089 $ 150,000 $ 300,000 $ 111,000 $ 150,000
MYEP - After School Employment Program 16 72.8 $ 11,000 $ 6~667 $ $ $ 6,000 $ 6.000 $ 11,000 $ 6,000 $ 11.000 $ 11.000 $ 9,000
Hillcrest Family Services - Facility Rehab 17 72 $ 8.000 $ 5,894 $ 8,000 $ 8,000 $ 8,000 $ 4,250 $ 6,000 $ 2,800 $ $ 8,000 $ 8,000
Hannah's Blessing'-Day Care 18 70 $ 255.000 t60;736 $ $ 236,323 $ 170,000 n/a $ 255.000 $ 200,000 $ 143,067 $ 127,500 $ 154,000
ISED-Micro-enterpriseTraining 19 65.6 $ 30,000 $ 11,/78 $ $ 20,000 $ 10,000 $ 26,000 $ 5,000 $ 5,000 $ 15,000 $ 20,000 $ 5,000
Extend the Dream Fdn. - Architectural Study 20 64.3 $ 24,400 $ 7,661 $ $ 12,750 $ $ 20,000 $ 24,000 $ $ $ 12,200 $ ~
Old Brick Foundation - Accessibility 21 62.6 $ 100,000 $ 36,167 $ $ $ 35,500 $ 80,000 $ $ 40,000 $ 120,000 $ 50,000 $ ,eraram,
Family Services - Consumer Credit Counseling 22 62 $ 10,000 $ 2,819 $ $ 7,000 $ $ $ 9,275 $ $ $ 10,000 $
PRO3ECTS SCORZNG UNDER 60 POINTS
Neighborhood Centers - SE Quadrant Planning 23 57.8 $ 19,810 $ 3.3t2 $ $ 10,000 $ $ $ $ $ $ 19,810 $
Senior Center - Pedestrian Bridge 24 56.4 $ 120,000 $ t9,444 $ 100,000 $ $ $ $ $ $ $ 75,000 $
City of Iowa City - Cable TV Office Accessibility 25 49.6 $ 8.000 $ $ $ $ $ $ $ $ $ $
3/29100
FYO1 CDBG\HOM E PROPOSED ALLOCATZONS
SCENARTO 2 - Prorated Funding Based on High, Medium and Low Divisions
AVE REQUESTED PRORATED
PRO,1ECT NAME SCORE RANK AMOUNT HZGH\MED\LOW AMOUNT BUDGET
Projects Funded $ 1,,490j000
Successful Living -- Transitional Support Service 82.6 I $ 18,000 HIGH = 80% funding $ 14,400 $ 1,475,600
Successful Living -- Transitional Housing Acq. 82 2 $ 200,000 HIGH = 80% funding $ 160,000 $ 1,3.15,600
Iowa City IHA II LP -- Const. Rental Housing 79.4 3 $ 275,000 HIGH = 80% funding $ 220,000 $ .1,095,600
DVIP -- Furniture Project 79.2 4 $ 13,725 HIGH = 80% funding $ 10,980 $ .1,084,620
MECCA -- Const. Transitional Housing 78.7 5 $ 390,000 HIGH = 80% funding $ 312,000 $ 772,620
Iowa City IHA III LP -- Const. Rental Housing 78.3 6 $ 275,000 HIGH = 80% funding $ 220,000 $ 552,620
Iowa City IHA IV LP -- Const. Rental Housing 78.3 6 $ 275,000 HIGH = 80% funding $ 220,000 $ 332,620
Successful Living -- SRO Rehabilitation 78.2 8 $ 9,600 MEDIUM = 70% funding $ 6,720 $ 325,900
Elderly Services Agency -- Small Repair Program 76.3 9 $ 30,000 MEDIUM = 70% funding $ 21,000 $ 304,900
Goodwill Industries -- Transit\Accessibility 76.2 10 $ 111,500 MEDIUM = 70% funding $ 78,050 $ 226,850
MetroPlains -- Const. Rental Housing 75.8 11 $ 238,025 MEDIUM = 70% funding $ 166,618 $ 60,233
HACAP -- Transitional Housing Acquisition 74.2 12 $ 320,000 MEDIUM = 70% funding $ 224,000 $ (.163,768)
PRO3ECTS NOT FUNDED
Free Medical Clinic -- Nurse Case Management 74.1 13 $ 39,500 MEDIUM = 70% funding
DVIP -- Safety Equipment 73.6 14 $ 6,427 MEDIUM = 70% funding
City of Iowa City -- Housing Rehab Program 73.4 15 $ 300,000 LOW = 50% funding
MYEP -- After School Employment Program 72.8 16 $ 11,000 LOW = 50% funding
Hillcrest Family Services -- Facility Rehab 72 17 $ 8,000 LOW = 50% funding
Hannah's Blessing -- Day Care 70 18 $ 255,000 LOW = 50% funding
ISED -- Micro-enterprise Training 65.6 19 $ 30,000 LOW = 50% funding
Extend the Dream Fdn. -- Architectural Study 64.3 20 $ 24,400 LOW = 50% funding
Old Brick Foundation -- Accessibility 62.6 21 $ 100,000 LOW = 50% funding
Family Services -- Consumer Credit Counseling 62 22 $ 10,000 LOW = 50% funding
Neighborhood Centers -- SE Quadrant Planning 57.8 23 $ 19,810 Under 60 Points
Senior Center-- Pedestrian Bridge 56.4 24 $ 120,000 Under 60 Points
City of Iowa City ~- Cable TV Office Accessibility 49.6 25 $ 8,000 Under 60 Points
3/29/00
FY01 CDBG\HOME PROPOSED ALLOCATIONS
SCENARIO 3 - Allocation by Project Category
AVE CATEGORY REQUESTED ALLOCATION
PRO3ECT NAME SCORE RANK RANK AMOUNT AMOUNT BUDGET
Economic Development $ 95,000
Institute for Social &Economic Dev. 65.6 19 I $ 30,000 $ 30,000 $ 65,000
Public Services $ 53,000
Successful Living - Transitional Support Services 82.6 I I $ 18,000 $ 18,000 $ 35,000
DVIP - Furniture Project 79.2 4 2 $ 13,725 $ 13,725 $ 21,275
Free Medical Clinic - Nurse Case Management 74,1 13 3 $ 39,500 $ 21,275 $
MYEP - After School Employment Program 72.8 16 4 $ 11,000
Family Services - Consumer Credit Counseling 62.0 22 5 $ 10,000
Public Facilities $ 360,000
Successful Living - SRO Rehab 78.2 8 I $ 9,600 $ 9,600 $ 350,400
Goodwill Industries - Transit Accessibility 76.2 10 2 $ 111,500 $ 11t,500 $ 238,900
DVIP - Safety Equipment 73.6 14 3 $ 6,427 $ 6,427 $ 232,473
Hannah's Blessing - Day Care 70.0 :t8 4 $ 255,000 $ 232,473
Extend the Dream Foundation - Architectural Study 64.3 20 5 $ 24,400
Old Brick Foundation - Accessibility 62.6 21 6 $ 100,000
Senior Center - Pedestrian Bridge 56.4 24 7 $ 120,000
City of Iowa City Cable TV - Office Accessibilty 49.6 25 8 $ 8,000
Housing $ 982,000
Successful Living - Transitional Housing Acq. 82.0 2 I $ 200,000 $ 200,000 $ 782,000
Iowa City IHA II LP - Construction of Rental Housing 79.4 3 2 $ 275,000 $ 275,000 $ 507,000
HECCA - Contruction of Transitional Housing 78.7 5 3 $ 390,000 $ 390,000 $ 117,000
Iowa City IHA III LP - Construction of Rental Housing 78.3 6 4 $ 275,000 $ 117,000 $
iowa City ilia IV LP - Construction of Rental Housing 78.3 6 4 $ 275,000
Elderly Services Agency - Small Repair Program 76.3 9 6 $ 30,000 ~I~
MetroPlains - Construction of Rental Housing 75.8 11 7 $ 238,025
HACAP - Transitional Housing Acquisition 74.2 12 8 $ 320,000
City of Iowa City - Housing Rehab Program 73.4 15 9 $ 300,000
Hillcrest - Facility Rehabilitation 72.0 17 10 $ 8,000
Planning
Neighborhood Centers - SE Quadrant Planning 57.8 23 1 $ 19,810
3/29/0o
FY01 CDBG\HOME PROPOSED ALLOCATIONS
SCENARZO 4 - Allocation by Overall Project Rank
AVERAGE REQUESTED ALLOCATED
PRO3ECT NAME SCORE RANK AMOUNT AMOUNT BUDGET
Projects Funded $ 1,490,000
Successful Living -- Transitional Support Service 82.6 i $ 18,000 $ 18,000 $ 1,472,000
Successful Living -- Transitional Housing Acq. 82 2 $ 200,000 $ 200,000 $ 1,272,000
Iowa City IHA II LP -- Const. Rental Housing 79.4 3 $ 275,000 $ 275,000 $ 997,000
DVIP -- Furniture Project 79.2 3 $ . 13,725 $ 13,725 $ 983,275
MECCA -- Const. Transitional Housing 78.7 5 $ 390,000 $ 390,000 $ 593,275
Iowa City IHA ZII LP -- Const. Rental Housing 78.3 6 $ 275,000 $ 275,000 $ 318,275
Iowa City IHA IV LP -- Const. Rental Housing 78.3 6 $ 275,000 $ 275,000 $ 43,275
Successful Living -- SRO Rehabilitation 78.2 8 $ 9,600 $ 9,600 $ 33,675
Elderly Services Agency -- Small Repair Program 76.3 9 $ 30,000 $ 30,000 $ 3,675
Goodwill Industries -- Transit\Accessibility 76.2 10 $ 111,500 $ 3,675 $
Projects Not Funded
MetroPlains -- Const. Rental Housing 75.8 11 $ 238,025
HACAP -- Transitional Housing Acquisition 74.2 12 $ 320,000
Free Medical Clinic -- Nurse Case Management 74.1 13 $ 39,500
DVIP -- Safety Equipment 73.6 14 $ 6,427
City of Iowa City -- Housing Rehab Program 73.4 15 $ 300,000
MYEP -- After School Employment Program 72.8 16 $ 11,000
Hillcrest Family Services -- Facility Rehab 72 17 $ 8,000
Hannah's Blessing -- Day Care 70 18 $ 255,000
ISED -- Micro-enterprise Training 65.6 19 $ 30,000
Extend the Dream Fdn. -- Architectural Study 64.3 20 $ 24,400
Old Brick Foundation -- Accessibility 62.6 21 $ 100,000
Family Services -- Consumer Credit Counseling 62 22 $ 10,000
Neighborhood Centers -- SE Quadrant Planning 57.8 23 $ 19,810
Senior Center -- Pedestrian Bridge 56.4 24 $ 120,000
City of Iowa City -- Cable TV Office Accessibility 49.6 25 $ 8,000
3/29/00
MEMO TO CITY COUNCIL
Date: March 24, 2000
To: Iowa City City Council Members
From: Housing and Community Development Commission
Jayne Moraski, Chairperson
Re: FY 2001 CDBG and HOME Allocations
The Housing and Community Development Commission reviewed 25 applications for CDBG/HOME
funds, held two nights of hearings, and then met to discus the proposals and recommend funding levels.
We ranked projects based upon their ability to meet City Steps and the Comprehensive Plan 's objectives
for low to moderate income families in the community.
HCDC opted to fund a substantial number of projects in amounts that would not compromise the integrity
of what each applicant proposed to accomplish. As a result, the majority of the requests were partially
funded, and several received no awards. One applicant withdrew from consideration early in the decision
making process, and was not part of our final funding recommendations.
The total CDBG and HOME funds to distribute for FY01 is $1,890,000. From this, several "earmarked"
items were pre-allocated which included $105,000 for Aid to Agencies, $234,000 for Administration and
a contingency reserve of approximately $61,000. This left $1,490,000 for HCDC to allocate to FY01
projects.
A copy of the ranking sheet used by the commission to help evaluate the project proposals is attached. Of
the possible 100 points a project could receive, the highest ranked proposal received an average score of
82.6 and the lowest received an average score of 49.6. Any proposal receiving an average of less than 60
points was considered ineligible for funding.
Also included in this packet are the Commission's justifications for funding recommendations. Projects
are listed from the highest average ranking to the lowest. The Commission looks forward to discussing
the process with you.
Thank you.
Project Name
Request Recommended Allocation
Rank Terms
Justification for Recommendations
Successful Living - Transitional Housing Support Service
$18,000 $18,000
1 Grant
a. Highest ranked public service project
b. Continues to fill a transitional housing need within the community
c. Leverages $5.58 in other funding for each CDBG dollar requested
d. Support services are a key component for establishing stable lives
Successful Living - Transitional Housing Acquisitions
$200,000 $200,000
2 Conditional Occupancy Loan
a. Highest ranked housing project
b. Will not use Section 8 as an additional subsidy. Rents are projected between $150 to $260 per household.
c. On-going affordability
d. Provides on-site supportive services.
e. Agency has capacity to undertake project based upon past performance.
Iowa City IHA Senior Housing II LP - Construction Rental Housing
$275,000 $275,000
3 Loan
a. Project has site control and adequate zoning in place
b. Project leverages $9.29 in other public and private funding for each local dollar requested
c. Applicant has demonstrated capacity to complete the project
DVIP Furniture Project
$13,725 $13,725
4 grant
a. The Furniture Project provides tangible assistance to very low income families and individuals making the
transition out of shelters.
b. Has kept over 150 tons of waste from entering the Iowa City Landfill.
c. Project plans to serve more families than previous year and has received increased donations this year.
d. Has proven track record and on going financial support from Solid Waste Department.
Project Name
Request Recommended Allocation
Rank Terms
Justification for Recommendations
MECCA - Construction of Transitional Housing
$390,000 $325,000
5 loan
a. A High City Steps priority (transitional units for persons with special needs)
b. On-going affordability
c. Leverages $1.84 in other private funding
d. Provides on-site supportive services utilizing income from Section 8
e. MECCA reports project is slightly scaled back but viable at this level of funding
Iowa City IHA Senior Housing III LP - Construction Rental Housing
$275,000 $0
6
a. Part of a phased development scheduled for 1-2 years out.
b. Other financing not in place.
c. Would have depleted significant amount of funds on a project that could wait.
Iowa City IHA Senior Housing IV LP - Construction Rental Housing
$275,000 $0
7
a. Part of a phased development scheduled for 1-2 years out.
b. Other financing not in place.
c. Would have depleted significant amount of funds on a project that could wait.
Successful Living - SRO Rehab
$9,600 $0
8
a. Due to significant allocation for housing and services, 2 of the 3 requests from Successful living were funded in
full. This project had the lowest rank of the 3 Successful Living proposals
Elderly Services Agency - Small Repair Program
$30,000 $25,000
9 Grant
a. Provides safety and assistance to low to moderate income persons
b. Provides options for homeowners to remain in place safely
c. Coordinates with City 's Housing Rehabilitation Program
Project Name
Request Recommended Allocation
Rank Terms
Justification for Recommendations
Goodwill Industries - Transit/Accessibility
$111,500 $104,500
10 Mix of Loan and Gram
a. Preventative measure to lessen hazards to Goodwill clients
b. 100% of person served are low-moderate income
c. Goodwill has proposed repayment of $36,500 to CDBG
d. Improves traffic flow and will allow for more frequent and safer transit stops
Metroplains - Construction of Remal Housing
$238,025 $0
11
a. There were several large housing projects with significant requests. This project received the lowest rank of the
large housing projects
b. Commission also had preference for funding locally operated projects.
HACAP-Transitional Housing
$320,000 $96,450
12 Loan
a. Successfully completed similar project with FY00 funds (8 units)
b. 60 year local HOME affordability period
c. Meets CHDO requirement for HOME funding which specifies the minimum amount of funds that must go to a
community housing development organization.
d. Deep public subsidy per unit ($40,000 +)
e. HACAP has stated project will be viable at this funding level
Free Medical Clinic - Nurse Case Management
$39,500 $21,275
13 Grant
a. Preventative care program for patients with diabetes and hypertension
b. Leverages $3.11 for each CDBG dollar requested
c. Serves very low and low-income persons
d. Meets a high CITY STEPS priority
e. The clinic stated a part-time position was viable and the allocation will cover this.
DVIP Safety Equipment
$6,427 $6,427
14 Grant
a. Preventative and safety measure
b. May deter unacceptable behaviors both inside and outside the shelter
c. Modest funding request helps lower DVIP maintenance costs
Project Name
Request Recommended Allocation
Rank Terms
Justification for Recommendations
City of Iowa City Housing Rehabilitation Program
$300,000 $186,623
15
a. Rehabilitation resource for many low-moderate income homeowners
b. Primarily assists homeowners under 50% median income
c. Helps maintain the older housing stock and preserve neighborhoods
d. Part of assistance in loans which will be repaid into CDBG program
Mayor's Youth Employment Program
$11,000 $0
16
a. 2nd lowest ranked public service project
b. Due to CDBG program restrictions on public service fund allocations ($53,000 cap), there were not sufficient
funds for all projects in this category.
Hillcrest Family Services - Facilities Rehab
$8,000 $8,000
17 Grant
a. Cost effective project - $1,000 public per unit cost
b. Meets a high priority for permanent supportive housing
c. No Section 8 subsidy used
d. House needs safe, decent interior living space.
Hannah's Blessing Daycare
$255,000 $200,000
18 Loan
a. Meets a high CITY STEPS priority
b. Addresses an outstanding community need identified in public hearings
c. Site is viable for this use and site control has been secured
d. Has worked with 4Cs, HACAP, and DHS to assure their capacity to undertake the project.
ISED - Micro-enterprise Training
$30,000 $10,000
19 Grant-require $5,000 used for
child care program
a. Pilot project for child care business training meets community need
b. Provides free training to low-moderate income persons to start businesses
c. Continued demand for the program
Project Name
Request Recommended Allocation
Rank Terms
Justification for Recommendations
Extend the Dream - Architectural Study
$24,400 $0
20
a. Commission felt funding for tangible building efforts superseded need to fund studies
b. No information indicating other funding sources were sought
c. Does not leverage any additional funds at this point in time
d. Majority of commission recommended no funding
Old Brick Foundation - Accessibility
$100,000 $0
21
a. Difficulty in quantifying the number of person needing this type of access
b. FY00 CDBG funds not expended yet
c. Other funding not obtained--putting feasibility of the project into question
Family Services - Consumer Credit Counseling
$10,000 $0
22
a. Lowest ranked project in its category
b. Due to CDBG program restrictions on public service fund allocations ($53,000 available in un-earmarked
public service funds), there were not sufficient funds for all projects in this category.
Neighborhood Centers- SE Quadrant Planning
$19,810 $0
23
a. Proposal did not meet minimal criteria for consideration of funding.
b. No evidence of other organizations asked to contribute to the project.
Senior Center - Pedestrian Bridge
$120,000 $0
24
a. Proposal did not meet minimal criteria for consideration of funding.
b. Total public expenditure on this project will exceed 66% of the total cost
c. Questions remain regarding other options to meet accessibility needs
d. Difficulty in quantifying the number of persons needing this type of access
City of Iowa City- Cable TV Office Accessibility
$8,000 $0
25
a. Proposal did not meet minimal criteria for consideration of funding.
b. Lack of documentation on the number of beneficiaries and income levels.
RANKING CRITERIA FOR CDBG~HOME PROJECTS
This ranking sheet will be used to assist the Housing and Community Development Commission (HCDC) in the
FY00 allocation process. HCDC members will rank each project according to the uestions\criteria shown
below. Each question or criteda will then be assigned a point value. The five categories below are given a total
number of points and have been weighted according to their importance. Mark the number of point(s) for
each questionScriteria and total the points in each section.
Need\Priority (maximum 20 total points)
1. Meets a CITY STEPS priority? (High=10, Medium=6, Low=3 points)
2. Has the applicant documented a need for this project? (0-5 points)
3. Project meets the goals or objectives in CITY STEPS? (0-5 points)
SUB-TOTAL
Leveraging Resources (maximum 25 points) ,'
1. Does the project allow for the re-use of CDBG\HOME funds? (0-7 points)
A. Principal and interest [30 year or less Amortization] 7points
B. Principal and no interest [30 year or less Amortization] 6 points
C. Principal with a balloon payment 3 points
D. Conditional Occupancy Loan (future repayment) 1 point
E. Declining balance lien (amount forgiven over time) 0 points
F. Grant (no repayment) 0 points
2. Project leverages human resources [volunteers, etc.] (0-8 points)
3. Project leverages other financial resources? [Including in-kind] (0-8 points)
4. Project pays property taxes or a payment in lieu of taxes (0-2 points)
SUB-TOTAL
Feasibility (maximum 20 points)
1. The project will be completed within the required time period? (0-6 points)
2. Project budget is justified? [Costs are documented\reasonable] (0-6 points)
3. The level of public subsidy is needed? [Pdvate funds not available?] (0-4 points)
4. Has applicant documented efforts to secure other funding? (0-4 points)
SUB-TOTAL
Impact\Benefit (maximum 25 points
1. Pdmadly targets low-income persons (0-30%=10, 31-50%=6, 51-80%=4 points)
2. Project produces adequate benefits to the community related to cost? (0-5 points)
3. Does the project help persons gain self-sufficiency? (0-5 points)
4. Outcome data indicates program objectives can be met? (0-5 points)
SUB-TOTAL
Capacity\History (maximum 10 points)
1. Applicant has the capacity to undertake the proposed project? (0-4 points)
2. If previously funded, has applicant completed prior project(s) and
maintained regulatory compliance? (0-6 points)
3. If new, applicant can maintain regulatory compliance? (0-6 points)
SUB-TOTAL
GRAND TOTAL:
PROJECT NAME:
PROPOSED ALLOCATION: $ (Projects under 60 points receive $0)
PART II
MINUTES OF PUBLIC MEETINGS
1. Public Hearings - Applicant Presentations
February 16, 2000 ........................................... p. 29
February 17, 2000 ........................................... p. 40
2. Discussion of FY01 CDBG and HOME Requests
February 24, 2000 ........................................... p. 48
March 9, 2000 .............................................. p. 53
3. Project Budget Recommendations .................................. p. 60
MINUTES l
HOUSING AND COMMUNITY DEVELOPMENT COMMISSION
SENIOR CENTER, LOWER LEVEL CLASSROOM IP//~F? 0 g 2)!'ii~
WEDNESDAY, FEBRUARY 16, 2000- 6:00 P.M.
MEMBERS PRESENT: Dan Coleman, Denita Gadson, Bob Elliott, Rick House, Jayne Moraski,
Lucia-Mai Page, Kathleen Renquist, Gretchen Schmuch, Bill Stewart
STAFF PRESENT: Steve Long, Steve Nasby, Angela Williams
OTHERS PRESENT: Bruce Ray, Theresa Kopatich, Steven Kanner, Clarence Haverkamp,
Bob Burns, Jeanne Kelsey, Charlie Eastham, Danielle Thompson,
LaKeetha Ringer, Gary Stenson, Jay Honohan, Linda Kopping, Terri
Miller Chait, R. Joannie Hora, Julie Woodyard, David Malake, Christine
Pigsley, Pat Meyer, Ron Berg, Art Schut, John Watson
CALL TO ORDER:
Chairperson Moraski called the meeting to order at 6:05 p.m.
CONSIDERATION OF MINUTES FROM JANUARY 20, 2000:
Motion: Elliott moved to approve the January 20, 2000 meeting minutes as submitted. Coleman
seconded the motion. The motion was carried by a vote of 9-0.
PUBLIC/MEMBER DISCUSSION OF ITEMS NOT ON THE AGENDA:
Coleman said he thought there were two excellent articles in the newsletter from the Iowa Coalition for
Housing and the Homeless. He was impressed by the "From This Side of the Reflecting Pool..." article
that discussed attitudes toward the homeless and the "Point of View" article that analyzed the idea that
people in need are in a condition of dependency but their goal is self-sufficiency. The author makes the
point that human wellbeing has always been based on interdependence and the idea of self-sufficiency is
not really how society works. Renquist agreed and said the "Point of View" article made her look at the
term "self-sufficiency' much differently.
Moraski introduced Bruce Ray, a guest, from the Housing and Urban Development (HUD) office in Des
Moines who would be listening in on the meeting.
REVIEW OF FY01 APPLICATIONS FOR CDBG/HOME FUNDING:
Moraski explained that applicants would have approximately 7 minutes to make their presentation and 8
minutes to answer questions.
Successful Livin.q - Support Services - Theresa Kopatich. Kopatich said Successful Living provides
transitional supportive housing for low-income persons in the Iowa City area. She was requesting funding
assistance so that she could hire an assistant for the agency. The agency is nearly 2 years old and
Kopatich is currently the only full-time person along with a staff of part-time counselors. The agency has
been steadily growing and the foundation is very strong. She said when she first came before the board,
she talked about being able to grow and develop independent fundin9 sources. Durin9 the last year, they
have earned income through a lawn-care business and art project. She is spendin9 more time with the
administrative work and would like the new staff assistant to take over that role.
During 1999, Successful Living served 76 persons (22 women, 54 men). Kopatich said that of these 76,
25 of the people have left the program successfully. Success means they have long-term affordable
housing, income they can live on, and a support system developed so that they do not fall back into the
homeless cycle. She said that they check to make sure the persons are still living successfully after
moving out of the housing.
Kopatich said they also review whether they are helping the right people. One of the criteria in CITY
STEPS is to assist people with low-income. Out of the 76 people, 24 people came from MECCA, 21 came
from the Emergency Housing Project, 3 people came from the University of Iowa Hospitals and Clinics, 1
came from the Veteran's Administration hospital, 4 were referred from Community Mental Health, 20
Housing and Community Development Commission Minutes
February 16, 2000
Page 2
people were self-referrals, and one person came from Hillcrest Family Services. She noted that the self-
referrals show that Successful Living is known in the community.
She added that they conducted a survey at the end of 1999 asking about the biggest problems people felt
they were facing in finding housing and employment. Respondents felt that it was the effect of drugs and
alcohol on their lives. Successful Living also asked what was most helpful about the program.
Respondents said that it was the time they were given to save up money for deposits and rent. Kopatich
said this shows the agency is meeting its target goals.
Kopatich said that she is asking for less than what is listed in the proposal. She is requesting $18,000, not
the amount shown on the application. The assistant would allow her the time to continue to promote
independent fundraising activities for the agency.
Elliott asked what percent of the total budget went to administration. Kopatich gave him a copy of the
budget. She said that the majority of the costs are for wages.
Stewart asked about CASALA Services. Kopatich explained that these are supported community services
that are licensed with the State so that if someone meets the State criteria, the State will reimburse the
agency for the wages from time spent with that person. It stands for "Community Supported Living."
Coleman asked about the sponsorship program. Kopatich explained that this is a new program where
they ask business sponsors to provide $500 per year. In return, a plaque in the office lists the sponsors,
the sponsors are invited to fundraisers free of charge, and the sponsors are publicly thanked in the
newspaper.
Moraski asked if the agency would continue to ask for funding to sustain the position. Kopatich answered
that by getting the assistance the first year, she feels confident that they will be able to fund the position
on their own through fundraising.
Page asked whether the person would be part- or full-time and how they thought this would be funded.
Kopatich explained that they would start the person part-time with what they have now and by the new
cycle would hire the person full-time with the funding. Page also asked if upcoming projects would be in
jeopardy if this position were not funded. Kopatich said yes because she cannot continue developing
independent funding and also run the agency.
Schmuch asked if Kopatich really thought this would be enough of a salary to attract a good candidate.
Kopatich said that she thought it would and that the salary would not stay at that rate.
Stewart asked Kopatich to talk about their volunteers. Kopatich explained that a lot of volunteer help is
received from churches, and a group of seven consumers who have now moved out also help with office
work a couple of days a week.
Stewart said it would be good if the agency could quantify the volunteer time. Kopatich said that the new
staff person would help her with entering this data into the computer.
Successful Livinq - Acauisition - Theresa Kol3atich. Funding assistance was being requested to
purchase property on Church Street. Kopatich said this property was previously owned and operated by
Hillcrest Family Services. This is the first time Successful Living would own property. She said she is
particularly interested in the property because through their experience with the two houses currently
being used, the house with a large common area for interaction and large basement area for meetings
has had better results. The Church Street house has a large common area, kitchen area, and basement.
This will help the agency to bring in support programs for community meals and will help people work on
socialization skills.
Kopatich requested $200,000 to help purchase the house. The agency would raise the remainder of the
funds for the house from other sources. She said that she did not want to have any debt against it
because the house has only eight large bedrooms. She has talked with Hills Bank who will provide a
short-term loan on the difference until they can raise the rest of the money.
Housing and Community Development Commission Minutes
February 16, 2000
Page 3
Kopatich commented that they would not add to the density of the neighborhood because the house
previously housed 14 people and they would actually reduce the number to eight people.
Elliott asked about the cost of the house. Kopatich said that it was $315,000. Moraski asked about the
condition of the house. Kopatich said it was in excellent condition because when it was used by Hillcrest,
the house had to meet strict codes.
House asked how they determined the $156 - $256 charge for rent. Kopatich explained that in the past it
was determined by the funding that was used to purchase the house and how loans were repaid. In this
case she is asking for a conditional occupancy loan. If the program were to close, the City would receive
all of the money back. Rent would not be more than $250 per month. House said it was clear that the rent
would not make up for the debt service and asked how they would make up for that shortfall. Kopatich
said that there may be some things that they could get by with during the first year, such as no
management fee. She said that she has already started on funding sources for this. She is also working
with a couple of businesses in town that are interested in the housing project and may be willing to help
fill the gap.
Kopatich said that the agency does maintain a waiting list of a minimum of 40 people. She receives at
least 10 calls per week as well. Elliott asked how the agency prioritizes those who receive assistance.
Kopatich said that the customers are usually in the 0 to 30 percent income category. Moraski asked if the
priority was first-come first-serve. Kopatich said the Board decided to base the decision on a set of
criteria, including such things as whether the person has a mental illness, whether they are in a
dangerous situation, etc.
Moraski also asked how their services relate to other agencies. Kopatich said that agencies refer people
to them all the time; in return, they help people to learn how to use the resources available in Iowa City.
Moraski asked if there was an ongoing relationship with other agencies while people live in the house.
Kopatich said that several agencies come in to provide support. For example, the Impact program deals
with people who have mental illness issues.
Renquist verified with Kopatich that people doubled up in the rooms when Hillcrest used the house.
Schmuch asked if parking would be a problem. Kopatich said the majority of people do not have cars.
Moraski asked what the timeframe was for making an offer on the house. Kopatich said the offer is
contingent upon the acceptance of this proposal and they will hold the house until the process is
complete.
Successful Livin.q - Rehabilitation - Theresa Kopatich. Funding was requested to prepare the house
discussed above with a refrigerator/freezer, painting, and other minor updates. Stewart noted that this
request was obviously contingent on the previous proposal.
Moraski asked how many people the agency expected to serve. Kopatich said there are eight units and
with some turnover, she anticipates that 12 people will be served over the course of the year.
MetroPlains Develol~ment - Jeanne Kelsev. Kelsey said MetroPlains has been in business for about 20
years. A brief slide presentation showed examples of the developments. Approximately 50 percent of the
real estate development company's work involves substantially rehabilitating historic buildings into
housing. Approximately 25 percent involves acquiring existing properties and another 25 percent involves
new construction. The company operates in 10 states and has refurbished some old hotels for senior
housing, affordable apartments, and market-rate apartments. New construction included senior and family
housing. A slide of a site with three-bedroom duplexes was similar to what the company is proposing in
Iowa City. Another slide showed a high school that was turned into senior housing.
Kelsey said they wanted to show their capabilities through slides of the variety of projects completed.
MetroPlains Development is proposing 48 duplex homes. Forty-four would be rented to limited-income
persons and four would be market-rate. They are proposing to build three-bedroom duplexes because
information presented to them shows that Iowa City has a need for family housing. She noted the Iowa
City Housing Authority has identified that 70 percent of their need is family housing.
Housing and Community Development Commission Minutes
February 16, 2000
Page 4
Kelsey said the company is asking for 13 percent federal subsidy and the rest would be private funds.
They plan to extend the affordability period to 50 years so they may be awarded tax credits in order to
complete the development.
Stewart asked where the development would be located. Kelsey said that as stated in the application, the
information could not be divulged because of ongoing negotiations. She said the last time they divulged
the site, it disappeared. She later stated that it would be on the east side of town, north of Highway 6.
Page asked if the additional funding had already been awarded. Kelsey said housing tax credits funding
was delayed until June,
Moraski asked how far they were with negotiations. Kelsey said they have a verbal agreement with the
owner and the site is properly zoned.
Coleman asked about the 50-year affordability. Kelsey said they would have a land-use restrictive
covenant placed on the development for 50 years. The company currently owns and operates every
development they have completed.
Stewart asked if the Low Income Housing Tax Credit was considered private funds. Nasby said they
(HCDC) talked about this several years ago. Private persons purchase federal tax credits and the private
funds go into the project. Stewart also asked about repayment of the loan. Kelsey said there would be a
30-year amortization, 15-year term with 1 percent simple interest.
House said vacancy rates of 2.2 percent are mentioned, the industry standard is 5 percent, and 7 percent
is used in the application. Kelsey said that the banks like to see standards that are more conservative
than what they may actually be. Moraski said that they may have been conservative on the vacancy
rates, but the estimated property taxes are about half of what they actually are in Iowa City.
Elliott asked if the development depended on all of the funding. Kelsey said that it may be possible with
partial funds but would make it very difficult, particularly when they ask for funding from the state. There
needs to be enough units to support the management.
Stewart asked about use of volunteers. Kelsey said they usually have volunteers with historic
developments but not with new developments.
Moraski asked how they came up with 10 units that are HOME-assisted. Kelsey said that there would be
10 HOME-assisted units for the maximum amount of the funds.
Hannah's Blessinq Day Care - Danielle Thompson. Thompson said that Hannah's Blessing is a nonprofit
childcare center whose purpose is to meet the increasing demand (and need) for quality care and family
development services. Funds received from the grant would allow them to provide the services at an
affordable cost. The day care center is applying for funds to purchase one-third of a building. She said the
elimination of recurring facility expenses would ensure Hannah's Blessing's ability to offer low fees to low-
to moderate-income families; ensure its ability to allocate resources to provide quality in instructional
programs; and ensure its ability to offer competitive salaries.
Thompson said that she brought support letters from the Loyal Order of the Moose (the building they are
planning to purchase), Hills Bank and Trust, and the church that would also be housed in the building.
Coleman asked how they would be dividing the building. Thompson said the Moose Lodge is
approximately 15,000 square feet. Approximately 5,500 square feet on the first floor with a separate
entrance, a separate kitchen and two bathrooms would be used for the daycare. Parking adjacent to the
entrance would be used for the daycare.
Elliott asked if there would be a relationship between the daycare center and the church. Thompson said
that they are each totally independent.
Housing and Community Development Commission Minutes
February 16, 2000
Page 5
House asked how the project is set up for legal ownership (e.g., condo). Thompson said the purchase
agreement was written up for both. House said that it sounded as though they would be buying the whole
building and taking one-third ownership. Thompson said if that is something that would be required, they
would be willing to look into it.
Stewart asked if this type of ownership was feasible. Elliott said that it seemed like they would be buying
the building in partnership with the church and asked if that would meet the guidelines. Nasby said what
House suggested (two separate condominiums) would make things a lot cleaner. Thompson said the
church is willing to draw up a contract with whatever type of separation is needed.
Coleman asked about the historical relationship between the church and the daycare. Thompson said the
daycare was formed by one of the members of the church. However, it would have a totally separate
board and would not be controlled by the church.
Schmuch asked how many children are served by the daycare. Thompson said the daycare provider has
since moved away and the children have gone to other centers; however, they have expressed an
interest in coming back. They estimated 35 children would be served Monday through Friday, full days.
Elliott asked how they would prioritize applications. Thompson said that they would prioritize based on
need. Moraski asked if there would be room to expand. Thompson said there is room to expand. Usable
space is approximately 3,800 square feet. For the 35 children, there would be approximately 1,800
square feet needed.
Stewart asked how many years they would have to pay the loan. Thompson said that she assumed a 30-
year mortgage. Moraski asked how they arrived at the estimate for the loan and for the grant. Thompson
said that most of the loan amount was for the purchase of the building. She said the grant is for startup
costs and she used what seemed like a good figure.
Stewart asked if they would pay property tax, but the church would not. Thompson said that she did not
know, but will be consulting with an attorney.
Elliott asked how much of the funds would be needed to meet childcare regulations. Thompson said that
she did not have all of the figures. Renquist asked about the $60,000 estimate for rehabilitation.
Thompson said a lot of that would be for furniture, dividers, stove, etc.
Elliott said that they would need to be assured of the legal separation of the daycare from the church.
Nasby said there were two things that needed to be looked at: separation of use and separation of the
legal property. Nasby said that the City could work with Thompson on this and get back to the Housing
and Community Development Commission (HCDC).
Coleman asked if the parent fees were customary and if the salaried positions were full-time. Thompson
said that they were.
Senior Center - Linda KoDpin.~. Jay Honohan said that he and others from the Senior Center Commission
were in attendance to request funds for a skywalk from the new ramp to the Senior Center. The skywalk
would access an elevator to the Center. The projected cost is $358,251. The skywalk is actually only
$120,000 - $150,000 and the balance is for the elevator. He said that approximately 66 percent of the
seniors served by the Center are at or below 80 percent of the local median income category. They are
trying to fund this with a three-pronged approach. One-third would come from the community (individuals,
Johnson County, Coralville, financial institutions, businesses), one-third from a CDBG loan with the
money to be paid back by the parking revenues, and one-third from the City of Iowa City.
Honohan said the skywalk was determined to be the safest, most convenient, and most accessible
entrance to the Senior Center. Accessibility is important to the Senior Center and they believe it will
increase the use of the Center. In addition, he noted the importance of accessibility in CITY STEPS and
how many of the services in the Center are a high or medium priority. The Senior Center has been a
priority in the past because in the past they have been allocated $1,684,766 in CDBG funds for various
projects.
Housing and Community Development Commission Minutes
February 16, 2000
Page 6
Honohan said that senior citizens are a growing population and have over 50,000 visits to the Center at
this time. Approximately 33,000 visits could be by people at or below the local median income category.
He added that making the Center more accessible will benefit the community as the City strives to
revitalize downtown.
Elliott asked if there would be another skywalk to Ecumenical Towers. Honohan said there would not.
Elliott asked if people could access the Towers through the Senior Center after using the skywalk.
Kopping said people would be able to take the skywalk to the Senior Center and then access Ecumenical
Towers during normal hours of operation (8:00 a.m.- 5:00 p.m. M-F and 10:30 - 1:30 on weekends). As
a general matter of practice, Ecumenical Towers does not want people to come into the Senior Center to
use their lobby and coming through the doors as a thoroughfare.
Schmuch asked how many people actually drive to the Senior Center and how many use SEATS.
Honohan said that he could not tell them but they conducted a survey in which 56 percent of people
wanted the skywalk to make the Senior Center more accessible to them. Coleman asked if they would
have the ability to get better information on accessibility needs. Coleman noted the HCDC needs to look
at an objective need rather than what people prefer under the category of accessibility needs. Kopping
said that 58 percent of registered participants typically drive to the Senior Center. She added that when
they conducted the survey, 56 percent of the respondents said that they would find it difficult to get into
the Center in the absence of the skywalk/ramp.
EIliott said that this is a unique project in that eventually, because of the aging process, everyone could
potentially have a need for this.
Coleman asked why Johnson County and Coralville are not listed under sources of funding. Honohan
said they would be asking them to contribute as part of the community. Kopping added that Johnson
County contributes 20 percent to the Senior Center's operational budget and would therefore pay back 20
percent of the loan. Coleman said he thought parking revenues would pay for the ramp. Coleman said in
part, and part will come out of the operational budget. Coleman asked for further clarification. Honohan
said they would be getting $120,000 from fundraising, $120,000 from the CDBG payable when parking
revenue bonds are paid off, and $120,000 from the City of Iowa City.
Renquist said that if you include the CDBG funds, it appeared that $240,000 would come from Iowa City.
Stewart said that would not really be the case because the CDBG funds are federal funds and not really
from the City.
Elliott said that they wanted to know why Johnson County and Coralville do not appear in the budget on
the application. Honohan explained that if the City of Iowa City contributes $120,000, the Johnson County
Board of Supervisors has to put in $25,000 as part of the 28-E agreement.
Renquist said that in a recent Letter to the Editor, Bob Simpson seemed to believe there were better ways
to address accessibility and it also sounded as though the mayor was not in favor of the skywalk.
Honohan said Lehman told him he was misquoted. He has never talked to Simpson about this and noted
that they have explored all of the alternatives over several months.
Schmuch asked if the design of the ramp was set in stone and whether they have looked at volunteer
valet parking. Long asked if the design of the skywalk could be scaled back to save money. Coleman
asked how people with accessibility difficulties have currently and in the past accessed the Senior Center.
In addition, he wished to know historically why the cost of the skywalk was not included in the cost of the
parking ramp itself since that money would pay it off. Schmuch wanted to know what kind of subsidy they
are looking at and for how many people.
Because Honohan had run out of time and commissioners still had questions, City staff said that they
would put the questions in writing and get the answers back to the Commission at their next meeting.
Institute for Social and Economic Development - Jason Friedman. Christine Pigsley stated that the
Institute is seeking funding for microenterprise training. She said that they have listened to City staff,
citizens of the community during CITY STEPS economic development meetings, and their clients. The
majority of the clients have low incomes and are minorities. She said one of the largest issues in not
Housing and Community Development Commission Minutes
February 16, 2000
Page 7
being economically self-sufficient was daycare. In order to help the situation, they determined that they
could add a 6-week course on providing daycare. The course would help those who wish to start an in-
home daycare and those who already provide the service. Pigsley said people could be self-employed
and could provide daycare at a more affordable rate. She said that in addition to making more daycare
space in the community, in-home daycare providers often offer more flexible hours. She noted that
second- and third-shift daycare is almost nonexistent in Iowa City. By adding this piece to the existing
program, they believe they could add needed value.
Pigsley said that she brought along a packet with updated information, including a summary of how
people are doing, newspaper articles about the clients, and a listing of the current classes. She invited
Commissioners to visit the classes.
Coleman asked how much of the grant would be for the daycare training. Pigsley said they received
$25,000 last year for the regular training and the additional requested funds ($5,000) would be for the
additional course. Moraski asked if they could do one without the other. Pigsley said that they could just
provide the current program with the same funding but could not add the daycare piece without additional
funding. In addition, they could not just have the daycare course because clients would be turned down
for several other classes.
Stewart noted that $5,000 would be for the daycare training. He said CDBG funds are hopefully interim
funding until an organization can find other funding sources. Because ISED is asking for more funding
this year, he asked what their plan is for the programs in future years. Pigsley said that she was looking to
fund a gap that they have and agreed that the request for funding could potentially be ongoing.
Pigsley said that they have tried to add value to the program. She said they are not asking for any more
than the previous year for the core program and they would be offering a new program targeted at what
the community identified as a need with the additional $5,000. Elliott said that if Pigsley were to come
back the next year, ISED should think about how the program can continue without the funds.
Coleman said in that context, ISED should also be aware of their advantage for funding because they
were the only economic development applicant. In future years, ISED may not have that advantage.
Pigsley commented that ISED's economic development services are very unique to the population that
CDBG addresses. She said that she hopes to identify new sources of funding so that they may request
less funding the next year. She noted that the President of ISED was the former head of the Department
of Human Services for the State of Iowa.
Elliott asked if they had looked at partnering with public or private entities, such as corporations or
Kirkwood. Pigsley stated that ISED has a student from the UI who assists with a course and a volunteer
from Brenton Banks. She said that other institutions run into the same issues, such as the need for
funding for space and overhead. She said that when you look at the dollars, it is a good value for the
long-term care of the clients. She said that there was a letter in the packet from a man who took the class
in 1997 and is still being served today.
Hillcrest Family Services - Julie Woodyard. Woodyard said that she is the Assistant Director at Hillcrest
Family Services. She is responsible for the 22 programs HillGrest offers throughout eastern and northeast
Iowa. Woodyard said Hillcrest's proposal addressed the boarding house at 728 Bowery Street which is
part of a continuum of care for adults with chronic mental illness. Hillcrest also operates a 5-bed HUD
group home in Iowa City, offers supported living services to clients in their apartments, and intensive
psychiatric rehabilitation services for clients in Johnson County and surrounding counties.
Woodyard said the boarding house is an integral part of the care of clients who are not able to live on
their own at this point in their lives. Hillcrest was requesting funding for rehabilitation and some
appliances so the boarding house may be upgraded. She said the application should state that the
boarding house underwent "exterior" renovation after purchase. The interior has not had any work since
1988. This is because Hillcrest has a purchase of service agreement with the State of Iowa for the
services, not for the rent and rooming house portion. There has not been an increase in that rate since
they began the service. She noted that it is difficult to attract and retain staff because they are locked in at
the rate they started with. There are no funds left over for appliance repairs, etc.
Housing and Community Development Commission Minutes
February 16, 2000
Page 8
Woodyard said that a portion of their planned work would be assisted by $1,000 from a donor. Volunteer
labor would equal another $1,000.
Elliott clarified that the purchase of service limitations that Woodyard discussed was a State mandate.
Woodyard said yes and they are considering opting out of the program and instead negotiating with each
county. Woodyard said that they have requested donations from appliance manufacturers, but have not
been successful.
Stewart asked about Hillcrest's success rate for helping people. David Malake, the Assistant Coordinator
for the Hillcrest program which manages the boarding house, said that in a given year, between 3 to 5
individuals move out to independent living (out of 9 individuals). He said it would probably be 30 to 50
percent. Woodyard said that with persons with mental illness, there is usually a cyclical situation where
they may move back into the boarding house.
Nei.qhborhood Centers of Johnson County - Pat Meyer. Meyer said that she is the Community
Development Director and works at all three Neighborhood Centers. She said that she works with
neighborhood advisory groups to address neighborhood issues and also ~vorks with volunteers at the.
Centers. Meyer said they usually focus on services like childcare, parent support, and linking people with
childcare. However, because of the problems in the neighborhood around Broadway and Pepperwood,
they feel that they need to start instead looking at economic development. She said people are struggling
with job training at the same time they have empty storefronts in the neighborhood. Therefore,
Neighborhood Centers is asking for funds to dedicate staff time to that area. Meyer said they do have
support from Southgate Development and this would be an opportunity for people to talk about what to
do.
Gadson asked if they had addressed these concerns to Council because it definitely seems like
something needs to be done. Meyer said there have been conversations with representatives and this
application for the grant seemed like one of the routes they could go with this idea.
Elliott said that he agrees with Gadson in that this problem needs attention much greater than what they
could do with a limited amount of money. He asked if this request was to add one staff person to attend to
this problem. Meyer said it would be for approximately 10 hours a week and the rest was for consultants.
She said this was partially the recommendation of City staff. Elliott also asked if Southgate has been
cooperative. Meyers said Southgate has been very involved. Coleman asked if Southgate has committed
any funds. Meyer said that they could talk about this but so far have not been sure what to ask for.
Page asked where the estimate of $10,000 for consultants came from. Meyer said Karin Franklin, PCD
Director, recommended consultants who could conduct marketing research for the area and this is
approximately what it would cost. Meyer said ISED has some expertise in surveys and said they would
help. Elliott asked if they had talked with ICAD. Meyer said they had not but this would be something they
could do with additional staff time. Moraski summarized that these conversations could occur if they
received the funds for additional staff time.
Coleman asked how this project fits with the City's Southeast Plan. There have been similar types of
concerns with downtown. Nasby noted the Southeast Plan is actually a land use plan but this would tie in
because it needs the commercial area. Meyer said they are also looking at changing the neighborhood
image because the perception of the residential has an impact on the commercial. Gadson said that if the
Neighborhood Centers were to request the funding again next year, they may want to request funds for a
Public Relations campaign because they are addressing the need to change an image or perception.
MECCA - Ron Bern/Art Schut. Berg said MECCA was requesting $390,000 from CDBG funds to support
a 12-unit transitional apartment building. The primary target population would be chronic substance
abusers. They assume this population would be eligible for rental assistance and would use that
assistance to stay in the apartments. He noted that last year 55 single women with children were seen
who were below 30 percent of the median income. He stated that some were homeless. Berg said that
they have made adjustments since creating the proposal because they determined that locating the
building on the current site would be the best way to manage land costs, zoning issues, etc. He brought
Housing and Community Development Commission Minutes
February 16, 2000
Page 9
along changes to the financial information, but noted that the alterations did not change the funding
request.
Berg said there would be a three-story addition at the front of the current building. The first floor would be
office space and the top two floors would be apartments. The small building currently on the site would be
torn down for parking. Schut said that the financing estimates were arrived at in consultation with a real
estate developer. In this plan, they increased the amount of the private mortgage, anticipated rental
income, and planned for consolidating some services. Berg stated that in terms of experience, MECCA
operated a boarding house starting in 1972 and constructed the current building in 1985. He said there
are currently 38 beds in the facility for short-term care, but there is a deficit for long-term transitional
housing. The current architect has experience with HUD projects.
Stewart asked how the project costs would change from the proposal. Copies of the updated costs were
handed out and Moraski clarified that the financing request had not changed, Berg said there were two
bedrooms per unit to allow for single parents and children,
Elliott noted that the Commission had just had a discussion about the problems with this area of the City
(image, economics, crime). Besides being an attractive building, he asked how this building would
contribute to that area. Berg said that other than getting rid of a bad building, he did not know how the
project does anything for the problem other than it deals with people in inadequate housing or who would
be unable to access housing at all. Schut said another advantage to the new building would be the
monitoring agreements with the tenants regarding drug and alcohol use.
Moraski said that it appeared they would be receiving a subsidy through HOME funds and another
subsidy through federal funds from the Iowa City Housing Authority. Schut said that they would be using
rental income plus the existing lease costs to support their services.
Elliott asked for an estimate of how many of the 12 family units would be at 30 percent of the median
income. Schut said last year 55 women and 16 other family units met this category, so basically 100
percent would be at that level. Berg said a lot of the people have difficulty accessing publicly supported
housing. Renquist said that the proposal does state that all of the clients report an income at or below the
median family income. Schut noted that this would be a seamless service for substance abuse clients
because the services would all be in one building. Berg commented that one of the difficulties has been
finding drug-free housing.
Stewart asked if residents would be able to come and go as they wished. Berg said they would have a
key and all of the people on site would have a relationship with a caseworker.
Gadson said that in the original proposal, the "land costs" differ from the addendum's "land contribution."
Schut said part of that is because of estimating the value of the current property. The original proposal
only looked at purchasing land. Coleman noted a correction to the math on Page 12.
Renquist said that both CDBG and HOME funds are listed in the proposal. Nasby noted that it is likely
eligible under both. They could just cross out the typo and consider it a request for HOME funds.
Stewart asked if MECCA makes use of volunteers. Berg said the Board of Directors are volunteers and
they have volunteers on their programs. They have not specifically discussed volunteers for this project.
Goodwill Industries - John Watson. Watson showed a map of the Goodwill Industries site. He said they
were asking for site modifications so they could have a better entrance for buses and better accessibility
for customers. They would close the existing south entrance and open a new entrance. They would
purchase a small piece of land from Brenneman Seed & Pet Center. This would allow better access for
buses and people would not have to back their cars up. He noted that the current handicapped parking
spaces no longer comply with current ADA standards and they would also be redone. He said they also
plan to replace some parking by using nearby land that is to be donated by Procter & Gamble. Watson
said there is an abandoned spur from the railroad tracks that would be torn out.
Coleman asked how the parcel with the railroad tracks related to the project. Watson said they do not
have enough parking and if they take away spaces with the larger entrance, they would need to replace
Housing and Community Development Commission Minutes
February 16, 2000
Page 10
those spaces to comply with the legal amount required. Coleman said the proposal does not mention an
increase in parking. Watson said the budget does ask for paving, however.
Watson said there is one change in the budget for moving a fire hydrant. The original estimate was
$2,000 but the City water department now estimates $5,150 because they moved the location. Watson
said they had hoped the hydrant could be moved a short distance so that they would not have to come off
the main. Where the City is requesting the hydrant be moved is much more expensive. The architects
also updated part of the estimate that was originally completed in 1998. Watson said he was also
requested to provide the HCDC with the Board's resolution. He handed out copies of the minutes with the
information highlighted. Watson said he also received a letter of support from SEATS, but could not hand
out the letter because that would exceed the number of pages allowed.
Elliott asked if any of the proposed plan needs to be approved by Planning and Zoning. Watson said that
they would need to receive a permit. Watson said he does have a letter from the Traffic planner that
supports the project as well as a letter from the transit director. He noted that they are not adding to the
number of curb cuts.
Coleman said there is a substantial description of problems people have with using the bus and asked
how this project addresses the problem. Watson said that only two buses a day come into the property
now, but because they have people coming and going all day, they hope to receive a commitment from
Transit to have buses loop through the property throughout the day. He noted that there is 7 minutes of
extra time where the bus sits at Eastdale before the route starts back up.
Coleman asked if Watson had any sense of whether there would be cost savings with the shift of SEATS
riders to City transit. Watson said approximately 20 percent of the people who ride SEATS could possibly
be trained to ride City transit if the buses were more accessible. He said these are people who usually
cannot travel independently for short distances. With the new lifts on City buses, he believes there would
be some cost savings, but would not know how much.
OLD BUSINESS:
Swenson and Associates Project Update
Nasby said that he thought they would be closing the next week. Elliott said that he felt badly for all of the
difficulties, but he also felt that this was a worthwhile project.
Nasby said that HCDC's letter about renovating Hawkeye Court Apartments was placed on City Council's
agenda as an informational item. One of the councilors wanted to review it during a work session.
Because of the full agenda, the discussion was moved to the next Council meeting on February 14. After
some discussion, the Council said that they would like to send a letter in place of the HCDC's letter.
Nasby said it would be slightly different because the Council wants to ask the UI to participate in a
discussion about housing policy. Nasby said the letter will state that this was brought to their attention by
the HCDC. Moraski said that she also planned to send the letter as a private citizen with the
Commission's approval.
Nasby said there was some discussion at the Council meeting what scope boards and commissions
have. It was determined that because Boards and Commissions are advisory bodies to them, the HCDC
needs a consensus by the Council to send out letters. Letters that educate can be sent without Council's
approval, but letters about policy or advocacy must receive the approval of the Council.
Coleman said that he wished he could have witnessed the Council's discussion, but they voted 4-3
against televising the work session. Stewart commented that they are open meetings, however. Elliott
said that the letter will carry more weight coming from the Council and this will benefit the Commission.
NEW BUSINESS:
Long handed out a memo from Grosvenor about a new affordable housing initiative, the Security Deposit
Loan Program. They will be using the unused HOME funds previously allocated to the Tenant-Based
Rental Assistance program to provide security deposit loans to Section 8 voucher participants.
Housing and Community Development Commission Minutes
February 16, 2000
Page 11
ADJOURN:
MOTION: Elliott moved to adjourn the meeting. House seconded the motion. The motion was
carried by a vote of 9-0.
The meeting was adjourned at 9:35 p.m.
Minutes submitted by Wendy Larive.
ppdcdbg/rninrncdc2-16~0.doc
MINUTES
HOUSING AND COMMUNITY DEVELOPMENT COMMISSION
THURSDAY, FEBRUARY 17, 2000 MAR 0
SENIOR CENTER, LOWER LEVEL CLASSROOM
MEMBERS PRESENT: Dan Coleman, Lucia-Mai Page, Jayne Moraski, Kathleen
Renquist, Bob Elliott, Gretchen Schmuch, Rick House, Bill
Stewart, Denita Gadson
MEMBERS ABSENT: None
STAFF PRESENT: Steve Long, Steve Nasby, David Powers, Liz Osborne, Linda
Severson, Angela Williams
OTHERS PRESENT: Jane Thomas, Tom Walz, Linda Murray, Gloria Witzberger, Jean
Mann, Carole Connor, Nonalee Gardner, Denise Ganpat, AI
Axeen, Angie Madsen, Jerry Nixon, Alaina Welsh, Bob Burns,
Jesse Burns, Judy Gerlitz, Chuck Coulter, Dr. Maureen Connally,
Ed Gaines
CALL TO ORDER
Chairperson Moraski called the meeting to order at 6:07 P.M.
PUBLIC/MEMBER DISCUSSION OF ITEMS NOT ON THE AGENDA
None
REVIEW OF FY01 APPLICATIONS FOR CDBG/HOME FUNDING
(6:08PM) Free Medical Clinic- Jane Thomas spoke on behalf of the clinic; making a request for
$39,500 for a nurse care manager. She introduced Linda Murray, board member, and said that
Dr. Connally, medical director of the clinic, was expected at the meeting. Thomas began by
saying that she is a registered nurse and has been working for a year and a half at the clinic.
During this time she has been the coordinator of the HIV Program. She made a proposal for a
nurse case management program to improve the health outcomes of the clients with diabetes
and hypertension. The number of the clients with chronic conditions accessing primary care at
the Free Medical Clinic has increased by 217% since 1993. In FY 1999 primary care service~
was provided for 153 clients with diabetes or hypertension. So far this year, the clinic is seeing
as many as five new clients per month for these chronic conditions. Staff is striving to provide
quality health care for the clients. It is frustrating as the clients frequently miss scheduled
appointments with specialists and also run out of medication between the appointments. This
makes it difficult to provide them with quality care. At this time there is no systematic health'
education; which is a very strong recommendation by the American Heart Association and
American Diabetes Association. So far the only health education they receive is during brief
office visits with Dr. Connally.
There is a Patient In Need program which the clinic applies to pharmaceutical companies to
secure medications for these clients free of charge. It is a big project that takes a lot of time on
the part of staff. All clients are not enrolled at this time. This could be improved upon if there
were a nurse case manager. Just this past week the pharmaceutical companies have started to
reject requests of those patients who are not US residents. This poses a new problem in trying
to provide free medications for these clients. There have been three applications turned down in
the past week.
Thomas said the goal of the program is to provide nursing services and nurse case
management for clients who have diabetes or hypertension and whose only access to primary
care is the free clinic. There are two objectives to meet this goal by June 30, 2001.1 ) That 70%
of the clients will have received nurse case management and education in disease process and
nutrition, medications and self-care behaviors; 2) they also would like to have quarterly physical
and psycho-social assessments with one eye and one dental exam. They would like enrollment
Housing and Community Development Commission Minutes
February 17, 2000
Page 2
in the Patient In Need program with glucometer and aides if there are diabetic patients. By
June30, 2001, 50% of these clients would demonstrate improved compliance with
appointments and medication use and improved control of symptoms and decreased
complications of disease, increase knowledge of the disease process, nutrition and medication.
They would increase the use of self-care behaviors to improve their quality of life. In order to
carry out this program there would be chart review of all clients who have hypertension or
diabetes to obtain base line data. They would also develop assessment and evaluation tools
that would help them with clients and to evaluate the program at the end of the year. They
would also develop a tickler file to help monitor medication use. At the end of the program they
would do an evaluation of the program. Thomas closed by saying chronic illness places a
substantial burden on the individual and on the community and the economy. She estimated
that the cost of this nurse case management program would be $260 per client per year. It is
expected that the program will increase the clinic's capacity to prevent serious complications of
diabetes and hypertension to improve client quality of life.
Thomas did report that they would not be able to meet the requirements of the Wellmark
Foundation until June so they would miss the cycle. With Mercy, the co-director has just written
a letter to begin the application process. Thomas indicated that if funds are granted by both
Mercy and HCDC that the CDBG funds would be used to support the program for the first year.
Elliott inquired if this position is unique for the clinic. Thomas said that it is a unique position as
these clients are those who the clinic has the greatest concern about providing consistent care.
They do see that this position could also help other clients who may not have chronic
conditions. Dr. Connally noted that the clinic is not equipped for oncology or HIV patients.
Renquist inquired about the percentage of the population that has diabetes and hypertension.
Thomas indicated that there are 153 clients with the conditions and this would represent 3.8% of
the total patients seen in a year.
Schmuch said that points are given for in-kind donations and materials and asked what
donations the clinic receives. Thomas said that there is quite a few materials that are received
from the American Diabetes Association and from The American Heart Association.
Moraski asked Thomas to provide more budgetary information to the commission.
6:25PM-Elderlv Services Agency- Jean Mann presented herself as the director for Elderly
Services and made the request for $30,000. She has run the small housing repair division for
many years. She enjoys helping people to be able to stay in their homes; which is very gratifying
work. Mann went on to say that of the 43 people served in the program, 26 were 75 years or
older, 23 lived alone and 24 were female heads of households. The one criteria that determines
a project is safety. If there is something relatively small that is safety related every effort is made
to do the project. Twenty-three of the forty-one people served had incomes less than 30% of the
median income. The people served have no other options to help them stay in their homes and
these are generally mobile homes.
Mann said that last year was a little unusual due to personal circumstances on Mann's part. This
lead to there being money left in the spring. This allowed the agency to expand the steps at the
Domestic Violence Intervention Program to accommodate elderly or handicapped people. They
also put in windows at the Caldren Retirement Residence. She said that the grant was $28,000
with $9,800 left. There are about 40 to 50 people served yearly. Jack McMahon is the
construction consultant and Gary Smith will be overseeing the small repair program after
Mann's retirement.
Moraski inquired about property taxes being paid by the agency. Mann said that the property
owners do pay their own taxes.
Housing and Community Development Commission Minutes
February 17, 2000
Page 3
6:35PM- City of Iowa City Housing Rehab- David Powers, Liz Osborne and Jeff Vanatter made
the presentation for the application in the amount of $300,000. The program has been in place
for over 20 years. This program does repairs that start at about $1,000 and go up from there.
This year there have been 32 projects completed and there are more to be completed this
spring. There is a waiting list with 57% of them having incomes below the 50% median income
level. The program this year is leveraging some sweat equity in projects. Since 1987 61% of
households served are still in their homes. There is $1,100,000 in outstanding loans that will be
repaid. Powers noted that Osborne has been certified as a lead-based paint risk assessor. This
is something the City will be faced with this year. Osborne noted that there are new regulations
that are going to be enacted beginning September 15, 2000, regarding lead in homes. HUD is
issuing the regulation to protect young children from lead paint. The regulation requires specific
procedures for lead paint notification, evaluation and hazard reduction activities. This applies to
housing that is pre-1978, and most of the clients served live in older homes.
There are five components that the project accomplishes:
· Comprehensive Rehab Program which looks at the entire house to bring it up to HUD
and Iowa City housing quality standards. A project like this could go up to $38,000.
· There is an Exterior Rehab Program where there is concentration on any of the exterior
portions of the home. They go up to $15,000 in this portion.
· Residential Accessibility Program tries to make the property accessible for people with
disabilities to help them maintain independence. The limit on this is $16,000.
· The Emergency Repair Program corrects major violations in the housing code that
makes the houses uninhabitable. This concentrates on life safety items and the limit for
this is $4,000. This is the only program available that provides these services for
extensive assistance.
Elliott inquired how people qualified to use the program. Powers said that they apply to the
program and have to be 80% or below of median income as prescribed by HUD. City staff also
looks at the income and the ability to pay.
Moraski inquired how a neighborhood would be targeted by advertisement. Powers said it is
mostly by experience. If there is a neighborhood that is having work done then others may be
contacted. There also may be a cross-reference of housing data.
Gadson inquired about the number of homeowners with young children who had lead paint.
Osborne said the program is for homeowners. Of the 32 who had assistance there was perhaps
four who had lead problems. None of them required the family to move. Children have been
tested in the homes in question and fortunately there have not been any health problems.
Powers indicated that an application has been submitted to the Federal Home Loan Bank. Eliiott
questioned the cash on hand, the committed dollars and the carryover dollars. Renquist asked
for further clarification and identification on the dollars carried over. Nasby pointed out that the
money was targeted to be spent and there had been a carryover. Nasby said that some CDBG
funds had been used for the match for the Federal Home Loan Bank funds.
7:02PM- HACAP- Gloria Witzberger spoke as the director of the Johnson County HACAP office
and she introduced Carole Connor as the Housing Operations Manager for the program. She
stated that they were requesting funds for the associated closing costs and rehab needs for
eight two-bedroom housing units to serve homeless families who fall under 30% median income
with inadequate resources to find other housing. They would like to replace four existing
housing units and acquire four additional units. Two of the properties to be replaced will be lost
through lease agreements that they currently have. Two will turn over due to increased
Housing and Community Development Commission Minutes
February 17, 2000
Page 4
maintenance costs and age. This includes continual energy efficiency upgrades and continual
lead based paint management. The conditional occupancy loan represents 75% of the proposed
project budget and the 25% match will come from HACAP. Decent and affordable transitional
housing has been identified as a high need in the CITYSTEPS Consolidated Plan. The
proposed project would address the strategy of improving transitional housing programs for
families and offer supportive services. The supportive services are key in this proposal. Connor
said it really does help people to move to self-sufficiency. The goals are to increase the quality
and quantity of affordable and safe transitional housing for homeless families. In addition to a
family support counselor that would meet with every transitional family in HACAP. They also
have Head Start Programs and infant and toddler care. They also have energy assistance,
employment and educational programs.
Witzberger noted that they had purchased homes last year and placed families. They feel that
they have been successful and thanked the planning department for their consultation.
Elliott inquired about the services being mandatory. Some of the services are mandatory.
Coleman asked about the proposed properties they are vacating. Connor said that the unit in
Coralville is a HUD repo. A lot of work has been done and more is being done. They would like
to sell that home. The one at Waterfront Drive is an older mobile home that needs to be
replaced. On Market Street the home is of concern because of its age. All of the units have
children and they would like to replace it with something safer. The home on Johnson Street has
many of the same issues as the Market Street home. Elliott confirmed that eight two-bedroom
condos were obtained with the funds received from last year.
Connor said that she feels that tremendous strides have been made in the Broadway area since
HACAP purchased units there. She feels the whole neighborhood is working together to rectify
problem areas and build a sense of community.
Moraski inquired about how they would handle partial funding. Connor said they have not had
that discussion, but the project would be scaled down.
Stewart inquired about obtaining other funds. Connor said that they are looking at the FHLB.
She said there is a good core of volunteers. Nasby asked about the rent HACAP charges and
he noted that HACAP pays gas, electric and water. Connor noted that rent would typically be
$96-104.
7:19PM- Family Services- Consumer Credit Counseling- Denise Ganpat began by saying that
she is the fund development coordinator at Family Services. Their request is for $10,000. She
introduced Nonalee Gardner as the staff person for the consumer credit counselor in Iowa City.
Ganpat said the purpose of the organization is to strengthen individual families and communities
in which they live by providing financial education and debt management services that help the
clients implement solutions to help their financial issues. They are the only entity operating in
this manner in Iowa City. They offer education, budget counseling and a debt management
program. The client pays the service and they pay the creditors. The initial client fee is $20 and
$25 is charged for debt management. In hardship cases the fees are waived. If they are enrolled
into the debt management program there is a $20 set up fee with $10-20 per month charged
that goes to the service. The counseling service deals with the creditors to reduce the debt.
Elliott inquired about the success rate of people being able to stay out of debt. Ganpat said that
about 40% of the people graduate from the program. There is an advisory board and RSVP
volunteers for the program. Ganpat noted that in Iowa City 104 persons are being assisted. In
order to maintain a three-quarter staff person approximately $7,000 is needed and $3,000 for
rent costs. The has been a downward trend in funding from another source. Stewart suggested
approaching local banks as funding sources.
7:34PM- DVIP- Furniture Proiect- Angie Madsen introduced herself as a director of the
Domestic Violence Prevention Program. Their request is for $13,725 grant money. She said that
Housing and Community Development Commission Minutes
February 17, 2000
Page 5
the Furniture Project coordinator was unable to attend the meeting due to a death in the family.
She made a correction on question #15- under emergency shelter grants a full-time position
was applied for as opposed to a part-time position. She said that about 28 community based
agencies made referrals to the project. The largest referrals come from the Crisis Center and
DHS. The number of recipients increase every year. When folks call in to the center the furniture
is either picked up or dropped off. An example is the 200 beds recently donated from Collins
Plaza. Other similar donations have been made. There is one paid staff person and one other
part-time. The remainder of the people are volunteers who are from the learning center at
Kirkwood and community service people. When recipients call they are able to get furniture
within a few days. The project works very quickly. She said funding is difficult to find as it is a
project that falls through the funding cracks. They are applying for the Emergency Shelter Grant
for a full-time position so they will not have to rely on CDBG funds for the salary. The Principal
Financial Group and Solid Waste Division are other sources that they are applying to for the
program.
7:45PM- DVIP- Safety Eauipment- Madsen made the request for a camera system and coded
locked doors for the shelter in the amount of $6,427. She said that there have been substance
abuse problems especially on the second floor in bedrooms. There are 56 bedrooms and about
30 persons per night capacity due to staffing shortages.
Elliott asked about the cost to change locks and Madsen said it was about $225. Stewart
inquired about financial resources. Madsen said for these types of items come from grants. The
other funding is for staffing. Moraski explained the leveraging of dollars to Madsen.
Break- 8-8:15PM
8:15PM-City of Iowa City Cable TV Office-
Jerry Nixon spoke for the City of Iowa City Cable TV Office asking for $8,000 grant. They would
like to use the funds for door openers for their front door office and their studio door. The door
that will be taken at their new location weighs about 300 pounds. The design will be ADA
accessible. Non-profit community groups are served by Cable TV. Their clients do have
requirements where they need to access the office via a wheelchair. There are franchise fees
and these funds go to the new building; which will be on the second floor of Tower Place.
Stewart inquired about the other funds available. Nixon indicated that the franchise fees that
have been saved for about twenty years will be used for the project.
8:22PM- Extend the Dream Foundation- Tom Walz introduced himself as a recently retired
faculty member from the University of Iowa and current associate director of a newly established
foundation. He also introduced Ed Gaines as the chairperson of an organization called the
International Bill Foundation. This organization recently merged with Extend the Dream
Foundation. The proposal is for $24,400 and would be used to have an architectural study done
so that ideas and estimates can be obtained to remodel the west wing of Old Brick. The idea for
the building is to create a mini mall that would be owned and operated by persons with
disabilities. This would increase the employment of people with disabilities. He said what he has
seen accomplished in Bill's Coffee Shop could be magnified in this project. He said he felt the
Old Brick building is a good site for the mini-mall and there is parking available.
Coleman inquired if an elevator would be necessary. Walz said he felt that it would not be
essential to the success of the project, but would greatly facilitate some of the concepts.
Coleman went on to ask if any other funds have been raised thus far. At this point he said
nothing has been done until designs are in place to sell the concept.
Elliott asked about partial funding as an option. Walz indicated that the minimum needed would
be $12,750 to get the project off the ground.
Housing and Community Development Commission Minutes
February 17, 2000
Page 6
Schmuch asked about the volunteer work done. Walz said that they do employment education
in the area of disabilities. He said he travels the country telling the "Bill Story" and the funds
from that go into an endowment fund for the Bill Coffee Shop program. He said he spends a
great deal of time helping with the coffee shop.
Moraski asked why other vacant downtown spaces would not be appropriate. Walz said that this
building is in the center of an incredible foot market. He said he felt the possibilities of having
good traffic is essential. He said this project is as much education as employment.
8:38PM- Iowa City IHA II Limited Padnership- Phase II, III and IV- Robert Burns requested a
loan in the amount of $275,000. He introduced Jesse Burns as his partner and Alaina Walsh
who is a social worker and on his staff.
Jesse Burns spoke about an affordable rental housing opportunity with support services. All 30
dwelling units in this project would be priced at the HUD fair market rent. All units would be
affordable to Section 8 participants. He noted that there is a very large demand for units which
accept Section 8. He said he also manages a building that houses similar clientele that they
would like to be housed in this project. There is currently a waiting list of 61 persons with 51 of
them indicating they have a disability. All of the units in this development will 100% accessible
for people with disabilities. They will house disabled and elderly households. Priority will be
given to households with zero to 30% median income. They also plan to serve homeless people
moving from transitional housing.
Walsh spoke about the goals. She said they are concerned about the total welfare of their
tenants. They would also coordinate and provide support services to help the tenants remain
independent, happy and healthy. One thing that they have done is work with the Johnson
County Senior Dining. Their plans are to use the west side of the development for a congregate
meal site. This would be available to both residents and the public. There are other services
they would offer as listed in their application.
The site that they have selected is in the western side of Iowa City. It is properly zoned and has
gone through the Planning and Zoning Commission and City Council gaining approval. It is a
four phase project. They have a warranty deed to the site and all infrastructure is in place. Burns
said the funds they are requesting could leverage over $2,500,000 in other funds.
They are ready to start construction as soon as tax credits are awarded in late 2000. They will
be using local contractors for the project. In response to a question, Burns said that all of the
phases will be identical. He said that the stair towers are fire protected and would serve as a
place of refuge until help would arrive should an emergency occur.
Burns said the project meets all of the objectives of the HOME program. It adds new housing
stock to the community through new construction. A full-time social worker is part of their plans
as it helps keep the units full by serving the tenants.
Elliott asked about the breakdown of one bedroom versus two bedroom units. Burns stated that
there would be twenty-eight one bedroom and two 2-bedroom units.
Stewart inquired about volunteers for the project. Welsh indicated that they are seeking out
volunteers through the agencies they will work with.
Burns spoke about the timeline. He said they do think they have a good chance for new tax
credit projects since Iowa City did not receive any last year while Des Moines received 108 new
units. In Polk County there are 2,536 units; which means there is 1 per 142 people. In Johnson
County there is 318 tax credit units; which represents 1 per 323 people. He said this has been
pointed at IFA. They are very approachable; however they are looking for local support before
making any awards.
Housing and Community Development Commission Minutes
February 17, 2000
Page 7
Schmuch inquired why the cost of the Fairfield units are lower than Iowa City. Burns said the
land cost is higher in Iowa City and timing of construction is also a factor. He said it is very
difficult to find sub-contractors for projects in this area.
Severson inquired about transportation options. Burns said the City bus runs to the
neighborhood, but about three blocks from the site. Welsh said Johnson County Seats also
provides services. Burns went on to say that finding a suitable site in Iowa City has been a
challenge.
Burns spoke about the Phase III Application and said that the tax credit cycle for FY 2001 will
start and end before the Commission considers next year's applications. He said normally the
cycle would start in October of 2000 and be due by the end of the calendar year so that they
could award the tax credits by the first of March. He said that if the Commission was not able to
award all of the phases a conditional commitment would be helpful. If there would be no local
support it would be difficult to get additional assistance. Renquist stated she would be
uncomfortable with this because they do not know who would apply next year. Elliott requested
that Mr. Burns discuss this issue with staff. Nasby stated that the Commission needs to discuss
the idea of forward funding as a policy before they could make such a recommendation.
Renquist asked about the services on-site. Welsh said that she is very excited about the project
because services will be provided on-site. There will be an on-site manager with a coordination
of services to allow for independent living.
9:24PM- MAYOR'S YOUTH EMPLOYMENT PROGRAM- Diane Hagarty requested a grant for
$11,000 for the use of providing transportation for employment related activities. She stated that
they currently have a 14-passenger van that was donated to them from the Variety Club. They
propose to pick youth up after school. She said statistics show that the hours from 4-7PM are
the highest for youth to commit crimes. This would serve a dual purpose of involving kids in
positive activities and decrease juvenile crime rates. She said the low rate of unemployment
makes for an overabundance of positions at the entry level and these make for the perfect
positions for youth. She said children who are 14 to 15 they can work until 7PM. With the
current transportation situation in Iowa City there is a gap in services. This would help low and
moderate income youth to gain employment. The organization's surveys have shown that this is
the barrier for youth in obtaining employment. She said there is support of employers in the
community. They do hope for the employers to subsidize the transportation in the future.
Elliott inquired about the plan for next year. She said she would look for the employers to
subsidize them next year.
Gadson asked if this service would be for MYEP clients only. Hagarty said they would advertise
with other human service agencies and schools. She did say that the bus would be used for
work or specific job training. Stewart inquired about the use of volunteers. Hagarty commented
that the work-site supervisors are paid through their employer. The supervisor is a mentor or job
coach while the supervisor is on his/her job. She did state that there are volunteers for job
training sessions as well.
9:37PM- OLD BRICK FOUNDATION- Chuck Coulter and Judy Gerlitz made their presentation
for the Old Brick Foundation. The Old Brick Foundation is a new entity created to provide
assurance to people in the community that funds donated to the restoration and rehabilitation of
Old Brick will be used for that purpose, as opposed to going into the ministry programs. He said
Old Brick started in the community in 1856 and is the second oldest public building in the
community. It is Iowa City Historic Landmark No. 10. In the 1970's Old Brick was the foundation
of the Iowa City historic preservation movement. The building was bought in 1987 with their role
being to provide housing for Episcopal and Lutheran Campus Ministry Programs. In 1998 there
were over seventy-five events in the building with approximately $15,000 people served in one
way or another. Coulter said it is getting harder to serve people and they need to make updates.
Housing and Community Development Commission Minutes
February 17, 2000
Page 8
The greatest problem is that the building is not accessible for persons with disabilities. With 3%
of the population having disabilities it means that 450 people were not able to use the building.
He said that they are asking for 50% of the elevator funding from CDBG given the $20,000 that
had been allocated last year. Gerlitz. presented a petition signed by 529 individuals. She read
the petition as follows: We, the undersigned are concerned about access to the Old Brick
Church and Community Center. We are either persons with disabilities or for other reasons
need elevator access to attend events in the auditorium on the second floor of Old Brick or we
work with such people. Many more people would use Old Brick if it had an elevator to make it
more accessible. Therefore, we whole-heartedly endorse and support Old Brick's application for
Community Development Block Grant funds to install an elevator in Old Brick and make it
accessible to the entire community.
Stewart clarified that the $20,000 allocated last year would be used towards the elevator.
Coulter said that Kevin Monson has indicated that the current estimate is $190,000 to install the
elevator and move the electrical services to make it functional.
Elliott stated that he would be torn on this because the Commission will be providing funding for
the provision of foods, housing, furniture, etc. and he was unclear of the mission of Old Brick.
Coulter clarified that Old Brick provides housing for campus ministry programs. It also is a
historic landmark in Iowa City and it commits to being a gathering place for a wide variety of
social, religious, political and artistic events in the community. In the west wing the tenants are
human service businesses of one form or another that rent the space below fair market value so
they may provide their services.
Review of applications closed.
OLD BUSINESS
None
NEW BUSINESS
Elliott verified that the preliminary rankings are due February 23, 2000. The Commission will
meet on February 24th to discuss the rankings and then a final ranking will be determined by
Commission members.
Moraski asked about the Commission's policy regarding the questioning of applicants. Nasby
said that questioning is reserved for staff and Commission members only.
It was decided that basic issues would be discussed at the next meeting.
ADJOURNMENT
Stewart moved to adjourn the meeting with Schmuch seconding the motion. The meeting
adjourned at 10:05 PM.
Minutes submitted by Le Ann Dunne-Tyson.
ppdcdbg/min/hcdc2-17-O0.doc
MINUTES .
HOUSING AND COMMUNITY DEVELOPMENT COMMISSION
THURSDAY, FEBRUARY 24, 2000
SENIOR CENTER, LOWER LEVEL CLASSROOM M~F? 0 g >"rinp,
MEMBERS PRESENT: Dan Coleman, Lucia-Mia Page, Jayne Moraski, Kathleen
Renquist, Bob Elliott, Gretchen Schmuch, Rick House, Bill Stewart
MEMBERS ABSENT: Denira Gadson
STAFF PRESENT: Steve Long, Steve Nasby, Linda Severson, Angela Williams
OTHERS PRESENT: Clarence Haverkamp, Jay Honohan, Linda Kopping, Robert
Burns, Gary Smith, Jane Thomas, Danielle Thompson
CALL TO ORDER
Chairperson Moraski called the meeting to order at 6:40 P.M.
APPROVAL OF MINUTES
Consideration of minutes from February 16 & 17 were deferred until the March 9 meeting.
PUBLIC/MEMBER DISCUSSION OF ITEMS NOT ON THE AGENDA
None
DISCUSSION OF FY01 CDBG/HOME APPLICATIONS AND PRELIMINARY RANKINGS
Nasby began by describing the information that had been included in the packets and the
information provided at this meeting concerning the funding applications. He asked the
Commission if they wanted additional information submitted by one of the applicants concerning
leveraging. A consensus of the Commission was not accept the additional information.
It was decided that the discussion on the applications would occur from the lower ranking to the
higher ranking as given by the commission members.
CITY OF IOWA CITY- CABLE TV OFFICE ACCESSIBILITY
Page explained her higher ranking, as compared to the other members rankings by saying that
she attempted to give it some merit. Elliott commented that he was rather put off that a new
structure put up by the City of Iowa City would be coming to the commission to ask for funds to
make something accessible for persons with disabilities. Moraski said that she understood the
building itself is accessible, but the soundproof studio room has very heavy doors. Nasby noted
that the office meets ADA standards and the studio handle is accessible, but the weight of the
door precludes someone who may not have the strength to open it.
SENIOR CENTER- PEDESTRIAN BRIDGE
Stewart began by saying that he looked at last year's ranking. He commented that he would like
to see some diversity in some of the projects that the commission funds. Page said that she
ranked this project "high" because of the target population, the fact that it was a loan and the
presentation. Elliott noted that his initial reaction was much higher, but he ranked it lower
because he was looking at feeding and housing people when ranking this project against the
other projects.
Renquist said she ranked it lower based on the guidelines. Coleman and Moraski agreed.
Moraski went on to say her concern was that the City of Iowa City was already providing funds
to this project.
NEIGHBORHOOD CENTERS- SE QUADRANT PLANNING
Elliott began by commenting that he felt it had one of the higher priorities because of the
problems eminent in the area. He said his only concern was that perhaps it would be funding a
band-aid for something that needs major surgery. Moraski commented that her concern was
that this sort of planning has been discussed for downtown and other areas of town. She
thought the downtown study was funded through the general fund. Nasby noted that this is more
of an economic development plan and the others are land use plans. Elliott commented that
when the presentation was made it was pointed out that some people had financial benefits to
be gained from this project. He believes the city needs to be involved in this project and
addressed by the City Council. Coleman agreed.
Housing and Community Development Commission Minutes
February 24, 2000 ,
Page 2
FAMILY SERVICES- CONSUMER COUNSELING
Elliott commented that this is one of the few funding applications that would be pro-active to
attempt to head off people who may be heading for any one of the other services that are asking
for funding; therefore it could eliminate the need for any number of services in the future. He
ranked it "high" because of this reason. Stewart said that he would feel better about it if it did not
require a client fee; however Elliott said he did not necessarily agree.
Coleman said that one of the things that struck him was that there were not enough points
under the leveraging category. Schmuch explained her rating by coming up with budgeting
scenarios and came up with the use of these funds with the below thirty percent income. This
gave a rating by targeting that population with these funds. The clients served would have to be
documented as lower income individuals.
Moraski commented that the average leveraging for the funds received from other sources as
compared to the city funds available on projects was under one dollar and on this request it was
over the dollar.
Coleman said that he had a problem with the unspecified amount for the fees that would be
charged.
OLD BRICK FOUNDATION- ACCESSIBILITY
Elliott confirmed that there is not an accessibility problem with church affiliations. Renquist
spoke about her high ranking of this project as there is a problem with this building. Elliott
commented that he did not see anything that indicated that it served a wide variety of economic
ranges and he did not see any great necessity to access the building. Page said that she
thought there could be additional people served that currently are turned away. Coleman agreed
and noted the Agape Caf6. Stewart noted that he had a concern with the timing of the project
from FY00 not being completed. Page and Stewart concurred on the amount of money that the
project was requesting from the City and no apparent movement on the project.
EXTEND THE DREAM FOUNDATION- ARCHITECTURAL STUDY
Elliott noted that he felt that this was, overall, a worthwhile project that involves some economic
development and assists people with disabilities. Moraski inquired about how a distinction could
be made between the two projects. Elliott clarified that this project would be strictly for people
with disabilities. Moraski commented that she did not think that one could not get into the
building. Severson noted that she was under the impression that the first floor would be used
and there is a sidewalk available. Elliott said that he hated to spend money on studies and
Coleman agreed. He went on to say that this is the step that he feels the applicant should
provide and then come back to the commission to ask for funds. Elliott commented that it is
difficult to raise funds for a study and it is much more possible to raise funds for a worthwhile
building fund.
ISED- MICRO-ENTERPRISE TRAINING
Moraski began by saying that she would like to see this project do the daycare training onl.y;
however the applicant said that it could not be done. It would be a source of economIc
development in her mind. She worked out a budget and was interested in giving the project $5K
for the daycare portion only.
HANNAH'S BLESSING- DAYCARE
Schmuch began by commenting the reason that she really liked this project was that it
addressed the need for daycare that was repeatedly heard at the CITY STEPS meetings. Last
year the request was made by the commission for the applicant to address a site, parking and
other items. The applicant has now come back with these items provided. They have put a lot of
effort into this application. Stewart said that he agreed with everything Schmuch noted; however
he had real concerns about the level of funding. He had concern about ownership in the building
and did not see it as workable. Page concurred. Thompson spoke and said that she had spoken
with attorneys regarding the ownership issue and confirmed that the ownership could be in the
daycare's name. Stewart went on to say that he had concerns with the level of debt service on
the project. He said there would have to be strong financial skills along with the strong work
ethic to make this project work.
Housing and Community Development Commission Minutes
February 24, 2000
Page 3
Moraski clarified that the $185K for the portion of the building would be needed for the
purchase, House explained that the space is owned within the structure and in this case one-
third divided interest on the property. He said he thought there needed to be shared additional
line items concerning the property maintenance and how the expenses are shared. He went on
to say that overall he liked the project. He questioned whether he was being a little too hard on
this project simply because he has not seen any numbers on any other similar projects.
Elliott inquired if it would be appropriate to ask for financial projections as it appears that
philosophically it would sweep the commission, but there were some very important
reservations regarding viability. Nasby noted the budget was proposed and the letter from the
bank that was presented was intended to state that the church had the capacity to carry the
other two-thirds of the project at least through the purchase. Coleman pointed out that if the
church can not buy their two-thirds of the building the project would be dead. Stewart asked
House to compare the letter from the bank on this project and the letter from Burns on another
project. He said in no way do the two compare. House clarified that he was not basing his
decision on whether or not the church can handle their part of it because it should be a viable
project for resale if the church did not make it. He went on to say that he was looking at this
project in terms of the expenses involved in starting up.
Stewart pointed out that the letter pointed out that the bank had limited opportunity to provide
limited amounts of credit to the church and nothing was said about credit being provided to the
daycare. He said he would have taken that more seriously.
Stewart inquired about the budget item of salaries/other funds in the amount of $104,400. He
asked about how much of that would be firm. The applicant stated $10,000 was obtained at this
time with the remainder coming from the fees being charged to the parents.
FREE MEDICAL CLINIC- NURSE CASE MANAGEMENT
Schmuch said that if there was greater leveraging her points would go up. Moraski noted that
this was a project that she viewed as a prevention program. Elliott commented that the applicant
said that it would be unique for their situation and he inquired if it would be something that would
increase in the future. The applicant confirmed the continual increase in chronic cases like this.
She noted the only other chronic conditions that they have clients for are asthma and some
women who need estrogen therapy. She also added the nurse case management position
would be supplemented by each client seeing the nurse and physician which are two paid
positions. They would also see the lab technician, pharmacist or ophthalmologist which are
volunteer positions.
HILLCREST FAMILY SERVICES- FACILITY REFIAB
Renquist inquired about the outcome measurements on the ranking sheet. Moraski said she
based it on the applicant's discussion of how it would be used.
CITY OF IOWA CITY- HOUSING REHAB PROGRAM
Coleman commented that he realized that he gave the leveraging too high of a score.
Renquist and Stewart noted that they would be re-evaluating its scoring based on the new
information received regarding the commitment of prior year's funds.
Elliott inquired what the city does when a home is repaired that badly needs repairs, but the
home is really to be fixed up for an absentee owner who is making money off the home. Moraski
explained when it is done for a renter the only work that is being done is for accessibility; so
there is nothing that boosts the value of the home. Nasby further explained that when the tenant
leaves a location often times the item (e.g., ramp) installed is removed.
DVIP- SAFETY EQUIPMENT
It was agreed that this is a project that needs to be funded.
MYEP- AFTER SCHOOL EMPLOYMENT PROGRAM
Page and Renquist commented on their high scores and felt it was a good program to keep kids
busy after school. Coleman questioned their documentation for other funding. Renquist noted
that this population of students have a very difficult time getting to jobs. Moraski said that she
feels that it is less clear that it is a preventative program, but that it truly is preventative.
Housing and Community Development Commission Minutes
February 24, 2000
Page 4
Severson noted that research has proven that the after school and evening hours are
traditionally when juvenile crime occurs because of lack of supervision.
HACAP- TRANSITIONAL HOUSING ACQUISITION
Schmuch commented that it is the only project submitted by a Community Housing
Development Organization(CHDO). Nasby said that at least $96,450 must go to them by HOME
regulations.
Moraski commented that she is not happy with their current plan to concentrate all of their new
units on buying on the south side of town. She said she is against it philosophically. This is why
she gave it a low score and would be in favor of it if they would scatter the purchases. Nasby
suggested that this be noted on the recommendation for funding.
Stewart said that the applicant did say that it was important to be close to the neighborhood
center. Moraski said that perhaps the purchases could be located near transportation routes
that would get a person to the support centers.
House said that he had a problem with basing a decision on location. He felt that projects have
to be ranked on merits and not rank based on the location.
Schmuch commented that scattering the projects then involves the support services availability.
Elliott noted that he had also questioned the concentration issue.
METROPLAINS- CONSTRUCTION RENTAL HOUSING
In response to Moraski, Nasby noted that the first plan was to build town homes, but now due to
zoning the project is for duplexes with forty-eight units.
Schmuch said that she gave higher scores for this project because it had family units. Moraski
noted that the HOME cost per unit would be $16,000. Nasby explained that points in tax credit
applications are given if mixed income housing is in place. This is something that has been
outlined in the Comprehensive Plan as well.
GOODWILL INDUSTRIES- TRANSIT/ACCESSIBILITY
Moraski said that she gave a low score to this project based on the CITY STEPS guidelines.
Elliott noted the subjectivity on the CITY STEPS points this year. Moraski commented that she
sees people cross the road in wheelchairs and has concerns for safety. The commission
members agreed that this is a necessary project.
ELDERLY SERVICES AGENCY- SMALL REPAIR PROGRAM
Coleman noted the leveraging of resources is limited on this project and there is no
documentation of efforts to secure other funding. Smith said that there is a completed
application on file for funds for the housing repair through the Elderly Waiver Program which is
funded through the State of Iowa, He explained that it is $1,000 per client lifetime award.
SUCCESSFUL LIVING-TRANSITIONAL HOUSING ACQUISITION
Stewart commented on his low score on leveraging of financial and human resources. Moraski
noted that she remembered the applicant stating that residents did do work on the property.
Renquist commented on the letter from the neighbors. She said that the home currently had
fourteen residents for Hillcrest. It still would be a home that would provide housing for
individuals requiring services. There is no change in the neighborhood. It would be support for
fewer people. Coleman inquired if the commission had any responsibilities to respond to the
letter; particularly in terms of the manner that the facility is characterized in the effect of the
neighborhood. It was decided to discuss this later in the meeting.
Nasby noted that $100,000 was set aside in a previous year for a SRO project. It was not
utilized because the deal fell through. This amount is included in current totals.
SUCCESSFUL LIVING- SRO REHABILITATION
Moraski noted that she gave both projects similar scores. She did think that if it came down to
funding constraints at least the building would be purchased.
Housing and Community Development Commission Minutes
February 24, 2000
Page 5
MECCA- CONSTRUCTION RENTAL HOUSING
Elliott confirmed that there would be twelve units each with two bedrooms. Moraski commented
that this would be a good way to utilize the equity in the land and alleviate some of the problems
of relocating someone. Elliott said he was pleased to find out that it will be an attractive facility
with services that is a positive addition to a troubled area.
The issue of partial funding was brought up. Nasby confirmed that the reduction of support
services would take place if a larger private mortgage was needed. Schmuch asked for a
clarification on a reduction of the award by the applicant. Nasby said he would.
IOWA CITY IHA II LP- CONSTRUCTION RENTAL HOUSING
IOWA CITY IHA III LP- CONSTRUCTION RENTAL HOUSING
IOWA CITY IHA IV LP- CONSTRUCTION RENTAL HOUSING
Coleman commented that these are good projects and have city approval for zoning.
Elliott said that he was interested in funding the project that was most necessary. He said that
he would not be interested in funding project IV. He also inquired if there would be a middle
ground for Project III. He made a request for additional information on conditional funding of
future CDBG funds.
DVIP- FURNITURE PROJECT
Renquist commented that she was happy to see other avenues pursued for funding.
SUCCESSFUL LIVING- TRANSITIONAL SUPPORT SERVICES
Elliott inquired about the total budget of $122,000 and $45,000 of that was salary. Moraski noted
that asking someone to work full-time for $18,000 was very low and this request was for
supportive services. Page commented that this has been a successful program. Renquist said
she actually knows two people who have gone through the program and there have been
remarkable changes in them.
OLD BUSINESS
None
NEW BUSINESS
Peninsula Presentation Update
Nasby noted the information regarding the public presentations.
NORTHSIDE PLANNING MEETING
Schmuch said that people were contacted and there was input from additional neighbors, many
of which discussed affordable housing issues. Staff felt the meeting went well.
LETTER FROM NEIGHBORHOOD
Severson said that she spoke with Karin Franklin, Director of Planning and Community
Development. They are going to use a city map and look at group living situations that are
located throughout the community. Elliott and Stewart suggested a letter to briefly thank the
individuals for their letter and leave it at that. Long said that there may be a newspaper article
concerning this issue.
ADJOURNMENT
Stewart moved to adjourn the meeting with Elliott seconding the motion. The meeting adjourned
at 9:10 PM.
Nasby noted that the next meeting date is March 9, 2000.
Minutes submitted by Le Ann Dunne-Tyson.
ppdcdbg/min/hcdc2-24-OO.doc
PREUMINAR Y
HOUSING AND COMMUNITY DEVELOPMENT COMMISSION
THURSDAY, MARCH 9, 2000 irtllNeet In Approval
SENIOR CENTER, LOWER LEVEL CLASSROOM
MEMBERS PRESENT: Dan Coleman, Lucia-Mai Page, Jayne Moraski, Kathleen
Renquist, Bob EIliott, Gretchen Schmuch, Rick House, Bill
Stewart, Denira Gadson
MEMBERS ABSENT: None
STAFF PRESENT: Steve Long, Steve Nasby, Linda Severson, Angela Williams
OTHERS PRESENT: Ron Berg, Theresa Kopatich, Christine Pegsley, RJ Hora, Jay
Honohan, Terri Miller Chait, Bob Burns, Carole Conner, John
Watson, Danielle Thompson
CALL TO ORDER
Chairperson Moraski called the meeting to order at 6:30 P.M.
PUBLIC/MEMBER DISCUSSION OF ITEMS NOT ON THE AGENDA
None
APPROVAL OF MINUTES FROM FEBRUARY 16, 2000 MEETING
Stewart moved to approve the minutes with a second from Coleman. The minutes were
approved on a 9-0 vote.
APPROVAL OF MINUTES FROM FEBRUARY 17, 2000 MEETING
Schmuch moved to approve the minutes with a second from Coleman. The minutes were
approved on a 9-0 vote.
APPROVAL OF MINUTES FROM FEBRUARY 24. 2000 MEETING
Schmuch asked for a change on page 5 at the bottom of the page. She said what she meant
was that the priorities would be straightened out. Schmuch moved to strike the statement.
Renquist seconded the motion. On page 2 with the discussion on the ISED Micro-Enterprise
Development proposal Moraski had a clarification. She said she meant that she would like to
see the project do the daycare training only. On page 3 under Hillcrest Family Services, Moraski
clarified Renquist's statement which meant that the outcome really meant the measurements on
the ranking sheet. Elliott moved to approve the minutes with the amendments. The minutes
were approved on a 9-0 vote.
DEVELOPMENT OF FY01 CDBG/HOME BUDGET RECOMMENDATION TO COUNCIL
In response to Ellliot's question Nasby spoke about the different funding scenarios that were
provided in the packets. Scenario number one shows the average allocations. When the ranking
sheets were turned in by the HCDC the levels of proposed funding was calculated using the
committee members' ranking. In scenario number two the projects were funded by a fixed
percentage based on their ranking. The funding requests were separated into thirds (high,
medium and low). High scores received eighty percent of their request, medium scores received
seventy percent and low projects received fifty percent of their request. In scenario number
three the applications were divided into Economic Development, Public Service, Public Facility
and Housing. Each one of the categories had an estimated amount that could be spent
Housing & Community Development Commission Minutes
March 9, 2000
Page 2
according to the five-year CITY STEPS Plan. The projects were taken in priority order (using
average scores) within the categories with funds being spent by category. The final scenario is a
straight allocation of funds based strictly on the rankings. The first nine projects are fully funded
with the tenth project getting a small portion of their request.
Renquist spoke about scenario four. She indicated that she would like to spread the funds out
more than this one allowed. Elliott concurred. Stewart said he felt number two would make no
one happy. Coleman stated he would like to use scenario three. Several members said they had
used a system similar to scenario number three when doing their rankings.
MOTION: Coleman motioned to not discuss applicants scoring sixty points or below.
Page seconded the motion with it passing on a 7-2 vote. Elliott and Stewart opposed.
Schmuch stated that Public Services is capped by the program regulations, so it is very easy to
see the Public Services in scenario three. She suggested to deal with it first and then move any
unused funds to the other categories.
MOTION: Schmuch moved to fund Successful Living Support Services for the full
amount of $'18,000 since it was the highest ranked project. Stewart seconded the motion.
The motioned carried on an 8-1 vote with Elliott opposing.
MOTION: Elliott motioned to fund the DVIP Furniture project in the full amount of $'13,725
with Page seconding the motion. The motion carried on a 9-0 vote.
MOTION: Coleman moved to fund the Free Medical Clinic in the amount of $2'1,275 with a
second by Stewart. The vote passed on a 7-2 vote with Renquist and Page opposed.
Schmuch stated that she really wanted to see the Mayor's Youth Employment Project and
Consumer Credit Counseling get funding since the Free Medical Clinic had stated they could
not get by on less than a part-time position. She said she would like to see them run on a part-
time basis for the first year to see if the project could really work.
Coleman said that he did not think it was wise to fully fund at the top and then get to the middle
and have to squeeze funds for projects. He said that the question of funding should not arise
when getting to lower rated projects. He pointed out that only three people out of the nine
allocated funds for the credit counseling project.
Moraski noted that Mayor's Youth would get no funding even though there was not a significant
difference in scoring between them and the Free Medical Clinic. The average score was less
than two points apart.
Renquist said that for her the problem with the Free Medical Clinic request is that the patient
population targeted is only about three percent of the total patient population. She said this
concerns her. Moraski noted that the application stated that 153 people would be served.
Coleman pointed out that the Free Medical Clinic person stated that they had plans for other
funding. Schmuch said that Free Medical and Successful Living are both prevention programs.
Coleman suggested taking $2,000-$3,000 from the two other projects previously voted on and
give the money to the Mayor's Youth project. Then the medical clinic would be funded at about
half of the request.
Elliott suggested partially funding the Goodwill project by cutting the painting of signs and
landscaping. This would bring the project amount to about $104,500. Moraski agreed with this
suggestion.
Housing & Community Development Commission Minutes
March 9, 2000
Page 3
MOTION: Coleman motioned to give full funding to Successful Living SRO Rehab,
Goodwill and DVIP security. Seconded by Stewart. The motion failed on a 3-6 vote.
Those opposed were Schmuch, Page, Elliott, Gadson, House and Renquist.
Kopatich was asked if Successful Living could do the project for less than the $200,000 on the
housing acquisition request. She said the house only has the capacity for eight people. It would
be very difficult to carry a loan payment on it. The request, in her opinion, was very necessary to
purchase the home.
MOTION: Stewart motioned to fund Successful living Transitional Housing Acquisition in
the amount of $200,000; with a second by Schmuch. The motion carried on a 9-0 vote.
MOTION: Coleman moved to fund Iowa City IHA II in the amount of $275,000 with second
by Stewart. The motioned carried on a 5-4 vote. Those opposed were House, Schmuch,
Gadson and Renquist.
Coleman pointed out that there were five housing projects which stated they could not proceed
with partial funding. Since this one was rated high he felt that the Commission should move
ahead with the project approval.
Schmuch commented that she would like to see the funds go towards housing that would
accommodate families as opposed to single individuals. Schmuch said she did not think the tax
credit program should make this a priority. Moraski noted that elderly housing was lowered from
a high to medium priority in CITY STEPS.
The next project discussed was MECCA Transitional Housing. Coleman noted that there are
three transitional housing applications with Successful Living being fully funded and HACAP,
which HCDC is required to fund. Even though MECCA is higher ranked, it is a large request.
sum. The project application did not indicate if they could accept partial funds. It seemed too
much to him for the project.
MOTION: The motion was made to not fund Iowa City IHA III by Elliott with a second by
Schmuch. The motion carried on a 7-2 vote with Coleman and Stewart opposed.
MOTION: The motion was made to not fund Iowa City IHA IV by Coleman with a second
by Schmuch. The motion carried on a 9-0 vote.
Coleman inquired as to why Commission members were opposed to funding Phase III. Elliott
stated that projects were divided up to give partial funds where it appeared they would be
beneficial. Moraski stated that her position was that when an applicant comes in asking for over
$500,000 it is difficult to consider. She views it as the amount going to one person and the
amount of dollars available is an issue.
MOTION: Elliott moved to not fund the SRO Rehab with a second by Stewart. The motion
was approved on 5-4 vote, with Page, Coleman, House and Schmuch opposed.
Elliott commented that these decisions are not easy and Stewart concurred. Coleman noted that
this project was the highest ranked public facilities proposal and it is significantly higher than the
next closest public facility project. In other categories Commission members had argued that the
top ranking project should get full scoring. Coleman said he was concerned with this.
Renquist felt Elliott's idea had merit. Keeping this in mind Renquist felt quite a bit had been
done for Successful Living. Elliott said he felt purchasing the home was the most important and
perhaps appliances could be obtained from some other source.
Housing & Community Development Commission Minutes
March 9, 2000
Page 4
MOTION: Schmuch moved to fund Elderly Services for $25,000. Elliott seconded the
motion with it passing on a 9-0 vote.
Schmuch commented that she chose the reduced amount as they always make an application
for funding; however she did note that it is a worthy program. This amount is what was funded
last year. Elliott agreed with this since it is a project that can function with partial funding.
MOTION: Elliott moved to fund Goodwill Industries for $104,500 with a second from
Stewart. The motion passed on an 8-1 vote. Moraski voting no.
Moraski stated that the property purchase amount was $23,500. Gadson commented that she
came up with her figure of $90,000 by deducting some of the landscaping and painting
expenses. She said she felt that the program needed the larger expenses. EIliott said that he
thinks that the intersection is a tragedy waiting to happen.
MOTION: Motion was made by Elliott to fund Hannah's Blessing at $236,300 with a
second by Schmuch. The motion was revised to a $200,000 loan. The motion passed on a
6-2 vote with Coleman and Stewart opposed. Gadson abstained.
Elliott noted that he cut nearly $19,000 from rehab and start-up funds. Coleman commented that
he gave them two-thirds of their request; which is close to the average allocation. This also
takes into account the fact that they have no other funding sources. He also felt that it would be
a large act of faith on the part of the Commission to grant funding. Coleman supported
$170,000.
Elliott commented if significant reduced funding is the issue due to lack of experience it would
further hamper the project. This emphasizes the negative in his opinion.
Gadson abstained from voting on this project as she belongs to the church. She went on to say
that the request is a loan amount. She felt the Commission should consider this fact. In her
opinion they are not looking for a hand out; rather a hand up.
Moraski said she was more in line with Coleman's thinking. The purchase price for the facility
was $185,000. She felt less than $200,000 would be adequate.
Stewart felt that by giving the program the purchase amount for one-third of the building this
could be a complicated matter. Elliott felt that the City legal department could handle the division
of the building issue. Stewart concurred to defer to the legal staff.
Coleman said that he was thinking about programs in terms of categories. He felt that this
funding level was more than he could compromise for this project.
Renquist said she really wanted to see the project work and Schmuch concurred. Elliott then
said with $200,000 being a loan he does have concerns, but he would like to see the project
succeed. He did not think any more funding could be given to the project.
MOTION: Page moved to fund DVIP Safety Equipment project in the amount of $6,427
with a second by Elliott. The vote carried on a 9-0 vote.
MOTION: Stewart motioned to fund Hillcrest in the amount of $8,000 with a second by
Coleman. The motion carried on a 9-0 vote.
MOTION: Coleman moved to fund ISED in the amount of $10,000 with a second by Elliott.
The motioned carried on a 7-2 vote with Schmuch and Stewart opposing the motion.
Housing & Community Development Commission Minutes
March 9, 2000
Page 5
Gadson stated that she wanted to be consistent with the earlier argument that this is the top
funded project in the category. She felt that $25,000 was an appropriate amount since it was the
only program under economic development on the table.
Schmuch commented that she used to feel that way. Now she does not necessarily feel that
way. If the program does not meet the guidelines, the Commission should not be required to
fund it. Nasby pointed out that this applicant indicated that they could not use partial funding for
just daycare. The applicant then stated if city staff would be willing to work with their staff to
determine the hard costs necessary to do a good job the funds would be acceptable. Coleman
clarified that the motion implicitly stated that the $10,000 was for daycare.
Stewart then said he keeps going back to the rating for Successful Living SRO Rehab rated at
78.2 that will not be funded and Elderly Services rated at 76.3 that was partially funded;
however, the Commission is considering funding for this project that is at 65.6. It seems the
rationale is not consistent.
Elliott then said he looks at the ratings as a guide and they do not dictate the level of funding.
Stewad said the price to fund this project is to not fully fund Elderly Services Agency and not
fund Successful Living SRO Rehab at all.
Coleman stated he disagreed with this because if you look at his scenario he fully funded
Elderly Services Agency, SRO Rehab and gave $10,000 to this project. He said it is not a
objective fact, but it may fall out that way.
MOTION: Stewart motioned to not fund Extend the Dream with a second by Coleman. The
motion carried on a 5-4 vote. Moraski, Gadson, Elliott and Schmuch opposed.
Elliott stated that he would have funded it at half in the amount of $12,750 for architectural
drawings. He felt this was going more to a group attempting to put in a mall area as opposed to
economic development.
MOTION: Coleman moved to fund Old Brick at $35,000. The motioned failed for a lack of a
second.
MOTION: Elliott moved to not fund Old Brick with a second by Stewart. The motion
carried on a 7-2 vote with Gadson and Coleman opposing.
Elliott commented that he looked at this project both last year and this year more as historic
preservation than anything else. He stated he is more for housing people who have no houses,
feeding people who are hungry and providing furniture to people who can not afford it rather
than historic preservation. Renquist disagreed that it was historic preservation. Renquist went
on to say that she really believes that it is an accessibility need as it is difficult to get to the
upper level. Elliott said to be fair this applicant needed to have more than $20,000. Page
commented that she was disheartened that additional funds were not leveraged to move the
project along.
Coleman stated that he worked up a scenario to fully fund MetroPlains at $238,000, HACAP at
$142,000 and to give $228,000 to Iowa City Housing Rehab. He said he did not see how a
sufficient funding levels could be given to MECCA and still do justice to the other projects.
Schmuch said that giving MECCA all or nothing is the question.
Housing & Community Development Commission Minutes
March 9, 2000
Page 6
Elliott stated he was concerned about not giving MECCA any funding and Renquist concurred.
Moraski said that to her there has been a question of immediacy in the projects receiving
funding. She asked the applicant what was the immediacy in the funding of the project.
Berg stated that in terms of clients the request is very immediate. There are many people who
need housing with assistance. The clients that would be served are those nobody else wants to
deal with because of the problems they have like drug addiction. MECCA does own the land for
the proposed project. He did not believe waiting a year would make a significant difference with
regard to their request for funds.
Page asked how much less the project could take. Berg indicated that although things would be
tighter the project could go on about $325,000. Staff would be an area where cuts would be
made.
Elliott stated that he would not want to fund something that would be hamstrung. He said there
would be no need to fund a project if they could not have an adequate staff to deal with the
people. Berg said in the request an increase in staffing was made to a person of half to three
quarter time to deal with maintenance and client needs. At $320,000 this position would be
eliminated and would be absorbed by current staff.
Renquist noted that she liked the proposal because people coming off of treatment who are
thrown into society without some assistance before they really go out tend to fall back into their
old patterns. She said she felt this transitional housing would be helpful.
Coleman brought up the leveraging issue. In MECCA the leverage was approximately $500,000
based on what the Commission would fund. Renquist pointed out that MetroPlains is a for profit
organization. Elliott stated that there is a great need for affordable housing in Iowa City. There is
affordable housing available, but the need is there for the ability and capacity to deal with
people who have substance abuse issues. He felt MECCA was one of the leaders in this area.
Renquist noted that families in need are an issue in this project. She went on to say that
MetroPlains business is to build houses and not necessarily for low income people; however
MECCA's business to take care of drug rehabilitation and help people become more productive
members of society.
MOTION: Stewart motioned to fund MECCA $325,000 with a second by Page. The
motioned carried on an 8-I vote with Coleman being opposed.
MOTION: Schmuch motioned to fund HACAP $96,450 with a second by Coleman. The
motion carried on a 9-0 vote,
MOTION: Renquist moved to fund City of Iowa City Housing Rehab program in the
amount of $186,623 with a second by Coleman. The motion carried on a 9-0.
MOTION: Elliott motioned to not fund MetroPlains with a second by Stewart. The
motioned carried on a 9-0 vote.
The issue of not funding MetroPlains when it was ranked eleventh was discussed. Schmuch
said she felt it needed to be justified to City Council. Elliott said he felt that when it came down
to money he decided that support for substance abuse was a more preeminent need at this
point than additional affordable housing. Moraski commented that the one thing that swayed her
was that she felt that type of housing would go in anyway as it was zoned for duplex-family
housing. The Commission found out that the people who qualified for the Swenson project were
making the same amount of money as the people who lived next door in a completely free
market project. Her justification was tl'iat it is going to be moderate type housing that will be
Housing & Community Development Commission Minutes
March 9, 2000
Page 7
affordable to people making about the median income just by the housing existing there with the
zoning and duplex lots that are already platted.
Stewart also pointed out that the only three projects funded was the mandatory $96,450 for
HACAP and the $21,000 for the Free Medical Clinic, Hannah's Blessing at $200,000 and ISED
for $10,000.
Moraski suggested that the housing projects funded with tax credits be contingent upon the
projects actually receiving their tax credit dollars in the next round. The Commission members
agreed with this contingency stipulation.
OLD BUSINESS
Peninsula Proiect Update- Schmuch commented that references were still being checked. She
said it was the hope to have this together for the March 20th council meeting. Nasby noted that
once the developer was selected a development agreement would be outlined, so in terms of
affordable housing on the peninsula the Commission members were asked to submit any ideas
they might have in regard to the development plans. Moraski asked for more education from the
staff in regard to what other communities have done when there are new areas being
developed.
NEW BUSINESS
FY01 Allocation Schedule- Nasby told Commission members that he would like to have the
justification memo from the subcommittee by March 28. There is a work session with the council
scheduled for April 17th. He noted that Council may request a meeting earlier if necessary.
with the Council work session. The formal public hearing at City Council is April
2nd there will be a resolution for the approval of the FY01 Annual Action Plan. Schmuch
confirmed that if Council requested changes they could be made on the evening of the April
17th. Moraski, Schmuch and Renquist agreed to be on the justification sub-committee.
Discussion of National Community Development Week Celebration- It was agreed to have the
celebration in July or early August.
Coleman announced that he will not be able to continue to serve on the Commission next year
and he will resign as of the May meeting.
Nasby also presented a letter to the Commission members that was signed by a couple of north
side neighbors withdrawing their names from the previous letter presented to the Commission
members opposing the Successful Living project on Church Street.
Nasby also noted that Marcia Klingaman had set an informational meeting for the North Side
Neighborhood. If possible, staff would like HCDC representation at this March 23rd meeting.
ADJOURNMENT
Stewart moved to adjourn the meeting with Schmuch seconding the motion. The meeting
adjourned at 9:22 PM.
Minutes submitted by Le Ann Dunne-Tyson.
ppdcdbg/min/hcdc3-9-00.doc
FYO1 Annual Action Plan Budget Recommendations
...
Economic Development
ISED- Micro-enterprise Training $ 30,000.00 $ 10,000.00
Public Facilities
City of Iowa City - Cable TV Office & Facilities Accessibility $ 8,000.00 $
DVIP - 5afety Equipment $ 6,427.00 $ 6,427.00
Extend the Dream Foundation - Small Enterprise Devt Project $ 24,400.00 $
Goodwill Industries - Transit/Accessibility Project $ 111,500.00 $ 104,500.00
Hannah's Blessing Day Care Center - Daycare Expansion $ 255,000.00 $ 200,000.00
Iowa City/Johnson County Senior Center -Pedestrian Bridge $ 120,000.00 $ -
Old Brick Foundation - Old Brick Accessibility Project $ 100,000.00 $ -
Successful Living - SRO Rehabilitation $ 9,600.00 $ -
Public Services
DV:iP - Furniture Project $ 13,725.00 $ 13,725.00
Family Services - Consumer Credit Counseling Service $ 10,000.00 $ -
Iowa City Free Medical Clinic - Nurse Case Management $ 39,500.00 $ 21,275.00
IviYEP - After-school Employment Transportation $ 11,000.00 $ -
Successful Living - Transitional Housing Support Services $ 18,000.00 $ 18,000.00
Aid to Agencies $ 105,000.00 $ 105,000.00
Housing
City of :~owa City - Housing Rehabilitation Program $ 300,000.00 $ 186,623.00
Elderly Services Agency - Small Repair Program $ 30,000.00 $ 25,000.00
Hawkeye Area Community Action Program - Acquisition $ 320,000.00 $ 96,450.00
Hillcrest Family Services - Rehabilitation $ 8,000.00 $ 8,000.00
Iowa City IHA II LP - New Construction Rental Housing $ 275,000.00 $ 275,000.00
Iowa City IHA III LP - New Construction Rental Housing $ 275,000.00 $
Iowa City [HA IV LP - New Construction Rental Housing $ 275,000.00 $
P4DI LP #65/MetroPlains Development - Affordable Housing $ 238,025.00 $
MECCA- New Construction Transitional Housing $ 390,000.00 $ 325,000.00
Successful Living - Transitional Housing Acquisition $ 200,000.00 $ 200,000.00
Planning
City of Iowa City - Montgomery Butler Site Strategic Planning $ :~0,000.00 Application Withdrawn
Neighborhood Centers - SE Quadrant Evaluation/Planning $ 19,810.00
Program Administration
CDBG and HOME Program Administration $ 234,000.00 $ 234,000.00
Contingency Funds $ 61,000.00 $ 61,000.00
: ....:.' .:. .'. ,..$.,;.,i::..:s.89o. ooo;0o ....
3/29/00 ~110
PART III
PROJECTS RECOMMENDED FOR FY01
CDBG AND HOME FUNDING
HCDC (3/9/00)
Request Recommendation Page
ECONOMIC DEVELOPMENT PROJECTS (Est. Set-aside $95,000)
Micro-enterprise Training: Institute for Social & Economic Dev. $ 30,000 $ 10,000 p. 61
Subtotal $ 30,000 $ 10,000
PUBLIC FACILITIES PROJECTS (Est. Set-aside $360,000)
Facility Rehabilitation: Domestic Violence Intervention Program $ 6,427 $ 6,427 p. 70
Facility Accessibility: Goodwill Industries $111,500 $104,500 p. 75
Facility Acquisition: Hannah's Blessing Day Care $255,000 $ 200,000 p. 86
Subtotal $372,927 $31 O, 92 7
PUBLIC SERVICE PROJECTS (FY01 Statutory Cap $158,000)
Transitional Housing Support Services: Successful Living $ 18,000 $ 18,000 p. 93
Furniture Project: Domestic Violence Intervention Program $ 13,725 $ 13,725 p. 100
Nurse Case Management: Free Medical Clinic $ 39,500 $ 21,275 p. 106
Aid to Agencies $105,000 $105,000
Subtotal $176, 225 $158, 0 O0
HOUSING PROJECTS (Est. Set-aside $982,000)
Affordable Rental Units: Iowa City IHA Senior Housing Phase II $275,000 $275,000 p. 117
Housing Rehabilitation: City of Iowa City $300,000 $186,623 p. 135
Transitional Housing: Hawkeye Area Community Action Program $320,000 $ 96,450 p. 143
Rehabilitation: Hillcrest Family Services $ 8,000 $ 8,000 p. 160
SRO Acquisition: Successful Living, Inc. $200,000 $200,000 p. 168
Transitional Housing: Mid-Eastern Council on Chemical Abuse $390,000 $325,000 p. 181
Small Repair Program: Elderly Services Agency $ 30,000 $ 25,000 p. 197
Subtotal $1,523,000 $1,116,073
ADMINISTRATION
HOME Program Administration $ 64,200 $ 64,200
CDBG Program Administration and Planning $169,800 $169,800
Subtotal $234,000 $234,000
CONTINGENCY
Unprogrammed Funds $ 61,000 $ 61,000
TOTAL $2,397,152 $1,890,000
SOURCES OF FUNDS
FY01 CDBG Entitlement $938,000
FY01 CDBG Estimated Program Income $ 30,000
Unexpended Funds (from contingency and projects) $190,000
Unbudgeted CDBG Program Income $ 90,000
FY01 HOME Allocation $642,000
TOTAL $1,890,000
CITY OF IOWA CITY / daft/
FY00 COMMUNITY DEVELOPMENT BLOCK 8 2000 12 99:
FUNDING REQUEST FOR NON-HOUSING PROJECTS:
1. Name of Project: 2a. Amount of CDBG Funds Requested $ 30,000
Iowa City b. Loan $ Grant $ 30,000
c. Type of Loan: (check applicable line) Amount
Microenterprise Development Principal and interest (amortized loan)
Training and Technical Assistance Principal and no interest (amortized loan)
Program Principal and a balloon payment
Conditional Occupancy Loan (future repayment)
Declining Balance Lien (forgiven over time)
3. Name and Address of Applicant/Organization 4. Contact Person: Jason Friedman, Vice President
The Institute for Social and Economic Development (ISED) Phone Number: 3 19/338-2331
1901 Broadway, Suite 3 13 Fax Number: (319) 338-5824
low a City, IA 52240 Email Address: j friedman @ i s ed. org
5. Location of Proposed Project: 6. Check CITY STEPS Objective(s) met:
__ Affordable Housing Needs
Homeless Needs
Iowa City, Iowa ..
__ Public Facility Needs
__ Public Service Needs
X Economic Development Needs
7. Brief summary of the proposed project:
Over the past twelve years, the Institute for Social and Economic Development (ISED) has developed into one of
the leading microenterprise development agencies in the U.S., with a specific focus on poverty alleviation. In
February of 1999, ISED was awarded a Presidential Award for Excellence in Microenterprise Development for
Program Delivery in the area of Poverty Alleviation. This honor reflects the hard work of more than 1,250 Iowans
who have successfully completed BED training and started, expanded, or strengthened small businesses throughout
Iowa.
In this application, Institute for Social and Economic Development (ISED) proposes to operate a three-pronged
approach to providing direct services for low- to moderate-income persons. This approach, which will serve 35-50
individuals, will include:
1. Microenterprise Training and Technical Assistance. ISED will offer two fonnal, 13-week business training
classes and on-going business counseling and individualized assistance to aspiring entrepreneurs and existing
business owners to assist them in starting, expanding, and/or strengthening local businesses. Through this
training/technical assistance, we anticipate assisting 5-7 businesses to start/expand/strengthen.
2. Job Placement Assistance. ISED will provide post-training assistance to graduates of the microenterprise
training program who do not elect to start/expand businesses to assist them in accessing employment. ISED
works closely with Iowa Workforce Development (see attached letter of commitment) on this component and
will continue to provide this assistance to improve the economic independence of all program participants
seeking further assistance. Through this assistance, we anticipate helping 7-10 program graduates to find
employment.
3. Day Care Business Training and Assistance. Daycare is one of the barriers identified by the City of Iowa City
through its 1999 community needs assessment. Low-income families are having difficulty finding adequate,
reasonably-priced daycare in Iowa City which is necessary for them to obtain and sustain long-term gainful
employment. To address this issue, ISED will host a specialized 6-week entrepreneurial training program for
individuals interested in starting in-home daycare or existing providers interested in expanding services.
Through this component, we anticipate assisting 2 day care business to start, expand, or be strengthened.
Under the CDBG program, ISED has served Iowa City residents since 1994. During this time, we assisted clients
to: start or expand 31 businesses; access nearly $230,000 in financing; and create 15 new jobs (not including the
business owners). A list of assisted businesses in Iowa City is attached.
8. Why is this project needed? How does the project address the priorities, strategies and goals of CITY STEPS (Please specify the
one most applicable priority need and priority need level, as shown on pages 98-99 in CITY STEPS)
This project addresses several key needs within Iowa City:
(1) The Need for Business Development Assistance. Each year, thousands of Iowans--from many different income
levels--follow their dreams and open businesses. Unfortunately, without adequate planning, capital, and business
knowledge, these businesses often result in failure. Years of providing small business development assistance has
demonstrated the importance of technical assistance and business counseling in achieving business success.
However, the majority of small business assistance services are targeted only to clients who bring significant
business k~owledge and experience, and need only small amounts of assistance.
(2) The Need for Employment Linkages for Low-lncome Individuals. There exist within the community a number of
job placement and training resources. However, individuals who are outside of the "system" (including low-income
families not receiving public assistance) often lack knowledge about the resources available to them. Thus, if they
leave our training program without starting a business, they are unlikely to access these resources to help themselves
obtain necessary self-sufficiency wage employment.
(3) The Need for Day Care in Iowa City. As identified by the City in the 1999 community needs assessment, there is a
shortage of adequate, reasonably-priced daycare in Iowa City. This creates a barrier for low-income families
seeking to sustain long-term employment. Further, many daycare providers are in need of assistance to improve the
management of their business and the overall quality of child care provided.
1SED's project addresses the following priorities/goals of lowa City's CITY STEPS (April ! 995): 1. "Micro-Business" is a high priority in the Economic Development Priorities.
2. Under the "Employment Support Services" one of the short-term objectives is to "continue to support agencies
that provide microenterprise/entrepreneurial development."
3. Under "Economic Development Needs" it states that the "emphasis in HUD programs is to help families move
toward self-sufficiency."
Priority Need: Economic Development: Micro-Business and Technical Assistance Priority Need Level: High
9. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the
outcome data or key elements the project is working towards (e.g. units to be rehabilitated). Second, please discuss how these
outcome data will be met by the proposed project.
Project Goals/Proposed Outcomes:
· Participants in the Formal Training: 30-35~
· Individuals Receiving Technical Assistance: 152
· Businesses Assisted (started, expanded, or strengthened): 5-7
· Program participants who access employment linkages: 7-10
· Participants in the Day Care Training: 5
· Day Care Businesses Assisted (businesses started, expanded, or strengthened): 2
Over the past twelve years, ISED has been one of the most heavily-evaluated microenterprise programs in the U.S.
Through these evaluations, we have developed a sophisticated management information system which enables us to closely
assess our programs and to refine project implementation as necessary to ensure that we meet outcomes.
Further, the proposed outcomes were developed using historical data for operating our microenterprise program in Iowa
City and the surrounding communities; standard program outcomes in the field; and our experience working with low- and
moderate-income business owners and aspiring entrepreneurs. We are confident that we will be able to meet the proposed
goals.
~ISED will provide in-kind funding to the project in the amount of $6,250. With this funding, which is provided to ISED by the Iowa
Department of Human Services to serve welfare recipients, we will assist 5 participants.
2ISED makes individual technical assistance available to participants of the formal training program, as needed to refine business, financing,
and marketing plans. These clients are included in this goal.
10. List goal(s) of this project. In addition, please indicate the population to be served by the proposed project according to the following
income categories: (please see attached Income Guidelines for Iowa City)
Number between 0-30% median income 5 persons (through match funding)
Number between 31-50% median income 25-30 persons
Number between 51-80% median income 5-10 persons or households
Number between 81 - 100% median income 0-5 persons or households
Number over 100% median income 0 persons or households
TOTAL 35-50 persons
National Objective: This project will meet the national objectives of benefiting low- and moderate-income
individuals by working with low-income individuals to encourage small business growth and economic independence
through entrepreneurship.
Program Goals and Objectives: The overall goals of the program are to: (1) enable low- and moderate-income
residents of Iowa City to become economically independent through self-employment; (2) stimulate economic
development activities that create jobs and promote a healthy' economy; (3) to provide employer linkages and job
coaching to participants who do not elect to start businesses; (4) to assist day care providers (and aspiring providers) to
develop the business skills they need to operate financially-secure, quality daycare programs; and (5) to provide follow-
up assistance to former CDBG clients (current business owners) to enhance businesses survival and growth.
The measurable objectives:
· Participants in the Formal Training: 30-35
· Individuals Receiving Technical Assistance: 15
· Businesses Assisted (started, expanded, or strengthened): 5-7
· Program participants who access employment linkages: 7-10
· Participants in the Day Care Training: 5
· Day Care Businesses Assisted (businesses started, expanded, or strengthened): 2
11. Genera~Descripti~n~fActivities:Listmaj~ractivities~fthepr~ject(h~wd~theseactivitiesaddressy~urg~a~s~istedin#~~?)~
Project Implementation: a) Detailed information regarding elements and time schedule; b) steps taken to assure that this project is
financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project and related experience
with program and project implementation; d) amount of volunteer and agency staff time needed to carry out the project).
1. MAJOR ACTIVITIES OF THE PROJECT. ISED proposes to offer the following services:
· Microenterprise Training and Technical Assistance. BED will offer two formal, 13-week business training classes
and on-going business counseling and individualized assistance to aspiring entrepreneurs and existing business owners
to assist them in starting, expanding, and/or strengthening local businesses. The program components are summarized
below.
a. Orientation and Assessment. ISED provides an orientation which introduces clients to ISED and the program.
This session helps clients understand how the program works; present and discuss their business idea, and
understand the advantages, disadvantages, risks, and rewards of operating a business. The orientation is followed by
an assessment, during which the business trainer and client jointly determine the client's interest and ability to
undertake the program. At the conclusion of this process each client meets individually with the trainer to determine
whether microenterprise is viable for the client and whether it is an appropriate time in his or her life to take this
step. If it is appropriate, clients continue with the next components.
b. Business Plan Development. The bulk of the workshops consist of providing clients with basic business skills and
management knowledge, including preparing them to overcome current barriers and meet future challenges. In
addition, long-term business survivorship is emphasized by enhancing skills in financial management, marketing,
business problem-solving and decision-making.
This training focuses on preparing a business plan. Clients (with input and assistance from the trainer) will: research
the viability and profitability of their idea; conduct market research; develop a marketing plan; analyze pricing and
financial feasibility; develop a financial plan; develop a business structure; and identify financial needs.
c. Access to Business Financing. ISED works with a network of commercial, private, and government lenders to help
our participants acquire business financing. For clients unable to access financing---even through this network--we
have a loan guarantee fund, with which we guarantee up to 50% of commercial loans to a maximum of $10,000.
This approach to securing financing for low-income entrepreneurs maximizes our use of limited resources while
helping our clients build solid credit histories, which in turn will enable them to qualify for additional loans in the
future (for homeownership, business expansion, education, etc.).
d. Technical Assistance. In this program, we will provide two types of individual technical assistance:
· Business Counseling. We will offer individualized counseling to program participants and existing low-income
business owners in Iowa City to provide assistance to help these clients start, expand, or operate businesses
and/or acquire financing.
· Follow-up technical assistance. ISED will provide counseling as necessary to assist previous Iowa City CDBG
participants to address new business issues (i.e., tax- a. nd employment-related issues) and remain in business.
· Job Placement Assistance. Clients who complete ISED's formal training program acquire benefits that enhance their
employability (i.e., increased self-esteem, clarification of career goals, and skills in marketing, accounting, research, and
budgeting). However, not all clients choose to start a business immediately. Through our current Iowa City program,
we have worked closely with Iowa Workforce Development to increase the likelihood that these clients will find and
retain quality employment. In this project, we will continue to help clients access these job placement linkages to
become employed after graduating from our program.
· Day Care Business Training and Assistance. Over the past year, ISED published and nationally disseminated a
publication that analyzes the home-based child care industry? The findings in this publication indicate that day care
providers in Iowa can earn up to $18,000 per year--significantly more than most entry-level jobs (especially after
factoring in the cost of day care), with the added benefit of parents being able to stay home with their children. Further,
day care is an identified community need. We will offer a specialized 6-week entrepreneurial training program for
individuals interested in starting in-home daycare or existing providers interested in expanding services. This program
will use a condensed version of our formal microenterprise training program, which will be targeted to the needs of day
care providers. Further, will recruit speakers to participant in the sessions to discuss a variety of child-care specific
items, ranging from regulatory compliance to quality care issues.
2. PROJECT IMPLEMENTATION
a. Elements and Time Schedule: July 1, 1999 - June 30, 2000.
i. Microenterprise Training. ISED will offer two comprehensive, 13-week microenterprise training programs in Iowa
City (classes I and II) and one 6-week, daycare-specific class (class III), according to the following schedule:
Project Activity Class I Class H Class III
Advertising July - Aug. Dec. - Jan. July
Orientation/Assessment October January July - August
Business Training Oct. - Dec. Feb. - April August - Sept.
Business Completion (Graduation) December April September
Individual Counseling Dec. - June April-June Sept. - June
ii. Technical Assistance. ISED will provide technical assistance services throughout the project year (July - June),
including providing linkages to job placement services.
B. Steps taken to assure that this project is financially feasible and meets Federal, State, and local codes.
ISED ensures that its programs and activities meet Federal, State, and local codes, and that each project is financially feasible
by using a contract compliance system that contains numerous checks and balances. This system includes tracking the
restrictions, requirements, and codes for each funding source in a matrix that contains the staff member responsible for
completing the task, the deadline for the requirement, and the current status of the task. The contract compliance documents
are reviewed in monthly management team meetings, and questions, issues, or concerns would be immediately discussed
with the project funder, applicable agencies, and our legal counsel, if needed.
3 "Home-Based Child Care: Assessing the Self-Sufficiency Potential (with special reference to refugees)." Maria Hein, Reva Allen, and John
Else. Institute for Social and Economic Development, Iowa City, Iowa. June 1999.
To ensure that our projects remain financially feasible, we conduct both interim and final in-house assessments of our
programs. At this time, we review the objectives and goals of each project, along with the amount of time that our staff puts
into each section of the project, and other project costs. Based upon this assessment, we revise future budgets, as needed.
C. Personnel involved in carrying out the project and related experience with program and project implementation
Project Director. Jason Friedman, ISED's Vice President and Director of Economic Development, will be responsible
for the overall implementation and management of the program. He will supervise ISED program staff, serve as the primary
liaison with the City, assure that the program is meeting its objectives, and engage in problem solving as issues arise.
He has directed the previous Iowa City CDBG projects successfully and has, under his leadership, expanded the scope of
the services ISED's economic development division provides throughout the state. Mr. Friedman oversees all the activities
of the division, including supervising the business trainers and contractors and four administrative staff members. As a
. member of the management team, he plays a central role in ISED's administrative, and financial management decisions.
Mr. Friedman is actively involved in the field of microenterprise development. He was re-elected to a second term on
the board of directors for the trade association for microenterprise-the Association for Enterprise Opportunity. On several
occasions, he has been invited to testify before state and federal committees, on behalf of microenterprise development and
its role in working with low-income individuals. Prior to joining ISED in 1995, Mr. Friedman spent seven years with the
New York State Department of Economic Development assisting in the development of the state's economic development
strategy and designing programs involving over $500 million in public resources in the areas of regional and local economic
development, minority and women-owned business development, business financing, enterprise zones, and manufacturing
networks. He holds a Bachelor of Science Degree from the State University of New York at Albany.
Small Business Trainer. Christine Mollenkopf-Pigsley, ISED Associate Director of Economic Development, will
provide all the direct training and technical assistance services to the participants in this program. Ms. Mollenkopf-Pigsley
currently is the trainer for ISED's on-going Iowa City CDBG program, and is also the program manager for ISED's Iowa
Women's Enterprise Center. She has been a trainer with ISED for more than 4 years, including serving as an ISED
contractor for the Webster City area, where she worked with low-income clients.
Ms. Mollenkopf-Pigsley has extensive experience working with communities to help them revitalize commercial areas
and start new small businesses. Prior to joining ISED, she was actively engaged in business ownership and economic
development: as the sole proprietor of several storefront and home-based businesses; as the program manager for the
Webster City Main Street Program; and as the Chamber Director for the Webster City Area Association of Business and
Industry. She has also worked as an economic analyst and planning assistant. She holds a bachelor's degree in International
Relations and Public Affairs management from Michigan State University.
Other Staff. In addition to the above-described key project staff, ISED has an administrative and project staff that have
extensive experience in operating microenterprise development programs, managing the budget, fulfilling reporting
requirements, and maintaining the management information system.
D. Amount of Volunteer and Agency Staff Time needed to carry out the project
The requested funding will provide 24.3% FTE of direct ISED staff time. This includes the following activities: project
management; project oversight; report preparation, vignettes preparation; budget administration; financial management;
management information system operation and tracking; and direct client services.
1. Jason Friedman, Vice President 5.0% FTE
2. Christine Mollenkopf-Pigsley, Program Coordinator 10.5% FTE
3. Assistant Director of Development 3.5% FTE
4. Management Information Specialist 2.0% FTE
5. President 0.5% FTE
6. Finance/Accounting 0.5% FTE
7. Secretarial 2.3% FTE
8. Total Staff Time: 24.3% FTE
12. If funds are not awarded, will the project/program continue?
Yes X No __ __ To a limited extent only. See answer #13.
If partial funds are awarded, will the project/program continue?
Yes X No If yes, at what level? The level of service would be directly related to the amount of funding
available.
We are proud of our accomplishments, none of which would be possible without the commitment of local
communities. The support that ISED has received from Iowa City through the Community Development Block Grant
program over the past years has been especially important in allowing us to serve low- to moderate-income residents in
the location of our corporate headquarters. In 1998-1999 we were able to build upon these local services and successes
by creating the Iowa Women's Enterprise Center--a consortlure of small business assistance proriders consisting of
ISED, the Iowa Small Business Development Centers, and the University of Northern Iowa John Pappajohn
Entrepreneurial Center. Through IWEC, we have employed a full-time business trainer in Iowa City who has become a
solid resource for area business owners and aspiring entrepreneurs.
Unfortunately~ the available funding for the Center is extremely limited and must be used to provide services
statewide. Without the continued support of the Iowa City CDBG program, we would be unable to sustain current
levels of clients served annually in Iowa City. Further, we would not have the resources to offer the additional services
offered in the proposed project: the daycare-specific business training assistance; and job placement assistance for
individuals who elect not to start businesses.
13. If funds are awarded, will the project/program continue after the CDBG funds end?
Yes X No . The majority oflSED's programs serve specific populations (i.e. welfare recipients, dislocated
workers, etc.), who we will still be able to serve. However, funding for microenterprise development for low- to moderate-
income individuals (in the entire field of microenterprise development) is very limited. Therefore, our capacity to continue
to serve these individuals within Iowa City would depend entirely on successfully raising other funds to serve this general
population.
14. List the amount of CDBG funds requested for various categories appropriate to your project.
BUDGET BREAKDOWN Please place an X in box that applies.
Type Status
EXPENSE CATEGORY CDBG OTHER LIST SOURCE In- Cash Antic. Comm.
(e.g. salaries, acquisition, rehab) FLINDS FUNDS OF OTHER FUNDS Kind
If possible, please prioritize the budget
1.Personnel (incl. Fringe Benefits) $18,665 $2,563 DHS X X
2.Contractual 535 1,349 (Entrepreneurial Training X X
3.Travel 534 497 Program) X X
4. Supplies 1,690 202 X X
5. Communication 1,496 307 X X
6. Occupancy 2,929 487 X X
7. Other 238 30 X X
Total Direct 26,089 5,435 X X
8. Administration 3,913 815 X X
TOTALS $30,000 $6,250
For this project, ISED is proposing to provide comprehensive microenterprise development services to a total of 35-50
clients, with a request of $30,000 in CDBG funding. Thus, the per-client cost to the CDBG program for this project is $857
to $600 per client. For the field of microenterprise development, particularly microenterprise programs which serve low-
income clients and provide this type of comprehensive training and technical assistance, this is an extremely low cost per
client. According to a 1996 report by the Self Employment Learning Project--an evaluation of seven senior microenterprise
programs in the United States, conducted by the Aspen Institute--per client costs for serving this population ranged from
$2,535 to $9,0754.
15. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds (include
anticipated dates of funding awards or decisions).
ISED receives funding from Iowa DHS (Entrepreneurial Training Program or "ET") to serve welfare recipients in Iowa--individuals between
0-30% of the HUD poverty line. ISED will serve ET clients in Iowa City through the CDBG project, using DHS funds to pay for the services
these clients require. ISED annually receives $1,250 per client, and we estimate that we will serve 5 ET clients in Iowa City).
16. Have you received CDBG funding in the past?
Yes X No (If Yes, what year(s) did you receive the funding, state the dollar amount received each year, and how
much of each award was a grant, conditional loan and/or repayable loan?) If former projects are underway please indicate the amount of
funds remaining to be expended.
ISED received funding through the Iowa City CDBG program in the following amounts: 1994-95 ($17,250 grant), 1995-96
($26,560 grant), 1996 - 97 ($28,000 grant ), 1997-98 ($20,000 grant), 1999-2000 ($25,000 grant--there was $13,402 left to
expend as of 1/1/00).
17. Does the proposed project pay property taxes? Yes __ No X .(ISED does not own real estate in Iowa City)
If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes __ No X
If "yes", what is the percent of full taxes paid? __% and amount paid $
18. Discuss your organization's policy for obtaining input from low-income persons potentially benefiting or affected by the
proposed project and your policy for obtaining feedback once the project has been completed. If applicant is a nonprofit, please
include evidence (such as minutes of a meeting) that the proposed project has the support of the organization's Board of
Directors.
Input from the individuals and communities we aim to serve are important to the ongoing evaluation, growth, and
evolution of our microenterprise development activities within Iowa City. Therefore, all participants who complete our
formal business training program are asked to complete a workshop training evaluation form. This information provides
feedback regarding the program and is used to modify the program and improve the quality of the training.
In addition, ISED actively solicits input into our activities, programs, and plans from members of the community. ISED
does this through Business Advisory Councils in each of the regions in which we operate. Volunteers who serve on these
committees are representatives of the community. They include ISED clients, bankers, small business people, social service
agency staff, and other interested citizens. The advisory committees provide input and advice regarding the microenterprise
program.
As a statewide nonprofit organization, ISED's Board of Directors is responsible for shaping the organizational vision and
goals, adopting organizational policies and procedures, and assuring the effective and efficient operation of its programs.
The board does not approve or support individual grant applications directly, but instead delegates this responsibility to the
President, who approves all ISED programs, applications, and contracts. The attached letter signed by ISED's President
certifies the approval of this grant application by the ISED Board of Directors.
APPLICATIONS SHOULD BE RETURNED BY 12:00 NOON, JANUARY 18, 1999, TO:
City of Iowa City,
Dept. of Planning & Community Development
410 E. Washington St.
Iowa City, IA 52240
319-356-5230
stephen-long @uiowa.edu
4 "The Practice of Microenterprise In the United States, Strategies, Costs, and Effectiveness." Elaine Edgcomb, Joyce Klein, and Peggy Clark
(Aspen Institute, 1996).
U]ORHFORCE
DEVELOPMEr, II
January 13, 2000
~nar Jason Friedman, Vice-President
Institute for Social and Economic Development
1901 Broadway, Suite 313
llllJ. hldlrls Iowa City, Iowa 52240
tthvn~r
Dear Jason:
Debnrah L Dessea
lg~n~l Ilireelur I Understand that ISED is reapplying for funding from the City of Iowa City
Community Block Grant (CDBG) program to help low to moderate income residents
start small businesses.
As part of this project, IWD has been providing employer education and job
placement assistance to individuals participating in the program. The outcome has
been to assist new entrepreneurs find quality workers and know the regulations
involved on the State level. In addition, it has been recognized that a number of the
clients who complete the class need assistance to located suitable employment to gain
experience in their field or need flexible work to accommodate a new business work
schedule.
Iowa Workforce Development '(IWD) would be pleased to continue to work with
ISED on this project if it is funded. Please feel flee to contact me at (319) 351-1035
if your any questions or need additional information. We look forward to working
with you on this important endeavor.
Sincerely,
Mark W. Edwards
Manager ·
Iowa City Workforce Center
gb'kfsrce Development Cadr. r
r/go seuth Fast lienee. Su~ lIB
POBe, P,399
Iota Citg. Ioula
Phe, e- 3'lg-3Sl-lD3.q
Fall- 319-351.-~33
Economic Development
Attachment
Businesses Assisted by ISED through the Iowa CDBG Programs (1994-1999)
The businesses listed on this page were assisted through ISED's microenterprise development
program, funded by CDBG funds from 1994 through 1999.~ The businesses listed were still
open as of 8/1/99.
Iowa City Businesses Assisted by ISED:
1. Advanced Maintenance Systems
2. Bear-N-Balloons
3. Continence Care Biofeedback
4. D & K Cleaning
5. Fired-Up Ceramics
6. Han's Caf6
7. Holly Honken, Independent Contractor
8. Iowa Children's Museum
9. MMM Design
10. Pawsitively Pets2
11. Ruby & Rada Gardening And Landscaping
12. Select Health Products
13. This Saturday
14. Toms Precision Optics
15. Traveling Music
16. Upscale Resale Interiors
17. Victory Temple's Minority Health Initiative
18. Wilson Lawn Service
Businesses started by Iowa City Residents (located outside of Iowa City):
19. Salon Abilities (Coralville, IA)
20. Shear Encounters (North Liberty, IA)
21. Tumble Tots (Hiawatha, IA)
~ ISED did not receive CDBG funding in Iowa City during the 1998-1999 project year.
2 Pawsitively Pets is still an open business, but it is no longer owned by an ISED client. Our client sold this business
and started another pet grooming business in Iowa City--Blossom Hill Pet Boarding & Salon.
CITY OF IOWA CITY CDBG NON-HOUSING PROJECT
1. Name of Project: 2a. Amount requested:- $6,427
Domestic Violence Grant funds requested
Intervention Program
3. Address 4. Contact: Cris Kinkcad
DVIP 354-7840 crkinkead@hotmail.com.
P.O. Box 3170 Iowa City, IA 52244 Fax: 4664624
5. Location of project is at the shelter facility 6. City Steps objectives
· Homeless Needs
· Public facility Needs
7. Brief summary of the proposed project:
The Domestic Violence Intervention Program (DVIP) responds to the effects of-abuse within
intimate relationships, providing crisis intervention, support services, 24 hour shelter and crisis
line. Shelter and support services are available to women, men and children on an individual
basis and shelter services are available to women and their children.
The project we are seeking funds are for safety equipment for the shelter program. With funds
from CDBG DVIP will install surveillance equipment around the perimeter of the building and
in one area of our living quarters. The cameras on the outside of the building will enable staff
to better secure their safety when unwelcome visitors arrive such as the alleged abuser of a
victim that may be a resident of the shelter. The one camera inside the bu/lding will allow staff
to have access to the upstairs area where no staff are currently posifioned. This is to help secure
the safety of women and children staying at the shelter. Many folks staying at shelter are at
high risk for being a victim or perpetrator of child abuse, sexual child abuse, and theft within
the shelter.
The two pieces of safety equipment DVIP will concentrate on are surveillance camera equip-'
ment that includes four cameras and coded locks on bedroom doors.
JAN l B 2000
P.C.D. DEPARTMENT
8. Why is the project needed? How does the project address priorities, strategies and
goals of CITY STEPS.
The CIT STEPS places emergency shelters as a high need for low-income poverty clientele.
DVIP staff is at particular risk of being physically assaulted or verbally threatened given the
population we work with. Many abusers fred out where the shelter is, stalk their victims around
the shelter build/ng and verbally threaten staff. Thank goodness no staff person has been physi-
cally assaulted but the threat is always there and wc want to be prepared in case it ever does
happen.
The cameras for the living area are to help cut back on th'e~, drug and alcohol use in shelter.
9. As accurately as possible please describe how outcome data indicates that the project
objectives can be met. First, describe the outcome data or key elements the project is
working towards. Second, please discuss how these outcome data will be met by the
proposed project.
An outside camera system will help us to help the police when we have an abuser circling or
stalking the shelter. It may help to accurately identify the person. The cameras will help DVIP
staff to see who is at the door without having to openit first.
An inside camera will help prevent crime and drug and alcohol use in the shelter.
10. List the goals of this project. In addition, please indicate the best you can the number
of beneficiaries according to the following income categories.
0-30 % medium income 92%
31-50% 7%
51-30 1%
81-100
Goals:
DVIP's goal in this request is to maintain safety in and around the facility. Each year DVIP
serves between 350 to 500 women and children in the shelter program. Another 900 women and
children seek assistance within the building for individual counseling and support groups.
11. List major activities of the project.
The project will be implemented by Feeman Lock and Alarm for the coded locks on the door.
DVIP maintenance staff will install the surveillance equipment.
Freeman Lock and Alarm system have installed DVIP's alarm system and installed all of the
door knobs and locks when the shelter was first built. They have our access code to all keys so
that doors are all keyed with a master key system.
The project is fairly cost effective, especially the camera system. Both projects, the doors and
the cameras will cost an estimated $6,500.
12. If the funds are not awarded, will the project continue? NO, these funds are generally
the source we cotrid ask for such a thing. Other funding is typically specific to direct ser-
vices or would take away from other program operations such as utilities, insurance, etc.
If partial funds are awarded, will the project continue? Possibly
$4,275 is needed for the coded door locks
$2,153 is needed for the camera system
13. If the funds are awarded, will the project continue after CDBG funds end?
Yes, and DVIP will absorb any future maintenance.
14. List the amount of CDBG funds requested for various categories to your project.
A full agency budget is available at your request.
Expense Category CDBG Other List In-Kind Cash Antici- commit-
Funds Funds source of pated ted
other
funds
Coded Key Door Locks $4,275 0 0 X
Surveillance $2,153 0 0 X
Equipment
TOTAL $6,428 0
16. Have you received CDBG in the past? Yes, please see below
1993 - $120,000 Building new shelter
1995 78,000 Completion/renovation of lower level of shelter building
1995 10,000 Furniture Project
1996 7,500 ........
1997 7,500 ........
1998 8,300 ........
1999 11,000 ........
17. Does the proposed project pay property taxes? No
18. Discuss your organization's policy for obtaining input from low-income persons po-
tentially bene~ting or affected by the proposed project and your policy for obtaining feed-
back once the project has been completed. ff the applicant is a nonprofit, please include
evidence that the proposed project has the support of the organization's Board of
Directors.
See attached
CITY OF IOWA CITY "....
FY01 COMMUNITY DEVELOPMENT BLOCK GRAN"t
FUNDING REQUEST FOR NON-HOUSING PROJECTS
1. Name of Project: 2a. Amount of CDBG Funds Requested $111,500 "'
b. Loan _936,500 Grant _975,000
Goodwill Industries
c. Type of Loan: (check applicable line) Amount
Transit/Accessibility Project Principal and interest (amortized loan)
Principal and no interest (amortized loan) X 936,500
Principal and a balloon payment
Conditional Occupancy Loan (future repayment)
Declining Balance Lien (forgiven over time)
3. Name and Address of Applicant/Organization 4. Contact Person: John Watson
Goodwill Industries of Southeast Iowa Phone Number: 337-4158
1410 S. First Ave. - P.O. Box 1696 Fax Number: 337-7369
Iowa City, Iowa 52244-1696 Eraall Address: jwatson@goodwillseiowa.org
5. Location of Proposed Project: 6. Check CITY STEPS Objective{s) met:
Affordable Housing Needs
1410 s. First Avenue Homeless Needs
Iowa City Iowa X Public Facility Needs {Accessibility)
Public Service Needs
Economic Development Needs
7. Brief summary of the proposed project:
The project will redesign and reconfigure the entrance/exit area of Goodwill on South First Avenue to enhance accessibility,
safety and convenience for consumers, in particular those with significant disabilities. The Project would allow City Transit buses,
SEATS vans and other vehicles to pick up or discharge passengers without backing up or otherwise maneuvering unnecessarily
and unsafely. The project would also allow City Transit buses to service Goodwill more frequently, which would greatly improve
accessibility for persons with disabilities who are served or employed by Goodwill. This project is supported by the Transit
Manager, Ron Logsden, and the JCCOG Traffic Engineering Planner, Doug Ripley (letters attached). The project was discussed
with the SEATS Director, Lisa Dewey, but her letter of support has not been received.
8. Why is this project needed? How does the project address the priorities, strategies and goals of CITY STEPS (Please specify
the one most applicable priority need and priority need level, as shown on pages 98-99 in CITY STEPS)
This project addresses accessibility for persons with disabilities.
Goodwill is serviced by SEATS and Iowa City Transit via the Mall route. The primary bus stop is located on Mall Drive. Twice
daily on weekdays, at 8:14 a.m. and 4:14 p.m., .the bus enters the Goodwill property to pick up or drop off passengers. On a
typical day 5 to 6 individuals ride both the 8:14 and 4:14 buses. Another 8 to 10 individuals arrive and/or depart at other times
and must either cross First Avenue or travel to or from Eastdale Plaza, a distance of approximately ~ mile. Some of these
individuals require assistance or supervision by staff. Because the two wheelchair spaces on.the bus are sometimes occupied,
individuals who use wheelchairs are sometimes scheduled for arrival or departure at times other than 8:14 and 4:14 and must
use the Mall Drive or Eastdale Plaza stops. Both these transit stops present accessibility and safety problems for persons with
disabilities that affect mobility. First Avenue is a very busy four-lane arterial street. Although there is a walk signal at Mall Drive
and First Avenue, the cycle is so quick that many of our consumers can not cross in the time allowed by the signal. In inclement
weather, particularly when there is snow or ice, travel to Eastdale Plaza is difficult, occasionally hazardous, and at times
impossible.
Currently 36 individuals use SEATS for transportation to and from Goodwill. (Because some of these individuals work at other
locations some days, average daily ridership is about 20). Goodwill staff estimate that 20% to 25 % of the individuals now riding
SEATS could use City Transit buses if the service were more accessible. This change would enhance the independence of these
individuals and would also reduce the numbers of SEATS vehicles required to service Goodwill consumers.
Accessibility High
Priority Need Priority Need Level (High, Medium or Low)
9. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First,
describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitateall, Second, please
discuss how these outcome data will be met by the proposed project.
The primary outcome sought is to improve the accessibility and safety of Goodwill's First Avenue entrance area. The project will
allow buses and vans to enter and exit Goodwill more efficiently without having to back up and maneuver. Passengers can be
picked up and dropped off closer to the entrance to the Goodwill building. With more frequent bus service to Goodwill, fewer
riders will need to cross First Avenue or use the stop at Eastdale Plaza.
10. List goal(s) of this project. In addition, please indicate the populaf~ion to be served by the proposed project according to the
following income categories: (please see attached Income Guidelines for Iowa City)
Project Goals:
(Circle persons or households)
Number between 0-30% median income 45 persons or households
Number between 31-50% median income 5 persons or households
Number between 51-80% median income persons or households
Number between 81 - 100% median income persons or households
Number over 100% median income persons or households
TOTAL 50 Persons or Households
Goals:
1. Improve accessibility and safety for consumers, as well as visitors and employees, of Goodwill Industries.
2. Reduce the number of riders using the Mall Drive and Eastdale Plaza bus stops.
Shift 20% of current SEATS riders to City Transit buses.
11. General Description of Activities:
List major activities of the project (how do these activities address your goals listed in #107).
Project Implementation: a) Detailed information regarding elements and time schedule; b) steps taken to assure that this
project is financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project and
related experience with program and project implementation; d) amount of volunteer and agency staff time needed to carry
out the project).
a) Information regarding elements and time schedule:
1. Finalize gift of .32 acres of land from Procter & Gamble Manufacturing Co. This process should be completed by March 1,
2000. Legal and engineering work has already been accomplished and is not part of this proposal. The additional property is
required to replace the parking spaces lost to the reconfiguration of the entrance area.
2. Acquire .07 acres from Yoder Properties, L.L.P (Brenneman Pet and Seed). This parcel of land will be used for the new
entrance/exit. The survey and legal description of this property have already been obtained and are not a part of this
proposal. An offer to purchase the par~sel at a fair market value has been accepted in principle. The purchase, which is
contingent on funding, will be completed by August 1, 2000.
3. Obtain necessary design services, such as architectural and engineering. This phase will be accomplished by June 1, 2000.
4. Award construction contract(s) by August 15, 2000.
5. Complete all work by December 1, 2000.
b) Steps to assure the project is financially feasible and meets Federal, State and local codes: The project will be reviewed by the
Budget and Finance Committee of the Goodwill Board; as with previous projects, Goodwill staff, architect and contractor will
monitor all phases of the project and coordinate with appropriate authorities in a timely manner.
c) Personnel involved: The primary staff involved with the project will be John Watson, President, and Tamera Erb, Chief
Financial Officer. Both individuals were involved with previous CDBG grants, as well as other major construction projects.
d) Volunteer and agency staff time needed: It is expected that the Goodwill board will devote 10 to 15 person hours, that
Tamera Erb will devote a total of 10 hours, that John Watson will devote a total of 30 hours, and that other staff will devote a
total of 10 hours to the project.
12. If funds are not awarded, will the project/program continue?
Yes No X
If partial funds are awarded, will the project/program continue?
Yes X No If yes, at what level?
If partial funds are awarded, concrete paving and related work will be reduced.
13. If funds are awarded, will the project/program continue after the CDBG funds end?
Yes__ No X_ Benefits of the project will perpetuate, but this is a one-time expenditure.
14. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such
as salaries, travel and other administrative expenses for operational funding. Use categories such as property acquisition,
architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. Please
include the cost of an audit for any project over $300,000 and other items listed under Budget Considerations in the
Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in-kind
or cash, and check if the funds are anticipated or committed. DOCUMENT COSTS WHENEVER POSSIBLE.
PLEASE NOTE: The Housing and Community Development Commission may request a copy of your overall agency budget.
BUDGET BREAKDOWN Please place an X in box that applies.
Type Status
EXPENSE CATEGORY CDBG OTHER LIST SOURCE OF OTHER In- Cash Antic. Cornre.
FUNDS FUNDS FUNDS Kind
(e.g. salaries, acquisition, rehab)
If possible, please prioritize
the budget
Acquire P&G Property $ 0 $ 56,000 Procter &Gamble X X
Purchase Yoder Property 23,500 0
Yoder Property Appraisal 0 400 Cook Appraisal & Goodwill X X
Move Utility Pole 0 1,500 MidAmerican Energy X X
Move Hydrant 1,000 1,000 Water Department X X
Demo Concrete & RR 20,000 0
Berm
New Concrete Paving 60,000 0
Landscaping 5,000 0
Painting/Lighting/Signs 2,000 0
Architect & Engineer Fees 0 10,000 Goodwill
TOTALS $111,500 $ 68,900
Budget Notes:
P & G property value is based on preliminary estimates. Appraised value will be available by March 1.
· Yoder property value based on appraisal completed January 12, 2000 (letter attached).
· Construction costs are based on estimates provided by Wehner Pattschull & Pfiffner PC.
15. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds
(include anticipated dates of funding awards or decisions).
Procter & Gamble Manufacturing Co. - $56,000 in kind - anticipated (letter attached)
MidAmerican Energy- 91,500 in kind- committed (letter attached)
Cook Appraisal - 9200 in kind - committed (copy of invoice attached - CDBG funding is not requested for this item)
City of Iowa City Water Department - $1,000 in kind - anticipated
16. Have you received CDBG funding in the past?
Yes X No {If Yes, what year(s) did you receive the funding, state the dollar amount received each
year, and how much of each award was a grant, conditional loan and/or repayable loan?) If former projects are
underway please indicate the amount of funds remaining to be expended.
1985 - 9205,000 grant for major renovation.
1986 - 9127,000 grant for major renovation.
1991 - 925,000 grant to improve facility accessibility.
1995 - 945,000 grant to support the renovation of space for Goodwill's ACCESS program.
17. Does the proposed project pay property taxes? Yes __ No X
If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes No X
If "yes", what is the percent of full taxes paid? % and amount paid $
18. Discuss your organization's policy for obtaining input from low-income persons potentially benefiting or affected by
the proposed project and your policy for obtaining feedback once the project has been completed. If applicant is a
nonprofit, please include evidence (such as minutes of a meeting) that the proposed project has the support of the
organization's Board of Directors.
Our procedures to collect input and feedback regarding the proposed project is based on longstanding written policy:
It is the policy of Goodwill Industries of Southeast Iowa to actively solicit input from persons served. This input is then
utilized to create an environment that is designed around the needs of the persons served and is responsive to their
expectations. Our system to collect and utilize input from persons served contains the following elements:
· InterdisciDlinarv Team Meetings. These staffings are held on a semi-annual basis, at a minimum, and involve the
person served, the counselor, funding personnel, family members and other service personnel if appropriate.
Participant satisfaction is sought at these meetings and relevant input is communicated to appropriate management
team members.
· Client/Management Meetings. These meetings are held monthly and are facilitated by management level staff. The
meetings are designed to provide direct access for persons served to management. The meetings also serve as a
forum to share information about programming, operational, and organizational issues. Relevant information obtained
from these meetings is shared with management. Departmental and safety meetings are also used to gather input.
· Su.q.qestion System. Suggestion forms are available at our centers and retail stores. Suggestions are referred to the
President for appropriate action.
· Satisfaction Surveys of Persons Served. At least semi-annually persons served are asked to complete a brief survey
that queries their level of satisfaction with their services and the organization. The results of these surveys are used
to revise the Individual Service Plan, as appropriate, and are reviewed and summarized by the Vice President and
communicated to the Board of Directors, staff, and others.
Board Approval: The Goodwill Board of Directors meets at 7:30 p.m., Thursday, January 20, 2000. A resolution of
support will be submitted at this meeting and minutes will be provided as soon as practicable.
APPLICATIONS SHOULD BE RETURNED BY 12:00 NOON, JANUARY 18, 2000, TO:
City of Iowa City
Dept. of Planning & Community Development
410 E. Washington St.
Iowa City, IA 52240
319-356-5230
stephen_long@iowa -city. org
shared\commdev\hcdc\FY01 apps\nonhsng2.doc
CITY OF I0 Wd CITY
January 6, 1999
To Whom It May Concem:
Iowa City Transit provides transportation for a number of individuals who are employed
at Goodwill Industries on 1st Avenue in Iowa City. Due to safety concerns for the
passengers with varying levels of disabilities, it is necessary for us to pull our forty-foot
city transit bus into the Goodwill parking lot. The driveways for the parking lot were not
designed to accommodate the taming radius of a forty-foot bus. We must back the bus up
in order to get out of the parking lot. When cars are improperly parked, cars pull in
behind the bus, or when pedestrians and walking through the lot, it makes for a dangerous
situation. City transit buses do not have a rear window and the driver can't see directly
behind the bus with their mirrors.
Iowa City Transit would very much like to see Goodwill change the driveway for their
facility to accommodate larger vehicles. It would be much safer for everyone who uses
their facility.
Sincerely,
Ron Logsden
Transit Manager
CIVIC C'IiNTER · 410 FAST WASHINGTON STREET · IOWA CITY, IOWA S2240 · (tl9) t56-S000
CR!/o
January 11, 2000 ~
Mr. John Watson
Goodwill Industries
1410 South First Avenue
Iowa City, IA 52240 !~ T:: .-~
Re: Comments on Proposed Driveway Relocation
Dear John:
I have had an opportunity to review in more detail the driveway modification proposal you
presented to me on January 4, 2000 at your First Avenue facility. The proposal is to close and
relocate the south driveway onto Brenneman Seed property.
As we discussed, I believe relocating your southern driveway will help improve the First
Avenue/Mall Drive intersection by reducing potential points of conflict near the intersection. The
better driveway spacing will improve safety for cars turning into Goodwill as well as for
pedestrians walking along the sidewalk. Enhancing your internal circulation for buses and cars
ultimately improves the street capacity by preventing traffic within your site from backing onto
First Avenue.
However, you should consider bringing buses onto your property at the Mall Drive signal and
then exiting using the new south driveway. Although this will require the buses to exit your
property at an uncontrolled intersection this will considerably reduce the impact of left-turning
buses on the public street. This will help reduce rear-end collisions as well as traffic delay on
First Avenue. It is much more desirable for turning traffic to be waiting on private property than
within the traveled lanes of a major arterial street.
Overall I think your proposal has the potential for positive effects to traffic flow. I hope you will
consider my recommendation regarding bus movements.
Please call me at 356-5254 if you have any questions.
Sincerely,
Doug Ripley
JCCOG Traffic Engineering Planner
cc: Aaron Leonard, Iowa City Transit
.~'/Itr/dr-wat$on.doc
410 EAST WASHINGTON STREET -..IOWA ~O"'KA 52240-1826 · (3191 356-5000 · FAX (3191 356-5009
The Procter & Gamble Manufacturing Company
Iowa City Plant
2200 Lower Muscatine Road
Iowa City, Iowa 52240
January 14,2000
John Watson
President
Goodwill Industries of Southeast Iowa
1410 South First Ave.
Iowa City, IA 52244
Dear John:
This updates you on the status of the property transfer from Procter & Gamble. We have received
approval from our local plant manager to transfer the 0.3 acre parcel of property on the northwest
boundary of P&G's property. We now have to get approval from our Vice President, who will present the
request to the Board of Directors. We have been told by our Real Estate Division that this process should
take approximately 3 weeks.
I will let you know if any issues arise that would slow down the process.
Thank you for your patience.
Kym Gaylo
Iowa City Plant Engineer
MidAmerican
1630 Lower Muscatine Road
ENERGY RO, Box 1760
O(~SESSIVELY, RELENTLESSLY,IT Y~' . , - ~ ] Iowa Ci~, Iowa 52244
:..,
January 13, 2000
John Watson
President
Goodwill Industries of Southeast Iowa
PO Box 1696
Iowa City, IA 52244
Dear John:
This is to confirm our discussions at our January 6 meeting. It is our understanding that you
have a construction project that will necessitate the relocation of one utility pole. Your cost for
this relocation is estimated to be approximately $1,500.
MidAmerican Energy Company agrees to make an in-kind donation to Goodwill Industries equal
to the actual relocation expenses.
Please advise us as this project moves forward so we can properly coordinate this effort.
Sincerely,
Terry L. Smith
Manager - Operations
1
~ ~COMMERCIAL VALUATION
RESEARCH GROUP
KYRAN "CASEY" COOK mai, M.A. APPRAISERS AND CONSULTANTS Of REAL EStatE
January 14, 2000
Mr. John Watson
Goodwill Industries of Southeast Iowa
1410 South First Avenue
P.O. Box 1696
Iowa City, IA. 52244
Subject: Appraisal of.07 acres owned by Yoder Properteis L.L.P., addressed as 1500 South
First Avenue, Iowa City, Iowa.
Dear Mr. Watson:
As you requested, we have inspected and appraised the above referenced property. The purpose
of this appraisal is tb estimate the fair market value of the fee simple interest in the subject
property. The function of this appraisal is for acquisition purposes. The area being appraised,
(2,935 square feet) is part of a larger parent tract. Therefore, the evaluation is based on the land
value on a per squai'e foot basis of the tract as a whole. In effect, the value of the subject is
integral to its contribution to a larger tract. It has been appraised accordingly.
This report was prepared for and our professional fee billed to Goodwill Industries of Southeast
Iowa. You may share it with others reasonably involved in the purpose noted above. We
considered all approaches to value however, we concluded that the highest and best use of the
subject is as vacant for use/development that contributes to a larger parent tract. Thus only the
sales comparison approach as it applies to the !and value was used. This letter must remain
attached to the report, which is 23 pages plus related exhibits and addenda, in order for the value
opinion set forth to be considered valid.
As a result of our analysis, we have formed an opinion that the market value of the fee simple
interest (as defined in the report), subject to the definitions, certifications, and Assumptions and
Limiting Conditions set forth in the attached report, including the Hazardous Material disclaimer,
as of January 12, 2000 is as follows:
Twenty-three Thousand Five Hundred Dollars
t$23,500)
1580 MALL DF~J~'tI~I~I~WA'C~TY. IOWA
9/351-2044 I FAX 351-0563 I E-MAIL COOKAPP~(~"~AVALON.NET
Mr. Watson
January 14, 2000
Page 2 -
We appreciate the opportunity to provide this real estate service.
Respectfully,
Cook Appraisal, Inc.
Kyran J. Cook, MAI
Ro¢helle L. Werner
RLW/jkt - #00002
rmsal
.COMMERCIAL VALUATION,
', RESEARCH GROUP
ook
Xppraisal NVO C =
1580 Malt Drive
COMMERCIAL VALUATION Iowa City, IA 52240 DATE INVOICE NO.
RESEARCH GROUP
I/17/2000 1748
CLIENT PROJECT
Goodwill Industries ol; Southeast Iowa [V~can~ Lan~i'a~ 1500 South Firs~ Avenue
Mr. John Watson ! Iowa City, Iowa
1410 South First Avenue
P.O. Box 1696
'Iowa City~ Iowa 5224_4 ~ . _
~ ProjectNumberi APPR ! Terms
~ 00002 RLW ;i Due on receipt
. _ , IL
DESCRIPTION AMOUNT
#00002, A Complete Summary AppraisaLE~__o_rt of Vacant 200.00
Land at 150 uth First Avenue, Iowa City, Io~;h' ......... ,,
Terms: Irnot paid within 30 days, a ,5.00 or I- I/2% per Total $2o0.o0
30-day period late charge will be added to this account, which
ever is greater. /~
CITY OF IOWA CITY ~ ~4//~<'~, ,, ,,~2/gg
FY01 COMMUNITY DEVELOPMENT BLOCK GRAN~,~.,
FUNDING REQUEST FOR NON-HOUSING PROJECT~S'~:~,
1. Name of Project: 2a. Amount of CDBG Funds Requested ~255,000
b. Loan ~ 200,000 Grant ~ 55,000
c. Type of Loan: (check applicable line) Amount
Hannah's Blessing Dey Care Center Principal and interest (amortized loan)
Principal and no interest (amortized loan) X __200,000~
Principal and a balloon payment
Conditional Occupancy Loan (future repayment)
Declining Balance Lien (forgiven over time)
3. Name and Address of Applicant/Organization 4. Contact Person: Danielle Thompson
Hannah's Blessing D~y Care Center Phone Number: 319-339-1895
130 Lafayette Street Fax Number:
Iowa City, IA 52240 Email Address:
5. Location of Proposed Project: 6. Check CITY STEPS Objective(s) met:
Affordable Housing Needs
950 Dover Street (accepted offer pending the approval of Moose Homeless Needs
international) X Public Facility Needs
X Public Service Needs
Economic Development Needs
7. Brief summary of the proposed project:
To purchase 1/3 of the Moose Lodge to be occupied solely by Hannah's Blessings as a child care and family development center
in order to:
Expand existing home-based family child care center into a facility-based child care and family development center
· Meet the increasing demand and need for quality child care and family development services to low and moderate income
families in Johnson County
· Target children between the ages of 2-5 years and school age children for before/after school program
· Promote positive and appropriate childrearing practices by providing parent education services to families
· Allow for expansion for an early head start program targeting children ages 0-2 years, 2nd and 3rd shift childcare services
and other child and family related services and programs
8. Why is this project needed? How does the project address the priorities, strategies and goals of CITY STEPS (Please specify
the one most applicable priority need and priority need level, as shown on pages 98-99 in CITY STEPS)
For parents with preschool and school age children, by far, affordable childcare has been a barrier hampering their ability to
pursue additional training, education and/or employment. CITY STEPS has identified childcare services and facilities as a high
level priority need. 'l:::;hildcare issues have repeatedly arisen at CITY STEPS meetings and through discussions with staff
members of the 4Cs program in Iowa City. According to 4Cs statistics, documented childcare needs in the Johnson County area
have increased dramatically. The unmet needs are strongly focused on infant care; before/after school care, and care for children
whose parents work second shift, third shift, and weekends." (CITY STEPS, 2001-2006, p. 100)
Childcare Facility High
Childcare Services High
Priority Need Priority Need Level (High, Medium or Low)
9. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First,
describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated). Second, please
discuss how these outcome data will be met by the proposed project.
The primary objective is to purchase a facility from which a childcare and family development center can be operated. The
following outcomes will result from this purchase:
· Increased number of available childcare slots in the Johnson County area.
· Increased services provided to children from infants through school age and families
· Increased number of participants returning to work or school
· Increased capacity to handle the number of referrals from other agencies
· Capacity to expand services, including infant care, weekend and evening shift services and mildly ill child care services
The prospective location meets the Accessory Uses and Building guidelines for child care centers as defined by Article M. Section
14-6M-1 of the Iowa City Zoning Codes. This location is also subject to Article L of the same chapter. The Moose Lodge offers
an adjacent parking lot to be used primarily for the center, and meets the stacking requirements stated in Article L.
10. List goal(s) of this project. In addition, please indicate the population to be served by the proposed project according to the
following income categories: (please see attached Income Guidelines for Iowa City)
(Circle persons or households)
Number between 0-30% median income 11 persons or households
Number between 31-50% median income 14 persons or households
Number between 51-80% median income 8 persons or households
Number between 81 - 100% median income 2 persons or households
Number over 100% median income 0 persons or households
TOTAL 35 Persons or Households
Goals:
To enable Hannah's Blessing Childcare Center to provide affordable individualized and comprehensive childcare and family
development services to preschool and school age children and their families with plans to add a Early Head Start Program
which will extend these same services to infants/toddlers and their families.
To provide full-time childcare for working families.
· To connect families with other service agencies to ensure that a variety of comprehensive services are provided meeting
needs in health, nutrition, safety and other areas.
· To provide childcare services to families working 2® and 3rd shifts.
11. General Description of Activities:
List major activities of the project (how do these activities address your goals listed in #107).
Project Implementation: a) Detailed information regarding elements and time schedule; b) steps taken to assure that this
project is financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project and
related experience with program and project implementation; d) amount of volunteer and agency staff time needed to carry
out the project).
Activities center on the acquisition of a facility that allows for the promotion of aged-based activities. A child's intellectual,
psychological, and other needs will be addressed most effectively as classrooms are set up that target different developmental
stages. If funding is granted, we anticipate operation in our new facility to commence in the Fall of 2000. Based on the
population to be served as shown above and on proposed rates (see proposed annual operating budget), 60 percent of the
families should be able to afford Hannah's Blessings' rates without subsidy. We expect to expand our services to evening
childcare within 12 months in order to meet the needs of parents working 2"d and 3rd shifts. Local business such as Proctor &
Gamble and Oral B will be asked to subsidize such services that will benefit their employees and their business. In June of 2001
an application for funding of an Early Head Start Program will be submitted to the U.S. Department of Health and Human
Services. This will allow Hannah's Blessing to increase the number of slots currently available for infants and toddlers at an
affordable cost. Federal, state, and local codes are being met per the requirements of such documents as provided by the Dept of
Human Services, Chapter 109/Childcare Centers. The center plans to develop and continue collaboration with 4Cs, HACAP,
DECAT, DHHS, The NEST, local public and transitional housing organizations, and other agencies to ensure the best possible
services can be provided to families and children. A full-time director and staff will work along with parents and volunteers.
Hannah's Blessing will provide services from 6:30 a.m. to 6 p.m., Monday through Friday. Staff will be sought from the general
public as well as from such agencies as JTPA. Volunteers will be recruited from parents and others in the community.
12. If funds are not awarded, will the project/program continue?
Yes X No
If partial funds are awarded, will the project/program continue?
Yes X No If yes, at what level?
Hannah's Blessing will continue to operate as a home-based facility.
13. If funds are awarded, will the project/program continue after the CDBG funds end?
Yes X No
14. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such
as salaries, travel and other administrative expenses for operational funding. Use categories such as property acquisition,
architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. Please
include the cost of an audit for any project over $300,000 and other items listed under Budget Considerations in the
Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in-kind
or cash, and check if the funds are anticipated or committed. DOCUMENT COSTS WHENEVER POSSIBLE.
PLEASE NOTE: The Housing and Community Development Commission may request a copy of your overall agency budget.
BUDGET BREAKDOWN Please place an X in box that applies,
Type Status
EXPENSE CATEGORY CDBG OTHER LIST SOURCE OF OTHER In- Cas Antic. Comm.
FUNDS FUNDS FUNDS Kind h
(e.g. salaries, acquisition, rehab)
If possible, please prioritize
the budget
Facility purchase $185,000 $
Renovations/Rehabilitation 60,000
Start up cost (see 10,000
attached addendum A)
Salaries 104,400 Program Income/Volunteers X X X X
Utilities 4,200 Program Income X X
Insurance 2,000 Program Income
Food 23,750 CACFP reimbursement X X
Equipment 1,500 Program Income X X
Maintenance and Repairs 2,500 Program Income
Supplies 4,250 4C's/Program Income X X
Other 1,600 Program Income X X
TOTALS $255,000 $144,200
15. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds
(include anticipated dates of funding awards or decisions).
Community service organizations that have shown a willingness to provide in-kind services include 4C's, DHHS, the
NEST, DECAT, and GICHF. In late June of 2001, the center will apply for an Early Head Start program grant. Another
funding possibility is the Johnson County Empowerment Board.
16. Have you received CDBG funding in the past?
Yes No X (If Yes, what year(s) did you receive the funding, state the dollar amount received each
year, and how much of each award was a grant, conditional loan and/or repayable Ioan?) If former projects are
underway please indicate the amount of funds remaining to be expended.
17. Does the proposed project pay property taxes? Yes X No
If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes __ No __
If "yes", what is the percent of full taxes paid? % and amount paid ~
18. Discuss your organization's policy for obtaining input from low-income persons potentially benefiting or affected by
the proposed project and your policy for obtaining feedback once the project has been completed. If applicant is a
nonprofit, please include evidence (such as minutes of a meeting) that the proposed project has the support of the
organization's Board of Directors.
Input from low-income families will aid in developing and implementing child development and parent education services.
Parents will be encouraged to participate as volunteers and employees. Also, along with regular evaluations of program
services, 1-2 seats on Hannah's Blessing Board of Directors will be filled by participating parents.
APPLICATIONS SHOULD BE RETURNED BY 12:00 NOON, JANUARY 18, 2000, TO:
City of Iowa City
Dept. of Planning & Community Development
410 E. Washington St.
Iowa City, IA 52240
319-356-5230
stephen_long@iowa-city .org
shared\cornmdev\hcdc\FYO1 apps\nonhsn92 .doc
HANNAH'S BLESSING CHILD CARE CENTER
Start Up Budget
Salaries (First month) $8,600.00
Food (First month) 1,400.00
$10,000.00
(ADDENDUM A)
HANNAH'S BLESSING CHILD CARE CENTER
Proposed Annual Operating Budget
Expenses Total
Personnel
Salaries
(1 Director, 2 Lead Teachers, 2 Teachers, 1 Cook) $103,000.00
( Bookkeeper & Janitorial/$10,000.00) In-Kind
Facilities
Utilities (Gas, Electric, Water &Phone) 4,200.00
Program Equipment 1,500.00
Maintenance and repairs 2,500.00
Supplies
Educational materials and toys 2,000.00
Office 500.00
Postage 250.00
Miscellaneous (cleaning, etc.) 1,500.00
Food (meals and snacks)
($ amount X no. children X no. days) 25,150.00
Insurance
(Property, Liability and Workers' Comp) 2,000.00
Other
Advertising 500.00
Subscription/Membership 100.00
Continuing Education/Licensing 1,000.00
Total expenses 144,200.00
Income
Parent fees (assessed @ 90% enrollment)
(No. children X enrollment % X $ amount/wk. No. weeks)
(6 x 90% x $120.00/wk x 52 wks) Age 2 33,696.00
(24 x 90% x $110.00/wk x 52 wks) Ages 3-5 123,552.00
(5 x 90% x $25.00/wk x 52 wks) Ages 6 & over 5,850.00
Child and Adult Care Food Program 21,087.50
Total income 184,185.50
Net Income 39,985.50
CITY OF IOWA CITY PJA
FY01 COMMUNITY DEVELOPMENT BLOCK G
FUNDING REQUEST FOR NON-HOUSING PROJECTS
1. Name of Project: 2a. Amount of CDBG Funds Requested $__21,840.00
Successful Living Supportive b. Loan $ Grant $__21,840
c. Type of Loan: (check applicable line) Amount
Services for Transitional Housing Principal and interest (amortized loan)
Principal and no interest (amortized loan)
Principal and a balloon payment
Conditional Occupancy Loan (future repayment)
Declining Balance Lien (forgiven over time)
3. Name and Address of Applicant/Organization 4. Contact Person: Theresa Kopatich
Successful Living Phone Number: 356-0947
716 N. Dubuque St.
Iowa City, IA. 52245 Fax Number: 356-0947
Email Address: kopatich{binav.net
5. Location of Proposed Project: 6. Check CITY STEPS Objective(s) met:
416 S. Dodge St. __Affordable Housing Needs
716 N. Dubuque St. __Homeless Needs
121 N. Van Buren St. Public Facility Needs
Various other sites in the Iowa City area x Public Service Needs
Economic Development Needs
7. Brief summary of the proposed project:
Successful Living is starting its third year of operations. The agency has grown to the point where there is a definite need for a
full time employee. This employee will be % time administrative assistant and ~A time counselor. This assistant will oversee
client management for the program.
Currently the staff consists of one full time Director and 4 part-time staff. The basic program services are secure and stable.
The board and Director have developed and updated policies and procedures. The agency has a constant waiting list of
approximately 40.
Since the beginning of the agency our goal has been to develop more independent funding sources.
The agency wants to develop it's own business or connections with other businesses that will generate income back into its
organization. In order to make this happen the Director needs an assistant. The agency goal will be to raise the funds for this
position to continue on going, after the first year.
8. Why is this project needed? How does the project address the priorities, strategies and goals of CITY STEPS (Please specify
the one most applicable priority need and priority need level, as shown on pages 98-99 in CITY STEPS)
On page 98 the need for Substance Abuse Services and Employment Training are listed, as HIGH Priority needs. Also a high
priority need is Other Public Service Needs, including housing and support services to persons with disabilities and/or drug
and alcohol addiction.
The Successful Living agency addresses all the above issues in a very cost effective, least restrictive way. The agency provides
on-site alcohol/drug abuse counseling mental health services and other types of housing and services designed to develop
independence and self-sufficiency. It is also the only transitional housing opportunity for single working individuals in the
Johnson County area. In its two years of operation Successful Living has opened up 43 SRO units at very affordable rents.
On pages 89 & 92 Transitional Shelters and Permanent Supportive Housing for individuals and persons w/special needs was
listed as High Priorities.
On pages 96 & 97 the plan list as strategies to provide transitional housing for single individuals and to provide special needs
transitional housing
Other Public Service Needs
(Transitional Housing Support) HIGH
Priority Need Priority Need Level (High, Medium or Low)
9. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First,
describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated). Second, please
discuss how these outcome data will be met by the proposed project.
The project objectives are 1 .) To enhance the support service system that assist the consumers our agency serves to become
more self sufficient and 2.) to build independent funding sources so the agency may continue to provide affordable housing and
on-site support services in order to assist homeless or very-low income person's reintegrate into the community, living as
independently as possible.
By hiring a full time assistant consumer's issues, concerns, files and cases will receive more detailed attention. In addition the
hiring of an assistant will free the Director up to pursue further funding possibilities.
1 O. List goal(s) of this project. In addition, please indicate the population to be served by the proposed project according to the
following income categories: (please see attached Income Guidelines for Iowa City)
(Circ ons or households)
Number between 0-30% median income _70~r households
Number between 31o50% median income ~ persons or households
Number between 51-80% median income persons or households
Number between 81 - 100% median income persons or households
Number over 100% median income ~ persons or households
TOTAL _70~r Households
The overall goal of Successful Living is to provide on-site support to homeless and very low-income persons allowing them to live
as independently as possible in the community. All the clients enter the program at income levels well under 30% median
income.
In the long term Successful Living hopes to act as a model non-profit with decreasing dependence on public fun'ding and
increasing income generation through its creation of service contracts and some sort of self sustaining income generating
component. This component will also offer job training and opportunities to the persons we serve.
11. General Description of Activities:
List major activities of the project (how do these activities address your goals listed in #107).
Project Implementation: a) Detailed information regarding elements and time schedule; b) steps taken to assure that this
project is financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project and
related experience with program and project implementation; d) amount of volunteer and agency staff time needed to carry
out the project).
By May of 2000 the Director will have advertised, interviewed and hired a part-time administrative assistant to beginning
training. This person will take over full time responsibilities as of July 1 ~ 2000.
The goal is that the full time person will be ready to begin taking over their full responsibilities by the new funding year.
Successful Living will cover the part-time wages of the person until the new funding year. This plan will allow the Director to
take on other responsibilities at the beginning of the new funding year.
This training process will help to make the transition smoother for staff and clients.
12. If funds are not awarded, will the project/program continue?
Yes No X
If partial funds are awarded, will the project/program continue?
Yes X No If yes, at what level? It would probably be at a part-time level depending on how much
of the funds were awarded.
13. If funds are awarded, will the project/program continue after the CDBG funds end?
Yes x No
14. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such
as salaries, travel and other administrative expenses for operational funding. Use categories such as property acquisition,
architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. Please
include the cost of an audit for any project over $300,000 and other items listed under Budget Considerations in the
Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in-kind
or cash, and check if the funds are anticipated or committed. DOCUMENT COSTS WHENEVER POSSIBLE.
PLEASE NOTE: The Housing and Community Development Commission may request a copy of your overall agency budget.
BUDGET BREAKDOWN Please place an X in box that applies.
Type Status
EXPENSE CATEGORY CDBG OTHER LIST SOURCE OF OTHER In- Cash Antic. Comm.
FUNDS FUNDS FUNDS Kind
(e.g. salaries, acquisition, rehab)
If possible, please prioritize
the budget
Salaries $21,840.00 998,400 Various donations (see X X
below)
TOTALS ~21,840.00 $98,400
15. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds
(include anticipated dates of funding awards or decisions).
Emergency Shelter Operations Grants Program $11,400 pending
CASALA services $66,000 anticipated
Sponsorship program 15,000 anticipated
Local Donations 5,000 anticipated
Green Acres Lawn Care 1,000 anticipated
16. Have you received CDBG funding in the past?
Yes x No (If Yes, what year(s) did you receive the funding, state the dollar amount received each
year, and how much of each award was a grant, conditional loan and/or repayable loan?) If former projects are
underway please indicate the amount of funds remaining to be expended.
Year Amount Budgeted Amount expended (to date)
FY 98 (July, 97- June, 98) $0
FY 99 (July, 98- June, 99) $11,000 $11,000
FY 00 (July, 99 - June, 00) 929,395 916,639
17. Does the proposed project pay property taxes? Yes x No ~
If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes ~ No __
If "yes", what is the percent of full taxes paid? __% and amount paid $
18. Discuss your organization's policy for obtaining input from low-income persons potentially benefiting or affected by
the proposed project and your policy for obtaining feedback once the project has been completed. If applicant is a
nonprofit, please include evidence (such as minutes of a meeting) that the proposed project has the support of the
organization's Board of Directors.
House meetings are held weekly so those tenants can have a chance to express their concerns. During these meetings we
receive a lot of feedback on our program about things people like and things they suggest we change.
We have suggestion boxes available for persons to provide written comments.
We have consumers complete a program evaluation form, once a year.
The board has a goal to develop a "Quality Assurance Program" by August 1% 2000.
Consumers fill out yearly evaluations on counselors.
A current resident is a member of the Successful Living Board.
Theresa Kopatich
From: Valerie Kemp <Valerie. Kemp@doc.state. ia.us>
To: kopatich@inav. net
Subject: Minutes
Date: Wednesday, January 12, 2000 7:27 AM
Successful Living Board Minutes
The meeting was held in room C of the Iowa City Public Library
Meeting was called to order at 5:30 pm
Present were Theresa Kopatich, Leslee Roepke, Melissa O'DonnellI-Long, Linda
Paul, Billl Myer and Valerie Kemp.
The previous minutes were approved.
Directors report
Theresa reports that the program received a $104,000 Federal Home Loan grant
for the 21 unit. Have 2 other grant proposals submitted and waiting for a
response. Theresa would like to ask the City Council for a funding for a
full time assistant That person would work in client management. Boar~l
approved making the request from the city.
The home previously operated by Hillcrest on Church Street is vacant.
Theresa requested approval fromt he board to ask the city for a $200,000
loan to purchase the home. The remaining $115,000 balance would be covered
by a Federal Home grant. Applications are due by 1/15/2000. Board authorized
Theresa to pursue this loan.
State inspectors gave a list of corrections needed. Corrections in case
files have been adopted. The board needs to develop quality assurance
guidelines by August 1, 2000, personal policies by 3/30/2000. The board will
develop personal policies prior to the deadline.
Theresa reviewed vision is to purchase the Church St. house, develop the
lawn care business to provide income and jobs for the program, develop a
substance abuse prevention program and put a substance abuse counselor on
call. The Senior Center has agreed to display residents art work for the
downtown Art Walk.
Job Descriptions
Discussion on the proposed job descriptions with some suggestions for
modification that Theresa will adopt.
TreasureF
Theresa asked whether we need a treasurer to monitor finances. Currently the
Board president signs payroll and all checks over $200.00. Board decided
this system is working and Theresa will meet monthly with the Board
President to review financial records.
Eviction Process
Theresa questioned whether we need a formal policy on this. Board requested
that evictions be approved by the Board president.
Waiting List
Currently there are 40 people on the waiting list. They are contacted on a
first come, first serve basis. Discussion was held on developing a priority
list considering medical needs, domestic violence, and other risk factors.
The new sponsor pamphlet was handed out for review. The board will address
Page 1
personnal policies next meeting.
Meeting adjourned at 6:30 pm. Next meeting will be 3/14/2000 at the Iowa
City Public Library.
Page 2
2000°
3. Name and Address of Applicant/Organization, 4. Contact Person/Phone #
Furniture Project
Domestic Violence Intervention Program Cris Kinkead 354-7840
P.O. Box 3170
Iowa City, IA 52244
5. Location of Proposed Project 6. Check CITY STEPS Objectives
Affordable Housing Needs
1500 Sycamore St X Homeless Needs
Iowa City, IA X Public Facility/Service Needs
Economic Development Needs
7. Brief summary of the proposed project:
The Furniture Project is a non-profit program that distributes donated furniture to formerly-
homeless households in the Iowa City area. The project was formed in 1993 by 18 local human
service agencies that served homeless households. These agencies have provided guidance to
the Furniture Project as members of an advisory board. Although the advisory board no longer
exists, the Furniture Project continues to work with agencies serving homeless households.
The Furniture Project assists homeless households in re-establishing stable home environments.
Used furniture and appliances are donated by individuals, businesses, and organizations in the
community and are distributed to households that have been homeless or are in an extreme
emergency situation.
Since 1993, the Furniture Project has distributed over 3,500 items, that have included: beds,
couches, living room chairs, dressers, kitchen tables, end tables and miscellaneous items. This
service has saved over 150 tons of waste from entering the Iowa City Landfill.
8. Why is the project needed? How does the project address the priorities, strategies and
goals of CITY STEPS (include reference to CITY STEPS objectives and priorities).
The Furniture Project seeks to effectively use our community's resources to assist it's citizens
in reaching their highest level of self-sufficiency. Ownership of fumimre contributes to a
household's level of self-efficiency, including it's ability to secure and retain permanent hous-
ing. Unfortunately, families leaving shelter frequently lack basic furnishings necessary to trans-
form their new, empty housing into homes.
Due to inflated furniture prices in Iowa City, furnishing a home with used furniture cost several
hundred dollars. This level of expenditure can jeopardize a household's ability to pay rent,
utilities and food. The Furniture Project is the only program in eastern Iowa that distributes fur-
niture and appliance free of charge.
The CITY STEPS Consolidated Plan identifies affordable permanent homing and transitional
housing as high priority needs in the community. The Furniture Project provides a critical sup-
port service which enables Iowa City residents to fully access the housing resources. For exam-
ple, the project assisted a number of households moving into low income rental units on section
8 or leased housing.
9. As accurately as possible please describe how outcome data indicates that the project
objectives can be met.
The Furniture Project will serve 550 people in the upcoming year. Fiscal year 1999 the Furni-
ture Project served over 500 individual recipients. It is estimated that of these 550 individuals,
96% will have incomes of $10,000 or less, 3% will have incomes of $15,000 or less and the re-
maining 1% will have $25,000 or less.
Recipients of the Furniture Project will receive furniture at no cost. It is our belief that we al-
low the highest possibility of self_sufficiency the Furniture Project can assist with by
distributing furniture at no cost. CITY STEPS Consolidation Plan indicates "a large proportion
of lower-income households are cost-burdened, paying 30 and sometimes 50 percent of their
gross income for their housing, including utilities". The Furniture Project does help with some
of the cost-burden rent by offering furniture free of charge.
In a September article of the Iowa City Gazette, Iowa city recorded the following racial break-
down: White = 53,287, Black = 1,899, Pacific Islander =3,467, Hispanic 1,568.
The Fumiture Projects racial breakdown includes: White=2 12, Black=252, Pacific Islander--4,
Hispanic=41 and Native American=5.
10. List goals of this project In addition, please indicate the best you can the number of
beneficiaries according to the following income categories:
0-30% median income= 499
:31-50% median income=
Total 514
GOALS:
A: To receive donated furniture from the Iowa City/Johnson County community.
Objective: Furniture Project will solicit donations of furniture from said community.
Task:
· Develop and distribute a Furniture Project newsletter.
· Solicit through the City &Iowa City Utility bill process twice a year.
· Maintain public relations image through the use of various media.
B. To allocate donated furniture to recipients.
Objective: To maintain the simplicity of the furniture projects distribution guidelines to
Recipients.
Tasks:
· Will maintain the referral distribution guidelines through the use of area agencies, including
~ but not limited to: Crisis Center, Emergency Housing Project, Salvation Army, DVIP etc.
· Will maintain the use of volunteers to help with pick up and delivery of furniture.
· Will maintain the distribution vehicle, keeping it good working order.
· Will maintain the pest control of the City warehouse.
C. To stabilize funding for the Furniture Project.
Objective: To seek and find stable funding for the project.
Tasks:
· Will continue to apply for new sources of funding other than CDBG to cover the cost of a
full-time program.
· Will continue to write for Emergency Shelter Grant Funds through the Iowa Institute for
Low-Income Housing Grant.
· Will continue to write the city of Iowa City for Solid Waste Department funds that fund
most of the project.
· Will maintain the City of Iowa City and DVIP as In-Kind funding to the project.
11. General Description of Activities:
List Major activities of the project (how do these activities address your goals listed in
#10).
Project Implementation: (Detailed information regarding elements and time schedule; b)
steps taken to assure that this project is financially feasible and meets Federal, State, and
local codes; c) personnel involved in carrying out the project and related experience with
program and project implementation; d) amount of volunteer and agency staff time
needed to carry out the project).
The Furniture Project receives donated furniture and appliances from the community and dis-
tributes the items to households in need. The project receives furniture at a warehouse provided
by the City of Iowa City, which is located on Riverside Drive. Furniture is delivered by donors
or picked up by project volunteers. Appliance donations are accepted through Budget
Appliance, a local used appliance store which receives and reconditions on behalf of the
project.
Furniture and appliances are donated from all segments of the community. The majority of.
donations come from individuals, with others from businesses and other organizations. For
example Oak Knoll recently donated over 50 dressers and McGregor's Furniture Store gave the
project a leather sofa and love seat.
The project distributes fumiture and appliances to households that have been referred by a local
human service agency and are homeless or. in another extreme emergency situation. Recipients
request specific items from the project and receive those items based on current warehouse in-
ventory. Project volunteers provide delivery of fumiture on a limited basis. Since 1993, the
project has distribute over 3,900 furniture items.
A full-time Coordinator administers the project and is the project's only paid staff position.
The Coordinator provides all direct services and acts as haison with other community agencies.
In addition, the coordinator provides volunteer coordination and publicity.
The Furniture Project has written a grant to the Emergency Shelter Grant 0ESG) to help fund
the Projects full-time position. Another grant written to Principal Financial Group Foundation
is due in March and we will ask the City of Iowa City to cover the full cost of the project in the
future (unless we were to receive the ESG). With this mind it is the Furniture Projects intention
of receiving CDBG funding only one more year. Since the timing of all the named grants are
within two months of each' other it impossible to forecast what the outcome will be before the
CDBG allocations are decided. The only suggestion we have is that if the CDBG funding were
distributed to the Furniture Project and we found out in April or May that the ESG or City will
cover the cost of the whole 'project then We 'eould~revert the money back to CDBG for redistri-
bution. If the ESG or City do not come through this year we would definitely need the full
CDBG funding to keep the position at full-time.
12. If funds are not awarded, will the project/program continue? NO
13. If funds are awarded, will the project/program continue after CDBG funds end? If the Solid
Waste Department continues to fund the project and it's current level the Furniture project will continue
once CDBG dollars have been expended.
14. List the mount of CDBG funds requested for various categories appropriate to your project
Use general categories such as salaries, travel and other administrative expenses for operational
funding. Don't forget to include the cost of an audit for any project over $25,000 and other items
listed under budget construction in the subrecipient Guide. If other funds are used to implement
the project, please list the sources, state if the hinds are in-kind or cash, and check if the funds are
anticipated or committed. Document Cost Where Ever' Possible.
Expense CDBG Other List In-Kind Cash Anticipated Committed
Category Funds Funds Source
Funds
Salary 13,725 18,845 ESG & X
City of
Iowa City
storage City of X
space Iowa City
office 600 {DVIP X
space
adminis- ~I ,soc.oo D'VIP X
irafive
Gasoline 75~ DVi~
Pest Con- 100 DVIP X
trol
Audit 150 DVIP X
Vehicle 2,050 DVIP X
mainte-
nance &
insurance
Phone 1.,000 DVIP X
TOTALS $13,725.00 $25,295.00
15. List other groups or organizations that were asked to contribute to or fund this pro-
jeer.
Solid Waste Department - City of Iowa City (for salaries & benefits).
Emergency Shelter Grant - part-time position
Principal Financial Group - part-time position (grant is due in March)
16. Have you received CDBG funding in the past?
YES,
1993 - $120,000 Building of a new shelter
1995- $ 78,000 Completion/renovation of lower level of shelter building
1995 - $ 10,000 Furniture Project
1996 - $ 7,500 Furniture Project
1997 - $ 7,500 Fumiture Project
1998 -$ 8,300 Fumiture Project
1999-$ 11,000 ........
17, Discuss your organization's policy for obtaining input from low-income persons po-
tentially bene~ting or affected by the proposed project and your policy for obtaining feed-
back once the project has been completed. ffapplicant is a nonprofit, please include evi-
dence (such as meeting minutes of a meeting) that the proposed project has the support of
the organization's Board of Directors.
The furniture project receives input directly from furniture recipients on a regular basis. Volun-
teer oppommities are available for furmture recipients and other low-income members of the
community. The Furniture Project maintains contact with 15 other fumiture banks across the
country, which enables the Project to evaluate its services in relation to similar programs.
CITY OF IOWA CITY
FY01 COMMUNITY DEVELOPMENT BLOCK GRAF~;I"'*.
FUNDING REQUEST FOR NON-HOUSING PROJECTS
1. Name of Project: 2a. Amount of CDBG Funds Requested $ 3 9,5 0 0 o 0 0
Nurse Case Management b. Loan $ Grant $ 39,500.00
c. Type of Loan: (check applicable line) Amount
Principal and interest (amortized loan)
Principal and no interest (amortized loan)
Principal and a balloon payment
Conditional Occupancy Loan (future repayment)
Declining Balance Lien (forgiven over time)
3: Name and Address of Applicant/Organization 4. Contact Person: 3ane Thomas
Iowa City Free Medical Clinic Phone Number: 337-4459
120 N. Dubuque St.
Iowa City, IA 52245 Fax Number: 341-0054
Em~il Address: f reeme d@ ava lon. net
5. Location of Proposed Project: 6. Check CITY STEPS Objective(s) met:
Affordable Housing Needs
Iowa City Free Medical Clinic 'Homeless Needs
Public Facility Needs
X Public Service Needs
Economic Development Needs
7. Brief summary of the proposed project:
~
The Iowa City Free Medical Clinic (FMC) proposes the development and implementation of a nurse case
management program. Its purpose is to improve health outcomes for our clients with diabetes (DM) and/or
hypertension (HTN) whose access to primary care is limited to the Iowa City Free Medical Clinic. The number
of clients with DM and/or HTN accessing primary care through FMC is increasing. In FY99, we provided
primary care services for 43 clients with DM, 75 with HTN, and 35 with both DM and HTN, for a total of 420
clinic visits. This year we are seeing as many as five new clients per month for diabetes.
The grant we are requesting would fund one full-time nursing position, and the purchase of medical supplies
and educational materials, for one fiscal year. This nursing position will provide nursing services and nurse case
management for persons with diabetes mellitus and/or hypertension. Other clients in need of these services will
be included when appropriate.
It is expected that nursing services and nurse case management will increase our clinic's capacity to: · prevent serious complications of DM and HTN
· increase client self-efficacy in illness management
· improve client quality of life
Research has shown that an individualized, culturally-competent, behaviorally oriented education program
can help clients understand their disease, learn appropriate self-care behaviors, and make adaptations in order to
live with their disease, maintain optimal health, and decrease the risk for complications. Through our proposed
innovation, the physician and nurse case manager will form collaborative alliances with clients with DM and/or
HTN, and make recommendations for health education and therapy based on the client' s unique experience of
the disease.
In addition to health education, our clients need more economic and social resources to fully follow
recommended therapy. The nurse case manager will help clients identify these needs, make referrals to
appropriate community resources, and, if necessary, assist clients in accessing those resources.
8. Why is this project needed? How does the project address the priorities, strategies and goals of CITY STEPS {Please specify
the one most applicable priority need and priority need level, as shown on pages 98-99 in CITY STEPS)
While clinic staff strive to provide quality health care for our clients with chronic illnesses, it is apparent
that a change in practice is needed. In current practice clients with DM and/or HTN frequently miss scheduled
appointments with the physician and specialists, and frequently run out of medications between appointments.
Clients currently receive no systematic health education other than the information provided during brief visits
with the physician. Ophthamologist and podiatrist appointments are offered during one clinic per month but are
underutilized by this population of clients. Through our Patient In Need Program (PINP) we are able to secure
medications for eligible clients from pharmaceutical companies, but not all eligible clients are enrolled, and
administration of PINP is time-consuming. We are able to offer glucometers only as they are donated by private
individuals. Instruction in use of the glucometer is provided upon receipt, but there is no follow-up to ensure
correct use.
The preliminary draft of Healthy Iowans 2010 identifies the following goals for diabetes and heart disease:
(1) reduce premature death and disability from cardiovascular disease; and (2) decrease disparities and increase
access to health care including detection, quality diabetes education, treatment and management for all Iowans.
The University of Iowa College of Nursing, in collaboration with local service agencies, has identified a
need for providing case management and care coordination for vulnerable groups in Johnson County.
He~] ~:h ,q~rv~ ~.~.~ Hic~h
Priority Need Priority Need Level {High, Medium or Low)
9. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First,
describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated). Second, please
discuss how these outcome data will be met by the proposed project.
Anticipated measurable health outcomes for clients participating in this project include: Improved compliance with appointments and medicalion use
Improved control of symptoms of disease, and decreased complications of disease
Increased knowledge of disease process, nutrition, medications, and self-care behaviors
Increased use of self-care behaviors
Increased satisfaction with care, and improved quality of life
To meet our objectives we will provide these services for each client with DM and/or HTN: Assess client's knowledge of illness and self-management of illness
Provide education to help client increase knowledge of illness and develop self~care behaviors
Assess client's health status, psychosocial status, and self-perception of health status
Assist staff physician to meet client's needs in a comprehensive and consistent manner; provide nursing
services within scope of practice and according to clinic protocols, in order to increase clients'
accessibility to consistent primary care
Assess client's knowledge of medication self-administration, therapeutic effects and side-effects
Provide education about medication self-administration, therapeutic effects and side-effects
Monitor client medicalion use to ensure correct use and to provide timely refills
Provide and follow up on referrals for services needed but not provided at clinic
10. List goal(s) of this project. In addition, please indicate the population to be served by the proposed project according to the
following income categories: (please see attached Income Guidelines for Iowa City)
Number between 0-30% median income 13 ds)
Number between 31-50% median income 18 ~or households
Number between 51-80% median income ~ persons or households
Number between 81 - 100% median income persons or households
Number over 100% median income persons or households
TOTAL 15 3 ~r Households'
These numbers reflect statistics from FY99. We are currently seeing 5 new clients per month for DM.
Goal: To provide nursing services and nurse case management for persons with diabetes mellitus (DM) and/or
hypertension (HTN) whose access to primary care is limited to the Iowa City Free Medical Clinic.
Objective A:
By June 30, 2001 70% of FMC clients with DM or HTN will have received the following services: Nurse case management
Education in disease process, nulrition, medications, and self-care behaviors
Four quarterly physical and pyschosocial assessments
One eye exam, one dental exam, and one foot care exam (clients with DM)
Enrollment in PINP (Patient in Need Program) if appropriate
Objective B:
By June 30, 2001 50% of FMC clients with DM or HTN will have demonstrated the following: Improved compliance with appointments and medication use
Improved control of symptoms of disease, and decreased complications of disease
Increased knowledge of disease process, nutrition, medications, and self-care behaviors
Increased use of self-care behaviors
Increased satisfaction with care, and improved quality of life
11. General Description of Activities:
List major activities of the project (how do these activities address your goals listed in #107).
Project Implementation: a) Detailed information regarding elements and time schedule; b) steps taken to assure that this
project is financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project and
related experience with program and project implementation; d) amount of volunteer and agency staff time needed to carry
out the project).
Activities and Timeline:
July 1 - 31, 2000
Perform chart review of all clients with chronic illnesses and determine baseline data
Develop a Knowledge and Self-Care Behaviors Assessment for clients with DM and HTN
Develop and implement a tickler file for medication use and disbursement
July 1, 2000 - June 30, 2001
Enroll each eligible client in the Patient-In-Need Program (PINP)
Purchase glucometers and test strips for clients in need of them
For each client with DM and/or HTN provide the services listed in Objectives in Section 9 of this proposal
June 1 - 30, 2001
Evaluation of program, to include: comparison of health outcomes to baseline data, assessment of client and
staff satisfaction with program, and recommendations for changes to program
Personnel Involved: (please see attached pages)
12. If funds are not awarded, will the project/program continue?
Yes No X
If partial funds are awarded, will the project/program continue?
Yes X No If yes, at what level?
We would need to consider staffing the position at 3/4 or 1/2 time.
This program would not be feasible if this position were funded at less than 1/2 time.
13. If funds are awarded, will the project/program continue after the CDBG funds end? Yes X No
14. Ust the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such
as salaries, travel and other administrative expenses for operational funding. Use categories such as property acquisition,
architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. Please
include the cost of an audit for any project over $300,000 and other items listed under Budget Considerations in the
Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in-kind
or cash, and check if the funds are anticipated or committed. DOCUMENT COSTS WHENEVER POSSIBLE.
PLEASE NOTE: The Housing and Community Development Commission may request a copy of your overall agency budget.
BUDGET BREAKDOWN Please place an X in box that applies.
Type Status
EXPENSE CATEGORY CDBG OTHER LIST SOURCE OF OTHER In- Cash Antic. Comm.
FUNDS FUNDS FUNDS Kind
(e.g. salaries, acquisition, rehab)
If possible, please prioritize
the budget
Salary/benefits $ 38,200
Educational
Materials $ 100
Medical Supplies $ 1,200
TOTALS $ 39,500 $
15. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds
(include anticipated dates of funding awards or decisions).
a) local churches - we have received no response to our July 1999 requests
b) Wellmark Foundation - proposal due February 21, 2000;
Decision to be made April 2000, with funding to be awarded June 2000
c) Mercy Foundation - we will request funds on January 19, but we have been told they do not usually provide
funds for salary
16. Have you received CDBG funding in the past?
Yes X No (If Yes, what year{s) did you receive the funding, state the dollar amount received each
year, and how much of each award was a grant, conditional loan and/or repayable loan?) If former projects are
underway please indicate the amount of funds remaining to be expended.
1992 Laboratory Construction $6,000 grant, $6,000 conditional loan
1996 Clinic Renovation $37,776 grant, $25,000 conditional loan
17. Does the proposed project pay property taxes? Yes __ No X
If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes __ No
If 'yes", what is the percent of full taxes paid? % and amount paid $
18. Discuss your organization's policy for obtaining input from low-income persons potentially benerning or affected by
the proposed project and your policy for obtaining feedback once the project has been completed. If applicant is a
nonprofK, please include evidence (such as minutes of a meeting) that the proposed project has the support of the
organization's Board of Directors.
· The clinic annually utilizes a Client Satisfaction Survey to gather feedback regarding current services and
identify other services needed.
· The Patient Services Coordinator annually conducts a Quality Assurance Survey, through which clients are
contacted by phone for feedback regarding services they have received.
· Every two years FMC utilizes an Inter-agency Satisfaction Survey to help identify unmet needs of low-income
persons.
· This program will utilize a feedback tool specifically designed to determine needs of clients with DM and/or
HTN. It will be administered at the beginning of the program and again after the first year.
We have attached minutes from a Board of Directors meeting to document our BOD's support of a nurse case
management program.
APPLICATIONS SHOULD BE RETURNED BY 12:00 NOON, JANUARY 18, 2000, TO:
City of Iowa City
Dept. of Planning & Community Development
410 E. Washington St.
Iowa City, IA 52240
319-356-5230
stephen_long@iowa-city .org
shared~commdev~hcdc%FY01 apps%nonhsng2.d~
Personnel Involved:
· Maureen Connolly, MD - 20 hours/week
FMC Medical Director and Staff Physician
Dr. Connolly's Curriculum Vitae is attached
· Jane Thomas, BSN - 40 hours/week HIV Program Coordinator
Administers FMC's state HIV counseling and testing site; plans and implements HIV prevention program
BSN from University of Iowa College of Nursing
BA in Secondary Education and English from Westmar College
Five years of volunteer experience and one and 1/2 years of clinical experience with clients at FMC
· Barbara Vinogmde - will support and interface with this program as needed
Patient Services Coordinator
Coordinates clinics and oversees health care services of all FMC clients
· UI fourth semester nursing students, when they are assigned to FMC, will be trained and involved in assisting
nurse with nursing services and case management
· 15I nursing faculty and graduate students will provide technical assistance in development of the program
· FMC utilizes the assistance of more than 200 volunteers; volunteers will be included as appropriate to support
this program
III
CURRICU~ UM VITAF
Personal nata
Name: Maureen A. Connolly, M.D. Current Address: 1313 Grissel Place
Iowa City, IA 52245
Birthdate: 10 August 1956
Place o~ Birth.: Jersey City, N~ Telephone: 31.9-337-4459, (work)
319 351-2393 (home)
E-mail: MAC81185@aol. com
Marital Status: Marded, 4 chgdren
Fd: ~-~tional Rackgo, md
1987-1988: Fellow in Pulmonary Medidne
Clinical Assistant, Internal Medicine
University of Arizona Health Sdences Center
19&5-1986: ChiefMedical.Resident
St. Vincent Hospital and Medical Center, New York, NY
1983-1985: Medical Resident
St. Vincent Hospital and Medical Center, New York, NY
1982-1983: Medical Intern
St. Vincent Hospital and Medical Center, New York, NY
1978-1982: Geor etown University School of Medicine Wa,~inton, D.C.
1974-1978: Georgetown University College of Arts and Sciences Washinton, D.C.
Degrees Received
May 1982: M.D., Georgetown University School of Medicine
May 1'978: B.S., Georgetown University College of Arts and' Sciences
Honors and Awards
1985: Selected to be Chief Medical Resident
St. Vincent Hospital and Medical Center
1982: Award for Excellence in Neurology
Georgetown University School of Medicine
1982: Graduatedcumlaude
Georgetown University School of Medidne
1978: Graduatedcumlaude
Georgetown University College of Arts and Sciences
1977: Nominated for Rhodes Scholarship
1974: Full four year National Merit Scholarship
1 icences and Ceffificates
Iowa State Medical License, number 27523
Diplomate, Amedcan 'Board of lntemal 'Medicine (1'985)
Registration
Controlled Substances Registration
Federal Drug Enforcement Administration
~owa Boardof Pharmacy Examiners
Professional Memhersh~s
American Public Health Association
Fy, Derience
1997-present: Medical Director and Staff Physidan
Iowa City Free Medical Clinic
'Iowa City, 1A
1990-1991: Assoc~te, Towncrest Internal, Medicine
Staff Physidan, Mercy Hospital
Iowa City, IA
1989-1990: Director, Medical Walk-In Clinic
:EJc~,N,~hborhood Health Center
1987-t989: Staff R'rysican, Internal 'Medicine
El Rio Neighborhood Health Center
Tucson, AZ
1988-1990: Medical Director, AIDS Education Consortium
TEI Rul RcRs~iionio,Nffhborheo Health Center
1987-1988: Clinical Assistant, Internal Medidne
~986-1987: Attending Physician, Ambulatory Cam Medicine
Attending Physidan, Family Care Clinic and Medical Clinic
Bellerue Hospital C.,ente, r
New York, NY
Clinical Assistant, Internal Medidne
New York University
.New YoFk, NY
Contin, ~ing Medical I=d, ~.,ation
Fumished upon request
tfq
Minutes of the Meeting of the
Iowa City Free Medical Clinic
Board of Directors
Wednesday, November 17, 1999
Members Present: George Bergus, Ginny Blair, Jacqueline Croat, Graham Dameron, Judy
E!lyson, Nona France, Linda Murray, Joel Rand, Gretchen Rice, Leonard
Roberts, John Sopher
Members Absent: Barbara Russo Johnson, David Rosenthai, Dave Sehuldt, Dale Wallerich, Bill
Wirth
StafE Mary Dole-Ritter, Samira Pickup, Barbara Vinograde
Guest: Therese Phi!li ps
Call to Order and .Introductions. John Sopher, Chair, called the meeting to order at 6:10 p.m. and
led introductions. Everyone welcomed new Board member Nona France.
Approval of Minutes. Members discussed Dental Clinic scheduling and the need for additional
space and equipment, issues which had been raised in a presentation by Dr. Stiles at the previous
meeting. The minutes of the September 15, 1999 meeting were approved as distributed.
Johnson County Needs Assessment Study. Graham Dameton discussed funding and priority-
setting for the Free Medical Clinic, suggesting four criteria to consider in planning: 1 ) the
Johnson County Department of Public Health (JCDPH) philosophy and policies; 2) the United
Way Capacity Assessment scheduled for completion in March 2000; 3) the JCDPH Community
Needs Assessment Profile planned for release in July 2000; and 4) the Healthy Iowans 2010
Goals and Objectives. He distributed copies of the JCDPH statement of Vision, Mission and
Essential Public Health Services which serve as the Department's blueprint for the future, and a
preliminary summary of the goals of Healthy Iowans 2010. He explained that the United Way
and the JCDPH are currently developing and conducting assessments which aim to identify gaps
between community perceptions of need, actual needs, and services provided. Once completed,
these analyses will be used to direct resources and educational efforts appropriately.
Mr. Darneron suggested that in seeking funding it will be important to consider how the Free
Medical Clinic' s services and goals fit within the broader context of community priorities. He
also discussed a trend toward outcomes-based reporting and stated that United Way agencies
may soon be asked to identify specific goals, benchmarks and performance indicators in their
reporting.
Mr. Dameron announced a public forum with Governor Viisack, scheduled tbr the evening of
Thursday, December 9, 1999, at the Iowa City Public Library. The topics will be health care and
budget priorities for the tobacco settlement funds.
c : imv. documents~board of direetorsXmin- 111790.doc
M~nutes, Free Medical Clinic Board of Directors page 2
}Fedne,'w;lay, November 17, 1999
Fundraising Committee Report. Ginny Blair reported on activities of the Fundraising
Committee. The annual appeal letter will be mailed at the end of November to an expanded list
of potential donors. Committee members will follow up with personal telephone calls to
churches receiving the letter. She distributed flyers suggesting a holiday gift of a charitable
contribution to the Clinic in the name of a loved one. Donors will receive a certificate to send to
the recipient. Ms. Blair also announced a demolition project scheduled for December 5 and 6,
1999 at which a donation to the Free Medical Clinic will entitle donors to operate the backhoe
for several minutes.
HIV Coordinator / Nurse Case Manager. Sandy Pickup introduced discussion of staffing. She
stated that 50 percent of the funding for the HIV Coordinator position is currently provided by a
grant from the Greater Cedar Rapids Foundation, which ends in June 2000. Clinic staff propose
to fund a Nurse Case Manager position by applying for $19,000 from the Well'mark Foundation.
Len Robens had artended the Wellmark Bidders Conference, and will work with staff to submit
an application. Staff will also look for other sources of funding. The proposed role of the Nurse
Case Manager would be: 1 ) to help patients file forms and applications for assistance programs;
2) to provide continuity of care and patient education to the increasing population of diabetes and
hypertension patients seen in the Clinic; 3) to develop educational resources for the Clinic's
Spanish-speaking patients; and 4) to develop outcomes-based reporting. It was the consensus of
the Board that this change in staffing makes sense and the requisite funding is worth pursuing.
Volunteer / Board Development Committee Report. Gretchen Rice distributed a Purpose and
Goal Statement written by the Volunteer / Board Development Committee. She explained that
the Committee sees its roles as supporting Clinic staff and facilitating the work of the other
Board committees. The Committee hopes other committees will develop goal statements to be
compiled and discussed at the Board level. Such goal statements would aid in planning and
setting priorities for the Board as a whole and would become part of an orientation packet for
new Board members. It was the consensus of the group that this activity would encourage cross-
pollination of ideas between committees, would help to clarify the role of the Board and
committees, and should be pursued. Each committee agreed to meet and develop committee
goals for discussion at the January meeting of the full Board.
Mary Dole-Ritter reported that two new physicians have volunteered to staff clinics as a
result of a recruiting letter recently mailed to local physicians. She also discussed her recent
tours of several free clinics in the Des Moines area and efforts to develop a coalition of free
clinic directors.
Five-Year Plan. The Clinic 's five-year plan had been distributed at the September meeting.
Sandy Pickup asked that Board members read the plan and provide feedback to staff.
Off-Site Estimates. Sandy Pickup reviewed the estimate of costs to operate an outreach clinic,
which had been distributed at the September meeting. Discussion ensued regarding
demographics and the feasibility era mobile medical unit. The consensus of the group was to
continue exploring options.
Title Changes. Barbara Vinograde introduced discussion of title changes. The issue was
referred to the personnel committee for review before consideration by the full Board.
c : ~ay documentsIboard of directors~in- I 11799. doc
FYOf CDBG and HOME FUNDING REQUEST FOR ALL HO~ <~000 """
Project Name: Walden Hills Rental Housina-Phase II
Type of Project: New construction of 100% accessible rental housina for disabled households and
elderly households.
GENE~L INFORMATION
1. Lead Ap~icant Name Iowa CiW IHA II Limited Pa~nershiD
Applicant Address P.O. Box 1226; 319 E. Washington St. ~111 Iowa CiW 52244
Contact Person Robe~ P, Burns, Manaoer Ti~e Burns & Burns,L.C., General Panner
Phone Number 319-338-7600 Fax Number 319-337-2430
E-mail Address jesseb~avalon.net
2. Secondary Applicant (if applicable)
Applicant Address
Contact Person Title
Phone Number Fax Number
E-mail Address
3. Type of Applicant (check one):
Community Housing Development Organization
Private non-profit organization
X Private for-profit, individual or partnership applicant
Public Organization
4. Federal Tax Identification Number: 42-1478064
5. Amount of Funds Requested
HOME $ grant $ 275,000 loan
CDBG $ grant $ loan
SUB-TOTAL ~ grant ~ 275,000 loan
TOTAL REQUEST ~ 275,000
If a loan is requested, nlease indicate the applicable loan terms: Years
Principal and interest (amortized loan) 1% 30 yr.
Principal and no interest (amortized loan)
Principal and a balloon payment
Conditional Occupancy Loan (future repayment)
Declining Balance Lien (forgiven over time)
Other: (explain)
2
6. Provide a brief description of the proposed project (p/ease limit response to this space).
Walden Hills Rental Housing II will provide 100% accessible, affordable rental housing for disabled
households and elderly households in a diverse neighborhood (Walden Hills Subdivision) of housing types
and income levels and in close proximity to new retail services (Fareway, Hartig Drugs, etc.) in western
Iowa City. The housing will encourage and support disabled households and elderly households in
achieving their highest degree of self-sufficiency by providing all dwelling units as handicapped accessible
and by including common areas for support services offered by Iowa City providers and the applicant.
The housing also will be available to homeless seeking permanent housing as they move on from
transitional housing. In addition to the provision of quality, 100% accessible and affordable housing, the
applicant will offer financial and nutritional counseling services to the tenants of the new development.
Such services will help tenants to become self-sufficient and to maintain their health and their housing.
Residents will also be able to age in place as they utilize the support services that will be offered in
common areas.
The project site is properly zoned and all infrastructure is in place. The City HOME loan of $275,000 will
be highly leveraged with five other sources of financing that total $2,555,884 or $9.29 for every $1 of
City HOME funds. The affordability period is 20 years under the State and City HOME programs, and 50
years under the Low Income Housing Tax Credit program for all 30 dwelling units. The cost/benefit to the
City is $38.19 per month per resident or $458 per year per resident, which all is re-paid to the City for re-
USe.
All National Objectives of the HOME program will be met.
a. HOME objective - Safe and decent affordable housing.
Project - new construction, 30 accessible dwelling units for disabled households and elderly
households at the fair market rent.
b. HOME objective - must benefit persons/households below 80% median family income (MFI)
Project - all units will be leased to households below 60% MFI.
c. HOME objective - 90% of HOME assisted units must be targeted to persons/households below 60%
of median family income (MFI)
Project - priority of all vacant units to households 0-30% MFI and Section 8 certificates
40% of units leased to households below 50% MFI.
100% of units leased to households below 60% MFI.
7. Please list amount of CDBG and/or HOME funds received within the last three City fiscal
years and the status of the project(s) undertaken. (City fiscal year July I to June 30)
Fiscal Year Funds Received Budgeted Amount Amount Expended (to date)
FY98 (July, 97 - June, 98) None None
FY99 (July, 98 - June, 99) None None
FY00 (July, 99 - June, 2000 $275,000 ~0'
* Phase I is under construction, on schedule, and in regulatory compliance. All prior projects
have been completed and are in regulatory compliance.
7b. Does the proposed project pay property taxes? Yes X No
If property taxes are not paid, does the proposed project make a Payment In Lieu of
Taxes? Yes __ No __ If "yes", what is the percent of full taxes
paid? __% and amount paid $
8. Briefly describe the project goals for providing or assisting in the preservation or
expansion of affordable housing in Iowa City, and how the project will benefit the
targeted income group (e.g. goal of providing rental housing to lower income persons
without use of Section 8 rental assistance or level of subsidized rent compared to market
rates).
The project will expand affordable rental housing by constructing thirty new, accessible dwelling units for
disabled households and elderly households with rents at the HUD Fair Market Rent (FMR).
Without the use of rental assistance, the 28 one-bedroom project rents (including utility allowance) are
affordable to a one person household at 47% median family income (MFI) and to a two person household
tll
3
at 41% MFI. Similarly, without rental assistance, the 2 two-bedroom project rents (including utility
allowance) are affordable to a two person household at 53% MFI and to a three person household at 47%
MFI. Percentage of MFI are based on 1999 income limits. The proposed rents will benefit households at
an even lower MFI when 2000 income limits are released.
9. Describe in detail the project location, address(es), (provide maps and/or drawings), type
of project (new construction, acquisition, rehab, tenant based rent assistance or
downpayment assistance), total number of units and number of units assisted with public
funds_.
The project is new construction of 100% accessible and affordable rental housing units. Total number of
units and units assisted with public funds is 30. The project is located at Phase II of Lot 53, Walden Hills
Subdivision and consists of 28 one-bedroom and 2 two-bedroom accessible dwelling units in a 3-story
elevator building. Lot 53 is 8.66 acres located north of Rohret Road, east of Hvvy. 218 and west of
Shannon Drive. Lot 53 is part of a new 40-acre residential subdivision that is being developed to promote
a diversity of housing types and income levels. Phase II is designed to stand-alone but there are three
other phases each with similar 30 unit buildings. Phase I is under construction.
10. Please detail a complete budget including the proposed sources and uses of funds for the
project. Include all other funding requested for the proposed project to be completed (e.g.
infrastructure improvements). Where possible use third party documentation for project
costs.
PROJECT USES COST THIRD PARTY DOCUMENTATION
Construction 1,827,584 (Moore Const. Co. Construction Management)
Construction Contingency 10,000 (Moore Const. Co. Construction Management)
Architectural/Engineering 91,879 (Burns; K. Moser; Van Winkle Jacob)
Third Party Inspection/Davis-Bacon Compliance 11,485 (Van Winkle Jacob Engineering)
Surveying and Platting 12,150 (MMS Consultants)
Environmental 5,000 (VanWinkle Jacob Engineering)
Construction Interest 121,178 (Hills Bank & Trust Co.)
Construction loan fee 20,720 (Hills Bank &Trust Co.)
Real Estate Legal 10,000 (Leff, Haupert, Traw & Willman, LLP)
Legal/Partnership 10,000 (Morain, Burlingame & Pugh, P.L.C.)
Accounting Cost Certification/Audit 19,750 (RSM McGladrey, Inc.)
Tax Credit Fees 23,220 (Iowa Finance Authority)
Permanent loan fee 4, 101 (Hills Bank & Trust Co.)
Reproductions Plans and Specs. 8,000 (Technigraphics, Inc.)
Market Study 5,000 (Rick E. Lewis, MBA/Analyst)
Site Appraisal 2,500 (Cook Appraisal Commercial Valuation Research)
Development Appraisal 3,000 (Cook Appraisal Commercial Valuation Research)
Property Taxes during Construction 5,000 (City Assessor)
Land 238,500 (Southgate Development Inc.)
Organizational 500 (Morain, Burlingame & Pugh, P.L.C.)
Developer Fee/Overhead 361,317 (NCSHA, IFA, IDED Guidelines)
Initial O&M 40,000 (National Management Corporation)
Total Uses $2,830,884
PROJECT SOURCES
Iowa Finance Authority-HAF Loan 30,000 (Waiting IFA rules)
IDED-HOME Loan 700,000 (Submit w/LIHTC application;waiting IFA rules)
City of Iowa City HOME Loan 275,000 (This Application)
Hills Bank &Trust Co. 205,064 (Commitment dated January 17, 2000)*
Equity from Affordable Housing Tax Credit 1,600,100 (Commitment dated January 14, 2000)*
Hills Bank and Trust Co./Waived loan fee 20,720 (Commitment dated January 17, 2000)*
Total Sources 2,830,884
· Commitment letters are attached for each award of funds.
11. Please complete the table below showing the types and amounts of funding being
requested for the proposed project.
Funding Source and Type of Funds Amount of Funding Requested
Iowa City CDBG (public) 0
Iowa City HOME (public) 275,000 loan
State of Iowa HOME (public) 700,000 loan
Iowa Finance Authority (public) 30,000 loan
City of Iowa City - Tax Increment Financing (public) 0
City of Iowa City - Tax Abatement or Exemption (public) 0
Applicant Contribution of Equity (private)
Private Lender Financing (private) 205,064 loan
Low Income Housing Tax Credits (private) 1,600,100 equity
Private Foundation(s) (private) 0
Volunteer Labor and/or In-kind Donations (private) 20,720 (waive loan fee)
Other Private Reources (private) See lib, second paragraph
Total of Private Funds $ 1,825,884 (al
Total of Public Funds ~ 1,005,000 Ib)
TOTAL PROJECT FUNDING $ 2,830,884 Ic) (sum of lines a and b)
Number of Units 30 (d)
Requested Public Subsidy Per Unit $ 33,500 (line b divided by line d)
Total Cost Per Unit $ 94,363 (line c divided by line d)
NUMBER of UNITS ASSISTED WITH PUBLIC FUNDS 30
11 b. If partial funds are awarded, will the project/program continue? Yes~ No X
If yes, at what level?
For every dollar less of City HOME funds, the applicant will lose $3 in State HOME funds from Iowa
Department of Economic Development (IDED). State funding sources are expecting local communities to
lead the way and the ability to secure State funds depends on the City's identified commitment in the
form of local funding. Furthermore, other committed sources are dependent on this project being funded
in this application cycle. The City HOME loan leverages other financial resources to finance construction
and long term debt at interest rates and terms that will keep rents affordable. Any reduction of City
HOME funds would raise rents. Applications for Low Income Housing Tax Credits (LIHTC) and a Housing
Assistance Fund (HAF) loan will be made to the Iowa Finance Authority in the spring of 2000. The
applicant has a construction loan from the Hills Bank and Trust Company to purchase the project site and
construct improvements. Permanent financing has been committed by the Hills Bank. The construction
loan origination fee will be waived by the Hills Bank.
The project leverages human resources by providing 100% accessible affordable housing to residents who
need the services of social service agencies that will support disabled households and elderly households
at the project such as IMPACT (University of Iowa Mental Health Clinical Outreach), Pathways Adult Day
Health Center, Hillcrest Family Services, Life Skills, Evert Conner Center Senior Dining, Iowa City Public
Housing Authority and Elderly Services Agency. Attached to this application are some of the letters from
local support service providers that have made a commitment to serve the tenants of this project. These
agencies need affordable rental housing to be available in order to administer to their clientele, and operate
their program. The applicant's general partner currently operates the Citizen Building Apartments under
litO
5
similar circumstances and arrangements with social service providers. Additionally, the applicant will
leverage human resources by making the commitment to provide nutritional and financial counseling
services to tenants. Group counseling services will be available quarterly and individual meetings will be
arranged for a new resident who occupies a vacant unit after initial occupancy.
12. Program regulations require a 25% match for HOME funding only. Describe how your
organization or the proposed project will help the City of Iowa City meet this match
requirement for local HOME funds. If the proposed project is requesting HOME funds
from the State of Iowa please describe how the project will meet this matching
requirement without the use of City funds.
Local HOME Funds Requested $ 275,000 x .25 -- $ 68.750 Local Match
State HOME Funds Requested $ 700,000 x .20 = $ 140,000 State Match
Two sources of match are provided. The first is $10, 113 in eligible match from the net present value of
the difference between interest rates of an Iowa Finance Authority HAF loan and a market rate loan. The
second is $20,720 in eligible match from Hills Bank and Trust Company's waiver of their normal 1% loan
origination fee for construction financing.
The Iowa Department of Economic Development has banked match sufficient to make up for State match.
13o To help promote the efficient use of federal, state and local funding please describe how
the project will maintain longer-term (in excess of proeram reeuirements) or permanent
affordability. Describe how the project will provide for affordable housing at rental rates
lower than those in the existing rental market.
Longest Required Affordability Period 20 (years) Proposed Affordability Period 20 (years)
Long term affordability will be maintained for 20 years under the Iowa Department of Economic
Development (IDED) and City HOME program. An additional affordability commitment will be made by the
applicant for 50 years under the federal Low Income Housing Tax Credit program that is administered by
the Iowa Finance Authority.
Rental rates will be set at the HUD Fair Market Rate making units eligible for rental assistance from the
Iowa City Public Housing Authority Section 8 rental assistance program. Rents shown are after deduction
of utility allowance of $60 for 1BR and $77 for 2BR.
The table compares project rents and fair market rents with average rents from two independent market
studies
Project Rents Fair Market 8th Annual Independent
Rents Apartment Market Study
Survey * Survey * *
1 BR $386 $386 $524 $510
2 BR $497 $497 $607 $590
· Cook Appraisal Commercial Valuation Research Group, Iowa City, IA, 1999.
· * Rick Lewis, MBA, Market Analyst, Phoenix, AZ, Letter update January 14, 2000
14. Briefly outline the proposed timetable for the commitment and expenditure of the funding
being requested (include other project factors such as rezoning, construction schedule, or
application(s) for other funding). Please Note: if funded, this schedule will be used for any
project a.ereernent for the use of CDBGWOME fundine.
Date. Description of Activity
July 1, 2000 Beginning of City Fiscal Year and Project Start Date
Current Status Site properly zoned.
April 1, 2000 Apply for State HOME loan from Iowa Department of Economic Development
April 1, 2000 Apply for Low Income Housing Tax Credits and Housing Assistance Fund loan from Iowa
Finance Authority.
July 1, 2000 Issue notice to proceed with construction
July 1, 2000 First construction draw; begin expenditure of HOME funds
June 30, 2001 Complete construction; certificate of occupancy
June 30, 2001 Permanent financing put in place
June 30, 2001 Pay off construction loan; complete expenditure of HOME funds
June 30, 2001 Start move-in of residents
June 30, 2001 Complete HOME regulatory compliance documentation and AHTC project cost certification
15. Please provide evidence of your organization's capacity and experience to undertake and
complete the proposed project within the established timetable and budget (include
evidence of financia/ commitment(s) including terms and amounts).
Ownership and management is based in Iowa City at the office of the general partner, Burns & Burns,
L.C., by Robert P. Burns, member/manager and Jesse D. Burns, member. They have developed and
currently manage 148 units of housing in Iowa City/Johnson County and 831 additional units throughout
Iowa and in Illinois and Wisconsin. Robert P. Burns is an architect, real estate developer and property
manager with affordable housing experience since 1978. Jesse D. Burns is a real estate developer and
property manager since 1993. Together Burns & Burns represent two generations, one with over 20
years experience in affordable housing and the other with youthful dedication to carry on well into the
21st century. Burns & Burns has developed 40 affordable housing projects using multiple sources of
financing and each one has been on time and within budget. Robert P. Burns has been invited to speak
on housing issues by the Iowa Legislature and Iowa Department of Economic Development. Costs are
documented and project is ready to proceed. Additionally, applicant's staff have experience in addressing
the special needs of disabled households and elderly households. Staff includes a full time project
architect, project planner/social services coordinator and two other full time staff members.
Financial commitments have been received in writing from the following sources for the terms and
amounts shown:
'1. $205,064 permanent loan, 9%, 15 yr. term, 25 yr. amort. Hills Bank & Trust Company January 17,
2000
*2. $2,072,000 construction loan from Hills Bank & Trust Company is in place.
*3. $1,600, 100 equity commitment from Columbia Housing Partners Limited Partnership
* Commitment letters are attached for award of funds.
The award of City HOME funds will document local support that is required in applications for Low Income
Housing Tax Credits and State HOME funds that will be submitted in the spring of 2000. City HOME
funds would be the catalyst for other financing.
16. Tell us why this project is needed {include information from market studies or other
supporting documentation) and how it will fill a gap in the City's housing market. In
addition, describe how the proposed project addresses the priorities, strategies and goals
cited in the CITY STEPS Consolidated Plan and the Maxfield Housing Market Analysis.
(Please specify the ONE MOST applicable priority need and priority need level, as shown in CITY
STEPS)
Table IV.2 of City Steps is the City's own estimate of how federal funds received by Iowa City will be
allocated over the next five years. Table IV.2 estimates $1,500,000 for 125 units of new construction of
rental housing will be allocated between FY2001 and FY2006. This project will provide 30 of the 125
units, or 24%, while only requesting 18.33% of the $1,500,000.
The strategic plan of City Steps calls for production of 200 units of new construction of affordable rental
housing over the next five years. This project will provide 15% of total production for this period.
Paragraph IV.D.1. of the strategic plan of City Steps includes the need to provide housing and supportive
services to persons who are elderly and frail elderly and persons with disabilities. The plan defines
housing and supportive services may include chore services, in-home support services, case management,
education, dependent care, job training and employment services, mental health services, and other types
of housing and services designed to develop independence and self sufficiency (financial counseling,
nutritional counseling, assessment and intervention, congregate meals, services to prevent early or
unnecessary institutionalization). These services will be provided directly by the applicant or through
coordinated efforts of the applicant by Elderly Services Agency, Evert Conner Center, Pathways, Senior
Dining, IMPACT and Hillcrest Family Services, all of which have made written commitments to support
and serve the project. The project's community rooms will serve as additional service sites for these
agencies which will enable these agencies to serve additional clients.
The Maxfield Housing Market Analysis and Demand Estimates for the City of Iowa City commissioned by
the City, recommends for short-term development (through 2005) 485 units of senior housing (325
independent and 160 assisted living). For households with incomes 0-50% of MFI, they estimate a need
for an additional 700 units of subsidized general occupancy housing and 50 units of subsidized senior
housing in the urban area through 2005. For households with incomes of 51-100 percent of MFI, they
estimate a need of an additional 580 affordable general occupancy units and roughly 140 affordable
independent senior housing units in Iowa City urban area through 2005.
The applicant commissioned an independent professional market analyst (Rick Lewis, MBA, Phoenix, AZ)
to conduct a study of elderly rental housing in west Iowa City. The study concludes there is demand for
additional elderly rental housing that exceeds the thirty-unit size of this project. Absorption of units
should occur at a rate of 4 to 6 units per month. The market at this location should be able to absorb
150 units of elderly housing over the next two-year period.
The applicant's general partner developed and manages the Citizen Building Apartments, affordable rental
housing for disabled households and elderly households in Iowa City. It has been 100% occupied since
August 1995 when it opened and has waiting list of 81, 50 with a disability indicated on their application,
without any advertising. 78% of the units at the Citizen Building Apartments are occupied by non-elderly
disabled households. 17% of the units are occupied by disabled elderly households. 5% of the units are
occupied by elderly households.
Non-elderly disabled households fall under small renter households in table IV. 1, Listing of Priority Needs,
in the strategic plan of City Steps. Non-elderly disabled households are the primary target households for
this project.
The ONE MOST applicable Priorihi Need Priodhi Need Level (HiQh, Medium or Low)
1. Small Renter Households/Cost Burden > 50% 1. High (income 0-30% and 31-50% MFI)
This project is also needed because it will address many other priorities established by the City Steps
Consolidated Plan in table IV.1. This project works to meet the needs of a range of households by
supplying quality affordable housing and support services. The following is list of the other priorities that
will be addressed and their priority ranking.
City STEPS Priority Need Priority Need Level (HiQh, Medium, Low)
1. Renter/Small/Cost Burden >30% 1. High (income 0-30% MFI)
2. Renter/Small/Cost Burden > 30% 2. High (income 31-50% MFI)
3. Renter/Small/Overcrowded 3. High (income 0-30% MFI)
4. Homeless Needs/Permanent Housing 4. High (individuals)
a. New construction 30 units rental housing for persons with disabilities and the elderly
b. Provide priority for vacant units, including initial rent up, to 0-30% MFI
c. Provide priority to Section 8 voucher and certificate holders
d. Priority to homeless seeking permanent housing
5. Accessibility Needs 17. High
a. All 30 units are 100% accessible new construction rental housing for disabled households and
elderly households.
6. Renter/Small/Overcrowded 5. Medium (income 31-50% MFI)
7. Renter/Elderly/Cost Burden > 30% 6. Medium (income 0-30% MFI)
8. Renter/Elderly/Cost Burden >30% 7. Medium (income 31-50% M FI)
9. Renter/Elderly/Cost Burden >30% 8. Medium (incomes 51-80% M FI)
10. Renter/Elderly/Cost Burden > 50% 9. Medium (income 0-30% MFI)
11. Renter/Elderly/Cost Burden >50% 10. Medium (income 31-50% MFI)
12. Renter/Elderly/Cost Burden > 50% 11. Medium (incomes 51-80% MFI)
13. Renter/Elderly/Overcrowded 12. Medium (income 0-30% MFI)
14. Renter/Elderly/Overcrowded 13. Medium (income 31-50% MFI)
15. Renter/Elderly/Overcrowded 15. Low (incomes 51-80% MFI)
16. Handicapped Services 16. Medium
a. Provision of support services that include financial and nutritional counseling to assist residents with
achieving self-sufficiency, healthful living, and in maintaining their housing.
b. New construction of 100% accessible housing with common areas designed to accommodate
services for disabled households and elderly households. Common areas include a kitchen, dining
8
area, public restroom, conversation lobby, reading library, audio-video library, laundry on each floor,
exercise room and limited access entry with intercom to each unit.
c. Central mail delivery area off conversation lobby to encourage interaction of residents and to monitor
pickup.
d. On site office for site manager to identify individual needs of residents.
17. Senior Services 18. Medium
a. See the provisions listed under Priority 16.
18. Homeless Prevention
a. Through the provision of financial counseling this project will assist low-income households in
maintaining and retaining their existing housing.
Additionally, the City Steps plan identifies non-elderly single persons in the housing needs assessment
under section II.B.l.d. (p. 15-16). The needs assessment states there are approximately 1,123 low
income single households in Iowa City that are not students. Housing needs for these low income single
households are evidenced by the number of persons seeking assistance from the emergency shelters,
most of which are employed but cannot find a rental unit, and the Housing Authority. Non-elderly single
persons are not included in table IV.1 (p.91), Listing of Priority Needs, of the City Steps' strategic plan
even though they represent a significant portion of need in the housing needs assessment as evidenced by
the following table:
City Steps Number of Households
Page 16 6, 126 low-income single households including students
1,123 low-income sinole households that are non-students
Page 14-15 596 low-income elderly households
Page 12-13 2.155 low-income small households
PaGe 13-14 204 low-income laroe households
Non-elderly single persons also are target households for this project.
Furthermore, the FY00 Annual Action Plan, May 1999, showed a housing need for "elderly tenters" as
"high" (186 units) for 0-30% of MFI, "medium" (136 units) for 31-50% of MFI and "medium" (132 units)
for 51-80% of MFI. The FY00 Annual Action Plan showed a housing need for "all other renter"
households which includes all single renter households, disabled and non-disabled, under the age of 62, as
"high." Only 30 units of new rental housing were funded in FY00 that addressed these needs.
17. Discuss your organization's policy for obtaining input from low income persons potentially
benefiting or affected by the proposed project and your mechanism(s) for obtaining
feedback once the project is completed. If applicant is a non-profit. please include
evidence {such as minutes of a formal meeting) that the proposed project has the support
of the organization's Board of Directors.
The applicant contact person is directly involved with the day to day operations, compliance monitoring,
and site management of a rental housing development in Iowa City that targets disabled households and
elderly households with incomes from 0% to 60% median income. The applicant contact person receives
input from existing residents and potential residents on the waiting list. The applicant contact person also
has been involved with the development and/or design of over 72 affordable housing projects throughout
Iowa and in Illinois and Wisconsin. This includes 40 projects having 831 apartments that currently are
being managed by the applicant contact person.
It is the applicant's policy to utilize all related experience and input when developing housing. Specifically
for this project, the applicant has contacted the following organizations for their input and support:
Pathways Adult Day Health Center, IMPACT, Elderly Services Agency, ICPHA, Life Skills, Evert Conner
Center, Senior Dining, and Hillcrest Family Services. Responses include the following testimonials:
"Stable housing is essential for persons with serious mental illness if they are to live productive
and rewarding lives in our community." Elizabeth A. Hradek MA, RN, Clinical Nurse Specialist
IMPACT (Uofl)
"By providing more affordable housing to persons with disabilities you may also be providing them
a place to live where they may have opportunities to grow and recover as well."
Eric Goyke, Program Coordinator
Hillcrest Family Services
9
"Well over half of our 1,865 clients have low incomes .... These people cannot afford the expensive
housing options that seems to be springing up around the city." Jean H. Mann, ACSW, LISW
Executive Director, Elderly Services Agency
"The total number of applicants on the waiting list that are elderly, handicapped or disabled is
126." Maggie Grosvenor, Housing Administrator
Iowa City Public Housing Authority
18. An objective of the City of Iowa City Comprehensive Plan is to promote diverse housing
developments (variety of housing types and a mix of all income levels) please describe
the population this project is to serve and how the project will promote diversity. Please
indicate the number of persons or households that will be served by the proposed project
by income category (see attached table for local Income Guidelines).
Circle Persons or Households
Number between 0 - 30% median income 30 persons or ~households~
Number between 31 - 50% median income persons or households (b)
Number between 51 - 80% median income persons or households (c)
Number between 80 - 100% median income persons or households
Number over 100% median income persons or households (e)
TOTAL 30 Persons or IHouseholds~ (f)
Percent LMI 100% (lines (a+b+c) divided by line f}
Priority for all vacant units, including initial rent up, will be provided to households with 0-30% median
family income (MFI). Priority will be provided to households with Section 8 vouchers or housing
certificates. If all applicants with incomes 0-30% of MFI have been served then applicants with incomes
30-60% of MFI will be offered the vacant units.
Diversity will be achieved through the Planned Area Development Plan that has been approved by the City
Council for Walden Hills Subdivision. Walden Hills is planned to include a variety of housing types that
also reflect affordability by a variety of income levels. There are 249 total units planned consisting of
rental housing (this project of 30 units and three other phases of 30 units each), single family (46 units),
four-plexes (44 units), six-plexes (12 units), three-plex (3 units), eight-plex (8 units) and duplexes {16
units). Furthermore, diversity will be achieved through integration' of households with varying abilities into
Walden Hills Subdivision.
19. As accurately as possible please describe how outcome data indicates that the project
objectives can be met. First, describe the outcome data or key elements the project is
working towards (e.g. units to be rehabilitated). Second, please discuss how these
outcome data will be met by the proposed project,
Each item number of outcome data corresponds with the same number of how they are met by the
project.
Outcome data and key elements: How they are met by the project:
1. Provide decent, safe and sanitary housing. 1. New construction of 28 one bedroom and 2 two
bedroom 100% accessible dwelling units
2. Provide affordable rental housing. 2. Rents at HUD fair market rent.
3. Eliminate cost burden of; 3. Priority for vacant units to Section 8 certificate
-small renter households holders and to households with 0-30% median
-elderly households family income (MFI); without rental assistance
-disabled households rents are affordable to one person households at
47% MFI and a two person household at 41
MFI.
4. Eliminate overcrowding of: 4. New construction rather than rehabilitation or
- small renter households conversion.
- elderly households
- disabled households
5. Assist homeless seeking permanent housing. 5. Priority for vacant units to homeless moving from
transitional housing.
6. Provide handicapped services. 6. New construction of 30 dwelling units and
l0
- Financial counseling common areas designed to accommodate services
~ Nutritional counseling for disabled households. Commitment of services
- Congregate meals from agencies and applicant.
- Assessment and intervention
- Case Management
- Education
- Social Opportunities
- Recreational Opportunities
-Prevention of early or unnecessary
institutionalization
- Services for maintaining health and home
7. Providesenior services. 7. New construction of 30 dwelling units and
- Financial counseling common areas designed to accommodate services
- Nutritional counseling for disabled households. Commitment of services
- Congregate meals from agencies and applicant.
- Assessment and intervention
- Case Management
- Education
- Social Opportunities
- Recreational Opportunities
-Prevention of early or unnecessary
institutionalization
- Services for maintaining health and home
8. Provide for accessibility needs of disabled 8. All 30 dwelling units are accessible.
households and elderly households.
9. Provide affordable housing in a diverse 9. The housing is located in Walden Hills Subdivision
neighborhood. that will contain 249 dwelling units of diverse
housing types and income levels.
10. Encourage disabled households and elderly 10.All dwelling units are handicapped accessible and
households to achieve highest degree of self- common areas are designed for support services.
sufficiency. Provision of support services.
11. Provide independent living to allow residents to 11.Residents will be able to use support services
age in place. offered in common areas as they become needed.
12. Aggressively pursue funding for affordable 12. Project combines five other sources of financing,
housing from federal, state, and private sources federal, state and private, that leverages $9.29 for
to supplement City efforts. (City STEPS every $1 of City funds.
strategy)
13. Utilize Low Income Housing Tax Credits for 13. Low Income Housing Tax Credits by Iowa Finance
development of affordable housing units (City Authority; 20 year affordability period stretches
STEPS strategy) City funds to cost/benefit of $458 per year per
resident or $38.19 per month.
14. Ensure that suitable undeveloped land is zoned 14. Walden Hills Subdivision was rezoned from RS-5
for higher densities (City STEPS strategy) to OPDH-8 with diverse housing types.
15. Pursue infill development of non-conforming lots 15.Walden Hills Subdivision developed 40 acres of
(City STEPS strategy) infill, marginal agricultural land.
16. Provide additional facility space for vital 16. Community room, community kitchen, and
community support service agencies to serve common areas will be made available for use by
more clients. support service providers.
17. Assist disabled households in obtaining support 17. Applicant will offer assistance in obtaining
services. services. Applicant will coordinate service
commitments from other providers.
18. Assist elderly households in obtaining support 18. Applicant will offer assistance in obtaining
services services. Applicant will coordinate service
commitments from other providers.
19. Provide for combination of housing and support 19. New construction of 30 fully accessible dwelling
services for low and very low-income units and the commitment of supportive services
households. from the applicant and other community agencies
to be provided on site.
Proform.. Spread Sheet
FY01 CDBG and HOME Rental Housing Projects 2001 2002 2003 2004 2005 2005 2007 2003 2009 2010 2011 2012
Line Deecriptioe Symbols YR1 YR2 YR3 YR4 YR5 YR6 YR7 YR8 YR9 YR10 YR11 YR12
Revenues
1 Gross Rental Income + G. RENT 141,624 144,228 146,911 149,674 152,520 155,451 158,470 161,580 164,783 168,082 175,240 178,741
2 Other Income + O. INCOME 2,440 2,513 2,589 2,605 2,746 2,829 2,913 3,001 3,091 3,184 3,279 3,378
3 Tenant Contributions + T. CONTRB. 0 0 0 0 0 0 0 0 0 0 0 O
4 Gross Revenues = G. INCOME 144,064 146,742 149,500 152,340 155,266 158,280 161.384 164,581 167,874 171,265 178,520 182,118i
5 Vacancy Loss - VAC (7.081) (7,211) (7,346] (7,464: (7,626) (7,773} (7.924: (8,079: (8,239} (8,464] (8,762 (8,937
5% Vac. Rate x Gross Rent Income
6 Effective Gross Income = EGI 136,983 139,530 142,154 144,857 147,640 150,507 153,460 156,502 159,635 162,862 169,758 173,181
Operating Expenses
7 Insurance 3,200 3,296 3,395 3,497 3,602 3,710 3,821 3,936 4,054 4,175 4,301 4,430
8 Maintenance &Structural Repairs 11,400 11,742 12,094 12,457 12,831 13,21 6 13.612 14,02 1 14,441 14,874 15,321 15,780
9 Management Fees 8,497 8.654 8,815 8,980 9,151 9,327 9,508 9,695 9,887 10,055 10,514 10,724
10 Property Taxes 31,000 31,930 32,888 33,875 34,891 35,937 37,016 38,126 39,270 40,448 41,661 ' 42,911
11 Misc. Operating Expenses* 29,604 30,492 31,407 32,549 33,320 34,319 35,349 36,409 37,501 38,027 39,785 40,979
12 Reserves 4,500 4,635 4,774 4,917 5,005 5,217 5,373 5,534 5,700 5,871 6,046 6,229
13 Total Operating Expenses - OPR. EXP. 88,201 90,749 93,373 96,075 98,859 101,726 104,670 107,721 110,854 114,081 117,630 121,053
14 Net Operating Income = NOI 48,781 48,781 48,781 48,781 48,781 48,781 48.781 48,781 48,781 48,781 52,128 52,128
15 Debt Service (first mortgage) Hills B. 20,651 20,651 20,651 20,651 20,651 20,651 20,651 20,651 20,651 20,651 20,651 20,651
16 Debt Service (second mortgage) IFA 3,154 3,134 3,154 3,154 3,154 3,154 3.154 3,154 3,154 3,154 0 0
16.1 Debt Service (third mortgage)IDED 8,005 8,000 8,003 8,000 8,000 8,000 8,008 8,000 8,000 8,000 14,500 14,500
16.2 Debt Service (fourth mortgage) CITYI.C. 10,614 10,614 10,614 10,614 10,814 10,614 10,614 10,614 10,614 10,614 10,614 10,614
17 Total Debt Service - D/S 42,41 9 42,41 9 42,41 9 42,41 9 42,41 9 42,41 9 42,41 9 42,419 42,41 9 42,41 9 45,765 45,765
18 Csdl FIow = CF 6,363 6,365 6,363 5,363 6,363 6,363 6,363 6,363 6,363 6,365 6,363 6,363
18(b) EquitylnvestmentlnProject 1,600,100 1,800,100 1,600,100 1,603,100 1,600,100 1,600,100 1,600,103 1,600,100 1 100,100 1,600,100 1,608,100 1,600,100
Cash-oe-Cash ROI C__F
19 Cash Flow divided by Equity Investment 0.40% 0.40% 0.40% 0.40% 0.40% 0.40% 0.40% 0.40% 0.40% 0.40% 0.40% 0,40%
Equity Investment in Project
*Historical data fTom existing projects under manegem eat of General Partner.
2001 2002 2093 2004 2005 2005 2007 2003 2009 2010 2011 2012
Line Symbols YR1 YR2 YR3 YR4 YR5 YR6 YR7 YR8 YRO YRIO YRll YR12
Determining Taxes
20 Cash Flow CF 6,363 6,363 6,363 6,363 6,363 6,363 6,363 6,363 6,363 8,365 6,363 6,363
21 Depreciation Expenses - DEPR (91,893] (91,893) (91,893) (91,893; (91,893) (91,893] (91,893) (91,893. [91,893] (91 ,S93] (91,893] (91,893]
22 AmortizaUon of Fees - AMORTZ 0 0 0 0 0 0 0 0 0 0 0 0;
23 Principal Payments + P 14,055 14,088 14,742 15,119 15,522 15,952 16,412 16,905 17,434 18,031 21,943 22,653
24 Reserves + RESERVES 4,508 4,635 4,774 4,917 5,065 5,217 5,373 5,534 5,700 5,871 8,043 6,229
25 Earnings (Loss) Before Taxes = EBTx (66,976) (66,508) (66,015) (65,494: (64,944) (64,362) (63.745) (63,091: :62,396] (61,657} (57,539) (56,668
26 xTax Rate (35% or 0%) x RATE 35.00% 35.00% 35.00% 35.00% 35.03% 35.00% 35.00% 35.00% 35.00% 35.00% 35.00% 35.00%
27 Tax Incurred (Saved) = TAX OR 23,441 23,278 23,105 22,923 22,730 22,527 22,311 22,082 21,639 21,580 20,139 19,834
(SAVINGS)
Cash Flow After Tax
28 Cash Flow CF 6,363 6,363 6,363 6,363 6.363 6.363 6,363 6,363 6,363 6,363 6,363 6,363
29 Tax Incurred (Tax Saved) - TAX (+ SAV) 23,441 23,278 23,105 22,923 22,730 22,527 22,311 22,082 21,839 21.580 20,139 19,934
30 Cash Flow ARef Tax = CFATx 29,804 29,541 20,438 29,286 29,083 28,889 28.674 28,445 28,201 27,943 26,502 26,197
Line Total Benefit Analysis
31 Cash Flow Alter Tax CFATx 29,804 29,541 29,468 29,286 29,093 28,589 28,674 28.445 28,201 27,943 26,502 26,197
32 Rehabilitation Tax Credit + RTC 0 0 0 0 0 0 0 0 0 0 0 0
33 Low-income Housing Tax Credit + LIHTC 214,548 214,548 214,548 214,548 214,548 214,548 214.548 214,548 14.548 214,548 0 0
34 Net Sale Proceeds + NSP 0 0 0 0 0 0 0 0 0 0 0 0
35 Total Benefits Alter Tax = NCFATx 244,352 244,188 244,016 243,833 243,641 243,437 243.221 242,902 42,749 242,491 26,582 26,197
(Net Cash Flow Attar Tax)
0 0 0 0 0 0 0 :0
0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
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Hills Bank
and Trust Company ~ 401 s. Gilbert Street Commi/mcnt on Iowa City IHA TT Limited Partnership - Phase II
· 319-338-1277
This l)erlllanerlt ]oan colllrnitlilent is subi,'ct to the
landroy 17, 2000 1. The project is to have bccn built according to the plans and specifications orj~nnl]y submittcd
with the cons/ruction loan request and verification by the appraiser that the property has
built subject to plans and specifications.
2. A fins] title opinion issued by your attorncy listing Hills Bank and Trust Company as first lien
Mr. l~ob~r~ 1'. Burns holder.
Bums &Bums, L.C. 3. ,~- h~?--cl imurance policy on the propenvy with Hills Bank and Tnst Company nam~ as
319 E. Washington Strcet "mortgagee".
POBox 1226 4. Signcdlienwaivcrssubmittedbythegcnm'alconlnctorandthcsubcontractorspri~W~
Iowa City, Iowa 52244
closing of the pa-mancnt loan,
- 5. ..Gut ability to lemd mon~ to you so tl-~t this loan, when added to the.oTher loan to you and your
P.E: Iowa City E-IA E Lknit~d Parmership - Phase II related roterests, do not exceed our legal lending limit.
Dear Bob: 6. Kobert 1~.Bums pc~'sonally guarantees the permanent ]oan.
We arc catering into these transactions with the understanding that several sources of permanent
Wc have reviewed your application for both a cons/zuction loan and permanent loan for Iowa Cit7 IH~ rr financing as we]] as an equity partner will be obtainccl so that our construction loan will be paid in fuji
Limited Parmcrship - Phase TT and we arc pleased to inform you that w¢ have approv~ you~ r~qucst when the project is completed. Please provide us with the approvals from the various financing sources
subject to conall/iota tistCd below. Wc will waive our 1% loan f~c. as well as from the equity pm-tngr, when they become available.
The consm~tion loan would be in an mount of $1,072,000.00 bascd on the appraised vslue of The validity of this commitrector is subj cot to th~ accunm/of all information, rcpres~talions and material
$2,590,000.00 from a subsidized proj¢ct standpoint. This loan would be a construelion draw loan securcd submitted with and in suplx~rt of; your app]ication for the loan. In the event wc determine that any
by a first mortgage on the propcnl'y at an roterest rate of 8.25%. information or rc, lxcscntations contained in the loan application arc not accuntc or corrcct, we will have
the right to te~mi,,=t~ this commitment, whereupon we will have no further obligation thcmaft~.
This loan would be subiect to the fol]owin~ conditions:
If you algrce with the terms of this letter and wish to proceed with the transaction, I would ask that you
1. A preliminary title opinion allowing us to hold a first mortgage on the project. acknowledge a copy of this ]¢tte~ by signing who're we have indicated at the bottom and rran'ning it to
2. Bui]cler's risk insurance covcrage with our bank named as mortgagee. You may ke~-p the copy for your records.
3. P,.ec¢ipt of paym~ni and pedormance bond on behalf of the gc'n~'a] conlractor.
4. IfthCpropc'rtysecu~ingthis]oanisdesi~atedtobeinafioodzone, fioodinsunncewillbe This commitmcnt wil] expire on July l4, 2000. Ifthc]oandocsnoTcloscwithinthattimepcriocl, plcas¢
requital. , contact mc and we can negotiate an extension.
5. Our mortgage is to be sillned and recorded prior to any earth-moving, excavation or construction
beginning on the site. We appreciate th~ oppormmty to b¢ involved in another quality rental housing project. This project is
6. Th~an.~vi~b~f~rat~f~r`=y~arwithany~``m~-usi~st~ben~g~tiat~pri~r.t~maturi-ty. another good mdicalion ofyour deSire to help low and modera~e income pcopie. Pl=asegontactme
7. Our ability to kind money to'you so that this loan, when added to other loans to you and your should you have any questions regarding this commitment.
related roterests, do not exceed our legal lending limit.
g. This corrrmilment is valid for a term of six months from the date of the letter. S
9. Robert P. Burns personally guarantees the construction loan.
rate of 9.00 %. This loan will be amortized for a period of 25 years with a 15 year balloon. At the end of '
ten years the loan would be due and payable. The unpaid balance would be subject to and qualify for a
rc'newal based on the then existing loan rote and terms.
1UR/hnd
CONFIRMATION
Robeat P. Burns Date
· ~3~ Main Street, Hills, low8 52235, 319-679-229~ · 140~ South Gllberl Street, lows City, iowa 52240, 319-338-1277 Bllrns & BLII'rlS, L.C,
· 1009 2ncl Street, Coralvllle, iowa 52241, 319-351-8000 · Highway 965, North LiDerly, Io~a 52317, 319-626-2381
· llastsiOe, lows (DIP], Iowa 52240, 319-338-338~ · 132 E. Washington Street, lows City, iowa 52240. 319-35~-3337
Iowa City IHA IL Limiied Pm-mership Iowa City
September 21, 1998 Sepmmber 21, 1998
Revised October 12, 1999 Revised October 12, 1999
Revised January 14, 2000 Revised Janunry t4, 2000
Page 2 Page 9
3, CAPITAL CONTRIBUTIONS TO TffE GENERAL PARTNER
C. In the event this transaction is not consummated as a result of actions by the General Partner,
A. Assuming the fo~going material assumptions are accurate and subject to the terr~ set forth in including but not limited to: (i) failure to negotiate in good faith, (ii) inability to provide
this letter of intent and the Partnership Agreement, the Investment Limited Partner agr~ to documentation n~cessary for closing, (iii) sale or intent to sell an interest in the Partnership to
make capital contributions to the Partnership in an amount equal to 99.00% of the total another purchaser, or (iv) any misrepresentation of a material factual matter, the General Partner
forecasted tax credit (the "Capital Contribution"). The Capital Contribution is expected to be shall reimburse (=PS for all of its due diligence and transaction costs, including but not limited to
$1,600,000, payable in installments. Each installment is due within five (5) business days of the legal expenaes, appraisals and market studies, environmental and engineering reviews, and site
Investment Limited Partner's receipt and approval of documentation evidencing the satisfaction visits.
of the installn~nt's and previous installments' conditions as follows:
The General Partner acknowledges that this letter of intent contains confidential information and agrees
$800,000 or 50% of the Capital Contribution (the "First Installment") upon the later of: not to disclose either o~ally or in writing its contents to any third party other than the C~neral Partner's
i) fully executed Partnership A~'eement, accountant(s) and attorney(s), without the express prior written consent of C'PS and further agrees to
ii) the Property and Partnership due diligence documents including but not limited to advise its representatives that such r~presentatives shall not disclose either orally or in writing the
(a) valid tax credit reservation, (b) carryover allocation and written certification contents of this letter of intent.
from an independent accountant/CPA of carryover basis and bac~p
documentation evidencing costs, if applicable, (c) an owner's title insurance Please acknowledge you~ agreement to the afur~mentioned terms by signing in the space below and
policy or an endorsement thereto issued to the Partnership meeting the returmng the original. Should you have any questions, please do not hesitate to call. We look forward to
requirements of Condition 8(G), (d) fully execumct construction loan closing working with you on this and future partnerships.
docun'~nts, (e) valid written commitment from the permanent lender, and (f)
proper issuance of building permits and all regulatory approvals necessar~ for Sincerely, Agreed and Accepted:
constl-uction star~,
iii) the General Partner's attorney opinion letter which shall include verification thatCOLUMBIA PORTFOLIO SERVICES IOWA CITY H:IA H
the General Partner's retainage of less than 1% interest in the Partnership complie~LINtITED PARTN'ERSHIP LI]V[ITED PA_RTNEP, SI-HP
with state law and all Property and Partnership documents, and
iv) a tax opinion issued by the Investment Limited Partner's counsel; By: Columbia Portfolio Services, Inc. By: ~ ~ .
Robert P. Burns, IVlanager
Note: The First Installment shall be deposited into an escrow account with the Burn &Burns, L.C.
construction lender or an escrow agent upon achievement of the above benchn'~trl~. General Partner
Funds from the account will be released on a draw request basis subject to receipt of
""*"',"""""""""'.'"o" ""',"."','o"',
By Date: t'7 ~_.~/~
~-- .
i) consu-uction completion, ent - Acquisi
ii) the final development cost and qualified basis certification prepared by an
accountant/CPA,
iii) verification that the Partnership and Property are covered by insurance.
iv) permanent loan closing(s) or conversion(s),
v) satisfaction of the conditions for the First Installment; BSB/BLS:kc
$320,000 or 20% of the Capital Contribution (the "Final Installment") upon the later of: cc: Lisa Dins
File
i) 100% initial occupancy of 100% of the units by tax credit qualified tenants, and
ii) IRS Form(s) 8609 for each building and an executed and recorded copy
Regulatory Agreement,
iii) achievement of break-even operation (the first time at which, based upon each of
three (3) consecutive full months of operations occurring after permanent loan
closing(s)/conversion(s), the actual rental income received on a cash basis has
exceeded the operating expenses and replacement reserves on an acerunt basis as
certified by an independent accountant),
.Jmt.4-17-OC4 MON F~I -' 19 Prq JOHNSOt4 CO :-3EtqlO~ DINING S19 S56 5218 P. 82
~<'.
yJOHNSON COUNTY SENIOR DINING
January 18, 2000
To: Burns & Burns, L.C.
From: Johnson County Senior Dining
Attn: Alaina Welsh
This letter is in support of the proposed housing development by Burns & Bums, L.C. for persons
with disabilities and the elderly. Housing of this nature is an ongoing need in Johnson County, particularly a
proposal that is inclusive of various supportive services. We as a provider of nutritional services are elated
that the proposed facility will encompass numerous categories of service needs. We have long advocated
multipurpose facilities for the elderly and persons with disabilities as a vision of the future.
Jol'mson County Senior Dining is committed to assisting this project by way of providing nutritional
services. Specifically, delivering home delivered meals to homebound individuals and providing meals in a
congregate setting to those more ambulatory in the community room. A facility open to residents and the
public, in a west side location, has been a long-standing need in the community. A public facility would ease
the burden of traffic and parking congestion at the current downtown Senior Center and would provide
residents and other consumers with an alternative location for centralized services.
We believe that such a facility should be progressive in seeking out other funding, such as the City of
I'owa City, the Johnson County Board of Supervisors, and grants available for these purposes, in order to
facilitate optimal service availability for consumers of all social and economic need.
We are pleased to endorse Burns & Bums, L.C. in this visionary concept, and pending the Johnson
County Board of Supervisors approval, look forward to participating in this project.
Sincerely,
Michael Foster
Director, Johnson County Senior Dining
28 South Linn Street Telephone (319)356-5212
Iowa City, Iowa 52240 Fax (319)356-52I 3
:'P~]P FAX NO, : ,Tun. 1B 1999 03:53PM P2
Evert Conner Ri. ghts and Resources
Center for Independent Living
20 East Market Street, Iow~ City, JA 52240 · Voice and ~Y: (31 9) 338-3870
January 17, 2000
Alaina Welsh
Burns & Burns, L.C.
319 East Washington Street, Suite 111
Iowa City, IA 52244
Dear Ms. Welsh,
On behalf of the staff, board of directors and consumers at the Everl
Conner Rights and Resources Conter for 'Independent Living, I am writing
in support of your proposal to secure funds for ~e development of
accessible-and affordable housing for people with disabilities.
There is a grave need for the type of housing you propose for sever~
reasons. Primarily ~ere is an extreme lack of accessible and affordable
housing in the Iowa City area. Equally as important many of ~e existing
rental units are poorly consuucted for the use of wheel chairs and in many
cases are unsafe. We work with individufls who report ~at they live in
unsafe conditions because ~e type of housing ~at is affordable is not
necessarily accessible. For lhe same reason, some individuals rent
aparunents which they are unable ~o access a majority of the space. We
feel that it is deplorable to ba~'ely exist in such an affluent society as iowa
Ci. ty. People with disabilities have ~e right and should live and participate
in the eo~mnnity in the s~e manner as others with out disabilities.
Consumers who contact us for advocacy and assistance in locating
a0cessible and affordable housing are on long waiting lists for six months
to a ye~'. Most consumers are unable to wait that long for some place to
live and are at risk of being homeless or instituti0nalized. Your proposal,
funded, will help to rectify some of the problems that cause inappropriate
placement and home]essness in our area for people with disabilities.
The Evert Conner Center for Independent Living is a non-p~'ofit, non-
residential, consumer run organization designed to assist individuals with
disabilities to maintain control over day to day activities and to advocate
I'or themselves in order to achieve greater independence and full
pax-dcipation i.n an integrated society. We provide education and services
~o consulnets and to the general community. We provide skills training.
infox'mation and ~eferral. peer counseling, and advocacy to consumers to
ensure kno~vledge and independence. In addition we p~ovide education
and technical assistance concerning barrier removal and dis~bilily
~wa~eness to businesses and general community.
We appl~ud and support youl' c. fl'ort~ to seek funding for th~ developmellt
of affordable and accessible housing, and will assist in any way 13ossible
that will benefit you in yot~r attempts to ensure a better quality of life for
people with disabilities. If we can offer technical assistance on tniiversal
design or other information to ensure the maxi~num accessibility in you~:
new project, do not hesitate to contact
Sincerely,
.
. ~~ . ~7 ~' -.
~ ...."' 'SOn, xecut~ve Dxrector
CITY OF I0 WA CITY
FVO.X CDBG and HOME FUNDING RE~)UEST FOR ALL HOUSING PROJECTS
Project Name: City of Iowa City Housing Rehabilitation Program c~ll "'.!'~"-
Type of Project: Single Family Residential Rehabilitation
GENERAL INFORMATION
~ - .V7' ,
1, Lead Applicant Name City of Iowa City
Applicant Address 410 East Washington Street
Contact Person David Powers Title Housing Rehab Specialist
Phone Number (319) 356-5233 Fax Number (319) 356-5009
E-mail Address David_Powers@iowa-city,org
2. Secondary Applicant (if applicable)
Applicant Address
' Contact Person Jeff Vanatter, Housing Rehab Spec; Liz Osborne, Program Asst.
Phone Number Jeff 356-5128; Liz 356-5246 Fax Number 356-5009
E-mail Address Jeff_Vanatter@iowa-city.org Liz_Osborne@iowa-city.org
3. Type of Applicant (check one):
Community Housing Development Organization
Private non-profit organization
Private for-profit, individual or partnership applicant
X Public Organization
4. Federal Tax Identification Number: 42-6004605
5. Amount of Funds Requested
HOME $ 0 grant $ 0 loan
CDBG $ 120,000 grant $ 180,000 loan
SUB-TOTAL $ 120,000 grant $ 180,000 loan
TOTAL REQUEST 300,000
If a loan is requested, please indicate the applicable loan terms: Years
Principal and interest (amortized loan) X 3 to 20
Principal and no interest (amortized loan) X 3 to 20
Principal and a balloon payment
Conditional Occupancy Loan (future repayment) X Life of occupant*
Declining Balance Lien (forgiven over time) X 10
Other: (explain)
*Loan does not require repayment as long as owner fives in the home or loan can be assigned
to an income eligible heir.
6. Provide a brief description of the proposed project (please limit response to this space).
For over 22 years the Housing Rehabilitation Program has provided assistance to first time
and existing low and moderate income homeowners. Homeownership opportunities for
lower income groups are generally in an older home that is likely in need of repair.
Accessibility is also an important need that is addressed by the City's Rehabilitation
Program. It is one of the goals of the Rehab program to assist disabled individuals who
cannot afford to make the necessary modifications to their homes that would allow them
to live independently.
Assistance is provided to homeowners in the form of comprehensive rehabilitation,
emergency repair, exterior refurbishment, safe removal of lead-based paint, or special
accessibility modifications to their homes. Depending upon the qualification and financial
means of the recipients, the loans against the property are repaid in regular monthly
installments or in a lump sum payment when the property is sold.
7. Please list amount of CDBG and/or HOME funds received within the last three City fiscal
years and the status of the project(s) undertaken. (City fiscal year July I to June 30)
Fiscal Year Funds Received Budgeted Amount Amount Expended (to date)
FY98 (July, 97 -June, 98) 8373,000 $373,000
FY99 (July, 98 - June, 99) ~304,000 *
FY00 (July, 99 - June, 2000 ~255,000 *
· Projects that have been approved and funds committed, but have not yet expended funding are not included within
this total.
7b. Does the proposed project pay property taxes? Yes X No
If property taxes are not paid, does the proposed project make a Payment In Lieu of
Taxes? Yes No __ If "yes", what is the percent of full taxes
paid? % and amount paid $
The recipients of this project pay property taxes on their homes. The combined taxable
value for the homes assisted in FY99 was ~1,545,150. In fact, the improvements done to
these homes help expand the tax base.
8. Briefly describe the project goals for providing or assisting in the preservation or expansion
of affordable housing in Iowa City, and how the project will benefit the targeted income
group (e.g. goal of providing rental housing to lower income persons without use of Section
8 rental assistance or level of subsidized rent compared to market rates).
The City of Iowa City's Housing Rehabilitation Program strives to preserve Iowa City's
affordable housing stock by rescuing homes from a state of dilapidation and preventing
older homes from becoming run down and unfit to live in. By preserving the existing lower
cost housing stock, the Rehab program is maintaining the ability for first time, and low to
moderate income homebuyers to own homes in Iowa City.
One of the most valuable aspects of the program is improving the living conditions of low
and moderate income homeowners. By bringing peoples' homes into compliance with the
City housing code, and modifying the homes of the elderly and disabled to better meet their
needs, the Rehab program enables people to live comfortably and safely in their homes.
The Rehab program actively works to increase knowledge of housing issues such as lead
poisoning, carbon monoxide, radon and fire prevention through contact with our clients as
well as meetings and promotions with the general public.
The Rehab program also is constantly working with local contractors to expand the pool of
experienced, qualified professionals who work to maintain, rehab and remodel older homes
in Iowa City.
9. Describe in detail the project location, address(es), {provide maps and/or drawings), type of
project {new construction, acquisition, rehab, tenant based rent assistance or downpayment
assistance), total number of units and number of units assisted with public funds.
The City of Iowa City Housing Rehabilitation Program assists low and moderate income
homeowners with needed repair of dilapidated items and unsafe conditions in their homes.
While there are many programs that work to promote affordable rental housing in Iowa
City, this project is the only resource available for homeowners that require this extensive
amount of assistance to preserve their homes. Households that receive assistance from
our program are living in homes that are typically well over 30 years old. Approximately
36 homes will be assisted with the funding requested within the following programs.
Comprehensive Rehabilitation: Under this program the entire home is evaluated for
deficiencies. This includes electrical, plumbing, heating, roofing and foundation. The
minimum standard used for evaluation is the Iowa City Housing Code. The maximum
assistance available is $38,000 and approximately 3 projects will be funded through this
request.
Emergency Repair: A homeowner may be eligible for up to $6,000 for repair of life
threatening problems or habitability issues associated with their home. This could include
failed water heaters and furnaces, leaking roofs and dangerous electrical problems.
Making homes lead safe for small children would fall within these criteria as well.
Approximately 10 projects would receive assistance.
Exterior Repair: This program could provide up to $15,000 for exterior repairs. This could
include exterior siding, roof, windows and doors and concrete work. Any needed repair to
a deteriorated exterior component could be eligible. Approximately 9 projects would
receive assistance.
Residential Accessibility: This program funds exterior and interior projects for both owner
occupied and rental units. Some typical projects may include ramps, bathroom
modifications, kitchen modifications, or door widening. Our office has recently received
an increase in applicants requesting this type of assistance. Approximately 8 projects
with a maximum cost of $16,000 will receive assistance.
Manufactured Home Repair: This program can provide up to $4,000 to make necessary
repairs on manufactured homes. This $4,000 limit is over the lifetime of the owner and or
home. Repairs are limited to life safety items such as the furnace, water heater, plumbing,
electrical and exit doors. Approximately 6 projects will receive assistance.
10. Please detail a complete budget including the proposed sources and uses of funds for the
project. Include all other funding requested for the proposed project to be completed (e.g.
infrastructure improvements). Where possible use third party documentation for project
costs.
The use of funds is for project cost (e.g. Project delivery, construction cost, appraisals, and
legal). The sources of funds are shown below in #11. The third party project costs are from
the contractors working on the projects.
The Housing Rehabilitation staff surveys each housing rehab project with the homeowner
being present. From the survey, a bid document is prepared and given to the homeowner to
review. Upon approval of the bid document, the homeowner has the responsibility of
contacting various contractors to get competitive bids for the work to be done. If the low bid
received on the project is over $20,000, the project is taken to the Rehab Review Board for
reasonableness and cost of work to be done.
11. Please complete the table below showing the types and amounts of funding being
requested for the proposed project.
Funding Source and Type of Funds Amount of Funding Requested
Iowa City CDBG (public) ~300,OO0
Iowa City HOME (public)
State of Iowa HOME (public)
Iowa Finance Authority (public)
City of Iowa City - Tax Increment Financing (public)
City of Iowa City - Tax Abatement or Exemption (public)
Applicant Contribution of Equity (private}
Private Lender Financing (private)
Low Income Housing Tax Credits (private)
Private Foundation(s) (private}
Volunteer Labor and/or In-kind Donations (private) $15,000 (Homeowner contributions of
labor and material)
Other Private Resources (private} 875,000 Federal Home Loan Bank carry over
Total of Private Funds $ 90,000 (a)
Total of Public Funds $ 300,000 (b)
TOTAL PROJECT FUNDING $ 390,000 (c) (sum of lines a and b)
Number of Units $ 36 (d)
Requested Public Subsidy Per Unit ~ 8,333 (line b divided by line d)
Total Cost Per Unit $ 10,833 (line c divided by line d)
NUMBER of UNITS ASSISTED WITH PUBLIC FUNDS 36
11 b. If partial funds are awarded, will the project/program continue? Yes X No
If yes, at what level?
If partial funds were awarded this program would continue, however it would be at a
substantially reduced level as the total projects completed would have to be reduced. This
year's request is equivalent to last years due to the carry over of FHLB dollars.
12. Program regulations require a 25% match for HOME funding only. Describe how your
organization or the proposed project will help the City of Iowa City meet this match
requirement for local HOME funds. If the proposed project is requesting HOME funds from
the State of Iowa please describe how the project will meet this matching requirement
without the use of City funds.
Local HOME Funds Requested $ 0 x .25 = $ 0 Local Match
State HOME Funds Requested $ 0 x .20 = $ 0 State Match
13. To help promote the efficient use of federal, state and local funding please describe how the
project will maintain longer-term (in excess of program requirements) or permanent
affordability. Describe how the project will provide for affordable housing at rental rates
lower than those in the existing rental market.
Longest Required Affordability Period O* (years) Proposed Affordability Period 3-20 years or for as
*CDBG has no required affordability period. long as occupant lives in the home.
The project's five programs will use the requested funding to assist low and moderate
income homeowners. By addressing the needs of these households, our programs allow
people to remain in their homes more safely. The Housing Rehab Program plays a role in
stabilizing neighborhoods and helps expand the city's property tax base. Due to the high
cost of housing, the rehabilitation and maintenance of existing housing is one of the most
cost-effective and efficient means of ensuring a safe, decent housing stock. The Housing
Rehab office helps to provide the base for a healthy environment.
The Rehab office maintains a waiting list of eligible, low and moderate income applicants
whose homes are in need of rehabilitation. The Rehab program distributes its funding via
loans in the form of mortgages on the property, the terms of which vary based on ability
to pay. The majority of these funds are in the form of loans that will eventually be repaid
to the City for future use. When funds are repaid, they are rolled back into the general
CDBG program. Total program income for FY99 was $181,193 and so far for FYO0 is
$42,418. Of the households assisted since 1987 that received Conditional Occupancy
Loans, 61% are still living in their homes. This accounts for almost $1.1 million in
outstanding debt that will eventually be returned to the City for reuse.
14. Briefly outline the proposed timetable for the commitment and expenditure of the funding
being requested (include other project factors such as rezoning, construction schedule, or
application(s) for other funding). Please Note: if funded, this schedule will be used for any project
agreement for the use of CDBGWOME funding.
Date Description of Activity
July 1, 2000 Beginning of City Fiscal Year and Project Start Date
(Funding expenditures will start July 1, 2000 and continue through June 30, 2001 with
ongoing rehab projects)
September 2000 Mailing to a targeted neighborhood
October 2000 Flier inserted with the City water bill
November 2000 Advertising in Community Insights and Senior Post
February 2001 Mailing to another targeted neighborhood
15. Please provide evidence of your organization's capacity and experience to undertake and
complete the proposed project within the established timetable and budget (include
evidence of financial commitment(s) including terms and amounts).
The rehabilitation office staff consists of 2.5 FTE employees who are dedicated and
competent to operate the only single family residential housing rehabilitation program in
Iowa City. The staff has the responsibility for the administration of the five rehabilitation
programs that are funded. The staff prepares specifications, bid documents, loan papers,
legal documents for recording, project and construction management and all necessary
quarterly and annual reports required by HUD. One staff member is a certified Visual Risk
Assessor for lead based paint. This is especially important now that new federal regulations
on lead in homes will begin to be enforced in September of 2001. Many of the rehab
projects are on homes that are over fifty years old which requires that the staff prepare a
Historic Preservation site inventory for each project.
16. Tell us why this project is needed (include information from market studies or other supporting
documentation) and how it will fill a gap in the City's housing market. In addition, describe
how the proposed project addresses the priorities, strategies and goals cited in the CITY
STEPS Consolidated Plan and the Maxfield Housing Market Analysis. (Please specify the ONE
MOST applicable priority need and priority need level, as shown in CITY STEPS)
According to the Iowa City Area Association of Realtors, the average selling price of new
homes in Iowa City for last quarter was 8184,608. The average selling price for all homes
is Johnson County for last year is 8131,796. The bulk of affordable homes in this area lie
with the older, existing housing that so often is in need of some type of repair to correct
physical defects. According to the Maxwell report, 4,400 units of the housing stock in Iowa
City were built prior to 1940. Without the rehabilitation programs, the City of Iowa City
could lose a significant number of older, affordable housing units now occupied by lower
income homeowners. The Housing Rehab office helps to maintain the quality of the supply
of affordable homes. Maintaining this pool of lower cost homes that are safe and in a livable
condition is the primary goal of the Housing Rehabilitation Program.
In FY99 the Rehab Program assisted thirty-four households with repairs to their homes. Of
these projects thirty-two were single family owner occupied homes. The other two were
residential accessibility projects. The average household income for the projects done in
FY99 was 43% of the median. Of the households assisted in FY99, 21 were at or below
50% of median and 13 were between 51% and 80% of median.
Sixty percent of current applicants on the waiting list are below 50% of median income.
CITY STEPS gives a high priority to assisting households that have physical defects and
incomes at or below 50% of median and a medium priority for households with incomes
between 51% and 80% of median income.
Housing needs: Owner/Physical Defects 0-50% High Priority
Priority Need Priority Need Level (High, Medium or Low)
17. Discuss your organization's policy for obtaining input from low income persons potentially
benefiting or affected by the proposed project and your mechanism(s) for obtaining
feedback once the project is completed. If applicant is a non-profit, please include evidence
(such as minutes of a formal meeting) that the proposed project has the support of the
organization's Board of Directors.
The Housing Rehab staff has various ways of acquiring feedback from the general public.
Mailings are sent to targeted neighborhoods promoting the program and asking for input.
The Housing Rehab staff has made presentations to neighborhood meetings and has put
notices about the various programs in their newsletters. Throughout the year, notices are
also put in Community Insights and the Senior Post.
The Housing Rehabilitation office has had a good working relationship with other housing
and human service agencies within Iowa City. Referrals are received or made to the
Elderly Services Agency, Crisis Center, and the Evert Conher Rights and Resources Center
for Independent Living.
Citizen input is through the daily contact staff has with walk-ins, homeowners, city
council members, members of the HCDC committee. Many potential clients call the office
for information about the various programs because they have heard about it through
word of mouth.
When a case account is mailed to the homeowner upon completion of the project, the
client has the opportunity to respond to the assistance that they received from the
Housing Rehab program.
At the annual contractor workshops, contractors that participate in the rehab program and
those attending for the first time are another source for public input and feedback.
18. An objective of the City of Iowa City Comprehensive Plan is to promote diverse housing
developments (variety of housing types and a mix of all income levels) please describe
the population this project is to serve and how the project will promote diversity. Please
indicate the number of persons or households that will be served by the proposed project by
income category (see attached table for local Income Guidelines).
Circle Persons or Households
Number between 0 - 30% median income 12 persons or households
Number between 31 - 50% median income 15 persons or households
Number between 51 - 80% median income 9 persons or households (c)
Number between 80 - 100% median income 0 persons or households (d)
Number over 100% median income 0 persons or households (e)
TOTAL 36 Persons or Households If)
Percent LMI 100% (lines (a+b+c) divided by line f)
19. As accurately as possible please describe how outcome data indicates that the project
objectives can be met. First, describe the outcome data or key elements the project is
working towards (e.g. units to be rehabilitated). Second, please discuss how these
outcome data will be met by the proposed project.
1. The outcome data or key elements this project is working towards:
Assist 36 low to moderate-income households needing housing repairs.
2. How outcome data will be met by this proposed project:
a. The Housing Rehabilitation office has a waiting list of eligible applicants at any given time.
b. The Housing Rehabilitation Program systematically does outreach on a citywide basis.
c. Social Service agencies regularly make referrals of low-income applicants to this program.
Due January 18, 2000 by 12:00 NOON
City of Iowa City
Department of Planning and Community Development
410 E. Washington Street
(319) 356-5230
CITY OF IOWA CITY
FY01 CDBG and HOME FUNDING REQUEST FOR ALL HOUSING PROJECTS
Project Name: Transitional Housin.cl Expansion Project
Type of Project: Transitional Housin.cl for Families with Supportive Services
GENERAL INFORMATION
1. Lead Applicant Name Hawkeve Area Community Action Proclram (HACAP)
Applicant Address 2007 Waterfront Drive, Iowa City, Iowa
Contact Person Gloria Witzber_cler Title Johnson County Director
Carole Conher Title Housin¢~ OI3erations Manaqer
Phone Number 319-337-5765 Fax Number 319-337-5831
E-mail Address
2. Secondary Applicant (if applicable)
Applicant Address
Contact Person Title
Phone Number Fax Number
E-mail Address
3. Type of Applicant (check one):
X Community Housing Development Organization
Private non-profit organization
Private for-profit, individual or partnership applicant
Public Organization
4. Federal Tax Identification Number: 42-0898405
5. Amount of Funds Requested
HOME $ grant $320,000 loan
CDBG $ grant $ loan
SUB-TOTAL $ grant $320,000 loan
TOTAL REQUEST $ 320,000
If a loan is recluested, please indicate the al~131icable loan terms: Years
Principal and interest (amortized loan)
Principal and no interest (amortized loan)
Principal and a balloon payment
Conditional Occupancy Loan (future repayment) x 60
RT'E'd "E i V'E"D'Oeclining Balance Lien (forgiven over time) Other: (explain)
JAN 18 2000
P.C 0. Q~::PAr"~Tr~JIFNT
tq:5
6. Provide a brief description of the proposed project (please limit response to this space).
The Expansion Project would provide Transitional Housing to families that meet the HUD definition for
homelessness who fall below 30% of median income with inadequate resources to find other housing.
The money would be used for the acquisition, associated closing costs, and rehabilitation needs of eight
(8) two-bedroom housing units that would expand HACAP's Johnson County Transitional Housing
units from 18 to 22. Data from HACAP's waiting list for fiscal year 1999 shows that for the 97 families
(307 individuals) on the list for transitional housing, 68 were single female head-of-households with
children in need of two-bedroom housing. The goal would be to replace four current THRA housing units,
and acquire four additional units - improving and increasing transitional housing for homeless and low-
income families in Iowa City. Two of the properties to be replaced will be lost through lease agreements
and two properties will turnover due to increased age and maintenance costs, which includes continual
energy efficiency upgrading and monitoring lead-based paint conditions. The HOME Funds Conditional
Occupancy Loan requested represents 75% of the project budget with a 25% match provided by HACAP,
a Community Housing Development Organization (CHDO), through the sale of a transitional housing
property located at 807 10th Avenue, Coralville, Iowa -- one of the properties slated to be replaced. The
Coralville property will need a roof and substantial foundation repair in the near future. Should HUD not
allow transfer of the sale money, HACAP's Johnson County Housing program will negotiate a loan with
HACAP's Corporate Board to meet the match required. No Section 8 or other subsidies are paid to the
project. The properties to be replaced are described in response #9. The eight (8) new properties are
not yet identified. HACAP has proven its ability to make successful and timely purchases of housing
units, as evidenced by HACAP's purchases of eight units in 1999; HACAP is confident that units meeting
and exceeding the criteria will be secured for purchase in Iowa City.
Identification of homeless families in need occurs through coordinated simultaneous enrollment that
provides intensive services in HACAP housing, as well as the Head Start and Infant/Toddler program.
The expansion would incorporate the offer of housing with the comprehensive services of a HACAP
Family Support Worker (provided through other grants), HACAP's Employment and Supportive
Employment programs, and HACAP's Case Management System. By purchasing units within the
HACAP Iowa City service area, accessibility to services is increased. We believe if we can help a family
with stable housing, life skills, daycare, and other support services and referrals as needed, we can help
that family become self-sufficient and transition successfully from welfare to work. Other referrals come
from the Empowerment Family Support Program, FaDDs program, the Energy Assistance program, as
well as local agencies that find homeless families living in unsafe and dangerous situations.
7. Please list amount of CDBG and/or HOME funds received within the last three City fiscal
years and the status of the project(s) undertaken. (City fiscal year July I to June 30)
Fiscal Year Funds Received Budgeted Amount Amount Expended (to date)
FY98 (July, 97 - June, 98) $4,886 $4,886
FY99 (July, 98- June, 99) $12,387 $12,387
FY00 (July, 99 - June, 2000) $190,000 $190,000 (project completed Oct. 1,1999)
7b. Does the proposed project pay property taxes? Yes __ No X
If property taxes are not paid, does the proposed project make a Payment In Lieu of
Taxes? Yes X No __ If "yes", what is the percent of full taxes paid? __ % and
amount paid $ ('To be ne.clotiated)
3
8. Briefly describe the project goals for providing or assisting in the preservation or
expansion of affordable housing in Iowa City, and how the project will benefit the targeted
income group (e.g. goal of providing rental housing to lower income persons without use
of Section 8 rental assistance or level of subsidized rent compared to market rates).
The primary project goal is to increase the quantity and quality of affordable and safe transitional housing
for homeless families who fall into the lowest income categories, below 30% of median income with
inadequate resources to obtain other housing, and to provide supportive services including limited local
contracted mental health services, if needed. This Expansion Project would improve the quality and
condition of four existing transitional housing units by replacing them with upgraded properties. It would
also create four additional units in the Iowa City community, expanding the base of transitional housing in
Iowa City. In this way, the housing needs of Iowa City's lowest-income target group will be improved,
Iowa City's homeless families will be better served, and a gap in the City's housing market will be
reduced.
HACAP's two-year program combines housing and services of a Family Support Worker to promote,
empower, and nurture the family to define and utilize their strengths to become self-sufficient. In this way
low-income families develop the skills necessary to take the next step in obtaining permanent housing.
No section 8 or other subsidies are paid to the project.
9. Describe in detail the project location, address(es), (provide maps and/or drawings), type
of project (new construction, acquisition, rehab, tenant based rent assistance or down pay-
ment assistance), total number of units and number of units assisted with public funds.
Eight Transitional Housing units would be acquired through award of this request that includes associated
acquisition costs. Acquisition and rehabilitation funds are not provided for these units at this time.
· Four existing properties slated for replacement are:
807 10th Avenue, Coralville - HACAP owned Built - 1920
2018 Waterfront, 40 Hilltop (mobile home), Iowa City - HACAP owned Built - 1970
629 Market Street, Iowa City - leased Built - 1893
320 1/2 North Johnson Street, Iowa City - leased Built - Before 1920
· Four additional properties will be acquired.
The eight units to be purchased are not yet identified. Based on the 1999 purchase of eight
condominiums, HACAP is confident of finding and purchasing appropriate units within a determined
timeframe that are in good condition. The condominiums in Iowa City were reasonably priced given the
Iowa City market and the minimal associated maintenance cost~ create economic efficiencie~. The
number of bedrooms lost will be replaced in the THRA grant. Pictures and a map of properties slated for
replacement are attached. Also included are two pictures of properties purchased in 1999 to indicate the
type of property proposed for purchase with this award. All units described will be purchased with public
funds.
See map and pictures attached (al - a4).
10. Please detail a complete budget including the proposed sources and uses of funds for the
project. Include all other funding requested for the proposed project to be completed (e.g.
infrastructure improvements). Where possible use third party documentation for project
costs.
BUDGET
USES SOURCES
Acquisition Iowa City HOME Funds $300,000
HACAP Match Sale of 807 10th Ave. Coralville
or HACAP corporate loan $60,000
Rehabilitation and Associated Costs Iowa City HOME Funds $20,000
HACAP Match Sale of 807 10th Ave. Coralville
or HACAP corporate loan $20,000
Total Project Cost $400,000
11. Please complete the table below showing the types and amounts of funding being
requested for the proposed project.
Funding Source and Type'of Funds Amount of Funding Requested
Iowa City CDBG (public)
Iowa City HOME (public) $ 320,000
State of Iowa HOME (public)
Iowa Finance Authority (public)
City of Iowa City - Tax Increment Financing (public)
City of Iowa City - Tax Abatement or Exemption (public)
Applicant Contribution of Equity (private) $ 80,000
Private Lender Financing (private)
Low Income Housing Tax Credits (private)
Private Foundation(s) (private) (FHLB) will apply April 2000
Volunteer Labor and/or In-kind Donations (private)
Other Private Resources (private)
Total of Private Funds $ $ 80,000 (a)
Total of Public Funds $ 320,000 (b)
TOTAL PROJECT FUNDING $ 400,000 (c) (sum of lines a and b)
Number of Units 8 (d)
Requested Public Subsidy Per Unit $ 40,000 (line b divided by line d)
Total Cost Per Unit $ 50,000 (line c divided by line d)
NUMBER of UNITS ASSISTED WITH PUBLIC FUNDS 8
11 b. If partial funds are awarded, will the project/program continue? Yes X No
If yes, at what level?
The Expansion Project could proceed contingent on our ability to secure other sources of capital funding
for acquisition. If reduced funding is awarded, the project would continue with reduced acquisitions.
12. Program regulations require a 25% match for HOME fundin_el only. Describe how your
organization or the proposed project will help the City of Iowa City meet this match
requirement for local HOME funds. If the proposed project is requesting HOME funds from
the State of Iowa please describe how the 13roiect will meet this matching requirement
without the use of City funds.
Local HOME Funds Requested $320,000 x .25 = $80,000 Local Match
State HOME Funds Requested $ x .20 =$ State Match
HACAP plans to secure funding of $80,000 from the sale of a transitional housing unit located at 807 10th
Avenue, Coralville, for the local match of the HOME Funds requested. A portion of the match could also
be provided by Iowa City's forbearance yield of property tax - to be negotiated ($500 over the period of
the proforma proposed). Other considerations for match would be any donated legal or realtor fees for
the project and possible grant awards from the Federal Home Loan Bank of Des Moines (will apply April
20o0).
13. To help promote the efficient use of federal, state and local funding please describe how
the project will maintain longer-term (in excess of 13ronram renuirements) or permanent
affordability. Describe how the project will provide for affordable housing at rental rates
lower than those in the existing rental market.
Longest Required Affordability Pedod 15 (years) Proposed Affordability Period 60 (years)
HACAP is by definition committed to the preservation and advocacy of affordable housing. HACAP is
committed to maintaining the affordability of these units past any contracted affordability requirements. The
Expansion Project is a transitional housing program designed to move people from destabilized and
dangerous living situations to self-sufficiency. Families may reside in the units up to two years and must
attend school or work a minimum of 20 hours per week and rent does not exceed 30% of their income. If
their income would rise to exceed the Iowa City Fair Market Rent then the excess collected would be held in
escrow and returned when the family leaves the housing program. This money is not part of their deposit
and is automatically refunded in full.
14. Briefly outline the proposed timetable for the commitment and expenditure of the funding
being requested (include other project factors such as rezoning, construction schedule, or
application(s) for other funding). Please Note: if funded, this schedule will be used for any
13roiect a.nreement for the use of CDBG/HOME fundinn.
Date Description of ActivitV
July 1, 2000 Beginning of City Fiscal Year and Project Start Date
August-September 2000 Identify Properties
October 1, 2000 Acquisition Completion Date
November 1,2000 Rehabilitation Completed
December 1, 2000 Move-in Completed
Date of Execution of Agreement
to October 1,2060 Monitoring Period
October 1, 2000 to October 1, 2060 Affordability Period
15. Please provide evidence of your organization's capacity and experience to undertake and
complete the proposed project within the established timetable and budget (include
evidence of financial commitment(s) including terms and amounts).
HACAP is a tax exempt non-profit Community Action Program incorporated in 1965 and a Community
Housing Development Organization (CHDO). It provides programs and services to low income families to
assist them in achieving and maintaining self-sufficiency in a six county area including Johnson County.
Major program delivery is in the areas of Children's Services, Housing and Energy. HACAP has been a
HUD approved counseling agency since 1974. In total HACAP administers and operates forty different
programs with an annual budget of about fourteen million dollars. HACAP began Transitional Housing
Programs in 1987.
In Johnson County, HACAP has eighteen (18) scattered site transitional housing units of various sizes.
The units include five mobile home trailers in two different mobile home parks, one apartment, one two-
story condominium, eight one-story condominiums, and three single detached homes. In addition,
HACAP has eighteen (18) three-bedroom transitional housing units in two townhouse buildings on the
southeast side of Iowa City. HACAP operates the Head Start program, Infant/Toddler program, Family
Support Counseling, LiHeap (energy assistance) and Weatherization program, Mortgage Foreclosure
Prevention program, Reverse Mortgage Counseling, FaDDs program, Case Management Group made
up of local agencies, Family Support Counseling through Johnson County Empowerment, and Second
Steps local transitional housing programs in Johnson County.
Based on a broad and unique array of comprehensive support services for all families we serve and
eleven (11 ) years of experience creating and operating successful housing programs, HACAP has the
capacity to successfully undertake the scope of the proposed project. Also, HACAP has demonstrated
that it can not only meet the timetable agreed upon for completion of the project, but can exceed
expectations based on the 1999 purchase of eight housing units by October 1,1999 with a completion
date scheduled for January 2000. The acquisition of the eight properties in 1999 was completed within
the approved budget. Federal and independent audits have always been positive.
See letter of financial commitment attached (b).
16. Tell us why this project is needed (include information from market studies or other
supporting documentation) and how it will fill a gap in the City's housing market. In
addition, describe how the proposed project addresses the priorities, strategies and goals
cited in the CITY STEPS Consolidated Plan and the Maxfield Housing Market Analysis.
(Please specify the ONE MOST applicable priority need and priority need level, as shown in CITY
STEPS)
Priorities exist for transitional housing in the local, state and federal consolidated planning reports for the
last year. The lack of affordable housing has been thoroughly documented in numerous studies and
reports and has been verified in consolidated plans on all levels. The Executive Summary of City Steps
states that: "the Qoal of City Steps is to encouracle and support families and individuals in achieving their
hiqhest degree of self-sufficiency." The one most applicable priority need HACAP's proposed project
meets is listed as one of the four main areas of need in the current Consolidated Plan - "3) housing that is
decent and affordable." The chart of Priority Homeless Needs in the Consolidated Plan (page 92) lists
transitional housing as the only area to score a "High Need" in all need levels including families,
individuals and special needs populations. Table IV.1 of the Consolidated Plan (page 91 ) also lists Priority
Housing Needs "High" for renters below 30% of median income levels in both small and large
households. The Expansion Project would address the strategy of improving transitional housing
programs for families by "developing scattered-site, transitional housing requiring participation in
supportive services" that "use resources that are available to bring housing and services to help low-
income persons attain their highest degree of self-sufficiency' as stated in the 2001-2006 Consolidated
Plan. HACAP's mission is to promote economic and emotional strength toward a goal of self-sufficiency
for low-income people in our communities, which uniquely aligns with the goals, priorities and strategies
of the Consolidated Plan. We believe that upward mobility programs are an investment in the future.
A five-year evaluation study was completed by the National Resource Center for Family Centered
Practice at the University of Iowa in 1996. The following are characteristics for a homeless head-of-
household family entering HACAP Transitional Housing. All statistics are based on actual participant
interviews.
· 41% reported being treated for psychological/emotional problems
· 31% reported being hospitalized for psychological/emotional problems
· 34% reported moving around frequently as a child
· 44% reported growing up in a family with a heavy drinker
· 35% reported living away from family more than six months while growing up
· 32% have a chronic medical problem that continues to interfere with their life
· 39% reported that they have been arrested and charged with a crime
· 35% reported being the victim of sexual abuse or assault by the age of fifteen
· 66% had lived as an adult with someone who had a substance abuse problem
· 58% lived as an adult with someone who beat them
These statistics emphasize the broad range of needs for homeless families in our community. It also
illustrates how fragile the family structure of a homeless family is when they enter HACAP's Transitional
Housing Program.
HACAP is the only agency providing families with transitional housing coupled with supportive services in
Johnson County. HACAP maintains and funds a local Case Management system to assist with the
delivery of services and support for HACAP Transitional Housing families. This coordination of efforts
helps to preclude duplication of services while assuring comprehensive support.
HACAP assessments continue to point to associated difficulties in obtaining/retaining housing. Primary
barriers include bad energy debts, domestic violence, poor credit history, inability to pay deposits,
difficulty finding affordable childcare and lack of educational/job skills and dual diagnosis adults who have
both mental illness and drug abuse history.
The provision of housing along with the efforts of the Family Support Worker are used to strengthen the
family as a unit and help them achieve a better start toward family stability. The two-year program has an
overall goal to raise the family to self-sufficiency and build on the strengths of the family to overcome
barriers to reaching this goal. Consumer, parenting, and basic life skills are developed during this
process to increase family awareness and the ability to become conscientious housing consumers.
Transitional Housincl for Families with Supportive Services Hiqh
Priority Need Priority Need Level (High, Medium or Low)
17. Discuss your organization's policy for obtaining input from low income persons potentially
benefiting or affected by the proposed project and your mechanism(s) for obtaining
feedback once the project is completed. If applicant is a non-profit, please include
evidence (such as minutes of a formal meeting) that the proposed project has the support
of the organization's Board of Directors.
HACAP includes low-income representation on all boards and commissions. The HACAP Board of
Directors requires that the Board have equal representation from the Public Sector, Private Sector, and
Low-Income representatives. This is carried down to county commissions and policy councils as a goal.
The Johnson County Commission recruits from housing participants, Head Start parents, and other
recipient populations. The Transitional Housing programs have tri-monthly consumer meetings to
enhance life skills, parenting, budgeting, and consumer education. These meetings provide an avenue
for feedback and group problem solving. The Family Support Workers facilitate these meetings. All staff
decisions regarding occupancy have an internal HACAP review process in addition to requirements under
Iowa-Landlord/Tenant Laws.
8
HACAP routinely and actively works with volunteers on boards, committees and specific program projects
such as painting, donations and Homeless Children's Trust. Volunteers have adopted houses and
apartments to refurbish.
See board minutes attached (c).
18. An objective of the City of Iowa City Comprehensive Plan is to promote diverse housing
developments (variety of housing types and a mix of all income levels) please describe the
population this project is to serve and how the project will promote diversity. Please
indicate the number of persons or households that will be served by the proposed project
by income category (see attached table for local Income Guidelines).
Circle Persons or Households
Number between 0 - 30% median income 8 persons or{-Iousehold~(a)
Number between 31 - 50% median income 0 persons or households (b)
Number between 51 - 80% median income 0 persons or households (c)
Number between 80 - 100% median income 0 persons or households (d)
Number over 100% median income 0 persons or households (e)
TOTAL 8 Persons od-louseholds3(f)
Percent LMI 100 (lines (a+b+c) divided by line f*100)
The eight households would serve approximately 23 people.
HACAP contributes to Iowa City's overall diverse housing needs by offering the only transitional housing
program with support services for families in the community. During the fiscal year 1999
77% of households that applied had incomes less than 75% of the poverty rate which would also
fall below 30% median income
· 48% of the applicants were minority status.
· 68 of the families were single female head-of-household with children
· 64% of the individuals in the applicant group were children under the age of 18
· 32% of the individuals were children under 5
· 56% of persons applying needed 2 bedroom housing units
· 71% of households applying were previously housed at emergency shelters or living with friends
or relatives at the time of application
· 54% of families were working
· 97 families (307 individuals) were on the waiting list for transitional housing with HACAP
HACAP promotes tolerance and appreciation of people with different racial, gender, ethnic, religious,
political, and socio-economic backgrounds. All Family Support Workers receive diversity training.
19. As accurately as possible please describe how outcome data indicates that the project
objectives can be met. First, describe the outcome data or key elements the project is
working towards (e.g. units to be rehabilitated). Second, please discuss how these
outcome data will be met by the proposed project.
This project will give HACAP the ability to replace four housing units with four significantly superior two-
bedroom units, as well as add four additional two-bedroom units. The overriding goal of the program is to
promote, empower, and nurture the family to define and use their strengths to become self-sufficient.
HACAP's performance goals are as follows:
· 50% of the participants will obtain permanent housing upon leaving the program.
· 25% will attend high school, obtain a GED, or attend college or some other post secondary
program.
· 60% will obtain an income that is not welfare payments or an addition to welfare payments within
the next twelve months.
· All (100%) of the participants will be offered family support and case management services, and
will meet with family support workers to set short- and long-term goals, learn and practice money
and household management, acquire parenting and life skills, and research employment and
educational opportunities.
The outcome is to increase the quantity and quality of transitional housing for homeless families who fall
into the lowest income categories, below 30% of median income and have inadequate resources to
obtain other housing, and to provide supportive services that enable participants to become self-sufficient
housing consumers. In particular, this Expansion Project would improve the quality and condition of four
existing transitional housing units by replacing them with upgraded properties, and would create four
additional units in the community, expanding the base of transitional housing in Iowa City. The other
outcomes will be met by enlisting the assistance of Family Support Workers to help participants develop
their own self-sufficiency plans that identify family strengths as well as barriers to overcome. Families will
then plan three long-term goals and weekly goals that will help them become self-sufficient. Quarterly
evaluations are done with the Family Support Worker and the family to assess their growth. Long-term
goals can change as they are met or if the participant feels that there is a need for other goals. Monthly
reports are completed and reviewed. Staff meetings are held every other week to identify barriers and
successes to managing cases effectively.
Short-term goals and staff performance are monitored monthly by the Johnson County HACAP
Commission. The Executive Director and Board of Directors review fiscal decisions and receive monthly
commission reports from the County Commission. An Annual Performance Report is provided to HUD.
HACAP is audited annually by an independent auditing firm that not only audits expenditures but also
audits program compliance and record keeping.
Other outcome data is documented in a five-year study of HACAP Transitional Housing families
performed by the National Resource Center for Family Centered Practice at the University of Iowa that
surveyed 217 former housing residents. At the time of departure from the program
· 86% had secured housing
· 66% secured their own housing
· 16% moved in with relatives
· 4% moved into other living arrangements (e.g. residential treatment programs)
· 14% did not respond
The median income for participating families was $680.00 per month (compared to $400.00 per month
upon entering the program). In addition, for those who successfully completed the program, income rose
to a median of $972.00 per month at program termination. Former residents are encouraged to return if
they feel that they are experiencing problems.
In conclusion, HACAP is confident that the outcome of this project will be that · The housing needs of Iowa City's low-income target group will be improved.
· Iowa City's homeless families will be better served.
· A gap in the City's housing market will be reduced for many years to come.
tS'l
PROPERTIES TO BE REPLACED
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Two of eight units purchased with
1999 HUD grant as examples of
proposed acquitions
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40 Hilltop
302 1/2 North Johnson Street
Properties to be Replaced
807 10th Avenue
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Property to be Replaced
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629 Market Street
A HELP UP, NOT A HAND OUT
P.O. Box 789
Cedar Rapids, Iowa 52406
(319) 366-7631
Steven Nasby
Community Development Coordinator
City Of Iowa City
410 E. Washington Street
Iowa City, Iowa 52240-1826
Dear Steve:
This document shall serve as a formal "Letter of Financial Commitment" from Hawkeye
Area Community Action Program, Inc. (HACAP) to the City of Iowa City. HACAP
agrees to provide a 25% match totaling $80,000 for the Home Funds Conditional
Occupancy Loans.
Sincerely,, ',
Don W. Maniccia
Executive Director
HAWKEYE AREA COMMUNITY ACTION PROGRAM
An Equal Oppodunily Agency A Member Agency of the United Way
HAWKEYE AREA COMMUNITY ACTION PROGRAM
JOHNSON COUNTY HEAD START OPERATIONS & HOUSING COMMITTEE MEETING
January 12, 2000
MINUTES
PLACE: Iowa City, City Park
PRESENT STAFF GUESTS
Chris Harms, Head Start Linda Dehoet Martha Aidridge
Shirley Neuzil, Housing Dianne Krumbholz
Janet Garkey, Housing Gloria Witzberger
Ann Tompkins, Housing Carole Conner
John Lee, Housing Julie Thiede
Linda Severson, Housing
Kirk Leifl~rt, Housing
MINUTES
Corrections to the Housing Operations minutes - Under Open Agenda (second bullet)-"ate adding" should be
"added" and (the last bullet)-"John Lee pointed out that we have accomplished a lot, not that we haven't, Ann
Tompkins noted that she would like "our responsibilities" and "updates on reorganization" be included in each
months agenda.
MSC - Approved minutes as corrected. Garkey/Neuzil
MSC - To postpone the discussion of the budget until the next meeting. Tompkins/Neuzil
We would like to know why the administration reimbursement shows up under expenses instead of resources.
CDGB grant is due Tuesday January 18, 2000. The house on Church Street has zoning problems that would make
it not work for us.
Gloria Witzberger, in consultation with staff, is writing a proposal for replacing four of our units and acquiring
four new units (including replacing the Hilltop trailer). They have met with Iowa City Planning staff who were
most helpful. They are looking at possibilities for matching.funds. We.~.ould ask for $320,000 with an $80,00C
match. ~
MSC - That we authorize the submission of the CBDG/Home grant for replacing four units and adding fou~
additional units. Tompkins/Doerge
We discussed the Douglas Street property, which belongs to Greater Iowa City Housing Fellowship as to whethe:
to purchase, continue existing relationship, or discontinue the lease. Gloria Witzberger will discuss with Stew
Nasby what flexibility is in grant.
Chris Harms reported that the Head Start PACE activity this year is to rent the Children's Museum ($750). Sh,
asked for ideas to raise money for this. Ann Tompkins suggested a garage sale with donations from Head Star
families and Committee members. She also suggested approaching Homeless Children's Trust for funding idea
and Inn Circle who might want to participate.
Training by Martha Aidridge followed the meeting.
Proforma Spread Sheet
FY01 CDBG and HOME Rental Housing Projects
Line Description Symbols YR1 YR2 YR3 YR4 YR5 YR6 YR7 YR8 YR9 YR10
Revenues
I Gross Rental Income + G. Rent $ 14.400.00 $ 14,688.00 $ 14.981.76 $ 15.281.40 $ 15,587.02 $ 15,898.76 $ 162.16.74 $ 16,541.07 $ 16,871.90 $ 17,209.33
2 Other Income + o. Income s $ $ s $ $ $ $ $ $
3 Tenant Contributions +T. Cenrutx~on $ S S $ S S $ S - S
4 Gross Revenues = G, Income $ 14,400.00 $ 14.688.00 $ 14.981.76 $ 15,281.40 $ 15.587.02 $ 15,898.76 $ 16,216.74 $ 16.541.07
5 Vacancy Loss -vac $ 720.00 $ 734.40 $ 74909 $ 764.07 $ 779.35 $ 794.94
6 Effective Gross Income =EGI $ 13.680.00 S 13,953.60 S 14.232.67 $ 14.517.33 $ 14,807.67 S 15,103.83 $ 16.405.90 S 15,714.02 S 16,028.30 S 16.348.87
Operating Expenses
7 insurance $ 1,500.00 $ 1,545.00 $ 1,591.35 $ 1,639.09 $ 1,688.26 $ 1,738.91 $ 1,791.08 $ 1,844.81 $ 1,900.16 $ 1.957.16
8 Maintenance&Structural Repairs $ 6,720.00 $ 6,921.60 $ 7,129.25 $ 7.343.13 $ 7,563.42 $ 7,790.32 $ 8,024.03 $ 8,264.75 $ 8.512.69 $ 8.768.08
9 Management Fees $ 3,000.00 $ 3,090.00 $ 3,182.70 $ 3,278.18 $ 3,376.53 $ 3,477.82 $ 3,582.16 $ 3.689.62 $ 3,800.31 $ 3.914.32
10 Property Taxes $ 500.00 $ 515.00 $ 530.45 $ 546.36 $ 562.75 $ 579.64 $ 597.03 $ 614.94
11 Misc. Operating Expenses s 8,500.00 $ 8,755.00 $ 9,017.65 $ 9.288.18
12 Reserves $ 2,000.00 $ 2.060.00 $ 2,121.80 $ 2,185.45 $ 2.251.02 $ 2,318.55 $ 2,388.10 $ 2,459.75 $ 2,533.54 $ 2.609.5~
13 Total Operating Expenses -OPR. Expenses $ 22.220.00 $ 22,886.60 S 23,573.20 $ 24.280.39 $ 25,008.81 S 25,759.07 $ 26,531.84 S 27,327.80 S 28r147.63 $ 28,992.06
14 Net Operating Income =No~ $ (8,540.00) $ (8,933.00) $ (9,340.53) $ (9,763.07) $ (10,201.13) $ (10.65~.24) $ (11,125.94) $ (11.613.78) $ (12,119.33) $ (12,643.19)
15 Debt Service First Mortgage s s s s s s s S s s
16 Debt Service Second Mortgage(s) s s $ s S s S s s S
17 Total Debt Service -D~ $ S S S S S S $ S ! S
18 Cash Flow =CF $ (8,540.00) $ (8,933.00) $ (9,340.53) $ (9,763.07) $ (10,201,13) $ (10,65~.24) $ (11,125,94) $ (11,613.78) $ (12,119.33} $ (12,643.19)
18(b) Equity Investment In Project s 400,000.00 s 400,000.00 S 400,000.00 s 400,000.00 S 400,000.00 s 400,000.00 s 400,000.00 s 400,000.00 s 400,000.00 s 400,000.00
19 Cash -on- Cash ROI c~ -2.1% -2.2% -2.3% -2.4% -2.6% -2.7% -2.8% -2.9% -3.0%
CmRewe,,t~l~Eo,.fv~nv. stmermI, Pr~4~l EquityInvest.
Note that monies to cover the neclative Net Ol:~eratinq Income will be covered by other currentIV funded or future ~rants. or HACAP will cover these expenses via other means.
Line YR 1 YR2 YR3 YR4 YR5 YR6 YR7 YR8 YR9 YR 10
Determining Taxes
20 Cash Flow CF $ (8.540.00) $ (8,933.00) $ (9,340.53) $ (9,763.07) $ (10,201.13) $ (10,655.24) $ (11,125.94) $ (11,613.78 $ (12.119.33 $ (12.643.19)
21 Depreciation Expenses -DEPR $ 12,000.00 $ 12,000.00 $ 12,000.00 S 12,000.00 $ t2,000.00 S 12,000.00 $ t2,000.00 S 12,000.06 S 12,000.00 $ 12,000.00
22 Amortization of Fees -AMORTZ
23 Principal Payments +P s s s s s S s s S s
24 Reserves +RESERVES $ 2.000.00 $ 2.000.00 $ 2,000.00 $ 2,000.00 $ 2,000.00 $ 2,000.00 $ 2,000.00 $ 2,000.00 S 2,000.00 $ 2.000.00
25 Earnings (Loss)BeforeTaxes =EBTx S (18,540.00) S H8,933.00) $ (19,340.53) $ (19,763.07) S (20,201.13) $ (20,655.24) $ (21,125.94) $ (21,613.78 $ (22,119.33) $ (22,643.19)
26 X Tax Rate (35% or 0%) xRATE %
27 Tax Incurred (Saved) } =TAX or (Sav~ngs) ~VALUE! #VALUEI tNALUEI #VALUEI INALUEI IIVALUEI #VALUEI INALUE! #VALUEI 1NALUEI
Cash Flow After Tax
'~8 Cash F{ow CF S (8,540.00) $ {8,933.00) $ (9,340.53) $ (9,763.07) S (10,201.13) $ (10,655.24) $ (11,125.94) S (11,613.78 $ (12,119.33) $ (12,643.19)
29 Tax Incurred (Tax Saved) -TAX {+SAV) ~/ALUE! ~tVALUEI #VALUEI ~h/ALUEI IIYALUEI ~/ALUEI ~NALUE! IIVALUEI I~/ALUE! ~VALUEI
30 Cash Flow After Tax =CFATx ~/ALUE! #VALUE! #VALUE! INALUEI ~/ALUE~ INALUEI ~/ALUEt. Ih/ALUE| tNALUEt ~/ALUE~
Line Total Benefit Analysis
31 Cash Flow After Tax CFATx ffVALUE! itfi/ALUE! #VALUEI #VALUEI #VALUEI #VALUEI #VALUEI #VALUEI ~VALUEI #VALUEI
32 Rehabilitation Tax Credit +RTC $ $ $ $ $ $ $ $ S $
33 Low Income Housing Tax Credit +L[HTC $ $ $ $ $ $ S $ S $
34 Net Sale Proceeds +NSP $ $ S $ $ $ $ S $ $
35 Total Benefits After Tax =NCFATx #VALUE! #VALUEI #VALUE! ~/ALUEI #NALUEI I~/ALUEI ~/ALUE! ~/ALUEI #VALUEI IVVALUEI
(Net Cash Row Aflor Tax)
Note that monies to cover the loss before taxes will be covered by other currently funded or future Grants, or HACAP will cover these expenses via other means.
CITY OF IOWA CITYi ooo
FYOI CDBG and HOME FUNDING REQUEST FOR ALL HOUSIN~rPiS_C~'~.i~T
Project Name: Hil~re~ Fami~ Se~i~s
Ty~ of Pmj~
_~ehabilR~n
GENE~L IN~RMA ~ON
Lead A~licant Name Hillc~t Fami~
Applicant Add~ 32~ So. ~iin~n ~wa ~ ~ ~2~
Co~ Pe~on Dav~ ~alake T~ ~nt P~mm
Phone Num~r (3J9) 33742~ F~Num~r (3~9)~7-782~
E~ail Address
2. Secondary Applicant (if applicable)
Applicant Address
Contact Person Title
Phone Number Fax Number
E-mail Address
3. Type of Applicant (check one):
Community Housing Development Organization
__X__ Private non-profit organization
Private for-profit, individual or partnership applicant
Public Organization
4. Federal Tax Identification Number, 42-0680411
5. Amount of Funds Requested
HOME $ grant $ loan
CDBG $ 8,000 grant $ loan
SUB-TOTAL $8,000 grant $
loan
TO TAL REQUEST $_8,000
If a loan is reouested, please indicate the avvlicable loan terms: Years
Principal and interest (amortized loan)
Principal and no interest (amortized loan)
Principal and a balloon payment
Conditional Occupancy Loan (future repayment)
2
Declining Balance Lien (forgiven over Ume)
Other:. (explain)
6. Provide a brief description of the proposed project (please limit response to this space),
Hillcrest Family Services seeks to rehabilitate the intedor of an approximately 70-year-old facility
located at 728 Bowery, operated by Hillcrest since 1988 as the Hillcrest Boardinghouse, The
facility houses chronically mentally ill adults who need a less restrictive level of care such as in a
group home, but so not possess the necessary skills to live independently, Nine adults can be
served at any one time,
The typical residents have had sedous mental illness for all or a significant pad of their lives.
They have had numerous and sometimes lengthy hospital stays, and take one or more
psychotropic drugs on a regular basis. For some, their disease is cydical and they often
operate quite well on their own at times. All are capable of eventually functioning
independently. Many of Hillcrest's clients are of a lower sodo-economic status and have little
or no support from significant others. If left on their own, some would be homeless. Chronic
mental illness is a difficult and alienating condition. The staff of Hillcrest is sometimes the only
family these people have.
Funds requested would be utilized to renovate the kitchen by installing new kitchen countertops,
painting the kitchen and installing new refrigerators for client use. All interior rooms would be
repainted, old caulking in the bathrooms replaced, and hand rails installed on both sides of the
stairs in the interior.
7. Please list amount of CDBG and/or HOME funds received within the last three City fiscal
years and the status of the project(s) undertaken. (City fiscalyear July I to June 30)
Fiscal Year Funds Received Budgeted Amount Amount Expended (to date)
FY98 (July, 97 - June, 98) 0
FY99 (July, 98 - June, 99) 0
FY00 (July, 99 - June, 2000 0
7b. Does the proposed project pay proparty taxes? Yes No x
!f property taxes are not paid, does the proposed project make a Payment In Lieu of
Taxes? Yes No x If "yes", what is the percent of full taxes
paid?. % and amount paid $
8. Briefly describe the project goals for providing or assisting in the preservation or
expansion of affordable housing in Iowa City, and how the project will benefit the targeted
income group (e.g. goal of providing rental housing to lower income persons without use
of SecUon 8 rental assistance or level of subsidized rent compared to market rates).
Clients at the Boardinghouse pay a portion of their income to reside and receive meals at the
house. They also receive supportive services from Hillcrest Visiting Counselors. The goal is to
assist residents to gain or regain the skills necessary to live independently in the community.
Since client income is limited and reimbursement of the service portion by the State of Iowa has
not increased in several years, it has been difficult for Hillcrest to keep up with renovations and
repairs to the fadlity. Kitchen improvements, bathroom improvements and intedor painting have all
been suggested improvements by staff and clients~ Hillcrest staff teaches clients nutrition and
cooking skills on very old equipment. New refrigerators will keep food stored more safely and be
more energy efficient.
9. Describe in detail the project IocaUon, address(es), (provide maps and/or drawings), type of
project (new construction, acquisition, rehab, tenant based rent assistance or downpay-
ment assistance), total number of units and number of units assisted with public funds:
The Boardinghouse, located at 728 Bowery Street, underwent a thorough rehabilitation after it was
purchased in 1988. Window improvements were made in 1995 and a new roof was installed in
1998.The fadlity provides reasonably-priced supportive housing for chronically mentally ill adults
who do not have skills to live independently.
The kitchen is located on the first floor of the building and bathrooms on all three floors. Nine
clients currently occupy the building. There is also an apartment on third floor for a client who is
dose to being reedy to transition to his/her own apartment.
10. Please detail a complete budget including the proposed sources and uses of funds for
the project. Include all other funding requested for the proposed project to be
completed (e.g. infrastructure improvements). Where I~ossible use third ~artv
documentation for proiect costs.
Boardinghouse Rehabilitation Project
Hillcrest Family Services
Refrigerators 2 ~ $800.00 $1600.00
Stoves 2 { $500.00 1,000.00
Handrail/installation 200.00
Painting entire interior 4,000.00
Countertop/installation 3,000.00
Caulking 200.00
Total $10,000.00
t 1. Please complete the table below showing the types and amounts of funding being
requested for the proposed project.
Funding Source and Type of Funds Amount of Funding Requested
Iowa City CDBG (public) $8,000
Iowa City HOME (public)
State of Iowa HOME (public)
Iowa Finance Authority (public)
City of Iowa City - Tax Increment Financing (public)
City of Iowa City - Tax Abatement or Exemption (public)
Applicant Contribution of Equity (private)
Private Lender Finandng (private)
Low Income Housing Tax Credits (private)
Pdvate Foundation(s) (private) $1,000
Volunteer Labor and/or In-kind Donations (private) $1,000
Other Private Reources (private)
Total of Pdvate Funds $_2,000 (a)
Total of Public Funds $_8,000 (b)
TOTAL PROJECT FUNDING $10,000 (c) (sum of lines a and b)
Number of Units $ (d)
Requested Public Subsidy Per Unit $ (line b divided by
line d)
Total Cost Per Unit $ (line c divided by line d)
NUMBER Of UNITS ASSISTED WITH PUBLIC FUNDS
11 b. If partial funds am awarded, will the project/program continue? Yes No__X
If yes, at what level?
Present fees for services and boardinghouse budget does not allow for rehab at this time. The project would
be delayed.
5
12. Program regulations require a 25% match for HOME fundinR only. Describe how your
organization or the proposed project will help the City of Iowa City meet this match
requirement for local HOME funds. fi the proposed project is requesting HOME funds from
the State of Iowa please describe how the ~roiect will meet this matching requirement
without the use of City funds.
Local HOME Funds Requested $ x ,25 = $ Local Match
State HOME Funds Requested $ x .20 = $ State Match
13. To help promote the efficient use of federal, state and local funding please describe how
the project will maintain longer-term fin excess of ~3rooram requirements) or permanent
affordability. Describe how the project will provide for affordable housing at rental rates
lower than those in the exisUng rental market.
Longest Required Affordability Pedod ~ (years) Proposed Affordability Pedod (years)
Clients are charged a set rate for room and board. They are not required to pay service costs.
Rent has not been increased at the Boardinghouse since its'inception. Room and board costs to
the clients are far below rent costs in the community. This funding request would make the facility
safer and more appealing to clients living there.
14. Briefly outline the proposed timetable for the commitment and expenditure of the funding
being requested (include other project factors such as rezoning, construction schedule, or
application(s) for other funding). Please Note: if funded. this schedule will be used for any
13roiect aqreement for the use of CDBGWOME fundino.
Date Description of Activity
July 1, 2000 Beginning of City Rscal Year and Project Start Date
7/1/00 Intedor repainting, caulking and installation of handrails
8/1/00 Kitchen rehab and appliance purchase, installation
15. Please provide evidence of your organization's capecity and experience to undertake and
complete the proposed project within the established timetable and budget (include
evidence of financial commitment(s) including terms and amounts).
Hillcrest Family Services is a 103-year-old organization serving children, families and adults with
mental illness in eastem Iowa. We have successfully operated the Boardinghouse in Iowa City
since 1988. We have demonstrated pdor financial commitments to the house and services to
residents in this facility for the past 12 years. We have completed pdor projects, including the
construction of a group home, Birch House at 745 Pepper Ddve, a HUD funded facility in Iowa
City, on time and within budget specifications.
16. Tell us why this project is needed (include infommtion from market studies or other
supporting documentation) and how it will fill a gap in the City's housing market. In addition,
describe how the proposed project addresses the priorities, strategies and goals cited in the
CITY STEPS Consolidated Plan and the Maxfield Housing Market Analysis. (Please specify the
ONE MOST applicable priority need and priority need level, as shown in CITY STEPS)
tuH
This rehab project directly benefits 9 special needs, low income clients at a time in the Iowa City
community by providing housing, food and social services to people who would otherwise be
unable to live independently. Many have had successive psychiatric hospitalizations and
residence in group homes that are more restrictive living arrangements. City Steps has indicated
that permanent and transitional housing for persons with special needs are high priorities.
The illnesses of the clients and the medications they take impair their judgment, so personal
safety is always an issue. The present kitchen and appliances and lack of handrails present
safety concerns for clients.
One of the central elements of residents' treatment is building self worth and pdde. By
providing clients with attractive, pleasant surroundings, we enhance their lives. If we ara to be
successful in giving them the skills to eventually become independent and care for their own
personal property, we must model that same behavior by having a well-maintained fadlity.
Priority Need Priority Need Level (High, Medium or Low)
17. Discuss your organization's policy for obtaining input from low income persons potentially
bene~ting or affected by the proposed project and your mechanism(s) for obtaining
feedback once the project is completed. If applicant is a non-profit, please include
evidence (such as minutes of a formal meeting) that the proposed project has the support
of the organization's Board of Directors.
Hillcrest surveys clients upon discharge for their input into the types and quality of services
rendered to them. In addition, clients have access to the consumer advisory meetings held once a
month at the Iowa City Hillcrest Supported Living office. The Boardinghouse has Visiting
Counselors assigned to meet regularly with clients, so clients may provide unsolicitad feedback at
any time.
18. An objective of the City of Iowa City Comprehensive Plan is to promote diverse housing
developments (variety of housing types and a mix of all income levels) please descrtba
the population this project is to serve and how the project will promote diversity. Please
indicate the number of persons or households that will be served by the proposed project
by income category (see aUached table for local Income Guidelines).
Circle Persons or Households
Number between 0 - 30% median income 7__ persons or households (a)
Number between 31 - 50% median income 2_ persons or households (b)
Number between 51 - 80% median income 0 persons or households (c)
Number between 80 - 100% median income 0 persons or households (d)
Number over 100% median income persons or households (e)
TOTAL 9_ Persons or Households (f)
Percent LMI I (lines (a+b+c) divided by line f*100)
19. As accurately as possible please describe how outcome date indicates that the project
objectives can be met. First, describe the outcome date or key elements the project is
working towards (e.g. units to be rehabilitated). Second, please discuss how these
outcome data will be met by the proposed project.
If funding is provided, the rehabilitation of the fadlity will improve the safety, accessibility
and appearance of the living space for nine chronically mentally ill clients. By providing adequate
living arrangements and supportive services, clients may be able to move out on their own.
Outcomes for the Boardinghouse include: enhanced access for clients to existing space which is
up to code, meets safety requirements and is attractive. Residents would have improved fadlities
that provide for more normalized and cost-effective living arrangements. Ultimately, clients would
be able to gain the skills necessary to function independently in the community.
Due January 18, 2000 by 12:00 NOON
City of Iowa City
Department of Planning and Community Development
410 E. Washington Street
(319) 356-5230
FY01
HOUSING APPLICATION GUIDELINES
· APPLICATION PACKET MAY NOT BE LONGER THAN A
TOTAL OF 12 PAGES (18 PAGES IF INCLUDING PRO FORMA).
HOUSING AND COMMUNITY DEVELOPMENT COr~4MISSION 1/17100
A I B C I b i E t F S I n i J '1 'C I L
1 PROFORMA SPREAD SHEET AMOUNT _' ......... j__ _ !
2 LINE DESCRIPTION .... ~;~t:j .... ~;'~#2 YR#3 ;YR/~,i ..... '~;R'j~" ~;~j6' "YR~7 ~ ..... YR~9
3 I Gross'Rent
43~4~j 44003 44883j .... ~i ..... 4~' ~ 48583"'~'~5~ 50545~ 51551
4 2 OUter in~me 0 ...... ~ ........ ~ .... ~ ~ O 0
5 3 Tenant Contributions 0~ 0 ~ ...... ~ ...... ~ ..... 0 0 ..........~ O 0
6 4 Gross I~o~(j t~m 3)' 43140 44003 ~ .... ~i ..... ~6~j 4763~ 48583 4955z 50545 5! 556
7 5 vacancy Loss ( 5% of 1) ....... ~j~' 2200 ~44' "'~2~ ...... ~35 ~3~ .... ~" ___~ '~
8 6 Effective Gross In~me (4-5) ~ 40983: 4~0'~ 42639~ 43491 44361 45249 d6~ "' 47077
g 7 Es~maled Insuran~ ....... ~']~ 1975 ~0~ ...... ~ .... ~ .................... "
- "~ ' : = 2222 2289 2358
10 8 Repairs & Rep[acemenf(7'$390) ""~'~ ......... ~ ~ "'~ ' ~ "" ~ ...... ~
11 g Management Fees 7% of gross renl ....... 3'0~F 308oj .....5i~ ~ "' ~ .... 55541 ....~ .... 3469
12' 10 PmpeHy Taxes
ol ......~: ........~o o~ o o
13 '~'.~i~~X~'~' .............. ~ 2224~ ..... ~0~1 ~5~94j" 24~ ' ~ ' ~' 26556 27352 28173 29018
14 ~ ' ! .................. - ......
12jRevenues (3% of gross ,ent) ........ ~ .....-~?.~ ...... Z~20; 1~ .... 13Z~ 1401 ~ .... i'~ .....~'4~ .... i~ ' ' '~'~i~~ ..... i847
...................... 32957~ 33~7~ .... 54~i4l ~1 '~ 3~'
15 '~i6~~x~en~'" ~ 31201 32067i ' 'b6821 96~ 95~8j
16 14: Net Operaling Income (8~i3)~97829736~
17 15~Debt Sewice ~1 ............~-"
.. . ....., ................. ......... ..............
19 17 Total Debt Seaice 0 "'~ 0j I ......
20 .... ~ Cash Flow ........... ~ .... 0 0 0' 0 0 0
. i 9782. 97361 "'96~{ .... 9~ .... ~54~ ~6~, '~'~3~6. "92~i
21 lg Cash on Hand RO[ (line 18I$18f,~8) _._~.~. ....... ~.~{ ..... ~.~-r' 5.~. "'~.~'~% ..... ~ ' 4.~' ' ~.~J
24 22E~0~i~ ......................~-SZ_-~ .........~ .......b ......b ........0 ....6 ....bJ ....b;
25 23 Principal Paymenffi 0 O ~ 0 0 O O 0 0~ 0
26 24 Rosefie from line 1~
1294 1320 1346 1373 1401 1429 "~ "~.~.'~7 ....... ~.~ 1~7
27 25 Earnings before t~(l[~e 20-21&~23&~ ..... ~8~" '~ ' ~6~" '5~ "5~i "' ~ ' 5~j~ 3540 3458 3366
28 26 T~es 0% "
30 28 Cash Row carWoven' ....................... 9~ ....... g~ 9682 9819 9548 '~ .... ~ ....... ~27~ 9164 9041
_31 29 T~es rnc~red 0 0 ~ ...... ~ ..... ~J .... ~ 0 0 .......
32 ~ C_~h~o~_p~er~ (28-~ 9782 9736 9682 9619 9548( 9467 9376"" 9275 9164 9041
33 31 Cash flow affe~'t~ ........ '
.............. 9782 9736 .... ~ .... ~ ~48 ' b4~ ' ' ~ ~27= "~ ~4
34 32 RehabT~Credi~ ....................... b ...... 6 ..... ~ ..... ~ ...... ~ ~ ...... ~- --~
35 3~ L~'W'i~co~ ~dit ' ' 0 ' ' 0" 0 ' '6 ~ ' '~ ............. 5~ ......... ~
36 ~ ~i~a~,~ee~ ....................................... ~ ........... ~ ~
37 35 Net Cash Fio~ ~her ~ax (3j IhrU' 34) ..................... , e , ..... _ ..
CITY OF IOWA CITY
FY01 CDBG and HOME FUNDING REQUEST FOR ALL HOUSING PROJECTS
Project Name: Successful Living /" .
c! ".,, ,...,.
Type of Project: Transitional Housing Project
GENERAL INFORMATION
~'~- .,
1. Lead Applicant Name Successful Living
Applicant Address 716 N. Dubuque St., Iowa City, IA 52245
Contact Person Theresa Kopatich Title Executive Director
Phone Number 356-0947 Fax Number 356-0947
E-mail Address Kopatich~inav.net
2. Secondary Applicant (if applicable) N/A
Applicant Address
Contact Person Title
Phone Number Fax Number
E-mail Address
3. Type of Applicant (check one):
Community Housing Development Organization
X Private non-profit organization
Private for-profit, individual or partnership applicant
Public Organization
4. Federal Tax Identification Number: 42-1470339
5. Amount of Funds Requested
HOME $ grant $200,000 loan
CDBG $ grant $ loan
SUB-TOTAL ~ grant ~ 200,000 loan
TOTAL REQUEST ~ 200,000
If a loan is requested, please indicate the applicable loan terms: Years
Principal and interest (amortized loan)
Principal and no interest (amortized loan)
Principal and a balloon payment
Conditional Occupancy Loan (future repayment) X perpetuity
Declining Balance Lien (forgiven over time)
Other: (explain)
2
6. Provide a brief description of the proposed project (p/ease limit response to this space).
Successful Living request funding assistance to purchase a building located at 214 Church St. in
Iowa City. The property was previously own by Hillcrest Family Services and used as a residential
group home for the mentally ill. This dwelling has eight bedrooms and will be used for transitional
housing for homeless and very-low income persons. Successful Living will raise the additional
$11,5,000 needed to purchase the property.
Successful Living will provide on-site support services to persons living in the house. These
services will include development of job and employment skills, training of basic daily living
skills, a variety of supports for mental illness issues and interpersonal skill development such as
anger management, conflict resolution, problem solving, and self esteem. In addition recovery
counseling will be available. Regular house meetings will be held to help keep residents
informed and to have resident involvement in decision making affecting the creation or
operation of the house and supportive services.
The funding assistance from the City is critical in order to keep the rents at affordable prices for
the clientele the agency serves all of whom come into the program with incomes below 30%
median.
7. Please list amount of CDBG and/or HOME funds received within the last three City fiscal
years and the status of the project(s) undertaken. (City fiscal year July I to June 30)
Fiscal Year Funds Received Budgeted Amount Amount Expended (to date)
FY98 (July, 97 - June, 98) 0 0
FY99 (July, 98 - June, 99) ~ 11,000 $11,000
FY00 (July, 99 - June, 2000 929,395 $16,639.00
7b. Does the proposed project pay property taxes? Yes __ No X
If property taxes are not paid, does the proposed project make a Payment In Lieu of
Taxes? Yes X No If "yes", what is the percent of full taxes
paid? __% and amount paid $ 100 a year
This project was the site of a Hillcrest Facility Group Home. So it has not been paying taxes. We
are not taking a tax paying site and turning it into a non-taxpaying site.
8. Briefly describe the project goals for providing or assisting in the preservation or expansion
of affordable housing in Iowa City, and how the project will benefit the targeted income
group (e.g. goal of providing rental housing to lower income persons without use of
Section 8 rental assistance or level of subsidized rent compared to market rates).
1. Rents will range between 9150 to 9260 a month, well below existing fair market rents of
9346. This provides persons not eligible for rental assistance affordable housing.
2. 8 rental units will be added to the Iowa City housing market for homeless or low-income
persons (30% or below median income)
3. On-site support services will be offered to the residents to empower them to reintegrate into
the community, thereby re-using the units over and over. Successful Living, a non-profit
agency intends to be in the Community and operate this facility for perpetuity.
For the past year we have had a waiting list of about 40 at all times. In addition we receive
about 5 calls a week from persons needing housing and services immediately and can't wait
on a waiting list.
9. Describe in detail the project location, address(es), (provide maps and/or drawings), type of
project (new construction, acquisition, rehab, tenant based rent assistance or downpay-
ment assistance), total number of units and number of units assisted with public funds.
The project is located at 214 Church St. in Iowa City. 9200,000 of the funds requested
are for acquisition of the property. There are 8 SRO units in the project. There is a large
common kitchen and family room. Residents will share bathrooms.
10. Please detail a complete budget including the proposed sources and uses of funds for
the project. Include all other funding requested for the proposed project to be
completed (e.g. infrastructure improvements). Where possible use third party
documentation for project costs.
This project is for acquisition of property. The purchase price is 9315,000. We are requesting
9200,000 from the City of Iowa City to assist in the purchase. Hills Bank and Trust has
committed to loaning Successful Living the remaining 9115,000 needed to purchase the property.
I'/0
11. Please complete the table below showing the types and amounts of funding being
requested for the proposed project.
Funding Source and Type of Funds Amount of Fut)ding Requested
Iowa City CDBG (public)
Iowa City HOME (public) $200,000
State of Iowa HOME (public)
Iowa Finance Authority (public)
City of Iowa City - Tax Increment Financing (public)
City of Iowa City - Tax Abatement or Exemption (public)
Applicant Contribution of Equity (private)
Private Lender Financing (private)
Low Income Housing Tax Credits (private)
Private Foundation(s) (private)
Volunteer Labor and/or In-kind Donations (private)
Other Private Reources (private) $115,000
Total of Private Funds ~ 115,000 (a)
Total of Public Funds $ 200,000 (b)
TOTAL PROJECT FUNDING ~ 315,000 (c) (sum of lines a and b)
Number of Units ~ 8 (d)
Requested Public Subsidy Per Unit $ 25,000 (line b divided by line d)
Total Cost Per Unit $ 39,375.00 (line c divided by line d)
NUMBER of UNITS ASSISTED WITH PUBLIC FUNDS 8
11 b. If partial funds are awarded, will the project/program continue? Yes No X
If yes, at what level?
5
12. Program regulations require a 25% match for HOME funding only. Describe how your
organization or the proposed project will help the City of Iowa City meet this match
requirement for local HOME funds. If the proposed project is requesting HOME funds from
the State of Iowa please describe how the project will meet this matching requirement
without the use of City funds,
Local HOME Funds Requested $ 200,000 x .25 = ~ 50,000 Local Match
State HOME Funds Requested $ x .20 = $ State Match
Hills Bank has committed to loaning us the needed remaining funds for the project at an interest
rate below normal rates.
13. To help promote the efficient use of federal, state and local funding please describe how
the project will maintain longer-term (in excess of program requirements) or permanent
affordability. Describe how the project will provide for affordable housing at rental rates
lower than those in the existing rental market.
Longest Required Affordability Period 15 (years) Proposed Affordability Period
perpetuity (years)
Successful Living is a non-profit agency that intends on being in the community for a long time.
This dwelling only has 8 rental units. By not having to make a large monthly payment, we can
keep rents at below fair market prices making them affordable to the clientele we serve.
14. Briefly outline the proposed timetable for the commitment and expenditure of the funding
being requested (include other project factors such as rezoning, construction schedule, or
application(s) for other funding). Please Note: if funded, this schedule will be used for any
project agreement for the use of CDBGWOME funding,
Date Description of Activity
July 1, 2000 Beginning of City Fiscal Year and Project Start Date
July 5m, 2000 Close on the purchase of the property
5~ - 30~ Prepare house for occupancy
August 1 ", 2000 Move residents in
There are no zoning problems or major construction issues. We need the days in July to clean
and paint and do a few minor repairs.
15. Please provide evidence of your organization's capacity and experience to undertake and
complete the proposed project within the established timetable and budget (include
evidence of financial commitment(s) including terms and amounts).
Successful Living has been operating in the Iowa City area for the past 2 years. They
currently manage 30 SRO units, located in two houses in the area. This will be a natural
progression for their agency to own the property. This project is for acquisition of
property. The building is currently empty and there is very little work needed to begin
serving residents.
16. Tell us why this project is needed (include information from market studies or other
supporting documentation) and how it will fill a gap in the City's housing market. In addition,
describe how the proposed project addresses the priorities, strategies and goals cited in the
CITY STEPS Consolidated Plan and the Maxfield Housing Market Analysis. (Rease specify the
ONE MOST applicable priority need and priority need level, as shown in CITY STEPS)
CITY STEPS Consolidated Plan
On pages 89 & 92 Transitional shelters and Permanent Supportive Housing for individuals and
persons w/special needs was listed as HIGH Priorities.
On page 96 the plan list "Developing Single Room Occupancy (SRO) type housing for singles with
access to support services", as a strategy to providing transitional housing needs.
On page 98 the need for Substance Abuse Services and Employment Training are listed, as High
Priority needs. Also a high priority need is Other Public Service Needs, including housing and
support services to persons with disabilities and/or drug and alcohol addiction.
The Successful Living agency addresses all the above issues in a very cost effective, least
restrictive way. The agency provides on-site alcohol/drug abuse counseling mental health
services and other types of housing and services designed to develop independence and self-
sufficiency. It is also the only transitional housing opportunity for single working individuals
in the Johnson County area. In its two years of operation Successful Living has opened up
43 SRO units at very affordable rents.
Maxfield Research
In January of 1998 the Maxfield Research Inc. prepared for the Iowa City Planning and
Community Development Dept. of Iowa City a housing market analysis and demand estimate for
the Iowa City Urban area. Maxfield Research Inc. conducted a comprehensive housing needs
study examining the amount and the types of housing needed to satisfy demand from current
and future residents of the Iowa City Urban Area through the year 2010.
The research found a substantial shortfall in the number of units affordable to low-income (0-
50%), non-student households in the Iowa City Area. The research estimated that an additional
700 units of subsidized general occupancy housing would be needed in the area by 2005.
Successful Living is the only entity offering SRO (single room occupancy) units for very-low
income individuals. Currently 43 SRO units exist with 14 of those offering subsidized rent for
up to two years and the remaining 29 units are rented below current fair market rents. In 1990
there were none of these types of units available. According to Iowa City Rental Housing
Surveys vacancy rates went from 0.4% for an efficiency/one bedroom unit size dwelling in
1995 to 0.0% in 1999. The Maxfield Research states the 1997 fair market rents (including
utilities), in Johnson County are $337 per month for a studio. Based on housing cost allocation
of 30 percent of income, persons of very-low income (0-30% of the County Median Income)
could afford a maximum monthly housing payment of $300 per month. Low-income persons
(31 to 50% of County Median Income), can afford housing payments of about $300-$500 per
month. Rents for this project run from $156 to $256 per month. Making them very affordable
for the Iowa City Area.
Transitional Housing HIGH
Priority Need Priority Need Level (High,
Medium or Low)
17. Discuss your organization's policy for obtaining input from low income persons potentially
benefiting or affected by the proposed project and your mechanism(s) for obtaining
feedback once the project is completed. If applicant is a non-profit, please include
evidence (such as minutes of a formal meeting) that the proposed project has the support
of the organization's Board of Directors.
House meetings are held weekly so those tenants can have a chance to express their concerns.
During these meetings we receive a lot of feedback on our program about things people like and
things they suggest we change.
We have suggestion boxes available for persons to provide written comments.
We have consumers complete a program evaluation form, once a year.
The board has a goal to develop a "Quality Assurance Program" by August 1 ,t, 2000.
Consumers fill out yearly evaluations on counselors.
A current resident is a member of the Successful Living Board.
18. An objective of the City of Iowa City Comprehensive Plan is to promote diverse housing
developments (variety of housing types and a mix of all income levels) please describe
the population this project is to serve and how the project will promote diversity. Please
indicate the number of persons or households that will be served by the proposed project
by income category (see attached table for local Income Guidelines).
Circle Persons or Households
Number between 0 - 30% median income 8 persons or households (a)
Number between 31 - 50% median income persons or households (b)
Number between 51 - 80% median income persons or households (c)
Number between 80 - 100% median income persons or households (d)
Number over 100% median income persons or households (e)
TOTAL 8 Persons or Households (f)
Percent LMI 100 (lines (a+b+c) divided by line f*100)
It is important to remember that there remains a gap in Iowa City for housing for persons
of low-incomes. The persons we serve come into the program with incomes at the 0-30%
median income level. Due increased employment many leave the program with incomes
above this level.
19. As accurately as possible please describe how outcome data indicates that the project
objectives can be met. First, describe the outcome data or key elements the project is
working towards (e.g. units to be rehabilitated). Second, please discuss how these
outcome data will be met by the proposed project.
The outcome of this project is that 8 units of affordable housing will become available to
homeless or very-low income persons. By not having to make a large monthly loan payment, we
can keep rents at below HUD fair market prices making them affordable to the clientele we serve.
Proforma Spread Sheet
FY00 CDBG and HOME Rental Housing Projects
Line Descdl~tlon Symbols YR1 YR2 YR3 YR4 YR5 YR6 YR7 YR8 YR9 YR'I0
Revenues
I Gross Rentallncom6 +G. Rerrt $ 22,580.00 $ 23,011.20 $ 23,471.42 $ 23.940.85 $ 24,419.67 $ 24,908.06 $ 25,406.22 $ 25,914.35 $ 26,432.64 $ 26,961.29
2 Other ~ncome +o.)~come $ 500.00 $ 510.00 $ 520.20 $ 530.60 $ 541.22 $ 552.04 $ 563.08 $ 574.34 $ 585.83 $ 597.55
3 Tenant Contributions +T. Contmbueon $ $ $ $ $ $ $ $ $ $
4 Gross Revenues =G. Incorrm $ 23,060.00 $ 23,521.20 $ 23,991.62 $ 24.471.46 $ 24,960.89 $ 25,460.10 $ 25,969.31 $ 26,488.6915 27,01847$ 27,558.83
5 VaCanCy LOSS -Vac $ 461.20 $ 1,176.06 $ 1,199.58 $ 1,223.57 $ 1,248.04 $ 1,273.01 $ 1,298.47 $ 1.324.43 $ 1,350.92$ 1,377.~
6 Effective Gross Income -EGI $ 22,598.80 $ 22,345.14 $ 22.792.04 $ 23,247.88 $ 23,712.84 $ 24,187.10 $ 24,670.84 $ 2~.14~. 25,667.54 $ 26,180.89
Operating Expenses
7 Insurance $ 2,000.00 $ 2,060.00 $ 2.121.80 $ 2,18545 $ 2,251.02 $ 2,316.55 $ 2,388.10 $ , , 2,533.54 $ 2,609.55
8 Maintenance & Strudural Repairs s 2.000.00 $ 2,060.00 $ 2,121.80 $ 2,185.45 $ 2,251.02 $ 2,318.55 $ 2,388.10 $ 2.459.75:~$~ 2,533.54 $ 2,609.55--
9 Management Fees $ 3,000.00 $ 3.090.00 $ 3,182.70 $ 3.278.18 $ 3,376.53 $ 3,477.82 $ 3,582.16 $ 3,689.62 $ 3,800.31 $ 3,914.32
10 Property Taxes $ s $ $ $ s s $ -~ s $
11 Misc, Operating Expenses $ s s s s $ 5 _ ~s $ -_
Electdc $ 6,000.00 $ 6,180.00 $ 6,365.40
Water S 2,400.00 $ 2,472.00 $ 2,548.16 $ 2,622.54 $ 2,701.22 $ 2,782.26 $ 2,885.73 $ 2,951.70 $ 3,040.25 $ 3,131.46
Trash $ 1,200.00 $ 1,236.00 $ 1,273.08 $ t,311.27 $ 1,350.61 $ 1,391.13 $ 1,432.86 $ 1,475.85 $ 1.520.12 $ 1,565.73
Common phone&Cable S 900.00 $ 927.00 $ 954.81 $ 983.45 $ 1,012.96 $ 1,043.35 $ 1,074.65 $ 1.106.89~ $ 1,140.09 $ 1,174.30
12 Reserves S 2,000.00 $ 2,060.00 $ 2,121.80 $ 2,185.45 $ 2,251.02 $ 2,318.55 $ 2.388.10 $ 2,459.75 $ 2,533.54 i $ 2,609.55
13 Total Operating Expenses -OPR. Expenses $ 19,500.00 $ 20,085.00 $ 20,887.55 $ 21,308.18 $ 21,947.42 $ 22,605.84 $ 23,284.02 $ 23,982.54 $ 24,702.02 $ 25,443.08
14 Net Operatinglncome =,0~ s 8,o98.80 $ 2,260,14 $ 2,104.49 $ 1,939.71 $ 1,765.42 $ 1,581.25 $ 1,386.82 $ 1,181.72 $ 965.535 737.82
15 Debt Service First Mortgage
16 Debt Service Second Mortgage(s) $ $ s
17 Total Debt Service -D~S S $ $ $ $ S $ $ $
Debt Coverage Ratio NOI/Debtservice 1.31% 1,31% 1.31% 1.31% 1,30% 1,30% 1.30% ~ 1.28% 1.27%
Theresa Kopatich
From: Valerie Kemp <Valerie. Kemp@doc.state. ia. us>
To: kopatich@inav.net
Subject: Minutes
Date: Wednesday, January 12, 2000 7:27 AM
Successful Living Board Minutes
The meeting was held in room C of the Iowa City Public Library
Meeting was called to order at 5:30 pm
Present were Theresa Kopatich, Leslee Roepke, Melissa O'DonnellI-Long, Linda
Paul, Billl Myer and Valede Kemp.
The previous minutes were approved.
Directors report
Theresa reports that the program received a $104,000 Federal Home Loan grant
for the 21 unit. Have 2 other grant proposals submitted and waiting for a
response. Theresa would like to ask the City Council for a funding for a
full time assistant. That person would work in client management. Board
approved making the request from the city.
The home previously operated by Hillcrest on Church Street is vacant.
Theresa requested approval fromt he board to ask the city for a $200,000
loan to purchase the home. The remaining $115,000 balance would be covered
by a Federal Home grant. Applications are due by 1/15/2000. Board authorized
Theresa to pursue this loan.
State inspectors gave a list of corrections needed. Corrections in case
files have been adopted. The board needs to develop quality assurance
guidelines by August 1, 2000, personal policies by 3/30/2000. The board will
develop personal policies prior to the deadline.
Theresa reviewed vision is to purchase the Church St. house, develop the
lawn care business to provide income and jobs for the program, develop a
substance abuse prevention program and put a substance abuse counselor on
call. The Senior Center has agreed to display residents art work for the
downtown Art Walk.
Job Descriptions
Discussion on the proposed job descriptions with some suggestions for
modification that Theresa will adopt.
Treasurer
Theresa asked whether we need a treasurer to monitor finances. Currently the
Board president signs payroll and all checks over $200.00. Board decided
this system is working and Theresa will meet monthly with the Board
President to review financial records.
Eviction Process
Theresa questioned whether we need a formal policy on this. Board requested
that evictions be approved by the Board president.
Waiting List
Currently there are 40 people on the waiting list. They are contacted on a
first come, first serve basis. Discussion was held on developing a priority
list considering medical needs, domestic violence, and other risk factors.
The new sponsor pamphlet was handed out for review. The board will address
Page I
personnal policies next meeting.
Meeting adjourned at 6:30 pro. Next meeting will be 3/14/2000 at the Iowa
City Public Library.
Page 2
CITY OF I0 WA CITY
12 January 2000
Theresa Kopatich
Kopatich~inav.net
The property at 214 Church Street has operated as a residentially-based care facility since 1984,
when it was owned by Hillcrest Family Services.
The current language in Iowa City's zoning ordinance defines Family Care Facilities as "A
community-based residential home. ..that is government licensed or approved, and provides room
and board, personal care, rehabilitation services, and supervision for not more than eight persons
with disabilities in a family environment... ",
The purchase of 214 Church Street by Successful Living, which is currently accredited by the
State of Iowa Department of Human Service's Division of Mental Health and Developmental
Disabilities to provide "community supported mental health services", would not result in a change
in use of this property. The only limitation would be that not more than eight persons could be
resident clients of the facility.
Please call me at 356-5132, or email me at julie tallman@iowa-city.org if you have questions or
need additional information.
Respectfully,
Julie Tallman
Development Regulations Specialist
Hills Bank
and Trust Company e~ 9-338-1277
January 14, 2000
COMMITMENT LETTER
Successful Living
C/o Theresa Kopatich RE: Purchase of 214 Church Street,
716 North Dubuque Street Iowa City, IA 52240
Iowa City, Iowa 52240
Dear Theresa:
We are pleased to inform you that your application for a 1/1 Adjustable Rate Loan Mortgage in the
amount of $115,000.00 at an initial interest rate of 8.70% has been approved subject to the
following conditions:
· A preliminary title opinion indicating Hills Bank can obtain a valid first mortgage lien
position on the property.
· A hazard insurance policy on the property with Hills Bank and Trust Company named
as "mortgagee" on the property. Please have your insurance agent provide a binder
and receipt of premium paid prior to closing, as this information is needed in
order to prepare a portion of the loan documents.
· If the property which secures this loan is determined to be located in a flood zone, flood
insurance will be required.
· Awarding of HOME funds from the City of Iowa City in the amount of $200,000.00.
· Receipt of annual year-end financial statements of Successful Living as well as
documentation and resolutions from Successful Living stating who may sign on behalf
of the organization.
We understand and acknowledge this project is worthwhile and will benefit low income individuals
in our community. Therefore, 'we will waive our third party appraisal requirement which will save
your organization approximately $1,500.00. In addition, we will charge only $75.00 document
preparation fee (one-half of our normal charge) and our interest rate will be '/2% lower than our
normal rates for a loan of this type. Also, no points or origination fees will be charged as part of
this loan transaction.
You will need to select an attorney to review the abstract of title and submit a preliminary title
opinion prior to the closing. Closing can occur when flee and clear title can be obtained. We
encourage you to consult your attorney regarding their need to be present at closing.
· 131 Main Street, Hills, Iowa 52235, 319-679-2291 · 1401 South Gilbert Street, Iowa City, Iowa 52240, 319-338-1277
· 1009 2nd Street, Coralville, Iowa 52241, 319-351-8000 · Highway 965, North Liberty, Iowa 52317, 319-626-2381
· Eastside. Inw~ City. InwR ~4Cl 319-,qJ3R-RRR1 · 1.q~ I= W~hinntnn .c;tr~c~t In~J~ (':,ih/Inw~ .cri99zl(} .'IlCl-51FiI-.Q.-~gt7
January 14, 2000
Commitment to Successful Living
Page Two
Enclosed you will find a Disclosure Statement explaining how your mortgage loan will be
serviced. You will also find a Good Faith Estimate of Settlement Costs indicating the estimated
closing costs, finance charges, and monthly payments. Additionally, the enclosed Loan Program
Disclosure indicates how your interest rate may adjust.
To accept this commitment, please sign the Disclosure Statement, Good Faith Estimate of
Settlement Costs, Loan Program Disclosure, and this Commitment Letter and remm in the
envelope provided within 10 days. An extra copy of each document is enclosed for your records.
This loan commitment will expire on July 1.2000. We do understand the closing will take place on
July 1, 2000. We will need the authorized signers present at the dosing to sign loan documents.
We are happy to grant your loan request and are pleased that you have chosen Hills Bank and Trust
Company.
~~lly
Vice President
Enclosures
Accepted by:
The')resa Kopatich f I ' i "-~ - 'C~ C' o G
Date
Mid-Eastern Council o ~ Chemical;AIScVse t v E D" ~
Page I of 8
JAN 18 2000
CITY OF IOWA CITY . z
FY01 CDBG and HOME FUNDING REQUEST FOR ALL HOUSING ~'~OTJECTS -----~
Project Name: MECCA Transitional Housing
Type of Project: New Construction; Transitional Housing
GENERAL INFORMATION
1. Lead Applicant Name Mid-Eastern Council on Chemical Abuse
Applicant Address 430 Southgate Avenue, Iowa City, IA 52240
Contact Person Ron Berg Title Associate Director
Phone Number 351-4357 Fax Number 351-4907
E-mail Address rberg~fyiowa. infi.net
2. Secondary Applicant (if applicable) none
Applicant Address
Contact Person
Phone Number Fax Number
E-mail Address
3. Type of Applicant (check one)
Community Housing Development Organization
X~ Private non-profit organization
Private for-profit, individual or parmership applicant
Public Organization
4. Federal Tax Identification Number: 42-094603 1
5. Amount of Funds Requested
HOME $390,000 grant $ loan
HOME grant $ loan
HOME grant $ loan
TOTAL REQUEST $ $390,000
If a loan is requested, please indicate the applicable loan terms: Years
Principal and interest (amortized loan)
Principal and no interest (amortized loan)
Principal and a balloon payment
Conditional Occupancy Loan (future repayment)
Declining Balance Lien (forgiven over time)
Other: (explain)
Mid-Eastern Council on Chemical Abuse
Page 2 of 8
6. Provide a brief description of the proposed project.
MECCA is requesting funds to construct a 12 unit apartment building to provide transitional
housing to our substance abuse clients needing long term support services. These clients will be
eligible for rental assistance through the City Housing Authority to pay the cost of rent on these
units. The rental income will allow MECCA to assume additional debt to construct the facility,
as well as provide salary for .75 FTE staff person to provide maintenance and security services.
The apartment complex will allow long term transitional housing to be combined with MECCA's
substance abuse treatment services. In addition to MECCA's services, clients will have access to
Public Health and Medicaid funded programs at MECCA; Women and Children services, and
Dual Diagnosed services with Community Mental Health Center and University of Iowa.
The target group for these units are single parents earning less than 51% of the Median Family
Income who have substance abuse issues impacting their life. From December, 1998 through
December, 1999 there were 51 female heads of household from Johnson County admitted to
MECCA for substance abuse treatment. Additionally, there were another 65 Johnson County
residents who reported living with their children and a significant other who were admitted for
substance abuse treatment at MECCA. All of these 116 clients report an income at or below
30% of Median Family Income.
7. Please list amount of CDBG and/or HOME funds received within the last three City
fiscal years and the status of the project(s) undertaken.
Fiscal Year Funds Received Budgeted Amount Amount Expended (to date)
FY 98 (July, 97-June, 98 26,000 26,000*
FY 99 (July, 98-June, 99 26,800 26,800*
FY 00 (July, 99-June, 00 27,872 27,872*
*Aid to Agency ~mds
7b. Does the proposed project pay property taxes? Yes__ NoX
If property taxes are not paid, does the proposed project make a Payment in Lieu of
Taxes? Yes X No
In lieu of taxes, MECCA will pay 5% of annual net income realized from this project.
8. Briefly describe the project goals for providing or assisting in the preservation or
expansion of affordable housing in Iowa City, and how the project will benefit the
targeted income group (e.g. goal of providing rental housing to lower income persons
without use of Section 8 rental assistance or level of subsidized rent compared to market
rates).
MECCA's goal is to provide transitional housing to homeless and non-homeless persons with
special needs. City Steps makes three points in support of our request: 40% of the Emergency
Housing Project (EHP) clients have special needs related to mental illness, substance abuse, or
medical disability; these individuals demand a disproportionate amount of staff time; and the
great need at the Domestic Violence Shelter to serve family units.
Mid-Eastern Council on Chemical Abuse
Page 3 of 8
"Transitional housing serves as a bridge between emergency shelter and permanent housing by
providing housing with supportive services to assist households towards self-sufficiency. Iowa
City has very limited transitional housing opportunities for families." (P. 37 City Steps, 2001-
2006). MECCA's request for funding to build a 12 unit apartment complex, each with two
bedrooms, is to provide transitional housing with supportive services to families with substance
abuse treatment needs.
Our clients constantly remind us of their housing struggles. Typically these struggles include
saving money for the necessary deposits, money management, facing eviction when a relapse
occurs (which tends to lengthen the relapse), challenges of parenting, and managing their time to
attend appointments, school commitments, job, and so on. During the clients' stay in our
apartments, we would address these struggles with support services available from MECCA and
other agencies. Other resources may include, Mental Health Center, Vocational Rehabilitation,
STAR Grant, DVIP, EHP, and the University of Iowa Hospitals and Clinics. MECCA currently
enjoys close working relationships with each of these agencies. Clients will also be expected to
demonstrate responsible financial management by maintaining a balanced personal budget that
addresses past debt and establishes a savings program for deposits on future non-subsidized
housing. Residents will receive counseling and support around such issues as parenting,
nutrition, job seeking and maintenance skills, and personal healthcare. In the event of relapse,
MECCA's treatment services will be available to quickly address the immediate clinical needs
and return the client to their apartment.
9. Describe in detail the project location, address, type of project, total number of units and
number of units assisted with public ~mds.
The location of this project has not been determined. We believe it is important for the building
is close to public transportation, grocery stores and other public services. In addition, convenient
access to jobs, and/or education facilities must be assured.
The project will be new construction of a twelve unit apartment complex. All twelve units will
utilize public assistance for rent.
10. Please detail a complete budget including the proposed sources and uses of funds for the
project. Include all other funding requested for the project to be completed. Where possible
use third party documentation for project costs.
Project Costs:
Base Cost $368,832
Exterior Walls 74, 112
Heating and Cooling 243,840
Structure Costs $686,784
Land Costs $150,000
Fumishings $24,000
Mid-Eastern Council on Chemical Abuse
Page 4 of 8
Total Project Costs $860,784
Income~
CDBG Grant $390,000
Federal Home Loan Bank $ 60,000
Private Mortgage $410,784
Total Income $860,784
A detail cost estimate is attached as well as a Pro forma.
11. Please complete the table below showing the types and amounts of ~mding being requested
for the proposed project.
Funding Source and Type of Funds Amount of Funding Requested
Iowa City CDBG (public)
Iowa City HOME (public) 390,000
State of Iowa HOME (public)
Iowa Finance Authority (public)
City of Iowa City - Tax Increment Financing (public)
City of Iowa City - Tax Abatement or Exemption (pub
Applicant Contribution of Equity (private)
Private Lender Financing (private) 410,000
Low Income Housing Tax Credits (private)
Private Foundation(s) (private) 60,000 (pending)
Volunteer labor and/or in-kind Donations (private)
Other Private Resources (private)
Total of private funds $ 470,000 (a)
Total of public funds $ 390,000 (b)
TOTAL PROJECT FUNDING $ 860,000 (c) (sum of lines a and b)
Number of Units 12 (d)
Requested Public Subsidy per Unit $ 37,500 (line b divided by line d)
Total Cost Per Unit $ 71,667 (line c divided by line d)
NUMBER of UNITS ASSISTED WITH PUBLIC FUNDS 12
1 lb. If partial funds are awarded, will the project/program continue? Yes X No
It will be very difficult to continue this project if funding is reduced below our request. The
result of lowered funding will be decreased staff time available to monitor the program, which
will shift the burden to our existing staff who are struggling with unprecedented demands
already. However, in the event our request cannot be met, would want to reserve the opportunity
to examine an alternative request.
12. Program regulations require a 25% match for HOME funding only. Describe how your
organization or the proposed project will help the City of Iowa City meet this match
I¶LI
Mid-Eastern Council on Chemical Abuse
Page 5 of 8
requirement for local HOME funds. If the proposed project is request HOME funds from the
State of Iowa please describe ho the project will meet this matching requirement without use
of City funds.
Local HOME funds requested $390,000 X .25 = $ 97,500 Local Match.
MECCA is contributing $410,000 through private financing, well above the required $97,500.
13. To help promote the efficient use of federal, state and local funding please describe how the
project will maintain longer-term (in excess of program requirements) or permanent
affordability. Describe how the project will provide for affordable housing at rental rates
lower than those in the existing rental market.
Longest required Affordability Period: 15 years Proposed Affordability Period: Perpetuity
MECCA is a private, not-for-profit organization dedicated to providing substance abuse
treatment services to area residents. The development of this apartment complex provides no
opportunity for personal or corporate income through manipulation of the federal and state
income tax laws.
14. Briefly outline the proposed timetable for the commitment and expenditure of the funding
being requested (include other project factors such as rezoning, construction schedule, or
applications for other funding).
Date Description of Activity
January, 2000 CDBG Application submitted
Architect is selected
Begin search for site
Begin application for private financing
February/March, 2000Building design is finalized
April, 2000 Federal Home Loan Bank Application is submitted
May, 2000 Building site is purchased
Mortgage terms are agreed upon
Insurance purchased
July, 2000 Construction begins
Policies are written that define the terms of residence in the apartment
complex and selection criteria for eligible clients
Staff is hired
Furnishings are purchased
Waiting list is begun
Partnering agencies are informed of the project
Mid-Eastern Council on Chemical Abuse
Page 6 of 8
October, 2000 Construction is completed
Clients occupy apartments
15. Please provide evidence of your organizations capacity and experience to undertake and
complete the proposed project within the established timetable and budget (include evidence
of financial commitments including terms and amounts).
MECCA has an annual operating budget of approximately $3.5 million. This will be our second
construction project, our first being the construction of our 14,000 square foot central treatment
facility in 1986. A portion of our main facility is a 32 bed residential unit. MECCA staff who
will be directly involved in this project include the Executive Director Art Schut, Associate
Director Ron Berg, and Fiscal Officer Steve Nath. Mr. Nath has experience as a bank controller,
Mr. Schut and Mr. Berg have been with MECCA for nearly 20 years, and were both involved in
the 1986 construction. In addition, we are fortunate to have a very active and supportive
volunteer board of directors. Among our board members are real estate developers, attomeys,
and extensive financial management experience. A complete list of board members is attached.
16. Tell us why this project is needed.
According City Steps, "Iowa City has very limited transitional housing opportunities for
families" p. 37. Substance abuse clients have many difficulties facing them as they complete
their primary treatment programs, first among their challenges is housing. Many of our client
have a poor record with landlords because of poor history of making timely rent payments,
damaged facility, and no funds for damage deposits. In addition, they have no income and poor
work history creating a barrier to obtaining employment.
When clients are able to find housing, quite often a relapse jeopardizes the gains they have made.
MECCA's staff routinely hears frustrations with substance abuse clients from city housing staff,
DHS, DVIP, and EHP, as our clients who move in, out, and between these various systems
struggling to get their life organized.
The City Steps document also supplies a quantitative expression of need. Forty percent of EHP
and DVIP clients have some form of mental illness or substance abuse problems. Over 100
female head of households entered treatment at MECCA during 1999 with household income
below 30% of the median family income. Twelve apartment units for families struggling with
substance abuse issues is a minimal step toward addressing this need.
According to the listing of priority needs on page 91 of City Steps, this proposal will address
several of the highest priority needs; there is a high need for transitional housing for the lowest
income groups. This project will address the gaps for transitional housing, substance abuse
treatment, chronic substance abusers, dually diagnosed. Among the Persons in Families with
Children, we again address several high priority needs including transitional housing, substance
abuse treatment, and chronic substance abusers. And finally, among Special needs/non-homeless
persons, this project will address the needs of Persons with Alcohol/Other Drug Addiction.
Mid-Eastem Council on Chemical Abuse
Page 7 of 8
Most applicable priority need: Transitional Housing Need level: High
Substance Abuse Treatment High
17. Discuss your organization's policy for obtaining input from low income persons potentially
benefiting or affected by the proposed project and your mechanism for obtaining feedback
once the project is completed. If applicant is a non-profit, please include evidence that the
project has the support of the board of directors.
All clients complete evaluations of their treatment experience at MECCA. The evaluations are
open ended to encourage feedback on a variety of issues. In addition, all clients admitted to a
state funded and licensed substance abuse facility have the potential to be contacted by an
independent research office at the University of Iowa to evaluate their treatment experience and
outcome of treatment. Board of Directors meeting minutes for December 9, 1999 document
support of the Board for the project.
18. An objective of the City of Iowa City Comprehensive Plan is to promote diverse housing
developments (variety of housing types and a mix of all income levels). Please describe the
population this project is to serve and how the project will promote diversity. Please indicate
the number of persons or households that will be served by the proposed project by income
category.
This project will provide transitional housing for low income persons who have recently
completed a primary substance abuse treatment program. The target population will be families,
most typically women who have children. Clients seen at MECCA are widely diverse in terms
of race and ethnic backgrounds and will bring the same diversity to this project.
This project will be a single complex of 12 units. It is not our goal to address the diversity of
housing construction with a transitional housing unit. It does not seem appropriate that clients
accessing transitional support services should also be asked to bear the burden of addressing a
diversity goal of the city until they have advanced beyond the need for transitional services. It
seems too much to ask of clients to simultaneously address complex personal issues and complex
social issues of housing.
19. As accurately as possible please describe how outcome data indicates that the project
objectives can be met. First, describe the outcome data or key elements the project is working
towards (e.g. units to be rehabilitate). Second, please discuss how these outcome data will be
met by the proposed project.
Research findings for substance abuse treatment indicate that successful treatment outcomes can
be enhance by lengthening the involvement in treatment. This project will provide a mechanism
to continue treatment involvement for up to two years.
The key elements we are working towards with the project is transitional housing units for 12
families. Once the construction is completed this objective will be met. Beyond the construction
however, we want to involve the residents in ongoing support services to enhance their treatment
outcome. Clients will remain involved in at~ercare support groups at MECCA, and will be able
Mid-Eastern Council on Chemical Abuse
Page 8 of 8
to remain involved with our Public Health and Medicaid funded women and children program
and our dual diagnosed program that is a collaborative effort between MECCA, Community
Mental Health Center, and the University of Iowa. Ongoing evaluation of the client's
involvement in these programs, and the integration of housing, will be conducted throughout the
life of the project. We have found that ongoing evaluation of client satisfaction and outcome are
vital to ensuring a beneficial program.
Proforma Spread Sheet ' 'I .
FY01 CDBG and HOME Rental Housing Projects
l' R9Y YR10
I,Ine Description Symbols YRt YR2 YR3 YR4 YR5 YR6 YR7 YR8
Revenues r
1 GROSS Rental IRCOITIe ,'G. Rent $ 82,656.00 $ 84,309.12 $ 85,995.30 $ 87,715,21 $ 89,469.51 $ 91,258.90 $ 93,084.08 $ 94,945.7615 86,844.68 $ 98,781.57
2 Other Income + o. Income $ $ $ $ S i $ $ ; $ ( S $
3 Tenant Contributions *T. Contmbuuon S S S S $ S S
5 Vacancy LOSS -Vac $ 4, t32.80 $ 4,215.46 $ 4,299.77 $ 4,385.76 $ 4,473.48 $ 4,562.95 $ 4,654.20'T
$ , . ~ 4,842.23$ 4,939.08
(8% Vr_ RaCe x Orees Ir4:=ee) J
e Effective Gross lncome -E~, s 78,523.20 s 80.093.08 $ 81,895.54 $ 83,329.45 $ ~4,986.04 s 86,695.86 $ ee,429.8815 90,198.47 s 02,002.44$ 93,542.49
operating Expenses
7 Insurance $ 1.~0.50 $ 1.854.86 s ~.60~.82$ 1,~.9~ $ 2,025.92 $ 2.086.69 s 2,149.29 $ 2,213.77 $ 2.280.~9 $ 2.348.59
8 Maintenance & Structural Repairs $ 3,000.00 $ 3,090.86 $ 3,152.70 $ 3,278.~8 $ 3,376.53 $ 3.477.82 $ 3,582.16 $ 3,689.62 $ 3,800.31 $ 3,914.32
9 Management Fees s $ $ s $ $ s $ $ $
10 Property Taxes s s $ s s s s
11 Misc. Operating Expenses s 32,500.00s 33,475.00s 34,479.25s 3~5_,513.e3$ 36,570.o4 s 37,676;41 $ 38,806.70 $ 39,970.90
12 Reserves s 2,200.00$ 2,2o6.00 $ 2,3.33.08 $ 2,454.00 $ 2,476.12 $ 2.550.40 $ 2,626.92 $ 2,705.72 $ 2,786.89 $ 2,870.50
13 Total Operating Expenses -OPR. Exl)enses $ 39,500.00 S 40,685.00 $ 41,605.55 S 43,162.72 $ 44,457.60 S 45,791.33 $ 47,1e5.07 $ 48,580.02 S 50,037.42 51,5,38.54
14 Net Operating Income -,0~ s 39,023.20s 39,40s.86s 39,769.99s 45,16e.73s 40,53e.44 s 40,864.63s 41,264.63s 41,616.46 s 41,865.03 $ 42,303.05
15 Debt Service First Mortgage $ 3s,864.86 s 3e,864.86s 3a,864.86s 30,864.86s 3e.064.00 s 36,054.0os 38,064.86s 3e,064,00 s 3a,064.00s 36,864.00
16 Debt Service Second Mortgage(s) s s s s s s s s $
17 Total Debt Service -o~s s ~s,064.86 s 38,864.86 s 30,054.86 s 38,064.86 s 36,864.00 s 36,054.00 s 38,064.00 s ~e.064.86 $ 38,064.50 $ 38,064.86
18 CaSh FlOW ,c= s 959.20 $ 1,344.66 $ 1,725.99 $ 2,102.73 $ 2,474., $ 2,s40.63 s 3.200.81 $ 3.554.46 $ 3,901.03:$ 4,239.95
18(b) Equity lnvestmentlnProject s 450,000.00s 450,866.86s 450,e~_;86s 450,086.86s 450,860.86s 450,000.00}s450.000.0os 450,0o0.00s 450.0o0.0o Is450,0o0.86
19 Cash -on- Cash ROI c~ 0.2~ 0.3% 0.4% 0,5% 0.5% 0,6%~ ~ 0.8% 0.~ 0.~
LIne YR1 YR2 YR3 YR4 YR5 YR6 YR7 YR8 i YR9 YRI0
21 Depreciation Expenses - DEPR $ $ ~ $ $ $ $ S ' J $ .... $ $
22 Amortization of Fees -AMORTZ S S S S S S - S - J S - ] S S
23 Prtndpal Payments +P $ $ - $ $ $
24 Reserves +RESERVES $ $ $ $ $ $ $ $ ~ $ $ -,
25 Eamings (Loss) Before Taxes -BTx_ $ 959.20 $ 1,344.66 $ 1,725,99 $ 2,t02.73 $ 2,474.44 $ 2,840.63 $__. 3,200.81 $ 3,554.46~$ 3,901.03 $ 4,239.95
26 x Tax Rate (35% or 0%) xP, ATE 0% 0% 0% 0% 0% 0% 0% 0%I 0% 0%
27 Tax Incurred (Saved) =TAx or (S~nOs) $ S $ $ $ $ $ S i $ $
Cash Flow After Tax r
28 Cash Flow CF $ 959.20 $ 1,344,66 $ 1,725.99 $ 2,102.73 $ 2,474.44 $ 2,840.63 $ 3,200.81 $ 3,554.46!$ 3,901.03 $ 4,239.95
29 Tax Incurred (Tax Saved) - TAX (+SAY) S $ $ S $ S S S ! $ $ ....
30 CaSh FlowAfter Tax ,,CFATx $ 959,20 $ 1,344.66 $ 1,725.99 $ 2,102.73 $ 2,474.44 $ 2,840.63 $ 3,200.81 $ 3,554.46 $ 3,901.03 $ 4,239.95
Line Total Benefit Analysis
31 Cash FlowAfter Tax CFATx $ 959.20 $ t,344.66 $ 1,725.99 $ 2,102.73 $ 2,474.44 $
32 Rehabilitation Tax Credit +RTC $ $ $ $ $ $ -_ $ $ S $
33 Low Income Housing Tax Credit +UHTC $ $ $ $ $ $ S $ - $~ $
34 Net Sale Proceeds +NSP $ $ $ $ $ $ $ S $ $ ~,,
35 Total BenefitsAfter Tax -NCFATX $ 959,20 $ 1,344.66 $ 1,725.99 $ 2,102.13 $ 2,474.44 $ 2,84~.63 $ 3,200.81 $ 3,554.46 $ 3,901.03 $ 4,239.95
(Net Cash Row Aftw Tax)
Input Data Listing
2/2000 Pagu:
;tL:natc Number ,N.at Saved
,iilding N~mc Sou:.hgstc Ort]cc &Apartments
'opedy Owner N':
'oper:,y City 2c'.~a C:ty
ate :Cwp
:P 5224D
!cID .VECCA oi'fict: &: 2 units
ar~,eycu By Jc.'T ~dbcrg, CC1M
ddress 44 StLu-gts Corner Drlvc
ity Iowa Citx.,
tale Iowa
.iP 52246
:ompany Name C:oidwci~ Banker Con:thermal
.,ridross : 4z SLdrgis Corner Drive
ty tow a City
;tale
2IP 522"'0
iectiun I
)ccupancy "/,, Class Height Rank
i44 Ot'!2ce Building !00 D ~ 0 2
7ota! Area :
'.:umber ,nit Stories (Section) : !
'~un:ber or'.t;r. ories (Bui:ding)
-;tlapc 2
Components [:nits/'Y, Rank Depr % Other
V[i%cliar:cot. s: 61 Land Z2OO00
Misccl',~r, cous: 02 Site Improvements 75000
inrinklcrs: 6g 1 Sprinklers : O0
~V,,kC Healing): 617 Complete }tVAC !OO C1.: ma:e
~xt~i-:or Walls: 882 Stall -g~ck Veneer
%etlon 2
',3Ccupam~cy % Chts__s _Hdght Rank
300 A:~.arm~ut'.t 10O O : 9 2
7ota~ At'ca : 96C/D
3'9-3545268; 0' :2 :_'? I~ :27A'.:;JetF~L_=223~P'a,~e 7'~"'
Input Data Listing
t2/2oc, o Page' 2
~umbcr ,,~f Stories (Section) 2
4unlbcr of Stories (Building) 3
,hltpc '2
\djL~srmcrr l
Eoml}OnentS Units/'% Rank Dear % Olher
~xtcrior Walls: 895 Stud -Viny] Sid:ng 100
'{VAC (Hc,tir~g): (~03 Forc:d Air LJnit [00 CZL.-..au_e
tVAC i, Heating): 625 Rcfr~g~:ra~ed Cooling, P~ [00 C:L:.mar..~
319- 3545268 ~ C' t!2i00 ~I :274M~]etF~x ~t2O3~.aage 8, '3
Summary Report
~/12/2000 Pagc: 1
,!c ~D MECCA ~2 Li~{[ Building
"apetry Owner MECCA
ropcr~y Address
:'opcrW C:,~y low~ CZ~y
:aLe Iowa
1i' : 52240
eetion 1
lct:upancy Class t/sigh: Rank
L00% Avartmcnt Woad or' stcc!
Total Area : 9,6 o o
Nun;bet ol'Stoncs (Building)
Number of Stories (Secuon) 3. oo
Shape 2.
omponents UnKs/% Other
Walls: Stud -Viny/Siding
Miscc';lancous: Lar:d 120, COO
M:,sccYianeous: Land
HVAC ..Hcan:g): Package Utur ;oo~ Clima:c
HVAC (HeaUng): Control A~:mos., Goad, Air ;0o ~ C!ima:c
Cost as '-)i' 92.,,":.999
Basin Str'.~cture Units,'% Cost Total
,~ascCosl. 9 5C0 38.42 358 ~32
L:xrerior Walls ~ Go,3 7. "'.! 7~ :-2
Hg2.:':tlg& C.;oolii~g 2~ 20;.3 2.2.7,.2 2a. 3
Basic S:ruclurc Cost 9 tic:,; v: . 54 58s
Miscci:::ncuu~
~,,~,fid i95
'!'oral C'cst 9 50:~ 9;. ::,5 ~81
Ic15
31g-35~5268; 01/12,,'~0 11:28AM;]etFax~_=223;.=ac, e
Detailed Report
!/12/2000 Page:
iic ID: MECCA !2 unxt BuLldin~,
ection 1
)ccu~nncy Class .. Heigh~ R~nk
~00% Apartment Wood c}z' ste~i fromud cx;c:-ior ~ 9. oc 2.0
Total ATea
Number oF Stories (Building) $3.0o
Nurnbcr ot'S;orms (Sectran) $3. oo
Shape 2. oo
:omponunts Unks/% Other
Walls. Stud -Vinyl Siding 100,
M~sceLlaneous: Land :2 D. 000
Misce~!angous: Land
HVAC (Heating): Package Unit :oo~ Climate
F!vAC (Heating): Control Atmos.. Cond. Air :0o~ Climate
Costas,3i' 01/1999
Units Cast 'I'alal
Basic 3irttcture
Base COSt ~, 50'~ 38.42 368,332
Ex~e:'ior Wails 9, &so '7 ?2 v4, zz2
He~t'lng & Cooling i9,2cc z2 70 2,t3 a~o
BasW Structure Co~t 9,600 7t 54 S86 784
M isc¢: '.m:eaus
Land ~e5 9co
'Total Cost 9, ~c3 9z as sg: ?84
3!9-3545268; 01/121C0 '~ :28AM~JetR/x__~203;Page I0:'IC
Input Data Listing
12/2000 Page: l
:st:ma:e Number Not Saved
~t~ilcting Name MECCA Apartments
i,'operty Owner MECCA
'roperty City [c~wa City
,tatc : Iowa
51P : 52240
:i1~ 1D : MECCA ~2 unit Building
~'.u-ve~cc By .leFf Edberg, CC'IM
~ddrcss 44 Sturgis Corner Drive
Z~t.y iowa City
State Iowa
~!P : 52246
2Dropany Name : Coldwell Banker Commercial
~ddress : 44 Sturgi~ Corner Drive
2i:y : Iowa City
irate Iowa
~!P 52246
iection I
:)cuupancy '¼_2 Class ~ l~,a_nk
-~.D0 Apa:-:ment 100 B 9 2
Fatal A:'ea 9600
',iumOcr oFSl:orics (See:ion) ]
NL nmer of Stories (BuiLding) .!.
St:ape 2
.',d. jus~:'~,snt '
2~m~panents Units/°~, Rank Depr % Other
-2xtcno: Walls: 8C~5 Stud-Vmyl Siding 100
~I iscei :jillcoos: O [ Land 120000
vliscei'.ar. ccus: 6 [ Land 75000
{VAC ~ bieating): 61 ~ Pztckage Unit [ 00 CI i ma
dVAC ',Heating): 626 Cant:'oi Atoms., Cond. fi 100 el:mace
1999 MECCA Board of Directors
Tom Kriz, President [2001] Raymond Lasek [2000]
1964 JetTrey Street Washington County Board of Supervisors
Iowa City, Iowa 52246 Washington County Courthouse; PO Box 889
Represents: Community Represents: Washington County
33 1-0736 (M) 358-7743 (H) Washington, Iowa
kriz@avalon.net 653-7711 (O) 657-3601 (H)
Jeff Edberg, Vice-President [2001 ] W. Fred Mires [2002]
324 Lee Street Assoc. Athletic Director
Iowa City, Iowa 52240 301 Carver Hawkeye Arena
Represents: Business/Real Estate Athletic Student Services
351-3355 (w) 338-5333 (h) lowaCity, Iowa 52242-1020
jeff@icrealestate.com Represents: University
335-9598 (O) 351-4216 (H)
W.H. (Joe) Knight [2002], Treasurer fred-mims@uiowa.edu
Professor of Law
111 Jessup Hall; U of I Karen Moline [2001]
Iowa City, Iowa 52242 605 W. Pine
Represents: University Marengo, Iowa 52301
335-3990 (O) 337-8312 (H) Represents: Iowa County School Teacher
w-knight@uiowa. edu 642-5422 (O) 642-3709 (H)
kmoline~mailexcite.com
Polly S. Pagliai [2001], Secretary
2993 Wapsi Ave NE Ric Gerard[2000]
Iowa City, Iowa 52240 Iowa County Board of Supervisors
Represents: Community P.O. Box 126
Marengo, lowa 52301
643-7212 (H)
aptjpags@aol.com Represents: Iowa County
642-3041 (O)
Stephan Arndt, Ph.D. [2000]
Research Scientist/Adj. Assoc. Professor Sally Stutsman [2000]
327 Lee Street Johnson County Board of Supervisors
Iowa City, Iowa 52246 913 S. Dubuque
Represents: University Iowa City, Iowa 52240
(319) 338-8653 (h) (319) 356-7143 (w) Represents: Johnson County
stephan-amdt@uiowa.edu 356-6000 (O)
Jim Ball [2001] Dennis Weihs[2000]
P.O. Box 66 Cedar County Board of Supervisors
Iowa City, Iowa 52244 Tipton, Iowa 52772
Represents: Business/Marketing Represents: Cedar County
339-9896 886-3168 (O) 785-6365 (H)
jimball@jimball.com
Jean Bartley, [20021 ChiefR.J. Winkelhake [2002]
150 East Court St; Suite 200 Iowa City Police Department
P.O. Box 106 410 E. Washington
Iowa City, Iowa 52244 Iowa City, Iowa 52240
Represents: Legal Represents: Law Enforcement
338-9236 (O) 338-9238 (F) 337-7420 (H) 356-5275 (O) 338-9554 (H)
rwinkel@blue.weeg.uiowa.edu
Ken Caes [2000]
2206 170th Street
Marengo, Iowa 52301
Represents:
368-7238 (O) 642-3020 (H)
368-7541 (F)
CITY OF IOWA CITY ~ JAN 15 ,!000
FY01 COMMUNITY DEVELOPMENT BLOCK GRANT
FUNDING REQUEST FOR NON-HOUSING PROJECI~.D: DEPARTMENT
1. Name of Project: The 2a. Amount of CDBG Funds Requested ~ 30,000
b. Loan $ Grant $ 30,000
Elderly Services Small Repair and
c. Type of Loan: (check applicable line) Amount
Housing Modification Program Principal and interest (amortized loan)
Principal and no interest (amortized loan)
Principal and a balloon payment
Conditional Occupancy Loan (future repayment)
Declining Balance Lien (forgiven over time)
3. Name and Address of Applicant/Organization 4. Contact Person: Jean Mann/Connie Wolfe
Phone Number: 356-5217
Elderly Services Agency, 28 South Linn, Iowa City, IA 52240
Fax Number: 319-356-5417
Email Address: jmann@ia.net until 2/26/00
Che k CITY STEPS Objective(s)
5. Location of Proposed Project: 6. ~A~fordable Housing Needs met:
Johnson County, IA Homeless Needs
Public Facility Needs
Public Service Needs
Economic Development Needs
7. Brief summary of the proposed project:
The proposed project modifies and makes repairs to homes of low-income people who are 62 or over
and/or disabled, in order to make the environment safe for them, and/or to moderate the environment so
that their disabilities are accommodated. Last year 41 of the 43 people who used the program had
disabilities that impaired their performance of ordinary activities of daily living. 26 were 75 or older. 23
lived alone, and 24 were female heads of household. This is a frail and vulnerable population.
Repairs include the following kinds of work: electrical (e.g. replacing old wiring, repairing defective
switches, fuse boxes, putting in safety lights), plumbing (e.g. replacing broken toilets and sub-flooring
under them, installing high-rise toilets, repairing faucets, water lines, water heaters, backed up drains and
sewer lines), general carpentry (e.g. replacing broken or torn flooring in the bathroom and kitchen,
building or replacing steps/ramps and railings, replacing/repairing doors, windows, and patching roofs).
Replacement of gutters and downspouts is a common request, as is work on the furnace or air°
conditioner (critical for some people with poor health). We also complete larger projects involving
handicapped accessible bathrooms and putting up ramps.
People with lower incomes who live in older mobile homes and older housing stock require help with
modifications to accommodate disability and repairs related to maintaining their safety. Last year, 23 of
the 41 people served had incomes at or below 30% of Iowa City's median income - an additional 9 had
incomes at or below 40% and another 7 had incomes of at or below 50%. There were only two who had
incomes over 50% of the median. Page 114 cites the fact that only 8 - 10% of Iowa City's elderly lived
below the poverty level in 1996. Last year's project demonstrates their overwhelming need for assistance
in order to remain in their homes.
8. Why is this project needed? How does the project address the priorities, strategies and goals of CITY STEPS (Please specify
the one most applicable priority need and priority need level, as shown on pages 98-99 in CITY STEPS)
This project is needed because, as a government publication entitled "Current Population Reports" (P-70,
#19, USG Printing Office, 1990) notes, among older people, those with the most need often have the
fewest resources Older people live in older homes where the cost of maintenance, not to mention
accommodations for disability, can be prohibitive. Without that maintenance or modification for disabilities,
they are not safe in their own homes. In question number 7, the income levels of people who used the
program last year were detailed. The number falling at or below 30% of the median Iowa City income is
striking. All but two of the rest fell between 40 & 50% of that median. The people whom this program
serves do not have resources necessary to keep their homes safe when the disabilities associated with age
begin to accrue.
On page 90 of CITY STEPS, frail elderly are listed as a sub-population with a high priority need. 26 (63%)
of our 41 clients last year were 75 or older. 31 (75%) were classified frail (unable to perform two or more
critical activities of daily living without help (e.g. bathing, toileting, dressing, eating). Our proposal
addresses the housing needs of this special population. The project is needed to insure that vulnerable
people are kept safe in their own homes for as long as possible. It provides a critical supportive service tO
them that addresses accessibility, needs of the handicapped and smaller housing rehabilitation/repair
needs. This fits with the objectives detailed on page 97. Because of the safety issues involved,
"accessibility" seems to be the category that most closely fits what this program does.
Accessibility Needs High
Priority Need Priority Need Level (High, Medium or Low)
9. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First,
describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated). Second, please
discuss how these outcome data will be met by the proposed project.
Outcome data indicates that the project Objectives can be met by clearly demonstrating that older people in Iowa City
who receive housing repairs or modifications stay in their homes longer than other people of the same age who do not.
We examined two groups of elderly using the program: one was 65 years of age and older and the second was
between 75 and 84. The first group, those 85 and older, are clearly at the most risk for losing their ability to remain
independent. The second tends to have some limitation in their abilities to perform ordinary activities of daily living.
The people in that group also tend to have lower incomes than do younger elderly. The combination of those two
factors make them likely to need help with home modifications and repairs.
Two years ago we did a study where we tracked 99 people who were 85 or older for a period of six years. Seven went
into nursing homes during that time. 20 died in their own homes and 3 were "lost" (we don't know what happened to
them. A census of the four nursing homes in Iowa City (Iowa City Rehab, Greenwood Manor, Lantern Park and
Oaknoll's nursing wing) indicates that in any given 12 month period they admit, on average, 95 patients 85 or older.
There were, according to the last census, 479 people in Iowa City who were 85 or older. Therefore, the odds are
approximately one in five that people 85 and older in Iowa City will enter a nursing home in any given year.
Table One in the appendix shows that in no single year did the percentage of people 85 or older in our study group of
99 people have to go to a nursing home even approach 20% (one in five). The probability of this low a percentage
occurring by chance is less than one percent.
The people in the 75 to 84 year old category normally enter a nursing home about a third as often as those 85 and
older. For every three people 85+ admitted, only one person 75 - 84 is admitted. We had 126 people aged 75 to 84
use the program during the study period. Of this group of 126, 2.38% were admitted to a nursing home, as opposed
to the seven percent one would expect. While this difference is not as significant as that for the older group, the odds
For this occurring by chance are between 5 and 10%.
When the two groups are examined together, the effect is still highly significant, with a chance probability of less than
one percent, but it is clear that more of the effect is found in the 85 and older group than in the 75 - 84 year old group.
The program works best for its oldest clients, which fits nicely into the CITY STEPS concern with the frail eldedy.
We recognize that if these clients are in the housing repair program, they are likely to be using other services which
greatly enhance their ability to remain independent. However, the point we were trying to make with the study is that
without the critical component related to keeping the environment safe, these people would be greatly at risk even if
they were receiving other services.
1 o. List goal(s) of this project. In addition, please indicate the population to be served by the proposed project according to the
following income categories: (please see attached Income Guidelines for Iowa City)
(Circle persons or households)
Number between 0-30% median income 27 persons or households
Number between 31-50% median income 16 persons or households
Number between 51-80% median income 2 persons or households
Number between 81 - 100% median income 0 persons or households
Number over 100% median income 0 persons or households
TOTAL 45 Persons or Households
1. Repair and/or modify up to 45 homes for vulnerable elderly and/or people with disabilities
2. Contract with a consultant to oversee the work done to be sure it meets City code
3. Identify 15 to 20 local contractors (using small and/or minority owned businesses where possible) from the Iowa
City Housing Rehabilitation list of approved contractors) who will undertake small projects related to safety, and
larger projects related to housing modifications to accommodate disability
4. Complete three to four (depending on cost) larger projects like handicapped-accessible bathrooms
11. General Description of Activities:
List major activities of the project (how do these activities address your goals listed in #107).
Project Implementation: a) Detailed information regarding elements and time schedule; b) steps taken to assure that this
project is financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project and
related experience with program and project implementation; d) amount of volunteer and agency staff time needed to carry
out the project).
a) Detailed information regarding elements & time schedule: Funds become available in late July or early
August of 2000. Advertising begins (in the Water Bill, "The Involvement" and the "Senior Center Post." )
People apply, eligibility is determined, repairs are screened. The construction consultant is contacted with
proposed repairs to be completed. Either the Housing Repair staff at ESA, Gary Smith, or the Construction
Consultant, Jack McMahon, will call contractors and consult with them about the work to be done. These
contractors are selected from the City's Housing Rehabilitation list of approved people. The person contacted
submits an oral or written bid, depending on the cost, which is declared appropriate or not, as the case may
be. After contractors bids are approved, they schedule the work to fit their time constraints. The construction
consultant oversees work that must meet the relevant codes. Once the work is completed, a lien waiver and
bill is sent to ESA. We pay the bill, and then bill CDBG. This cycle repeats itself until the funds are
expended.
b) Steps taken to assure that this project is financially feasible and meets Code: Staff consult with the Housing
Rehabilitation office about financial feasibility if there is any question about the cost. Staff must obtain
permission from Steve Long, of PCD, for any repair that costs $600 or more. Jack McMahon, construction
consultant, takes care of meeting the codes.
c) Elderly Services has run a repair program for ten years.
d) Volunteer ,and agency staff time needed to carry out the project. 10% of 2 staff & 10% of 20 volunteers' time.
12. If funds are not awarded, will the project/program continue?
Yes No X
If partial funds are awarded, will the project/program continue?
Yes x No If yes, at what level? Depending on amount of funding. We will use what you give us
to accomplish the goal of the project.
13. If funds are awarded, will the project/program continue after the CDBG funds end?
Yes No X not unless new funding is found.
14. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such
as salaries, travel and other administrative expenses for operational funding. Use categories such as property acquisition,
architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. Please
include the cost of an audit for any project over $300,000 and other items listed under Budget Considerations in the
Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in-kind
or cash, and check if the funds are anticipated or committed. DOCUMENT COSTS WHENEVER POSSIBLE.
PLEASE NOTE: The Housing and Community Development Commission may request a copy of your overall agency budget.
BUDGET BREAKDOWN Please place an X in box that applies.
Type Status
EXPENSE CATEGORY CDBG OTHER LIST SOURCE OF OTHER In- Cash Antic. Cornre.
FUNDS FUNDS FUNDS Kind
(e.g. salaries, acquisition, rehab)
If possible, please prioritize
the budget
Housing contractors $24,421
Salaries &benefits $ 4,863 $2.553 Donations, IC allocation X
Telephone, supplies, print. $ 71 6
TOTALS $30,000 $ 2,553
15. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds
(include anticipated dates of funding awards or decisions).
Donations and the Iowa City allocation: pending giving and budgetary awards for next year.
16. Have you received CDBG funding in the past?
Yes X No~ (If Yes, what year(s) did you receive the funding, state the dollar amount received each
year, and how much of each award was a grant, conditional loan and/or repayable loan?) If former projects are
underway please indicate the amount of funds remaining to be expended.
Fiscal Year Funds Received Budgeted Amount Amount Expended
FY97 $28,000 $32,155
FY98 928,000 928,658
FY99 ~28,000 928,000
FYO0 ,~28,000 ,$17,306
17. Does the proposed project pay property taxes? Yes No X
If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes No x
If "yes", what is the percent of full taxes paid? % and amount paid $
18. Discuss your organization's policy for obtaining input from low-income persons potentially benefiting or affected by
the proposed project and your policy for obtaining feedback once the project has been completed. If applicant is a
nonprofit, please include evidence (such as minutes of a meeting) that the proposed project has the support of the
organization's Board of Directors.
ESA is a non-profit. Minutes of the January 25th meeting, where the project will be formally approved, will be sent to
Steve Long as soon as they are available. The project depends on input from the people it serves, who are
overwhelmingly low income, not only to know what needs to be repaired or modified, but to be sure that it is done as
they like it. They are right there, on the scene, while the work is being done, and can complain or ask for changes at any
time,
APPLICATIONS SHOULD BE RETURNED BY 12:00 NOON, JANUARY 18, 2000, TO:
City of Iowa City
Dept. of Planning & Community Development
410 E. Washington St.
Iowa City, IA 52240
319-356-5230
stephen_long@iowa-city .org
shared\commdev\hcdc~FY01 apps\nonhsng2 .doc
APPENDIX
TABLE ONE
PERCENTAGE OF ESA HOUSING REPAIR CLIENTS 85 & OLDER
AT HOME, DECEASED AT HOME, OR IN A NURSING HOME
Fiscal #85+ still living Died Entered a Percentage
Year at home At home Nursing Home
FY91 40 33 5 2 5%
FY93 20 14 4 2 10%
FY94 23 18 5 0 0%
FY95 22 16 5 1 4%
FY96 13 10 I 2 15%
FY97 15 15 0 0 0%
X2 = 8.45, p < .01
TABLE TWO
PERCENTAGE OF ESA HOUSING REPAIR CLIENTS 75 - 84
AT HOME, DECEASED AT HOME, OR IN A NURSING HOME
Fiscal //75-84 still living Died Entered a Percentage
YEAR Years old at home At home Nursing Home
FY91 26 22 4 0 0%
FY93 21 20 1 0 0 %
FY94 50 48 1 1 2 %
FY95 34 32 1 1 3 %
FY96 27 26 0 0 0%
FY97 19 18 0 1 5 %
X2 = 3.05, p. < .10, > .05
PART IV
PROJECTS NOT RECOMMENDED FOR FY01
CDBG AND HOME FUNDING
Request
PUBLIC FACILITIES PROJECTS
Cable TV Accessibility: City of Iowa City $ 8,000 p. 203
Architectural Study: Extend the Dream Foundation $ 24,400 p. 208
Pedestrian Bridge: Senior Center $120,000 p. 215
Accessibility: Old Brick $ 20,000 p. 226
SRO Rehab: Successful Living, Inc. $ 9,600 p. 237
PUBLIC SERVICE PROJECTS
Credit Counseling: Family Services $ 10,000 p. 243
Transportation: Mayors Youth Employment Program $ 11,000 p. 252
HOUSING PROJECTS
Affordable Rental Housing: MetroPlains Inc. $238,025 p. 262
Affordable Rental Hosing: Iowa City IHA Senior Housing Phase III $275,000 p. 280
Affordable Rental Hosing: Iowa City IHA Senior Housing Phase IV $275,000 p. 298
PLAN N I N G\RESEARC H
SE Quadrant Evaluation\Study:Neighborhood Center of Johnson Co. $ 19,810 p. 316
TOTAL $990,835
CITY OF IOWA CITY
FY01 COMMUNITY DEVELOPMENT BLOCK GRANT
FUNDING REQUEST FOR NON-HOUSING PROJECTS
1. Name of Project: 2a. Amount of CDBG Funds Requested $_8000.00
b. Loan $ Grant $ 8000.00
Cable TV Office & Facilities
c. Type of Loan: (check applicable line) Amount
Accessibility Principal and interest (amortized loan)
Principal and no interest (amortized loan)
Principal and a balloon payment
Conditional Occupancy Loan (future repayment)
Declining Balance Lien (forgiven over time)
3. Name and Address of Applicant/Organization 4. Contact Person: Jerry W. Nixon
City of Iowa City Cable TV Office Phone Number: 319-356-5047
410 East Washington St.
Iowa City, Iowa 52240 Fax Number: 319-356-5009
Eraall Address: golfergod @ yahoo.com
5. Location of Proposed Project: 6. Check CITY STEPS Objective(s} met:
Affordable Housing Needs
Clock Tower Place and Parking Ramp Homeless Needs
Cable TV Office and Facilities (2nd Floor) X Public Facility Needs
Iowa Ave. and Linn St. Public Service Needs
Economic Development Needs
7. Brief summary of the proposed project:
The Cable TV Office will be relocated from the Civic Center into the new Clock Tower Place and Parking Ramp. The
Cable TV Office will purchase their new office and facilities area by selling their current space back to the City Civic Center.
The cable TV Office is designing accessibility improvements throughout the new facility area. As the Cable TV Office has a
limited limited by budget, and is budgeted through franchise fees and not general city funding, we are asking for financial
assistance for obtaining automatic door closures for the studio door and for the entrance door. This would help the public and
also employees with independent accessibility in this facility.
8. Why is this project needed? How does the project address the priorities, strategies and goals of CITY STEPS (Please specify
the one most applicable priority need and priority need level, as shown on pages 98-99 in CITY STEPS)
It is important for the Cable TV Office to be accessible to all people and comply with the ADA. As the studio door is quite
heavy and would be difficult for people with disabilities to open easily, the Cable TV Office would like to see this door with
an automatic opener system. Having an automatic opener on the entrance door is also desirable as this will allow the public
and employees with disabilities independent accessibility.
Accessibility needs High
Priority Need Priority Need Level (High, Medium or Low)
9. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First,
describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated}. Second, please
discuss how these outcome data will be met by the proposed project.
The new facility that the Cable TV Office will move into will be a permanent home for the Cable TV Office. The intention
of the Cable TV Office is to make this new facility as accessible as possible.
10. List goal(s) of this project. In addition, please indicate the population to be served by the proposed project according to the
following income categories: (please see attached Income Guidelines for Iowa City)
(Circle persons or households)
Number between 0-30% median income persons or households
Number between 31-50% median income persons or households
Number between 51-80% median income persons or households
Number between 81 - 100% median income persons or households
Number over 100% median income persons or households
TOTAL Persons or Households
Goal # 1; Total accessibility
Goal # 2; Accessibility for general public and employees
Goal # 3: The primary beneficiaries will be persons with disabilities. HUD classifies this as a presumed benefit
group to meet low to moderate income requirements.
Goal # 4: Groups that will use the facility will include non-profit groups and senior citizens.
11. General Description of Activities:
List major activities of the project (how do these activities address your goals listed in #107).
Project Implementation: a) Detailad information regarding elements and time schedule; b) steps taken to assure that this
project is financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project and
related experience with program and project implementation; d} amount of volunteer and agency staff time needed to carry
out the project).
The project would be implemented as office space and facilities are built through the 2000 year.
A) Present through Spring 2000- facility under construction
Spring through Summer 2000- Final build-out and finish facility
September or October 2000- Move in to facilities
B) Franchise fees, within budget
Meets code as per inspectors/new construction
C) Construction is by architect and general contractor
D) No volunteer contributions are anticipated
12. If funds are not awarded, will the project/program continue? Office will be completed, however, the studio and entrance
Yes X No door will not be totally (automatic openers) accessible at this
this time.
If partial funds are awarded, will the project/program continue?
Yes X No If yes, at what level?
The Office will do improvements as franchise budget permits.
13. If funds are awarded, will the project/program continue after the CDBG funds end?
Yes X No Building will continue to be used. Cable TV Office will own this space.
14. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such
as salaries, travel and other administrative expenses for operational funding. Use categories such as property acquisition,
architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. Please
include the cost of an audit for any project over $300,000 and other items listed under Budget Considerations in the
Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in-kind
or cash, and check if the funds are anticipated or committed. DOCUMENT COSTS WHENEVER POSSIBLE.
PLEASE NOTE: The Housing and Community Development Commission may request a copy of your overall agency budget.
BUDGET BREAKDOWN Please place an X in box that applies.
Type Status
EXPENSE CATEGORY CDBG OTHER LIST SOURCE OF OTHER In- Cash Antic. Comm.
FUNDS FUNDS FUNDS Kind
(e.g. salaries, acquisition, rehab)
If possible, please prioritize
the budget
Automatic door closures $ 8000.00 $ none X
(Studio and entrance)
Accessible restrooms $ 0 $ 10,000.00 X
ADA compliance $ 0 $ 5,000.00 X
(door levers, etc.)
TOTALS $ 8000.00 $ 15,000.00
15. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds
(include anticipated dates of funding awards or decisions).
Franchise Fees from ATT.
City contributors
16. Have you received CDBG funding in the past?
Yes No X (If Yes, what year{s) did you receive the funding, state the dollar amount received each
year, and how much of each award was a grant, conditional loan and/or repayable loan?) If former projects are
underway please indicate the amount of funds remaining to be expended.
17. Does the proposed project pay property taxes? Yes No X
If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes No
If "yes", what is the percent of full taxes paid? % and amount paid $
18. Discuss your organization's policy for obtaining input from low-income persons potentially benefiting or affected by
the proposed project and your policy for obtaining feedback once the project has been completed. If applicant is a .
nonprofit, please include evidence (such as minutes of a meeting) that the proposed project has the support of the
organization's Board of Directors.
Information is obtained through the Iowa City Telecommunications Commission, The Iowa City City Council,
City of Iowa City Planning and Community Development Department, and direct contact with the Cable TV Office.
APPLICATION FOR COMMUNITY DEVELOPMENT BLOCK GRANT
'./,~,,., '/,~'~ :~* . .
To: Steven Long, City Planner "-..
City of Iowa City
From: Thomas Walz, Associate Director
Save the Dream Foundation and Co-Chair '~.-,
Program Sub-Committee of Old Brick Board
1. Name of the Project:
Extend The Dream-Old Brick" Small Enterprise Development Project For Persons with
Developmental and Post Developmental Disabilities".
2. Amount of CDBG Funds Requested: $ 24,400
Grant -$ 24,400
3. Name and Address of Applicant Organization:
Extend the Dream Foundation, c/o Dr. Stuart Zisman
321 North Hall, University of Iowa
Iowa City, Iowa 52242
4. Contact Person: Thomas Walz
Phone Number: 335-1273
Fax Number 335-1711
Email Address: thomas-walz@uiowa. edu
5. Location of Proposed Project
26 East Market Street
Iowa City, IA 52245
6. Check CITY STEPS Objective(s) met:
Public Facility Needs
Economic Development (job creation)
7. Summary of Proposed Project:
The Extend the Dream Foundation requests funds to cover costs of an architectural study of the
west wing of Old Brick, a community facility located at 26 East Market Street. The study would
provide design concepts and cost estimates for remodeling the first floor of the wing as a location
for a mini-mall of small businesses to be owned and/or operated by persons with developmental
and post developmental disabilities.
The cost estimate for an architectural study was supplied by Neumann Monson PC, the
architectural firm that has done a previous study of the upgrade of the main Old Brick building. A
copy of the cost estimate is appended to this document and was prepared by architect Kevin
Monson.
Through a memorandum of agreement with the Old Brick Board, the Extend the Dream
Foundation through its International Bill Foundation division, has been given authority to design
and develop a mini-mall on the first floor of Old Brick that would accommodate six to eight small
enterprises. The mall enterprises will be run as income and esteem generating opportunities for
persons with disabilities and will provide an environment for educating others about the
challenges of disabilities. An estimated 30 employment opportunities for persons with disabilities
will be created through this project.
The Extend the Dream Foundation will work cooperatively with the Evert Conner Center on
Independent Living, the Institute of Small Enterprise Development, Project Impact of the
Department of Psychiatry at the University of Iowa, the University of Iowa School of Social
Work, the Employment Systems division of Systems Unlimited of Iowa City and the small
enterprise training project of the University of Iowa Law School in the development of the
project.
The project will complement other efforts of the Old Brick Board to expand the use of its historic
facility as a major community and social service center for Iowa City and Johnson County.
The Extend the Dream Foundation has developed an initial proposal for the development of
the mini mall project, with time table and funding plans. An essential first step, however, is to
complete an architectural assessment of the west wing of the Old Brick building with the goal of
producing design concepts and a cost estimate that could be used in the pursuit of raising funds to
pay for the remodeling and improved accessibility of the building.
The Old Brick Board's submission of a companion application for an elevator for Old Brick
would be of inestimable value to our proposed mini mall project.
The Extend the Dream Foundation is a relatively new nonprofit organization with 501 C3 status,
established by three well-known University of Iowa faculty to provide a variety of social services
for low income youth and for persons with disabilities.
8. Why is this Project Needed? How does it address the priorities, strategies and goals of CITY
STEP S:
The project is needed to expand employment/service opportunities for persons with
developmental and post developmental disabilities within the Iowa City area and to provide a
prime location and opportunity to educate persons fi'om the community about the nature of
disabilities and the challenges they present. The project would complement Old Brick's objective
to serve as a major Iowa City community center by expanding its programming for persons with
disabilities.
The proposal clearly fits CITY STEPS interests in providing infrastructure and enhanced services
for low income persons and persons with challenging conditions. Approval of this request for
support will allow the Extend the Dream Foundation to undertake a fund-raising effort to
finance the remodeling of the west wing of Old Brick and to raise the start up capital needed for
the small enterprise developments. A feasible fund-raising plan is in place. With a quality
architectural plan it would have a much improved chance for success.
Given the uniqueness of the proposal and the success and national visibility of the Iowa City based
Bill's Coffee Shop project, with its 25-year history, the mini mall project will be highly attractive
to a number of major foundations and well-known donors.
The proposed project will likely attract national attention given current Federal interest in small
enterprise development, especially those small enterprise efforts directed towards the needs of
disadvantaged persons.
It should be noted that the Old Brick building is a prime location to serve the general community
of Iowa City. Its near downtown location and highly accessible parking makes it particular
attractive. The Pappajohn, IMU and North Hall ramps are all located immediate to Old Brick. The
modest rental history of the west wing to other human service organizations
portends well for the proposed project and its ability (with its multiple enterprises) to handle
comparable rental fees.
9.Project Objectives:
The principal project objective is to remodel the first floor of the existing west wing of Old Brick
building in preparation for locating some 6-8 small businesses there that will be owned and
operated by persons with disabilities. These businesses will generate up to 30 work/service
opportunities for persons with disabilities and will provide a service/learning environment in which
to better understand and appreciate the challenges facing persons with disabilities.
A first step in the remodeling objective is to have completed an architectural plan, with timetable
and cost estimates for the first floor west wing area. The CBDG funds requested are essentially
to cover the cost of the architectural plan. The plan will cover projected costs of electrical and
plumbing upgrade, restructuring of the interior of the space, and designs for remodeling part of
the exterior of the building to better attract users and to improve access and egress for persons
with disabilities.
The plan and cost estimates will be used to support raising funds for the remodeling and project
start up costs. Without the architectural work, future fund raising for the project will be seriously
impeded.
The project has already lined up small enterprise owner/developers who will be ready to begin
operation once the facility is ready.
Program staff will include the full time volunteer efforts of Dr. Tom Walz, a retired social work
educator, a full-time VISTA volunteer, along with the cooperative support of a number of
community agencies and programs serving persons with disabilities.
10 Project Goals
The two complimentary goals that guide the proposed project can be summarized as follows:
1. To expand full or pan-time "employment" opportunities for
adult persons with disabilities in the Iowa City area.
2. To offer a special commercial environment for persons who in the nornml activity
of marketing would increase their understanding of the strengths and
challenges faced by persons with disabilities in employment.
Re: Goal # 1: Most of the persons with disabilities who will benefit from employment or
employment related activities through the mini-mall project will be low income. All would be
expected to fall between zero and 50% of median income, since most will be receiving some form
of disability assistance (either SSI or OASDI). Up to 20% of the ownership/job
creation cotrid go to persons with disabilities, who for whatever reason, are not currently on
some form of Social Security.
The project is focused on giving persons with moderate to severe disability a work opportunity
that most conventional employers would be unlikely to risk and an ownership opportunity that
provides entrepreneurial supports and protections that would facilitate their competitiveness.
Re: Goal #2 The range of beneficiaries of the educational component will include the full range of
income statuses. Based on the experience of Bill's Coffee Shop, the highly competitive pricing
and relaxed and accepting atmosphere of the project will likely attract disadvantaged persons as
frequent users of the mini-mall.
11. General Description of Activities
The major activity is the ~mding of an architectural plan for the west wing of Old Brick to
establish cost estimates for the remodeling of the first floor of the building.
This request comes following the presentation of a proposal for the small enterprise development
project to be located in the west wing of Old Brick to the Old Brick Board by the Extend the
Dream Foundation. The proposal was accepted by Old Brick Board and a memorandum of
agreement written.
To facilitate a strong working relationship between the board of Old Brick and Extend the Dream,
a sub- committee of the Program Committee of Old Brick was appointed, with Tom Walz, a
principal staff person of Extend the Dream and Julia Eiseley of Old Brick as co- chairs. This sub-
committee was charged with the development of the mini mall project.
The program sub- committee includes representatives fi'om the Old Brick Board, the Extend the
Dream Foundation and representatives ~'om a variety of agencies working with small enterprise
development and persons with disability (e.g. Iowa Institute of Social and Economic
Development, Employment Systems and Evert Connet Center for Independent Living, Project
Impact and the Law Schools small enterprise training project).
A proposal with timetable has been presented to the Old Brick Board, indicating the sequence of
steps to be taken. Several steps already have been completed including contact with the University
of Iowa regarding the covenant governing the use of the Old Brick building, meetings with the
City regarding issues involving zoning variances, and exploration with a city planning department
staff person regarding the appropriateness of a request to CDBG grant application to pay for the
needed architectural study of the west wing.
Contacts have been made with the firm ofNeumann Monson PC of Iowa City to obtain an
estimate of the cost of doing a comprehensive design for the remodeling of the west wing of Old
Brick to accommodate the project. Kevin Manson who completed an earlier study of the main
Old Brick building on behalf of the Old Brick Board will be familiar with building upgrades in
the planning and, hence, what will be independently required in the west wing.
The Extend the Dream staff involved in the project include Drs. Stuart Zisman and Tom Walz.
The Fatter serves as the project director. Dr. Walz is a retired faculty member of the University of
Iowa School of Social Work, now devoting full time to the project as a volunteer. He is the
founder and former faculty liaison to Wild Bill's Coffee Shop, a highly successful small enterprise
program that provides employment related activities for eight persons with major developmental
disabilities.
In addition to the full time efforts of Dr. Walz, volunteer staff persons from Employment
Systems, Evert Conner Center and the School of Social Work are working on the project. A full
time VISTA volunteer is expected to be added by March 2000.
12. If funds are not awarded, will the project/program continue?
Yes x * No * the commitment to continue will be there, but the projects develop
ment and timetable will be seriously set back.
If partial funds are awarded, will the project/program continue
Yes x No
13. If funds are awarded, will the project/program continue af[er the CDBG
funds end?
Yes x No
14. Budget Breakdown
Expense Category CDBG Funds Other Funds Source of Other Funds
Architectural (drawings,etc.) $12,750 00
Structural engineering $ 2,000 00
Mechanical/electrical 9,650 00
engineering
Total 24,400 00
15. List other groups or organizations that were asked to contribute to this project and the status
of those funds (include anticipated dates of funding awards or decisions).
As previously indicated the funds requested are to cover costs of an architectural plan that is
instrumental to our external fund-raising strategy. Our longer range funding strategy includes the
attempt to secure a major donor for building remodeling and start up capital for the small
businesses. The Extend the Dream Foundation also is developing its source of income through a
project called Dream Games which promotes charity golf and other sports events.
The major donors with whom we intend to negotiate are John Pappajohn Foundation and the
Holden Foundation of Williamsburg, Iowa. The Pappajohn possibility relates to our association
with the Business School and developing a tie in with their small enterprise development interests,
as well as, their interests in the employment needs of persons with disabilities.
The Holden Foundation possibility comes through Holden's interest in persons with disabilities
and indirectly through their previous connection to the Bill's Coffee Shop program.
The Dream Games fund raising will begin this coming summer with the organization of a
"seniors" charity .golf league and tournament to be held at the area nine hole courses. Funds raised
will go toward the support of the three major program thrusts of EDP (see enclosure).
16. Have you received CDBG funding in the past?
Yes No x
17. Does the proposed project pay property taxes? Yes * x No
*The Old Brick bu~ding is subject to property tax.
18. Organizational Policy for Low-Income Input:
The Extend the Dream Foundation has a broad representative national board composed mainly of
various professional persons with a commitment to the goals and objectives of the organization.
The Board includes several University of Iowa professors, a former professional baseball player,
an inner city priest, a Hollywood screenwriter, a retired high school principal and a mental health
consumer advocate with a disability.
Each division of the Fotmdation ( each program thrust) is assisted by a consumer advisory board.
The Intemational Bill Foundation division, the unit responsible for the mini mall project, has an
advisory board consisting of Ed Gaines, Leslie O'Leary, John Stimmel, David Young, Pat
Clemens , Elton Davis, and Naomi Hudek, all persons of low income who are challenged by a
developmental disability.
In addition, several of the cooperating agencies Employment Systems and Evert Conner Center
have strong consumer driven or influenced governance systems. Two of the Extend the Dream
representatives on the Program Sub-Committee of Old Brick are low income persons with
disabilities.
Extend the Dream is a nonprofit, tax exempt corporation. Its support and commitment to the mini
mall project is consistent with its rrdssion statement (see EDP orgardzational enclosure).
Tl-ds proposal is respectfrilly submitted by (authorized signatures):
~ xecutive Director, Extend the Dream Foundation
'~cting Chairperson of the Board of Directors
Addendum
1. Neumann Monson cost estimate.
2. Memorandun~ ofagreemem with Old Brick board.
3. Orgat~zational Description of the Extend the Dreaan Foundation..
4. Statement of support of proposal by cooperating agencies.
/
CITY OF IOWA CITY "/~::/'4/ .7" "' ""'q~"'12199
FY01 COMMUNITY DEVELOPMENT BLOCK GR~,~.:'r~ ~ 82,~.~~ ''~
FUNDING REQUEST FOR NON-HOUSING PROJECT~ :'L<L~:~?,~:~
1. Name of Project 2a. Amount of CDBG Funds Requested $ 120,000.00
b. Loans 120,000.00 Grant $
Senior Center Pedestrian c. Type of Loan: (check applicable line) Amount
Bridge (Sk~alk) Principal and interest (amo~ized loan) X__ $120,000
Principal and no interest (amo~ized loan)
Principal and a balloon payment
Conditional Occupancy Loan (future repayment)
Declining Balance Lien (forgiven over time)
3. Name and Address of ApplicanUOrganization 4. Contact Person: Linda Kopping
Iowa Ci~/Johnson Coun~ Senior Center
28 South Linn Street Phone Number: 319-356-5225
Iowa Ci~, la 52240 Fax Number: 319-356-5226
Email Address: Linda_Kopping~iowa~ity.org
5. Location of Proposed Project: 6. Check CI~ STEPS Objective(s) met:
14-28 South Linn Street Affordable Housing Needs
Iowa Ci~, Iowa 52240 Homeless Needs
Pedestrian Bridge connecting the Senior Center and the Tower LPublic Facili~ Needs
Place parking facili~ now under construction. Pedestrian bridge Public Se~ice Needs
would span the alley be~een the ~o buildings. Economic Development Needs
7. Brief summary of the proposed project:
This request is for a $120,000 loan to help finance the construction of an enclosed pedestrian bridge (skywalk) that will
provide a direct connection between the Iowa City/Johnson County Senior Center and the Tower Place parking facility
currently under construction. (See attached drawings) The Tower Place parking facility is being built directly north of the
Senior Center with an alley separating the two buildings. Parking for seniors who use the Center will be provided in the
completed parking facility. The facility will provide extensive parking for persons with disabilities. The skywalk is necessary in
order to provide safe, accessible, and convenient access to the Senior Center for Center participants and visitors who drive to
the Center.
The proposed skywalk design will connect the second level of the Tower Place parking facility to the mezzanine level of
the Senior Center, The skywalk plan includes an elevator providing public access to the mezzanine, first and ground floors of
the Senior Center on weekdays, and the first and ground floors of the Center on weekends. This approach will enable people
to navigate the 5 foot difference in floor height between the two buildings and maintain building security on weekends when
the Senior Center is only open for the Senior Dining Program.
The construction of a pedestrian doorway on the south side of the ramp leading to the Center's north ramp entrance
unfortunately is not a possibility. As a result, if a skywalk is not constructed Senior Center participants who park in the facility
and want or need to use a handicapped accessible entrance to the Center will need to travel a significant distance to access
the building. The Washington Street entrance is more than a full block away and the Center's north ramp entrance, while
much closer, will need to be accessed through an alley. During the winter months in particular, keeping the alley clear and
safe for pedestrian traffic walking from Linn Street to the ramp entrance will be difficult if not impossible.
The Senior Center is a facility that provides space for offices and programs that serve the senior citizens of Johnson
County. During each week of the year a variety of activities and services are available for both active and disabled seniors.
In addition to Senior Center programming, operational space is provided for other agencies serving the elderly including
Elderly Services Agency, Senior Dining, Visiting Nurses Association, Senior Peer Counseling, and the American Association
of Retired Persons.
8. Why is this project needed? How does the project address the priorities, strategies and goals of CITY STEPS (Please
specify the one most applicable priority need and priority need level, as shown on pages 98-99 in CITY STEPS)
The mission of the Senior Center "is to ensure individuals 55 years and older have an opportunity to participate in an array of
lifelong learning experiences that promote wellness, community involvement and personal growth." Through its classes, activity
groups, volunteer activities, special events, and agency services, the Senior Center helps seniors maintain their physical and mental
health as well as their connection within, and contributions to, the community.
The most significant consequence of funding this project will be to increase participant access to the Senior Center. Due to the
location of doorways at the Senior Center and the parking faci)ity, individuals with mobility challenges will find it difficult to use the
handicapped accessible entrances to the building if a skywalk is not built. This situation will be exacerbated during the winter
months when weather conditions often leave walkways, streets and alleys wet and slippery. (See attached letter from Carol Horton)
Sixty-six percent of all registered Senior Center participants are age 70 or above and many have experienced some of the
effects of aging, such as diminished sight, hearing, balance, and mobility. Others may suffer from health problems that are not
readily apparent to a casual observer, but limit their ability to walk. For older people walking even a short distance can be difficult
and traveling over slippery, wet, or uneven surfaces dangerous. In order to ensure all seniors, current and future, have safe access
to programs and services offered at the Senior Center, construction of a skywalk connecting the Senior Center and adjacent parking
facility is essential. (See attached letter from Nancy Adams-Cogan)
In a randomly selected participant survey conducted late in 1999, 56% of the respondents said yes when asked, "If the skywalk
is not built, will it be difficult for you to walk the necessary distance to get to the Senior Center?" Comments voluntarily added to the
survey by the respondents included the following. Sleet and snow would make it difficult for less mobile citizens. I'm in a
handicapped wheelchair. My cane slips on snow and ice. Back problems and emphysema make it difficult. Lung weakness gives
me a problem with extreme temperatures. And finally, Only an elderly person understands the walking problems of an eider. We
are proud people and don't like to complain, so please listen to us.
According to the Senior Center's participant data base, 58% of registered participants typically drive and park their cars when
coming to the Senior Center. When this information is piaced in tandem with the 56% yes response to the skywalk survey question,
it suggests a high proportion of the people who drive to the Center believe the absence of a skywalk would limit their access to the
Senior Center.
The creation of a skywalk connecting the Senior Center and the parking facility addresses the high priority accessibility need
identified on page 99 of CITY STEPS. It should also be noted that by improving accessibility to the building, accessibility to all of the
valuable programs and services offered at the Senior Center would improve as well. Remarkably, many of these offerings address
additional needs identified in CITY STEPS. For instance, the provision of health services (p.103), senior services (p. 107), free
legal aid (p. 104), and living skills (p. 105) are all directly or indirectly touched upon in a number of programs offered by the Senior
Center, Elderly Services Agency, Visiting Nurses Association, Senior Dining; Senior Peer Counseling, and American Association of
Retired Persons.
Accessibility Needs High
Priority Need Priority Need Level (High, Medium or Low)
9. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First,
describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated). Second,
please discuss how these outcome data will be met by the proposed project.
The Senior Center and other agencies housed in the Senior Center building offer many services and programs that are used
and enjoyed by seniors and other residents of Johnson County. At the present time there are 50,000 visits to the Senior Center
annually. it is likely that as the aging population expands over the next decade and beyond, the demand for aging services and
programs also will grow and the number of visits to the Senior Center increase proportionately. Moreover, as people live longer, the
prevalence of age-related changes and mobility challenges is likely to increase.
To ensure the Senior Center is accessible to all seniors, now and in the future, is the number one priority of this project. Not
only will a skywalk lessen the distance participants have to travel to get from one facility to another, it will make the journey much
safer by providing an enclosed walkway that is protected from the natural elements. In addition, the skywalk will incorporate such
safety features as excellent lighting, non-slip surfaces, appropriate signage, a glass elevator, and intermittent seating.
Over the last year members of the Commission and Iowa City City Council met several times to discuss the $358,000 skywalk
and potential funding sources. In November of 1999, a majority of the Council indicated that if the Commission could raise funds
from the community and obtain additional grant support, they would finance the remainder of the project. The Commission's goal is
to raise one-third of the total capital required to construct the skywalk through community fundraising and an additional one-third of
the total cost through grant support. Senior Center Commissioners believe the skywalk is essential in order to guarantee
accessibility to the Senior Center and are committed to see this project through to its completion.
10. List goal(s) of this project. In addition, please indicate the population to be served by the proposed project according to
the following income categories: (please see attached Income Guidelines for Iowa City)
Senior Center Data Base Information--Individual Income4~ 4e 4~
(Circle persons or households)
Number between 0-30% median income 17.9% (N=99) persons
($0 - 10,000)
Number between 31-50% median income 26.5% (N=147) persons
($10,000 -$20,000)
Number between 51-80% median income 21.8% (N=121) persons
($20,000 - 30,0OO)
Number between 81 - 100% median income 12.1% (N=67) persons
($30,000 - 40,000)
Number over 100% median income 21.8% (N=121) persons
(More than $40,000)
TOTAL 100.1% (N=555) Persons
Senior Center Data Base information indicates that 66.2% of Senior Center participants have incomes at or below
80% of the local median income category. Therefore, this request is in compliance with the National Objective of the
CDBG program.
The goal of this project is to provide unhindered access for all citizens of Johnson County, particularly those 55
years of age and older, to the Senior Center and all the programs and services offered therein. Members of the Senior
Center Commission believe this goal can best be achieved by the construction of a skywalk connecting the Senior
Center and Tower Place parking facility.
*** Senior Center Data Base information is submitted voluntarily by new registrants. Not aft new registrants participate
in the data cofiecfion and many refuse to answer income information. At the present time, the Senior Center Data
Base contains income information on 555 participants who registered in the past five years and agreed to supply
income information.
The breakdown of information presented on this form is an approximation because the Centers standard
questionnaire asks for income information in 5,000 or 10,000 dollar increments. The actual dollar amounts used to
complete each of the questions are listed in parentheses below each of the median income categories on the left.
11. General Description of Activities:
List major activities of the project (how do these activities address your goals listed in #107).
Project Implementation: a) Detailed information regarding elements and time schedule; b) steps taken to assure that this
project is financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project
and related experience with program and project implementation; d) amount of volunteer and agency staff time needed to
carry out the project).
The major activity associated with this project will be coordinating and overseeing the construction of the skywalk. Linda
Kopping, Senior Center Coordinator for the City of Iowa City, will serve as project manager. Since 1996, Kopping has managed
several Senior Center renovation projects with total expenditures in excess of $600,000.
Other City staff members and departments, such as the Engineering Division and Finance Department will be available to
support and advise Kopping throughout this project. As with all City projects, the skywalk project will be in compliance with all
applicable Federal, State and local codes. Because of the cost and scope of this project, it will require City of Iowa City Council
action and approval.
Kopping will work closely with the design architects from Neumann Monson PC who already have evaluated the feasibility of the
project, presented preliminary drawings of the skywalk, and provided a detailed cost estimate.
This project will be implemented as soon as possible after July 1, 2000 and continue until construction is completed. It is
anticipated that Senior Center staff members and volunteers will spend approximately 50 hours and 100 hours a month on this
project respectively. Volunteer support will come from members of the Senior Center Commission, Council of Elders, and
interested participants and supporters.
31'1'
'lz. Ir 1unds are not awarded, will the project/program continue?
Yes X No
If partial funds are awarded, will the project/program continue?
Yes X No If yes, at what level?
Members of the Senior Center Commission, who are spearheading the effort to construct the skywalk, are convinced the
skywalk is needed to ensure accessibility and therefore committed to exploring all options for financing this project. This effort will
not cease in the absence of, or reduction in the amount of CDBG funding being requested. However, failure to obtain the $120,000
CDBG grant that is being requested will be a major setback and may call into question the feasibility of the project.
13. If funds are awarded, will the project/program continue after the CDBG funds end?
Yes X No
Once CDBG funding is obtained, skywalk design work will begin immediately. After project bids are secured and awarded,
:onstruction will take a minimum of four months. The skywalk will be used throughout the life of the Senior Center and parking
:acility.
14. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories
such as salaries, travel and other administrative expenses for operational funding. Use categories such as property
acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab
projects. Please include the cost of an audit for any project over $300,000 and other items listed under Budget
Considerations in the Subrecipient Guide. If other funds are used to implement the project, please list the sources,
state if the funds are in-kind or cash, and check if the funds are anticipated or committed. DOCUMENT COSTS
WHENEVER POSSIBLE.
PLEASE NOTE: The Housing and Community Development Commission may request a copy of your overall agency
budget.
BUDGET BREAKDOWN Please place an X in box that applies.
Type Status
!XPENSE CATEGORY CDBG OTHER LIST SOURCE OF OTHER In- Cash Antic. Cornre.
FUNDS FUNDS FUNDS Kin
;.g. salaries, acquisition, d
,~hab)
possible, please
rioritize the budget
kywalk Design and $120,000 $ X X
onstruction Costs (See
tached Cost Estimates)
$120,000 Community Fund Raising X X
$120,000 City of Iowa City X X
~TALS $120,000 $240,000
List other groups or organizations that were asked to contribute to or fund this project and the status of those funds
(include anticipated dates of funding awards or decisions).
In November of 1999, a majority of the Council indicated that if the Commission could raise two thirds of the construction costs
the skywalk through community fundraising and grant support, they would finance the remainder of the project.
A community fundraising ddve is being conducted with a goal of raising $120,000, or one-third of the construction costs for the
walk. This effort began on December 22, 1999, and as of Tuesday, January 18, 2000, $47,550 has been raised. Cleady, there is
nmunity support for this project and it is hoped that the goal will be reached during the summer of 2000.
All CDBG funds requested for this project are loans to be paid back, with interest, after the parking revenue bonds used to finance
Tower Place parking facility are retired. Scheduled payback amounts will be included in the Senior Center's operational budget.
AVENUE PARKING FACILITY/
CORRIDOR TO
MNN STAIR
TOWER
BRIDGE
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,S,,,,E:,N._!.OR CPEDESTRI N BRIDGE
_ENEUMANN
W E S T E L E VATI El N MONS0
.c~-~= ~/~"= ,'-=" P.C. N
TO: City Council, Iowa City
FROM: Nancy Adams-Cogan
RE: Safe transit from ramp to senior center
I am a new member of the Council of Elders, but write this letter primarily out of eight
years of experience as chaplain in the Internal Medicine Geriatric Clinic at UIHC.
The new parking ramp is underway and senior center participants will have parking
spaces in it. There has been discussion of adding an "overpass" from ramp~to
center; I am uncertain of the current planning status of this overpass. I am certain that
the transition from ramp to center must be made as safe as possible.
The mission of the senior center is to program for well elders and I have some
observations to share in that connection.
1. Falls may be humorous to the young, but they are too often catastrophic for older
persons and entirely too frequent. Any fall may begin a decline from wellness into
frailty. Causes may be internal, related to chronic dizziness or medication. Not much
we can do, except to create an environment which provides support for balancing.
Many falls, however, are caused by uneven surfaces underfoot, slick surfaces or
inappropriate lighting. Some are related to the inconsiderate behavior of other
walkers, runners, bicyclists and drivers. Providing a sheltered, direct, and cleared
route into the center will help to make its programs more accessible for the population
they serve. Many patients I see are shut into their homes by fear of falling, and lose
church involvement, social contacts, independence and even opportunities for
movement and exercise. Icy steps and sidewalks keep them imprisoned; isolation is
dangerous.
2. Wellness in mind, body and spirit is supported by access to mental challenges, new
learning, exercise, good food, and companionship. Well elders are an asset, not a
burden, to their communities. Wellness is not dependent on a strong, sure, fully
functioning body as its only support. Frailty need not mean mental and emotional
decline, if activity can be safely accessible.
I urge you to create usable, clear, safe, nearby access from ramp to center. Secure
access is not a frill, but a necessity for participation by many older persons.
Thank you for your interest in the elders of your community.
City of Iowa City
SENIOR CENTER PEDESTRIAN BRIDGE
Estimate of Probable Costs
Preliminary Documents
November 19, 1999
TOTAL AREA: 540 sq. ft.
QUANTITY UNIT COST AMOUNT COST/S.F.
1 GENERAL CONDITIONS $29,555 $54.73
BUILDING COMPONENTS
2 SITE CLEARING/DEMOLITION 1 $15,000 lump sum $15,000 $27.78
3 EARTHWORK(EXCAVATION &FILL) 200 c.y. $8.00/c.y. $1,600 $2.96
4 FOOTINGS 40c.y. $150.00/c.y. $6,000 $11.11
5 FOUNDATIONS 700 sq. ft. $15.00/sq. ~. $10,500 $19.44
6 FOUNDATION WALL INSULATION 100 sq. ~. $1.00 Isq. ft. $100 $0.19
7 C.I.P. SLAB ON GRADE 240 sq. ft. $3.50/sq. ft. $840 $1.56
8 CMU BACK-UP 1,024 sq. It. $7.95/sq. ft. $8,141 $15.08
9 LIMESTONE VENEER 900 $45.00/sq. ft. $40,500 $75.00
9 STEEL AND CIP STRUCTURE 1 $20,000 lump sum $20,000 $37.04
10 ROOFING AND TRIM 320 $10.00/sq. ft. $3,200 $5.93
11 ALUMINUM WINDOWS AND DOORS 1,000 sq. ft. $25.00/sq. ~. $25,000 $46.30
12 STEEL DOORS AND HARDWARE 3 $1,000.00 ea $3,000 $5.56
13 WALL INSULATION 800 sq. ft. $1.50/sq. ft. $1,200 $2.22
14 SUSPENDED CLNG. & FRAME 540 sq. ft. $1.50/sq. ft. $810 $1.50
14 ELEVATOR AND EQUIPMENT 1 $60,000 lump sum $60,000 $111.11
15 STAIRS 2 $1,500.00 ea $3,000 $5.56
16 PAINTING I $15,000.00 ea $15,000 $27.78
17 MECHANICAL 540 sq. ft. $20.00/sq. ft. $10,800 $20.00
18 ELECTRICAL 540 sq. ft. $40.00/sq. ~. $21,600 $40.00
19 SUBTOTAL (ADDING IN G.C. O&P) 8.000% $295,549 $547.31
20
21 CONTINGENCY 10.000% $295,549 $29,555
22
23 SUBTOTAL $325,104
24
25 NE FEES 7.120% $325,104 $23,147
26
27 ALLIGNMENT SURVEY, PRINTING $10,000
28
29 TOTAL $358,251
If construction occurs during 'Ramp' construction period, inspection will be covered under existing contract.
MINUTES
SENIOR CENTER COMMISSION
TUESDAY, FEBRUARY 16,1999,
MEMBERS PRESENT Bebe Ballantyne, Jay Honohan, William Kelly, Terri
Miller, Allan Monsanto, Deborah Schoenfelder, and M.
Kathryn Wallace.
MEMBERS ABSENT Joanne Hora and Larry Pugh.
STAFF PRESENT Michelle Buhman, Linda Kopping, and Susan Rogusky.
GUESTS PRESENT Dennis Mitchell, Jonathan Jordahl, Jim and Virginia
Aliaire.
CALL TO ORDER
Miller called the meeting to order at 3:05.
MINUTES
Motion: To approve January minutes as distributed. The motion carried on a vote of 7-0.
Kelly/Wallace.
PUBLIC DISCUSSION
None.
SENIOR CENTER EXPANSIOIN - Miller; Honohan; Monsanto
The February 8, 1999 presentation of the Senior Center Commission to the City Council was
reviewed. Commissioners then discussed various ways in which additional Senior Center space
in the Iowa Avenue Parking Facility could be financed. Estimated cost of the proposed expansion
is $1,158,000. Honohan recommended a fund raising effort be undertaken by the Senior Center
Commission to pay for a portion of this expansion.
Motion: To seek funds from the City Council and Board of Supervisors to hire a fund
raising consultant to help raise funds for the construction and finishing of Senior Center
space in the Iowa Avenue Parking ramp. HonohanlMonsanto
Commission discussion.
Amended motion: To seek funds from the City Council and Board of Supervisors to hire a
f.undraising consultant. The consultant would do a feasibility study analyzing the potential
success of a Senior Center Commission fundraising effort supporting the construction
and finishing of Senior Center space in the Iowa Avenue parking facility. Motion carried on
a vote of 7-0. Honohan/Monsanto
Commissioners discussed the need for a skywalk connecting the parking facility and the Senior
Center.
Motion: Request the City Council add a sky walk from the Iowa Avenue Parking facility to
the Senior Center, independent of acquiring space in the facility. Honohan/Kelly
Commission discussion.
Amended Motion: Request the City Council include a skywalk connecting the Iowa Avenue
parking facility to the Senior Center in the final design of the parking facility. This request
is not contingent upon the Center acquiring additional space in the ramp. Additionally,
handicapped parking should be available adjacent to the skywalk entrance. The motion
carried on a vote of 7-0. HonohanlKelly.
28E Agreement - Mitchell
Mitchell answered questions from Commissioners regarding the 28E Agreement. Time lines for
amending and changing the 28E Agreement were discussed.
Motion: To reexamine and review all of the issues in the 28E Agreement and work
cooperatively with City Council and Board of Supervisors to try to meet the needs of the
participants. Wallace/Monsanto.
Amended Motion: To form a committee comprised of representatives from the City
Council, Board of Supervisors, and Senior Center Commission to review and modify the
current 28E Agreement in order to better meet the needs of all participants. Motion carried
on a vote of 7-0. Wallace/Monsanto.
MINUTES 2
SENIOR CENTER COMMISSION
TUESDAY, FEBRUARY 16,1999
SENOR DINING SPACE ISSUES: Open discussion
Commissioners discussed the possibility of Senior Dining, or local catering service, preparing
food at another location and using the Senior Center as a food distribution site. At the present
time, approximately three-foudhs of the meals prepared in the Senior Center are catered to other
locations.
Commissioners expressed concern over the tension between the Senior Center and the Senior
Dining program. Kelly said he had spoken with Heritage Area Agency on Aging about Senior
Dining space needs and was told that Senior Dining needed space for storage of trays and office
space for kitchen staff.
Motion: To form a committee to explore the issues between the Senior Center and Senior
Dining program and bring a recommendation back to the Commission. Kelly/Honohan.
Motion carried on a vote of 7'-0.
Wallace, Honohan, and Kelly will be on the committee.
ROOM USE POLICY- Kopping
Commissioners discussed the current room use policies.
Motion: After due consideration of this issue, due to the limitations of this facility the
Commission recommends no change in room use policy at this time. Honohan/Ballantyne.
The motion carried on a vote of 7'-0.
SENIOR CENTER UPDATE
Operations - Kopping
The furniture replacement project is underway.
The consultant agreement for the sprinkler system and ceiling tiles has been signed. There is a
six-month time line for that project.
Kopping addressed reasoning behind Maintenance having office space.
Programs
March events were reviewed.
Volunteers - Rogusky
An update of volunteer programs and opportunities was given.
COUNCIL OF ELDERS -Aliaire
The Council of Elders has six vacancies and is looking for new members.
COMMISSION VISITS
City Council - Honohan
A report of the City Council meeting was given.
Board of Supervisors - Miller
No report was given.
COMMISSION DISCUSSION
Commissioners discussed options for a goal setting session to be held on a Saturday from 9:00
a.m. to 2:00 p.m. in March or April.
Motion: To adjourn. Motion was carried on a vote of 7-0. Wallace/Monsanto.
The meeting adjourned at 5:00.
CITY OF IOWA CITY
FY00 COMMUNITY DEVELOPMENT BLOCK GRAN/1' 'J4~/7 8 2000
FUNDING REQUEST FOR NON-HOUSING PROJECTS
1. Name of Project: 2a. Amount of CDBG Funds Requested $ 100,000__
b. Loan $ Grant $~100,000
c. Type of Loan: (check applicable line) Amount
OLb B~C~ Principal and interest (amo~ized loan)
Principal and no interest (amo~ized loan)
ACCE55ZBZ~ Principal and a balloon payment
PROTE~ Conditional Occupancy Loan (future repayment)
Declining Balance Lien (forgiven over time)
3. Name and Address of Applicant/Organization 4. Contact Person: Todd Case
Old Brick Foundation (See Exhibit A) Phone Number: 354-3792
26 East Market 5treat Fax Number: 35~-2626
Zowa Ci~, ZA 52245 EmailAddress: wes~indst~aol.com
5. Location of Proposed Project: 6. Check CITY STEPS Objective(s) met:
Affordable Housing Needs
26 East Market 5treat ~Homeless Needs
Zowo Ci~. ZA 52245 ~_Public Facility Needs
Public Seaice Needs
Economic Development Needs
7. Brief summary of the proposed project:
Old Brick requests grant funds to help install a hydraulic elevator at the southeast corner of the building
to provide accessibility among its multiple levels. This project is a vital part of ~ larger elfoPt to
renovate and rehabilitate the entire buildin9 to serve all members of the community better, particularly
low-income and persons with disabilities. See Exhibit B fop a description of the entire ~enovation and
rehabilitation project. AppFoximately 22% of the funds needed fo~ the elevatoP and approximately
of the estimated funds needed to complete the renovation and rehabilitation project will be provided by
Old BFick's operating budget, otheF grant funds, gifts, and private donations.
A mQjOF pQPt Of Old Brick's mission is and has been to pPovide a gathering place fop civic. educational,
cultural, and social events in the community. buPing the past yea~ alone, the auditorium has been used by
more then 75 groups and individuals fop events such es concepts, plays, ethnic festivals and celebrations,
weddings, e coffee house fo, musicians and poets to present theiF woPk in an informal setting and as an
exhibit hall fop various community apt shows. Old Bcick's pPoximi~ to the University has provided
opportunities fop classes and graduations to be held in the buildin9. The Agape Care, a weekly breakfast
p~og~em for the homeless, is operated out of Old Brick; eve~ week, 45 to 50 homeless and low-income
guests ape seated at tables with tablecloths, order from menus, have their oPdePs taken, and ape served
by volunteers from the community.
AnotheF p~iority of Old Brick is end has been to pnovide office space fop human service agencies. The
CoPpotation currently leases offices to vaPious tenants including Zndependent Living, the United Nations,
5oul FFiends Ministry, Associated Councilors, Council fop Organization of Graduate Students, and Table to
Table. Old Brick's policy is to set the Pants at below-market Pates to enable these non-profit organiza-
tions to errand an office in downtown Zowa City near the University. Old B~ick is woPking with Tom Walz
on possible development of ~ mini-mall to be apeFated by persons with disabilities.
8. Why is this project needed? How does the project address the pdorities, strategies and goals of CITY STEPS (Please specify
the applicable priority need and priority need level, as shown on pages 74-76 in CITY STEPS)
Old Brick was purchased from the University of Iowa by Old Brick Associates in 1977, subject to the
terms of 50oyear restrictive covenants on the property. These covenants recognize Old Brick as a vital
community asset and public resource and require that "every reasonable effort shall be made to maintain an
environment which fosters the use of the auditorium by a variety of community and university groups and
individuals and that the owner shall undertake affirmative steps to promote such community use."
The change in grade at the front of Old Brick is too great to provide accessibility by means of ramps, and
the parking lot entrance and the Clinton Street entrance are at still different levels. The proposed
elevator to provide access for persons with disabilities is crucial to be able to provide broad use by all
members of the community. Indeed, the Old Brick Board has long recognized accessibility as a major
priority in order to serve the community better.
Accessibility Needs High
Priority Need Priority Need Level (High, Medium or Low)
9. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First,
describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated). Second, please
discuss how these outcome data will be met by the proposed project.
Old Brick's mission is to provide a gathering place for oil persons for civic, educational, cultural, and social
events in the community.
Every year Old Brick has been forced to forego rental of the auditorium to deserving groups because of
inadequate facilities for persons with disabilities. When Old Brick Episcopal Lutheran Corporation
purchased Old Brick from Old Brick Associates in 1987, it hoped rental revenue would provide funds to
provide accessibility throughout the building, including the installation of an elevator. Unfortunately, due
to rising costs of maintenance and below-market rental rates for nonprofit corporations, this has not
happened. Old Brick has had to resort to a make-shift stair lift in the office wing. With approximately
15,000 persons using Old Brick each year, approximately 450 persons are not able to attend events each
year because of lack of accessibility, and many groups will not use Old Brick for the same reason.
The number of persons with disabilities is sure to increase as the population ages. City Steps places
accessibility needs at the high priority level. Making Old Brick accessible to persons with disabilities is
also our number one priority. It has risen to the level of a moral issue in a place where so many people are
served and where the potential for even fuller service remains a real possibility.
Use of Community Development Block Grant funds to purchase and install the elevator will enable Old Brick
to devote funds obtained from diverse other sources to meeting other needs of persons with disabilities.
Rest room facilities and access hallways for persons using Old Brick's auditorium must be accessible. The
existing kitchen facilities will be upgraded to provide better, safer, and more efficient service for Agape
Care as well as other public and private events and programs at Old Brick.
10. List goal(s) of this project. In addition, please indicate the best you can the number of beneficiaries according to the
following income categories: (please see attached Income Guidelines for Iowa City)
(Circle persons or households)
Number between 0-30% median income ,y, persons or households
Number between 31-50% median income persons or households
Number between 51-80% median income persons or households
Number between 81 - 100% median income persons or households
Number over 100% median income persons or households
TOTAL Persons or Households
The more than 75 events held at Old Brick in 1998 served on estimated 15,000 people. Approximately 80
percent of the events served the student and/or low income population of Iowa City. The Agape Cole
operates every Wednesday morning during school months to serve a dignified breakfast to homeless and
low income persons. The Care is usually filled to capacity at 50 persons, although it is not full on some
winter mornings.
Current Old Brick tenants are: UE LOCAL 896 - CO~5, a union for graduate employees at the University
of Iowa which represents hundreds of graduate students; TABLE TO TABLE supports the work of both
donors and serves by identifying sources of food and transporting it to the groups that need it; Table to
Table has created a system where a daily list of food donations is tallied and those donations are trans-
potted to the appropriate program feeding the hungry; IOWA DIVISION, UNITED NATIONS
ASSOCIATION - The mission of the UNA-USA is to provide grassroots support for the United Nations
System as well as to develop and relay citizens' ideas to United Nations and United 5tares leadership; the
Iowa Division heightens public understanding and concern about global issues and their relationship to the
U.N. System through research, education and information services; EVERTT CONNER CENTER FOR
INDEPENDENT LIVINS assists individuals with disabilities to maintain control over day to day activities
and to advocate for themselves in order to achieve greater independence and full participation in an
integrated society; CAROL CHRISTENSEN AND A550CIATED COUNCILORS, psychologists providing
counseling and therapy.
11. General Description of Activities:
List major activities of the project (how do these activities address your goals listed in #107).
Project Implementation: a) Detailed information regarding elements and time schedule; b) steps taken to assure that this
project is financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project and
related experience with program and project implementation; d) amount of volunteer and agency staff time needed to carry
out the project).
The major activity is the purchase and installation of a hydraulic elevator which will greatly enhance the
accessibility of the building and provide opportunities for more people to participate in programs at Old
Brick. Old Brick will purchase elevator equipment, construct the shaft, and remodel the existing structure
as necessary and appropriate. The new elevator will have a capacity of ;>500 Ibs. A single slide, side
opening door, 3' x 6" wide will include retractable safety edges equipped with photo electric light sensors.
All signal fixtures will include the handicapped accessibility package and will comply with ADA require-
ments. The control system will be interconnected to the building fire alarm system and will provide for
"Firefighters Operation" in accordance with code requirements.
Keyin Manson of Neumann Manson Architects is the project architect fop the elevator installation and the
entire renovation and rehabilitation project. He will assure compliance with all federal, state, and city code
requirements. Old Brick is Iowa City Historic Landmark Parcel 10 and is on the National Register of
Historic Places. Therefore, the renovation and rehabilitation work will also be reviewed by the 5tale
Historical 5ociety of Iowa and the Iowa City Historical Preservation Commission. Building Manager Todd
Case and the eight-member Old Brick Board (including Jan Nash, historic preservationist) will provide
pro3ect oversight as appropriate.
12. If funds are not awarded, will the project/program continue?
Yes__X_- No
If partial funds are awarded, will the project/program continue?
Yes_X- No~ If yes, at what level? BeCaUSe, Of its top priority, the elevator will be
installed using other funds raised for the renovation and rehabilitation, if necessary.
13. If funds are awarded, will the project/program continue after the CDBG funds end?
Yes~ No__X The elevator installation will be complete. Old Brick will continue to provide a
a gathering place for all persons in the community.
14. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such
as salaries, travel and other administrative expenses for operational funding. Use categories such as property acquisition,
architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. Please
include the cost of an audit for any project over $300,000 and other items listed under Budget Considerations in the Subre-
cipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in-kind or
cash, and check if the funds are anticipated or committed. DOCUMENT COSTS WHENEVER POSSIBLE.
PLEASE NOTE: The Housing and Community Development Commission may request a copy of your overall agency budget.
BUDGET BREAKDOWN Please place an X in box that applies.
Type Status
EXPENSE CATEGORY CDBG OTHER LIST SOURCE OF OTHER In- Cash Antic. Comm.
FUNDS FUNDS FUNDS Kind
(e.g. salaries, acquisition, rehab)
If possible, please prioritize
the budget
Elevator Equipment $20,000 $30,000 U.T.O. Grant X X
Elevator Installation 50,000 X X
3-phase electrical service 18,000 MidAmerican X X
Related Remodeling 50,000 22,546 Community Fund-raising X X
Gutters and Soffits 20,000 REAP/HDRP Grant X X
Gutters and Soffits 26,699 Old Brick X X
Gutters and Soffits 2,000 Old Brick X X
Window Frames, Painting 24,000 REAP/HDRP Grant X X
Window Frames, Painting 12,000 Old Brick X X
Renovation, Rehabilitation 1,186,200 * Other Grants, and X X
· estimated Community Fund-Raising, X X
at this time and Old Brick X X X
TOTALS 9120,000 91,269,445
15. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds
(include anticipated dates of funding awards or decisions).
$30,000 is requested from United Thank Offering for the sievetar project; award to be made in ,Tuly 2000.
Grant application submitted to 5tats Historical Society of Iowa for $24,000 for window frame repair and
painting. Grant applications will be submitted to National Trust for Historic Preservation, Friends of Historic
Preservation, and other sources. Professional fund-raisers have been engaged to assess feasibility of
community fund-raising and help develop a fund-raising campaign.
16. Have you received CDBG funding in the past?
Yes X No~ (If Yes, what year(s) did you receive the funding, state the dollar amount received each
year, and how much of each award was a grant, conditional loan and/or repayable loan?) If former projects are un-
derway please indicate the amount of funds remaining to be expended.
Old Brick received a $20,000 CDBG grant for the elevator project in the 1999-2000 fiscal year, none of which has
been expended.
17. Does the proposed project pay property taxes? Yes _~__ No ~ Partially exempt.
If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes No
If "yes", what is the percent of full taxes paid? 5 % and amount paid $B1,294
18. Discuss your organization's policy for obtaining input from low-income persons potentially benefiting or affected by
the proposed project and your policy for obtaining feedback once the project has been completed. If applicant is a
nonprofit, please include evidence (such as minutes of a meeting) that the proposed project has the support of the
organization's Board of Directors.
Old Brick has hired a part-time program director to reach out to more of the community, which will help
move Old Brick's programming in the direction of attracting more low-income and persons with disabilities.
Toward this end, Old Brick brought together a broad spectrum of the constituencies served by Old Brick
to participate in a vietoning session to build a vision for Old Brick for the next centur-y. These groups
included the current tenants, City Council members, City staff members, Chamber of Commerce members,
students, University representatives, and representatives from other community groups.
As a result of the visioning session, Old Brick has organized a Community Advisory Council composed of up
to 15 members who will meet four times a year to help coordinate Old Brick's mission with community
needs. See Exhibit C. Old Brick's office tenants provide a wide range of services to low income persons
and persons with disabilities. Old Brick recently met with representatives of the tenants to discuss plans
for renovation and rehabilitation and is committed to continuing these discussions. The tenants provide a
valuable resource for feedback. ]:n addition, Cafe Agape is held every Wednesday and provides regular
opportunities for feedback from the people served.
Old Brick Foundation is a nonprofit, tax exempt corporation, and its stated purpose is to "receive and
maintain a fund or funds of real or personal property, or both, and use and apply all or any part of the
income and principal exclusively for restoration, maintenance, and preservation of Old Brick Church located
at 26 East Market Street, I:owa City, :]:owa." The project has the support of the Board of Directors of the
owner; see the excerpts from minutes attached as Exhibit b.
APPLICATIONS SHOULD BE RETURNED BY 12:00 NOON, JANUARY 18, 2000, TO:
City of Iowa City
Dept. of Planning & Community Development
410 E. Washington St.
Iowa City, IA 52240
319-356-5230
stephen-long@uiowa ,edu
~ ~ shared\cornmdev\hcdc~fyOOapps\nonhsng2.doc
OLD BRICK FOUNDATION
ORGANIZATION
Old Brick Foundation is an Iowa nonprofit corporation which was organized in
December 1999 by Old Brick Episcopal Lutheran Corporation. It has applied to the
Internal Revenue Service for a section 501 (c)(3) tax-exempt determination.
PURPOSE
Section 3.01 of the Articles of Incorporation of the Foundation states its purpose
as follows:
SECTION 3.01. PURPOSES. The Corporation is organized and shall be operated exclusively for
charitable, scientific, literary, and educational purposes, all within the meaning of Section 501 (c)(3) of
the Internal Revenue Code (or its successor statute) and applicable regulations. The Corporation shall
receive and maintain a fund or funds of real or personal property, or both, and use and apply all or any
part of the income and principal exclusively for restoration, maintenance, preservation, and improvement
of historic Old Brick Church and its environs located at 26 East Market Street, Iowa City, Iowa, and
owned by Old Brick Episcopal Lutheran Corporation, an Iowa nonprofit religious organization.
BOARD OF DIRECTORS
Paula Brandt 354-6948 Home
824 North Gilbert Street 335-5618 Work
Iowa City, IA 52245 pobrandt~avalon.net
Carolyn Cavitt 354-5000 Work
112 South Dubuque Street 354-2892 Home
Iowa City, IA 52240 ccavitt~dainrauscher.com
Valdean Lembke 335-0914 Work
108 Pappajohn Business Admin. Bldg. 351-2902 Home
Iowa City, IA 52242 valdean-lembke~uiowa.edu
Jean Lloyd-Jones 338-0695 Home
160 Oakridge Avenue
Iowa City, IA 52246
Duane Spriesterbach 351-8756 Home
M212 Oakdale Hall 335 -4012 Work
Oakdale, IA 52319 despries @ blue.weeg.uiowa. edu
EXHIBIT B
OLb BRICK RENOVATION ANb REHABILZTA'rZON
PHASE 1 - ELEVATOR. A priority goal is to make Old Brick accessible. Each year,
approximately 500 people are unable to attend events at Old Brick because it is not
accessible for them. This will require:
· New hydraulic elevator, to be installed near the entrance from the parking lot.
· New electrical 3-phase service
· Penthouse and machine room for elevator
· Demolition/relocation of plumbing, mechanical, and electrical
· Remodeling of immediate area surrounding elevator
· Demolition and remodeling of men's restroom facilities (ADA compliant)
Estimated Cost $190,546
PHASE 2 - EXTEI~OR. Restoring and preserving the exterior of Old Brick is a major
priority. Restoration must follow standards prescribed by the U.S. bepartment of the
Interior for restoring historic buildings. This will require:
· Tuckpointing and cleaning brick (complete)
· Replace/repair wood soffit and cornice, wood details on bell tower, and integral
gutters and downspouts
· Refurbish Clinton Street entrance
· Repair/replace window frames and install 1" insulating glass
· Complete repainting of exterior wood and metal detailing
· New water service to building (with back flow proventar)
Estimated Cost $315,640
PHASE 3 - AUDITORIUM. The former sanctuary, now called the auditorium, already
serves the Iowa City and University communities as an event center. Renovating and
updating the auditorium will make it a much more functional facility and enable its use in
the heat of summer. This will require:
· Install new plaster ceiling with perimeter mouldings
· Replace/repair plaster walls
· Replace/repair wood wainscoting and stain railings
· Demo/replace/refinish flooring in sanctuary and foyer
· Complete repairring of sanctuary and foyer interior
· New hot water piping, pump, insulation
· Sanctuary cooling system with condensin9 units and controls
· Wet sprinkler fire protection
Estimated Cost $367,504
PHASE 4 - KITCHEN. The Agape Care provides full breakfasts to homeless people eve~
Wednesday morning during the school months, and the existing kitchen is used for many
events held at Old Brick. The kitchen needs upgrading for safety and efficiency purposes.
This will require:
· Demo existing kitchen/office/storage area
· Construct new residential type kitchen
· Construct new office and storage room next to existing kitchen area
· Replace/repair plaster walls
· Replace/repair wood detailing
· bemo/replace/refinish flooring
· Painting new kitchen and office
· Mechanical and electrical demolition
· Domestic water pipe and controls
· New plumbing and electrical complete (code compliant)
· Smoke detectors and fire alarms
· Connections to kitchen mechanical/appliances
· Wet sprinkler fire protection
Estimated Cost $122,934
PHASE 5 - OFF:ICES ANb CHAPEL. The lower level of Old Brick houses the campus
ministry offices. student lounge, and property manager's office. The space is inefficient
and needs to be reconfigured, as follows:
· bemo existing office and lounge area
· Construct new chapel, offices, lounge with unisex restroom (ADA compliant)
· Replace/repair plaster walls
· Replace/repair wood detailing
· Demo/replace flooring in chapel and office area
· Complete repainting of foyer, chapel, lounge, and offices
· New furnace and condensing unit
· Wet sprinkler fire protection
Estimated Cost $122,741
PHASE 6 - WEST WIN6.
· Tuckpointing and cleaning brick
· Replace gutters and downspouts
· Demo/replace windows, floors, ceilings
· Replace/repair plaster walls
· Remodel women's restroom {ADA compliant)
· Replace/repair wood detailing, doors
· New lay-in light fixtures
· New furnace and condensing unit
· Wet sprinkler fire protection
Estimated cost $306,150
TOTAL ESTIMATED RESTORATION COSTS $1,425,515
November 9, 1998
OLD BRICK EPISCOPAL LUTHERAN CORPORATION
BOARD OF DIRECTORS
The Board of Directors of Old Brick Episcopal Lutheran Corporation met on November
9, 1998, at Old Brick Church and Community Center in Iowa City, Iowa, beginning at 5:30 p.m.
with pizza. Directors present: Chuck Coulter, Judy Gerlitz, Ron Hanson, Sue Licht, Barbara
Stein, Liz Swenson, and Dorothy Whiston. Absent: Bill Klink.
Lutheran Campus Ministry Council Members: Bob Dotzel, Dottie Persson, Brad Meyer,
Nathan Peterson, and Eric Sanders.
Episcopal Chaplaincy Council Members: Julia Easley, John Harper, John Robertson, and
John Cowan.
Also present: Todd Case, Susanne Watson, Ken Gamb, and Kevin Monson.
ANNOUNCEMENTS. Announcements were made about upcoming events: Cafe Agape
fund-raising Mexican dinner on November 18; Episcopal Chaplaincy and Lutheran Campus
Ministry covenant signing at 10:30 a.m. on November 22; and renewal of the Old Brick
Christmas program on December 20.
BACKGROUND. Chuck provided background information for the planned discussion
about restoration of Old Brick, summarizing the results of the visioning session held on April 24
and 25 and outlining Old Brick' financial position and plans for fund raising.
Members of the Program Committee discussed program planning. They have identified
programs in three basic areas: social, religious, and cultural. They plan to survey community
organizations to identify needs and requirements and have discovered the need for funds to pay
for promotion of scheduled programs.
RESTORATION PLANNING. Kevin Monson stated that the first priority in restoration
should be to stop the deterioration and save the building. This work is fairly easily defined: the
roof, the gutters, the soffits, the windows, tuck-pointing as needed, and the exterior structure of
the building in general.
He said the Auditorium or Sanctuary really needs a lot of work, should be the second
priority, and would be the main focus of the discussion. Work done here will provide a good
return on the investment because it will make the facility more rentable. Extensive discussion
then touched on the following areas:
BELL TOWER: Liz suggested some attention should be paid to this area, which could
make a delightful room. It is probably about 12' by 12' and might be a quiet study area for
students.
Board of Directors November 9, 1998
ACCESSIBILITY: This is a critical part of the planning if Old Brick is to be a
community center. Kevin said there are several options for providing an elevator at the front of
the building and that the grade is too great for ramps to provide handicapped access.
HVAC: Adequate, efficient heating and air conditioning are essential to make this
functional space throughout the year.
STORAGE: Easily accessible storage must be provided for tables, chairs, audio visual
equipment, portable altars, and other equipment.
LIGHTING: New artificial lighting must provide better and flexible lighting for various
types of functions. Natural light through the windows must be controlled so the room can be
darkened when necessary.
SOUND SYSTEMS: A commercial quality sound system must be available for speaking
and for music. Wiring should also be provided for intemet access.
FLOORING: Kevin recommended that the entire floor be wood with a protective finish.
This will wear better and be easier to maintain than carpet. Carpet squares can be used with
screens to set aside smaller areas.
WINDOWS: We must be able to close out the natural light when necessary. In addition
to repairing and providing storm protection we need to resolve the question of the old stained
glass windows stored in the basement. Kevin suggested the possibility of moving the one current
stained glass window to the North and adding a stained glass window with back-lighting in the
Noahwest comer where the window is blocked by the addition. The stained glass could be used
for dividers, hanging displays, and other uses that would make constructive use of them.
CHAPEL: There is strong consensus that a permanent chapel area must be provided. A
chapel in the lower area would be satisfactory. The chapel should accommodate at least 20 and
maybe as many as 35 for small weddings and other services.
RESTROOMS: The upstairs restrooms must be handicapped accessible. A dressing and
staging area near the restrooms should be provided for weddings and plays.
KITCHEN: A fully equipped commercial kitchen should be provided. The kitchen
might be moved to the West to allow other uses of the comer rooms with windows.
CEILING: The ceiling should probably be lowered, which will be consistent with what
existed in the early years. It will also permit duct work and wiring to be hidden. The ceiling
would be just under the rafters, which were never meant to be exposed.
Board of Directors November 9, 1998
NORTH WALL: There was a consensus that the stage should be removed and a portable
stage should be provided and that the North wall should be plain. Planning should include the
likely desire to use a cross on this wall for certain services.
SANCTUARY: Planning should retain the power of this space as a worship space.
Calling it a sanctuary instead of an Auditorium might help, but sanctuary might be off-putting to
some. Perhaps it should be called a community sanctuary.
FRONT DOORS: The front entry may need to be recon~gured as it used to be because
the doors used to be lower. The doors may need to be replaced.
SIGN: A new sign in front of the building is needed.
NARTHEX: Space for coats should be provided. The narthex could be opened to the
space above.
ORGAN: The organ could be moved, but greater security for it must be provided.
BALCONY: Could the balcony be expanded, extended into the room?
LOWER LEVEL. Kevin said this space was reasonably functional and no financial gains
would result from redecorating it. The was a strong consensus that the lower area, including the
Clinton Street entrance, the current chapel, the lounge area, and the meeting room, should be
reconfigured for greater efficiency.
OFFICE WING. Kevin noted that moneys spent on the office wing were not likely to
enhance revenue by much. There are essentially four options: (1) Tear it down and rebuild a
more efficient office facility, (2) add a third floor, (3) renovate what is there now, or (4)
eliminate the wing altogether.
MINUTES. Todd distributed copies of the minutes of the Board of Directors meeting on
October 12, 1998, to Directors, along with a written property manager's report and the financial
statements for October 31.
There was no further business, and the meeting was adjourned at 8:45 p.m.
Respectfully submitted,
Chuck Coulter, Secretary
CITY OF IOWA CITY 'l ] 2000
FY01 COMMUNITY DEVELOPMENT BLOCK GR ANT "'
FUNDING REQUEST FOR NON-HOUSING PROJEC
1. Name of Project: 2a. Amount of CDBG Funds Requested $__9,600
b. Loan $ Grant $__9,600
Successful Living
c. Type of Loan: (check applicable line) Amount
Principal and interest (amortized loan)
Principal and no interest (amortized loan)
Principal and a balloon payment
Conditional Occupancy Loan (future repayment)
Declining Balance Lien (forgiven over time)
3. Name and Address of Applicant/Organization 4. Contact Person: Theresa Kopatich
Successful Living
716 N. Dubuque St. Phone Number: 356-0947
Iowa City, IA. 52245 Fax Number: 356-0947
Email Address: kopatich~inav.net
5. Location of Proposed Project: 6. Check CITY STEPS Objective(s) met:
214 Church St. Iowa City, Iowa __Affordable Housing Needs
Homeless Needs
X Public Facility Needs
Public Service Needs
__Economic Development Needs
7. Brief summary of the proposed project:
Successful Living is in the process of purchasing an 8-unit dwelling to add to its program. There are a few things that the
agency will need to supply the house with in order to move new residents in. This includes purchasing a refrigerator, freezer,
microwave, washer, dryer beds and dressers. In addition some painting, wall repairs and cleaning need to be done to the
building.
8. Why is this project needed? How does the project address the priorities, strategies and goals of CITY STEPS (Please specify
the one most applicable priority need and priority need level, as shown on pages 98-99 in CITY STEPS)
On pages 89 & 92 Transitional shelters and Permanent Supportive Housing for individuals and persons w/special needs was listed
as High Priorities.
On page 96 the plan list "Developing Single Room Occupancy (SRO) type housing for singles with access to support services", as
a strategy to providing transitional housing needs.
On page 98 the need for Substance Abuse Services and Employment Training are listed, as High Priority needs. Also a high
priority need is Other Public Service Needs, including housing and support services to persons with disabilities and/or drug
and alcohol addiction.
The Successful Living agency addresses all the above issues in a very cost effective, least restrictive way. The agency provides
on-site alcohol/drug abuse counseling mental health services and other types of housing and services designed to develop
independence and self-sufficiency. It is also the only transitional housing opportunity for single working individuals in the
Johnson County area. In its two years of operation Successful Living has opened up 43 SRO units at very affordable rents.
Other Public Service Needs
(Transitional Housing) HIGH
Priority Need Priority Need Level (High, Medium or Low)
9. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First,
describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated). Second, please
discuss how these outcome data will be met by the proposed project.
The project outcome Successful Living is working towards is to provide 8 new affordable housing with support units to the Iowa
City housing market in order to assist homeless or very-low income person's reintegrate into the community, living as
independently as possible.
The clientele we are serving nor the agency itself does not have the funds to purchase necessary items to make the house
usable. By receiving these funds we will be able to purchase the needed items and add the 8 units to the market.
10. List goal(s) of this project. In addition, please indicate the population to be served by the proposed project according to the
following income categories: (please see attached Income Guidelines for Iowa City)
(Circle persons or households)
Number between 0-30% median income 12 persons or households
Number between 31-50% median income __ persons or households
Number between 51-80% median income persons or households
Number between 81 - 100% median income persons or households
Number over 100% median income persons or households
TOTAL 12 Persons or Households
The overall goal of this project is to furnish an 8 unit SRO (single room occupancy) dwelling so it may be used for transitional
housing by homeless and/or low-income persons.
11. General Description of Activities:
Ust major activities of the project (how do these activities address your goals listed in #107).
Project Implementation: a} Detailed information regarding elements and time schedule; b) steps taken to assure that this
project is financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project and
related experience with program and project implementation; d) amount of volunteer and agency staff time needed to carry
out the project).
By June 30th, 2000 the Director will have located the needed items.
By July 15'h the interior of the house will be painted and walls repaired. It will also be thoroughly cleaned.
By July 20th the new furnishing will be added to the house.
By August 1 ,t, 2000 residents will move in.
12. i;f funds are not awarded, will the project/program continue?
Yes No X
If partial funds are awarded, will the project/program continue?
Yes X No If yes, at what level? It would probably be at a part-time level depending on how much
of the funds were awarded.
13. If funds are awarded, will the project/program continue after the CDBG funds end?
Yes x No
14. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such
as salaries, travel and other administrative expenses for operational funding. Use categories such as property acquisition,
architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. Please
include the cost of an audit for any project over $300,000 and other items listed under Budget Considerations in the
Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in-kind
or cash, and check if the funds are anticipated or committed. DOCUMENT COSTS WHENEVER POSSIBLE.
PLEASE NOTE: The Housing and Community Development Commission may request a copy of your overall agency budget.
BUDGET BREAKDOWN Please place an X in box that applies.
Type Status
EXPENSE CATEGORY CDBG OTHER LIST SOURCE OF OTHER In- Cash Antic. Comm.
FUNDS FUNDS FUNDS Kind
ie.g. salaries, acquisition, rehab)
If possible, please prioritize
the budget
Rehab 99,600 $4,000 Clients Successful Living is X x
serving & Donations
TOTALS $9,600 $4,000
15. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds
(include anticipated dates of funding awards or decisions).
Current residents in the program will donate their time to clean the building.
We will receive furniture for the living room from the Furniture Project
Local churches will donate bedding, towels and a TV.
16. Have you received CDBG funding in the past?
Yes x No (If Yes, what year(s) did you receive the funding, state the dollar amount received each
year, and how much of each award was a grant, conditional loan and/or repayable loan?) If former projects are
underway please indicate the amount of funds remaining to be expended.
Year Amount Budgeted Amount expended (to date)
FY 98 (July, 97- June, 98) ~0
FY 99 (July, 98- June, 99) ~11,000 ~11,000
FY 00 (July, 99 - June, 00) ~29,395 816,639
17. Does the proposed project pay property taxes? Yes _ __ No X
If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes X No
If "yes", what is the percent of full taxes paid? __% and amount paid 8 100-voluntary
18. Discuss your organization's policy for obtaining input from low-income persons potentially benefiting or affected by
the proposed project and your policy for obtaining feedback once the project has been completed. If applicant is a
nonprofit, please include evidence (such as minutes of a meeting) that the proposed project has the support of the
organization's Board of Directors.
House meetings are held weekly so those tenants can have a chance to express their concerns. During these meetings we
receive a lot of feedback on our program about things people like and things they suggest we change.
We have suggestion boxes available for persons to provide written comments.
We have consumers complete a program evaluation form, once a year.
The board has a goal to develop a "Quality Assurance Program" by August 1 ,t, 2000.
Consumers fill out yearly evaluations on counselors.
A current resident is a member of the Successful Living Board.
Theresa Kopatich
From: Valerie Kemp <Valerie. Kemp@doc. state.ia.us>
To: kopatich@inav.net
Subject: Minutes
Date: Wednesday, January 12, 2000 7:27 AM
Successful Living Board Minutes
The meeting was held in room C of the Iowa City Public Library
Meeting was called to order at 5:30 pm
Present were Theresa Kopatich, Leslee Roepke, Melissa O'DonnellI-Long, Linda
Paul, Billl Myer and Valerie Kemp.
The previous minutes were approved.
Directors report
Theresa reports that the program received a $104,000 Federal Home Loan grant
for the 21 unit. Have 2 other grant proposals submitted and waiting for a
response. Theresa would like to ask the City Council for a funding for a
full time assistant. That person would work in client management. Board
approved making the request from the city.
The home previously operated by Hillcrest on Church Street is vacant.
Theresa requested approval fromt he board to ask the city for a $200,000
loan to purchase the home. The remaining $115,000 balance would be covered
by a Federal Home grant. Applications are due by 1/15/2000. Board authorized
Theresa to pursue this loan.
State inspectors gave a list of corrections needed. Corrections in case
files have been adopted. The board needs to develop quality assurance
guidelines by August 1,2000, personal policies by 3/30/2000. The board will
develop personal policies prior to the deadline.
Theresa reviewed vision is to purchase the Church St. house, develop the
lawn care business to provide income and jobs for the program, develop a
substance abuse prevention program and put a substance abuse counselor on
call. The Senior Center has agreed to display residents art work for the
downtown Art Walk.
Job Descriptions
Discussion on the proposed job descriptions with some suggestions for
modification that Theresa will adopt.
Treasurer
Theresa asked whether we need a treasurer to monitor finances. Currently the
Board president signs payroll and all checks over $200.00. Board decided
this system is working and Theresa will meet monthly with the Board
President to review financial records.
Eviction Process
Theresa questioned whether we need a formal policy on this. Board requested
that evictions be approved by the Board president.
Waiting List
Currently there are 40 people on the waiting list. They are contacted on a
first come, first serve basis. Discussion was held on developing a priority
list considering medical needs, domestic violence, and other risk factors.
The new sponsor pamphlet was handed out for review. The board will address
Page 1
personnal policies next meeting.
Meeting adjourned at 6:30 pm. Next meeting will be 3/14/2000 at the Iowa
City Public Library.
Page 2
CITY OF IOWA CITY / 7 8 2000
FY0t COMMUNITY DEVELOPMENT BLOCK GRANTr~.~--
FUNDING REQUEST FOR NON-HOUSING PROJECTS ~ i~.
1. Name ol' ProJect: 2a. Amount of CDBG Funds Requesled $10,000
Consumer Credit Counseling b. Loan $ Gram $10,000
Service c Type of Loan: (check applicable line) Amount
Pdndpal and interest (amortized loan)
Prindpa) and no interest (amortized loan)
Pdndpal and a balloon payment
Conditional Occupancy Loan (future repayment)'
Declining Balance Lien (forgiven over time)
3. Name and Address of Applicant/Organization 4. Contact Person: Denise Ganpat
Family Services
100 First Street SW, Suite 200 Phone Number:. (319) 398-3574 ext. 21
Cedar Rapids, IA 52404 Fax Number:. (319) 398-3577
Email Address: deniseganpat~hotmail.com
S. Location of Proposed Project: 6. Check crrY STEPS Objective(s) met:
Consumer Credit Counseling Service Affordable Housing Needs
1901 Broadway, Suite 115 . Homeless Needs
Public Facility Needs
Iowa City, IA 52240 x f~ublic Service Needs
. Economic Development Needs
7. Brief summary of Itte proposed project:
Consumer Credit Counseling Service (CCCS) offers budget counseling, debt management, and
consumer education. Counselors offer budget counseling to assess a family's situation, to help set
goals and priorities, and to develop a realistic, workable plan. This can include a vadety of activities
from helping to get a savings plan started to assisting someone deep in debt by setting them up in a
Debt Management Program. In Debt Management cases, our counselors negotiate with creditors to
restructure payments. Clients deposit a specified amount of money with CCCS for payment to creditors
according to a predetermined plan. This helps clients develop a balanced budget and benefits
companies by setting up a payment plan to recover money that otherwise may have been lost to
bankruptcy. The third component of CCCS is financial education, to teach the skills and tools to
effectively manage money. Classes are available to clients, schools, employee and community groups,
as well as the general public.
This request is for $10,000 to fund operational expenses for the Iowa City office of Consumer Credit
Counseling Service. This amount would partially fund the salary and benefits for the 32-hours/week
staff person and partially fund office rental in the building at 1901 Broadway. This would allow CCCS to
continue serving over 150 Iowa City area families per year who are struggling due to financial debts.
8. Why ls lids project needed? How does be project address be pdodUes, strategies and goals of CITY STEPS (Please
specify be ,~ne mree applicable priority need and priority need level, as shown on pages 98-99 in CITY STEPS)
The demand for Consumer Credit Counseling Services continues to grow for the Iowa City office. Through
financial education and debt repayment, CCCS offers iow-income individuals and families a way to make
progress toward escaping poverty long-term and achieving the Amedcan Dream of financial opportunities.
People with marginal incomes can develop a budget and achieve defined goals with appropriate support and
education. This program provides both the ongoing suppor~ and financial life skills education. The education
component of the program increases budgeting, saving, and other financial knowledge. CCCS is an
investment in people who are willing to take steps to solve their financial problems - strengthening families,
neighborhoods, and the community.
The Debt Management Program returns money to local and national creditors, strengthening the economy
and in some cases, preventing bankruptcy. With its positive effects on individuals, families, and businesses,
CCCS is a valuable resource for the Iowa City area that meets the high need for other public service needs
identified in CITY STEPS. CCCS also addresses the ncc'J for senior services, as it helps seniors on fixed
incomes to create realistic budgets and meat their financial obligations.
Oth~-r p, ihlin ,c;ervic~. N~=~-ts Hinh
Priorfry Need Pri~tty Need Level (High, Medium or Low)
9. As accurately as possible please describe how outcome data indicates that be project objective can be met, Rrat,
describe be outcome data or key elements be project is worldrig towards (e.g. units to be rehabilitated). Second, please
discuss how these outcome data will be met by be proposed project.
The main objective of CCCS is to stabilize the finandal situation of its clients. This is done by an initial
assessments and then retaining clients through the successful completion of their programs. In the Iowa City
area, CCCS is working towards the following: provide 12 initial assessments per month, service three new
Debt Management cases per month, and graduate 20 clients per year.
To provide this level of service, CCCS nccds to maintain its % time presence in Iowa City. Based on past
statistics and continuing marketing efforts the above objectives can be met. In 1999 the Iowa City office
a) Completed budget counseling with 34 families,
b) Made referrals for legal assistance to 32 families,
c) Recommended specific action nc"'_.,ded before setting up a Debt Management Program to 47 families,
d) Set up Debt Management Programs for 53 families.
CCCS evaluates program outcomes by tracking the number of requests for infon'nation, appointments, and
Debt Management Plans established. It also tracks the amount of money repaid to creditors and the number
of families successfully completing the program. Outcome data from last fiscal year indicates that the Iowa
City branch of CCCS accomplished the following:
a) Responded to 456 requests for information,
b) Had 120 appointments,
c) Set up 50 new Debt Management Programs.
10. L/stg~a~(s)~fth~spr~ject~nadd~U~n~p~ease~nd~catethep~pu~aU~nh~he~vefbythepr~p~sed~a~N~gto
the following income categories: (please see attache Income Guidelines for Iowa City)
One goal is to continue increased CCCS activity in the Iowa City area. Last fiscal year CCCS began
devoting a half-time staff person to the Iowa City offce. This position became % time this fiscal year.
At this level of staffing, one goal is to increase financial counseling services to the Iowa City community by 20
percent in Fiscal Year 1999-2000 and at least maintain that level of service in 2000-2001. This increase
would include achieving the following statistics:
a) Complete budget counseling with 41 families,
b) Make referrals for legal assistance to 44 families,
c) Recommend spedtic action needed before a Debt Management Program to 50 families,
d) Set up Debt Management Programs for 60 families.
Other goals of this project are to see 33 to 40 percent of the 12 initial assessments per month enter the
Debt Management Program and from there to retain them to successful completion or graduation from
the program. As people in the program achieve financial stability and gain financial knowledge and skills,
they are better able to meet basic n~s, afford decent housing, maintain suitable living environments,
escape poverty, and access economic opportunities.
Currently, 63 percent of the families served by CCCS have a gross annual household income below
$24,000. A vast majority of the population served should continue to be well below 80 percent of the Area
Median Income. The program typically serves populations ranging from young adults to the eldedy,
especially single parents and referrals from other agendes or creditors. Based on past client statistics,
CCCS estimates it will serve the following numbers of households in the Iowa City office:
(circle persons or households)
Number between Ck'.'.'~% median income75 persons or households
Number between 31-50% median income__90._ persons or housee~ds
Number between 51-80% ffmdian income4o persons or households
Number between 81 - 100% median income__2Q_. persons or households
Number over 100% median income __.20_. persons or households
TOTAL _.J95_ Persons or Houselloids
11. General Descriptlen of ActiviUes:
List major acth4tles of the project (how do these activities address your goals Iistad in #107).
Project ImplenHh-AaGon: a) Detailed Information regarding elements and tkne schedule; b) steps taken to assure that this
project is financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project
and related experience with program and IxoJect implementation; d) amount of volunteer and agency staff time needed to
IVtq~r/~ ~fivifip~
· One major activity is to more effectively market and promote the program so that those in finandal difficulty
are aware of and access the services. This is accomplished through speaking engagements, press
releases, and other marketing efforts.
Another activity is the initial assessment and determination of the best course of action for each client.
CCCS counselors offer in-office and telephone assessments for clients. From there clients receive customer
service and ongoing support, which help CCCS achieve retention goals. Customer service and ongoing
support are accomplished through follow-up appointments, mailings, a toll-free number for clients to call with
questions or to problem-solve current situations, and financial education classes offered free to clients. The
classes teach life skills that clients can use every day - topics include budgeting, insurance, savings, and
credit.
For a client in the Debt Management Program an important activity is intervention with creditors to lessen the
pressure on a client and to negotiate lower, achievable payments. This alleviates some of the client's stress
and increases their chance of successfully completing the program.
Prqj,q~-t ImplAmamtinn
a) The Iowa City office of CCCS is generally staffed from 12 to 8 p.m. on Mondays and from 8 a.m. to 5
p.m. on Tuesdays through Thursdays. Additional service is available through toll-free phone calls and
through the Cedar Rapids office.
b) CCCS is an ongoing program with an accreditation process that helps assure that it is financially
feasible and meets Federal, State, and local codes. it is licensed to engage in debt management
by the Iowa Department of Banking and meets the high standards of the National Foundation for
Consumer Credit. Besides applying for this and other grants, CCCS is funded by client fees and
Fair Share. Fair Share is a program where creditors voluntarily give back up to 15 percent of the
funds that CCCS recovers for them. These companies benefit greatly from the program and are
being asked to do more to support it.
c) Consumer Credit Counseling is one program area of Family Services. As executive director of
Family Services, Lois Buntz has managed over 20 local and state grants over the last five years.
In fiscal year 1998-99 Family Services had a $1.3 million operating budget, including $239,284 in
government contracts/grants, $259,866 in United Way funds, $48,547 from private contributions,
and $56,613 of in-kind donations. Kevin O'Toole directs marketing and education efforts for
CCCS. He has 13 years of experience in banking, most recently serving as Assistant Vice
President and Loan Officer at The University of Iowa Community Credit Union before coming to
CCCS. Nonalee Gardner is the primary CCCS staff person for the Iowa City office. She received
her bachelor's and master's degrees from the University of Iowa. Gardner started working in
Family Services' Iowa City office in July of 1998 and has worked in its CCCS area since January
of 1999.
d) CCCS utilizes approximately 24 hours/month of volunteer labor and 32 hours/week of paid agency
staff time for the Iowa City office. Jan Garkey with the Iowa State University Extension Service
provides additional time and expertise.
12. iffunds ere not awarded, withe ;xoje4:b'ptogram conUnue?
Yes x No
If partial Nnds are awarded, will the project/program continue?
Yes X No If yes, at what level?
If partial funds are awarded the program will continue, but it may not maintain its current level of service
unless other funds are secured. Without additional funding staff time may need to be cut to less than four
days/week, decreasing the number of people who can be served.
13. If funds are awarded, will the project/program continue after the CDBG funds end?
Yes X No
14. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories
such as selarles, travel and other adminislzaUve expenses for operaUonal fuming. Use megodes such as property
acquisiUon, architectural expenses, construction cosis, material and administrative costs, etc. for construction/rehab
projects. Please Include the cost of an audit for any project over $300,000 and other Items listed under Budget
Considerations in the Subrecipient Guide. If other funds are used to implement the project, please list the sources, state
If the runde am in-kind or cash, and check If the funds am anticipated or committed. nO~-I IMFNT ~CIRTR M/141:NL=VFR
lat~RRIRI F.
PLEASE NOTE: The Housing and Community Development Commission my request a copy of your overall agency
budget.
BUDGET BREAKDOWN Please place an X in box that applies.
Type Slatus
EXPENSE CATEGORY CDBG OTHER MST SOURCE OF OTHER FUNDS In- Cash Antic. Cornre.
FUNDS FUNDS Kind
Salary and benefits $ 7,000 $13,160 Fair Share contributions, client fees X X
Office rental $ 3,000 $ 3,000 Fair Share contributions, client fees X X
TOTALS $10,000 $16,160 ,
15. List other groups or oqianizations that were asked to contribute to or fund this project and the status of those
funds (include anUcipated dates of funding awards or decisions).
CCCS requested funds to subsidize client fees for low-income families from the Iowa Conference of the
United Church of Christ in January of 2000. These funds are pending with funding awards antidpated in
March of 2000.
/
16. Have you received CDBG funding in the past?
Yes .... No ~ (If Yes, whet year(s) did you receive the funding, state the dollar amount received each year,
and how much of each award was a grant, conditional loan and/or repayable loan?) If former projects are unclenvay
please indicate the amount of funds remaining to be expended.
17. Does the proposed project pay property taxes? Yes ... No _jY,_
If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes No x
ff "yes", whet is the percent of full taxes paid? % and amount paid $.
18. Discuss your organization's policy for obtaining input from Iow4ncome persons potentially benefiting or affected by
the proposed project and your policy for obtaining feedback once the project has been completed. If applicant is a
nonlm'ofit, please include evidence (such as minutes of a meeting) that the proposed project has the suppod of the
organizetion's Board of Directors.
Client surveys are collected dudn(~ service and upon discharge. The Family Services management team, the
CCCS advisoW board, and CCCS staff members evaluate results to improve client services. The advisory
board contains Johnson County residents and former clients. Survey information is also monitored through
the agency's accreditation process.
Attached am minutes of the board meeting where the Family Services Board of Directors approved the
current year's budget, including an increase in staff time for the CCCS office in Iowa City.
APPLICATIONS SHOULD BE RETURNED BY 12:00 NOON, JANUARY 18, 2000, TO:
City of Iowa City
DepL of Planning & Community Development
410 E. Washington St,
Iowa City, IA 52240
3t9-356-5230
stephen _longSiowa -c ity.o rg
Minutes of the Board of Directors of Family Services
June 23,1999
BOARD MEMBERS PRESENT: Mark Zaiger, Gary Bartlett, Ed Krug, Susan
Spivey, and Steve Menzner,
BOARD MEMBERS NOT PRESENT: Nancy Garberson, Mary Hurlbut, Carol
Lensing, Becki Lynch and Joel Schmidt.
STAFF PRESENT: Lois Buntz, Linda Fitz, Lary Belman, Kevin
O'Toole, Dianna Knutson, Jo Ann Harrington
and Trina Johnsten.
Meeting of the Board of Directors was called to order at 7:40 a.m. by President Mark
Zaiger.
Minutes of the May meeting were approved as mailed. Susan Spivey made the motion.
Gary Bartlett seconded. Motion carried.
Marketing Committee - Trina Johnsten: Trina announced that the committee had met
last month and the following low cost public relations ideas were discussed: Editorials
written by the board members to be put in The Gazette every two months; inserts in the
newspaper. Also, the committee will be reviewing the golf event as a fundraiser and
work on an agency identity symbol.
Annual Goals - Lois Buntz: Lois reported on Fiscal Year 2000 annual plans. A copy of
these were handed out to the board members. Copies will be sent to those not in
attendance.
Iowa City Office - Lois announced that due to lack of regular funding, counseling
services will be limited to Alliant EAP clients only. Consumer Credit Counseling Service
is growing and will continue its services out of this office. Lois recommended these
services continue. Steve Menzner made the motion. Susan Spivey seconded. Motion
carded.
Financial Report - Lois Buntz: Lois reported in the absence of Mary Hurlbut. ASSETS '-
Current ~- $411,303.82; Fixed -- $41,611.88 -- Total $452,915.70. LIABILITIES --
Current $161,211.77; Long Term - $12,831.84 -- Total $174,043.61. Leaving a Fund
Balance of $278,872.09. Gary Bartlett made the motion to accept the balance sheet
and the and May financial report. Ed Krug seconded. Motion carded.
Annual Fund Update - Trena Johnsten: Copies were handed out to the board. Those
not in attendance will have a copy mailed. The agency exceeded its targeted annual
goal of $50,000.
Fiscal Year 2000 Budget - Lois Buntz: Lois announced that the Finance Committee has
reviewed and approved this budget and is recommending approval. Susan Spivey
made the motion to accept the budget. Gary Bartlett seconded. Motion carded.
President's Report - Mark Zaiger: Mark recommended the following slate of officers for
the following year. President - Gary Bartlett; Vibe President - Susan Spivey; Treasurer -
- Joel Schmidt and Secretanj - Ed Krug. Steve Menzner seconded. Motion carried.
New Board Members: The following names were submitted to and accepted by the
board as new members to the board: Deb Gersten, Vice President of SCI and Larry
Norman, President of Financial Markets Division of AEGON.
Strategic Planninq Retreat: The date will be September 22, 199 from 7:30 a.m. - 12:00
Noon.
Meeting adjourned at 8:40 a.m.
Ed Krug, Secretary
Jo Ann Harrington, Staff
,,'AN
:. 18 2OOO
January 17, 2000
Mr. Stephen Long
City of Iowa City
Dept. of Planning and Community Development
410 E. Washington St..
Iowa City; IA 52240-1826 "
Dear Mr. Long:
I~m pleased to submit this application for $10,000 in City CDBG Public Services funds
for the annua! operating expenses of Consumer Credit Connseling Service. Additional
operating funds will .help Family Services maintain a strong CCCS presence i.n the Iowa
City, so that well over 150 households wifl be able to improve their financial stability. ,
The majority of our financial counseling services help !ow-income households,
improving the economic health of families, neighborhoods, and the community.
Thank you for considering thil request._ If you have any questions or ;need additional
information, please call' me at (319) 398-3574 ext. 21.
Sincerely,
Denise A. Canpat
Fund Development Coorpitiator "
100nmt, StmetS.W.,Suj~e200 [[~ 1901Btoadway, SuitellS. d[~ 218N. atdStmet, S~te. 716 ~ 2245RintHf, llD:t.
Cedar Rapids, Iowa 52404 Iowa Qty, Iowa 52240 F & M Bank Bldg. Dupaco Bldg.
319-398-3574 fax 319-398-3577 319-337-2121 Burlington. Iowa 52601 Dubuque. Iowa 52003-
800-826-3574 fax 319-337-3255 319-752-2227 fax 319-758-6258 319-584-2181 fax 319-584-2003
CITY OF IOWA CITY JAN 18 2000
FUNDING REQUEST DE,PABT_M_.ENT
1. Name of Project: 2a. Amount of CDBG Funds Requested $ :1:1,000
After-school b. Loan $ Grant $ :1:1,000
employment-related c. Type of Loan: (check applicable line) Amount
t r a n s p o r t a t i o n Principal and interest (amortized loan)
Principal and no interest (amortized loan)
Principal and a balloon payment
Conditional Occupancy Loan (future repayment)
Declining Balance Lien (forgiven over time)
3. Name and Address of Applicant/Organization 4. Contact Person: Diane Hagarty
M. ¥. F.. p. Phone Number: 34:1-0060
P. O. :Box 307 Fax Number: 34:1-0059
Iowa City, IA 52244 Email Address: myep~soli. inav.net
5. Location of Proposed Project: 6. Check CITY STEPS Objective(s) met:
Affordable Housing Needs
M. Y. E. P. --
Homeless Needs
P. O. Box 307 '
Public Facility Needs
Iowa City, IA 52244 ~y,_Public Service Needs
Economic Development Needs
7. Brief summary of the proposed project:
M. Y. E. P., using a 14-passenger van, would pick up youth (primarily low-
and moderately-low-income) from school. The youth would be transported to
employment-related workshops, job shadowing activities, or paid employment.
M. Y. E. P. would determine, with the youth:(and his/her parents) the best
transportation arrangements for getting home from the employment-related
activity.
Youth who are under age 16 are only allowed (under Iowa law) to work until
7:00 on school days. There is very limited opportunity for youth in this
age group to obtain employment. The logistics of transportation to employ-
ment-related activities is a major barrier for low-and moderately low-income
youth.
MYEP employment specialist will work with teachers, employers, and parents
to arrange employment and employment-related activities around this
transportation so as to maximize resources.
8. Why~s~~spr~jectneeded?H~wd~esthepr~jectaddressthepri~rities~strategiesandg~a~s~fC~TYSTEPS(P~easespedfy
theonemostapplicablepdority ne~ andpriority ne~level, asshownonpages98-991nCITYSTEPS)
This project meets threee high needs categories in CITY STEPS - youth,
transportation and employment. However, we will focus on Employment.
On p. 110, City Steps states a strategy: ~Provide Employment Support
Services. Short term objective a: Investigate methods of providing
improved transportation and child care services for employees."Long term
objective a states: "Provide improved transportation and child care services
for families."
THis project provides a solution for low and moderately low-income youth
that are being forced out of the employment pool due to lack of efficient,
timely, transportation during the hours they~need it most 3:00 to 7:00.
These hours of the school day have also been proven to be those during
which most juvenile crime activities take place.
There is an over-abundance of low-wage, entry-level employment opportunities
in the community. These jobs are perfect for youth with little or no
employment experience and/or work history. However, youth need to be able
to get from school to work and from work to their homes in a safe, effecient,
inexpensive manner. Without this, the employment opportunities are not
logistically feasible for many youth.
Youth/TransDortation/Employment R~ h/High/High
Priority Need Priori~eedtevel(Hig~,MediumorLow)
9. As accur~ely as possible please describe how o~come data indic~es that the pr~e~ o~e~ves can be met. First,
describe the outcome d~a or key elemen~ the pr~ect is wor~ng towards (e.g. units to be rehabilit~ed). Second, please
discuss how these outcome d~a will be met ~ the proposed pr~e~.
Outcome data can be used to determine if objectives are being met. The
number of rides provided will be tracked; number of youth participating
in after-school employment related activities and paid employment will be
counted. Youth participants will be tracked to determine if they are
committing juvenile crime activities during hours of participation.
MYEP can eliminate/reduce incidences of youth tardiness/absenteeism at
after-school jobs and employment-related activities by providing
the supervision and transportation to and from these activities.
10. List goal(s) of this project. In addition, please indicate the population to be served by the proposed project according to the
following income categories: (please see attached Income Guidelines for Iowa City)
THis is an estimate based on income of persons served in the past:
(Circle persons or households)
Number between 0-30% median income 2 5 persons or households
Number between 31-50% median income ~5 persons or households
Number between 51-80% median income _2_0__ persons or households
Number between 81 - 100% median income lO persons or households
Number over 100% median income persons or households
~ TOTAL ] 00 Persons or Households
1. Transportation will be available and utilized by 100 households
which meet low- and/or moderately-low income guidelines for after
school employment and/or participation in employment-related
activities.
2. Youth participants will NOT show an increase in juvenile crime
activities committed. It is hoped if prior incidences, this rate
will go down.
3. Youth participants Will reduce (hopefully eliminate) tardiness
and absences due to lack of transportation.
4. Improve coordination of work schedules for low-income and
moderately-low income youth by utilizing MYEP employment specialist
to explain transportation and schedule to prospective and current
employers.
11. General Description of Activities:
List major activities of the project (how do these activities address your goals listed in #10?).
Project Implementation: a) Detailed information regarding elements and time schedule; b) steps taken to assure that this
project is financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project and
related experience with program and project implementation; d) amount of volunteer and agency staff time needed to carry
out the project).
See attached.
;iSq'
MYEP
FY01 Community Development Block Grant Funding
Attachment for No. 11
General Description of Activities
List major activities of the project:
The project will consist of employment support services provided to (and on
behalf of) low-income and moderately low-income youth.
MYEP vocational specialist will work with youth, families of youth, potential and
current employers, and other human services agencies to provide paid employment and
employment-related activities during the after school hours of 3:00 to 7:00 Monday
through Friday.
Utilizing a 14-passenger van donated to MYEP by the Variety Club of Iowa,
youth will be picked up from school (Southeast Junior High, City High, Northwest Junior
High, West High, and Regina) and transported to their place of employment or to a
designated location for employment-related activities. Employment related activities
could include, but not be limited to, employment counseling, vocational workshop,
Workforce Development office, employment interview with potential employer and job
shadowing opportunities.
MYEP vocational specialist will determine, with youth and their family, the best
mode of transportation to retum youth home from paid employment and/or employment-
related activities.
MYEP vocational specialist will assist youth with actual job search, applications,
interviews, and follow-up services. Once employed, the vocational specialist will
maintain contact with the youth and employers to increase the youth's probability of
successful employment.
MYEP
FY01 Community Development Block Grant Funding
Attachment for No. 11
General Description of Activities
Project Implementation:
a) Detailed information regarding elements and time schedule;
b) Steps taken to assure that this project is financially feasible and meets Federal,
State, and local codes;
c) Personnel involved in carrying out the project and related experience with
program and project implementation;
d) Amount of volnnteer and agency staff time needed to carry out the project.
Information will be disseminated to the schools prior to school beginning in August.
Information will also be distributed to other youth and human services agencies
beginning in July - so that eligible youth can be referred to MYEP for this service.
MYEP will begin, in July, to discuss with current and potential employers of youth the
transportation services that will be available during the school year and encourage
employers to schedule youth accordingly. Actual transportation will begin on or about
September 1, 2000 and continue until the end of the school year. Discussion will be
continuous with area schools, human service agencies and employers of youth to monitor
and make adjustments as needed to provide the best possible service.
MYEP has been providing employment services since 1968. Based upon this history and
experience, the project is financially feasible and meets any restrictions that may apply.
Personnel involved in this project include one van driver and one vocational specialist.
The van driver has been employed by MYEP as a program assistant on a part-time basis
for the past three years - has a chauffeur's license, has completed Red Cross Safety and
First Aid Training; and is a certified job developer. The vocational specialist(s) at MYEP
each have a minimum of ten years education/experience combined in youth and/or
employment related fields. One has received two employment certifications in the past
two years. MYEP has been working with low-income and moderately low-income youth
since 1968. Executive Director has fourteen years experience in program development
and project implementation. An independent auditor audits MYEP annually.
This project will require a minimum of twenty hours per week of vocational specialist
time and approximately twenty hours per week of van driver time. The executive
director will spend approximately ten percent time developing, monitoring, evaluating,
etc. this project (this is an in-kind not shown on budget sheet). Work site supervisors at
youth employment sites will volunteer time to MYEP for this project - not reflected in
budget because amount has not been determined at this time.
//
12. If funds are not awarded, will the project/program continue?
Yes X No On a much smaller scale with funds available.
If partial funds are awarded, will the project/program continue?
YesX No Ifyes, at what level? On a smaller scale with funds available.
13. If funds are awarded, will the project/,t3rogram con,inue after the CDBG funds end?
YesX No__ With funds available. It is hoped that if successful,
some support could be generated from busionesses.
14. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such
as salaries, travel and other administrative expenses for operational funding. Use categories such as property acquisition,
architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. Please
include the cost of an audit for any project over $300,000 and other items listed under Budget Considerations in the
Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in-kind
or cash, and check if the funds are anticipated or committed. DOCUMENT COSTS WHENEVER POSSIBLE.
PLEASE NOTE: The Housing and Community Development Commission may request a copy of your overall agency budget.
BUDGET BREAKDOWN Please place an X in box that applies.
Type Status
EXPENSE CATEGORY CDBG OTHER LIST SOURCE OF OTHER In- Cash Antic. Comm.
FUNDS FUNDS FUNDS Kind
(e.g. salaries, acquisition, rehab)
If possible, please prioritile
the budget
Salary-van driver $ 9,000 ~
Fringes-van dr~v~r ?,~
Sal. Employ. Spec. 13,000 MYEP X lc
Fring. ~mploy SpeG 2,500 MYF. P Y X
Vehicle 20,000 Variety Club of Iowa X X
Gas/Maintenance/It s. 4,000 MYEP X X
TOTALS $ ] 1 , D O O $ ~ q. q (] r]
15, List other groups or organizations that were asked to contribute to or fund this project and the status of those funds
(include anticipated dates of funding awards or decisions),
None, at this time.
16. Have you received CDBG funding in the pa~?
Yes X No__ (If Yes, what year(s) did you receive the funding, state the dollar amount receded each
year, and how much of each award was a grant, condMonal loan and/or repayable loan?) If former pr~ects are
underway please indicate the amount of funds remaining to be expended.
FY91 $23,103 Grant
FY92 23,000 Grant
FY93 11,228 Grant
FY94 10,000 Grant
FY95 15,750 Grant
FY96 19,714 Grant
FY97 8,463 Grant
FY00 15,411 Grant
17. Does the proposed project pay property taxes? Yes __ No ]{
If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes No X
If "yes", what is the percent of full taxes paid? % and amount paid $
18. Discuss your organization's policy for obtaining input from low-income persons potentially ben~iting or affected by
the proposed pr~ect and your policy for o~aining feedback once the pr~ect has been completed. If applicam is a
nonprofit, please include evidence (such as min~es of a me~ing) that the proposed pr~ect has the support ~ the
organization's Board of Directors.
MYEP has constituenet representatives that serve on agency's advisory
board. Also, since 1968, program participants complete program
evaluations following receipt of services/participation in program to
provide feedback to agency about how services can be improved. It
is through such feedback that the need for after school transportation
for low-income and mod. low-income youth from school to employment
related activities was identified.
Minutes of Board of Directors attached.
APPLICATIONS SHOULD BE RETURNED BY 12:00 NOON, JANUARY 18, 2000, TO:
City of Iowa City
Dept. of Planning & Community Development
410 E. Washington St.
Iowa City, IA 52240
319-356-5230
stephen_long~biowa-city .org
~i1~5 ~ shared\cornmdev\hcdc\FY01apps\nonhsng2.doc
Minutes of January 05, 2000 Board of Directors Meeting
(DRAFT COPY ONL Y)
The Mayor's Youth Employment Program (MYEP) Board of Directors met on January 5,
2000 at the MYEP office. The meeting was called to order at 4:30 p.m.
Members present were Sydney Gussman, Joe Madigan, Terrence Neuzil, Julie Pulkrabek,
Tom Goedken and Ed McEleney. Staff present were Diane Hagarty and Cokie Ikerd.
The minutes of the November 17, 1999 meeting were approved as presented. Pulkrabek
moved, Cussman seconded, motion carried.
Ikerd discussed the audit proceedings and the current financial condition of the agency.
Steve Kuhl from Greenwood and Crim will be completing the FY99 audit this week. He
will be coming back at a later time to audit the three month time period of July 1 through
September 30, 1999.
Discussion was held regarding funding. Up-dates include:
DCAT - possibly no funding for next year. This negatively impacts on the
Johnson County Juvenile Crime Prevention Coalition group of which MYEP is a part.
Could result in a loss of approximately $40-45,000 if crime prevention is not funded.
JTPA - there will be no summer program this year according to information Paula
Cox received at a TAC meeting today. Workforce Development is not sure what they are
going to be doing with summer programs. The impact on MYEP could mean no summer
ICC or YAC programs. Last year this funding was approximately $50,000 to $60,000
with matching funds included.
IDOT - Hagarty has received word from Bob Rye that there will be summer
program funds available. Corps of Engineers would like two work crews instead of only
one this summer. Bowers and Hagarty are meeting with City of Iowa City, City of
Coralville, and U or I to discuss crew possibilities. Grant will come out in February and
be due in March.
CDBG - FY01 application due on or before Tuesday, January 18, 2000.
Discussion held regarding current year's project and proposal for FY01. The request will
be for $11,000.
Work study students - MYEP is currently employing three work study students.
Board members encourages increased usage of work study, interns, etc. to stretch MYEP
funding and provide additional services at the lowest possible cost. Hagany is to look
into internships with departments other than School of Social Work.
The Communications Group class project was passed around for the board to review. It
was agreed by the board to use the fund-raising proposal suggested by the
Communications Group. More on this later.
Gussman and Hagany reported on the United Way/City of Iowa City/City of
Coralville/Johnson County funding presentation given in December. Both felt the
presentation went very well and that the panel asked good, appropriate questions.
There has been some very good publicity for MYEP in the newspapers. Copies of the
client articles from Thanksgiving and Christmas editions of the Press Citizen were passed
out for board member review.
Popcom Wagon Update - a party is interested in purchasing the wagon. Hagany has been
directed to deal with the potential purchaser and Neuzil and Madigan will deal with the
City of Iowa City regarding the loan agreement.
Discussion was held regarding the board/staff social get-together at the Hagany's. It will
be this Sunday, January 9th at 3:00 p.m. for board and staff and families. Each person
volunteered to bring part of the refreshments.
Discussion was held regarding a replacement for Tom Braverman's position on the board.
Deb Noel, a parent and business owner, was nominated. Neuzil motioned, McEleney
seconded, and motion carried to accept Deb Noel as the new board member.
The Chamber of Commerce business fair will be held March 24, 25 and 26. Pulkrabek's
law firm (Phelan, Tucker, et al) and Goedken's accounting firm (Clifton Gunderson) have
agreed to split the cost of a booth for MYEP. This will be a regular size booth and
electricity will be available. Madigan will make notepads and bill Neuzil for the cost.
Neuzil volunteered KCJJ to cover the cost of these. Hagany will order pencils with the
agency name, phone number and address on them. The MYEP brochure will be revised
to allow for the fund-raising piece to be added.
Discussion was held regarding the name change.
Board made a decision regarding the new name. This will be announced in February, do
a mass mailing, and have a booth at the Chamber Business Fair on March 24, 25, and 26.
Madigan could possibly donate some printing as a way to thank MYEP for youth
employees working at print shop. Pulkrabek and Goedken's offices will pay for the booth
rental at the Chamber Fair.
Next meeting will be February 2, 2000 at 4:00p.m. at the MYEP office.
Neuzil moved, Madigan seconded, Motion carried to adjourn meeting at 6:00 p.m.
1425 North Dodge Street
P. O. Box 307
Iowa City, IA 52244
Phone: 319-341-0060 Fax: 319-341-0059
Housing and Community Development Commissioners
Attention: Mr. Stephen Long
City of Iowa City
Dept. of Planning & Community Development
410 E. Washington Street
Iowa City, IA 52240
Dear Commission Members:
Enclosed herewith please find FY01 Community Development Block Grant Funding
Request for Non-Housing Projects.
MYEP proposes to provide transportation for low-income and moderately low-income
youth during after school hours. This will allow youth to participate in employment-
related activities such as employment counseling, employment workshops, and job
shadowing. This will also allow youth with transportation barriers to obtain paid
employment.
Johnson County is faced with an extremely low unemployment rate. Therefore, it is vital
that low-income and moderately low-income youth wishing to work have the opportunity
to do so. Transportation is a beer, which prevents this from happening in many cases.
I would like to draw your attention to the matching funds for this program. In addition to
those listed, the MYEP Executive Director will be providing in-kind ten percent (10%)
time to oversight, planning, monitoring, etc. of this project.
Thank you for your consideration of this application.
Sincerely,
Di~L.H~~'y~r
CITY OF I0 WA CITY
FYOf CDBG and HOME FUNDING REQUEST FOR ALL HOUSING""~'r~r~.~,~,~?.
PROJECTS
Project Name:
Type of Project: Affordable Family Housing
GENERAL INFORMA T/ON
1. Lead Applicant Name MDI Limited Partnership #651MetroPlains Development, LLC__
Applicant Address 1600 University Avenue, Suite 212, St. Paul, MN 55104
Contact Person Jean Eide Title Vice President
Phone Number 651-523-1247 Fax Number 651-646-8947
E-mail Address jeide~i)metroplains,com
2. Secondary Applicant (if applicable)
Applicant Address
Contact Person Title
Phone Number Fax Number
E-mail Address
3. Type of Applicant (check one):
Community Housing Development Organization
Private non-profit organization
X Private for-profit, individual or partnership applicant
Public Organization
4. Federal Tax Identification Number: 41-1959357
5. Amount of Funds Requested
HOME $ grant $ 238,025 loan
CDBG $ grant $ loan
SUB-TOTAL $ grant $ 238,025 loan
TOTAL REQUEST $ 238,025
If a loan is requested, please indicate the applicable loan terms: Years
Principal and interest (amortized loan)
Principal and no interest (amortized loan)
Principal and a balloon payment X _32_
Conditional Occupancy Loan (future repayment)
2
Declining Balance Lien (forgiven over time)
Other: (explain)
6. Provide a brief description of the proposed project (please limit response to this space).
All 48 townhomes will have three-bedrooms. In addition, each home will have a combined living room-
dining room, full kitchen, 1-1/2 baths. The two story townhomes accommodate living and sleeping areas
on different levels for privacy and are designed to provide efficient use of space in meeting the needs of a
family. Each townhome will have approximately 1200 square fee of living space plus a single car
attached garage. There will be one handicapped unit which will be approximately 150 square feet larger
to allow placement of a bedroom and full bath on the first floor. Natural light and ventilation is provided
on two sides, allowing cross-ventilation and direct sun exposure.
The proposed development will be a tasteful addition to the surrounding neighborhood. Great care will be
taken throughout the design process to blend the new development into the existing neighborhood.
The townhomes will offer complete, private living with the benefit of common townhome amenities. Extensive
green space, sidewalks, off-street parking in semi-private driveways and one-car attached garages offer
conveniences normally reserved for single-family homeowners. A play area with children's playground
equipment will be located within the development and offer a quiet, safe place for children to play.
Public utilities of water, sewer, gas and electricity will service the site. The homes and surrounding property
will be maintained by a professional real estate management firm experienced in multifamily housing
management.
This townhome development is entirely new construction and will meet all like safety, ADA and UFAS
requirements.
Forty-four of the forty-eight homes will be affordable to persons with incomes at or below 60% of the
area median income.
7. Please list amount of CDBG and/or HOME funds received within the last three City fiscal
years and the status of the project(s) undertaken. (C4'ty fiscal year July I to June 30)
Fiscal Year Funds Received Budgeted Amount Amount Expended (to date)
FY98 (July, 97 - June, 98) 0
FY99 (July, 98 - June, 99) 0
FY00 (July, 99 - June, 2000 0
MetroPlains Development has never received HOME funds from Iowa City. MetroPlains has
however, completed numerous development utilizing the program and is capable of administering
the funds during the development process. Additionally, Garsten/Perennial Management
company, as affiliate of MetroPlains is experienced in HOME compliance.
7b. Does the proposed project pay property taxes? Yes X No __
If property taxes are not paid, does the proposed project make a Payment In Lieu of
Taxes? Yes __ No __ If 'yes', what is the percent of full taxes
paid? _100_% and amount paid $_23,222
8. Briefly describe the project goals for providing or assisting in the preservation or
expansion of affordable housing in Iowa City, and how the project will benefit the
targeted income group (e.g. goal of providing rental housing to lower income persons
3
without use of Section 8 rental assistance or level of subsidized rent compared to market
rates).
The proposed development is designed to provide affordable housing to families with
incomes at or below 60% of the area median income. Forty-four of the 48 homes will be
affordable to persons in this income category. The four market rate units in the development
will provide for a greater mix of incomes within the development.
The twenty homes with rents affordable to persons with incomes at or below 50% of area
median income will have rents that are $140 less than the average Iowa City three bedroom
market rate rent. This will make a significant difference to low income families. The balance of
the affordable homes are at the average rent for Iowa City. These units contribute by expanding
the market of quality affordable three bedroom units. The vacancy rate for moderate income 3
bedroom units was 0% and the market rate three bedrooms had a vacancy of 2.1%. (source
Maxfield Research, January 1998)
9. Descdbe in detail the project location, address(es), (provide maps and/or drawings), type
of project (new construction, acquisition, rehab, tenant based rent assistance or
downpayment assistance), total number of units and number of units assisted with public
funds_,
MetroPlains Development is currently negotiating the purchase of a properly zoned parcel of
land. Because of these on going negotiations the location of the parcel must be
confidential at this time so as not to impact these negotiations.
This new construction development will include a total of 48 rental units. Forty-four of the
townhomes will be affordable and four will be market rate. Of the affordable units ten
will be assisted by HOME funds.
The use of HOME funds will allow the debt service on the property to be reduced, thereby
reducing the rents to affordable levels. It is anticipated that HOME funds will be utilized
for the acquisition of the site.
10. Please detail a complete budget including the proposed sources and uses of funds for
the project. Include all other funding requested for the proposed project to be
completed (e.g. infrastructure improvements). Where possible use third party
documentation for project costs.
The following sources and uses of funds is based on MetroPlains experience in the development
of similar properties in the last two years.
Iowa City Townhomes
SOURCES AND USES OF FUNDS
SOURCES
First Mortgage $1,81 5,236
City HOME 238,025
State HOME 474,762
AHP 168,835
Limited Padnet Investment 2,827,725
TOTAL SOURCES $5,594,684
USES
Land Acquisition 450,000
New Construction 3,744,000
Contingency 163,016
Architectural and Engineering 56,000
Interim Costs 164,478
Financing fees and expenses 101.381
Related Costs 59,394
Syndication Costs 500
Developers Overhead 485,815
Developers Profit 225,000
Project Reserves 75.000
TOTAL USES $5,594,584
Similar Development in Owatonna, Minnesota
5
11. Please complete the table below showing the types and amounts of funding being
requested for the proposed project.
Funding Source and Type of Funds Amount of Funding Requested
Iowa City CDBG (public)
Iowa City HOME (public) $238,025
State of Iowa HOME (public) $474,762
Iowa Finance Authority (public)
City of Iowa City - Tax Increment Financing (public)
City of Iowa City - Tax Abatement or Exemption
(public)
Applicant Contribution of Equity (private)
Private Lender Financing (private) $1,815,236
Low Income Housing Tax Credits (private) 92,827,725
Private Foundation(s) (private)
Volunteer Labor and/or In-kind Donations (private)
Other Private Reources (private) - AHP 9168,035
Total of Private Funds 9_4,811,796 (a)
Total of Public Funds 9 712,787 (b)
TOTAL PROJECT FUNDING 9 __5,524,684 (c} (sum of lines a and b}
Number of Units *.*- affordable - 48 TOTAL__ (d)
Requested PUblic Subsidy Per Unit $ __16,199 (line b divided by line d)
Total Cost Per Unit 9 115,096 (line c divided by line d)
NUMBER of UNITS ASSISTED WITH PUBLIC FUNDS 44
11 b. If partial funds are awarded, will the project/program continue? Yes No
If yes, at what level?
It is possible that the project would continue with partial funding. If the project could be scaled back or if
the missing HOME funds could be replaced with another source of financing we would continue to pursue
the development. If neither were possible, the development would have to be canceled or put on hold
until the financing situation was resolved.
12. Program regulations require a 25% match for HOME funding only. Describe how your
organization or the proposed project will help the City of Iowa City meet this match
requirement for local HOME funds, ff the proposed project is requesting HOME funds
from the State of Iowa please describe how the project will meet this matching
requirement without the use of City funds.
Local HOME Funds Requested $238,025 x .25 = $ 59,506 Local Match
State HOME Funds Requested $474,762 x ,20 = $94,952 State Match
MetroPlains proposes to meet the match requirement with funds provided by the Federal
Home Loan Bank of Des Moines Affordable Housing Program.
13. To help promote the efficient use of federal, state and local funding please describe how
the project will maintain longer-term fin excess of program requirements) or permanent
affordability. Describe how the project will provide for affordable housing at rental rates
lower than those in the existing rental market.
Longest Required Affordability Period 30 {years) Proposed Affordability Period 30__(years)
The use of HOME funds, combined with affordable housing tax credits, will allow for long term
affordability for persons with low and moderate incomes. It is only through the use of these
programs that the development can maintain rents below those in the market place for the long
term.
The development will maintain affordable rents for thirty years through the use of land use
restrictive covenant agreements.
14. Briefly outline the proposed timetable for the commitment and expenditure of the funding
being requested (include other project factors such as rezoning, construction schedule, or
application(s) for other funding). Please Note: if funded, this schedule will be used for any
project agreement for the use of CDBGWOME funding.
Date Description of Activity
January 18, 2000 Application for HOME funds
April 15, 2000 Application to Federal Home Loan Bank of Des Moines
May 2000 Application for housing tax credits and state HOME funds
July 2000 Notification of approved state HOME and tax credits
July 1, 2000 Beginning of City Fiscal Year and Project Start Date
September 2000 Completion of architectural plans
October 2000 Selection of General Contractor
November 2000 Start of Construction
October 2001 Construction Completion/Initial Occupancy
15. Please provide evidence of your organization's capacity and experience to undertake and
complete the proposed project within the established timetable and budget (include
evidence of financial commitment(s) including terms and amounts).
MetroPlains Development is an experienced developer of affordable housing. The timeline and
project costs outlined in this application are based upon 20 years of experience as well as
recent experience with similar developments.
Attached you will find copies of the following financing commitment letters:
1. 1 = mortgage financing from US Bank
2. Purchase of housing tax credits
The following sources of financing have not been committed because of the timing of the
application:
1. Housing tax credits and State HOME funds - The state of Iowa has delayed
applications for these programs. Applications are expected to be accepted in May or
June of 2000.
2. Federal Home Loan Bank Affordable Housing Program - Applications for this program
will next be accepted on April 15.
MetroPlains is applying to Iowa City for financing at this time so that upon receipt of housing tax
credits and HOME funds the project will be ready to proceed with construction. Under
normal circumstances the State of Iowa would have allocated its tax credits and HOME
funds prior to this application deadline, but because of litigation there have been
significant delays.
MetroPlains is a long-term owner of the real-estate that it develops. MetroPlains continues to
own and operate all but one of the projects that it has developed over the past 20 years.
In addition to the development and ownership arms of MetroPlains, we have an affiliated
management company that specializes in the management of affordable housing.
Garsten/Perennial Management Corporation has two full time staff members dedicated to
compliance with the various programs, including HOME, utilized to develop affordable
housing.
MetroPlains is able to provide references and detailed project information upon request.
16. Tell us why this project is needed {include information from market studies or other
supporting documentation) and how it will fill a gap in the City's housing market. In
addition, describe how the proposed project addresses the priorities, strategies and goals
cited in the CITY STEPS Consolidated Plan and the Maxfield Housing Market Analysis.
(Please specify the ONE MOST applicable priority need and priority need level, as shown in CITY
STEPS)
Iowa City, through the commissioning of the Maxfield Research Study and CITY STEPS has
defined affordable rental large family housing as one of the communities most pressing needs.
This development proposes to fill a portion of this gap with high quality affordable housing for
families with children, who are often experiencing rent overburden or overcrowding because of
the lack of three bedroom rental units in the market.
Maxfield Research's Recommended Housing Development calls for the development of 435
affordable rental units from the year 2000 through 2005. This category is second only to the
need for multi-family ownership units in this same time span. When coupled with the
recommendations for 1998-2000 it is the most highly recommended category of housing
development. (page 176)
"The development of large units is essential since the vast majority of the existing rental units
affordable persons with incomes below 80 percent of the County median income consists of
two-bedroom units... These units should include a large proportion of three-bedroom units. The
floor plan should be spacious and include basic features such as air conditioning, dishwashers,
washer/dryer hook-ups and ample closet space. The grounds should be family friendly with a
playground and other recreational amenities." (page 178, Maxfield)
Seventy-nine percent of large renter households with incomes between 31-50 percent were
experiencing some sort of housing problem. Of the seventy nine percent 49% were rent
overburdened. (page 14, STEPS)
". . . the rental market vacancy rate (is) less than 2.2%. This is in contrast to a typical
vacancy rate of 5% that is considered normal. Most three bedroom units are owner occupied;"
(page 51, STEPS)
Large Renter - 1/2 of development meets a high priorty need and the balance meets a
medium priority need (page 91 of STEPS
Priority Need Priority Need Level (High, Medium or
Low)
17. Discuss your organization's policy for obtaining input from low income persons potentially
benefiting or affected by the proposed project and your mechanism(s) for obtaining
feedback once the project is completed. If applicant is a non-profit, please include
evidence (such as minutes of a formal meeting) that the proposed project has the support
of the organization's Board of Directors.
MetroPlains Development has completed several developments similar to the proposed. After
the completion of each development we have solicited input from residents to find out
what they like and dislike about their living environment. Many of these comments have
been incorporated into our townhome plan. Each development has been improved to
meet the needs of our residents.
Upon completion MetroPlains will survey residents to gain information about their satisfaction
with their new home. The results of this survey will likely result in minor changes to the
existing development to meet the needs of our residents and will influence the design of
future family housing.
18. An objective of the City of Iowa City Comprehensive Plan is to promote diverse housing
developments (variety of housing types and a mix of all income levels) please describe
the population this project is to serve and how the project will promote diversity. Please
indicate the number of persons or households that will be served by the proposed project
by income category fsee attached table for local Income Guidelines).
Circle Persons o~l~useholds~
Number between 0 - 30% median income persons or households (a|
Number between 51 - 80% median income 24 persons
Number between 80 - 100% median income persons or households {d)
Number over 100% median income __4__ persons ord~ousehol"~(el
TOTAL 48 Persons or <R~ouseholds'b
(f)
Percent LMI 92% (lines (a + b + c) divided by line
f' 100)
19. AS accurately as possible please describe how outcome data indicates that the project
objectives can be met. First, describe the outcome data or key elements the project is
working towards (e.g. units to be rehabilitated). Second, please discuss how these
outcome data will be met by the proposed project.
The following are the key goals of this development:
1. Develop new construction three bedroom rental units
2. Develop and maintain these housing units as affordable housing for persons with
incomes between 50 and 60% for the long term
3. Reduce the number of rent overburdened households in Iowa City
These goals will be met in the following ways:
1. HOME funds will be utilized for the construction of new housing rather than
rehabilitation of existing housing.
2. The use of HOME funds and housing tax credits assures that this goal will be met.
Both programs provide funds for the express purpose of providing affordable housing to persons
with low and moderate incomes.
3. These units will provide new housing for currently rent overburden households as
well as keeping additional households from becoming rent overburdened. This will be
assured through income verifications required by the HOME and tax credit programs.
Proforma Spread Sheet } )
FY01 CDBG and HOME Rental Housing Projects
Line Description Symbols YR1 YR2 YR3 YR4 YR5 YR6 YR7 YR8 YR~ YR10
Revenues
I Gross Rentallncome +G. Re~I $ 397,440,00 S 405,388.80 $ 413,496.58 $ 421,766.51 S 430201.84 S 4,38,805.87 S 447,581.99 S 456,533.6; $ 466,664.30 S 474,977.59
2 Other Income + o. k~come S s S S S $ s S $ $
3 Tenant Contributions +T. / $ $ $ $ $ $ $ $ $ $
4 Gross Revenues -G.h:,xe $ 307,440.00 $ 406,38~.80 $ 413,406.58 $ 421,766.51 $ 4302.01.84 S 438,806.81 S 447,581.QQ $ 4~6J33.8; $ 486,664.30 $ 474,977.5Q
5 Vacancy Loss -v,c s 27,820.80 $ 28,3/7,22 $ 28,944,16 8 29,523.66 $ 30,114.13 $ 30,716.41 $ 31,330.74 $ 31,96/.35 $ 32,SQeJ0 S 33,248.43
(F~vec'eaexem"w'em*) S
6 Effective Grosslncome -Ec~ S 38Q,619.20 $ 377,011.5~ S 384,561.82 S 3922.42.86 S 400,0~7.71 S 40~,089.46 S 4162.519A S 424,576J 433,067J0 $ 441,/29.18
Operating Expenses
7 Inl~urirlce $ 5,856.00 $ 6,031.68 $ 6,212.63 $ 6,30Q.01 $ 8,Se0J6 $ 8,788.71 $ 6JQ2.37 $ 7,202.1, 'S 7,41821 $ 7,640.75
8 Maintenance&Structural Repairs s 53,832.00 $ 55,446.96 $ 57,110.37 $ 58,823.68 $ 80,588.39 S 62,406.04 $ 64,278.22 $ 66,206.57 $ 68,192.77 $ 70,238.55
9 Management Fees s 24,768.00 $ 25,511.04 $ 26276.37 $ 27,064.66 $ 27,876.60 $ 28,112.Q0 $ 29,57429 $ 30,461.52 $ 31,375.36 $ 32,316.62
10 Property Taxes s 23,222.00 $ 23,918.66 $ 24,636~!2 $ 25,37531 s 26,136,57 s 26,Q20.66 $ 27,72e,.2J, $ 28,,560,13'$ 29,416J3 $ 30,299.44
11 Misc. Operating Expenses S 51,704.00 $ 53,25~.12 $ 54,852.77 S 56,498.36 $ 5~,193.31 $ 59,939.11 $ 81,737.28 $ 63,589.40 S 65,497.08 $ 67,461.99
12 Reserves S 9,600.00 $ 9,888.00 $ 10,184.64 $ 10,490.18 $ 10,804.88 $ 11,129.03 $ 11,462.Q0 S 11,806.71 $ 12r160.99 $ 12,525.82
13 TotalOperatingExpenses -OPR. Expenses $ 168,i!2.00 $ 114,051.46 $ 179,273.00 $ 184,651.19 $ 190,1Q0.73 $ 105,896,45 $ 201,773.36 $ 207,826.54 ~ 214~061,34 $ 220r483.18
14 Net Operating IRCOI118 -NOI $ 200,637.20 $ 202,960.12 $ 20~,278.81 $ 207,591.66 $ 20Q,3Q8.g6 $ 212,193.01 $ 214,477.91 $ 216,749.7, 2t9,006.46 $ 2212.45.98
15 [:)ebtSen4ceFirstMortgage s 175,270.00 s 175,270.00 $ 175,270.00 s 175,270.00 S 1752'/0.00 $ 1752.70.00 $ 175,270J0 8 175,270.00 $ 1152'/0.00 $ 175270.00
16 Debt ServiceSecondMortgage(s) s 7,128.00 $ 1,128.00 $ 7,128.00 $ 7,128.00 $ 7,128.00 $ 7,128.00 $ 7,128.00 $ 7,128.0( $ 7112J,.00 $ 7t12&.00
17 TotalDebt Service -D~S $ 182,398.00 $ 182,398.00 S 182,398.00 $ 182,398.00 $ 182,398.00 $ 182,398.00 $ 182,398.00 $ 182,398.01 $ 182r398.00 $ 1821398.00
18 Cash Row ,,CF $ 18,239.20 S 20,562.12 $ 22,M0.81 S 25,193.66 S 27,496.98 $ 29,796.01 $ 32.079.91 $ 34,351.7, $ 36,608.46 $ 38.847.98
18(b) Equity Investment In Project S 2,827,725.00 $ 2,827,725.00 $ 2,827,725.00 $ 2,827,725.00 $ 2.827.725.00 $ 2,8Z7,725.00 $ 2,~27,725.00 $ 2,827.725.00 $ 2,627,725.00 $ 2.827,725.00
19 Cash -on- Cash ROI CF O.~ 0.7~ O.a~ O.Q~ 1.~ ~,~ 1.~ ~ ~.~ ~.4~
j' ' F,bweaeeilvE-~vlewtamem~npmled Eq~ilylnvest
Line YR1 YR2 YR3 YR4 YR5 YR6 YR7 YR8 YR9 YRt0
Determining Taxes
20 Cash Flow CF $ 18239.20
21 Depreciation Expenses -DEP, S 174,857.14 $ 174,857.14 $ 174.857.14 S 174,851.14 $ 174,857.14 $ 114.861.14 $ 174.857.14 S 114,851.1. S 174,857.14 $ 114,85/.14
22 Amortization of Fees -N~ORTZ s 3,000.00 s 3,000.00 $ 3,ooo.oo s 3,ooo.oo s 3,ooo.oo s 3,o0o.oo s 3,000.00 s 3,000.00 s 3,ooo.oo $ 3,o00.0o
23 Principal PayTTlerlta +P $ 14,839.00 $ 16,013.00 S 17,2M.00 S 18,704.00 S 20,242.00 S 21,926.00 S 23,768.00 S 25.783.00 S 27.M9.00 S 30.402.00
24 Reserve +RESERVES $ 9,600.00 $ 9,8M.00 $ 10,184.64 $ 10,490.18 $ 10,804.M $ 11,129.03 $ 1t,462.90 $ 11,806.7 $ t21160.99 $ 12~525.82
25 Eaminga (Loss) Before Taxes -EBTx S (135,178.94) $ (131,394.02) S (127.493.69) $ (123,469.31) $ (119.311.28) $ (115.007.10) $ (110,546.33) S (10~,915.6!) $ (101.0M.60] $ (96,081.34)
26 x Tax Rate (35% or 0%) x~ATE
27 Tax Incurred (Saved) -TAXor(Savings) $ (47,312.63) $ (45,987.91) $ (44,622.79) $ (43,21426) $ (41,758.95) $ (40,252.49) $ (38,691.22) $ (37,070.4r) $ (35,384.54} $ (33.628.47)
Cash Flow After Tax
28 Cash Flow CF $ 18,239.20 $ 20.562.12 $ 22,880.81 $ 25,193.66 $ 27.4M.98 $ 29,1~.01 $ 32.079.91 $ 34.35t.73 $ 36,608.46 $ 38,847.98
29 Tax Incurred (Tax Saved) -TAX(+SAV) S (47,312.63) $ (45,987.91) $ (44,622.79) $ (43,214.26) $ (41,758.95) $ (40,252.49) $ (38,691.22) $ (37,070.4r) $ (35r384.54) $ (33,62~.47)
30 Cash FlowAfter Tax -CFATx
LIne Total Benefit Analysis
31 Cash FlowAfter Tax CFATx $ 65,551.83 $ 66,550.03 $ 67,503.60 $ 68,407.92 $ 69.257.93 $ 70.047.50 $ 70.771.12 $ 71.422.20 $ 71,993.00 $ 72.476.45
32 Rehabilitation Tax Credit ,.TC S S S S $ S $ S S S
33 Low Income Housing Tax Credit +LIHTC $ 377.054.00 $ 377.054.00 $ 377,054.00 $ 377,064.00 $ 377,054.00 $ 377,054.00 $ 377.054.00 $ 377,054.00 $ 377.054.00 S 37/.054.00
34 Net Sale Proceeds +NSP S S S S S $ S S S S
35 Total BeneffisAfterTax -NCFATx $ 442,605.83 $ 443.604.03 $ 444,567.60 $ 445,461.92 $ 446,311.93 $ 447,101.50 $ 447,825.12 $ 448.476.20 $ 449,041.00 $ 449,530.45
(Net Cash Row After Tax)
JAN-14-2000 16:10 FIRST BANK MIDWAY HUB P.02/05
23~3 Un/ver~y AvenUe
St, Paul Minnesota 55114
6,51 647-3550
651 647-3533 fax
January 14, 2000
Metro Plains Development, LLC
Attn: Jean Eidc
1600 University Ave #212
St. Paul, MN 55104
Re: Iowa City Affordable Housing Limited Partnership
48-unit Affordable Housing Tow~,omes
Iowa City, Iowa
Dear Ms. Eide:
Thank you for giving U.S. Bank National Association ("the Bank") the opportunity to
present this proposal to become the 1 ,t mortgage lender on your proposed Iowa City
Affordable Housing property ("the Project"). This letter outlines the Bank's basic terms
and gc-nerat conditions, which would apply ifU.S. Bank became the 1~' mortgage lender
on the project. A summary ofthcs~ t~rms and conditions, intended to be indicative, but
not exhaustive, follows:
Borrower: A Limited Partnership, to b~ formed,
e.g. Iowa City Affordabl~ Housing Limited Partnership
Purpose: Provide 1 '~ Mortgage construction and permanent
financing
Project Description: A 48-unit low-income housing townhome project located
in Iowa City, Iowa
Loan Amount: $1,815,236
Term: Two year maximum construction period followed by
Seventeen :"ear permanent financing term
Amortization Thirty years commencing upon completion of
constructio n (interest-only during construction period)
Construction Term: Two years maximum
Interest Rate: 9.00% Fixed
Forward Rate Lock: One year forward rate lock for a price of .15% added to
the Interest Rate, or a one-time fee of .5% of the
permanent Loan Amount
Prepayment Fee: The loan will contain the Bartk's standard yield
maintenance prepayment language
JAN-14-2000 16:10 FIRST BANK MIDWAY HUB P.03/05
Loan Fees: $18, 152 ( 1% of the loan amount) non-refundable,
payable at loan closing.
Due Diligence Fee: Borrower to deposit $5,000 with the Bank as a due
diligence fee. If the Bank does not close a loan
substantially in accordance with these terms and
conditions, the Bank shall refund the balance of the due
diligence fee, net out-of-pocket expenses {i.e. appraisal,
environmental fees, etc.). If the loan closes the due
diligence fee shall be credited to the Borrower and the
Borrower would be assessed for the Bank's actual out-of-
pocket expenses.
Collateral: First mortl;age on the land and improvements described
previously under "Project Description", with an
assignment of leases and rents, and a security interest in
the fin-nitth-e, fixtures, and equipment coveting all 48
units involved in the operation of the project.
Additionally, the Bank will have a pledge of all reserves
including replacement and debt service reserves.
Appraisal: The Bank will engage an appraiser to appraise the
property. The Bank's maximum Term Mortgage loan
amount will not exceed 80%, on a stabilized basis, of the
appraised value of the project operating with 48 units.
The appraisal must meet Bank requirements. The Bank
reserves the' fight to require a reappraisal of the property,
at Borrowcr's expense, if it is required by regulators, or if
the loan is in default.
Environmental Report: The Bank ~]l require a current environmental report or
reports, acceptable to us, showing no contamination of
the property by any pollutants or hazardous substances
including petroleum products and asbestos. The Bank
will require an environmental indemnification from the
Borrower.
Yitle Insurance: ]'he Bank'will be provided with a policy of title
insurance, from a title insurance company acceptable to
the Bank, c~overing the land and improvements and
insuring the Bank's mortgage is a first priority mortgage
on the property and improvements.
Survey: The Bank will require an "As Built" survey of the
property ce~ified to the Bank, Borrower, and Title
sufficient to remove any survey exceptions from the title
commitment.
Insurance: Fire and extended coverage as well as liability insurance
must be in place satisfactory to the Bank. Coverage must
include a provision for rent loss.
2
JAN-14-2000 16:11 FIRST BANK MIDWAY HUB P.04/05
Loan Parameters: The proposed 1 st mortgage is predicated on achieving a
1 .I0x debt service coverage calculated against a net
operating income (NOI) satisfactory to the Bank.
Included it,. the NOI calculation will be provisions for
adequate n:serves. The following reserve deposits will be
required at closing:
Replacement Reserve: $0 beginning balance with an
annual cash deposit of $9,600 ($200 per unit).
Net Operating Deficit Reserve: $60,000 Letter of Credit to
be reduced $10,000 annually on anniversary date of
renewal, for first three years, once construction completed.
Then maintained at $30,000 for remaining term of project,
or subject to lender discretion. The Reserve funds will
remain sepitrate funds due to their distinct uses.
Rocourse: Non-recourse
General Conditions:
· All out-of-pocket expenses will be the ~esponsibility of the borrower including but
not limited to Bank attorney fees, title l~'cs, survey fees, environmental rq3ort costs
and appraisal cost regardless of whether the proposed transaction ever closes.
· Satisfactory resolution in the Bank opinion, of actuai or pending litigation, if any,
concermng the property.
· Semi-annual evidence of payment of real estate taxes and annual verification of the
payment of property insurance premiums.
· Financial reporting as required by the Bank to include: Annual audited financial
statements covering the project; Quarterly, internally prepared statements, and rent
rolls covering the project.
· The transaction, if completed, will be governed by Minnesota law.
· Projections covering the proposed project for a period of at least twenty years
including a detailed summary of any key assumptions affecting the projection.
· Covenants: Typical covenants will be r...egotiated for a project of this nature including
but not limitexi to: An acceptable debt service coverage ratio and adequate debt
service reserve; A due on sale clause; A subordination/prohibition of any fees or
withdrawals from the limited partnership including but not limited to: all deferred
development fees; asset rnanagement fees; and partner withdrawals; (not including
property management fees earned by a third party at a rate which is not in excess of
industry standard, or distributions to pay income taxes), will be subordinated to
project debt service; a prohibition on any secondary financing unless approved in
advance by the Bank. All secondary financing will be subordinated to the Bank's 1st
Mortgage.
· The Bank reserves the right to review and approve the Management Company
selected by the owner to manage the property.
3
JAN-14-2000 16:11 FIRST BANK HIDWAY HUB P.05/05
It is understood that this proposal reflects ~m agre~rn~nt in principle only, and unless and
until the transaction is evidenced by a formal agreement executed by the parties, no party
shall have any legal obligation h~reunder and no party shall be estopped from
withdrawing from the actions herein contemplated.
The above are the terms and conditions of the proposed transax:tion. If the t~n'ns and
conditions outlined in this letter are acceptable, please execute this document below on or
before February 1, 2000 and return it to our office. We look forward to working with
you-
Sincerely,
Mick Kukielka
Vice President
AGREED AND ACCEPTED:
By Memo Plains Development LLC
By: ~ ~ ~'dg--- __ Date: / -/5 - 0 0
[Authorized Signer]
TOTAL P. 85
Ff~OM: PI~DNr NO. : jTa~. 14 X'~[~I] 07:22PM P2
STERLING
i FINANCIAL GROUP FIRST STI~RLING CAPITAL RESOURCES, INC.
1155 Northern Boulevard, Manhasset, New York ! 1030 * Telephone: (516) 627-5223 * Fax: (516) 627-8760
January 14, 2000
Ms. lean Eide
MetroPlains Develop~nent, LLC
1600 University Avenue
Suite 212
St. Paul, MN 55104-3825
Re: MDI Limited Partnership #65 - Iowa City Townhomes
Dear Ms. Eidc:
Please accept this letter as confirmation of our interest in providing tax credit equity for the above
referenced partnership, to develop a 48-unit townhome project, located in Iowa City, Iowa.
It is our understanding that you arc securing permanent financing totaling $2,696,858 consisting of a
conventional loan in the an~ount of $1,815,236, HOME Funds in the amount of $712,787 and AHP in the
amount of $168,835 toward the total development cost of $5,524,584. Subject to satisfactory due
diligence review and admission of Sterling as the investment partner, wc propose to make a total capital
contribution of $2,827,625 to acquire a 99.99% interest in the operating partnership based upon an annual
LIHTC allocation of $377,054. The funds will be paid out essentially 40% at initial closing, 30% at
construction completion, 15% at achievement of 100% occupan~zy and 15% upon final closing and receipt
of a federal, first year tax return including IRS Form 8609 and evidence of six consecutive months of 1.15
debt service coverage. The Investment Partnership will bc allocated 99.99% of the LIHTC allocated to
your operating parmcrship.
Our offer will be subject to the receipt and satisfactory review by First Sterling Capital resources, Inc. in
its sole discretion, &certain due diligence documents and a due diligence review to commence following
execution of our standard acquisition agreement.
We value the long standing business relationship shared by Sterling and your firm and look forward to
working with you in the future. Please feel free to contact me with any questions that you may have
regarding the above.
Sincerely yours,
Victor Sostar
Senior V~c~e President
HapTaxLtr1888.doc O ~ ~
Iowa City Townhomes
MDI Limited Partnership #65 ~ --
MetroPlains Development, LLC
MDI Limited Partnership #65
MetroPlains Development, LLC .E';~?:~'s~s~:~°~EP%~'~ 'L~
CITY OF I0 iIYA CITY
FYOf CDBG and HOME FUNDING REQUEST FOR ALL HOUS~)~G~,~ ~0
P. OJECTS
Project Name: Walden Hills Rental Housino-Phase III
Type of Project: New construction of 100% accessible rental housinQ for disabled households and
elderly households.
GENERAL INFORMATION
1. Lead Applicant Name Iowa Ciw IHA III Limited Pa~nershiD
Applicant Address P.O. Box 1226:319 E. Washinoton St. ~111 Iowa Citv 52244
Contact Person Robe~ P. Burns, Manaoer Title Burns & Burns,L.C.. General Pa~ner
Phone Number 319-338-7600 Fax Number 319-337-2430
E-mail Address iesseb~avalon.net
2. Secondary Applicant (if applicable)
Applicant Address
Contact Person Title
Phone Number Fax Number
E-mail Address
3. Type of Applicant (check one):
Community Housing Development Organization
Private non-profit organization
X Private for-profit, individual or partnership applicant
Public Organization
4. Federal Tax Identification Number: 42-1483448
5. Amount of Funds Requested
HOME $ grant $ 275,000 loan
CDBG $ grant $ loan
SUB-TOTAL $ grant ~ 275,000 loan
TOTAL REQUEST ~ 275,000
If a loan is reauested, please indicate the ai~plicable loan terms: Years
Principal and interest (amortized loan) 1% 30 yr.
Principal and no interest (amortized loan)
Principal and a balloon payment
Conditional Occupancy Loan (future repayment)
Declining Balance Lien (forgiven over time)
Other: (explain)
6. Provide a brief description of the proposed project (please limit response to this space).
Walden Hills Rental Housing III will provide 100% accessible, affordable rental housing for disabled
households and elderly households in a diverse neighborhood (Walden Hills Subdivision) of housing types
and income levels and in close proximity to new retail services (Fareway, Hartig Drugs, etc.) in western
Iowa City. The housing will encourage and support disabled households and elderly households in
achieving their highest degree of self-sufficiency by providing all dwelling units as handicapped accessible
and by including common areas for support services offered by Iowa City providers and the applicant.
The housing also will be available to homeless seeking permanent housing as they move on from
transitional housing. In addition to the provision of quality, 100% accessible and affordable housing, the
applicant will offer financial and nutritional counseling services to the tenants of the new development.
Such services will help tenants to become self-sufficient and to maintain their health and their housing.
Residents will also be able to age in place as they utilize the support services that will be offered in
common areas.
The project site is properly zoned and all infrastructure is in place. The City HOME loan of $275,000 will
be highly leveraged with five other sources of financing that total $2,467,476 or $8.97 for every $1 of
City HOME funds. The affordability period is 20 years under the State and City HOME programs, and 50
years under the Low Income Housing Tax Credit program. for all 30 dwelling units. The cost/benefit to the
City is $38.19 per month per resident or $458 per year per resident, which all is re-paid to the City for re-
use.
All National Objectives of the HOME program will be met.
a. HOME objective - Safe and decent affordable housing.
Project - new construction, 30 accessible dwelling units for disabled households and elderly
households at the fair market rent.
b. HOME objective - must benefit persons/households below 80% median family income (MFI)
Project - all units will be leased to households below 60% MFI.
c. HOME objective - 90% of HOME assisted units must be targeted to persons/households below 60%
of median family income (MFI)
Project - priority of all vacant units to households 0-30% MFI and Section 8 certificates
40% of units leased to households below 50% MFI.
100% of units leased to households below 60% MFI.
7. Please list amount of CDBG and/or HOME funds received within the last three City fiscal
years and the status of the project(s) undertaken. [Clty fisca! year July I to June 30)
Fiscal Year Funds Received Budgeted Amount Amount Expended (to date)
FY98 (July, 97 - June, 98) None None
FY99 (July, 98 - June, 99) None None
FY00 (July, 99 - June, 2000 8275,000 80*
* Phase I is under construction, on schedule, and in regulatory compliance. All prior projects
have been completed and are in regulatory compliance.
7b. Does the proposed project pay property taxes? Yes X No ~
If property taxes are not paid, does the proposed project make a Payment In Lieu of
Taxes? Yes No If "yes", what is the percent of full taxes
paid? __% and amount paid $
8. Briefly describe the project goals for providing or assisting in the preservation or
expansion of affordable housing in Iowa City, and how the project will benefit the
targeted income group (e.g. goal of providing rental housing to lower income persons
without use of Section 8 rental assistance or level of subsidized rent compared to market
rates).
The project will expand affordable rental housing by constructing thirty new, accessible dwelling units for
disabled households and elderly households with rents at the HUD Fair Market Rent (FMR).
Without the use of rental assistance, the 28 one-bedroom project rents (including utility allowance) are
affordable to a one person household at 47% median family income (MFI) and to a two person household
3
at 41% MFI. Similarly, without rental assistance, the 2 two-bedroom project rents (including utility
allowance) are affordable to a two person household at 53% MFI and to a three person household at 47%
MFI. Percentage of MFI are based on 1999 income limits. The proposed rents will benefit households at
an even lower MFI when 2000 income limits are released.
9. Describe in detail the project location, address(es), (provide maps and/or drawings), type
of project (new construction, acquisition, rehab, tenant based rent assistance or
downpayment assistance), total number of units and number of units assisted with public
funds_.
The project is new construction of 100% accessible and affordable rental housing units. Total number of
units and units assisted with public funds is 30. The project is located at Phase III of Lot 53, Walden Hills
Subdivision and consists of 28 one-bedroom and 2 two-bedroom accessible dwelling units in a 3-story
elevator building. Lot 53 is 8.66 acres located north of Rohret Road, east of Hwy. 218 and west of
Shannon Drive. Lot 53 is part of a new 40-acre residential subdivision that is being developed to promote
a diversity of housing types and income levels. Phase III is designed to stand-alone but there are three
other phases each with similar 30 unit buildings. Phase I is under construction.
10. Please detail a complete budget including the proposed sources and uses of funds for the
project. Include all other funding requested for the proposed project to be completed (e.g.
infrastructure improvements). Where possible use third party documentation for Droiect
costs.
PROJECT USES COST THIRD PARTY DOCUMENTATION
Construction 1,827,584 (Moore Const. Co. Construction Management)
Construction Contingency 10,000 (Moore Const. Co. Construction Management)
Architectural/Engineering 91,879 (Burns; K. Moser; Van Winkle Jacob)
Third Party Inspection/Davis-Bacon Compliance 11,485 (Van Winkle Jacob Engineering)
Surveying and Platting 12,150 (MMS Consultants)
Environmental 5,000 (VanWinkle Jacob Engineering)
Construction Interest 114,989 (Hills Bank &Trust Co.)
Construction loan fee 18,670 (Hills Bank &Trust Co.)
Real Estate Legal 10,000 (Leff, Haupert, Traw & Willman, LLP)
Legal/Partnership 10,000 (Morain, Burlingame & Pugh, P.L.C.)
Accounting Cost Certification/Audit 19,750 (RSM McGladrey, Inc.)
Tax Credit Fees 23,069 (Iowa Finance Authority)
Permanent loan fee 2,597 (Hills Bank &Trust Co.)
Reproductions Plans and Specs. 8,000 (Technigraphics, Inc.)
Market Study 5,000 (Rick E. Lewis, MBA/Analyst)
Site Appraisal 2,500 (Cook Appraisal Commercial Valuation Research)
Development Appraisal 3,000 (Cook Appraisal Commercial Valuation Research)
Property Taxes during Construction 5,000 (City Assessor)
Land 171,250 (Southgate Development Inc.)
Organizational 500 (Morain, Burlingame & Pugh, P.L.C.)
Developer Fee/Overhead 350,053 (NCSHA, IFA, IDED Guidelines)
Initial O&M 40,000 (National Management Corporation)
Total Uses $2,742,476
PROJECT SOURCES
Iowa Finance Authority-HAF Loan 30,000 (Waiting IFA rules)
IDED-HOME Loan 700,000 (Submit w/LIHTC application;waiting IFA rules)
City of Iowa City HOME Loan 275,000 (This Application)
Hills Bank &Trust Co. 129,863 (Commitment dated January 17, 2000)*
Equity from Affordable Housing Tax Credit 1,588,943 (Commitment dated January 14, 2000)*
Hills Bank and Trust Co./Waived loan fee 18,670 (Commitment dated January 17, 2000)*
Total Sources 2,742,476
* Commitment letters are attached for each award of funds.
11. Please complete the table below showing the types and amounts of funding being
requested for the proposed project.
Funding Source and Type of Funds Amount of Funding Requested
Iowa City CDBG (public) 0
Iowa City HOME (public) 275,000 loan
State of Iowa HOME (public) 700,000 loan
Iowa Finance Authority (public) 30,000 loan
City of Iowa City - Tax Increment Financing (public) 0
City of Iowa City - Tax Abatement or Exemption (public) 0
Applicant Contribution of Equity (private)
Private Lender Financing (private) 129,863 loan
Low Income Housing Tax Credits (private) 1,588,943 equity
Private Foundation(s) (private) 0
Volunteer Labor and/or In-kind Donations (private) 18,670 (waive loan fee)
Other Private Reources (private) See lib, second paragraph
Total of Private Funds ~ 1,737,476 (a)
Total of Public Funds $ 1,005,000 (b)
TOTAL PROJECT FUNDING $ 2,742,476 (c) (sum of lines a and b)
Number of Units 30 (d)
Requested Public Subsidy Per Unit $ 33,500 {line b divided by line d)
Total Cost Per Unit $ 91,416 (line c divided by line dl
NUMBER of UNITS ASSISTED WITH PUBLIC FUNDS 30
11b. If partial funds are awarded, will the project/program continue? Yes No X
If yes, at what level?
For every dollar less of City HOME funds, the applicant will lose $3 in State HOME funds from Iowa
Department of Economic Development (IDED). State funding sources are expecting local communities to
lead the way and the ability to secure State funds depends on the City's identified commitment in the
form of local funding. Furthermore, other committed sources are dependent on this project being funded
in this application cycle. The City HOME loan leverages other financial resources to finance construction
and long term debt at interest rates and terms that will keep rents affordable. Any reduction of City
HOME funds would raise rents. Applications for Low Income Housing Tax Credits (LIHTC) and a Housing
Assistance Fund (HAF) loan will be made to the Iowa Finance Authority in the spring of 2000. The
applicant has a construction loan from the Hills Bank and Trust Company to purchase the project site and
construct improvements. Permanent financing has been committed by the Hills Bank. The construction
loan origination fee will be waived by the Hills Bank.
The project leverages human resources by providing 100% accessible affordable housing to residents who
need the services of social service agencies that will support disabled households and elderly households
at the project such as IMPACT (University of Iowa Mental Health Clinical Outreach), Pathways Adult Day
Health Center, Hillcrest Family Services, Life Skills, Evert Conner Center Senior Dining, Iowa City Public
Housing Authority and Elderly Services Agency. Attached to this application are some of the letters from
local support service providers that have made a commitment to serve the tenants of this project. These
agencies need affordable rental housing to be available in order to administer to their clientele, and operate
their program. The applicant's genera~artner currently operates the Citizen Building Apartments under
5
similar circumstances and arrangements with social service providers. Additionally, the applicant will
leverage human resources by making the commitment to provide nutritional and financial counseling
services to tenants. Group counseling services will be available quarterly and individual meetings will be
arranged for a new resident who occupies a vacant unit after initial occupancy.
12. Program regulations require a 25% match for HOME funding only. Describe how your
organization or the proposed project will help the City of Iowa City meet this match
requirement for local HOME funds. If the proposed project is requesting HOME funds
from the State of Iowa please describe how the ~Troject will meet this matching
requirement without the use of City funds.
Local HOME Funds Requested $ 275,000 x .25 = $ 68,750 Local Match
State HOME Funds Requested $ 700,000 x .20 = $ 140,000 State Match
Two sources of match are provided. The first is $10,113 in eligible match from the net present value of
the difference between interest rates of an Iowa Finance Authority HAF loan and a market rate loan. The
second is $18,670 in eligible match from Hills Bank and Trust Company's waiver of their normal 1% loan
origination fee for construction financing.
The Iowa Department of Economic Development has banked match sufficient to make up for State match.
13. To help promote the efficient use of federal, state and local funding please describe how
the project will maintain longer-term (in excess of ~roorarn reouirements) or permanent
affordability. Describe how the project will provide for affordable housing at rental rates
lower than those in the existing rental market.
Longest Required Affordability Period 20 (years) Proposed Affordability Period 20 (years)
Long term affordability will be maintained for 20 years under the Iowa Department of Economic
Development (IDED) and City HOME program. An additional affordability commitment will be made by the
applicant for 50 years under the federal Low Income Housing Tax Credit program that is administered by
the Iowa Finance Authority.
Rental rates will be set at the HUD Fair Market Rate making units eligible for rental assistance from the
Iowa City Public Housing Authority Section 8 rental assistance program. Rents shown are after deduction
of utility allowance of $60 for 1BR and $77 for 2BR.
The table compares project rents and fair market rents with average rents from two independent market
studies
Project Rents Fair Market 8th Annual Independent
Rents Apartment Market Study
Survey * Survey * *
1 BR $386 $386 $524 $510
2 BR $497 $497 $607 $590
· Cook Appraisal Commercial Valuation Research Group, Iowa City, IA, 1999.
· * Rick Lewis, MBA, Market Analyst, Phoenix, AZ, Letter update January 14, 2000
14. Briefly outline the proposed timetable for the commitment and expenditure of the funding
being requested (include other project factors such as rezoning, construction schedule, or
application(s) for other funding). Please Note: if funded, this schedule will be used for any
17roject a_~reement for the use of CDBGWOME funding.
Date Description of Activity
July 1, 2000 Beginning of City Fiscal Year and Project Start Date
Current Status Site properly zoned.
April 1, 2000 Apply for State HOME loan from Iowa Department of Economic Development
April 1, 2000 Apply for Low Income Housing Tax Credits and Housing Assistance Fund loan from Iowa
Finance Authority.
July 1, 2000 Issue notice to proceed with construction
July 1, 2000 First construction draw; begin expenditure of HOME funds
June 30, 2001 Complete construction; certificate of occupancy
June 30, 2001 Permanent financing put in place
June 30, 2001 Pay off construction loan; complete expenditure of HOME funds
June 30, 2001 Start move-in of residents
June 30, 2001 Complete HOME regulatory compliance documentation and AHTC project cost certification
6
15. Please provide evidence of your organization's capacity and experience to undertake and
complete the proposed project within the established timetable and budget (include
evidence of financial commitment(s) including terms and amounts).
Ownership and management is based in Iowa City at the office of the general partner, Burns & Burns,
L.C., by Robert P. Burns, member/manager and Jesse D. Burns, member. They have developed and
currently manage 148 units of housing in Iowa City/Johnson County and 831 additional units throughout
Iowa and in Illinois and Wisconsin. Robert P. Burns is an architect, real estate developer and property
manager with affordable housing experience since 1978. Jesse D. Burns is a real estate developer and
property manager since 1993. Together Burns & Burns represent two generations, one with over 20
years experience in affordable housing and the other with youthful dedication to carry on well into the
21st century. Burns & Burns has developed 40 affordable housing projects using multiple sources of
financing and each one has been on time and within budget. Robert P. Burns has been invited to speak
on housing issues by the Iowa Legislature and Iowa Department of Economic Development. Costs are
documented and project is ready to proceed. Additionally, applicant's staff have experience in addressing
the special needs of disabled households and elderly households. Staff includes a full time project
architect, project planner/social services coordinator and two other full time staff members.
Financial commitments have been received in writing from the following sources for the terms and
amounts shown:
'1. $129,863 permanent loan, 9%, 15 yr. term, 25 yr. amort. Hills Bank & Trust Company January 17,
2000
*2. $1,867,000 construction loan from Hills Bank & Trust Company January 17, 2000.
*3. $1,588,943 equity commitment from Columbia Housing Partners Limited Partnership
* Commitment letters are attached for award of funds.
The award of City HOME funds will document local support that is required in applications for Low Income
Housing Tax Credits and State HOME funds that will be submitted in the spring of 2000. City HOME
funds would be the catalyst for other financing.
16. Tell us why this project is needed (include information from market studies or other
supporting documentation) and how it will fill a gap in the City's housing market. In
addition, describe how the proposed project addresses the priorities, strategies and goals
cited in the CITY STEPS Consolidated Plan and the Maxfield Housing Market Analysis.
(Please specify the ONE MOST applicable priority need and priority need level, as shown in CITY
STEPS)
Table IV.2 of City Steps is the City's own estimate of how federal funds received by Iowa City will be
allocated over the next five years. Table IV.2 estimates $1,500,000 for 125 units of new construction of
rental housing will be allocated between FY2001 and FY2006. This project will provide 30 of the 125
units, or 24%, while only requesting 18.33% of the $1,500,000.
The strategic plan of City Steps calls for production of 200 units of new construction of affordable rental
housing over the next five years. This project will provide 15% of total production for this period.
Paragraph IV.D.1. of the strategic plan of City Steps includes the need to provide housing and supportive
services to persons who are elderly and frail elderly and persons with disabilities. The plan defines
housing and supportive services may include chore services, in-home support services, case management,
education, dependent care, job training and employment services, mental health services, and other types
of housing and services designed to develop independence and self sufficiency (financial counseling,
nutritional counseling, assessment and intervention, congregate meals, services to prevent early or
unnecessary institutionalization). These services will be provided directly by the applicant or through
coordinated efforts of the applicant by Elderly Services Agency, Evert Conner Center, Pathways, Senior
Dining, IMPACT and Hillcrest Family Services, all of which have made written commitments to support
and serve the project. The project's community rooms will serve as additional service sites for these
agencies which will enable these agencies to serve additional clients.
The Maxfield Housing Market Analysis and Demand Estimates for the City of Iowa City commissioned by
the City, recommends for short-term development (through 2005) 485 units of senior housing (325
independent and 160 assisted living). For households with incomes 0-50% of MFI, they estimate a need
for an additional 700 units of subsidized general occupancy housing and 50 units of subsidized senior
housing in the urban area through 2005. For households with incomes of 51-100 percent of MFI, they
estimate a need of an additional 580 affordable general occupancy units and roughly 140 affordable
independent senior housing units in Iowa City urban area through 2005.
The applicant commissioned an independent professional market analyst (Rick Lewis, MBA, Phoenix, AZ)
to conduct a study of elderly rental housing in west Iowa City. The study concludes there is demand for
additional elderly rental housing that exceeds the thirty-unit size of this project. Absorption of units
should occur at a rate of 4 to 6 units per month. The market at this location should be able to absorb
150 units of elderly housing over the next two-year period.
The applicant's general partner developed and manages the Citizen Building Apartments, affordable rental
housing for disabled households and elderly households in Iowa City. It has been 100% occupied since
August 1995 when it opened and has waiting list of 81, 50 with a disability indicated on their application,
without any advertising. 78% of the units at the Citizen Building Apartments are occupied by non-elderly
disabled households. 17% of the units are occupied by disabled elderly households. 5% of the units are
occupied by elderly households.
Non-elderly disabled households fall under small renter households in table IV. 1, Listing of Priority Needs,
in the strategic plan of City Steps. Non-elderly disabled households are the primary target households for
this project.
The ONE MOST applicable Priority Need Priority Need Level (Hklh, Medium or Low)
1. Small Renter Households/Cost Burden > 50% 1. High (income 0-30% and 31-50% MFI)
This project is also needed because it will address many other priorities established by the City Steps
Consolidated Plan in table IV.1. This project works to meet the needs of a range of households by
supplying quality affordable housing and support services. The following is list of the other priorities that
will be addressed and, their priority ranking.
City STEPS Priority Need Priority Need Level (High, Medium, Low)
1. Renter/Small/Cost Burden >30% 1. High (income 0-30% MFI)
2. Renter/Small/Cost Burden > 30% 2. High (income 31-50% MFI)
3. Renter/Small/Overcrowded 3. High (income 0-30% MFI)
4. Homeless Needs/Permanent Housing 4. High (individuals)
a. New construction 30 units rental housing for persons with disabilities and the elderly
b. Provide priority for vacant units, including initial rent up, to 0-30% MFI
c. Provide priority to Section 8 voucher and certificate holders
d. Priority to homeless seeking permanent housing
5. Accessibility Needs 17. High
a. All 30 units are 100% accessible new construction rental housing for disabled households and
elderly households.
6. Renter/Small/Overcrowded 5. Medium (income 31-50% MFI)
7. Renter/Elderly/Cost Burden >30% 6. Medium (income 0-30% MFI)
8. Renter/Elderly/Cost Burden >30% 7. Medium (income 31-50% MFI)
9. Renter/Elderly/Cost Burden >30% 8. Medium (incomes 51-80% MFI)
10. Renter/Elderly/Cost Burden > 50% 9. Medium (income 0-30% MFI)
11. Renter/Elderly/Cost Burden >50% 10. Medium (income 31-50% MFI)
12. Renter/Elderly/Cost Burden >50% 11. Medium (incomes 51-80% MFI)
13. Renter/Elderly/Overcrowded 12. Medium (income 0-30% MFI)
14. Renter/Elderly/Overcrowded 13. Medium (income 31-50% MFI)
15. Renter/Elderly/Overcrowded 15. Low (incomes 51-80% MFI)
16. Handicapped Services 16. Medium
a. Provision of support services that include financial and nutritional counseling to assist residents with
achieving self-sufficiency, healthful living, and in maintaining their housing.
b. New construction of 100% accessible housing with common areas designed to accommodate
services for disabled households and elderly households. Common areas include a kitchen, dining
8
area, public restroom, conversation lobby, reading library, audio-video library, laundry on each floor,
exercise room and limited access entry with intercom to each unit.
c. Central mail delivery area off conversation lobby to encourage interaction of residents and to monitor
pickup.
d. On site office for site manager to identify individual needs of residents.
17. Senior Services 18. Medium
a. See the provisions listed under Priority 16.
18. Homeless Prevention
a. Through the provision of financial counseling this project will assist low-income households in
maintaining and retaining their existing housing.
Additionally, the City Steps plan identifies non-elderly single persons in the housing needs assessment
under section II.B.l.d. (p. 15-16). The needs assessment states there are approximately 1,123 low
income single households in Iowa City that are not students. Housing needs for these low income single
households are evidenced by the number of persons seeking assistance from the emergency shelters,
most of which are employed but cannot find a rental unit, and the Housing Authority. Non-elderly single
persons are not included in table IV.1 (p.91), Listing of Priority Needs, of the City Steps' strategic plan
even though they represent a significant portion of need in the housing needs assessment as evidenced by
the following table:
City Steps Number of Households
Page 16 6,126 low-income single households including students
1,123 low-income single households that are non-students
PaQe 14-15 596 low-income elderly households
Pac~e 12-13 2,155 low-income small households
Pa~e 13-14 204 low-income lame households
Non-elderly single persons also are target households for this project.
Furthermore, the FY00 Annual Action Plan, May 1999, showed a housing need for "elderly renters" as
"high" (186 units) for 0-30% of MFI, "medium" (136 units) for 31-50% of MFI and "medium" (132 units)
for 51-80% of MFI. The FY00 Annual Action Plan showed a housing need for "all other renter"
households which includes all single renter households, disabled and non-disabled, under the age of 62, as
"high." Only 30 units of new rental housing were funded in FY00 that addressed these needs.
17. Discuss your organization's policy for obtaining input from low income persons potentially
benefiting or affected by the proposed project and your mechanism(s) for obtaining
feedback once the project is completed. If applicant is a non-profit, please include
evidence (such as minutes of a formal meeting) that the proposed project has the support
of the organization's Board of Directors.
The applicant contact person is directly involved with the day to day operations, compliance monitoring,
and site management of a rental housing development in Iowa City that targets disabled households and
elderly households with incomes from 0% to 60% median income. The applicant contact person receives
input from existing residents and potential residents on the waiting list. The applicant contact person also
has been involved with the development and/or design of over 72 affordable housing projects throughout
Iowa and in Illinois and Wisconsin. This includes 40 projects having 831 apartments that currently are
being managed by the applicant contact person.
It is the applicant's policy to utilize all related experience and input when developing housing. Specifically
for this project, the applicant has contacted the following organizations for their input and support:
Pathways Adult Day Health Center, IMPACT, Elderly Services Agency, ICPHA, Life Skills, Evert Conner
Center, Senior Dining, and Hillcrest Family Services. Responses include the following testimonials:
"Stable housing is essential for persons with serious mental illness if they are to live productive
and rewarding lives in our community." Elizabeth A. Hradek MA, RN, Clinical Nurse Specialist
IMPACT (Uofl)
"By providing more affordable housing to persons with disabilities you may also be providing them
a place to live where they may have opportunities to grow and recover as well."
Eric Goyke, Program Coordinator
Hillcrest Family Services
9
"Well over half of our 1,865 clients have low incomes .... These people cannot afford the expensive
housing options that seems to be springing up around the city."
Jean H. Mann, ACSW, LISW
Executive Director, Elderly Services Agency
"The total number of applicants on the waiting list that are elderly, handicapped or disabled is
126." Maggie Grosvenor, Housing Administrator
Iowa City Public Housing Authority
18. An objective of the City of Iowa City Comprehensive Plan is to promote diverse housing
developments (variety of housing types and a mix of all income levels) please describe
the population this project is to serve and how the project will promote diversity. Please
indicate the number of persons or households that will be served by the proposed project
by income category (see attached table for local Income Guidelines).
Circle Persons or Households
Number between 0 - 30% median income 30 persons or jhouseholds~ (a)
Number between 31 - 50% median income persons or households (hi
Number between 51 - 80% median income persons or households (c)
Number between 80 - 100% median income persons or households (dl
Number over 100% median income persons or households
TOTAL 30 Persons or BHouseholds] (fl
Percent LMI 100 % (lines (a + b + c) divided by line f)
Priority for all vacant units, including initial rent up, will be provided to households with 0-30% median
family income (MFI). Priority will be provided to households with Section 8 vouchers or housing
certificates. If all applicants with incomes 0-30% of MFI have been served then applicants with incomes
30-60% of MFI will be offered the vacant units.
Diversity will be achieved through the Planned Area Development Plan that has been approved by the City
Council for Walden Hills Subdivision. Walden Hills is planned to include a variety of housing types that
also reflect affordability by a variety of income levels. There are 249 total units planned consisting of
rental housing (this project of 30 units and three other phases of 30 units each), single family (46 units),
four-plexes (44 units), six-plexes (12 units), three-pleX (3 units), eight-plex (8 units) and duplexes (16
units). Furthermore, diversity will be achieved through integration of households with varying abilities into
Walden Hills Subdivision.
19. As accurately as possible please describe how outcome data indicates that the project
objectives can be met. First, describe the outcome data or key elements the project is
working towards (e.g. units to be rehabilitated). Second, please discuss how these
outcome data will be met by the proposed project.
Each item number of outcome data corresponds with the same number of how they are met by the
project.
Outcome data and kev elements: How they are met by the proiect:
1. Provide decent, safe and sanitary housing. 1. New construction of 28 one bedroom and 2 two
bedroom 100% accessible dwelling units
2. Provide affordable rental housing. 2. Rents at HUD fair market rent.
3. Eliminate cost burden of; 3. Priority for vacant units to Section 8 certificate
-small renter households holders and to households with 0-30% median
-elderly households family income (MFI); without rental assistance
-disabled households rents are affordable to one person households at
47% MFI and a two person household at 41%
MFI.
4. Eliminate overcrowding of: 4, New construction rather than rehabilitation or
- small renter households conversion.
- elderly households
- disabled households
5. Assist homeless seeking permanent housing. 5. Priority for vacant units to homeless moving from
transitional housing.
6. Provide handicapped services. 6. New construction of 30 dwelling units and
l0
- Financial counseling common areas designed to accommodate services
- Nutritional counseling for disabled households. Commitment of services
- Congregate meals from .agencies and applicant.
- Assessment and intervention
- Case Management
- Education
- Social Opportunities
- Recreational Opportunities
-Prevention of early or unnecessary
institutionalization
- Services for maintaining health and home
7. Providesenior services. 7. New construction of 30 dwelling units and
- Financial counseling common areas designed to accommodate services
- Nutritional counseling for disabled households. Commitment of services
- Congregate meals from agencies and applicant.
- Assessment and intervention
~ Case Management
~ Education
- Social Opportunities
~ Recreational Opportunities
-Prevention of early or unnecessary
institutionalization
- Services for maintaining health and home
8. Provide for accessibility needs of disabled 8. All 30 dwelling units are accessible.
households and elderly households.
9. Provide affordable housing in a diverse 9. The housing is located in Walden Hills Subdivision
neighborhood. that will contain 249 dwelling units of diverse
housing types and income levels.
10. Encourage disabled households and elderly 10.All dwelling units are handicapped accessible and
households to achieve highest degree of self- common areas are designed for support services.
sufficiency. Provision of support services.
11. Provide independent living to allow residents to 11. Residents will be able to use support services
age in place. offered in common areas as they become needed.
12. Aggressively pursue funding for affordable 12. Project combines five other sources of financing,
housing from federal, state, and private sources federal, state and private, that leverages $8.97 for
to supplement City efforts. (City STEPS every $1 of City funds.
strategy)
13. Utilize Low Income Housing Tax Credits for 13. Low Income Housing Tax Credits by Iowa Finance
development of affordable housing units (City Authority; 20 year affordability period stretches
STEPS strategy) City funds to cost/benefit of $458 per year per
resident or $38.19 per month.
14. Ensure that suitable undeveloped land is zoned 14.Walden Hills Subdivision was rezoned from RS-5
for higher densities (City STEPS strategy) to OPDH-8 with diverse housing types.
15. Pursue infill development of non-conforming lots 15.Walden Hills Subdivision developed 40 acres of
(City STEPS strategy) infill, marginal agricultural land.
16. Provide additional facility space for vital 16. Community room, community kitchen, and
community support service agencies to serve common areas will be made available for use by
more clients. support service providers.
17. Assist disabled households in obtaining support 17.Applicant will offer assistance in obtaining
services. services. Applicant will coordinate service
commitments from other proriders.
18. Assist elderly households in obtaining support 18. Applicant will offer assistance in obtaining
services services. Applicant will coordinate service
commitments from other providers.
19. Provide for combination of housing and support 19. New construction of 30 fully accessible dwelling
services for low and very low-income units and the commitment of supportive services
households. from the applicant and other community agencies
to be provided on site.
Preferme Spread Sheet
FY01 CDBG and HOME Rental Housing Projects 2001 2002 2003 2004 2005 2005 2007 2005 2005 2010 2011 2012
Line Deaoription Symbols YR1 YR2 YR3 YR4 YR5 YR6 YR7 YR8 YR9 YRIO YR11 YR12
Revenues
1 GrossRentallncome + G. RENT 141,624 144,228 146,911 149,674 152,520 155,451 158,470 161,580 164,783 168,082 171,788 175,288
2 Other Income + O. INCOME 2,440 2,513 2,589 2,866 2.746 2,820 2,913 3,001 3,091 3,184 3,279 3,378
3 Tenant Contributions + T. CONTRB. 0 0 0 0 0 0 0 0 0 0 0 0
4 Gross R avenues = G. I NCOM E 144.064 146.742 149,500 152,340 155,266 158.280 161,384 164.581 167,874 1 71,266 175.067 178.665
5 Vacancy Loss - VAC (7,051) (7,211 ) (7,345) (7,464: (7,626) (7,773] (7,024} (8.079: (8,239', (8.404 (8.589', (8,784}
5% Vac. Rate x Gross Rent Income
0 Effective Gross Income = EGI 136,983 139,530 142.154 144,857 147,640 150,507 153,460 156,502 159,635 162.862 166,477 169.901
Operating Expenses
7 Insurance 3,200 3,296 3,395 3,497 3,603 3,710 3,821 3,905 4,054 4.175 4,301 4,430
8 Maintenance &Structural Repairs 11,400 11,742 12,054 12,457 12,831 13,216 13,612 14,021 14,441 14,874 15,321 15,780
g Management Fees 8,497 8,854 8,815 8,980 9,151 9,327 9,508 9,895 9,887 10,055 10,307 10,517
10 Property Texas 31,000 31,930 32,888 33,875 34,891 35,937 37,016 38,125 30,270 40,448 41,581 42,911
11 Misc. Operating Expenses* 29,604 30,492 31,407 32,349 33,320 34,31 9 35,349 30,409 37,501 38,627 39,785 40,979
12 Reserves 4,500 4,605 4,774 4,917 5,065 5,217 5,373 5,534 5,700 5,871 ' 5,045 6,220
13 Total Operathg Expenses - OPR. EXP. 88,201 90,749 93,373 96,075 98,859 101,726 104,679 107,721 11 0,854 114,081 117,423 120,846
14 Not Operating Income = NOI 48,781 48,781 48,781 48,781 48,781 48,781 48,781 48,781 48,781 48,781 49,055 49,055
15 Debt Service (erst mortgage) Hills B. 13,078 13,078 13,078 13,078 13,078 13,078 13,078 13,078 13,078 13,078 13,078 13,078
16 DebtService(second mortgage) lFA 3,154 3,154 3,154 3,154 3,154 3,154 3,154 3,154 3,154 3,154 0 0
16.1 Debt Service (~tird mortgage}lDED 15,573 15,573 15,573 15,573 15,573 15,573 15,573 15,573 15,573i 15,573 19,000 19,000
16.2 Debt Service (fourth mortgage) CITY I.C. 10,614 10,614 10,614 10,614 10,614 10,614 10,614 10,614 10,614! 10,614 10,614 10,614
17 Total Debt Service - D/S 42,41 8 42,41 8 42,41 8 42,41 8 42,41 8 42,41 8 42,418 42,41 8 42,41 8i 42,41 8 42,692 42,592
18 Cash Flow = CF 6,363 8,363 6,303 8,363 6,363 5,363 6,363 6,363 6,363~ 6,363 6,393! 6,363
18(b) Equity Investment In Project 1,563,943 1,588,943 1,588,943 1,595,940 1,559,946 1,558,943 1,588,940 1,588,943 558 943 i 1,503,943 1,558,943i 1,559,943
Cash-off --Cash ROI C._EF
19 Cash Flow divided by Equity Investment 0.40% 0.40% 0.40% 0.40% 0.40% 0.40% 0.40% 0.40% 0.40% 0.40% 0.40%! 0.40%
Equity Investment in Project
*Historical data f~om existing projects under management of General Partner.
2001 2002 2003 2004 2005 2005 2007 2005 2009 2010 2011 2012
Line Symbols YR1 YR2 YR3 YR4 YR5 YR6 YR7 YR8 YR9 YRIO YR11 YR12
Determining Taxes
20 Cash Flow CF 6,363 6.363 6,363 6,363 6,363 5.363 6,363 6,363 6.363 6,363 6,363 6.363
21 Depreciation Expenses - DEPR (91,253) (91,253) (91J53) (91253: (91 ~.53] (91,253) (91253) (91253: (91J53) (91253} (91 ;:53) (91J53
22 Amortization of Fees - AMORTZ 0 0 0 0 0 0 0 0 0 0 0 0
23 Principal Payments + P 20,789 21,119 21,453 21.824 22,201 22,5g8 23,014 23.453 23,915 24,404 25,179 25,729
24 Reserves + RESERVES 4,500 4,605 4,774 4,917 5,065 5.217 5,373 5,534 5,700 5,871 6.043 6.229
25 Earnings (Loss) Before Taxes = EBTx (59,601) (59,136] (58,653} (58,149: (57,624) (57,076] (56,503) (55,903: (55274) (54.615} (53.663} (52,932
26 xTax Rate (35% or 0%) x RATE 35.00% 35.00% 35.00% 35.05% 35.00% 35.00% 35.05% 35.00% 35.00% 35.00% 35.00% 35.08%
27 Tax Incurred (Saved) = TAX OR 20,860 20,698 20,529 20,052 20,168 19,977 19,778 19,586 19,346 19,11 5 18.782 18,526
(SAVINGS)
CaEh Flow After Tax
28 Cash Flow CF 6.363 6,363 6,363 6,363 6,363 6,363 6,363 6,363 6,363 6.363 6.363 6,363
29 Tax Incurred (Tax Saved) - TAX (+ SAV) 20,650 20,698 20,529 20,052 20,168 19,977 19,776 19,586 19,346 19.115 18,782 18.526
30 Cash Flow A~er Tax = CFATx 27,223 27.051 26,591 26,71 5 26.631 26.329 26,139 25,029 25.709 25,478 25.145 24,959
Line Total Benefit Analysis
31 Cash Flow Alter Tax CFATx 27,223 27,051 26,591 26,715 26,581 26,339 26,139 25,929 25,709 25,478 25,145 24,889
32 RehabilitaUon Tax Credit + RTC 0 0 0 0 0 0 0 0 0 0 0 0
33 Low-Income Houshg Tax Credit + LIHTC 213.053 213,053 213,053 213.053 213.053 213.053 213,053 213,053 213,053 213.053 0 0
34 Net Sale Proceeds + NSP 0 0 0 0 0 0 0 0 0 0 0 0
35 Total Benefits After Tax = NCFATx 240,276 240,114 230,044 239,768 239,584 239,392 239,192 238,982 238,762 238.531 25.145 24,089
(Net Cash Flow ARer Tax)
2013 2014 2015 2016 2017 2018 2019 2020
YR13 YR14 YR15 YR18 YR17 YR18 YR19 YR20
178,893 182,606 186,431 190,370 194,428 198,607 202,912 207,346
3,479 3,583 3,691 3,801 3,915 4,033 4,1 54 4,279
0 0 0 0 0 0 0 0
182,372 186, 189 190,121 194,172 198,343 202,640 207,066 211,624
(8,945} (9,130: (9,322) (9,519) (9,721) (9,930; (10,146) (10,367)
173,427 177,059 180,800 184,653 188,622 192,710 196,920 201,257
4,562 4,699 4,840 4,985 5,135 5,289 5,448 5,611
16,254 16,741 17,244 17,761 18,294 18,542 19,408 19,990
10,734 10,956 11,186 11,422 11,666 11,916 12,175 12,441
44,199 45,525 46,890 48,297 49,746 51,238 52,775 54,359
42,208 43,474 44,779 46,122 47,506 48,931 50,399 51,91 1
6,416 6,608 6,807 7,011 7,221 7,438 7,661 7,891
124,372 128,004 131,745 135,598 139,567 143,655 147,865 152,202
49,055 49,055 49,055 49,055 49,055 49,055 49,055 49,055
13,078 13,078 13,078 13,078 13,078 13,078 13,078 13,078
0 0 0 0 0 0 0 0
19,080 19,000 19,000 19,000 19,000 19,000 19,000 19,000
10,614 10,814 10.614 10,614 10,614 10,614 10,614 10,614
42,692 42,692 42,692 42,692 42,692 42,692 42,692 42,692
6,363 6,363 5,363 6,363 6,363 6,363 6,363 6,363
1,588,943 1,588,943 1,588,943 1,563,94.3 1,538,943 1,588,94.3 1,588,943 1,588,943
0.40% 0.40% 0.40% 0.40% 0.40% 0,40% 0.40% 0.40%
2013 2014 2015 2016 2017 2018 2019 2020
YR13 YR14 YR15 YR16 YR17 YR18 YR18 YR20
6,363 6,363 6,363 6,363 6,363 6,363 6,363 6,363
(91,253) (91,253: (91,253) (91,253) (91,253) (91253: (91,253) (91,253)
0 0 0 0 0 0 0 0
26,31 2 26,932 27,591 28,294 29,043 29,843 30,700 31,617
6,416 6,608 6,807 7,011 7,221 7,438 7,661 7,891
(52,162) (51,350: (50,492) (49,586) (48,626) (47,609: (46,529) (45,382)
35.08% 35.00% 35.00% 35.00% 35.00% 35.00% 35.00% 35.00%
18,257 17,972 17,672 17,355 17,019 16,663 16,285 15,884
6,363 6,363 6,363 6,363 6,333 6,363 6,363 6,363
18,257 17,972 17,672 17,355 17,019 16,633 16,285 15,884
24,620 24,335 24,035 23,718 23,382 23,028 22,648 22,247
24,620 24,335 24,035 23,71 8 23,382 23,026 22,648 22,247
0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
24,620 24.335 24,035 23,71 8 23,382 23,026 22,648 22,247
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SECOND & THIRD FLOOR FLOOR AREA: 8915 SQ.FT.
FIRST FLOOR 1ST FLOOR AREA: 8915 ~.~.. mnu~n~s.':,.,,-s.~m, mm/,.,s-.m.~,t.m.
~c~z: ,/.' = 7'-0' PORCH AREA: 445 S __ nDom <4) ,-ms~. mrs / tel .-..F~, u.,rs
.JRH--17--88 r'lON 01:19 PP1 .JOHt-4SON CO .SEt4IOR DINING 319 356 5213 P,02
~-.
/3OHNSON COUNTY SENIOR DINING
January 18, 2000
To: Burns & Burns, L.C.
From: Johnson County Senior Dining
Attn: Alaina Welsh
This letter is in support of the proposed housing development by Burns & Burns, L.C. for persons
with disabilities and the elderly. Housing of this nature is an ongoing need in Johnson County, particularly a
proposal that is inclusive of various supportive services. We as a provider of nutritional services are elated
that the proposed facility will encompass numerous categories of service needs. We have long advocated
multipurpose facilities for the elderly and persons with disabilities as a vision of the future.
Jotmson County Senior Dining is committed to assisting this project by way of providing nutritional
services. Specifically, delivering home delivered meals to homebound individuals and providing meals in a
congregate setting to those more ambulatory in the community room. A facility open to residents and the
public, in a west side location, has been a long-standing need in the community. A public facility would ease
the burden of traffic and parking congestion at the current downtown Senior Center and would provide
residents and other consumers with an alternative location for centralized services.
We believe that such a facility should be progressive in seeking out other funding, such as the City of
Iowa City, the Johnson County Board of Supervisors, and grants available for these purposes, in order to
facilitate optimal service availability for consumers of all social and economic need.
We are pleased to endorse Burns & Burns, L.C. in this visionary concept, and pending the Johnson
County Board of Supervisors approval, look forward to participating in this project.
Sincerely,
Michael Foster
Director, Johnson County Senior Dining
28 South Linn Street Telephone (319)356-5212 "~" ''~
Iowa City, Iowa 52240 Fax (319)356-5213
'ROM FAX NO. : Jun, 18 1999 03:33PM P2
Evert Conner Rights and Resources
Center .for Independent Living
20 East Market Street, Iowa City, IA 52240 · Voice and TTY: (319) 338-3870
January I '7, 2000
A]aina Wolsh
Burns & Burns, L.C.
319 East Washington Str~e.t, Suit~ Ill
Iowa City, IA 52244
D~a~' Ms. W~]sh,
On behalf of th~ staff, board of direetor~ and consumers at the Evert
Conn~r Righ~ and R~sourB~s C~nter for 'Independent Living, I am writing
in support of your proposal to secur~ funds for ~e development of
a~e~ssibl~-and affordabl~ housing for p~opl~ with disabilities.
Th~r~ is a grave n~d for the type of housing you propos~ for s~ver~
rBasons, Primarily th~r~ is an ~xtr~m~ la~k of a~ssibl~ and affordabl~
housing in th~ Iowa City ar~a. Equally as important many of ~ ~xisfing
r~ntal units nr~ poorly Gons~ucted for th~ us~ of wh~l chairs and in many
~ases ~e unsafe. We work with individu~s who report ~at ~ey liv~ in
unsaf~ ~ondifions b~eaus~ ~ typ~ of housing ~at is affordabl~ is not
neeess~tly accessible. For th~ sam~ rBason, som~ individuals r~nt
~p~Un~nts which they ~e unabl~ to access a majority of th~ spa~. Wg
fe~l that it is deplorable to barely ~xist in such an affluent SOGiGt~ as Iowa
Cj. ty. P~ople with' disabilities have ~e right and should live and parficipat~
in the ~o~unity in the s~e manner as others with out disabilities.
Consumers who ~ontaGt us for advocacy ~d assistanc~ tn looating
a~oessible and affordable housing are on long waiting 'lists eor six months
~o a ye~. Most ~onsumers ar~ unabl~ to wait that long for some place to
liv~ and are at risk of b~ing homBl.~ss or institutiOnaliz~d. Your proposal, if
funded, will help to rectify some of thB problems that cause inappropriate
placement and ho.m~l~ssn~ss in our area for people with disabilities.
The Ev~rt Conn~r Center for Independent Living is a non-profit, non-
residential, consumer run organization d~signed to assist individuals with
disabili~s to m~ntain control over day to day activities and to ~dvoGate
for themselves in order to achieve greater independ~nB~ and full
p~ttcipation i.n an integrated society. W~ provide education and services
to ~onsulners and to tb.~ general Bommunity. We provide sk~lls tralning.
information and ~ef~rral. peer counseling. and advocacy to consumers to
~nsur~ knowledge and independence. In addition we p~ovide education
and t~chnieal assistance concerning barrier removal and dis~lbilily
awal'e~less to businesses and g~ner~ll community.
We applaud and su~porl your ~ft'orts t.c~ sock fundh~g for th~ ~ev~lopmGnt
oi' at'fordable and accessible housing, and will assist in any way possible
that will bengrit you in your attempts to ~nsurB a betl.~r quality of life for
peoplo with disabilities. If we can offer tBchni~al assistance on universal
design or other information to ~nsur~ the maximum a~c~ssibility in your
n~w pro3~ct, do not hesitate ~o ~ontact us.
Sincerely,
U' ..... SOH~ X~G~tlV~ Director-""'
January 17, 2000
Hills Bank
add ~st Company 319-33B-1277
~s ~t ]o~ co~t is su~¢ct to ~ fol]O~ co~o~:
3~ ]7,2000 L
~o~
We ~v~ m~w~ yo~ a~licafion for bo~ a cons~c~on lo~ ~d p~t lo~ for Iowa Ci~ ~ W¢ ~e ~t~g mm ~e ~a~om ~ ~¢ ~d~m~g ~t s~ ~ of p~t
~ L~d P~ap - P~e ~ md we ~e pleased to ~om you ~t we ~v¢ apFov~ yo~ ~que~
subject to con~om li~d b~low. ~cmg ~ we~
wh= ~ ~oj ~t ~ ~mpl~ Pl~e prodde ~ ~ ~ a~ov~ ~ ~e ~o~ ~g som=s
~ w~ ~ ~om ~ eqm~ ply, whm ~ b~m~ a~bl~.
~e colcfion lon would be m m mo~t of $I,867,000.00 ~ 80% of ~e a~s~ v~, w~chev~
is l~ss. ~ 1~ wo~d be a colc~on ~w lo~ sec~d by a ~a m~gage on ~ pr~ at = ~ v~i~ of ~
~ B~ of 8.25%. We will wmve o~ 1% lo~ f=e. ~U~ ~ffi =d ~ ~ o~ yo~ a~ca~ f~ ~ lore. ~ ~ ~mt w= dS= ~t ny
~s 1o~ wo~d be ~biecl to ~e folloW2 con~fions: ~fi~ or ~s~m~ ~nmd ~ ~ lo~ a~cafi~ ~e noI ~cm~ or ~ we ~ hve
~ ~t ~ ~m~ ~ c~ wh~=~on w= ~ ~ve no ~ oblation ~.
1. A pr~limi~ rifle op~on ~lo~g ~ to hold a ~st m~gage on ~e proj~t
2. B~d~'sfisk~mcecovmge~o~banmedasm~gag~. ~youag~e~~of~sl~shto~oc=~ffiffie~c~o~Iwo~d~tYou
3. R~c~pt of pa~t ~d p~o~ce bond on b~half of ~e g~l conicmr. ac~owl~dg~ a c~ of ~s 1~ by sing wh~e we ~w m~ted at ~e bo~ md ~g it to me.
4. ~ ~e ~op~ sec~g ~s lo= is desi~atgd to be ~ a flood ~ne, flood m~ce ~E be You my k~ ~e copy for yo~ record.
5. ~ m~gage is to be si~ed ~d record~ prior to =y ~-momg, excava~on ~ co~n~ ~s ~nt ~1 ~ on l~y I4, 2000- ~ ~e 1o~ do~ not close ~ ~t ~¢ p~o~ pl~e
berg on ~e sire. con~t me md we c~n~gofiam m entire.
6. ~e lo~ ~1 be for a t~ of one ye~ ~ ay en~sions to be nego~at~ p~ ~o mama.
7. O~ abili~ ~ l~d money to you so at ~s lo=, wh~ added to o~ Io~ to you ~d yo~ We aF~ci~ ~ o~ m be ~volv~d ~ ~o~ q~ m~ hoig ~oj~ ~s ~oj~t is
relat~ m~em, do not exceed our 1¢~1 l~n~g lint. mo~ good m~cafion ofyo~ ~s~e to ~lp low =d mo~ income people. PI~ ~nmct me
8. ~s ~t is valid for a t~ of s~ monffis from ~e ate of ~e l~n~. sho~d you ~ve =y qu~om r=~dmg ~s ~nt.
9. Kob~ P. Ba p~somHy ~=t=es ~e conmc~on lo~.
10. A~rov~ by ow Lo~ Co~e. Smc ,
11. A~rov~ by ow Bo~d of Dkectors.
,
W~ ~so co~t m you a pm~t lo~ for ~e sine project m ~ ~o~t of $129,863.00 at = mt~e~
~ of 9.00%. ~s lo~ ~E be m~d for a p~od of 25 y~s ~ffi a 15 y¢~ b~. At ~e ~d of
m y~ ~e lo~ wo~d be due ~d payable. ~e ~paid bat=ce wo~d be subject to =d q~& for a
r~al b~ed on ~ ~n en~g lo~ rate ~d tin. ~d
COI~ON
· 131 Main S~Ht, Hills, I~a 5~35, 319-679-~1 · 1401 So~h Gilbert Street, iowa Ci~, i~a 5~4Q, 319-338-1277
· 1~9 2~ S~eeL C~a~ille, I~a 52241, 319-351-8000 , Highway 965, N~ Libel, I~a 5~17, 31H2~81
Iowa City IHA III, Liralied Pann~rship Iowa City IHA IlL Limitext Partnerhip
January 14. 2000 January 14, 2000
Page 2 P~ge 9
3. CAPITAL CONTRIBUTIONS TO THE GENERAL PARTNER
C. In the event this transaction is not consummated as a result of actions by the General Partner,
A. Assuming the foregoing material assumptions are accurate and subject to the ternas set forth in including but not limited to: (j) failure to nego~ate~m good faith, (ii) inability to provide
this letter of intent and the Partnership Agreement, the Investment Limited Partner agrees to docun=ntation necessary for closing, (iii) sale or intent to sell an interest in the Partnership to
make capital contributions to the Partnership in an amount equal to 99.00% of the total another purchaser, or (iv) any misrepresentation of a material factual matter, the General Parmet
foreeasted tax credit (the "Capital Contribution"). The Capital Contribution is expected to be ~hall reimburse CPS for all of its due diligence and transaction costs, including but not limited to
$1,588,848, payable in installments. Each installment is due within five (5) business days of the legal expenses, appraisals and market studies, environmental and engineering reviews, and site
Investment Limited Partner's receipt and approval of documentation evidencing the satisfaction visits.
of the installment' s and previous installments' conditions as follows:
The General Partner acknowledges that this letter of intent contains confidential information and agrees
$794,424 or 50.00% of the Capital Contribution (the "First Installment") upon the later of: not to disclose either orally or in writing its contents to any third party other than the General Parmer's
i) fully executed Partnership Agreement, accountant(s) and attomey(s), without the express prior written consent of CPS and further agrees to
ii) the Property and Parmership due diligence documents including but not limited to advise its representatives that such representatives shall not disclose either orally or in writing the
(a) valid tax credit reservation, (b) carryover allocation and written certification contents of this leuer of intent.
from an independent accountant/CPA of carryover basis and backup
documentation evidencing costs, if applicable, (c) an owner's title insurance Please acknowledge your agreement to the aforementioned terms by signing in the space below and
policy or an endorsement thereto issued to the Parmership meeting the returning the original. Should you have any questions, please do not hesitate to call. We look forward to
requirements of Condition 8(G), (d) fully executed construction loan closing working with you on this and future partnerships.
documents, (e) valid written commitment from the permanent lender, and (f)
proper issuance of building permits and all regulatory approvals necessary for Sincerely, Agreed and Accepted:
construction start,
iii) the General Partner's attorney opinion letter which shall include verification that COLUMBIA PORTFOLIO SERVICES IOWA CITY IHA III
the General Partner' s retainage of less than 1% interest in the Partnership complies LIMITED PARTNERSHIP LIMITED PARTNERSHIP
with state law and all Property and Partnership documents, and .
iv) a tax opinion issued by the Investment Limited Partner's counsel; By: Columbia Portfolio Services, he. By: ~'L-~-
Robert P. Burns, Manager
Note: The First Installment shall be deposited into an escrow account with the Burn &Burns, L.C.
construction lender or an escrow agent upon achievement of the above benchmarks. General Partner
draw request documentation acceptable to the Investment Limited Partner. . '
$476,654 or 30.00%of the Capital Contribution ("the Second InstalLment") upon the later of: . Benedict ' Date: I
i) satisfaction of all conditions from the First Installment, Executive Vice President - Acquisitions
ii) construction completion,
iii) the final development cost and qualified basis certification prepared by an
accountant/CPA,
iv) verification that the Partnership and Property are covered by insurance, and BSB/BLS:kc
v) permanent loan closing(s) or conversion(s);
cc: Lisa Dias
$317,770 or 20% of the Capital Contribution (the "Final Installment") upon the later of:
File
i) 100% initial occupancy of 100% of the units by tax credit qualified tenants, and
ii) IRS Form(s) 8609 for each building and an executed and recorded copy
Regulatory Agreement,
iii) achievement of break-even operation (the first time at which, based upon each of
three (3) consecutive full months of operations occurring after permanent loan
closing(s)/conversion(s), the actual rental income received on a cash basis has
exceeded the operating expenses and replacement reserves on an accrual basis as
certified by an independent accountant),
1TY OF I0 WA CITY
FYOf CDBG and HOME FUNDING REQUEST FOR ALL HO~ ,~,G~9~~~ '\~,,
PROJECTS ~/v~ ,
Project Name: Walden Hills Rental Housino-Phase IV .
Type of Project: New construction of 100% accessible rental housinQ for disabled households and
eiderIv households.
GENERAL INFORMATION
1. Lead Applicant Name Iowa CiW IHA IV Limited PartnershiP
Applicant Address P.O. Box 1226:319 E. Washinaton St. #111 Iowa City 52244
Contact Person Robert P. Burns, ManaQer Title Burns & Burns,L.C., General Partner
Phone Number 319-338-7600 Fax Number 319-337-2430
E-mail Address iesseb(~avalon.net
2. Secondary Applicant (if applicable)
Applicant Address
Contact Person Title
Phone Number Fax Number
E-mail Address
3. Type of Applicant [check one):
Community Housing Development Organization
Private non-profit organization
X Private for-profit, individual or partnership applicant
Public Organization
4. Federal Tax Identification Number: 42-1498141
5. Amount of Funds Requested
HOME $ grant $ 275,000 loan
CDBG $ grant $ loan
SUB-TOTAL ;~ grant ;~ 275,000 loan
TOTAL REQUEST ~ 275,000
If a loan is requested, please indicate the applicable loan terms: Years
Principal and interest (amortized loan) 1% 30 yr.
Principal and no interest (amortized loan)
Principal and a balloon payment
Conditional Occupancy Loan (future repayment)
Declining Balance Lien (forgiven over time)
Other: (explain)
2
6. Provide a brief description of the proposed project (please limit response to this space).
Walden Hills Rental Housing IV will provide 100% accessible, affordable rental housing for disabled
households and elderly households in a diverse neighborhood (Walden Hills Subdivision) of housing types
and income levels and in close proximity to new retail services (Fareway, Hartig Drugs, etc.) in western
Iowa City. The housing will encourage and support disabled households and elderly households in
achieving their highest degree of self-sufficiency by providing all dwelling units as handicapped accessible
and by including common areas for support services offered by Iowa City providers and the applicant.
The housing also will be available to homeless seeking permanent housing as they move on from
transitional housing. In addition to the provision of quality, 100% accessible and affordable housing, the
applicant will offer financial and nutritional counseling services to the tenants of the new development.
Such services will help tenants to become self-sufficient and to maintain their health and their housing.
Residents will also be able to age in place as they utilize the support services that will be offered in
common areas.
The project site is properly zoned and all infrastructure is in place. The City HOME loan of $275,000 will
be highly leveraged with five other sources of financing that total $2,386,336 or $8.68 for every $1 of
City HOME funds. The affordability period is 20 years under the State and City HOME programs, and 50
years under the Low Income Housing Tax Credit program for all 30 dwelling units. The cost/benefit to the
City is $38.19 per month per resident or $458 per year per resident, which all is re-paid to the City for re-
USe,
All National Objectives of the HOME program will be met.
a. HOME objective - Safe and decent affordable housing.
Project - new construction, 30 accessible dwelling units for disabled households and elderly
households at the fair market rent.
b. HOME objective - must benefit persons/households below 80% median family income (MFI)
Project - all units will be leased to households below 60% MFI.
c. HOME objective - 90% of HOME assisted units must be targeted to persons/households below 60%
of median family income (MFI)
Project - priority of all vacant units to households 0-30% MFI and Section 8 certificates
40% of units leased to households below 50% MFI.
100% of units leased to households below 60% MFI.
7. Please list amount of CDBG and/or HOME funds received within the last three City fiscal
years and the status of the project(s) undertaken. (City fiscal year July I to June 30)
Fiscal Year Funds Received Budgeted Amount Amount Experttied (to date)
FY98 (July, 97 - June, 98) None None
FY99 (July, 98 - June, 99) None None
FYO0 (July, 99 - June, 2000 $275,000 $0'
* Phase I is under construction, on schedule, and in regulatory compliance. All prior projects
have been completed and are in regulatory compliance.
7b. Does the proposed project pay property taxes? Yes X No ~
If property taxes are not paid, does the proposed project make a Payment In Lieu of
Taxes? Yes __ No __ If "yes", what is the percent of full taxes
paid? __% and amount paid $
8. Briefly describe the project goals for providing or assisting in the preservation or
expansion of affordable housing in Iowa City, and how the project will benefit the
targeted income group (e.g. goal of providing rental housing to lower income persons
without use of Section 8 rental assistance or level of subsidized rent compared to market
rates).
The project will expand affordable rental housing by constructing thirty new, accessible dwelling units for
disabled households and elderly households with rents at the HUD Fair Market Rent (FMR).
Without the use of rental assistance, the 28 one-bedroom project rents (including utility allowance) are
affordable to a one person household at 47% median family income (MFI) and to a two person household
at 41% MFI. Similarly, without rental assistance, the 2 two-bedroom project rents (including utility
allowance) are affordable to a two person household at 53% MFI and to a three person household at 47%
MFI. Percentage of MFI are based on 1999 income limits. The proposed rents will benefit households at
an even lower MFI when 2000 income limits are released.
9. Describe in detail the project location, address(es), (provide maps and/or drawings), type
of project (new construction, acquisition, rehab, tenant based rent assistance or
downpayment assistance}, total number of units and number of units assisted with public
funds_.
The project is new construction of 100% accessible and affordable rental housing units. Total number of
units and units assisted with public funds is 30. The project is located at Phase IV of Lot 53, Walden Hills
Subdivision and consists of 28 one-bedroom and 2 two-bedroom accessible dwelling units in a 3-story
elevator building. Lot 53 is 8.66 acres located north of Rohret Road, east of Hwy. 218 and west of
Shannon Drive. Lot 53 is part of a new 40-acre residential subdivision that is being developed to promote
a diversity of housing types and income levels. Phase IV is designed to stand-alone but there are three
other phases each with similar 30 unit buildings. Phase I is under construction.
10. Please detail a complete budget including the proposed sources and uses of funds for the
project. Include all other funding requested for the proposed project to be completed (e.g.
infrastructure improvements). Where possible use third party documentation for oroject
costs.
PROJECT USES COST THIRD PARTY DOCUMENTATION
Construction 1,827,584 (Moore Const, Co. Construction Management)
Construction Contingency 10,000 (Moore Const. Co. Construction Management)
Architectural/Engineering 91,879 (Burns; K. Moser; Van Winkle Jacob)
Third Party Inspection/Davis-Bacon Compliance 11,485 (Van Winkle Jacob Engineering)
Surveying and Platting 12,150 (MMS Consultants)
Environmental 5,000 (VanWinkle Jacob Engineering)
Construction Interest 109,214 (Hills Bank &Trust Co.)
Construction loan fee 18, 110 (Hills Bank &Trust Co.)
Real Estate Legal 10,000 (Leff, Haupert, Traw & Willman, LLP)
Legal/Partnership 10,000 (Morain, Burlingame & Pugh, P.L.C.)
Accounting Cost Certification/Audit 19,750 (RSM McGladrey, Inc.)
Tax Credit Fees 22,928 (Iowa Finance Authority)
Permanent loan fee 1,194 (Hills Bank &Trust Co.)
Reproductions Plans and Specs. 8,000 (Technigraphics, Inc.)
Market Study 5,000 (Rick E. Lewis, MBA/Analyst)
Site Appraisal 2,500 (Cook Appraisal Commercial Valuation Research)
Development Appraisal 3,000 (Cook Appraisal Commercial Valuation Research)
Property Taxes during Construction 5,000 (City Assessor)
Land 108,500 (Southgate Development Inc.)
Organizational 500 (Morain, Burlingame & Pugh, P.L.C.)
Developer Fee/Overhead 339,542 (NCSHA, IFA, IDED Guidelines)
Initial O&M 40,000 (National Management Corporation)
Total Uses $2,661,336
PROJECT SOURCES
Iowa Finance Authority-HAF Loan 30,000 (Waiting IFA rules)
IDED-HOME Loan 700,000 (Submit w/LIHTC application;waiting IFA rules)
City of Iowa City HOME Loan 275,000 (This Application)
Hills Bank &Trust Co. 59,680 (Commitment dated January 17, 2000)*
Equity from Affordable Housing Tax Credit 1,578,546 (Commitment dated January 14, 2000)*
Hills Bank and Trust Co./Waived loan fee 18, 110 (Commitment dated January 17, 2000)*
Total Sources 2,661,336
* Commitment letters are attached for each award of funds.
11. Please complete the table below showing the types and amounts of funding being
requested for the proposed project.
Funding Source and Type of Funds Amount of Funding Requested
Iowa City CDBG (public) 0
Iowa City HOME (public) 275,000 loan
State of Iowa HOME (public) 700,000 loan
Iowa Finance Authority (public) 30,000 loan
City of Iowa City - Tax Increment Financing (public) 0
City of Iowa City - Tax Abatement or Exemption (public) 0
Applicant Contribution of Equity (private)
Private Lender Financing (private) 59,680 loan
Low Income Housing Tax Credits (private) 1,578,546 equity
Private Foundation(s) (private) 0
Volunteer Labor and/or In-kind Donations (private) 18,110 (waive loan fee)
Other Private Reources (private) See lib, second paragraph
Total of Private Funds ~ 1,656,336 (a)
Total of Public Funds ~ 1,005,000 (b)
TOTAL PROJECT FUNDING ~ 2.661,336 (c) (sum of lines a and b)
Number of Units 30 (d)
Requested Public Subsidy Per Unit $ 33,500 (line b divided by line d)
Total Cost Per Unit $ 88,711 {line c divided by line d)
NUMBER of UNITS ASSISTED WITH PUBLIC FUNDS 30
11 b. If partial funds are awarded, will the project/program continue? Yes No X
If yes, at what level?
For every dollar less of City HOME funds, the applicant will lose $3 in State HOME funds from Iowa
Department of Economic Development (IDED). State funding sources are expecting local communities to
lead the way and the ability to secure State funds depends on the City's identified commitment in the
form of local funding. Furthermore, other committed sources are dependent on this project being funded
in this application cycle. The City HOME loan leverages other financial resources to finance construction
and long term debt at interest rates and terms that will keep rents affordable. Any reduction of City
HOME funds would raise rents. Applications for Low Income Housing Tax Credits (LIHTC) and a Housing
Assistance Fund (HAF) loan will be made to the Iowa Finance Authority in the spring of 2000. The
applicant has a construction loan from the Hills Bank and Trust Company to purchase the project site and
construct improvements. Permanent financing has been committed by the Hills Bank. The construction
loan origination fee will be waived by the Hills Bank.
The project leverages human resources by providing 100% accessible affordable housing to residents who
need the services of social service agencies that will support disabled households and elderly households
at the project such as IMPACT (University of Iowa Mental Health Clinical Outreach), Pathways Adult Day
Health Center, Hillcrest Family Services, Life Skills, Evert Conner Center Senior Dining, Iowa City Public
Housing Authority and Elderly Services Agency. Attached to this application are some of the letters from
local support service providers that have made a commitment to serve the tenants of this project. These
agencies need affordable rental housing to be available in order to administer to their clientele, and operate
their program. The applicant's general partner currently operates the Citizen Building Apartments under
5
similar circumstances and arrangements with social service providers. Additionally, the applicant will
leverage human resources by making the commitment to provide nutritional and financial counseling
services to tenants. Group counseling services will be available quarterly and individual meetings will be
arranged for a new resident who occupies a vacant unit after initial occupancy.
12. Program regulations require a 25% match for HOME fundinq only. Describe how your
organization or the proposed project will help the City of Iowa City meet this match
requirement for local HOME funds. If the proposed project is requesting HOME funds
from the State of Iowa please descdbe how the ~Troject will meet this matching
requirement without the use of City funds.
Local HOME Funds Requested $ 275,000 x .25 = $ 68,750 Local Match
State HOME Funds Requested $ 700,000 x .20 = $ 140,000 State Match
Two sources of match are provided. The first is $10, 113 in eligible match from the net present value of
the difference between interest rates of an Iowa Finance Authority HAF loan and a market rate loan. The
second is $18, 110 in eligible match from Hills Bank and Trust Company's waiver of their normal 1% loan
origination fee for construction financing.
The Iowa Department of Economic Development has banked match sufficient to make up for State match.
13. To help promote the efficient use of federal, state and local funding please describe how
the project will maintain longer-term (in excess of ~Troorarn reouirements) or permanent
affordability. Describe how the project will provide for affordable housing at rental rates
lower than those in the existing rental market.
Longest Required Affordability Period 20 (years) Proposed Affordability Period 20 (years)
Long term affordability will be maintained for 20 years under the Iowa Department of Economic
Development (IDED) and City HOME program. An additional affordability commitment will be made by the
applicant for 50 years under the federal Low Income Housing Tax Credit program that is administered by
the Iowa Finance Authority.
Rental rates will be set at the HUD Fair Market Rate making units eligible for rental assistance from the
Iowa City Public Housing Authority Section 8 rental assistance program. Rents shown are after deduction
of utility allowance of $60 for 1BR and $77 for 2BR.
The table compares project rents and fair market rents with average rents from two independent market
studies
Project Rents Fair Market 8th Annual Independent
Rents Apartment Market Study
Survey * Survey * *
1 BR $386 $386 $524 $510
2 BR $497 $497 $607 $590
· Cook Appraisal Commercial Valuation Research Group, Iowa City, IA, 1999.
· * Rick Lewis, MBA, Market Analyst, Phoenix, AZ, Letter update January 14, 2000
14.. Briefly outline the proposed timetable for the commitment and expenditure of the funding
being requested (include other project factors such as rezoning, construction schedule, or
application(s) for other funding). Please Note: if funded. this schedule will be used for any
17roject ac~reement for the use of CDBGWOME fundin.q.
Date Description of Activity
July 1, 2000 Beginning of City Fiscal Year and Project Start Date
Current Status Site properly zoned.
April 1, 2000 Apply for State HOME loan from Iowa Department of Economic Development
April 1, 2000 Apply for Low Income Housing Tax Credits and Housing Assistance Fund loan from Iowa
Finance Authority.
July 1, 2000 Issue notice to proceed with construction
July 1, 2000 First construction draw; begin expenditure of HOME funds
June 30, 2001 Complete construction; certificate of occupancy
June 30, 2001 Permanent financing put in place
June 30, 2001 Pay off construction loan; complete expenditure of HOME funds
June 30, 2001 Start move-in of residents
June 30, 2001 Complete HOME regulatory compliance documentation and AHTC project cost certification
15. Please provide evidence of your organization's capacity and experience to undertake and
complete the proposed project within the established timetable and budget (include
evidence of financial commitment(s) including terms and amounts).
Ownership and management is based in Iowa City at the office of the general partner, Burns & Burns,
L.C., by Robert P. Burns, member/manager and Jesse D. Burns, member. They have developed and
currently manage 148 units of housing in Iowa City/Johnson County and 831 additional units throughout
Iowa and in Illinois and Wisconsin. Robert P. Burns is an architect, real estate developer and property
manager with affordable housing experience since 1978. Jesse D. Burns is a real estate developer and
property manager since 1993. Together Burns & Burns represent two generations, one with over 20
years experience in affordable housing and the other with youthful dedication to carry on well into the
21st century. Burns & Burns has developed 40 affordable housing projects using multiple sources of
financing and each one has been on time and within budget. Robert P. Burns has been invited to speak
on housing issues by the Iowa Legislature and Iowa Department of Economic Development. Costs are
documented and project is ready to proceed. Additionally, applicant's staff have experience in addressing
the special needs of disabled households and elderly households. Staff includes a full time project
architect, project planner/social services coordinator and two other full time staff members.
Financial commitments have been received in writing from the following sources for the terms and
amounts shown:
'1. $59,680 permanent loan, 9%, 15 yr. term, 25 yr. amort. Hills Bank & Trust Company January 17,
2000
*2. $1,81 1,000 construction loan from Hills Bank & Trust Company January 17, 2000.
*3. $1,578,546 equity commitment from Columbia Housing Partners Limited Partnership
* Commitment letters are attached for award of funds.
The award of City HOME funds will document local support that is required in applications for Low Income
Housing Tax Credits and State HOME funds that will be submitted in the spring of 2000. City HOME
funds would be the catalyst for other financing.
16. Tell us why this project is needed (include information from market studies or other
supporting documentation) and how it will fill a gap in the City's housing market. In
addition, describe how the proposed project addresses the priorities, strategies and goals
cited in the CITY STEPS Consolidated Plan and the Maxfield Housing Market Analysis.
(Please specify the ONE MOST applicable priority need and priority need level, as shown in CITY
STEPS)
Table IV.2 of City Steps is the City's own estimate of how federal funds received by Iowa City will be
allocated over the next five years. Table IV.2 estimates $1,500,000 for 125 units of new construction of
rental housing will be allocated between FY2001 and FY2006. This project will provide 30 of the 125
units, or 24%, while only requesting 18.33% of the $1,500,000.
The strategic plan of City Steps calls for production of 200 units of new construction of affordable rental
housing over the next five years. This project will provide 15% of total production for this period.
Paragraph IV.D.1. of the strategic plan of City Steps includes the need to provide housing and supportive
services to persons who are elderly and frail elderly and persons with disabilities. The plan defines
housing and supportive services may include chore services, in-home support services, case management,
education, dependent care, job training and employment services, mental health services, and other types
of housing and services designed to develop independence and self sufficiency (financial counseling,
nutritional counseling, assessment and intervention, congregate meals, services to prevent early or
unnecessary institutionalization). These services will be provided directly by the applicant or through
coordinated efforts of the applicant by Elderly Services Agency, Evert Conner Center, Pathways, Senior
Dining, IMPACT and Hillcrest Family Services, all of which have made written commitments to support
and serve the project. The project's community rooms will serve as additional service sites for these
agencies which will enable these agencies to serve additional clients.
The Maxfield Housing Market Analysis and Demand Estimates for the City of Iowa City commissioned by
the City, recommends for short-term development (through 2005) 485 units of senior housing (325
independent and 160 assisted living). For households with incomes 0-50% of MFI, they estimate a need
for an additional 700 units of subsidized general occupancy housing and 50 units of subsidized senior
housing in the urban area through 2005. For households with incomes of 51-100 percent of MFI, they
estimate a need of an additional 580 affordable general occupancy units and roughly 140 affordable
independent senior housing units in Iowa City urban area through 2005.
The applicant commissioned an independent professional market analyst (Rick Lewis, MBA, Phoenix, AZ)
to conduct a study of elderly rental housing in west Iowa City. The study concludes there is demand for
additional elderly rental housing that exceeds the thirty-unit size of this project. Absorption of units
should occur at a rate of 4 to 6 units per month. The market at this location should be able to absorb
150 units of elderly housing over the next two-year period.
The applicant's general partner developed and manages the Citizen Building Apartments, affordable rental
housing for disabled households and elderly households in Iowa City. It has been 100% occupied since
August 1995 when it opened and has waiting list of 81, 50 with a disability indicated on their application,
without any advertising. 78% of the units at the Citizen Building Apartments are occupied by non-elderly
disabled households. 17% of the units are occupied by disabled elderly households. 5% of the units are
occupied by elderly households.
Non-elderly disabled households fall under small renter households in table IV. 1, Listing of Priority Needs,
in the strategic plan of City Steps. Non-elderly disabled households are the primary target households for
this project.
The ONE MOST aDl~licable Priority Need Priority Need Level (Hklh, Medium or Low)
1. Small Renter Households/Cost Burden > 50% 1. High (income 0-30% and 31-50% MFI)
This project is also needed because it will address many other priorities established by the City Steps
Consolidated Plan in table IV.1. This project works to meet the needs of a range of households by
supplying quality affordable housing and support services. The following is list of the other priorities that
will be addressed and their priority ranking.
City STEPS Priority Need Priority Need Level (Hic3h, Medium, Low)
1. Renter/Small/Cost Burden >30% 1. High (income 0-30% MFI)
2. Renter/Small/Cost Burden > 30% 2. High (income 31-50% MFI)
3. Renter/Small/Overcrowded 3. High (income 0-30% MFI)
4. Homeless Needs/Permanent Housing 4. High (individuals)
a. New construction 30 units rental housing for persons with disabilities and the elderly
b. Provide priority for vacant units, including initial rent up, to 0-30% MFI
c. Provide priority to Section 8 voucher and certificate holders
d. Priority to homeless seeking permanent housing
5. Accessibility Needs 17. High
a. All 30 units are 100% accessible new construction rental housing for disabled households and
elderly households.
6. Renter/Small/Overcrowded 5. Medium (income 31-50% MFI)
7. Renter/Elderly/Cost Burden >30% 6. Medium (income 0-30% MFI)
8. Renter/Elderly/Cost Burden > 30% 7. Medium (income 31-50% MFI)
9. Renter/Elderly/Cost Burden >30% 8. Medium (incomes 51-80% M FI)
10. Renter/Elderly/Cost Burden >50% 9. Medium (income 0-30% MFI)
11. Renter/Elderly/Cost Burden > 50% 10. Medium (income 31-50% MFI)
12. Renter/Elderly/Cost Burden >50% 11. Medium (incomes 51-80% MFI)
13. Renter/Elderly/Overcrowded 12. Medium (income 0-30% MFI)
14. Renter/Elderly/Overcrowded 13. Medium (income 31-50% MFI)
15. Renter/Elderly/Overcrowded 15. Low (incomes 51-80% MFI)
16. Handicapped Services 16. Medium
a. Provision of support services that include financial and nutritional counseling to assist residents with
achieving self-sufficiency, healthful living, and in maintaining their housing.
b. New construction of 100% accessible housing with common areas designed to accommodate
services for disabled households and elderly households. Common areas include a kitchen, dining
8
area, public restroom, conversation lobby, reading library, audio-video library, laundry on each floor,
exercise room and limited access entry with intercorn to each unit.
c. Central mail delivery area off conversation lobby to encourage interaction of residents and to monitor
pickup.
d. On site office for site manager to identify individual needs of residents.
17. Senior Services 18. Medium
a. See the provisions listed under Priority 16.
18. Homeless Prevention
a. Through the provision of financial counseling this project will assist low-income households in
maintaining and retaining their existing housing.
Additionally, the City Steps plan identifies non-elderly single persons in the housing needs assessment
under section II.B.l.d. (p. 15-16). The needs assessment states there are approximately 1,123 low
income single households in Iowa City that are not students. Housing needs for these low income single
households are evidenced by the number of persons seeking assistance from the emergency shelters,
most of which are employed but cannot find a rental unit, and the Housing Authority. Non-elderly single
persons are not included in table IV.1 (p.91), Listing of Priority Needs, of the City Steps' strategic plan
even though they represent a significant portion of need in the housing needs assessment as evidenced by
the following table:
City Steos Number of Households
Page 16 6, 126 low-income single households including students
1,123 low-income sinale households that are non-students
Paae 14-15 596 low-income elderly households
Paae 12-13 2,155 low-income small households
Paae 13-14 204 low-income larae households
Non-elderly single persons also are target households for this project.
Furthermore, the FY00 Annual Action Plan, May 1999, showed a housing need for "elderly renters" as
"high" (186 units) for 0-30% of MFI, "medium" (136 units) for 31-50% of MFI and "medium" (132 units)
for 51-80% of MFI. The FY00 Annual Action Plan showed a housing need for "all other renter"
households which includes all single renter households, disabled and non-disabled, under the age of 62, as
"high." Only 30 units of new rental housing were funded in FY00 that addressed these needs.
17. Discuss your organization's policy for obtaining input from low income persons potentially
benefiting or affected by the proposed project and your mechanism(s) for obtaining
feedback once the project is completed. If applicant is a non-profit, please include
evidence (such as minutes of a formal meeting) that the proposed project has the support
of the organization's Board of Directors.
The applicant contact person is directly involved with the day to day operations, compliance monitoring,
and site management of a rental housing development in Iowa City that targets disabled households and
elderly households with incomes from 0% to 60% median income. The applicant contact person receives
input from existing residents and potential residents on the waiting list. The applicant contact person also
has been involved with the development and/or design of over 72 affordable housing projects throughout
Iowa and in Illinois and Wisconsin. This includes 40 projects having 831 apartments that currently are
being managed by the applicant contact person.
It is the applicant's policy to utilize all related experience and input when developing housing. Specifically
for this project, the applicant has contacted the following organizations for their input and support:
Pathways Adult Day Health Center, IMPACT, Elderly Services Agency, ICPHA, Life Skills, Evert Conner
Center, Senior Dining, and Hillcrest Family Services. Responses include the following testimonials:
"Stable housing is essential for persons with serious mental illness if they are to live productive
and rewarding lives in our community." Elizabeth A. Hradek MA, RN, Clinical Nurse Specialist
IMPACT (Uofl)
"By providing more affordable housing to persons with disabilities you may also be providing them
a place to live where they may have opportunities to grow and recover as well."
Eric Goyke, Program Coordinator
Hillcrest Family Services
9
"Well over half of our 1,865 clients have low incomes .... These people cannot afford the expensive
housing options that seems to be springing up around the city."
Jean H. Mann, ACSW, LISW
Executive Director, Elderly Services Agency
"The total number of applicants on the waiting list that are elderly, handicapped or disabled is
126." Maggie Grosvenor, Housing Administrator
Iowa City Public Housing Authority
18. An objective of the City of Iowa City Comprehensive Plan is to promote diverse housing
developments (variety of housing types and a mix of ell income levels) please describe
the population this project is to serve and how the project will promote diversity. Please
indicate the number of persons or households that will be served by the proposed project
by income category (see attached table for local Income Guidelines).
Circle Persons or Households
Number between 0 - 30% median income 30 persons or Ihouseholdsl (a)
Number between 31 - 50% median income persons or households (b)
Number between 51 - 80% median income persons or households (c)
Number between 80 - 100% median income persons or households (d)
Number over 100% median income persons or households (e)
TOTAL 30 Persons or }Households~ (f)
Percent LMI 100% (lines (a + b+c) divided by line f)
Priority for all vacant units, including initial rent up, will be provided to households with 0-30% median
family income (MFI). Priority will be provided to households with Section 8 vouchers or housing
certificates. If all applicants with incomes 0-30% of MFI have been served then applicants with incomes
30-60% of MFI will be offered the vacant units.
Diversity will be achieved through the Planned Area Development Plan that has been approved by the City
Council for Walden Hills Subdivision. Walden Hills is planned to include a variety of housing types that
also reflect affordability by a variety of income levels. There are 249 total units planned consisting of
rental housing (this project of 30 units and three other phases of 30 units each), single family (46 units),
four-plexes (44 units), six-plexes (12 units), three-plex (3 units), eight-plex (8 units) and duplexes (16
units). Furthermore, diversity will be achieved through integration of households with varying abilities into
Walden Hills Subdivision.
19. As accurately as possible please describe how outcome data indicates that the project
objectives can be met. First, describe the outcome data or key elements the project is
working towards (e.g. units to be rehabilitated). Second, please discuss how these
outcome data will be met by the proposed project.
Each item number of outcome data corresponds with the same number of how they are met by the
project.
Outcome data and key elements: How they are met bv the project:
1. Provide decent, safe and sanitary housing. 1. New construction of 28 one bedroom and 2 two
bedroom 100% accessible dwelling units
2. Provide affordable rental housing. 2. Rents at HUD fair market rent.
3. Eliminate cost burden of; 3. Priority for vacant units to Section 8 certificate
-small renter households holders and to households with 0-30% median
-elderly households family income (MFI); without rental assistance
-disabled households rents are affordable to one person households at
47% MFI and a two person household at 41%
MFI.
4. Eliminate overcrowding of: 4. New construction rather than rehabilitation or
- small renter households conversion.
- elderly households
- disabled households
5. Assist homeless seeking permanent housing. 5. Priority for vacant units to homeless moving from
transitional housing.
6. Provide handicapped services. 3{::~ 6. New construction of 30 dwelling units and
l0
- Financial counseling common areas designed to accommodate services
- Nutritional counseling for disabled households. Commitment of services
- Congregate meals from agencies and applicant.
- Assessment and intervention
- Case Management
- Education
- Social Opportunities
- Recreational Opportunities
-Prevention of early or unnecessary
institutionalization
- Services for maintaining health and home
7. Provide senior services. 7. New construction of 30 dwelling units and
- Financial counseling common areas designed to accommodate services
- Nutritional counseling for disabled households. Commitment of services
- Congregate meals from agencies and applicant.
- Assessment and intervention
- Case Management
- Education
- Social Opportunities
- Recreational Opportunities
-Prevention of early or unnecessary
institutionalization
- Services for maintaining health and home
8. Provide for accessibility needs of disabled 8. All 30 dwelling units are accessible.
households and elderly households.
9. Provide affordable housing in a diverse 9. The housing is located in Walden Hills Subdivision
neighborhood. that will contain 249 dwelling units of diverse
housing types and income levels.
10. Encourage disabled households and elderly 10.All dwelling units are handicapped accessible and
households to achieve highest degree of self- common areas are designed for support services.
sufficiency. Provision of support services.
11. Provide independent living to allow residents to 11. Residents will be able to use support services
age in place. offered in common areas as they become needed.
12. Aggressively pursue funding for affordable 12. Project combines five other sources of financing,
housing from federal, state, and private sources federal, state and private, that leverages $8.68 for
to supplement City efforts. (City STEPS every 91 of City funds.
strategy)
13. Utilize Low Income Housing Tax Credits for 13. Low Income Housing Tax Credits by Iowa Finance
development of affordable housing units (City Authority; 20 year affordability period stretches
STEPS strategy) City funds to cost/benefit of 9458 per year per
resident or 938.19 per month.
14. Ensure that suitable undeveloped land is zoned 14.Walden Hills Subdivision was rezoned from RS-5
for higher densities (City STEPS strategy) to OPDH-8 with diverse housing types.
15. Pursue infill development of non-conforming lots 15.Walden Hills Subdivision developed 40 acres of
(City STEPS strategy) infill, marginal agricultural land.
16. Provide additional facility space for vital 16. Community room, community kitchen, and
community support service agencies to serve common areas will be made available for use by
more clients. support service providers.
17. Assist disabled households in obtaining support 17.Applicant will offer assistance in obtaining
services. services. Applicant will coordinate service
commitments from other providers.
18. Assist elderly households in obtaining support 18.Applicant will offer assistance in obtaining
services services. Applicant will coordinate service
commitments from other providers.
19. Provide for combination of housing and support 19. New construction of 30 fully accessible dwelling
services for low and very low-income units and the commitment of supportive services
households. from the applicant and other community agencies
to be provided on site.
Preferme Spread Sheet
FYO1 CDBG and HOME Rental Housing Projects 2001 2002 2003 2004 2005 2005 2007 2005 200e 2010 2011 2012
Line Description Symbols YR1 YR2 YR3 YR4 YR5 YR6 YR7 YR8 YRg YR10 YR11 YR12
Revenues
1 Gross Rentsl Income + G. RENT 141,624 144,228 146,911 149,674 152,520 155,451 158,470 161,580 ;4,783 168,082 171,711 175,211
2 Other Income + O. INCOME 2,440 2,513 2,589 2,666 2,746 2,829 2,013 3,001 3,091 3,184 3,279 3,378
3 Tenant Contributions + T. CONTRB. 0 0 0 0 0 0 0 0 0 0 0 0
4 Gross R evesues = G. I NCO M E 144,064 146,742 149,500 152,340 155,266 158,280 1 61,384 164,581 ;7,874 171,266 174,990 178,589
5 Vacancy Loss - VAC (7,081) (7,211] (7,346) (7,464: (7,026] (7,773) (7,924] (8,079: [8,239] (8,404] (8,586] (8,761]
5% Vac. Rate x Gross Rent Income
6 Effeotive Groulncome = EGI 136.983 139,530 142,154 144,856 147,640 150,507 153,460 156,502 i9,635 162,862 166,405 169,828
Opersi~ng Expenses
7 Insurance 3,200 3,203 3,395 3,497 3,602 3,710 3,821 3,958 4.054 4,175 4,301 4,430
8 Maintenance &Structural Repairs 11,400 11,742 12,094 12,467 12,831 13,21 6 13,612 14,02 1 14,441 14,874 15.321 15,780
9 Management Fees 8,497 8,634 8,815 8,980 9,151 9,327 9,505 9,695 9,887 10,085 10,303 10,513
10 Property Taxes 31.030 31,930 32,888 33,875 34.581 35,937 37.01 6 38,126 |9,270 40,448 41.661 42,911
11 Misc. Operating Expenses* 29,604 30.492 31.407 32,349 33,320 34,319 35.349 36,409 |7,501 38,627 39,785 40,979
12 Reserves 4,500 4,635 4,774 4,917 5,065 5,217 5,373 5,534 5,703 5.871 6,046 6,229
13 Total Operathg Expenses - OPR. EXP. 88,201 90,749 93,373 96,075 98,859 101,726 104,679 107,721 I 10,854 114,081 117,418 120.842
14 Net Operating Income = NOI 48,781 48,781 48,781 48,781 48,781 48,781 48,781 48,781 18,781 48,781 48.957 48,957
15 Debt Service (tirst mortgage) Hills B. 6,010 6,010 6.010 6,010 6,010 6,010 6,010 6,010 6.010 6,010 6,010 6,010
16 DebtService(second mortgage) lFA 3.134 3,154 3,134 3,154 3,154 3,154 3,154 3,154 3,134 3,154 0 0
16.1 Debt Service (third mortgage) IDED 22,341 22,341 22,341 22,641 22,041 22,641 22,641 22,641 !2,641 22,541 26,000 26,030
16.2 Debt Service (fourth mortgage) CITY I.C. 10,614 10,614 10,614 10,614 10,614 10,614 10,614 10,614 10,614 10,614 10,614 10,614
17 Total Debt Service - D/S 42,41 9 42,41 9 42,41 9 42,41 9 42,41 9 42,41 9 42,419 42,41 9 i2,41 9 42.41 9 42,624 42,624
18 Cash Flow = CF 6,362 6,362 6,362 6,362 6,362 6,362 6,362 6,362 6,362 6,362 6,362 6,362
18(b) Equity Investment In Project 1,578,545 1.578,545 1,578,546 1,578,546 1,578,545 1.578,546 1,578,545 1,578,546 r8,545 1,578,546 1,578,546 1,578,545
Cash-oft-Cash ROI C_ZF
19 Cash Flow divided by Equity Investment 0.40% 0.40% 0.40% 0.40% 0.40% 0.40% 0.40% 0.40% 0.40% 0.40% 0.40% 0.40%
Equity Investment in Project
*Historical data from existing projects under management of General Partner.
2001 2002 2003 2004 2005 2005 2007 2008 2008 2010 2011 2012
Line Symbols YR1 YR2 YR3 YR4 YR5 YR6 YR7 YR8 YR8 YR10 YR11 YR12
Determining Taxes
20 Cash Flow CF 6,362 6,362 6,362 6,302 6,362 6,362 6,362 6,362 6,392 6,362 6,362 6,362
21 Depreciation Expenses - DEPR (90,656) (90,656] (90,656) (90,656: (90,656] (90,656) (90,656: (90,656: 10,656] (90,656] (90,656: (90,656]
22 Amortization of Fees - AMORTZ 0 0 0 0 0 0 0 0 0 0 0 0
23 Principsd Payments + P 27,074 27,401 27,737 28,081 28,435 28,800 29,176 29,584 !9,955 30,379 30,999 31,446
24 Reserves + RESERVES 4,500 4,605 4,774 4,917 5,065 5,217 5,373 5,534 5,700 5,871 6,046 6,229
25 Earnings (Loss} Before Taxes =EBTx (52,719) (52J57) (51,783) (51,295: (50,793] (50J76] (49,744] (49,195: i8,628] (48,043] (47~46: (46,618]
26 xTax Rate (35% or 0%) x RATE 35.03% 35.00% 35.00% 35.00% 35.00% 35.00% 35.00% 35.00% 5.00% 35.00% 35.00% 35.00%
27 Tax in curred (Saved) = TAX OR 18,452 18,290 18,124 17,953 17,778 17,587 17,41 0 17,21 8 17,020 16,81 5 16,536 16,31 6
(SAVINGS)
Cash Flow After Tax
28 Cash Flow CF 6,362 6,302 6,362 6,362 6,362 5,362 6,362 6,302 6,362 6,362 6,362 6,362
29 Tax incurred (Tax Saved) - TAX (+ SAY} 18,452 18,290 18,124 17,953 17,778 17,587 17,410 17,218 17,020 16,815 16,536 16,316
30 Cash Flow ARer Tax = CFATx 24,81 4 24,653 24,466 24,31 6 24,140 23,959 23,773 23,531 !3,582 23,177 22,299 22,679
Line Total Benefit Analysis
31 Cash Flow ARer Tax CFATx 24,814 24,653 24,466 24,316 24,140 23,959 23,773 23,581 !3,582 23,177 22,899 22,679
32 Rehabilitation Tax Credit + RTC 0 0 0 0 0 0 0 0 0 0 0 0
33 Low-Income Houshg TaxCredit + LIHTC 211,658 211,658 211,658 211,658 211,658 211,658 211,658 211,658 11,658 211,658 0 0
34 Net Sale Proceeds + NSP 0 0 0 0 0 0 0 0 0 0 0 0
35 Total Benefits After Tax = NCFATx 236,473 236,311 236,145 235,974 235,798 235,618 235,431 235,239 |5,041 234,836 22,299 22,670
(Ne~ Cash Fl~w Attar Tax)
2013 2014 2015 2016 2017 2018 2019 2020
YR13 YR14 YR15 YR16 YR17 YR18 YR19 YR20
178,81 6 182,530 186,354 190.294 194,351 198,530 202.835 207,269
3,479 3,583 3,691 3,801 3,915 4,033 4,154 4,279
0 0 0 0 0 0 0 0
182,295 186,113 190,045 194,095 198,267 202,563 206,989 211,547
(8,941] (9,126: (9,318) (9,51 5) (9,71 8) (9,927' (10,142) (10,363)
173,354 176,986 180,727 184,580 188,549 192,637 196,847 201,184
4,562 4,699 4,840 4,985 5,135 5,289 5,448 5,611
16,254 16,741 17,244 17,761 18,294 18,542 19,408 19,990
10,729 10,952 11,181 11,418 11,661 11,912 12,170 12,436
44,199 45,525 46,890 48,297 49,746 51,238 52,775 54,359
42,208 43,474 44,779 46,122 47,506 48,931 50,399 51,91 1
6,418 5,808 8,807 7,011 7,221 7,438 7,661 7,391
124,368 128,000 131,741 135,594 139,563 143,650 147,861 152,198
48,987 48,987 48,987 48,986 48,986 48,986 48,986 48,986
6,010 6,010 6,010 6,010 6,010 6,010 6,010 6,010
0 0 0 0 0 0 0 0
26,000 26,000 26,000 26,000 26,000 26,000 25,000 26,000
10,614 10,614 10,614 10,614 10,614 10,614 10,614 10,614
42,624 42,624 42,624 42,624 42,624 42,624 42,624 42,624
6,362 6,362 6,362 6,362 6,362 6,362 6,362 6,362
1,578,545 1,578,548 1,578,545 1,578,545 1,578,545 1,578,545 1,578,545 1,578,545
0.40% 0.40% 0.40% 0.40% 0.40% 0.40% 0.40% 0.40%
2013 2014 2015 2016 2017 2018 2019 2020
YR13 YR14 YR15 YR16 YR17 YR18 YR18 YR20
6,362 6,362 6,362 6,362 6,362 6,362 6,362 6,362
(90,656. (90,656~ (00,656) (90,656) (90,656) (90,656; (90,858) (90,856)
0 0 0 0 0 0 0 0
31,91 1 32,394 32,897 33,423 33,971 34,546 35,148 35.780
6,416 6,608 6,807 7,011 7,221 7,433 7,661 7,891
(45,966: (45,291: (44,589) (43,860) (43,101) (42,310. (41,484) (40,622)
35.00% 35.00% 35.00% 35.00% 35.00% 35.00% 35.00% 35.00%
16,088 15,852 15,506 15,351 15,085 14,508 14,520 14,218
6,362 6,362 6;362 6,362 6,362 6,362 6,362 6,362
16,088 15,852 15,506 15,351 15,085 14,808 14,520 14,218
22,481 22,214 21,989 21,713 21,448 21,171 20,382 20,580
22,451 22.214 21,989 21,713 21,448 21,171 20,332 20,580
0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0
22,481 22,214 21,989 21,713 21,448 21,171 20,582 20,5~0
~OCAT[ON MAP
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SECOND &THIRD FLOOR FLOOR AREA: 8915
FIRST FLOOR lsr FLOOR AREA: 8915 :~.~.. ,,nm~,~n'~-;(,~),-mtn~/(,,,-Bm,,u,~
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.Jf~r.4-17-SO MCIN O1: 19 F'r'l .JOHNSOl4 CO SENIOR: DINING S19 S56 5218 P. 82
JOHNSON COUNTY SENIOR DINING
5aretory 18, 2000
To: Burns & Burns, L.C.
From: Johnson County Senior Dining
Attn: Alaina Welsh
This letter is in support of the proposed housing development by Burns & Bums, L.C. for persons
with disabilities and the elderly. Housing of this nature is an ongoing need in Johnson County, particularly a
proposal that is inclusive of various supportive services. We as a provider of nutritional services are elated
that the proposed facility will encompass numerous categories of service needs. We have long advocated
multipurpose facilities for the elderly and persons with disabilities as a vision of the future.
Job. Jmon County Senior Dining is committed to assisting this project by way of providing nutritional
services. Specifically, delivering home delivered meals to homebound individuals and providing meals in a
congregate setting to those more ambulatory in the community room. A facility open to residents and the
public, in a west side location, has been a long-standing need in the community. A public facility would ease
the burden of traffic and parking congestion at the current downtown Senior Center and would provide
residents and other consumers with an alternative location for centralized services.
We believe that such a facility should be progressive in seeking out other funding, such as the City of
Iowa City, the Johnson County Board of Supervisors, and grants available for these purposes, in order to
facilitate optimal service availability for consumers of all social and economic need.
We are pleased to endorse Burns & Burns, L.C. in this visionary concept, and pending the Johnson
County Board of Supervisors approval, look forward to participating in this project.
Sincerely,
Michael Foster
Director, Johnson County Senior Dining
28 South Linn Street Telephone (319)356-5212
Iowa City, Iowa 52240 3 ~ ~ Fax (319)356-5213
FROI'I: FAX NO. : ,Tun. 18 1999 03:33PM
Evert Cov, ner Rights and Resources
Center for Independent Living
20 East Market Street, Iowa City, IA 52240 · Voice and TTY: (3~9) 338-3870
January 1 ~, 2000
Alaina W~]sh
Burns & Burlxs, L.C.
319 East Washington Str~e.t, Suit~ 111
Iowa City. IA 52244
D~ar Ms. W~lsh,
On b~half of the. staff, board of dir~ctor~ and consumers at th~ Even
Conn~r Rights and R~our~s C~nter for Independent Living, I am w~iting
in support of your propos~ ~o s~ure funds for ~e development of
a~ssibl~-and affordable housing for p~opl~ with disabilities.
Th~r~ is a grav~ n~d for th~ type of housing you propos~ tot s~wr~
reasons. Primarily ~h~r~ is an extreme ia~k of accessible and affordable
housing in th~ Iowa City ar~a, Equally as important many of ~e ~xisting
r~ntal units are poorly cons~ucted for the use of wheel chairs and in many
~as~s ~ unsff~. W~ work w~h individu~s who r~port ~a~ ~ey liv~ in
unsaf~ ~ondi~ons b~ause ~ typ~ of housing ~at is affordabl~ is not
nec~ss~ly accessible. For the same reason, som~ individuals r~nt
ap~un~nts which ~h~y ~e unabl~ to access a ~ajority ot ~h~ spa~. W~
fe~l that it is d~pl0rable to barely ~xis~ in such an affluent so~i~t~ a~ Iowa
Cj.~y, P~ople with disabilities hav~ ~ righ~ and should live and par~cipa~
in the ~o~unity in the s~e manner as others with out disabilitieL
Consumers who contact us for advocacy ud assistanc~ ~n locating
a~e~ible and affordable housing are on long waiting lists For six months
to a ye~. Most consumers ar~ unable to wait that long for some pla~e
live and are at risk of b~ing hom~l.~ss or inn~itufionalized. Your .proposal,
funded, will help to ~ectify some of th~ problems that cause inaVpropriate
plaeemen~ and hopelessness in our ar~a for people with disabilities.
Th~ Ev~rt Conn~r Cen~r for Ind~p~nd~nL Living is a non-p~'ofit, non-
residential, ~onsum~r run organization designed to assist individuals with
di~abili~es '~o m~ntain control ovgr day to day activities and to advocate
t'or th~m~lve~ in order to achieve greater independence and full
p~ttcipatio~ in an integrated society. W~ provid~ ~du~ation and s~rvices
to eou~mners and to the general ~ommunity. We provide skills ~raining,
inEormation and ~ef~rral, p~er couns~ling, ~d advocacy t~ consumers
ensur~ knowledge and indep~nd~n~. In addition we provi~ education
and technical assistance con~e~'ning barrier reinoval and d~s~tbili~y
~wa~'e~less Lo businesses and ~ner~d community.
'W~ applaud and suVport your c. ffo~'t~ to s~ek funding for
ol' affordable and accessjble housing, and will assist in any way possible
that will benefit you in your attempts to ~nsure a bett~ quality of lif~ for
people with di~abili~s. lt' we can offer technical assistance on universal
design or outer informaLion to ensure the ma~i~nu~ a~cessibili~y in your
n~w project, do not hesitat~ to contact u~.
Sincerely,
~anu~'y 17, 2000
Hills Bank
Commitm~mt on Iowa City IEA IV Limited Pro-ram-skip - Phase IV
and Trust Company
319-338-1277
January 17, 2000 1. The projeot is to have been built aocording to the plans and sp~ci.fications originally submitted
with the eonstmotion loan request and verification by the appraiser that the propmy has
built subjeer to plans and specifications.
2. A final ii~ opLnion issued by your attorney listing Hills Bmxk and Trust Company ~s first lien
Mr. Robert ?. Bums holder.
Bums & Buras, L.C. 3. A hazard insurance policy on the property with Hills Bank and Trust Company named as
319 E. Washington Street "mortgage".
POBox1226 4. Signe-d lim waiv~s submitted by the g~eral contractor and th~ subconlraotors prior to the
Iowa City, Iowa 52244 closing of the p~rmanmt loan.
5. Our ability to l~nd money to you so that this loan, when added to the other loma to you and your
KE: Iowa City IHA IV Limited Partnership - Phase IV related interests, do not exc, e.e.d our l~gal lending limit
6. l~.ob~a't P. Bums personally guarantees the pea'manmt loan.
D~ar Bob: 7. Approval by our Loan Committe~.
8. Approval by our Board of Directors.
We have reviewed your application for both a consreaction lore and pemaa~ent loan for Iowa City IHA
IV Limited Parmership - Phase IV and we are pl~ased to inform you that we have approved your re, que.,st W~ are ~ntering into thes~ transactions with the understanding that several sottrees ofp~-man~nt
subject to oonditions listed b~low. financing as well as an equity partner will be obmine. d so that our eonsmao~on loan will b~ paid in fu/1
when th~ project is eompletca Please provide us with th~ approvals fa'om the various financing sources
The construction loan would be in an amount of $1,811,000.00 or 80% of the appraised value, wkichev~r as well as from the cquity parmer, where they b~come available.
is l~ss. This loan would be a comstruction draw loan s~cured by a first mortgage on the propea'ty at an
roterest rate of 8.25%. We will waiv~ our 1% loan f~e. The validity of this commitment is subject to the accuracy of all information, repr~s~mtafions and material
submitted with and in support o~ your application for the loan. In the ev~t we dem'mme that my
This loan would be subjec~ to the followin~ conditions: information or representations contained in the loan application are not ar, eurat~ or correct, we will have
th~ fight to terminate this commilment, whereupon we will have no further obligation thinafter.
1. A preliminary title opinion allowing us to hold a first mortgage on the proj ~ct.
2. Build~'s risk insurance coverag~ with our bank nam:d as mortgagee. If you agree with th~ ttmEs of this letter and wish to proceed with the mmsac~on, I would ask that you
3. Keoeipt of payment and performance bond on b~half of the g~ne~-a] contractor. aclmowlextg~ a copy of this letter by signing wh~re we hav~ indicated at the bottom and returning it to me.
4. If the property securing this loan is d~signated to be in a flood zone, flood insurance will be You may keep the copy for your r~cords.
require. el. ·
5. Our mortgage is to be signed and recorded prior to any earth-moving, excavation or construction This commitment will e~pir~ on July 14, 2000. If the loan does no1 clos~ within that time pmod, please
begSfining on the site. contao~ mc and we can negotiate an mion.
6. Th~ loan will be for a term of one year with any extensions to be n~gotiate, d prior to maturity.
7. Our ability to lend mon~y to you so that this loar~ whea addgd to oth~r loans to you and your W~ appreciate thc opportunity to bg involved in another quality rental housmg projeot. This project is
r~late, d interests, do not exceed our l~ga/lending limit. mother good indication of your dcsire to h~lp low and moderat~ incom: people. Please contact me
g. This commitment is valid for a term of six months from the dat~ of the letteL shotrid y have any questions r:garding this commitment.
9. Kobert P. Bums p~rsonally guarantees the consreaction loan. ~~~ty
10. Approval by our Board of Directors. Sinc y,
11. Approvil by our Loan Committee.
We also commit to you a permanent loan for the same projeer in ~ mount of $~9,680.00 at an roterest '
rate of 9.00%. This loan will be amortized for a pc'~riod of 25 years with a 15 year balloon. At the ~nd of
ten years the loan would be due and payable. The unpaid balance would be subject to and qualify for a
renewal based on the then existing loan rate and terms. 1LrP,/kmd
CONFIRMATION
Robert P. Bums Date
Burns & Bunas, L.C.
· '/31 Main Strsst. HIlls, Iowa ~2235, 319-679-229~ · 1,$01 South Glibor/Sirsot, ~owa Oity, low~ 52240. 319-338-1277
· ~009 2n~ Strost, Go~a~v~|lo. Iowa 522~1,319-351-8000· Highway 965, North U~rty. ~owa 5.1317,
lows City IHA IV, Limited Partnership Iowa City IHA IV, Limited PartneTship
Januaa'~ 14, 2000 January 14, 2000
Pag~ :2 Pag~ 9
CAPITAL CONTRIBUTIONS TO THE GENERAL PARTNER
C. In the event this transaction is not consummated as a~esult of actions by the General Partner,
A. Assuming the foregoing material assumptions are accurate and subject to the terms set forth in including but not limited to: (i) failure to negotiate in good faith, (ii) inability to provide
this letter of intent and the Partnership Agreement, the Investment Limited Partner agr~s to d:ocumentation n~cessary for closing, (iii) sale or intent to sell an interest in the Partnership to
make capital contributions to the Partnership in an amount equal to 99.00% of the total another purchaser, or (iv) any misrepresentation of a material factual matter, the General Partner
forecasted tax credit (the "Capital Contribution"). The Capital Contribution is expected to be shall reimburse CPS for all of its due diligence and transaction costs, including but not limit~i to
$1,578,445, payable in installments. Each installment is due within five (5) business days of the legal expenses, appraisals and market studies, environmental and engineering reviews, and site
Investment Limited Parmer's receipt and approval of documentation evidencing the satisfaction visits.
of the installrnent's and previous installments' conditions as follows:
The General Partner acknowledges that this letter of intent contains confidential information and agr~s
$789,222 or 50.00% of the Capital Contribution (the "First Installment") upon the later of: not to disclose either orally or in writing its contents to any third party other than the Gen~nl Partner's
accountant(s) and attorney(s), without the express prior written consent of CPS and further agrees to
i) fully executed Partnership Agreement, advise its representatives that such representatives shall not disclose either orally or in writing the
ii) the Property and Partnership due diligence documents including but not limited to contents of this letter of intent.
(a) valid tax credit reservation, (b) carryover allocation and written certification
from an independent accountant/CPA of carryover basis and backup Please acknowledge your agreement to the aforementioned terms by signing in the space b~low and
documentation evidencing costs, if applicable, (c) an owner's title insurance returning the original. Should you have any questions, please do not hesitate to call. We look forward to
policy or an endorsement thereto issued to the Partnership meeting the working with you on this and future pannerships.
requirements of Condition 8(G), (d) fully executed construction loan closing
documents, (e) valid written commitment from the permanent lender, and (f) Sincerely, Agreed and Accepted:
proper issuance of building permits and all regulatory approvals necessary for
construction start, COLUIVIBIA PORTFOLIO SERVICES IOWA CITY lltA IV
iii) the General Partner's attorney opinion letter which shall include verification that LIMITED PARTNERSHIP LIMITED PARTNERSI-IH'
the General Parmer's retainage of less than 1% interest in the Partnership complies
with state law and all Property and Parmership documents, and By: Columbia Portfolio Services, Inc. By: ~ ~' ~-
iv) a tax opinion issued by the Investment Limited Partner's counsel; Robert P. Burns, Manager
Note: The First Installment shall be deposited into an escrow account with the Burn &Burns, L.C.
construction lender or an escrow agent upon achievement of the above benchmarks. General Parmet
d~aw request documentation acceptable to the Investment Limited Parmar. By,;
$473,534 or 30.00%of the Capital Contribution ("the Second Installment") upon the ]star of: d S. Benedict ' Date: ['1 3'~.~_u..,,,~
F.,~ecutive Vice President - Acquisitions
i) satisfaction of all conditions from the First Installment,
ii) ConsLruction completion,
iii) the tins] development cost and qualified basis certification prepared by an
accountantJC~A,
iv) verification that the Partnership and Property a.re covered by insurance, and BSB/3LS:kc
v) permanent loan closing(s) or conversion(s);
cc: Lisa Dias
$315,689 or 20% of the Capital Contribution (the "Final Installment") upon the later of: File
i) 100% initial occupancy of 100% of the units by tax credit qualified tenants, and
ii) IRS Form(s) 8609 for each building and an executed and recorded copy
Regulatory Agreement,
iii) achievement of break-even operation (the first time at which, based upon each of
three (3) consecutive full months of operations occurring after permanent loan
closing(s)/conversion(s), the actual rental income received on a cash basis has
exceeded the operating expenses and replacement reserves on an accrual basis as
certified by an independent accountant),
CITY OF IOWA CITY JAN ] 8 2000 2/99
FY01 COMMUNITY DEVELOPMENT BLOCK GRA,_N_N G;D,. DEPARTMENT
FUNDING REQUEST FOR NON-HOUSING PROJECTS
1. Name of Project: 2a. Amount of CDBG Funds Requested $19,810
b. Loan $ Grant $ 19,810
Neighborhood Partners Project c. Type of Loan: (check applicable line) Amount
Principal and interest (amortized loan)
Principal and no interest (amortized loan)
Principal and a balloon payment
Conditional Occupancy Loan (future repayment)
Declining Balance Lien (forgiven over time)
3. Name and Address of Applicant/Organization 4. Contact Person: Brian Loring, Exec. Director
Neighborhood Centers of Johnson County Phone Number: 319-358-0438
P.O. Box 2491 Fax Number: 319-358-0484
Iowa City, IA 52244
Email Address: ncjc@inav.net
5. Location of Proposed Project: 6. Check CITY STEPS Objective(s) met:
Affordable Housing Needs
Southeast Quadrant, with focus on Broadway Street and area Homeless Needs
covered by Wetherby neighborhood. Public Facility Needs
'X Public Service Needs
X Economic Development Needs
7. Brief summary of the proposed project:
The plan is to bring together a number of interested parties to address the needs of the Southeast Quadrant, particularly the
area defined by the Wetherby and Pepperwood neighborhoods.
There are three areas of concern in looking at this area:
1) A deteriorating business area. This concern becomes heightened with the announced closing of Econofoods. There are
several empty stores at Pepperwood Place. Several other businesses behind K-Mart have closed. This contributes to the
feeling of being a blighted or abandoned neighborhood.
2) The image of the neighborhood. There has been a great deal of negative publicity about crime, controversies over
affordable housing, and other problems in the Southeast Quadrant. While this is predicted to be one of the fastest growing
areas in Iowa City, residents are struggling to counteract an image that indicates this is not a safe area of town. The area
needs to move from focusing on problems to focusing on strengths, such as the rich diversity of the neighborhood, the
active neighborhood associations, and the number of families with young children. These efforts need the support of the
larger community.
3) And the lack of neighborhood services. There have been a number of discussions and efforts in the past four years about
needs in this area. For example, Wetherby Neighborhood Association identified lighting, traffic control, and increased park
and recreation facilities as needs. The City has invested funding in expanding and upgrading Wetherby Park, but that is just
a beginning. Residents have discussed greater variety in businesses, some type of improved link with the library,
community policing, an indoor gym, increased space for childcare, employment opportunities in the area and many other
ideas. For example, there is currently no health clinic on the southeast side. As this area grows, there will be increasing
needs.
While there have been a number of efforts by the Neighborhood Centers and Neighborhood Associations to address various
issues, these efforts have been short term, reactive, and have resulted in limited changes in the area. This plan intends to bring
together all the interested parties to develop a larger vision and possible plans for implementation that are consistent with the
City of Iowa City's comprehensive plan for the southeast quadrant. The vision would include desired economic development
goals, desired activities for neighborhood groups, and desired services.
The Institute for Social and Economic Development and Southgate Development have already agreed to partner with
Neighborhood Centers to develop this plan. Other partners would include the businesses in the Pepperwood and Wetherby
neighborhoods and the Grantwood, Wetherby and Pepperwood Neighborhood Associations. The groups would also rely on
support from City Planning staff. Other partners will be identified as part of the process.
8. Why is this project needed? How does the project address the priorities, strategies and goals of CITY STEPS (Please specify
the one most applicable priority need and priority need level, as shown on pages 98-99 in CITY STEPS)
As stated above, this is a critical time for the Southeast Quadrant. Econofoods has announced that it will be closing, there are
currently other empty businesses. While this is a cause for concern, it is also an opportunity for the area to be creative in
thinking about what development might look like in this area. What businesses help define and support a neighborhood? For
example, does the area need a drycleaners or a coffee bar? What businesses make this area a destination point for the rest of the
community? If there are many residents who do not have cars, what do they need in the neighborhood? This neighborhood has
a high concentration of young children? What play spaces are needed and who provides them?
While there is an opportunity present, there are now several active groups that have developed skills in negotiating change in the
area and have demonstrated their ability to respond to problems. These include the Neighborhood Centers and the three
neighborhood associations. These groups have all addressed concerns in the area in some way and had successes: increased
childcare services, improved relationships with the police department, expanded park areas, etc. These groups are ready to
tackle the more long-term needs and planning, but need resources in order to do this.
There are a number of areas that will be addressed in this planning process, including public facility needs (particularly youth and
childcare) and public service needs (particularly youth services, employment training, child care services, and health services). The
most critical area is in economic development. The goal is to tie the economic development into a larger vision.
Public Services/Economic Development
Priority Need Priority Need Level: High
9. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First,
describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated). Second, please
discuss how these outcome data will be met by the proposed project.
Outcomes: Agreement among affected parties on development goals for the area Identified action steps for involved parties
There will be a document produced as an end product. This document will include a record of the process, as well as the final
goals and action steps. The process will include reviewing all available data (studies, census data that becomes available in
January, City planning materials, etc.), minutes of all meetings, efforts made to identify and include interested parties, etc; as
well as the process for producing the final plan. A variety of methods will be used in gathering information for planning, including
surveys and focus groups. Again, these methods and outcomes will be included in the final document.
10. List goal(s) of this project. In addition, please indicate the population to be served by the proposed project according to the
following income categories: (please see attached Income Guidelines for Iowa City)
(Circle persons or households)
Number between 0-30% median income persons or households
Number between 31-50% median income persons or households
Number between 51-80% median income persons or households
Number between 81 - 100% median income persons or households
Number over 100% median income persons or households
TOTAL Persons or Households
While there is not have a breakdown for all households in the Southeast Quadrant, all of the residents on Broadway and the
majority of people using Neighborhood Centers on Broadway are below 80% of median income. In general, even owner-
occupied homes (with the exception of Southpointe area) cost significantly below the city average for owner occupied homes.
Overall Goal:
· To produce a document outlining development goals for the Southeast Quadrant (particularly the area around Broadway) that
includes desired economic development goals and desired services (public and private sector) and steps to be taken by
neighborhood groups, businesses, and other involved parties.
Short term goals:
· To identify and bring together interested parties to create a shared vision
· To inventory and utilize neighborhood assets
· To identify possible action steps toward shared goals
· To help interested parties identify roles in further neighborhood development
· To create partnerships that promote individual and business well-being
11. General Description of Activities:
List major activities of the project (how do these activities address your goals listed in #107).
Project Implementation: a) Detailed information regarding elements and time schedule; b) steps taken to assure that this
project is financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project and
related experience with program and project implementation; d) amount of volunteer and agency staff time needed to carry
out the project).
Major activities include coordinating meetings of interested parties, carrying out information gathering and tasks identified by
groups in developing adequate input (surveys, etc.), documenting process, and producing final report.
Neighborhood Centers anticipates holding the first meeting in mid-March to assess the current status of interested parties and set
a further timeline. There is some urgency in getting the process started, but there is also a need to work around participants'
other obligations. By the start of the grant year on July 1, 2000, interested parties will have been identified, a work plan will be
in place, and work can begin on the planning process. It is also anticipated that the 2000 census will highlight some significant
issues and changes in this area. Much of the work would be completed before the census data is available, but the group would
wait until January, 2001 when at least preliminary data is available, to finish the final report. While it is clear that decisions on
development may not wait for the final report, discussions will help keep everyone informed as plans develop and allow the group
to evaluate how interim decisions affect long term plans.
Neighborhood Centers of Johnson County has been involved in the Broadway Neighborhood since 1988. We have built a variety
of connections with residents, businesses, and community entities in the area. In addition, the agency has been able to use
resources from the University of Iowa, specifically in Urban and Regional Planning and Social Work, to assist with planning
projects in the past. Efforts will also be made to enlist support from the Uofl College of Business for this project. Neighborhood
Centers anticipates a staff person will spend 40 hours a month on this project. In addition, the Neighborhood Advisory Council
(residents from the neighborhood) will provide assistance (20 hours per month). The Neighborhood Advisory Council and the
Neighborhood Associations will be asked to assist with neighborhood inventories and survey activities.
12. If funds are not awarded, will the project/program continue?
Yes X No
If partial funds are awarded, will the project/program continue?
Yes X No If yes, at what level?
Not having funding will severely limit the amount of time the agency can work on this project. The agency will continue
informal networking with other interested parties, but probably will continue to respond to situations that develop, rather
than planning a more long-term approach.
13. If funds are awarded, will the project/program continue after the CDBG funds end?
Yes X No The agency will be looking at ways to implement the plan once the project is completed.
14. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such
as salaries, travel and other administrative expenses for operational funding. Use categories such as property acquisition,
architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. Please
include the cost of an audit for any project over $300,000 and other items listed under Budget Considerations in the
Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in-kind
or cash, and check if the funds are anticipated or committed. DOCUMENT COSTS WHENEVER POSSIBLE.
PLEASE NOTE: The Housing and Community Development Commission may request a copy of your overall agency budget.
BUDGET BREAKDOWN Please place an X in box that applies.
Type Status
EXPENSE CATEGORY CDBG OTHER LIST SOURCE OF OTHER In- Cash Antic. Comm.
FUNDS FUNDS FUNDS Kind
(e.g. salaries, acquisition, rehab)
If possible, please prioritize
the budget
Salary for NCJC Facilitator 6,000 1,500 Neighborhood Centers X X
Staff Fringe (Payroll tax 1,060 265 Neighborhood Centers X X
and health insurance)
Consultants for market 10,000
analysis
Printing &Postage 2,000 500 Neighborhood Centers X X
Meeting costs 750 750 Neighborhood Centers X X
TOTALS $19,810 $3,015
15. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds
(include anticipated dates of funding awards or decisions).
16. Have you received CDBG funding in the past?
Yes X No (If Yes, what year(s) did you receive the funding, state the dollar amount received each
year, and how much of each award was a grant, conditional loan and/or repayable loan?) If former projects are
underway please indicate the amount of fund~s_remaining to be expended. ~ I q
1991:$26,000 (grant)
1994: $150,000 (grant)
1996:~85,000 (grant)
$100,000 (repayable loan)
1998:~12,000 (grant)
17. Does the proposed project pay property taxes? Yes ~ No X
If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes __ No __
If "yes", what is the percent of full taxes paid? % and amount paid ~
18. Discuss your organization's policy for obtaining input from low-income persons potentially benefiting or affected by
the proposed project and your policy for obtaining feedback once the project has been completed. If applicant is a
nonprofit, please include evidence (such as minutes of a meeting) that the proposed project has the support of the
organization's Board of Directors.
Neighborhood Centers of Johnson County serves primarily low income people at the Broadway site. Family involvement in
agency programs and planning is a core value for the agency. This is implemented in several ways. Efforts are made
through monthly newsletters, personal contacts, family events, etc., to inform families about neighborhood activities and
issues so that they can comment and be involved. There is also a newly resurrected Neighborhood Advisory Council. This
group has been very active in the past and is being revived to provide a more formal system for families to have input into
and responsibility for various Neighborhood Center activities.
Obtaining feedback once the project is completed would in part be indicated by how well the steps identified in the plan
are then implemented. In addition, the Advisory Council would be asked to look at the plan at monthly meetings and
review progress.
The Executive Committee of the agency Board of Directors has reviewed this project. There will be formal approval by the
Board at their meeting Tuesday, January 18, 2000. The minutes of the meeting indicating this approval will then be
forwarded to the planning department.
PART V
PROJECTS WITHDRAWN
Request
PLANNING PROJECT
Butler-Montgomery House Strategic Planning: City of Iowa City $ 10,000 p. 321
TOTAL $ 10,000
CITY OF IOWA CITY ,..:.~ ~ ,,~ ..:. ~2/ge
FY01 COMMUNITY DEVELOPMENT BLOCK GRANT "~ ~ '....
FUNDING REQUEST FOR NON-HOUSING PROJECTS '.,.~'~. ~
1. Name of Project: 2a. Amount of CDBG Funds Requested ~ 10,000 ~.~
Montgomery-Butler Site b. Loan ~ Grant $' 10,00d ~
c. Type of Loan: (check applicable line) ' AmOunt
Strategic Planning Principal and interest (amoRized loan)
Principal and no interest (amo~ized loan)
Principal and a balloon payment
Conditional Occupancy Loan (future repayment)
Declining Balance Lien (forgiven over time)
3. Name and Address of Applicant/Organization 4. Contact Person: Scott Kugler
City of Iowa City - Historic Preservation Commission Phone Number: 319-356-5230
Fa Number: 319-356-5009
Eraall Address:
5. Location of Proposed Project: 6. Check CITY STEPS Objective{s) met:
Affordable Housing Needs
Iowa City Waterworks Park - Iowa City Homeless Needs
x Public FaciliW Needs (Planning Activities)
Public Service Needs
Economic Development Needs
7. Brief summary of the proposed project:
The City's Historic Preservation Commission would like to hire a planning consultant to conduct a public forum to prioritize
project amenities given the historic resources present, taking into account adaptive reuse of the building as well as protecting
and interpreting this archeological and historic resource. The consultant would create a team (archaeologist, architect,
engineer) to evaluate site limitations and potential. This consultant would then produce a master schedule for a phased site
development plan with coordinating cost projections. The consultant will also identify potential funding sources, both public and
private.
Additionally the consultant would record, organize, and analyze input gathered from the public forum and private inteNiews and
seek to identify potential pa~nerships that will provide for the ongoing care and maintenance of this historic site. The outcome
would be a five to ten year plan that would result in a trailhead site that emphasizes the historical and cultural resources on the
site and make it a destination for both state and regional tourism and for use as a local community recreation site.
.I 8. Why is this project needed? How does the project address the priorities, strategies and goals of CITY STEPS (Please specify
the one most applicable priority need and priority need level, as shown on pages 98-99 in CITY STEPS)
The goal of the planning project is to create a strategic plan to better determine the future use of this historic site and to
determine the necessary steps to make the development a reality. The site will add to the regional recreational trail system and
will become part of the Waterworks Park site. Development of the park has begun along with the trail development. The park
will be a great asset to the entire community and region.
Planning Medium
Priority Need Priority Need Level (High, Medium or Low)
9. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First,
describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated). Second, please
discuss how these outcome data will be met by the proposed project.
The outcome of this project will be the determination on how best to use this historic resource as part of a larger public park
facility and public trail system. The result of the planning process will enable the City to preserve a rare publicly owned historic
resource and make it a useful part of the community.
I 10. List goal(s) of this project. In addition, please indicate the population to be served by the proposed project according to the
following income categories: (please see attached Income Guidelines for Iowa City)
(Circle persons or households)
Number between 0-30% median income persons or households
Number between 31-50% median income persons or households
Number between 51-80% median income persons or households
Number between 81 - 100% median income persons or households
Number over 100% median income persons or households
TOTAL Persons or Households
The project will benefit all income levels and households when the consultant's recommendations are implemented. This is a
planning project only and will not specifically benefit any income level or household at this stage. The goal is to provide a facility
that saves a public resource and make it available to all residents of Iowa City and the region.
11. General Description of Activities:
List major activities of the project (how do these activities address your goals listed in #107).
Project Implementation: a) Detailed information regarding elements and time schedule; b) steps taken to assure that this
project is financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project and
related experience with program and project implementation; d) amount of volunteer and agency staff time needed to carry
out the project).
CDBG Grant Award - April 2000
Award Consultant Contract - May 2000
Consultant Study - May 2000 through September 2001
Historic Preservation Grant Application Deadline - September 2001
12. If funds are not awarded, will the project/program continue?
Yes x No
If partial funds are awarded, will the project/program continue?
Yes x No~ If yes, at what level?
The continuation of the project will depend on finding other funding sources.
13. If funds are awarded, will the project/program continue after the CDBG funds end?
Yes x No
14. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such
as salaries, travel and other administrative expenses for operational funding. Use categories such as property acquisition,
architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. Please
include the cost of an audit for any project over $/300,000 and other items listed under Budget Considerations in the
Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in-kind
or cash, and check if the funds are anticipated or committed. DOCUMENT COSTS WHENEVER POSSIBLE.
PLEASE NOTE: The Housing and Community Development Commission may request a copy of your overall agency budget.
BUDGET BREAKDOWN Please place an X in box that applies.
Type Status
EXPENSE CATEGORY CDBG OTHER LIST SOURCE OF OTHER In- Cash Antic. Comm.
FUNDS FUNDS FUNDS Kind
(e.g. salaries, acquisition, rehab)
If possible, please pdoritize
the budget
Consultant Fees ~ 10,000
Grant Writing $ 500 In-kind grant writing
services from the Historic
Preservation Commission
TOTALS 910,000 ~ 500
1D. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds
(include anticipated dates of funding awards or decisions).
National Trust for Historic Preservation - Preservation Services Fund, September 1999
City of Iowa City General Fund
16. Have you received CDBG funding in the past?
Yes No x (If Yes, what year(s) did you receive the funding, state the dollar amount received each
year, and how much of each award was a grant, conditional loan and/or repayable Ioan?) If former projects are
underway please indicate the amount of funds remaining to be expended.
17. Does the proposed project pay property taxes? Yes __ No x (City property - Waterworks Park Site)
If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes __ No __
If "yes", what is the percent of full taxes paid? % and amount paid ~
18. Discuss your organization's policy for obtaining input from low-income persons potentially benefiting or affected by
the proposed project and your policy for obtaining feedback once the project has been completed. If applicant is a
nonprofit, please include evidence (such as minutes of a meeting) that the proposed project has the support of the
organization's Board of Directors.
Public hearings will be held on the project during Historic Preservation Commission meetings and at the Iowa City City
Council meeting level when they discuss approving the recommended project.
APPLICATIONS SHOULD BE RETURNED BY 12:00 NOON, JANUARY 18, 2000, TO:
City of Iowa City
Dept. of Planning & Community Development
410 E. Washington St.
Iowa City, IA 52240
319-356-5230
stephen_long@iowa-city .org
3~r~ 5 shared\commdev\hcdc\FY01 apps\nonhsng2.doc
City of Iowa City
MEMORANDUM
DATE: April 5, 2000 ~
TO: City Manager (
FROM: Steve Nasby, Community Development Coordinator~
RE: Annual Meeting and Consultation Visit by the U.S. Department of
Housing and Urban Development
On March 9 representatives from the U.S. Department of Housing and Urban
Development (HUD) office in Des Moines completed their annual consultation. This was
a two-part process with HUD's attendance during our FY01 Community Development
Block Grant (CDBG) and HOME Investment Partnerships Program (HOME) funding
process (conducted by the Housing and Community Development Commission) and an
on-site meeting with senior City staff. In their follow-up letter HUD commended the City
of Iowa City for its administration of HUD programs and leadership.
As such, I wanted to take this opportunity to share with you some of their comments
regarding the City's efforts and recognition of the Community Development Division
staff. HUD's letter contains the following comments:
· We commend and congratulate the City of Iowa City "on your extensive
consolidated planning process and commitment to outreach and public
involvement"
· The City of l~owa City has "knowledgeable and experienced staff that has the
capacity to carry out the programs in a professional manner"
· Staff "gave us an excellent update of HUD activities in Iowa City"
This letter also encourages the City of :Iowa City to continue its leadership in finding
creative ways to meet community needs and the pursuit of additional funding
opportunities. If you have any questions about the consultation visit please let me
know.
Cc: Karin Franklin, Director of Planning and Community Development
BUILDING PERMIT INFORMATION
March 2000
KEY FOR ABBREVIATIONS
Type of Improvement .'
ADD - Addition
ALT- Alteration
REP - Repair
FND - Foundation Only
NEW- New
OTH- Other type of construction
Type of Use .'
RSF- Residential Single Family
RDF- Residential Duplex
RMF- Three or more residential
RA C- Residential Accessory Building
MIX - Mix ed
NON- Non-residential
OTH- Other
page 2' City oflowa City
Date4/3/2000 Extraction of Building Permit Data for
To: 3/1/2000
From 3/31/2000 CellSUS Bureau Report
Type Type
Perwdt Number Name Address Impr Use Stories Units Valuation
BLD00-00186 STEVE WARNER 840 N SUMMIT ST ADD RDF 1 0 $8,000
SCREEN PORCH OVER EXISTING DECK
L Total ADD/RDF permits: 1 Total Valuation: $8,000
BLD94-00704 JAMES NIEBUHR 415 5TH AVE ADD RSF 0 0 $80,000
10'x 24' FIRST FLOOR ADDITION - 22'X 24' ATTACHED GARAGE ADDITION - 24'X 28' SECOND STORY
ADDITION TO EXISTING S.F.D.
BLD00-00133 JOE & LYNN CANNON 920 HIGHWOOD ST ADD RSF 2 0 $60,000
DORMER ADDITION TO SFD
BLD00-00193 D.W. ROBINSON BUILDER IN, 602 5TH AVE ADD RSF 2 0 $55.000
CONSTRUCT A SINGLE STORY ADDITION AND REMODEL EXISTING SFD.
BLD00-00139 BRUCE & LINDA TOMBLIN 1909 GLENDALE RD ADD RSF I 0 $29,600
13 x 23 DEN AND 15 X 12 SUNROOM ADDITION TO SFD
BLD00-00160 DIRK & JANE MARPLE 7 GEORGETOWN CIR ADD RSF 0 0 $25,000
14 x 26 BEDROOM/BATH ADDITION WITH GARAGE BELOW
BLD00-00203 JONATHAN M OZEROFF 836 NORMANDY DR ADD RSF 1 0 $20,000
ADDITION TO INCLUDE 2 BEDROOMS, BATH AND REMODEL EXISTING LAUNDRY ROOM, BATH.
BLD00-00138 ELEANOR DOLING 1120 SPRUCE ST ADD RSF 1 0 $18,500
12 x 18 ROOM ADDITION TO SFD
BLD00-00169 WILMA PEDERSEN 3334 SHAMROCK DR ADD RSF 0 0 $12.960
12 X 16 SCREEN PORCH ADDITION TO SFD
BLD00~00200 DANNY E GRELL 804 EASTMOOR DR ADD RSF 1 0 $10,000
EXTEND EXISTING GARAGE TO THE NORTH 25' x 20' WIDE.
BLD00-00194 CHUCK SIMMONS 4702 CHANDLER CT ADD RSF 1 0 $7,000
12' X 20' GARAGE ADDITION TO A SFD.
BLD00-00249 LEE & HELEN OUIGLEY 717 MANOR DR ADD RSF 1 0 $2,750
Screen porch and deck addition to SFD
BLD00~00164 JAMES BUXTON 1708 COLLEGE ST ADD RSF 0 0 $1,835
6 x 6 ENTRY DECK FOR SFD
BLD99~00957 DUDLEY BROTHERS CO. 2145 PALMER CIR ADD RSF 0 0 $1,000
ADD A 5'-6" x 12' DECK WITH STAIRS TO EXISTING 3-SEASON PORCH.
BLD00-00137 LOUIS VOPARIL 812 CHURCH ST ADD RSF 0 0 $900
EXIT RAMP OUT REAR DOOR OF SFD
Total ADD/RSF permits: 14 Total Valuation: $324,545
BLD00-00098 PANCHERO'S 965 S RIVERSIDE DR ALT NON 1 0 $101,000
CONVERT FORMER SPORTING GOODS SPACE TO RESTAURANT
BLD00-00206 PROCTER & GAMBLE 2200 LOWER MUSCATINE ALT NON 2 0 $23,000
Interior alteration of manufacturing plant with addition of enclosures for electronic equipment.
BLD00-00174 SCISCOPE INSTRUMENT CO. 1419 WATERFRONT DR ALT NON 2 0 $16.640
INTERIOR FINISH FOR SCIENTIFIC INSTRUMENT CALIBRATION AND REPAIR OFFICE, SHOP AND STORES.
BLD00-00018 CITY OF IOWA CITY 220 S DUBUOUE ST ALT NON 5 0 $16,000
EQUIPMENT ENCLOSURE IN PARKING RAMP
age: 3' City of Iowa City
Date: 4/3/2000 Ext ction of Building Permit Data for
To: 3/1/2000
From: 3/31/2000 Census Bureau Report
Type Type
Permit Number Name Address Impr Use Stories Units Valuation
BLD00-00076 CITY OF IOWA CITY 410 WASHINGTON ST ALT NON 3 0 $14,700
ENLARGE FINANCE DEPT. HEAD OFFICE
BLD00~00136 EDWARD JONES 160 SOUTHGATE AVE ALT NON 1 0 $10,000
INTERIOR REMODEL OF COMMERCIAL OFFICE SPACE "B"
BLD00-00195 APEX CONSTRUCTION 410 WASHINGTON ST ALT NON 3 0 $10,000
REMODEL MISC. AREAS OF CENTRAL SERVICES.
BLD00-00182 EVAN MATTHEWS 1725 N DODGE ST ALT NON 1 0 $6,500
CONVERT EXISTING FINACIAL STORAGE ROOM INTO AN OFFICE.
BLD00-00154 IOWA BOOK & SUPPLY 8 S CLINTON ST ALT NON 2 0 $6,000
CONVERT EXIT DOOR TO DISPLAY WINDOW
BLD00-00192 PAT MOORE 1235 GILBERT CT ALT NON 1 0 $2,000
REMOVE DOOR AND INSTALL DOOR WHERE WINDOW IS
L '
Total ALT/NON permits: 10 Total Valuation: $205,840
BLD00-00173 DARKEN FRAUENHOLTZ 411 N L1NN ST ALT RMF 2 0 $20,000
REMODEL KITCHEN, BATH AND BEDROOM IN 1ST FLOOR REAR OF RMF
BLD00-00140 DAVID &MARY JEPSEN 1014 MARCY ST ALT RMF 0 0 $12,000
BASEMENT FINISH OF 1 UNIT IN RMF
BLD00-00155 LAWRENCE WOODS 606 S JOHNSON ST ALT RMF 3 0 $500
ENTRY DOOR TO 3RD FLOOR APARTMENT IN R-1 OCCUPANCY
BLD00-00244 DALE MAYER 1402 COMPTON PL ALT RMF 0 0 $250
Add further wall fi'aming in basement of RMF condo unit-See BLD98-0385 for basement finish
.
Total ALT/RMF permits: 4 Total Valuation: $32,750
BLD00-00201 KIRK KNUDTSON 810 BLUFFWOOD DR ALT RSF 0 0 $22,600
FINISH REC ROOM, BEDROOM, AND BATH IN BASEMENT.
BLD00-00205 CORY GRABENBAUER 233 STANWYCK DR ALT RSF 0 0 $12,000
Basement finish of SFD
BLD00~00135 JOHN & JACKIE STOKES 148 PENFRO DR ALT RSF 2 0 $6,000
CONVERT SCREEN PORCH TO 3 SEASON PORCH
BLD00-00087 MIKE HOMEWOOD 923 RIDER ST ALT RSF 0 0 $5,000
LOWER LEVEL FINISHED SPACE TO INCLUDE TWO BEDROOMS, BATH, LAUNDRY.
BLD00-00185 DAN WILLIS 1116 E BURLINGTON ST ALT RSF 0 0 $3,500
KICHEN REMODEL
BLD00-00208 FERMAN MILSTER 2351 CAMERON WY ALT RSF 0 0 $2,000
Convert screen porch to 4 Season Room in SFD
Total ALT/RSF permits: 6 Total Valuation: $51,100
BLD00-00109 MARTIN GAFFEY 310 SCOTT CT NEW MIX 2 5 $315,000
two-story building ~vith retail and office on ground floor; 5, 2-bedroom apts on second floor
Total NEW/MIX permits: 1 Total Valuation: $315,000
Page: zi City of Iowa City
Date: 4/3/2000 Extraction of Building Permit Data for
To: 3/1/2000
From: 3/31/2000 CelISBS Bureau Report
Type Type
Permit Number Nanre Address Impr Use Stories Units Valuation
BLD99-00892 RUSSELL GERDIN 2570 INDEPENDENCE RD NEW NON 1 0 $3,231,269
315,000 SF WAREHOUSE
BLD99~00898 KNUTSON & HAWKEYE WEL 2650 S RIVERSIDE DR NEW NON 1 0 $710,000
NEW WELDING SHOP
[ .
Total NEW/NON permits: 2 Total Valuation: $3,941,269
BLD00~00056 PRIME VENTURES, L.C. 1631 RANIER DR NEW RDF 2 2 $185,000
RDF WITH ATTACHED 2 CAR GANGES
BLD00-00156 PRIME VENTURES 1415 RANIER DR NEW RDF 1 2 $154,000
RDF WITH ATTACHED 2 CAR GARAGES
1415 RANIER IS RIGHT UNIT, 1417 RANIER IS LEFT UNIT
.
Total NEW/RDF permits: 2 Total Valuation: $339,000
BLD00-00124 AUR 327 N DUBUOUE ST NEW RMF 3 25 $3,059,200
3 STORY, 25 UNITS, 45,000 SQUARE FEET APARTMENT BUILDING WITH 14,000 SQ. FT. PARKING GARAGE IN
BASEMENT
BLD99-00665 PRIME VENTURES, LC 2510 CASCADE LN NEW RMF 3 18 $1,000,000
18 PLEX CONDOMINIUM
BLD00-00159 JIM MILLER 2850 HEINZ RD NEW RMF 3 12 $725,507
3 Story, 12 plex condo with 2 bedroom units and 4 attached 3 stall garages
Building A
Total NEW/RMF permits: 3 Total Valuation: $4,784,707
BLD00-00142 MIKE RASLEY 16 BURR OAK CT NEW RSF 2 1 $562,500
S.F.D. WITH THREE CAR GARAGE
BLD00-00207 RON SHINTLER 3719 FOXANA DR NEW RSF 2 1 $346,200
SFD ~vith attached 3 Car Garage
BLD00-00178 BOYD CROSBY CONST., INC. 2332 WASHINGTON ST NEW RSF 1 1 $311,000
SFD WITH ATTACHED 4 CAR GARAGE.
BLD00-00176 DAV-ED LIMITED 448 GALWAY DR NEW RSF 2 1 $240,000
SFD WITH ATTACHED 2 CAR GARAGE
BLD00-00088 JASON LEE 4375 COUNTRY CLUB DRI NEW RSF 1 1 $225,000
SFD WITH ATTACHED 2 CAR GARAGE
BLD00-00125 SMITH- MORELAND CONST 4747 CANTERBURY CT NEW RSF 2 1 $206,829
SFD WITH ATTACHED 3 CAR GARAGE
BLD00-00143 TOM FLYNN & MARY LEE DI; 241 GREEN MOUNTAIN D1 NEW RSF 1 I $206,000
SFD WITH ATTACHED 2 CAR GARAGE
BLD00-00157 OAKES CONST. CO. 1850 BRISTOL DR NEW RSF 2 1 $158,108
SFD WITH ATTACHED 2 CAR GARAGE
BLD00-00110 L & D PROPERTIES LC 668 TIPPERARY RD NEW RSF 2 1 $150,000
SFD WITH ATTACHED 2 CAR GARAGE.
BLD00~00108 L & D PROPERTIES LC 627 TIPPERARY RD NEW RSF 2 1 $145,000
SFD WITH ATTACHED 2 CAR GARAGE.
BLD00-00172 OAKES CONST. CO. 1902 BRISTOL DR NEW RSF 1 1 $138,528
SFD WITH ATTACHED 2 CAR GARAGE
Page: 5 City of Iowa City
Date: 4/3/2000 Extraction of Building Permit Data for
To: 3n/2000
From: 3/3 1/2000 CellSUS Bureau Report
Type Type
Permit Number Name Address Impr Use Stories Units Valuation
BLD00-00145 MIKE ROBERTS 742 TIPPERARY RD NEW RSF 2 1 $127,886
SFD WITH ATTACHED 2 CAR GARAGE
BLD00-00144 MIKE ROBERTS 732 T1PPERARY RD NEW RSF 1 1 $120,000
SFD WITH ATTACHED 2 CAR GARAGE
BLD00-00209 FRANTZ CONST. 3162 WELLINGTON DR NEW RSF 1 1 $106,007
SFD with attached 2 car garage
BLD00-00167 THE PADDOCK. LLC 228 DAPPLE CT NEW RSF 1 1 $6,000
FOUNDATION FOR SFD
BLD00-00168 THE PADDOCK, LLC 209 DESSAGE CT NEW RSF 1 1 $6,000
FOUNDATION FOR SFD WITH ATTACHED GARAGE
BLD00-00190 THE PADDOCK L.L.C. 263 PADDOCK CIR NEW RSF 1 1 $6,000
FOUNDATION FOR MODULAR HOME
BLD00-002 10 THE PADDOCK L.L.C. 276 PADDOCK CIR NEW RSF 1 0 $6,000
FOUNDATION FOR A MANUFACTURED HOME AND ATTACHED GARAGE.
BLD00-00211 THE PADDOCK L.L.C. 268 PADDOCK CIR NEW RSF 1 0 $6,000
FOUNDATION FOR A MANUFACTURED HOME AND ATTACHED GARAGE.
BLD00-00212 THE PADDOCK L.L.C. 264 PADDOCK CIR NEW RSF 1 0 $6,000
FOUNDATION FOR A MANUFACTURED HOME AND ATTACHED GARAGE.
BLD00-00213 THE PADDOCK L.L.C. 256 PADDOCK CIR NEW RSF 1 0 $6,000
FOUNDATION FOR A MANUFACTURED HOME AND ATTACHED GARAGE.
BLD00-00214 THE PADDOCK L.L.C. 261 PADDOCK CIR NEW RSF 1 0 $6,000
FOUNDATION FOR A MANUFACTURED HOME AND ATTACHED GARAGE.
BLD00-00215 THE PADDOCK L.L.C. 265 PADDOCK CIR NEW RSF 1 0 $6,000
FOUNDATION FOR A MANUFACTURED HOME AND ATTACHED GARAGE.
BLD00-00216 THE PADDOCK L.L.C. 267 PADDOCK CIR NEW RSF 1 0 $6,000
FOUNDATION FOR A MANUFACTURED HOME AND ATTACHED GARAGE.
BLD00-00217 THE PADDOCK L.L.C. 269 PADDOCK CIR NEW RSF 1 0 $6,000
FOUNDATION FOR A MANUFACTURED HOME AND ATTACHED GARAGE.
BLD00~00218 THE PADDOCK L.L.C. 273 PADDOCK CIR NEW RSF 1 0 $6,000
FOUNDATION FOR A MANUFACTURED HOME AND ATTACHED GARAGE.
BLD00-00219 THE PADDOCK L.L.C. 275 PADDOCK CIR NEW RSF 1 0 $6,000
FOUNDATION FOR A MANUFACTURED HOME AND ATTACHED GARAGE.
BLD00-00220 THE PADDOCK L.L.C. 279 PADDOCK CIR NEW RSF 1 0 $6,000
FOUNDATION FOR A MANUFACTURED HOME AND ATTACHED GARAGE.
BLD00-00221 THE PADDOCK L.L.C. 283 PADDOCK CIR NEW RSF 1 0 $6,000
FOUNDATION FOR A MANUFACTURED HOME AND ATTACHED GARAGE.
BLD00-00222 THE PADDOCK L.L.C. 241 PADDOCK CIR NEW RSF 1 0 $6,000
FOUNDATION FOR A MANUFACTURED HOME AND ATTACHED GARAGE.
BLD00-00223 THE PADDOCK L.L.C. 234 LENZ CT NEW RSF 1 0 $6,000
FOUNDATION FOR A MANUFACTURED HOME AND ATTACHED GARAGE.
BLD00-00224 THE PADDOCK L.L.C. 223 DAPPLE CT NEW RSF 1 0 $6,000
FOUNDATION FOR A MANUFACTURED HOME AND ATTACHED GARAGE.
BLD00-00226 THE PADDOCK L.L.C. 238 DAPPLE CT NEW RSF 1 0 $6,000
FOUNDATION FOR A MANUFACTURED HOME AND ATTACHED GARAGE.
BLD00-00227 THE PADDOCK L.L.C. 218 DAPPLE CT NEW RSF 1 0 $6,000
FOUNDATION FOR A MANUFACTURED HOME AND ATTACHED GARAGE.
Page 6 City of Iowa City
Date 4/3/2000 Extraction of Building Permit Data for
To: 3/1/2000
From 3/31/'2000 Census Bureau Report
Type Type
Pern~it Number Name Address Impr Use Stories Units Valuation
BLD00-00228 THE PADDOCK L.L.C. 223 DRESSAGE CT NEW RSF 1 0 $6,000
FOUNDATION FOR A MANUFACTURED HOME AND ATTACHED GARAGE.
BLD00-00229 THE PADDOCK L.L.C. 233 DRESSAGE CT NEW RSF I 0 $6,000
FOUNDATION FOR A MANUFACTURED HOME AND ATTACHED GARAGE.
BLD00-00230 THE PADDOCK L.L.C. 240 DRESSAGE CT NEW RSF 1 0 $6,000
FOUNDATION FOR A MANUFACTURED HOME AND ATTACHED GARAGE.
BLD00-00231 THE PADDOCK L.L.C. 230 DRESSAGE CT NEW RSF 1 0 $6,000
FOUNDATION FOR A MANUFACTURED HOME AND ATTACHED GARAGE.
BLD00-00232 THE PADDOCK L.L.C. 220 DRESSAGE CT NEW RSF 1 0 $6,000
FOUNDATION FOR A MANUFACTURED HOME AND ATTACHED GARAGE.
Total NEW/RSF permits: 39 Total Valuation: $3,193,058 i
BLD00-00204 HERBERT & BEATRICE DAVI; 707 KIMBALL AVE OTH RSF 0 0 $3,787
Fence for sfd
BLD00-00239 JEFF SCHABILION 431 RUNDELL ST OTH RSF 0 0 $1,000
8' high x 12' long fence for SFD made of open 6 x 6 mesh
Total OTH/RSF permits: 2 Total Valuation: $4,787
BLD00-00165 JOHN SCHUPPERT 215 N L1NN ST REP NON 2 0 $4,200
REROOF OF COMMERCIAL BUILDING
BLD00-00166 SPORTS COLUMN 12 S DUBUQUE ST REP NON 0 0 $3,000
REPLACE FIRE DAMAGED FLOOR JOISTS IN BASEMENT OF BAR
Total REPANON permits: 2 Total Valuation: $7,200
BLD00-00189 SOUTHGATE DEVELOPMEN~f 845- CROSS PARK AVE PEP RMF 3 0 $80,000
REPAIR FIRE DAMAGE TO 12 UNIT APARTMENT.
BLD00-00148 PHEASANT RIDGE 2411 BARTELT RD REP RMF 2 0 $24,64 1
SIDING, WINDOWS, DOORS REPLACEMENT FOR RMF
BLD00-00150 MARK IV INVESTORS 2425 BARTELT RD REP RMF 2 0 $24,641
SIDING, WINDOWS AND DOOR REPLACEMENT FOR RMF
BLD00-00151 MARK IV INVESTORS 2535 BARTELT RD REP RMF 2 0 $24,641
SIDING, WINDOWS, DOOR REPLACEMENT FOR RMF
BLD00-00149 MARK IV INVESTORS 2427 BARTELT RD REP RMF 2 0 $19,130
SIDING, WINDOWS AND DOOR REPLACEMENT IN RMF
BLD00-00152 MARK IV INVESTORS 2525 BARTELT RD REP RMF 2 0 $19,130
SIDING, WINDOWS, DOOR REPLACEMENT FOR RMF
BLD00-00250 THE MAINTENANCE CO. 415 S VAN BUREN ST REP RMF 0 0 $12,000
Siding for apartment building
BLD00-00153 GARY MILLER 1022 NEWTON RD REP RMF 0 0 $7,000
RESIDING OF RMF
Total REP/RMF permits: 8 Total Valuation: $211,183
Page: ~ City of Iowa City
Date: 4/3/2000 Extraction of Building Permit Data for
To: 3/1/2000
From: 3/31/2000 Census Bureau Report
Type Type
Permit Number Name Address Impr Use Stories Units Valuation
BLD00-00187 LOOMIS CONST. 327 BLACKHAWK ST REP RSF 0 0 $10,000
REMOVE AND REPLACE A SECTION OF DAMAGED FOUNDATION.
BLD00-00243 DAVID KIRKMAN 2916 CORNELL AVE PEP RSF 0 0 $3,500
Replace 10 x 12 deck on rear of SFD
BLD00-00147 JAMES & DIANE JETTER 127 AMHURST ST REP RSF 0 0 $2,000
REPLACE 16' X 16' DECK ON SFD
[ .
Total REP/RSF permits: 3 Total VaLuation: $15,500
GRAND TOTALS: PERMITS: 97 VALUATION: $13,433,939
March 5, 2000
Dear Members of the Iowa City Housing and Community Development
Commission;
Having had some time to think about our family's view on the proposed
Successful Living project on Church St. we would like to retract our
names from the February 13t~ petition. Although, we agree that a
proliferation of this type housing in this neighborhood could be a
detriment to this area we have looked into the present demographics,
which do not bear this out.
We appreciate and agree with the dty's concerns for keeping housing
widely distributed throughout Iowa City because it coincides with our
family view to always maintain a concern for those less fortunate.
Sincerely,
Mr. And Mrs. Gregory Cilek ~
· - City of Iowa City
MEMORANDUM
Date: April 5, 2000
To: City Council
From: Eleanor M. Dilkes, City Attorney~j~lylj
Re: Citizen Initiative to "Halt First Avenue"
As you know, yesterday Jean and Betty McCollister filed an affidavit to commence initiative
proceedings proposing that the following measure be adopted by the Iowa City electorate:
Worn related to the construction of the First Avenue extension be
prohibited in Fiscal Years 2001, 2002 and 2003.
It is my opinion that, as drafted, the question is not an allowable subject of initiative. I will explain
my reasoning in more detail below. In essence, however, I believe the question posed is
defective because it focuses on construction as opposed to the planning of the First Avenue
Extension.
Under the City Charter an "ordinance" can be proposed by citizen initiative and includes "a
proposition enacting, amending or repealing a new or existing law, policy or plan, as opposed to
one providing for the execution or administration of a law, policy or plan already enacted by
Council." There are also specific subject matters that may not be the subject of an initiative,
including the-letting of contracts and appropriation of money. Just as a group suppoding the
First Avenue Extension could not propose a measure requiring the road to be constructed, the
group opposing the extension may not propose a measure prohibiting its construction. These
specific limitations give meaning to the definition of "ordinance" and buttress the conclusion that
with regard to public improvement projects the planning of those projects may be the subject of
initiative but the execution (i.e. appropriation of money, letting of contracts (construction)) may
not. It was the focus on the Capital Improvements Plan that allowed the 1997 initiative to
proceed.
There appears to be some confusion as to what a citizen initiative, if adopted, can ultimately
accomplish. There have been statements in the press that the law only allows an initiative to
delay the project but not block its construction entirely. As with plans, policies and ordinances
adopted by Council, a measure adopted on citizen initiative can be changed in the future by the
City Council. Under the City Charter a measure proposed by citizen initiative and adopted by the
electorate can be changed by Council after two years. It is this provision that affects the
"permanence" of an initiative measure. The delay/stop dichotomy is not, however, the relevant
inquiry when it comes to whether the proposed measure is a proper subject Of initiative. As
discussed above, the focus there must be on planning as opposed to execution and
construction.
~,~
It is my intention to meet with the petitioners later this afternoon and answer any questions they
may have about this opinion.
Please call me if you have any questions.
cc: Jean and Betty McCollister
Steve Arkins
Dale Helling
Marian Karr
Sarah Holecek
Chuck Schmadeke
Karin Franklin
Eleanor~memos\First Avenue Initiative Memo