HomeMy WebLinkAbout2012-08-02 Info PacketEms .,�
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CITY OF IOWA CITY
www.icgov.org
CITY COUNCIL INFORMATION PACKET
MISCELLANEOUS
IN Council Tentative Meeting Schedule
IP2 Article from City Manager: Break the Boom and Bust Cycle
August 2, 2012
IP3 Copy of Press Release from Iowa Governor's Office: Iowa Metro Areas Score High in
Milken Institute's "Best Cities for Successful Aging"
IN Copy from City Manager: Best Cities for Successful Aging
IP5 Memo from City Clerk: KXIC Radio Show
DRAFT MINUTES
IP6 Airport Commission: July 19
IP7 Historic Preservation Commission: July 12
IP8 Human Rights Commission: July 17
IP9 Planning & Zoning Commission: July 19
City ouncil Tentative Meeting Schedule
IN
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August 2, 2012
CITY OF IOWA CITY
Subject to change
Date
Time
Meeting
Location
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Tuesday, August 21, 2012
5:00 PM
Work Session Meeting
Emma J. Harvat Hall
Tuesday, August 21, 2012
7:OOPM
Regular Formal Meeting
Emma J. Harvat Hall
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Tuesday, September 4, 2012
5:00 PM
Work Session Meeting
Emma J. Harvat Hall
Tuesday, September 4, 2012
7:OO13M
Regular Formal Meeting
Emma J. Harvat Hall
Tuesday, September 18, 2012
5:00 PM
Work Session Meeting
Emma J. Harvat Hall
Tuesday, September 18, 2012
7:0013M
Regular Formal Meeting
Emma J. Harvat Hall
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Tuesday, October 2, 2012
5:00 PM
Work Session Meeting
Emma J. Harvat Hall
Tuesday, October 2, 2012
7:OOPM
Regular Formal Meeting
Emma J. Harvat Hall
Tuesday, October 23, 2012
5:00 PM
Work Session Meeting
Emma J. Harvat Hall
Tuesday, October 23, 2012
7:OO13M
Special Formal Meeting
Emma J. Harvat Hall
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Tuesday, November 13, 2012
5:00 PM
Work Session Meeting
Emma J. Harvat Hall
Tuesday, November 13, 2012
7:OO13M
Special Formal Meeting
Emma J. Harvat Hall
Tuesday, November 27, 2012
5:00 PM
Work Session Meeting
Emma J. Harvat Hall
Tuesday, November 27, 2012
7:OO13M
Special Formal Meeting
Emma J. Harvat Hall
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Tuesday, December 4, 2012
5:00 PM
Work Session Meeting
Emma J. Harvat Hall
Tuesday, December 4, 2012
7:OO13M
Regular Formal Meeting
Emma J Harvat Hall
Tuesday, December 18, 2012
5:00 PM
Work Session Meeting
Emma J Harvat Hall
Tuesday, December 18, 2012
7:OO13M
Regular Formal Meeting
Emma J Harvat Hall
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Mow to •
Property
By Rick Rybeck and
Walter `\
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Ana.org /pm ' @ \ AUGUST 2012 1 PUBLIC MANAGEMENT c'
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3
TAKEAWAYS
> With the federal gov-
ernment unable to come
to their rescue, local
governments must rely
on their own resources.
> Utilization of value
_ capture can generate
more revenue with less
roller - coaster volatility.
Reducing taxes on pri-
vately-created building
values can strengthen
businesses and increase
�,. employment.
c �.
� � t
The widespread reduction in
the bubble collapses. land speculation
fuels the real estate boom - and -bust cycles
property tax yields created by the
bring he eccloenomy and local govern -
real estate bust is grim news for
man h
Higher land taxes discourage land
local governments because this
speculation by making it less profitable.
Prior to the Great Depression, there was
tax remains their major revenue
a nationwide real estate boom and bust.
Not surprisingly, land values in major
source. It is our contention that
U.S. cities declined drastically. Between
1930 and 1940, land values declined in
reforming the property tax can
New York, 21 percent; Milwaukee, e, w
percent; Cincinnati, 26 percent; New Or-
set communities on a that
leans, 27 percent; Cleveland, 46 percent;
path
Los Angeles, 50 percent, and Detroit, 58
generates jobs, reduces sprawl,
percent.
But Pittsburgh adopted a two -rate
expands affordable housing and
property tax in 1914. e evidence that this reform reduces speculation, Pitts-
1� c cause � m
attacks d root I CLI lse of boom—and—
burgh's decline in total land values was
only 11 peecent between 1930 and 1940.'
bust cycles.
The potency of the two -rate tax was
also seen in Pennsylvania's Mononga-
hela Valley where adjacent Duquesne,
Traditional property tax incentives are upside -down. They impose higher taxes
Clairton, and McKeesport suffered from
on owners who construct or improve homes and commercial structures. They reduce
the steel recession of the 1970s and
taxes for owners whose buildings deteriorate. Owners of boarded -up buildings and
1980s. New construction came to a
vacant lots typically pay lower taxes than owners of well- maintained properties.
standstill as plants closed and unemploy-
The tax penalty on buildings is easily underestimated. Property tax rates, typically
ment rose. McKeesport responded by
set at 1 or 2 percent of value, seem modest. Unlike a one -time sales tax, however, the
adopting a two -rate tax. Building permits
tax is levied year after year. Over the life of a building, the building tax can be equiva-
immediately began to increase. Would
lent to a whopping 10 to 20 percent sales tax.' This cost barrier explains why many
this have happened without the reform?
developers launch major projects only after first obtaining property tax abatements.
Unlikely. Construction continued to
decline in Clairton and Duquesne .6
Transforming Taxes into Fees
High urban land costs after World War
A number of Pennsylvania localities whose tax revenues declined as industries died,
II began driving most new growth out of
turned the perverse property tax incentives right- side -up. They put their treasuries
central cities to cheaper suburban sites.
back in the black, spurred economic activity, and revived their downtowns by adopt-
Yet Pittsburgh experienced downtown re-
ing a two -rate tax, reducing tax rates on buildings and raising them on land values.
vitalization with dramatic new corporate
This stimulated construction and rehab of homes and office buildings. 2
headquarters along with a large increase
If taxing buildings makes buildings more expensive, don't higher land taxes make
in home and business structures through -
land more expensive? The answer is "No." Land taxes actually cause land prices to fall.'
out the city. After taxing land at six times
To avoid high taxes on construction and to exploit relatively low taxes on land
the rate on buildings in the late 1970s,
values, many owners take sites off the market, waiting for population growth, improved
the increase in downtown development
public infrastructure, or development subsidies to enhance the value of their land.
outpaced its suburbs.'
This causes a scarcity of available development sites, pushing land prices up further.
Pennsylvania's capital city used this
Expectations of gains from real estate speculation become a self - fulfilling prophecy —at
technique to regenerate its downtown
least initially.
after flooding from Hurricane Agnes
As more people pursue profits from land price appreciation rather than from produc-
in the 1970s left thousands of vacant
five enterprises, potential developers and home buyers get priced out of the market and
properties. Harrisburg saw redevelop-
8 PUBLIC MANAGEMENT I AUGUST 2012 icma.org /pm
meat of almost all idle central city lots
over a 15 -year period."
Growth in the urban core instead of
in surrounding farmland is what smart
growth proponents urge but seldom
achieve.' Higher land taxes will create
a strong economic impetus to develop
high -value sites.
Such sites tend to be near existing
urban infrastructure amenities. Growth
on these infill sites avoids the costly
duplication of facilities when growth
occurs at the urban fringe. Reducing
sprawl preserves rural land for agricul-
tural, recreational, and conservation uses.
Value Capture
Land values stem in large part from
public amenities— schools, roads,
parks, fire and police protection, and
the rest. Taxing those values serves as a
value capture instrument.10 Like a user
fee, owners pay in proportion to the
advantages that public amenities bring
to their sites.
Consider mass transit that boosts
land values around transit stops." These
publicly- created values could fund
transit construction and operations 12
but typically provide windfalls to a few
private landholders instead. Failure to
employ value capture techniques often
requires fare hikes and service cuts that
reduce transit ridership, 13 exacerbating
the congestion and air pollution that
transit is designed to mitigate.
A two -rate tax recaptures and
recycles publicly- created land values to
make transit and other infrastructure fi-
nancially self - supporting. It also provides
an incentive for transforming vacant
lots and boarded -up buildings into more
affordable housing or commercial space.
It allows all property owners, large or
small, to make improvements without
incurring a tax penalty.
How Pennsylvania Cities Got
the Two -Rate Property Tax
1913, Pittsburgh Mayor William
Magee asked the state legislature
to let the city gradually reduce
property tax rates on buildings
while increasing rates on land
values. The legislature in Act No.
147 of that year passed an enabling
w for "cities of the second class " –a
population designation for Pittsburgh
and Scranton. Major companies like Heinz and Westinghouse
supported the measure.
The city became the poster child of the two -rate tax
movement for three - quarters of a century. Its vitality inspired
the national urban renewal program, though federal and local
policymakers neither understood nor tried to replicate Pitts-
burgh's property tax modernization.
In 1951, Act No. 299 enabled most other Pennsylvania
cities to use this reform. Today, 13 cities, two school dis-
tricts, one borough, and Pittsburgh's downtown improvement
Joshua Vincent of the Center for the
Study of Economics calls this reform a
"universal abatement." It lets a majority
of homeowners enjoy lower taxes than
under the conventional system .14
Ending the tax bias against both
residential and commercial buildings
opens the way to jobs in construction,
energy conservation, home furnishings,
and related fields.
A Recovery Strategy
With apologies to Shakespeare: To tax
or not to tax, that is not the ques-
tion. How to tax, that is the question.
Officials need to minimize taxes that
obstruct job creation, affordable hous-
ing, and wholesome urban growth,
and to choose taxes that posi-
tively support these essential
purposes or at least do not
hinder them. Property
district employ the reform. In each jurisdiction this led to
an increase in urban development and renovation, with no
advance consequences reported.
Unfortunately, the city of Pittsburgh reverted to the con-
ventional property tax in 2000 after an overdue but botched
reassessment created widely irregular land assessments, un-
derscoring the importance of fair and accurate assessments.
Modernizing the property tax is not magic. It requires
extensive public education and careful administration. Features
of an equitable property tax –in both the conventional and land
tax form – include the following:15
• Annual or frequent reassessments.
• Separate assessment of land and improvements.]"
• Appraisals at 100 percent of current market value.
• Assessments by professional appraisers.
• Open assessment books available to the public.
• Inexpensive and easy appeals processes.
Most states have a uniformity clause in their state constitu-
tion. Depending upon how it is written and interpreted, local
governments might need either permissive state legislation or a
constitutional amendment (or both) to implement this reform.
tax reform meets this criterion and
should be a high priority.
Localities are in a rev-
enue bind. The federal
government, stymied by
dwindling resources and
gridlock, cannot come
to the rescue. Local
and state govem-
Y ._
1 A net present value calculation is used to collapse
this stream of payments into a one -time payment.
2 Described in Public Management (PM)
article, "Retooling the Property Tax," March 2010.
httpl /webapps.ioma.org /pm /9202 /public /covet
cfm7 author- waltergb20rybeck&titWe etwling%20
property%26taxes.
3 Paul A Samuelson, Economics, McGraw -Hill,
91h Edition, 1973, p 563. Taxes on goods of
variable supply are a cost of production. (Land is
not produced.). Because there will be no less land
in existence after the tax is imposed, there is no
economic impetus for its price to increase. Adam
Smith in 1776 explained: The more taxes a buyer had
to pay for a plot of land, "the less he would incline to
pay for the ground." The Wealth of Nations, Random
House, New York, 1937, p.976.
4 "Affordable Housing as Infrastructure in the
Time of Global Warming' by James A. Kushner, in
The Urban Lawyer, Vol. 42 No. 4 / Vol. 43 No. t,
Fell 2010 Winter 2011, p 207, crediting real estate
speculation as a signfficant cause of the 2007
financial melt -down.
5 ' Pittsburgh's Pioneering in Scientific Taxation,"
Percy R Williams (Pittsburgh's Chief Assessor,
1934 - 1942), fn. 59. Republished as The Pittsburgh
Graded Tax Plan: its History and Experience, Robert
Schalkenbach Foundation, New York, 1963.
http:// savingcommunities .orgVdms/williams.
Percy /gradedtax.html. See also: "Why Pittsburgh
Real Estate Never Crashes: The tax reform that
stabilized a city's economy' Dan Sullivan at http: //
savingoommunifies .org /places /usipa/al /pgh/
nevercrashes.html.
6 Steven Cord, Incentive Taxation, Columbia, MD.,
October, 1995. Clairton and Duquesne adopted this
reform after observing its benefits in McKeesport.
ments must find their own solutions. By
shifting taxes off buildings, jurisdictions
in effect will advertise to residents and
the business community: fix up your
house, build a store, or put up a factory
without fear of tax increases!
The yesulting economic stimulation
will help restore the local economy and
boost the tax base. Localities that
pioneered this reform reveal that it works.
it offers local governments a way to
overcome the hurdles imposed
l
7 Wallace Oates and Robert M. Schwab, 'The
Impact of Urban Land Taxation: The Pittsburgh
Experience," National Tax Journal, Vol. 50, No. 1
(March 1997), pp 1 -21. Appendix, Table 5, p 11.
Pittsburgh's tax system contributed to it being one
of only two rust -belt cities out of 15 to experience
increased development during the period studied.
The other city, Columbus, Ohio, showed more in -city
growth because it had annexed its suburbs. http: //
ewnweb .umd.edu /- oates/msearchfThe%20
Impact% 20of %20Urban%20Land%20Taxation.pdf.
8 Harrisburg Mayor Stephen Reed, in May 1,
2003 letter to Philadelphia Controller Jonathan
Saidel noted that vacant lots had been reduced by
85% since adoption of property tax reform. httpl/
www.urbantoolsconsult .org/upload /City%20of4b20
Harrisburg %202%20tier%20tax%20rate.pdf
Harrisburg illustrates that property tax reform is no
cure -all. The city was in deep financial trouble after
its failed waste -to- energy incinerator left the treasury
unable to pay off its bonded debt -a problem
unrelated to the city's successful tax reform.
9 'Indicators of Smart Growth, Jason Sartori,
Terry Moore and Gerrit Knapp, National Center for
Smart Growth Research and Education, University of
Maryland, January 2011. Ten years of implementing
Maryland's smart growth program produced no
statistically significant increases in infill development
or reductions in suburban sprawl.
10 Rick Rybeck, "Using Value Capture to Finance
Infrastructure and Encourage Compact Development,"
Public Works Management and Policy Journal, Vol.
8, No. 4, April 2004, pp. 249 -260. See W kipedia at
htip: / /en.wikipedia .org /wikiNalue-capture.
11 "Metrorail Impacts on Washington Area
Land Values,' Banking Finance and Urban Affairs
Committee, House of Representatives, Washington,
D.C., January 1981. The D.C. area Metro had
generated $2 to $3.5 billion worth of new land values,
on them by the real estate market collapse
and to reduce the severity of future
boom - and -bust cycles. FM
RICK RYBECK, director
of Just Economics,
Washington, D.C.
(nrybeck @justeconomic
sllc.com), is a former
transportation and public revenue specialist with
the District of Columbia government. WALTER
RYBECK, director, Center for Public Dialogue,
Washington, D.C. (waltrybeck @aol.com), is
author of Re- solving the Economic Puzzle,
Shepheard - Walwyn, London, 2011.
more than Metro's land acquisition, construction, and
operation costs up to that time. Discussed in 'Transit-
Induced Land Values: Development and Revenue
Implications, Economic Development Commentary,
Vol. 5, No. 4, CUED, October 1981.
'Applying Value Capture in the Seattle Region,'
Thomas A. Gihring Journal of Planning Practice
& Research, Vol. 16, Nos. 3 -4 (Winter, 2001):
307 -320. The study demonstrates how a city-wide
land value tax (LVT) plus a gains in within a transit
zone to tap rising site values due to a proposed light
rail line can raise $116 million, exceeding the $80
million estimated construction cost of the line.
12 "Financing Transit Systems through Value
Capture: An Annotated Bibliography," Jeffery J.
Smith, Thomas A. Gihring, Todd Litman, and Victoria
Transport Policy Institute, 27 May 2012. http: / /www.
vlpi.org/smith.pdf.
13 "Transportation Elasticities: How Prices
and Other Factors Affect Travel Behavior,' TDM
Encyclopedia, Victoria Transport Policy Institute,
Updated 16 March 2011, httpl /www.vtpi.org /tdm/
tdml l .htm # -Tocl 61022686.
14 "Real Property Tax Rates for Tax Year 1992," Pro -
Housing Property Tax Coalition Council of the District
of Columbia, June 21, 1991. Testimony compared
a) existing D.C. property tax rates with b) rates that
reduced taxes on buildings and increased taxes
on land values while producing identical revenue.
Homeowners in all residential neighborhoods paid
less under option b.
15 Improving Real Property Assessment: A
Reference Manual, International Association of
Assessing Officers, Chicago, 1979. W. Rybeck was a
project advisor for this work
16 David Brunori and Jennifer Carr. 'Valuing
Land and Improvements: State Laws and Local
Government," State Tax Notes, 25(14) (2002).
10 PUBLIC MANAGEMENT I AUGUST 2012 icma.org /pm
Marian Karr I 1P3
From:
Tom Markus
Sent:
Tuesday, July 31, 2012 1:48 PM
To:
Marian Karr
Subject:
FW: RELEASE: Iowa metro areas score high in Milken Institute's "Best Cities for Successful
Aging"
Info packet please
From: David Adelman [mailto:dadelman @cgagroup.com]
Sent: Tuesday, July 31, 2012 1:42 PM
To: metroco @lpcapublicstrategies.com
Subject: FW: RELEASE: Iowa metro areas score high in Milken Institute's "Best Cities for Successful Aging"
FYI
From: Press Release from Iowa Governor's Office [ma ilto: Press. Releases @iowa.gov]
Sent: Tuesday, July 31, 2012 1:38 PM
To: David Adelman
Subject: RELEASE: Iowa metro areas score high in Milken Institute's "Best Cities for Successful Aging"
OFFICE OF THE GOVERNOR
Governor Terry E. Branstad * Lt. Governor Kim Reynolds
FOR IMMEDIATE RELEASE: Tuesday, July 31, 2012
CONTACT: Governor's Office 515- 725 -3523
Iowa metro areas score high in Milken Institute's
"Best Cities for Successful Aging"
(DES MOINES) — Gov. Terry Branstad and Lt. Gov. Kim Reynolds today released statements on the announcement of the
non - partisan, non - profit think tank, Milken Institute's new index on the "Best Cities for Successful Aging," which show
Iowa with the most high- ranking metros in the country.
The study can be found here: http: / /successfulaging .milkeninstitute.org / best - cities - successful- aginp.pdf
The institute scored the top 20 metropolitan areas in the top 150 highest - populated areas in the United States, where
Omaha - Council Bluffs ranked #3 and Des Moines ranked #6. In the next population tier of 209 metro areas, Iowa had
three cities: Iowa City at #2, Ames at #11 and Dubuque at #14.
"This is a great showing for the state of Iowa," said Branstad. "I am pleased to see that Iowa has such a high quality of
life that allows Iowans to age successfully. The access to quality living and health care in Iowa is important, and our
efforts in these areas will continue having a positive impact on the lives of all Iowans."
The study is a data - driven analysis that examines 78 factors that most affect seniors' quality of life, and compares and
ranks 359 metros on them. The study provides x -ray of which communities in the U.S. do the best job of providing the
infrastructure and amenities for successful aging.
"Our parents, grandparents, aunts and uncles are a treasure, and this demonstrates that Iowa is making great strides in
preserving the health of our families," said Reynolds. "As we make it a priority to expand Iowa's economy, there is no
doubt that a healthy and secure workforce is important no matter what the age."
You are currently subscribed to the Governor's Office Press Release List as: dadelmangcgasroup.com.
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AA
t Cities foa
Successful
Aging
JULY 2012
* A$
fit
Anusuya Chatterjee, Principal Author
Ross DeVol, Chief Research Officer
Introduction by Paul H. Irving, Leader, Aging Populations Initiative;
Senior Managing Director and Chief Operating Officer
ACKNOWLEDGEMENTS
We thank our Milken Institute colleagues for their contributions to the index and our ongoing initiative to improve the lives of
aging Americans: editor Melissa Bauman; researchers Breanna Young, Haoran Zhu, Neesha Joseph, and Jaque King; program
development staff Erin Tanenbaum and Mindy Silverstein; communications associates Skip Rimer, Conrad Kiechel, Jeff Monford,
and Trevor Steele; and executive staff, including Roubina Arakelian.
We gratefully acknowledge AARP for its ongoing financial sponsorship and substantive assistance, Humana for its seed funding,
and Weber Shandwick for its public relations and communications support.
Finally, we thank the members of our extraordinary Best Cities for Successful Aging Advisory Committee listed on page 57 for their
valuable input and advice —and for their good work on behalf of aging populations in the United States and around the world.
ABOUT THE MILKEN INSTITUTE
A nonprofit, nonpartisan economic think tank, the Milken Institute works to improve lives around the world by advancing innovative
economic and policy solutions that create jobs, widen access to capital, and enhance health. We produce rigorous, independent
economic research —and maximize its impact by convening global leaders from the worlds of business, finance, government, and
philanthropy. By fostering collaboration between the public and private sectors, we transform great ideas into action.
D 2012 Milken Institute
» Introduction .................................................................. ..............................1
» Top 20 Large Metros ...................................................... ..............................4
» Top 20 Small Metros ..................................................... .............................16
» Programs with Purpose .................................................. .............................28
» Rankings for All 359 Metros .......................................... .............................31
» Methodology ................................................................ .............................37
» Best Cities for Successful Aging Advisory Committee ....... .............................57
» About the Authors ....................................................... .............................58
INTERACTIVE DATA
Infographics and data for each metro area as well as tools for policymakers
can be found at www. miIkeninstitute .org /successfulaging.
�- O41FFA U ►C�TT ►C
A erica is growing older. The implications and costs of this extraordinary demographic shift
are now upon us. In the public arena, every day brings hand - wringing from leaders in
government and business over the increasing strains on social safety nets and health -care
systems. On a personal level, we want to know where we'll live, how we'll take care of ourselves, and
whether we'll enjoy meaning and dignity as we age. How should we respond to the aging of America?
Of course, there are societal and personal challenges that may seem daunting and must be addressed.
But it's not all dire news. Aging Americans want to remain healthy, active, engaged, and contributing
members of society. They represent not only a challenge but also an opportunity the chance to build
a better and stronger America.
Across the country, leaders are developing exciting solutions to enable successful aging. Policymakers
are driving senior - sensitive civic projects to improve aging lives. With 80 million boomers on their
way to senior status, entrepreneurs and business leaders are seeking to capitalize on the emerging
opportunities presented by the massive longevity economy. Innovation abounds —from new approaches
to wellness and health -care delivery, to senior - friendly housing and transportation systems, to encore
education, career, and engagement opportunities, to aging- centered technologies and social networks,
to travel, entertainment, and leisure.
To shine a light on the best of these programs and encourage new ones, the Milken Institute is proud
to present the first Best Cities for Successful Aging– index, which measures, compares, and ranks the
performance of 359 U.S. metropolitan areas in promoting and enabling successful aging.
INTRODUCTION
What Is
Successful
Aging?
Successful aging is vitally important to all of us. Weal I want it for ourselves, and
for our parents and grandparents. While each one of us has specific interests,
needs, and priorities related to our own aging, at the Milken Institute, we define
successful aging in America this way:
We want to live in places that are safe, affordable, and comfortable.
We compiled statistics on cost of living, employment growth, jobless
rates, income distribution, crime rates, alcoholism, and weather.
We want to be healthy and happy. We looked at a range of factors,
including the number of health professionals, hospital beds, long -term
hospitals, and facilities with geriatric, Alzheimer's, dialysis, hospice, and
rehabilitation services. We also examined hospital quality and affiliation
with medical schools. To determine the general wellness of a community,
we studied the rates of obesity, diabetes, Alzheimer's, smoking, and
mental illness and looked at the availability of recreation, wellness
programs, and other healthy pursuits.
A We want to be financially secure and part of an economy that enables
opportunity and entrepreneurship.
We examined each area's tax burden, small- business growth, poverty
levels, and employment rates for those 65 -plus, and the number of
reverse mortgages.
A We want living arrangements that suit our needs. We compiled
statistics on the costs of homeownership and rental housing, nursing
homes, assisted living facilities, and home health -care providers, and
checked for programs that help pay for senior housing.
We want mobility and access to convenient transportation systems
that get us where we want and need to go.
We studied commute times, fares, the use of and investment in transit for
the public and for seniors specifically, and the number of grocery stores
and other key retailers.
A We want to be respected for our wisdom and experience; to be
physically, intellectually, and culturally enriched; and to be connected
to our families, friends, and communities. We compiled statistics
on volunteerism, employment opportunities, and factors relating to
encore careers, and we reviewed indicators including access to fitness
and recreational facilities, training and education, senior enrichment
programs, museums, cultural and religious institutions, libraries, and
YMCAs, as well as the proportion of the population 65 and older.
We used all those factors and more to develop our Best Cities for Successful
Aging index. The overall rankings are based on eight subcomponents (general
indicators, health care, wellness, living arrangements, transportation/
convenience, financial well- being, employment/education, and community
engagement). Each subcomponent is based on multiple individual indicators -
78 indicators in all.
2
HOW*�
a
There have been aging rankings before, often based on opinion and speculation,
or focused on a limited aspect of aging. But the Milken Institute's data - driven
the Index
approach represents a deeper level of analysis. Developed by our research staff
with input from our Best Cities for Successful Aging Advisory Committee
Different?
(see page 57 for the list of experts), the index rankings are based on a weighted,
multidimensional methodology that examines the factors above and others that
help determine the quality of life for older Americans.
Don't confuse the Milken Institute Best Cities for Successful Agingindex with the
many rankings and opinion polls that identify the sunniest or most inexpensive spots
to live out retirement. Up to 90 percent of older Americans want to age in place,
according to a recent survey by AARP, and our goal is to enhance their communities
so they can do so with the greatest quality of life possible.
As you review the findings, you will see three main rankings for each city: one for the
aging population overall, one for those 80 and older, and one for those 65 -79. We
created the two sub - indexes because we recognize that seniors 80 and older may
have different needs than their 65- year -old counterparts.
While the three main rankings rely on the same data sets, the data are weighted
somewhat differently. For those 80 -plus, we give more weight to factors such as
health care and weather, while the sub -index for those 65 -79 focuses more on active
lifestyles and engagement opportunities. The overall rankings are not simply an
average of the metro's performance in the sub - indexes, but are the result of their own
weighting convention. (For detailed information on how the indicators are weighted,
see page 37.)
The index also has separate rankings for the 100 largest cities and 259 smaller
metropolitan areas to account for the disparity in their potential resources and the
lack of certain data for the smaller metros.
What Is
The Milken Institute's objectives for the Best Cities for Successful Aging index
are straightforward. We want to generate virtuous competition among cities
the Goal?
and galvanize improvement in the social structures that serve aging Americans.
We want to encourage and promote best practices and innovation. We want to
catalyze solutions- focused dialogue among thought leaders, decision - makers, and
stakeholders. In short, we want to shape the future and spread successful aging
across America.
We're pleased to congratulate the public- and private- sector leaders of the Milken
Institute Best Cities for Successful Aging on their communities' accomplishments.
We look forward to their ongoing achievements and to acknowledging the work of
other innovative leaders as they push to improve their metros' rankings.
Large Metros
N
The Top 20 of the large Best Cities for Successful Aging may
come across as geographically unconventional. While Florida
and Arizona may be hot spots for Itirees, no cities from
those two states made the list. What did the Top 20 have in
common? They performed well in many or most of the eight
r
r
i
broad categories general indicators, health care, wellness,
living arrangements, transportation and convenience, financial,
education and employment, and community engagement or
they wouldn't have made the Top 20. But common themes
include opportunities to work and volunteer, a learning
environment, top -notch health care, an active lifestyle, great
connectivity, and easily accessible conveniences. While not
every metro passed each category with flying colors, they often
performed well in specific indicators within these categories,
so we note many of those successes as well. In the pages that
follow, we have identified what each of these metros does well
along with opportunities for improvement.
GENERAL 1 5TH
HEALTHCARE 67TH
r WELLNESS 1 ST
FINANCIAL 3RD
NAILED IT: ✓
Healthy, active lifestyle
• Smoking and binge drinking rates are low.
• The metro's diabetes rate is the fourth lowest among the 100 largest metros.
Combined with low obesity, this suggests residents suffer fewer chronic diseases.
• More than 5 percent of the population walks to work.
• The metro has the fewest fast -food outlets per capita, so unhealthy choices
are less available.
Access to quality care and other services
• Three of the seven medical centers are Magnet hospitals.
• It has ample continuing -care facilities.
• The state of Utah (city -level data isn't available) has one of the
largest pools of caregivers.
• Residents have easy access to grocery stores and conveniences.
Vibrant economy cultivates learning, enrichment
• Employment and personal incomes are growing.
• It ranks first in growth of small businesses over the past five years.
• The metro leads the rankings in per capita college enrollment and
ranks high in universities and community colleges.
• It has the lowest poverty rates among seniors.
Safety, security, and a sense of community
• The crime rate is low.
• Commute times are short.
• It has one of the highest numbers of volunteers per capita.
• Many seniors live with their children.
NEEDS WORK: f
• Despite a vital economy and the smallest percentage of seniors living below
the poverty line, the metro has the highest unemployment rate for those 65
and older of the 100 largest metros.
• Provo -Orem is an expensive place to live.
• The metro needs to improve its pool of health -care providers and certain
specialized facilities.
5
AM LIVING ARRANGEMENTS 61ST
fe EMPLOYMENT /EDUCATION 3RD
Wk TRANSPORTATION 66TH
A% COMMUNITY ENGAGEMENT 27TH
TAKEAWAY:
Provo has a relatively young population, but
more older Americans have been moving to
the metro over the past decade. A learning
environment and vibrant economy provide
opportunities for a second career and retraining.
The presence of Brigham Young University, one
of the largest private universities in the U.S.,
and a pro- business environment make Provo
the No. 1 city on our list. It also boasts a low
incidence of chronic disease, thanks to healthy
lifestyles and a focus on wellness. Provo is an
excellent location for seniors who are relocating
or hoping to age in place, with safety, security,
high community engagement, quality health
care, a healthy lifestyle, and opportunities for
second careers and entrepreneurship.
TOP 20 LARGE METROS
FOR AGES 65 -79 ,-
N0. C NO-4
i,J FOR AGES 80+
GENERAL 69TH
HEALTH CARE 1 ST
WELLNESS 8TH
FINANCIAL 37TH
LIVING ARRANGEMENTS 54TH
EMPLOYMENT /EDUCATION 21sT
TRANSPORTATION 69TH
COMMUNITY ENGAGEMENT 6TH
NAILED IT- ✓
Comprehensive health care
• Solid pool of physicians, orthopedic surgeons, psychologists, and nurses
and ample continuing -care facilities.
• Hospitals include geriatric, Alzheimer's and rehab facilities.
• 8 of 9 hospitals are JCAHO- accredited.
Culture and recreation
• Recreational facilities, fitness centers, and YMCAs are abundant.
• Libraries, museums, religious institutions, etc., are readily available.
Good economic environment
• Employment is growing in sectors where seniors have higher job prospects,
and the poverty rate among seniors is low.
NEEDS WORK: /A
Neighborhood improvements
• Senior transportation is lacking and fares for public transportation are high.
• Binge drinking is prevalent in this college town.
• More grocery/convenience outlets would improve access for seniors.
Expensive for the Midwest
• Housing is pricy.
Lij Q Home to the respected University of Wisconsin, Madison is a hub of innovation and intellectual stimulation. A mid -size
city with its own quality health -care system and cultural events, Madison and its residents also benefit from being just
c 150 miles from Chicago's amenities, services, and consumer markets.
FOR AGES 65 -79 ,,
N0.7 N0.3
FOR AGES 80+
GENERAL 25TH
HEALTH CARE 5TH
WELLNESS 54TH
FINANCIAL 41sT
LIVING ARRANGEMENTS 6TH
EMPLOYMENT /EDUCATION 5TH
TRANSPORTATION 50TH
COMMUNITY ENGAGEMENT 12TH
NAILED IT- ✓
Expert health care
• Plenty of hospital beds and nursing facilities.
• Hospitals affiliated with local medical schools suggest state -of- the -art
medical technologies and a hotbed of innovation.
Employment - friendly
• Low jobless rate overall and high employment among seniors.
• Cost of living is relatively low.
• Commute times are on the short side.
NEEDS WORK: f
Medical shortcomings and unhealthy behavior
• The metro needs more long -term hospitals and MRI clinics.
• High smoking, binge drinking, and soda consumption might increase
chronic disease.
• Seniors need to be more physically active.
W Q The Greater Omaha area hosts the headquarters of five Fortune 500 companies, which contribute significantly to the
cc area's financial well -being and are a testament to its low -cost environment. The metro is becoming a health -care hub
Q for the surrounding area and a popular place for holding conferences.
FOR AGES 65 -19 ,-
N0. 6 , -' N0. i
- -__ FOR AGES 801+
GENERAL 24TH
HEALTH CARE 4TH
WELLNESS 5TH
FINANCIAL 72ND
LIVING ARRANGEMENTS 82ND
EMPLOYMENT /EDUCATION 13TH
TRANSPORTATION 2ND
COMMUNITY ENGAGEMENT 1 5TH
NAILED IT. ✓
Mecca for medical professionals
• Doctors, physical therapists, nurses, psychologists, and orthopedic
surgeons are plentiful.
• Fitness centers are readily available, and many walk to work, indicating
a healthy lifestyle.
Careers and convenience
• Employment is high for those 65 +.
• Public transport is used regularly, and grocery and convenience stores
are ample.
NEEDS WORK: /A
Big -city blues
• The cost of living is high, owing to housing prices.
• Commuting times aren't for the faint of heart.
• Assisted living facilities can be pricy.
• Residents bear the brunt of higher taxes, and small businesses struggle.
Lij Q It almost goes without saying: Few places are as innovative or offer as many opportunities for education and retraining
as the Greater Boston area, home to more than 100 colleges and universities. For culture vultures, the area is full of
c theaters, historic places, lively lectures, and music venues.
York—Northern
Jersey—Long Island,
N0, FOR AGES 65 -79 ,-
N0.3 N0.2
NAILED IT. ✓
FOR AGES 80+
Superb connectivity to amenities
out of 100
• It's no surprise that this transit - accessible metro ranks first in number of
passenger trips per capita.
GENERAL 45TH
• Cultural enrichment opportunities include world -class museums, religious
institutions, art and entertainment venues, etc.
HEALTH CARE 24TH
Job opportunities
p
• Unemployment is low among 65+ residents. A relatively large service
WELLNESS 9TH
sector improves seniors' chances of securing jobs.
91ST
• The area has a strong fiscal base and ranks high in bank deposits per
FINANCIAL
capita.
LIVING ARRANGEMENTS 76TH
NEEDS WORK: f
A pricy place to be
EMPLOYMENT /EDUCATION 4TH
• The poverty rate among those older than 65 is high.
TRANSPORTATION ST
• The cost of living and tax burden are considerable.
• Despite all that public transit, fares are high and commute times
COMMUNITY ENGAGEMENT 33RD
significant.
W Q Greater New York hosts two of the Top 20 hospitals in the U.S. Despite being the nation's financial capital, it did poorly
cc in the financial category because of high taxes and many seniors facing financial distress. If you can afford to live
Q
there, the area has all the big -city amenities —and all the negatives, too.
TOP 20 LARGE METROS
140• TIE FORAGES 65 -79 ,-
6 NO. 8 NO-6
- -__ FOR AGES 80+
GENERAL 33RD
HEALTHCARE 19TH
WELLNESS 46TH
FINANCIAL 9TH
LIVING ARRANGEMENTS 10TH
EMPLOYMENT /EDUCATION 16TH
TRANSPORTATION 45TH
COMMUNITY ENGAGEMENT 4TH
NAILED IT- ✓
Available, affordable care
• Geriatric, Alzheimer's, hospice, and rehab services are readily available.
• Nursing and assisted - living facilities are relatively inexpensive.
• Happy -go -lucky population has low incidence of mental distress.
Ready employment
• Des Moines has high employment growth.
• A relatively large service sector offers job opportunities for seniors.
• The average commute time is short.
Cultural, educational, and community engagement
• As Iowa's cultural center, Des Moines boasts museums and other venues.
• The metro has an active senior volunteer scene.
NEEDS WORK: /A
Lack of quality health care
• While care is available and affordable, Des Moines lacks magnet
and long -term hospitals.
• Few seniors are engaged in regular leisure time physical activity.
• Caregivers are in short supply.
Lij Q Des Moines has dynamic financial services and insurance industries, and its economic outlook is bright. However, the
car is still king in this mid -size Midwestern city, making it difficult for seniors who no longer drive. Des Moines ranks
c 45th out of 100 in the transportation /convenience indicator.
N0, FOR AGES 65 -79 ,-
6 N0 NO 1
i
4
_, ,,,,, FOR AGES 80+
GENERAL 92ND
HEALTH CARE 32ND
---------------------------------------
WELLNESS 12TH
FINANCIAL 2ND
LIVING ARRANGEMENTS 94TH
EMPLOYMENT /EDUCATION 8TH
TRANSPORTATION 10TH
---------------------------------------
COMMUNITY ENGAGEMENT 17TH
NAILED IT- ✓
Solid financial infrastructure
• A solid financial base with a high volume of bank deposits.
• The tax burden is relatively low.
Access to conveniences
• Seniors have easy access to financial institutions.
• Public transit fares are low, and grocery stores are readily available.
Learning environment
• It's home to many educational institutions, including community colleges.
Abundant health -care specialists
• The metro has a high density of orthopedic surgeons and physical therapists.
NEEDS WORK: f
Pricy living, crime concerns
• Salt Lake City endures a high crime rate.
• The cost of living is steep.
Quality of care
• Better quality nursing homes and hospitals are needed.
W Q Salt Lake City has a strong economy with solid financial infrastructure and a well- educated population. It's a perfect
place for someone looking to engage in a second career or start a business, given the atmosphere and ready access to
cc
R education and retraining. However, safety is a big concern.
8
FOR AGES 65 -79 ,,
N0.
12, , N0.
-__ FOR AGES 80+
GENERAL 36TH
HEALTH CARE 28TH
WELLNESS 28TH
FINANCIAL 28TH
LIVING ARRANGEMENTS 2ND
EMPLOYMENT /EDUCATION 31ST
TRANSPORTATION 34TH
COMMUNITY ENGAGEMENT 23RD
NAILED IT- ✓
Quality health care
• The area has 11 JCAHO- accredited hospitals.
• Toledo tops the rankings in availability of nursing beds per capita.
Affordable and active
• It boasts some of the lowest housing and rental prices of the Top 20 large
metros.
• A high percentage of seniors are physically active.
• Golf courses, parks, and other recreational opportunities are plentiful.
NEEDS WORK: /A
Less- than - vibrant economy
• Growth in employment and incomes is stagnant.
• Business startups have been balky over the past five years.
• Small service base makes it difficult for older people to find jobs.
wi Q Toledo is a safe, affordable city with excellent health care and recreational facilities. But the economic environment
makes it more difficult to find employment or start a new business. And although the metro is proud of its quality
c hospitals, it lacks specialized medical facilities.
9
Washington—Arlington—Alexandria,
.10, FOR AGES 65 -79 ,-
N0.4 N0.
1
9
NAILED IT. ✓
Employment opportunities
out of 100 FOR AGES 80+
• The jobless rate both overall and for those 65+ is low.
• More service - sector than manufacturing jobs suggests seniors have a good
GENERAL 26TH
chance of finding employment.
----------------------------------- - - - - --
Excellent connectivity
HEALTH CARE 31ST
• The metro area has a sound transportation system with the third - highest
volume of passenger trips among the large metros.
WELLNESS 26TH
• Its many educational institutions can be tapped for education, retraining,
and interesting coursework.
FINANCIAL 31ST
• Museums and other points of interest provide opportunities to volunteer.
LIVING ARRANGEMENTS 98TH
NEEDS WORK: f
Capital of costly living
EMPLOYMENT /EDUCATION 2ND
• Housing prices and rent are pricy, one of several reasons the metro ranked
poorly in the living arrangements category.
TRANSPORTATION 3RD
• The tax burden is relatively high.
COMMUNITY ENGAGEMENT 63RD
• Even the fares for public transportation are expensive.
W Q The Washington, D.C., metro area is a prime spot for seniors who want to work, further their education, or find satisfying
cc volunteer work. But the area is pricy and ranks below the median in community engagement in part because its
R
population skews younger, so seniors have fewer contemporaries.
9
TOP 20 LARGE METROS
ID, FOR AGES 65
10 -7
N °.
10 5 -7,9 9 NO. 13
- -__ FOR AGES 80+
GENERAL 22ND
HEALTH CARE 33RD
WELLNESS 25TH
FINANCIAL 59TH
LIVING ARRANGEMENTS 44TH
EMPLOYMENT /EDUCATION 6TH
TRANSPORTATION 13TH
COMMUNITY ENGAGEMENT 7TH
NAILED IT- ✓
Safe and affordable
• Pittsburgh is an inexpensive place to live.
• Its crime rate is relatively low.
Highly engaged community
• It has an abundance of fitness and recreational facilities, including YMCAs.
• Seniors can connect with their peers, thanks to a large concentration of
65+ residents.
• Many community colleges are available for education and retraining.
NEEDS WORK: f
Unhealthy practices and living arrangements
• The obesity rate for seniors is among the worst for large metros.
• Despite a high number of fitness centers, most seniors are not
physically active.
• Pittsburgh has a high incidence of binge drinking.
• It ranks 94th out of 100 in the share of seniors caring for children.
• Nursing homes are expensive and their quality lacking.
Lij Q Top -tier education and research centers, museums and libraries, safe and affordable neighborhoods, and significant
community engagement make Pittsburgh a suitable place for seniors. Although opportunities for education and
c retraining are available, this metro lacks mom - and -pop entrepreneurial activities.
NO.1,JL
out of 100
GENERAL 10TH
FOR AGES 65 -79 ,,
N0. 5
13.. N °.
FOR AGES 80+
HEALTH CARE- RD
- -------------43-------------------------
WELLNESS 6TH
FINANCIAL 43RD
LIVING ARRANGEMENTS 73RD
EMPLOYMENT /EDUCATION 59TH
TRANSPORTATION 4TH
COMMUNITY ENGAGEMENT 54TH
NAILED IT- ✓
Health- conscious, connected inhabitants
• Smoking and obesity rates are among the lowest in the Top 20 large
metros.
• Soda consumption per capita is also minimal.
• Many use public transportation, and grocery stores are nearby.
Top -notch hospitals and nursing homes
• JCAHO- accredited hospitals.
• The area has a ready supply of continuing -care facilities.
NEEDS WORK: f
Expensive living
• Housing and rental prices, respectively, rank 98th and 96th out of 100.
• Fares for public transportation are expensive.
• The tax burden is high.
Inequality and a sluggish economy
• Employment growth is balky.
• Income is unevenly distributed.
W Q Beautiful weather, picturesque landscapes and a lively atmosphere make the metro by the Bay a desirable place to live.
Top -notch health care, an innovative business atmosphere, public transit, and active lifestyles only add to its appeal.
Q But the metro area has its flaws: It's extremely pricy to live in paradise.
10
NO12
FOR AGES 65 -79 ,-
N0. 6. 6+ N0. 9
1-' ,
FOR AGES 80+
GENERAL 41sT
HEALTH CARE 2ND
WELLNESS 96TH
FINANCIAL 40TH
LIVING ARRANGEMENTS 17TH
EMPLOYMENT /EDUCATION 45TH
TRANSPORTATION 41ST
COMMUNITY ENGAGEMENT 80TH
NAILED IT- ✓
Large pool of health -care providers
• The metro has abundant hospital and nursing beds, orthopedic surgeons,
nurses, caregivers, and dialysis centers.
• Hospitalization and assisted living are relatively inexpensive.
Wallet issues and neighborhood
• Binge drinking isn't much of a factor in the metro.
• Jackson has a low tax burden.
NEEDS WORK: f
Quality of health care
• JCAHO- accredited and Magnet hospitals are in short supply.
• The region lacks hospitals with Alzheimer's units and hospice services.
At risk for chronic diseases
• The metro ranks 98th out of 100 in the incidence of obesity, 99th in
diabetes.
• Although there are fewer fast -food outlets, unhealthy food choices at home
(high soda consumption) are putting residents at risk for chronic disease.
Safety concerns
• The metro area suffers high rates of crime and fatal car crashes.
W Q This city has a strong pool of health -care providers and colleges, including the University of Mississippi.
However, unhealthy lifestyles suggest residents will need more quality health care in the future. A dearth of cultural
c enrichment opportunities hurts its ranking in this regard.
N0.
FOR AGES 65 -79
N0. 19
14 "NO.
FOR AGES 80+
GENERAL 59TH
HEALTH CARE 6TH
WELLNESS 9TH
FINANCIAL 92ND
LIVING ARRANGEMENTS 62ND
EMPLOYMENT /EDUCATION 20TH
TRANSPORTATION 14TH
COMMUNITY ENGAGEMENT 24TH
NAILED IT- ✓
Expert health care
• Top -notch facilities with university affiliations suggest dependable,
innovative health care.
• The metro has plenty of physicians and medical providers.
• Fast -food outlets are relatively few.
Easy access to stores and employment
• Many grocery and convenience stores mean seniors don't have to travel far
to shop.
• Many people take advantage of public transportation.
• Employment opportunities for 65+ are abundant.
NEEDS WORK: f
Costly care and living arrangements
• Inpatient hospitalization, nursing rooms, and assisted - living facilities are
expensive.
• The tax burden is high along with the cost of living.
Signs of financial distress
• The metro has one of the highest amounts of reverse mortgages.
W Q Greater Baltimore enjoys the benefits of Johns Hopkins University and its proximity to Washington, D.C., offering
cc residents opportunities in education, retraining, and cultural fulfillment. However, living arrangements are expensive,
R and small- business growth is sluggish.
11
TOP 20 LARGE METROS
N0.
14
out of 100
GENERAL 35TH
FOR AGES 65 -79 ,- i
NO.9 NO. 16
FOR AGES 80+
HEALTH CARE 62ND
WELLNESS 62ND
FINANCIAL 1 ST
LIVING ARRANGEMENTS 60TH
EMPLOYMENT /EDUCATION 66TH
TRANSPORTATION 20TH
COMMUNITY ENGAGEMENT 94TH
NAILED IT- ✓
Robust economy and investment in transportation
• High levels of income and employment growth contribute to residents'
economic well- being.
• It has a low tax burden.
• The metro has many financial institutions and a low amount of reverse
mortgages.
• Investment in transportation helps seniors to be more mobile.
Affordable, accessible health care
• Long -term hospitals, dialysis centers, home health -care providers, and
caregivers are abundant.
• Assisted living and nursing rooms are relatively inexpensive.
NEEDS WORK: f
Seniors' socioeconomic status
• High poverty rate among seniors.
• More senior volunteer activities are needed.
Wellness woes, accessibility
• The metro needs more JCAHO- accredited hospitals, Alzheimer's units, and
hospice services.
W Q ; Baton Rouge enjoys a thriving economy, a great medical school, and its status as the state capital. However, job
opportunities for those 65+ are limited, and community engagement is on the low side with few volunteer opportunities
Q ; and a smaller population of seniors with whom to socialize.
NO15
FOR AGES 65 -79 i 7
N0. 1 / N0. 1 /
FOR AGES 80+
GENERAL 49TH
HEALTH CARE 3RD
WELLNESS 92ND
FINANCIAL 29TH
LIVING ARRANGEMENTS 26TH
EMPLOYMENT /EDUCATION 28TH
TRANSPORTATION 64TH
COMMUNITY ENGAGEMENT 89TH
NAILED IT- ✓
Community and economic factors
• The metro has a low tax burden, low unemployment, and strong income
growth.
• Heavy investment has been made in senior transportation.
Accessible, affordable health care
• Hospital beds and specialty care (geriatrics, rehabilitation, and
Alzheimer's) are ample.
• Inpatient care and assisted living are inexpensive.
• The area has a large pool of physicians, nurses, and orthopedic surgeons.
NEEDS WORK: f
Threats to health and well -being
• High crime and car fatality rates.
• Limited supply of continuing -care facilities.
• Few people are physically active, and community engagement suffers from
small number of YMCAs.
• Lack of physical activity and high soda consumption at home may be
associated with high obesity and diabetes rates in the metro.
W Q This capital city, home of the University of Arkansas and its medical school, has great health care, a low cost of living,
cc and a learning environment. But a less active population and unhealthy eating habits breed chronic disease in the
Q metro. High rates of crime and fatal car crashes add to these woes.
12
o16
FOR AGES 65 -79 ,-
N0.15. -'' N0.17
FOR AGES 80+
GENERAL 27TH
HEALTH CARE 21ST
WELLNESS 29TH
FINANCIAL 84TH
LIVING ARRANGEMENTS 65TH
EMPLOYMENT /EDUCATION 17TH
TRANSPORTATION 6TH
---------------------------------------
COMMUNITY ENGAGEMENT 36TH
NAILED IT. -/
Mobility and convenience
• A high number of passenger trips suggests good public transportation,
and fares for seniors are low.
• There are plenty of conveniences in the metro.
Work or homework?
• Unemployment is low among those 65 +.
• Educational facilities are plentiful for retraining and other coursework.
• A relatively large service sector increases seniors' job prospects.
NEEDS WORK: f
A pricy place to be
• Assisted living is costly.
• The tax burden is relatively high.
• Reverse mortgages are numerous, and small businesses are struggling.
• The metro area ranks 75th out of 100 for the share of those 65 and older
living in poverty.
W Q Greater Philadelphia, a hotbed for pharma, has a large share of medical services and research facilities. It is well-
c; connected, with many educational facilities, historic landmarks, and cultural venues, not to mention its proximity to
other major cities in the Northeast. But all those amenities don't come cheap.
NO. 17TIE
out of 100
GENERAL 68TH
FOR AGES 65 -79 ,-
N0.18 . N0.27
FOR AGES 80+
HEALTH CARE 11 TH
WELLNESS 13TH
FINANCIAL 3RD
LIVING ARRANGEMENTS 8OTH
EMPLOYMENT /EDUCATION 2TH
TRANSPORTATION 28TH
COMMUNITY ENGAGEMENT 43RD
NAILED IT- ✓
Broad access to health care
• The metro has many JCAHO- accredited hospitals, MRI clinics, and health-
care providers, particularly physical therapists and orthopedic surgeons.
Active, mobile, and engaged population
• Many people walk to work.
• An abundance of libraries, golf courses, parks, etc., are available.
• The metro boasts high levels of college enrollment, thanks to community
colleges and Syracuse University.
NEEDS WORK: f
Medical shortcomings
• A limited number of hospitals have dialysis or Alzheimer's units.
• Nursing -home ratings are relatively low, and nursing rooms are expensive.
Limited convenience, expensive transit
• Fares are high.
• The metro needs more financial institutions and convenience stores
to improve accessibility.
W Q A university town with quality health care, Syracuse enjoys the slower pace of a mid -size burg but with access to larger
cc metros like Rochester, Albany, and New York. The metro's weaknesses include living arrangements, a high tax burden,
Q and, of course, the weather.
13
TOP 20 LARGE METROS
.U.IA, ,-
out of 100
GENERAL 63RD
FOR AGES 65 -79 n
NO. 2Z, NO
.Z9
FOR AGES 80+
HEALTH CARE 501H
WELLNESS ZND
FINANCIAL ZZND
LIVING ARRANGEMENTS 99TH
EMPLOYMENT /EDUCATION 81 ST
TRANSPORTATION 24TH
COMMUNITY ENGAGEMENT 1 ST
NAILED IT- ✓
Workouts and wellness
• The metro has many recreational centers and high levels
of physical activity among seniors.
• Smoking and soda consumption are lower than all but a few
of the metro's big -city peers.
• Residents have fewer health problems such as mental distress,
diabetes, and obesity.
Culture and conveniences
• The area has plenty of banks, grocery stores, museums, etc.
Safe, secure, and engaged
• High levels of senior volunteerism.
• Low crime rates.
NEEDS WORK: f
Living arrangements
• Housing, rentals, and assisted - living facilities are pricy.
• Nursing homes and continuing -care facilities are expensive.
• More long -term hospitals and hospital beds are needed.
W Q The metro is highly connected to New York City and is a global financial center. One of the safest places to live, the
metro has educated residents who support all kinds of arts and culture. While residents are engaged and healthy, the
c metro ranks 99th in living arrangements due largely to cost and housing needs.
NO19
FOR AGES 65 -79 ,,-
N0. 24. N0.23
FOR AGES 80+
GENERAL 61 ST
HEALTH CARE 49TH
WELLNESS 59TH
FINANCIAL 89TH
LIVING ARRANGEMENTS 4TH
EMPLOYMENT /EDUCATION 7TH
TRANSPORTATION 9TH
COMMUNITY ENGAGEMENT 1 9TH
NAILED IT- ✓
Affordable housing and good connectivity
• Average commute time is low, and so is the fare.
• Ample opportunities for learning/education.
• Rental prices are relatively low.
Access to health care
• A large proportion of hospitals offer geriatric, hospice, and rehabilitation
services.
• Long -term hospitals are abundant.
NEEDS WORK: f
Cracks in healthcare access
• The metro needs Magnet hospitals and Alzheimer's units.
• More orthopedic surgeons would be desirable.
Quality -of -life concerns
• High binge- drinking rates and the prevalence of fast -food outlets threaten
public health.
• Poor nursing -home ratings suggest a lower quality of life for seniors
in those institutions.
W Q Scranton offers a low cost of living, a large senior population, and a low crime rate. It benefits from its proximity to the
cc services, cultural events, and markets of Philadelphia. Owing to educational /retraining opportunities, the metro ranks
R high in the employment category. However, its economy is struggling.
14
NO-20
FOR AGES 65 -79 ,,-
NO. NU. 37
FOR AGES 80+
GENERAL 16TH
HEALTH CARE 55TH
WELLNESS 22ND
FINANCIAL 75TH
LIVING ARRANGEMENTS 75TH
---------------------------------------
EMPLOYMENT /EDUCATION 1 ST
TRANSPORTATION 91 ST
COMMUNITY ENGAGEMENT 75TH
NAILED IT- ✓
Robust economy that invests in seniors
• High income growth coincides with low levels of unemployment and less
inequality in income.
• Educational institutions offer career enrichment opportunities, and a
relatively large service sector provides more job opportunities for seniors.
Quality of care
• The metro's nursing homes are highly rated.
• There are many university - affiliated hospitals and a large pool of mental -
health professionals.
• Residents have a high life expectancy at age 65, implying superior quality
of life.
NEEDS WORK: f
Housing challenges
• The availability of nursing rooms is limited.
• Housing, rentals, and assisted living are costly.
More health care
• The scarcity of caregivers and fitness facilities is problematic.
• Alzheimer's units and MRI clinics are sorely needed.
W Q This prime tourist spot is an expensive place to live. But it offers an excellent quality of life, good health care, and
many employment opportunities for seniors. The metro needs a more efficient transport system. Although ridership is
c high, fares are expensive. A long commute time adds to residents' transportation woes.
INTERACTIVE DATA
Infographics and data for each metro area as well as tools for policymakers
can be found at www. miIkeninstitute .org /successfulaging.
15
d
GENERAL 41sT
HEALTHCARE 8TH
r WELLNESS 56TH
FINANCIAL 1ST
NAI LEI
Booming cuu,,u,,,y, bullu uuauuiai uaac
• Employment for those 65 and older is the highest among the 259 small metros.
• The metro has one of the lowest unemployment rates of the small metros.
• It ranks first for amount of bank deposits; the number of financial institutions
ensures easy access.
• A relatively large service sector implies more job opportunities for seniors.
• Low commute time ensures a stress -free ride to work.
Senior - friendly state and local policies
• The metro has one of the strongest bases of seniors enrolled in Medicare.
• The state ranks high in investment in public transportation and state funding
for seniors.
• Inpatient expenses are the lowest of the small metros.
• Many hospitals have rehabilitation services and hospice care.
• The metro has an ample number of physicians and nurses.
• Residents enjoy a decent quality of life.
NEEDS WORK:
Affordability
• It ranks 124th among the 259 small metros in cost of living, and the variation
in incomes is high.
• The metro ranks low in living arrangements due to high home and rental prices.
Ease of access
• Although the state invests heavily in senior transportation, overall ridership
remains low.
• More neighborhood grocery stores and other conveniences are needed to
improve accessibility.
Health -care providers
• Sioux Falls has a high incidence of Alzheimer's cases and needs more hospitals
with Alzheimer's units to care for them.
• Home health -care providers and caregivers are in short supply.
• The metro needs quality nursing homes.
17
iii LIVING ARRANGEMENTS 167TH
VIIII EMPLOYMENT /EDUCATION 4TH
Wk TRANSPORTATION 61sT
At COMMUNITY ENGAGEMENT 6TH
TAKEAWAY:
With a booming economy, low unemployment,
and a rapidly growing financial infrastructure,
Sioux Falls is a good place for seniors who want
to work or start a second career. Its hospitals
specialize in geriatric services, hospice, and
rehabilitation, and the metro has recreation and
an active lifestyle. But seniors might be turned
off by the inclement weather and lack
of contemporaries.
TOP 20 SMALL M
N0, FORAGES65 -79 ,-
2
No- N0 i
FOR AGES 801+
GENERAL 33RD
HEALTH CARE 2ND
WELLNESS 136TH
FINANCIAL 61ST
LIVING ARRANGEMENTS 1 46TH
EMPLOYMENT /EDUCATION 11TH
TRANSPORTATION 3RD
COMMUNITY ENGAGEMENT 51ST
NAILED IT- ✓
Plenty of specialists
• Many hospitals have specialized units for geriatric services, hospice, and
Alzheimer's patients.
• The pool of orthopedic surgeons and physical therapists is large.
Work, ride, and study
• Iowa City has one of the lowest unemployment rates among the small
metros.
• It ranks high in the number of passenger trips on public transportation.
• College enrollment is high.
NEEDS WORK: f
Wellness and caregivers
• Iowa City has a large number of fast -food outlets per capita and high soda
consumption, both threats to public health.
• A high incidence of Alzheimer's disease means residents may require more
specialized care and caregivers, which are in short supply.
Pricy living and senior housing demand
• The cost of living is high.
• The metro needs continuing -care facilities and home health -care providers.
W Q Home to the University of Iowa and its medical school, Iowa City has excellent health care, little crime, and relatively
few seniors below the poverty line. On the flip side, housing and rentals are pricier than the median for small metros.
c Although its population skews younger, the presence of a young working -age population implies a solid fiscal base.
N0, FOR AGES 65 -79 ,-
3 No.3 No.3
FOR AGES 80+
GENERAL 26TH
HEALTH CARE 4TH
WELLNESS 141ST
FINANCIAL 27TH
LIVING ARRANGEMENTS 1 29TH
EMPLOYMENT /EDUCATION 55TH
TRANSPORTATION 74TH
COMMUNITY ENGAGEMENT 1 5TH
NAILED IT- ✓
• Booming economy; employment growth over the past five years outpaces
most other small metros.
• Impressive growth of small businesses over five years and strong income
growth suggest an optimistic economic outlook.
Affordable, quality rare
• It ranks first in the number of Magnet and JCAHO- accredited hospitals.
• Medical school affiliation ensures innovation and quality care.
• Assisted - living and inpatient costs are low.
Community engagement
• The state has the highest rate of senior volunteers among the small metros.
• Investment in senior transportation is significant.
NEEDS WORK: f
Affordability issues
• The price of housing is above the median for the small metros; however,
rents are below the median.
• High income inequality and the number of seniors living below the poverty
line are concerning.
W Q The capital city is reaping the benefits of North Dakota's oil and gas boom. It ranks high in senior employment, and the
large service sector increases the chances of finding a job. If weather is not a high priority, Bismarck offers excellent
Q opportunities for working seniors.
18
N0, FORAGES65 -79 ,-
.___ FORAGES80+
GENERAL 155TH
HEALTH CARE 3RD
WELLNESS 209TH
FINANCIAL 8TH
LIVING ARRANGEMENTS 45TH
EMPLOYMENT /EDUCATION 25TH
TRANSPORTATION 64TH
COMMUNITY ENGAGEMENT 184TH
NAILED IT- ✓
Expert health care
• Many hospitals are affiliated with medical schools.
• The metro has abundant doctors, nurses, orthopedic surgeons, and
hospital beds.
• It ranks first among the small metros for number of hospitals with geriatric
services, rehabilitation services, and continuing -care facilities.
Strong tax base
• A large working -age population helps support services for seniors.
• The poverty rate is low among seniors.
NEEDS WORK: f
Specialized care, unhealthy behavior
• Columbia needs more long -term hospitals and hospitals with
Alzheimer's units.
• The metro has many fast -food outlets and high soda consumption, making
it no surprise that obesity rates are high as well.
Few chances for volunteering, recreation
• Columbia needs more museums, recreational facilities, YMCAs, etc.
• Parks, golf courses, etc., are in short supply.
W Q Thanks in part to a strong tax base, Columbia offers excellent educational facilities and health care. University-
c; sponsored research is an incubator for innovation and new businesses, which gives seniors access to cutting -edge
technology in health care and supports entrepreneurial activities. However, the metro is short on recreation and culture.
NU. FOR AGES 65 -79 ,-
5 No. 4
12. N0.
FOR AGES 80+
GENERAL 36TH
HEALTH CARE 1 ST
WELLNESS 58TH
FINANCIAL 200TH
---------------------------------------
LIVING ARRANGEMENTS 107TH
EMPLOYMENT /EDUCATION 127TH
TRANSPORTATION 171ST
COMMUNITY ENGAGEMENT 36TH
NAILED IT- ✓
A hub of health care
• The metro has a large pool of nurses, doctors, and orthopedic surgeons,
giving seniors ready access to health -care professionals.
• Hospital beds, nursing beds, and continuing -care facilities are plentiful.
Active, safe, and engaged
• The quality of life in Rochester is excellent, with low crime rates and
few fatal car crashes.
• Seniors volunteer at high rates.
NEEDS WORK: /A
Economic struggle
• Small- business growth is slow.
• It has one of the highest tax burdens among small metros
• The metro needs more financial institutions and a stronger fiscal base.
More mobility
• Investment in public transportation is needed to help seniors get around.
• More convenience stores would be helpful.
W Q The Mayo Clinic, one of the best hospitals in the nation, is located here. Needless to say, this has attracted many
health -care providers. Safe and secure neighborhoods offer a superior quality of life. But the sluggish economy and low
Q college enrollment are definite weaknesses.
19
TOP 20 SMALL M
N0, FOR AGES 65 -79 ,-
NO.0 N0.0+
. .___ FOR AGES 80+
GENERAL 141ST
HEALTH CARE 6TH
WELLNESS 167TH
FINANCIAL 75TH
LIVING ARRANGEMENTS 225TH
EMPLOYMENT /EDUCATION 19TH
TRANSPORTATION 4TH
COMMUNITY ENGAGEMENT 111TH
NAILED IT- ✓
Top -notch health care
• The metro has JCAHO- accredited hospitals and medical school affiliations
that spur innovation.
• The pool of nurses, doctors, and physical therapists is large.
A financially stable learning environment
• The University of Florida contributes to a robust economy, supporting a
large service sector and more job opportunities.
• It has a solid tax base in its young population and a high capital gains rate.
NEEDS WORK: f
Specialty care
• It needs long -term hospitals and facilities with hospice and rehabilitation
services.
• Gainesville is short on nursing beds and continuing -care facilities.
• The metro needs more caregivers.
Activity and engagement
• Senior vounteerism is low, partly due to fewer seniors in the metro.
• Healthful behavior at home is essential along with more parks, etc.
W Q Home of the University of Florida, Gainesville is a vibrant town with great weather and a strong fiscal base. The
university- affiliated Shands HealthCare system is one of the best in the nation. However, a slow economy and a
c small senior population in the metro might prevent seniors from relocating here.
FOR AGES 65 -79 ,-
N0. 7 , -' N0. A
FOR AGES 80+
GENERAL 226TH
HEALTH CARE 5TH
WELLNESS 89TH
FINANCIAL 34TH
LIVING ARRANGEMENTS 240TH
EMPLOYMENT /EDUCATION 52ND
TRANSPORTATION 7TH
---------------------------------------
COMMUNITY ENGAGEMENT 165TH
NAILED IT- ✓
Plethora of health -rare services
• The metro has a large pool of nurses, doctors, physical therapists, and
orthopedic surgeons.
• Many young professionals reside here, providing a steady flow of resources
to fund senior services.
Excels in transportation
• It has one of the highest rates of annual ridership on public transportation.
Learning environment
• College enrollment is high.
NEEDS WORK: /A
Tough economy for seniors
• Income growth has been slow for the five -year period.
• Overall employment growth is slow, and the percentage of seniors
employed is relatively small.
• Small- business growth has stalled in the past five years.
Unhealthy choices
• The metro has many fast -food outlets and high soda consumption.
W Q The University of Michigan at Ann Arbor is one of the best in the nation and offers a raft of cultural and educational
cc opportunities for residents. But living arrangements are expensive, and the economic environment makes it less than
Q ideal for seniors in the market for a second career.
20
ND. FOR AGES 65 -79 ,-
8 N0.9 NO. 16
FOR AGES 80+
GENERAL 227TH
---------------------------------------
HEALTH CARE 13TH
WELLNESS 24TH
FINANCIAL 25TH
LIVING ARRANGEMENTS 199TH
EMPLOYMENT /EDUCATION 32ND
TRANSPORTATION 39TH
COMMUNITY ENGAGEMENT 5TH
NAILED IT- ✓
Healthy lifestyle and health -rare system
• Diabetes and obesity rates are low.
• Hospitals are JCAHO- accredited.
• Missoula has hospitals affiliated with the University of Montana
medical school.
• Although many fast -food outlets are available, soda consumption at home
is low, which may explain low obesity and diabetes rates.
Cultural enrichment
• It's a hot spot for museums, religious institutions, and other cultural activities.
NEEDS WORK: f
Affordability and safety
• The metro has high income inequality.
• Its many fatal crashes may in part be a result of inclement weather.
Specialty services
• More hospitals with hospice, Alzheimer's units, and geriatric services are
called for.
• Nursing beds are plentiful, but quality is lacking
• Home health -care providers and caregivers are in short
Q ; Missoula enjoys the cultural, educational, and financial benefits of being a university town. It has quality health care
and many recreational facilities. However, it ranks near the bottom in income growth and inequality, weather, cost of
c living, and housing prices among the small metros.
ND, FOR AGES 65 -79 ,-
N0.
11.. N0.
FOR AGES 80+
GENERAL 144TH
HEALTH CARE 7TH
WELLNESS 106TH
FINANCIAL 109TH
LIVING ARRANGEMENTS SETH
EMPLOYMENT /EDUCATION 56TH
TRANSPORTATION 14TH
COMMUNITY ENGAGEMENT 197TH
NAILED IT- ✓
Quality hospitals, pool of providers
• Nurses, doctors, orthopedic surgeons, and physical therapists are abundant.
• The metro has many Magnet and medical school - affiliated hospitals.
• Quality nursing homes are available.
Growing economy, good public transportation, and learning environment
• Moderate employment growth together with small- business growth is great
for entrepreneurs.
• There has been considerable growth in industries that hire seniors, and
unemployment among seniors is very low.
• Durham has one of the highest numbers of annual passenger trips among
the small metros.
• High college enrollment signifies a learning environment.
• There is no dearth of recreational facilities.
NEEDS WORK: f
Safety and affordability
• The high crime rate is a concern.
• Cost of living and disparities in income are high.
W Q Home to Duke University and part of the famed Research Triangle, Durham is an excellent choice for overall access to
health care and medical innovation and for enjoying all the benefits top -notch educational institutions have to offer.
cc
R While home prices are expensive, rentals are not. However, the high crime rate makes safety a big concern.
21
TOP 20 SMALL M
NO10
FORAGGES65 -79 ,-
N0. 10""'111 N0. 12
FOR AGES 80+
GENERAL 61sT
HEALTH CARE 25TH
WELLNESS 83RD
FINANCIAL 38TH
LIVING ARRANGEMENTS 152ND
EMPLOYMENT /EDUCATION 20TH
TRANSPORTATION 71ST
COMMUNITY ENGAGEMENT 1 ST
NAILED IT- ✓
Strong economy for encore careers, volunteerism
• The metro has one of the highest employment rates for seniors and low
unemployment rates overall.
• South Dakota boasts one of the highest funding rates for senior services,
per capita.
• Seniors volunteer in high numbers and take advantage of the many
museums and entertainment centers.
Health rare geared toward seniors
• Inpatient hospitalization is relatively inexpensive.
• Life expectancy at 65 is high, implying good quality of life.
NEEDS WORK: /A
Specialty care and outdoor activities
• Rapid City needs more long -term hospitals and hospitals with Alzheimer's
units to respond to the high rates of Alzheimer's cases.
• Magnet hospitals are in short supply, as are quality nursing homes.
• It needs more home health -care providers and caregivers.
• More golf courses, parks, and trails would be helpful.
Q I Rapid City has a thriving economy with a major health -care center that serves the five -state region and an influx
of tourism due to nearby Mount Rushmore. However, home health -care providers, continuing -care facilities, and
Q ; quality nursing homes are in short supply.
N0. FOR AGES 65 -79
N0. 6 N0. O. 10
U
FOR AGES 80+
GENERAL 20TH
HEALTH CARE 129TH
WELLNESS 55TH
FINANCIAL 65TH
LIVING ARRANGEMENTS 163RD
EMPLOYMENT /EDUCATION 2ND
TRANSPORTATION 2ND
COMMUNITY ENGAGEMENT 38TH
NAILED IT- ✓
Strong economy, fiscal base, and senior engagement
• The overall unemployment rate is low.
• The metro ranks second among the small metros for college enrollment.
• Low dependency ratio implies the presence of a young workforce, which
ensures strong fiscal support for senior services.
• Ames ranks high among the 259 small metros for employment of those
65 and older.
• Seniors are active and volunteer in the community.
NEEDS WORK: f
Health -care services for seniors
• Ames is short on long -term hospitals and hospitals with Alzheimer's units
despite having a high number of Alzheimer's cases.
• Hospital and nursing room quality is less than desirable.
W Q Ames has an educated workforce, low unemployment, a strong fiscal base, and the amenities of a university town.
Although it has high ridership in public transport, the commute time is long. Housing and rental prices are above
Q the median, and residents need more continuing -care facilities and better quality hospitals and nursing homes.
W,
" °12
GENERAL 244TH
FOR AGES 65 -79 �+7
NO.8 NO. U/
FOR AGES 80+
HEALTH CARE 36TH
WELLNESS 51sT
FINANCIAL 41sT
LIVING ARRANGEMENTS 204TH
EMPLOYMENT /EDUCATION 1 ST
TRANSPORTATION 44TH
COMMUNITY ENGAGEMENT 24TH
NAILED IT- ✓
Public policy geared toward seniors
• The metro spends on public /senior transportation.
• Alaska invests in services for the aging population.
• The metro has a high number of continuing -care facilities.
Economic environment
• Many seniors are employed.
• Poverty among those 65+ is low.
• It has a high service -to- manufacturing base, suggesting more job
opportunities for seniors.
NEEDS WORK: f
High cost of living
• Rental housing is costly.
• Assisted living and nursing rooms are also expensive.
Health rare falls short
• Inpatient hospitalization is expensive.
• Long -term hospitals and hospitals with Alzheimer's units are in short
supply.
W Q Anchorage's older residents enjoy the benefits of senior friendly employment opportunities and public policies.
However, it ranks near the bottom in most of the indicators involving living arrangements, and it goes without saying
c that the severe weather is a bummer.
Morgantown,
NO. FOR AGES 65 -79
No. NAILED IL v/ _3�
1 v •'� N0' 18 ra
Excels in health re
13
FOR AGES 80+ Abundance of nurses, doctors, and orthopedic surgeons means
out of 259 convenience for seniors.
GENERAL 121ST
HEALTH CARE 9TH
WELLNESS 115TH
FINANCIAL 57TH
LIVING ARRANGEMENTS 21 0TH
EMPLOYMENT /EDUCATION 22ND
TRANSPORTATION 120TH
COMMUNITY ENGAGEMENT 135TH
• The cost of inpatient hospitalization is relatively low.
A growing economy
• Employment has increased over the five -year period.
• The metro has a strong pool of working -age residents to support
services that benefit seniors.
NEEDS WORK: f
Key health -rare services
• The metro needs more long -term hospitals and hospitals with
Alzheimer's units.
• Continuing -care facilities are limited.
• Nursing homes are pricy and lack quality.
Neighborhood concerns
• High income inequality with high poverty among seniors.
• Many fatal car crashes make driving riskier.
W Q Home to the University of West Virginia, Morgantown has employment, art and culture, education, and access
to health -care services. Rentals are inexpensive, and homes are moderately priced. However, it ranks toward the
Q bottom in living arrangements due largely to the expense and lack of facilities for the oldest, sickest population.
23
TOP 20 SMALL M
NO14
GENERAL 83RD
FORAGES65 -79 ,-
N0.25. N0.17
FOR AGES 80+
HEALTH CARE 1 8TH
WELLNESS 79TH
FINANCIAL 112TH
LIVING ARRANGEMENTS 76TH
EMPLOYMENT /EDUCATION 73RD
TRANSPORTATION 68TH
COMMUNITY ENGAGEMENT 18TH
NAILED IT- ✓
Health -care services geared toward seniors
• Hospitals have geriatric services and rehabilitation facilities.
• Magnet hospitals are available.
• Inexpensive assisted - living facilities exist.
Ease of access, employment
• Bank deposits are high, and financial institutions are easily accessible.
• A large share of older residents are employed and volunteer in the
community.
NEEDS WORK: f
Specialized care for seniors
• More hospitals with hospice services would be desirable.
• High rates of Alzheimer's disease exist, so hospitals with Alzheimer's units
are needed.
• The metro needs more long -term hospitals.
• High dependency ratio implies a smaller working -age population to support
services for children and seniors.
W Q The metro's unique architecture and river location attract many tourists, and it is highly connected to nearby
Chicago. It offers quality hospitals and specialized care for seniors. The 65+ population is large, and seniors actively
c volunteer. Many points of cultural enrichment also make this metro desirable for seniors.
NO. � FOR AGES 65 -79 ,-
5 N0 0+
18. N0.
out of 259 FOR AGES 80+
GENERAL 2ND
---------------------------------------
HEALTH CARE 41ST
---------------------------------------
WELLNESS 159TH
FINANCIAL 49TH
LIVING ARRANGEMENTS 37TH
EMPLOYMENT /EDUCATION 110TH
TRANSPORTATION 58TH
COMMUNITY ENGAGEMENT 200TH
NAILED IT- ✓
Neighborhood watch
• The metro has the lowest crime rate among the 259 small metros.
• Employment has grown in health, education, leisure, and hospitality
sectors.
• It has a low tax burden.
• Mississippi has made significant investment in senior public
transportation.
A strong pool of providers
• Many physicians, nurses, and orthopedic surgeons.
• Specialty -care hospitals with long -term units, rehabilitation services,
hospice, and palliative care.
• Low inpatient care and assisted - living cost.
• Availability of quality nursing homes.
NEEDS WORK: f
Specialized care, healthier lifestyles
• The metro needs more hospitals with Alzheimer's units and geriatric
services.
• Magnet hospitals are in short supply.
W Q Located between Jackson, Miss., and New Orleans, Hattiesburg has many job opportunities in industries likely to
hire seniors. The metro has a relatively low cost of living and the lowest crime rate. But it has high rates of obesity,
Q diabetes, and Alzheimer's disease. Since the senior population is small, volunteer rates are low.
24
" °16
GENERAL 53RD
FOR AGES 65 -79 ,-
NO. 1N0. 30
6.
FOR AGES 80+
HEALTH CARE 98TH
WELLNESS 63RD
FINANCIAL 45TH
---------------------------------------
LIVING ARRANGEMENTS 72ND
EMPLOYMENT /EDUCATION 10TH
TRANSPORTATION 112TH
COMMUNITY ENGAGEMENT 42ND
NAILED IT- ✓
Employment and convenience
• Overall unemployment rate is low.
• Lincoln ranks high among the small metros for 65+ employment.
• Residents have easy access to groceries and financial institutions.
• The average commute time isn't bad.
• Not many seniors live below the poverty line.
NEEDS WORK: f
Health -care services fall short
• The metro has a high proportion of seniors with Alzheimer's, suggesting a
need for more hospitals with Alzheimer's units.
• Lincoln would benefit from more caregivers.
• More quality hospitals with specialized care are needed.
Fiscal woes
• High tax burden.
• Income growth in the past five years has been low.
• Capital gains taxes that help support the metro are on the low side.
W Q This capital city provides ample opportunities for a second career. It has excellent amenities for its size, with good
transportation infrastructure, many recreational facilities, and more than 100 parks. Although the metro has low
c unemployment, income growth has been sluggish. However, poverty among seniors is below the median.
140.1'
FOR AGES 65 -79
N0. / . 13
1 7'1,,,,1N0-
FOR AGES 80+
GENERAL 1 8TH
HEALTH CARE 3RD
WELLNESS 35TH
FINANCIAL 2ND
LIVING ARRANGEMENTS 8TH
EMPLOYMENT /EDUCATION 1 7TH
TRANSPORTATION 56TH
COMMUNITY ENGAGEMENT 21 7TH
NAILED IT- ✓
Affordable living, convenient commutes
• The cost of living is low due to low house prices.
• Income growth is strong.
• Nursing rooms are affordable.
• Commute times are short.
• Home health -care providers and caregivers are plentiful.
• Fast -food outlets aren't as prevalent as in other places.
NEEDS WORK: f
Neighborhood watch and community services
• High crime rate and fatal car crashes are concerning.
• Lubbock needs more public libraries, YMCAs, convenience stores, and
other facilities.
Hospitals fall short
• Long -term hospitals and hospitals with Alzheimer's units are needed.
• It has low quality of life partly due to unhealthy eating behavior at home.
W Q Nicknamed the "Hub City," Lubbock hosts a number of universities and a medical school. It has a low cost of living
cc with strong income growth as well as abundant home health -care providers and caregivers. It has low commute time
Q to work, but the number of fatal traffic accidents is significant.
25
TOP 20 SMALL M
NO18
FOR AGES 65 -79 ,-
N0.20 . N0.27
FOR AGES 80+
GENERAL TH
- ----------BO-----------------------------
HEALTH CARE 85TH
WELLNESS 125TH
FINANCIAL 22ND
LIVING ARRANGEMENTS 11 4TH
EMPLOYMENT /EDUCATION 40TH
TRANSPORTATION 35TH
COMMUNITY ENGAGEMENT 10TH
NAILED IT- ✓
A vibrant economy
• Low unemployment and high small- business growth make it a good place
for working or starting a second career.
Easy to get around
• Commute times are short.
• The metro has easy access to many financial institutions and a strong
financial base.
• Grocery stores are accessible.
Community engagement
• There are many museums, houses of worship, and other cultural venues.
• Many seniors volunteer.
• Fargo boasts high state funding rates for senior services.
NEEDS WORK: f
Senior - friendly care
• The metro needs long -term hospitals.
• Caregivers are in short supply.
• A high number of seniors have Alzheimer's, but hospitals with Alzheimer's
units are lackine.
W Q Fargo is reaping the benefits of North Dakota's oil and gas boom. With a robust economy and a relatively low cost of
living, employment and entrepreneurship opportunities are plentiful. The metro has a relatively small population of
c seniors, but they are active volunteers. Now about the weather....
Boulder,
NO.1 FOR AGES 65 -79
NO. 9 FOR
IT-
5 ✓
1 " N0.60 Healthy lifestyle
n1if of 9sa FOR AGES 80+ The metro has one of the lowest rates of obesity and diabetes.
GENERAL 211TH
HEALTH CARE 38TH
WELLNESS 1 ST
FINANCIAL 4TH
LIVING ARRANGEMENTS 255TH
EMPLOYMENT /EDUCATION 75TH
TRANSPORTATION 186TH
COMMUNITY ENGAGEMENT 39TH
• Abundance of fitness and recreational centers encourages exercise.
Plenty of care providers
• It has a large pool of physical therapists, psychologists, and caregivers.
Financial well -being
• The poverty rate for seniors is low.
Easy access to conveniences
• A high number of financial institutions, grocery stores, and other
conveniences means most people have easy access.
• Museums, religious centers, and other cultural venues are abundant.
NEEDS WORK: f
Pricy place to live
• The metro ranks 256th out of 259 in the cost of living.
• High income inequality.
• Low income growth as well as signs of financial distress.
W Q Boulder is known as a liberal college town, home to the University of Colorado at Boulder. It has great health care,
cc a healthy population, arts and culture, and a strong fiscal base. But it's an expensive place to live, and income
Q growth is near the bottom of the rankings.
Q
NO-20
FOR AGES 65 -79 ,-
N0. 48
1 8 . -'' N0.
FOR AGES 80+
GENERAL 224TH
HEALTH CARE 17TH
WELLNESS 78TH
FINANCIAL 84TH
LIVING ARRANGEMENTS 245TH
---------------------------------------
EMPLOYMENT /EDUCATION 23RD
TRANSPORTATION 17TH
---------------------------------------
COMMUNITY ENGAGEMENT 14TH
NAILED IT- ✓
Quality health rare and active lifestyle
• It has a good supply of doctors, orthopedic surgeons, physical therapists,
and caregivers.
• Many JCAHO- accredited hospitals.
• Many golf, skiing, fitness and recreational facilities are present.
Senior - friendly economy
• A high percentage of older residents is employed.
• It has a high level of funding for programs that benefit the 65+ population.
• There's high investment in public /senior transportation.
• Many museums, libraries, and cultural enrichment centers are available.
NEEDS WORK: /A
Shortcomings in health care
• The metro needs more long -term hospitals and hospitals with hospice
services.
• Assisted living is pricy.
• Nursing rooms are expensive but lack quality.
• Cost of living is high, as is the crime rate.
cc Burlington has quality health care, an excellent university, and job opportunities for the 65+ population. But the cost
Q of living is high; home prices, rentals, and assisted living are expensive; and weather might be a factor for some.
INTERACTIVE DATA
Infographics and data for each metro area as well as tools for policymakers
can be found at www. miIkeninstitute .org /successfulaging.
with Purpose
Most great programs
start at the grass -roots
level. H ere are several
that could provide the
inspiration for your own
community's attempts
to improve quality of
life for older residents.
i
Photo: Joe ChavanefflSports for Life
� BEACON HILL VILLAGE: As social networks bring young people together on the Internet, seniors are building social networks
to meet their needs and stay in their own homes. Beacon Hill Village in Boston pioneered this virtual village movement, which
has spread across the United States. These associations of individuals and families don't typically deliver services directly
but coordinate access to transportation, health care, home repairs, etc., eliminating the need for a structured assisted - living
environment. It's membership- driven, creating community and preserving autonomy at the same time. Many say it fits well with
baby boomers' attachment to the full, involved lives they've led and don't plan to surrender just because they need some help.
Membership costs $400 a year on average plus fees for some services--an economical alternative to other forms of care.
COMPLETE STREETS: It's the automobile's world; pedestrians and cyclists just live in it. In an effort to change that equation,
the seven - year -old National Complete Streets Coalition -in partnership with AARP, America Bikes, the National Association of City
Transportation Officials and others—presses for measures to make walking and biking safer, more convenient and more appealing.
Among the goals: less obesity and fewer fatalities. Overrepresented in traffic deaths, older people face challenges as drivers
and walkers. Signs are often inadequate; walk signals are too short and traffic too fast for them to cross wide streets safely; and
bus stops often lack seating. Unfriendly streets can also discourage seniors from going out and add to their isolation. To date,
more than 350 regional and local jurisdictions, 26 states, Puerto Rico and the District of Columbia have adopted or otherwise
committed to Complete Street policies.
AN EISNER PRIZE: The de facto segregation of children and elderly people in America represents a loss to us all. That's the view
of Michael Eisner, the former Walt Disney Co. chairman who is investing some of his fortune in solutions. His Eisner Foundation
seeks to bring those precious populations together and uplift both. Last year, the foundation launched the Eisner Prize for
Intergenerational Excellence, celebrating people and organizations across the country that devise innovative ways to get young
and old to collaborate in learning and friendship. The award comes with a $100,000 grant. Among the seven finalists in 2012
are Canoga Park, Calif. -based Grandparents as Parents, a group that provides support services to relatives raising at -risk kids, and
DOROT Inc. of New York, which eases social isolation among the elderly. The prize will be presented Oct. 25 in Cleveland, Ohio.
AM GREEN HOUSES: Dr. William Thomas was troubled by the loss of spirit and waste of ability he witnessed in nursing homes.
From that frustration grew the Green House vision, made real with funding from the Robert Wood Johnson Foundation. Connection
and conviviality are key principles of Green Houses. So is privacy. Each elder has a bedroom and bath, but the homes feature
large common rooms and dining tables to seat all residents and staff. It's less like a nursing facility and more like a home.
Caregivers are trained to support a fuller life for residents and cultivate relationships of mutual learning. Since the first project in
Tupelo, Miss., more than 130 Green Houses have welcomed elders, and more are planned. Research shows that the model benefits
clients' quality of life and clinical condition. For instance, they generally suffer less depression and enjoy a greater sense of dignity.
29
PROGRAMS WITH PURPOSE
Ab LIFE BY DESIGN NW: Life by Design NW helps baby boomers navigate the way forward. The nonprofit engages clients in
exercises that reveal values and skills that could become the basis of a fresh career. For instance, a client may be asked to
analyze her or his happiest experiences. Did they involve creativity? Charity? The outdoors? The answers provide clues to a
satisfying second half of life. Another emphasis is connecting clients with volunteer gigs in leadership posts, providing an
opportunity for self- discovery and growth as well as community service. There is also a full complement of affinity groups and
salons in which participants write, talk, and reflect on difficult life /work transitions and job seeking. LBD is attached to the CLIMB
Center at Portland Community College in Oregon and funded by the Atlantic Philanthropies.
APRIMETIME LAUSD: Frank Damon, a semiretired attorney and sophisticated amateur photographer, shares his digital media
know -how as a volunteer at University High School in West Los Angeles. Former Broadway thespian Justin Ross volunteers to
train students in stage skills at storied Hollywood High. They're both part of PrimeTime LAUSD, a program of The Sherry Lansing
Foundation, led by the movie business pioneer. The foundation sends experienced hands to plug gaps in instruction caused
by budget cuts at the Los Angeles Unified School District. Right now, more than 50 volunteers in their 60s and beyond are
enriching the curriculum on 17 campuses. Despite Lansing's entertainment background, PrimeTime LAUSD's focus is reading
and math tutoring and helping students with college application essays. Lansing's emissaries also coach high- achieving Academic
Decathlon competitors in making their public- speaking performances boffo.
4& PURPOSE PRIZE: Capital for jobs and investment has fled Detroit, along with much of the population. Randal Charlton
has channeled his talents into rebuilding that capital through home -grown entrepreneurship. A serial entrepreneur (and former
agriculture journalist) now in his early 70s, Charlton took over TechTown, a business incubator at Wayne State University, in
2007. In four years, TechTown nurtured 250 companies and trained 2,200 aspiring industrialists with partners and donors such
as GM and the Department of Housing and Urban Development. Last fall, the think tank Civic Ventures honored Charlton with
the Purpose Prize, an award of up to $100,000 bestowed on innovative members of the over -60 set whose second (or third or
fourth) careers focus on new ways to solve social challenges. Like the Purpose Prize, Charlton is now hoping to inspire other
baby boomers in their encore careers through the TechTown - affiliated organization Boom! The New Economy.
96 SENIOR CONNECTS: Seniors are typically eager to share the benefit of their experience with the young, but Daniel Kent has
made teaching a two -way street. Kent was 14—an eighth-grader--in 2003 when he saw that seniors were being shut out of the
Internet revolution. Dismayed that aging people often let go of their pursuits, as they exit their careers, perhaps, or lose their
mobility, Kent wanted to help them expand their world. So the Indianapolis computer whiz launched Senior Connects, which
sends teenagers into retirement homes to help residents get a digital life. They mentor with more patience and less jargon.
Seniors get to learn, shop, play, and keep in touch online, and the kids meet great people on the other end of the age spectrum.
Senior Connects is going strong under the umbrella of Net Literacy, which is involved in a gamut of tech - related public- interest
work. Organizations from the U.S. Broadband Coalition to the European Union have lauded its principles for digital inclusiveness.
ti
V SPORTS FOR LIFE: Fancy yourself a 50 -plus decathlete? You can test your mettle in the Deca - Challenge at the annual San Antonio
Senior Games. Henry Cisneros, the former four -term mayor, is among the sturdy seniors who compete. The games begat Sports
for Life, an organization that brings the benefits of fitness and the joy of athletics to seniors year- round. SFL now promotes and
organizes a wide range of play, from swimming to pickleball. And Texans can use a workout; everything's bigger there, especially
waistlines, as metro obesity rankings unfailingly show. San Antonio has been trimming its profile of late, though, and SFL takes
some credit for that. Getting the program up and running wasn't done from behind a desk. It took lots of pavement pounding and
influential backers like Cisneros to get buy -in from donors and access the many local resources that now welcome seniors to get
physical.
30
00 LARGE METRO
METRO
Akron, OH
Albany- Schenectady -Troy, NY
RANKINGS
68
73
80+
63
33
29
46
Albuquerque, NM
67
49
83
Allentown- Bethlehem- Easton, PA -NJ
Atlanta -Sandy Springs - Marietta, GA
88
84
89
70
53
64
Augusta- Richmond County, CA SC
51
82
32
Austin -Round Rock, TX
41
28
44
Bakersfield, CA
100
100
99
Baltimore Towson, MD
13
14
19
Baton Rouge, LA
14
9
16
Birmingham - Hoover, AL
Boise City- Nampa, ID
53
69
39
31
23
45
Boston - Cambridge- Quincy, MA -NH
4
6
1
Bridgeport- Stamford - Norwalk, CT
17
22
29
Buffalo- Niagara Falls, NY
59
65
57
Cape Coral -Fort Myers, FL
46
34
40
Charleston -North Charleston- Summersville, SC
27
25
31
Charlotte- Gastonia - Concord, NC -SC
80
60
50
74
Chattanooga, TN -GA
86
84
91
Chicago - Naperville - Joliet, ILAN -WI
64
57
71
Cincinnati - Middletown, OH -KY -IN
72
75
78
Cleveland- Elyria - Mentor, OH
35
46
22
Colorado Springs, CO
54
39
88
Columbia, SC
49
45
54
Columbus, OH
80
79
83
Dallas -Fort Worth Arlington, TX
73
66
62
Dayton, OH
36
36
52
Denver- Aurora - Broomfield, CO
22
20
36
Des Moines -West Des Moines, IA
Detroit - Warren- Livonia, MI
El Paso, TX
Fresno, CA
6
8
6
94
96
98
91
90
85
96
97
96
Grand Rapids - Wyoming, Ml
93
93
93
Greensboro -High Point, NC
84
89
81
Greenville- Mauldin-Easley, SC
78
79
87
Harrisburg- Carlisle, PA
23
21
34
31
00 LARGE METRO
M
Hartford -West Hartford -East Hartford, CT
RANKINGS
29
30
43
Honolulu, HI
20
11
37
Houston -Sugar Land - Baytown, TX
83
81
47
Indianapolis - Carmel, IN
42
58
49
Jackson, MS
12
16
9
Jacksonville, FL
40
41
34
Kansas City, MO -KS
52
63
65
Knoxville, TN
63
72
50
Lakeland Winter Haven, FL
97
95
95
Lancaster, PA
55
48
37
Las Vegas - Paradise, NV
Little Rock -North Little Rock - Conway, AR
87
46
91
15
17
17
Los Angeles -Long Beach -Santa Ana, CA
30
27
15
Louisville - Jefferson County, KY IN
69
83
69
Madison, Wl
2
5
4
McAllen- Edinburg - Mission, TX
44
71
28
Memphis, TN -MS -AR
85
87
80
Miami -Fort Lauderdale- Pompano Beach, FL
Milwaukee - Waukesha -West Allis, WI
38
35
41
32
43
59
Minneapolis -St. Paul- Bloomington, MN WI
21
31
26
Modesto, CA
95
94
94
Nashville- Davidson - Murfreesboro - Franklin, TN
48
59
68
New Haven - Milford, CT
56
74
76
New Orleans- Metairie -Kenner, LA
34
42
10
New York Northern New Jersey -Long Island, NY-N1 -PA
5
3
2
Ogden - Clearfield, UT
50
31
65
Oklahoma City, OK
39
40
42
Omaha - Council Bluffs, NEAA
3
7
3
Orlando - Kissimmee, FL
77
44
79
Oxnard Thousand Oaks Ventura, CA
75
67
21
Palm Bay - Melbourne - Titusville, FL
89
91
61
Philadelphia- Camden - Wilmington, PA- NJ -DE -MD
Phoenix- Mesa - Scottsdale, AZ
Pittsburgh, PA
16
15
17
73
61
56
10
10
13
Portland- Vancouver - Beaverton, OR -WA
24
38
29
Poughkeepsie- Newburgh - Middletown, NY
90
88
82
RANKINGS FOR ALL 359 METROS-
00 LARGE METRO
Providence -New Bedford -Fall River, RLMA
RANKINGS
L
66 78
77
Provo -Orem, OT
1
1
7
Raleigh -Cary, NC
79
64
72
Richmond, VA
45
51
51
Riverside -San Bernardino - Ontario, CA
98
98
97
Rochester, NY
28
33
24
Sacramento - Arden- Arcade - Roseville, CA
81
62
67
Salt Lake City, HE
6
2
14
San Antonio, TX
76
70
70
San Diego - Carlsbad -San Marcos, CA
25
19
11
San Francisco - Oakland- Fremont, CA
11
13
5
San lose- Sunnyvale-Santa Clara, CA
71
54
33
Sarasota- Bradenton - Venice, FL
47
56
60
Scranton- Wilkes- Barre, PA
19
24
23
259 SMALL METRO
Abilene, TX
RANKINGS
95
92
71
Albany, GA
129
141
87
Alexandria, LA
28
36
11
Altoona, PA
85
126
57
Amarillo, TX
104
110
102
Ames, IA
11
6
10
Anchorage, AK
12
8
67
Anderson, IN
224
236
231
Anderson, SC
127
145
127
Ann Arbor, MI
7
7
9
Anniston - Oxford, AL
218
226
187
Appleton, WI
138
149
139
Asheville, NC
165
159
168
Athens- Clarke County, GA
61
46
45
Atlantic City- Hammonton, NJ
208
186
248
Auburn- Opelika, AL
174
119
183
Bangor, ME
55
64
82
Barnstable Town, MA
51
54
111
Battle Creek, MI
211
225
218
Bay City, MI
240
248
6 226
4
00 LARGE METRO
Seattle- Tacoma- Bellevue,WA
RANKINGS
VERALL
58 67
75
Springfield, MA
81
84
86
St.touis, MOIL
26
25
25
Stockton, CA
99
99
100
Syracuse, NY
17
18
27
Tampa -St. Petersburg- Clearwater, FL
65
52
54
Toledo, OH
8
12
8
Tucson, AZ
Tulsa, OK
Virginia Beach A orlolk-Newport News, WAG
Washington - Arlington - Alexandria, DC- VA -MD -WV
Wichita, KS
Worcester, MA
Youngstown - Warren- Boardman, OH -PA
37
37
20
92
92
90
61
60
73
9
4
12
43
55
58
62
77
53
57
76
48
259 SMALL METRO
Beaumont -Port Arthur, TX
RANKINGS
159
167
148
Bellingham, WA
161
147
192
Bend, OR
50
49
99
Billings, MT
21
40
29
Binghamton, NY
192
177
188
Bismarck, ND
3
3
3
Blacksburg- Christiansburg- Radford, VA
67
45
94
Bloomington, IN
125
76
170
Bloomington - Normal, IL
32
21
54
Boulder, CO
19
15
60
Bowling Green, KY
91
78
93
Bremerton Silverdale, WA
167
153
179
Brownsville - Harlingen, TX
88
124
80
Brunswick, GA
221
212
210
Burlington, NC
233
243
234
Burlington South Burlington, VT
20
18
48
Canton - Massillon, OH
120
107
138
Carson City, NV
66
58
33
Casper, WY
92
83
96
Cedar Rapids, IA
60
66
90
259 SMALL METRO
Champaign - Urbana, IL
RANKINGS
29
22
28
Charleston, WV
64
51
106
Charlottesville, VA
25
24
26
Cheyenne, WY
52
59
35
Chico, CA
231
206
244
Clarksville, TN -KY
241
224
235
Cleveland, IN
204
190
216
Coeur d'Alene, ID
142
124
195
College Station -Bryan, TX
52
27
81
Columbia, MO
4
4
5
Columbus, GA -AL
199
184
176
Columbus, IN
113
136
109
Corpus Christi, TX
170
168
162
Corvallis, OR
82
70
112
Cumberland, MD -WV
180
201
167
Dalton, GA
254
256
243
Danville, IL
111
165
65
Danville, VA
213
232
190
Davenport - Moline -Rock Island, [ALL
56
62
92
Decatur, AL
184
199
145
Decatur, IL
116
139
74
Deltona- Daytona Beach - Ormond Beach, FL
148
121
184
Dothan, AL
125
127
70
Dover, DE
245
240
245
Dubuque, IA
14
25
17
Duluth, MN WI
47
61
114
Durham - Chapel Hill, NC
9
11
8
Eau Claire, WI
34
52
41
EI Centro, CA
97
82
14
Elizabethtown, KY
187
182
130
Elkhart - Goshen, IN
244
246
237
Elmira, NY
197
205
182
Erie, PA
182
187
193
Eugene - Springfield, OR
174
162
201
Evansville, IN -KY
44
38
38
Fairbanks, AK
79
63
172
Fargo, ND -MN
18
20
27
Farmington, NM
250 lll�
244
6 250
33
259 SMALL METRO
Fayetteville, NC
RANKINGS
219
203
205
Fayetteville - Springdale- Rogers, AR -MO
193
172
188
Flagstaff, AZ
188
174
206
Flint, MI
163
170
177
Florence, SC
70
80
62
Fond du Lac, WI
183
200
173
Fort Collins - Loveland, CO
42
41
83
Fort Smith, AR -OK
176
185
134
Fort Walton Beach- Crestview- Destin, FL
178
181
156
Fort Wayne, IN
26
26
43
Gadsden,AL
212
222
164
Gainesville, FL
6
5
6
Gainesville, GA
202
210
163
Glens Falls, NY
144
173
132
Goldsboro, NC
239
245
222
Grand Forks, ND -MN
24
29
21
Grand Junction, CO
108
100
141
Great Falls, MT
23
43
25
Greeley, CO
232
234
246
Green Bay, WI
209
204
235
Greenville, NC
89
88
76
Gulfport - Biloxi, MS
186
180
153
Hagerstown - Martinsburg, MD WV
222
213
240
Hanford - Corcoran, CA
248
239
215
Harrisonburg, VA
124
90
108
Hattiesburg, MS
15
18
7
Hickory- Lenoir - Morganton, NC
207
222
211
Hinesville -Fort Stewart, GA
225
217
180
Holland -Grand Haven, MI
145
102
194
Hot Springs, AR
75
107
71
Houma -Bayou Cane - Thibodaux, LA
160
143
88
Huntington Ashland, WV -KY -OH
119
120
143
Huntsville, AL
152
113
154
Idaho Falls, ID
149
166
146
Iowa City, IA
2
2
1
Rhaca, NY
27
14
50
Jackson, MI
248
250
252
Jackson, TN
99
129
73
RANKINGS FOR ALL 359 METROS
259 SMALL METRO
Jacksonville, INC
RANKINGS
246
220
229
Janesville, WI
228
231
249
Jefferson City, MO
79
86
75
Johnson City, TN
132
130
117
Johnstown, PA
87
114
95
Jonesboro, AR
188
196
118
Joplin, MO
121
131
122
Kalamazoo - Portage, MI
100
92
133
Kankakee- Bradley, IL
135
158
152
Kennewick - Pasco - Richland, WA
222
208
198
Killeen - Temple -Fort Hood, TX
48
50
31
Kingsport - Bristol - Bristol, TANA
166
149
180
Kingston, NY
236
229
247
Kokomo, IN
196
198
209
to Crosse, WLMN
35
48
49
Lafayette, IN
172
111
213
Lafayette, LA
37
39
15
Lake Charles, LA
109
94
52
Lansing -East Lansing, MI
96
74
104
Laredo, TX
106
109
115
Las Cruces, NM
173
163
155
Lawrence, KS
57
33
123
Lawton, OK
104
105
53
Lebanon, PA
128
161
107
Lewiston, ID -WA
72
96
67
Lewiston- Auburn, ME
121
135
119
Lexington - Fayette, KY
33
46
44
Lima, OR
78
97
84
Lincoln, NE
16
16
30
Logan, HE ID
40
37
42
Longview, TX
152
160
121
Longview, WA
257
257
256
Lubbock, TX
17
17
13
Lynchburg, VA
68
73
56
Macon, GA
139
141
100
Madera- Chowchilla, CA
235
241
200
Manchester - Nashua, NH
41
28
69
Mansfield, OR
169
176
6 171
34
259 SMALL METRO
Medford, OR
RANKINGS
118
137
98
Merced, CA
253
254
241
Michigan City-La Porte, IN
213
226
228
Midland, TX
52
53
24
Missoula, MT
8
9
16
Mobile, AL
162
164
149
Monroe, LA
110
112
51
Monroe, MI
251
253
255
Montgomery, AL
205
197
197
Morgantown, WV
13
13
18
Morristown, TN
259
258
259
Mount Vernon- Anacertes, WA
191
207
212
Muncie, IN
31
44
37
Muskegon -Norton Shares, Ml
256
259
258
Myrtle Beach -North Myrtle Beach - Conway, SC
84
68
169
Napa, CA
93
106
46
Naples -Marco Island, FL
89
65
156
Niles- Benton Harbor, MI
215
230
223
Norwich -New London, CT
203
215
214
Ocala, FL
216
209
221
Ocean City, NJ
146
131
227
Odessa,TX
106
122
60
Olympia, WA
114
95
142
Oshkosh - Neenah, Wl
151
174
158
Owensboro, KY
114
138
63
Panama City-Lynn Haven - Panama City Beach, FL
193
188
175
Parkersburg- Marietta - Vienna, WV OH
154
156
166
Pascagoula, MS
225
219
191
Pensacola -Ferry Pass - Brent, FL
168
146
184
Peoria, IL
149
151
160
Pine Bluff, AR
234
251
195
Pittsfield, MA
155
179
164
Pocatello, ID
185
152
216
Port St. Lucie -Fart Pierce, FL
137
99
159
Portland -South Portland- Biddeford, ME
81
71
127
Prescott, AZ
220
211
239
Puebla, CO
130
153
116
Punta Gorda, FIL
78
259 SMALL METRO
Racine, WI
RANKINGS
229
238
238
Rapid City, SD
10
10
12
Reading, PA
195
183
225
Redding, CA
227
218
232
Reno - Sparks, NV
59
35
113
Roanoke, VA
77
79
54
Rochester, MN
5
12
4
Rockford, IL
237
237
254
Rocky Mount, NC
237
247
219
Rome, GA
62
97
35
Saginaw - Saginaw Township North, MI
98
133
66
Salem, OR
209
214
230
Salinas, CA
230
216
203
Salisbury, MD
190
193
199
San Angelo, TX
68
81
32
San Luis Obispo -Paso Robles, CA
63
69
39
Sandusky, OH
140
194
144
Santa Barbara Santa Maria - Goleta, CA
58
55
19
Santa Cruz - Watsonville, CA
171
118
160
Santa Fe, NM
43
31
105
Santa Rosa - Petaluma, CA
136
123
120
Savannah,GA
147
133
124
Sheboygan, WI
181
191
177
Sherman - Denison, TX
101
117
91
Shreveport - Bossier City, LA
117
101
96
Sioux City, IA -NE -SD
22
30
20
Sioux Falls, SD
1
1
2
South Bend - Mishawaka, IN -MI
158
157
174
Spartanburg, SC
198
195
202
Spokane, WA
83
83
126
Springfield, IL
86
89
103
Springfield, MO
103
87
150
Springfield, OH
217
232
220
St. Cloud, MN
45
67
77
35
259 SMALL METRO
St. George, UT
RANKINGS
64
60
88
St. Joseph, MO -KS
141
155
129
State College, PA
49
22
64
Sumter, SC
200
202
186
Tallahassee, FL
133
77
147
Terre Haute, IN
123
115
151
Texarkana, TX AR
76
103
34
Topeka, KS
93
103
110
Trenton - Ewing, NJ
39
31
40
Tuscaloosa, AL
143
128
135
Tyler, TX
46
55
47
Utica -Rome, NY
112
91
137
Valdosta, GA
176
177
136
Vallejo - Fairfield, CA
243
228
232
Victoria, TX
131
148
85
Vineland- Millville- Bridgeton, NJ
247
242
242
Visalia- Porterville, CA
255
252
250
Waco, TX
74
75
59
Warner Robins, GA
164
144
101
Waterloo -Cedar Falls, IA
38
42
58
Wausau, WI
134
168
125
Weirton - Steubenville, WV OH
102
116
86
Wenatchee -East Wenatchee, WA
206
220
224
Wheeling, WV OH
29
57
22
Wichita Falls, TX
73
85
23
Williamsport, PA
156
191
130
Wilmington, NC
178
140
204
Winchester, VA WV
157
170
140
Winston- Salem, NC
71
72
78
Yakima, WA
252
255
253
York Hanover, PA
201
189
207
Yuba City, CA
242
235
207
Yuma, AZ
258
249
256
INTERACTIVE DATA
Infographics and data for each metro area as well as tools for policymakers
can be found at www. miIkeninstitute .org /successfulaging.
Best Cities for Successful Aging is a comprehensive index that generates a composite ranking for each metro area.The composite
ranking is based on eight subcomponents (general indicators, health care, wellness, living arrangements, transportation/
convenience, financial well- being, employment /education, and community engagement). Each of the eight subcomponents is
composed of multiple individual indicators-78 individual indicators in all.
Note that our methodology is based on publicly available data, not surveys of households or consumers. (However, we have
included a list of relevant indexes on topics related to aging on page 55, most of which use survey data.) In our index, each
metro is benchmarked against the top - performing location for every indicator in each subcomponent. This creates a normalized
scoring system that could be consistently compared across each measure. (Please refer to the tables in the following pages for the
indicators included in the subcomponents and how they were weighted.)
At the same time, we recognize that a 65- year -old's needs likely differ from an 80- year - old's. By using the same data but
weighting the indicators differently, we created two subindexes, one for ages 65 through 79 and another for age 80 and up.
Determining Weights for the Overall Composite Index
How did we determine the weighting? In a recent AARP survey , 41 percent of Americans 50 and older identified health care as
their top problem or challenge. Thirty -five percent cited economic issues such as unemployment and financial stability as their
top concern. And 20 percent put issues such as transportation, how to spend their time, family values, politics, and government
at the top of their priority list.
Another survey by Sunlife Financial revealed that 43 percent of Americans are "not at all confident" about meeting retirement
health -care costs. Approximately 53 percent had made healthy changes in lifestyle out of concern for future health -care costs.
Nine percent had already tapped retirement savings, sold assets, or borrowed to pay for an illness or medical procedure; more
than half believed they would never replace what they spent.
Based on these two surveys, our literature review, and recommendations from our advisors, we are comfortable concluding
that health care and wellness top the priority list, followed by financial security, safety, and security (included in the general
indicators), and the rest. We assigned the weights below to arrive at the composite index score and ranking and to arrive at the
subindexes for the two age ranges:
OVERALL DATA WEIGHTS
DATA WEIGHTS
FOR SENIORS AGE 65 -79
10% ah
15% 12%
DATA WEIGHTS
FOR SENIORS AGE 80+
General Wellness ` Living Arrangements Transportation /Convenience
Health Care Financial Education /Employment Community Engagement
37
METHODOLOGY
Data Creation and Resolving Data Issues
The index uses publicly available data at the metropolitan statistical area (MSA) level. (Population statistics are used to normalize
measures on a per- capita or per - population 65+ basis where appropriate.) The methodology faces some challenges that we
addressed this way:
u Missingfinadequate data: For many indicators, data are not available for all metros. But in a number of cases, data
were available at the state or even national level. The first step was to come up with proxy measures for the indicators.
Example: Life expectancy at age 65 is available at the state level. But we estimated the measure at the metro level
using shift shares. Even at the MSA level, many small metros do not have public -use data. To utilize as much data as
possible, we divided the sample into the 100 large metros and 259 small metros, with the latter category including
fewer indicators.
u Using state -level data: In many cases we could not find a proxy measure to break down to the metro level. However,
state -level indicators were assigned a lower weight.
Certainly, there are thousands of innovative programs that operate locally or regionally. The index cannot take these initiatives into
account because no standardized data exist by which to measure them, but a section in the main report highlights a few examples
that could be replicated on a wider scale.
We considered two sets of indicators:
A General indicators influence decisions about where to live regardless of age. Examples include the cost of living, crime
and safety, overall economic prosperity, and weather.
A Specific indicators focus explicitly on the needs of older Americans although they might affect the general population
as well. These include access to high - quality health -care and wellness programs, the availability of specialized housing
and living arrangements, financial factors, transportation and convenience, continuing education and job training
programs, and community engagement.
In the pages that follow, we will describe the rationale forthe indicators we selected.
38
* GENERAL INDICATORS
A key factor in a region's affordability is its cost of living. We computed the ratio of median home price to personal income in the
MSA and compared it to the national ratio.
Everyone, regardless of age, wants to live in a safe and secure community. The index looked at each area's relative crime rate, the
proportion of binge drinkers, and the number of traffic fatalities to assess the probability of car accidents, domestic violence, and
similar offenses.
It is also important to live in a place with a vibrant economy as measured by job growth, unemployment, and income inequality.
A vibrant economy suggests job opportunities not only for older residents but also for their children and grandchildren, which
might keep the younger generation nearby.
Last but not least, weather is an important factor for any age group. We developed a composite weather index that includes the
number of heating degree days, number of cooling degree days, level of humidity, average days of sunshine per year, and average
snowfall (including sleet) per year.
General Indicators
WEIGHTS **
INDICATOR METHODOLOGY
YEAR
1 OO Large
259 Small
Median housing price/per capita personal income; divided by corresponding U.S. value
Cost of living
The lowest value receives a score of 100
2009
0.15
0.15
Data Sources: National Association of Realtors, Moody's Analytics
Violent and property crimes per 100,000 population
Crime rate
fie lowest value receives a score of 100
2009
0.15
0.15
Data Sources: Federal Bureau of Investigation, Illinois State Police Department
Men (at least 5 drinks), Women (at least 4 drinks)
binge drinkers*
The lowest value receives a score of 100
2010
0.05
-
Data Sources: Centers for Disease Control and Prevention, Milken Institute
Indexed growth (2005 -2010)
2005;
Employment growth
fie highest value receives a score of 100
2010
0.15
0.15
Data Source: Bureau of Labor Statistics
Unemployment rate
Th e lowest value receives a score of 100
2010
0.10
0.10
Data Source: Bureau of Labor Statistics
Gini coefficient
Income distribution
fie lowest value receives a score of 100
2009
0.05
0.05
Data Source: U.S. Census Bureau
Composite score using heating degree days, cooling degree days, humidity, sunshine,
and snowfall /sleet
Weather
The highest value receives a score of 100
2009
0.30
0.35
Data Sources: U.S.Department of Energy, National Oceanic and Atmospheric Administration,
Milken Institute
Number of crashes involving a fatality, per capita
Fatal car crashes
fie lowest value receives a score of 100
2010
0.05
0.05
Data Source: National Highway Traffic Safety Administration
*Used only for large metros. ** Figures may not add up to one due to rounding.
39
Source: Milken Institute
METHODOLOGY
Selected Literature on General Indicators
The Geneva Association, Geneva Association Information Newsletter, Health and Ageing no. 24 (2011),
http:// www. genevaassociation. org/ PDF/ HealthandAgeing /GA2O11- Heaith24.pdf (accessed June 24, 2011).
Yvonne J. Gist and Lisa I. Hetzel, "We the People: Aging in the United States," U.S. Census Bureau, December 2004,
www. census .gov /prod /2OO4pubs/censr- 19.pdf (accessed June 23, 2011).
Kevin Kinsella and David R. Phillips, "Global Aging: The Challenge of Success," Population Reference Bureau, March 2005, http: / /www.
prb. org/ Publications /PopulationBuiletins/ 2005/ GlobalAgingTheChallengeofSuccessPDF575KB .aspx (accessed June 23, 2011).
MetLife Mature Market Institute, "The MetLife Report on Early Boomers: How America's Leading Edge Baby Boomers Will Transform Aging,
Work & Retirement," September 2010, http: / /www.metlife.com /mmi/ research /early- boomers.html #findings (accessed June 24, 2011).
National Association of Area Agencies on Aging et al., "The Maturing of America: Getting Communities on Track for an Aging
Population," http:// www .n4a.orglpdf /MOAFinalReport.pdf (accessed June 24, 2011).
SunAmerica Financial Group, "The SunAmerica Retirement Re -Set Study: Redefining Retirement Post Recession," 2011,
http: // retirementreset .com /wp- content/uploads /2011 /07 /M5124RPT_O7111.pdf (accessed July 14, 2011).
U.S. Government Accountability Office, "Older Americans Act: More Should Be Done to Measure the Extent of Unmet Need for
Services," February 2011, http : / /www.gao.gov /products/GAO -11 -237 (accessed June 23, 2011).
William H. Frey, "Mapping the Growth of Older America: Seniors and Boomers in the Early 21st Century," The Brookings Institution, May
2007, pp. 1 -28, http: / /www.brookings.edu / -/ media /Files/rc/ papers / 2007 /O612demographics _frey /O612demographics _ frey.pdf (accessed
February 28, 2012).
William H. Frey, "The Uneven Aging and 'Younging' of America: State and Metropolitan Trends in the 2010 Census," The Brookings
Institution, June 2011, pp. 1 -21, http: / /www.brookings.edu / -/ media /Files/rc /papers/2O11/ 0628_ census _frey /O628_census_ aging_ trey.
pdf (accessed February 28, 2012).
Nicholas Farber et al., "Aging in Place: A State Survey of Livability Policies and Practices," National Conference of State Legislatures
and the AARP Public Policy Institute, December 2011, http: // assets .aarp.orglrgcenter /ppi /liv -com /aging -in- place- 2011 - full.pdf.
Andrew Kochera et al., "Beyond 50.05: A Report to the Nation on Livable Communities: Creating Environments for Successful Aging,"
AARP Public Policy Institute and University of Virginia, http: // assets. aarp. org/ rgcenter /il /beyond_5O_communities.pdf.
AARP Public Policy Institute, AARP Policy Book 2011 -2012, http: / /www.aarp.orglabout -aarp /policies/.
Mary Kihl et al., "Livable Communities: An Evaluation Guide," AARP Public Policy Institute and Arizona State University,
http: / /assets.aarp. orglrgcenter /i i/d l8311_com mu n ities. pdf
40
0 HEALTH -CARE INDICATORS
Access to health -care services is a paramount concern. Understanding the scope and quality of local health -care services is
especially crucial as we face a national shortage of doctors, nurses, hospitals, and specialists. To measure access to care in
a given region, we used indicators such as the number of doctors and hospital beds as well as the presence of hospitals with
specialist units that can address the unique needs of older Americans.
To determine which specialist units are most relevant, we considered the following:
A More than 70 million Americans age 50 and older —four in five older adults —suffer from at least one chronic condition.
A One in eight older Americans has Alzheimer's disease.
A More than one in four seniors had diabetes in 2010a 77 percent increase from 1997.
A The prevalence of mental illness increased almost 70 percent between 1997 and 2006.
A Falls account for 10 percent of emergency room visits and 6 percent of hospitalizations among people over 65.
Based on these factors, we included hospitals with geriatric services, hospitals with Alzheimer's units, availability of hospice
services, number of dialysis centers, number of orthopedic surgeons, number of MRI centers, etc., in the health -care indicator.
Quality of care is just as important as access to care. To capture this, we included hospitals with Joint Commission on
Accreditation of Healthcare Organizations accreditation, Magnet hospitals with nursing quality programs, etc. Ideally,
hospitals with Centers of Excellence for Aging would be included, but data are currently unavailable.
Health-Care • •
WEIGHTS **
INDICATOR METHODOLOGY YEAR
100 Large 259 Small
ACCESS TO CARE
Normalized by composite score from average per capita and per pop 65+ calculations
Number of doctors fie highest value receives a score of 100 2008 0.10 0.10
Data Source: U.S. Department of Health and Human Services
Normalized by composite score from average per capita and per pop 65+ calculations
Number of hospital beds
The highest value receives a score of 100
2007
0.15 0.15
Data Source: U.S. Department of Health and Human Services
Number of long -term
Normalized by composite score from average per capita and per pop 65+ calculations
The highest value receives a score of 100
2007
0.02 0.04
hospitals
Data Source: U.S. Department of Health and Human Services
Number of hospitals
Normalized by composite score from average per capita and per pop 65+ calculations
with geriatric services
fie highest value receives a score of 100
2007
0.03
0.04
Data Sources: U.S. Department of Health and Human Services, city wehsites
Number of hospitals with
Normalized by composite score from average per capita and per pop 65+ calculations
rehabilitation services
fie highest value receives a score of 100
2007
0.03
0.03
Data Sources: U.S. Department of Health and Human Services, city wehsites
Number of hospitals
Normalized by composite score from average per capita and per pop 65+ calculations
with Alzheimer's units
The highest value receives a score of 100
2007
0.03
0.05
Data Source: U.S. Department of Health and Human Services
Number of hospitals
Normalized by composite score from average per capita and per pop 65+ calculations
fie highest value receives a score of 100
2007
0.03
0.03
with hospice services
Data Source: U.S. Department of Health and Human Services
41
METHODOLOGY
Health-Care • •
WEIGHTS **
INDICATOR METHODOLOGY
YEAR
100 Large
259 Small
Number of orthopedic Normalized by composite score from average per capita and per pop 65+ calculations
The highest value receives a score of 100
2008
0.05
0.05
surgeons Data Source: U.S. Department of Health and Human Services
Normalized by composite score from average per capita and per pop 65+ calculations
Number of psychologists
fie highest value receives a score of 100
2010
0.05
0.05
Data Sources: Bureau of Lahar Statistics, U.S. Department of Health and Human Services, Milken
Institute
Normalized by composite score from average per capita and per pop 65+ calculations,
Number of dialysis
NAICS code. 621492
2010
0.06
-
centers*
The highest value receives a score of 100
Data Sources: U.S. Census Bureau, U.S. Department of Health and Human Services, city websites
Number of medical and
Normalized by composite score from average per capita and per pop 65+ calculations,
diagnostic centers
NAICS code. 6215
2009
0.06
(including X-ray, MRI,
The highest value receives a score of 100
and ultrasound imaging)*
Data Source: U.S. Census Bureau
Normalized by composite score from average per capita and per pop 65+ calculations
Number of nurses
fie highest value receives a score of 100
2010
0.10
0.13
Data Sources: Bureau of Lahar Statistics, Milken Institute
Number of physical
Normalized by composite score from average per capita and per pop 65+ calculations
fie highest value receives a score of 100
2008
0.05
0.08
therapists
Data Sources: U.S. Department of Health and Human Services, Bureau of Lahar Statistics
COST OF CARE
Average expenses per inpatient day divided by U.S. value (state level data)
Expenses per inpatient day
The lowest value receives a score of 100
2009
0.02
0.02
Data Source: Kaiser Family Foundation
QUALITY OF CARE
of hospitals with
The highest value receives a score of 100
2007
0.08
0.08
JCAHO accreditation
Data Sources: U.S. Department of Health and Human Services, city websites
of hospitals with
fie highest value receives a score of 100
2007
0.07
0.07
medical School affiliation
Data Source: U.S. Department of Health and Human Services
of Magnet hospitals
fie highest value receives a score of 100
2010
0.08
0.09
Data Source: American Nurses Credentialing Center
*Used only for large metros. ** Figures may not add up to one due to rounding.
42
Source: Milken Institute
N. WELLNESS INDICATORS
Access to medical care isn't the only factor determining well- being. Older Americans can take charge of their own health, improve
their quality of life, and lower their costs by emphasizing physical activity and prevention. Our index gauges which locations
encourage an active lifestyle.
Advances in medicine and health awareness efforts are leading to a longer life expectancy. We used life expectancy at 65
as a proxy measure for quality of life.
It's well - established that obesity leads to many chronic conditions. In 2008, the highest rates of obesity were found among
"early" baby boomers (age 52 -61), followed closely by "late" boomers (age 42 -51). Obesity rates among the elderly are expected
to rise sharply over the next two decades as the boomers enter their retirement years. Higher rates of obesity and greater numbers
of people with all types of chronic conditions will undoubtedly strain local health -care systems. To reflect this in the index, we
included measures such as obesity rates, the number of diabetes cases, and the number of people eligible for Medicare and
Medicaid.
Research shows that a nutritious diet, physical activity, social engagement, and mentally stimulating pursuits can all help people
stay healthy. New studies also suggest these factors might reduce the risk of cognitive decline and Alzheimer's disease. We
included indicators that address recreational facilities and food choices.
Although wellness programs for older Americans are plentiful, data are not readily available for each of them, and many do not
operate nationally. Consequently, we included the existing number of fitness facilities in the area instead of measuring each unique
program in detail. (The number of YMCAs in the metro was also included in the index but as a social engagement indicator.)
It would also be desirable to measure support networks for caregivers. But no quantifiable comprehensive measure could be found
at this time, so that was not included as an indicator.
Wellness Indicators
WEIGHTS **
INDICATOR METHODOLOGY
YEAR
100 Large
259 Small
Number enrolled in Medicare divided by pop 65+
Medicare enrollment The highest value receives a score of 100
2007
0.06
0.08
Data Source: U.S. Department of Health and Human Services
Number eligible divided by pop 65+
Medicaid eligibility
The lowest value receives a score of 100
2005
0.06
0.08
Data Source: U.S. Department of Health and Human Services
Per capita
Obesity rate
The lowest value receives a score of 100
2008
0.06
0.08
Data Source: Centers for Disease Control and Prevention
Normalized by composite score from average per capita and per pop 65+ calculations
Smoking rate*
The lowest value receives a score of 100
2010
0.06
Data Sources: Centers far Disease Control and Prevention, Milken Institute
Normalized by composite score from average per capita and per pop 65+ calculations
Diabetes rate
fie lowest value receives a score of 100
2008
0.06
0.08
Data Source: Centers for Disease Control and Prevention
Per pop 65+
Alzheimer's cases
The lowest value receives a score of 100
2010
0.05
0.08
Data Sources: Alzheimer's Association, Milken Institute
43
METHODOLOGY —
Indicators
WEIGHTS **
INDICATOR METHODOLOGY
YEAR
100 Large
259 Small
Normalized by composite score from average per capita and per pop 65+ calculations
Number of caregivers (state -level data)
2008
0.04
0.06
The highest value receives a score of 100
Data Source: AARP
Divided by corresponding U.S. value
Life expectancy at 65
fie highest value receives a score of 100
2007
0.07
0.09
Data Source: Centers for Disease Control and Prevention
of seniors living in
Number 65+ living in family households divided by pop 65+
The highest value receives a score of 100
2010
0.06
0.08
family households
Data Source: U.S. Census Bureau
of seniors with frequent
fie lowest value receives a score of 100
2009
0.06
-
mental distress*
Data Sources: Centers for Disease Control and Prevention, Milken Institute
of seniors with no
The lowest value receives a score of 100
2009
0.09
-
physical activity*
Data Sources: Centers far Disease Control and Prevention, Milken Institute
of commuters who
fie highest value receives a score of 100
2010
0.09
-
walk to work*
Data Source: U.S. Census Bureau
Number of fitness and
Per capita, NAICS code. 71394
recreational sports
The highest value receives a score of 100
2009
0.06
0.08
centers
Data Source: U.S. Census Bureau
Number of fast -food
Per 1,000 population
fie lowest value receives a score of 100
2008
0.07
0.09
outlets
Data Source: U.S. Department of Agriculture
Consumption at home, gallons per capita
Soda consumption
The lowest value receives a score of 100
2006
0.07
0.09
Data Source: U.S. Department of Agriculture
Number of golf courses,
Normalized by composite score from average per capita and per pop 65+ calculations,
skiing resorts, marinas,
NAICS codes: 71391, 71392, 71393, 71395
2010
0.05
0.07
bowling alleys, etc.
fie highest value receives a score of 100
Data Source: U.S. Census Bureau
*Used only for large metros. ** Figures may not add up to one due to rounding.
Selected Literature on Health -Care and Wellness Indicators
Source: Milken Institute
AARP Public Policy Institute, "Chronic Care: A Call to Action for Health Reform," http: // assets. aarp. org /rgcenter /health /beyond_5O_hcr.
pdf (accessed June 12, 2012).
Alzheimer's Association, "2012 Alzheimer's Disease Facts and Figures," 2012, http: / /www.alz. org /alzheimers_ disease_ facts_ and figures.
asp (accessed June 12, 2012).
Alzheimer's Disease Education & Referral (ADEAR) Center, "Alzheimer's Disease: Fact Sheet," July 2011, http: / /www.nia.nih.gov/
Alzheimers /Publications/adfact.htm (accessed June 12, 2012).
Andrew B. Bindman et al., "Preventable Hospitalizations and Access to Health Care," The Journal of the American Medical
Association 274, no. 4 (1995), p. 305 -11.
Center on an Aging Society, "Obesity Among Older Americans," July 2003, http: / /ihcrp. georgetown. edu /agingsociety /pubhtmi /obesity2/
obesity2.html (accessed on June 23, 2011).
44
The Federal Interagency Forum on Aging - Related Statistics, "Older Americans 2010: Key Indicators of Well- Being," 2010,
http: / /www.agingstats.gov /agingstatsdotnet /main_ site/default.aspx (accessed June 23, 2011).
Eric A. Finkelstein et al., "National Medical Spending Attributable to Overweight and Obesity: How Much, and Who's Paying ?"
May 2003, http: / /www. ncbi .nim.nih.gov /pubmed/14527256 (Accessed June 23, 2011).
Gallup and Healthways, "Older Americans Lead All Age Groups in Well- Being," May 2011, http: / /www.well- beingindex.com/
files / 20110518 _AgingRelease_WBI %20FINAL.PDF (accessed June 12, 2012).
Institute for Alternative Futures, "The Severe Burden of Diabetes on America's Seniors," May 2010, http: / /www.agingresearch.org/
content/article /detail /2590 (accessed June 23, 2011).
Bryan D. James et al., "Relation of Late -Life Social Activity With Incident Disability Among Community- Dwelling Older Adults," Journal
of Gerontology. Medical Sciences 66, no. 4 (2011), p. 467 -73, http: / /www. ncbi. nlm. nih.gov /pmc /articies/PMC3055280/ ?tool = pubmed
(accessed June 23, 2011).
The Henry J. Kaiser Family Foundation, "Update on Medicare Spending and Financing and Highlights from the 2009 Medicare Trustees'
Report," May 2009, http: / /www.kff.org /medicare /7905.cfm (accessed June 23, 2011).
The Henry J. Kaiser Family Foundation, "Dual Eligibles: Medicaid's Role for Low - Income Medicare Beneficiaries," May 2011,
http : / /www.kff.org/medicaid /4091.cfm (accessed June 12, 2012).
Meals on Wheels Association of America, http: / /www.mowaa.org.
MetLife Mature Market Institute, "Retirement Planning: Health Care Considerations," 2010, http: // www.metlife.com /assets/cao /mmi/
publications/essentials /mmi- retirement - planning - health- care - considerations.pdf (accessed June 24, 2011).
Project Enhance, http: / /www.projectenhance.org/
Kevin M. Murphy and Robert H. Topel, "The Value of Health and Longevity," June 2005, www.nber.org /papers/w11405.pdf (accessed
June 23, 2011).
SilverSneakers, http: / /www.silversneakers.com.
Andrew R. Sommers, "Obesity Among Older Americans," Congressional Research Service, February 2009, http: / /aging.senate.gov /crs/
aging3.pdf (accessed June 23, 2011).
Gabriel Sudduth, "AARP and Over Performed Medical Procedures," The Enterprise Blog, July 7, 2011, http: / /blog.american.
com/ 2011 /07 /aarp- offers - over - performed - medical - procedures/ (accessed February 1, 2012).
Ken Dychtwald, "Riding the Age Wave: How Health Care Can Stay Afloat," Caring, October 2011, http : / /www.agewave.com /media files/
CARING%2 OOctober % 202011 % 20with % 2Oidentifier% 202.pdf (accessed February 3, 2012).
"Technology for an Aging Population: Intel's Global Research Initiative," intel Health, 2008, http: / /www.intel.com /Assets/PDF /general/
health- 318883001.pdf (accessed February 8, 2012).
Susan C. Reinhard et al., "Raising Expectations: A State Scorecard on Long Term Services and Supports for Older Adults, People with
Physical Disabilities, and Family Caregivers," AARP Public Policy Institute, The Commonwealth Fund and The SCAN Foundation,
September 2011, http : / /www.longtermscorecard.orgl- /media /Files/Scorecard % 20site/ Report / AARP _Reinhard_Realizing_Exp_LTSS_
Scorecard_ REPORT_ WEB_v4.pdf (accessed June 8, 2012).
"Confronting the Aging Crisis in America," Leaders, 2010, http: / /www.leadersmag. com/ issues/2010.4_Oct/PDFs/LEADERS- Lou - Dobbs-
CNN- Frank- Corvino- Greenwich - Hospital- Jim - Beck - Home - Stead - Aging - Crisis.pdf (accessed June 8, 2012).
45
METHODOLOGY—
LIVING ARRANGEMENT INDICATORS
Older Americans have unique housing needs that can be crucial to maintaining independence as well as financial and physical
well- being.
The index includes a few general indicators attuned to "aging in place," such as mean housing price, average rental prices,
availability of home health -care services, etc. The number of households with at least one member 65 or older provides a measure
of how well the overall housing stock is geared toward the specific needs of this age group.
'Used only for large metros. — Figures may not add up to one due to rounding.
Source: Milken Institute
In addition, many older Americans need services such as landscape maintenance, shopping, and housekeeping. It is difficult to
measure the presence of these services, and we are unable to include them in the index at this time.
Among the alternative living arrangements included as indicators are:
A Nursing homes: The number of nursing beds available as well as the average cost of nursing -home care.
Quality is measured by Medicare's nursing home provider ratings.
46
Arrangement Living •
WEIGHTS **
INDICATOR
METHODOLOGY
YEAR
1 OO Large
259 Small
Divided by corresponding U.S. value
Median house price
The lowest value receives a score of 100
2009
0.13
0.13
Data Sources: National Association of Realtors, Moody's Analytics
Divided by corresponding U.S. value
Median rental price
The lowest value receives a score of 100
2009
0.13
0.13
Data Source: U.S. Census Bureau
of households with
fie highest value receives a score of 100
2010
0.10
0.10
65+ residents
Data Sources: U.S. Census Bureau, Milken Institute
Per population 65+
Number of nursing beds
The highest value receives a score of 100
2010
0.10
0.10
Data Source: Kaiser Family Foundation
Cost of semi - private
Median value, divided by corresponding U.S. value (state level data)
fie lowest value receives a score of 100
2009
0.05
0.05
nursing room
Data Sources: Metlife Mature Market Institute, Milken Institute
Home healthcare
Per population 65+, NAICS code 6216
The highest value receives a score of 100
2009
0.20
0.20
service providers
Data Source: Bureau of Labor Statistics
Continuing -care
Number of facilities per 65+ person
The highest value receives a score of 100
2010
0.10
0.10
facilities
Data Source: U.S. Census Bureau
Median value, divided by corresponding U.S. value (state level data)
Cost of assisted living
fie lowest value receives a score of 100
2010
0.05
0.05
Data Sources: Metlife Mature Market Institute, Milken Institute
Percent with 5 -star rating
Nursing -home rating
The highest value receives a score of 100
2008
0.15
0.15
Data Source: Centers for Medicare and Medicaid Services
'Used only for large metros. — Figures may not add up to one due to rounding.
Source: Milken Institute
In addition, many older Americans need services such as landscape maintenance, shopping, and housekeeping. It is difficult to
measure the presence of these services, and we are unable to include them in the index at this time.
Among the alternative living arrangements included as indicators are:
A Nursing homes: The number of nursing beds available as well as the average cost of nursing -home care.
Quality is measured by Medicare's nursing home provider ratings.
46
u Continuing -care retirement communities: These developments offer a progressive continuum of care on a single
campus. Over the course of years, residents may move from independent living to assisted living (with additional
household services) to facilities with specialized nursing care or rehabilitation services. CCRCs generally charge a
sizable entrance fee and ongoing monthly charges. These communities offer an independent lifestyle for as long as
possible but also provide the reassurance of having greater care at hand as needed.
A College - linked retirement communities: These communities have a connection to a college or university and can be
located on or off campus. Residents enjoy lifelong learning opportunities. Some of these developments include assisted
living and continuing care. Unfortunately, data are limited, so we could not use this as an indicator. However, the
number of universities, included as an employment /education indicator, can act as a proxy for this.
Selected Literature on Living Arrangement Indicators
Sally Abrahms, "Boomers Redefine Retirement Living," AARP Bulletin, April 2011, http: / /www.aarp.org /home- garden /housing /info -04-
2011 /elder- housing.html (accessed June 23, 2011).
AARP Public Policy Institute, AARP Policy Book 2011 -2012, http: / /www.aarp.org/ content / dam /aarp/ about _aarp /aarp _ policies /2011_ 04/
pdf /Chapter9.pdf
Barbara A. Haley and Robert W. Gray, 'Section 202 Supportive Housing for the Elderly: Program Status and Performance Measurement,"
U.S. Department of Housing and Urban Development, June 2008, http: / /www.huduser.org/portaI/ publications /hsgspec /sec_202.html
(accessed June 23, 2011).
MetLife Mature Market Institute, "Market Survey of Long Term Care Costs," October 2010, http: // www.metlife.com /assets/cao /mmi/
publications/studies/2011 /mmi- market - survey- nursing- home - assisted- living - adult- day- services - costs.pdf (accessed June 12, 2012).
MetLife Mature Market Institute, "Reverse Mortgages," 2012, http://www.metlife.com / assets /cao/ mmi /publications/essentials/mmi-
reverse- mortgages - essentials.pdf (accessed June 12, 2012).
MetLife Mature Market Institute, "Housing Trends Update for the 55+ Market," January 2011, http: / /www.metlife.com /mmi /research /55-
housing- trends- update.html #findings (accessed June 24, 2011).
NAHB Research Center and Columbia Enterprises, "Construction Cost Indices: HUD Section 202 and 811 Supportive Housing
Programs," April 2005, http: / /www.huduser.org /portal/ publications /hsgtin /costindices.html (accessed June 23, 2011).
U.S. Government Accountability Office, "Older Americans: Continuing Care Retirement Communities Can Provide Benefits,
But Not Without Some Risk," June 2010, http : / /www.gao.gov /products/GAO -10 -611 (accessed June 23, 2011).
U.S. Department of Housing and Urban Development, 'Section 202 and 811 Operating Costs Needs," March 2007, http: / /www.huduser.
org/portal/ publications /pubasst /Sec_202_811.html (accessed June 24, 2011).
Rodney Harrell and An Houser, 'State Housing Profiles: Housing Conditions and Affordability for the Older Population,"
AARP Public Policy Institute, 2011 http: // assets. aarp. org/ rgcenter/ ppi/ liv- com /AARP_Housing2011_FuII.pdf
47
METHODOLOGY
wim, TRANSPORTATION /CONVENIENCE INDICATORS
Mobility can determine the extent of independence and engagement that older Americans enjoy. But many communities across
the U.S. can only be navigated by driving. As the population ages, the need for better public transit options will be vast.
A recent survey concluded that older Americans would consider using public transportation more regularly if:
a it were convenient and easily accessible (80 percent)
A services were more comfortable and took them to many of their regular destinations (75 percent)
A it stopped at locations that offered senior discounts (68 percent)
Transit use by people 65 and older as a share of all the trips taken increased by a remarkable 40 percent from 2001 to 2009. In
2009, older adults took more than 1 billion trips on public transportation (a 55 percent increase over trips recorded in 2001).
Fifteen percent of those 65 -plus reported having used public transportation in the past month, and those respondents averaged
approximately two trips per week.
To address transportation in the index, we included the mean commute time to work, number of passenger trips in public
transportation, and mean fare for senior riders.
Indicators
.&T—ransportation/Convenience
WEIGHTS **
INDICATOR METHODOLOGY
YEAR
1 OO Large
259 Small
2010
0.10
0.11
Average commute time The lowest value receives a score of 100
to work Data Source: U.S. Census Bureau
Number of passenger
Composite score from average per capita and per pop 65+ calculations
fie highest value receives a score of 100
2010
0.25
0.26
trips
Data Sources: American Public Transportation Association, Milken Institute
Mean fare in public
65+ or people with disabilities
The lowest value receives a score of 100
2009
0.05
-
transport*
Data Sources: American Public Transportation Association, city websites
Investment in public /
Section 5310 state spending per 65+ population, divided by the corresponding U.S. value
fie highest value receives a score of 100
2011
0.15
0.16
Senior transportation
Data Sources: Federal Transit Administration, U.S. Census Bureau, Milken Institute
Number of grocery,
Per capita, NAICS codes: 4451, 4461, 8123
The highest value receives a score of 100
2008
0.25
0.26
convenience stores, etc.
Data Source: Bureau of Labor Statistics
of households near
Percent nearer than one mile, divided by the corresponding U.S. value
The highest value receives a score of 100
2010
0.20
0.21
grocery
Data Source: U.S. Department of Agriculture
*Used only for large metros. ** Figures may not add up to one due to rounding. Source: Milken Institute
Two major government programs are worth mentioning here:
Transportation for Elderly Persons and Persons with Disabilities
a Section 5310 under the U.S. Department of Transportation was created in 1975 to provide funding to states for the
purpose of helping private nonprofit groups that serve the elderly and disabled.
A Each state's funding is based on the number of elderly and disabled residents.
48
New Freedom Grants
These grants seek to expand the available transportation options beyond the requirements of the Americans with
Disabilities Act.
A The Federal Transit Administration apportions 60 percent of the grants to designated recipients in large urbanized areas,
20 percent to the states for small urbanized areas, and 20 percent to the states for rural and small urban areas.
We also included number of grocery stores, drugstores, and dry- cleaning and laundry services available to indicate the convenience
of daily life. A higher concentration of these establishments offsets decreased mobility because the stores are more likely to be a
brief walk or short drive away. With this objective in mind, we also included the percentage of grocery stores within a mile range.
Selected Literature on Transportation Indicators
Federal Transit Administration's New Freedom Program: http: / /www.fta.dot.gov/ funding / grants /grants_ financing_3549.html (accessed
June 8, 2012).
Harris Interactive, "Older American Attitudes Toward Mobility and Transportation," www.colorado.edu/RetiredFaculty/051206harris
interactive.pdf (accessed June 23, 2011).
David Koffman et al., "Funding the Public Transportation Needs of an Aging Population," American Public Transportation Association,
March 2010, http: / /www.apta.com/ resources /reportsandpublications / Documents /TCRP_J11_Funding_Transit_ Needs_ of Aging_
Population.pdf (accessed June 12, 2012).
Kevin DeGood et al., "Aging in Place, Stuck Without Options," Transportation for America, 2011, http: / /t4america.org /docs/
SeniorsMobilityCrisis.pdf (accessed June 12, 2012).
Jana Lynott and Carlos Figueiredo, "How the Travel Patterns of Older Adults are Changing: Highlights from the 2009 National Household
Travel Survey," AARP Public Policy Institute, April 2011, http: // assets. aarp. orglrgcenter /ppi /liv- com /fs218- transportation.pdf (accessed
June 8, 2012).
Walk Score, 2012, http: / /www.walkscore.com/ (accessed February 1, 2012)
49
METHODOLOGY
0 FINANCIAL INDICATORS
As most Americans consider life after 65, financial security looms large. This issue will be pivotal as the baby boomers enter
retirement, many without pensions or adequate retirement savings.
Our index cannot delve into all the issues surrounding retirement planning, but it can provide a snapshot of which places provide
an environment that is conducive to financial well- being. Among these factors are:
1.0verall prosperity:
u Total bank deposits, per capita income, percentage of the 65 -plus population below the poverty level, and growth
in income level.
u Dependency ratio (proportion of those younger than 16 and older than 64 to the rest of the population). A lower
ratio implies there are more working -age people in a location, providing a solid tax base that can support services
for seniors.
2.State and local government policies: Tax burden (total state and local taxes paid per capita including property and sales
taxes). A higher tax burden implies more financial stress for seniors.
3.Factors directly affecting older Americans: Many seniors seize the opportunity to launch small businesses, so we
measured the growth of small businesses in each area. We also looked at reverse mortgages; a higher amount of reverse
mortgage principal in a metro signals financial distress among the 65 -plus population.
Beyond that, there are many unique financial issues that demand advisory services and a high level of financial literacy to
navigate: estate planning, insurance issues, philanthropy, assistance in drawing up living wills and medical directives, etc.
However, it is difficult to quantify these measures at the metro level.
Financial Indicators
WEIGHTS **
INDICATOR METHODOLOGY
YEAR
100 Large
259 Small
Number of banks, Per capita, NAICS codes. 522 and 523
fie highest value receives a score of 100
2009
0.10
0.10
financial institutions, etc. Data Source: Bureau of Labor Statistics
Per capita, divided by corresponding U.S. value
Total bank deposits
fie highest value receives a score of 100
2010
0.10
0.10
Data Source: Federal Deposit Insurance Corporation
State and local taxes paid, per capita (state -level data); divided by corresponding U.S. value
Tax burden
The lowest value receives a score of 100
2009
0.15 0.15
Data Source: Tax Foundation
Population ( <18 and 65 +) divided by population 18 -64
Dependency ratio
The lowest value receives a score of 100
2010
0.10 0.10
Data Sources: U.S. Census Bureau, Milken Institute
Indexed growth of number of businesses ( <50 employees), divided by corresponding
Indexed growth of small
U.S. value
2004;
0.15 0.15
businesses
fie highest value receives a score of 100
2009
Data Source: U.S. Census Bureau
of 65+ population
fie lowest value receives a score of 100
2009
0.10
0.10
below poverty line
Data Source: U.S. Census Bureau
50
WEIGHTS **
INDICATOR METHODOLOGY YEAR
100 Large 259 Small
Capital gains as % of Net capital gains divided by adjusted gross income (state -level data)
adjusted gross income
The highest value receives a score of 100 2009 0.05 0.05
Data Sources: Internal Revenue Service, Milken Institute
*Used only for large metros. ** Figures may not add up to one due to rounding.
Selected Literature on Financial Indicators:
Source: Milken Institute
Bob Calandra, 'Bankruptcies Up for Older Adults," AARP Bulletin, January 6, 2011, http: / /www.aarp.org/money /credit - loans- debt /info-
01- 2011 /bankruptcies_up_ for older_ americans_.htmI (accessed June 23, 2011).
Employee Benefit Research Institute, "The Sources of Income of Elderly Men and Women (Age 65 and Older)," September 2010, www.
ebri. org / pdf /FFE176.3OSept 10. IncEld- Gndr. Final. pdf (accessed June 23, 2011).
Employee Benefit Research Institute, "Income of the Elderly Population Age 65 and Over, 2005," May 2007, www.ebri.org/pdf /notespdf/
EBRI_ Notes _05- 2007.pdf (accessed June 23, 2011).
T. Lynn Fisher, 'Estimates of Unreported Asset Income in the Survey of Consumer Finances and the Relative Importance of Social
Security Benefits to the Elderly," Social Security Bulletin 67 no. 2 (2007), http: / /www.ssa.gov/ policy /docs/ssb /v67n2 /v67n2p47.htmi
(accessed June 24, 2011).
Neil Howe and Richard Jackson, "How Ready for Pensioners ?" International Monetary Fund, Finance & Development48, no. 2 (2011),
http: / /www.imf.orglexternal /pubs/ft /fandd /2011 /06 /Howe.htm (accessed June 24, 2011).
HSBC, "The Future of Retirement: What People Want," 2006, http: / /www.hsbc.com /l /PA_esf -ca- app- content/content/assets/
retirement /2006_ for report_people.pdf (accessed June 12, 2012).
Susan Jacoby, "The Nest Egg Myth," Los Angeles Times, February 20, 2011, http: / /articies.latimes.com /2011 /feb /20 /opinion /la -oe-
jacoby- aging- boomers - 20110220 (accessed June 24, 2011).
Hilary Johnson, "Wells Fargo Extends Elder Services to East Coast," Investment News, July 22, 2010, http: / /www.investmentnews.com/
article/20100722/FREE/100729957 (accessed June 12, 2012).
MetLife Mature Market Institute et al., 'Broken Trust: Elders, Family, and Finances," March 2009, http: /Avww.metlife.com /mmi /research/
broke n - trust - el der - abuse.html #findings (accessed June 24, 2011).
MetLife Mature Market Institute, "Tapping Home Equity in Retirement," June 2009, http: / /www.metlife.com /mmi /research /home - equity-
retirement.html #findings (accessed June 24, 2011).
MetLife Mature Market Institute, "Preventing Elder Financial Abuse for Older Adults," 2011, http : / /www.metlife.com /assets/cao /mmi/
publications/ studies / 2011 / Tips /mmi- preventing - elder - financial- abuse - older - adults. pdf (accessed June 24, 2011).
Serena Lei, "The Future of Social Security: Solvency, Work, Adequacy, and Equity," The Urban Institute, November 2010,
http : / /www.urban.org /UploadedPDF/ 412253 - Social - Security- Solvency.pdf (accessed June 23, 2011).
Richard Jackson et al., "The Global Aging Preparedness Index," Center for Strategic and International Studies, October 2010,
http://csis.org/files/publication/101014—GlobalAginglndex D L_Jackson_LR. pdf
51
Indexed income growth (2005- 2010), divided by corresponding U.S. value
2005;
Income growth
The highest value receives a score of 100
2010
0.10 0.10
Data Source: Bureau of Economic Analysis
Amount of reverse
Initial principal limit/population 65 +, divided by corresponding U.S. value
The lowest value receives a score of 100
2011
0.15 0.15
mortgages
Data Source: U.S. Department of Housingand Urban Development
*Used only for large metros. ** Figures may not add up to one due to rounding.
Selected Literature on Financial Indicators:
Source: Milken Institute
Bob Calandra, 'Bankruptcies Up for Older Adults," AARP Bulletin, January 6, 2011, http: / /www.aarp.org/money /credit - loans- debt /info-
01- 2011 /bankruptcies_up_ for older_ americans_.htmI (accessed June 23, 2011).
Employee Benefit Research Institute, "The Sources of Income of Elderly Men and Women (Age 65 and Older)," September 2010, www.
ebri. org / pdf /FFE176.3OSept 10. IncEld- Gndr. Final. pdf (accessed June 23, 2011).
Employee Benefit Research Institute, "Income of the Elderly Population Age 65 and Over, 2005," May 2007, www.ebri.org/pdf /notespdf/
EBRI_ Notes _05- 2007.pdf (accessed June 23, 2011).
T. Lynn Fisher, 'Estimates of Unreported Asset Income in the Survey of Consumer Finances and the Relative Importance of Social
Security Benefits to the Elderly," Social Security Bulletin 67 no. 2 (2007), http: / /www.ssa.gov/ policy /docs/ssb /v67n2 /v67n2p47.htmi
(accessed June 24, 2011).
Neil Howe and Richard Jackson, "How Ready for Pensioners ?" International Monetary Fund, Finance & Development48, no. 2 (2011),
http: / /www.imf.orglexternal /pubs/ft /fandd /2011 /06 /Howe.htm (accessed June 24, 2011).
HSBC, "The Future of Retirement: What People Want," 2006, http: / /www.hsbc.com /l /PA_esf -ca- app- content/content/assets/
retirement /2006_ for report_people.pdf (accessed June 12, 2012).
Susan Jacoby, "The Nest Egg Myth," Los Angeles Times, February 20, 2011, http: / /articies.latimes.com /2011 /feb /20 /opinion /la -oe-
jacoby- aging- boomers - 20110220 (accessed June 24, 2011).
Hilary Johnson, "Wells Fargo Extends Elder Services to East Coast," Investment News, July 22, 2010, http: / /www.investmentnews.com/
article/20100722/FREE/100729957 (accessed June 12, 2012).
MetLife Mature Market Institute et al., 'Broken Trust: Elders, Family, and Finances," March 2009, http: /Avww.metlife.com /mmi /research/
broke n - trust - el der - abuse.html #findings (accessed June 24, 2011).
MetLife Mature Market Institute, "Tapping Home Equity in Retirement," June 2009, http: / /www.metlife.com /mmi /research /home - equity-
retirement.html #findings (accessed June 24, 2011).
MetLife Mature Market Institute, "Preventing Elder Financial Abuse for Older Adults," 2011, http : / /www.metlife.com /assets/cao /mmi/
publications/ studies / 2011 / Tips /mmi- preventing - elder - financial- abuse - older - adults. pdf (accessed June 24, 2011).
Serena Lei, "The Future of Social Security: Solvency, Work, Adequacy, and Equity," The Urban Institute, November 2010,
http : / /www.urban.org /UploadedPDF/ 412253 - Social - Security- Solvency.pdf (accessed June 23, 2011).
Richard Jackson et al., "The Global Aging Preparedness Index," Center for Strategic and International Studies, October 2010,
http://csis.org/files/publication/101014—GlobalAginglndex D L_Jackson_LR. pdf
51
METHODOLOGY
*- EMPLOYMENVEDUCATION INDICATORS
Many baby boomers are embarking on so- called encore careers. Their reasons are varied: They may be fulfilling long -held dreams,
trying to stay productive and engaged, or seeking work out of necessity as they realize their Social Security or retirement income
is inadequate.
Approximately 6 percent to 9.5 percent of 44- to 70- year -old Americans (5.3 million to 8.4 million people) have already started
second careers. Many of them have turned to education, entrepreneurship, or social causes. One example is the EnCorps Teachers
Program, which mobilizes retired science and math professionals who want to work in a teaching environment.
The challenge for the index is to find consistent data to measure the presence of encore career opportunities. We have included
employment for those 65 and older and overall growth rates in key industries that are attracting older workers, such as health
care, education, and leisure and hospitality industries. Similarly, a larger service -based economy (as opposed to a larger
manufacturing economy) implies more opportunities for a senior to secure a job.
However, those who have already found their chosen second career still make up a relatively small group. A broader question
focuses on retraining those who would like to seek new careers. Many retraining and educational programs are being offered
to allow baby boomers to develop new job skills. Many older Americans find intellectual stimulation, fulfillment, and social
engagement through lifelong learning and enrichment programs. But since it is difficult to account for all of these varied
educational programs, we are using college enrollment, number of universities, and number of community colleges as a proxy
measure. Approximately 84 percent of colleges report having offerings targeted to students over age 50.
ML Employment/Education • •
WEIGHTS **
INDICATOR METHODOLOGY YEAR
1 OO Large
259 Small
Percent of 65+ Divided by corresponding U.S. value
fie highest value receives a score of 100 2010
0.15
0.20
employed Data Sources: Bureau of Labor Statistics, Milken Institute
65+ unemployment rate
The lowest value receives a score of 100
2010
0.10 0.15
Data Sources: Bureau of Labor Statistics, Milken Institute
Employment growth
Indexed growth 2005 -2010, divided by corresponding U.S. value
2005;
(health, education,
fie highest value receives a score of 100
2010
0.15 0.20
leisure, and hospitality)
Data Sources: Bureau of Labor Statistics, Milken Institute
Output of service sector/
Divided by corresponding U.S. value
The highest value receives a score of 100
2010
0.20
0.20
manufacturing
Data Sources: Bureau of Economic Analysis, Milken Institute
Per capita
College enrollment
The highest value receives a score of 100
2010
0.20
0.25
Data Source: U.S. Census Bureau
Number of community
Per 100,000 population
fie highest value receives a score of 100
2010
0.15
colleges*
Data Sources: U.S. Census Bureau, city websites
Per 100,000 population
Number of universities*
The highest value receives a score of 100
2010
0.05
Data Source: U.S. Census Bureau
*Used only for large metros. ** Figures may not add up to one due to rounding.
52
Source: Milken Institute
Selected Literature on Employment Opportunities /Education and Retraining Indicators
American Association of Community Colleges, "Educating Plus -50 Learners: Opportunities for Community Colleges,"
http://plus50.aacc.nche.edu/documents/EducatinF_Plus 50-Learners Opportun itiesforCommunity Colleges. pdf
(accessed June 23, 2011).
Civic Ventures, http: / /www.encore.org /learn /faqs.
The EnCorps Teachers Program, http : / /www.encorpsteachers.com /.
MetLife Foundation /Civic Ventures, "Encore Career Survey," June 2008, http://www.civicventures.org / publications /surveys/encore- career-
survey.cfm (accessed June 23, 2011).
MetLife Mature Market Institute, "Searching for the Silver Bullet: Leading Edge Solutions for Leveraging an Aging Workforce," November
2007, http: / /www.metlife.com/ assets /caalmmi /publications/studies /mmi- searching - silver- bullet.pdf (accessed June 24, 2011).
Bernard Osher Foundation, http:// www .osherfoundation.org /index.php ?olli.
Anne Shattuck, "Older Americans Working More, Retiring Less," Carsey Institute, Summer 2010, www.carseyinstitute.unh.edu /
publications /IB_ Shattuck _ Older_Workers.pdf (accessed June 23, 2011).
U.S. Department of Labor, "Congressional Budget Justification, Employment And Training Administration, Community Service
Employment for Older Americans," 2012, www. dol .gov /dol /budget/2012 /PDF /CBJ- 2012- V1- 06.pdf (accessed June 12, 2012).
Yoshio Yazaki, "Assessing the Suitability of the Elderly for Employment," The Geneva Papers on Risk and Insurance, vol. 27 no. 4
(2002), p.534 -39.
Sandra Block, "Boomers look to'encore' careers," USA Today, November 21, 2011, http: / /www.usatoday.com /money /workplace/
story/ 2011- 11 -21/ encore - careers- intel/5 1 338 594/1 (accessed February 2, 2012).
Tina Rosenberg, "in a Second Career, Working to Make a Difference," The New York Times, January 5, 2012, http: / /opinionator.blogs.
nytimes.com/ 2012 /01 /05 /in -a- second - career - working -to- make -a- difference/ (accessed February 2, 2012).
Marc Freedman, "Old Dogs, New Tricks: Why More Seniors Are Starting Companies," The Atlantic, December 17, 2011, http: / /www.
theatiantic.com/ business /archive/2011 /12 /old- dogs- new - tricks - why- more - seniors - are - starting -com pan ies/250021/ (accessed February 3,
2012).
Ana Veciana- Suarez, "When older professionals aren't ready to hang it up," The Miami Herald, December 20, 2011, http: / /www.
miamiherald.com/ 2011 /12 /17 /v- fullstory/ 2542762 / when - older - professionals- arent.html (accessed February 1, 2012).
Don Clark, "Intel Steps Up to Help Employee 'Encores, "' The Wall Street-Iournal, November 21, 2011, http: / /blogs.wsj.com/
d igits/2011 /11/21 /i ntel- steps -u p- to -hel p -em ployee- encores/.
Josh Keller, "UCLA Joins Venture to Offer Online Education to Baby Boomers," The Chronicle of Higher Education, June 23, 2011,
http: / /chronicle. com /blogs/wiredca mpus/uc la- starts -on I i ne- education -com pany- for - baby - boomers / 31934 ?sid= at &utm_ source= at &utm_
medium =en.
Eric Lesser, Bill Farrell, and Meredith Payne, "Addressing the challenges of an aging workforce: A human capital perspective for firms
operating in Asia Pacific," IBM Business Consulting Services, 2004, pp. 1 -12, http: / /www- 3l.ibm.com /cn /services /bcs /iibv /pdf /g510-
3970- aging- workforce - asia.pdf (accessed January 31, 2012).
Eric Lesser, Carsten Hausmann, and Steffen Feuerpeil, "Addressing the challenges of an aging workforce: A human capital perspective
for companies operating in Europe," IBM Business Consulting Services, 2005, pp. 1 -16, http://www.aia-aerospace.org/assets/smc_wp-
workforce.pdf (accessed February 1, 2012).
53
METHODOLOGY
ifJI COMMUNITY ENGAGEMENT INDICATORS
The quality and degree of social and community engagement mean the difference between retirees feeling isolated and
marginalized or enjoying a sense of connection and fulfillment. To reflect this in the index, we determined the relative number of
museums, cultural institutions, entertainment venues, religious organizations, and public libraries in a given area. In addition,
it is hard to overstate the importance of YMCAs as an integral part of the community because they provide both wellness and
enrichment programs.
Many seniors want to live in a place with a larger proportion of older people so they can connect socially, so we included the
percentage of a city's population that is 65 and older.
According to the Administration on Aging, more older Americans are enriching their communities and their own lives through
volunteerism. A study from the Corporation for National and Community Service found that 7.7 million seniors volunteered in
2002 compared with 9.1 million in 2009. That represents 24 percent of older Americans.
One funding source for states is the Older Americans Act Title III, which was allocated $1.19 billion in 2011. Title III provides
grants for state agencies on aging to develop community -based systems that serve older people, including support services and
senior activity programs. Measuring this funding will act as a proxy for the availability of such programs.
Ideally, we would measure a host of lifestyle factors such as the availability of senior discounts or the presence of seniors in the
local artistic and cultural community. But because these can't be quantified, we can't include them as indicators.
Community jIL •.•' ment Indicato
WEIGHTS **
INDICATOR METHODOLOGY
YEAR
1 OO Large
259 Small
2010
0.30
0.30
of population 65+ The highest value receives a score of 100
Data Source: U.S. Census Bureau
Number of arts,
Museums, places of worship, gambling halls, etc. (NAICS code: 71) Composite score
entertainment, and
from average per capita and per pop 65+ calculations
2010
0.25
0.25
fie highest value receives a score of 100
recreation facilities
Data Source: Bureau of Labor Statistics
Number of 65+ volunteers divided by pop 65+ (state-level data)
Senior volunteer rates
fie highest value receives a score of 100
2009
0.25
0.25
Data Sources: Corporation for National & Community Service, Milken Institute
Number of public
Composite score from average per capita and per pop 65+ calculations
The highest value receives a score of 100
2008
0.05
0.05
libraries
Data Source: Institute of Museum and Library Services
Composite score from average per capita and per pop 65+ calculations
Number of YMCAs
fie highest value receives a score of 100
2011
0.10
0.10
Data Source: YMCA
State funding (Title III) for seniors per pop 65 +, divided by U.S. value
Funding for seniors
The highest value receives a score of 100
2010
0.05
0.05
Data Source: U.S. Administration on Aging
— Figures may not add up to one due to rounding.
54
Source: Milken Institute
Selected Literature on Community Engagement Indicators
Barbara A. Butrica, Richard W. Johnson, and Sheila R. Zedlewski, "Volunteer Transitions Among Older Americans,"
The Urban Institute, October 2007, http: / /www. urban .org /publications/411582.htmi (accessed June 23, 2011).
Volunteering in America, "Volunteering of Older Adults (age 65 and over) ", http: / /www.volunteeringinamerica.gov /special /Older- Adults-
%28age -65- and - over %29 (accessed June 12, 2012).
Relevant Indexes on Topics Related to Aging
AARP, "15 Best Places to Reinvent Your Life" http: / /www.aarp.org/ about -aarp /press- center /info- 2003 /nr040103.html
(accessed July 13, 2011).
Bankers Life and Casualty Company, "Bankers Best Cities for Seniors 2005" http: / /www. bankers .com /AboutUs- PR- TopCities.aspx
(accessed July 13, 2011).
Canadian Index of Well- being, "How are Canadians Really Doing ?," 2011, http: / /ciw.ca /reports/en /Reports %20and%20FAQs/CIW-
HowAreCanadiansReallyDoing-FINAL.pdf (accessed June 12, 2012).
Sasha Emmons, "Best Cities 2010: 10 Cities with the Strongest Economies," 2010, http: / /www.parenting.com /gallery /best- cities -2010-
cities- with - the - strongest- economies ?pnid = 113298 (accessed June 24, 2011)
William P. Barrett, "The Best Cities for an Active Retirement," 2011, Forbes, http://www.forbes.com / 2011 /02/11/25- best - cities - active-
retirement- bicycling - walking - volunteering- crime- doctors.html (accessed July 13, 2011).
Foreign Policy, A.T. Kearney, and the Chicago Council on Global Affairs, "The Global Cities Index 2010," Foreign Policy, 2010, http: //
www.foreignpolicy.com /node /373401 (accessed June 28, 2011).
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(accessed June 12, 2012).
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Studies, October 2010, http: // gapindex .csis.org /publications.htmi (accessed June 23, 2011).
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MetLife Mature Market Institute, "Retirement Readiness Index," May 2010, http: / /www.metlife.com /mmi /research /retirement - readiness-
index.html #findings (accessed June 24, 2011).
The Mori Memorial Foundation, "Global Power City Index 2009," October 2009, http: / /www.mori -m- foundation .or.jp /english /research/
project /6 /pdf /GPCI2009_English.pdf (accessed June 28, 2011).
Organisation for Economic Co- operation and Development (OECD), "Compendium of OECD Well-Being Indicators," 2011, http: / /www.
oecd.org/document /2810,3746,en_ 2649_ 201185_ 47916764_1_1_1_1,OO.html (accessed June 23, 2011).
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Increase Economic Security for New Mexico Elders," August 2010, http : / /www.atlanticphilanthropies .org/learning /report- ageing- place-
dignity (accessed July 5, 2011).
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recreational- cities (accessed June 24, 2011).
David Savageau, Retirement Places Rated (Hoboken: Wiley Publishing Inc., 2007).
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hospitals- 2011 -12- the - honor -roll (accessed June 12, 2012). Also see: http: / /health.usnews.com /best - hospitals/rankings (accessed June
12, 2012).
U.S. News & World Report, "Best Places to Retire" http: // money.usnews.com/ money/ retirement /best - places -to- retire (accessed July 13,
2011).
55
METHODOLOGY
Sara Vigneri, "2011 Best Cities for Families," Parenting, 2011, http: / /www.parenting.com /gallery /2011- best - cities -to -live (accessed July
12, 2011).
Laura Henze Russell, Ellen A. Bruce, and Judith Conahan, "The WOW -GI National Elder Economic Security Standard: A Methodology to
Determine Economic Security for Elders," Gerontology Institute and Wider Opportunities for Women, 2006, http: / /www.wowonline.org/
ourprogra ms/eesi/doc uments/Fi nalWOWG I National Methodology. pdf.
Jim Sullivan, Justine Sears, and Karen Glitman, "A Travel- Livability Index for Seniors, Phase I: Livability Attribute Importance,"
Transportation Research Center, May 2011, pp. 1 -23.
Toshiko Kaneda, Marlene Lee, and Kelvin Pollard, "SCL/PRB Index of Well -Being in Older Populations," Stanford Center on Longevity
and Population Reference Bureau, June 2011, http:// longevity. stanford. edu /wp- content/uploads / 2011 /09 /SCL -PRB- Index -of- Well- Being-
i n- Older - Populations. pdf.
Sarah Mahoney, "10 Affordable Cities for Retirement," AARP The Magazine, September 2011, http: / /www.aarp.org /home - garden /livable-
communities/info-07- 2011 /affordable- cities.html (accessed June 14, 2012).
AARP, "10 Great Sunny Places to Retire," January 2012, http://www.aarp.org/home- garden /livable- communities /info -11- 2011 /10- Great-
Sunny- Places -to- Retire- AARP.html (accessed June 14, 2012).
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real _ estate /1109 /gallery. best _ places _ retire. moneymag/index.htmI (accessed May 8, 2012).
"The Best Health Care Cities 2012," The Daily Beast, 2012, http: / /www.thedailybeast .com /gaileries/2012 /01 /11 /the- best - health -care-
cities- 2012.html (accessed May 8, 2012).
Danielle Kurtzleben, "10 Best Cities for Public Transportation," U.S. News, February 8, 2011, http: / /www.usnews.com /news/
articles/2011 /02/08/10- best - cities - for - public- transportation (accessed May 8, 2012).
Joel Kotkin, Michael Shires, "The Best Cities for Jobs," Forbes, May 1, 2012, http:// www.forbes.com /sites/joelkotkin /2012 /05 /01 /the-
best- cities - for - jobs -2/ (accessed May 8, 2012).
The Washington Economics Group, Inc., "Best Choice for Retiring Boomers: Head South - An Analysis of Selected U.S. Cities," April
16, 2012, http: / /www.scribd.com /doc/ 89656447 / Best - Choice - for - Retiring- Boomers - Head - South -An- Analysis -of- Selected -U -S- Cities
(accessed June 14, 2012).
Matt Brownell, "The Best Cities to Bank," MainStreet, February 1, 2011, http:/ /www.mainstreet.com /slideshow /money /investing /best-
cities -bank (accessed May 8, 2012).
Venessa Wong and Joel Stonington, "The Best Places to Live," Bloomberg Businessweek, September 20, 2011, http:Himages.
businessweek. com /slideshows /20110920 /america -s -50- best - cities/ (accessed May 8, 2012).
Melanie Haiken, "America's Top 20 Healthiest Cities," Forbes, September 13, 2011, http: / /www.forbes.com /sites/
melaniehaiken/ 2011 /09 /13 /americas- top -10- healthiest - cities/ (accessed May 8, 2012).
"Best U.S. Cities for Seniors 2011," Bankers Life and Casualty Company Center for a Secure Retirement, 2011, http: / /www.
centerforasecureretirement.com / media /124687 /18423_bestcities.pdf (accessed May 8, 2012).
William P. Barrett, "The 25 Best Places to Retire in 2012," Forbes, June 6, 2012, http: / /www.forbes.com /sites/
williampbarrett/2012 /06/06/ the -25- best - places -to- retire -in -2012/ (accessed June 14, 2012).
William P. Barrett, "Top Places to Retire -And Work," Forbes, January 23, 2012, http: / /www.forbes.com /sites/
williampbarrett/2012 /01/23 /top - places -to- retire - and -work/ (accessed June 14, 2012).
Emily Brandon, "10 Places to Launch a Second Career in Retirement," U.S. News and World Report, March 29, 2010, http:Hmoney.
usnews.com/ money /personal- finance / retirement /articles/ 2010 /03/29/10- places -to- launch -a- second - career -in- retirement (accessed June
14, 2012).
Nancy F. Smith, "The 10 best places to retire," CBS Money Watch, February 22, 2012, http: / /www.cbsnews.com /8334- 505146_162-
57382790/the -l0- best - places -to- retire/ (accessed June 14, 2012).
56
Laura Carstensen
Professor of Psychology and Fairleigh S.
Dickinson Jr. Professor in Public Policy,
Stanford University; Founding Director,
Stanford Center on Longevity
Henry Cisneros
Executive Chairman, City View;
former U.S. Secretary of Housing and
Urban Development;
former Mayor, City of San Antonio
Joseph F. Coughlin
Director, Massachusetts Institute of
Technology AgeLab; Fellow, Gerontological
Society of America; Fellow,
World Demographic & Ageing Forum
Ken Dychtwald
President and CEO, Age Wave
Marc Freedman
CEO and Founder, Civic Ventures;
Founder, Experience Corps;
Founder, The Purpose Prize
Bill Frey
Senior Fellow, Milken Institute;
Visiting Fellow, Brookings Metropolitan
Policy Program; Research Professor,
Population Studies Center,
University of Michigan
Michael Hodin
Executive Director,
Global Coalition on Aging;
Adjunct Senior Fellow,
Council on Foreign Relations
57
David Kirchhoff
Director, President, and CEO,
Weight Watchers International
Paul Kusserow
Senior Vice President and Chief Strategy and
Corporate Development Officer, Humana Inc.
Sherry Lansing
CEO, Sherry Lansing Foundation; Founder,
EnCorps Teachers Program; Founder,
PrimeTime LAUSD
Nancy LeaMond
Executive Vice President,
State and National Group,
AARP
Freda Lewis -Hall
Chief Medical Officer
and Executive Vice President,
Pfizer Inc.
Jane E. Shaw
Former Chairman of the Board,
Intel
Rodney E. Slater
Partner, Patton Boggs, LLP;
former U.S. Secretary of Transportation
Fernando Torres -Gil
Associate Dean, School of Public Affairs,
Professor of Social Welfare and Public
Policy, Director, Center for Policy Research
on Aging, UCLA; former Assistant Secretary
for Aging, U.S. Department of Health and
Human Services
ANUSUYA CHATTERJEE is an economist specializing in econometric modeling and health- and productivity - related issues,
including studies related to chronic disease and obesity, the economic impacts of publicly funded projects, and the life -
sciences industry. Her recent focus has been supervising projects related to the economics of aging and obesity. Her research
has been published in various academic journals and presented at conferences. She has co- authored impactful Milken Institute
publications such as Film Flight. Lost Production and Its Economic Impact on California, Jobs for America: Investments and
Policies for Economic Growth and Competitiveness, The Greater Philadelphia Life Sciences Cluster 2009, and An Unhealthy
America. She has also written opinion articles for mainstream media and contributes to the Institute's blog. Previously she held
a tenure track academic position at the University of Southern Indiana; worked in partnership with the New York State Office of
Alcoholism and Substance Abuse Services to estimate the cost of providing chemical dependency treatment services in New York
State; and helped the Cancer Foundation of India with data collection strategies. Her dissertation was an econometric analysis
of the benefits of Head Start. Chatterjee received a Ph.D. in economics from the State University of New York, Albany, a master's
degree from the Delhi School of Economics, and a bachelor's degree from Jadavpur University in India.
ROSS DEVOL is chief research officer at the Milken Institute. He oversees research on international, national and comparative
regional growth performance; technology and its impact on regional and national economies; access to capital and its role in
economic growth and job creation; and health - related topics. Since joining the Institute, DeVol has put his group in the national
limelight with groundbreaking research on technology and its impact on regional and national economies. He is an expert on
the new intangible economy and how regions can prepare themselves to compete in it. He examines the effects of technology,
research and development activities, international trade, human capital and labor -force skills training, entrepreneurship, early -
stage financing, capital access, and quality -of -place issues on the geographic distribution of economic activity. DeVol is ranked
among the "Super Stars" of Think Tank Scholars by International Economy magazine. DeVol appears on national television and
radio programs, including CNN's "Moneyline," "Wall Street Journal Report with Maria Bartiromo," Fox Business News, and
CNBC. He is frequently quoted in print media, including The Wall Street Journal, the Financial Times, Investor's Business Daily,
Forbes, The Economist, Time, and Business Week. DeVol earned his master's degree in economics at Ohio University and received
advanced training in economics at Carnegie Mellon University.
PAUL H. IRVING is senior managing director, chief operating officer and member of the board of the Milken Institute. Previously,
Irving was an advanced leadership fellow at Harvard University and chairman, CEO, and managing partner of Manatt, Phelps &
Phillips, LLP, a prominent national law and consulting firm. At the Institute, Irving leads strategic programs, including the Best
Cities for Successful Aging initiative to address older Americans' aspirations to remain vital, healthy, and actively engaged in their
communities. Now in his own encore career, Irving intends for the initiative to broaden the national dialogue and drive progressive
policies, best practices, and innovative programs to improve seniors' lives. A frequent speaker on leadership and strategy, Irving
is a board member of East West Bancorp, Inc. and a senior advisor to Milestone Advisors, LLC. He also serves on the boards of
charitable and civic organizations, including Civic Ventures and Operation Hope, and as a senior advisor to TrueSpark and Peace
First. Irving is a graduate of New York University and Loyola Law School, Los Angeles, where he served as an adjunct professor
and received the Board of Governors Award for outstanding contributions to society and the law.
58
III MILKEN
INSTITUTE
1250 Fourth Street
Washington office:
Santa Monica, CA 90401
1101 New York Avenue NW, Suite 620
Phone:310- 570 -4600
Washington, DC 20005
Phone: 202-336-8930
info @milkeninstitute.org • milkeninstitute.org
r_ CITY OF IOWA CITY IP5
w�
MEMORANDUM
Date:
August 1, 2012
To:
Mayor and City Council
From:
Marian K. Karr, City Clerk
Re:
KXIC Radio Show
At your July 31 work session meeting the Council Members agreed to the following schedule:
August 1- Throgmorton
August 8 - Hayek
August 15 - Champion
August 22 - Dickens
August 29 - Mims
September 5 - Dobyns
September 12 - Payne
September 19 - Dickens
Future commitments:
October 24 - Dobyns
December 12 — Dobyns
U: radioshowappts.doc
Airport Commission
July 19, 2012
Page 1
MINUTES DRAFT
IOWA CITY AIRPORT COMMISSION
JULY 19, 2012 — 6:00 P.M.
AIRPORT TERMINAL BUILDING
Members Present: Jose Assouline, Minnetta Gardinier, Howard Horan, Rick Mascari
Staff Present: Sue Dulek, Michael Tharp
Others Present: Matt Wolford, Jeff Edberg, Eric Scott, David Hughes
RECOMMENDATIONS TO COUNCIL: (to become effective only after separate Council
action): none
CALL TO ORDER:
Chairperson Assouline called the meeting to order at 6:00 P.M.
APPROVAL OF MEETING MINUTES:
Minutes of the June 21, 2012, meeting were reviewed. Horan moved to approve the minutes
of the June 21, 2012, meeting as submitted; seconded by Mascari. Motion carried 4 -0.
PUBLIC DISCUSSION:
None.
ITEMS FOR DISCUSSION /ACTION:
a. Airport Commerce Park — Jeff Edberg spoke to Members regarding the marketing plan
for the Commerce Park lots. He shared several handouts with them while reviewing the
plan. Edberg clarified how these lots are listed in both the Iowa City area MLS and the
Cedar Rapids MLS, and are also listed on internet websites. The conversation
continued, with Edberg further sharing how his various contacts in the commercial real
estate business are beneficial in marketing the Airport Commerce Park lots. He also
responded to Members' questions and concerns regarding the marketing plan. Edberg
noted that the recession has affected the amount of interest in such lots, but that he
believes things will pick up again. As the conversation continued, Edberg noted the
various tools that he uses to market these lots. Signage is the most important tool,
andthe MLS listing is also very important. Mascari suggested they share some of
Edberg's handouts with the Council. Horan then suggested they have some type of
presentation in order to share this information with the Council. Others noted that the
minutes themselves will reflect the efforts being made to sell these lots.
b. FAA/IDOT Projects: AECOM —
i. Obstruction Mitigation — David Hughes addressed the Members next,
noting that he has no update on the obstruction mitigation issue.
ii. 7/25 Parallel Taxiway Grading & Drainage — A pre -final inspection was
done last week, according to Hughes. The contractor is working on the punchlist
this week and is close to being done on this project.
Airport Commission
July 19, 2012
Page 2
iii. 7/25 Parallel Taxiway Paving & Lighting — Hughes noted that they have
put this project out for bid. There were four bids received, and these were
shared with the FAA, according to Hughes. The low bid was from Metro Paving
at $2.5 million. Members briefly discussed the four bids and the noted difference
in costs. Hughes noted that the FAA has concurred with his recommendation to
award the contract to the low bidder. Tharp noted that as an alternate bid item
they added the 75 -foot wide connections for north and south, where the closed
runway was. That alternate came in around $48,000, and would need to be
funded locally, according to Tharp. He briefly explained how they could cover
this expense. Tharp then briefly explained what the task order entails.
1. Horan moved to consider Resolution #Al2 -23 to Accept Bids
and Award the Contract, With the Alternate Bid Item, to Metro
Paving; seconded by Mascari. Motion carried 4 -0.
2. Mascari moved to consider Resolution #Al2 -24 to Authorize
the Chair to Sign the FAA Grant; seconded by Horan. Motion carried
4 -0.
3. Mascari moved to consider Resolution #Al2 -25 to Authorize
the Chair to Sign Task Order #10 With AECOM for Construction
Observation Services; seconded by Gardinier. Motion carried 4 -0.
iv. Airport Electrical Rehab — Hughes noted that they had a pre -
construction conference last week with the contractor on this project. The
contractor is basically ready to go, and once contracts are executed work can
begin.
c. Iowa DOT — Tharp noted that these are the two grant awards the Airport applied for
earlier this year. The first one is for funding to do roof rehabs on the terminal building
and also on building D, where Care Ambulance has its office. This is a roughly
$100,000 project, according to Tharp. Tharp then responded to Members' questions
regarding these projects and the accompanying grants.
i. Mascari moved to consider Resolution #Al2 -26 Accepting IDOT
Grant for Terminal and Building D Roof Rehabilitation; seconded by Horan.
Motion carried 4 -0.
ii. Mascari moved to consider Resolution #Al2 -27 Accepting IDOT
Grant for Hangar L taxiway and Utility Construction; seconded by
Gardinier. Motion carried 4 -0.
d. Hangar L Taxiway — Tharp noted that now that the grants have been accepted they
have money to fund the projects. Tharp noted that these next contracts were necessary
to start the taxiway project. He briefly explained the three resolutions needing the
Commission's approval.
i. Horan moved to consider Resolution #Al2 -28 Approving Contract
With MidAmerican Energy for Placement of Electrical Transformer;
seconded by Mascari. Motion carried 4 -0.
ii. Mascari moved to consider Resolution #Al2 -29 Approving Contract
With MidAmerican Energy for Placement of Gas Main Utility Service;
seconded by Gardinier. Motion carried 4 -0.
iii. Mascari moved to consider Resolution #Al2 -30 Approving Contract
With Foth for Consulting Services Related to Hangar L Taxiway
Construction Design and Observation; seconded by Horan. Motion carried
4 -0.
e. Airport Operations —
i. Strategic Plan - Implementation
Airport Commission
July 19, 2012
Page 3
1. Review of Strategic Plan — Tharp began the discussion by
stating that he had hoped to have the fifth Member of the Airport Commission
present for this review. He stated that he would like to walk through the goals
and strategies with the Commission. Tharp noted that he and Assouline need to
make a visit to a Council meeting to bring them up -to -date on what the Airport is
doing. Tharp continued to review the plan, noting how the Annual Report is
prepared each year. Gardinier suggested they invite the Councilors to important
events at the Airport, giving them ample time to plan to attend such events.
Tharp continued through the goals and strategies, noting how the Airport is
meeting their objectives. Gardinier asked if anything has been done with the
Airport's emergency operations plan. Tharp responded, noting that he does keep
it updated with current contact information, that type of thing, but that there has
not been a thorough review done in some time. Gardinier asked that they look
into the process for updating this plan. She added that she believes they should
review this plan annually. Tharp continued to review the Strategic Plan with
Members, emphasizing those issues that he will be working on now that his
position is full time.
Gardinier noted the issue of tracking flights. She stated that she emailed Tharp
earlier this week regarding the fuel pump and whether the 'N' number could be
made part of this process. She briefly explained how this is done at other
airports and how it could assist in tracking flights. The topic of where privately -
built hangars could be located was touched on next. Tharp continued his review,
noting that the goal is to give visitors to the Airport a good experience so they
return. He reviewed the improvements and upgrades that have already been
completed, as well as those issues that still need to be addressed.
The discussion turned to upkeep and cleaning of the plane by Riverside Drive.
Members discussed the various groups in the area that might be willing to help in
this endeavor.
ii. Budget — Tharp noted that the new fiscal year began on July 1.
iii. Management —
1. Purchasing Policy Review — Tharp shared what the City's new
purchasing policy is now, noting that the Airport should follow this, as
well. Members briefly discussed the existing policy regarding Tharp's
spending authority that has a $2,000 limit and whether they need to
amend this or not. After some discussion, Members agreed to keep the
limit at $2,000. A resolution adopting the purchase manual will be on the
agenda next month.
f. FBO / Flight Training Reports —
i. Jet Air — Matt Wolford of Jet Air spoke to Members next. He shared the
monthly maintenance report with the Commission, noting that everything has
been pretty standard. Of course the mowing has dropped off dramatically due to
the dry weather. Members reviewed the maintenance items listed and asked
questions of Wolford on a couple of items. Gardinier brought up a couple of
problems with the fuel pump that need to be addressed. Wolford continued,
noting that Jet Air is still doing well. Their building is coming along with some
delays.
ii. Iowa Flight Training -
Airport Commission
July 19, 2012
Page 4
g. Subcommittee Report —
i. For July — No Report
ii. For August — Budget — Members of this subcommittee will make plans
to meet.
h. Commission Members' Reports — Gardinier spoke first. She stated that the Air Race
Classic was a `blast' this year. She came in 30th out of 49 planes. Gardinier stated that
she was speaking with someone at the University today who asked why there are so
many planes landing in the middle of the night, adding that the person claims it wakes
her up. She added that she looked into the issue of noise abatement, specifically what
Ames has done. Members began to discuss this issue, with Gardinier stating that she
would like to review this issue. Tharp will put something together for Members' review.
Gardinier also shared upcoming events — July 31 st, pilot and author, Carol Ann Garrett
will be giving a talk for EA33. She added that they would like to use the meeting room at
the Airport for this event. The Fishbaughs are hosting this event and are planning to do
a cookout, as well, that evening. Gardinier also shared that on August 28th the
Barnstormers will be coming in for the night. Mascari shared that he is now settled into
his `new' hangar. He also shared that he will be heading to Oshkosh this week. Horan
shared that he has two hours of dual instruction left to do.
L Staff Report — Tharp noted that he will be out of the office the week of the 30th for
vacation. He shared that there was one applicant for the Commission opening and the
person should be appointed at the next Council meeting.
SET NEXT REGULAR MEETING FOR:
The next regular meeting will be Thursday, August 16, 2012, at 6:00 P.M. at the Airport
Terminal building.
ADJOURN:
The meeting adjourned at 8:01 P.M. Assouline made the motion to adjourn the meeting at
8:01 P.M.; seconded by Horan. Motion carried 4 -0.
CHAIRPERSON DATE
Airport Commission
July 19, 2012
Page 5
Airport Commission
ATTENDANCE RECORD
2012
Key:
X = Present
X/E = Present for Part of Meeting
O = Absent
O/E = Absent/Excused
NM = Not a Member at this time
TERM
o
0
N
0
W
0
0
0
Cn
0
NAME
EXP.
\
j
\
\
\
N
N
N
N
N
N
N
03/01/13
X
X
X
X
X
X
X
X
Rick
Mascari
03/01/14
X
X
X
X
X
X
X
X
Howard
Horan
Minnetta
03/01/15
X
X
X
X
X
X
O/E
X
Gardinier
Jose
03/02/12
O/E
X
X
X
X
X
X
X
Assouline
Key:
X = Present
X/E = Present for Part of Meeting
O = Absent
O/E = Absent/Excused
NM = Not a Member at this time
IP7
MINUTES
HISTORIC PRESERVATION COMMISSION
JULY 12, 2012
EMMA HARVAT HALL
PRELIMINARY
MEMBERS PRESENT: Kent Ackerson, Thomas Baldridge, William Downing, Shannon Gassman, Andrew
Litton, Pam Michaud, Frank Wagner
MEMBERS ABSENT: Esther Baker, David McMahon, Ginalie Swaim, Dana Thomann
STAFF PRESENT: Chery Peterson, Bob Miklo
OTHERS PRESENT: Jeff Clark, Jeffrey Cox, Alicia Trimble, David Van Dusseldorp, Steve Vincent, Owen
Wagner,
RECOMMENDATIONS TO COUNCIL: (become effective only after separate Council action)
None.
CALL TO ORDER: Vice Chairperson Litton called the meeting to order at 5:20 p.m.
Litton welcomed Shannon Gassman as the Commission's newest member, in an at -large position.
PUBLIC DISCUSSION OF ANYTHING NOT ON THE AGENDA:
Regarding the application for 602 E. Washington, Cox said that he is concerned about the green space that is behind
the synagogue. He asked the Commission to consider, during the plan review, the preservation of the green space
for that site.
Cox said that this is a site of historical and cultural interest that is important to the integrity of the neighborhood. He
said it contains gardens with Biblical plants, that is, plants that were mentioned in the Old Testament.
Cox said this is also important to the integrity of College Green Park — that the site is in effect a private park that
constitutes an extension of College Green Park. He said that if one puts a development there that is a solid row of
houses across Washington Street, it will end the sense of expansiveness in College Green Park.
CERTIFICATES OF APPROPRIATENESS:
Litton stated that the Brown Street application would not be discussed at the meeting.
602 E. Washington Street (new townhouse development).
Peterson said this property is in the College Hill Conservation District. She said it is the site of the synagogue at the
corner of Johnson and Washington Streets.
Regarding the synagogue building, Peterson said that much of it was built in the 1990s, and the site inventory form
for this building states that it is non - contributing, and the district has this building as non - historic. She showed a
view of the building from College Green Park looking toward the north. Peterson showed the other property on this
block, the house on the corner of Washington and Dodge Streets. She showed a view, looking to the east, of the
houses facing the park from Dodge Street, and another view showing the houses on Johnson Street that are just west
of the property.
Peterson said the new development would consist of two rows of townhouses with six units in each row. She said
they would have a common driveway down the center that is accessed from one driveway on Johnson Street, on the
HISTORIC PRESERVATION COMMISSION
JULY 12, 2012
Page 2 of 9
west end of the site. Peterson said there would be six units facing the park and six units fronting the alley and the
creek. She showed the elevations of the proposed development.
Peterson said the garage basement level would be a rock - faced, masonry unit, and the levels above would be fiber -
cement board, lap siding. She added that the gables and some of the ornament would be a fiber- cement, shingle
product. Peterson said the windows are all solid aluminum; some double hung, some of the casement style and
some awnings. She said that both the entry doors and the garage doors would be a fiberglass type.
Peterson said there are quite a few categories of review for this project. Regarding demolition, Peterson said staff is
advising that because this is a non - contributing, existing building, it is not eligible for the National Register and
demolition would be appropriate.
Peterson said there are specific requirements for the College Hill Neighborhood. She said those include: the
building style reflecting the historic style of the neighborhood and that the height and mass be compatible with the
surrounding neighborhood. Peterson said this design does appear to meet the intent and requirements of the
guidelines, with the exception of the overall size of the front fagade. She said it will be much larger than the 1,200
square foot allowed maximum, although it is broken into modules and it does have massing that matches the
neighborhood.
Regarding multi- family buildings, Peterson pointed out again that this is broken into the modules. She said it meets
the requirements for entrance design, parking design, and setback. Peterson said staff had a question about site
lighting that can be confirmed.
Peterson said this has also been reviewed with regard to the guidelines for new construction. She said staff had
some specific questions for the applicant to confirm, but otherwise, staff is recommending approval.
Clark, the applicant, said he was available to answer questions.
Michaud said that in the past, a lot of time was spent discussing the target market for this neighborhood. She said
that is really not the Commission's purview. Michaud said she likes the design of this a lot. She said the density is
not so high, and in general, people she has talked to have had very favorable reactions. Michaud said people are
concerned about whether these units will be sold to market or will be rentals.
Clark responded that they will be rental units, although he expects them to be sold some day.
Michaud said, with the future in mind, if it wouldn't expand Clark's market a little bit to have some front fill toward
the east end or whichever end if appropriate, to go accommodate universal design so that at some point the building
would be ADA accessible. Clark responded that if needed in the future, it could be ramped at some point, but he
agreed that some modifications would have to be made for that.
Michaud said that, as it is, the original design was going to be infill in the front. She asked if that now would not be
filled in. Clark said it will have some fill. He said that as one comes up there will be fill through there and then
come around, but it does dive off a little bit there once it gets around the building. Michaud stated that each end is
like a twelve -foot drop. Peterson said the drawings make it look like the finish grade will match the sidewalk
elevations.
Michaud said it just jumped out at her that there are a lot of steps, because there are basically four levels. Clark said
there are bushes and everything there, and there will be fill there. Wagner commented that from the sidewalk, one
does not go down and back up again on that far east end; that would be eliminated. Clark confirmed this.
Michaud said that then actually maybe the top of the garage is about twelve feet. Clark said he did not know if it is
twelve feet there, because right now it might be roughly nine or ten feet, because as one comes in that back area, it
does go up a little bit from grade. He said he thought the garage was a little bit less than twelve feet there.
HISTORIC PRESERVATION COMMISSION
JULY 12, 2012
Page 3 of 9
Michaud said it is more like one just doesn't want a really tall garage for no reason. Clark confirmed this and said
that it keeps the building down by keeping it lower in back there. Michaud said it does look as though this will be
more like a homeowner garage rather than a commercial garage. Clark said that is correct.
Michaud asked if there is any possibility of doing some kind of solar panels to provide hot water or if that would be
overly expensive. Clark replied that he believes it would be very expensive. He said there would have to be
multiple panels because there are separate utilities for the units. Clark said he did not know how many solar panels
it would take to do that.
Michaud said this design is pleasing. She added that this roofline is much more appropriate for the neighborhood
than a flat roof.
Miklo said that a concern has been raised about the open space and some of the landscaping on this site. He said
that in terms of reviewing this application, the Commission has a set of requirements and guidelines that it needs to
follow. Miklo said that if this was a landmark property or an historic property, then those sorts of features could be
taken into consideration. He said that this is in a conservation district, however, and it is not an historic property in
terms of the Commission's criteria.
Miklo said he believes the Commission's hands are probably tied in terms of considering those concerns. He said
that what the Commission should look at is, as outlined by Peterson, whether this meets the guidelines, and if there
are any exceptions to be considered. Miklo said the one exception is that this exceeds the maximum 1,200 square
foot fagade on any one street, but staff feels it meets the intent because of the distinction of the smaller modules and
the use of quality building materials that exceed what would normally be required. He said that is why staff is
recommending this exception.
Peterson said there was one other condition to add to the list of things staff would want to see verified, and that is a
detailed landscaping plan. Downing said that would be required by the building department anyway. Peterson said
the applicant has modified that plan by working with staff, and staff would want to follow through with that. Miklo
said staff would like to see a little more detail. He said the landscaping being installed here is very important
because of the size of the foundation. Miklo said that the plan to landscape it by terracing out will help and will
bring it closer to scale with the neighborhood, but staff would just like more details.
Michaud said that people who she showed these plans to thought it was great to have both an open deck and a
screened deck. She said that in the future, possibly the screened porch could become a closed -in bedroom for
universal design. Michaud said that if it had suitable flooring, that might be possible at some point.
Peterson said staff questioned the proportion of the end window in the attic space. She said that when one looks at
each row of units, only the end units get that third window, and it looks too big for the scale of the gable. Clark said
he could change that. Peterson said it appears that the required egress windows are all on the driveway sides.
Michaud asked if it will be necessary to use any of the cylindrical `light tube' skylights for light. Clark said his
preference would be to go with the standard style, because they allow more light, and they don't have the
condensation issues that the tubular ones sometimes do.
Baldridge said this plan would occupy all of the territory. Clark confirmed this. Baldridge asked if Frank Riehl has
looked at this, because Riehl had been concerned about how close to his property this development would come.
Clark replied that this stays 20 feet off the property line, instead of the required seven feet. He said they do that to
address concerns of the neighborhood. Clark said they reduced everything down because of the expressed concerns.
Michaud asked if the alley will remain a functional access. Clark confirmed this. He said that the eight- or ten -foot
sidewalk that is going down through there is public access.
Michaud said this ties in with Cox's concern that there be some green space with the creek. She asked if there is a
regulation to have a ten -foot wide drive then. Clark replied that he thinks it was a desire to get rid of the gravel.
HISTORIC PRESERVATION COMMISSION
JULY 12, 2012
Page 4 of 9
Miklo stated that the area between the north sidewalk and the creek will be open space and will have to be improved
as part of the sensitive areas zoning requirement. He said that is beyond what is shown on this site plan. Miklo said
the reason it will have to be improved is because there is a provision in the zoning code that regulates stream
corridors. He said this is adjacent to a stream, and there are provisions there regarding open space, control of
erosion, and that type of thing.
Trimble asked if there is a requirement that the alley be maintained. Miklo said that the City will require that the
alley be at least at its current state or improved. He said the preference would be that the alley be improved, because
it provides pedestrian access to this property and would also provide access for lawnmowers or maintenance
equipment for the property to the east, which also relies on the same alley. Miklo said staff would not want to see
the alley remain as gravel, which it is not; it is basically grandfathered in.
Cox asked if part of the alley is going to be maintained by the property owner. Miklo said that is correct. Cox asked
if the City is vacating part of the alley. Miklo said the City is not vacating any part of the alley. He said the City
would maintain the alley, but the present condition would be improved in terms of cement versus gravel.
Cox asked how much space there would be between the edge of the pavement and the creek. Miklo said he did not
know how many feet there are between the creek and the pavement without looking at a more detailed plan. He
showed on a map the entire property that the synagogue currently owns.
Cox said then that from the edge of the pavement, which is partly City property but maintained by the property
owner, to the creek bed will be the responsibility of the City to do something with that creek bed. Miklo said that is
not the case. He stated that as part of the site plan approval, which is in conjunction with the building permit and in
terms of the zoning regulations, the City is going to require the enhancement of the creek bank.
Cox asked if plans have been made in terms of what the enhancement will consist of. Miklo said the planning has
not yet reached that point. He said the determination will be made by the building official in consultation with the
Planning Department and the Public Works Department. Miklo confirmed that it will be an administrative /staff
decision, and there will not be public input.
Cox asked what staff has in mind to do with the creek bed. Miklo said this will be discussed in detail with the
building official and city engineer. He said his thoughts are that the bank be stabilized, with probably some rock
being brought in, some of the undesirable trees will need to be removed, and appropriate plantings, either trees or a
native plant mix, would be put in their place.
Cox asked if the public will have access to the alley. Miklo said that is correct. Cox asked if the public will also
have access to the creek bed — if people can walk down there. Miklo said they can walk down there, but technically
it is private property. He said he believes it is owned by the property owners on either side; at least between the
creek and the alley there is some private property. Miklo said the alley is owned by the City, and then there is
intervening property owned by the synagogue and Dick Patchell, who owns some property between the bank and the
actual publicly-owned land.
Cox asked if any part of the City-owned alley will be beyond the pavement or is the entire alley right -of -way to be
paved over. Miklo showed a point on the map beyond which the alley will remain grass. Cox said there is a place
where people can walk down to the creek bed where there is access. Miklo replied that that situation will not
change. He said that the area between the alley and the creek bed will still be private property, and if the property
owner wanted to tell someone he is trespassing, he has the right to do that today and will still have the right to do
that in the future. Miklo said he does not think that is likely however.
MOTION: Wagner moved to approve a certificate of appropriateness for an application for 602 E.
Washington Street as presented in the application, with the following conditions: provide information on all
exterior lighting; provide information on the posts supporting the screen porches; verify window muntin
style, and window sizes, and provide product information for entrance doors; provide product information
and a sample of the masonry veneer product; verify use of smooth rather than textured finish for fiber
HISTORIC PRESERVATION COMMISSION
JULY 12, 2012
Page 5 of 9
cement clapboard siding; provide a detailed landscaping plan; with these items to be reviewed and approved
by the chair and staff. Ackerson seconded the motion. The motion carried on a vote of 7 -0 (Baker,
McMahon, Swaim and Thomann absent).
MOTION: Michaud moved to approve demolition of the synagogue building at 602 E Washington Street for
the proposed project. Wagner seconded the motion. The motion carried on a vote of 7 -0 (Baker, McMahon,
Swaim and Thomann absent).
425 Oakland Avenue.
Peterson said this property is in the Longfellow Historic District. She showed the front view of the house and said
that the garage is accessed from the alley off the back. Peterson said the existing garage would be torn down, with a
new two -car garage to be built in its place. She showed the garage to the north and the garage to the south for
reference.
Peterson said the packet contains a lot of information about the proposed garage. She said that a lot of requirements
that are pre- approved by the Commission for garages will be incorporated in this garage, including the overhangs,
the trim, and the type of doors and windows. Peterson said this is spelled out in the recommended motion: that it be
confirmed that the overhangs are 18 inches; that there is trim around the doors, windows, corner boards, frieze
boards, and vents; that the fiber cement lap siding being proposed be the smooth type; that the pedestrian and the
overhead door be fiberglass. She said the one difference is that instead of two doors, the owner is proposing one
double -wide door. Peterson said it would be a simple, flush, overhead door, without panels.
Peterson said staff has been told that the existing garage has been beat up quite a bit and that it is really beyond
repair.
Van Dusseldorp said that he is the son of the homeowner and grew up in this home. He said that this spring, a tree
came down and knocked the corner of the garage. Van Dusseldorp said the garage is now off - kilter. He said that
repair is not a realistic option, and, for an elderly lady trying to drive from a narrow alley into a narrow, single -wide
garage, the double -wide door will be a nice improvement.
Van Dusseldorp said he had a question about the style of the proposed garage. He said he understood the preference
for a smooth finish on the overhead door but asked why the recommendation for the swinging door is different.
Miklo said the requirement for the overhead garage door is either that it be a carriage -style door, as illustrated in the
guidelines, or that it have a smooth finish. He added that a pedestrian door should be a panel door, which would be
more historic. Miklo said he did not believe the Commission had ever approved just a flat door for a pedestrian
door.
Miklo said the reason the guidelines include the flat door for the garage overhead door is because the carriage house
doors were really not available until recently, or they were not available without great expense. He said that is why
the choice is to use something that does not call attention to itself, like a fake panel door, whereas a pedestrian door
with panels made of fiberglass is quite similar in appearance to historic doors.
Van Dusseldorp said a carriage door might be appropriate if this were a prairie style or bungalow style or something
like that. Miklo said it would be appropriate on this garage, because the house was probably built in the 1920s or
1930s, and carriage -style doors would have been common at that time.
Michaud asked Van Dusseldorp about other options. Van Dusseldorp said it could have a carriage look as an
overhead door. Peterson said the guidelines state that a simple style is also acceptable.
Peterson said that for the recommend motion, she should have included that the pedestrian door and the garage door
would be of fiberglass. Miklo said that the overhead door could actually be of metal instead of fiberglass.
HISTORIC PRESERVATION COMMISSION
JULY 12, 2012
Page 6 of 9
MOTION: Ackerson moved to approve a certificate of appropriateness for an application for 425 Oakland
Avenue, as presented in the application, with the following conditions: the roof overhang be 18 inches; install
trim around all doors, windows, and vents, and include corner boards and frieze boards; fiber cement board
to be installed with smooth finish; and the pedestrian door to be a fiberglass panel door. Baldridge seconded
the motion. The motion carried on a vote of 7 -0 (Baker, McMahon, Swaim and Thomann absent).
728 Rundell Street.
Peterson said this property is in the Longfellow Historic District. She said the Commission looked at this house back
in April. Peterson showed before photographs, and current photographs.
Peterson said the owner proposes to replace the front steps, remove the awning, and also redo the siding on the
dormer. She said the owner proposes to use the same siding that is seen on the side: the cedar, lap siding. Peterson
said that staff feels that the awning and the brick side walls to the entry stoop are not original and that it would be
appropriate to take those off and redo the front steps with new poured -in place steps and stoop and a simple metal
handrail on the sides. She said staff has those recommendations, and everything else about the application is
otherwise okay.
Michaud asked if there won't be any overhang at all. Vincent, the owner of the house, said the roof projects
outward about 18 inches, similar to another Moffitt house in the neighborhood. He said there is no awning per se,
just the overhang of the roof.
Vincent said the proposal is to change the type of siding on the dormer, which is now vertical siding. He said the
vertical siding is not original. Vincent said it is inconsistent with the identical dormer in the rear, which has
clapboard, horizontal siding, and it is inconsistent with the other Moffitt house in the neighborhood that has a similar
dormer on the front with horizontal siding.
MOTION: Wagner moved to approve a certificate of appropriateness for an application for 728 Rundell
Street, as presented in the application, with poured in place concrete and simple wrought iron railings on the
new porch. Baldridge seconded the motion. The motion carried on a vote of 7 -0 (Baker, McMahon, Swaim
and Thomann absent).
833 Rundell Street.
Peterson said this property is in the Dearborn Conservation District. She said the proposal is to add a dormer on the
south side of the house as part of finishing out the attic. Peterson said the siding currently on the house appears to
be aluminum, and the owners had discussed matching it. Peterson said one suggestion she had is that if the owners
use fiber cement board, perhaps the dormer could be a narrower exposure than the big, wide aluminum.
Owen Wagner, the designer, said he thinks the metal siding is eight or six inches wide. Peterson said it would be
okay to have the narrower board on the dormer. She said the aluminum can't be original anyway.
Miklo asked Owen Wagner if he knows what is under the aluminum. Owen Wagner said that he did not know.
Frank Wagner said he would assume that it is wood. Miklo said that if Owen Wagner could somehow investigate to
find out what is underneath, he could match it so that if the aluminum ever comes off, the upper part would match.
Owen Wagner said that would be the ideal — to tear it all off. Peterson said the dormer is a smaller form, and she
thought it could have the narrower board and still look okay with the wider siding on the house.
Peterson said the proposal is to add a couple of skylights on the north part of the roof. She showed drawings of the
proposed skylights. Regarding the windows on the east, Peterson said the intent seems to be to do a divided window
as in the picture, with the three over one double hung sash. She said that is what is shown in the dormer, too, and
that is what would be expected for any of the windows. Owen Wagner said there is sort of a mixed bag of the six
over one and three over one existing on the house right now.
HISTORIC PRESERVATION COMMISSION
JULY 12, 2012
Page 7 of 9
Michaud referred to the front entry way that appears to be an enclosed porch. She said she thought it might be
compatible with the original house to have two windows in the dormer. Michaud said that is what is on the gable
end.
Peterson said the guidelines state that the front of the dormers should have as much glass as possible. Owen Wagner
said he was trying to match the massing of the porch with the three windows.
Peterson said, based on the application, staff needs to know if the windows are to be the Andersen or Marvin
windows and also verify that they would be the type of simulated, divided lights that are approved by the guidelines,
and verify the pitch of the roof on the dormer. She said the pitch looks like it could be a little too flat in the drawing.
Peterson said the guidelines require review of the skylights, so product information for those would need to be
provided.
Owen Wagner asked if aluminum clad wood windows are acceptable. He said they would be using Andersen
windows. Peterson said that would be acceptable if they make the muntin bars that are permanently adhered to the
glass on both the interior and exterior.
MOTION: Wagner moved to approve a certificate of appropriateness for an application for 833 Rundell
Street as presented in the application with the following conditions: verify Andersen or Marvin windows,
window sizes, and type of grille at simulated divided lights; verify roof pitch of new dormer; provide product
information for the skylights; with these items to be reviewed and approved by the chair and staff. Gassman
seconded the motion. The motion carried on a vote of 6 -0 (Downine abstaining; Baker, McMahon, Swaim
and Thomann absent).
DEMOLITION BY NEGLECT.
304 S. Summit Street.
Miklo said it was brought to staff's attention that there are some signs of neglect on an historic building at the corner
of Summit and Burlington Streets. He said the property is in the Summit Street Historic District and is quite an
important building. Miklo added that there is material in the packet pointing out the importance of this property in
the neighborhood and also in Iowa City history.
Miklo said that just from the street, without entering the property, there is evidence of deterioration. He said the
mortar is coming out of the brick, possibly due to gutters not being maintained. Miklo said there may be more
deterioration elsewhere in the building. Miklo said the guidelines have a provision regarding demolition by neglect.
He said staff put this in front of the Commission to consider whether it would like to ask the building official to
pursue enforcement of the building maintenance codes to ensure that there is not further deterioration. Miklo stated
that it comes to a point where it becomes difficult to save a building.
Ackerson asked if the owners live in the house. Miklo said the owners do not live there, and the building has been
divided up into apartments. Downing said the owners live next door.
Baldridge asked what kind of power the Commission has in this case. Miklo said if the Commission makes a
motion requesting that the building official investigate this, that requires the building official to go out and examine
the property to determine whether it is meeting building codes. Miklo said that if it is not meeting building codes,
the building official can cite the owner for failure to meet building codes.
Downing asked if this property has a valid rental permit. Miklo said he did not know.
Baldridge said he believes the Commission should take action. Peterson read from the guidelines, "The Historic
Preservation Commission may file a petition with the building official requesting investigation of any applicable
building or structure suspected of neglect or deterioration. The building official will proceed with investigation and
may take enforcement action necessary to correct or prevent further violation. Failure to comply with the stated
corrective action may result in penalties and/or legal action."
HISTORIC PRESERVATION COMMISSION
JULY 12, 2012
Page 8 of 9
MOTION: Downing moved to petition the Building Department to review the building at 304 South Summit
Street in relation to the enforcement of applicable codes per section 7.2 of the Historic Preservation
Handbook. Ackerson seconded the motion. The motion carried on a vote of 6 -0 ( Wagner abstaining and
Baker, McMahon, Swaim, and Thomann absent).
Miklo said that in the future, when someone needs to abstain from a vote, it is best to announce that fact before the
vote, stating the reasons for the abstention.
REPORT ON CERTIFICATES ISSUED BY CHAIR AND STAFF:
Peterson said there were the usual types of certificates of no material affect approved by the chair and staff, and they
are documented in the Commission packet. Commission members had no comments or questions.
DISCUSS FISCAL YEAR 2013 CLG GRANTS.
Miklo stated that the Certified Local Government Program provides, on an annual basis, a competitive grant
program whereby communities throughout Iowa apply for grants. He said there is a match requirement that
generally can be fulfilled through staff time or cash or volunteer time. Miklo said that has been difficult lately in
terms of budgeting and staff time. He said, however, that if there is a project the Commission feels is worthwhile,
an application could be submitted.
Baldridge asked what the status is of the cabins in City Park. Miklo said he believes the Parks and Recreation
Commission was applying for funding, and the Commission did supply some support for that.
Trimble said she has spoken to Joyce Carroll, who has someone handling this. She said they were applying and
missed the deadline for the last round, so they are trying to raise money as well as trying to get grant funding.
Michaud asked about the status of the brick house on Kirkwood Street. Miklo said the City has tried to exercise
demolition by neglect on that house. He said there was a certificate approved to replace the foundation with a new,
modern, concrete block foundation, which was completed. Miklo stated that part of that approval was that the
owner was to put a veneer of limestone back to replicate or mimic the original foundation. He said the work was
never done and the person who received approval left the country.
Miklo said the house is in the process or has been foreclosed upon, so it has been difficult for the City to get anyone
to do anything because of the ownership issues. He said he would check with the Building Department on this for
the next meeting.
Trimble said that Friends of Historic Preservation is also concerned about this house.
The consensus of the Commission was to pursue a CLG grant for work on the City Park cabins. Trimble said the
other grant was an HRDP grant, so this is a different grant.
CONSIDERATION OF MINUTES FOR JUNE 14,2012:
MOTION: Baldridge moved to approve the minutes of the Historic Preservation Commission's June 12, 2012
meeting, as written. Wagner seconded the motion. The motion carried on a vote of 7 -0 (Baker, McMahon, Swaim
and Thomann absent).
ADJOURNMENT:
The meeting was adjourned at 6:35 p.m.
Minutes submitted by Anne Schulte
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Minutes
Human Rights Commission
July 17, 2012 — 6 P.M.
Helling Conference Room
Members Present:
Members Excused:
Staff Present:
Others Present:
Page 1 of 18
PRELIMINARY
Harry Olmstead, Orville Townsend Sr., Connie Goeb, Kim
Hanrahan, Shams Ghoneim, Jessie Harper.
Diane Finnerty, Howard Cowen.
Stefanie Bowers
F--08-02-12 .
Journalism Students (University of Iowa) including Tom Close.
This represents only a reasonably accurate transcription of the Human Rights Commission
meeting of July 17, 2012.
Recommendations to Council: None.
Call to Order:
Chair Olmstead called the meeting to order at 18:00. Jesse Harper is introduced and welcomed
as new Commissioner.
Consideration of the Minutes of the June 19, 2012 Meetin :
Hanrahan moved to approve minutes, seconded by Goeb.
Motion passed. 5 -0. ( Ghoneim not present)
Public Comments of Items Not on the Agenda:
Close- Asked if Commissioners and staff could stick around after the meeting for brief
interviews.
SG: I wonder if we'd be interested to know the status of The University of Iowa Center for
Human Rights?
SB: Actually that is in the reports of Commissioners.
New Business:
a. 2012 One Community /One Book
SB: There is a handout in the packet. There is a letter from The University of Iowa Center for
Human Rights, and the two chairs of the One Community /One Book, Joan and Pat. They
have chosen a book The Late Homecomer, and it looks like they will be arranging
discussion forums throughout the community from September through November of this
year. It's a book that talks about migration and immigration I believe. It looks like they
Page 2of18
will have the author Ms. Yang, reading and discussing her book in late September, and
they are asking of the Commission for financial support for this all volunteer community
project, which continues to be dependent upon the generosity of Johnson County
businesses, organizations and groups. Just to give you some history this is something in
the past that the Commission has always contributed to if you're wondering what the
history is. In fact when the committee used to be a little different a few years past there
were actually myself and a few others who sat on the committee that selected the book,
but now to streamline things I think just the two chairs select the book instead of having a
whole committee do that. There has been interaction and participation from the
Commission on this.
SG: Can we write for future references, suggestions?
SB: Yes.
KH: Do you know how much we gave in the past?
SB: It looks like the most that has been given is $350 in the past.
HO: Any other discussion?
KH: Well given that we've just started out fiscal year I guess I'm still unclear what our budget
is.
SB: For co- sponsorships generally it's between $1,000 to $1,100 each year which is allotted.
HO: Any other discussion?
SG: I think we should continue unless there is a reason not to.
OT: I'd like to know in terms of budgetary needs. Any idea in terms of what their agenda is
and what their total budget is if they would need to ?
SB: That I don't know, but I know they do a lot of advertising, so I think a lot of the
contribution pays for publicity in the form of posters, bookmarks, flyers, ads on radio and
websites and in newspapers, and to support the community forums. I don't have like an
exact figure for how much that would cost them, but those are what the contributions
would assist them on.
CG: I would support supporting them at the same level we have in the past at $350.
Motion: Goeb moved to contribute $350.00 to One Community /One Book, seconded by
Ghoneim. Motion passed 6 -0.
Page 3of18
Old Business:
a. Iowa Compact
HO: If you recall last month we agreed to join the Compact, and with the stipulation that I
write a memo, which was actually a letter to the mayor and city council letting them
know we're doing that and asking them to consider it themselves. We're passing the
letter around now.
SB: I'm going to interrupt Harry. Just for the visitors if you have web access if you go to the
City of Iowa City website and then go to the city council page, then to boards and
commissions. There you will see minutes /agendas for the boards and commissions, so if
you wanted to look at the packet that they're referring to that's available on line.
KH: Will you be including a copy of this declaration with this letter so they can reference an
explanation to all five of those?
HO: We can do that, it's not a problem. Any other discussion? Do I hear a motion to approve
the letter?
SB: I might just add that you might want to put Dear Mayor Hayek and City Council
members because if you send to one its sent to all.
HO: Okay.
KH: Should we also put Harry Olmstead Chairperson and Iowa City Human Rights
Commission?
SB: Sure.
HO: I will make those changes. Do we have a motion to approve the letter?
SG: I'll make a motion to approve the letter as written adding the additions.
Motion: Ghoneim moved to include a copy of the compact, seconded by Townsend.
Motion passed 6 -0.
b. Adult Ally Award
SB: That was asked to be put on the agenda, and I think it had to do with getting the word out
sooner to the schools and to other organizations. I think at the last meeting there was a
discussion and it's probably in the minutes, about maybe doing outreach to the schools. I
believe it was mentioned with maybe the school counselors.
SG: And hopefully maybe we can put it in the D.I. or Iowa City Press Citizen.
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SB: We certainly can, but I would probably wait until closer in time.
CG: What was this just a letter to the school counselors and schools and stuff telling them
about this, and that it's in May, but we weren't circulating anything about it?
SB: Yes.
KH: When do we start advertising in the school newspapers?
SB: This year was the first year because in the past it's always been really the youth that are
being recognized, so we're soliciting the adults. This was the first year that we've ever
done outreach in the school newspapers. I would say it was done in March or April.
Both of the high schools responded to the request, one however never followed up. So it
was actually only published in the West High paper. I think to answer the question about
the Daily Iowan and The Press Citizen; I think there were discussions earlier this year
that since this was targeted towards youth, that we would reserve the youth awards for
The Press Citizen and the Daily Iowa for advertising. But for the adult Ally Award that
would be more in venues that youth would be looking at and we weren't sure if the Daily
Iowan and The Press Citizen would be something that they would be looking at
necessarily. I think that's why it wasn't advertised in the D.I. and The Press Citizen this
year.
KH: So would you draft a letter to the counselors and there may be appropriate class room
teachers that could also be forwarded to.
SB: Yes. Usually I think how the school district prefers is I send it to the administration
office and they distribute it. It will be more of a To Whom It May Concern or something
and not specific to certain people. If you guys personally know anyone who you think
would be an asset to know about this award I would encourage you to let them know
about it. You can certainly once the letter is approved ask for the word document I can
get it to you to personalize it.
SG: And also faith communities would be another potential assistance.
OT: Have we sent any information concerning this award to the community centers?
SB: It was sent via postcard and through email to the people that I know who work at the
centers. There was a postcard that was generically sent to the community centers
advertising it.
OT: I was just thinking that there may be situations where individuals might want to do
something like this, but doesn't have the support they need to fill it out.
HO: Remember this is the Youth Ally Award and recognizing a leader in the community, and
the youth have to nominate a leader themselves. Any further discussion?
Page 5 of 18
c. Keynote Speaker Breakfast
SB: I included bios for the names that I received and the bios are as good as any Google
search that I could do of the person. When selecting a speaker things to consider are
whether or not they're a good public speaker obviously. Also their ability to engage the
folks who buy tickets to the breakfast, and also encourage those people in the community
to buy tickets to the breakfast. So to a certain extent you are looking for someone who is
well spoken and also someone who will generate tickets sales.
KH: Who have we had in the past?
SB: Last year was Reverend Dial. One year it was Kevin Burt the musician. He actually
being a musician, he sang the keynote.
HO: We've had the diversity office from the university.
SB: Yes Dr. Dodge from The University of Iowa, and also the provost Wallace Loh spoke.
The owner of Thai Flavors, which I know is not the same owner, but the original owner
spoke. The Executive Director of Diversity Focus, Alfred Ramirez has spoken, but he is
no longer the Executive Director. It's been a mix of community and university talent that
has spoken.
HO: Do we have to make a decision this evening?
SB: The concern is that the next meeting is the 21 St of August, so you certainly could vote at
that time, but at that time you would probably have to have a runner up and a third runner
up because you're just not guaranteed that that person is going to be available because
advertising would probably start that first'week of September. It's doable if you prefer to
wait.
HO: I like the speaker of Zack Wahls. I had the opportunity to hear Zack twice in the
community this year and one this past weekend at the Book Festival. He packed the
senate chamber to an overflowing crowd. He's an exciting speaker. He spoke in front of
the senate assembly on same sex marriages, and he's been traveling all over the United
States, all over the world actually speaking on behalf of same sex marriages. He comes
from a family that is of same sex marriage, and he's really proud of being the son of two
lesbian women. He's a former eagle scout and he has written a book that's out on My
Two Moms, an excellent read.
KH: There have been occasions where his mothers have joined him on his presentations as
well, and I think that's really great.
SG: So are you suggesting or making the motion Harry?
HO: I can't make the motion.
Page 6of18
SB: You can, you have full rights just like any other member.
HO: Oh okay good. I'd like to move that we ask Zack Wahls to be our speaker this year.
CG: I'll second it.
HO: Any further discussion?
SG: About the subject matter or Mr. Wahls?
HO: Mr. Wahls and the motion.
SG: I was just going to mention something Mr. Wahls, but as far as what are we
wanting...
HO: We're going to want a second backup person as well tonight too so.
SB: Or you can maybe wait till August if I can make contact, if the motion passes.
SG: I was just going to ask a question. When is the breakfast?
SB: It will either be the last Thursday in October or November 8`t'.
SG: The reason I'm asking this, this is an election year, and if you're interested to know
anything about counting your votes maybe you could consider Doug Jones. He just
wrote a book about voting and voting rights. Since it's gonna be, if it's in October that
maybe something of interest to the community, maybe not. I'm just throwing it out there
because of the relevance of the issue itself. I know Zack was also in the ACLU Iowa
with his two parents, so I'm familiar with the cause, but I just wondered.
HO: It said he returned to school in the spring from what he indicated, and back to UI to finish
his degree environmental sciences.
SG: So I guess my thought is this. If you all agree or food for thought. This is and it
goes beyond the presidential vote and elections, but the subject is important for obvious
reasons. So maybe that would be the year to have somebody to _ that issue, and
having maybe that for next year since he's going back.
CG: My thought was only and I just quickly read this so, is that and I'm not sure what
relevance it has to Human Rights exactly.
SG: Actually _ to vote I think is an issue.
CG: I mean being able to vote, but I'm not sure again okay.
Page 7of18
SG: We're talking about the elderly; we're talking about people that may have difficulty
reaching. We're talking about immigration also because of ID issues. The subject matter
it doesn't have to talk about his book, but he certainly researched it long enough. The
challenges that are facing, _ presenting groups including minorities to actually vote.
OT: You indicated that we were not under the hammer time wise, that we can revisit this at
our next meeting.
SB: No its possible. I mean it would be cutting it close, but it's possible.
OT: I would suggest that we make the decision at our next meeting.
SB: There is a motion out.
KH: Is that because you feel like you need further time to think about other candidates that be
thrown in the pool or?
OT: Yes, and we've got candidates here, but they all basically bring something to the table. I
would just like more time to think about it.
SB: I would just add that if anybody wants to add somebody to make sure you get me those
names so that I can try to find as much information on them and include that in the packet
for August.
HO: I said I can withdraw my motion, I didn't say I would yet, but I will. Can you withdraw
your second Connie?
CG: Oh sure if that's what we want to do. Again I think I was the one that mentioned back to
begin with so I'm kind of favoring him. So I, but I just think that his, obviously his
notoriety is far reaching. He's been on national talk shows and he is a big draw. A lot of
people probably that have been by to see him and may have already seen him because he
has made himself available. I still think you know if we wait on him, I mean this is kind
of prime time for him. I mean in terms of the draw because of the book.
HO: He may not even be available because I know that he's working on pre -state elections
right now, where same sex marriage is coming up on the ballot.
CG: I guess to me he's a local guy and a good speaker and a good draw so, and obviously a
very significant human rights issue. To me he fits all the criteria and then some.
OT: Keep in mind the democratic process you know, that's my feeling, but if the majority
wants to proceed we can do that. If the majority wants to vote today I mean there are
some time issues and things like that, so the democratic process should prevail. If you
guys, the majority wants to proceed with it then you can.
Page 8of18
KH: My only concern about holding off is that we could find ourselves in a real quandary if
all of a sudden we don't have anybody that's available. I don't know if they ever do
anything if this is not appropriate, but you know how they do in weddings save the date.
Is there anyway ... Zach could you potentially be available. I see both sides of it. I am
kind of leaning towards wanting to vote tonight.
HO: Okay I put my motion back on the table for Zack Wahls as our breakfast speaker. Do I
hear a second?
CG: Yes I'll second it again.
HO: Any further discussion?
Motion: Olmstead moved to ask Zack Wahls to be the keynote, seconded by Goeb.
Motion passed with 4 Commissioners supporting (Olmstead, Harper, Hanrahan, Goeb)
and 2 abstaining (Townsend, Ghoneim).
SB: I can send an email and that way I can alert the Commission via email as to whether or
not it's even going to be possible for him to be the speaker. If that's not possible then
just kind of go where we left off today with speakers.
CG: It wouldn't be a bad idea to keep thinking about other speakers.
d. Ad Hoc Committee on Diversity
SB: This was asked to be placed on the agenda so I really don't have, I mean I put the
information in the packet concerning the Ad Hoc Committee, and it looks like its 1 d in
the packet.
HO: I have a concern that the City Council didn't recognize the Human Rights Commission in
having a seat on this Diversity Committee.
SB: I do know in the memo or in the resolution it allows for current members of city boards
and commissions to apply. So somebody could be a Human Rights Commissioner and
serve on the Ad Hoc Committee. So even though there's not like a specific placement or
a seat saved so to speak, certainly somebody can overlap if they choose to. They just
have to fill out the application, and the application is due next Wednesday July 25th in the
City Clerk's office by 5 p.m. The City Council actually makes the appointments. It's
similar to the Commission, so it would be up to them who would actually be appointed.
CG: This is an Ad Hoc Committee?
SB: Correct.
Page 9of18
CG: They aren't establishing as a commission. You said that current people could apply and
it would not interfere with the prohibition against serving on two committees or two
commissions?
SB: That's correct. It says members of other city boards and commissions may serve on the
Diversity Committee. The only requirement is that members must be residents of Iowa
City.
SG: I think it's important that at least one of us here at least apply because of the importance
of the issue.
HO: I wonder if Diane Finnerty has an interest.
OT: I submitted an application.
KH: Just to clarify the information isn't here in this memorandum, but the focus of this group
does not conflict with the subcommittee on immigration that we have here.
OT: My understanding is this committee is going to focus on city agencies, specifically
transportation and law enforcement.
SB: It does say that in the memorandum. It says that the resolution establishing an ad hoc
committee to study city operations as they relate to minority populations with the view
toward promoting just and harmonious interactions between local government and
minority segments of the community. Then further down it does say, maybe that's in the
resolution. The charge of the Diversity Committee is to study the operations of the city
transit system, and also to study the operations of city law enforcement including, but not
limited to the Police Citizen's Review Board.
CG: So is this the response to some of our inquiries about the Police Review Board to some
extent?
SB: I think that's fair to say.
SG: And the CRC and the _ for religious communities subcommittee on race so.
HO: I know the Immigration Voices Project, their Law Enforcement Committee had a meeting
with the mayor a week ago Friday I think it was, and he was very receptive to them and
setting up a meeting with the police chief. I informed them of the Ad Hoc Committee
and I know they are meeting tonight so I think they are going to bring that up as to
whether their items on their agenda.
OT: I think one of the ways that Human Rights Commission can work with the new
committee that any existing information that you feel is pertinent, then you can share that.
Page 10 of 18
SB: And as Commission members you're certainly entitled to send letters of support or both
applications to the City Council. You can call; you can email, but when you email one
you email all so just remember that. But certainly you can say why you think it's
important that he be appointed to the ad hoc.
SG: To the mayor and the City Council, or just the mayor?
SB: I can send the link to the Commission tomorrow morning that tells you how to contact the
City Council, but the way the system is set up if you click on one City Council member it
just goes to all. It doesn't differentiate if you just pick Susan Mims, it's gonna send it to
all seven council members.
HO: Would it be appropriate to have a letter coming right from the Commission in support of
Orville's application?
SB: You can do it as one body or you can do it as individuals.
JH: I motion that the Commission send a letter on behalf of Orville to represent the
Commission.
CG: I think it makes sense.
SG: Unless someone isn't, I mean someone from the Commission doesn't want to be...
OT: I think in all fairness you know since everybody is not here, in all fairness I don't think
we should speak for people that aren't here. So you might want to just do it as
individuals.
SG: Yeah I was thinking actually of impact as well. I think if each one of us who is
supporting the application and encouraging the City Council to consider it and grant it,
that we write an individual letter would have more impact than just a group of one letter.
I've always felt that way on many issues.
HO: We do have a motion; do you want to withdraw your motion?
JH: Yes I would.
e. Immigration Subcommittee
KH: I don't have very much to report for now. The one struggle that we've been having is
finding time where all members can meet. The co -chair Gloria has taken on a new full -
time job that keeps her busy in the evenings, so her only day free is Wednesday and
unfortunately Wednesday evenings is the time when a lot of churches have activities and
events. Now I've just made a call out to see if we could do Wednesday at two or three
Page 11 of 18
hoping that I can find the time and most everyone can come. We've actually not met
since the last time.
HO: Would you let Stefanie know when you meet again so she can send it out to everybody?
KH: Yes.
SG: Have you talked with Charlie (Eastham) or?
KH: He came to the last meeting.
SG: He didn't have anything to add?
KH: Well he came to the last meeting that we had to cancel, and I just happened to go out to
sit in the parking lot I couldn't contact everyone, and he came and I was able to tell him
that we would reschedule. He is on the list of someone to let know when our next
meeting is.
SG: I guess I'm not expressing myself correctly. What I'm saying is the CRC has its own
immigration group, and I wonder if he or them have something to add.
KH: Well I'm hoping and I think that was the intent for him to come to the meeting. If we can
get the members to come together then we are inviting many other people who are
involved in the immigration movement, from The Voices Project and.
SG: Carla.
KH: Maybe you've not seen, but yes Robin Clark- Bennett was going to be coming because
what we know is that there is a lot of passion and a lot of energy for this movement. We
want to try and coordinate some of what we're doing. So now Stefanie is available the
first week in August to tour through the city center to look at signage, and so that's what
we'll talk about at the next meeting, as well as get back the surveys that we have put out
in hopes that we get back more than the 25 that was returned to us last year.
HO: Any further discussion?
E World Human Rights Day Proclamation
HO: Stefanie you were going to contact the UN Association.
SB: It didn't seem like they had any plans to present a proclamation, but then they thought
that that is a great idea. So I included a copy of one that they had done in the past, and
it's not the newest one. It's from 1997, but gives you a feel for what they would probably
present to see kind of which way you were going on the proclamation. One thing I did
note is that this proclamation is very long. I'm not sure that I've ever seen a
Page 12 of 18
proclamation this long be read. I'm not saying it wouldn't, but that maybe something to
keep in mind, I mean it is long.
HO: Right, it's based on the Human Rights Declaration of the UN Declaration of Human
Rights. I brought this forth and I kind of feel that I'd rather withdraw it at this point
being that the UN Association is going to do something. I would just like to remove it
from the table at this point if everybody would agree to that.
SG: I'm confused. What are we supposed to be removing from the table?
HO: The proclamation that I brought forth.
SB: It would be the first one, the one that is entitled proclamation.
SG: The one we put together you mean?
HO: Right.
SG: Why Harry?
HO: Well because the UN Association is going to do something and they are probably in a
better position, and they've done it in the past. We don't want to have two proclamations
for the same thing going to the City Council.
SG: Well I guess I have a different opinion, but that's just me. First of all I don't know
maybe they won't. I mean we're two independent bodies and what's wrong with us
having the proclamation from the Human Rights Commission. After all this is in our
own backyard so to speak and they can do it. Isn't twice having more impact if the
language also could be different, which ours is bit more but we can summarize it.
don't know why as a Human Rights Commission go ahead and do it too the City
Council.
HO: How do the rest of you all feel?
KH: Can we do it in conjunction?
SB: I think that's possible. I think there would obviously have to be agreement on the content
of the proclamation if that's the route you wanted to go.
OT: I think I may have mentioned this last time it was brought up, but in terms of red flags,
the length of this is like a red flag for me. International covers everything you know. I'm
more in line with us putting our focus on what's happening locally, dealing with specific
things that, number one we feel need to be addressed, and number two, we have a certain
amount of control over trying to accomplish the outcome. I understand and it's
something that needs to be done, but I'm just having problems understanding you know
why aren't we dealing with it locally.
Page 13 of 18
SG: Maybe because there are some violations of human rights locally.
OT: Why.are we dealing with this as a Commission, and don't get me wrong. I'm not saying
it's a bad thing to do. I'm just saying that we've got our local proclamations and things
we're doing, and now we come up with this. What's the value of this?
HO: Any other discussion?
CG: I guess I'm a bit neutral on it. I don't think it's, I mean there's nothing you can that I
disagree with in the proclamation, but it is long. I'm kind of a local person as well in
terms of some of these broad statements are ones that are you know, they sound good but
what do they accomplish in terms of what our role is as a Human Rights Commission. I
mean proclamations in general probably I would put into that category to some extent,
not picking on this proclamation in particular. So it really is you know I think if
somebody else is going to cover, I mean ideally yeah we would like to endorse it or
something when they do it. To me that would be the best way to do it, but I could live
with either outcome.
SG: If we can shorten it. I mean we're obviously if you go to the fourth paragraph from the
bottom it's all about those living in Iowa City from the faith and .... It does start talking
about rights of children, different races. It alludes to immigrants, documented and others;
no one should be subjected to arbitrary arrest or detention. I mean it can definitely be cut
down. If you like I can work on that and think about it.
KH: I think I'm with Connie. I'm fairly neutral, however if you were to bring back a
condensed shortened version of this proclamation to put forth to us I would be really
willing to consider that and look at it next time.
HO: Why don't we do that and then we'll table it another month and work on that.
CG: So December 10th is the actual date of when these declarations are made or is it?
SB: That's the recognition date. The City Council doesn't have their meeting scheduled that
far planned out so I can't tell you when they would be meeting in December.
HO: Any other further discussion?
g. Police Citizen's Review Board
SB: I kind of think Diane might have been the one to request this on the agenda. So I don't
know if anybody else has anything under this topic, but I think it was Diane who
requested it.
SG: I think the reason if I remember correctly it was brought in because we wanted to know
what has the City Council or the mayor has done about the subject matter. We've already
Page 14 of 18
referred to them to look at the concerns that were shared. Have they reported anything
back to us?
SB: I think they are withholding until the ad hoc committee looks at the PCRB because that
would be part of the ad hoc committee.
HO: At the time of our last meeting the ad hoc committee had not been approved by the City
Council. Any other discussion on the Police Citizen Review Board? Okay updates and
reports on Commissioners.
6. Updates/Reports:
a. Reports of Commissioners
Hanrahan: No report
Harper: No report
Goeb: No report
Ghoneim: No report
Townsend: Our subcommittee as you know, we were going to put the program together, and
Royceann Porter and another group has some things going on so we're kind of looking at
possibly partnering with them and coming up with something, but we haven't got all the players
at the table yet so. Other than that we've kinda got a change in our planning and nothing has
happened yet.
Olmstead: I just wanted to remind everybody I think Stefanie has forwarded information on the
webinar that will occur this week. I believe in two weeks after that racial justice and racial
assessment. I know the first Thursday the 19t' at noon till one or two at Grace Baptist Church on
Clinton Street. I encourage people to try and make that if you can. That's all I had
SB: I think you had a question about the University Human Rights?
SG: Sort of through the grapevine it appears that The University of Iowa is sort of looking
into changing the status of members of the council including the Center of Human
Rights. I was wondering if you had any information Harry since you sit on the board on
that because it's still unclear whether they are going to have the center under a University
department or what, but it may not stay as it has been since its inception.
HO: At out last meeting it was discussed about the funding sources and the funding sources
right now and Ms. Dodge has agreed to schedule a lot of funding for the center. After
that they are not sure, but they do have the Human Rights... (tape ends) I believe my
next meeting is in August and I'll probably have further information at that time.
SG: Do you think we have any role to play here to encourage the University regarding the
importance of such a center and our work with them?
Page 15 of 18
HO: Stefanie can I ask you to answer that. You have more history.
SB: Like a letter in support of continuing?
SG: Yes.
SB: I mean it would be something that the Commission has voted to do in other venues I
guess would be similar, but not exactly that specific. It's certainly something the
Commission can decide if they want to do that or not.
KH: Could you bring some more information...?
HO: I'd like to wait till the August meeting for more information and see where they're
coming from at that point.
OT: I've heard that there is a lot of change going on on the campus. Since this is an area that
you know to centers, an area that we have a definite interest in, would it be appropriate
for the Commission to address a letter to indicating that we're heard that there are
some changes occurring, and we are just concerned about the status of the center. We
wonder if she could give us some feedback as to what's going to be happening, and as
always if there's anything we can do to help or enhance the center, we'd more than
willing to do so.
SG: That would be nice, and especially that our chair always sits on the board. We have a
vested interest in
OT: I feel like if we want to get information and we want to get it in a timely manner so that if
there is something we have concerns about and we want to try to do something about it,
it's important that we get accurate information.
SB: It would have to be at another agenda. It's not on the agenda for tonight. So you guys
couldn't take any action anyway so, but I can try to get information too.
OT: It's not on the agenda, but since its come up as a concern can the Commissioners, we as
Commissioners request that you send a letter or does it have to be...
SB: No because that would be asking me to take action, and it's not on the agenda so.
KH: I just had a question for clarification. So we would be receiving board packets
electronically now?
SB: You still have a choice. I think the preference is for people to receive them
electronically. There has been no change in policy as far as staff's ability to send a hard
copy out. Other than Diane who has, she's the only one that I send. Well I send the
electronic to everyone, but she is the only one that I don't send a hard copy to is the better
Page 16 of 18
way to put it. I think it's a preference, but there's been no change in policy as far as our
ability to send it out.
HO: Why don't we just say if anybody wants to just receive the hard copy to let you know, or
receive the electronic to let you know.
b. Report of Staff
SB: The status of complaints is in the packets. I also wanted to mention that there's an ADA
celebration and Harry maybe you can help me out on this. I think it's tentatively
scheduled July 28`h at the Coral Ridge Mall, but last time I checked I didn't have times. I
don't know if times have been established. If I get an electronic email concerning the
ADA celebration at the Coral Ridge Mall on July 28h I will send it to Commissioners.
HO: It's 10:00 to 3:00.
KH: Is now a time where you could explain what the process is for researching and what you
do when a complaint comes to your desk?
SB: I think that's something more for orientation with Commissioners. I can set up a time to
talk to you about it.
HO: When you say during mediation you're saying that two parties are sitting down with a
mediator trying to work it out.
SB: Yes.
HO: And the process is if that doesn't work out then it comes to the Commission?
SB: No. The only time that the Commission, meaning the members of the Commission
would be involved in a complaint is if there's a probable cause determination. If that
complaint is not resolved then there is a semi -role that the Commission in determining
how that, whether that complaint goes on to a public hearing or whether it closed. But
other than that staff handles the complaints and the Commission does not actively
participate in that process.
SG: And the frequency Stefanie in the past say five years for example, has this ever
happened?
SB: No not in my time no. There was one right before I came on that was still on the books,
but no. It's not something that you're going to see a lot, and like I said if anybody wants
more information its best to set up a meeting, but just to give a little background. It's not,
a probable cause one, there's a lot of steps in the way of getting to a probable cause. One
you have mediation, so usually if there's been a harm, it's possible that the respondent
and or the person who is alleged to have discriminated against knows this and so they are
going to try and resolve it in mediation. The second thing is that a complainant has the
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right to request a right to sue if a complaint has been on file for longer for 60 days. There
are also exceptions to that, but just generally speaking after 60 days a complainant can
always request a right to sue. A right to sue would be asking us to close the complaint
file that we have and they would be pursuing the matter in a court of law. So there's a lot
of steps to get to a probable cause and some of the ways that the system is set up, those
get filtered either through a right to sue or there is an agreement reached. So you never
get to that point. I don't want people to think it doesn't mean bad things aren't
happening, it's just that usually when those happen you're either gonna read about it in
local newspaper because the person is suing or its gonna be worked out and you wouldn't
hear about it.
HO: Stefanie anything else?
SB: We moved up to the third floor. There is an elevator so it's accessible for everyone
obviously. We want to be up to code, and if any of you have an opportunity it's great.
We have an enclosed space with individual offices and windows that open. It's very
quiet up on the third floor, and it gives us the ability I think to really be seen as a City
Department versus where we were before, which was a great location but it wasn't as
clear, kind of that we were a division of the city. I think now it's very clear so. There are
three offices, so it's Kristin and myself and then we have a student legal intern, which we
have each semester. She has her own office plus there's a bigger office in there that we
are using as a conference room once we get unpacked. So that will be nice too because
when people come in they can go straight up and go to the conference room and not kind
of be in open space like this when they are handling sensitive matters. If you get an
opportunity we like it, we're happy.
Adjournment:
Motion to adjourn at 18:57.
Page 18 of 18
Human Rights Commission
ATTENDANCE RECORD
2012
M ting Date
KEY:
X = Present O = Absent
O/E = Absent/Excused
NM = No meeting /No Quorum
R = Resigned - = Not a Member
TERM
10/1
11/2
12/1
NAME
EXP.
1/17
2/21
3/20
4/17
5/15
6/19
7/17
8/21
9/18
6
0
8
Dr. Howard
1/1/13
X
X
O/E
X
O/E
X
O/E
Cowen
Constance
1/1/13
X
O/E
X
X
O/E
O/E
X
Goeb
Harry
1/1/13
X
X
X
X
X
X
X
Olmstead
(8 -1 -2010)
David B.
1/1/14
X
O/E
O/E
O/E
R
R
R
R
R
R
R
R
Brown
Diane
1/1/14
O/E
X
X
X
X
X
O/E
Finnerty
Orville
1/1/14
X
X
X
X
X
X
X
Townsend,
Sr.
Henri Harper
1/1/15
O/E
X
O/E
R
R
R
R
R
R
R
R
R
Kim
1/1/15
X
X
X
X
X
X
X
Hanrahan
Shams
1/1/15
O/E
X
X
X
X
X
X
Ghoneim
Jessie
1/1/15
-
-
-
-
-
O/E
X
Harper
(Appointed
6-5-12)
KEY:
X = Present O = Absent
O/E = Absent/Excused
NM = No meeting /No Quorum
R = Resigned - = Not a Member
1 : 1
PLANNING AND ZONING COMMISSION PRELIMINARY
July 19, 2012 — 7:00 PM — FORMAL
EMMA J. HARVAT HALL, CITY HALL
MEMBERS PRESENT: Carolyn Stewart Dyer, Charlie Eastham, Anne Freerks, Phoebe
Martin, Paula Swygard, John Thomas, Tim Weitzel
MEMBERS ABSENT: None
STAFF PRESENT: Robert Miklo, Andrew Bassman, Sarah Holecek
OTHERS PRESENT: Helene Hembreiker, Sarah Clark, Misty Rebik, Jeff Strottmann,
Ryan Downing, Bryson Dean, Christopher Siech, Susan Goodner,
Seth Miller
RECOMMENDATIONS TO CITY COUNCIL:
The Commission voted to recommend approval of REZ12- 00013, a rezoning of 2.0 acres
of land located along the south side of Highway 1 West, west of Shirken Drive, from CIA
to CC -2.
The Commission voted to approve a recommendation to change Title 14 of the City Code
as outlined by staff, defining payday lending uses and regulating them as provisional
uses in the Community Commercial (CC -2) zone.
CALL TO ORDER:
The meeting was called to order at 7:00 PM.
PUBLIC DISCUSSION OF ANY ITEM NOT ON THE AGENDA:
There was none.
REZONING ITEM
REZ12- 00011: Discussion of an application submitted by Southgate Development Services for a
rezoning from Interim Development Office Research Park (ID -ORP) zone to Low Density
Multifamily (RM12) zone for approximately 27.68 acres of property located at Camp Cardinal
Boulevard, south of Preston Lane. (Applicant has requested deferral to August 2.)
Eastham moved to defer the item to the meeting of August 2 "d
Weitzel seconded.
A vote was taken and the motion carried 7 -0.
Planning and Zoning Commission
July 19, 2012 - Formal
Page 2 of 8
REZONING ITEM
REZ12- 00012: Discussion of an application submitted by Southgate Development Services for
a rezoning from Interim Development Multifamily (ID -RM) zone to Low Density Multifamily
(RM12) zone for approximately 13.90 -acres of property located at S. Gilbert Street and
McCollister Boulevard. (Applicant has requested deferral to August 2.)
Eastham moved to defer the item to the meeting of August 2 "d
Dyer seconded.
A vote was taken and the motion carried 7 -0.
REZONING ITEM
REZ12- 00013: Discussion of an application submitted by the City of Iowa City for a rezoning
from Intensive Commercial (CI -1) zone to Community Commercial (CC -2) zone for
approximately 3.5 acres of property located south of Highway 1, west of Shirken Drive. (521 and
531 Highway 1 West & 1119 Shirken Drive)
Freerks noted that in a memo the Commission received this evening, 1119 Shirken Drive is to
be removed from this item.
Bassman explained that the City is initiating this rezoning to bring the restaurants in the area
into conformance with the Zoning Code and to bring the zoning into conformance with the
Comprehensive Plan. He said when the new Code was adopted in 2005 restaurants were
removed as an allowed use from the Intensive Commercial (CI -1) zone, which made the
Godfathers Pizza Restaurant at 531 Highway 1 West a non - conforming use. He said when the
Code was being re- written, the City wanted to return the CI -1 zoning to its original intent, which
is providing locations for land- consumptive and light industrial uses. He showed the
Commission examples of what you might find in a CI -1 zone. He said that the proposed
Community Commercial (CC -2) zoning is more retail oriented, and restaurants are a permitted
use in this zone. He said that the quick vehicle servicing use at 521 Highway 1 West is allowed
provisionally in the CI -1 and CC -2 zones.
Bassman said that the South Central District Plan future land use map shows the area south of
Highway 1 from Riverside Drive to the west edge of the lot at 809 Highway 1 as retail or
community commercial uses. He said the South District Plan states that land available in the
western reaches of this sub -area just beyond Highway 218, given the fairly direct access to
Highway 1 and Highway 218, offers opportunities for large lot development and is suitable for
intensive commercial uses with extensive outdoor storage needs. He said that as the retail area
in the eastern part of this sub -area is upgraded, encouraging intensive commercial businesses
located on or east of West Park Plaza to relocate to CI -1 zones to the south or west could result
in a more compatible mix of traffic and commercial shops, offices, restaurants and restaurants
and residential uses. He explained that staff decided that the property at 1119 Shirken Drive
should not be part of the application as the southwest portion of the building includes
warehouse space, which is not allowed in the CC -2 zone. He said that the owner has concerns
about being able to rent the building for anything other than warehouse use.
Freerks opened public hearing.
Planning and Zoning Commission
July 19, 2012 - Formal
Page 3 of 8
Freerks closed public hearing.
Freerks asked for a motion.
Eastham moved to approve REZ12- 00013, a rezoning of 2.0 acres of land located along
the south side of Highway 1 West, west of Shirken Drive, from CIA to CC -2.
Weitzel seconded.
Freerks invited discussion.
Freerks said to approve this would bring the zoning into conformance and be consistent with the
Comprehensive Plan.
Eastham asked if with approval of this application, adequate CI -1 zoning would remain in the
city.
Miklo said that after the South Central District Plan was created, area along Rohret Road was
zoned to CI -1, and there are still vacant lots there.
A vote was taken and the motion carried 7 -0.
CODE AMENDMENT ITEM
Discussion of an amendment to Title 14, Zoning Code, to define payday lending uses and
regulate them as provisional uses in the Community Commercial (CC -2) zone.
Bassman said that the difficulties of low- income consumers with poor credit history in accessing
certain services from federally insured banks has helped create an alternative financial services
industry that includes payday lenders. He explained that payday loans can trap consumers in
repeat borrowing cycles due to the high cost of borrowing, short repayment term and
consequences of failing to make good on the check used to secure the loan. He said that
although there are some regulations placed on these lenders, the annual percentage rate for a
two week, $250.00 loan is 358 percent. He said a study of the effect of payday lenders on the
surrounding areas published in the Journal of Criminology and Public Policy in 2011 found that
payday lenders in the Seattle area tend to be concentrated in communities where crime rates
are higher. He said the study also found a statistically significant correlation between the
presence of payday lenders and increases in crime.
Bassman said that Ames, Clive and West Des Moines have passed zoning ordinances
restricting where payday lending establishments can locate. He explained that the ordinance in
Iowa City would be more of a preventative measure. He said the other Iowa ordinances require
separation between payday lenders and other uses or zones. He said that staff has drafted
amendments that would regulate the location of payday lending establishments in Iowa City. He
said staff recommends that Iowa City amend the Code to include a definition for payday lenders,
or delayed deposit services, as the State Code describes such uses. He said staff recommends
restricting these uses to provisional uses in the Community Commercial (CC -2) zone with
additional separation requirements of one - thousand feet between delayed deposit uses and
other uses and other areas that may be negatively impacted. He said these latter uses include
any property containing existing daycare, educational facilities, parks and open spaces,
Planning and Zoning Commission
July 19, 2012 - Formal
Page 4 of 8
religious, private assembly or residential uses. He showed the Commission a map indicating the
existing five licensed payday lenders in Iowa City, where five licensed payday lenders used to
be located, and the four areas where payday lenders would have to be located under the
amended Code. He said with the amendment, existing payday lenders would become
nonconforming uses. He said staff recommends that these uses be limited to those licensed by
the State of Iowa.
Freerks asked what would happen to those businesses once they become nonconforming.
Miklo replied that a nonconforming use can continue as is, but they would not be able to expand
in terms of square footage, and if they go out of business another similar use could not establish
there if it was within one - thousand feet of the above - mentioned uses.
Eastham asked how staff saw the Comprehensive Plan encompassing these proposed
regulations.
Miklo said the Plan doesn't directly address this issue, but you could say it indirectly does so by
encouraging viable neighborhoods, and in other communities where this has been adopted, it's
seen as supporting neighborhood health.
Eastham asked if the Plan could be amended to clearly encompass these regulations.
Miklo said it could be, but he doesn't necessarily see a need to do that.
Holecek said that a number of stabilization actions have been taken and with every one, they
haven't amended the Plan. She said that the Comprehensive Plan is supportive of
neighborhood health, and she doesn't see a need to amend it.
Dyer asked what the rationale was for limiting their proximity to churches.
Miklo said it is standard rationale used throughout the Code for sensitive uses to be restricted in
relationship to churches, parks, schools and open space.
Swygard asked if there are any statistics for Iowa City on crime in relation to the areas where
payday lenders already exist.
Miklo said there are crime statistics available, but they did not do a correlation.
Freerks opened public hearing.
Helene Hembreiker of 3002 Parkview Avenue said she is a member of the Iowa Citizens for
Community Improvement (CCI). She said that payday lenders prey on vulnerable members of
our community, and this causes people who use these services to sink deeper into debt. She
said it is up to individual cities to regulate these businesses. She said the new ordinance passed
by Ames serves as a model for Iowa City and other cities in Iowa. She thanked staff for drawing
up this important ordinance and requested that it be passed.
Sarah Clarke of 509 Brown Street said she is speaking in support of this amendment. She said
neighborhood stabilization is a very important issue for her. She said there are some very
vulnerable neighborhoods close to where there are or have been payday lenders. She said the
proliferation of these businesses on entrance streets to the city may make people question the
economic stability of the area and hesitate to build or open businesses there.
Planning and Zoning Commission
July 19, 2012 - Formal
Page 5 of 8
Misty Rebik of 1033 S. 7th Ave. said she is also a member of Iowa Citizens for Community
Improvement. She said she supports this ordinance because predatory payday lending causes
neighborhood blight, increased crime, traps people in a cycle of poverty and drains communities
of hard - earned wealth. She says she has first -hand experience with immigrant communities that
have to resort to these types of lenders because they earn a low hourly wage and can't get a
loan anywhere else when they need money.
Jeff Strottmann of 426 S. Dodge St., Apt. A said he is also a CCI member. He says he thinks
payday lenders are basically evil, and restricting them is the best we can do at this level. He
said the payday lenders are out of state corporations so none of the revenue goes to public
government. He said it detracts from what could be going to local banks and credit unions. He
said it would be a necessary first step in helping the southeast side of the city by limiting these
lenders and reduce them as time goes on.
Ryan Downing of 3019 Pinecrest Road and a member of CCI said he supports everything the
other speakers have said in support of the recommendation from City staff. He said the work
they have put into this is appreciated. He said that a Council member had asked if they
shouldn't let the market take care of this. Downing said that research has been done to show
that in Iowa and elsewhere the interest rates don't change much from one payday lender to
another, and the market is not taking care of the interest rate problem. He said this ordinance
won't change the interest rate, but it will change the landscape to provide room and space for
organizations like CCI and other community organizations to work with the more legitimate
financial institutions in finding ways to provide more ethical forms of low- interest loans. He said
he encourages the Commission to view this as a way of regulating the market to allow room for
the development of more choices in this market.
Bryson Dean of 310 Scott Court #2 said she is a CCI member. She said this is a matter of
wanting to help people in the community as well as image. She said too many of these
businesses make it look like blight. She urged the Commission to recommend approval of this
ordinance.
Christopher Seich of Money and More on Riverside Drive said he had some of the same
concerns the speakers have when he accepted a position at this business. He said in the
eighteen months he has been there he has seen more people on a short-term basis helped out
of a crisis than the cycle folks who have a hard time managing their money. He said payday
lenders are on the decline and have been for last couple years. He said all the ones in Iowa City
are regulated. He said the really deplorable ones are online. He said Money and More employs
fifteen local people and is a locally owned business. He said he would like to see a lesser
standard than the recommended one - thousand between delayed deposit uses and other uses.
He said other cities have started with 250 feet. He said he has seen many cases of emergency
situations where people didn't have enough on their credit card to pay for a car repair or couldn't
cash a check because they were from out of town, and they were grateful to have this service to
help them. He said if they borrowed $100.00, they would then pay back $116.67 at the end of
two weeks, which he didn't think was bad. He said it is a necessary thing for some people with
an emergency. He said it is also a necessary thing for some people who can't manage their
money. He said he has seen tremendous help given through his business.
Eastham asked Seich to repeat the terms of a loan.
Seich replied that if you borrowed $100 today, July 19th, anytime between now and August 2nd,
which is two weeks from today, you have the opportunity to pay it back at $116.67, with $16.67
Planning and Zoning Commission
July 19, 2012 - Formal
Page 6 of 8
as the interest. He said if you don't come in, the next day they send it to the bank. He said if you
borrow $200 it will cost $227.78.
Susan Goodner of 4649 Running Deer Court said that just because a business is locally owned
and employs fifteen people doesn't mean it's a good business. She said the one thousand foot
restrictions make more sense than the 250 foot limit because the ordinances in the other Iowa
cities have only been in place a short time. She said she would like to see the numbers to
support Seich's sense that it's short-term crisis people rather than people who get caught in the
spiral who are the majority of his clients. She said she thinks the way Seich spoke of people
who can't manage their money is pretty derogatory. She said if they are able to establish micro -
lending programs through the credit unions these people can have access to credit counselors.
She said just because internet lenders are worse doesn't mean that the local predatory payday
lenders are better.
Seth Miller, who works at Money and More, said they provide a service that is needed for the
community. He said oftentimes this money is needed for medical procedures if the borrowers
are uninsured. He said they are State regulated and licensed and that Iowa has the strictest
regulations in the nation on payday lending. He said they are not opposed to this amendment
but would encourage a 250 feet limit rather than the one - thousand feet, which he thinks is a bit
excessive.
Freerks closed public hearing.
Weitzel moved to approve a recommendation to change the City Code as outlined by
staff.
Eastham seconded.
Freerks invited discussion.
Weitzel said that they aren't going to be able to eliminate or prohibit payday lenders. He said
based on the staff's memo, no uses are being prohibited and he thinks a restriction of one -
thousand feet is reasonable.
Eastham said in regard to the notion that they should not engage in land use regulation in this
area because the market will take some sort of appropriately corrective action, it has occurred to
him that land use regulation of any kind is market corrective, so that argument is not appealing
to him. He said he is persuaded that the adverse effect on surrounding neighborhoods is
potentially real and significant enough to warrant some separation and limited number of these
types of businesses. He said since there is a limit on the distance between liquor stores, he has
no problems with the distance requirement in this proposed amendment or with the separation
of residential and other uses.
Swygard said she's looking at this as a land use issue and what is best for Iowa City in relation
to the goal of neighborhood stabilization. She said she is concerned about the entrance to the
city and how it looks when people enter from the south side. She said she supports this
proposed amendment.
Thomas said he supports all the comments from the Commission. He said that this is a
preventative measure and that it's not affecting any existing business. He said the one - thousand
feet limit seems reasonable to him, especially in an automobile environment where these
businesses are perceived as you drive by. He said there may even be consideration on the
Planning and Zoning Commission
July 19, 2012 - Formal
Page 7 of 8
commercial stabilization that they not be concentrated.
Martin asked if in terms of the one - thousand foot limit those in existence would be non-
conforming.
Miklo said that most of them would be.
Dyer said she's not convinced that payday lenders cause crime. She said she doesn't support
the expansion of payday lenders but if they limit where they can be, the ones that exist have the
opportunity to maximize the business that exists, and perhaps someone with different interest
rates could offer another orientation. She said it seems that the cause is poverty and the lack of
places for people to borrow money. She said she will probably support this, but it's not going to
necessarily solve any problems.
Freerks said she will support the proposed amendment, and she thinks one - thousand feet is
appropriate here. She said behavior and land use sometimes go hand in hand. She said the
existing businesses will be non - conforming and can't expand, and there is room for four more of
these businesses, and she thinks that is plenty for a community this size.
Eastham said he wonders if the effect on neighborhoods has to do with how much money
borrowers have to pay for the service, and that money reduces how much is available to them
for other kinds of things.
Martin said she agrees in that the issue that's being brought up is not necessarily the location of
payday lenders but the issue of disclosure and blight that was raised by CCI.
A vote was taken and the motion carried 7 -0.
CONSIDERATION OF MEETING MINUTES: June 4th, 7th, 18th, and 21st, 2012:
Weitzel moved to approve the minutes with minor corrections.
Eastham seconded.
The motion carried 7 -0.
ADJOURNMENT:
Weitzel moved to adjourn.
Eastham seconded.
The meeting was adjourned on a 7 -0 vote.
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