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Harvest Develop. - Aff. HousingCITY OF DUBUQUE, IOWA MEMORANDUM July 12, 2001 TO: FROM: SUBJECT: The Honorable Mayor and City Council Members Michael C. Van Milligen, City Manager 7/16/01 Work Session - Harvest Development In the September 2000 City Council Goal Setting Session, owner-occupied Affordable Housing was selected as a priority. Since that time the City Council appointed a broad- based citizen task force to study the issue and develop recommendations. The work of that task force is not yet complete. I received the attached April 17 letter from Harvest Development Group seeking financial assistance with their development of the 70 acres they purchased from the Hilby family on Asbury Road. They are proposing creating 160 residential lots in four phases. This is not an affordable housing issue, but it does have some relation to the development of owner-occupied housing in the Dubuque City limits. The attached chart showing residential development in the City will demonstrate the significant potential that a problem exists in our community with a lack of new owner- occupied construction. In a town of 60,000 people, less than 100 single-family homes are being built each year from the period of 1990-2000. If you look at the more recent past from 1996-2000, only 56 single-family homes are being built each year on average, with only 40 homes built in the year 2000. Our community will not thrive and grow if homes are not being built. Also, building those homes in the corporate city limits prevents sprawl and provides the greatest return on existing infrastructure, like sewer, water and streets. I have thoroughly reviewed the Harvest Development request with staff and I do not believe that most of their requests are affordable, however, their request for assistance in the area of sanitary sewer work is affordable within the City's Capital Improvement Program and should be given serious consideration. One important caveat I would have is that if assistance for this project is to be further considered, that it only be provided for the owner-occupied components of the project and not the multi-family rental component or the commercial component. I further believe that the request for a commitment from the City to develop a small park in the development if the land is donated is reasonable. The attached memorandum from Assistant City Engineer Gus Psihoyos and Planning Services Manager Laura Carstens explains the request and the staff recommendation more thoroughly. I look forward to the discussion at the Monday, July 16, 2001, 5:30 p.m. worksession which will be held at the Library auditorium. Michael C. Van Milligen -- MCVM/ksf Attachment cc: Mr. Marry McNamer, Secretary/Treasurer of Harvest Development Group Barry Lindahl, Corporation Counsel Cindy Steinhauser, Assistant City Manager Laura Carstens, Planning Services Manager Bob Green, Water Plant Manager David Harris, Housing & Community Development Director Mike Koch, Public Works Director \ Gus Psihoyos, Assistant City Engineer City of Dubuque Number and Value of Residential Units Built 1990 - 2000 Two Multi. Total Value of Single- Family Family Residential Residential Family. Units Unite Units Con. atruo, flon 1990 110 12 77 199 $14,749,638 t991 116 4 34 154 $11,958,749 1992 170 6 98 274 $20,449,067 t993 126 30 75 231 $16,662,639 1994 105 22 105 232 $15,789,433 t995 84 22 103 209 $14,927,159 t996 65 14 50 129 $t1,151,341 t997 57 4 69 130 $11,325,894 1998 67 14 57 136 $20,419,693 1999 54 14 17 85 $8,080,111 2000 40 24 ..-63 --_127 $!! 758 890. Total ...994 ~t66 -..748 ....-1908 ~1~T~272t114 Average 99.4 16.6 74.8 190.8 $15,727,211 Value per ........ Unit $74,119 $77,654 $74,632 $72,133 $68,058 $71,422 $86,445 $87,122 $147,969 $95,060 $94,720 Dollar values are NOT adjusted for changes in costs of living and inflation Source" Cify of Dubuque Building Services Department building permit data Prepared: March, 2001 CITY OF DUBUQUE, IOWA MEMORANDUM July 3, 2001 TO: FROM: Michael Van Milligen, City Manager Gus Psihoyos, Assistant City Engineer Laura Carstens, Planning Services Manager SUBJECT: Harvest Development Group - Request for City Assistance This memo transmits information regarding a request by Harvest Development Group, Ltd. for City assistance to facilitate development of a proposed residential subdivision on Asbury Road. Enclosures include the letter of request from Martin McNamer, a partner in Harvest Development Group, Ltd., a map of the project site, a staff analysis of the development group's eight requests for City assistance, and background information on costs. The City Council is scheduled to consider this information at a work session on Monday, July 16, 2001. Please let us know if additional information is needed. Enclosures CC Pauline Joyce, Administrative Services Manager Mike Koch, Public Works Director Bob Green, Water Department Manager David Harris, Housing and Community Development Director Barry Lindahl, Corporation Counsel Harvest Development Group Ltd. Proposal for City Assistance to Facilitate Development Harvest Development Group, Ltd. is a business corporation that has purchased approximately 70 acres of land north of Asbury Road between Resurrection Church and Dennis Kitchen Funeral Home. The property previously was the Hilby farm. A map of the project is attached. Harvest Development plans to develop this site in four phases with up to 160 residential lots. Phase 1 will include 30- 40 lots. Approximately 44 acres of the property will be developed for single-family homes. Another 9.1 acres are zoned for one- and two-family residential development. Along the north portion of the property, 9.6 acres are zoned for moderate- density multi-family residences of one to six units. Commercial zoning for neighborhood shopping is planned for 8.3 acres at the southwest comer. Harvest Development is requesting that the City of Dubuque provide assistance to this project in order to facilitate residential development within the city limits. Harvest Development expects the City's assistance will allow development to proceed more quickly and at less risk to the developers. With reduced risk, the developers' costs are reduced as well. Harvest Development expects the City's assistance to result in lower lot costs to prospective purchasers. One of the City Council's current goals is to address the issue of affordable owner-occupied housing. Several of the partners in Harvest Development Group, Ltd. are participating on an Affordable Owner-Occupied Housing Committee that is examining the issues involved and identifying possible ways to address them. This committee is scheduled to wrap up its work this summer, with presentation of a report to the City Council this fall. This project is not affordable housing, but it does have a large owner-occupied component. A letter from Martin McNamer, one of the partners in Harvest Development Group, Ltd., is attached. Mr. McNamer's letter lists eight requests for City assistance. City staff has prepared an analysis of these eight requests for the City Council's consideration. In addition to the recommendations outlined in this analysis, staff has the following general recommendations for the City Council to consider if financial assistance is provided to Harvest Development Group, Ltd. a. The City must determine what will be acceptable collateral for any City expense related to loan(s) for the development of this project. Staff recommends that the City require first mortgage position on the land, personal guarantees or an irrevocable letter of credit. b. The City must establish a development agreement that gives Harvest Development specific performance standards, and provides remedies for failure to meet these standards. Page 1 of 4 Harvest Development request #1: Sanitary Sewer a. That the City finance the construction cost of installing the sanitary sewer for each phase, including the sewer main, manholes, and lateral lines. b. The amount advanced by the City for each phase would be allotted equally to the residential lots in each phase. c. As each lot is sold, Harvest development will reimburse the City by an amount equal to the total cost incurred by the City divided by the number of residential lots in that phase. d. Under this plan, the City will be fully reimbursed for its initial costs upon the sale of all lots within the development phase. Estimated Cost for Sanitary Sewer: $426,000 Phase 1: $163,700 for installation of the sewer mains, manholes and laterals. Phase 2:$114,100 for installation of the sewer mains, manholes and laterals. Phase 3:$148,200 for installation of the sewer mains, manholes and laterals. City Staff recommendation: The City would be able to finance the construction costs for installation of the sanitary sewer for each phase, because we have $800,000 budgeted for projects like this. The City could be reimbursed as each residential lot is sold within each particular phase; however, the City should establish a time limit for the payback, regardless of how lot sales are progressing. We suggest a time limit of 5 years for complete payback of the per lot assessments for each phase. Also, in each phase the developer would pay the proportion of the project that is commercial immediately upon completion of the sewer project. The City would need to bid this as a City project. The City would need to establish a "per acre" or a lineal foot limit for the sewer assessment. Harvest Development request #2: Street Lights That the City furnish and install the street light poles and lights, with Harvest Development to pay the cost of trenching. Estimated Cost for Street Lights: $32,000 Phase 1:$15,500 for steel street light poles. Phase 2:$7,800 for steel street light poles. Phase 3:$9,300 for steel street light poles. City Staff recommendation: The City does not have money budgeted for street lights, so staff does not recommend providing the requested assistance. Page 2 of 4 Harvest Development request #3: Waiver of Hook-up Fees That the City not assess any sewer or water hookup fees or connection charges. Estimated Cost for Waiver of Hook-up Fees: $79,900 Water: $13,200 Sanitary Sewer: $58,000 for Resurrection sewer, and $8,700 for Bonson interceptor sewer City Staff recommendation: The City could delay the water and sewer hookup fees, and then be reimbursed as each residential lot is sold within each particular phase, with all fees paid within 5 years. All commemial lot hook-up fees would be paid according to the City's existing payment policy. Harvest Development request ~1: Waiver of Inspection Fees That the City waive any and all inspection fees charged by the City Engineering Division. Estimated Cost for Waiver of Inspection Fees: $120,000 Based on an estimated development cost of approximately $4 million and the rate of 3% for inspection fees. City Staff recommendation: The current City policy is to collect 3% of the estimated development cost up front for City Engineering fees. The actual inspection cost incurred by the Engineering staff is calculated at the close out of the project, at which time final bill adjustments or credits are made. Inspection fees are part of the Engineedng's funding sources. Since the City uses these inspection fees to reduce property tax support of the Engineering Division, staff does not recommend waiving the inspection fees. Harvest Development request #5: Relocation of Resurrection Sewer That the City pay to relocate the existing sewer line that runs through the property to serve Resurrection Church, in order to accommodate the lot development and plat layout for Harvest Development's project. Estimated Cost for Relocation of Resurrection Sewer: $76,300 Cost for removal and replacement of the existing line that was installed as part of the Resurrection Church sanitary sewer project includes sewer main and manholes. City Staff recommendation: Staff recommends that assistance for this cost be handled in the same manner as recommended above for assistance with the construction cost for sanitary sewer, with the developer paying as each residential lot is sold with a 5-year cap. The proportionate share of the development that is commercial would pay at completion of the relocation project. Page 3 of 4 Harvest Development request #6: Purchase of Playground Equipment That the City purchase and install playground equipment within 18 months following the platting and dedication of a one-half acre city park, which will be a part of Phase 1. Estimated Cost for Purchase of Playground Equipmenb $35,000 Based on budget in FY02-06 CIP for playground equipment for park land on Southern Avenue. City Staff recommendation: City staff recommends providing this assistance in 30 months, rather than the requested 18 months. This time extension will allow the Leisure Services department to submit a request for the FY03-07 ClP budget to fund the installation of playground equipment at this site. Harvest Development request #7: Sanitary Sewer Extension a. That the City extend, at City expense, the sanitary sewer main from the residential development to the east of Harvest Development's property, to the east property line near the northerly portion of the project site. b. Harvest Development then would connect to this sewer to serve the northerly portion of the project site, which probably will be the fourth and final phase. c. The sewer extension by the City could be done at any time within the next 5 years. Estimated Cost for Sanitary Sewer Extension: $135,000 Based on length of sewer extension and current construction costs for sewer installation. City Staff recommendation: The proposed sewer extension would go through undeveloped property that is accessed by Bonson Road. The owners of this property have not filed a development plan or plat. The City does budget for sewer and water extensions. Staff recommends that the City consider budgeting for construction of this sewer extension. The City should not install this sewer extension until a development plan is in place for the adjacent property. In this way, the City can ensure that the sewer extension will conform to both the Harvest Development plat and the development plan for the adjacent property. Harvest Development request #8: Street Stub Harvest Development agrees to dedicate a 60-foot right-of-way for a public street on the northerly end of the project site to serve as access to and from adjacent land. Estimated Cost for Street Stub: $ - 0 - The City requires that developers provide this type of street connection to adjacent properties. City Staff recommendation: As required for other developments, the 60-foot right-of-way for a public street must be dedicated and the street stub must be paved at the developer's expense to the property line. Page 4 of 4 Exhibit A Proposed Rezoning Harvest Development Group, Ltd. AG R-1 R-1 AG C-2 AG J~ Applicant: Martin McNamer/ Harvest Development Group, LTD. Location: 4100 Asbury Road ~ Proposed area to be rezoned to R-2 from C-2 Harvest Developmemt Group, Ltd. c/o ,Martin J. McNamer 5070 Wolff Road, P.O. Box 767 Dubuque, IA 52004-0767 April 17, 2001 Mr. Michael Van Milligen City Manager City Hall Dubuque, IA 52001 Dear Mr. Van Milligen: I a~writing to you on behalf of Ma~vest Development Group, Ltd. (hereinafter referred to as '~Marvest Development"), a recently formed corporation owmed by me amd some of my business associates. Harvest Development is purchasing, for residential development purposes, approx~mmtely 70 acres of land north of Asbury Road and located between ~esurrection School and Dennis Kitchen Funeral Home. The lend will be platted and developed in four phases ~,a contain up to 160 good-sized residential lots. Phase I will include approx- t~tely 30 - 40 lots. Thi~ project wi il be perhaps the largest residential development within the City of Dubuque during the past 20 - 30 years. The upfront costs to be paid by the investing shareholders are very substantial and include, without lim6tation, land acquisition cost, professional engineering and sur~eying services, legal ~penaes, and grading. Harves[ 'Development is respectfully requesting the City of Dubuque's assistance and cooperation in the carrying out of this ambitious development project. The City~ help will allow the development to proceed more quickly and also result in lo,er lot costs to prospective purchasers. As you are awa~e, our development will be competing with several other proposed residential develop- ments with~, .the city of Asbury. It is in the best interests of both Marvest Development and the City of Dubuque to work together in a way that w~]] facilitate our project. Followimg are our proposals: We request that the City of Dubuque finance the construction cost of installing the sanitary sewer for each phase, including the sewer main lime, manholes, amd lateral lines. The amount advanced by the City as to each phase would be allocated equally to the residential lots within that particular phase. As each lot is sold, Harvest Development will reimburse the City by an amount equal to the total cost incurred by the City divided by the number of residential lots in that phase. Under this plan, the City ~uld be fully reimbursed for its initial costs upon the sale of all lots within the development phm~e. The City's only financial loss will be the time value of the money advanced for the sewer construction. We believe tb~ will be partially offset by allowing Harvest Development to sell the lots at a lower ~ma more competitive price, which will, iu turn, add to the City's tax base. Harvest Development Group, Ltd. c/o Martin J. McNamer 5070 Wolff Road, P.O. Box 767 Dubuque, IA 52004-0767 Mr. Michael Van Mtlligen April 17, 2001 Page 2 3. 4. 5. Harvest Development requests the City of Dubuque to furnish and install the street light poles and lights. We will pay the cost of trenching. We request that the City not assess amy sewer or water hookup fees to H~rvest Development. We are asking the City to waive any and ~11 "imspection fees" which the City has collected in the past for inspection services. The existing sewer llne which rams through the property will have to be relocated to accuaaaodate the lot. development and plat layout. We are asking the City to pay this expense. Harvest Development will dedicate approx{mmtely one-half acre for a city park. We request that the City of Dubuque purchase amd install playground equipment within 18 months following the platting of the city park area, whlch will be a part of Phase I. The residential development which lies adjacent to and east of our development is ~erved by a city se~er. We are asking the City, at the City's expense, to extend this sewer main line to our east property line near the northerly most~ortion of our property. Harvest Development could then cc~mect to this sewer for the purpose of serving the northerly portion of our develop- ment, which will probably be the fourth amd final phase. This sewer extensio~ by the City could be done at any time within the next five years. Marvest Development is agreeable to dedicating to the City of Dubuque a 60-foot wide right of way for a public street ou the northerly end of our development. This street would be available to serve as access to and from a possible future development by adjacent land holders. I would welcome the opportunity to meet with you aud your staff to discuss the above proposal in greater detail. Th~k you for your consideration. Sincerely, Harvest Development Group, Ltd. Martin 5. Me~amer Harvest View Estates Subdivision Sanitary Sewer Removal & Replacement Item No. Description 1 11406.01 i Flowable Mertar 2 i1501.101 iSanita~y Sewer Pipe, 8"PVC 3 [1501.221 ! Sanitary Sewer, Manhole Sidewal148" 4 i1501277 iSanitarySewer, Manhole Base 48" 5 i1501.225 iSanitarySewerDropManhole48- 6 / 1506.02 jRemoval ef Manholes 7 f1103.0214 iExcavation, Class12 (Rock) Quantity Unit Unit Price Amount 38i CY ! $90! $3,400 1,9251 LF $25! $48,100 801 LF $175i $14,000 81 ~ch ~ $2501 $2,000! 1 t Each $2,500f $2,500 5t Each ,$300 $1,500~ li LS i $4,Sl0 $4,~00; Item No. Item No. PHASE 1 SUBTOTAL $76,300 Description Quantity Unit Unit Price Amount PHASE 2 SUBTOTAL Description Quantity Unit Unit Price Amount PHASE3SUBTOTAL PROJECTTOTAL $76,300 Estimate Reference Information i Flowable Mortar i The existing 8" Sanitary Sewer (1470 LF) will be filled with Flowable Mortar. iSanitary Sewer, Manhole Sidewall 48" Sanitary Sewer Manholes estimated at an average depth of 10'. WHKS & co. New Subdivision Ci~ of Dubuque, Iowa Special Cost Estimate Page 1 of 3 Harvest View Estates Subdivision New Sanitary Sewer Item No. Description Quantity Unit Unit Price Amount IiI !1501.101 i1501.221 4 1501.225 ~ 5 1501.291 i? t iSanitery Sewer Pipe, 8" PVC !Sanitary Sewer, Manhole sidewall 48" 3 ~1501.222 ISanitary Sewer, Mani'mle Base 48" !Sanitary Sewer Drop Manhole 48" ~Sanitary Sewer, 4" C.I.P. Latem! 6 I1501.292 ISanitary Sewer, 4" Tap and Saddle 7 i1103.0214 iEzcavat~n, Cless12 (Rock) 3,075 LF $251 $76,900 90 LF $175 $15,800 9[ Each { $250 $2,300 li Each [ $2,500i $2,500 I $35,100 2,3401 LF $151 $23,400 LS $7,690 PHASE 1 SUBTOTAL Item No. 1 1501.101 2 1501.221 3 !1501?'22 Description iSanitary Sewer Pipe, 8" PVC Quantity Unit Unit Price Amount ISanitary Sewer, Manhole Sidewall 48" !Sanitary Sewer, Manhole Base 48" 4 11501.225 5 ~1501.291 6 11501.292 7 !1103.0214 tE.~cavafion, Class12 (Rock) Sanitary Sewer Drop Manhole 48" Sanitary Sewer, 4" C.I.P. Lateral I 1,~5 LFI $251 s49,1oo ! 70 LF I $175I $12,300 i 71 Each I $250i $1,800, i 11 Each $2,5001 $2,500 1,740I LF $151 $26,100 Each $3001 $17,400 1~ LS $4,9101 $4,900 ISanitary Sewer, 4" Tap and Saddle PHASE 2 SUBTOTAL $114,100 Item Descrip§on Quantity Unit Unit Price Amount ! 1501.101 ~ Isanitary Sewer Pipe, 8" PVC I1501.221 ISanitary Sewer, Manhole Sidewat148" 1501.222 ~Sanitary Sawer, Manhole Base 4,8," 1501.225 ISanitary Sewer Drop Manhole 48 ~1501.291 !Sanitary Sewer, 4" C.LP. Lateral 31 7 i1103.0214 iExcavafion, Class12 (Rock) 3,125 LF I $25i $78,100 100 LF I $1751 $17,500 101 Each i $250i $2,500 ! 11 Each ! $2,500~ $2,500 1,590i LF i $15t $23,900 ! 53t Each t $300~ $15,900 I 1t LS t $7,8101 $7,800 6 f1501.292 iSanitary Sewer, 4" Tap and Saddle PHASE 3 SUBTOTAL $148,200 PROJECT TOTAL $426,000 Estimate Reference Information I Sanitary Sewer, Manhole Sidewall 48" '; i Sanitary Sewer Manholes estimated at an average depth of 10'. I WI-IKS & Co. New Subdivision Special Cost City of Dubuque, Iowa Estimate Page 2 of 3 Harvest View Estates Subdivision Street Lights Description Quantity Unit Unit Price Item Description, 10 Each ! $1,5501 PHASE 1 SUBTOTAL Quantity Unit Unit Price Amount $45,5oo $15,500 Amount Item 11907.01 ISteel Street Light Pole Descr'~fion iSteel Street Light Pole 5i Each PHASE 2 SUBTOTAL Quantity Unit Unit Price PHASE3SUBTOTAL $1,550 $7,800 $7,800 Amount $1,550; $9,300 $9,300. PROJECT TOTAL $32,600 WHKS ~ c~ ..New S~bdivision City of Dubuque, Iowa Special Cost Estimate Page 3 of 3 CITY OF DUBUQUE, IOWA MEMORANDUM July 3, 2001 TO: FROM: Michael Van Milligen, City Manager Gus Psihoyos, Assistant City Engineer Laura Carstens, Planning Services Manager~.~ SUBJECT: Harvest Development Group - Request for City Assistance This memo transmits information regarding a request by Harvest Development Group, Ltd. for City assistance to facilitate development of a proposed residential subdivision on Asbury Road. Enclosures include the letter of request from Martin McNamer, a partner in Harvest Development Group, Ltd., a map of the project site, a staff analysis of the development group's eight requests for City assistance, and background information on costs. The City Council is scheduled to consider this information at a work session on Monday, July 16, 2001. Please let us know if additional information is needed. Enclosures Pauline Joyce, Administrative Services Manager Mike Koch, Public Works Director Bob Green, Water Department Manager David Harris, Housing and Community Development Director Barry Lindahl, Corporation Counsel Harvest Development Group Ltd. Proposal for City Assistance to Facilitate Development Harvest Development Group, Ltd. is a business corporation that has pumhased approximately 70 acres of land north of Asbury Road between Resurrection Church and Dennis Kitchen Funeral Home. The property previously was the Hilby farm. A map of the project is attached. Harvest Development plans to develop this site in four phases with up to 160 residential lots. Phase 1 will include 30 - 40 lots. Approximately 44 acres of the property will be developed for single-family homes. Another 9.1 acres are zoned for one- and two-family residential development. Along the north portion of the property, 9.6 acres are zoned for moderate- density multi-family residences of one to six units. Commercial zoning for neighborhood shopping is planned for 8.3 acres at the southwest comer. Harvest Development is requesting that the City of Dubuque provide assistance to this project in order to facilitate residential development within the city limits. Harvest Development expects the City's assistance will allow development to proceed more quickly and at less risk to the developers. With reduced risk, the developers' costs are reduced as well. Harvest Development expects the City's assistance to result in lower lot costs to prospective purchasers. One of the City Council's current goals is to address the issue of affordable owner-occupied housing. Several of the partners in Harvest Development Group, Ltd. are participating on an Affordable Owner-Occupied Housing Committee that is examining the issues involved and identifying possible ways to address them. This committee is scheduled to wrap up its work this summer, with presentation of a report to the City Council this fall. This project is not affordable housing, but it does have a large owner-occupied component. A letter from Martin McNamer, one of the partners in Harvest Development Group, Ltd, is attached. Mr. McNamer's letter lists eight requests for City assistance. City staff has prepared an analysis of these eight requests for the City Council's consideration. In addition to the recommendations outlined in this analysis, staff has the following general recommendations for the City Council to consider if financial assistance is provided to Harvest Development Group, Ltd. a. The City must determine what will be acceptable collateral for any City expense related to loan(s) for the development of this project. Staff recommends that the City require first mortgage position on the land, personal guarantees or an irrevocable letter of credit. b. The City must establish a development agreement that gives Harvest Development specific performance standards, and provides remedies for failure to meet these standards. Page 1 of 4 Harvest Development request #1: Sanitary Sewer a. That the City finance the construction cost of installing the sanitary sewer for each phase, including the sewer main, manholes, and lateral lines. b. The amount advanced by the City for each phase would be allotted equally to the residential lots in each phase. c. As each lot is sold, Harvest development will reimburse the City by an amount equal to the total cost incurred by the City divided by the number of residential lots in that phase. d. Under this plan, the City will be fully reimbursed for its initial costs upon the sale of all lots within the development phase. Estimated Cost for Sanitary Sewer: $426,000 Phase 1:$163,700 for installation of the sewer mains, manholes and laterals. Phase 2:$114,100 for installation of the sewer mains, manholes and laterals. Phase 3:$148,200 for installation of the sewer mains, manholes and laterals. City Staff recommendation: The City would be able to finance the construction costs for installation of the sanitary sewer for each phase, because we have $800,000 budgeted for projects like this. The City could be reimbursed as each residential lot is sold within each particular phase; however, the City should establish a time limit for the payback, regardless of how lot sales are progressing. We suggest a time limit of 5 years for complete payback of the per lot assessments for each phase. Also, in each phase the developer would pay the proportion of the project that is commercial immediately upon completion of the sewer project. The City would need to bid this as a City project. The City would need to establish a "per acre" or a lineal foot limit for the sewer assessment. Harvest Development request #2: Street Lights That the City fumish and install the street light poles and lights, with Harvest Development to pay the cost of trenching. Estimated Cost for Street Lights: $32,000 Phase 1:$15,500 for steel street light poles. Phase 2:$7,800 for steel street light poles. Phase 3:$9,300 for steel street light poles. City Staff recommendation: The City does not have money budgeted for street lights, so staff does not recommend providing the requested assistance. Page 2 of 4 Harvest Development request #3: Waiver of Hook-up Fees That the City not assess any sewer or water hookup fees or connection charges. Estimated Cost for Waiver of Hook-up Fees: $79,900 Water: $13,200 Sanitary Sewer: $58,000 for Resurrection sewer, and $8,700 for Bonson interceptor sewer City Staff recommendation: The City could delay the water and sewer hookup fees, and then be reimbursed as each residential lot is sold within each particular phase, with all fees paid within 5 years. All commercial lot hook-up fees would be paid according to the City's existing payment policy. Harvest Development request #4: Waiver of Inspection Fees That the City waive any and all inspection fees charged by the City Engineering Division. Estimated Cost for Waiver of Inspection Fees: $120,000 Based on an estimated development cost of approximately $4 million and the rate of 3% for inspection fees. City Staff recommendation: The current City policy is to collect 3% of the estimated development cost up front for City Engineering fees. The actual inspection cost incurred by the Engineering staff is calculated at the close out of the project, at which time final bill adjustments or credits are made. Inspection fees are part of the Engineering's funding sources. Since the City uses these inspection fees to reduce property tax support of the Engineering Division, staff does not recommend waiving the inspection fees. Harvest Development request #5: Relocation of Resurrection Sewer That the City pay to relocate the existing sewer line that runs through the property to serve Resurrection Church, in order to accommodate the lot development and plat layout for Harvest Development's project. Estimated Cost for Relocation of Resurrection Sewer: $76,300 Cost for removal and replacement of the existing line that was installed as part of the Resurrection Church sanitary sewer project includes sewer main and manholes. City Staff recommendation: Staff recommends that assistance for this cost be handled in the same manner as recommended above for assistance with the construction cost for sanitary sewer, with the developer paying as each residential lot is sold with a 5-year cap. The proportionate share of the development that is commercial would pay at completion of the relocation project. Page 3 of 4 Harvest Development request #6: Purchase of Playground Equipment That the City purchase and install playground equipment within 18 months following the platting and dedication of a one-half acre city park, which will be a part of Phase 1. Estimated Cost for Purchase of Playground Equipment: $35,000 Based on budget in FY02-06 CIP for playground equipment for park land on Southern Avenue. City Staff recommendation: City staff recommends providing this assistance in 30 months, rather than the requested 18 months. This time extension will allow the Leisure Services department to submit a request for the FY03-07 ClP budget to fund the installation of playground equipment at this site. Harvest Development request #7: Sanitary Sewer Extension a. That the City extend, at City expense, the sanitary sewer main from the residential development to the east of Harvest Development's property, to the east property line near the northerly portion of the project site. b. Harvest Development then would connect to this sewer to serve the northerly portion of the project site, which probably will be the fourth and final phase. c. The sewer extension by the City could be done at any time within the next 5 years. Estimated Cost for Sanitary Sewer Extension: $135,000 Based on length of sewer extension and current construction costs for sewer installation. City Staff recommendation: The proposed sewer extension would go through undeveloped property that is accessed by Bonson Road. The owners of this property have not filed a development plan or plat. The City does budget for sewer and water extensions. Staff recommends that the City consider budgeting for construction of this sewer extension. The City should not install this sewer extension until a development plan is in place for the adjacent property. In this way, the City can ensure that the sewer extension will conform to both the Harvest Development plat and the development plan for the adjacent property. Harvest Development request #8: Street Stub Harvest Development agrees to dedicate a 60-foot right-of-way for a public street on the northerly end of the project site to serve as access to and from adjacent land. Estimated Cost for Street Stub: $. 0 - The City requires that developers provide this type of street connection to adjacent properties. City Staff recommendation: As required for other developments, the 60-foot right-of-way for a public street must be dedicated and the street stub must be paved at the developer's expense to the property line. Page 4 of 4 ~arvest Development Group, Ltd. c/oMartin J. McNamer 5070 Wolff Road, P.O. Box 767 Dubuque, IA 52004-0767 April 17, 2001 Hr. Michael Van Hilligen City Manager City Hall Dubuque, IA 52001 Dear Mr. Van Milligen: I am vrriting to you on behalf of Harvest Development Group, Ltd. (hereinafter rsferred to as '~Harvest Development"), a recently formed corporation owned by me and some of my business associates. Harvest Development is purchasing, for residential development purposes, approximately 70 acres of land north of Asbury Road and located between F~esurrection School and Dennis Kitchen Fmneral Home. The land will be platted and developed in four phases contain up to 160 good-sized residential lots. Phase I will include approx- Imately 30 - 40 lots. This project will be perhaps the largest residential development within the City of Dubuque during the past 20 - 30 years. The upfront costs to be paid by the investing shareholders are very substantial and include, without l~m~tation, land acquisition cost, professionml engineering and surveying services, legal ~xpenses, and grading. Harvest Development is respectfully requesting the City of Dubuque's assistance and cooperation in the carrying out of this ambitious development project. The City~.s help will allow the development to proceed more quickly and also result in lower lot costs to prospective purchasers. As you ara aware, our development will be competing with several other proposed residential develop- ments within .the city of Asbury. It is in the best interests of both Harvest Development and the City of Dubuque to work together in a way that will facilitate our project; Following are our proposals: We request that the City of Dubuque finance the construction cost of installing the sanitary sewer for each phase, including the sewer main line, m-nholes, and lateral lines. The amount advanced by the City as to each phase would be allocated equally to the residential lots within that partic,,lmr phase. As each lot is sold, Harvest Development will reimburse the City by an amount equal to the total cost incurred by the City divided by the number of residential lots in that phase. Under this plan, the City would be fully reimbursed for its initial costs upon the sale of all lots within the development phase. The City's only financial loss will be the t/me value of the money advanced for the sewer construction. We believe this will be partially offset by allowing Harvest Development to sell the lots at a lower and more competitive price, which will, in turn, add to the City's tax base. Harvest Development Group, Ltd. c/oM atria J. McNamer 5070 Wolff Road, P.O. Box 767 Dubuque, IA 52004-0767 Mr. Michael Van Mflligen April 17, 2001 Page 2 Harvest Development requests the City of Dubuque to furnish and install the street light poles and lights. We will pay the cost of trenching. We request that the City not assess any sewer or water hookup fees to g~,-~est Development. 4. We are asking the City to waive any and all "inspection fees" which the City has collected in the past for inspection services. The existing sewer line which runs through the property will have to be relocated to acco~,,,,~date the lot. development and plat layout. We are ~sking the City to pay this expense. Harvest Development will dedicate approx~mmtely one-half acre for a city park. We request that the City of Dubuque purchase and install playground equipment within 18 months following the platting of the city park area, which will be a part of Phase I. The residential development which lies adjacent to and east of our development is served by a city sewer. We are asking the City, at the City's expense, to extend this sewer main line to our east property line near the northerly most portion of our property. Harvest Development could then connect to this sewer for the purpose of serving the northerly portion of our develop- ment, which will probably be the fourth and final phase. This sewer extension by the City could be done at amy time within the next five years. Harvest Development is agreeable to dedicating to the City of Dubuque a 60-foot wide right of way for a public street om the northerly end of our development. This street would be available to serve as access to and from a possible future development by adjacent land holders. I would welcome the opportunity to meet with you and your staff to discuss the above proposal in greater detail. Thank you for your consideration. Sincerely, Harvest Development Group, Ltd. MarTin J. M~amer Secretary-Treasurer Harvest View Estates Subdivision Sanitary Sewer Removal & Replacement Item No. Description Quantity Unit Unit Price Amount 1 i 1406.01 Flowable Mortar i 38i CY 2 [1501.101 ~ Sanitary Sewer Pipe, 8"PVC i 1,925[ LF 3 i1501.221 ~SanitarySewer, ManholeSidewa 48" I 80I LF 4 ! 1501.222 i Sanitary Sewer, Manhole Base 48" 5 [1501.225 Sanitary Sewer Drop Manhole 48" 6 1506.02 Removal of Manholes 7 1103.0214 IExcavation, Class12 (Rock) 81 Each, Ii Each 5t Each $901 $25t $1751 $25ot ~,5ooJ $300t $4,810t $3,400 $48,100 $14,000 $2,000' $2,500 $1,500 $4,800 Item No. PHASE 1 SUBTOTAL $76,300 Description QuantJt7 Unit Unit Pdce Amount PHASE 2 SUBTOTAL Item No. Description Quantit7 Unit Unit Price Amount PHASE 3 SUBTOTAL PROJECT TOTAL $76,300 Estimate Reference Information ! Flowable Mortar i The existing 8" Sanitary Sewer (1470 LF) will be filled with Flowable Mortar. !Sanitary Sewer, Manhole Sidewall 48" Sanitary Sewer Manholes estimated at an average depth of 10'. ~S & New Subdivision Ci_~. of Dubuque, Iowa Speeial Cost Estimate Page 1 of 3 Harvest View Estates Subdivision New Sanitary Sewer item No. Description Quantity Unit Unit Pdce Amount 1 1150t.101 Sanitary Sewer Pipe, 8" PVC 2 i1501.221 3 i1501.222 4 !1501.225 5 i1501.291 ISanitaq/Sewer, Manhole Sidewall 48 ISanitary Sawer, Manhole Base 48" tSanitary Sewer Drop Manhole 48" [Sanitary Sawer, 4" C.I.P. Lateral 6 i1501.292 !Sanitary Sewer, 4"Tapand Saddle ' 7 i1103.0214 tExcavafion, Class12 (Rock) 3,0751 LF i $25i $76,9001 90i LF t $175! $15,8001 9i Eacht S2501 $2,300i Each! $2,500i ,500! 1I LS I $7,690! $35,100i $23,4O0[ $7,700i Item No. 1 11501.101 PHASE 1 SUBTOTAL $163,700 Description Quantity Unit Unit Price Amount tSanita~y Sewer Pipe, 8" PVC ,i 1,965i LF ~i $25! $49,1001 t 70j LF I $1751 $12,300i 1501.221 i Sanitary Sawer, Manhole Sidewall 48" 150t.222 iSanitary Sawer, Manhole Base 48" 1501.225 iSanitary Sewer Drop Manhole 48" Each i $250t $1,800! Each t $2,5001 $2,500! 1501.291 !Sanitary Sewer, 4" C.LP. Lateral 1,7401 LF i $151 $26,100t 581 Each i $300! $17,400! li LSi $4,9101 $4,9001 PHASE 2 SUBTOTAL $114,100 11501.292 Sanitary Sewer, 4" Tap andSaddle t1103.0214 Excavation, Class12 (Rock) Item No. Description Quantity Unit Unit Price Amount I ! 1501.101 [Sanita~, Sewer Pipe, 8' PVC 2 !1501.221 iSanitarySewer, Manhole Sidewal148" 3,125t LF r $25! $78,1001 1001 LF r $1751 $17,500i 3 i1501 ??? ISanitary Sewer, Manhole Base 48" 101 Each ! $250i $2,500 4 ~,1501.225 iSanitary Sewer Dmp Manhole 48" 11 Each i $2,500i $2,500! 5 11501.291 !Sanitary Sewer, 4" C.I.P. Lateral 6 11501.292 =,sanitary Sewer, 4" Tap and Saddle 1,590i LF ! $15i $23,900i 53t Each i $300! $15,900i 7 i1103.0214 iE. xcava~on, Class12 (Rock) li LS t $7,810! $7,800i PHASE 3 SUBTOTAL $148,200 PROJECT TOTAL $426,000 Estimate Reference Information !~nitary Sewer, Manhole Sidewall 48" Sanitary Sewer Manholes estimated at an average depth of 10'. New Subdivision Special Cost City of Dubuque, Iowa Estimate Page 2 of 3 Harvest View Estates Subdivision Street Lights Item No. Description Quantity Unit Unit Price Amount ! 10 Each item I 11907.01 $1,5501 $15,500i , Steel Street Light Pole PHASE SUBTOTAL $15,500 Description Quantity Unit Unit Pdce Amount i1907.01 !Steel Street Light Pole { 5i Each i $1.550t $7,8001 PHASE 2 SUBTOTAL $7,800 Item No. Description Quantity Unit Unit Price Amount I i1907.01 !Steel Street Light Pole $9,300 6i Each $1,550; PHASE 3 SUB~ ~TAL PROJECT TOTAL $9,300 $32,600 WHKS. c~ New Sul~tivizion Special Coat Ciky of Dubuque, Iowa Estimate Page 3 of 3 Exhibit A Proposed Rezoning Harvest Development Group, Ltd. AG AG R-1 C-2 AG Applicant:. Martin McNamer/ Harvest Development Group, LTD. Location: 4100 Asbury Road Proposed area to be rezoned to R-2 from C-2 Proposed ~ ~ ~ ~ b R~ fran ^G