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Iowa Inn Stout Pl Urban Revit DCITY OF DUBUQUE, IOWA MEMORANDUM February 21, 2001 TO: FROM: SUBJECT: Michael Van Milligen, City ~,~ana~~.~ Pamela Myhre, Acting Co~ffm'ty and Economic D~elopment Director FY 2001 Annual Action Plan - Amendment 3 INTRODUCTION This memorandum presents for City Council consideration proposed changes in the City's Community Development Block Grant (CDBG) FY 2001 Annual Action Plan. These changes provide for the allocation of unanticipated CDBG revenue to the rehabilitation of the Iowa Inn. BACKGROUND Federal rules require that each year a city must prepare and file an Annual Action Plan prior to receipt of its CDBG entitlement. The Annual Plan is adopted following a public participation process which includes a published notice, a public comment period, and a public heating. A . city must follow its adopted annual plan as it expends entitlement funds. The City's current plan was adopted with the budget in March, 2000, and amended in August and December. In December, the City of Dubuque received a payment of $263,239 fi:om Cooper Wagon Factory Development in settlement of its CDBG Loan. Of this amount, $11,334 was expected this fiscal year as regular loan payments and $251,905 represents unanticipated revenue. Federal rules require that if the City's revenues or activities change, the City must amend its annual plan. The proposed amendment to the CDBG FY 2001 Annual Action Plan is being requested to facilitate $165,000 of CDBG funding for the rehabilitation of the Iowa Inn property at 125 West 9th Street. The property has been sold to MetroPlains Development who propose to create 31 low/moderate income residential apartment units. DISCUSSION The proposed amendment to the Annual Action Plan: I) increases revenue by adding $251,905 to Program Income; 2) establishes a new activity "Iowa Inn Rehabilitation" with funding of $165,000; and 3) allocates the remaining $86,905 to Contingency. The amendment also provides that the Iowa Inn Rehabilitation activity is intended to meet the national objective of the CDBG program for low-moderate income housing. A notice regarding the proposed amendment was published 30 days prior to the public hearing. This notice advised the public of the general nature of the amendment, invited their comments and notified them of a proposed public heating. This initiated a 30-day public comment period on the proposed amendment as provided in the Citizen Participation Plan. The Community Development Advisory Commission reviewed the proposed amendment at a public hearing on Thursday, February 15, 2001. At the public heating, representatives of the Dubuque Landlords Association and other citizens expressed opposition to the project. Representatives of the Dubuque County Historical Society and the Premier Bank spoke in favor of the amendment. Following the public heating, the Commission voted to approve the proposed amendment and recommend City Council approval. RECOMMENDATION I recommend that the City Council approve the above-described Amendment 3 to the City's FY 2001 ( Program Year 2000) Annual Action Plan for the use of CDBG funds. These changes will allow the City to expend funds for the rehabilitation of the Iowa Inn for low income housing. ACTION STEP The Action Step is for the City Council to adopt the attached resolution. Prepared by Aggie Kramer, Community Development Specialist RESOLUTION NO. 86-01 RESOLUTION APPROVING AMENDMENT 3 TO THE FISCAL YEAR 2001 ( PROGRAM YEAR 2000) ANNUAL ACTION PLAN FOR COMMUNITY DEVELOPMENT BLOCK GRANT FUNDS. Whereas, the City of Dubuque has prepared and filed with the U.S. Department of Housing and Urban Development an Annual Action Plan for Fiscal Year 2001 ( Program Year 2000); and Whereas, the City has amended the Annual Plan on August 21, 2000 and December 4, 2000; and Whereas, the City now desires to amend said Annual Plan to recognize receipt of additional income and to allocate funds as per the attached Exhibit A; and Whereas, said amendment is a substantial amendment as provided in the City's Citizen Participation Plan and must therefore be approved by resolution of the City Council after a public heating by the Community Development Advisory Commission; and Whereas, the City advertised a public comment period beginning January 14, 2001; and whereas, the Community Development Advisory Commission reviewed the proposed amendment at a public hearing on February 15, 2001, and has voted to approve said amendment and to recommend approval by the City Council. NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE C1TY OF DUBUQUE, IOWA: Section 1. 2rt~at Amendment 3 to the Fiscal Year 2001 (Program Year 2000) Annual Action Plan for the Community Development Block Grant Program hereto attached as Exhibit A is hereby approved. Section 2. That the City Manager is hereby authorized and directed to submit a copy of this resolution to the U. S. Department of Housing and Urban Development. Passed, approved and adopted this 5th day of March, 20Q1. John H. Markham, Mayor Pro-Tem /s/ Jeanne F. Schneider, City Clekr Amendment No 3 Community Development Block Grant (CDBG) FY 2001 Annual Action Plan Amendment Program Year 2000 July 1, 2000 to June 30, 2001 City of Dubuque, Iowa B-00-MC-19-004 Exhibit A Funding Sources Projected Program Income Original Amendment Change Statement $893,935 $1,t45,840 +251,905 Proposed Activities/Costs Activity Name National and Description Objective Implementing Original Amendment Change Agency Statement Iowa Ina Rehabilitation Contingency Low/Moderate Housing 0 $165,000 + $165,000 Income Housing Services Dept $68,733 $155,638 + $86,905 This amendment will recognize receipt of additional program income of $$251,905 from the repayment of the Cooper Wagon Factory Developm~ot. CDBG loan. Funds in the amount of $165,000 are proposed to be utilized for the rehabilitation of the Iowa Inn property at 125 West 9th Street into 32 residential apartment units. FT°: Mike Va~lligen,~ City Manager rom: David Harris, Housing Services Departmem CITY OF DUBUQUE, IOWA MEMORANDUM 16 February 01 Re: Iowa Inn - Request for additional funds Introduction The purpose of this memorandum is to provide information regarding the recommendation of the Community Development Commission for an amendment to the FY01 CDBG budget and resulting loan of $t65 000 for the Iowa Inn project. Background By action taken at its 1 May 2000 meeting, the City Council approved MetroPlains Development Corporation, from St Paul, Minnesota, as the preferred developer for the Iowa Inn project; and passed resolutions approving a MetroPlains application to the Iowa Finance Authority for homing tax credits and appro~ng City financial assistance including a $220 000 Downtown Rebab Program loan, $180 000 HUD Special Purpose Program loan and tax benefits accruing from designation of the site as an urban revitalization district. Discussion The WA tax credit application was subsequently approved and MetroPlains purchased the property, fi:om the Iowa Housing Corporation. However, in January we discovered a financing problem. Under an interpretation of the IRS Section 42 regulations (the Low Income Housing Tax Credit program), it was determined that the City's Special Purpose Program loan could not be included in the "qualified basis" for project funding. This had the effect of reducing the allowable tax credits, by $165 000, producing a funding short-fall for the project in that amount. We proposed that available CDBG funds be loaned to complete the necessary project financing. This action was considered at public hearing by the Community Development Commission, at its 15 February meeting, passed and recommended for approval to the City Council. The $165 000 in CDBG funds is proposed to be made available to MetroPlains as a 15-year, 3% interest loan, with payments deferred for the first five years. In addition to assisting the Iowa Inn project, this action will assist the City in spending down the Community Development Block Grant funds balance, in satisfaction of HUD regulations regarding expenditure schedules. As well, use of CDBG funds, although only in the amount of $165 000 for a $3.4 million project; will trigger HUD regulations requiring payment of prevailing wages for all coustmction work, guaranteeing union-seale rotes for all workers. cc: Pam Myhre, Acting Director, CED Department · ~/88x01 14:36 METROPLAINS DEVELOPMENT a 31958B424~ N0.966 P002×002 · January 9, 2001 o/ I ETROPLAIN$ David Harris City of'Dubuque Housing S~vic~s 1805 Central Avenue Dubuque IA 52001-3610 Dear David: I am writing in follow-up to oar phone conversation regarding the use of the HUD Special Purpose Grant for the redevelopment of the Iowa Inn The financing for this redevelopment is significantly funded fi.om proceeds of the housing and historic tax credit, HErD Special Purpose Grants are not includable in basis for either credit b~cause they are classified as Federal Funds, The impact on the project is that the use of the Special Purpose Grant is not as valuable a~ it appears as thc removal of this source fi.om thc eligible basis calculation results in a $1657000 Emancing gap. It is for this reason that the development is rexluesting mi additional $165,000 in CDBG funds to solve this dilcmma. Thank you for your consid~ratiom Sincerely, ///Jean Richard CiTY Of DUBUQUE, IOWA MEMORANDUM 1 March O1 To: Mike,Van Milligen, City Manager \\\ FrOm: Da~'~' '~rlarris, Housing Services Department Re: Council meeting March 5 - Review of Iowa Inn proposal Attached is the packet of information considered by the City Council at its April meeting. At this meeting, approvals were granted for selection of MetroPlains Development as the preferred developer of the Inn; for a package of City financial assistance previously approved for the this project (to the Iowa Housing Corporation); and endorsement of the MetroPlains application to the Iowa Finance Authority for housing tax credits. CITY OF DUBUQUE, IOWA MEMORANDUM April 27, 2000 TO: The Honorable Mayor and City Council Members FROM: Michael C. Van Milligen, City Manager SUBJECT.' Development Proposal for Iowa Inn Housing Services Manager David Harris is recommending that MetroPlains Development replace the Iowa Housing Corporation as owner and developer of the iowa Inn project. The Iowa Housing Corporation (IHC} is currently the owner of the Iowa Inn. The City of Dubuque provided a CDBG loan in May of 1997 to IHC for purchase of the property and is currently the first mortgage holder. The IHC, in February, voted to cease operations and has made an accepted offer to cede its assets to the State of Iowa. The Governor's Office is now examining IHC's corporate holdings and is expected to make a decision regarding disposition within the next 30-60 days. MetroPlains Development's plan for the Iowa Inn would differ from the Iowa Housing Corporation in that both buildings would be saved and rehabilitated, where the IHC had proposed tearing down the eastern building. MetroPlains Development would still only be creating 32 rental units, but they would be larger units than previous plans. However, they would not be creating the same number of on-site parking spaces, so they would require permits to use 31 spaces in the City parking lot across the street instead of 16 spaces in the previous plan: I concur with the recommendation and respectfully request Mayor and City Council approval. IV~chael C. Van Milligen MCVM/dd Attachment CC: Barry Lindahl, Corporation Counsel Tim Moerman, Assistant City Manager Da~/id~Harn.'.s, Housing Services Manager CITY OF DUBUQUE, IOWA MEMORANDUM 25 April O0 To: Mike Van Milligen, City Manager From: David Harris, Housing Services Department Re: Development proposal for Stout Place Introduction The purpose of this memorandum is reqUest the City Council to approve the request of MetroPlains Development to replace the Iowa Housing Corporation as owner and developer of the Iowa Inn/Stout Place project. Background The Iowa Housing Corporation (IHC) is currently the owner of the Iowa Inn. The City of Dubuque provided a CDBG loan, in May 97, to IHC for purchase of the property and is currently the first mortgage holder. The Housing Corporation in February voted to cease operations and has made an accepted offer to cede its assets to the State of Iowa. The Governor's Office is now examining IHC's corporate holdings and is expected to make a decision regarding disposition within the next 30-60 days. Discussion Housing Department staffha~ held discussions with other developers interested in this project. MetroPlains Development, a St Paul-based developer of housing tax credit properties, has worked with staffto formulate a proposal MetroPlaius has provided a packet of information on the structure of the company and a history of properties developed throughout the Midwest; this is attached to this memorandum. In particular, Metro's redevelopment of the Hotel Burlington - as its ~ Iowa project - ha~ established a reputation locally for the corporation for quality work in the rehabilitation and restoration of historic structures. Their proposal is to do the same in Dubuque for the Iowa Inn. Development Proposal While the Inn is again proposed to he developed in accordance with guidelines for the federal affordable housing tax credit program, it differs significantly in tlmt Metro's concept is to rehabilitate both buildings on the site. The previous proposal called for demolition of the 1916 former YMCA building and restoration ofthe 1894 ,gymnasium building. The 32 units to he included would have necessitated conversion of all common areas into apartments; as well, the trait sizes would have ranged fi.om 480 to 640 square feet. Metro's proposal, utilizing both buildings - but adding no units - will result in restoration of the first floor common entry and lobby areas. As well, the apartments will range in size fi:om 650 to 900 square feet, better reflecting trends in the current rental market. The rationale for this approach, in addition to respect for historic preservation, has to do with the availab'dity of financing. Preservation of both structures will qualify the project for elig~ility for federal historic tax credits, providing nearly $500 000 in additional investor equity. This in turn will decrease the housing tax credit allocation requested fi.om the Iowa Finance Authority and increase the probability of favorable application decision. Re-use of both buildings, however, will increase the parking needs for the project. Previously a concept agreement had been reached with the Council for approval of 16 parking permits, for building residents, to park in the City-owned surface lot on Iowa Street. The City was to have been fully reimbursed for lost meter revenue for these spaces, carded as a project cost of the development. The Metro proposal is for 31 permits, with the same cost reimbursement agreement. The deadline for submission of this year's application for tax credits, to the Finance Authority, is 15 July. As this schedule requires the developer to begin design and feas~ility analysis quickly, MetroPlains is requesting an indication of the City of Dubuque's support of this partnership, at this time. Specifically, Melro is requesting the following: 1. The City approve the attached resolution ("IFA Exhibit 39"), signifying the Council's endorsement of MetroPlaln~ as the intended applicant, to the Iowa Finance Authority, for housing tax credits for the Iowa Inn project, as proposed. 2. Reiteration of the City's financial support, as previously committed to the Iowa Housing Corporation, as outlined in "IFA Exhibit 37: Local Contributing Effort Verification" (This support is actually less than previously committed; the "Tax Increment Financing" amount, of $220 000, was previously approved for the Housing Corporation in the amount of $300 000.) 3. The City "select MetroPlains as the preferred developer" ofthe project. (AS the Iowa Housing Corporation is stillthe owner of the property, actual transfer of the deed, and the City's mortgage, cannot occur until the State' s action to receive and transfer the Corporation's assets is completed.) Finally, MetroPlains is requesting the City, between this date and 1 July, to: 1. Work with the Governor's Office and the Finance Authority to facilitate transfer of ownership of the property. 2. Negotiate a mutually acceptable agreement regarding transfer of the City's CDBG first mortgage. 3. Negotiate a mutually acceptable agreement regarding the dedication of Iowa Street surface lot parking spaces Action Step The actions requested of the City Council are to: 1. Select MetroPlains as the preferred developer for rehabilitation of the Iowa Inn/Stout Place, according to the development concept as proposed; 2. Authorize the Mayor's execution oftYA Extu'bit 39, a resolution supporting the application of MetroPlains to the Iowa Finance Authority for housing tax credits; and 3. Authorize the City Manager's execution of IFA Exhibit 37, re-committing financial assistance to MetroPlains Development for the proposed project, as previously approved for the Iowa Housing Corporation. City Manager's Office 50 West 13th Street Dubuque, Iowa 520014864 (319) 5894110 (319) 5894149 FAX IFA Exhibit 37 LOCAL CONTRIBUTING EFFORT VERIFICATION Low-Income Housing Tax Credit Program Iowa Finance Authority 100 East Grand Suitq 250 Des Moines, tA 50309 RE: Iowa Inn 125 W 9~ Street, Dubuque, Iowa Metro Plab. s Development, LLC Ladies and Gentlemen: This letter will verify the local contributing effo~ required by the Qualified Allocation Plan and Iowa Code Section 16.4. As you know, a local contributing effort can be provided by local government units or by local or regional agencies public or private. The Authority's rules provide that any ofthe fullowin_,, items will constitute a local contributing effort: v Payment of governmental funds by a political subdivision or governmental entity, or by a private'agency. Evidence of payment and the authority to provide the funds shall be furnished upon request of the Authority. Rcal property which ma:y be vacant or improved property, suitable, in thejudgmerit of the Authority, to the proposed housing project. Liens and encumbrances, if any shall be disclosed to satisfaction of the Authority. Personal property which may include appliances, furnishing, property maintenance tools, re-modeling material to be purchased subsequent to project approval, and any other personal property., which in the judgment of the Authority, is of relevance to the proposed housing project. The Authority may consider any type of proposed local contributing effort, in addition to other than the above. Proposals which, in the judgment ofthe Authority are truly innovative will receive priority. Local contributing efforts may be combined by type of'source. Service People Integrity ResponMbility Innovation Teamwork Based on the forgoing, the local contributing effort for the above named Project by City of Dubuque is as follows: Item [ Amount/Value Anthority for Contribution Payment of governmental funds Cash payment 10,000 Tax Increment Financing 220,000 Tax Abatement 248,000 Enterprise Zone designation Other: Please describe City Loan 180,000 Payment of funds from a private aeency Payment of funds fi'om a public agency Contribution ofland1 Contribution of personal property2 Other3 We understand that the Authority will rely on thes~ valuations to determine whether the Sponsor has met the requirements of the QAP for a local contn'buting effort. Gity~r Chief Financia~t-Officer 1 If land is contributed, the Authority requires a description of the property to be attached to this letter, and a preliminary title opinion indicating that the land is held fr~ and clear of any encumbrances 2 If personal property is contributed, the Authority requires a complete inventory of the personality, whether it is new or used, and the value of each item slated separately. 3 If the Sponsor is proposing some other type o£ local contributing effort, the contribution must be fully described and a value placed on the contribution by the local governmental unit by the local governmental unit. IFA EXHIBIT 39 I?~SOLUTION 184-00 ~AS, the City of Dubuque, Iowa, has been informed by Mr. hoPlains I~velopmcnt, LLC that a low income housing tax ~ application (will or has been) filed with th~ Iowa Fmanc~ Authority for thc dcveJopment of affordable rental housing to~ be Ioc, ated at 125 W 9~ Strceg Dubuque, Iowa with al~d d~ga'iption as follows: City lot 168 and 16gA and the south *A ofclty lot 167, City of Dulmque, Iowa WHERE/cS, this housing project will contain approximately 31 anits; WHEREAS, th.-' units will be targ~t~l to cldgrty and general oczupancy; the project will be a acquisition and rehabilitation; WHF_REAS, the property will have the following amcnif~cs: On site laundry, communiq~ room, ~levator and cuahotled entry, units will be full sized one 'and two bedroom apartments, kitclw, m will have full size ranges and refrigerators. ~AS, the developer has rcquest~l local ~-~igancc through tax incremenl finandng, a tax abatement, lead aBatcmant loan, CDBO loan, city loan NOW, T'r~Jtt~OILE, BE IT RESOLVED by the City of Dubuque G°verning Body, that wc support and approve the development of the aforesaid housing in our community, subjc~ to city ordinances and the building permit proces~ The resolution is effective until 4/20/2001. In thc c-vent that any of the charab-teristics mentioned above should change prior to the issuance of a building peraik, this resolution is null and void. ,ADOPTED BY ~ GOVERNING BODY AND APPROVED BY THE MA. YOR, this 1 st day of ~ay ,200_ ! Mayor ATTEST: ~ity Clerk SEAL CITY OF DUBUQUE, IOWA MEMORANDUM March 1, 2001 TO: FROM: SUBJECT: The Honorable Mayor and City Council Members Michael C. Van Milligen, City Manager Amendment to Stout Place Urban Revitalization District Iowa Inn Project Due to a change in property ownership and resultant delay in rehabilitation of the Iowa Inn, Acting Community and Economic Development Director Pam Myhre is recommending an Amendment to the Stout Place Urban Revitalization Plan to extend the duration of that plan for three years. In addition, under an interpretation of the Low Income Housing Tax Credit Program, itwas determined that the City's Special Purpose Program Loan to MetroPlains Development could not be included in the "qualified basis" for project funding. This had the effect of reducing the allowable mx credits by $165,000, producing a funding shortfall for the project in that amount. Because of the sale of the Cooper Wagon Works Building, the City of Dubuque Commtmity Development Block Grant Program received an unexpected loan closeout payment of $263,239. To allow the Iowa Inn Project to proceed, Acting Community and Economic Development Director Pam Myhre is recommending a $165,000 Community Development Block Grant Loan to MetroPlains as a low-interest 15-year loan. This proposed amendment was approved by the Community Development Advisory Commission at a public hearing on February 15, 2001. I concur with the recommendations and respectfully request Mayor and City Council approval for the Amendment to the Stout Place Urban Revitalization Plan and to the City's Community Development Block Ch-ant Fiscal Year 2001 Annual Action Plan. Michael C. Van Milligen MCVM/jh Attachment cc: Barry Lindahl, Corporation Counsel Pamela Myhre, Acting Community & EconOmic Development Director CITY OF DUBUQUE, IOWA MEMORANDUM February27,2001 TO: FROM: SUBJECT: Michael C. Van Milligen, City M~nager ~. ~,_ /~ _ Pamela Myhre, Acting Com~fiity & Economic Dev~pment Directo~'"'- Amendment to Stout Place Urban Revitalization District Iowa Inn Project INTRODUCTION This memorandum submits for City Council review and approval an ordinance amending the City's Stout Place (Iowa Inn) Urban Revitalization Plan. The amended plan will extend the duration of the plan and updates information in the plan on property ownership and proposed rehabilitation of the property. BACKGROUND On Monday February 5, 2001, the City Council received the attached memorandum recommending an amendment to the City's Stout Place/Iowa Inn Urban Revitalization Plan. The council acted to set a public hearing on March 5, 2001. Notice of the public hearings has been published as provided in the Iowa Code. As provided in the City Code of Ordinances, the proposed amendment was forwarded to the Long Range Planning Commission for review at the February 21, 2001 meeting. The Long Range Planning Commission did not meet due to failure to obtain a quorum. In December 1997, the Long Range Planning Commission reviewed and recommended approval of the Stout Place Urban Revitalization Area Plan and determined that the plan was consistent with the objectives in the Land Use and Urban Design, Housing and Human Services, and Public Safety elements of the Comprehensive Plan. DISCUSSION Attached to this memorandum is an ordinance which amends the Stout Place Urban Revitalization Plan. This amendment extends the duration of the plan for three years and updates information on the current owner (Metro Plains Development) and proposed rehabilitation of the property. RECOMMENDATION I recommend that the existing Stout Place Urban Revitalization District Plan be amended to extend the duration of the plan. ACTION The requested action is for the City Conncil to adopt the attached ordinance amending the Stout Place/Iowa Inn Urban Revitalization District Plan. F:\USERS\jocormor\wpdocs\Urban Revitalization\Urban Revite-Iowa Inn\memo.amendordinaace Prepared by: Jerelvn O'Comlor. Neighborhood Development Specialist Address: 50 W. 13~ St., Citw Hall Telephone: 589-4393 ORDINANCE NO. 13-01 AN ORDINANCE AMENDING CITY OF DUBUQUE ORDINANCE #12-98 ESTABLISHING THE STOUT PLACE/IOWA INN URBAN REVITALIZATION AREA TO EXTEND THE DURATION OF THE URBAN REVITALIZATION PLAN Whereas, the City of Dubuque Ordinance #12-98 established the Stout Place Urban Revitalization Area; and Whereas, the Stout Place Urban Revitalization Area Plan's duration will expire on March 16, 2001; and Whereas, due to a change in property ownership and resultant delay in rehabilitation of the Stout Place (Iowa Inn) development, an amendment to the Stout Place Urban Revitalization Plan is necessm-y to extend the duration of the plan; and Whereas, a public hearing has been held on this amendment to the Stout Place Urban Revitalization Plan, and ail other requirements of the Iowa Code Chapter 404 have been met. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF DUBUQUE, IOWA: Section 1. The Amended Stout Place/Iowa Inn Urban Revitaiization Plan hereto attached is hereby adopted and the properties within said described area shail be subject to the provisions of said Plan. Passed, approved, and adopted this 5th day of March, 2001. John H. Markham, Mayor Pro-Tem ATTEST: Jeanne F. Schneider, City Clerk F:\USERS\joconuor\wpdoes\Urbau Revitalization\Urban Revite-Iowa hm\stoul orcEumace.wpd Prepared by: Jerelyn O'Connor, Neighborhood Development Specialist MAR ! PM 12-' i 5 Address: 50 W. 13a St.. City Hail KATHY FLYNH THURLOt¥ COUNTY RECORDER DUBU~IUE CO., ~O~'A FEES Telephone: 5894393 ORDINANCE NO. 13--01 AN ORDINANCE AMENDING CITY OF DUBUQUE ORDINANCE #12-98 ESTABLISHING THE STOUT PLACE/IOWA INN URBAN REVITALIZATION AREA TO EXTEND THE DURATION OF THE URBAN REVITALIZATION PLAN Whereas, the City of Dubuque Ordinance #12-98 established the Stout Place Urban Revitalization Area; and ~Vhereas, the Stout Place Urban Revitalization Area Plan's duration will expire on March 16, 2001; and Whereas, due to a change in property ownership and resultant delay in rehabilitation of the Stout Place (Iowa Inn) development, an amendment to the Stout Place Urban Revitalization Plan is necessary to extend the duration of the plan; and Whereas, a public hearing has been held on this amendment to the Stout Place Urban Revitalization Plan, and all other requirements of the Iowa Code Chapter 404 have been met. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF DUBUQUE, IOWA: Section t. The Amended Stout Place/Iowa Inn Urban Revitalization Plan hereto attached is hereby adopted and the properties within said described area shall be subject.to the provisions of said Plan. Passed, approved, and adopted this 5~h day of March, 2001. John H. Markham, Mayor Pro-Tem ATTEST: Jeanne F. Schneider, City Clerk STOUT PLACE / IOWA INN URBAN REVITALIZATION PLAN November 1997 1.0 Introduction Amended March 2001 The State of Iowa, under Iowa Code Chapter 404, allows cities to designate areas as urban revitalization areas. Under this Act, improvements to qualified areas may receive a total or partial exemption f~om property taxes for a specified number of years. The exemptions are intended to stimulate private investment by reducing the tax increase related to property improvements. Once an area is deemed to meet the requirements of Chapter 404, a plan must be established which identifies the are boundaries, property owners, existing conditions, proposed plans and basic abatement provisions for the revitalization area. This plan provides for the designation of the Stout Place/Iowa Inn Urban Revitalization Area (the Area) to create an affordable housing project by the rehabilitation of the former Iowa Inn. 2.0 The Area 2.1 Location The Area is located at the northwest comer of W. Ninth Street and Iowa Street as shown on Exhibit #1. The legal description of the Area is as follows: South ½ of City Lot 167, City Lot 168 and City Lot 168A all in Section 24, Township 89 North, Range 2 East, 5th P.M., Dubuque County, Iowa. 2.2 Zoning The Area is zoned OR (Office Residential). 2.3 Existing and Proposed Land Use The Area contains the former YMCA which had been converted to single rooming units. The building is now vacant. The proposed land use is a_er-2 31 unit apartment building to dbyth ...... ~ ......................... ' ......... · ~,,,,=,u~, m,u a ~l.m~ ,~u, uu,. renovation and restoiat~on of the two existing structures; the former YMCA building and the gymnasium building. 2.4 Assessed Valuations and Owners of Record The existing assessed valuation of the real estate in the Area, by land and building values, is included as Exhibit #2. This addendum also contains a list of the names and addresses of the owners of record of real estate within the Area. 2.5 City Services There are no current plans to expand existing city services in the Area as it is already fully served by infrastructure and publicly provided services. However, the Area has been included in the Downtown Dubuque Urban Renewal District. 3.0 Relocation 13 tenants were relocated and Iowa Housing Corporation, the property owner at the time the area was originally designated as an urban revitalization area, paid all relocation costs. No further relocation is required. 4.0 Qualification of Area In October, 1997 a building condition survey was conducted by city staff. Land use information concerning existing uses, building age and condition, and historic significance was collected in order to document the conditions of dilapidation and deteriorate as defmed by Iowa Code Section 404.1 (3). 4.1 Building Conditions Major exterior structural components were considered in rating the condition of the Stout Place/Iowa Inn. Consideration was given to the following elements prior to rating: structural condition, paint quality, window condition, brick quality and condition of any facade embellishments. These components w~re ranked as either good, fair or poor under the following criteria: Good: The building appears to be structurally sound and free of major defects. Ongoing maintenance such as window repair, re-pointing and painting was evident. However, maintenance may not be compatible to the historical or architectural significance of the building. Fair: The building has sufficient defects which identify conditions of wood or mortar decay, window repair, roof repair and tuck-pointing needs exist. Poor: The building has been the victim of deferred maintenance. Serious structural and facade conditions exist. The correction of those conditions identified under Fair or Poor may require complete replacement and may constitute a hardship or lack of feasibility on the part of the property owner, thus constituting an economic or social liability. The survey of the Stout Place/Iowa Inn indicated a condition of Fair. 4.2 Economic Potential The Stout Place/Iowa Inn is closely fled to surrounding developments because it lies strategically adjacent to the central business district for Dubuque. The proximity of the building to the commercial district presents significant opportunities for the mutual preservation and enhancement of their historic and economic aspects. Given these conditions, the Area meets the statutory requirements for a dilapidated and deteriorated area as defined in Iowa Code Section 404.1 (3). 5.0 Revitalization Program 5.1 Def'mition The definition of residential property for the purposes of this Plan shall include all qualified real estate assessed as residential or assessed as commercial property if the commercial property consists of three or more separate living quarters with at least seventy-five percent of the space used for residential purposes. 5.2 Tax Exemption a. All qualifying real estate, assessed either as residential or commercial, in the Area shall be eligible for tax abatement. The abatement incentive is intended to bring back to useful purpose vacant or underutilized buildings which exist in the Area. Tax abatement shall be available only for the rehabilitation of existing structures or the addition to existing structures in the revitalization area, not for the new construction of separate buildings. A ten-year 100% exemption on the actual value added by the improvements as provided in Iowa Code Section 404.3(4) is established as part of this Plan. do The actual value of a building to which improvements are made must increase the assessed value of the building by at least 10% for residential and commercial properties or by at least 15% for multi-family properties before an abatement may be applied. Each year that an application is made for tax abatement, the assessed value must have increased in that year by at least 10% for residential and commercial properties or by 15% for multi-family properties. 5.3 Duration of the Plan The Area shall remain as a revitalization area until the Stout Place is fully rehabilitated or for a period of three (3) years, commencing upon the adoption of an Ordinance approving this amended Plan by the City Council, whichever first occurs. 5.4 Availability of Funding Programs which may provide a source of funding for residential and commercial improvements to the Area include: Community Development Block Grant loan funds, the Downtown Rehabilitation loan program (TIF financed), HOME funds, Historic Tax Credit and Low Income Housing Tax Credits, and a Department of Housing and Urban Development Special Purpose Grant. 5.5 Late Applications The filing of late applications for tax exemptions shall not be permitted under this plan. 6.0 Conclusion The Stout Place/Iowa Inn Urban Revitalization Plan will support and enhance efforts to obtain appropriate building improvements and commercial development opportunities in the Area. After the ten-year abatement for residential development lapses on such projects, the full assessed value of the rehabilitated property shall be included on the tax rolls to the benefit of the entire community. STOUT PLACE URBAN REVITALIZATION AREA Exibit 1 - Location Urban Revitalization Area EXHIBIT 2 Building and Land Values for the Iowa Inn Parcel #i Land Value $11,220.00 Parcel #2 Land Value $50,550.00 Building Value $124,980.00 $134,830.00 Total Building & Land Value $1 §6,75,?,.C,0 $196,600.00 Owners of Record Metro Plains Development, LLC Spruce Tree Center 1600 University Avenue, Suite 212 St. Paul, MN 55104-3825 F:\US ERS\jocormor~wlXlOcs\Urban Revitalization\Urban Revite-lowa lma\UR Plan-stout.wpd CITY OF DUBUQUE, IOWA MEMORANDUM January 30, 2001 TO: FROM: SUBJECT: The Honorable Mayor and City Council Members Michael C. Van Milligen, City Manager Amendment to Stout Place Urban Revitalization District Iowa Inn Project Acting Community and Economic Development Director Pam Myhre is recommending that a public hearing be set for March 5, 2001, on amending the City's Stout Place Urban Revitalization District. I concur with the recommendation and respectfully request Mayor and City Council apprOval. Michael C. Van Milligen MCVM/jh Attachment cc: Barry Lindahl, Corporation Counsel Tim Moerman, Assistant City Manager Pamela Myhre, Acting Community and Economic Development Director CITY OF DUBUQUE, IOWA MEMORANDUM January 30,2001 To: From: Subject: Michael C. Van Milligen, City Manager ~, Pamela Myhre, Ac~mi~velopment Director~- Amendment to Stout Place Urban Revitalization District Iowa Inn Project Introduction This memorandum submits for City Council review and approval a resolution setting a public hearing to amend the City's Stout Place Urban Revitalization District. The amended plan will extend the duration of the plan and update information in the plan on property ownership and proposed rehabilitation of the property. Background The State of Iowa Urban Revitalization Act, Code of Iowa, Chapter 404, authorizes cities to designate an area of the City as a revitalization area. Improvements to qualified real estate within these designated areas may then become eligible for an exemption from property taxes for a specified number of years. On November 17, 1997, the City Council adopted a Resolution of Necessity finding that the former Iowa Inn Property is an area meeting the definition of blight and that redevelopment of said area is necessary in the interest of the residents of the City of Dubuque, Iowa. At the direction of City Council, staffprepared the Stout Place Urban Revitalization Area Plan. An ordinance establishing the Stout Place Urban Revitalization Area was adopted March 16, 1998. After the former owner, Iowa Housing Corporation, ceased operations, MetroPlains Development replaced the Iowa Housing Corporation as owner and developer of the Iowa Inn Project. Discussion The plan's duration was for three years from the date of adoption of the ordinance, or until the property was fully rehabilitated, whichever came first. Since the plan's duration expires on Mamh 16, 2001, it is necessary to amend the plan. The City Council has previously approved MetroPlains development proposal which included a local commitment of tax exemption. The amended plan will be reviewed by the Long Range Plarming Commission at their meeting on February 21. Iowa Code Section 404 specifies that the City may subsequently amend the Urban Revitalization plan after a hearing. Recommendation The recommended action is for the City Council to adopt the attached resolution regarding public notification and set a public hearing for Monday, March 5, 2001, to amend the Stout Place Urban Revitalization Plan. OFFICIAL PUBLiOATION ORDINANCEggN0 1 01 ORY OFNDUDUQ( QRD1- NANCEO #1 E., PLAOE/IOWA IN REVI ALIZATIOnn TO, END THE, OF T0 URBAN ZATION PLAN Whereas, the City 'of Du- buque Ordinance $12-98. eStablIshed the Stout Place Urban. Revitalization Area: and Whereas, the Stout Place. Urban - Revitalization Area. Plan's duration will expire on March 16, 2001; and Whereas, due to a'Lhange'XL, property ownership and re- sultant delay In rehabilitation of the Stout' Place (lowe hill) development, an a ehdment to the Stout FLOG Urban-. Revitaliization Plan is neces- sary to extend; the duratibn of the plan; and Wherea , a Public hearing has n held,on .thiat amen Ment to the Stout Plage. Urlfln Revitalization Plan, an, .a&I other requirements of the Nowa Code Chapter 404' have' been met. NOW, THEREFOR RE T ORDAINED BY Tt€ cm( CDUUBUQUEUNCIL ,IOWA:F THE CITY OF Section.1,The Amended. Stout. Place/lowa_ Inn Urban Revitalization Plan hereto: attached Is hereby adopted •', and the properties within saidC describedareashall be sub- ject' to the provislone of'taig Plan. Passed, approved, and,. adopted this 5th day Of: March, 2001. cy o Terrance M, Duggan, Mayor= ATTEST: Jeanne F, ' Schneider, City'. CIbbls Published Officially in the Telegraph Herald Newspaper the 0th day ofMarah, 2001 Jeahne R. **molder Ctty, Clerk STATE OF IOWA DUBUQUE COUNTY { SS: R f CERTIFICATION OF PUBLICATION TAMMY M. FELDMANN a Billing Clerk for Woodward Communications, Inc., an Iowa corporation, publisher of the Telegraph Herald, a newspaper of general circulation published in the City of Dubuque, County of Dubuque and State of Iowa; hereby certify that t e att shed notice was published in said newspaper on the following dates a rr 9 , 20 CV , and for which the charge is $ 1/, 95 -1;t4,vri .%/1 Subscribed to before me, a Notary Public in and for Dubuque County, Iowa, this /3 day of )ri...e—.O 20 0/ Notary jliblic in and for Dubuque Count Iowa AFr K. WESTERMEYER V COMMISSION EXPIRES FEBRUARY 1, 2002