Four Mounds Capacity Building Report Copyrighted
July 17, 2017
City of Dubuque Consent Items # 11.
ITEM TITLE: Four Mounds Capacity Building Report
SUMMARY: City Manager recommending City Council acceptance of
the Capacity Building Report completed by Four Mounds
Foundation for development of short-and long-term
strategic planning.
SUGGESTED DISPOSITION: Suggested Disposition: Receive and File; Approve
ATTACHMENTS:
Description Type
Four Mounds Foundation Capacity Building Report- City Manager Memo
MVM Memo
Four Mounds Capacity Report Staff Memo Staff Memo
Four Mounds Capacity Building Report July 2017 Supporting Documentation
Four Mound Promotional Booklet July 2017 Supporting Documentation
Four Mounds Planning Agreement August 2016 Supporting Documentation
Four Mounds Planning Agreement First Amendment Supporting Documentation
July 2017
THE COF Dubuque
DtUB
E All-America
City
Masterpiece on the Mississippi 1 1 1 1"
2009•2012•2013•2019
TO: The Honorable Mayor and City Council Members
FROM: Michael C. Van Milligen, City Manager
SUBJECT: Four Mounds Foundation for Development of Short and Long Term
Strategic Planning Capacity Building Report
DATE: July 11, 2017
Leisure Services Manager Marie Ware recommends City Council acceptance of the
Capacity Building Report completed by Four Mounds Foundation for development of
short and long term strategic planning.
The Four Mounds Foundation Board and staff have focused over the last year on
processes and planning for capacity building.
The Parks and Recreation Commission at their July 11, 2017 meeting reviewed the
report and recommends acceptance.
I concur with the recommendation and respectfully request Mayor and City Council
approval.
Mic ael C. Van Milligen
MCVM:jh
Attachment
cc: Crenna Brumwell, City Attorney
Teri Goodmann, Assistant City Manager
Marie L. Ware, Leisure Services Manager
THE CITY OF Dubuque
DUB
M-fteficacily 11111.1
Masterpiece on the Mississippi 2007+2012+2018
TO: Michael C. Van Milligen, City Manager
FROM: Marie L. Ware, Leisure Services Manager
SUBJECT: Four Mounds Foundation for Development of Short and Long Term
Strategic Planning Capacity Building Report
DATE: July 11, 2017
INTRODUCTION
The purpose of this memorandum is to share the capacity building report completed by
the Four Mounds Foundation for development of short and long term strategic planning
per an agreement adopted in August of 2016.
BACKGROUND
The City Council adopted Four Mounds as a priority during the FY14 goal setting. As a
part of the FY1 5 budget the City Council approved $5,000 to help build capacity for Four
Mounds through development of short and long term strategic planning for the entire
facility. The attached agreement was developed which included the scope and timeline
for capacity building planning.
DISCUSSION
The Four Mounds Foundation Board and staff have focused over the last year on
processes and planning for capacity building. The enclosed report addresses the scope
outlined in the agreement and Attachment A of the agreement.
The Parks and Recreation Commission at their July 11 , 2017 meeting reviewed the
report and recommends acceptance.
RECOMMENDATION
I respectfully recommend accepting the report and placing it on file.
attachment —Agreement, Report and Development Brochure
copy Chris Olson, Executive Director
1
A!FOFOR D Oz o'AA
Officers July 7, 2017
John Gronen Marie Ware, Leisure Services Manager
President
City of Dubuque
Mary Mulgrew Gronen
Vice Chair 2200 Bunker Hill
Renee Hesselman Dubuque, IA 52001
Treasurer
Dear Marie,
Trustees The City of Dubuque has been a partner with Four Mounds Foundation, at the historic
Elizabeth Adams estate and in the community, since 1987. Four Mounds Foundation turns 30 this year, and
Ben Bartels with that milestone, we've undertaken a strategic planning process to assess all aspects of
Karla Braig our organization and our vision for the future. We've done this with help of$5,000 in
planning support from the City of Dubuque. This correspondence serves as a report to the
Scott Dittmer City on that process and its results.
James Gronen
David Resnick BACKGROUND
City Council Appointee
Our board of directors thanks the City for the continued assistance they provide to our
organization which includes but is not limited to:
•Support of strategic planning process
Staff •In-kind service:
Christine Happ Olson o Limited tree removal for safety, as possible
Executive Director o Limited patching& lane assistance, as possible
Ruth Berning oAssistance through grants to help with planning and implementation of
Adventure Camp Director infrastructure improvements
Kevin Botsford •Limited Property Insurance (Four Mounds reimburses the City for cost of property
Office/Bookkeeper insurance)
Paula Connors(Volunteer) •Septic system installation (2011)
Winter Farmers' Market
Marie FitzGerald We appreciate the support of our joint work through partnerships:
Inn Manager •Site (site owned by the City, but Four Mounds is responsible for all expenses, staff&
Ron Fritz operations)
HEART Manager/Job Coach
•Adventure Day Camp, extending partnership in recent years with the Jule and the
Jay Potter Dream Center
Conservation Manager
•The HEART Program,as partner and facilitator of projects and funding; Contract for
Service of$10,000 annually (in third and final fiscal year)
•Winter Farmers Market (interim lease of space at 1101 Central)
9 Four Mounds as ambassador for programs like ICMA Fellows Program
SUMMARY OF ANNUAL SERVICE TO DUBUQUE
Number of Visits to Four Mounds
Inn &Conference Center 7,904
Youth Service/Program visits 1,309
Window Workshops/training 20
Recreational (Ropes &Site) 16,003
TOTAL VISITS/VISITORS TO FOUR MOUNDS 25,235
Youth Served (on &off site) #youth
HEART 18
Volunteer days 320
Youth group visits 790
Summer Day Camp 181
TOTAL INDIVIDUAL YOUTH SERVED (referenced above) 1,309
Community programs
Window workshops 20
Winter Farmers Market consumers (seasonal visits) 10,912
Winter Farmers Market vendors 38
Since 1987, Four Mounds Foundation has fulfilled our partnership agreement:
•The estate serves the community through:
o Inn/Conference Center(50% increased capacity in 2012 with White House expansion)
oChallenge Ropes Course (continued improvements, including climbing wall, giant swing)
oYouth (Adventure Day Camp, HEART, Ropes Challenge Ropes Course)
o Park (60 acres open to the public 365 days/year)
o Land Trust (Four Mounds partners to help protect five riverview parcels,totaling 220 acres)
•Investment and ongoing support reduces tax and operational burden for the City
o Developed Inn &Conference Center to generate 30%of budget revenue (generating 12%
hotel/motel tax)
o Restoration/capital- conservative$2.4 million in investment since 1987
o Programs to help serve thousands of young people in recreational and vocational training activities
In 2017 improvements and accomplishments include:
•Installation of natural gas line extension to Four Mounds, with Y2 mile of piping across our terrain
•Conversion of the Grey House from oil to gas
•Restoration of White House exterior ongoing
•Development of a membership program to increase community engagement and support
•Redevelopment of a website to support all aspects of outreach,education and marketing
•Inaugural year of engaging AmeriCorps NCCC for:
o Restoration of six yellow buildings at historic farm campus
o With continued restoration of bluffland, savanna and other natural areas
o In partnership with Mount St. Francis, the City of Dubuque and Steeple Square
HEART PROGRAM SUCCESS(HOUSING EDUCATION AND REHABILITION TRAINING)
Four Mounds provides programming that accomplishes City goals and priorities through this program
serving at-risk teens.
•HEART is fulfilling its MOU with the City of Dubuque, meeting the goals of Change and Resiliency by
rehabilitating homes throughout the Washington Neighborhood.This month it entered its third year
of contract for service ($10,000 annually) to support HEART in its work. Alternatively, HEART has
helped the city during this term move forward with more than $500,000 worth of investment in
projects to date, and is on track to exceed the goal set forth in the MOU. Since HEART's inception,
we've taken on over$1.675 million in projects across Dubuque and in addition to the 34 homes
made available to largely first time homeowners, we've taken on another 45 community projects to
help out the City and other non-profits.
•The HEART program currently is working at 396 W. Locust, a city owned property in one of our most
historic neighborhoods that needs attention, but is full of potential.
•Our students just completed, in partnership with Community Housing Initiatives, rehabilitation of 1404
Jackson,our 34"' home made available to working families at an affordable price.
•Enrollment is at a 10-year high, meeting full program capacity,serving 18 young people.These at-risk
students have achieved a 91%graduation rate. Through HEART Bridge,students earn and save
stipends,and when they move onto their career goals,these savings are matched dollar-for-dollar.
•Four Mounds and HEART's work has partnered with Steeple Square and Heritage Works to develop
Stained Glass Restoration Training and Wood Window workshops building capacity in our
community to take care of our historic structures. The program is training Dubuquers from many
walks of life—including at-risk young people,adults with employment challenges, and skilled artists
and artisans.
•We expanded our partnership in recent years to work in tandem the City and Community Housing
Initiatives to make the biggest impact across Dubuque's most vulnerable neighborhoods.
SETTING OUR SIGHTS ON THE FUTURE
Four Mounds operates our 100-acre site home to five houses and 12 outbuildings, and our numerous
programs and services on a budget of approximately$500,000 annually. We are proud to supplement close
to half of this budget with an entrepreneurial spirit and enterprising income (including our Inn &Conference
Center, rental income, community restoration work).
Now, as the organization looks to the next thirty years, sustainability is a key priority. Strategic planning
conducted in 2016-2017 identified a vision for a sustained and enriched organization and continued
organizational needs. This includes:
-An enhanced site
Four Mounds seeks to become accessible to all visitors, and to improve amenities to include a
public restroom,fire protection, accessibility, and increased parking/visitor capacity. Next Steps:
Our goal next year is to fund and undertake construction& engineering plans, with these costs
estimated at$187,000.
- Expanded programs
In the next 2-5 years, Four Mounds aims to continue growing community partnership to replicate
the exceptional HEART program model to serve young adults through vocational training.
- Connected members
In fall 2017, Four Mounds is in the process of launching an exciting membership program to better
connect our friends and supporters to our organization and site, while helping to financially sustain
the organization.A new organization website will launch this summer to improve outreach and
education while increasing traffic to our inn, which provides a sustainable income for our work and
mission.
Thank you once again for your support for our work and helping us refine our vision for the future. We
appreciate the partnership over the last 30 years, and look forward to our enhanced partnership over the
next 30 years.
Sincerely,
2 app Ols�
Executive Director
RFO R M O ii UNDSA
New or Enhanced Organizational Sustainability Strategies and Goals
Board Development and Governance
Goal: Increase board capacity and strength
Objectives:
1. Recruit and cultivate renewed leadership and a strong board chair
2. Develop board understanding of nonprofit management
3. Foster effective board operations
By January 1, 2018:
- Participate in one board training
- Increase board by one member (semi-annually until goal reached —facilitated by current
board members)
- Establish at leasttwo committees with board members all serving on one committee
that meets once/month outside of board time (suggested: development/marketing+
finance/oversight)
- With board training facilitator, review, revise, and simplify bylaws
Develop ment/Marketing
Goal: Build and implement enhanced annual fund development strategy
Objectives:
1. Organize a development team to supplement ongoing activities
2. Inventory and increase/streamline all fundraising activities annually
3. Raise funds to support development staff
By Sept. 30, 2017
- Implement attached membership strategy
- Form Development Committee to oversee and assist in implementation of development
strategies
- Begin PR outreach to discuss membership program development+ present next 5-10
year vision (club meeting presentations, social media, lunches/coffees on-site)
- Identify three additional substantial feasible grants to submit between 2017-2019
By Nov. 1, 2017
- Hire development/admin support team member or PT intern to report to development
committee
By Feb. 1, 2018
- Quarterly newsletters in process (January, March,July, Oct) with goal to begin print
copies in 2019
- Annual report completed by March 1 annually
By April 1, 2018
- Donor cultivation plan prepared by Development Committee
- Capital campaign planning with Development Committee
Capital Assessment/Campaign Planning
Goal: Prepare organization and community for a 2019/2020 capital improvement campaign for
Four Mounds site
Objectives:
1. Identify funding sources to complete capital assessment
2. Form campaign leadership committee
3. Complete feasibility study among friends, donors, supporters
4. Establish campaign timeline and strategy
Strategic Priorities—Sustainability
Four Mounds Foundation Board of Directors
Background:
The Four Mounds Foundation Board of Directors conducted an organizational assets review and
strategic fiscal sustainability planning workshop to identify key fundraising and capacity-growth goals to
inform a development plan and timeline aligned with specific program needs.
Discussion
Four Mounds Foundation must continue to increase fund development strategies and build revenue in
order to sustain organizational operating costs and vision for enhanced programs and services.
Enhanced strategies would support key objectives in building staff and board capacity, increasing donor
cultivation, and ultimately preparing the organization for a capital campaign to complete necessary site
improvements by 2020.
Findings:
Key organizational assets were determined to include:
- Success in running an entrepreneurial enterprise that contributes to minimally 50%of the Four
Mounds budget annually
- Community partnerships, reputation in the community, and diverse programs (Winter Farmers'
Market, City of Dubuque support, Adventure Day Camp)
- HEART Program as a stand-alone program and its community impact (HEART as the 'anchor'of
outreach programming provided by Four Mounds—restoring the Washington Neighborhood for
10+years)
- Four Mounds site serving 20,000 people annually at no cost; managed by a staff of three people
and volunteers
- Relationships—people who are connected to the organization through many of these
enterprises/services are a key underutilized asset
Key organizational program needs/gaps were determined to include:
- Outreach and "telling the Four Mounds story'
- Staff and Board capacity
- Resources being stretched too thin for results that do not contribute to sustainability (re-focus
events)
- Major capital improvement needs on-site including accessibility, parking, restrooms,signage
- Donor cultivation,volunteer cultivation
Recommendations:
Review and amend/approve attached goals and timeline.
MASTER PLAN IMPLEMENTATION
DRAFT PLAN DRAFT PLAN DRAFT PLAN
NEXT PHASES Phase II A Phase II-A Phase II-A Phase II-A Phase II-B Phase II-B Phase II-B Phase III
GH/WH GH circles/ Land Visitor
Lawn& parking/ Restoration Welcome Root Cellar/
White House € Gardens Building Cabin Cistern/Fire &Trails Center Barn campus lane Total
Landscape Architect $ $ 1,500 $ 5,000 $ 1,000 $ $ 1,000 $ 1,000 : $ 1,000 $ $ 10,500
Architectural plans $ 800 : $ 16,400 $ 20,800 $ 8,000 $ 3,200 $ 2,000 $ 8,400 : $ 4,000 $ 7,200 $ 70,800
Engineering $ 2,550 : $ 1,360 $ 18,700 $ 3,400 $ 8,500 $ 1,700 $ 1,700 = $ 6,120 $ 7,650 $ 51,680
Accessibility $ 5,000 $ $ 5,000 $ 5,000 $ $ $ $ 500 $ $ 15,500
Landscape designer $ 500 $ 7,410 $ 4,225 $ 4,420 $ 780 $ 1,300 $ 1,755 $ 780 $ 8,255 $ 29,425
Staff Planning Mgmt $ 443. $ 1,334 $ 2,686 $ 1,091 $ 624 $ 300 $ 643 s $ 620 $ 1,155 $ 8,895
..........................................................................................
Soft Landscape $ 4,500 s $ 15,000 $ 35,000 $ 7,000 $ 2,500 $ 61,000 $ 10,000 s $ 5,000 $ 10,000 $ 150,000
Hard Landscape $ 4,000 s $ 15,000 $ 70,000 $ 20,000 $ $ 20,000 $ 10,000 s $ 10,000 $ 20,000 $ 169,000
New Features $ $ 25,000 $ 130,000 $ 13,000 $ 160,000 $ $ 105,000 s $ 30,000 $ 30,000 $ 493,000
=Accessibility wait for plan Included Wait for plan Wait for plan n/a n/a included included N/A $
Lighting $ 500 : $ $ 14,000 $ 1,000 $ $ $ 2,500 = $ 800 $ 2,500 $ 21,300
Signage $ 3,500 : $ 400 $ 1,000 $ 500 $ $ 1,200 $ 800 : $ 400 $ 1,500 $ 9,300
Restoration-buildings $ 30,000 $ $ 50,000 $ 20,000 $ $ $ $ 40,000 $ 15,000 $ 155,000
Interpretation/Education $ 3,500 $ 3,500 $ 3,500 $ $ $ 10,000 $ 9,500 $ 15,000 $ $ 45,000
Equipment $ $ 1,200 $ 6,000 $ 2,000 $ 10,000 $ 6,000 $ 3,000 $ 3,000 $ 3,500 $ 34,700
Contingency $ 9,688 s $ 17,416 $ 63,348 $ 16,398 $ 29,806 $ 16,620 $ 25,169 s $ 19,536 $ 19,653 $ 217,635
.............................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................
Project Management $ 5,569 s $ 7,752 $ 37,285 $ 7,990 $ 20,231 $ 11,482 $ 16,597 s $ 12,374 $ 10,215 $ 129,494
SUBTOTAL $ 70,549 s $ 113,271 $ 466,544 $ 110,799 $ 235,641 $ 132,602 $ 196,064 s $ 149,130 $ 136,629 $ 1,611,229
Totals are guesstimates, not based on bids or plans. Construction guesstimates are not
included for accessibility measures
Estimate
Design & Engineering $ 186,800 Construction estimates are for planning purposes only
Construction $ 1,077,300
Const. Contingency $ 217,635
Const. Project Mgmt. $ 129,494
Total $ 1,611,229
7/6/2017
Membershi
Membership program implementation 6/4/2017
Membership materials complete 2/1/2017 6/30/2017 Brochure mailer+website. Additional website work can
be done after June 30.
Create invitation for Membership Leaders Circle presentation 6/1/2017 6/20/2017 Set date for evening reception with presenters and board
Preparation of presentation for leader reception 6/6/2017 7/15/2017 In cooperation with Board
Recruit intern to assist with membership admin 6/15/2017 7/30/2017 Work with Ben Bartels and Jen Supple/UD
Prep full packets for prospective member leaders 7/1/2017 8/1/2017 Membership materials, vision for the next 5-10 years
Host Membership Leaders Circle reception - prospects receive packets 8/1/2017 8/15/2017 Reserve Four Mounds Grey House
Board members and staff send thank yous and follow-up with prospective
8/15/2017 9/5/2017 Prepare thank you notes from board
leaders
Establish final group of Membership Leaders for 2017 9/10/2017 9/12/2017 Ensure recognition (anonymous, in memory of, etc.)
Membership mailers sent out to Annual Appeal list/Launch PR campaign
9/20/2017 9/22/2017 Intern assistance
(free)
Plan follow-up mailings (one every six months to a year to attract
9/15/2017 10/1/2017 Avoid annual appeal
members)
Plan mailings for membership renewal based on timing of gift (Giftworks
10/1/2017 10/15/2017 Avoid annual appeal
set-up)
FOUR MOUNDS
PRESERVE EDUCATE SERVE
Home Programs & Events Inn & Conference Center - About Us � Contact Us
HEART
LearIHEART changes lives 1
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FIND US SEARCH
Four Mounds foundation _, . 0
(563) 557-7292
officesNour-roundsom
Four Mounds Inn d Conference Center Four Mounds is located just outside of Dubuque, lows,
(563) 556-1906 along the beautiful bluffs of the mighty Mississippi River.
Fructiounnounds oug pybi ht 2017 Rout Mounds Foundotion. All Rights Resolved
4900 Peru Rood
Dubuque, IA 52001
HEART's Graduation Rate 91/
Average Student's Term 1 I Q2ANs
fir..
Happy First Time Homeowners 32
Total HEART Investment in Downtown '1,405,000
Percentage of 1st-time Homeowners 8q�
o
Still Living in HEART Home
Restored Home Values & Taxes TkIPL-F-I>
Number of Additional Community Projects Since 2003 44
HEART's Annual Community Service in Hours 6000
Impact on Students and Families PRIC.ELES- S
The HEART(Housing Education and Rehabilitation
Training)Program launched in Dubuque in 2003
to serve teens not succeeding in the traditional
classroom.The program empowers young people to
lead revitalization projects in some of our most disconnected
neighborhoods. Students spend everyday,and thousands of
hours per year,transforming run-down rental units into homes
for firsttime homeowners while earning their high school diplomas.
In 2015, programming expanded to include HEART Bridge -
providing strategies to "bridge" the gap after high school
graduation and into a successful life and career.The program
connects young adults to career counseling,vocational
training and post-secondary education.
' HEART Bridge partners open the doorto success
with teambuilding opportunities, financial
_ literacy training, and savings programs.
This provides students real life experience,
preparation to build a successful
career, and opportunities to
contribute to our community
in a meaningful way.
When Garrettcame to HEART, he was failing
a school. In his own words,"I viewed life
as pointless. I was working at a fast
food restaurant and feeling bad
about myself. I would sit up at night
and think about it and think about it."
Garrett felt he had no choices and no future.
V
After two years in the HEART program, Garrett has
anew outlook. He graduated this May, secured a job in his field
of interest making over$15 per hour, and he's earned a promotion
at work.Garrett now has opportunities to advance his career through
training at NICC that can guarantee him a $22 wage at his current job,
or move forward with specialized training through his employer, as
an investment in their valued employee. Garrett feels worthwhile, is
supported, and reflected on HEART saying, "They have put my life on
track and guided me in the right direction. My family was just amazed
atthe difference in me."
HEART's impact is far reaching —transforming not just young people, but
families and neighborhoods.Tami Paisley is proof positive of the power
of partnerships.Thanks to a collaborative effort between Dupaco
Community Credit Union, Dupaco's R.W. Hoefer Foundation and
HEART,the single mother of two has traded her cramped apartment for
the first home she's ever owned."It feels good... I'm so happy here."
Paisley says. Like our students,Tami is achieving the goals she set for
herself and loves her new/old home—wwf to wiK 41FART.
v
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REART Pow+Aews:
♦ City of Dubuque
• Community Housing Initiatives
♦ Dubuque Community School District
V Dupaco Community Credit Union
• Four Mounds Foundation
V Four Oaks of Iowa
• Iowa Workforce Development
• Iowa Vocational Rehabilitation Services
• Northeast Iowa Community College
• TAP Program (through DCSD & IVRS)
6,Photos courtesy of the Iowa Department of Education's Deb DanI Dupaco Community
Credit Union and Four Mounds Foundation.
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OUR MOUNDS
ESERVE EDUCATE SERVE
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4900 Peru Road, Dubuque IA 5200I
-
www.foumomds.org
FOUR MOUNDS CELEBRATES 30 YEARS
Thlrtyyears ago, Four Mounds Foundafion wasfonned to steward
cal treasure. the 60 acre site off Peru Road donated to the Qty
of Dubuque by the Burden family
W hne many community members are familiar with this historic
property that is free and open to the public, marry don't know that
Four Mounds is doing work right in Dubuque's backyard
Our work impacts a diverse cross sonar of the community
Young people from our HEART program have completely restored
34 homes in the Washington Neighborhood and provided
restoration assistance on over SO projects
Winter Farm ers Market ensures the community has access to
I oal foods year round in downtown Dubuque
Adventure Day Camp partners with the Qty of Dubuque and the
Dream Center to give kids opportunities to explore and team at
nature preserves all over the county
And we do all of this with an entrepreneurial spirt—sustain ably
supporting over So% of our budget through enterpn sing income,
from operators Iike our inn or by latling development in the
Washington Neighborhood at HEART
Now, we set oursights and dreams on the next3oyears_
• Four Mounds envisions growing ourvoabonal programs
to serve unemployed young adults
• We are planningforan expanded, enhanced and more
accessible site with programs and events welcoming the
community
• We are launching a new membership program, hater
connectung ourfnends and supporters
and sustaining ourorganizafion
Join us in realizing ourvision_Whether
you are a three decade fiend of Four
Mounds, or just meeting us for the first
fime, we inviteyou to become a member
and stay connected to our exi W1
programs and engaging site
John Gronen
President
Four Mounds Foundation Board of Directors
AA
FOUR MOUNDS
PRESERVE EDUCATE SERVE
WELCOME TO FOUR MOUNDS
Four Mounds Foundation Is a historic and natural treasure, and
on profit organization distinctively serving the Dubuque
community through programs In preservation, education, and
community service
Four Mounds advances our mission by.
PRESERVING the natural, architectural,
and historical resources of
the Four Mounds estate
EDUCATING with hands-on
opportunities for youth
and community
SERVING through leadership,
stewardship, and innovative
partnerships 0000
A
PROGRAMS &
PARTNERSHIPS
Collaborate, is the Ley to community impart.
ADVENTURE DAY CAMP _ -
We proudly partner with the Clry
of Dubuque to provide camp to
econmically disadvantaged youth.
Almost zoo children partapateln
team bullring and outdoor eplloratlon.
Campers Notre Four Mounds and take ecowstem
ewrsis .c
ssthecountyThe e perienceb
uild
s
friendships, and self
amongyuth who don't typically have access to
natural areas
ROPES COURSE
This extraordinary course, with limitless t�
team uilding amines, attracts diverse
groups from all overthe Midwest.
WINTER FARMERS MARKET
We con nect small farmers and producers
to local consumers. Four Mounds partners
with ateam of vol unteers to providethe,
Winter Farmers' Market—offering fresh
local foods and wares to the community,
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HEART
The Housing Eduafion and Rehabllltafi on Training (HEART)
Program serves Dubuque teens who are at-risk of dropping out of
high school Th ese students, who are not succeeding In the
traditional classroom, are Instead placed In a living laboratory
through which they learn vocational lades In carpentry, take part
In financial literary training, receive their high school diplomas,
and connect with postsecondary opportunities
ThroughHEART, students restore dilapidated rental units from
the Inside out In Dubuque's disconnected neighborhoods. Th ese
revitalized homes are then sold to
first time homeowners and working
families.
AveaRle Student a Termate
L5 yrs ' t
Happy Hr4 HmeHomeowners 34
Total HEART Inv,Amato in Downtown ` Wer $1.5 million
Restored Home Valu es 8 Taxes Tripled
Number olAaalnonal community 50
Projects Since 2003
HEARrs Annual Community 6wo
Senate mHoum
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INN ANIS CONFERENCE
CENTER
Gifted tothe Dubuque community, Four Mounds is the last remaining
intact gentleman's farm in Iowa, and home to 60 acres of bluffland
and prairie overlooking the Mississippi River. The campus is a regional
treasure that is opento the public year-round with riverview hiking
trails, rare oak savanna,a challenge ropes course, and community
gardens.
The Inn and Conference center creates d isd nct experiences and
memories fort housands of people every year through weddings,
events, and conferences. Meanwhile,the inn generates sustainable
income to support the preservaiton of Four Mounds, ourwork, and
mission.
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A VISI®N FOR THE
NEXT 30 YEARS
Enhanced Site,Expanded Pmgmms, Engaged Members
Join us_ Become a member of Four Mot nd s_
Wh ether you've been a fn en it for the Iast 30 years,or you are just
meant us now,welrate you to join ourFyn antic new membership
programram.
Your membership:
• pmmotesthe preservation and sustamabuN ofine Four
Mounds are, visited by over 20,000 people annually
• Supportslocal teens who deserve opprcunmes ,
to serve,to succeed,and to mno-mutem
the community
• am wt as ceuaFormed
partnersmpsmat
bring the
community
programs Ilite
Winterwe
Farmers
Market and
AFall re
Day Camp
IF
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1 ERSHIP LEVELS
:• �• AND BENEFITS
Ga Nen Membership $50
A members only family event annually
Quartedy newsletter
Prairie Membership -$100
Gander Membership benefits,plus.
1S%discount in Brit shop
Savanna Membership -$250
Prairie Membership benefits,plus.
Invitafion to a unique mdctal reception
with featured speaker
131 flmd -$500ondup
Savanna Membership benefits,
All plus. Limited edition Four
Mountlsgi
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AGREEMENT
BETWEEN
THE CITY OF DUBUQUE
AND
FOUR MOUNDS FOUNDATION
This AGREEMENT is made on and entered into this :`I day of July, 2016 by
and between the City of Dubuque (City) and Four Mounds Foundation, an Iowa not-for-
profit corporation (the Foundation).
Whereas, City owns Four Mounds Park which is leased to and operated by the
Foundation;
Whereas, City desires to engage the services of the Foundation to help build
capacity for the Foundation through development of short and long term strategic
planning: and
Whereas, the Foundation will engage a subcontractor to provide services
outlined in the Scope of Services.
NOW THEREFORE, the parties hereto do mutually agree as follows:
SECTION 1. SCOPE OF SERVICES. The Foundation agrees to commence work
upon execution of this AGREEMENT, and to fully perform those services in Attachment
A, Scope of Services, a copy- of which is attached hereto and incorporated in this
AGREEMENT.
SECTION 2. CHANGES. City may, from time to time, require or request changes in
the scope or schedule of the Foundation's services to be performed hereunder. Such
changes, including any appropriate increase or decrease in the amount of
compensation, which are mutually agreed on by and between City and Foundation, will
not be effective until incorporated in written amendments to this AGREEMENT, signed
by each of the parties
SECTION 3. COMPENSATION. The Foundation will be compensated for all basic
services, including direct expenses, as identified the attached Scope of Services. The
compensation will not exceed $5,000. This includes all services outlined in the Scope of
Services including work by subconsultants, as well as normal reimbursable expenses
(travel and any delivery costs).
SECTION 4. METHOD OF PAYMENT. Payment will be made upon completion of the
Scope of Services and report to the City as provided in Section 5.
SECTION 5. TIME OF PERFORMANCE. All products and services from the
Foundation must be delivered to City in a timely manner consistent with mutually
070516bal
established schedules and quality of professional practice. This AGREEMENT is valid
for a period of nine months. The completed Scope of Services shall be presented to the
Parks and Recreation Commission on or before their February 2017 meeting and the
City Council no later than their last meeting in March of 2017.
SECTION 6. EXCUSABLE DELAYS. The Foundation will not be in default by reason
of any failure in performance of this AGREEMENT in accordance with its terms if such
failure arises out of causes beyond the control and without the fault or negligence of the
Foundation. Such causes may include, but are not limited to, acts of God, or of the
public enemy, acts of the government in either its sovereign or contractual capacity,
fires, floods, epidemics, quarantine restrictions, strikes, illness, accidents, freight
embargoes, and unusually severe weather, but in every case the failure to perform must
be beyond the control, and without the fault or negligence of the Foundation.
SECTION 7. TERMINATION. City, with or without cause, has the right to terminate
the AGREEMENT by written notice delivered to the Foundation at least fifteen (15) days
prior to the specified effective date of such termination. In such event, all finished and
unfinished documents prepared by the Foundation under the AGREEMENT will become
the property of City upon payment for all work completed to the satisfaction of City.
SECTION 8. PERSONNEL. All of the services will be performed by the Foundation or
authorized subcontractors. The Foundation represents that it has, or will secure at its
own expense, all fully qualified personnel required to carry out and perform the Scope of
Services of the AGREEMENT.
SECTION 9. HOLD HARMLESS. The Foundation will hold City harmless, protect
and defend City against any claims brought by third parties for the Foundation's
negligence in connection with the performance of this Agreement.
SECTION 10. INSURANCE. The Foundation and its subcontractor must obtain and
provide at all times during the performance of this AGREEMENT insurance as set forth
in the attached Insurance Schedule.
CITY OF DUBUQUE, IOWA FOUR MOUNDS FOUNDATION
Mir.kiaelS Van Millipn
Asst . City Manager Cindy M. Steinhause4ts Yz
2
ATTACHMENT A
SCOPE OF SERVICES
• Organizational review
• Board structuring review and board capacity building and training
• Program needs assessment and evaluation
• Plan for promotion of Four Mound as public open space
• Creation and implementation plan for membership or Friends type program
• Capital needs review for Four Mounds assets and prioritization which includes but is
not limited to accessibility and sustainability
• Development plan that builds a strong long term future of Four Mounds
• Board approved goals related to above deliverables with time frames and assignments
3
City of Dubuque insurance Requirements for Professional Services
Insurance Schedule C
1, sha11 furnish a signed Certificate of Insurance to the City of Dubuque,Iowa for the
coverage required in Exhibit I prior to commencing work and at the end of the project if the term of work
is longer than 60 days. Providers presenting annual certificates shall present a Certificate at the end of
each project with the final billing. Each Certificate shall be prepared on the most current ACORD form
approved by the Iowa Department of Insurance or an equivalent. Each certificate shall include a
statement under Desorption of Operations as to why issued.Eg: Project# or Project Location at
or construction of
2. All policies of insurance required hereunder shall be with a carrier authorized to do business in Iowa and
all carriers shall have a rating of A or better in the current A.M.Best's Rating Guide_
3. Each Certificate shall be furnished to the contracting department of the City of Dubuque_
4. Failure to provide minimum coverage shall not be deemed a waiver of these requirements by the City of
Dubuque_ Failure to obtain or maintain the required insurance shall be considered a material breach of
this agreement.
5. Consultants shall require al°subconsultants and sub-subconsuitants to obtain and maintain during the
performance of work insurance for the coverages described in this Insurance Schedule and shall obtain
certificates of insurances from all such subconsultants and sub-subconsultants.Consultants agree that it
shall be liable for the failure of a subconsultants and sub-subconsultants to obtain and maintain such
coverages_The City may request a copy of such certificates from the Consultants.
6. All required endorsements to vanous policies shall be attached to Certificate of insurance.
7. Whenever a speck ISO form is listed,an equivalent form may be substituted subject to the provider
identifying and fisting in writing all deviations and exclusions that differ from the ISO form.
8. Provider sha!I be required to carry the minimum coverage/limits,or greater if required by law or other
legal agreement,in Exhibit 1. If provider's limits of liability are higher than the required minimum Limits
then the provider's limits shall be this agreements required limits.
9. Whenever an 150 form is referenced the current edition of the form must be used_
Page 1 of 3 Schedule C Professional Services May 2016
4
City of Dubuque Insurance Requirements for Professional Services
Insurance Schedule C (continued)
Exhibit I
A) COMMERCIAL GENERAL LIABILITY
General Aggregate Limit 52,000,000
Products-Completed Operations Aggregate Limit 51,000,000
Personal and Advertising Injury Limit 51,000,000
Each Occurrence 51,000,000
Fire Damage Limit(any one occurrence) $ 50,000
Medical Payments S 5,000
a) Coverage shall be written on an occurrence,not claims made,form. The general liability
coverage shall be written in accord with ISO form CGO001 or business owners form BP0002.
Al'deviations from the standard 150 commercial general;lability form CG 0901,or Business
owners form SP 0GO2,shall be clearly identified.
b) Include ISO endorsement form CG 25 04"Designated Location(s)General Aggregate Limit'
or CG 25 03"Designated Construction Project(s)General Aggregate Limit"as appropriate.
c) Include endorsement indicating that coverage is primary and non-contributory.
d) Include endorsement to preserve Governmental Immunity.(Samp°e attached).
e) Include an endorsement that deletes any fellow employee exclusion.
E) include additional insured endorsement for:
The City of Dubuque,including aIP its elected and appointed officials;all its employees
and volunteers,a`.I its boards,commissions and/or authorities and their board members,
employees and volunteers.Use ISO form CG 2026.
B) AUTOMOBILE LIABILITY $1,000,000(Combined Single Limit)
C) WORKERS'COMPENSATION&EMPLOYERS LIABILITY
Statutory benefits covering al employees injured on the job by accident or disease as prescribed by
Iowa Code Chapter E5 as amended_
Coverage A Statutory—State of Iowa
Coverage B Employers Liability
Each Accident $100,000
Each Employee-Disease 5100,000
Policy Limit-Disease 5500,000
Policy sha'.l include an endorsement providing a waiver of subrogation to the City of Dubuque.
Coverage B limits shall be greater if required by Umbrel?a Carrier_
D) UMBRELLA LIABILITY 51,000,000
Umbrella liability coverage must be at least fo'lowing form with the underlying policies inducted
herein.
E) PROFESSIONAL LIABILITY
$1,000,000
a) Provide evidence of coverage for S years after completion of project.
F) CYBER LIABILrrY $1,000,OCO
Coverage for First and Third Party liability including but not limited to lost data and
restoration,loss of income and cyber breach of information.
Yes No
Pave 2 of 3 Schedu e C Professiona Services May 2016
5
City of Dubuque Insurance Requirements for Professional Services
Preservation of Governmental Immunities Endorsement
1_ Nonwaiver of Governmental Immunity_The insurance carrier expressly agrees and states that the
purchase of this policy and the including of the City of Dubuque,Iowa as an Additional Insured does
not waive any of the defenses of governmental immunity available to the City of Dubuque,Iowa
under Code of Iowa Section 670.4 as it is now exists and as it may be amended from time to time.
2_ Claims Coverage.The insurance tamer further agrees that this policy of insurance shall cover only
those claims not subject to the defense of governmental immunity under the Code of Iowa Section
670.4 as it now exists and as it may be amended from time to time_Those claims not subject to
Code of Iowa Section 670.4 shall be covered by the terms and conditions of this insurance policy_
3. Assertion of Government Immunity.The City of Dubuque,Iowa shall be responsible for asserting any
defense of governmental immunity,and may do so at any time and shall do so upon the timely
written request of the insurance carrier.
4. Non-Denial of Coverage_The insurance carrier shall not deny coverage under this policy and the
insurance carrier shall not deny any of the rights and benefits accruing to the City of Dubuque,Iowa
under this policy for reasons of governmental immunity unless and until a court of competent
jurisdiction has ruled in favor of the defense(s)of governmental immunity asserted bythe City of
Dubuque,Iowa.
No Other Change in Policy.The above preservation of governmental immunities shall not otherwise
change or after the coverage available under the policy.
SPECIMEN
Page 3 of 3 ScheduSe C Professional Services Nlay 2016
6
FIRST AMENDMENT
TO
AGREEMENT
BETWEEN
THE CITY OF DUBUQUE
AND
FOUR MOUNDS FOUNDATION
This First Amendment to Agreement Between the City of Dubuque (City) and Four
Mounds Foundation (the Foundation), is dated for reference purposes the _ of
, 2017.
Whereas, City and the Foundation entered into an Agreement dated the 29th day
of July, 2016; and
Whereas, City and the Foundation now desire to amend the Agreement as set forth
here.
NOW, THEREFORE, IT IS AGREED BY AND BETWEEN THE PARTIES AS
FOLLOWS:
1 . Section 5 of the Agreement is amended to read as follows:
SECTION 5. TIME OF PERFORMANCE. The Term of this Agreement is from
July 1 , 2016 to July 31 , 2017. All products and services from the Foundation must
be delivered to City in a timely manner consistent with mutually established
schedules and quality of professional practice. The completed Scope of Services
must be presented to the Parks and Recreation Commission on or before its July
2017 meeting and to the City Council on or before its July 17, 2017 meeting.
2. All other terms and conditions of the Agreement shall remain in full force
and effect.
CITY OF DUBUQUE, IOWA FOUR MOUNDS FOUNDATION
Michael C. Van Milligen
City Manager Its
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